Core Insights - The article emphasizes that Product Lifecycle Management (PLM) systems are no longer exclusive to large multinational corporations but are increasingly being adopted by Chinese manufacturing enterprises to enhance their core business processes [2] - Domestic PLM systems are designed to address complex global supply chain challenges, offering unique advantages in aligning with local operational models and facilitating cross-regional and cross-enterprise collaboration [2] Group 1: Collaborative Capabilities of Domestic PLM Systems - To assess whether a PLM system possesses the "global supply chain collaboration" capability, it is essential to examine its internal logic architecture that supports the entire lifecycle data flow from concept to disposal [3] - A significant barrier to global collaboration is "data silos," where different departments may not be able to access or utilize the same data effectively. A robust PLM system acts as a powerful data hub, enforcing a single source of truth for all participants [4] - Real-time and transparent data synchronization in PLM systems helps avoid rework and waste caused by information delays, with experts noting that the success of PLM implementation largely depends on the standardization and unified management of data [4] Group 2: Process Integration and Automation - The core value of collaborative PLM lies in managing processes rather than just outcomes, enabling the automation of complex engineering change processes and new product introduction workflows [5] - In a collaborative PLM environment, all relevant personnel receive tasks and can view change details, comment, and approve online, significantly speeding up decision-making and ensuring compliance and consistency in processes [5] Group 3: Overview of Leading Domestic PLM Systems - The article identifies ten prominent PLM systems in the domestic market based on market share, technological advancement, industry reputation, and supply chain collaboration features [6] - CAXA PLM is highlighted as a leading solution, providing an integrated platform that connects design and manufacturing processes, showcasing its capability to manage complex product data effectively [9] - Other notable systems include Yonyou PLM, Kingdee PLM, and Siemens Teamcenter (localized version), each with unique strengths tailored to specific industries [9] Group 4: Future of PLM Systems - The evolution of domestic PLM systems is increasingly focused on "global supply chain collaboration," which is essential for maintaining resilience and agility in a competitive global landscape [10] - The integration of technologies such as artificial intelligence, industrial internet, and digital twin technology is expected to make PLM systems more intelligent and proactive in predicting supply chain risks and optimizing R&D paths [10]

Group 1 - The core point of the article is that CIMC Group plans to purchase 188 residential units in Dongguan for approximately RMB 293 million to meet the housing needs of its employees in the region [1] - The acquisition will be conducted by CIMC's wholly-owned subsidiary, Shenzhen CIMC Innovation Industry Development Co., Ltd [1] - The purpose of this purchase is to attract and retain core talent for the company's operations in Dongguan [1] Group 2 - The residential units are located in the Songshan Lake area of Dongguan, which is part of CIMC's overall industrial and corporate layout in the region [1] - This strategic move reflects the company's commitment to enhancing employee welfare and supporting its business operations in Dongguan [1] - The transaction highlights CIMC's focus on long-term investment in employee housing as a means to strengthen its workforce [1]

