AI技术的规模化应用，将全面推进全球能源、工业等关键领域的结构性变革，从而重塑全球产业格 局。 2025年，在大模型争相迭代、算力竞争加剧的喧嚣背后，如何切实推动AI技术与实体产业的融合，成 为全球各界关注的焦点。 相关调研表明，2024年78%的全球企业已开始使用AI技术驱动运营升级与商业创新。随着技术的快速迭 代、场景的深度适配和产业生态的繁荣，AI向着千行百业的细分场景加速落地的条件已越来越成熟。 第八届世界人工智能大会（WAIC 2025）上，行业模型、智能体、具身智能层出不穷，充分体现出AI正 从前沿技术突破，逐步进入"大规模应用部署"的实用阶段。 作为全球产业技术领先者，施耐德电气在今年WAIC上聚焦AI技术在包装消费品、油气化工、数据中 心、智慧楼宇、未来电网等关键行业的落地应用与生产力转化。 "AI并不只是一项前沿技术。它的核心价值在于落地千行百业的真实应用场景，激发效率潜能和绿色发 展动能，推动各界共同创造一个更绿色、更高效、更富有能源韧性的未来。"近日，施耐德电气全球高 级副总裁、首席人工智能官菲利普 兰巴赫（Philippe Rambach）在接受21世纪经济报道记者采访时表 示。 从工 ...

公告称，公司下游行业较多，各行业表现不一。主要是金属切削市场的回暖带动公司业绩增长。 智通财经APP讯，维宏股份(300508.SZ)发布2025年半年度报告，该公司营业收入为2.6亿元，同比增长 9.51%。归属于上市公司股东的净利润为2924.79万元，同比减少28.86%。归属于上市公司股东的扣除非 经常性损益的净利润为2902.38万元，同比减少10.32%。基本每股收益为0.2663元。 ...

Core Viewpoint - The core value of AI lies not in its technological advancement but in the organization's ability to integrate it into business processes [1] Strategic Anchors: Aligning Technology with Business Needs - Schneider Electric emphasizes starting discussions about AI from business needs rather than pursuing technology for its own sake [2] - The company has established a strategy where any AI application must address real business problems and demonstrate proven value [5] AI Adoption Trends - By 2024, 78% of global enterprises are expected to utilize AI for operational upgrades and business innovation [4] - China is emerging as a leading market for AI applications due to strong policy support and a robust industrial foundation [4] Organizational Restructuring: Breaking Down Silos - Schneider Electric is moving away from traditional siloed structures to create cross-functional teams that enhance collaboration [10] - The company is focusing on building strong teams that combine experienced engineers with AI experts to ensure successful AI application [12] Ecosystem Development: Collaborative Innovation - Schneider Electric is creating a "symbiotic network" with partners to foster innovation and drive AI applications [13] - The "Winning Together" initiative aims to accelerate the integration of AI technologies across various industries [13][14] Business Impact and Revenue Growth - Schneider Electric's digital business revenue reached 57% of total revenue by 2024, driven by AI applications focused on cost reduction, efficiency improvement, and carbon reduction [9][16] - The company’s approach to digital transformation follows the principle of not blindly chasing technology but focusing on business needs [16] Conclusion - Schneider Electric's comprehensive approach to digital transformation, which includes aligning technology with business needs, fostering cross-functional collaboration, and building an innovative ecosystem, serves as a model for the industry [17]

美银策略部门上调了对日本股市的年终预测，认为关键的积极催化剂——美日贸易协议和国内财政扩张预期——已经到来。 据追风交易台消息，该机构近日将2025年底的东证指数（TOPIX）目标从2850点上调至3050点，日经225指数目标从40000点上调至43000点。截止发稿， 东证指数上涨0.37%至2919点，日经225指数微跌至40636点。 美银表示，此次上调基于以下几点：首先，美日贸易协议的达成显著降低了不确定性，尤其是对关税影响的担忧。其次，参议院选举后市场对政府扩大财 政支出的预期升温。最后，强劲的资金流入和大规模股票回购构成了有利的供需环境。美银同时将其估值模型中的预期市盈率（P/E）从之前的水平微调 至14.5倍。 美银认为，虽然短期内日本股市可能出现涨势放缓，但盈利预期见底与改善有望支撑年内"第二波"行情。与此同时，国内政局不确定性、美日5500亿美元 对美投资分歧、美方滞胀风险仍需警惕。 盈利见底，第二波行情可期 美银表示，当前日股的上涨模式是市盈率（P/E）的扩张速度超过了每股收益（EPS）的增长。这在历史上并不罕见。回顾2019年（美国贸易协议预期） 和2020年（疫情期间的财政货币刺激） ...

