Group 1 - The Ministry of Industry and Information Technology has issued a notice to initiate the second batch of industrial robot industry standard announcement application work [1] - Relevant industrial robot companies are encouraged to voluntarily apply by filling out the "Industrial Robot Industry Standard Enterprise Application Report" and providing supporting materials [1] - Provincial-level industrial and information authorities and relevant central enterprise groups are responsible for the preliminary review of application materials from local enterprises and will submit qualified applications to the Ministry of Industry and Information Technology [1]

分析师：张刚 资料来源：聚源，中原证券研究所 -14% -8% -3% 2% 8% 13% 19% 24% 2024.06 2024.10 2025.02 2025.06 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,402.32 | 0.52 | | 深证成指 | | 10,246.02 | 0.83 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 3,894.63 | 0.75 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,707.94 | 0.80 | | 中证 | 500 | 5,792.95 | 0.61 | | 中证 | 1000 | 6,116.76 | 0.33 | | 国证 | 2000 | 7,801.23 | 0.58 | | 资料来源：聚 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：Wind,中原证券 -14% -8% -3% 2% 8% 13% 19% 24% 2024.06 2024.10 2025.02 2025.06 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,384.82 | -0.44 | | 深证成指 | | 10,162.18 | -0.86 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 3,865.47 | -0.51 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 3,678.67 | -0.58 | | 中证 | 500 | 5,757.99 | -0.82 | | 中证 | 100 ...

Core Insights - China's total import and export value of goods reached 17.94 trillion yuan in the first five months of this year, with exports growing by 7.2% to 10.67 trillion yuan [1] - The export of industrial manufacturing products amounted to 6.22 trillion yuan, reflecting a growth of 9.2%, with industrial robots seeing a remarkable increase of 55.4% [1] - The cumulative production of industrial robots in China for the first four months was 221,000 units, representing a year-on-year growth of 34.1% [1] Industry Growth - The global industrial robot market is projected to reach approximately $13.63 billion in 2024 and $18.93 billion by 2031, with a compound annual growth rate (CAGR) of 4.9% from 2025 to 2031 [2] - China's industrial robot export value increased from 1.98 billion yuan in 2017 to 8.06 billion yuan in 2024, achieving a CAGR of 22.2% over seven years [2] - Multi-joint robots are the primary exported industrial robots due to their flexibility and wide applicability in complex tasks such as assembly and welding [2] Technological and Policy Support - The rapid international expansion of China's robot industry is driven by technological innovation and policy support, with significant advancements in core technologies and industrial ecosystem development [3] - Domestic companies have successfully developed core components with independent intellectual property rights, enhancing their competitiveness in the global market [3] - The ongoing competition in the industrial robot sector is prompting companies to accelerate technological iterations and upgrade their product competitiveness [3] Corporate Actions - Companies are actively expanding their overseas markets, with over 250 inquiries related to "industrial robots" on the Shenzhen Stock Exchange's interactive platform in the past month [4] - Guangdong Tuosida Technology Co., Ltd. plans to steadily advance its overseas market expansion, gaining recognition for its industrial robots and related solutions [5] - Shenyang Siasun Robot & Automation Co., Ltd. aims to continue its overseas market layout and increase its "going out" efforts to enhance overseas revenue [5] - Nanjing Estun Automation Co., Ltd. is focusing on expanding into Europe, America, the Middle East, and Southeast Asia, targeting opportunities in the electric vehicle and lithium battery sectors [5] - Companies are encouraged to focus on technological innovation and invest in core component research, while also exploring niche markets and strengthening supply chain collaborations [5]

