新华社天津7月13日电（宋瑞、马博文）抓、握、捏、按、手指开合……来自南开大学的塔吉克斯坦留学生吴莫凡在摄像头前做出手部动作，一旁 搭载了上千个多维触觉传感单元的仿生灵巧手立刻同步复刻，动作流畅得如同照镜子。 日前在天津举办的2025上合组织数字经济论坛上，帕西尼感知科技展出的仿生灵巧手，吸引大量来自上合国家的嘉宾关注。 "我了解到，这些能够感知力学信息、物体材质、温度、纹理的仿生灵巧手，可以规模化运用到工业制造领域，通过数据采集、算法集成等技术体 系，大大提升工厂的生产效率。"吴莫凡连连感叹，他期待这些来自中国的数字"智造"产品进入更多国家，赋能当地发展。 土耳其亚太研究中心高级研究员穆罕默德·博兹库尔特感受明显。"越来越多人工智能、机器人技术在中国工业场景中落地，我感到非常震撼，中 国在这方面的进步非常了不起。" 巴基斯坦国立科技大学学者穆罕默德·纳比勒·安瓦尔认为，中国的产业数字化转型为全球提供了借鉴经验。"这些数字技术可以提升劳动力技能、 提高工厂效率，而这正是我们所需要的。" "中国巨大的人口规模、市场需求和丰富场景，使得数字经济得以快速发展。"中国社科院世界经济与政治研究所国际投资研究室副主任潘圆 ...

Group 1 - The core viewpoint emphasizes the integration of information technology and industrialization as a strategic task to promote new industrialization and enhance the manufacturing sector [2][3] - The document outlines 17 key tasks across five main areas to advance the digital transformation of the manufacturing industry and support small and medium enterprises [1][7] Group 2 - The establishment of a leadership mechanism for the integration of information technology and industrialization is highlighted, aiming to systematically promote digital transformation and smart manufacturing [3][4] - A comprehensive policy framework is being developed to guide the integration efforts, including high-quality development plans for industrial internet and data empowerment [3][5] Group 3 - The document stresses the importance of enhancing the evaluation and monitoring of the integration process, establishing quantifiable goals and performance assessment mechanisms [4][6] - It calls for the development of a robust foundation for integration, including investments in 5G and 6G technologies, and the promotion of industrial internet platforms [5][6] Group 4 - The promotion of digital transformation initiatives is a key focus, with pilot programs for new technology upgrades in manufacturing and digital transformation for small and medium enterprises [1][7] - The establishment of digital carbon management centers in industrial parks is aimed at precise measurement and control of energy consumption and carbon emissions [1][7] Group 5 - The document outlines the need for a collaborative network infrastructure, integrating various industrial network technologies to enhance operational efficiency [8] - It emphasizes the application of artificial intelligence in manufacturing, supporting enterprises in utilizing AI models and smart systems [8][9] Group 6 - The promotion of high-quality standards for the integration of information technology and industrialization is crucial, with efforts to develop and implement a comprehensive standard system [10][11] - The establishment of public service platforms to support enterprises in their digital transformation journey is also highlighted [11][12]

Group 1 - The Ministry of Industry and Information Technology (MIIT) has released the 2025 work points for the integration of informatization and industrialization, which includes five areas and 17 specific items [1] - The initiative aims to enhance the level of intelligence in manufacturing, including the development of guidelines for the application of artificial intelligence (AI) in manufacturing enterprises [1] - The "AI + Manufacturing" action plan will support companies in applying general models, industry-specific models, and intelligent agents in key scenarios [1] Group 2 - The initiative emphasizes the deep integration of AI technology in the industrial sector and the implementation of intelligent manufacturing projects [1] - Continuous efforts will be made to cultivate intelligent factories, including the formulation of interim management measures for the gradient cultivation of intelligent factories [1] - The construction of intelligent factories is expected to drive the accelerated application and iterative upgrade of intelligent manufacturing equipment, industrial software, and system integration innovations [1]

