金恒科技 福加自动化 中数创和 □ 本报记者 许雯斐 通讯员 耿瑞雪 王若宇 AI浪潮汹涌，身处风口的大模型，正从技术角逐迈向抢占入口、比拼应用的新阶段。 11月26日，以"智启未来——AI赋能智造制高点"为主题的2025世界智能制造大会专场活动，在中国气象 谷举办。记者从活动现场了解到，三个根植于工业场景的垂类大模型，已在江北新区智能制造产业园破 土而出。并且，这里已培育出中数创和、金恒科技等支柱型软件企业，以及南汽、中车浦镇等领军型硬 件企业，在离散制造、流程制造、"零碳"等场景中构建出多个垂类模型，建成一批国家级、省级智能制 造示范载体。 装上"最强大脑"，一场由AI驱动的产业风暴从这里开始。 破解痛点的"工业专家" 当下，传统通用大模型已具备强大的自然语言处理能力和图像识别能力。然而，当其进入制造业，就会 因工业数据稀缺、工艺机理复杂、要求高精度决策等各类问题而寸步难行。 当AI深入产业腹地，炼成懂行、专业的"工业专家"，问题迎刃而解。 11月26日活动现场，江苏中数创和科技股份有限公司发布最新成果"中数智擎大模型"。"该大模型主要 面向轨道交通、船舶制造等高端装备制造行业，旨在破解行业长期受困的'信 ...

Core Insights - Nanjing International Expo Center hosted the 2025 World Intelligent Manufacturing Conference from November 27 to 29, where Nanjing Steel (600282.SH) was recognized as one of the first national leading intelligent factories and included in the top ten technological advancements in intelligent manufacturing in China for 2025 [1] Group 1: Evolution of Nanjing Steel's Intelligent Factory - The evolution of Nanjing Steel's leading intelligent factory has been a profound transformation lasting over 20 years, characterized by a clear strategy and continuous iteration [4] - Key milestones include the launch of the first integrated production management system in 2003, recognition as a national-level deep integration demonstration enterprise in 2012, and the establishment of a transformation goal towards "industrial intelligence and intelligent industry" in 2015 [4] - Nanjing Steel has developed a five-level digital twin covering "equipment - production line - factory - enterprise - ecosystem," achieving a comprehensive digital layout from "point" to "surface" [4] Group 2: Intelligent Applications and Data Management - Nanjing Steel has implemented a three-year action plan called "Artificial Intelligence Hundred Scenes Thousand Models," integrating AI technology deeply with steel processes, resulting in over 30 intelligent applications across various scenarios [5] - The company has established a unique full-domain data collection and governance system with over one million data collection points, achieving real-time perception and aggregation of the entire steel production process [5] - Nanjing Steel has achieved a core data lake entry rate of over 95%, providing a high-quality data foundation for intelligent manufacturing and has been recognized as a pilot for innovative development of trustworthy data spaces by the National Data Bureau [5] Group 3: Value Enhancement through Intelligent Manufacturing - Intelligent manufacturing has led to comprehensive value enhancement, with Nanjing Steel achieving 100% rates in key equipment CNC and networking [6] - The new product development cycle has been shortened by 50% compared to traditional models, while comprehensive energy consumption per unit output has decreased by 12% [6] - The total ownership cost of the industrial chain has been reduced by 9%, and delivery cycles have decreased by 15%, with a notable reduction of over 40 yuan in the cost per ton of iron through a closed-loop system of "perception - analysis - decision" [6] Group 4: Industry Impact and Collaboration - Nanjing Steel has systematically output its accumulated technologies, experiences, and solutions from digital transformation through various technology platform companies, successfully applying its intelligent manufacturing solutions to over 100 enterprises across multiple sectors [6] - The company has established a collaborative innovation ecosystem by deeply connecting upstream suppliers, downstream customers, and relevant partners, forming a win-win development pattern [5] - At the conference, Nanjing Steel showcased a complete intelligent manufacturing display system, illustrating its strategic layout and practical achievements in digital transformation [7]

