Workflow
工业互联网
icon
Search documents
工业互联ETF(159778)成分股普涨,中信证券提示Robotaxi催化机遇
Xin Lang Cai Jing· 2025-06-05 02:33
Group 1 - The Industrial Internet ETF (159778.SZ) increased by 0.61%, with its associated index, Industrial Internet (931495.CSI), rising by 0.42% [1] - Key constituent stocks such as Industrial Fulian rose by 2.99%, GoerTek by 2.13%, Inspur Information by 1.78%, State Grid NARI by 0.91%, and Deepin Technology by 3.06% [1] - CITIC Securities research report indicates that the commercialization of L4 level autonomous driving is accelerating, with leading Robotaxi companies experiencing a 400% year-on-year increase in weekly orders [1] Group 2 - Changjiang Securities highlights that distributed low-orbit constellations built using commercial aerospace capabilities possess strong anti-jamming and anti-destruction capabilities, which are fundamental drivers of defense demand in commercial aerospace [2] - The satellite wireless interconnection market is projected to have significant potential, with estimates that by 2030, the domestic "Thousand Sails" and GW constellation networking will create a market space exceeding 270 billion yuan for satellite manufacturing and 80 billion yuan for rocket launch services [2] - Shenwan Hongyuan research shows that the midstream structural components/subsystem segment of the military industry chain saw a 12.09% year-on-year increase in advance payments and contract liabilities in Q1 2025, while the downstream assembly segment's inventory growth rate reached 17.73%, indicating a sequential transmission of industry chain prosperity [2]
工业互联ETF(159778)午后涨近1%,成分股大面积飘红
Xin Lang Cai Jing· 2025-06-04 06:29
Group 1 - The core viewpoint of the news highlights the positive performance of certain stocks and the Industrial Internet ETF, alongside the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology, which aims to standardize and enhance computing power resources by 2028 [1][2] - As of June 4, 2025, stocks such as Crystal Optoelectronics, Yiwei Lithium Energy, and Industrial Fulian have shown significant increases, with the Industrial Internet ETF rising by 0.99% and achieving a cumulative increase of 16.38% over the past year [1] - The "Action Plan" emphasizes the need for flexible scheduling of computing resources to meet diverse market demands, which could enhance the efficiency of data centers and invigorate the overall market [1] Group 2 - The Industrial Internet ETF closely tracks the CSI Industrial Internet Theme Index, which includes 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet sector [2] - As of May 30, 2025, the top ten weighted stocks in the CSI Industrial Internet Theme Index account for 47.11% of the index, with notable companies including BYD, Northern Huachuang, and Hikvision [2]
重庆两江新区:知识产权服务架起成果转化“金桥”
Ke Ji Ri Bao· 2025-05-30 07:42
Core Insights - The article discusses the transformation of intellectual property (IP) into valuable assets through various initiatives in Chongqing, particularly at the Liangjiang New Area's Mingyue Lake Digital Technology Industry IP Operation Center [1][4] Group 1: Intellectual Property Operations - The Mingyue Lake IP Operation Center has collected and analyzed nearly 3,000 patent supply and demand information, achieving over 100 patent transformations and securing more than 52 million yuan in IP pledge financing this year [1][6] - The center has established a patent supply-demand database to facilitate patent transfers and licenses, and has conducted various activities such as roadshows and training to promote the commercialization of IP [4][7] Group 2: Case Studies of Successful IP Transformation - The West China Research Institute of Computing Technology successfully transferred seven patent technologies to enterprises for over 2 million yuan through the center's facilitation [2] - The Beijing University of Technology's Chongqing Research Institute collaborated with Qiaoan IoT Technology Co., Ltd. to integrate four patents and three software copyrights, valued at 300,000 yuan, into the company, leading to applications in major infrastructure projects [3] Group 3: Financial Support through IP - Chongqing Weizhe Technology Co., Ltd. received nearly 3 million yuan in loans through IP pledge financing, significantly alleviating its financial pressure [5][6] - The center has facilitated over 52 million yuan in IP pledge financing for more than ten companies this year, demonstrating the effectiveness of IP as a financial asset [6] Group 4: Collaborative Initiatives - The center has initiated the establishment of the Mingyue Lake IP Operation Alliance, which currently includes over 70 member units, to enhance collaboration between research institutions and enterprises [7] - The center has also set up various support facilities, including an overseas IP dispute response guidance station and a knowledge protection center, to bolster collaborative innovation and risk management [7]
煤矿现场监控视频实时传输难?贝锐蒲公英助力突破网络瓶颈
Jin Tou Wang· 2025-05-29 00:49
煤矿行业由于高危生产环境对安全管理的严苛要求,为了实现全面感知、实时预警和高效管理,如今智 能化、集约化的视频监控体系得到广泛应用,同时《煤矿安全规程》也对视频监控系统作出了明确要 求。 目前,煤矿行业为了打造视频监控体系,通常会在各单位部署工控机或抓拍枪机,实时采集现场图片与 视频流。这些数据首先汇总传输至煤矿企业的总节点进行集中管理与分析,随后再统一上报至政府监管 平台,实现对生产安全、作业规范的可视化监管与信息化管理,大大提升了行业的数据透明度与监管效 率。 但是,在煤矿行业的实际应用中,视频监控体系在建设过程中常常面临一系列问题: ●由于煤矿行业通常位于偏远地区,各单位可能没有良好的网络条件,难以实现现场图片与视频流的实 时远程传输。 | 蒲公英物联卡 | 异地组网 | 云端统管 | | --- | --- | --- | | 高速上网,套餐多样化 | 视频监控、数据采集、 远程运维 | 远程管理,策略下发 | | 二层网络 | 主备网络 | 工业设计 | | PLC设备、摄像头轻松 | 网络异常智能切换 | 钣金外壳,工业接口 | | 发现 | 保障业务稳定在线 | | 贝锐蒲公英R300系列的诸多 ...
