本报讯(记者袁传玺)天眼查工商信息显示，近日，博亚特材科技(武汉)有限公司成立，法定代表人为张 恪，注册资本2000万元，经营范围包括工程和技术研究和试验发展、人工智能行业应用系统集成服务、 工业控制计算机及系统销售等。股东信息显示，该公司由博亚精工（300971）等共同持股。 ...

天眼查工商信息显示，近日，博亚特材科技（武汉）有限公司成立，法定代表人为张恪，注册资本2000 万人民币，经营范围包括工程和技术研究和试验发展、人工智能行业应用系统集成服务、工业控制计算 机及系统销售等。股东信息显示，该公司由博亚精工（300971）等共同持股。 天眼查工商信息显示，近日，博亚特材科技（武汉）有限公司成立，法定代表人为张恪，注册资本2000 万人民币，经营范围包括工程和技术研究和试验发展、人工智能行业应用系统集成服务、工业控制计算 机及系统销售等。 ...

Core Insights - China's economy is demonstrating resilience and innovation, with significant growth in foreign trade and foreign investment despite external challenges [1][5][8] - The transformation of China's foreign trade structure is evident, with a shift from labor-intensive products to high-tech and high-value-added goods [3][5] - Foreign companies are increasingly viewing China not just as a market but as a vital part of their global supply chain and innovation ecosystem [8][9] Group 1: Trade and Economic Growth - In the first three quarters, China's total goods trade value increased by 4% year-on-year, with new foreign-funded enterprises rising by 4.1% in the first half of the year [1][5] - High-tech product exports grew by 11.9% year-on-year, contributing over 30% to overall export growth [5][6] - The export of electromechanical products now accounts for 60% of total exports, indicating a significant shift in trade composition [3][5] Group 2: Company Innovations and Developments - Huakin, a leading company in smart product manufacturing, plans to produce 230 million smart products in 2024, with over 100 million units destined for international markets [2] - The company has invested over 5 billion yuan annually in technology development, employing over 19,000 R&D personnel [2] - Shanghai's Qinglong Intelligent Technology has produced 100,000 service robots, which have collectively traveled over 40 million kilometers, equivalent to over 1,000 times around the Earth [5][6] Group 3: Foreign Investment and Market Dynamics - Over 5,700 new foreign-funded enterprises were established annually in Shanghai since the 14th Five-Year Plan, with a total of 33,000 new foreign-funded enterprises nationwide in the first half of the year [8][9] - Schneider Electric has established China as a key supply chain and R&D base, emphasizing the collaborative advantages of the industrial chain [8] - Foreign companies express confidence in investing in China, viewing it as a strategic market for future growth [9]

Core Viewpoint - The successful implementation of the "Double King" strategy by Huichuan Technology is highlighted, particularly through the independent operation and listing of its subsidiary, United Power, which aims to become a leading provider of intelligent electric vehicle components and solutions [2][3][4]. Group 1: Company Strategy and Performance - The "Double King" strategy, proposed in 2016, focuses on becoming the "King of New Energy Vehicles" and the "King of Intelligent Manufacturing," leading to significant growth in both industrial control and new energy vehicle components [3][4]. - United Power's revenue for the first half of this year reached 9.138 billion yuan, a year-on-year increase of 50%, with net profit growing approximately 90% to 549 million yuan [4]. - The independent operation of United Power has not only enhanced business performance but also fostered team development, improving adaptability and responsiveness to market changes [4][5]. Group 2: Market Position and Competitive Advantage - United Power has established itself as a leading independent third-party supplier in the domestic market, holding approximately 10.1% market share in electric motor controllers and 11.3% in stator installations for new energy passenger vehicles [6][7]. - The company serves over 40 OEMs and has developed hundreds of power system solutions, leveraging modular design to reduce costs and enhance responsiveness to market demands [7][8]. Group 3: Future Outlook and Innovation - The automotive industry is transitioning towards intelligent vehicles, with United Power aiming to integrate robotics concepts into automotive design, focusing on intelligent chassis and safety enhancements [9][10]. - The global intelligent chassis market is projected to exceed $80 billion by 2025, with a significant portion attributed to control technologies, indicating a strong growth opportunity for United Power [10].

