特别报道 2025年10月9日 星期四 · 强国建设筑牢现代化根基 制造强国 : 从规模领先到实力领跑 业和高技术制造业 18.7%,占规上工业比重分 ┣妈,通过全力实】 解 重点产业链目主可控水平稳 研究院院长赵刚分析 业体系注 通过扎实推进 制造工程,我国建成 470 合/ 力 绿色转型更普及 绿色船舶等绿色产品也得到大 键起更紧密的产 理需求对接和产 院从不见力况 实數融合更深入 本州非各产业,总理云洲热维存 血炸来ENS (IF k加速应用排厂 "密场上跑起来"向"家庭里用 业数字化转 国培育具有 一定影响力的工业互联网平 40家,重占坚合流接设备超过1亿台(查),脸 发展的安伟国参描画 2024年,我国废贫 面料利用可本分 本到世界前) ル传热画品開 影的同时,也为全球绿色转型作出 赵刚表示,"十四五"期间,我国制造业 展底负更足 做强龙头做全链条做优生态 制造业增加值占全球比重已接近30%，总体规模连续15年保持全球第一；制造业门类体 系完整优势更加明显，在全世界504种主要工业产品中，我国大多数产品产量位居世界第 制造业是国家经济命脉所系，是立国之本、强国之基。2020年至2024年，我国全部工 ...

欢迎扫描下方二维码关注： 基本政策内容 0 1 企业开展研发活动中实际发生的研发费用，未形成无形资产计入当期损益的，在按规定据实扣除的基础上，自2023年1月1日起，再 按照实际发生额的100%在税前加计扣除；形成无形资产的，自2023年1月1日起，按照无形资产成本的200%在税前摊销。 集成电路企业和 工业母机企业 开展研发活动中实际发生的研发费用，未形成无形资产计入当期损益的，在按规定据实扣除的基础 上，在2023年1月1日至2027年12月31日期间，再按照实际发生额的120%在税前扣除；形成无形资产的，在上述期间按照无形资产成本 的220%在税前摊销。 享受时点 0 2 （1）企业7月份预缴申报第2季度（按季预缴）或6月份（按月预缴）企业所得税时，能准确归集核算研发费用的，可以结合自身生 产经营实际情况，自主选择就当年上半年研发费用享受加计扣除政策。 对7月份预缴申报期未选择享受优惠的企业，在10月份预缴申报或年度汇算清缴时能够准确归集核算研发费用的，可结合自身生产 经营实际情况，自主选择在10月份预缴申报或年度汇算清缴时统一享受。 （2）企业10月份预缴申报第3季度（按季预缴）或9月份（按月预缴）企 ...

利好政策不断！ 落实好首台（套）重大技术装备推广应用相关政策，组织开展"工业母机+"百行万企产需对接活动、"机 器人+"应用行动，加快创新成果规模化应用。编制工业母机、机器人、仪器仪表等应用推广目录，推 动智能制造装备在汽车、电子信息、航空航天、船舶与海洋工程、轨道交通、清洁能源、农业、建筑、 采掘等领域规模化应用。 9月29日A股收盘后，工信部等六部门印发《机械行业稳增长工作方案（2025—2026年）》。其中提 出，推进制造业高质量发展行动，在工业母机、农机装备、仪器仪表、工业机器人、轨道交通装备、医 疗装备等领域，尽快形成一批标志性成果。 面向全球科技创新趋势和未来产业发展需求，突破发展智能机器人等高端装备。组织开展"工业母机 +"百行万企产需对接活动、"机器人+"应用行动。编制工业母机、机器人、仪器仪表等应用推广目录。 二级市场上，机器人概念股今日表现活跃，截至收盘，领益智造（002600）、万向钱潮（000559）、日 盈电子（603286）、景兴纸业（002067）等近20只相关概念股涨停或涨超10%。 值得关注的是，近期，一系列产业支持政策陆续出台，涉及汽车行业稳增长工作方案、钢铁行业稳增长 工 ...

