广东省电子信息行业协会近日发布"2025年广东省电子信息制造业综合实力百强企业"名单，欧菲光 （002456.SZ）成功入选并位列第38位，彰显公司的行业领先地位，获行业高度认可。 作为光学光电领域的领军企业，欧菲光拥有智能手机、智能汽车、新领域三大业务体系，为客户提供一 站式光学光电产品技术服务，主营业务为光学摄像头模组、光学镜头、指纹识别模组、 3D ToF、驾驶 域、车身域、座舱域和智能门锁等相关产品的设计、研发、生产和销售。凭借深厚的技术积累，公司的 产品持续创新升级，通过产业链的平台化整合，在光学影像领域发展迅速，积累了优质的客户资源，跻 身于行业前列。 在规模量产中，欧菲光建立了完善的产品质量管理体系，质量管理贯穿产品设计、物料采购、生产管理 全过程，确保产品质量稳定性和一致性。同时，该公司持续引进并应用高度自动化的设备与产线，组建 专业自动化改造团队，结合实际需求自研设备，对生产线进行整合与升级，从而提升劳动效率，缩短生 产周期。此外，公司不断优化生产工艺，持续改良各类产品的工艺流程，产品良率稳步提升，制造成本 进一步降低。 依托智能化生产线与工业互联网技术，欧菲光生产效率和产品质量大幅跃升，持 ...

AB 19 _555 重庆工商大学成渝地区双城经济圈建设研究院研究员莫远明 "十五五"时期，重庆要紧扣奋力打造新时代西部大开发重要战略支点、内陆开放综合枢纽"两大定位"，深化体制机制改革，把比较优 势和后发优势转化为发展胜势，放大国家战略叠加效应，加强产业联动和区域协同，以重要经济中心、科技创新中心、西部金融中心 和巴蜀文化旅游走廊为核心，全力提升成渝地区双城经济圈发展能级。要着力重点提升成渝地区双城经济圈的产业发展能级、平台功 能能级、区域协同能级和央地合作能级，打造带动全国高质量发展的重要增长极和新的动力源。 在平台功能方面，要用好用活自贸区、综保区、高新区/西部科学城、中新互联互通项目等国家级政策，加快川渝十大毗邻地区建设， 加速重大项目、重大政策、重大改革事项落地见效，发挥重点区域增长极的引领示范作用。 在区域协同方面，要促进区域协同和双核联动，助力现代化新重庆建设，加快构建"一体两核多点"区域联动新格局。 在深化合作方面，要抓住新一轮战略风口，深化央地合作，争取中央部委大力支持，争取更多的央企在重庆布局总部或西南总部，同 时深化与西部地区省市、长江经济带沿线省市、西部陆海新通道沿线省市的省际合作，进 ...

转自：贵州日报 俯瞰贵州科学城。 本报讯 记者从贵州科学城获悉，目前，贵州科学城正以科技创新为核心引擎，围绕服务全省"六大产业 集群"战略部署，加速促进科技与产业深度融合，着力构建"2+1+N"现代化产业体系，全力打造引领区 域创新驱动发展的策源高地。 这一体系以电子信息制造业和先进装备制造业为两大主导产业，以数字经济为特色产业，并前瞻布局人 工智能、前沿材料、低空经济等新兴产业与未来产业，形成层次分明、梯次衔接的产业生态，为贵州实 体经济发展注入强劲动能。 在电子信息制造业领域，贵州科学城聚焦核心基础环节，深耕"芯、件、机"三大领域，依托龙头企业带 动效应，做强集成电路芯片产业链，重点发展面向航空航天、船舶及高端民用领域的高可靠性模拟集成 电路，同步拓展车规级集成电路应用场景，完善从设计到应用的全链条布局；以技术创新突破为抓手， 壮大基础电子元器件规模，突破高端产品技术壁垒，推动新型电子元器件在5G泛智能终端领域普及； 发力新型显示终端制造，攻关关键工艺技术，延伸智能终端配套产业链，推动产业向高端化、智能化升 级。 先进装备制造业则围绕国家战略需要，以航空发动机等高端装备为重点，推动上下游材料、核心零部 件 ...

