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财经观察:德媒反思欧洲错过“黑灯工厂”时代
Huan Qiu Shi Bao· 2026-01-05 23:00
Core Viewpoint - The article highlights the urgent need for European policymakers to recognize and adapt to the transformative concept of "dark factories," which are highly automated and require minimal human intervention, as Europe risks falling behind in the global industrial landscape [1][6]. Group 1: Definition and Characteristics of "Dark Factories" - "Dark factories" refer to modern manufacturing facilities that operate almost entirely without human intervention, utilizing robots, sensors, AI systems, and digital twin technology for real-time coordination [3]. - These factories can run 24/7 without the need for traditional lighting, heating, or human shifts, significantly reducing operational costs while achieving quality standards that traditional manufacturing struggles to meet [3][4]. Group 2: Global Competition Landscape - The competition in the "dark factory" and smart manufacturing sector shows a clear divide: China has made significant advancements in technology application, particularly in electronics, automotive, and home appliances, supported by a large market and government backing [4]. - The U.S. leads in research and application, especially in high-precision manufacturing sectors like aerospace, while Europe has a strong foundation in automation technology but is lagging in practical application [4][5]. Group 3: Challenges Facing Europe - Europe has historically relied on outsourcing labor-intensive production to low-wage countries, but "dark factories" challenge this logic as production is now shifting towards locations with reasonable energy prices and stable regulatory environments [4][5]. - High energy costs, insufficient policy coordination, and societal concerns about unemployment hinder the widespread implementation of "dark factories" in Europe, which remains largely limited to pilot projects [5][9]. Group 4: Economic Implications and Future Outlook - The core advantages of "dark factories" include high energy efficiency and low operational costs, which are crucial for addressing Europe's energy crisis and labor shortages due to an aging population [7]. - The market for "dark factories" is projected to grow from $120 billion to nearly $200 billion by 2030, indicating a significant opportunity for industries that successfully implement automation [10]. Group 5: Strategic Recommendations for Europe - European policymakers and industry leaders are urged to support small, flexible automation enterprises that cater to local markets, rather than attempting to replicate China's large-scale industrial model [12]. - A cohesive political consensus and accelerated decision-making processes are essential for Europe to adapt to the new competitive landscape, which has shifted from labor cost competition to energy and automation collaboration [12].
李强在广东调研时强调 只争朝夕做好“十五五”开局之年工作
Zhong Guo Zheng Quan Bao· 2026-01-05 22:49
Group 1 - The core message emphasizes the importance of high-quality development and innovation in driving economic growth, as highlighted by Premier Li Qiang during his visit to Guangdong [1][2] - The focus on technological innovation is crucial for future competitiveness, with a call for enhanced support for enterprises in terms of policies, funding, and talent [1] - The development of the Guangdong-Hong Kong-Macao Greater Bay Area is seen as a key opportunity to gather innovative resources and strengthen research collaboration in emerging fields and core technologies [1] Group 2 - The visit included an inspection of the digital and intelligent production lines at Midea Kitchen Appliances, indicating a shift towards meeting new consumer demands through quality product development [2] - Emphasis was placed on the integration of infrastructure and regulatory standards to enhance connectivity and collaborative development within the Greater Bay Area [2] - The government is encouraged to deepen reforms in key areas, improve service efficiency, and optimize the business environment to stimulate economic growth [2]
2025造车新势力变局:“鸿零米”改变“蔚小理”格局
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-05 22:31
Core Insights - The 2025 new energy vehicle market has shown a stark polarization, with emerging players like "Honglingmi" (Hongmeng Zhixing, Leap Motor, Xiaomi) rapidly gaining market share while established companies like "Weilai, Xiaopeng, and Lixiang" face significant challenges [1][15] - The competition has intensified, with some companies thriving in the growing market while others struggle for survival in a saturated environment [1] Group 1: Emerging Players - "Leap Motor" has emerged as the biggest dark horse, achieving a delivery volume of 596,600 units in 2025, becoming the top seller among new forces and setting a record for annual sales [3] - Leap Motor's success is attributed to its long-term commitment to self-research and development, achieving a half-year delivery of 221,700 units and becoming one of the only two profitable companies in the sector [3][4] - Xiaomi's automotive division delivered over 410,000 units in