Group 1 - The core viewpoint of the news is the promotion of the integration of artificial intelligence (AI) with the manufacturing industry, aiming to accelerate the intelligent transformation of manufacturing and enhance economic growth through AI technology [1][2][4]. - The Ministry of Industry and Information Technology (MIIT) and eight other departments have issued the "Implementation Opinions on the Special Action of 'AI + Manufacturing'," which outlines seven key tasks to promote the dual empowerment of AI technology and manufacturing applications [1][2]. - By 2028, the goal is to have at least 50,000 enterprises implement "AI + Industrial Internet" upgrades, significantly improving the integration level of industrial internet and AI [1][6]. Group 2 - The "Implementation Opinions" aim to drive the deep application of 3 to 5 general large models in manufacturing by 2027, creating specialized industry models and promoting 500 typical application scenarios [2][3]. - The focus is on fostering 2 to 3 globally influential leading enterprises and a batch of specialized small and medium-sized enterprises, while establishing a global leading open-source ecosystem [2][3]. - Specific measures include promoting the development of intelligent chips, supporting breakthroughs in key technologies, and enhancing the safety governance capabilities of AI [3][4]. Group 3 - The industrial internet is identified as a crucial carrier for the integration of AI and manufacturing, with plans to expand new industrial networks to meet the demands of AI applications [6][7]. - The MIIT emphasizes that AI is transitioning from being an auxiliary tool to becoming a core engine for industrial internet, enhancing real-time optimization and intelligent scheduling capabilities [7][8]. - Local governments are actively formulating their own "AI +" plans to drive high-quality development across various industries, with specific targets for manufacturing enterprises and AI core industry growth [8][9].

证券研究报告 晨会 hyzqdatemark 2026 年 01 月 11 日 投资要点： 源引金融活水 润泽中华大地 力，满足广大职工日益增长的精神文化需求。预计带动文旅景区产业链、酒店业态 发展，建议关注酒旅板块全年投资主线。毛戈平近期与 L Catterton Asia Advisors 签 订战略合作框架协议。根据协议，双方在全球市场扩张、收购及战略投资、资本结 构进一步优化、人才引进与治理方面达成战略合作意向。公司作为国内高端彩妆品 牌，创始人 IP 深度赋能品牌，护肤&彩妆品类稳步增长，线下&线上优势显著，当前 品牌势能处于稳步向上阶段，大单品矩阵仍在高速增长，我们看好公司的 IP 品牌价 值稀缺＋渠道禀赋＋后续成长潜能，未来业绩增长确定性较高，继续重点推荐。 风险提示：零售环境修复不及预期风险；国际局势变动风险；市场竞争加剧风险。 公用环保 中集安瑞科(03899.HK)首次覆盖：在手订单创新高，绿醇/LNG/航天装备 等有望构建新增长极：装备制造为基，以"关键装备+核心工艺+综合服务"为战略， 三大主业齐头并进。清洁能源：新签订单亮眼，LNG 运力需求提升及航运业低碳转 型有望带动板块业绩稳增 ...

20 26年1月7日、8日、9日、10日，人民日报头版重要位置连续刊发四篇 署名"钟才平"的文章。1月7日《因地制宜做好经济工作》、1月8日《向 新向优发展，中国经济向好》、1月9日《发挥政策集成效应，提升宏观经 济治理效能》、1月10日《统筹促消费和扩投资，建设强大国内市场》。 20 26年1月11日，第五篇" 钟才平 "署名文章发布。以下为全文： 《以惠民生为牵引，打开发展新空间》 钟才平 党的二十届四中全会《建议》提出，注重在发展中保障和改善民生，在满足民生需求中拓展发展空间。中央经济工作会议提出，坚持民生为大，努力为人 民群众多办实事。我们要始终坚持以人民为中心的发展思想，坚持扩大内需这个战略基点，坚持惠民生和促消费、投资于物和投资于人紧密结合，以新需 求引领新供给，以新供给创造新需求，促进消费和投资、供给和需求良性互动，打开经济发展的新空间。 惠民生是促发展的重要动力。形成强大国内市场是构建新发展格局的重要支撑，也是大国经济优势所在。保障和改善民生，是有效扩大内需、形成强大国 内市场的重要前提和基础。随着经济社会发展，人民群众的民生需求是渐次升级的。从衣食住行到教育、医疗、休闲、健身、养老等各方面需 ...