1月22日，伯恩慈善信托正式宣告成立，并注入首笔善款100万元，将用于教育助学、环境保护、科技创 新、应急救灾及扶贫济困等五大核心公益领域。这一公益新载体的落地，标志着伯恩光学深耕20年的公 益事业完成战略性升级，以规范化、专业化的信托模式，开启可持续慈善新篇章，彰显了惠州制造业龙 头企业的社会责任与担当。 20年公益积淀 5亿善款书写责任担当 作为广东电子信息制造业的标杆企业，伯恩光学的公益初心始终与企业发展同频共振。深耕公益20年， 累计捐赠超5亿元，慈善足迹遍布教育帮扶、应急救灾、民生改善等多个领域。 从大额支持高校教育事业到助力灾区救援，从帮扶困难群众到推动民生保障，伯恩光学的公益行动始终 务实高效，凭借持续的投入与扎实的成效，先后斩获"广东省最具社会责任感企业""惠州慈善楷模奖"等 多项殊荣，成为企业履行社会责任的典范，也为此次慈善信托的成立奠定了坚实的实践根基。 创新信托模式 实现公益效能质的飞跃 "这是伯恩光学20年公益路的新起点，更是责任的延续。"伯恩慈善信托会长杨俊建在成立仪式上表示， 传统捐赠模式在善款长期管理、精准投放等方面存在局限，而慈善信托的专业化运作，能让企业的善意 突破时间与空间 ...

Core Insights - In 2025, China's manufacturing industry is expected to maintain quality growth with a total value added of 34.7 trillion yuan, representing a year-on-year increase of 6.1%, keeping its position as the world's largest manufacturing sector [1] - The growth of the manufacturing sector is shifting from scale expansion to technology-driven advancements, with high-tech manufacturing value added increasing by 9.4%, contributing 26.1% to the growth of large-scale industrial output [1] - New industries are growing faster than traditional sectors, with significant increases in equipment manufacturing (railway, shipbuilding, aerospace) at 14.0%, electronics at 10.6%, and automotive manufacturing at 11.5%, all surpassing the average growth rate of the manufacturing sector [1] Manufacturing Sector Performance - High-tech industries are showing strong momentum with new products, including a 25.1% increase in new energy vehicle production, a 22.8% increase in storage chip production, and a 12.6% increase in server production [1][6] - The application of "Artificial Intelligence+" is accelerating, leading to rapid growth in industrial and service robots, with industrial robot production increasing by 28.0% and service robots by 16.1% [6] Traditional vs. High-tech Industries - Traditional industries are experiencing slower growth, with various sectors such as coal mining and washing, rubber and plastic products, and pharmaceutical manufacturing showing lower year-on-year increases compared to high-tech sectors [4]

Group 1 - The Ministry of Industry and Information Technology of China emphasizes stabilizing effective investment in the manufacturing sector to achieve a good start for the "14th Five-Year Plan" [1] - The meeting highlights the current challenges faced by the industrial economy, including external environmental changes and increasing internal risks, while also recognizing the advantages of China's industrial economy, such as a large market and complete industrial system [1] - The meeting outlines the implementation of a new round of ten key industries' growth stabilization work plan, which includes sectors like steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automobiles, power equipment, light industry, and electronic information manufacturing [1] Group 2 - The meeting calls for entrepreneurs to focus on enhancing basic research and original innovation capabilities, actively participate in industry rule-making, and resist "involution" to protect the industry development environment [2] - In the first 11 months of 2025, the industrial added value of large-scale industries increased by 6% year-on-year, with high-tech manufacturing and equipment manufacturing growing by 9.2% and 9.3% respectively, indicating a significant acceleration in industrial upgrading [2]

