《通知》要求，要积极推动产业集群、高新区依托本地优势，培育建设一批细分行业产业大脑，河北省 工业和信息化厅统筹建设河北省产业大脑能力中心，构建省级工业产业数据仓，为各行业产业大脑提供 共性技术支撑服务、为政府部门提供智能决策服务。支持平台企业、数字化转型服务商、服务机构积极 参与各地行业产业大脑建设，为企业提供数字化转型诊断评估、项目实施、监理验收等服务。 在推动产业大脑赋能方面，《通知》提出，要推动产业集群内企业与行业产业大脑进行链接，围绕研发 设计、生产制造、质量检验、仓储物流、经营管理等方面，推动企业与行业产业大脑进行数据共享和服 务交互，助力企业打造"共享工厂"。充分发挥河北省数字经济联合会、河北省制造业数字化转型专家委 员会等服务机构作用，为全省行业产业大脑建设和赋能提供高质量规划指导和咨询服务。 《通知》提出，河北将强化发展要素保障，鼓励各市加大对产业大脑建设的支持力度，鼓励各地加强对 产业大脑专业人才的培养，不断提升运营人员业务素养。通过"揭榜挂帅"形式培育面向细分行业的产业 大脑，促进全省产业大脑服务水平整体提升。加强对产业大脑建设的指导，推动本地资源的整合汇聚， 为产业大脑的运营提供保障服务 ...

Core Viewpoint - The article outlines the Henan Provincial Government's comprehensive policy measures aimed at reducing operational costs for enterprises across various dimensions, including R&D, transformation, human resources, funding, energy, logistics, land use, import/export, and operational costs, to promote high-quality development [2][5][6]. Group 1: R&D Cost Reduction - The policy encourages key industry chain enterprises to collaborate with research institutions to establish provincial manufacturing innovation centers, providing a subsidy of 30% of actual investment in technology introduction and research equipment, capped at 5 million yuan [2][7]. - For the first set of major technical equipment and new materials developed by enterprises, a reward based on a certain percentage of sales is available, with a maximum of 5 million yuan per enterprise annually [2][7]. - Support for key core technology projects includes a subsidy of 30% of the approved total investment, with a maximum of 20 million yuan per project [2][7]. Group 2: Transformation and Upgrade Cost Reduction - The policy includes loan interest subsidies for equipment updates and financing leasing support, with a 15% subsidy for major technical transformation projects exceeding 50 million yuan, capped at 10 million yuan [3][7]. - Digital transformation initiatives are supported, including subsidies for industrial internet platform construction, with a maximum of 5 million yuan [3][7]. - Green transformation projects recognized as national-level green factories can receive a subsidy of 20% of actual investment in equipment and software, up to 5 million yuan [3][7]. Group 3: Human Resource Cost Reduction - Social insurance subsidies are available for enterprises hiring unemployed individuals, covering the actual social insurance contributions made by the employer [8]. - A stable employment return policy allows enterprises that maintain employment levels to receive a return of 30% for large enterprises and 60% for small and micro enterprises on their unemployment insurance contributions [8]. - A one-time expansion subsidy of 1,500 yuan per person is available for enterprises hiring recent graduates or unemployed youth [8]. Group 4: Funding Cost Reduction - The policy aims to enhance credit services for small and micro enterprises, with a target of 160 billion yuan in new loans for technology enterprises in 2025 [9][10]. - Tax incentives include VAT refunds and deductions for R&D expenses, as well as exemptions from certain taxes for small loans to micro enterprises [10]. - Measures to clear overdue payments to small and medium enterprises are emphasized, ensuring timely payments from state-owned enterprises [10][11]. Group 5: Energy and Logistics Cost Reduction - The policy promotes the use of renewable energy sources and aims to reduce electricity and water costs through various measures, including direct supply trials for large users [11]. - Logistics cost reductions include toll exemptions for hydrogen and electric trucks and subsidies for updating older vehicles [11][12]. Group 6: Land Use and Import/Export Cost Reduction - The policy encourages the use of standard land supply for industrial use and supports flexible land leasing arrangements [12][13]. - Measures to enhance customs efficiency and support for import/export enterprises are outlined, including simplified procedures and financial support for certifications [13][14]. Group 7: Operational Cost Reduction - The article emphasizes improving service quality for enterprises through streamlined administrative processes and enhanced support for industrial parks [13][14]. - Initiatives to establish modern enterprise systems and training programs for private enterprises are also highlighted [14].

