刘诚／文 历史上，全球大国的崛起总是与科技革命紧密相连。 当今时代，全球正处于百年未有之大变局，恰逢新一轮科技革命的到来，AI领域的国际竞争也愈演愈烈。从历史、经济和政治的视角分析科技革命，并预 判AI国际竞争态势，这值得社会各界密切关注。 历史逻辑：科技中心的演变 美国耶鲁大学历史学教授保罗·肯尼迪（Paul Kennedy）在1992年曾经指出，从历史上看任何大国的崛起都与科技创新紧密相连，都遵循着"科技创新—国内 标准国际化—提供区域和国际公共产品—主导国际舆论"的成长路径。 也就是说，科技中心是经济中心、政治中心、文化教育中心以及军事中心的先导力量，是大国崛起的第一步。 经济逻辑：经济范式的跃迁 然而，科技革命并不必然引发产业革命。例如，各大文明古国虽有许多伟大的科技发明，却未能催生出现代工业；意大利作为近代第一个全球科技中心，也 未能率先掀起产业革命。 这说明，我们不能简单地将科技革命等同于产业革命，二者之间存在一定"鸿沟"。换句话说，科技革命需要实现"惊险一跃"，即通过商业化、产业化、规模 化生产，才能转化为产业革命，这实际上需要形成系统性的经济范式转换。 正如美国科学哲学家托马斯·库恩（Thom ...

此次首航的"氨晖号"，由合肥综合性国家科学中心能源研究院和深圳海旭新能源有限公司联合开发，其 搭载中船河柴1台200kW燃气发电机组、2台100kW推进电机以及双桨推进系统，满载排水量50吨，额定 航速10节。中船河柴凭借在燃气内燃机领域深厚的技术积淀与丰富的工程经验，于2024年年初承接纯氨 燃料内燃机项目。 "针对氨燃料独特的燃烧性能，我们对内燃机点火系统、燃料供给系统以及空燃比控制系统等核心部 件，进行了定制化优化改进。在设备交付后，技术服务团队全程保障陆上联调及装船试航，多次赴现场 解决技术难题，以高效服务赢得了客户的高度认可。"中船河柴有关负责人说。 7月2日，记者从位于洛阳的中国船舶集团河南柴油机重工有限责任公司（以下简称"中船河柴"）获悉， 全球首艘纯氨燃料内燃机动力示范船"氨晖号"，在安徽合肥巢湖水域完成首航。该船搭载的 CHG234V8MPI燃气发电机组，由中船河柴自主研发，这意味着该企业在氨燃料船舶工业化应用上取得 重大突破。 作为化学工业的重要原料，氨具有高能量密度且不含碳元素等特性，完全燃烧后仅产生水和氮气，被业 界视为航运脱碳的"潜力股"。 据介绍，此次纯氨动力示范船首航成功，实现了 ...

Core Insights - The internal combustion engine industry is undergoing unprecedented changes against the backdrop of a global energy restructuring and evolving market demands [1][7] - The market is experiencing a complex trend of "month-on-month decline and year-on-year growth" as reported by the China Internal Combustion Engine Industry Association [1][2] Market Performance - In May 2025, the internal combustion engine market saw a sales volume of 4.1561 million units, reflecting a month-on-month decline of 6.74% but a year-on-year increase of 12.31% [2] - Cumulative sales from January to May reached 21.6427 million units, with a year-on-year growth of 16.36%, indicating resilience amid economic recovery [2] Fuel Type Analysis - Diesel engine sales in May were 401,000 units, down 16.46% month-on-month but up 1.47% year-on-year; gasoline engine sales were 3.7496 million units, with a month-on-month decline of 5.56% but a year-on-year increase of 13.57% [3] - Cumulative data for January to May shows diesel engine sales at 2.2494 million units (3.77% growth) and gasoline engine sales at 19.3636 million units (17.99% growth) [3] Application Segmentation - In May, various application sectors showed distinct performance: passenger vehicles grew by 10.37%, commercial vehicles by 1.87%, agricultural machinery by 3.50%, and marine applications surged by 20.20% [3] - The growth in the passenger vehicle market is attributed to rising consumer purchasing power and upgrades in automotive consumption [3] Industry Concentration - The market concentration is increasing, with leading companies like Weichai and Yuchai holding 77.36% of the multi-cylinder diesel engine market [4] - China has become the largest and most complete internal combustion engine manufacturing country globally, producing approximately 80 million new units annually during the 14th Five-Year Plan [4] Technological Innovations - Significant advancements in emission standards and thermal efficiency have been achieved, with diesel engines improving by about 50% and gasoline engines reaching 40%-42% efficiency [4] - Innovations in alternative fuels, such as natural gas and methanol, are paving new paths for energy conservation and emission reduction [4][5] Green Transition - Innovations in gas engine technology, such as advanced combustion control and efficient energy conversion systems, are driving the industry towards a greener and more sustainable future [5][7] - New products like the 20M61 engine and the WP13 methanol engine showcase the industry's competitive edge in high-end power generation and green energy solutions [6] Future Opportunities - The internal combustion engine industry faces both challenges and opportunities, with a need for increased investment in green energy technologies and diversified fuel applications [8] - The integration of smart technologies into internal combustion engine products is expected to enhance performance and efficiency, meeting diverse application needs [8]

