智能制造是以新一代数字技术与先进制造技术深度融合为特征的新型生产方式。今年以来，一系列江 苏"智造"产品正以强劲创新力持续走俏全球市场。 □ 本报记者宋晓华 在江苏三笑集团绿色智慧工厂，200台智能化机械臂精准高效地挥舞，完成注塑、注胶等核心工序。这 座工厂深度融合智能机器人、自动流水线及定制管理系统，实现了关键工序高度自动化。承载国人记忆 的国货品牌"三笑"率先踏上了智能化革新征程。"新工厂投用后，智能化生产和数字化管理深度融合， 让生产效率提升了50%以上，出错率更低，产品品质更稳定可靠，有效推动了产品从'普适用'升级为'高 质量'。"三笑集团执行总经理王敏说，产品单价提升的同时，订单量不减反增。 据南京海关统计，今年1—11月，江苏省高新技术产品出口1.19万亿元，同比增长8.6%。高新技术产品 出口的增长离不开"智造"的升级。伊之密（300415）精密机械(苏州)有限公司的智能化生产车间，机械 臂精准挥舞，数控系统实时监控，上百吨重的大型智能数字化二板式注塑机正有序组装，即将发往欧洲 汽配客户基地，用于大型汽车覆盖件的批量生产。该公司高级总监侯永平介绍，政策措施叠加赋能下， 今年1—11月出口额超2亿 ...

每经AI快讯，有投资者在投资者互动平台提问：公司在投资者互动平台披露，圆柱锂电池可应用于机 器人领域，且正积极拓展该新兴业务。请问目前公司已向哪些机器人相关企业（含工业、服务、人形机 器人等领域）送样适配、推进合作洽谈？相关送样测试及合作落地进展如何？ 圣阳股份（002580.SZ）12月23日在投资者互动平台表示，公司圆柱锂电池可广泛应用于电动工具、智 能家居、机器人等领域。公司将把握市场机遇，聚焦市场需求，积极拓展新兴行业应用场景与客户合 作。有关业务情况，届时请参阅公司定期报告。 （文章来源：每日经济新闻） ...

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Group 1 - The core viewpoint of the article highlights the significant growth in China's two-wheeled electric vehicle lithium battery PACK shipments, which reached 12.04 million units in the first three quarters of 2025, representing a year-on-year increase of 28.3% [2] - The growth is attributed to several factors, including the introduction of new models by C-end vehicle manufacturers, the implementation of new national standards, and promotional activities by car companies [2] - The shared mobility sector continues to expand, with companies like Hello and Qingju launching in multiple cities, contributing to the increase in battery shipments for shared electric bikes [2] Group 2 - Exports of two-wheeled vehicle lithium batteries from China reached approximately 3.2 million units in the first three quarters of 2025, marking a year-on-year increase of 12.3% [3] - The demand for two-wheeled vehicle batteries in the European and American markets is steadily rising, while Southeast Asia, India, and Africa present long-term potential due to low penetration rates of lithium batteries [3] - The penetration rate of lithium iron phosphate batteries is steadily increasing, with the market shares for manganese lithium, ternary, and lithium iron phosphate batteries being 39.4%, 27.4%, and 33.2% respectively in the first three quarters of 2025 [3] Group 3 - The market share of square lithium batteries has been increasing, with their share rising by 2.1 percentage points compared to the same period in 2024, primarily driven by significant growth from companies like Xingheng [6] - The distribution of two-wheeled vehicle lithium battery PACK shipments in Q3 2025 was 37.7% for square batteries, 39.3% for cylindrical batteries, and 23% for soft-pack batteries [6] - The advancement of full-tab technology in cylindrical batteries is expected to enhance charging capabilities and safety, potentially impacting the market shares of square and soft-pack batteries [6]