its first full year, exceeding its annual target by 17% [5] Group 2: Established Players - "Weilai" and "Lixiang" have entered a painful transformation phase, with both companies failing to meet their annual sales targets in 2025 [8] - "Xiaopeng" is the only company among the established players to achieve its annual sales target, delivering 429,400 units in 2025 [9] - Weilai has undergone a significant organizational change, focusing on core automotive operations and achieving notable sales with new models like the L90 and ES8 [12] Group 3: Market Dynamics - The competition has shifted towards a focus on systemic capabilities, with companies needing to balance technology development, product iteration, financial reserves, and operational efficiency to succeed [15] - The market is witnessing a shift where companies like Leap Motor and Xiaomi leverage their unique strengths to disrupt traditional players, while established companies are forced to adapt to survive [7][15]
从“冠军之城”到“新质之城”——宁波发展新质生产力纪实
Zhong Guo Zheng Quan Bao· 2026-01-05 22:19
Core Insights - Ningbo has steadily increased its GDP since joining the "trillion yuan club" in 2018, achieving a GDP of 1.35 trillion yuan in the first three quarters of 2025, with a year-on-year growth of 5.0% [2] - The city is recognized as a cradle for national manufacturing champions, boasting 119 national-level manufacturing champions, maintaining the top position in China for eight consecutive years [2][4] - Ningbo's economy is characterized by a diverse structure, with significant advancements in emerging sectors such as artificial intelligence, robotics, and high-tech services, which saw investment growth rates of 9.3%, 41.2%, and 56.7% respectively [2][3] Economic Structure and Innovation - Ningbo is a vital economic center in the Yangtze River Delta, with a robust manufacturing, foreign trade, and logistics industry [3] - The city has implemented an innovation-driven development strategy, with 90% of R&D activities and over 80% of invention patents originating from enterprises [3] - High-tech enterprises in Ningbo have reached a total of 8,855, with an average annual growth rate exceeding 30% over the past three years [3] Manufacturing and Global Presence - Ningbo's manufacturing sector is recognized globally, with significant contributions from companies like Sunny Optical Technology, which supplies one in three Android smartphones with optical lenses [4] - The city has seen a rise in the number of enterprises capable of producing humanoid robots, increasing from 3 to 8 since 2025, supported by a growing supply chain [6] - The global market share of Ningbo's manufacturing products continues to expand, with companies like Longyan Technology leading in the optical film market with a 55% share [5] Financial Support and Innovation Ecosystem - Ningbo's financial sector has shown robust growth, with a financial industry value added of 1,224.3 billion yuan in the first three quarters of 2025, marking a 13.8% increase [13] - The city has established a multi-layered risk mitigation system to support small and micro enterprises, facilitating access to financing [14] - Financial tools such as specialized loans and transformation insurance are being utilized to support the transition of manufacturing and emerging industries [13][14] Policy and Strategic Development - Ningbo has introduced various policies to enhance its innovation ecosystem, including the establishment of national-level innovation platforms and support for high-tech enterprises [8][10] - The city aims to build 10 national-level innovation platforms and over 1,000 provincial-level R&D institutions by 2030 [8] - Collaborative efforts between government and enterprises are emphasized to foster innovation and address industry challenges [10] Market Expansion and Trade - Ningbo has accelerated its international trade efforts, with over 300 companies participating in exhibitions abroad, achieving an intended transaction amount exceeding 5 billion USD [11] - The city has seen a 7% increase in imports and exports to Central and Eastern European countries, with specific companies reporting significant growth in this market [12] - Cross-border e-commerce has also flourished, with Ningbo's special area for cross-border e-commerce exports reaching 47.99 billion yuan, a 16.9% increase year-on-year [12] Conclusion - Ningbo is positioned as a "Champion City" with a strong manufacturing base and a commitment to innovation, aiming to transform into a "New Quality City" through strategic initiatives and financial empowerment [24]
苦练内功向高处攀登
Jing Ji Ri Bao· 2026-01-05 22:07
回望2025年,从实验室技术突破到全球市场份额攀升,从传统产业蝶变升级到新兴赛道加速领跑,民营 企业交出了一份亮眼答卷。 过去一年,民营企业与中国经济发展同频共振。创新火花在车间和实验室里迸发,华为在全球瞩目下发 布首款鸿蒙折叠电脑,这不仅是产品的迭代,更是在核心技术领域的自主突破;宇树科技研发的机器人 灵巧地走向世界生产线,展示中国在高端制造领域的实力;比亚迪的新能源汽车在多个海外市场销量登 顶,每一辆汽车都在为全球绿色转型增添中国动力。从中国制造到中国智造,我国企业正从技术的跟随 者转变为未来的开拓者。 民营企业的足迹已遍布五洲四海,加速融入全球价值链。2025年前11个月,民营企业进出口23.52万亿 元,增长7.1%,占我国外贸总值比重已达57.1%。跨越山海抵达各个国家和地区的,不仅是优质的产品 和服务,更是可信可爱可敬的中国品牌形象。 转型的阵痛与升级的喜悦,在每条生产线上交织。养殖企业向全链条食品企业转型,纺织企业推动生产 环节智能化改造,钢铁企业革新工艺降低碳排放,光纤企业突破国外技术封锁……一家家民营企业奋力 挣脱旧有模式束缚,向智能化、绿色化、融合化方向进阶,攀向产业链更高处。 沉甸甸的成 ...