Group 1: Overview of Chinese Companies Going Global - Chinese companies are actively engaging in globalization, showcasing "Chinese manufacturing" on the world stage while also creating opportunities for global partners to enter the Chinese market [1] - The article highlights two representative companies: Huaqin Technology and Schneider Electric, illustrating the integration of Chinese enterprises into the global market and vice versa [1] Group 2: Huaqin Technology - Huaqin Technology, a leading player in the global ODM industry, has expanded its business from mobile phones to various sectors including smart wearables, laptops, automotive electronics, and robotics [2] - The company has established strategic partnerships with eight of the top ten global smartphone brands and has shipped over 200 million smart terminal products annually [2][4] - Huaqin's overseas revenue now accounts for 50% of its total revenue, with factories established in India, Vietnam, and plans for Mexico to enhance its global footprint [4] Group 3: Schneider Electric - Schneider Electric, a major player in industrial control, has integrated deeply into the local supply chain in China, with 30 factories and logistics centers established in the country [6] - The company has over 2,200 R&D engineers and more than 3,000 patents in China, making it a crucial part of Schneider's global R&D network [6] - The implementation of digital technologies has led to an 82% increase in production efficiency and a 67% reduction in order delivery time, with new product launch times reduced to as little as six months [7]

Summary of Dongtu Technology Conference Call Industry and Company Overview - **Company**: Dongtu Technology - **Industry**: Industrial Control Systems, Semiconductor Equipment, Communication Solutions Key Points and Arguments 1. **Market Positioning and Strategy**: Dongtu Technology is consolidating its network communication business in mature markets such as rail transit and electricity, while enhancing technical research and service stickiness. The company collaborates with the Electric Power Research Institute to provide communication solutions for new power systems using TSN and AUTOSAR buses [2][3] 2. **Business Structure Adjustment**: In 2025, Dongtu Technology is focusing on optimizing its business structure and cultivating high-value-added businesses, particularly in industrial AI applications and controller business scenarios. The company aims to solidify its foundation in existing markets while actively expanding into new ones [3][4] 3. **Domestic Semiconductor Equipment Market**: The domestic semiconductor equipment market has significant potential for domestic substitution, with an estimated market size of 400 billion RMB in 2024. Currently, 20% of this market has completed domestic substitution, leaving a potential space of approximately 270 billion RMB for control systems [5][10] 4. **Traffic Server Market Breakthrough**: Dongtu Technology has made significant progress in the traffic server market, winning contracts for smart traffic projects in Beijing, with a total order exceeding 69 million RMB. The traffic signal machine market is vast, with local brands accounting for over 55% of the market share [5][6] 5. **Industrial Operating System Development**: The company is collaborating with leading enterprises in CNC machine tools and industrial robots to advance its industrial operating system. This initiative is supported by government policies and aims to expand the ecosystem through partnerships with state-owned enterprises [6][7] 6. **Strategic Partnership with Haiguang**: Dongtu Technology has entered a strategic partnership with Haiguang, utilizing their third to fifth generation CPU products to support seamless operation of user programs on Dongtu's operating system. This collaboration aims to enhance product performance and meet domestic substitution needs [8][9] 7. **Full-Stack Domestic Solutions**: The company offers a full-stack domestic solution covering semiconductor equipment, including upper and lower machines, PFC, and various components, accelerating the replacement of foreign real-time operating systems [4][10] 8. **Market Potential for Industrial Control Machines**: The domestic industrial control machine market has a potential capacity of 2-3 billion RMB annually, with Dongtu Technology providing comprehensive solutions to accelerate the replacement of foreign products [11][12] 9. **Challenges in Product Iteration**: Domestic enterprises face challenges in product iteration and service due to economic impacts and strategic requirements. Many companies prioritize domestic technologies for supply chain security and stability [14] 10. **Future Market Expectations**: The market for public machines is projected to reach 16.5 billion RMB in 2024, with significant growth expected in the semiconductor sector. The adoption of domestic CPUs is increasing, although Intel remains dominant [19][22] Other Important Insights - **Profit Margins**: Dongtu Technology's profit margin is at least 47%, with higher margins typically seen in the semiconductor industry due to its high-risk nature and associated services [22] - **Industrial Communication System Market Share**: The company's share in the industrial communication system market is approximately 3%-4% [24] - **Future Orders and Product Development**: The company anticipates seeing orders materialize in the fourth quarter, with significant progress in the industrial innovation sector and a strong competitive position in the market [26]

