记者19日从上海市经济和信息化委员会获悉，《上海市加快推动"AI+制造"发展的实施方案》(以下简 称：《实施方案》)当天正式对外发布。 上海将重点提升工业模型基础能力、突破工业智能前沿技术、发展工业数据治理和合成技术等。 另外，根据《实施方案》，在建设"AI+制造"工厂方面，上海将推动建设以智能体高密度分布、多场景 集成为特征的"AI+制造"示范工厂，综合应用空间计算、多智能体协同等技术，集聚各类场景模型、智 能产品和装备，推进以人形机器人为代表的多类型具身智能在典型场景中的实用化部署，打通各类工业 软件系统，提升动态感知能力，体现软件定义工厂、完全按需制造、智能工厂网络等制造新模式，形成 标杆示范作用。 值得一提的是，《实施方案》提出，上海将加快机器人应用，支持电子信息、汽车、装备等重点行业面 向重复性强、危险性高、对健康存在危害的工作场景部署应用工业机器人，提高生产效率和生产安全 性。推动智能机器人在装配、焊接、喷涂、物料搬运等环节开展规模化应用。推动钢铁、船舶等行业打 造人机协同智能制造作业单元，实现复杂工序无人化。制定工业场景人形机器人安全性可靠性检验检测 方法，推动产品"持证上岗"。(完) （文章来 ...

宏观要闻 我国体育产业总规模近五年年均增速超10% 国务院新闻办周二上午举行"高质量完成'十四五'规划"系列主题新闻发布会。国家体育总局局长高志丹表示，"十四五"期间，体育产业成为经济发展新亮 点。出台冰雪经济、户外运动等政策，推动体育产业提质增效，体育产业总规模近五年年均增速超10%，"赛事进景区、进街区、进商圈""跟着赛事去旅 行""苏超""村超"火爆出圈。 前7月财政收入由负转正 财政部网站周二发布数据显示，1-7月，全国一般公共预算收入135839亿元，同比增长0.1%，上半年为同比下降0.3%。分中央和地方来看，1-7月，中央一般 公共预算收入58538亿元，同比下降2%，降幅较上半年收窄0.8个百分点；地方一般公共预算本级收入77301亿元，同比增长1.8%，涨幅较上半年上升0.2个百 分点。 上海支持电子信息等重点行业部署应用工业机器人 上海市经济和信息化委员会等三部门周二联合发布《上海市加快推动"AI+制造"发展的实施方案》。其中提出，加快机器人应用。支持电子信息、汽车、装 备等重点行业面向重复性强、危险性高、对健康存在危害的工作场景部署应用工业机器人，提高生产效率和生产安全性。推动智能机器人 ...

Group 1 - The article discusses China's position on rare earth exports, indicating that the country is willing to strengthen dialogue and cooperation with relevant countries to maintain the stability of global supply chains [2][3] - It highlights that rare earth materials have dual-use properties and are considered strategic resources, leading China to implement export controls in accordance with international practices to safeguard national security [3] - The article also mentions China's commitment to open cooperation in technology, emphasizing recent events like the World Humanoid Robot Games, showcasing China's competitiveness in artificial intelligence and robotics [5] Group 2 - The article notes that China supports dialogue and negotiation as the only viable solution to the Ukraine crisis, aligning with global efforts for peace [4] - It emphasizes the importance of international collaboration in technological innovation, suggesting that such cooperation can empower global development and modernization [5]

Group 1 - The investment opportunities in robotics applications are gaining attention, with the development of the VLA model enabling robots to work in simple scenarios and achieve zero-sample transfer [1] - High-flexibility scenarios are expected to be implemented in the third and fourth quarters of this year, with a significant increase in volume anticipated next year as data accumulation and model optimization cross the economic balance point [1] - Companies in logistics, apparel, and healthcare are accelerating the deployment of robots through self-research or partnerships, supported by policies such as those for healthcare robots [1] Group 2 - Global demand for gas turbines is on the rise, with new gas turbine orders for the first half of 2025 expected to increase by 35.56% year-on-year [1] - The core component of turbine blades is facing global capacity constraints [1] - The upcoming bidding for nuclear fusion power sources will see the Tokamak power (including magnet power and auxiliary heating power) accounting for about 15% of the value, with FRC and Z-pinch devices driving demand for switches and capacitors [1] Group 3 - The engineering machinery sector is experiencing an upward trend, with excavator sales in July increasing by 25.2% year-on-year [1] - The gas turbine and railway equipment sectors are steadily improving, while the shipbuilding sector is showing signs of slowing down, and oil service equipment is stabilizing at the bottom [1] Group 4 - The robotics industry ETF (159551) tracks the robotics index (H30590), which focuses on companies involved in the research, development, and application of robotics technology [1] - The index covers the entire industry chain from upstream key components to downstream system integration, reflecting the development trends and technological advancements in the robotics-related industries [1]

