机械工业

Search documents
港股概念追踪 | 机械工业数字化再迎利好 机构看好2025年工业AI的加速渗透(附概念股)
智通财经网· 2025-08-03 23:24
智通财经APP获悉,8月1日,工业和信息化部等八部门印发《机械工业数字化转型实施方案》,目标到 2027年,数智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用,智能制造能力成 熟度二级及以上企业占比达50%,建成不少于200家卓越级智能工厂,带动机械企业研发设计、生产制 造、供应链管理数字化智能化水平稳步提升;培育一批既懂行业又懂数字化的系统解决方案供应商,形 成不少于200个优秀场景化解决方案,服务能力显著增强。相关概念股:创新奇智(02121)、森松国际 (02155)、中联重科(01157)。 相关概念股: 创新奇智(02121):创新奇智宣布旗下AInnoGC工业大模型迎来技术升级,已经完成DeepSeek-R1蒸馏 AInno-75B技术适配。据介绍,通过蒸馏DeepSeek-R1 ,显著提升了AInno-75B的推理能力,同时还保持 了AInno-75B模型对工业知识深入理解和低成本私有化部署的优势。创新奇智始终致力于为客户提供高 效、灵活且经济实惠的AI解决方案。此次技术升级使得AInno-75B能够在更广泛的工业环境中实现部署 应用,满足不同规模企业的需求。 据中心负责人介绍, ...
机械工业数字化转型实施方案印发
Ren Min Ri Bao· 2025-08-03 19:06
方案提出开展智能装备创新发展行动、智能制造扩面普及行动、智慧服务拓展提升行动、基础支撑强化 夯实行动等4方面12项重点任务,并聚焦行业特点梳理研发设计、生产制造、经营管理、运维服务、供 应链管理等典型场景,推进行业数字化转型智能化升级。 机械工业是为国民经济发展、国防军工建设和民生事业提供技术装备的基础性和战略性行业,产业覆盖 面广、产品种类多、产品结构复杂、产业链条长、大批量生产与小批量定制共存等特点突出。 本报北京8月3日电(记者刘温馨)近日,工业和信息化部等八部门印发《机械工业数字化转型实施方 案》,提出到2027年,数智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用,智 能制造能力成熟度二级及以上企业占比达50%;到2030年这一数字达60%,且建成不少于500家卓越级 智能工厂。 ...
机械工业转型方案印发,智能工厂建设将提速
Xuan Gu Bao· 2025-08-03 14:27
Industry Overview - The Ministry of Industry and Information Technology has released a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to achieve a maturity level of smart manufacturing by 2027 [1] - The plan includes the establishment of at least 200 excellent smart factories and the cultivation of over 200 scenario-based solutions [1] - By 2030, the plan targets that large-scale enterprises in the machinery industry will complete digital transformation and establish over 500 excellent smart factories [1] - The focus is on breakthroughs in intelligent equipment technologies such as industrial mother machines and robots, as well as innovations in consumer and high-end equipment to support industrial upgrades [1] - The smart factory market surpassed 1 trillion yuan in 2022, with high penetration rates in industries like automotive, 3C electronics, and metal smelting [1] Company Developments - Nengke Technology continues to iterate its "Le Series" industrial software products and has launched the "Ling Series" AI agent products, forming a dual self-developed product system [2] - The AI agent products have achieved breakthrough growth in applications within industries such as robotics, automotive, and aerospace [2] - Zhongkong Technology has customized the most comprehensive and compatible robot hardware and software platform for industrial applications, successfully securing major contracts for smart inspection robots and AMR projects with Saudi Aramco [2]
八部门印发!事关机械工业数字化转型
Zhong Guo Zheng Quan Bao· 2025-08-01 14:49
Group 1 - The core viewpoint of the article is the implementation of the "Digital Transformation Implementation Plan for the Machinery Industry" by the Ministry of Industry and Information Technology and eight other departments, focusing on both the digital transformation of the machinery industry itself and empowering other industries' digital transformation [1] Group 2 - The plan outlines two main aspects: the digital transformation of the machinery industry and the empowerment of other