Core Viewpoint - BMW's Steyr plant in Austria is undergoing a complex transformation, expanding electric powertrain production while maintaining its role as a global internal combustion engine manufacturing center [2][5]. Group 1: Transformation and Strategy - The Steyr plant is positioned as a dual-engine facility for both internal combustion engines and electric drive systems, ensuring a flexible and future-oriented supply model for BMW's global vehicle lineup [7][11]. - The plant had 4,900 employees and generated sales of €4.4 billion last year, ranking among the top ten industrial companies in Austria [7]. - BMW is committed to maintaining its internal combustion engine business, producing approximately 1.2 million internal combustion engines last year while also investing in traditional engine improvements [14][24]. Group 2: Technological Advancements - The current fifth-generation electric vehicle drive system has achieved a 40% reduction in energy consumption and a 30% increase in vehicle range compared to the upcoming sixth generation [20]. - The introduction of new technological components, such as inverters, is seen as a key differentiator for BMW in enhancing electric drive efficiency and performance [18][22]. Group 3: Workforce and Production Capacity - BMW aims to maintain the current workforce level of approximately 4,900 employees by 2030, with 700 dedicated to research and development [23]. - The production capacity for electric drive systems is expected to expand to 600,000 units across two production lines, with adjustments based on market demand [24]. Group 4: Future Developments - The first "New Generation" model, the iX3, is set to begin series production in the fall at BMW's new factory in Debrecen, Hungary [29]. - BMW is prepared to evaluate global expansion options if demand increases, ensuring flexibility in production strategies [32].

扫码订阅 智能制造 产业日报， 精选行业新闻，帮你省时间！ 1【安徽赛富乐斯Micro-LED芯片及模组项目正式投产】6月26日，安徽赛富乐斯半导体科技有限公 司Micro-LED显示芯片和模组项目在安徽省六安市金安区正式投产。项目年产能达R系列量子点 mLED芯片15000kk（1.5亿颗），可满足约2万平方米商用显示屏的生产需求。（新浪财经） 2.【我国建成首个干法后处理科研样机集成台架】 6月28日，我国首个乏燃料干法后处理主工艺设备 科研样机集成台架（简称"干法后处理科研样机集成台架"）在中核集团中国原子能科学研究院葫芦岛 基地完成安装，标志着一体化闭式循环快堆核能系统干法后处理主工艺设备实现了从单机研发到系统 集成的跨越，为后续开展验证试验奠定了坚实基础。（财联社） 3.【隆基绿能启动印尼组件制造工厂项目】近日，隆基绿能宣布与印尼国家电力公司旗下新能源公司 Pertamina NRE达成战略合作，正式启动建设印尼先进光伏组件制造基地项目。该工厂年产能预计达 1.6吉瓦（GW），将采用隆基最先进的HPBC 2.0高效电池技术，生产高性能太阳能组件。项目计划 于2025年6月启动生产准备工作，建成后将大 ...

个股新闻 1. 台积电(TSM.N)海外子公司计划发行价值100亿美元的新股，以加强其外汇套期保值业务。 金十数据整理：每日美股市场要闻速递（6月25日 周三） 重要新闻 1. 据CME"美联储观察"：美联储7月维持利率不变的概率为81.4%，降息25个基点的概率为18.6%。 2. 欧盟警告称，若美国总统特朗普维持对基础关税的征收，那么欧盟计划对美国进口产品征收报复性关 税。 3. 伊朗证实本国核设施在美国空袭中"严重受损"。 4. 小马智行被纳入纳斯达克中国金龙指数。 5. 西班牙卫生部正在调查畅销减肥药Wegovy的开发商诺和诺德(NVO.N)是否违反了禁止推广处方药的 广告法律。 6. 法拉利(RACE.N)跨界进军帆船领域，推出将在明年下水的无内燃机赛艇。 7. 百思买(BBY.N)将其于2021年以4亿美元收购的家庭护理技术部门Current Health出售给Chris McGhee。 8. 波音"门塞事故"调查：制造流程缺陷及监管不力所致。 2. OpenAI首席执行官山姆·奥特曼周二透露，其与微软CEO萨提亚·纳德拉于周一举行了高层会晤，就两 家科技巨头未来的战略合作展开深度对话。 3. 摩 ...

