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“人工智能+”行动推动我国制造业以“智”提“质”、加“数”转型
Yang Shi Wang· 2025-09-15 06:03
央视网消息:当前,我国正深入实施"人工智能+"行动,重中之重就是推动制造业智能化升级。为此,我国专门启动智能工厂梯度培育行 动,目前已建成3.5万余家基础级、7000余家先进级、230余家卓越级智能工厂。 "中原鞋都"小工厂里的"智造"密码 智能鞋厂负责人邹银芳称:"这是我们所有智能化设备大数据总控室,采用自主研发的3D工业相机全方位成像技术,通过采集数据、视觉 软件转换成运行轨迹,一键导入生产系统,智能线就可以自动化生产了。" 这家位于河南睢县的制鞋中小企业,正是我国3.5万余家基础级智能工厂之一。过去裁剪靠人工,误差大,毛边缺口多。如今的智能冲裁 设备误差小于0.5毫米,面料纹路完美对齐。光是这一步,每天就能节省10平方米面料。过去,缝合鞋面需近30名工人。如今,智能化产线让 工人减少一半,电脑针车速度提升到原来的3倍。"鞋面鞋底贴合"过去全凭工人手感对齐。如今,视觉扫描只需2秒,机械臂抓取、按压,严丝 合缝。 全自动生产线虽然初期投入高,但产品质量明显提升,企业实现扭亏为盈。 "小快轻准"方案助中小企业数智化跃升 杭州临平区这家服装厂正在赶制新款羽绒服。传统产线有130多道工序,全靠人工排产,一旦"换款 ...
申万宏源研究晨会报告-20250915
Shenwan Hongyuan Securities· 2025-09-15 00:44
Group 1: Market Overview - The current market indicates increased pressure in the bond market, with risks surpassing the influences of fundamentals and liquidity [2][13] - The bond market adjustment is largely seen as a preparation for a potential bull market around the end of 2024 [2][13] - Observations are needed for signals indicating a turning point in market sentiment, particularly regarding deposit rates and credit spreads [13] Group 2: Company Analysis - Jianfa Hecheng (建发合诚) - Jianfa Hecheng is positioned for growth under the Jianfa Group, with expected net profits of 122 million, 140 million, and 160 million yuan for 2025-2027, reflecting year-on-year growth rates of 27.4%, 14.7%, and 14.3% respectively [2][19] - The company is enhancing its construction business through collaboration with its major shareholder, with significant associated transaction amounts projected for the coming years [14][15] - The shift towards urban renewal and business extension is seen as a key opportunity for growth in the current market environment [15] Group 3: Industry Trends - Cloud Computing - The cloud computing market is witnessing a divergence in capital expenditure (Capex) expectations, with major cloud providers expected to collectively exceed 350 billion yuan in FY25, marking a 54% year-on-year increase [16][17] - Emerging cloud computing firms are benefiting from high growth in remaining performance obligations (RPO), with Oracle reporting a 359% year-on-year increase in RPO [17][20] - The competition landscape is evolving with the introduction of ASIC chips, which are becoming increasingly relevant in AI applications [18][20] Group 4: Automotive Industry Insights - The automotive sector is experiencing a shift towards high-end and intelligent electric vehicle manufacturing, with companies like Jianghuai Automobile collaborating with tech giants like Huawei [25][27] - The company anticipates significant revenue growth with the launch of its high-end brand, aiming for a notable increase in sales volume in the coming years [27] - The overall automotive market is seeing fluctuations in sales and material costs, with a focus on maintaining competitive positioning amid changing consumer demands [32][34]
恒天海龙:中国恒天集团拟减持3.00%股份
Xin Lang Cai Jing· 2025-09-12 12:41
恒天海龙公告,中国恒天集团有限公司持有公司8805.02万股,占10.19%,拟于2025年10月15日至2026 年1月14日,通过集中竞价和大宗交易减持不超2591.93万股,占3.00%,其中集中竞价连续90个自然日 不超过1%,大宗交易连续90个自然日不超过2%。 ...
