现代化产业体系是中国式现代化的物质技术基础。"十五五"规划建议对"建设现代化产业体系，巩 固壮大实体经济根基"作出部署，明确要求"坚持把发展经济的着力点放在实体经济上"，提出"构建以先 进制造业为骨干的现代化产业体系"。 12月8日至11日，聚焦"优化提升传统产业""培育壮大新兴产业和未来产业""促进服务业优质高效发 展""构建现代化基础设施体系"等重点任务，中国经济网刊发四篇文章进行解读。一起来看。 推动更多传统产业"老树发新芽" 传统产业是当前我国产业体系的"基本盘"，其增加值在制造业中占比80%左右。在"十五五"规划建 议中，就如何"建设现代化产业体系，巩固壮大实体经济根基"，"优化提升传统产业"被摆在了首位。 首位任务，彰显分量之重，释放鲜明信号——推动更多传统产业"老树发新芽"。在现代化产业体系 里，传统产业与新兴产业、未来产业互为支撑、融合发展。优化提升传统产业，能够为新一代信息技术 和智能制造技术等提供多维应用场景，为新兴产业和未来产业的发展提供广阔市场空间。新兴产业和未 来产业的发展，也依赖传统产业在零部件加工精度、关键材料等方面给予保障。 产业"家底"越来越厚实。"十四五"以来，46个城市开 ...

只有落后的产品，没有落后的产业。强根基、延链条，化压力为动力、变短板为潜能，传统产业必能在 新赛道上迸发更加强劲的发展动能。（中国经济网评论员 年巍） 未来会怎样？"初步估计未来5年会新增10万亿元左右的市场空间"，国家发改委有关负责人在新闻发布 会上对于传统产业寄予希望。实现目标，战略上要坚持稳中求进，把握好节奏和力度；战术上要注重实 效，一仗接着一仗打。 先列一组数据：今年前三季度，我国纺织品出口超千亿美元，同比增长2.1%。1至8月，纺织行业对近 七成国家和地区实现出口正增长。如今，从人造血管、特种缆绳到汽车阻燃内饰，纺织业加快向新能 源、航空航天、医疗健康等领域辐射延伸。跳出纺织做纺织，现代纺织业还有很大空间。不懈探索"从 无到有"新可能，不断攀登"人有我精"新高度，推动以纺织业为代表的重点产业提质升级，需要更多企 业打开视野，转变思维，开拓发展新空间。 再看两个案例：通用技术集团沈阳机床（000410）股份有限公司攻克五轴联动机床，填补工业母机领域 多项国内空白；国家能源集团通过"国能e+"数字化生态协作平台，链接3000余家内部单位和50万户产业 链外部客商。"自主可控"是增强产业链韧性的前提。强 ...

未来会怎样？"初步估计未来5年会新增10万亿元左右的市场空间"，国家发改委有关负责人在新闻发布 会上对于传统产业寄予希望。实现目标，战略上要坚持稳中求进，把握好节奏和力度；战术上要注重实 效，一仗接着一仗打。 先列一组数据：今年前三季度，我国纺织品出口超千亿美元，同比增长2.1%。1至8月，纺织行业对近 七成国家和地区实现出口正增长。如今，从人造血管、特种缆绳到汽车阻燃内饰，纺织业加快向新能 源、航空航天、医疗健康等领域辐射延伸。跳出纺织做纺织，现代纺织业还有很大空间。不懈探索"从 无到有"新可能，不断攀登"人有我精"新高度，推动以纺织业为代表的重点产业提质升级，需要更多企 业打开视野，转变思维，开拓发展新空间。 制图：彭章霞 传统产业是当前我国产业体系的"基本盘"，其增加值在制造业中占比80%左右。在"十五五"规划建议 中，就如何"建设现代化产业体系，巩固壮大实体经济根基"，"优化提升传统产业"被摆在了首位。 首位任务，彰显分量之重，释放鲜明信号——推动更多传统产业"老树发新芽"。在现代化产业体系里， 传统产业与新兴产业、未来产业互为支撑、融合发展。优化提升传统产业，能够为新一代信息技术和智 能制造技术等提 ...

