百亿ETF数量达119只再创历史新高全市场ETF规模达5.69万亿 百亿ETF数量再创新高。截至最新，境内百亿ETF数量达到119只，新晋百亿ETF中，债券ETF是主流， 泰康科创债ETF、广发科创债ETF、工银科创债ETF以及中银科创债ETF等多只产品突破百亿。千亿ETF 阵营中，依然是华泰柏瑞、易方达、华夏、嘉实等4大沪深300ETF为首，以及华夏上证50ETF、南方中 证500ETF等6只。当前全市场ETF规模规模为5.69万亿，基金数量1368只，百亿级别以上ETF规模达到 4.28万亿，在全市场ETF规模中占比达75%。（智通财经） 报告：人形机器人六维力传感器市场进一步集中头部厂商市占率已超70% 高工机器人产业研究所（GGII）最新发布《2025中国人形机器人六维力传感器市场分析报告》显示， 随着人形机器人产业化进程加速，六维力传感器作为实现实时精准力控的关键部件，正迎来爆发式增 长。报告预测，今年中国人形机器人六维力传感器出货量预计1.23万台，同比激增510.1%。并且市场进 一步集中，头部企业蓝点触控市占率已超70%，达到72.6%。（新浪财经） 机构：三季度国内消费级AI/AR市场蓬勃发 ...

刘宁还来到新乡天力锂能股份有限公司、诚德能源科技装备有限公司，了解企业生产经营和锂电材料、 低温深冷设备等产品研发销售情况，希望企业围绕国家"双碳"目标，坚持智能化、绿色化、融合化方 向，加大科技研发投入，聚力提升产品质量，持续扩大市场份额，更加注重降碳增绿和安全生产，积极 融入服务全国统一大市场建设。调研中，刘宁听取牧野区、凤泉区经济社会发展情况汇报，强调要深入 贯彻习近平总书记在河南考察时重要讲话精神，聚焦"1+2+4+N"目标任务体系，推动创新资源向科技型 企业集聚，促进创新链产业链资金链人才链深度融合，统筹推进传统产业优化提升、新兴产业和未来产 业培育壮大，实现高能级产城融合，为高质量发展蓄势赋能，确保"十四五"圆满收官、"十五五"良好开 局。 省领导陈星、刘玉江参加有关调研活动。（记者 刘婵 张笑闻） 责任编辑： 秦臻 11月26日，省委书记刘宁以"四不两直"方式到新乡市调研检查大运河保护工作，强调要全面贯彻落实党 的二十届四中全会精神，深入学习领会习近平生态文明思想和习近平总书记关于大运河文化保护传承利 用的重要讲话重要指示批示精神，以大运河生态环境保护专项督察为契机，统筹推进污染防治、生态修 复 ...

中集集团A股涨超7.5%，最高触及9.14元；H股涨超6%，最高触及7.89港元。 相关事件 中集集团AH股齐涨！在手订单保持高位，海工今年业绩有望保持较强增长趋势 中集集团(02039.HK)11 月25日耗资4992万港元回购680万股 中集集团AH股齐涨！在手订单保持高位，海工今年业绩有望保持 较强增长趋势 中集集团(02039.HK)11月25日耗资4992万港元回购680万股 消息面上，中集集团近日在投资者关系活动中表示，截至2025年6月末，海工手持订单约55.5亿美元， 已排产至2027/2028年。得益于在手订单保持高位，在高效交付的前提下，2025年全年营收及利润有望 保持较强的增长趋势。 此外，11月24日，央视《朝闻天下》栏目报道我国首个焦炉煤气100%转化项目在辽宁凌源落地。该项 目由中集集团旗下中集安瑞科与鞍钢集团旗下鞍钢能源科技携手打造。钢铁厂尾气焦炉煤气转化成液化 天然气、液氨和氢气。项目推广后。每年可为钢铁行业减少二氧化碳排放约4500万吨。(格隆汇) ...