中方:希望墨西哥慎之又慎
Huan Qiu Shi Bao· 2025-09-12 10:30
Group 1 - Mexico plans to increase import tariffs on approximately 1,400 products, including automobiles, toys, steel, textiles, and plastic products, to a range of 10%-50% for countries that have not signed free trade agreements with Mexico, including China [1] - The Chinese government expresses concern that Mexico's tariff increase aligns with the U.S.'s long-standing strategy to contain China and may affect future trade negotiations between Mexico and its North American partners [1] - The Chinese Ministry of Commerce emphasizes the importance of maintaining free trade and multilateralism, stating that unilateral tariff increases by Mexico could harm the interests of relevant trade partners, including China, and negatively impact the business environment in Mexico [1][2] Group 2 - The Chinese government advocates for resolving trade disputes through equal dialogue and negotiation, opposing unilateralism, protectionism, and discriminatory measures [2] - The Chinese Foreign Ministry highlights the mutual benefits of China-Mexico economic cooperation and expresses hope for Mexico to act cautiously and collaboratively with China to promote global economic recovery and trade development [3]
墨西哥拟对中国等国征收50%关税,商务部、外交部回应来了
Di Yi Cai Jing· 2025-09-11 23:19
Group 1 - Mexico plans to increase import tariffs on approximately 1,400 products, including automobiles, toys, steel, textiles, and plastic products, to a range of 10% to 50% for countries that have not signed free trade agreements with Mexico, including China [1] - The Chinese Ministry of Commerce expressed concern that Mexico's tariff increase aligns with the U.S.'s long-standing strategy to contain China and could affect future trade negotiations between Mexico and its North American partners [1][3] - The Ministry emphasized the importance of maintaining free trade and multilateralism, stating that unilateral tariff increases by Mexico would be seen as a concession to unilateral bullying [1][3] Group 2 - China and Mexico are important trade partners, and the Chinese government hopes that Mexico will reconsider its tariff increases to avoid negative impacts on bilateral trade [3] - The Chinese government advocates for resolving trade disputes through equal dialogue and opposes any form of unilateralism and protectionism [3] - China's foreign trade has shown resilience, with a 3.5% year-on-year increase in total trade value in the first eight months of the year, despite global economic uncertainties [5][6] Group 3 - In the first eight months of the year, China's total goods trade value reached 29.57 trillion yuan, with exports growing by 6.9% to 17.61 trillion yuan and imports declining by 1.2% to 11.96 trillion yuan [6] - In August, China's goods trade value was 3.87 trillion yuan, with exports at 2.3 trillion yuan (up 4.8%) and imports at 1.57 trillion yuan (up 1.7%), marking three consecutive months of growth in both exports and imports [6]
商务部深夜发声
中国基金报· 2025-09-11 16:18
Core Viewpoint - Mexico plans to increase import tariffs on approximately 1,400 product categories, including automobiles, toys, steel, textiles, and plastic products, to a rate of 10%-50% for countries that have not signed free trade agreements with Mexico, including China [1] Group 1: Mexico's Tariff Increase - The proposed tariff increase aligns with the U.S.'s long-standing strategy to contain China and may serve Mexico's future trade negotiations with North American partners [1] - The Chinese government expresses concern that Mexico's unilateral tariff increase could harm the interests of relevant trade partners, including China, and negatively impact the business environment in Mexico, reducing investment confidence [1] Group 2: China's Response - China advocates for resolving trade disputes through equal dialogue and opposes unilateralism, protectionism, and discriminatory measures [2] - The Chinese government emphasizes the importance of mutual benefit in China-Mexico economic cooperation and hopes for collaborative efforts to promote global economic recovery and trade development [4]
中方希望墨西哥慎之又慎,三思后行
Sou Hu Cai Jing· 2025-09-11 16:14
Core Viewpoint - Mexico plans to increase import tariffs on approximately 1,400 products, including automobiles, toys, steel, textiles, and plastic products, to a range of 10% to 50% for countries that have not signed free trade agreements with Mexico, including China [1] Group 1: Mexico's Tariff Increase - The proposed tariff increase aligns with the U.S.'s long-standing strategy to curb China's influence and may facilitate future trade negotiations between Mexico and its North American partners [1] - The Chinese government expressed concern that Mexico's unilateral tariff actions could harm trade relations and the business environment, potentially reducing investment confidence in Mexico [1] Group 2: China's Response - China advocates for resolving trade disputes through equal dialogue and opposes unilateralism, protectionism, and discriminatory measures [2] - The Chinese government emphasizes the importance of mutual benefit in China-Mexico economic cooperation and hopes for collaborative efforts to promote global economic recovery and trade development [4]
商务部:将密切关注墨方提税动向,并对有关最终措施进行认真评估
Sou Hu Cai Jing· 2025-09-11 16:02
答:我们注意到有关报道,将密切关注墨方提税动向,并对有关最终措施进行认真评估。在当前美方滥 施关税引发全球普遍反对之际,各国应加强沟通协调,共同维护自由贸易和多边主义,绝不能因为他人 胁迫而牺牲第三方的利益。在此背景下,墨方任何的单边加税举动,即便是在世贸规则框架内,都会被 认为是对单边霸凌主义的绥靖与妥协。有关措施一旦落地,不仅会损害包括中国在内的相关贸易伙伴的 利益,也会严重影响墨营商环境的确定性,降低企业对墨投资的信心。中墨互为重要的经贸伙伴,我们 不愿看到双方经贸合作因此受到影响,希望墨方慎之又慎,三思后行。 中方一贯主张各方通过平等对话协商解决经贸分歧,反对任何形式的单边主义、保护主义以及歧视性排 他性措施,坚决反对各种损害中方利益的做法。中方将根据实际情况采取必要措施,坚决维护自身正当 合法权益。 人民财讯9月11日电,商务部新闻发言人就墨西哥拟对有关贸易伙伴提高进口关税税率事答记者问。 有记者问:据报道,墨西哥拟对包括中国在内的未与墨签署自贸协定的国家,将汽车、玩具、钢铁、纺 织品和塑料制品等约1400项税目产品的进口关税税率提升至10%—50%。同时有分析认为,墨西哥的提 税举措符合美方长期以 ...
