近年来，山东省委、省政府高度重视人工智能创新应用，把发展人工智能作为因地制宜培育新质生产力 的重要抓手，将其作为19条标志性产业链之一，专门印发《山东省人工智能发展行动计划》，并配套制 定人工智能赋能重点领域高质量发展推进方案。装备产业是山东的重要支柱产业，营收规模超过3万亿 元，占全省工业总量的四分之一，是人工智能赋能的关键领域。 据了解，下一步，山东将围绕机器人、无人机、工业母机、新能源汽车等高端装备领域，聚焦研发设 计、生产制造、运营管理等关键环节，进一步夯实数据底座，强化载体支撑，完善服务生态，加快培育 一批行业应用大模型和人工智能解决方案供应商。(鲁文) 近日，由山东省工业和信息化厅主办的山东省"人工智能+高端装备"创新应用对接活动在济南成功举 办。山东各市工信部门，省有关高校、行业协会，规模以上装备企业等近300人参加对接活动。 ...

Group 1 - The event "Focusing on the Real Economy and Empowering High-Quality Development of Manufacturing Industry" was successfully held, facilitating face-to-face communication between Qianhai financing leasing companies and numerous manufacturing enterprises in Bao'an District [1][3] - Qianhai Financial Development Bureau introduced policies to support the financing leasing industry, emphasizing its role in assisting manufacturing companies with equipment upgrades and capacity enhancements [3][5] - The Qianhai financing leasing cluster has a total asset scale exceeding 230 billion yuan as of June, attracting high-quality leasing companies and expanding into sectors like green energy and equipment manufacturing [5] Group 2 - Manufacturing enterprises expressed high recognition of the financing leasing event and showed eagerness for deeper collaboration with Qianhai financing leasing companies [5] - The event included a site visit where manufacturing companies presented their financing needs related to automation upgrades and equipment renewal [5] - Qianhai serves as a significant strategic platform for cooperation between Shenzhen and Hong Kong, providing a unique advantage for financing leasing companies and creating an international development ecosystem [5]

活动现场 本次活动以"'智'造鹤城 '链'创未来"为主题。活动现场，齐齐哈尔市政府作产业推介，中国建设银行、黑龙江用友网络科技有限公司、黑龙江省工业技术研 究院发布赋能举措，中国一重、飞鹤乳业等4家企业围绕自身创新发展实践进行产业链对接发言，卧龙电气驱动集团、黑龙江北大仓集团等6家企业进行项目 路演，知名企业战略研究专家作主旨演讲。与会嘉宾围绕金融助力、品牌提升等深化合作交流，并深入齐齐哈尔装备制造企业及食品加工企业参观考察。 8月5日，全国工商联创新型成长型民营企业赋能对接（黑龙江专场）活动在齐齐哈尔市举办。活动聚焦为创新型成长型民营企业搭建交流合作、赋能发展的 优质平台，政府部门、有关商会、行业委员会代表，高端装备制造、食品加工和生物经济产业有关企业负责人，金融机构和科研机构代表等近200人汇聚一 堂，共同寻找科技创新赋能民营企业高质量发展新路径。 齐齐哈尔企业现场推介 据了解，全国工商联多次组织全国知名民企到黑龙江省考察交流。2024年，在黑龙江省先后举办"民营企业进边疆·龙江行"等重要活动，吸引800余家民营企 业走进黑龙江、了解黑龙江、投资黑龙江，为黑龙江振兴发展注入强大动力。 黑龙江资源禀赋独特、 ...

在不远处的潍坊华商新材料有限公司车间里，全自动化生产线正以"分钟级"速度完成从原料到成品的蜕 变。公司正在生产江苏客户定制的白色母粒，两天之内完成。"公司年产26000吨高填充玻纤改性工程塑 料项目，主要生产高填充玻纤改性工程塑料，产品环保、耐热性强、稳定性高，已通过欧盟SGS认证， 广泛应用于化工、汽车、餐饮等行业。"公司总经理王富群笑着说，当前订单已排至8月底，较去年同期 增长150%，客户版图不断扩大，省内覆盖潍坊、青岛，省外辐射江苏、四川、江西、安徽等省，海外 还开拓了利比亚、尼日利亚、加纳等非洲部分国家市场。 企业蓬勃生长的背后，是政府服务"精准滴灌" 的滋养。柳山镇坚持"服务围着企业转"，把企业呼声当 作第一信号。依托服务企业专员制度，镇上组织科级干部包靠重点企业，遵循"无事不扰、有求必应"原 则，上半年就摸排解决了企业生产经营中的30余项堵点、难点。"针对企业用工短缺问题，我们联动柳 山镇乡村振兴劳务基地，定向输送20 余名技术工人；面对市场拓展难题，接连举办'走出去、拓市场、 拿订单专题对接交流会''我为企业找订单'等活动 8 场次，全力以赴为企业发展出谋划策、排忧解难，助 力经济工作向好向优 ...