Group 1 - The robotics industry is rapidly evolving, with humanoid robots like "Kua Fu" participating in significant events, showcasing advancements in technology and skills [1] - China is expected to account for two-thirds of global robot patent applications in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [1] - The integration of technological and industrial innovation is crucial for driving the development of emerging industries and transforming traditional sectors, contributing to the construction of a modern industrial system in China [1] Group 2 - The modern industrial system is the material and technical foundation of Chinese-style modernization, aimed at deepening the integration of technological and industrial innovation [2] - The focus on building a modern industrial system is highlighted as a strategic task, emphasizing the importance of addressing weaknesses and promoting the integration of innovation and industry chains [2] - Ensuring technological independence and reliability is essential for the industrial system, with advancements in key areas like high-speed rail and 5G technology reinforcing China's competitive edge [2] Group 3 - The transformation of innovation into practical applications is critical, with "pilot testing" seen as a key step from laboratory success to industrial implementation [3] - Companies play a vital role in enhancing the efficiency of integrating innovation and industry chains, with examples of successful innovations in various sectors [3] - The forecast for the 14th Five-Year Plan period indicates that strategic emerging industries like new energy and new materials will create several trillion-yuan markets, emphasizing the need for continuous integration of technology and industry [3]

Core Insights - The development of a modern industrial system is essential for China's modernization and is a key focus for integrating technological and industrial innovation [2][3] - The emphasis on problem-oriented approaches aims to address weaknesses in the industrial system, fostering deep integration between innovation chains and industrial chains [2][3] Group 1: Technological and Industrial Innovation - The robot industry is rapidly evolving, with humanoid robots like "Kua Fu" participating in significant events, showcasing advancements in technology and skills [1] - China is projected to account for two-thirds of global robot patent applications in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [1] - The synergy between technological innovation and industrial innovation is crucial for driving new industries and upgrading traditional sectors, contributing to the construction of a modern industrial system [1] Group 2: Strategic Focus and Safety - The 20th Central Committee of the Communist Party has prioritized building a modern industrial system as a strategic task for the 14th Five-Year Plan, emphasizing the importance of a robust real economy [2] - Ensuring technological independence and security is fundamental to the industrial system, with advancements in key areas like high-speed rail and 5G technology reinforcing China's competitive edge [2] Group 3: Innovation and Enterprise Role - Effective transformation of innovations into practical applications is vital, with pilot testing being a critical step in moving from laboratory success to industrial implementation [3] - Companies play a central role in innovation, with examples like the General Technology Group's breakthroughs in machine tools and Huawei's advancements in operating systems highlighting the importance of enterprise-led innovation [3] - The forecast for the 14th Five-Year Plan period indicates that strategic emerging industries such as new energy and new materials will create several trillion-yuan markets, emphasizing the need for integrated development of education, technology, and talent [3]

Core Insights - The report highlights the development of emerging industries such as low-altitude economy and embodied intelligence as part of China's 15th Five-Year Plan [1][2] - It emphasizes the importance of deep-sea technology as a new productive force and the potential for domestic equipment to replace imported deep-sea equipment [2] - The report identifies key beneficiaries in the deep-sea equipment manufacturing sector and the humanoid robot market, as well as the increasing penetration of five-axis CNC machine tools [2][4][6] Emerging Industries - The focus is on cultivating new industry clusters, particularly in low-altitude economy and embodied intelligence [1][2] - The report suggests that deep-sea technology will play a crucial role in energy security and that capital expenditure in energy exploration is expected to remain strong [2] Deep-Sea Equipment - The report notes that deep-sea equipment manufacturing has high barriers to entry due to environmental pressures and that foreign companies currently dominate the market [2] - It mentions that China's deep-water oil tree localization rate is below 30%, indicating significant room for domestic production [2] - Recommended stocks include Hailanxin (300065), Zhongke Haixun (300810), and Kangst (300445) [2] Low-Altitude Economy - eVTOL (electric vertical takeoff and landing aircraft) is projected to become a major transportation tool by 2035, with an expected market size of 570 billion yuan [3] - The report anticipates a compound annual growth rate of 69.69% in eVTOL deliveries from 2023 to 2035 [3] - Beneficiaries in this sector include Dongmu Co. (600114), Xinzhi Group (002664), Tianc Control (603085), and Andavil (300719) [3] Humanoid Robots - Humanoid robots are expected to address customization challenges in industrial production, enhancing flexibility and interactivity [4][5] - Key components for humanoid robots include sensors, motors, lead screws, and reducers, with significant market potential for domestic replacements [5] - Recommended stocks in this area include Shuanghuan Transmission (002472), Green's Harmonic (688017), and Hengli Hydraulic (601100) [5] CNC Machine Tools - The report indicates that the penetration rate of five-axis CNC machine tools is expected to increase due to demand-side upgrades and the maturation of local supply chains [6] - It highlights that domestic manufacturers with independent R&D capabilities are likely to gain market share [6] - Beneficiaries include Kede CNC (688305), Haitian Precision (601882), and Huazhong CNC (300161) [6]

