容知日新公告称，2025年度营业总收入64,559.80万元，同比增长10.60%；归属于母公司所有者的净利 润8,390.87万元，同比下降21.96%。报告期末总资产144,891.55万元，较期初增长15.36%；归属于母公 司的所有者权益110,374.81万元，较期初增长5.16%。营业利润和利润总额同比分别下降32.70%、 33.91%，主要因公司处于AI能力体系重构与产业升级窗口期，主动实施前瞻性战略投入，短期内影响 利润，但将提升长期价值。 ...

（左上）在武汉，人形机器人现场表演踢足球。 新华社记者 肖艺九摄 （右下）在位于京津中关村科技城的天津新松智能科技有限公司，工作人员正操控一台矿井巡查机器人。 新华社记者 孙凡越摄 全球人工智能技术迭代创新按下"快进键"，与各行业各领域的融合应用持续拓展深化。近日，工业和信息化 部等8部门发布《"人工智能+制造"专项行动实施意见》（下称《实施意见》），加快推进人工智能技术在制 造业中融合应用，培育新质生产力，全方位、深层次、高水平赋能新型工业化。 专家认为，以大模型为代表的新一代人工智能技术加速突破，为制造业转型升级提供了前所未有的历史机 遇。推动人工智能与制造业深度融合，是重塑制造业竞争优势、加快建设制造强国的关键一招，更是培育新 质生产力、构建现代化产业体系的战略举措。 重塑产业竞争格局 "当前，人工智能技术正对制造业生产模式和经济形态产生深远影响。"中国互联网络信息中心主任、党委书 记刘郁林表示，《实施意见》的发布标志着我国人工智能在制造业的应用正从局部试点向全面赋能的新阶段 迈进。 据有关机构测算，2025年我国人工智能企业数量超过6000家，核心产业规模预计突破1.2万亿元。AI手机、AI 电脑、A ...

落实中央决策部署，各地谋新招出实策—— （来源：工人日报） 2月24日，正月初八，开工! 春节假期后，多地吹响奋进号角，重大项目开工蹄疾步稳，企业生产线开足马力赶订单、保供应，"十 五五"开局之年，奋力跑出万马奔腾的昂扬气势。 凝心聚力，绘就全年"施工图" 正月初八，岭南春早。2026年广东省高质量发展大会如约而至，这是广东连续四年在春节后首个工作日 举办高质量发展大会。 从明确"再造一个新广东"的目标，到创新驱动、现代化产业体系建设，再到今年"制造业与服务业协同 发展"，广东"新春第一会"的主题年年深入，一以贯之推动高质量发展。 春节假期节后首日，多地"新春第一会"召开，以"开局即冲刺"的姿态绘就全年"施工图"，为高质量发展 部署"任务书"。 江淮腹地，合肥"新春第一会"聚焦"科技创新引领新质生产力发展"。科研人员、企业家、基层干部齐聚 一堂，共商创新之策。"'新春第一会'再次强调科技创新，让我们充满信心，新的一年企业将坚持以实 干争先，以创新赋能。"蔚来汽车创始人李斌说。 三湘大地，湖南省召开全省促进民营经济发展壮大暨企业服务年行动部署大会。今年湖南提出实施"企 业服务年"行动，将政府服务的触角延伸到每一 ...

Group 1 - The Tianhe District aims to achieve a GDP growth target of over 5% by 2026, with fixed asset investment exceeding 93 billion yuan and a growth rate of over 10% [1] - The district plans to enhance modern service industries, targeting an added value of 530 billion yuan with a growth rate of 5.5%, and aims for artificial intelligence industry revenue to exceed 62 billion yuan with a growth rate of 12% [1] - Tianhe District will focus on attracting 300 new industrial projects and nurturing 1,600 "Four Up" enterprises [1] Group 2 - Key development areas include the Guangzhou International Financial City, Guangtang Science and Technology Innovation City, and the Guangdong Olympic Cultural and Sports Event Demonstration Zone [2] - The district plans to accelerate the construction of 1 million square meters of science and technology innovation space and open 15 application scenarios [2] - The district aims to enhance the Guangdong Olympic Cultural and Sports Event Demonstration Zone by hosting over 50 concerts and 40 sports events this year [2] Group 3 - The district will strengthen the modern service industry by increasing licensed financial institutions to over 310 and leveraging significant funds for the real economy [3] - There will be a focus on developing industrial internet, industrial software, and digital creativity to better integrate production services into the manufacturing sector [3] - The Tianhe Road-Zhujiang New Town area will see over 300 special consumption activities and the construction of advanced manufacturing projects [3]

2月24日,全省高质量发展大会在广州召开。当天下午举行的"智能制造与工业互联网"分会场围绕加快构 建以先进制造业为骨干的现代化产业体系，深入探讨了智能制造与工业互联网的发展路径。 （文章来源：21世纪经济报道） ...

