新活力·设计赋能 全球设计领域"高精尖"集中亮相 本届博览会汇聚了全球工业设计领域标杆力量，尽显行业创新活力。沈鼓集团、中车大连机车、中国航发 等"国之重器"企业携核心装备重磅亮相，展现我国高端制造领域的技术突破；上海中国商飞、陕西中航西飞带来 航空设计与制造的前沿成果，新能源装备、人形机器人等国家战略级新品轮番登场，宛如一场"未来工业科幻 展"。 博览会现场，法国、意大利、俄罗斯、比利时、韩国等近10个国家的国际知名企业展示最新设计成果，北 京、上海、河北、辽宁、浙江、山东、陕西等17个省市的工业设计企业组团参展参会，集中展示了高端智能装备 设计、绿色低碳产品、AI工业场景应用等领域的前沿成果与创新方案。 本届博览会由工业和信息化部国际经济技术合作中心、武汉国际会展集团股份有限公司主办，中国国际贸易 促进委员会电子信息行业分会承办。其间举办了10余场高端专业论坛及配套活动，100余位权威专家学者、行业 大咖齐聚武汉，为工业设计建言献策，系列论坛及活动累计参与人数超2000人次。 博览会成功举办，不仅彰显了中国工业设计的创新活力与产业协同势能，更是武汉锚定"设计强市"目标、推 动制造业高质量发展的重要实践，将 ...

江苏全省直播电商"繁星计划"首场培训在南京举办 常熟市委常委、副市长万晓军以《数智赋能 持续深耕 奋力打造"电商创业福地"》为题，生动介绍了常 熟市通过"万千百十"工程，系统构建"前播后产"一体化生态，将线上流量转化为线下产业优势的"地方 经验"。 12月11日，由江苏省商务厅、江苏省工商业联合会联合主办，各设区市商务局、工商联协办，南京市商 务局、南京市建邺区政府承办的全省直播电商"繁星计划"首场培训在南京举办。本次培训采取"主会场 +分会场"联动模式，主会场设在南京国际博览会议中心，全省各设区市设立分会场，参会总人数超 3000人，覆盖全省商务系统及相关政府部门、金融机构、行业协会、重点电商企业及广大从业者，标志 着江苏省系统性、规模化直播电商人才培训工作正式拉开帷幕。 江苏省商务厅党组书记、厅长司勇表示，要深入贯彻省委、省政府关于抢抓直播电商发展机遇的明确要 求，以实施"繁星计划"为关键抓手，系统破解江苏省直播电商专业人才供需不匹配的瓶颈。2026年，江 苏全省将遵循"省市县联动、政银企协同、线上下结合、分层次实施"的原则，计划举办超过1160场专业 化培训，覆盖超6.75万人次，致力于锻炼一批熟悉电商 ...

（原标题：傲鲨智能张华：AI融合促进外骨骼机器人迈向通用化普及） 21世纪经济报道记者孔海丽 广州报道 12月5日，由南方财经全媒体集团指导，21世纪经济报道和渣打银行联合主办，由广东省机器人协会支持的"粤港澳大湾区新经济发展论坛暨21世 纪科技年会"在广州南方财经大厦举行。 作为"南方财经论坛2025年会"的重要专题会议之一，本届科技年会以"创新无界智见未来"为主题。在聚焦"AI驱动的新经济图景"的圆桌论坛上， 傲鲨智能市场合伙人、董事张华表示，外骨骼机器人行业已从早期专用场景转向通用化发展，结合AI技术与政策支持，正迎来市场增量机遇。 随着老龄化社会来临与消费需求升级，曾经存在于科幻电影中的外骨骼机器人正加速走进现实。 外骨骼机器人的发展历程颇具突破意义。从最初的军事用途，到医疗场景应用，再到今年春节期间亮相长城登山场景，这一曾经"遥远"的科技产 品已逐步融入生活。 张华介绍："今天大家看到外骨骼机器人可以走进生活，包括我今天自己穿的外骨骼机器人，它就是直接穿在身上。" 张华解释："外骨骼实际上是解决人的代偿需求，除了专用场景，生活场景和工作场景中还有大量通用化的可能。" 目前，外骨骼机器人已实现多元形态 ...