南钢JIT+C2M智能工厂 南钢智慧运营中心 ◎记者 仲茜 来到位于南京江北霸王山脚下、扬子江畔的南钢股份，一股现代工厂的气息扑面而来。这里没有铁花四溅，没有机器轰 鸣，取而代之的是JIT+CTM智能工厂，是一整面墙的智能操控系统，是灵活自如的机械臂、无人驾驶的AGV小车；在高 温炙烤的钢铁熔炉旁，也不再见人影，取而代之的是各种智能探测器、摄像头，是一条条轨道滑块、一个个乐高式智慧仓 库…… 智能制造，是推动产业技术变革和优化升级的关键变量，是培育新质生产力的强大引擎。作为传统钢铁行业，致力于打造 高端优质钢材、特型钢材的南京钢铁股份有限公司（简称"南钢股份"），是行业内最早开展数字化转型探索实践的企业之 一。 "我们抓住窗口期，没有犹豫、没有回头，认准'智改数转'这条路，一直往前走。"南京钢铁集团有限公司党委书记、董事 长黄一新说，正是起跑快、转型彻底，"智改数转"后的南钢显现出蓬勃动力。 战略转型，从钢铁"红海"成功突围 只需提供一张零部件扫描图纸，就能批量生产定制化钢铁？南钢人自信地回答：当然可以。 AI+钢铁，赋能"领航级"智造工厂 2024年开始，工业和信息化部等6部门连续两年联合开展智能工厂梯度培 ...

Core Insights - Jiangsu's economy demonstrates robust growth, with a projected GDP of 13.7 trillion yuan in 2024, leading the nation in growth increment [3] - The province's manufacturing sector is significant, contributing approximately 14% to the national manufacturing value added [3] - Jiangsu's industrial structure is evolving, with strategic emerging industries accounting for 41.8% of the industrial output in 2024, and high-tech industries surpassing 50% for the first time [3] Economic Strength - Jiangsu's GDP growth rate is projected to be the highest in the country, with a manufacturing value added of 4.66 trillion yuan [3] - The province's industrial output saw a year-on-year increase of 7.4% in the first half of the year, outpacing the national average by 1 percentage point [3] - The number of core enterprises in future industries exceeds 3,100, with a revenue scale surpassing 750 billion yuan [3] Regional Characteristics - Jiangsu has cultivated 14 national advanced manufacturing clusters, the highest in the country, promoting balanced regional development [5] - The income disparity between southern and northern Jiangsu has narrowed significantly, with per capita GDP and disposable income ratios decreasing to 1.86 and 1.80, respectively [5] Industrial Diversity - Jiangsu's manufacturing sector encompasses 31 major categories and over 500 subcategories, making it one of the most diverse in the nation [7] - The province is developing a "1650" industrial system, focusing on 16 advanced manufacturing clusters and 50 industrial chains [7] Innovation and Transformation - Traditional industries in Jiangsu are undergoing digital transformation, with over 56,000 projects implemented since 2022 [9] - The province leads the nation in the integration of digital and intelligent manufacturing, with a CNC rate of 70.1% for key processes [9] Private Sector Dynamics - Private enterprises are pivotal in driving new productive forces in Jiangsu, with significant investments in R&D despite long payback periods [10] - The government is fostering a supportive environment for private businesses, encouraging investment across various sectors [11] Government Support - Jiangsu's government is strategically planning the development of industries, facilitating supply-demand matching and optimizing services [13] - The province has launched a strategic emerging industry fund to enhance financing channels for innovative sectors [17] Global and Domestic Market Expansion - Jiangsu companies are increasingly focusing on international markets, with notable export growth and overseas production bases being established [15][16] - Domestic market potential is also being tapped, with companies like Tiangong International targeting high-end precision tools [16] Financial Ecosystem - Jiangsu has developed a multi-tiered capital market, supporting technology and industry innovation through various financing mechanisms [17] - The establishment of a strategic emerging industry fund aims to connect industry capital with financial resources, enhancing support for innovative enterprises [17]

Core Insights - Jiangsu's economy demonstrates robust growth, with a projected GDP of 13.7 trillion yuan in 2024, leading the nation in economic increment [4] - The province's manufacturing sector is significant, contributing approximately 14% to the national manufacturing value added [4] - Jiangsu's industrial structure is evolving, with strategic emerging industries accounting for 41.8% of the industrial output, and high-tech industries surpassing 50% for the first time [6] Economic Strength - Jiangsu's GDP growth is projected to be the highest in the nation, with a manufacturing value added of 4.66 trillion yuan [4] - The province's industrial output increased by 7.4% year-on-year in the first half of the year, outpacing the national growth rate by 1 percentage point [4] - The region has cultivated over 3,100 core enterprises in future industries, generating revenue exceeding 750 billion yuan [6] Structural Optimization - The share of strategic emerging industries in Jiangsu's industrial output is set to reach 41.8% in 2024, with high-tech industries' output rising to 51.8% in the first half of the year [6] - Jiangsu's manufacturing sector encompasses 31 major categories, 191 medium categories, and over 500 minor categories, making it one of the most comprehensive in the country [12] - The province aims to develop a "1650" industrial system, focusing on 16 advanced manufacturing clusters and 50 industrial chains [13] Regional Collaboration - Jiangsu has established 14 national advanced manufacturing clusters, the highest in the country, promoting balanced regional development [10] - The income disparity between southern and northern Jiangsu has narrowed significantly, with per capita GDP and disposable income ratios decreasing to 1.86 and 1.80, respectively [10] - The province's government is actively fostering an environment conducive to private enterprise growth, enhancing market competition and resource allocation [16] Innovation and Transformation - Traditional industries in Jiangsu are undergoing digital transformation, with over 56,000 projects implemented to enhance efficiency and reduce costs [14] - The province has prioritized the integration of technology and industry, focusing on original innovations and key core technologies [20] - Jiangsu's private enterprises are pivotal in driving new productivity, with many achieving significant advancements in niche markets [15] Financial Ecosystem - Jiangsu has developed a multi-tiered capital market, ranking third in the number of listed companies nationwide, which supports technological and industrial innovation [23] - The establishment of a 500 billion yuan strategic emerging industry fund aims to enhance financing channels for innovative enterprises [23] - The province's financial policies are designed to facilitate the growth of technology-driven companies, ensuring a sustainable cycle between finance and industry [23]