Core Viewpoint - Shenyang Machine Tool Co., Ltd. has made significant advancements in high-end CNC machine tools, particularly in the development of five-axis linkage machines, which are crucial for precision manufacturing in various industries [3][4][5]. Group 1: Company Achievements - Shenyang Machine Tool has become the largest R&D and production base for mid-to-high-end CNC machine tools in China, evolving from historical machine tool factories established during the "First Five-Year Plan" [1]. - The company successfully established the "S test piece" five-axis machine tool testing method as an international standard in 2020, marking a significant milestone in China's metal cutting machine tool sector [3][4]. - In June 2023, Shenyang Machine Tool's high-precision gantry machining center achieved a positioning accuracy of 0.01 mm, surpassing industry standards [4][6]. Group 2: Technological Innovations - The company has focused on enhancing the foundational capabilities of machine tools, including improvements in guide rail technology and spindle speed, achieving spindle speeds of 6000 to 8000 RPM [6][7]. - Shenyang Machine Tool has developed a new type of precision displacement measuring device, the "time grating sensor," which offers high measurement accuracy and better environmental adaptability compared to traditional methods [7]. Group 3: Market Strategy - The company emphasizes customized R&D and scenario validation, particularly in the electric vehicle sector, where it has secured significant contracts exceeding 100 million yuan [8][9]. - Shenyang Machine Tool has established long-term partnerships with leading enterprises in various industries, providing comprehensive solutions that cover manufacturing needs from components to complete vehicles [8][9]. Group 4: Financial Performance - The company anticipates a net profit of 35 million to 45 million yuan for the first half of the year, indicating a turnaround from previous losses [11].

Core Viewpoint - The article highlights the advancements made by Shenyang Machine Tool, a subsidiary of China General Technology Group, in becoming the largest high-end CNC machine tool research and production base in China, particularly focusing on breakthroughs in five-axis linkage machine tools and precision manufacturing [1][5][18]. Group 1: Breakthroughs in Technology - Shenyang Machine Tool has successfully developed five-axis linkage machine tools, which are essential for complex precision parts manufacturing, overcoming significant technical challenges [2][4]. - The company achieved a major milestone in 2020 when the "S test piece" five-axis machine tool testing method became an international standard, marking a significant achievement in the metal cutting machine tool sector [5][6]. - The high-precision gantry machining center produced by Shenyang Machine Tool has surpassed the industry threshold of 0.01 mm precision, demonstrating its capability in high-end manufacturing [6][10]. Group 2: R&D and Innovation - The company has restructured its innovation system, focusing on core technologies and establishing a three-level R&D framework to enhance its technological capabilities [11][12]. - Shenyang Machine Tool has made significant progress in developing high-end products, including precision displacement measuring devices, which were previously monopolized by foreign companies [13]. - The company emphasizes a "customized R&D + scenario verification" approach to improve product quality and efficiency, particularly in the electric vehicle sector [14][16]. Group 3: Market Position and Performance - In 2023, Shenyang Machine Tool reported a projected net profit of 35 million to 45 million yuan, indicating a turnaround from previous losses and showcasing its growing market strength [18]. - The company has secured significant contracts in the electric vehicle sector, with contract amounts exceeding 100 million yuan, reflecting its competitive position in high-end manufacturing [15][18]. - Shenyang Machine Tool has established long-term partnerships with leading enterprises in various industries, providing comprehensive solutions that cover the entire manufacturing process [15][16]. Group 4: Industry Context and Challenges - The machine tool industry in China has historically faced challenges in transitioning from a large-scale to a strong-scale industry, with a need for high-end product supply [19][20]. - The integration of machine tool manufacturing with downstream applications has been identified as a critical factor for overcoming existing barriers and enhancing technological innovation [20][21]. - The industry is characterized by high technical and capital intensity, necessitating collaboration among various stakeholders, including central enterprises, to drive innovation and development [22].