Core Viewpoint - The high-end equipment manufacturing industry in China is experiencing significant growth driven by innovation, with a focus on advanced productivity and international competitiveness [1][2] Group 1: Industry Development - The high-end equipment manufacturing sector is witnessing a continuous increase in market size, improved industrial structure, and enhanced international competitiveness [1] - China has maintained its position as the world's largest industrial robot market for 12 consecutive years, with notable growth in collaborative and service robots [1] - The energy equipment sector is expanding but facing intense competition, prompting a shift towards demand-driven, quality-focused, and optimized structures [1] - The low-altitude economy is identified as a strategic emerging industry, with future commercialization focusing on urban air traffic, agricultural applications, and low-altitude tourism [1] - Intelligent transportation equipment is evolving around 5G, V2X, algorithms, big data, and autonomous driving technologies [1] Group 2: Regional Insights - The Yangtze River Delta has established 26 national-level advanced manufacturing clusters, accounting for 32.5% of the national total, showcasing significant industrial agglomeration and synergy [2] - Shanghai leads in the number of high-end equipment companies, supported by its strategic alignment with national policies and a mature industrial ecosystem [2] - Jiangsu, Zhejiang, and Anhui provinces collectively account for nearly 60% of the high-end equipment sector, demonstrating effective regional collaboration [2] Group 3: Capital Investment - Investment activities in the high-end equipment sector are rebounding, particularly in robotics and intelligent transportation, with a trend towards early-stage financing [3] - From 2020 to mid-2025, the Yangtze River Delta accounted for nearly half of the national financing events and amounts in the high-end equipment sector, indicating strong market confidence [3] - Shanghai's financing activities are particularly noteworthy, with 682 financing events totaling 119.2 billion yuan from 2020 to mid-2025 [3] - Shanghai benefits from over 500 effective industrial policies, the formation of four trillion-level core industrial clusters, and a high level of internationalization [3] Group 4: Future Opportunities and Challenges - Companies need to overcome critical technology bottlenecks and accelerate independent research and development while respecting industrial development laws [4] - Digital empowerment is essential for companies to transition towards intelligent and green development, with industrial internet playing a key role in transforming manufacturing and service systems [4] - Increased capital investment is necessary to enhance competitive advantages, encouraging companies to engage with multi-tiered capital markets [4] - The focus should shift from "single-point breakthroughs" to "full industrial chain collaborative innovation" to improve cooperation efficiency [4] - Companies should expedite their global expansion to enhance supply chain resilience and security [4]

（原标题：能源产业数智化势不可挡，这份白皮书揭示转型逻辑） 21世纪经济报道记者曹恩惠 成都报道 11月19日下午，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委 会支持的2025第八届中国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在四川成都举 行。 本次论坛正式启动了《政策·技术·场景协同共振下的产业转型路径——2025 能源数智化发展白皮书》 （下称《白皮书》）发布仪式。《白皮书》由21世纪经济报道能源策工作室联合施耐德电气共同推出。 《政策·技术·场景协同共振下的产业转型路径——2025 能源数智化发展白皮书》封面 推动数字技术与实体经济深度融合，赋能传统产业数字化智能化转型升级，是把握新一轮科技革命和产 业变革新机遇的战略选择。其中，能源数字化数智化发展，是能源产业转型升级的重要方向。 数字化（Digitalization）是指，将信息转换为数字（即计算机可读）格式的过程，利用数字技术对各种 业务流程、运营模式等进行重塑和改造，以实现更高效、智能、创新的发展。数智化（Digital and Intelligent Transformation）则是数字智 ...

Core Insights - The Yangtze River Delta region has established 26 national-level advanced manufacturing clusters, accounting for 32.5% of the national total, demonstrating significant industrial agglomeration and synergy effects [1] - From 2020 to the first half of 2025, financing events and amounts in the high-end equipment sector in the Yangtze River Delta accounted for nearly half of the national total, indicating strong confidence from the capital market [1] - The region is recognized as the core cluster for high-end equipment manufacturing in China, benefiting from continuous policy support and strategic integration among Shanghai, Jiangsu, Zhejiang, and Anhui [2] Industry Development - The report highlights that China has maintained its position as the world's largest industrial robot market for 12 consecutive years, with significant growth in emerging categories such as collaborative and service robots [2] - The energy equipment sector is expanding but facing intense competition, with policies guiding the industry towards demand-driven, quality-focused, and structurally optimized development [2] - The low-altitude economy is identified as a strategic emerging industry, with future commercial development focusing on urban air transportation, agricultural applications, and low-altitude tourism [2] Strategic Recommendations - Companies are encouraged to overcome critical technology bottlenecks and achieve manufacturing autonomy while accelerating independent research and development [3] - Emphasis is placed on enhancing digital capabilities to support intelligent and green development, leveraging industrial internet connectivity across the entire value chain [3] - The industry should attract more capital investment and encourage companies to engage with multi-tiered capital markets for direct financing [3] - Companies are advised to expedite their international expansion and deepen global layouts to enhance supply chain resilience and security [3]