Core Viewpoint - The construction of the Changchun Modern Urban Circle aims to enhance the city's radiating effect, promote urban integration, and serve as a driving force for high-quality development in Jilin Province and revitalization in Northeast China [1] Group 1: Urban Circle Development - The Changchun Modern Urban Circle, centered around Changchun City, includes Jilin City, Siping City, and Liaoyuan City, covering an area of approximately 29,700 square kilometers with a resident population of about 12.1 million [1] - The "Changchun Urban Circle Development Plan" was officially issued in October 2025, marking the transition from planning to implementation [1] Group 2: Industrial Collaboration - The urban circle will leverage its industrial foundation and educational resources to enhance industrial layout and collaborative systems, focusing on sectors like automotive, equipment manufacturing, green food, and fine chemicals [2] - A collaborative model will be established where R&D headquarters are in Changchun, manufacturing occurs within the circle, and innovation results are transformed and applied locally [2] Group 3: Infrastructure Connectivity - Key projects will be initiated in transportation, energy, water resources, and information sectors to improve connectivity and resource flow within the urban circle [3] - A comprehensive transportation network will be developed, including high-speed rail, highways, and aviation, alongside a robust energy and water resource system [3] Group 4: Public Services - The province aims to create a public service system that is equitable, high-quality, and regionally shared, focusing on education, healthcare, and employment security [4] - The goal is to ensure that the benefits of urban circle development are distributed fairly among the population [4] Group 5: Open Cooperation - The urban circle will promote industrial collaboration, transportation linkage, and innovation synergy with other cities in the province, creating five cooperative development zones [5] - New channels and platforms for open cooperation will be established with other provinces in Northeast China, enhancing the region's openness [5]

Group 1 - Hainan Free Trade Port is actively seizing new policy opportunities post-closure, with over a hundred quality projects opened for various sectors across all 18 cities and counties in Hainan, including low-altitude economy and tropical agriculture [1] - The number of inbound tourists in Hainan has surged, with data showing a 28% increase in Sanya and a 15% increase in Haikou during the first week of the new year [6] - Hainan's offshore duty-free shopping saw a revenue of 1.21 billion yuan in the first week of the new year, marking an 88% year-on-year increase, with nearly 150,000 shoppers, a 38.3% increase [9] Group 2 - The number of newly registered foreign trade enterprises in Hainan has reached 4,396 since the closure, indicating strong investment confidence among businesses [12] - Companies are optimistic about growth, with expectations of a 20% increase in orders for 2026 compared to 2025 [15] - Hainan's policies have enabled companies like Baiwei Gene Biotechnology to introduce over 5 million yuan worth of zero-tariff biomedical equipment, saving nearly 1 million yuan [14]

本报乌鲁木齐讯（全媒体记者 马雪娇 陈琼） 装备制造业是工业经济高质量发展的重要基石。2025年以 来，兵团锚定新型工业化发展方向，通过政策精准赋能、技术改造升级、创新生态培育等一系列举措， 持续推动工业转方式、调结构、提质量、增效益，装备制造业呈现增加值与投资"双快增"的良好发展态 势。 与此同时，兵团坚持数字经济和实体经济深度融合发展，全力推动装备制造重点领域数字化、智能化转 型。兵团工业和信息化局印发实施《兵团规上工业企业技术改造全覆盖行动计划》以来，2025年已有超 百家中小企业完成数字化改造，力争到"十五五"末实现现有规上工业企业技术改造全覆盖。此外，兵团 牢固树立绿色发展理念，着力加快装备制造业绿色转型步伐，在传统产业改造提升中，推动一批装备制 造企业开展绿色化升级改造，助力工业经济绿色低碳发展。 "2025年兵团装备制造业'压舱石'作用愈发凸显，其中'兵团造'采棉机、大型播种机、低空民用大型无人 机等装备的制造与应用水平稳居全国前列。"兵团工业和信息化局相关负责人表示。 记者从兵团工业和信息化局获悉，2025年1至11月，兵团装备制造业增加值较上年同期增长21.1%，连 续19个月实现两位数增长 ...