Core Insights - Qiyun Technology is a leading company in the autonomous industrial internet sector, showcasing its NeuSeer platform's innovative applications in high-energy-consuming industries through integrated virtual power plants [1][5] - The NeuSeer platform has evolved from version 1.0 to 3.0, transitioning from project customization to productization and industry integration, enhancing its competitive edge [1][7] - The platform plays a crucial role in energy management and carbon neutrality by utilizing advanced technologies like digital twins for unified platform management and intelligent energy management [1][5] Summary by Sections NeuSeer Platform Development - NeuSeer platform started with version 1.0 focusing on specific project needs, which had limitations in customization and data processing [1] - Version 2.0 marked the transition to productization, establishing a complete product line with applications in companies like CRRC [1][3] - In version 3.0, the platform emphasizes industry solutions, algorithm models, and ecosystem building, enhancing cloud-edge collaboration and ecological cooperation [1][7] Application Cases - The NeuSeer platform has been applied in various scenarios, including integrated operation services for a coal chemical group, optimizing energy management and operational efficiency [3][5] - In the refining industry, a smart factory utilized the NeuSeer platform to manage 14 business centers, integrating energy management seamlessly into production processes [3][5] Technological Innovations - NeuSeer platform continuously enhances its vertical application capabilities in high-end manufacturing through algorithm optimization and model upgrades [7] - The platform's success in energy management demonstrates its potential in driving industrial digital transformation [5][7] Industry Standards and Contributions - Qiyun Technology is among the first batch of autonomous industrial internet leaders in China, participating in the formulation of multiple national standards and industry white papers [10]

Group 1 - The core focus of the report is on the application of the NeuSeer industrial internet platform by Qiyun Technology in the high-energy-consuming industrial sector, specifically in the integrated virtual power plant for source-network-load-storage [1] - Qiyun Technology is recognized as a leading domestic industrial internet enterprise, participating in the formulation of multiple national standards, and the NeuSeer platform has evolved from version 1.0 to 3.0 [1][9] - The NeuSeer platform's development stages include: 1.0 focusing on project needs with issues in customization and data processing; 2.0 transitioning to productization with a complete product line; and 3.0 emphasizing industry-specific solutions, algorithm models, and enhanced collaboration [1][11] Group 2 - The integrated virtual power plant supported by a smart "energy brain" coordinates distributed energy clusters internally and participates in electricity trading externally [1] - The industrial internet plays a crucial role in connecting, gaining insights, and optimizing operations through technologies like digital twins, facilitating the digitalization of assets and operations, and contributing to carbon neutrality [1] - Application cases include comprehensive operations for solar-storage-charging-usage services, energy transition strategies for a coal chemical group, and optimization models for wind-solar-storage-hydrogen microgrids [1] Group 3 - In the future, Qiyun Technology will focus on high-end manufacturing and leverage various technological advancements to develop vertical applications and build ecosystems to promote the digital transformation of smart energy [2] - The NeuSeer platform aims to provide industry-specific applications and solutions, enhancing the integration of energy and industrial services [6][25] - The platform supports a wide range of industries, including manufacturing, energy, rail transit, and oil and gas, with applications in predictive maintenance, intelligent management, and real-time production decision-making [26]

Core Insights - Haier Group's COSMOPlat industrial internet platform launched two large models at the 2025 World Artificial Intelligence Conference: the Kaos Tianzhi Petrochemical Model and the Kaos Tianzhi Energy Carbon Model, both featuring trillion-parameter capabilities [1][2] Group 1: Petrochemical Model - The Kaos Tianzhi Petrochemical Model covers the entire oil and gas industry chain, facilitating a shift from mass production to mass customization for chemical enterprises [1] - The model has been implemented in companies like Yanchang Petroleum, achieving over 50% improvement in production efficiency and over 70% enhancement in fault diagnosis and handling efficiency [1] - It has developed 38 intelligent assistants for various operational scenarios, significantly reducing the workload of frontline experts by increasing intelligent decision-making capabilities by 90% [1] Group 2: Energy Carbon Model - The Kaos Tianzhi Energy Carbon Model integrates algorithms for machine inspection and utilizes AI for natural language interaction to enhance user management efficiency and rapid data anomaly diagnosis [2] - The model aims to improve operational efficiency of energy equipment and promote energy conservation and emission reduction through intelligent group control [2] - Both models are based on the Kaos Tianzhi industrial model technology and have been successfully applied across nine industries and 45 high-value scenarios [2] Group 3: Future Developments - COSMOPlat aims to continue exploring new technologies, scenarios, and practices to unlock the true value of industrial AI [2]

