1月30日晚间，海尔集团公司旗下卡奥斯物联科技股份有限公司(以下简称"卡奥斯")向港交所递表，启动赴港上市进程。 公开资料显示，卡奥斯是中国内地领先的工业智能化产品与解决方案提供商，致力于通过AI、物联网(IoT)、大数据等先进技术与工业应用的深度融合， 加速制造业数智化转型。卡奥斯自主研发了工业大模型驱动的COSMOPlat工业互联网平台，构建了工业智能软件与智能体、工业操作系统与工业大脑、 IoT系统与边缘计算设备深度融合的技术架构，向企业提供端云一体的数据智能和物联网解决方案，实现硬件层级的数据收集与云端层级的智能决策，助 力客户智能化转型。 截至最后实际可行日期，海尔集团通过直接和间接方式合计控制公司78.04%的投票权，其中通过卡奥斯数字科技持有49.11%，直接持有10.83%，通过其 他附属公司持有18.10%。股权结构高度集中，海尔集团对公司具有绝对控制权，可能存在大股东利益与小股东利益不一致的风险。 公司核心管理层大多具有海尔集团背景，董事长陈录城先生自2017年起担任公司执行董事，曾任职于海尔集团多个职位；CEO柴纪强先生同样具有丰富的 海尔集团工作经历。 卡奥斯近年营收保持稳定增长，20 ...

Core Viewpoint - The industrial internet, as a key engine for industrial transformation and competitive advantage, is advancing in China with the establishment of a unique identification and resolution system that enables data interoperability and value sharing across various sectors and regions [1][2]. Group 1: Development of the Identification and Resolution System - China's identification and resolution system for the industrial internet has transitioned from a "construction period" to an "application period" and "integration period," marking a significant advancement in its capabilities [1]. - The system has achieved controllable architecture, facilities, and technology, becoming an essential infrastructure for interconnectivity among various entities since its initiation in 2018 [1][2]. - The release of the "2024-2026 Action Plan" by the Ministry of Industry and Information Technology and other departments signifies the start of a new phase focused on large-scale applications [1]. Group 2: Trends and Applications - The recently published "Case Collection" includes 24 benchmark cases across 19 key industries and 5 major fields, showcasing the current state of industry development [2]. - Three major trends in the industry are identified: moving from internal management to full-process collaboration, from single-function applications to integrated innovation, and from key industries to broader fields [2]. - The application of identification technology has expanded from internal production tracking to encompassing the entire value chain, including R&D, production, supply chain, marketing, service, and recycling [2]. Group 3: Integration with New Technologies - Identification resolution is evolving beyond a mere tracking tool, integrating with technologies like 5G, artificial intelligence, and digital twins to create innovative applications [3]. - For instance, in the photovoltaic industry, a distributed certification platform combining identification and blockchain technology has been developed to provide each device with an immutable "digital identity," supporting green electricity trading and carbon footprint tracking [3]. Group 4: Value Creation and Impact - The application of identification resolution technology has led to significant improvements in operational efficiency and competitiveness for various companies [3]. - For example, a company increased its custom product order capacity from 5% to 30%, reduced changeover costs by 70%, and shortened order delivery cycles by 40% [3]. - The integration of the identification resolution system has improved on-time delivery rates to 98.5%, enhanced overall production efficiency by approximately 10%, and reduced inventory turnover from 226 days to 171 days [3].

