Group 1 - The core viewpoint of the article is the implementation of the "AI + Manufacturing" initiative, aiming to enhance the application of AI in the manufacturing sector by 2027, including the development of general large models and high-quality data sets [1][2] - The initiative outlines the goal to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises, as well as to establish a global leading open-source ecosystem [1][2] - The document emphasizes the importance of strengthening AI computing power supply and promoting the development of intelligent chips and core technologies [2][3] Group 2 - The initiative prioritizes the empowerment of five key industries: raw materials, equipment manufacturing, consumer goods, electronic information, and software and information technology services [4][5] - Specific applications of AI in the equipment manufacturing sector include the intelligent upgrade of the automotive industry, focusing on real-time simulation and optimization of design parameters [4][5] - The initiative aims to address the urgent need for digital transformation in these industries, leveraging AI to enhance production efficiency and reduce defect rates in manufacturing processes [5]

（来源：沈阳日报） 转自：沈阳日报 优化法治化营商环境是人民法院彰显政治担当、回应企业期盼、抓牢审执主业的应有之义、必然要求和 重要抓手。2025年，市法院认真落实中央和省委、市委营商环境建设工作最新部署、省市政法系统"10 项重点任务""15项重点举措"和省法院"1+2+3"专项行动，做深做实对市场主体依法平等保护，努力增强 企业和企业家在沈投资兴业的安全感、获得感和归属感。 锚定"专业化" 把法治供给做精做深 司法优化营商环境，不能只停留在"办案"上，更要落子在"服务"上。2025年6月12日，浑南区人民法院 和沈阳高新技术产业开发区人民法院走进新松科教园，为沈阳市高新技术企业协会会员现场普法，推介 法院工作，与企业家共话营商，精准提供法律指导。同时，两家法院"流动式法官服务站"在沈阳市高新 技术企业协会正式设立。 2025年，沈阳法院以送法进企、精准问需为导向，创新开展"优营商、益企行"系列主题活动，依托"沈 法营商亲清会客厅""驻工商联法律服务站""惠帮企@链上沈阳"，常态化开展法官进企业法律服务，围 绕合同签订与履行、劳动用工法律风险防范等热点问题，着力提高司法服务的精准度和个性化水平，助 力企业有 ...

Core Viewpoint - The integration of artificial intelligence (AI) with the real economy is set to profoundly change the production models and economic forms in the manufacturing industry, as outlined in the "AI + Manufacturing" action plan issued by multiple government departments [1]. Group 1: Goals and Objectives - By 2027, China aims to achieve secure and reliable supply of key AI technologies, maintaining a leading position in industry scale and empowerment levels globally [1]. - The plan includes the deep application of 3 to 5 general large models in manufacturing, the creation of 100 high-quality industrial data sets, and the promotion of 500 typical application scenarios [1]. - The initiative seeks to cultivate 2 to 3 globally influential ecosystem-leading enterprises and a number of specialized small and medium-sized enterprises, while establishing 1,000 benchmark enterprises [1]. Group 2: Key Industries and Applications - Key industries targeted for AI empowerment in new industrialization include raw materials, equipment manufacturing, consumer goods, electronic information, software, and information technology services [2]. - The plan encourages leading enterprises and state-owned enterprises to explore new models and applications of AI in manufacturing, alongside implementing digital empowerment initiatives for small and medium-sized enterprises [2]. Group 3: Implementation Strategies - The action plan emphasizes strengthening AI computing power supply, promoting the development of intelligent chips, and supporting breakthroughs in key technologies such as high-end training chips and AI servers [2]. - It outlines the need for an integrated mechanism for data collaboration, model training, application development, and security assurance through the "model-number resonance" initiative [2]. - The plan also focuses on upgrading intelligent equipment and terminals, fostering new business forms like humanoid robots, and enhancing the integration of AI with industrial software [2]. Group 4: International Cooperation and Funding - The initiative promotes high-level international cooperation, encouraging the export of advantageous industries and participation in AI discussions within multilateral cooperation frameworks [3]. - It proposes the establishment of a collaborative work mechanism involving departments, central and local governments, and industry to guide enterprises in differentiated development and prevent internal competition [3]. - The plan aims to leverage existing funding channels to support AI-related technology research and application tasks, utilizing the national AI industry investment fund to attract more social capital [3].