今年以来，科创板新增披露50余单并购交易，交易活跃度明显提高。2024年6月份，"科创板八条"发 布，提出"更大力度支持并购重组"。随后9月份，"并购六条"发布，推出了活跃并购重组市场的一系列 政策举措。随着政策渐次落地生效，科创板并购重组市场出现积极变化。 据上交所统计，"科创板八条"发布后，科创板公司披露股权收购交易超110单，政策推动作用明显。其 中包含35单现金重大收购及发股类并购交易，远超2019年至2023年合计数的17单。2025年以来，新增披 露50余单并购交易中，22单为现金重大收购及发股类交易，占比达四成。 同时，并购标的资产范围不断扩展，未盈利标的、海外标的和拟IPO企业有所增加。据统计，"科创板 八条"发布后，新增30单拟收购未盈利标的、14单收购海外标的、8单收购拟IPO企业。其中，芯联集成 收购芯联越州、晶丰明源收购易冲科技、沪硅产业收购控股子公司少数股权等，均为科创板公司收购具 有发展潜力的亏损标的。南微医学收购英国CME公司、凌云光现金收购丹麦JAI公司等，则是科创板公 司跨境并购典型案例。 田利辉认为，"科创板八条""并购六条"通过制度创新，如允许并购未盈利资产、简化流程，显 ...

Core Viewpoint - The company plans to invest in a partnership focused on high-quality innovation and entrepreneurship, with a total commitment of 5.03 billion yuan, of which the company will contribute 150 million yuan, representing a 29.82% stake [1] Investment Details - The total subscribed capital for the partnership is 5.03 billion yuan [1] - The company will invest 150 million yuan, accounting for 29.82% of the total investment [1] Target Industries - The partnership will primarily invest in industries encouraged by the state, including high-end equipment manufacturing, new materials, new generation information technology, artificial intelligence, life health, and frontier technologies [1]

Group 1 - The 14th China Innovation and Entrepreneurship Competition Shandong Division and the 2025 Shandong Province Small and Micro Enterprises Innovation Action Plan finals were launched on August 1 in Jinan [1] - The competition aims to create a multi-faceted communication platform for government, industry, academia, research, application, finance, services, and parks to discover quality technology enterprises and teams, and promote the deep integration of technological and industrial innovation [4] - The finals will take place from August 1 to August 5 at the Shandong Science and Technology Market, with over 340 participating enterprises competing in various industry sectors [6] Group 2 - The competition offers financial support for winners, with first prize receiving 300,000 yuan, second prize 250,000 yuan, third prize 200,000 yuan, and consolation prizes of 100,000 yuan [6] - The event invites investment financial institutions for on-site matchmaking to build financing bridges for enterprises, and provides priority support for award-winning enterprises in terms of technology credit, equity investment, guarantees, and insurance [6] - Since its inception in 2012, the competition has attracted over 12,500 small and micro enterprises and teams, with 2,400 advancing to the finals and 400 recommended for the national competition [9]