Core Viewpoint - The document outlines a plan for the mechanical industry aimed at stabilizing growth from 2025 to 2026, emphasizing the support for enterprises to strengthen and expand through various policy channels and resources [1] Group 1: Support for Enterprises - The plan proposes utilizing national production and finance cooperation platforms and industrial development funds to support enterprises in becoming stronger, better, and larger [1] - It aims to cultivate several world-class enterprises in fields such as construction machinery and rail transit equipment [1] Group 2: Development of High-tech Enterprises - The initiative focuses on nurturing high-tech enterprises, single champion enterprises, and specialized "little giant" enterprises in sectors like industrial mother machines, agricultural machinery, instruments, robots, medical equipment, and basic components [1] - The plan also aims to develop a number of gazelle and unicorn enterprises within the industry [1] Group 3: Industry Organization and Globalization - The plan supports industry organizations in cultivating the top 100 mechanical and component enterprises [1] - It encourages equipment enterprises to engage in reasonable and orderly cross-border layouts, establishing overseas collaborative R&D and after-sales service bases to build a global production and service system [1]

Core Insights - The 25th China International Industry Fair showcased over 3,000 exhibitors from 28 countries, with more than 780 industrial enterprises from Jiangsu participating, highlighting the region's innovation and competitiveness in manufacturing [1][2] - Jiangsu's small and medium-sized enterprises, such as Changzhou Weiyi Intelligent Manufacturing, are gaining recognition for their advanced technologies and products, demonstrating a strong commitment to innovation [1][2] Group 1: Technological Innovations - Over 1,000 new technologies and products were launched at the fair, with professional audience attendance reaching 224,000, an 11% increase from the previous year [2] - Changzhou Weiyi Intelligent Manufacturing unveiled its "ChuangTRON" flexible production line, featuring eight intelligent robots capable of performing multiple tasks, significantly improving efficiency and flexibility in manufacturing [2][3] - The introduction of AI-driven handheld terminals for label recognition has achieved a 99.99% accuracy rate, addressing supply chain challenges [4] Group 2: Strategic Collaborations - Nanjing Lanhai Intelligent announced a global strategic partnership with Saviani, creating a new brand "Metevo" for the international market, showcasing China's manufacturing capabilities [6] - The collaboration model of local R&D and international sales is being rapidly adopted across Jiangsu's manufacturing sector, enhancing global competitiveness [7] Group 3: Industry Growth and Performance - Jiangsu's high-tech manufacturing sector experienced a growth rate of 10.7% from January to August, with equipment manufacturing contributing 68.8% to this growth [9] - Specific sectors such as semiconductor equipment manufacturing and lithium-ion battery production saw growth rates of 13.2% and 12.4%, respectively, indicating robust demand and innovation [9] Group 4: Ecosystem and Global Competitiveness - The ecosystem in Jiangsu, characterized by collaboration between large and small enterprises, is enhancing the region's global competitiveness [8] - Innovations in precision control technology and high-precision measurement products are positioning Jiangsu as a leader in strategic fields like semiconductors and aerospace [8][9]

格隆汇9月26日｜A股市场工业母机概念股普跌，其中，鼎泰高科跌超8%，合锻智能跌超7%，联赢激 光、嵘泰股份跌超5%，大族数控、大族激光、华工科技、凯格精机、宁波精达、蓝英装备、汇川技 术、创世纪跌超4%。 ...

Group 1 - The 2025 China International Industrial Expo showcases nearly 300 global debuts and 200 Chinese firsts in advanced equipment, highlighting the innovation wave in China's high-end manufacturing sector [1] - Shanghai is establishing a new paradigm of "tiered matching" in manufacturing, addressing key challenges and providing a model for the global value chain [1][6] - The expo features significant breakthroughs in core components, with domestic products now leading in areas previously dominated by imports, such as the first autonomous nuclear-grade digital control platform [2][3] Group 2 - The "Siyuan Smart Control" intelligent machine tool, referred to as "industrial autonomous driving," allows for autonomous path planning and parameter adjustment, significantly improving efficiency [3] - The introduction of a 5-ton heavy-duty industrial robot marks a breakthrough in the load capacity of domestic robots, filling a gap in the market [3] - Shanghai's "20035" project aims to establish 200 smart factories and 20 benchmark factories by 2025, enhancing the shift from "Shanghai manufacturing" to "Shanghai intelligence" [4][5] Group 3 - The integration of policy support and practical applications is driving the successful transition of technology from laboratories to market [4][5] - The Shanghai Electric project demonstrates the conversion of agricultural waste into green methanol, showcasing innovative technology in sustainable manufacturing [5] - The manufacturing industry in Shanghai is characterized by a collaborative ecosystem that connects innovation, industry, and market, enhancing the overall competitiveness [6]