industries, with a focus on three major areas: intelligent equipment, intelligent manufacturing, and smart services [2] - Four major actions are proposed, including the innovation development of intelligent equipment, the expansion and popularization of intelligent manufacturing, the enhancement of smart service capabilities, and the strengthening of foundational support for digital transformation [2] Group 3 - By 2027, the plan aims for 50% of enterprises to achieve a maturity level of intelligent manufacturing capability at level two or above, with at least 200 exemplary intelligent factories established [3] - By 2030, the goal is to have 60% of enterprises at level two or above in intelligent manufacturing capability, with at least 500 exemplary intelligent factories built, and a complete, secure, and controllable supply system for equipment and services established [3] - The plan emphasizes the importance of organizational collaboration, public service enhancement, talent cultivation, and deepening international cooperation to ensure successful implementation [3]
工信部等八部门:面向工业领域老旧设备改造需求 深入实施大规模设备更新行动
Di Yi Cai Jing· 2025-08-01 13:27
Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued a notice regarding the implementation plan for the digital transformation of the machinery industry, focusing on upgrading outdated equipment and promoting intelligent manufacturing solutions [1] Group 1: Equipment Upgrade and Intelligent Manufacturing - The plan emphasizes the need for large-scale equipment renewal actions to address the demand for upgrading outdated, inefficient, and high-energy-consuming machinery [1] - It supports enterprises in integrating and applying intelligent components for perception, control, and execution to enhance existing equipment [1] Group 2: National Defense and Strategic Needs - The initiative includes the implementation of major national science and technology projects aimed at breakthroughs in industrial mother machines, industrial robots, intelligent instruments, safety emergency equipment, and mining safety equipment [1] Group 3: Consumer Needs and Smart Equipment Development - The plan aims to develop intelligent agricultural machinery, medical equipment, textile machinery, food machinery, energy-saving and environmental protection equipment, and service robots to meet the needs of people's better lives [1] Group 4: Future Technology and Global Trends - The strategy also focuses on accelerating major technological equipment projects to achieve breakthroughs in humanoid robots and brain-computer interface products, aligning with global technological innovation trends and future industry development needs [1]
工信部等八部门:开展数字化转型改造行动,实施一批“智改数转网联”改造项目
Zheng Quan Shi Bao Wang· 2025-08-01 13:19
人民财讯8月1日电,工业和信息化部等八部门关于印发《机械工业数字化转型实施方案》的通知。《方 案》提到,加快推进企业数智化转型。开展数字化转型改造行动,实施一批"智改数转网联"改造项目, 推进老旧设备更新和"哑"设备改造,支持企业实施软硬一体化改造,推动生产设备和信息系统全面互联 互通,促进数字化集成应用创新,提升企业数字化精益管理水平。开展智能工厂梯度培育行动,支持数 字化基础较好的企业围绕数字化研发设计、产线柔性配置、智能仓储、设备运维、供应链弹性管控等典 型场景开展智能化升级,加快人工智能等数智技术融合应用,探索未来制造模式,推动业务模式和企业 形态创新。组织行业机构研究梳理智能制造典型场景和行业特色场景,以及要素参考指引,为企业转型 提供参考。实施中小企业数字化赋能专项行动,支持企业结合自身需求实施设备自动化改造、数据采 集、上云上平台等投入少、见效快的数字化"微改造",夯实数字化基础。 ...