Core Viewpoint - Kaos, a subsidiary of Haier Group, has officially initiated its listing process on the Hong Kong Stock Exchange, focusing on industrial internet platforms and digital transformation services for manufacturing [1] Group 1: Business Overview - Kaos is a leading provider of industrial intelligence products and solutions in China, integrating advanced technologies like AI, IoT, and big data to accelerate the digital transformation of the manufacturing sector [2] - The company has developed the COSMOPlat industrial internet platform, which combines industrial software, operating systems, and IoT systems to provide integrated data intelligence and IoT solutions [2] - Kaos's service range includes key manufacturing sectors such as home appliances, machinery, electronics, automotive, and energy, having served over 160,000 enterprises, with more than 9,500 paying customers [3] Group 2: Financial Performance - Kaos has maintained stable revenue, with projected revenues of CNY 4.994 billion and CNY 5.070 billion for 2023 and 2024, respectively, and a revenue of CNY 4.42 billion for the first nine months of 2025, representing a 22% year-on-year growth [4] - The revenue from data intelligence solutions reached approximately CNY 1.149 billion in 2024, a 25.9% increase from the previous year, and CNY 1.28 billion in the first nine months of 2025, a 59.6% increase year-on-year [4] - The overseas revenue for 2024 was approximately CNY 709 million, an increase of about CNY 85 million from the previous year, with solutions deployed in over 20 countries and serving more than 50 overseas enterprises [4] Group 3: Fundraising and Strategic Focus - The primary uses of the funds raised from the IPO include enhancing core platform and product capabilities, increasing market expansion and commercialization efforts, and exploring potential investment and acquisition opportunities [5][6] - The industrial internet sector is transitioning from a "platform construction phase" to a "value realization phase," making the ability to standardize products and enhance customer payment depth crucial for long-term competitiveness [6]

Core Viewpoint - Kaos Wulian Technology Co., Ltd., a leading provider of industrial digitalization products and solutions in China, has submitted its application to the Hong Kong Stock Exchange, with China International Capital Corporation and HSBC as joint sponsors [1] Group 1: Company Overview - The company is dedicated to promoting high-quality development in the manufacturing industry through the deep integration of advanced technologies such as artificial intelligence, the Internet of Things, and big data [1] - Kaos has independently developed the COSMOPlat industrial internet platform, which integrates industrial intelligent software, operating systems, and edge computing to provide data intelligence and IoT products and solutions to enterprises [1] - The company's products and solutions have achieved large-scale commercial applications across various vertical industries, including home appliances, machinery, electronics, automotive, and energy and chemicals, serving over 9,500 enterprise clients [1] Group 2: Market Position - Based on projected revenue for 2024, the company ranks first in China's industrial data intelligence solutions market [1] Group 3: Financial Performance - For the period from January to September 2025, the company's revenue reached 4.42 billion yuan, with revenue from data intelligence solutions amounting to 1.28 billion yuan, representing a year-on-year growth of 59.6% [1] - The profit from continuing operations was 146 million yuan, reflecting a year-on-year increase of 156%, indicating a steady improvement in profitability [1]

的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」）的要求而刊 發，僅用作提供資訊予香港公眾人士。 香港聯合交易所有限公司及證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本申請版本全部或任何部分內容而產生或因依賴該等內容而引致的任何 損失承擔任何責任。 COSMOPlat IoT Technology Co., Ltd. 卡 奥 斯 物 聯 科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） 本申請版本為草擬本，其內所載資訊並不完整，亦可能會作出重大變動。 閣下閱覽本文件，即代表 閣下知 悉、接納並向卡奧斯物聯科技股份有限公司（「本公司」）、本公司的聯席保薦人、整體協調人、顧問及包銷團成員 表示同意： 本申請版本不會向於美國的人士刊發或分發，當中所述證券並無亦不會根據1933年美國證券法登記，且在根據 1933年美國證券法辦理登記手續或取得豁免前不得於美國發售或出售。不會於美國公開發售證券。 本申請版本及當中所載資料均非於美國或任何其他禁止進行有關要約或銷售的司法權區 ...