Group 1: Company Performance - Jiangsu's 713 A-share listed companies achieved a total revenue of over 1.68 trillion yuan and a net profit of nearly 148.2 billion yuan in the first half of 2025, with 429 companies reporting revenue growth [1] - 573 companies reported profitability, with 193 companies having a net profit exceeding 100 million yuan [1] - Over 40% of companies reported revenue exceeding 1 billion yuan, and 45 companies had revenue growth exceeding 50% [1] Group 2: AI Integration - More than half of the listed companies in Jiangsu mentioned "AI" or "artificial intelligence" in their semi-annual reports, indicating deep integration of AI tools with core business operations [2] - AI is reshaping drug development processes, as seen in Heng Rui Medicine's use of AI for early development strategies, enhancing clinical conversion efficiency [2] - Traditional industries are also benefiting from AI, with companies like Taihu Snow combining human creativity with AI for product design and optimization [2] Group 3: Cost Reduction and Innovation - AI applications are leading to cost reduction and efficiency improvements across various industries, such as a 20% reduction in R&D costs and a 30% decrease in R&D cycles in the steel industry [3] - Companies like Jingyuan Environmental are utilizing AI to provide comprehensive intelligent services, promoting industry upgrades [3] - The focus of AI applications is shifting towards vertical industries, allowing companies to address specific industry pain points effectively [3][4] Group 4: Industry Self-Regulation and Quality Improvement - The "anti-involution" trend is gaining traction in industries like photovoltaics, steel, cement, and chemicals, with companies actively addressing industry challenges through self-regulation and strategic adjustments [5] - Companies are focusing on differentiated competition and green transformation to achieve sustainable competitive advantages [5][6] Group 5: Overseas Expansion - 440 listed companies in Jiangsu reported a total overseas revenue of 290.6 billion yuan, with many adjusting their overseas production strategies to enhance global market adaptability [8] - Companies like Zhongxin Bo are establishing multiple production bases globally to respond quickly to international delivery demands [8] - Tianhe Energy has expanded its global service network, enhancing its international operational capabilities [9] Group 6: Mid-Year Dividend Distribution - Over 120 A-share listed companies in Jiangsu have announced mid-year dividend plans, with total distributions exceeding 10 billion yuan, reflecting improved corporate profitability and investor return awareness [11][12] - Companies are increasingly adopting clear mid- to long-term dividend plans, with some committing to a cash dividend ratio of no less than 30% of net profit [12][13] - The rise in mid-year dividends is seen as a positive signal for market stability and investor confidence [13]

Core Insights - The company reported a net profit of 1.463 billion yuan for the first half of 2025, an increase of 18.63% year-on-year [1] - A cash dividend of 1.186 yuan per 10 shares is proposed, totaling 731 million yuan, which accounts for 50% of the net profit attributable to shareholders [1] Financial Performance - The sales volume of advanced steel materials reached 1.3372 million tons, representing 29.77% of total steel product sales, an increase of 2.64 percentage points year-on-year [5] - The gross profit margin for advanced steel materials was 20.26%, up by 2.32 percentage points year-on-year, with a total gross profit of 1.367 billion yuan, accounting for 46.67% of total steel product gross profit, an increase of 3.19 percentage points [5] Innovation and Development - The company has focused on innovation-driven development, increasing R&D investment to overcome key technological bottlenecks in advanced steel materials and strategic materials [3] - The company has achieved significant milestones, including the first domestic supply of 95mm thick crack-resistant steel for the world's largest container ship and the global first application of 100mm thick crack-resistant steel [3] Digital Transformation - The company has partnered with Huawei to launch the "Steel Big Model" initiative, focusing on technological breakthroughs and ecological collaboration [5] - The company has implemented a data asset management platform and has successfully registered data assets on exchanges, promoting the concept of "data + model + application value" [5] Environmental Initiatives - The company has achieved full-process ultra-low emissions and has been recognized as an A-level enterprise for environmental performance in Jiangsu Province for two consecutive years [5] - The company has completed a carbon inventory based on ISO 14064 standards and has received verification for its carbon footprint and controlled recycled content certifications [7] Climate Change Response - The company is actively exploring low-carbon technology applications and has secured a carbon finance loan of 300 million yuan linked to the carbon footprint of its steel products [7]

