Group 1 - The first direct current "building charging treasure" in Guizhou has successfully started operation, marking a significant breakthrough in low-carbon park construction in China [2] - TSMC is expected to accelerate global factory expansion with 10 new or expanded wafer fabs next year, with capital expenditure projected to reach $50 billion [2] - China's first 26-meter intelligent active wave compensation bridge has been delivered, contributing to the innovation and development of marine engineering equipment technology [2] - Dongfeng's first Mach power 2.0T engine for low-altitude flight scenarios has been delivered, with a 90% parts commonality with its vehicle engine [2] - Apple is set to surpass Samsung and reclaim the title of the world's largest smartphone manufacturer, driven by the successful launch of the new iPhone series [2][3] Group 2 - The global smartphone market is expected to expand by 3.3% in 2025, with Apple projected to capture a 19.4% market share, marking its first time at the top since 2011 [3]

七年前，美国要求我们自毁长城，不准中国搞制造2025，不准中国进行产业升级，不准中国威胁到美国在高科技行业的霸主地位。 你们以前用8亿件衬衫换一架波音客机，以后也只能是打工的命。 不允许你翻身做老板，更不允许你14亿中国人过上像美国那样的好日子。 七年后，美国参众两院的议员看着眼前报告，发出不可思议的呐喊： 中国已成全球高端制造强国、美国失去了科技霸主的宝座、人类科技的皇冠迎来新王。 这是一个关于误判、傲慢与反转的故事。故事的开头并非现在，而是七年前那场声势浩大的"围剿"。 当时，华盛顿的政客们在办公桌上甩出一份极具侮辱性的清单，试图为东方大国的工业发展按下暂停键。 而七年后的今天，当一份来自美国国会核心机构的重磅报告摆在他们面前时，那原本充满优越感的空气中，如今只弥漫着令人窒息的沉默与难以置信的错 愕。 哪怕是国内曾经也不乏悲观的声音，有人曾断言如果不举起双手投降，科技倒退回封建时代只是时间问题，交通变回马车，通讯靠吼，仿佛现代化的大门是 由西方人把守的，一旦关上，屋内便是黑暗。 然而，历史最爱开这种充满讽刺意味的玩笑。美中经济与安全评估委员会这份最新的调查结论，就像是一记响亮的耳光，打在了当年所有鼓吹"投 ...

Core Viewpoint - CIMC Group announced a strong order reserve in the offshore oil and gas sector, with a focus on high-quality and high-end equipment orders, indicating a positive outlook for revenue and profit growth through efficient delivery [1] Order Reserve - As of June 30, 2025, the offshore engineering hand-held orders amount to approximately $5.55 billion, with production scheduled until 2027/2028 [1] - The company is primarily focusing on FPSO/FLNG projects for oil and gas orders, while non-oil and gas orders are being tracked through existing customer collaborations [1] Market Conditions - Offshore oil and gas project investments have been delayed this year due to macroeconomic uncertainties and high interest rates, with industry forecasts suggesting that delayed projects will be released in 2026 [1] - Investment in deep-sea projects is expected to peak for at least three consecutive years from 2026 to 2028 [1] Financial Outlook - The company anticipates strong growth in both revenue and profit for the year, supported by a high level of orders on hand and efficient delivery capabilities [1]

南财智讯11月24日电，中集集团在投资者关系活动中表示，截至2025年6月末，海工手持订单约55.5亿 美元，已排产至2027/2028年。公司聚焦高质量、高端装备订单，油气订单以FPSO/FLNG项目为主，非 油气订单主要跟踪已有合作客户。得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及 利润有望保持较强的增长趋势。 ...

Core Insights - The article emphasizes the importance of strengthening marine development and utilization, aiming for high-quality growth in the marine economy and the construction of a strong marine nation [1] Group 1: Marine Economic Development - In 2024, Jiangsu Province's marine production value is expected to exceed 1 trillion yuan, reaching 10046.2 billion yuan, accounting for 7.3% of the province's GDP [1] - Lianyungang is positioned as a key hub for marine development, with a projected marine production value of around 120 billion yuan in 2024, maintaining over 25% of the regional GDP [2] - The port's cargo throughput is expected to reach 346 million tons, with container throughput at 6.6907 million TEUs, reflecting year-on-year growth of 7.65% and 9.03% respectively [2] Group 2: Strategic Goals and Innovations - Lianyungang Port Holdings Group aims to integrate into national strategies by developing into an international hub port, comprehensive logistics port, and smart green port [2] - The group plans to achieve full-process automation by 2026 and establish "near-zero carbon terminals" as part of its green initiatives [2] - Jiangsu's offshore wind power generation is projected to reach 32.8 billion kWh in 2024, with a cumulative installed capacity of 11.833 million kW, ranking among the top in the country [3] Group 3: Industry Innovation and Future Trends - Significant achievements in marine industry innovation include the successful delivery of the world's first self-propelled closed-type salmon farming vessel and breakthroughs in deep-sea fishing [3] - Future development should focus on high-end marine industry clusters, enhancing marine technology innovation capabilities, and building a modern marine port system [4] - The article highlights a collaborative development path for Jiangsu's marine economy, leveraging its 954 km coastline and 37,500 square km of jurisdictional sea area [4]