Core Viewpoint - The article emphasizes the significant progress in the digital transformation of the manufacturing industry in China, highlighting the government's strategic initiatives and the establishment of a comprehensive framework to support this transformation by 2025 [4][18]. Group 1: Digital Transformation Framework - The State Council issued a digital transformation action plan for the manufacturing industry, aiming for full coverage of digital upgrades in key industrial enterprises by 2027 and completion of a round of digital transformation by 2030 [4]. - A universal evaluation index system for the digital transformation of the manufacturing industry has been established, categorizing transformation levels into five grades (L1-L5) [6]. - A comprehensive information service platform for manufacturing digital transformation has been launched, providing assessment diagnostics, policy documents, and industry evaluations, with connectivity established across 15 provinces [9]. Group 2: Industry-Specific Policies - Implementation plans for digital transformation have been issued for 14 key industries, specifying transformation goals, typical scenarios, and solutions [12]. - The establishment of 62 digital transformation promotion centers has been initiated, covering 25 provinces and 14 key industries, focusing on specialized services [15]. Group 3: Progress and Achievements - As of December 31, 2025, 248,000 industrial enterprises have registered on the digital transformation platform, representing 47.1% of all industrial enterprises, with 89.6% of these enterprises having initiated digital upgrades [18]. - The penetration rate of digital production equipment among industrial enterprises reached 57.7% [18]. - Industrial technology renovation investments in 26 cities averaged a growth rate of 7.3%, exceeding the national average by 6.8 percentage points, with total investments surpassing 760 billion [21]. Group 4: Green and Intelligent Manufacturing - The average penetration rate of digital R&D design tools among industrial enterprises reached 86.7%, with the CNC rate for key production processes averaging 71.1% [23]. - The energy consumption per unit of industrial added value has decreased to 1.4 tons of standard coal per 10,000 yuan [23]. Group 5: Collaborative Innovation and New Models - The article highlights the establishment of 1,724 national-level technology innovation carriers and nearly 3,000 public service platforms, with an average R&D investment intensity of 4.64% within clusters [43]. - The integration of new technologies such as 5G, AI, and big data into manufacturing processes has led to the establishment of 238 leading and excellent smart factories [47][48]. Group 6: High-tech Industry Development - By 2025, national high-tech zones are expected to maintain a positive growth trend, with industrial output value reaching 27.4 trillion yuan, a year-on-year increase of 2.8% [72]. - High-tech zones have gathered 70% of national manufacturing innovation centers and 80% of key laboratories, contributing significantly to original innovations and high-tech industry clusters [76][78].

Core Insights - The Chinese electronic information manufacturing industry has shown steady improvement, achieving a total profit of 639.5 billion yuan, a significant year-on-year increase of 15% [1] - Revenue and profit have both increased, with the industry's operating income reaching 15.6 trillion yuan, a year-on-year growth of 7.7% [1] - The cost of operations has also risen, totaling 13.6 trillion yuan, but at a slower rate of 7.3%, resulting in a cost growth rate that is 0.4 percentage points lower than revenue growth [1] Group 1: Production and Investment - The added value of the electronic information manufacturing industry increased by 10.4% year-on-year, outperforming the overall industrial and high-tech manufacturing sectors by 4.4 and 1.2 percentage points, respectively [1] - Fixed asset investment in the electronic information manufacturing sector has declined by 3.2% year-on-year, which is a 1 percentage point drop compared to the previous month and 7.2 percentage points lower than the growth rate of industrial investment [1] Group 2: Product Performance - The production of major products has varied, with mobile phone output at 1.39 billion units, down 5.5% year-on-year, and smart phone production at 1.14 billion units, down 0.5% [1] - The output of integrated circuits reached 431.8 billion units, marking a year-on-year increase of 10.6% [1] Group 3: Export Performance - From January to November, the cumulative export delivery value of the electronic information manufacturing industry grew by 0.5% year-on-year, showing a slight decline compared to the previous month [2] - Integrated circuits have emerged as a key growth driver, with exports of 3.199 billion units, reflecting an 18% year-on-year increase [2] - In contrast, exports of laptops and mobile phones have decreased, with 122 million laptops exported (down 6.5%) and 683 million mobile phones exported (down 8.1%) [2]