Group 1 - The stock price of Nanjing Steel Co., Ltd. closed at 4.54 yuan on August 7, 2025, down 0.87% from the previous trading day, with a trading volume of 119 million yuan [1] - Nanjing Steel operates in the steel industry, focusing on steel smelting, processing, and sales, with applications in construction, machinery, and energy sectors [1] - The company is advancing its green low-carbon transformation and exploring digital technology applications, recently launching the "Yuan Ye · Steel Big Model" to integrate AI with industrial scenarios [1] Group 2 - In the first half of 2025, the total profit of the steel industry increased by 63.26% year-on-year, driven by self-discipline in production and improved supply-demand relationships [1] - Key steel enterprises have steel inventory at a near four-year low, with structural growth in demand for steel in high-end manufacturing and new energy sectors [1] - On August 7, Nanjing Steel experienced a net outflow of 5.33 million yuan in main funds, but had a cumulative net inflow of 20.52 million yuan over the past five days [2]

Core Viewpoint - The Chinese steel industry has experienced a reduction in production and a significant increase in profits in the first half of the year, driven by government policies and industry self-discipline [1][2]. Group 1: Economic Performance - In the first half of the year, the total revenue of key steel enterprises was 29,985 billion yuan, a decrease of 5.79% year-on-year, while the total profit reached 592 billion yuan, an increase of 63.26% [2]. - The average profit margin for the steel industry was 1.97%, up by 0.83 percentage points year-on-year [2]. - The crude steel production was 515 million tons, down 3.0% year-on-year, aligning with national industrial control policies [2]. Group 2: Inventory and Market Dynamics - The average month-end steel inventory for key steel enterprises was 18.91 million tons, the lowest level in nearly four years [3]. - The industry is witnessing structural development opportunities despite an overall reduction in production, with increasing demand for high-end manufacturing materials and green low-carbon materials [3]. Group 3: Environmental and Technological Advancements - Investment in energy conservation and environmental protection by key steel enterprises accounted for 28.9% of total investment, an increase of 4.3 percentage points year-on-year [4]. - The total energy consumption decreased by 1.5% year-on-year, and the comparable energy consumption per ton of steel fell by 0.6% [4]. - The industry is advancing in intelligent production and digital transformation, with companies like Shougang and Nanjing Steel implementing AI applications and innovative practices [5]. Group 4: Industry Challenges and Future Outlook - The steel industry is in a deep adjustment period, facing strong supply capabilities and weakened demand, leading to a recovery in profits but with insufficient sustainability [6]. - The Ministry of Industry and Information Technology has issued new guidelines for the steel industry, focusing on improving basic indicators and promoting structural adjustments [6]. - The industry is expected to benefit from the central government's policies aimed at expanding domestic demand, which will provide a favorable environment for development [7].

Group 1 - The forum held by CITIC Group during the World Artificial Intelligence Conference focuses on promoting a virtuous cycle of "technology-industry-finance" and accelerating the cultivation of new productive forces in cutting-edge intelligence [1] - Shanghai is leveraging its strong industrial foundation, rich application scenarios, and concentrated financial resources to build an innovative hub for the artificial intelligence industry, continuously expanding its industrial scale and enhancing its foundational capabilities [4] - CITIC Group aims to lead the development of "artificial intelligence+" to promote technological advancement and industrial optimization, emphasizing core technology breakthroughs and the establishment of a comprehensive innovation system [4] Group 2 - AI and VR are driving the upgrade of information infrastructure and services across various industries, necessitating the evolution of VR from version 1.0 to 2.0, which includes additional features such as intelligence and interconnectivity [6] - AI is becoming a new generation of industry research infrastructure, effectively applied in drug development, chemical engineering, new energy, and new materials, exemplified by the autonomous experimental platform developed by JingTai Technology [6][7] - The "YuanYe" model developed by Nanjing Steel Group redefines the industrial model architecture, showcasing significant practical value with applications in 20 scenarios [9]