大连战略性新兴产业占地区生产总值比重力争达15
Liao Ning Ri Bao· 2025-05-29 00:46
科技创新和产业创新深度融合。创新策源能力持续提升,英歌石科学城创新发展,获批5家全国重 点实验室,新获评雏鹰企业109家、瞪羚企业22家;今年将在动力电池、低空经济、化工新材料、生命 科学领域布局建设大连市首批概念验证中心、中试小试平台,进一步加速科技成果转化。产业集群发展 取得新突破,绿色石化产业集群、工业母机集群获评国家级先进制造业集群。在高端化智能化绿色化转 型上,累计建成142家省级数字化车间和智能工厂、37个省级工业互联网平台,培育130家省级以上绿色 工厂、2个国家级绿色工业园区。新兴产业聚能起势,金普新区氢能产业园开园,大连市加入国家燃料 电池汽车示范城市群,全市布局低空起降点280个,开通3条陆岛直升机航线。 深化改革和扩大开放走深走实。制定实施6.0版营商环境提升方案,推出48项提升举措。"一企一 策"深化国企改革,市属国企资产总额同比增长6.9%,实现营业收入同比增长8.6%。对外开放水平进一 步提升,全市新设外资企业36家、同比增长38.5%。大连自贸片区整合提升加速,国内首单国际航行船 舶保税液化天然气岸基加注业务落户,两架保税融资租赁飞机业务落地,大窑湾保税物流中心运营。大 连市获批 ...
中国信息通信研究院:工业互联网十年实现三大变革
Zhong Guo Hua Gong Bao· 2025-05-28 02:13
应用模式创新催生新业态。"数据驱动下,平台化设计、智能化生产等新模式重塑制造流程,工业互联 网与消费互联网的融合,推动先进制造业与生产性服务业深度协同,实现更高质量的产业循环。"余晓 晖表示。 余晓晖认为,中国工业互联网历经十年从谋划到实践,已超额完成阶段性目标,未来将在大规模应用与 人工智能深度融合中迎来跨越式发展,面临两大趋势。一是工业互联网进入大规模应用阶段,未来十年 将实现工业体系全面接入;二是人工智能与工业互联网深度融合,以大模型为代表的新技术将推动工业 互联网进入智能新阶段。 余晓晖介绍,在宏观层面,2017年后制造业数字化转型加速,数字技术对制造业效率提升超越服务业, 制造业生产率较此前五年平均提高8.8个百分点;中观层面,实现41个工业大类全覆盖,形成龙头企业 带动、平台支撑的行业发展生态;企业层面,大企业完成工业互联网阶段性建设目标,中小企业在龙头 与平台带动下驶入数字化快车道。 此外,基础设施建设实现弯道超车。据介绍,工业网络领域,以5G为突破口,1.8万余个5G+工业互联 网项目实现规模化应用;工业标识解析体系注册量突破6700亿,贯通物理与数字世界;多层次工业互联 网平台体系崛起,49 ...