借助服贸会平台 绍兴放大“文化会展名城”声量
Bei Jing Shang Bao· 2025-09-11 13:14
Group 1 - The fourth International Convention and Exhibition Economic Development Forum was held during the 2025 China International Service Trade Fair, showcasing Shaoxing's innovative achievements in the exhibition economy [1] - Shaoxing has established a cluster of five professional exhibition venues, with a total construction area of 491,000 square meters, centered around the Shaoxing International Exhibition Center [1][3] Group 2 - The exhibition economy is becoming a strong engine for urban industrial and cultural innovation, with Shaoxing focusing on both traditional and emerging exhibition brands to support its transformation from a textile city to a hub for new industries [3] - Shaoxing is integrating culture with exhibitions through unique models, enhancing visitor engagement and increasing average stay duration by 15% through innovative exhibition routes [3] Group 3 - Shaoxing is a key city in the Yangtze River Delta and a national historical and cultural city, recognized as the largest production base for chemical fiber fabrics and dyeing, as well as a major center for freshwater pearls and socks [5] - The city has developed a modern industrial system characterized by three major industries (textiles, chemicals, metal processing) and two historical industries (yellow wine, pearls), along with four emerging industries [5] Group 4 - Shaoxing is leveraging exhibitions as a key strategy for national opening-up, with the 2025 Spring Textile Expo attracting over 7,773 international buyers from 80 countries, resulting in intended orders worth 369 million yuan [5] - The city plans to organize 300 groups and 3,000 enterprises to participate in domestic and international exhibitions, having already sent 236 groups and 2,139 enterprises, achieving an intended transaction amount of 370 million USD [5] Group 5 - Future plans for Shaoxing include establishing 3-5 high-level international exhibition projects in collaboration with international organizations over the next three years, aiming to enhance the international influence of its exhibition brands [6] - The city will focus on four key tasks: strengthening dual-feature exhibition IPs, creating a smart exhibition ecosystem, expanding international cooperation, and integrating into the Yangtze River Delta exhibition economy [6]
8月辽宁工业生产者出厂价格同比下降4.5%
Xin Hua Cai Jing· 2025-09-11 08:12
8月份九大原材料购进价格同比呈"二涨七降"走势。其中有色金属材料及电线类上涨2.2%,纺织原料类 上涨1.1%;其他工业原材料及半成品类下降1.3%,木材及纸浆类下降1.9%,建筑材料及非金属类下降 3.2%,黑色金属材料类下降6.9%,化工原料类下降8.1%,农副产品类下降10.5%,燃料动力类下降 10.6%。 新华财经沈阳9月11日电(记者李宇佳)记者从国家统计局辽宁调查总队了解到,2025年8月份,辽宁工 业生产者出厂价格(PPI)同比下降4.5%,降幅较上月收窄1.3个百分点;环比上涨0.1%,涨幅较上月收 窄0.2个百分点。工业生产者购进价格(IPI)同比下降6.1%,降幅较上月收窄0.7个百分点;环比由上月 下降0.2%转为本月上涨0.3%。 从两大部类看:8月份生产资料出厂价格同比下降3.4%,其中,采掘工业下降8.8%,原材料工业下降 4.6%,加工工业下降1.5%;生活资料出厂价格同比下降9.6%,其中,耐用消费品下降16.9%,食品下降 3.3%,一般日用品下降2.4%,衣着下降0.3%。 (文章来源:新华财经) ...