现代化产业体系基本特征与发展方向
Jing Ji Ri Bao· 2026-01-05 22:05
Core Viewpoint - The construction of a modern industrial system is essential for China's economic modernization, emphasizing intelligent, green, and integrated development as key characteristics and practical paths for achieving a complete, advanced, and secure industrial system [1]. Group 1: Intelligent Development - The intelligent transformation of the industrial system is crucial for leveraging opportunities from the new technological revolution and facilitating the transition from old to new growth drivers through deep integration of artificial intelligence and the real economy [2]. - Current challenges include reliance on foreign core technologies, insufficient original innovation capabilities, and a lack of comprehensive digital transformation solutions for traditional industries [2][3]. - To advance "Artificial Intelligence +", it is necessary to strengthen foundational research, deepen industry applications, and enhance data market integration while supporting small and medium enterprises in their digital transformation [3]. Group 2: Green Development - The green transformation of the industrial system is vital for achieving high-quality development and carbon neutrality goals, as well as for addressing climate change and promoting ecological harmony [4]. - The development of the new energy vehicle industry exemplifies this transformation, with projected production and sales exceeding 12 million units in 2024 and significant advancements in green technology and market penetration [5]. - Challenges remain in enhancing supply chain resilience, securing key raw material supplies, and establishing carbon footprint regulations, necessitating a focus on core technology breakthroughs and lifecycle management [6]. Group 3: Integrated Development - The integrated development of the industrial system is characterized by the deep fusion of primary, secondary, and tertiary industries, as well as the integration of technological and industrial innovation [7]. - Promoting service-oriented manufacturing is essential for transitioning from a manufacturing power to a manufacturing stronghold, with a focus on enhancing competitive advantages in service sectors [7][8]. - The integration of traditional and emerging industries is crucial, with significant potential for productivity improvements through the application of digital technologies in traditional sectors [8][9]. Group 4: Overall System Quality - The ultimate goal is to achieve a qualitative leap in the industrial system, ensuring its completeness, advancement, and security, which are critical indicators of maturity [10]. - The interdependence of completeness, advancement, and security is emphasized, with each aspect supporting the others to ensure a stable economic environment [10]. - Addressing challenges in supply chain stability and green transformation requires a collaborative approach that integrates intelligent, green, and integrated development strategies [11][12].
开业月余 三家股份行AIC密集投向“硬科技”
Zhong Guo Zheng Quan Bao· 2026-01-05 20:05
工商信息显示,信银金投已完成对深圳港华顶信清洁能源有限公司的投资,认缴出资额6442.34万元, 持股比例49%,成为该公司第二大股东。 ● 本报记者 李静 新近开业的股份制银行系金融资产投资公司(AIC),正以市场化债转股为核心工具,成为支持科技创 新的"耐心资本"。自2025年11月开业以来,兴银投资、招银投资、信银金投在短时间内便完成了首批项 目落地,将资金精准引至新能源、新材料等领域。其中,仅兴银投资一家,截至2025年12月31日,累计 投放规模就超60亿元,顺利落地首批10余个投资项目。 聚焦新能源相关领域 兴银投资将资金重点投向半导体、光伏、锂矿、工程塑料等新能源、新材料产业,涵盖福建、广东、上 海、安徽、山东等地科创企业、民营企业。 例如,盛新锂能2025年12月19日晚间发布公告称,公司全资子公司致远锂业通过增资扩股形式引入新的 投资者,兴银投资以5亿元向致远锂业增资。增资完成后,兴银投资持有其25%股权。 值得一提的是,兴银投资在2025年11月16日揭牌当天,就与厦门象屿集团有限公司、恒申控股集团有限 公司、江西赣锋锂业集团股份有限公司、金发科技股份有限公司、国轩高科股份有限公司等12家 ...
