Core Viewpoint - The Shanghai government is accelerating the development of intelligent manufacturing through the "AI + Manufacturing" initiative, optimizing logistics efficiency at the Shanghai aviation port, and promoting the full-chain development of the high-end medical device industry [1] Group 1: Intelligent Manufacturing - The Shanghai government is implementing the "AI + Manufacturing" action to enhance the intelligence of the manufacturing sector [1] - The initiative aims to integrate artificial intelligence into manufacturing processes to improve productivity and innovation [1] Group 2: Logistics Efficiency - A work plan has been approved to optimize and enhance the logistics clearance efficiency at the Shanghai aviation port [1] - The government plans to learn from domestic and international best practices to redesign the logistics clearance process for faster clearance and improved business environment [1] - The focus will be on optimizing the port operation chain, emphasizing intelligence and standardization [1] Group 3: High-end Medical Devices - The government is promoting the full-chain development of the high-end medical device industry [1] - This includes enhancing regulatory efficiency and supporting innovation within the sector [1]

Core Viewpoint - The Shanghai municipal government is implementing the "AI + Manufacturing" initiative to accelerate the intelligent development of the manufacturing industry [1] Group 1: High-end Medical Devices - The meeting approved the "Action Plan for Promoting the Full Chain Development of High-end Medical Device Industry in Shanghai" [1] - The rapid iteration and upgrade of high-end medical devices necessitate leveraging R&D advantages and focusing on key product directions [1] - There is an emphasis on accelerating the entire chain of "R&D + Clinical + Manufacturing + Application" to enhance the speed of review and approval processes [1] Group 2: Support for Local Innovation - The plan aims to support local innovative enterprises to grow stronger and cultivate internationally competitive leading companies [1] - There is a push for Shanghai-produced innovative medical devices to enter global markets [1] - The establishment of industrial clusters is prioritized to foster innovation and development in the medical device sector [1]

每经AI快讯，有投资者在投资者互动平台提问：公司位于深圳市光明区与宝安区交界处的机器人智能 制造产业园项目，预计什么时候投产？规划年产值是多少？ 长盈精密（300115.SZ）7月30日在投资者互动平台表示，该项目主要建设总部、研发中心、生产车间及 配套设施，用于产品精密零件、板对板超精密连接器、高端智能制造业务等，预计2025年年底投入使 用。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint emphasizes that upgrading traditional industries and resolving outdated production capacity is crucial for enhancing total factor productivity rather than merely shutting down facilities [3][5][8] - Recent policy dynamics focus on promoting new productive forces and industrial upgrades, with a notable meeting of the Central Financial Committee highlighting the need for a unified national market and orderly competition [6][5] - Concerns about overcapacity persist, prompting a shift towards industrial intensification as a key solution to chaotic competition, which can enhance resource efficiency and reduce costs for individual enterprises [12][14] Group 2 - Investment events are primarily centered around high-end intelligent manufacturing, with a reported peak in financing activities during the period, including 10 investment events and 13 financing events [19][20] - The average occupancy rate for industrial park REITs stands at 82.67%, with a monthly rental price of 77.61 yuan per square meter, indicating a mixed performance among different REITs [22][25] - Specific projects such as the Zhongguancun (Beijing West) AI Technology Park and Yantai Zhongdian Zhigu Industrial Park are highlighted for their significant investments and expected contributions to local economies [15][16][18]

（文章来源：每日经济新闻） 罗博特科（300757.SZ）7月30日在投资者互动平台表示，ficonTEC具备提供光纤预制设备全流程生产线 的技术，目前产线单产效率高，可以实现FA-MT组件的全流程高效集成，同时能够提高组装的精度和 良品率。 每经AI快讯，有投资者在投资者互动平台提问：近期国内某上市公司开发了自动化穿纤等产线，可以 提高人手效率。请问罗博特科是否有相关的光纤预制设备（全流程生产线）？目前在该领域是否有优 势？ ...

Core Viewpoint - The Shanghai Lingang New Area has launched a new policy to promote high-level institutional openness and support the high-quality development of the leasing industry, specifically through the expansion of the business scope for financial leasing project companies [1] Group 1: Policy Announcement - The "Financial Leasing Project Company Business Scope Expansion Pilot" policy was officially announced during the event held on July 17 [1] - The pilot program expands the leasing objects to include four types of equipment: new energy, power batteries, intelligent manufacturing, and industrial mother machines [1] - This expansion aligns with the strategic frontier industries of the Lingang New Area, providing richer support for financing leasing services to the real economy [1] Group 2: Implementation and Impact - The business entities are now allowed to set up Special Purpose Vehicles (SPVs) for financial leasing across the country, broadening the scope of operations [1] - This initiative is seen as a significant innovative measure supported by the National Financial Regulatory Administration to enhance the development of financial leasing in the Lingang New Area [1]