Macro Economic Outlook - In 2026, the U.S. midterm elections, Japan and Europe’s defense spending demands, and China's growth stabilization will lead to continued policy easing in the first half of the year. However, the actual space for macro policy is limited due to high inflation, rising government debt, and previous policy overreach [7] - The AI boom is expected to enhance efficiency and market valuations but may also exacerbate job losses and economic K-shaped divergence. Global liquidity easing and a weaker dollar may lead to rising inflation in the second half of the year, potentially causing volatility in high-valuation assets [7] Chinese Internet Software Sector - 2026 is seen as a critical year for capturing user mindshare in the AI era, focusing on lowering usage barriers and enhancing decision-making efficiency. Companies with stable cash flows supporting AI investments and strong operational capabilities are expected to have higher long-term investment value [8] - Recommended stocks include Tencent, Alibaba, and Kuaishou for AI-driven growth, and NetEase and Trip.com for stable earnings growth [8] Overseas Internet Software Sector - The competition in the large model industry is expected to intensify, with AI application monetization continuing to grow. Companies like Microsoft, Google, Amazon, and Palantir are recommended for their potential in AI revenue generation [9] Chinese Semiconductor Sector - The sector is expected to focus on AI-driven structural growth, self-sufficiency trends, high-yield defensive allocations, and industry consolidation. The global semiconductor market is projected to grow by 26% to $975 billion in 2026, with AI-related segments leading the growth [10] Chinese Technology Sector - The global tech industry will experience demand differentiation and accelerated AI innovation. The expansion of computing power and the introduction of AI products are expected to drive growth, with a focus on AI infrastructure and end-user AI products [11] Chinese Essential Consumer Sector - The core constraint on consumer spending in 2026 is expected to be asset shrinkage and slow income recovery. Investment themes include the deepening of consumer stratification and a focus on essential survival needs [12] Chinese Discretionary Consumer Sector - The overall retail sales growth is projected to slow to about 3.5% in 2026. Investment strategies should focus on survival-type consumption, compensatory consumption, and defensive stocks [13] Chinese Automotive Sector - Despite pressures from subsidy reductions, the automotive industry is expected to show resilience, with retail sales of passenger vehicles projected to remain stable. Key trends include intensified competition and the growth of plug-in hybrid vehicles [14] Chinese Pharmaceutical Sector - The innovative drug sector has seen significant growth driven by overseas licensing deals. Future catalysts are expected to shift from upfront payments to milestone payments as clinical progress is made [15] Chinese Equipment Manufacturing Sector - The mining machinery sector is anticipated to be a major growth area, driven by high capital expenditures from global mining companies. Companies like Zoomlion and Sany Heavy Industry are expected to benefit [16] Natural Uranium Sector - The global supply of natural uranium is expected to remain tight, supporting a rising price trend. Demand may exceed expectations due to the recovery of U.S. nuclear power plants [17] Chinese Insurance Sector - The life insurance sector is undergoing a transformation towards dividend insurance, with expectations of improved profitability and valuation recovery. Companies like Ping An and China Life are recommended for their strong growth potential [18] Chinese Real Estate and Property Management Sector - The real estate market is expected to face continued sales declines, with a focus on stock market-related opportunities and resilient property management companies. Recommendations include China Resources and Beike [19]

在研讨会上，赛迪研究院电子信息研究所研究室主任马蓓蓓发布《2026年我国电子信息制造业发展 形势展望》；材料工业研究所副所长张海亮发布《2026年我国原材料工业发展形势展望》；产业政策研 究所研究室主任尹训飞发布《2026年我国装备制造业发展形势展望》；消费品工业研究所研究室副主任 于娟发布《2026年我国消费品工业发展形势展望》；未来产业研究中心副所长李艺铭发布《2026年我国 未来产业发展形势展望》；信息化与软件产业研究所人工智能研究室副主任刘丽超发布《2026年我国人 工智能产业发展形势展望》；产业政策研究所研究室主任朱钧宇发布《2026年我国低空经济发展形势展 望》。 编辑：孙庭阳 12月18日，中国电子信息产业发展研究院（以下简称"赛迪研究院"）在京成功举办第十七期新型工 业化大讲堂——"工业经济2026：新开局和新动能"研讨会。这是赛迪研究院自2012年起连续第14年发布 系列展望，连续第3次举行发布活动。 作为赛迪研究院的年度性、持续性重要产品，《赛迪展望2026》在会上发布，其中综合类9篇，行 业类12篇。针对2026年我国工业经济总体形势及电子信息制造、原材料、装备制造、消费品、未来产 业、 ...