1月7日，工信部等八部门印发《"人工智能+制造"专项行动实施意见》（以下简称《意见》）。 《意见》提出，到2027年，推动3至5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模 型，打造100个工业领域高质量数据集，推广500个典型应用场景。培育2至3家具有全球影响力的生态主 导型企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企 业。建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 《每日经济新闻》记者注意到，与《意见》一起发布的，还有两份配套附件，分别是《人工智能赋能制 造业重点行业转型指引》（以下简称《指引》）和《制造业企业人工智能应用指南》。 实现AI+制造，AI才能被视为真正的生产力工具 《意见》把"创新筑基：夯实人工智能赋能底座"放在了专项行动的首位，首先提出强化人工智能算力供 给。 例如，对于装备制造行业，《指引》明确提出加速汽车行业全链条智能化升级。打造汽车大模型，自动 生成车身造型、内饰布局等方案，实时仿真动态优化结构强度、风阻系数等参数，推动智能研发新范 推动智能芯片软硬协同发展，支持突破高端训练芯片、端侧推 ...

南京化纤公告，上海证券交易所并购重组审核委员会于2026年1月7日召开2026年第1次并购重组审核委 员会审议会议，对公司通过资产置换、发行股份及支付现金购买南京工艺装备制造股份有限公司100% 股份，并向特定投资者发行股份募集配套资金的资产重组事项进行了审议。根据上交所重组委发布的审 议结果公告，本次会议的审议结果为：本次交易符合重组条件和信息披露要求。本次交易尚需经中国证 券监督管理委员会同意注册后方可实施。 ...

证券日报网讯 1月7日，润邦股份在互动平台回答投资者提问时表示，公司通州湾装备制造基地建设正 抓紧推进，目前各项工作进展顺利，预计今年上半年开始逐步投产。 （文章来源：证券日报） ...

Core Viewpoint - The "Artificial Intelligence + Manufacturing" initiative aims to enhance the integration of AI technologies in the manufacturing sector, targeting significant advancements by 2027, including the development of key AI technologies, industry models, and high-quality data sets to support industrial transformation and innovation [1][4][5]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to promote a new development pattern, focusing on innovation-driven growth and the dual empowerment of AI technology and manufacturing applications [5][6]. - By 2027, the goal is to achieve reliable supply of key AI technologies, maintain a leading position in industry scale and empowerment levels, and develop 3-5 general models for deep application in manufacturing [5][6]. Group 2: Innovation Foundation - Emphasis on strengthening AI computing power supply, supporting the development of high-end training chips and AI service platforms [7]. - Development of high-performance algorithms tailored for manufacturing, fostering a model system that enhances adaptability and real-time application [7][8]. Group 3: Application Expansion - Accelerating AI empowerment in key industries through expert-led initiatives and application platforms to match supply and demand [9][12]. - Systematic transformation of manufacturing processes, integrating AI into design, production, and management to enhance efficiency and quality [11][12]. Group 4: Product Breakthroughs - Promotion of intelligent equipment and systems, including AI-driven industrial robots and medical devices, to enhance decision-making and operational capabilities [14][16]. - Development of intelligent terminals and software solutions to support various industrial applications, including smart homes and healthcare [16][40]. Group 5: Ecosystem Development - Strengthening standards and open-source initiatives to foster a collaborative AI ecosystem, enhancing safety and governance in AI applications [18][19]. - Fostering talent development in AI, focusing on interdisciplinary skills that combine AI knowledge with manufacturing expertise [19][20]. Group 6: Safety Assurance - Enhancing safety capabilities through the development of key technologies for data protection and risk management in AI applications [20][21]. - Establishing governance mechanisms for AI safety, including risk monitoring and emergency response protocols [21][22]. Group 7: International Cooperation - Encouraging enterprises to tailor AI solutions for different international markets and participate in global AI discussions [22][24]. - Building international cooperation platforms to enhance collaboration and share best practices in AI development [22][24]. Group 8: Support Measures - Establishing a collaborative framework among various stakeholders to promote the "AI + Manufacturing" initiative, ensuring resource allocation and investment in relevant technologies [24][25]. - Implementing large-scale demonstration actions for new technologies and products to stimulate market demand and innovation [24][25].