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, in Guangzhou, with over 200 exhibitors and 20,000 professional attendees expected [1] - The event will feature the first batch of exhibitors and sponsors, including companies like Jin Na Technology, Ru Tian Technology, and Rong Jie Energy [1] - The conference aims to promote the solid-state battery industry and recognize outstanding contributions through the 2025 Qidian Solid-State Battery Golden Ding Award ceremony [1] Group 2 - The Chuangming cylindrical lithium battery project, with a total investment of 5 billion yuan, is being constructed in Yantai, Shandong, covering an area of approximately 350 acres [2] - The project includes the establishment of a fully automated cylindrical lithium battery production line and aims to serve as a northern battery base for Chuangming New Energy [2] - The project is expected to enhance the local lithium battery industry and create synergies with other bases in Southwest China [2] Group 3 - Chuangming New Energy has maintained its position in the top tier of the 32 series cylindrical battery market, being a pioneer in high-capacity cylindrical batteries [3][6] - The company has achieved seven capacity breakthroughs and is actively expanding its product range, including large cylindrical batteries and sodium batteries [6] - The 32 series cylindrical battery products are designed for various applications, including small-scale energy storage and smart home devices, with significant market demand [6][7] Group 4 - The global cylindrical battery shipments are projected to reach 151.2 GWh in 2024, representing a 24% year-on-year increase, with Chuangming New Energy ranking tenth in overall shipments [7] - The company is positioned eighth in the large cylindrical battery segment, indicating strong market presence and growth potential [7] Group 5 - Major players in the lithium battery market, including CATL, BYD, and Xinwanda, are investing over 100 billion yuan in Shandong, contributing to the local lithium battery industry's growth [8][14] - CATL has established a comprehensive industrial chain in Shandong, with a planned capacity of 160 GWh across multiple locations [9][10] - BYD's investment in Yantai includes a 560 billion yuan project for a new energy power industry park, which will significantly enhance local production capabilities [12][14]

Core Insights - The report highlights a steady growth in the national electrification rate, projected to reach approximately 35% by 2030, with an annual increase of about 1 percentage point [6] - The construction of "vehicle-road-cloud integration" pilot cities is accelerating, with companies rapidly expanding their layouts, indicating potential investment opportunities in related stocks [7] - The semiconductor and AI sectors are experiencing significant advancements, with companies like Zhongtai Co. and Guokewi planning to enhance their product offerings in AI chips and battery technologies [8] Domestic Financial Market - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index rose by 1.80% to 13356.14, indicating a positive market sentiment [4] - The market saw a total trading volume of 2.33 trillion, a decrease of 167.6 billion from the previous trading day, suggesting a slight contraction in trading activity [9] Industry Developments - Six departments have prohibited the addition of new cement clinker and flat glass production capacity, requiring new projects to develop capacity replacement plans, which may impact related industries [6] - The "AI investment advisory brokerage" is nearing realization, with advancements in platforms like "Xiangcai + Dazhihui," indicating a shift towards AI-driven financial services [7] Company Focus - Zhongtai Co. is expected to achieve a net profit of 325 million to 355 million, representing a year-on-year growth of 71.36% to 87.19% by the third quarter of 2025 [8] - Guokewi plans to develop a full range of vehicle-mounted AI chips over the next three years, indicating a strong focus on innovation in the automotive sector [8] - The company Qiaocheng Ultrasonic has made progress in advanced semiconductor packaging, receiving formal orders for its products, which may enhance its market position [8]

Core Viewpoint - The company, Weilan Lithium (002245), specializes in the production of cylindrical lithium batteries, which are primarily used in various applications such as power tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] Group 1 - The company produces cylindrical lithium battery products [1] - The main applications of these products include electric tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1]

Group 1 - The company, Weilan Lithium, confirmed that its lithium battery products are cylindrical lithium batteries and that its research and development focus is primarily on small power systems [2]

Core Viewpoint - The company primarily produces cylindrical lithium batteries, which are mainly used in various applications such as power tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] Group 1 - The company confirmed that it manufactures cylindrical lithium battery products [1] - Key application areas for the company's products include electric tools, cleaning appliances, electric motorcycles, robots/dogs, and BBU [1] - The company was asked about the revenue proportion from energy storage battery cells, but no specific percentage was provided in the response [1]

Group 1 - The company, Weilan Lithium Core (002245), stated on August 27 that it does not supply terminal manufacturers directly in the BBU battery field [1] - The company specializes in the manufacturing of cylindrical lithium batteries and does not engage in the entire power system [1]