只争朝夕做好“十五五”开局之年工作
Zhong Guo Zheng Quan Bao· 2026-01-05 20:05
Group 1 - The focus of the research is on promoting high-quality development and innovation in the Guangdong-Hong Kong-Macao Greater Bay Area, emphasizing the importance of technological innovation for future success [1][2] - Companies are encouraged to strengthen their innovation capabilities and collaborate on research and development in emerging fields and key technologies, leveraging the advantages of the Greater Bay Area [1] - The government aims to enhance the industrial ecosystem by fostering application scenarios for new technologies such as robotics and drones, promoting their integration into various industries [1] Group 2 - The development of digital and intelligent production lines in manufacturing, as seen in companies like Midea, is highlighted as a response to new consumer demands driven by economic growth [2] - The government is committed to expanding high-level opening-up, integrating hard infrastructure with soft connectivity in rules and standards, and promoting balanced development in imports and exports [2] - There is a call for companies to seize opportunities and innovate to drive economic growth, with an emphasis on improving the business environment and enhancing service efficiency [2]
从“冠军之城”到“新质之城”
Zhong Guo Zheng Quan Bao· 2026-01-05 20:05
Core Insights - Ningbo has demonstrated robust economic growth, achieving a GDP of 1.35 trillion yuan in the first three quarters of 2025, with a year-on-year increase of 5.0% [1] - The city is home to 119 national manufacturing champions, maintaining its position as the leader in this category for eight consecutive years [2][3] - Emerging industries such as artificial intelligence, robotics, and high-tech services have seen significant investment growth, with increases of 9.3%, 41.2%, and 56.7% respectively [1] Economic Performance - Ningbo's GDP reached 1.35 trillion yuan in the first three quarters of 2025, reflecting a 5.0% year-on-year growth [1] - The city has a diverse economic structure, with strong performance in manufacturing, foreign trade, and logistics [1] Innovation and Technology - Approximately 90% of R&D institutions, personnel, and investments, as well as over 80% of invention patents, originate from enterprises in Ningbo [2] - The number of high-tech enterprises in Ningbo has reached 8,855, with an average annual growth rate exceeding 30% over the past three years [2] - Ningbo's innovation landscape includes significant contributions from companies like Long阳科技, which has captured a 55% market share in optical reflection films globally [3] Industry Development - The humanoid robot industry in Ningbo has expanded rapidly, with the number of companies capable of producing humanoid robots increasing from 3 to 8 since 2025 [5] - The city has established a strong presence in the new energy vehicle supply chain, housing 22 single-item champions and 97 specialized "little giant" enterprises [4][5] Financial Support and Investment - The financial sector in Ningbo has shown robust growth, with a value added of 1,224.3 billion yuan in the first three quarters of 2025, marking a 13.8% increase [12] - As of October 2025, the balance of loans to the manufacturing sector reached 8,175.3 billion yuan, a 7.3% year-on-year increase [12] - Ningbo has implemented various financial tools to support technology-driven enterprises, including loans and financing policies [12][19] Market Expansion - Ningbo's exports to Central and Eastern European countries reached 45.45 billion yuan in the first three quarters of 2025, growing by 7% [11] - The city has organized over 300 enterprises to participate in exhibitions across 12 countries, achieving an intended transaction amount exceeding 500 million USD [10] Strategic Initiatives - Ningbo aims to establish 10 national-level innovation platforms and over 1,000 provincial-level R&D institutions by 2030 [7] - The city has introduced policies to enhance the integration of technology and industry, focusing on core technology breakthroughs and high-end brand development [14][16]
厚植创新发展优势 勇立改革开放潮头 只争朝夕做好“十五五”开局之年工作
Xin Lang Cai Jing· 2026-01-05 19:46
黄坤明、吴政隆参加调研。 《光明日报》(2026年01月06日 03版) 新华社广州1月5日电(记者邹伟)中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他 强调,迈入新的一年,要深入贯彻习近平总书记在中央经济工作会议上的重要讲话精神,紧紧围绕推动 高质量发展这个主题,牢记在全国发展大局中的使命,厚植创新发展优势,勇立改革开放潮头,只争朝 夕做好经济社会发展各项工作,奋力实现"十五五"良好开局。 在深圳市,李强听取深港科技创新合作区规划发展等情况汇报,了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展,察看比亚迪公司新能源汽车展示。李强指出,科技创新是赢得未来的关 键所在。要强化企业创新主体地位,完善政策、资金、人才等支持,依托粤港澳大湾区优势集聚创新资 源,瞄准新兴领域和关键核心技术加强研发合作,取得更多突破性成果。李强来到深圳蛇口邮轮母港直 升机场和机器人谷,了解低空经济发展情况,观看机器人企业产品演示,细致询问企业技术转化应用、 产业集群发展等方面情况。李强指出,科技的生命在于应用,要进一步完善产业生态,培育拓展应用场 景,探索有效的经营模式,推动机器人、无人机等新技术新产品在扩大 ...