截至2025年8月11日 11:30，中证工业互联网主题指数(931495)强势上涨1.43%，成分股大族激光(002008) 上涨10.00%，烽火通信(600498)上涨5.72%，水晶光电(002273)上涨5.14%，亿纬锂能(300014)，亨通光 电(600487)等个股跟涨。工业互联ETF(159778)上涨1.49%，最新价报0.89元。 工业互联ETF(159778)，场外联接A：021082；联接C：021083；联接I：022883。 工业互联ETF紧密跟踪中证工业互联网主题指数，中证工业互联网主题指数选取50只涉及工业互联网硬 件制造、软件开发和应用服务等业务的上市公司证券作为指数样本，以反映工业互联网主题上市公司证 券的整体表现。 数据显示，截至2025年7月31日，中证工业互联网主题指数(931495)前十大权重股分别为工业富联 (601138)、宁德时代(300750)、北方华创(002371)、科大讯飞(002230)、汇川技术(300124)、海康威视 (002415)、豪威集团(603501)、比亚迪(002594)、国电南瑞(600406)、兆易创新(603986)，前十 ...

Core Insights - The report highlights that urban areas are crucial for regional economic development, acting as innovation hubs and core engines for economic growth [1] - From 2020 to 2024, China's urban GDP is projected to grow from 45.2 trillion yuan to 57.2 trillion yuan, with an average annual growth rate of 6.1% [1] - The number of "billion-yuan urban areas" is expected to increase from 111 in 2020 to 171 in 2024, with an average addition of 15 new "billion-yuan urban areas" each year [1] Economic Performance - The report indicates that the number of "billion-yuan urban areas" will rise from 156 in 2023 to 171 in 2024, with 16 areas breaking the billion-yuan threshold for the first time [4] - Urban areas with GDP exceeding 200 billion yuan and 300 billion yuan have also increased, reaching 45 and 22 respectively [4] - The total GDP of the 45 "two-thousand-billion urban areas" is projected to reach 14.7 trillion yuan, accounting for 46.8% of the total GDP of the 171 "billion-yuan urban areas," reflecting a 1% increase from the previous year [4] Regional Rankings - In 2024, the top-ranked urban areas by GDP in Shenzhen include Nanshan District (9500.97 billion yuan), Futian District (5948.82 billion yuan), Longgang District (5901.27 billion yuan), and Bao'an District (5300.43 billion yuan) [2][8] - Nanshan District has maintained its top position for nine consecutive years, with its GDP approaching one trillion yuan [8] - The second tier consists of 17 urban areas with GDP between 300 billion and 500 billion yuan, with notable growth in several districts [9] Innovation and Development Trends - The report identifies six new trends in the development of China's top urban areas, including a shift from technology catch-up to original innovation leadership [12] - Shenzhen's Longgang District is highlighted for its industrial internet innovation center and global R&D center, fostering a cluster development model [12] - Bao'an District focuses on "smart manufacturing" and has nurtured 7229 national high-tech enterprises, emphasizing the importance of technology in setting industry standards [13] Recommendations for High-Quality Development - The report suggests five key pathways for promoting high-quality urban economic development, including deep integration of "science and technology + industry," strengthening advanced manufacturing, and fostering urban renewal [13]