受产能端减产影响，TDI（甲苯二异氰酸酯）价格上涨。 中国船舶今日复牌 8月18日晚间，中国船舶发布《关于公司股票复牌的提示性公告》，公司股票将于2025年8月19日开市起复牌，敬请广大投资者注意。 根据公告，中国船舶拟以向中国重工全体换股股东发行A股股票的方式换股吸收合并中国重工，中国船舶为吸收合并方，中国重工为被吸收合并方。公司 已于2025年8月5日披露了相关异议股东收购请求权实施公告，并分别于8月13日、8月15日披露了第一次和第二次提示性公告。 中国船舶市值超1700亿元，预计上半年实现归母净利润28亿元至31亿元，同比增长98.25%至119.49%；扣非净利润26.35亿元至29.35亿元，同比增长 119.89%至144.93%。公司聚焦主责主业，生产效率稳步提升；船舶行业整体保持良好发展态势，手持订单结构升级优化；民品船舶价格同比提升，营业 毛利同比增加；联营企业经营业绩持续改善；推动公司业绩预增。 东吴证券表示，截至2025年5月，中国船舶手持民船订单322艘、2461万载重吨，产能已排期至2029年。展望后市，301法案悲观情绪逐渐修复，此前抑制 的需求有望逐步释放，南北船合并发挥协同效 ...

资料显示，中交振华海上起重铺管核心装备工程技术（上海）有限公司成立于2025年8月15日，法定代 表人为黄曌宇，注册资本10000万人民币，公司位于上海市，船舶设计、海洋工程装备研发、海洋工程 关键配套系统开发、海洋工程设计和模块设计制造服务、海洋工程装备销售、海水养殖和海洋生物资源 利用装备销售、海洋服务、海洋环境服务、专用设备修理、工程和技术研究和试验发展、机械设备销 售、电机及其控制系统研发、智能控制系统集成、工业自动控制系统装置制造、技术服务、技术开发、 技术咨询、技术交流、技术转让、技术推广、信息技术咨询服务、认证咨询、软件开发。（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）。 天眼查工商信息显示，近日，上海振华重工(集团)股份有限公司出资10000万元成立中交振华海上起重 铺管核心装备工程技术（上海）有限公司，持股100%，所属行业为铁路、船舶、航空航天和其他运输 设备制造业。 ...

Core Viewpoint - The company, Beijing Jiuzhou Yigu Environmental Technology Co., Ltd., is entering into related party transactions with Hebei Jingche Rail Transit Vehicle Equipment Co., Ltd. for the sale of products necessary for its operations, which is deemed necessary and beneficial for the company and its shareholders [1][5][6] Related Party Transaction Overview - The company plans to sign two sales contracts with Hebei Jingche, with a total estimated contract amount not exceeding 30 million yuan over the past 12 months, which does not exceed 1% of the company's latest audited total assets or market value [2][3] - The related party, Hebei Jingche, is a wholly-owned subsidiary of Beijing Rail Transit Technology Equipment Group Co., Ltd., which is in turn wholly owned by Beijing Infrastructure Investment Co., Ltd., the largest shareholder of the company [2][3] Transaction Details - The first contract stipulates that the company will receive 40% of the total price upon signing and 50% after successful on-site acceptance [4] - The pricing for the transactions will adhere to fair pricing principles, ensuring that the terms are consistent with market practices [4][5] Purpose and Impact of the Transaction - The related party transactions are based on the company's daily operational needs and are expected to benefit the company and all shareholders, particularly minority shareholders [5][6] - The transactions are conducted under normal market conditions and will not affect the company's independence or create significant reliance on the related party [5][6] Review Process for Related Party Transactions - The board of directors and independent directors have reviewed and approved the related party transactions, ensuring compliance with relevant regulations and that the transactions do not harm the interests of the company or its shareholders [5][6]

