1月8日，以"AI之'智'，铸制造之'质'"为主题的2026"工赋上海"创新大会在上海举办。 会上，上海市第三批"工赋链主"企业、2025上海市"AI+制造"发展白皮书、上海市"AI+制造"样板企业"场景50"正式发布，并举行国家人工智能应用中试 基地共建仪式。 上海市人民政府副秘书长张英在致辞中表示，上海积极落实国家战略部署，发挥"AI+制造"叠加优势，推动重点行业加快应用，支持打造样板企业，加 强关键要素支撑，培育AI应用活跃生态。面向"十五五"推动"AI+制造"规模化发展。强化技术攻关，引领范式创新。产学研用协同攻关工业模型、工业智能 体、智能装备产品等，推动制造企业生产组织模式创新变革。深化场景融合，打造标杆案例。聚焦研发设计、生产制造、供应链管理等环节，支持企业开展 智能化改造升级，形成一批具有全国影响力的标杆案例；探索人形机器人在核心制造环节的应用。构建开放生态，实现协同共创。推动以"工赋链主"为代表 的龙头企业，继续发挥引领作用，联合专业服务商、上下游企业等组建创新联合体，形成"技术-场景-生态"协同的创新格局。 上海加快推动工业互联网创新发展，梯度培育"工赋链主"企业。2022年以来，围绕汽车 ...

Group 1 - The conference themed "AI's 'Intelligence' and Manufacturing's 'Quality'" was held in Shanghai, where the third batch of 21 "Manufacturing Chain Master" enterprises was officially announced, along with the launch of the "AI + Manufacturing" model enterprise cultivation project [1] - Since 2022, Shanghai has cultivated a total of 42 "Manufacturing Chain Master" enterprises, linking over 360,000 companies and empowering more than 7,000 core enterprises, resulting in a 20% reduction in operational costs and a 10% decrease in equipment energy consumption [1] - The first batch of 10 model enterprises was selected to demonstrate the application of AI technology in key areas, with 50 specific scenarios identified for AI application [1] Group 2 - The "2025 Shanghai AI + Manufacturing Development White Paper" was officially released, outlining the overall situation and evolution of AI applications in manufacturing, showcasing the phased achievements of Shanghai in promoting "AI + Manufacturing" [2] - A national AI application pilot base in the manufacturing sector was established, focusing on tackling common challenges in high-end equipment research and complex manufacturing [2] - The Shanghai government plans to enhance technological breakthroughs and innovative paradigms, promoting collaboration among industry, academia, and research to meet the demands of complex industrial environments [2]

佛山将着力构建更具竞争力的现代化产业体系，加快从"制造大市"向"智造强市"跃进。图片来源：南方日报 "党的二十届四中全会把'建设现代化产业体系'作为重要战略任务，作出构建以先进制造业为骨干的现 代化产业体系、优化提升传统产业，培育壮大新兴产业和未来产业等重大部署，对佛山极具指导意 义。"近日，广东省副省长、佛山市委书记唐屹峰接受南方日报记者书面采访时说。 唐屹峰表示，"十五五"时期，佛山将持续推动传统产业转型升级、新兴产业发展壮大、未来产业培育布 局"三箭齐发"，加快发展现代服务业，着力构建更具竞争力的现代化产业体系，加快从"制造大 市"向"智造强市"跃进。 "智改数转"推动传统产业升级 同步聚势打造新兴支柱产业 一是推动传统产业提质升级。我们将实施"人工智能+制造业"行动，以智改数转为重点深入推进新一轮 工业技改，打造一批绿色化智能化的现代化工厂。坚持品质取胜、标准引领、品牌塑造一体推进，不断 塑造"佛山制造"品牌新优势。 二是加快打造新兴支柱产业。实施新兴产业聚势工程，用好新动能产业基金，聚力发展壮大新型电力系 统装备、机器人、半导体芯片等产业，加快将"人工智能+机器人"打造为高技术、高成长、大体量的产 ...

在全球经济格局深度调整与科技竞争加剧的背景下，中国新兴产业正经历从"规模追赶"到"价值重估"的 历史性转变。本文系统性梳理了海内外先进制造、科技、大消费三大领域近百家龙头公司所处的基本面 位置以及估值水平，发现在先进制造领域，中国公司已展现出较高的产业成熟度和更强的全球竞争力， 盈利能力突出且估值更具性价比；硬科技正经历从"跟跑"到"并跑"的关键阶段，应用端具备较好地估值 性价比与成长空间；商品消费已展现出较强的盈利能力，但全球化程度仍待提升，服务消费尚处发展初 期，经济结构转型下成长空间广阔。 新兴科技：硬科技加速追赶，应用估值性价比显著。 智通财经APP获悉，国泰海通证券发布研报称，当前，中国新兴科技产业（如半导体、创新药、通信设 备）整体仍处于成长初期，在营收规模和盈利能力上与国际龙头尚有差距，但资本市场已给予较高估 值，体现了对技术自主与产业追赶的乐观预期，后续具备技术壁垒、国产替代空间大的方向将更受益。 相比之下，互联网等应用端龙头企业的盈利预测不弱于海外龙头，且估值水平更具吸引力。 国泰海通证券主要观点如下： 从全球比较视野，看中国龙头公司重估机会。 推荐：1）受益于盈利能力和全球竞争优势突出，估 ...

