"下一步，工信部将加快构建以先进制造业为骨干的现代化产业体系，深入推进工业技术改造和设备更新，实施打 造新动能行动，坚持高水平开放，推动产业升级向'新'布局、稳健发展。"李乐成说。 传统产业加快"焕新"。 传统产业是我国制造业的主体，增加值、用工人数等主要指标都占了全部制造业的80%左 右。"这些产业大多数是基础产业和民生产业，既是我们的竞争优势之所在，也是经济增长和群众收入就业的基本 依托，还是培育发展壮大新质生产力的沃土。"李乐成表示，"我们坚持高端化、智能化、绿色化、融合化方向， 推动传统产业转型升级，让'老树发新芽''老厂焕新颜'。""十四五"以来，支持的46个城市开展新型技术改造城市 试点，累计建成了230多家卓越级智能工厂和1260家5G工厂，工业机器人新增装机量占到全球的比重超过了 50%。钢铁、水泥熟料等单位产品的综合能耗总体上达到了世界先进水平，绿色电解铝年产量超过1000万吨。传 统制造的品牌美誉度大幅度提高，优质产品畅销全球，去年，有18家传统制造业企业入选了世界品牌500强，国 货国潮品牌加速崛起。 新兴产业加速"领跑"。 "我们聚焦发展迅速、技术先进、市场广阔、带动性强的新兴产业重点 ...

Core Viewpoint - The company is adapting to industry cycles by leveraging long-term technological accumulation and optimizing project management to enhance operational resilience and resource efficiency [2] Group 1: Photovoltaic Equipment Business - The company has a backlog of orders in the photovoltaic sector amounting to 6.173 billion yuan (including tax) as of December 31, 2024 [2] - The company is focused on maintaining order fulfillment in the face of market adjustments [2] Group 2: Packaging Equipment Business - The company is pursuing a development strategy centered on "high-end, intelligent, and international" growth [2] - The company is optimizing product structure and driving technological innovation in its core business of corrugated packaging intelligent equipment [2] - The company is actively deepening cooperation with key customers and steadily expanding its overseas business [2]

高测股份 20250828 摘要 高测股份 2025 年上半年营收 14.52 亿元，后净利润亏损 1.22 亿元， 同比下降 151.26%；但二季度环比改善，收入 7.66 亿元，环比提升 11.63%，净利润亏损环比收窄 80.56%，显示盈利能力修复迹象。 公司切片服务收入占比近半，金刚线收入占比 23.42%。光伏装备海外 市场占有率保持领先，创新业务拓展至石材和 3C 设备领域，新产品如 剪薄机、12 寸金刚线切片机等已进行客户测试。 高测股份通过技术改造提高单机产能，降低成本，并积极与战略客户合 作，调整合作模式，如与英发科技、东瓷、通威等建立多样化的硅片代 工和切片合作关系，优化客户结构。 公司持续进行平台化技术研发，将硬脆材料加工经验应用于金属材料加 工，包括切割和磨削设备，并研发激光切割、金刚线切割等复合切割技 术，以应对业绩压力和拓展业务。 高测股份成立机器人产品线，重点关注人形机器人减速器，包括行星减 速器、谐波减速器及摆线减速机，并根据客户需求进行定制开发，团队 成员来自行业头部企业及外资企业。 高测股份在各个业务板块的收入情况如何？ 2025 年上半年，高测股份的切片服务收入为 7 ...

Core Insights - The 2025 World Clean Energy Equipment Conference (WCCEE2025) will be held from September 16-18 in Deyang, Sichuan Province, focusing on the innovation and development of the clean energy equipment industry [2][3] - The conference aims to gather key players from the global clean energy sector, including leading enterprises, industry representatives, research institutions, and financial investors [2][3] Group 1: Conference Highlights - **Professional Focus**: The conference will cover the entire clean energy equipment industry chain, including efficient coal equipment, hydropower, wind power, photovoltaics, nuclear power, biomass energy equipment, new energy storage, smart grids, and efficient power transmission [2] - **Diverse Participation**: It will bring together leaders from the global supply chain, key user industries, research institutions, universities, and financial institutions to build an industry ecosystem [2][3] - **Innovation Leadership**: The event will showcase the latest technological innovations and discuss paths for equipment smart upgrades, digital transformation, and the integration of new information technologies with equipment [3] Group 2: International Cooperation and Activities - **International Cooperation**: The conference will feature high international participation, attracting representatives from international organizations, foreign government officials, and multinational corporate executives, promoting policy communication and technical exchanges [3] - **Rich Activities**: A comprehensive activity matrix will be constructed, including an opening ceremony, keynote sessions, specialized meetings, exhibitions, market matchmaking, and site visits, covering topics like smart manufacturing and green finance [3] - **Successful Preparations**: The preparation for the conference is progressing smoothly, with numerous domestic and international experts and enterprises confirming their attendance [3]

Group 1: Key Changes from "Made in China 2025" - The foundation of China's modernization industrial system is manufacturing, aiming to break through technological barriers and enhance competitiveness from "large but weak" to "large and relatively strong" [2][3] - By 2024, China's manufacturing share of global manufacturing is projected to rise from 20% in 2010 to 34%, with manufacturing value added being twice that of the US and four times that of Japan and Germany [3] - China's manufacturing supply chain is unique globally, covering all 41 major categories recognized by the UN, with 40% of these categories being the largest in global production [3] - The export structure has shifted significantly, with exports increasing from over $1.6 trillion in 2010 (70% labor-intensive products) to over $3.4 trillion in 2024 (90% technology-intensive products) [3] - The shipbuilding export market share increased from 20% in 2010 to 55% in 2024, while automotive production reached over 30 million units in 2024, with exports exceeding 6 million units [3] Group 2: Changes in Production and Trade - The production method has fundamentally changed, with processing trade dropping from over 50% to 20% by 2024, while general trade has risen to 60%-70% [5] - The trade volume between China and ASEAN countries grew from $600 billion in 2019 to nearly $1 trillion in 2024, a nearly 70% increase [6] - Foreign investment has deepened, with annual foreign direct investment increasing from $20 billion in the 1980s to over $120 billion from 2010 to 2020 [7] Group 3: New Quality Productivity Development - The development of new quality productivity focuses on three tracks: strategic emerging industries, upgrading traditional industries, and the growth of productive service industries [9][12] - Traditional industries are expected to undergo green, low-carbon, and digital upgrades, with a focus on reducing resource consumption and improving recycling rates [10][13] - The productive service industry is seen as a new engine for economic growth, with its GDP share currently at around 27%, indicating significant potential for future development [14] Group 4: Open Economy Strategy - In the context of potential future trade tensions, China has established four principles and five strategies to maintain its openness and competitiveness [15] - The principles include preparing for challenges, maintaining confidence, safeguarding core interests, and addressing weaknesses [15] - The strategies highlight China's vast market, complete industrial chain, and the importance of technological innovation as key assets in its open economy approach [15]