创新平台建设更"快"了。四川高质量建设国家超高清视频创新中心，成功研制磐石一号光学防抖模组等 一批自主可控、首台套成果。培育了34家产业技术基础公共服务平台，布局建设了人形机器人、工业云 制造等17家省级制造业创新中心，数量增长近3倍。 成果转化机制更"活"了。四川省组织实施"企业找技术"揭榜挂帅，成功揭榜项目67个。重点培育省级制 造业中试平台194家，其中16家入选国家培育名单，入选数量居全国第五。选聘高校院所优秀人才赴企 业担任"技术总师"，为企业开展研发攻关、成果转化和人才培养"铺路架桥"。 新应用新场景更"广"了。四川省落实"首台套首批次首版次"政策，高端能源、工业母机等重大装备形成 示范应用。实施制造业智改数转行动，布局发展卫星网络、无人机等25个新赛道产业，近两年四川省新 兴产业增加值年均增速超过20%。 （文章来源：新华财经） 新华财经成都9月25日电（记者袁波）四川省政府新闻办25日举行"决胜'十四五' 续写新篇章"系列主题 新闻发布会第二场。四川省经济和信息化厅副厅长曾吉明在会上透露，"十四五"以来，四川省规上工业 企业研发投入增长了50%，高技术制造业增加值年均增速超过10%。 曾吉明表 ...

Core Viewpoint - Huachen Equipment, as a leading enterprise in the domestic roller grinding machine industry, is benefiting from dual drivers of equipment upgrades in the industrial sector and the domestic substitution of high-end equipment [1] Group 1: Industry Insights - The Ministry of Industry and Information Technology's implementation plan for promoting equipment upgrades in the industrial sector emphasizes the replacement of outdated machine tools, which directly supports the demand for Huachen Equipment's services [1] - The company's maintenance and renovation business achieved revenue of 0.33 billion yuan in the first half of 2025, marking a significant year-on-year increase of 212.79% [1] Group 2: Company Performance - As of the first half of 2025, Huachen Equipment's contract liabilities stood at 2.42 billion yuan, showing a slight decrease from the beginning of the year but still indicating a strong order backlog and resilient demand for its main business [1] - The integrated business model of equipment, services, and intelligent manufacturing is expected to smooth out the cyclical fluctuations in equipment sales, providing new momentum for the company's performance growth [1] Group 3: Investment Outlook - Huachen Equipment is well-positioned to benefit from the wave of domestic substitution and equipment upgrades, along with successful technological breakthroughs that have opened up high-end markets such as robotic screw rods [1] - The company has been given a "buy" investment rating based on its strong market position and growth potential [1]

为贯彻落实工信部《"工业母机+"百行万企产需对接活动实施方案》要求，促进上海市工业母机企业与 上下游企业的深度融合与发展，9月23日第二十五届中国国际工业博览会开展首日，由上海市经济和信 息化委员会指导、上海电气主办的2025"工业母机+"百行万企产需对接活动(上海站)在国家会展中心(上 海)举行。 活动现场共发布100项需求清单与200项供给清单，涵盖航空、航天、航发、新能源汽车、工程机械、机 器人等多场景领域，促进大中小企业融通发展。 上海电气集团党委副书记、总裁朱兆开表示，上海电气将持续践行本次活动宗旨，继续发挥"主机企业 +应用场景"的优势，把智能技术与工业母机深度融合作为主攻方向，努力构筑畅通稳定的产业链，为 上海工业母机产业高质量发展，展现国企担当，贡献国企力量。 活动现场。(受 访者供图) 活动现场。(受 访者供图) 上海市政府副秘书长、市经信委主任张英表示，工业母机是现代化产业体系的核心枢纽和制高点，上海 要始终保持战略定力，通过"三项强化"，即强化产业创新质效，构建以企业为主体、产学研深度融合的 协同创新格局，实施"工业母机+"专项行动，加快标志性产品攻关突破；强化"AI+"融合赋能，抢抓智 ...