Core Viewpoint - The US-China Economic and Security Review Commission (USCC) acknowledges significant advancements in China's innovation capabilities and its position in the global manufacturing sector, particularly through the "Made in China 2025" initiative, despite its historically critical stance towards China [1][6]. Group 1: Report Findings - The USCC's recent report evaluates the "Made in China 2025" plan, concluding that China has significantly improved its innovation capabilities and solidified its status as a global manufacturing powerhouse over the past decade [1][6]. - The report covers 12 key industries, including semiconductors, high-end CNC machine tools, robotics, and new energy vehicles, assessing performance based on global market share, localization rates, and technology R&D goals [3][6]. - China has reportedly met or exceeded most core targets in sectors such as energy-saving and new energy vehicles, power equipment, and biomedicine, with notable achievements in shipbuilding and power equipment even before the initiative's launch [3][5]. Group 2: Market Impact - From 2015 to 2023, China's share of global exports for MIC2025-related products has steadily increased, with Chinese enterprises accounting for nearly one-quarter of the global export growth in the top ten related fields [6][7]. - In 2023, China exported MIC2025-related products worth $1.5 trillion, representing nearly 20% of the global total for similar products [6][7]. Group 3: Challenges and Innovations - While challenges remain in sectors like agriculture machinery and semiconductors, the report acknowledges significant industrial development in these areas, with China's semiconductor production capacity growing at over four times the global demand growth rate from 2015 to 2023 [4][6]. - The report highlights that China's industrial policy has fostered a highly advanced industrial community, enabling rapid technological breakthroughs across interconnected fields, such as electric vehicles and robotics [7][8]. Group 4: Strategic Implications - The USCC report suggests that China's industrial policies pose challenges not only in specific technologies but also in the overall competitiveness of China's manufacturing and innovation ecosystem [6][7]. - The report emphasizes that the strategic significance of MIC2025 extends beyond individual performance metrics, contributing to enhanced innovation capabilities and greater shares of global manufacturing value [6][7].

《海域使用权立体分层设权技术规范》在全国率先提出了海域使用权立体分层设权宗海界定、宗海 图编绘、海域使用论证、不动产登记等综合性技术规范。该标准将有效指导江苏省开展海域使用权立体 分层设权工作，对江苏省海洋空间资源布局调整与优化、海域资源配置、节约集约用海、海洋保护等工 作起到技术指导作用，对全国海域立体分层设权工作具有示范意义。 近日，江苏省发布并实施《海洋工程装备产品分类与代码》（DB32/T5186-2025）和《海域使用权 立体分层设权技术规范》（DB32/T5184-2025）两项海洋标准。 两项海洋标准进一步规范了当前海洋工程装备产业统计监测以及海域使用分层设权工作，填补了江 苏省相关标准领域的空白，标志着江苏省在推动海洋标准化建设方面迈出了关键一步，为海洋经济统计 监测和海域使用管理提供了有力支撑。两项标准均由江苏省海洋经济监测评估中心（江苏省海域使用动 态监视监测中心）牵头起草编制。 据悉，《海洋工程装备产品分类与代码》是我国海工装备统计领域首个专门针对产品分类与代码的 地方标准，将在海洋工程装备产品统计监测、海洋工程装备产品类别划分、海洋工程装备企业判定、海 洋工程装备产业统计核算等领域发挥 ...

