每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 （记者 张明双） 每经AI快讯，工业富联（SH 601138，收盘价：58.93元）11月26日晚间发布公告称，公司第三届第二十 九次董事会会议于2025年11月26日以书面传签的方式召开。会议审议了《关于调整回购股份价格上限的 议案》等文件。 2024年1至12月份，工业富联的营业收入构成为：云服务设备占比52.43%，通信网络设备占比47.26%， 工业互联网占比0.15%，其他业务占比0.15%。 截至发稿，工业富联市值为11702亿元。 ...

国家将数字化、网络化、智能化和绿色化写入制造业发展主线，把智能工厂、灯塔工厂视为新质生产力 与先进制造业集群的重要载体，并设定智能制造示范工厂数量、企业数字化水平等量化目标;地方层面 以资金补贴、试点示范、产业基金等方式，对智能工厂、灯塔工厂进行梯度培育，形成从诊断、技改到 示范工厂的完整政策链条。行业布局上，我国灯塔工厂行业布局向高技术领域延伸，核心经营指标显著 领先全球平均水平。空间布局上，我国灯塔工厂呈"沿海集聚、内陆追赶"趋势。在"人工智能+"行动 和"十五五"规划共同牵引下，AI+制造被上升为国家级系统工程，灯塔工厂向数智化、绿色化、融合化 升级，从数量领先走向区域集群和全球复制的新阶段。 本土工业软硬件厂商共振，构筑灯塔工厂数智底座 本土企业以工业软件、自动化控制、工业互联网和AI大模型为核心抓手，在感知、控制、平台与应用 多层协同发力，为灯塔工厂提供从"工厂操作系统"到场景化解决方案的全栈能力。 风险提示：政策及评选口径不及预期、技术演进与落地成效不及预期、客户集中与行业周期波动风险 智通财经APP获悉，国泰海通发布研报称，在AI与"十五五"规划双重牵引下，灯塔工厂已演进为承载新 质生产力与新型 ...

Core Insights - The "2025 Data Element Empowering New Industrialization" competition concluded in Wuzhen, Zhejiang, focusing on the theme "Data-Driven Innovation, Intelligent Manufacturing Leading the Future" [1] - A total of 86 top teams reached the finals, emphasizing the deep application of data elements in industrial sectors [1] - The competition aimed to guide collaboration between industry and academia to tackle common challenges in new industrialization and promote intelligent upgrades in industries [1] Group 1: Competition Highlights - Zhejiang Unicom participated actively, with 8 projects winning awards across three tracks: industrial intelligence, industrial data circulation and utilization, and high-quality industrial data set construction and application [1] - The awarded projects showcased diverse practices of data elements in industrial scenarios, reflecting Zhejiang's varied explorations and achievements in promoting digital transformation in manufacturing [1] - Several winning projects were developed in collaboration with key industrial enterprises in the province [1] Group 2: Future Directions - Zhejiang Unicom plans to further promote the integration of new technologies such as 5G-A and industrial internet with data elements [1] - The company aims to replicate and promote solutions across multiple industries and scenarios, enhancing data circulation infrastructure and regulatory frameworks in collaboration with industry partners [1] - This initiative is expected to assist in advancing new industrialization to a higher level [1]

Core Insights - The "2025 Data Element Empowering New Industrialization" competition was held in Wuzhen, Zhejiang, focusing on the theme "Data-Driven Innovation, Intelligent Manufacturing Leading the Future" [1] - A total of 86 top teams entered the finals, emphasizing the deep application of data elements in industrial sectors [1] - The competition aimed to guide collaboration between industry and academia to tackle common challenges in new industrialization development, promoting intelligent upgrades in industries [1] Company Highlights - Zhejiang Unicom actively participated in the digital transformation of Zhejiang, winning awards for 8 projects across three tracks: industrial intelligence, industrial data circulation and utilization, and high-quality industrial data set construction and application [1] - The awarded projects showcased diverse practices of data elements in industrial scenarios, reflecting Zhejiang's multifaceted exploration and achievements in promoting the digital transformation of manufacturing [1] - Several winning projects were developed in collaboration with key industrial enterprises in the province [1] Future Directions - Zhejiang Unicom plans to further promote the integration of new technologies such as 5G-A and industrial internet with data elements, aiming to replicate and promote solutions across multiple industries and scenarios [1] - The company intends to work with industry chain partners to enhance the infrastructure and regulatory framework for data circulation, supporting the advancement of new industrialization to a higher level [1]