1月28日，省委书记沈晓明围绕"打造具有核心竞争力的科技创新高地"主题，开展中央巡视反馈意见整改工作专题调研，强调要深 入学习贯彻习近平总书记关于湖南工作的重要讲话和指示批示精神，对照中央巡视反馈意见抓好整改落实，坚持以科技创新引领产业 创新，因地制宜培育和发展具有湖南特色的新质生产力。 1月28日，沈晓明在中科云谷科技有限公司调研。 调研中，沈晓明指出，要把科技创新摆在发展全局的重中之重，强化企业科技创新主体地位，加强关键核心技术攻关，促进科技成果 转化应用。要瞄准市场需求，以应用场景和用户驱动开展研发创新，大力培育和发展更多新产业、新业态、新商业模式。要建立健全 一体推进教育科技人才发展机制，深化产学研协同，持续加大科技人才培养引进力度和全社会研发投入，不断提升科技投入效益。要 更好发挥科技创新在新旧动能转换中的牵引作用，加快培育壮大新兴产业，因地制宜谋划未来产业，为培育和发展新质生产力增添新 动能，持续用力打造具有核心竞争力的科技创新高地。 省领导吴桂英、刘红兵、余红胜参加。 1月28日，沈晓明来到湖南出版投资控股集团有限公司调研。 在湖南出版投资控股集团有限公司，沈晓明察看数智出版生产平台、湖湘文化大 ...

Core Viewpoint - Shandong Province is advancing its industrial optimization and upgrading by implementing the "Artificial Intelligence +" initiative, with significant recognition for the Kaos COSMOPlat and Tianzhi Industrial Model as key achievements in AI innovation and application [1][2]. Group 1: AI Integration and Industrial Upgrading - By 2025, Shandong aims to achieve substantial progress in industrial optimization and integration of AI technologies, with the AI core industry generating over 120 billion yuan, accounting for approximately 10% of the national total [1]. - The Kaos COSMOPlat platform has developed the Tianzhi Industrial Model, which is tailored for various industries, enabling applications in over 40 scenarios across nine sectors [2][4]. Group 2: Practical Applications and Case Studies - In the Haier factory, the Tianzhi Industrial Model supports processes from AI visual inspection to automated labeling, achieving a prediction accuracy of over 96% [2]. - The Kaos platform has integrated various components such as sensors and intelligent algorithms to create a comprehensive equipment management system, enhancing operational efficiency [2][4]. Group 3: Industry Collaboration and Digital Transformation - Shandong is actively promoting AI technology across all sectors, establishing 130 "industrial brains" to enhance the depth and breadth of intelligent transformation, maintaining a leading position nationally [5]. - The collaboration with Shandong Boxing has led to the creation of a digital service platform for the commercial kitchen industry, providing comprehensive digital management support and aiding in industry governance [6][8]. Group 4: Impact on Manufacturing and Sustainability - The Kaos Tianzhi models have contributed to a 10% reduction in labor and energy costs in the petrochemical sector, showcasing the economic benefits of AI integration [8]. - The platform's development of the energy-carbon model from sustainable factory practices highlights its commitment to green development and digital economic growth in urban areas [8].

