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《民营经济促进法》引领民企涉外法治新局面
Xin Hua Ri Bao· 2025-07-15 22:08
在推动高水平开放的新征程中,中国民营企业凭借电动汽车、工业机器人等高科技产品加速"出海"。我 国《中华人民共和国民营经济促进法》(下文简称《促进法》)的颁布,为破解民营企业国际化发展中的 法治难题、提升其全球竞争力提供了强有力的法律支撑。 中国民营企业面临的三层挑战 技术市场双重压力。近年来,全球高新技术流动面临新规限制。叠加部分海外市场关税壁垒,民营企业 出海遭遇"技术获取与市场准入"的双重压力。跨国企业的全球供应链风险加剧。 国际组织救济困境。WTO上诉机构"停摆",多边贸易争端解决机制功能受限。我国企业如果完全依托 WTO解决国际贸易纠纷,将面临一定的现实困境。 跨国供应链合规压力。跨国企业的供应链格局调整,中国民营企业在海外布局尤其需要注意同时遵守东 道国的劳动法和环境尽职调查要求,供应链合规成本上升。 立法赋能民营企业国际竞争力 拓展周边国家的小多边合作。《促进法》的出台无疑会进一步为民营企业拓展国际市场提供公平的竞争 环境。《促进法》完善了民营企业公平参与市场竞争的机制,立法明确禁止公共资源交易中排斥民企。 可以考虑将新能源汽车、半导体、人工智能等优势民营企业纳入"关税优惠名单"。欢迎外国企业融入 ...
专访刘尚希:企业要避免“增产不增收”“增收不增利”,当前产业转型升级重在提升全球价值链中地位
Mei Ri Jing Ji Xin Wen· 2025-07-15 15:47
Core Insights - The core viewpoint of the articles emphasizes the significant growth in high-tech manufacturing and emerging industries in China, driven by both market demand and supportive policies, indicating a positive trend in industrial transformation and alignment with national development strategies [1][3][5]. Group 1: Industry Growth Highlights - In the first half of the year, the value added of high-tech manufacturing above designated size increased by 9.5%, with notable production growth in 3D printing equipment (43.1%), new energy vehicles (36.2%), and industrial robots (35.6%) [3][5]. - The rapid growth in related industries is attributed to strong market demand and supportive government policies, such as tax incentives and equipment upgrades [3][5]. Group 2: Global Value Chain Positioning - Despite rapid industrial development, China's industries need to enhance their position in the global value chain, as they currently face challenges in international competitiveness, particularly in terms of value-added products [7][8]. - The manufacturing sector, while large and accounting for about 30% of the global market, still needs to transition from low-end to mid-high-end production to improve competitiveness [7][8]. Group 3: Innovation and Business Models - Technological innovation is crucial for industrial transformation, but it must be complemented by innovative business models to effectively convert technology into value [9][10]. - Historical trends show that every technological revolution is accompanied by business model innovation, which is essential for sustainable development and competitive advantage [10]. Group 4: Employment Market Changes - The transformation of industries has led to structural changes in the labor market, with new job roles emerging that require skilled labor, while traditional roles are declining due to technological advancements [11][12]. - Addressing the mismatch between labor supply and demand necessitates reforms in the education system to better align workforce skills with industry needs [12]. Group 5: Financial Support for Transformation - The current financing structure in China, which relies heavily on indirect financing, does not adequately meet the needs of innovative enterprises that require long-term capital [13]. - To support industrial transformation, there is a need to increase the proportion of direct financing and develop capital markets to provide the necessary funding for innovation and equipment upgrades [13]. Group 6: Policy Recommendations - Fiscal and tax policies should be tailored to support high-tech and innovative industries without disrupting market competition, ensuring that companies remain motivated to innovate and compete in the market [14]. - Government support should focus on market-oriented financial mechanisms rather than solely relying on project-based funding, ensuring that policies effectively promote industrial transformation [14].
中国工业机器人在全球市场狂飙,上半年相关企业注册量涨近40%
Qi Cha Cha· 2025-07-15 06:34
(原标题:中国工业机器人在全球市场狂飙,上半年相关企业注册量涨近40%) 食品饮料ETF 7月14日,国新办就2025年上半年进出口情况举行新闻发布会。海关总署副署长王令浚介绍,我国外贸企业抓住全球能源转型新趋势,持续增加优 质绿色产品供给,加速开辟新领域、新赛道。最近大家可能都在关注"机超",也就是机器人足球赛,从跳舞到马拉松再到踢足球,机器人越来越 多才多艺,充分体现了我国机器人产业的创新活力。去年我国工业机器人出口市场份额跃居全球第二,今年上半年出口继续增长61.5%。 企查查数据显示,截至7月14日,国内工业机器人相关企业现存量达36.35万家,主要分布在华东地区,占比达45.68%。从国标行业分布来看,超3 成相关企业归属于科学研究和技术服务业。从注册量角度来看,今年上半年注册量达4.72万家,同比增长38.52%。 1、今年上半年注册量同比增长38.52% 企查查数据显示,从注册量角度来看,近十年来国内工业机器人相关企业注册量整体呈上升趋势,其中2023年注册量首次突破7万家,达7.12万 家,2024年注册量达7.08万家。 企查查数据显示,截至7月14日,今年国内工业机器人相关企业注册量已达5 ...