工信部等八部门:面向工业领域老旧设备改造需求,深入实施大规模设备更新行动
Zheng Quan Shi Bao Wang· 2025-08-01 13:17
Core Viewpoint - The implementation plan for the digital transformation of the machinery industry aims to upgrade outdated equipment and promote the integration of intelligent components to enhance efficiency and reduce energy consumption [1] Group 1: Equipment Upgrade and Innovation - The plan emphasizes large-scale equipment renewal actions to address the needs for upgrading old, inefficient, and high-energy-consuming machinery [1] - It supports the integration of sensing, control, and execution intelligent components in the modernization of existing equipment [1] Group 2: Strategic and Technological Development - The initiative includes the implementation of major national science and technology projects to meet defense and national strategic needs, focusing on breakthroughs in industrial mother machines, industrial robots, and intelligent detection equipment [1] - It aims to accelerate the development of major technological equipment to address global innovation trends and future industry demands, including humanoid robots and brain-computer interface products [1] Group 3: Consumer-Oriented Equipment - The plan also targets the development of intelligent equipment for improving people's quality of life, such as smart agricultural machinery, medical equipment, and energy-saving environmental protection equipment [1] - It highlights the importance of service robots and other consumer-oriented machinery in enhancing daily living standards [1]
八部门:到2027年建成不少于200家卓越级智能工厂
Zheng Quan Shi Bao Wang· 2025-08-01 13:10
Core Insights - The Ministry of Industry and Information Technology and eight other departments have issued a notice regarding the "Implementation Plan for Digital Transformation in the Machinery Industry" [1] Group 1: Digital Transformation Goals - By 2027, smart technology will be widely applied in product R&D, manufacturing, management, and operational services, with 50% of enterprises achieving a maturity level of 2 or above in intelligent manufacturing capabilities [1] - A minimum of 200 excellent smart factories will be established, enhancing the digital and intelligent levels of R&D, manufacturing, and supply chain management in machinery enterprises [1] - A batch of system solution providers who understand both the industry and digitalization will be cultivated, resulting in at least 200 excellent scenario-based solutions with significantly enhanced service capabilities [1] Group 2: Long-term Vision - By 2030, major enterprises in the machinery industry will have completed a round of digital transformation, with data interconnectivity and collaborative sharing across the upstream and downstream of the supply chain for key enterprises [1] - The proportion of enterprises with intelligent manufacturing capabilities at maturity level 2 or above will reach 60%, with at least 500 excellent smart factories established [1] - A comprehensive, secure, and controllable product and service supply system will be formed, significantly improving the digital and intelligent levels of the industry [1]
工信部等八部门:到2027年,建成不少于200家卓越级智能工厂
news flash· 2025-08-01 13:06
工信部等八部门:到2027年,建成不少于200家卓越级智能工厂 金十数据8月1日讯,工业和信息化部等八部门关于印发《机械工业数字化转型实施方案》的通知。到 2027年,数智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用,智能制造能力成 熟度二级及以上企业占比达50%,建成不少于200家卓越级智能工厂,带动机械企业研发设计、生产制 造、供应链管理数字化智能化水平稳步提升;培育一批既懂行业又懂数字化的系统解决方案供应商,形 成不少于200个优秀场景化解决方案,服务能力显著增强。 相关链接 ...
工业和信息化部等八部门关于印发《机械工业数字化转型实施方案》的通知
news flash· 2025-08-01 13:03
工业和信息化部等八部门关于印发《机械工业数字化转型实施方案》的通知。到2027年,数智技术在产 品研发设计、生产制造、经营管理、运维服务等环节广泛应用,智能制造能力成熟度二级及以上企业占 比达50%,建成不少于200家卓越级智能工厂,带动机械企业研发设计、生产制造、供应链管理数字化 智能化水平稳步提升;培育一批既懂行业又懂数字化的系统解决方案供应商,形成不少于200个优秀场 景化解决方案,服务能力显著增强。到2030年,机械工业规上企业基本完成一轮数字化改造,重点企业 的产业链供应链上下游实现数据互联、共享协同,骨干企业深度应用人工智能技术,智能制造能力成熟 度二级及以上企业占比达60%,建成不少于500家卓越级智能工厂,基本形成系统完备、安全可控的产 品及服务供给体系,行业数字化智能化水平大幅提升。 ...