Group 1 - The event "National Federation of Industry and Commerce Innovative Growth-oriented Private Enterprises Empowerment Matching Activity" was held in Guangzhou, focusing on building a quality platform for innovative growth-oriented private enterprises to enhance cooperation and development [1][2] - Nearly 200 participants, including government departments, enterprise representatives, financial institutions, and experts, gathered to explore high-quality development paths for the private economy [1] - The event featured an industry promotion session highlighting Guangzhou's intelligent manufacturing industry, showcasing its current development status, advantageous fields, and policy support [1] Group 2 - The Guangzhou Private Technology Park released a special honor list for its 30th anniversary, recognizing enterprises and individuals that made significant contributions to the development of the private economy [2] - Cooperation agreements for intelligent manufacturing industry projects were signed between Guangzhou Private Technology Park and eight resident enterprises, marking the official launch of several quality projects [2] - The event provided a platform for innovative growth-oriented enterprises to showcase cutting-edge technologies and achievements, with six representative intelligent manufacturing companies presenting their latest innovations in industrial robotics, new energy, and smart manufacturing [2]

Core Insights - The recent half-year earnings forecasts from listed companies reveal that 83 out of 107 companies are expected to report profit growth or turnaround, indicating a relatively strong performance in various industries [3] - Among these, 24 companies are projected to have their net profits double year-on-year, highlighting significant growth potential [3] - The average stock price increase for these companies is 27% year-to-date, outperforming the broader market, with some companies like Huayin Power and Bangji Technology seeing their stock prices more than double [3] Company Performance - Companies with net profits exceeding 100 million yuan are significant, with 61 companies meeting this threshold, indicating robust earning capabilities [3] - Notable companies such as Industrial Fulian, Luxshare Precision, and New Chemical Materials are leading their respective industries with net profits exceeding 1 billion yuan, showcasing their strong market positions and risk resilience [3][4] - The growth of these leading companies is often tied to industry trends, such as smart manufacturing and new materials, suggesting that their performance is sustainable as long as the broader market conditions remain favorable [4] Investment Considerations - It is essential to analyze whether profit growth is driven by genuine business improvements or merely by favorable industry conditions, as the latter may not be sustainable [4] - Companies that achieve profit growth through core business revenue increases and improved gross margins are more likely to be solid long-term investments [4][5] - The earnings forecasts serve as a guide for identifying companies with strong fundamentals and long-term growth potential, rather than focusing solely on short-term stock price movements [5]

为加快推动制造业数字化转型智能化升级，打造智能制造"升级版"，工业和信息化部（以下简称"工信 部"）、国家发展改革委、财政部、国务院国资委、市场监管总局、国家数据局近日联合印发通知，部 署开展2025年度智能工厂梯度培育行动。按照《智能工厂梯度培育要素条件（2025年版）》，分基础 级、先进级、卓越级和领航级智能工厂四个层级进行培育。 智能工厂是智能制造的主要载体，是制造业数字化转型、智能化升级的主战场。工信部装备工业一司网 站今年2月份发布的消息，截至目前，全国已建成3万余家基础级智能工厂、1200余家先进级智能工厂、 230余家卓越级智能工厂。 "这种层层递进的设计逻辑，让每个层级不仅各有侧重，而且目标清晰。"王夙说。 从企业的角度来看，这样的梯度设计提供了一条非常清晰的成长路线图。王夙认为，对于那些已经走在 前沿的行业领军者，政策也给予了足够的挑战性和前瞻空间。比如，在领航级中明确提出"未来制造模 式"的探索任务，这不仅是硬件设备的更新，更是组织方式、生产逻辑、技术路线的全面重构。 值得注意的是，政策并没有采取"一刀切"的推进方式，而是充分考虑到不同企业的现实基础和资源禀 赋，提供了差异化、分阶段的引导 ...

Group 1 - The forum focused on "deepening civil friendship and promoting sustainable development," with around 400 representatives from Shanghai Cooperation Organization (SCO) countries participating in discussions on various topics such as friendly city exchanges and economic cooperation [1][2] - The forum has become an important platform for SCO countries to explore common interests and address significant issues through civil friendship and diplomacy [2][3] - The release of the "Consensus on Sustainable Development of Civil Exchanges among SCO Countries" and the "Shenyang Initiative 2025" provides essential guidance for civil friendship cooperation among SCO nations [2][3] Group 2 - The forum achieved multiple cooperation outcomes, including signing memorandums of understanding between the SCO Neighborly Friendship Cooperation Committee and various organizations from Myanmar and Mongolia [3][4] - The forum highlighted the importance of youth in fostering future cooperation among SCO countries, with initiatives aimed at enhancing cultural exchanges among young people [5][6] - The "Under the Same Blue Sky" children's art exhibition showcased 118 artworks from 13 SCO countries, emphasizing themes of cultural diversity, future technology, and environmental protection [6][7] Group 3 - The forum underscored the significance of civil exchanges as a foundation for government cooperation, with various countries establishing specialized institutions to promote dialogue and interaction among their citizens [3][7] - The potential for cooperation in sectors such as renewable energy and agriculture between Uzbekistan and China was emphasized, highlighting the complementary strengths of both nations [4][5] - The forum served as a platform for showcasing successful examples of friendly city cooperation, which fosters trust and understanding among the peoples of SCO countries [4][6]