Core Viewpoint - China's goods trade imports and exports maintained a growth trend, with a year-on-year increase of 2.5% in the first five months of 2025, reflecting resilience amid external pressures [2][3][17]. Trade Performance - The total value of China's goods trade in the first five months reached 17.94 trillion yuan, with May's imports and exports amounting to 3.81 trillion yuan, a growth of 2.7% [3][20]. - In May, exports were 2.28 trillion yuan, showing a growth of 6.3%, with significant increases in exports to ASEAN (16.9%), EU (13.7%), Africa (35.3%), and Central Asia (8.8%) [5][20]. Sector Analysis - Equipment manufacturing products exported in the first five months totaled 6.22 trillion yuan, a year-on-year increase of 9.2%, accounting for 58.3% of total exports. Notable growth was seen in electric vehicles (19%), construction machinery (10.7%), ships (18.9%), and industrial robots (55.4%) [10]. - The central region's imports and exports grew by 11.1% in the first five months, significantly outpacing the national average by 8.6 percentage points, with a total of 1.5 trillion yuan [12][14]. Foreign Trade Dynamics - Foreign-funded enterprises' imports and exports reached 5.21 trillion yuan in the first five months, making up nearly 30% of the total trade value [21][23]. - The number of foreign-funded enterprises with import and export performance exceeded 73,000, marking a five-year high for the same period, indicating China's commitment to high-level opening-up [26]. Government Initiatives - The government is actively responding to the complex foreign trade environment through institutional innovation, customs facilitation, and market expansion, including a five-month cross-border trade facilitation initiative involving 20 departments [30]. - Local governments are implementing tailored measures, such as Guangdong's "Yue Trade Global" and Sichuan's "Chuan Xing Tian Xia," to complement national policies and foster a vibrant foreign trade atmosphere [31].

作 者丨程浩 编 辑丨于长洹 近期发布的《2025中国镇域经济高质量发展研究》，对除直辖市和港澳台地区外的全国2万多 个建制镇进行综合评价，形成"2025镇域经济500强"。 南方财经记者梳理发现，跻身全国500强的建制镇来自全国的21个省份， 入围镇主要集中在经 济发达的省份，其中入围数量位居前三的省份分别为江苏（128席）、广东（102席）、浙江 （82席），江苏、广东、浙江三地入围数量占比达62.4% 。 此次广东有102镇上榜，占比达20.4%，相较于2024年的98席和2023年的81席，连续数年增 长。 排名前10的镇中，广东占据了七席 。 华南城市研究会会长、暨南大学教授胡刚在接受南方财经记者采访时表示，当前 广东镇域经济发展仍面临腰部"断档"、区域发展不平衡等诸多问题。广东镇域经 济到了打破空间限制、结束单打独斗的时刻，随着广东百县千镇万村高质量发展 工程（简称"百千万工程"）的深入推进，在政策、资金、人才等资源的倾斜下， 要以网络化思维重构"镇域经济"，将有限的资源集中在具有潜力和比较优势的领 域，集中力量培育打造一批不同类型的经济强镇、特色产业强镇，进一步激发广 东镇域经济活力。 苏粤浙领 ...

Core Insights - The article discusses the significance of touch in enhancing the perception and interaction capabilities of robots, highlighting the development of the Touch100k dataset and the TLV-Link pre-training method [1][11]. Group 1: Touch100k Dataset - Touch100k is the first large-scale dataset that integrates tactile, multi-granular language, and visual modalities, aiming to expand tactile perception from "seeing" and "touching" to "expressing" through language [2][11]. - The dataset consists of tactile images, visual images, and multi-granular language descriptions, with tactile and visual images sourced from publicly available datasets and language descriptions generated through human-machine collaboration [2][11]. Group 2: TLV-Link Method - TLV-Link is a multi-modal pre-training method designed for tactile representation using the Touch100k dataset, consisting of two phases: course representation and modality alignment [6][11]. - The course representation phase employs a "teacher-student" paradigm where a well-trained visual encoder transfers knowledge to a tactile encoder, gradually reducing the teacher model's influence as the student model improves [6][11]. Group 3: Experiments and Analysis - Experiments evaluate TLV-Link from the perspectives of tactile representation and zero-shot tactile understanding, demonstrating its effectiveness in material property recognition and robot grasping prediction tasks [8][11]. - Results indicate that the Touch100k dataset is practical, and TLV-Link shows significant advantages over other models in both linear probing and zero-shot evaluations [9][11]. Group 4: Summary - The research establishes a foundational dataset and method for tactile representation learning, enhancing the modeling capabilities of tactile information and paving the way for applications in robotic perception and human-robot interaction [11].