这一装备是我国能源装备领域的重大突破，所有核心设备都是东锅自主研制，技术完全掌握在自己手 中。 记者了解到，该工程已于2025年4月17日在云能红河电厂完成168小时满负荷试运行，宣告全球单机容量 最大的循环流化床锅炉正式投入使用。试运行期间，机组各系统运行稳定，主再热蒸汽参数达标，自动 装置投入率、保护装置准确率、汽水品质合格率均达100%，平均负荷率达99%，各项性能指标优异， 充分验证了设备的可靠性能。 转自：成都日报锦观 "全球首台700兆瓦超超临界循环流化床锅炉"究竟是什么呢？简单说，这是一个巨型、聪明且爱干净 的"超级能源工厂"。它特别擅长把那些不易燃烧的"差煤"（如高水分褐煤）高效转化成电，同时把排放 污染降到极低，是能源保供与绿色转型的"实力派"。 四川造"超级能源工厂"入选央企十大超级工程 本报讯 （成都日报锦观新闻记者 李艳玲） 近日，国务院国资委正式公布"2025年度央企十大超级工 程"，由东方电气集团研制的"全球首台700兆瓦超超临界循环流化床锅炉"成功入选，这一荣誉充分展现 了四川在装备制造领域的世界级创新实力。 ...

内蒙古自治区能源局新能源和可再生能源处处长王慜：我们坚定信心、乘势而上，鼓足干劲、奋勇争先，努力在能源领域"质的有效提升"和"量的合理增 长"取得突破，高标准建设国家重要能源和战略资源基地。 积极推动实体经济发展。贵州新一年谋划的重点是"推动经营主体高质量发展"，针对全省480多万户经营主体，利用大数据平台为经营主体精准画像，分类 施策，并提出政府采购份额40%投向中小企业、产业基金支持民间投资项目资金占比不低于50%等一系列务实举措。 甘肃聚焦实施传统产业转型焕新，今年，将安排资金1200亿元，推进310项"智能化、绿色化、融合化"改造重点项目，加快构建现代化产业体系。 甘肃省工业和信息化厅规划发展处处长苗健：2026年，甘肃省加快"智改数转网联"，推动石化化工产业延链补链、有色冶金产业高端延伸、装备制造产业提 档扩能。从政策、项目、要素三方面协同发力。 新能源发展提质增效。围绕国家清洁能源产业高地建设，青海今年将重点聚力储能新赛道，加快"沙戈荒"外送基地、水风光一体化基地建设，持续发展多元 储能技术，打造全球光热中心，加速壮大新能源千亿级产业集群。 在新疆，重点构建以新能源为主体的新型电力系统，加快推进大 ...

Core Viewpoint - China's smart manufacturing is transitioning from digitization and networking to intelligence, with the establishment of leading smart factories as a benchmark for global development [1] Group 1: Overview of Leading Smart Factories - The Ministry of Industry and Information Technology and six other departments announced the first batch of 15 leading smart factories, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1][2] - Leading smart factories integrate new information technologies, advanced manufacturing techniques, and lean management concepts, representing the highest standards of China's manufacturing intelligence [1][2] Group 2: Importance and Impact - Building leading smart factories is crucial for the digital transformation and intelligent reform of the manufacturing industry, serving as a benchmark for future manufacturing models and enhancing global competitiveness [1][4] - These factories can accelerate the transition from "factor-driven" to "innovation-driven" manufacturing, addressing traditional industry pain points and fostering a more resilient supply chain [4] Group 3: Technological and Economic Standards - Leading smart factories must have at least 60% of their AI technology application scenarios, significantly higher than the 20% requirement for excellent-level factories [7] - They are required to cover five key areas: factory construction, research and design, production operations, production management, and operational management [7] Group 4: Case Studies and Achievements - Xuzhou Heavy Machinery Co., Ltd. was selected for its mobile crane smart factory project, which emphasizes global customization and agile response, integrating 5G, digital twins, and industrial internet [2] - SAIC-GM-Wuling's island-style smart factory has improved manufacturing efficiency by 30%, with a comprehensive equipment utilization rate of 98.8% and a 43% reduction in product development cycles [5] Group 5: Future Directions and Recommendations - The first batch of leading smart factories should focus on consolidating advantages while achieving higher quality development, emphasizing continuous technological innovation and the deep application of core technologies [6][8] - A multi-faceted promotion system involving policy guidance, enterprise responsibility, and ecological collaboration is essential for fostering more leading smart factories from excellent-level ones [8]

人民财讯1月9日电，据中国一重（601106）消息，1月8日，中国一重为上海电气（601727）研制的首件 620℃超超临界机组FB2转子锻件完工仪式在齐齐哈尔举行。该锻件的成功完工，标志着中国一重在 620℃超超临界汽轮机转子锻件制造领域取得重大进展，实现了我国在该类高端核心部件自主化研制上 的重要突破。 ...