Group 1 - The eighth China International Import Expo (CIIE)招商路演 was held in Hangzhou, attracting over 120 buyers from Zhejiang [1] - German company Kärcher has participated in CIIE for seven consecutive years, with a compound annual growth rate exceeding 20% in the Chinese market [1] - Kärcher has invested over 2 billion RMB in multiple factories in China, transitioning from an exhibitor to an investor [1] Group 2 - The eighth CIIE will take place from November 5 to 10 in Shanghai, with plans to optimize exhibition areas and invite more professional buyers [2] - The event aims to deepen supply-demand matching across various scenarios and enhance the spillover effects of the expo [2]

Core Insights - The establishment of the National Digital Economy Innovation Development Experimental Zone in Tianjin presents new opportunities for the city's digital economy [1] - Tianjin's digital economy core industries achieved a revenue of 132.9 billion yuan in Q1 2025, marking a 12.2% year-on-year growth, with the added value accounting for 9.4% of GDP [1][11] - Lenovo's Tianjin Industrial Park has demonstrated significant advancements in smart manufacturing, producing a laptop every 9 seconds and achieving an annual output of 3 million units with a revenue exceeding 10 billion yuan in 2024 [2][4] Digital Economy Development - The digital economy in Tianjin is characterized by successful cases and achievements, showcasing a path towards digital industrialization and industrial digitalization [1] - Lenovo's Tianjin factory was recognized as one of the first "excellent" smart factories by the Ministry of Industry and Information Technology, achieving a maturity level of four in smart manufacturing capabilities [2] - The factory's production efficiency has improved, with a 10% increase in product pass rate and a 30% reduction in energy consumption per unit [4] Smart Manufacturing as a Driver - Smart manufacturing is identified as a crucial driver for the development of the digital economy, with Lenovo's Tianjin Industrial Park leading in zero-carbon and intelligent manufacturing [5][6] - The park integrates various smart manufacturing processes, including design, production, logistics, and energy management, showcasing its advanced capabilities [8] - The establishment of shared laboratories and flexible production lines under Lenovo's "Fire Seed Plan" aims to foster innovation and support local enterprises [8] Regional Advantages and Growth - The geographical advantages of Tianjin, such as proximity to transportation hubs, facilitate efficient logistics and supply chain management for manufacturing enterprises [10] - The number of registered enterprises in the Binhai-Zhongguancun Science Park has exceeded 5,800, indicating a growing cluster of innovation-driven companies [10] - The digital economy's growth is supported by the establishment of national pilot zones for vehicle networking and artificial intelligence applications, enhancing Tianjin's competitive edge [11] Innovation Focus - Innovation is emphasized as a key focus for smart manufacturing enterprises, with the potential to transform production processes and reduce reliance on manual labor [12] - The upcoming Shanghai Cooperation Organization Digital Economy Forum in Tianjin aims to promote collaboration and development in various digital economy sectors [12]

报告还提出了 "平台化、敏捷化、智能化"三大技术趋势，以及十大技术发展方向 。 报告指出，随着工业4.0和生成式AI技术的发展，全球智能制造和工业自动化行业变革加速。到2030年，中国、日 韩和西欧等先进制造市场有望率先实现自动化革命。中国对智能制造和工业自动化高度重视，出台了一系列政策 支持行业发展，如《"十四五"智能制造发展规划》，旨在推动制造业数字化转型、网络化协同、智能化变革。 麦肯锡估算， 2025年全球工业自动化市场规模将达到约1083亿美元，中国工业自动化市场规模超过人民币2500 亿元，占全球市场的三分之一以上。 报告预测，未来五年中国自动化行业将实现跨越式增长，主要得益于工业自 动化细分领域的增长潜力，包括连续流制造业、离散制造业和工业物联网软件及云服务。 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ 麦肯锡公司于2025年6月发布的 《融合生态 拥抱智能：2030中国智能制造及自动化行业展望》 报告，深入分析 了智能制造和工业自动化行业的发展趋势、技术突破、市 ...