Core Viewpoint - Multiple securities firms are optimistic about Heertai's performance in its core controller business, profitability, and new intelligent business ventures following the Q3 report [1][2] Group 1: Core Business Performance - The controller segment achieved revenue of 7.964 billion yuan in the first three quarters, representing a year-on-year growth of 14.75%, serving as the foundation for the company's overall growth [1] - The company is expected to maintain a trend of improving profitability through supply chain cost management [1] Group 2: New Business Ventures - Heertai is actively expanding into new areas such as robotics, with expectations for rapid revenue growth and improved profitability as these new businesses scale [1][2] - The company has launched the "Perception Plan" with a focus on body interaction technology, which is widely applicable in VR/AR scenarios and extends to products like health care cushions [1] Group 3: AI and Technology Integration - The company is deepening its AI and hardware integration through investments in companies like Network Technology and Moer Thread, enhancing collaboration on cutting-edge technologies [2] - Heertai is making progress in key control areas of robotics and is accelerating industrial synergy through investment and mergers [2] Group 4: Future Outlook - The company is transitioning towards a smart technology platform that integrates software and hardware, showing strong growth resilience and innovative potential [2]

Group 1 - The core viewpoint of the articles highlights the performance of the Consumption Leader ETF (516130), which saw a 2.0% increase in price and a transaction volume of 13.71 million yuan, with a total fund size of 150 million yuan [1] - Key stocks within the ETF include China Duty Free, which hit the daily limit, and New Spring Co., which fell to the daily limit, while ShouLai Hotel and YanJin PuZi saw significant gains of 9.88% and 7.6% respectively [1] - The upcoming 2025 Double 11 shopping festival will incorporate instant retail as a core focus, enhancing "minute-level delivery" services, which is expected to benefit companies like Yili and Haier from increased demand for smart home appliances and fast-moving consumer goods [1] Group 2 - The Ministry of Finance and other departments have issued a notice to optimize duty-free shopping policies, which may provide policy benefits to companies like China Duty Free [1] - The consumption sector is under pressure, but four main trends are identified: (1) Brand expansion into emerging markets, (2) Emotional value sectors like trendy toys and pet products, (3) Growth in AI-driven consumer sectors, and (4) The rise of instant retail and cost-effective dining options [1] - The Consumption Leader ETF passively tracks the Consumption Leader Index, with top ten weighted stocks including Kweichow Moutai, Gree Electric, Yili, and others [2]

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Insights - The company reported a revenue of 4.068 billion yuan for the first nine months of 2025, a year-on-year decrease of 7.32%. The net profit attributable to shareholders was 339 million yuan, down 33.90% year-on-year. The net profit excluding non-recurring items was 241 million yuan, a decline of 53.32% year-on-year. In Q3 2025, the company achieved a revenue of 1.418 billion yuan, an increase of 0.72% year-on-year, and a net profit of 110 million yuan, up 17.46% year-on-year [4][11][12] Summary by Sections Financial Performance - For 9M2025, the company’s revenue was 40.68 billion yuan, down 7.32% year-on-year, primarily due to pressure on card payments affecting digital payment revenue. The payment transaction amount was 2.92 trillion yuan, a decrease of 8.29% year-on-year, with card transactions down 13.72% and scan transactions up 3.50% [12] - The net profit attributable to shareholders for 9M2025 was 3.39 billion yuan, down 33.90% year-on-year, while the net profit excluding non-recurring items was 2.41 billion yuan, down 53.32% year-on-year. The Q3 2025 net profit showed a significant increase, mainly due to the consolidation of Tian Cai Shang Long, which boosted technology business revenue and profit [12][14] Business Growth - The company’s cross-border business continued to grow significantly, with transaction amounts and customer numbers increasing by 77.56% and 71.91% year-on-year, respectively. The company has also accelerated its global expansion by actively pursuing overseas licenses and business opportunities [13] - The introduction of AI-integrated services, including the launch of an AI wallet, has positioned the company as a leader in innovation within the industry, with nearly 8 million registered users and 1.5 million monthly active users by the end of September 2025 [13] Future Outlook - The company is expected to benefit from the ongoing recovery in domestic consumption and the high growth of its cross-border business. Projections for net profit attributable to shareholders for 2025-2027 are 407 million, 412 million, and 424 million yuan, reflecting growth rates of 15.9%, 1.2%, and 2.9%, respectively [14]

