作为工信领域唯一的国家一类赛事活动，大赛赛项设置积极拓展新领域新场景，如智能工业机器人赛项 深入融合人工智能等数智技术。该赛项创新设立学生组创新场，主要考核参赛选手在真实工业场景中对 人形机器人系统的调试能力。同时，赛项将人形机器人首次应用在工业场景，意在打破传统工业机器 人"一机一用"的局限，实现单一人形机器人平台即可完成巡检、操作、搬运、分拣等多种工作，提升设 备利用率和投资回报率。 大赛也是将"专业"向"产业"传导的桥梁。前两届大赛广泛带动全国各省（区、市）及新疆生产建设兵 团、有关中央企业选拔技术技能人才，累计产生获奖选手957名，涌现出全国技术能手42名、全国青年 岗位能手13名、全国"五一"劳动奖章获得者7名。曾夺冠的选手已成为产才融合重要一环，开展企业培 训、为企业输送人才。如今，新一届选手正为决赛做准备，期待将前沿技术带回课堂，培养更多适应产 业发展趋势的人才。 拓展新领域新场景 在山城重庆，834名选手齐聚西部科学城高新区科学会堂，为即将开始的决赛摩拳擦掌。 来自中国地质大学（武汉）的大二学生张传祺是834名选手中的一员，他即将参加的是生成式人工智能 系统应用员 （智能工业机器人领域）学生组 ...

东承大虹桥强劲动能，西联长三角广阔腹地，中部新城强化战略链接，上海青浦区正以蓬勃姿态书写"十四五"规划的精彩答卷。 2024年，青浦区生产总值达1825亿元，较"十三五"末实现1.5倍增长，"高颜值、最江南、创新核、温暖家"的城市意象深入人心。11月26日，记者跟随上 海市政府新闻办组织的"实干绘答卷 接力新蓝图"上海"十四五"规划成果系列集体采访活动走进青浦区，探寻其高质量发展的密码。 美的科创引擎轰鸣，产业生态共生长 悬浮于森林之上的"科技之城"——上海美的全球创新园区，是青浦区科创实力的生动注脚。 作为美的在国内建立的第二个全品类创新研发基地，该项目总投资超70亿元，总建筑面积达40万平方米，立足上海、放眼全球，涵盖人工智能、新能 源、新材料、机器人、医疗等前沿技术领域和产业板块。 "园区深度融合低碳科技与数字化技术，通过高效智能空调系统搭配2万余平方米绿电光伏，实现主动节能与可再生资源利用双管齐下。"上海美的全球 创新园区负责人向记者介绍，园区搭载美的楼宇科技自研的iBUILDING数字化平台，能耗调节可实现实时监测、秒级响应。 4 CHILISH # 【】 和量 】 从高空俯瞰，园区建筑呈"回"字造 ...

Core Viewpoint - Gree Electric Appliances is focusing on the research of core components and key technologies in industrial robots, achieving breakthroughs in various areas [1] Group 1: Technological Advancements - The company has made significant progress in servo motors, servo drives, motion controllers, reducers, and robot dynamics [1] - Gree Electric has successfully developed a full range of products including six-axis robots, SCARA robots, welding robots, and collaborative robots [1]