经过筹备A股上市一年并历经多期辅导后，海尔集团旗下的工业互联网独角兽——卡奥斯物联科技股份有限公司(下 称"卡奥斯")于2026年1月底正式"弃A转港"，向港交所递交了招股说明书。 依托海尔四十年的制造经验与大规模定制模式，卡奥斯打造了知名的COSMOPlat工业互联网平台。而在全球制造业加 速数智化升级的今天，这家拥有深厚制造基因的科技巨头，究竟能否通过资本市场的赋能，在工业AI时代确立其领先 地位？ BaaS引擎驱动的数智化跃迁 智通财经APP了解到，卡奥斯的底层竞争力并非源于实验室的纯粹算法，而是植根于海尔集团长达四十年的智能制造 实践与大规模定制经验。 其中，卡奥斯自主研发的COSMOPlat工业互联网平台，被公司定义为端云一体的数智化解决方案，通过BaaS(最佳业 务实践即服务)引擎，将工业知识、经验模型化与软件化。 从技术架构上看，卡奥斯搭建了从底层的物联感知的边缘计算，到中层的工业操作系统与工业大脑，再到上层的工业 智能软件的完整全栈能力。这种架构使其在捕捉2024年中国基于平台的工业数据智能解决方案市场中，以1.2%的份额 位居行业第一。 而与此同时，这种领先地位伴随着市场极度分散的现实，前三 ...

Core Viewpoint - Kaos IoT Technology Co., Ltd., a subsidiary of Haier Group, has officially shifted its IPO focus from A-shares to Hong Kong, aiming to leverage capital markets for growth in the industrial AI era [1]. Group 1: Company Overview - Kaos has developed the COSMOPlat industrial internet platform, which integrates 40 years of manufacturing experience and large-scale customization from Haier Group [1]. - The company holds a 1.2% market share in the platform-based industrial data intelligence solutions market in China for 2024, leading the industry [1][2]. Group 2: Business Model and Revenue Structure - Kaos's revenue is primarily derived from data intelligence solutions and IoT solutions, with the former focusing on smart and green manufacturing [2]. - In the first nine months of 2023 to 2025, IoT solutions contributed over 70% of revenue, but with a low gross margin of approximately 12.7%, impacting overall profitability [2][5]. - Data intelligence solutions, with a gross margin exceeding 30%, have increased their share from 18.3% in 2023 to 29.0% in the first nine months of 2025 [2]. Group 3: Financial Performance - The company's revenue for 2023, 2024, and the first nine months of 2025 was 4.994 billion, 5.069 billion, and 4.421 billion yuan, respectively [5]. - Kaos transitioned from a loss of 82.72 million yuan in 2023 to a profit of 65.14 million yuan in 2024, with profits rising to 176 million yuan in the first nine months of 2025 [5][6]. Group 4: Strategic Moves and Market Position - Kaos is enhancing its green manufacturing capabilities through acquisitions and divesting non-core assets, reflecting a strategy to optimize asset quality [4]. - The company is addressing its reliance on Haier Group, which accounted for 57.7% of its revenue in the first nine months of 2025, down from 72.2% in 2023 [6]. Group 5: Future Outlook - Kaos plans to use IPO proceeds to upgrade its industrial models and develop high-value industrial intelligence, aiming for a transition from equipment connectivity to value creation [7]. - The company is also focusing on expanding its overseas market presence, with overseas revenue reaching 709 million yuan in 2024, indicating a growing share of total revenue [7][8].