Core Insights - China's wind power installed capacity has ranked first in the world for 15 consecutive years, with a new era of annual additions exceeding 10 million kilowatts [1][3] - The total installed capacity of wind power in China is projected to reach 1.3 billion kilowatts by 2030 and 5 billion kilowatts by 2060 [5] - The integration of AI technology in wind power equipment is enhancing operational efficiency and profitability [5][7] Wind Power Capacity and Development - As of now, China's newly connected wind power capacity exceeds 57.84 million kilowatts, with a cumulative capacity of 580 million kilowatts, accounting for 15.7% of the national power generation capacity [1] - Wind power generation from large-scale enterprises contributes to 10.1% of the total electricity consumption in the country [1] - The "Three North" regions have over 75 billion kilowatts of economically and technically exploitable onshore wind energy resources [3] Technological Advancements - The introduction of AI-integrated wind turbines allows for flexible power generation based on electricity price fluctuations, extending the lifespan of turbines by 5 years and increasing yield by 2% to 2.5% [5] - The first AI wind-storage integrated machine has been developed, enhancing revenue from wind farms by over 20% [7] Market Dynamics and Challenges - Starting June 1, 2023, all new energy projects will enter the electricity market, with prices determined through market transactions, posing new challenges for wind power companies [9] - Smart algorithms are now involved in the entire electricity trading process, significantly improving efficiency and addressing the instability of renewable energy generation [11] Regional Development and Economic Impact - The city of Fuxin, once known for coal, is transforming into a hub for wind power, with significant investments in wind turbine manufacturing [12][14] - Fuxin has become a key location for the onshore wind power equipment industry cluster in Liaoning Province, with major domestic wind power companies establishing operations there [16]

Core Insights - The core viewpoint of the article emphasizes the rapid growth and transformation of the collaborative robot (cobot) industry in China, driven by labor shortages and rising costs, leading to increased automation needs among manufacturing enterprises [1][2]. Market Overview - The market size for collaborative robots in China is projected to reach approximately 30,000 units in 2024, representing a year-on-year growth of 28%. By 2025, the market is expected to exceed 40,000 units, with a potential growth rate of 50% [1]. - By 2028, sales of collaborative robots in China are anticipated to surpass 100,000 units, indicating a significant expansion in market scale [1]. Industry Dynamics - The number of global collaborative robot manufacturers is around 130, leading to intensified competition within the industry [1]. - Major international players like FANUC, ABB, and KUKA dominate the high-end market due to their established technology and brand influence, while domestic companies such as Yujian and JAKA are rapidly gaining market share [2]. Technological Advancements - The collaborative robot industry is undergoing a technological breakthrough, with advancements in core components such as precision reducers, servo systems, and frameless torque motors, which are crucial for performance [4][30]. - The integration of AI and vision systems is enhancing the capabilities of collaborative robots, allowing them to adapt to complex environments and perform a wider range of tasks [22][30]. Application Scenarios - Collaborative robots are increasingly utilized across various sectors, including automotive, electronics, semiconductors, and healthcare, with applications ranging from assembly and welding to service roles in restaurants and hospitals [25][28]. - The automotive industry remains a key area for collaborative robot deployment, with applications in welding, gluing, assembly, and inspection [27]. Cost and Competitive Landscape - The cost structure of collaborative robots is heavily influenced by core components, with precision reducers, servo systems, and frameless torque motors accounting for 70% of the total cost [30]. - To overcome cost challenges, the industry is focusing on domestic production of key components and optimizing cost structures through collaborative efforts between manufacturers and suppliers [31][32]. Future Outlook - The collaborative robot industry in China is transitioning from quantity expansion to quality enhancement, with expectations for accelerated domestic production of core components and deeper integration of AI and vision technologies [36]. - The industry faces challenges in cost optimization, standardization, and ecosystem collaboration, which are essential for maintaining competitiveness in the global market [36].