Group 1 - The electronic information manufacturing industry in China showed rapid production growth from January to November 2025, with a year-on-year increase of 10.4% in value added, outperforming the overall industrial and high-tech manufacturing sectors by 4.4 and 1.2 percentage points respectively [4][3] - In November 2025, the value added of the electronic information manufacturing industry increased by 9.2% year-on-year [4] - Major products included a total mobile phone production of 1.39 billion units, down 5.5% year-on-year, with smart phone production at 1.14 billion units, down 0.5% [4] Group 2 - Exports in the electronic information manufacturing sector saw a slight decline, with a cumulative export delivery value growth of 0.5% from January to November 2025, a decrease of 0.5 percentage points compared to the previous period [5] - In November 2025, the export delivery value dropped by 4% year-on-year [5] - Notable export figures included 122 million laptops, down 6.5%, and 683 million mobile phones, down 8.1%, while integrated circuit exports increased by 18% to 319.9 billion units [5] Group 3 - The industry experienced steady profit growth, with total operating revenue reaching 15.6 trillion yuan, a year-on-year increase of 7.7%, and total profits amounting to 639.5 billion yuan, up 15% [6] - In November 2025, operating revenue was 1.56 trillion yuan, reflecting a 3% year-on-year growth [6] Group 4 - Fixed asset investment in the electronic information manufacturing sector declined by 3.2% from January to November 2025, a decrease of 1 percentage point compared to the previous period [7] Group 5 - The central region led in growth, with operating revenue of 26.7 billion yuan, a year-on-year increase of 10.2%, while the eastern region saw an 8.9% increase to 110.34 billion yuan [8] - In November 2025, the central region's revenue grew by 11.8%, while the eastern region's revenue increased by 1.6% [8]

Economic Overview - Dongguan's economy shows overall stable development with industrial production and foreign trade maintaining rapid growth in the first 11 months of 2025 [2][3] - The total industrial added value in Dongguan increased by 4.1% year-on-year [3] Industrial Performance - The electronic information manufacturing industry saw a year-on-year increase of 6.7%, while electrical machinery and equipment manufacturing grew by 9.2%, and chemical manufacturing increased by 10.7% [2] - Advanced manufacturing and high-tech manufacturing added value grew by 7.6% and 9.0% respectively [3] - High-tech product output showed significant growth, with integrated circuits, servers, smartwatches, and electronic components increasing by 82.7%, 62.7%, 42.4%, and 11.3% respectively [2] Foreign Trade - Dongguan's total foreign trade import and export value reached 1,436.19 billion yuan, marking a 14.3% year-on-year increase [2] - Imports totaled 557.24 billion yuan, up 24.3%, while exports reached 878.95 billion yuan, increasing by 8.7% [3] - In November, foreign trade total increased by 10.7% year-on-year, with imports and exports growing by 15.0% and 8.3% respectively [3] Investment Trends - Fixed asset investment in Dongguan decreased by 0.8% year-on-year, but the decline was less severe than in previous months [3] - Excluding real estate development, fixed asset investment grew by 18.5%, with advanced manufacturing investment increasing by 56.4% and high-tech manufacturing investment rising by 75.6% [3] - Real estate development investment fell by 48.0%, with a 29.3% decrease in commercial housing sales area [3] Consumer Market - In November, the total retail sales of consumer goods in Dongguan increased by 6.6% year-on-year [4] - The total retail sales for the first 11 months reached 401.23 billion yuan, a 2.1% increase, with growth accelerating compared to the previous months [4] - Sales of basic living and some upgraded goods saw rapid growth, with significant increases in categories such as communication equipment (90.2%), sports and entertainment products (45.7%), and food (45.3%) [4] - Online consumption maintained a strong growth trend, with retail sales through public networks increasing by 23.3% [4]