Group 1 - The People's Bank of China and other departments issued guidelines to support new industrialization through financial means, focusing on key technology breakthroughs and long-term financing [1][12][14] - Financial institutions are encouraged to provide support for core technology breakthroughs, including green channels for financing through stock issuance and bond offerings [1][18] - Emphasis on promoting first sets of equipment and materials with increased financial backing [1] Group 2 - Capital investment in hard technology should be patient, with initiatives like monthly investment roadshows and nurturing of specialized small and medium enterprises for listing [2][20] - High-level talent entrepreneurship will receive comprehensive financial services, including credit and financial advisory [2][20] Group 3 - Traditional industries will see diversified financing channels, with banks increasing credit support for high-end, intelligent, and green transformations [3][25] - Companies can utilize financing leasing to update equipment and can securitize related debts [3][26] Group 4 - Emerging industries such as information technology, new energy, and biomedicine will have access to multi-tiered capital markets for financing [4][32] - Long-term funds from government investment funds and insurance will focus on future manufacturing and energy sectors [4][32] Group 5 - Financing for small and medium enterprises will reduce reliance on guarantees, utilizing data and asset credit for financing services [5][41] - A national credit information platform for small and micro enterprises is being established to facilitate first-time borrowers [5][41] Group 6 - Financial tools will be aligned with green transformation, supporting high-carbon industries in their transition to low-carbon projects [6][35] - Green credit and bonds will be directed towards environmental protection and energy-saving initiatives [6][36] Group 7 - Digital infrastructure projects like 5G and industrial internet will receive long-term loans and financing through leasing and asset securitization [7][39] - Banks are encouraged to build digital platforms for one-stop services in financing and settlement [7][39] Group 8 - Financial institutions must monitor fund usage to prevent misuse and ensure risk management [8][73] - Joint assessment of industrial and financial risks will be implemented to share high-risk information promptly [8][73]

截至2025年8月6日 09:47，中证工业互联网主题指数(931495)下跌0.10%。成分股方面涨跌互现，高德红 外(002414)领涨6.69%，紫光国微(002049)上涨1.51%，网宿科技(300017)上涨1.35%；工业富联(601138) 领跌1.85%，均胜电子(600699)下跌1.21%，瑞芯微(603893)下跌1.14%。工业互联ETF(159778)最新报价 0.88元。 消息面上，继八部门印发《机械工业数字化转型实施方案》，8月5日，七部门印发《关于金融支持新型 工业化的指导意见》强调推进新型工业化，到2027年，支持制造业高端化智能化绿色化发展的金融体系 基本成熟。引导银行为集成电路、工业母机、医疗装备、服务器、仪器仪表、基础软件、工业软件、先 进材料等制造业重点产业链技术和产品攻关提供中长期融资。 机构指出，连续出台多项重磅政策赋能智能制造，AI+工业制造是高质量发展的必然要求，是目前"人 工智能+"落地后的第一个细分领域。 工业互联ETF紧密跟踪中证工业互联网主题指数，中证工业互联网主题指数选取50只涉及工业互联网硬 件制造、软件开发和应用服务等业务的上市公司证券作为指数 ...

Core Viewpoint - The People's Bank of China and six other departments have jointly issued the "Guiding Opinions on Financial Support for New-Type Industrialization," which aims to enhance financial support for key industries and promote technological innovation and industrial upgrading [1][12]. Group 1: Financial Support for Key Industries - Financial institutions are encouraged to provide medium- and long-term financing for key manufacturing sectors such as integrated circuits, industrial mother machines, medical equipment, servers, and advanced materials [5][14]. - The policy aims to enhance the financing accessibility for small and micro enterprises in the manufacturing sector [6][20]. Group 2: Support for Emerging Industries - The guidance supports financing for emerging industries like new-generation information technology, smart vehicles, renewable energy, and biomedicine in multi-tiered capital markets [7][18]. - It emphasizes the importance of long-term capital and patient investment to accelerate the transformation of technological achievements into commercial applications [15][18]. Group 3: Enhancing Financial Services for Traditional Manufacturing - Financial institutions are directed to optimize credit policies to support the high-end, intelligent, and green development of traditional manufacturing [17][24]. - The guidance encourages the use of diverse financial tools, including loans, bonds, and insurance, to support the digital transformation of manufacturing enterprises [17][24]. Group 4: Green Finance and Sustainable Development - The policy promotes the establishment of a financial standard system to support the green and low-carbon transformation of high-carbon industries [19][26]. - It encourages the development of green financial products and the application of green credit and bonds in manufacturing [19][26]. Group 5: Strengthening Digital Financial Services - Financial institutions are urged to leverage technologies like big data and blockchain to enhance service efficiency for manufacturing, especially for small and medium-sized enterprises [20][21]. - The guidance supports the construction of digital financial service platforms to facilitate financing and cash management for the manufacturing sector [20][21]. Group 6: Policy Coordination and Risk Management - The document emphasizes the need for coordination between financial and industrial policies to create a supportive environment for new-type industrialization [26][27]. - It calls for the establishment of a joint risk assessment mechanism to monitor and manage financial risks associated with industrial projects [27][28].