Core Insights - The Ministry of Industry and Information Technology and five other departments have announced the first batch of 15 leading smart factories for 2025, which serve as benchmark examples for technological innovation and industrial upgrading in key sectors such as equipment manufacturing, raw materials, electronic information, and consumer goods [1][2] Group 1: Smart Factory Levels - Smart factories are categorized into four levels: basic, advanced, excellent, and leading, with the leading level representing the highest standard in China's manufacturing sector [2] - As of now, over 30,000 basic smart factories, 7,000 advanced smart factories, and 504 excellent smart factories have been established, with the addition of 15 leading smart factories [2] Group 2: Industry Distribution - The first batch of 15 leading smart factories includes 4 from equipment manufacturing, 3 from raw materials, 5 from electronic information, and 3 from consumer goods, covering critical areas of China's manufacturing transformation [2] Group 3: Development Trends - The leading smart factories utilize artificial intelligence in over 70% of their applications, with more than 6,000 AI models and over 1,700 key technology equipment breakthroughs, reflecting six core development trends: virtual-real integration, lean leap, extreme flexibility, unconventional manufacturing, all-domain collaboration, and intelligent embedding [3] Group 4: Regional Focus - The Yangtze River Delta region, including Shanghai, Jiangsu, and Zhejiang, has emerged as a significant hub for leading smart factories, benefiting from a strong industrial base, active innovation ecosystem, and policy collaboration [4][5] - Shanghai has cultivated 2 national leading smart factories, 28 excellent smart factories, and over 300 advanced smart factories, maintaining the highest number of national-level smart factories in the country [5] Group 5: Ecosystem Development - The emergence of leading smart factories marks a shift from isolated "smart workshops" to a collaborative ecosystem involving head enterprises, industrial internet, and data as production factors, aimed at addressing the challenges of the manufacturing sector [7] - Leading smart factories are positioned as the central nodes in this ecosystem, possessing capabilities in technology spillover, resource integration, and standard-setting [7] Group 6: Future Directions - The integration of technologies such as 5G, AI, and industrial internet will continue to expand the boundaries of leading smart factories, enhancing their role as core competitive advantages and providing replicable experiences for global manufacturing digital transformation [8] - The Ministry of Industry and Information Technology emphasizes the importance of encouraging leading smart factories to share advanced experiences and solutions to enhance the competitiveness of the entire industrial ecosystem [9]

Core Insights - The 2025 New Energy Development Conference was held in Dunhuang, Gansu, focusing on the achievements and future opportunities in the new energy sector during the 14th Five-Year Plan period [1][2] - Gansu province has made significant progress in both traditional industry upgrades and the development of new energy sectors, with a focus on creating a comprehensive industrial chain [1] Group 1: Industry Development - Gansu's new materials industry is projected to reach a value of 130.5 billion yuan by 2024, while the new energy and new energy equipment manufacturing industry is expected to reach 83 billion yuan [1] - The province's installed capacity of new energy reached 77.62 million kilowatts, accounting for 64.1% of the total installed capacity, achieving its 14th Five-Year Plan goals ahead of schedule [1] - Gansu's new energy installed capacity is expected to exceed 80 million kilowatts by the end of this year, which is 3.4 times that of the end of the 13th Five-Year Plan [3] Group 2: Policy and Strategic Initiatives - The province has implemented a series of policy improvements and major project constructions, resulting in five key transformations in the energy sector [2] - These transformations include the shift of new energy from a supplementary power source to a main power source, and the evolution of the equipment manufacturing industry from a fragmented approach to a clustered model [2] - Gansu aims to establish itself as a significant base for new energy and new energy equipment manufacturing in China, with ongoing efforts to enhance resource regulation and grid connectivity [2]

人民财讯12月18日电，12月18日，赛迪研究院发布《赛迪展望2026》系列成果，针对2026年我国工业经 济总体形势及电子信息制造、原材料、装备制造、消费品、未来产业、人工智能、低空经济等重点领域 发展趋势进行了深度展望与系统研判。相关报告显示，展望2026年，工业生产将保持稳定增长态势。具 体来看，一是改革举措有望加快发力。"十五五"时期在基本实现社会主义现代化进程中具有承前启后的 重要地位，各项改革举措和逆周期调节政策将加快发力，有助于抓住时间窗口，巩固拓展优势、破除瓶 颈制约、补强短板弱项，在激烈国际竞争中赢得战略主动。二是新质生产力加快发展。人工智能等新技 术快速突破和应用，产业高端化、智能化、绿色化转型加速推进，集成电路、可穿戴智能设备等电子信 息产业快速发展，新能源和新能源汽车产业增长强劲，低空产业、商业航天等加快发展，智能机器人、 人形机器人等建设加快，经济新动能不断培育壮大。三是传统产业转型提速。随着数字化转型在原材 料、机械、食品、纺织、轻工、园区等深入推进，传统产业的研发设计、生产制造、经营管理等各个环 节的智能化水平显著提升；钢铁、有色金属、石化化工、建材等重点行业的绿色化转型从原料、 ...