Core Insights - Beisiqi Innovation has rapidly emerged in the ergonomic and smart home sectors, gaining the trust of 44 million users globally within a few years [1] - The company emphasizes the importance of AI integration in its digital transformation strategy from 2025 to 2027, aiming for efficient business and data integration [1][2] Group 1: AI Strategy - The company has adopted a "New Three" strategy for making AI practically usable, which includes new thinking, new paths, and new momentum [2] - New thinking involves the democratization of AI technology, allowing business personnel to easily utilize AI for problem-solving [2] - New paths focus on providing user-friendly applications and tools to encourage employee engagement with AI, such as the popular features of Feishu [2] Group 2: Organizational Change - New momentum signifies a shift from business-driven to technology-driven organizational change, requiring participation from all levels of the company [2] - The CEO's emphasis on AI and the training of executives and business leaders in AI are crucial for fostering a culture of innovation [2] - The company encourages a trial-and-error approach, accepting an 85% accuracy rate for VOC labels to promote team experimentation [2] Group 3: Future Plans - Since July of the previous year, the company has improved its organizational mechanisms and accelerated the deployment of AI applications [2] - Beisiqi Innovation plans to deploy 50 intelligent agents and train 150 business programmers by the end of this year, enhancing its global market expansion efforts [2]

Core Insights - The article highlights the shift in the database market in China, where domestic databases like GaussDB have overtaken Oracle, marking a significant change in the competitive landscape [1][8] - The importance of databases in IT architecture is emphasized, particularly in the context of digital transformation and national technology sovereignty [3][4] Market Dynamics - Oracle, once a dominant player in the database sector, has seen its presence diminish in China, now only existing in a "small number of business systems" [1] - Huawei Cloud's GaussDB has achieved a market share of 13.9%, surpassing Oracle for the first time in the local deployment market [1][8] Technological Advancements - GaussDB has made significant advancements in performance and reliability, achieving transaction processing capabilities that are twice that of competitors under the same hardware configuration [4] - The database can handle 3-node clusters with 3.8 million transactions per minute, equating to 6,333 transactions per second [4] Security and Compliance - GaussDB is the only domestic database to receive the highest security certification (CC EAL4+) and has implemented a comprehensive data protection scheme [5] - The database features a "four defenses" system to ensure data integrity and security against various threats [5] Intelligent Features - GaussDB integrates AI to enhance operational efficiency, providing intelligent assistance for development and maintenance [6] - The database supports rapid fault diagnosis with a 90% accuracy rate, significantly improving system health checks [6] Case Studies - Postal Savings Bank has successfully implemented GaussDB to support a large-scale distributed core system, handling 650 million personal customers and 2 billion transactions daily [6] - Industrial and Commercial Bank of China improved its fault recovery time from 15-30 minutes to just 2 minutes after migrating to GaussDB, showcasing the database's efficiency [6] Strategic Positioning - GaussDB is positioned as a superior choice for enterprises, extending its application beyond finance to sectors like government and energy [7] - The article asserts that with the rise of domestic databases, Chinese enterprises can achieve true digital transformation without being constrained by foreign technology [8]