Core Viewpoint - The Chinese emerging technology industry is in its early lifecycle stage, with high valuations, while companies with significant innovation advantages are expected to see market value growth. The manufacturing and consumption industries are more mature, and companies with solid global competitiveness are likely to see valuation increases [1]. Emerging Technology - The Chinese emerging technology sector, including semiconductors, innovative pharmaceuticals, and communication equipment, is still in its growth phase, with revenue and profitability lagging behind international leaders. However, the capital market has assigned high valuations, reflecting optimistic expectations for technological independence and industry catch-up. Companies with technological barriers and significant domestic substitution potential are expected to benefit more [2]. - Internet platform companies are projected to benefit from the rapid iteration of large models and AI applications, leading to valuation recovery and growth resonance [2]. Advanced Manufacturing - The domestic advanced manufacturing industry has developed relatively maturely, establishing solid global competitiveness due to a complete industrial system and significant efficiency cost advantages. In the new energy sector, lithium battery companies lead globally in scale and profitability, with head companies generally having lower valuations than overseas leaders, indicating a strong cost-performance advantage [2]. - Wind power profitability is weaker than that of overseas counterparts, but valuations are also low. High-end equipment and new materials industries have profitability comparable to overseas leaders, with valuations at reasonable levels, but there is substantial room for global expansion [2]. Consumer Sector - In the consumer sector, leading Chinese companies in product consumption, such as high-end liquor and beverages, have demonstrated strong profitability, but their growth heavily relies on the domestic market, resulting in lower global competitiveness compared to international leaders. The service consumption sector is still in its early development stage, with lower scale and profitability compared to overseas leaders [3]. - The consumer sector overall has a high cost-performance ratio, with potential growth opportunities in service consumption driven by structural transformation and in unique product consumption brands with global potential [3]. Investment Recommendations - Recommendations include leading companies in electric new energy, transportation equipment, communication equipment, electronics, and service consumption industries. Companies with significant innovation advantages and strong overseas expansion momentum are expected to accelerate their catch-up with international leaders or maintain their leading positions. The following sectors are highlighted for investment: 1. Advanced manufacturing leaders benefiting from strong profitability and global competitive advantages [3] 2. Emerging technology leaders benefiting from rapid improvements in Chinese innovation capabilities [3] 3. Service consumption and mass goods industries poised for growth due to structural transformation [3].

河南2025年新增专精特新"小巨人"企业54家 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新网郑州1月7日电 (王宇)1月6日至7日，河南省工业和信息化工作会议在郑州召开。会议通报称， 2025年，该省新增专精特新"小巨人"企业54家，22家企业入围中国制造业企业500强。 2025年1至11月，该省规上工业增加值、工业投资分别同比增长8.4%、15.7%，双双位居中国10个工业 大省首位；10个重点行业对全省规上工业增长的贡献率达54.6%，新一代信息技术、新能源汽车、高端 装备、新材料行业增加值分别增长18.6%、17.3%、10%、9.4%，全省规上高技术制造业、工业战略性 新兴产业增加值同比分别增长15.7%和12.5%。 通报称，2025年，该省新培育国家级装备首台套产品7个，新认定省级"五首"产品152件，新认定卓越级 智能工厂16家、省级智能工厂和车间323个，新培育数 ...

每日金句 投资人判断项目时关注三个重点维度： 壁垒，需求，谈判能力。 壁垒，做这 件事是否有足够 深的护城河，比别人做有哪些优势； 需求，对现有产品来说 是不是更好的替 代品，或是会被别人替代； 对上下游谈判能力： 在整个环节 里面所占的环节比例，如果太小则不具备足够的话语权。 吴世春 | 梅花创投创始合伙人 黑马加速导师 这里认真推荐你： 报名 「吴世春·西安出行活动」 1月22日-24日 ， 吴世春将亲自带队 100家企业家 ， 去陕西西安线下游学 ， 走进科技制造 产业，打开万亿赛道蓝海。 你 在 创业路上遇到的问题和想法 ， 都可以找吴老师聊聊 。 如果你是 优质的项目，吴老师也会果断投 你 。 希望所有支持吴老师的人 ， 一如既往的相信他、支持他，大家 一起 加油！ 活动详情如下 ↓↓↓ 吴世春导师亲自带队 | 2026.01.22-24 走进科技制造产业 升级数字文旅体验 探索产业生态协同 打开万亿赛道蓝海 I 机器人、航空航天、高端装备、新材料、新能源、 科技演费、Al+产生的创出者看过来! 你将收获 ] 场 产业重做的深度链接之旅 与独角虎企业、梅花投资人深度交流,占据产业链关键 卡位. 共建 ...