Core Viewpoint - The Shijingshan District aims to upgrade its development strategy during the "15th Five-Year Plan" period, focusing on transforming planning into reality and enhancing integration among industries, particularly in information technology and modern finance, while fostering emerging sectors like artificial intelligence and science fiction [1][2]. Group 1: Development Strategy - The core logic of development will evolve from "breaking old to establish new" to "from planning to reality and from aggregation to integration" [2]. - The goal for the "15th Five-Year Plan" is to upgrade from "physical space aggregation" to "industrial cluster ecology," creating a complete ecological chain for artificial intelligence [2][3]. - Investment of 3.8 billion yuan will be allocated for 28 key projects to enhance connectivity and integrate ecological, cultural, and industrial functions [3]. Group 2: Industry Focus - Information technology and modern finance are the district's primary industries, with a shift from "scale expansion" to "capability enhancement" planned for the "15th Five-Year Plan" [4]. - Strategies include strengthening the foundation of the information technology sector and fostering innovation in the modern finance sector through the establishment of an insurance innovation demonstration zone and a digital RMB pilot area [4]. Group 3: Emerging Industries - The district will cultivate emerging sectors like artificial intelligence and science fiction, aiming to create a diverse innovation matrix [5]. - Key initiatives include establishing the "Beijing Future Digital Space Innovation Experimental Zone" and promoting technology commercialization [5][6]. Group 4: Urban Development Projects - The "Two Parks and One River" initiative will transition from planning to execution, with projects like the revitalization of the Shilu Canal and the creation of large-scale art installations along the Yongding River [7][8]. - The district plans to enhance the waterfront area with new commercial facilities and recreational spaces, promoting a vibrant urban environment [8]. Group 5: Sports and Cultural Integration - The district aims to leverage its status as a "Double Olympic Zone" to convert sports events into economic and urban development opportunities [9][10]. - Future plans include hosting various sports and cultural events to drive tourism and local consumption, enhancing the overall value chain of events [9][10]. Group 6: Historical and Cultural Preservation - The district emphasizes the importance of preserving its industrial heritage while transforming into a modern urban area, with initiatives to protect historical sites like the Modekou Cultural Heritage District [11].

大小通吃，这碗饭谁都能吃 这风口一开，产业链彻底沸腾。天眼查数据显示，2025年新注册的工业互联网企业暴涨了27.8%，大家都想分一杯羹。浪潮云洲的董事长看得很透：大企业 要搞专用大模型，玩的是"高定"；中小企业玩不起高科技？那就推"模型即服务MaaS"，像点外卖一样用AI，门槛直接踩到底。 网络要"神经"，落地得"抠细节" 最近的政策圈有点"忙"，关于工业互联网的利好跟连珠炮似的往外冒。这不是简单的喊口号，而是实打实的"路线图"——到2028年要搞出450多个有头有脸 的工业互联网平台，还要拉着不少于5万家企业搞"新型工业网络"大改造。这一套组合拳下来，目标很明确：让AI给工业互联网装上"大脑"，到2025年核心 产业规模要冲过1.6万亿元大关。这哪是规划？分明是给制造业泼天的富贵！ 告别"连得上"，我们要"想得明白" 以前咱们聊工业互联网，顶多是"连得上、看得见"，像鞍钢那位大佬说的，那是跑分阶段。现在生成式AI和工业大模型成熟了，直接跨越到"认知理 解"和"智能决策"。啥概念？就是以后的工厂不光能传送数据，还能自己琢磨怎么省电、怎么排产。目前这网已经罩住了41个工业大类，2.3万个"5G+工业互 联网" ...

Core Insights - The contribution of the industrial and information sectors to China's economic growth exceeds 40%, highlighting the importance of these sectors in the modernization of the industrial system [1] - In 2025, China's industrial added value is projected to reach 41.7 trillion yuan, contributing 35% to economic growth, an increase of 1.8 percentage points from the previous year [1] - The manufacturing sector continues to dominate, maintaining the world's largest added value for 16 consecutive years, while the information transmission, software, and IT services sector achieved a value of 7.06 trillion yuan, showing double-digit growth [1] Group 1 - The industrial sector's core components include traditional industries and digital economy-related sectors, emphasizing the need for a modernized industrial system [1] - In response to international trade changes, Chinese industrial enterprises are diversifying market layouts and upgrading product structures, showcasing resilience amid external challenges [2] - The growth of advanced manufacturing and the optimization of industrial structure are evident, with significant increases in new energy vehicle sales and industrial robot production [3] Group 2 - The integration of information technology and industrialization is a key path for building a modern industrial system, with 5G and industrial internet technologies being widely adopted across various economic sectors [3] - Recent initiatives, such as the "Industrial Internet and Artificial Intelligence Integration Empowerment Action Plan," aim to deepen the integration of digital technologies with the real economy [4] - The focus on solidifying the foundation of the real economy and seizing opportunities for digital transformation is crucial for maintaining a competitive edge in the global market [4]