每经记者｜杨建 每经编辑｜肖芮冬 NO.3 SK On全固态电池试点工厂正式落地，拟2029年实现商用 SK On于9月16日宣布在韩国大田广域市儒城区未来技术院内建成了全固态电池试点工厂。该试点生产 线主要用于向客户提供试制品，并承担对产品质量与性能进行系统化评估验证的职能。此次建成工厂规 模约4628平方米，SK On将在新试点生产线中开发硫化物系全固态电池，部分生产线还将开发固态电池 锂金属电池。SK On计划于2029年实现全固态电池的商用化，较原定目标（2030年）提前一年。 NO.4 工信部印发《场景化、图谱化推进重点行业数字化转型的参考指引（2025版）》 9月16日，工业和信息化部办公厅印发《场景化、图谱化推进重点行业数字化转型的参考指引（2025 版）》。指引附件中给出钢铁、石化、工程机械、新能源汽车、机器人、医疗装备、家电、制糖、白 酒、美妆日化、锂电池、印制板（PCB）、智能移动终端、民爆等14个行业的2025版场景图谱，后续也 将继续支持行业相关主体根据技术演进和产业发展对场景图谱进行动态更新。同时，鼓励其他行业探索 开展"一图四清单"建设。 NO.5 东土科技与海光信息联合发布IC ...

Group 1 - The core viewpoint of the article is the collaboration between Dongtu Technology and Haiguang Information to launch domestically produced industrial control equipment, marking a significant advancement in China's industrial system from "single-point breakthroughs" to "system-level collaboration" [1] Group 2 - Dongtu Technology and Haiguang Information will jointly release three categories of fully domestically produced industrial control equipment by September 2025: IC 3003C servers, IC3001C/IC3002C industrial computers, and NewPre 310XC series controllers [1]

人民财讯9月16日电，据东土科技（300353）消息，2025年9月，东土科技与海光信息联合发布IC3003C 服务器、IC3001C/IC3002C工控机、NewPre310XC系列控制器三大类全国产化工控设备，标志着国产工 业体系从"单点突破"正式迈入"系统级协同"时代。 ...

Group 1: Overview of Chinese Companies Going Global - Chinese companies are actively engaging in globalization, showcasing "Chinese manufacturing" on the world stage while also creating opportunities for global partners in the Chinese market [1][2] - The article highlights two representative companies: Huaqin Technology and Schneider Electric, illustrating their successful integration into global markets and local operations [1][2] Group 2: Huaqin Technology's Global Strategy - Huaqin Technology, a leading player in the global ODM industry, has expanded its business from mobile phones to various sectors including smart wearables, laptops, automotive electronics, and robotics, with over 200 million smart terminal products shipped annually [3][4] - The company adopted the "HQ" quality label, which symbolizes its commitment to high quality, and has established strategic partnerships with eight of the top ten global smartphone brands [4] - Huaqin has successfully navigated challenges in international markets, such as forming joint ventures in India to address local production needs and relocating production lines to Vietnam to mitigate tariff impacts [5][6] Group 3: Schneider Electric's Local Integration - Schneider Electric has deeply integrated into the local supply chain in China, with 30 factories and logistics centers established, and five major R&D centers that are crucial to its global network [7][8] - The company emphasizes the importance of Chinese innovation, with over 2,200 R&D engineers and more than 3,000 patents, showcasing its capability for world-class product development [7][8] - Schneider Electric has implemented digital technologies such as big data, 5G, and AI in its production processes, resulting in an 82% increase in productivity and a 67% reduction in order delivery times [8]