Core Viewpoint - Kaos Technology's IPO has shifted from A-shares to H-shares after five rounds of guidance, primarily due to its reliance on its parent company and significant related-party transactions, raising concerns about its operational independence [1][4]. Group 1: Company Overview - Kaos Technology, established in 2017, is a leading provider of industrial intelligent products and solutions in China, developing the COSMOPlat industrial internet platform [2][7]. - The company aims to raise funds for enhancing core platform capabilities, expanding market reach, and pursuing potential investments and acquisitions [1]. Group 2: Financial Performance - The company's revenue for the reporting periods was 49.94 billion, 50.69 billion, and 44.21 billion, with net profits of -0.75 million, 0.62 million, and 1.53 million respectively [2][3]. - The revenue from the top five customers accounted for approximately 81.7%, 80.2%, and 69.7% of total sales in 2023, 2024, and the first three quarters of 2025, indicating a high dependency on a limited customer base [3][4]. Group 3: Market Position and Competition - Kaos Technology ranks first in China's industrial data intelligence solutions market with a market share of 1.2%, despite the low percentage indicating a fragmented and competitive industry [9]. - The company's gross margin is relatively low at around 17% to 18%, compared to competitors like RootCloud, which has a gross margin of 40% to 50% [9][11]. Group 4: Related-Party Transactions and Governance - The company has significant related-party transactions, with over 50% of its revenue linked to its parent company, Haier Group, raising concerns about its operational independence [1][4]. - The governance structure includes multiple employee stock ownership platforms benefiting management, indicating potential conflicts of interest [15][16]. Group 5: Industry Context - The industrial internet platform sector in China is transitioning from a phase of high investment and scale expansion to a focus on sustainable development and profitability [13]. - Challenges such as market competition, underdeveloped service capabilities, and insufficient user demand hinder the profitability of industrial internet platforms in China [13].

当天下午，在高质量发展大会智能制造与工业互联网分论坛上，树根科技平台研发负责人沈春锋分享 了"工业互联网+人工智能双轮驱动解锁智能制造新范式"的主题交流。沈春锋表示，树根科技一直以来 秉承着"赋万物智能，助工业进步，创社会富足"的使命，已形成"企业大脑"和"机器人大脑"两大核心能 力。"企业大脑"致力于管理决策与流程的智能化，而"机器人大脑"则专注于生产装备与执行单元的自主 化。目前，树根科技已围绕工业场景研发了10个垂直领域的大模型，推动制造业从依赖"人工经验驱 动"，迈向"数据与智能双轮驱动"，助力实现高质量发展，推动工业高端化、智能化、绿色化发展。 值此同期，在高质量发展大会产业融合与政策创新分论坛的沙龙上，树根科技运营管理负责人郭向博提 到，广东省正在推进"链式数字化改造"，要破解中小企业"不敢转、不会转"的问题，核心在于"让转型 收益看得见，让转型门槛够得着"。基于近十年工业互联网和人工智能实践经验，树根科技可以通过龙 头企业的能力输出，形成可复制的行业标杆；再借助科技企业提供的轻量化、低成本技术模式，降低应 用门槛；最终在政府政策的引导与激励下，实现该模式在广大中小企业中的渐进式普及，通过这种方式 ...

在"数字经济与贸易新业态"分会场会议上，与会同志一致认为，广东加快发展数字贸易具备坚实基础和 先发优势，要积极迎接全球数字化浪潮，发挥广东科技创新优势、产业体系优势、市场空间优势、基础 设施优势，深入推进数字经济和实体经济互促双强、融合发展。要稳步扩大制度型开放，深入实施自贸 试验区提升战略，扎实落实广东省推进服务业扩大开放实施方案，加快建设国家数字经济创新发展试验 区。要加力推进贸易数字化，深化贸易领域数字技术应用，推动数字赋能产供链、赋能渠道、赋能品 牌，大力发展"跨境电商+产业带""跨境电商+海外仓"模式，培育更多享誉全球的广东品牌。要深入推进 数字贸易化，高水平建设国家和省级数字服务出口基地，支持有条件的区域创建国家数字贸易示范区， 实施好"服贸全球"计划，推动"广东创作"不断走向世界。 2月24日，全省高质量发展大会在广州召开。大会围绕产业融合与政策创新、科技与金融创新赋能产业 融合、智能制造与工业互联网、数字经济与贸易新业态、"百千万工程"县域产业融合与高质量发展等主 题举行了五场分会场会议，来自政商研学各界代表围绕主题进行深入研讨、集思广益，为广东以更大力 度推进制造业与服务业协同发展、加快建设 ...