2025年A股IPO的地域榜单出来后，最意外的不是江苏拿下第一——这几年江苏和广东一直在争冠军——而是苏州一个城市就贡献了12家，超过了北京、 上海、深圳、广州，成为全国IPO数量最多的城市。 这是此前从未发生过的事。中国资本市场三十多年，IPO城市冠军从来都属于四大一线，偶尔杭州能挤进前三。现在一个地级市站到了最前面，哪怕它 是"最强地级市"，也足够让人意外。 12家公司，107亿募资，占全国新股的10.34%。换句话说，2025年每10只A股新股，就有1只来自苏州。 放到省级维度看，江苏的优势更明显：全年29家，比广东多8家，比浙江多12家。要知道2024年A股刚经历过史上最严的IPO收紧，全年只上了100家公 司。2025年市场刚回暖，江苏就以这种姿态拿下冠军，而且是在广东上市公司存量仍然领先（875家对714家）的情况下完成的反超。 为什么是江苏？为什么是苏州？ 一个流行的解释是产业结构契合——江苏的电子、新能源、高端装备正好是当下IPO审核鼓励的方向。这当然是对的，但不够。广东的电子产业同样强 势，深圳的科技企业密度不比苏州低。产业基础只能解释"有资格上"，解释不了"为什么上得比别人快"。 真正的差 ...

（来源：天津日报） 本报讯（记者 吴巧君）日前，市国资委发布《关于公布天津国有企业优秀科技创新成果推荐目录的通 知》，10项市管企业优秀科技创新成果推荐目录经申报、审核、评审、公示等程序被遴选出来，成为今 年各企业重点应用推广的项目，为企业进一步强化科技创新工作谋好篇、开好局，筑牢科技创新和产业 创新融合发展基石。 "我国作为全球顺酐生产的主要基地，国内顺酐装置大规模扩产长期受到国外技术垄断的制约。渤化集 团自上世纪80年代末开始进行研发，经数十年努力终于开发出具有自主知识产权的'DBP溶剂吸收法制 顺酐生产技术'，该成果已取得授权专利11项，近3年来通过技术许可、工程设计、专有设备供货等方 式，实现成果转化，完成产值1.5亿元。"渤化集团科技部部长殷伊琳介绍。 对于另一入选的"用于浸没式液冷及精密清洗的高端电子氟化液成套产业化生产技术"，殷伊琳介绍，渤 化集团组建由8名博士和26名硕士为核心的研发团队，从零起步开展原创技术攻关，围绕高端电子氟化 液开展自主研发，开发了含氟高端润滑油、全氟聚醚流体浸没式冷却液、氢氟醚高端电子清洗剂等产品 的生产工艺，打破国外垄断，解决了制约我国高端氟材料发展的"卡脖子"核心技 ...

Core Insights - The Yangtze River Economic Belt has achieved significant progress over the past decade, focusing on ecological priority and green development as strategic directions [1][2] - The region's GDP is projected to exceed 63 trillion yuan in 2024, with a year-on-year growth of 5.4%, making it a key driver of high-quality regional economic development [2][3] - The Yangtze River Economic Belt has formed five major industrial clusters, with technological innovation becoming the core engine of growth [3] Economic Development - The Yangtze River Economic Belt's foreign trade import and export value reached 19.12 trillion yuan in the first 11 months of 2025, accounting for 46.4% of the national total [2] - The region's GDP now represents nearly half of the national economic total, benefiting from interconnected infrastructure and industrial agglomeration [2][3] Technological Innovation - The Yangtze River Economic Belt has established a collaborative innovation ecosystem, particularly in the electric vehicle sector, where the Yangtze River Delta region accounts for 40% of national production and over 25% globally [3] - The development model of "point-axis-circle" has been instrumental in driving industrial growth and innovation across the region [2][3] Regional Collaboration - The Chinese government has emphasized the importance of regional cooperation for high-quality development, with multiple meetings held to guide the economic and ecological strategies of river basins [4] - Collaborative efforts are underway among various provinces to enhance transportation and logistics, exemplified by strategic agreements among port groups and the operation of new high-speed rail lines [7] Challenges and Recommendations - Despite progress, some regions still operate independently, necessitating improved cross-regional coordination and the removal of systemic barriers to resource allocation [6] - There is a call for differentiated industrial development strategies tailored to local strengths, promoting a collaborative approach across the entire river basin [6]