Core Insights - The 2025 World Intelligent Manufacturing Conference will be held from November 27 to 29, marking its tenth anniversary and showcasing the achievements of Nanjing's intelligent manufacturing industry [3][4] - The conference has evolved into a global "barometer" for intelligent manufacturing, reflecting China's deep involvement in global collaboration and the high-quality development of Jiangsu's manufacturing sector [4][6] - Nanjing aims to transition from a "manufacturing city" to a "smart manufacturing powerhouse," leveraging the conference to highlight its urban transformation and development [3][19] Event Highlights - The upcoming conference will feature a record exhibition area of 55,000 square meters, with participation from 456 companies across 21 countries, including major international players like Phoenix, Honeywell, and Dassault [7][8] - The event will introduce an international invited exhibition area in collaboration with the Stuttgart Exhibition Group, enhancing its global engagement [6][8] - Over the past decade, the conference has attracted more than 10,000 industry elites and facilitated over 100 high-level exchange platforms, significantly contributing to technological innovation and industrial upgrades in intelligent manufacturing [8][19] Industry Developments - The conference will focus on themes such as "Digital Intelligence Driving New Quality Leadership," emphasizing international collaboration and market-oriented approaches [8][10] - Nanjing has established a comprehensive industrial ecosystem in intelligent manufacturing, with nearly 200 related enterprises and a significant increase in robot production capacity, positioning itself as a leader in the sector [10][12] - The city has implemented a three-year action plan for the digital transformation of manufacturing, achieving a digital integration development level of 74.3, surpassing national and provincial averages [16][18] Technological Innovations - The conference will showcase cutting-edge technologies, including a humanoid robot designed for intelligent manufacturing scenarios, which integrates advanced AI and reinforcement learning [10][11] - Nanjing's intelligent manufacturing sector has seen substantial growth, with local companies like Estun Robotics leading the market with a 10.5% share and a production capacity of 120,000 industrial robots annually [10][12] - The city is also focusing on AI-driven solutions to enhance manufacturing efficiency, with significant cost reductions reported in various industrial applications [12][18] Future Outlook - Nanjing is committed to building a global intelligent manufacturing hub, continuously improving its industrial foundation and ecosystem to support high-quality development [19] - The city aims to integrate advanced technologies and foster collaboration among government, enterprises, and academia to address challenges and opportunities in digital transformation [11][14] - The upcoming conference is expected to further solidify Nanjing's position in the global intelligent manufacturing landscape, paving the way for the next decade of growth and innovation [19]

Core Insights - The construction of a modern industrial system is emphasized as a material and technological foundation for a modernized nation, with a focus on the real economy to support the second centenary goal [2] - The "14th Five-Year Plan" period aims to accelerate the establishment of a modern industrial system driven by technological innovation and rooted in the real economy [2] Group 1: Industrial Development - The Yangtze River Delta's industrial internet platform processes 20,000 data sets every minute, with a refrigerator rolling off the production line every eight seconds [4] - In the eastern coastal bonded zones, cross-border data flows enable verification and customs clearance in just one second, facilitating rapid global distribution of Chinese manufacturing [6] - The Pearl River Delta's lighthouse factories offer 100,000 personalized options for customizing a car, showcasing advanced manufacturing capabilities [7] Group 2: Government Initiatives and Leadership - President Xi Jinping has consistently highlighted the importance of a modern industrial system supported by the real economy, making significant directives on its construction [9] - The modern industrial system reflects changes in industrial structure, development dynamics, and factor relationships, aligning with the context of Chinese-style modernization [11] Group 3: Progress and Achievements - In 2023, the construction of the modern industrial system has accelerated, with over 80% of steel companies establishing intelligent control centers and more than half of coal production capacity achieving digital mining [13] - The manufacturing sector remains the largest in the world, with over 10,000 provincial-level digital workshops and smart factories established, and 6,430 national-level green factories operational [14] - The first batch of leading smart factories has been announced, covering various sectors including steel and consumer goods, aiming to explore new manufacturing models [15] Group 4: Emerging Technologies and Economic Growth - In the first three quarters of the year, the value added of high-tech manufacturing increased by 9.6%, with industrial robot production rising nearly 30% and drone sales revenue growing by almost 70% [19] - The continuous optimization of industrial structure and the increasing proportion of high-tech and strategic emerging industries are driving high-quality economic development [21] Group 5: Future Planning - Regions are actively planning for the "15th Five-Year Plan," with Hunan Province allocating 50 billion yuan to support 1.89 million small and medium-sized enterprises, focusing on key industrial chains [23] - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system and the strengthening of the real economy as primary strategic tasks [23]

Core Insights - The Ministry of Industry and Information Technology has initiated the creation of national emerging industry development demonstration bases, focusing on key sectors such as new generation information technology, new energy, new materials, and high-end equipment [1] - In October, high-tech industry sales revenue in China grew by 13.6% year-on-year, with both high-tech service and manufacturing sectors maintaining double-digit growth [1] - The State Council's recent policy aims for deep integration of artificial intelligence with six key sectors by 2027, positioning the digital economy as a significant growth driver by 2030 [1] Industry Performance - High-tech service industry sales revenue increased by over 10% year-on-year [1] - High-tech manufacturing sales revenue also saw a similar growth rate, indicating robust performance across these sectors [1] - Specific sectors such as integrated circuits, industrial robots, and drone manufacturing reported significant year-on-year sales growth of 32.5%, 41.7%, and 38.4% respectively [1] Policy and Strategic Direction - The State Council's "Artificial Intelligence +" action plan outlines measures to enhance foundational capabilities, aiming for extensive integration of AI into key sectors by 2027 [1] - By 2030, the digital economy is expected to become a crucial growth engine for economic development, with a vision for a fully digital economy and smart society by 2035 [1] - There is a recognized need to enhance self-sufficiency in areas potentially subject to foreign control, such as advanced computing chips and large-scale computing facilities [4]