(经济观察)中国经济“半年报”凸显四大亮点
Zhong Guo Xin Wen Wang· 2025-07-15 04:57
中新社北京7月15日电 题:中国经济"半年报"凸显四大亮点 中新社记者 陈溯 中国经济"半年报"15日公布,在国际环境复杂多变、国际经贸秩序遭受重创、不稳定性和不确定性增加 的背景下,中国经济稳定运行,主要指标好于预期,凸显四大亮点。 ——GDP同比增长5.3% 上半年,中国经济平稳运行。官方数据显示,上半年中国GDP(国内生产总值)同比增长5.3%,其中,一 季度同比增长5.4%,二季度同比增长5.2%,上半年增速比去年同期和全年均提升0.3个百分点,稳中有 升。 国家统计局副局长盛来运表示,上半年,宏观经济主要指标增长稳中略升。其中,调查失业率总体平 稳,上半年,全国城镇调查失业率平均值为5.2%,比一季度下降0.1个百分点,就业形势基本平稳。物 价低位运行,保持基本平稳,今年以来,有几个月CPI(居民消费价格)同比下降0.1%,但6月由负转正, 同比上涨0.1%,6月份核心CPI同比上涨0.7%。国际收支也基本平衡,货物贸易进出口创同期新高,外 汇储备维持在3.2万亿美元以上。"经济运行'稳'的主基调没有变。" ——新动能日益累积 除了绿色产业,中国绿色消费渐成新风尚,上半年,新能源汽车、节能家电、智能 ...
埃斯顿赴港IPO:巨亏8亿、短债高企与外资撤离下的“破局”之问
Jin Rong Jie· 2025-07-14 09:50
Core Viewpoint - Nanjing Estun Automation Co., Ltd. is facing significant challenges as it prepares for its IPO on the Hong Kong Stock Exchange, including a sharp decline in performance, heavy debt burdens, and foreign capital withdrawal [1][8]. Financial Performance - In 2024, the company reported revenue of 4.009 billion yuan, a decrease of 13.8% from 2023, and a net loss of 810 million yuan, a staggering decline of 700.1% year-on-year [3][4]. - The company's core business, industrial robots and intelligent manufacturing systems, saw a revenue drop of 16.04% in 2024, with significant declines in sales from its subsidiary in Germany and the photovoltaic sector [3]. - The company recorded asset impairments totaling 467 million yuan, exacerbating its overall losses [3]. Research and Development - Despite financial struggles, the company maintains high R&D expenditures, with amounts of 308 million yuan, 389 million yuan, and 442 million yuan from 2022 to 2024, reflecting increases of 26.3% and 13.84% in 2023 and 2024, respectively [6]. - The company aims to enhance its competitive edge through technological innovation and high-value products, although the high R&D costs are currently a burden on profitability [6]. Debt Situation - The company's total liabilities increased from 5.181 billion yuan in 2022 to 8.248 billion yuan in 2024, with a significant rise in short-term debt [7]. - By the first quarter of 2025, total liabilities reached 9.053 billion yuan, with current liabilities at 6.387 billion yuan, indicating a cash flow challenge as operating cash flow turned negative in 2024 [7]. Foreign Investment Withdrawal - The company is experiencing a withdrawal of foreign capital, with significant reductions in holdings by foreign institutional investors since 2022, reflecting a decline in market confidence [8]. - The proportion of shares held by foreign investors dropped from 23.71% in 2022 to 2.21% by June 30, 2025, indicating a loss of interest from international investors [8].
成功率拉升40%!精度杀入0.3mm!视比特黑科技SmatFit引领汽车门盖装调的AI变革!