Core Insights - The Yangtze River Delta region is recognized as a core cluster for high-end equipment manufacturing in China, benefiting from strategic initiatives like the G60 Science and Technology Innovation Corridor [1] - The release of the "Yangtze River Delta High-end Equipment New Quality Leaderboard" highlights the region's growth potential, supported by continuous policy incentives from "Made in China 2025" to the "14th Five-Year Plan" [1] Industry Overview - The leaderboard focuses on five key sectors: robotics, energy equipment, low-altitude economy, intelligent transportation equipment, and other emerging industrial technologies [1] - Evaluation criteria for participating companies include core team strength, technological and product leadership, market and business layout, financial health, market influence, and future planning [1] Company Highlights - A total of 38 companies were recognized for their outstanding innovation capabilities and development potential [1] - Emerging industrial technology equipment sector leads with a representation of 34.2% among the evaluated companies, while integrated circuit equipment companies account for 10.5% of the total [1] - The robotics sector follows closely with a 31.6% share, indicating strong growth momentum [1]

Group 1 - The 2025 Energy Transition Conference will be held from November 22 to 24 in Changping District, Beijing, focusing on "Accelerating Collaborative Innovation between Enterprises and Regions for Green Transition Development" [1] - The conference will feature a variety of activities, including an opening ceremony, key events, exhibitions, and specialized meetings, along with site visits and project matchmaking [1][2] - Notable guests from various sectors, including government, industry, academia, and finance, will be invited to promote practical collaboration and innovation in the energy sector [2] Group 2 - This year's conference will emphasize the importance of energy storage and hydrogen energy as future industries, while also showcasing fossil energy and energy equipment as advantageous sectors [1][3] - The event will include significant policy announcements, project signings, and discussions on industry achievements, aiming to attract high-quality projects to the Energy Valley [3] - The Energy Valley, as a key platform for international scientific innovation in Beijing, has established numerous high-level research facilities and attracted a diverse range of enterprises and research talents [3]

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 截至发稿，江苏神通市值为69亿元。 每经AI快讯，江苏神通（SZ 002438，收盘价：13.58元）发布公告称，2025年11月19日，江苏神通接受 中金公司调研，公司副总裁章其强先生参与接待，并回答了投资者提出的问题。 2025年1至6月份，江苏神通的营业收入构成为：核电行业占比38.37%，节能环保行业占比18.78%，冶 金行业占比18.45%，能源装备行业占比17.05%，其他业务占比7.35%。 ...

Core Insights - The 2025 Global Energy Transition Conference will be held from November 22 to 24 in Changping District, Beijing, focusing on accelerating collaborative innovation between enterprises and local governments for green transformation [1][2] - The conference will feature a variety of activities, including an opening ceremony, key events, exhibitions, and specialized meetings, highlighting the future industries of energy storage and hydrogen energy, as well as the advantages of energy equipment and fossil energy [1][2] Group 1 - The conference aims to gather over a hundred prominent guests, including leaders from relevant departments, renowned academicians, and representatives from global energy enterprises, to guide industry innovation [1][2] - Key activities will include a corporate-local cooperation forum and a high-quality development conference for the Energy Valley, aimed at enhancing collaboration and driving efficiency in the energy industry [2] - The event will also feature important policy releases, project signings, industry achievements, regional advantages promotion, and roundtable discussions to enrich the agenda [2] Group 2 - Since 2019, the Global Energy Transition Conference has been held annually in the Energy Valley, with this year's event expected to enhance Changping District's professional influence in the energy sector and attract high-quality projects [2]