Core Insights - The future of industrial AI is seen as a transformative force that will enable individuals to create any product they can imagine, marking a shift from "technology hype" to "deep application" in the manufacturing sector [1][2] - Industrial AI is viewed as a key engine for China to transition from a "manufacturing giant" to a "strong manufacturing nation," with the country being a vibrant application scene for industrial AI [1][10] Group 1: Trends and Opportunities - The World Artificial Intelligence Conference (WAIC) serves as a platform for showcasing the latest achievements in industrial AI and facilitates deeper dialogues with ecosystem partners [2] - There is a strong trend towards AI empowering the real economy and assisting in the transformation and upgrading of the manufacturing industry [2] Group 2: Industrial AI Development - Industrial AI is evolving from being merely capable of "thinking" to being able to "act" and "work," deeply integrating into manufacturing processes to bring about significant improvements in efficiency and quality [3] - The introduction of intelligent agents, such as Siemens' Industrial Copilot, is expected to enhance operational flexibility and simplify complex industrial processes [3] Group 3: Challenges and Solutions - The main challenges in implementing industrial AI lie in the complexity of data and scenarios rather than the algorithms themselves, with approximately 80% of industrial data remaining underutilized due to lack of connectivity [7] - Siemens is addressing these challenges by leveraging its extensive experience across over 40 industries and acquiring companies to enhance its AI capabilities [7] Group 4: China's Industrial AI Landscape - China's manufacturing sector, particularly in emerging fields like battery manufacturing and new energy vehicles, provides a rich foundation for industrial AI applications [8][9] - The country possesses a complete industrial system and a vast number of manufacturing enterprises, creating diverse training samples and application scenarios for AI development [10]

Core Insights - The breakthrough progress of "Industrial + AI" at the World Artificial Intelligence Conference in Shanghai highlights a transformative shift in productivity across various industries [1] - The development of industrial AI cannot replicate the evolution path of consumer-grade AI due to the high complexity and low tolerance for error in the industrial world [3] - The ultimate significance of industrial AI lies in creating a new paradigm of "human and AI co-integration," pushing industrial innovation to new heights [4] - Industrial AI is positioned as a pivotal point for a new round of technological revolution and industrial transformation, injecting new momentum into the construction of a manufacturing powerhouse [5] Group 1 - Industrial AI requires a "technical brain" proficient in the "industrial language system," driven by the dual empowerment of data and knowledge [3] - Currently, 80% of global industrial data remains untapped in information silos, emphasizing the need for specialized data collection, cleaning, labeling, and structuring [3] - The rise of intelligent agents opens up deeper value spaces in industries, with China providing a natural testing ground due to its complete industrial system and rich application scenarios [3] Group 2 - Siemens has accumulated extensive industry experience and data integration over decades, creating a foundational base for the large-scale implementation of industrial AI [4] - Over 1,500 AI experts at Siemens are collaborating with industry partners and global AI leaders to accelerate the development of industrial foundational models and vertical applications [4] - The "underlying operating system" of industry is being rewritten, expanding the boundaries of imagination and productivity with each technological leap [4]

Company Overview - Hechuan Technology is a high-tech enterprise focused on the research, development, production, and sales of industrial automation control products [1] - The company's main products include servo systems, PLCs, and inverters, which are core components of industrial automation [1] Recent Performance - As of July 29, 2025, Hechuan Technology's stock price was reported at 48.81 yuan, reflecting a decrease of 0.16% from the previous trading day [1] - The trading volume on that day was 30,655 hands, with a transaction amount reaching 149 million yuan [1] Product Showcase - At the 2025 World Artificial Intelligence Conference, Hechuan Technology showcased its high-precision joint drive product series [1] - These products are designed to meet the power requirements of humanoid robots in various scenarios [1]

（文章来源：每日经济新闻） 雷赛智能（SZ 002979，收盘价：44.17元）发布公告称，2025年7月29日，雷赛智能接受华商基金等投 资者调研，公司董事长李卫平等参与接待，并回答了投资者提出的问题。 2024年1至12月份，雷赛智能的营业收入构成为：工业自动化占比99.63%，其他业务占比0.37%。 ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) will be held in Shanghai from July 26 to 28, showcasing Siemens' commitment to integrating generative AI technology into industrial scenarios, focusing on "Industrial Foundation Models" and "Industrial Intelligent Agents" [1] - Siemens presented its full value chain AI innovations and the latest Industrial Copilot intelligent agent system, demonstrating multiple "AI+" scenarios across manufacturing, energy, and building sectors [1] - Siemens' Global Executive Vice President, CEO of Siemens China, Xiaosong, emphasized that the era of industrial AI has begun, with China's diverse industrial system becoming a vibrant application scene for AI, driving a new wave of productivity leap [1] Group 2 - Siemens is accelerating the development of the foundational elements of AI, specifically the Industrial Foundation Model, aimed at the industrial world [2] - The company has been actively investing in the industrial AI sector, planning to establish a complete industrial AI ecosystem through strategic acquisitions and partnerships by 2025 [2] - Siemens aims to empower industry chain partners and customers to explore the limitless possibilities of industrial AI [2]

Core Insights - Siemens showcased its Industrial Copilot system at the 2025 World Artificial Intelligence Conference, which integrates large language models with industry knowledge to autonomously execute complex industrial processes, potentially increasing production efficiency by up to 50% for clients [1][2] Group 1: System Features - The Industrial Copilot represents an upgrade in AI applications within the industrial sector, evolving from a passive assistant to an active agent capable of sensing, analyzing, deciding, and executing complete workflows [1] - The system features a unique architecture that separates the user interface from the backend execution agent, allowing for flexible task management and maintaining user control over task delegation [1] Group 2: Operational Capabilities - Engineers can issue voice commands such as "add new order," enabling the system to autonomously manage production line resources and complete the entire process from order input to logistics scheduling without additional programming [2] - The system has been integrated into various industrial processes, including design (NX CAD), planning (generative AI analysis), engineering (TIA Portal for PLC code generation), operations (Insights Hub), and maintenance (Maintenance Copilot Senseye) [2] Group 3: Market Adoption - Over 200 companies globally have deployed the Industrial Copilot for tasks such as equipment installation, program debugging, and troubleshooting, significantly reducing task completion times from hours to minutes through deep data analysis and automated solution generation [2]