Core Viewpoint - Shanghai Gojie Intelligent Technology Co., Ltd. has successfully completed a billion-level Series B financing led by Geely Capital, with participation from other investors, indicating strong market confidence in the company's growth potential and technology capabilities [2][5]. Company Overview - Gojie Intelligent, founded in 2017 in Songjiang, Shanghai, focuses on providing lightweight material connections and purification equipment solutions for the automotive, electrical, and low-altitude economy sectors. The company has attracted a large number of interdisciplinary experts and has established partnerships with major manufacturers such as Xiaomi, Geely, XPeng, Li Auto, and Hongqi [3]. - The company aims for dual-line technology expansion through self-research and acquisitions, positioning itself to accelerate growth amid the trend of domestic substitution in high-end equipment [3]. Financing Purpose - The funds from this round will be primarily used to enhance the joint research and development of new connection processes and purification systems, accelerate the modular upgrade of production lines, and expand delivery and service centers in East and South China to shorten customer response times. Additionally, the company plans to initiate overseas acquisitions to address gaps in precision control and software algorithms, as well as establish a talent fund to retain key personnel during rapid expansion [4]. Investment Rationale - Geely Capital emphasizes the importance of Gojie Intelligent's deep know-how in automotive lightweight scenarios, with product reliability validated through multiple rounds of testing on production lines of leading automotive companies. The team possesses both engineering expertise and acquisition integration capabilities, enabling rapid localization of cutting-edge overseas technologies. The Chinese automotive equipment market, valued at over 100 billion, has long been dominated by foreign companies, and Gojie Intelligent's self-research and acquisition strategy is expected to disrupt this "bottleneck" situation [5]. Investment Ecosystem Perspective - The recent financing reflects the resonance between policy support and industrial demand, as various local governments have implemented measures to promote the domestic production of high-end equipment. Gojie Intelligent's backing by multiple state-owned and industrial capital firms illustrates this trend. The entrepreneurial team is recognized for its determination to tackle challenging technological issues, setting a benchmark for breakthroughs in domestic high-end equipment [6].

Group 1 - The core viewpoint of the articles highlights the increasing demand for talent in the private sector of Liaoning Province, with private enterprises accounting for nearly 90% of the total talent needs [1][2] - As of the end of June, 5,138 enterprises and institutions in Liaoning reported a total of 20,764 talent demand entries, indicating a robust growth in talent needs from private companies [1] - In the second quarter, 4,534 private enterprises expressed talent needs, representing 89.71% of all reporting companies, an increase of 1.08 percentage points from the first quarter [1] Group 2 - The demand for talent is concentrated in four trillion-level industrial bases and 22 key industrial clusters, with a focus on modern livestock and related industries showing rapid growth [1] - The top three industries in terms of talent demand are raw materials industry, high-end equipment manufacturing, and agriculture, collectively accounting for 35.03% of total enterprise demand [2] - Mechanical manufacturing positions continue to lead the demand rankings, with mechanical/manufacturing roles and automation majors being the most sought-after for six consecutive quarters starting from Q1 2024 [2]

Core Insights - The China Industrial Development Report (2024) was released, highlighting ten significant industrial events in China for the year [1] Group 1: Technological Advancements - The launch of DeepSeek-V3, a new model with 671 billion parameters, surpasses LlaMa3.1 in performance and competes well with GPT-4o and Claude3.5 in key metrics [2] - The first standard version of 5G-A, 3GPP Rel-18, was frozen, marking the beginning of commercial use and accelerating the integration of AI technology with 5G-A [4] Group 2: Industrial Milestones - The first commercial voyage of the domestic large cruise ship "Aida·Magic City" signifies a leap in China's high-end equipment manufacturing capabilities [3] - The "Guohe No. 1" nuclear power demonstration project has successfully connected to the grid, achieving over 90% localization of key equipment [5] - The 1,000,000th new energy vehicle, produced by Dongfeng Lantu, marks a significant milestone in China's automotive industry [7] Group 3: Energy and Environmental Developments - The successful ignition of the 300 MW F-class heavy gas turbine in Shanghai is crucial for ensuring energy security and promoting green development in China [10] - The first domestically produced carbon-14 isotope was manufactured using a commercial nuclear reactor, breaking the reliance on imports and meeting medical and research needs [11] Group 4: Future Industry Policies - The Ministry of Industry and Information Technology and six other departments issued implementation opinions to support research in humanoid robots, brain-computer interfaces, and 6G technologies [6] Group 5: Innovations in Renewable Energy - The global first 25 MW wind turbine main shaft bearing and gearbox bearing were produced, showcasing China's capability in developing key components for large wind turbines [8] - The delivery of a 14,000 cubic meter LNG bunkering vessel fills a gap in low-temperature core equipment and provides a "Chinese solution" for LNG storage and transportation [9]