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, aiming for significant improvements by 2028 in various sectors through upgraded infrastructure, data model interoperability, innovative application modes, and a cohesive industrial ecosystem [1][2][3]. Summary by Sections Overall Requirements - The action plan aims to deepen the integration of artificial intelligence in the industrial sector, enhancing the competitiveness of the information and communication industry and supporting the transition to a higher-end global value chain by 2028 [3]. Infrastructure Upgrade Actions - Accelerate the intelligent upgrade of industrial networks using technologies like 5G, edge computing, and cloud control to meet new industrial demands [4]. - Improve the intelligence level of industrial internet platforms by leveraging deep learning and low-code technologies to enhance resource allocation and application development [5]. - Strengthen the supply of industrial computing power by integrating industrial internet with various computing centers and promoting the deployment of intelligent devices [6]. Data Model Interoperability Actions - Encourage the sharing of industrial data across various sources and establish a national industrial data directory to enhance data collaboration and analysis [7]. - Support the construction of high-quality industry data sets to meet the needs of industrial model training and application [8]. - Enhance the efficiency of industrial model development and deployment by standardizing and encapsulating industrial knowledge and processes [9]. Application Mode Innovation Actions - Promote the transformation of application modes in industries by utilizing industrial internet to streamline data flows between production and consumption, enhancing intelligent analysis and decision-making capabilities [10]. - Accelerate the promotion of industrial internet applications in key industries, providing guidelines and resources for digital transformation [11]. Industrial Ecosystem Integration Actions - Foster the development of intelligent solution providers by encouraging collaboration among industrial enterprises, internet companies, and AI firms [13]. - Support innovation in technology products, focusing on the intelligent upgrade of industrial communication and control systems [14]. - Optimize public service capabilities to provide low-cost intelligent services to small and medium-sized enterprises [14]. Guarantee Measures - Strengthen coordination for the integration of industrial internet and AI, encouraging local governments to develop supportive policies and funding mechanisms [15].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the integration of AI and industrial sectors, thereby accelerating the transformation towards a new type of industrialization and improving the competitiveness of the information and communication industry by 2028 [2][9]. Summary by Sections Overall Requirements - The plan emphasizes the deep integration of information technology and industrialization, targeting the implementation of "AI+" in industrial applications, with a goal to significantly enhance the integration level of industrial internet and AI by 2028. It aims to support the upgrade of at least 50,000 enterprises in key industries such as raw materials, equipment manufacturing, consumer goods, and electronic information [9][10]. Infrastructure Upgrade Action - The plan includes actions to upgrade industrial networks, focusing on the integration of control, computing, and networking capabilities. It encourages the use of advanced technologies like 5G, edge computing, and cloud control to enhance industrial network capabilities [10][11]. - It aims to improve the intelligence level of industrial internet platforms, promoting the development of industrial applications based on AI technologies [11][12]. Data Model Interoperability Action - The plan stresses the importance of industrial data sharing and governance, advocating for the establishment of a national industrial data directory and enhancing the connectivity of heterogeneous industrial data [13][14]. - It encourages the development of high-quality industry data sets to support AI applications in industrial settings [14][15]. Application Model Renewal Action - The plan promotes the transformation of application models in industrial enterprises, encouraging the adoption of platform-based design, intelligent production, and digital management to enhance operational efficiency [16][17]. - It aims to establish a resource pool for solution development and promote typical cases of integration between industrial internet and AI [17][18]. Industrial Ecosystem Integration Action - The plan focuses on nurturing key enterprises and encouraging the development of intelligent system integration capabilities among solution providers. It supports the transition of industrial internet solution providers to intelligent solution providers [18][19]. - It promotes innovation in technology products, particularly in industrial communication chips and sensors, to enhance the overall industrial ecosystem [19][20]. Guarantee Measures - The plan calls for coordinated efforts to support the integration of industrial internet and AI, encouraging local governments to develop tailored policies and funding mechanisms to facilitate this integration [20].

Core Viewpoint - Morgan Stanley has raised the target price for CIMC Enric (03899) from HKD 9 to HKD 12, maintaining an "Overweight" rating based on increased profit forecasts for fiscal years 2025 to 2028 and an elevated target valuation multiple [1] Financial Projections - Profit forecasts for fiscal years 2025, 2026, 2027, and 2028 have been adjusted upwards by 3%, 10%, 14%, and 16% respectively [1] - The target valuation multiple has been increased from 11 times to 13.5 times [1] Business Segments Performance - The company is expected to demonstrate strong execution in the green methanol, coke oven gas, and shipbuilding sectors, which are projected to contribute 32%, 40%, and 56% of net profit respectively from 2025 to 2027 [1] - The drag from traditional non-clean energy businesses on 2026 performance is expected to decrease, leading to an improved revenue structure and enhanced gross margins [1] Growth Outlook - Overall, these factors are anticipated to support a compound annual growth rate (CAGR) of 20% in profits from 2025 to 2028 [1]