Core Insights - The report titled "2025 China Town Economic High-Quality Development Research" evaluates over 20,000 administrative towns across the country, resulting in the formation of the "2025 Town Economic Top 500" list [1][2] - The top three provinces with the most towns in the list are Jiangsu (128), Guangdong (102), and Zhejiang (82), accounting for 62.4% of the total [2][3] - Guangdong's representation has increased from 81 towns in 2023 to 102 in 2024, marking a continuous growth over three years [3][10] Group 1: Economic Performance - The top 10 towns in the list include seven from Guangdong, indicating its strong economic performance [2][6] - The towns in the top 500 are primarily from economically developed provinces, with Guangdong leading in the number of towns [2][9] - In the top 200 towns, Guangdong, Jiangsu, and Zhejiang account for 69, 59, and 29 towns respectively, representing 78.5% of the total [2] Group 2: Development Challenges - Despite the growth, Guangdong faces challenges such as regional development imbalances and a lack of mid-tier towns [1][9] - The report emphasizes the need for a networked approach to restructure the town economy, focusing resources on areas with potential and comparative advantages [1][10] Group 3: Strategic Recommendations - The "Three Integrations" strategy is proposed to enhance town economic development, focusing on integrating into urbanization, modern industrial systems, and rural revitalization [4][5] - The report suggests that towns should actively engage in provincial and municipal industrial chains and collaborate with neighboring towns for collective growth [5] Group 4: Notable Towns and Industries - Notable towns include Longan and Humen in Dongguan, which are key players in the electronic information and garment industries respectively [7][9] - The report highlights that Longan has become a "trillion-yuan town" with a GDP of 1,050.7 billion yuan in 2024, while Humen is recognized as "China's first clothing town" [7][9] Group 5: Future Goals - Dongguan aims to establish several "trillion-yuan towns" and "billion-yuan villages" by 2027, with specific GDP targets for town streets and parks [8] - The report indicates that Guangdong's town economy is transitioning from agriculture to industry, with a focus on high-end industrial upgrades [10]

Core Insights - Changzhou is positioning itself as a significant player in the new energy sector, aiming for a scale of over 1 trillion yuan in the new energy industry and a production of over 1 million new energy vehicles by 2025 [3] Group 1: New Energy Industry Development - Changzhou has seen over 80 new energy projects established this year, showcasing its rapid growth in the sector [2] - The city has formed a complete industrial chain with over 2,000 core supporting enterprises, enhancing its competitiveness in the new energy field [2][3] - The establishment of the New Energy Group aims to create a comprehensive ecosystem for energy production, storage, and usage, positioning Changzhou as a testing ground for innovative applications [2] Group 2: Robotics and Emerging Industries - Changzhou produces one out of every four industrial robots in China, reflecting its strong capabilities in the robotics sector [3] - The city has signed 30 major projects focused on strategic emerging industries such as new power equipment and semiconductors, indicating a proactive approach to industrial diversification [4] - Collaboration between industries, such as robotics and new energy, enhances overall competitiveness and creates new application scenarios [4] Group 3: Innovation and Technology Integration - Changzhou has developed an innovation hub in the Science and Education City, where new technology companies and patents are rapidly emerging [5][6] - The city promotes a "pay-for-use" model for technology achievements, facilitating the transition of research outcomes to practical applications [5] - A strong ecosystem for high-tech innovation has been established, characterized by comprehensive collaboration and resource integration [6]

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