| | | 载国工业机器人产量 | 览 | | | --- | --- | --- | --- | --- | | | | 单位:万台 | | 60.27 | | | | | 55.64 | | | | | 44.31 42.95 | | | | | 36.60 | | | | | 23.71 | | | | | | | 2021年 | 2022年 | | | | | | 前三季度研发费用增幅居前 | | | | | | 的工业机器人概念股- | 览 | | | 代码 | 简称 | 年内涨跌幅 | 研发费用 同比增长 | 研发费用 占营业收入 | | | | (%) | (%) | 比例(%) | | 688165 | 埃夫特-U -21.82 | | 86.29 | 20.64 | | 688290 | 量业智能 | 30.64 | 64.87 | 23.14 | | 603275 众辰科技 | | 22.37 | 61.41 | 7.10 | | 002031 巨轮智能 | | 45.67 | 46.74 | 6.31 | | 301312 智立方 | | 32.29 | 35.83 | 10.34 | ...

(原标题：荣旗科技新设子公司，含AI软件开发业务) 市盈率： 20.71倍 资金流向: 最新份额为108.8亿份,减 少了1.0亿份,净申 赎-5890.6万元。 估值分位:21.11% 游戏ETF (产品代码：159869) 企查查APP显示，近日，荣旗工业科技（北京）有限公司成立，经营范围包含：人工智能区用软件开发；人工智能行业应用系统集成服务；信息 系统集成服务；工业机器人销售等。企查查股权穿透显示，该公司由荣旗科技（301360）全资持股。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -2.22% ★ 跟踪：上证科创板50成份指数 近五日涨跌: -4.36% 市盈率:145.83倍 资金流向: 最新份额为532.6亿份, 增 加了17.6亿份，净申赎24.0 亿元。 ★ 跟踪：中证动漫游戏指数 近五日涨跌: -2.82% 市盈率：34.34倍 资金流向: 最新份额为81.1亿份,减少 了8000.0万份,净申赎-1.0 亿元。 估值分位: 47.96% 科创50ETF (产品代码: 588000) 估值分位: 94.44% 云计算50 ...

Core Insights - The industrial robot market in China has been experiencing significant growth, with production figures indicating a strong upward trend [1] Industry Summary - From January to October this year, the production of industrial robots in China reached 602,700 units, representing a year-on-year increase of 28.8% [1] - The production volume has already surpassed the total expected for the entire year of 2024, suggesting robust demand and growth potential for 2025 [1]

Core Insights - The latest VAT invoice data indicates that China's new quality productivity is continuously growing, with robust growth in high-end manufacturing, innovative industries, and digital-physical integration, injecting new vitality into economic development [1][2] Group 1: High-end Manufacturing - In October, the sales revenue of the equipment manufacturing industry increased by 7.3% year-on-year, consistently above the average level of the manufacturing sector, accounting for nearly half of the manufacturing share [1] - Specific sectors such as computer communication equipment manufacturing, shipbuilding and related equipment manufacturing, and battery manufacturing saw sales revenue growth of 10.1%, 24.4%, and 27.2% respectively, demonstrating strong development momentum [1] Group 2: Innovative Industries - The sales revenue of high-tech industries grew by 13.6% year-on-year in October, with high-tech service industries and high-tech manufacturing industries increasing by 16.1% and 10.1% respectively [2] - The "Artificial Intelligence +" initiative has accelerated the growth of cutting-edge industries, with sales revenue for integrated circuits, industrial robots, and drone manufacturing increasing by 32.5%, 41.7%, and 38.4% respectively [2] Group 3: Digital-Physical Integration - In October, the sales revenue of core digital economy industries rose by 8.5% year-on-year, with national enterprise procurement of digital technology increasing by 9.6%, reflecting the ongoing advancement of digital industrialization and industrial digitization [2] - The digital product service industry and digital technology application industry saw sales revenue growth of 10.2% and 13.1% respectively, while the digital content and media industry experienced a significant increase of 15.2% [2]