新华财经早报:5月25日
Xin Hua Cai Jing· 2025-05-25 00:49
·一批散布资本市场不实信息等账号网站被处置国家网信办持续深入整治网上金融信息乱象 ·作为我国首艘弹射型航空母舰,福建舰正在加紧进行海试。专家解读称,与常规航母相比,采用弹射起飞的航母优势非常明显。首先是战斗机可以满载燃 料和弹药起飞,相当于直接提升了战机的作战能力。同时弹射起飞还可让航母具备搭载固定翼舰载预警机的能力,从而大幅提升航母的预警探测和对舰载机 的空情保障与指挥调度能力。此外,电磁弹射器还可以方便地控制弹射力度,大到运输机、预警机,小到无人机的各类机型都能以弹射方式从航母上起飞, 使航母的作战模式更灵活。(央视新闻) ·5月24日上午,应印度尼西亚总统普拉博沃和东盟轮值主席国马来西亚总理安瓦尔邀请,国务院总理李强乘包机离开北京,对印尼进行正式访问,赴马来西 亚出席东盟-中国-海合会峰会。李强表示,中国和印尼是隔海相望的友好邻邦、命运与共的亲密伙伴。建交75年来,两国关系长足发展,传统友谊历久弥 坚,务实合作成果丰硕,树立了发展中大国联合自强、互利共赢的典范。(新华社) ·市场监管总局会同人力资源社会保障部、住房城乡建设部、税务总局联合印发《关于推动高效办成企业迁移登记"一件事"的指导意见》,旨在通过 ...
100观察|宁德时代港股市值达1.47万亿港元,体现“碳中和”时代的资本流向与技术话语权
Mei Ri Jing Ji Xin Wen· 2025-05-24 06:56
Core Insights - CATL (宁德时代) successfully listed on the Hong Kong Stock Exchange with an initial price of 263 HKD per share, closing at 296 HKD, and achieving a market capitalization of 1.47 trillion HKD by May 23 [1][2] - The listing is seen as a significant milestone for CATL, marking its integration into the global capital market and supporting the transition to a zero-carbon economy [2] - The global electric vehicle infrastructure investment is projected to exceed 3 trillion USD annually by 2030, indicating a growing market for CATL's products [1] Company Developments - CATL's listing is characterized by the participation of sovereign funds and long-term capital from 15 countries, showcasing strong investor confidence [1] - The listing is noted for its rapid execution, completing in just 128 days, and is the largest IPO in Hong Kong in recent years [2] Industry Trends - The penetration rate of new energy vehicles is expected to rise, with the establishment of standardized battery swap networks and the expansion of applications in low-altitude economies and electric shipping [1] - The successful IPO of CATL reflects a broader trend of investment in the carbon neutrality sector, highlighting the importance of technological barriers and global market share in the battery industry [1]
工信部:要加快智能算力建设布局 构建“云边端”协同的智能算力网络
news flash· 2025-05-23 11:01
智通财经5月23日电,2025工业互联网大会5月22日在江苏省苏州市开幕。工业和信息化部总工程师谢少 锋出席开幕式并致辞表示,用好人工智能这个"关键变量",推动工业互联网与人工智能协同赋能、融合 发展。要夯实互联互通基础,高标准实施"5G+工业互联网"512工程升级版、标识"贯通"行动和工业互 联网平台高质量发展行动。要建设高质量工业数据集,在重点行业领域打造一批"高价值、高纯度、高 可用性"的工业语料库和多模态数据集。要推动建设工业领域专业大模型,鼓励基础大模型向工业领域 开源共享。要加快智能算力建设布局,构建"云边端"协同的智能算力网络。要依托工业互联网平台大力 推进人工智能赋能新型工业化,推动工业数据、模型、知识、算法在工业互联网平台加速集聚,提升制 造业数字化网络化智能化水平。 工信部:要加快智能算力建设布局 构建"云边端"协同的智能算力网络 ...
提高人才自主培养质效
Jing Ji Ri Bao· 2025-05-22 22:08
Group 1 - The core argument emphasizes that innovation is fundamentally driven by talent, highlighting the urgent need to understand the new demands of Chinese modernization on education, technology, and talent [1][2] - The rapid advancement in technology and industrial iteration presents new challenges for innovation, with a significant talent gap of 19 million in fields like intelligent manufacturing and industrial internet, while traditional industries face a surplus of over 35% [1][2] - The global competition for talent has intensified, with developed countries attracting top talent and limiting cooperation with China, leading to a 27% increase in the concentration of top talent in regions with robust innovation ecosystems [2] Group 2 - There is a need to strengthen the autonomous talent cultivation in universities by aligning academic programs with national strategies and industry demands, promoting interdisciplinary studies, and enhancing the quality of engineering education [3] - A new talent development system is proposed, focusing on integrating education and industry, establishing collaborative platforms, and reforming talent evaluation systems to prioritize innovation and practical contributions [4] - A mechanism for a virtuous cycle among education, technology, and talent is essential, emphasizing the need for coordinated policies and resource allocation to achieve high-quality development and technological self-reliance [5]