机器人大讲堂· 2025-07-14 03:36
Core Viewpoint - The automotive manufacturing industry is undergoing unprecedented transformation due to the deep integration of robotics technology and intelligent manufacturing, with global investment in smart manufacturing expected to reach $120 billion by 2025, highlighting the importance of intelligent transformation for enhancing core competitiveness [1] Group 1: SmartFit System Overview - The SmartFit automotive door and cover intelligent adjustment system utilizes line laser and dual-camera configurations, achieving a repeatability precision of 0.05mm, capable of identifying various features such as gaps and height differences, suitable for automated adjustments in automotive assembly lines [3] - The system includes modules for door cover adjustment, hinge adjustment, and bolt tightening, maintaining adjustment precision within ±0.3mm, which is superior to conventional industry standards, with a single adjustment cycle of ≤1s and total adjustment time of ≤7s [5][6] Group 2: Precision Control and AI Integration - The precision level of door cover adjustments directly impacts vehicle quality and performance, with conventional automated systems typically achieving precision between ±0.5mm and ±1mm, while SmartFit achieves ±0.3mm, marking a significant improvement [6] - The SmartFit system employs AI algorithms for robust measurement of gaps and surface differences, allowing for optimal fitting of door covers to vehicle bodies without reliance on reference vehicles, enhancing production line flexibility and quality [8] Group 3: Hinge Adjustment and Monitoring - Hinge adjustments utilize a distributed vision system for multi-dimensional error monitoring, enabling real-time measurement of dimensional errors and optimal adjustment calculations, thus improving assembly quality and process stability [10] Group 4: Virtual Debugging and Cost Efficiency - The SmartFit system leverages a self-developed digital twin platform for virtual scene development and model training, utilizing a low-code development approach combined with pre-trained models to enhance development efficiency and reduce deployment costs [12] Group 5: Broader Intelligent Manufacturing Solutions - SmartFit has been successfully implemented in multiple automotive manufacturers, achieving fully automated adjustments for rear and tail doors while meeting production cycle requirements of 76 seconds [14] - The company also offers a range of intelligent manufacturing solutions covering key processes in automotive production, including welding, polishing, and inspection, with innovative technologies such as 3D vision for welding seam recognition and robotic force control for polishing [16][18] Group 6: Future Outlook - The development of robotics technology and intelligent manufacturing is profoundly changing the automotive manufacturing landscape, with a shift from traditional manual operations to automation, digitalization, and intelligence, leading to improved production efficiency and product quality [19][20]
在轮胎模具赛道,中国没有短板;让机器人舞狮,巨轮智能年内量产XT减速器|走进上市公司·高见2025
Mei Ri Jing Ji Xin Wen· 2025-07-13 04:09
每经记者|黄博文 每经编辑|陈俊杰 "胆似铁打,骨似精钢,胸襟百千丈,眼光万里长⋯⋯"伴随激昂旋律,两台身披醒狮服饰的机器人与居中顶绣球的机器人协同完成系列高难度舞狮动作。 近日,《每日经济新闻》记者跟随"活力中国调研行"采访团来到位于广东揭阳的巨轮智能(SZ002031),目睹了机器人舞狮的情景。 机器人舞狮 图片来源:每经记者 黄博文 摄 "机器人实现舞狮的关键,就在于其关节处搭载的RV减速器。"巨轮智能董事谢创鸿介绍。以顶绣球的五轴机器人为例,其内置5台RV减速器,配合精密控 制系统,可实现媲美人类舞狮的灵活运动。 据悉,巨轮智能成立于1992年,目前已形成轮胎模具、轮胎硫化机、工业机器人和精密机床四大高端业态。谢创鸿在接受《每日经济新闻》记者采访时表 示,在轮胎模具这个细分赛道,中国已没有短板。公司董事吴友武向记者透露,公司未来目标是成为中国RV减速器领域的龙头。另外,适用于人形机器人 的XT减速器产品预计在今年底前实现量产。 在轮胎模具赛道,中国没有什么短板 "轮胎模具绝非传统制造业,而是典型的技术密集型产业,尤其是汽车轮胎模具。"谢创鸿告诉记者,"经过多年技术积累,在轮胎模具这个细分赛道,中国 目 ...
工业机器人驶向高质量发展新蓝海
Zheng Quan Ri Bao· 2025-07-11 16:51
Group 1: Industry Development - The development of industrial robots in China reflects a transition from following to independent control, with domestic market share surpassing foreign brands for the first time in 2024 [1] - From 2015 to 2024, China's annual industrial robot production increased from 33,000 units to 556,400 units, representing a growth of over 15 times [2] - The Ministry of Industry and Information Technology released the "Industrial Robot Industry Specification Conditions (2024 Edition)" to promote high-quality development through increased R&D investment and exploring new application scenarios [3] Group 2: Technological Innovation - Companies are focusing on flexible technology solutions to meet diverse production needs, aligning with the trend of "small batch, multi-variety" production [4] - The integration of AI and machine learning in industrial robots is enhancing their capabilities, with companies achieving over 90% self-research rate in key components [3][4] - The rise of embodied intelligence is prompting companies to explore cross-industry applications, with leading manufacturers entering the humanoid robot market [5] Group 3: International Expansion - Chinese industrial robot exports reached 8.06 billion yuan in 2024, with a compound annual growth rate of 22.2% from 2017 to 2024 [6] - The global robot market is projected to exceed $60 billion in 2024, growing at an annual rate of 15%, indicating strong international demand [7] - Companies are adopting diverse strategies for international expansion, including acquisitions and establishing local service teams to enhance customer responsiveness [8] Group 4: Future Outlook - The dual drivers of innovation and international expansion are expected to elevate the quality of Chinese industrial robots, marking a significant presence in the global supply chain [9]
毅达资本领投!柔性智造领军人「增广智能」完成近亿元人民币规模融资!