Core Viewpoint - The article highlights the advancements and breakthroughs made by Shenyang Machine Tool Group in high-end CNC machine tools, particularly in five-axis linkage technology, which is crucial for precision manufacturing in various industries [2][6][19]. Group 1: Company Overview - Shenyang Machine Tool Group, evolved from the first three machine tool factories established during the "First Five-Year Plan," is currently the largest R&D and production base for mid-to-high-end CNC machine tools in China [2]. - The company has a history of over 70 years and is committed to tackling high-end machine tool challenges, providing valuable insights into the industry [2]. Group 2: Technological Breakthroughs - The five-axis linkage machine tool is described as the "pearl" of industrial machinery, essential for complex precision parts manufacturing, which was previously a bottleneck for Chinese manufacturing [3][6]. - In 2020, China successfully established the "S specimen" five-axis machine tool testing method as an international standard, marking a significant achievement in the field of metal cutting machine tools [7]. - Shenyang Machine Tool has conducted over 2,000 experiments on the "S specimen," providing crucial data for the successful application of this international standard [7]. Group 3: Product Development and Innovation - The company has developed high-precision gantry machining centers that meet the industry standard of 0.01 mm precision, which is critical for manufacturing high-end machine tools [8]. - Shenyang Machine Tool has made significant advancements in core components, such as guide rails and spindle speeds, enhancing the stability and efficiency of machine tools [10][11]. - The introduction of the "time measurement space" technology for precision displacement measurement has allowed the company to overcome previous foreign monopolies in this area [14]. Group 4: Market Strategy and Applications - The company focuses on customized R&D and scenario validation, particularly in the new energy vehicle sector, where it has developed specialized solutions that significantly improve processing efficiency [15][16]. - Shenyang Machine Tool has established long-term partnerships with leading enterprises in various industries, providing comprehensive solutions that cover the entire manufacturing process [16][17]. Group 5: Financial Performance and Future Outlook - The company anticipates a net profit of 35 million to 45 million yuan in the first half of the year, indicating a turnaround from previous losses [19]. - The leadership emphasizes the importance of developing high-end CNC machine tools as a core business, aiming to build a world-class high-end machine tool equipment group [19].

Core Viewpoint - Shenyang Machine Tool Group has made significant advancements in high-end CNC machine tools, particularly in five-axis linkage technology, which is crucial for precision manufacturing and has become a national standard in China [7][9][10]. Group 1: Company Overview - Shenyang Machine Tool Group, evolved from the first three machine tool factories established during the "First Five-Year Plan," is currently the largest R&D and production base for mid-to-high-end CNC machine tools in China [3][4]. - The company has a rich history of over 70 years and is committed to tackling high-end machine tool challenges, providing valuable insights into the industry [4]. Group 2: Technological Breakthroughs - The five-axis linkage machine tool, known as the "pearl" of industrial machinery, allows for complex spatial curve processing, which is essential for manufacturing precision parts [5][6]. - In 2020, China established the "S specimen" five-axis machine tool testing method as an international standard, marking a significant achievement for Shenyang Machine Tool Group, which contributed data and experience to this standard [7]. - The company has successfully developed high-precision gantry machining centers, achieving positioning accuracy of 0.01 mm, which is considered a benchmark in the industry [8]. Group 3: R&D and Innovation - Shenyang Machine Tool Group emphasizes the importance of foundational components, such as guide rails and spindle speeds, to enhance machine tool stability and efficiency [10][12]. - The company has restructured its innovation system post-reorganization in 2019, focusing on collaborative R&D and tackling key technological challenges [13]. - The introduction of the nano time grating technology has allowed the company to overcome long-standing challenges in precision position detection, previously dominated by foreign technologies [14]. Group 4: Market Applications and Partnerships - Shenyang Machine Tool Group has developed specialized solutions for the new energy vehicle sector, significantly improving processing efficiency for critical components [15][16]. - The company has established long-term partnerships with leading enterprises in various industries, providing comprehensive solutions that cover the entire manufacturing process [16][17]. Group 5: Future Outlook - The company is actively exploring the humanoid robot support field, developing targeted high-efficiency CNC machine tools to meet evolving market demands [18]. - Shenyang Machine Tool Group anticipates a net profit of 35 million to 45 million yuan in the first half of the year, indicating a turnaround from previous losses [18].