Group 1 - Xu Yexiang resigned from the positions of director and financial director of Baoxin Technology due to personal reasons, but will continue to hold other roles within the company [1] - The revenue composition of Baoxin Technology for the year 2024 is projected to be 75.42% from intelligent manufacturing and 24.58% from new energy [1] - As of the report date, Baoxin Technology has a market capitalization of 4.1 billion yuan [1] Group 2 - Lium Peiyuan has been appointed as the financial director of Yanjiang Co., Ltd [2] - Liao Hongseng has been appointed as the financial director of Tongfu Microelectronics [2] - Zhu Dan has been appointed as the financial director of China Aluminum [2]

在重大项目进度攻坚中，将在实施分级调度管理、推动投资放量攻坚、化解建设堵点问题等方面多措并举，特 别是抢抓三季度施工黄金期，推动海信长沙智能制造基地、中联矿机、比亚迪汽车零部件产业基地等70个年度 投资超5亿元项目加快建设进度，力争全年产业项目投资完成率120%以上。开展"百日会战"，加快高速公路、 国省干线公路、城市轨道交通、重大市政道路等项目建设，确保京港澳高速扩容工程永安特大桥桩基完成 50%，长沙机场改扩建工程10月份校飞，长赣高铁尽快启动实质性建设，形成更多投资实物量。 今天的项目就是明天的产出。随着"奋战三季度 打赢攻坚战"行动的走实走深，一批重大项目有望从蓝图转化为 实景图，为长沙高质量发展提供持续动力。 一批产业发展项目将投产增效。高创稀土、国华制药、微纳坤宸等产业发展项目有望年内竣工投产。 一批基础设施项目将投运保通。轨道交通2号线西延二期年内开通试运营，浏阳椒花水库供水管网年底全线贯 通、年内实现下闸蓄水，潇湘北路快速化改造、科创大道（湘潭白云路—长沙潇湘大道）、新河水厂提标改造 工程等项目建成。 一批公共服务项目将交付惠民。湘江科学城配套中学、雅礼中学东校区、湖南师范大学附中北校区、长沙 ...

其中，会议围绕深化数字技术赋能应用，推动信息化和工业化深度融合进行了重点部署，包括：制定数 据要素赋能新型工业化、加快推进产业数字化转型的实施意见。完善基础软件、工业软件高质量发展政 策。完善中国开源体系，建设国家级人工智能开源社区。抓好制造业新型技术改造城市试点、中小企业 数字化转型百城试点。推动"人工智能+制造"行动走深走实，加强底座攻关和重点场景应用。分级分类 深化工业互联网应用，培育一批工业智能体。 全联并购公会信用管理委员会专家安光勇对记者分析，尽管数字技术赋能成效斐然，但相关数据表明， 中小企业数字化转型率大致在40%上下，数据确权、定价机制不完善进一步拉大了"数字鸿沟"，因此亟 需政策进一步扶持，如提供补贴与税收优惠，引导链主企业搭建产品数据标准服务平台，实现供应链数 据互联互通，提升产业链数字化水平，降低协同成本。 7月28日，全国工业和信息化主管部门负责同志座谈会在京召开，会议总结上半年工作，分析当前形 势，部署下一阶段重点任务。会议强调，做好下半年工作，要认真贯彻落实党中央、国务院决策部署， 突出"强筋壮骨"、价值创造、安全保障、行业治理，重点抓好八个方面工作。 中国移动（600941）通 ...

Core Viewpoint - The article highlights the significant stock performance of "Shangwei New Materials," which has seen a remarkable increase of 1095.10% year-to-date, making it the first tenfold stock in A-shares since 2025, driven by the acquisition by "Zhiyuan Robotics" [1][2]. Group 1: Stock Performance - Shangwei New Materials' stock price closed at 79.27 yuan per share on July 28, 2025, marking a historical high [1]. - The stock's performance is overwhelmingly leading in the market, with the second-best performer, Shutaishen, showing a gain of 527.53%, which is more than half of Shangwei's increase [1]. - Other notable stocks with high year-to-date gains include *ST Yushun, Hengli Drilling Tools, United Chemicals, and Saili Medical, primarily from the basic chemicals, pharmaceutical biology, electronics, and machinery equipment sectors [1]. Group 2: Acquisition and Market Expectations - On July 8, Shangwei New Materials announced a plan to acquire at least 63.62% of its shares through a holding platform established by Zhiyuan Robotics and its core team [1][2]. - The acquisition is expected to transform Shangwei New Materials from a traditional chemical company to a player in the intelligent manufacturing sector, significantly enhancing its valuation potential [2]. - The transaction is seen as a landmark case for new productivity enterprises in A-shares since the implementation of the new "National Nine Articles" and "Merger Six Articles" [2]. Group 3: Trading Risks and Uncertainties - Following the stock price surge, trading risks for Shangwei New Materials have increased, with the company issuing warnings about abnormal trading fluctuations [2][3]. - The completion of the share transfer agreement is subject to regulatory approvals from the Shanghai Stock Exchange and other legal requirements, introducing uncertainties regarding the transaction's finalization [3].