Group 1 - The Northeast region of China is increasingly focusing on technological innovation and financial services, despite being traditionally viewed as an industrial and agricultural area [1] - The region's efforts are highlighted through various case studies in technology finance, showcasing support for industries such as biopharmaceuticals and smart manufacturing [1] - The aim is to draw attention to the Northeast's commitment to innovation in technology finance and its role in promoting scientific and technological development [1] Group 2 - Jilin Tonghua Jianxin Technology Co., Ltd. has been recognized as a "Manufacturing Industry Single Champion Demonstration Enterprise" and a national-level specialized and innovative small giant enterprise, receiving significant financial support from local banks [3] - Heilongjiang Fulun Agricultural Technology Co., Ltd. is one of the first batch of integrated seed enterprises, benefiting from increased loan support to meet its cash flow needs [5] - Heilongjiang Huida Technology Co., Ltd. integrates advanced technologies like Beidou navigation and artificial intelligence to produce smart agricultural equipment, receiving substantial financial backing from multiple banks [7] - China Construction Bank's Jilin branch has provided over 200 million yuan in financial support to key semiconductor enterprise Huamei Electronics, aligning with the needs of high-tech companies in the Northeast [9]

"以前看图纸，现在看手机。"公司办公室主任冯家波告诉记者，自从引进了数字化管理系统，企业 实现了无纸化排产，无论是零件设计图纸、加工工艺，还是订单任务、机器运行状态等，每名员工都能 通过手机随时查看。为了方便员工，公司还特意为车间配置了18台平板电脑和3块大屏幕，企业生产各 项指标参数一目了然，指挥调度更加精准高效，生产效率也比以前提高近10%。 党的二十届四中全会提出，坚持把发展经济的着力点放在实体经济上，坚持智能化、绿色化、融合 化方向。辽宁自贸试验区营口片区坚持发展新质生产力，强化数字经济赋能作用，促进数字经济和实体 经济深度融合，多措并举不断优化产业结构，积极构建现代化产业体系。 营口锻压机床有限责任公司是营口片区引导企业走智能化、绿色化、融合化发展之路的缩影。数字 赋能让企业破解发展瓶颈，降低运营成本，提升生产效能，有效提升了核心竞争力。 12月16日上午，营口锻压机床有限责任公司机加车间内工人忙碌，机器轰鸣。一台10米数控龙门铣 床旁，工艺室主任殷晓鹏正在为出口印度的4000吨级数控电动螺旋压力机加工零件。每次加工零件前， 他都用公司新上马的"MES"智慧车间系统手机客户端查看零件加工工艺。 祥鸿 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec Group) has initiated a "Special Action for Enhancing the Market Value of Listed Companies" to improve investment value and increase shareholder returns [1][2]. Group 1: Company Overview - Sinopec Group is the world's largest refining company and the second-largest chemical company, with nine listed companies that have become industry leaders or champions in their segments [2]. - The group has completed over 550 billion yuan in various equity financing and has contributed to the capital market by increasing the total market value of its listed companies by 220 billion yuan since the 14th Five-Year Plan [3]. Group 2: Special Action Details - The special action focuses on three main areas: enhancing governance efficiency, improving return mechanisms, and optimizing capital layout [3]. - The governance enhancement includes improving management systems and focusing on strategic development, capital operations, and talent development in the capital market [3]. - The return mechanism aims to increase the quality of information disclosure, strengthen investor relations, and maintain a stable and predictable cash dividend policy [3]. Group 3: Investor Engagement - The investor engagement event featured executives from nine listed companies under Sinopec, addressing questions from domestic and international investors regarding business prospects and future plans [5][6]. - Executives expressed confidence in achieving significant revenue targets and highlighted growth areas such as carbon fiber and hydrogen energy equipment [5]. Group 4: Market Impact and Policy Context - The initiative is seen as a significant shift from conventional market value management, emphasizing strategic collaboration and the deepening of state-owned asset value [4]. - Recent policies, including the "National Nine Articles" and the CSRC's guidelines on market value management, have prompted more listed companies to focus on enhancing their investment value [8][9]. - The current trend in market value management is moving towards transparency, which is expected to optimize the A-share valuation system and enhance market resilience [9].