奥迪在声明中表示，未来几年内，以尽可能灵活且稳定的方式提供差异化的产品组合，涵盖纯 电动车型（BEV）、插电式混合动力车型（PHEV）以及内燃机（ICE）车型，并基于PPE豪 华纯电动平台和PPC豪华燃油车平台开发的新车型将在此发挥关键作用。 更早前的5月20日，本田宣布，将调整纯电动汽车（EV）战略，即到2030年度，原计划用于 纯电动汽车和软件开发的10万亿日元将降至7万亿日元，降幅30%。同时，本田还将缩减纯电 动汽车销量。本田汽车董事、总裁兼首席执行官三部敏宏（Toshihiro Mibe）表示，本田将修 正截至2030年的纯电动汽车在汽车销量中所占的比例，预计从此前的40%调整到30%以 下。"汽车行业环境瞬息万变，商业环境不确定性日益加剧，电动汽车市场发展不及预期，且 海外主要市场的环保限制也有所松动。"三部敏宏解释称。 多家跨国车企正在放缓电动化步伐。日前，梅赛德斯-奔驰集团首席执行官康林松（Ola Källenius）称， 公司将调整2030年电动化战略，不再坚持"在条件允许的市场全面转向纯电 销售"的目标，转而采取燃油车与电动车长期共存的灵活策略。 "电气化的高技术燃油发动机将服役更久，在当 ...

转自：新华财经 【重点关注】 •据市场监管总局消息，总局近日全面开展2025年产品质量国家监督抽查工作，将对164种产品开展国家监督抽查，在生产、流通、平台广泛抽取样品，共计 1.6万余批次。2025年产品质量国家监督抽查坚持以问题为导向，进一步突出民生属性。儿童学生用品仍然是抽查重点；充电宝、电动自行车、燃气用具等 产品抽查批次数大幅提升；围绕保障新兴产业健康有序发展，将动力电池、无人机、光伏组件、电动汽车充电桩等纳入抽查范围；直播带货等网售产品抽查 力度显著增大，抽查批次较2024年增长70%。 •上海航运交易所发布周度报告，本周，中国出口集装箱运输市场继续呈现调整走势，不同航线市场运价跌多涨少，综合指数下跌。据国家统计局最新发布 的数据显示，5月全国规模以上工业增加值同比增长5.8%，显示出中国工业生产继续保持稳定增长，其中装备制造业和高技术制造业增长较快。6月20日， 上海航运交易所发布的上海出口集装箱综合运价指数为1869.59点，较上期下跌10.5%。 •据国铁集团，今天（21日）3时55分，随着X8155次全程时刻表中欧班列从西安国际港站驶出，全程时刻表中欧班列累计开行突破1000列。自2022 ...

Core Insights - The Future Technology Innovation Research Institute in Wuhan has successfully launched China's first domestically produced hydrogen internal combustion engine generator set, achieving 100% localization of key components [1][2] - The institute focuses on bridging the gap between scientific research and industrial application, emphasizing the importance of transforming research outcomes into commercial products [1] - The institute has established a comprehensive service system for technology transfer, including R&D in universities, concept validation, pilot testing, and industrial implementation [1] Summary by Sections - **Hydrogen Internal Combustion Engine Project**: The hydrogen internal combustion engine technology, developed over 40 years by universities, has transitioned from laboratory to commercial operation through the Future Institute's pilot testing [2] - **Incubation and Support**: The Future Institute has incubated 10 technology enterprises and facilitated over 1 billion yuan in financing, demonstrating its effectiveness in supporting startups [3] - **Collaborative Mechanism**: The institute has created a collaborative mechanism to address financing challenges for projects, providing R&D space and initial funding to attract social capital [1][2]

6月19日消息，美联储在货币政策委员会FOMC会后宣布，联邦基金利率的目标区间依然维持在4.25%至4.5%。至此，FOMC已连续四次货币政 策会议决定暂停行动。美联储官员利率预测中位值显示，美联储官员本次对今年的利率展望保持不变，明后两年均上调。这意味着，相比今年3 月美联储公布的利率预测，本次预测的明后两年降息力度低于上次。 特朗普在社交媒体上表示，美联储的关键借贷利率应至少降低两个百分点，利率能降2.5%就很好。特朗普近来讲话呼吁的降息幅度一次比一次 大，从开始的1%，到后来的2%，再到最新的2.5%。分析称，这是典型的特朗普风格，更像是谈判起点而非实际要求。（华尔街见闻） ｜点评｜ 美联储本次不降息和市场预期的一致，目前市场普遍预计美联储将在9月重启降息。美国加征关税带来的广泛影响在5月宏观数据中体 现得并不明显，美联储现在难以判断在进出口贸易中，关税上涨带来的成本提升最终谁会承担得更多一些。如果是消费者承担，则有可能引起 后续通胀小幅上行。 点击按钮▲立即预约 美联储连续四次会议暂停降息 美国现在的就业市场和通胀水平都处于相对稳定的状态，美联储降息的必要性不足。美联储现在只是在推测未来可能出现的种种 ...