机器人大讲堂· 2025-07-11 10:35
Core Viewpoint - The article highlights the recent financing round of "Zengguang Intelligent," a core component supplier driven by innovative technology, which raised nearly 100 million RMB to enhance R&D, talent acquisition, production capacity, and expand sales networks domestically and internationally [1]. Company Overview - Zengguang Intelligent, established in 2018, focuses on promoting the localization of core components for industrial automation and has achieved a leading position in the domestic market for electric actuators and precision force control electric actuators [1]. - The company has received over fifty industry awards and is a member of more than twenty industry associations, contributing to the standardization of the industry by participating in the formulation of T/GDRA 013-2024 [1]. Team and Innovation - Zengguang Intelligent boasts a highly innovative R&D team with expertise across various fields, including algorithms, software, electronics, and mechanics. The founder, Huang Anjie, has received multiple accolades, enhancing the company's influence in the industry [3]. - The company has secured over a hundred authorized patents and developed a series of industry-leading core products and solutions, showcasing its strong technical capabilities and market competitiveness in industrial automation [3]. Product Development - Zengguang Intelligent has independently developed the SoftForce 3.0 high-precision force control system, utilizing a model predictive algorithm combined with a high-rigidity force sensor, achieving a control processing frequency of up to 10,000Hz. This technology allows electric actuators to reach a force control precision of ±0.01N (1‰) [3]. - In 2023, the company launched the first generation of the "Maglev Magic Carpet," followed by the second generation "MagiFloater" in 2024. This revolutionary planar magnetic levitation intelligent conveying system is the first of its kind in China, featuring a modular design and advanced control technologies for precise multi-directional motion control [4].
翼菲智能港股IPO:2024年售后服务费翻了3倍 最大客户收入暴跌 80后董事张子超全年领薪超900万元
Xin Lang Zheng Quan· 2025-07-11 03:49
Core Viewpoint - Yifei Intelligent has submitted an IPO application to the Hong Kong Stock Exchange, aiming to raise funds for technology development, production capacity, overseas expansion, supply chain investments, and working capital [1][2]. Financial Performance - Yifei Intelligent has experienced a "revenue without profit" dilemma from 2022 to 2024, with increasing revenues but continuous losses, totaling over 200 million RMB during the reporting period [6][12]. - The company's revenue for 2022, 2023, and 2024 was 162.21 million RMB, 201.17 million RMB, and 268.01 million RMB, respectively, reflecting a compound annual growth rate of 28.54% [7]. - Despite revenue growth, the company reported significant losses of 57.55 million RMB, 110.61 million RMB, and 71.50 million RMB for the respective years [6][12]. Client Dependency and Revenue Concentration - Yifei Intelligent's largest client, referred to as Client A, has seen its revenue contribution decline sharply from 1.16 billion RMB in 2022 to 640 million RMB in 2024, indicating a loss of dependency on major clients [7][8]. - The company relies heavily on a few key clients, with the top five clients contributing over 50% of total revenue during the reporting period [7][8]. Cash Flow and Liquidity Issues - The company's trade receivables surged from 28.11 million RMB to 138 million RMB, with a turnover period extending to 128 days by 2024, indicating increasing collection risks [13][14]. - Yifei Intelligent's cash flow from operating activities has been negative, totaling a net outflow of 200 million RMB over the reporting period, leading to a reliance on external financing [14]. Debt and Financial Health - The company's debt-to-asset ratio rose sharply to 88.42% by the end of 2024, indicating high liquidity risk [2][14]. - Yifei Intelligent's cash and cash equivalents stood at 22.89 million RMB against interest-bearing bank loans of 135 million RMB, highlighting significant repayment pressure [2][14]. Executive Compensation - Despite ongoing losses and rising debt, executive compensation has increased significantly, with total payments to executives reaching 11.736 million RMB in 2024, a 190.50% increase from the previous year [15][16]. - The compensation for the executive director Zhang Zichao reached 9.173 million RMB in 2024, with a substantial portion attributed to share-based payments [15][16].