Core Insights - The 27th China International High-Tech Achievements Fair (高交会) showcases significant advancements in high-tech industries, emphasizing "high, precision, and cutting-edge" technologies and products, with over 90% of exhibits being physical items and more than 20% being debut displays [1][2] Group 1: Key Technologies and Exhibitors - The 9th hall features critical technologies and products related to national security and technological innovation, including aerospace, high-end marine engineering, and intelligent manufacturing [2] - Notable exhibitors include China Aerospace, China National Offshore Oil Corporation (CNOOC), BYD, and the Shenzhen Advanced Institute of Technology, showcasing their latest technological achievements [2][3] - The "Shenzhen Star," the world's first high-throughput satellite customized for mobile communication, is displayed by Asia-Pacific Satellite Broadband Communication (Shenzhen) Co., highlighting its role in disaster communication [2] Group 2: Innovations in Energy and Computing - CNOOC presents advanced marine energy equipment, including the "Deep Sea No. 1" energy station and "Sea Anemone No. 1" FPSO, showcasing its latest technological advancements in deep-water oil and gas exploration [3] - The Guangming Laboratory has acquired four sets of Huawei's self-developed computing clusters, each containing 384 domestic GPUs, for large model training and multimedia processing, transitioning from NVIDIA due to export restrictions [4] - The Shenzhen Advanced Institute of Technology introduces the HYPIR image restoration model and the HYPVR video enhancement model, which significantly improve the quality of old films and video content [4] Group 3: Medical and Biotechnological Innovations - The "Results Supermarket" at the fair features 125 achievements in fields such as high-end medical devices and brain-machine interfaces, allowing visitors to interactively learn about technological highlights and application scenarios [5][6] - The world's first "imaging" magnetic resonance device, uMRUltra, developed in collaboration with United Imaging Healthcare, has received regulatory approvals and is set for global launch [6] - A novel multi-modal imaging-guided pulsed electric field ablation device is showcased, which integrates various imaging technologies for precise treatment of complex medical conditions [6]

"把陆用改为船用，难度堪比在摇晃的'秋千'上搭建炉灶做饭。稍有失误，炉灶就不能用。而且必须要 根据下游用户用气需求自动匹配并调整设备运行参数，对智能化水平要求极高。"项目技术经理高辉回 忆研发过程时感慨道。为解决这些难题，中圣高科公司和中圣研究院抽调技术精英成立研发团队，历经 多轮攻坚，同时全面升级装置自动控制水平，采用AI算法，实现一键启停、故障和事故报警、性能参 数实时监控和全自动负荷智能匹配等功能，无需人员操作和值守。团队还提出"气化器撬装化轻量化设 计"理念，将整台设备重量控制在100吨以下，比陆工模块轻了50%以上，不仅满足船舶对设备结构尺寸 的严格要求，还能够大幅节省船体空间。 据了解，中圣科技集团未来计划将该模块化装置投入批量生产，除应用于FSRU外，还可拓展至其他 LNG船。同时，集团计划将这一国产技术推向欧洲等LNG需求旺盛的地区，为我国海工核心装备国产 化、国际化进程注入动力。 此次交付的浸没燃烧式气化器模块化装置，不仅传承了陆用浸没燃烧式气化器开机快、气化能力强的优 势，更针对海洋环境进行全方位升级：传热效率不低于98%，氮氧化物排放浓度优于国际海洋公约环保 标准。以实际应用场景测算，这 ...

Core Insights - The article highlights the advancements in marine technology and equipment showcased at the 8th International Diving Salvage and Marine Engineering Equipment Exhibition held in Xiamen from November 7 to 9, emphasizing China's innovative capabilities in ocean development [1]. Marine Equipment Innovations - The "FCV4000" remote-controlled underwater vehicle can operate at depths of 4000 meters, designed to meet the challenges of deep-sea oil exploration and marine engineering [2][4]. - The "Yihang Jin'an 1" self-propelled submerged pipe transportation and installation vessel is capable of performing complex underwater installations without auxiliary vessels, showcasing advanced technology in submerged pipe construction [5][7]. - The "Underwater Miner" robot can operate at depths of 2000 meters and is equipped with multiple tools for underwater tasks, demonstrating versatility in marine engineering applications [8][10]. - The "Manyang Weilan" unmanned oil spill response vessel is designed for rapid deployment in pollution control, featuring advanced operational capabilities in challenging sea conditions [11][13]. - The "Jida 4" wave energy generation platform is designed to harness wave energy for power generation, with a capacity of 100 kilowatts, contributing to clean energy solutions in marine environments [14]. Industry Trends - The exhibition showcased over a thousand pieces of technology and equipment, reflecting the trend towards deep-sea, intelligent, and environmentally friendly development in China's marine technology sector [14].