Summary of Conference Call Notes Industry Overview - The conference call discusses the current state of the Chinese economy, highlighting a slowdown in economic momentum with an actual GDP growth rate of 4.8% in July, down from 5.2% in Q2 [1][3] - The high-tech industry continues to show robust growth despite overall economic challenges, with sectors like information transmission and IT services maintaining production growth rates above 10% [1][4] Key Points and Arguments - **Economic Performance**: July's economic data indicates a decline in internal demand, with fixed asset investment growth falling into negative territory and retail sales growth dropping to 3.7% [3][5] - **Production and External Demand**: Although exports remained resilient in June and July, new orders and export delivery value growth have declined, impacting production negatively. The focus remains on industrial upgrades, particularly in high-tech sectors [4][10] - **Consumer and Employment Trends**: Retail sales continue to decline, with demand for durable goods weakening. Service consumption is gradually recovering, but the job market shows signs of stress with a rising unemployment rate [5][6] - **Real Estate Market**: The real estate sector is experiencing a downward trend, with both sales area and development investment decreasing. However, the rate of price decline has narrowed, indicating some progress in inventory reduction [6][11] - **Investment Demand**: Investment demand has significantly decreased across all four major categories, entering negative growth due to various pressures including weak prices and external tariffs. Despite short-term challenges, long-term investment opportunities remain [7][8] - **Infrastructure Investment**: Recent infrastructure investment has shown a notable decline, particularly in water conservancy and storage projects, while electricity investment remains resilient. Future structural policies are needed to support this sector [9][12] - **Manufacturing Investment Challenges**: Manufacturing investment faces pressures from external tariffs and internal price declines, but sectors focused on industrial upgrades, such as automotive and aerospace, continue to show vitality [10][11] Additional Important Insights - **Market Strength vs. Economic Slowdown**: The current market strength is attributed to long-term economic logic rather than short-term fluctuations, with factors such as technological innovation and reduced risk events contributing to this divergence [2][11] - **Capital Market Environment**: Future capital market conditions will require attention to structural performance disparities and potential overseas risk disturbances, particularly in light of anticipated U.S. interest rate changes [12]

6．《河北省加快推动北斗规模应用三年行动方案（2025—2027年）》公平竞争审查征求意见。其中提 到，拟完善北斗基础设施。建设国家时空大数据中心京津冀枢纽，提供区域北斗时空数据服务，构建京 津冀时空数据资源共享机制，提升基础设施整体利用效率，打造示范性时空信息服务网络。搭建北斗公 共服务平台。建设北斗车联网平台，统一商用车数据接口，支持车载一键救援服务，接入"两客一危一 重"车辆、重型载货汽车、内河船舶等。在灾害频发区域和重点行业部署多制式应急通信终端设备，实 现大众应急通信能力覆盖，构建北斗与多技术融合的全省应急通信网络。建设北斗产品公共检验检测服 务平台，为用户提供北斗终端、应用软件等产品测试服务。 重要的消息有哪些 8月19日（周二）申购提示 新股方面，巴兰仕申购代码920112，发行价15.78元/股，申购上限90.25万股。 投资有风险，申购需谨慎。 1．8月18日，外交部发言人毛宁主持例行记者会。有记者就普京与特朗普会晤提问。毛宁表示，中方支 持一切有利于和平解决危机的努力，乐见俄美双方保持接触，改善彼此关系，推动乌克兰危机的政治解 决进程。 2．据商务部消息，2024年8月21日，商务部发布2 ...

（编辑 任世碧） 证券日报网讯 8月18日晚间，九州一轨发布公告称，2025年8月18日，公司召开第二届监事会第二十四 次会议审议通过了《关于签订车上线槽系统销售合同暨关联交易的议案》《关于签订风道系统销售合同 暨关联交易的议案》，公司与河北京车轨道交通车辆装备有限公司（简称"河北京车"）签订2份产品销 售合同，合计合同金额预计为7，924，852.60元。根据《上海证券交易所科创板股票上市规则》的规 定，河北京车为公司的关联方，本次交易构成关联交易。该关联交易无需提交股东大会审议。 ...