Group 1: 5G+ Application Scenarios - The government will accelerate the cultivation of "5G+" application scenarios, focusing on small, medium, and large enterprises, and enhancing 5G factory construction in key industries [1] - Integrated and centralized solutions will be promoted, with key applications including machine vision quality inspection, remote equipment control, and flexible manufacturing [1] Group 2: Artificial Intelligence+ - The Ministry of Industry and Information Technology will introduce implementation opinions for the "Artificial Intelligence+ Manufacturing" special action, extending AI applications across R&D design, production, management decision-making, and operational services [3] - The initiative aims to deepen AI technology innovation and integration, fully unleashing the "multiplicative" effect of AI [3] Group 3: Robotics+ - The focus will be on promoting industrial and humanoid robots in factories, particularly in welding, assembly, spraying, and handling applications [5] - The initiative will also target complex and harsh production environments in mining, civil explosives, and emergency sectors to enhance intelligent operations in dangerous conditions [5] Group 4: Industrial Internet+ - The government plans to develop an action plan for the integration of industrial internet and AI, aiming to create an upgraded version of "5G+ Industrial Internet" [7] - The implementation of "chain-network collaboration" projects will be accelerated in key industries such as steel, electricity, shipbuilding, and aviation, promoting applications in design, production scheduling, and warehousing [9] Group 5: Beidou+ - The government will research policies to promote the development of the space-time information industry, deepen the application of Beidou in urban pilot projects, and accelerate the integration of Beidou with mobile communication technologies [11] - The focus will be on the deep integration of Beidou in new scenarios such as smart cities and intelligent transportation [11]

Core Insights - The Chinese government is accelerating the cultivation and large-scale application of new scenarios through a series of coordinated efforts and policy implementations [1][2][3] Group 1: Implementation Strategies - The National Development and Reform Commission (NDRC) will collaborate with relevant departments to organize and implement the "Implementation Opinions" for cultivating and opening new scenarios [1][2] - Emphasis will be placed on project-based and list-based approaches to promote application scenarios, focusing on comprehensive major scenarios and high-value niche scenarios [2] - Mechanisms will be improved to ensure the sustainable development of scenario cultivation and opening, leveraging government procurement policies to support new technologies and products [2][3] Group 2: Technological Innovation - The Ministry of Science and Technology will focus on three key areas: strengthening core technology breakthroughs, enhancing the role of enterprises in technological innovation, and accelerating the efficient transformation of major technological achievements [4] - The aim is to create a rapid iterative innovation mechanism that links demand, technological breakthroughs, scenario validation, and industrial application [4] Group 3: Sector-Specific Applications - The Ministry of Industry and Information Technology will accelerate the cultivation of application scenarios in key areas such as "5G+", "Artificial Intelligence+", "Robotics+", "Industrial Internet+", and "Beidou+" [5][6][7] - Specific actions include promoting 5G factory construction, extending AI applications across manufacturing processes, and enhancing the deployment of robots in various industrial settings [6][7]

Core Viewpoint - The Chinese government is accelerating the cultivation and large-scale application of new scenarios through coordinated efforts among various departments and regions, focusing on project implementation and experience sharing [1][2]. Group 1: Implementation Strategies - The National Development and Reform Commission (NDRC) will organize the implementation of the "Implementation Opinions" by launching application scenario project lists in batches, focusing on major comprehensive scenarios and high-value niche scenarios [1][2]. - Emphasis will be placed on collaboration among various stakeholders to ensure effective implementation of the "Implementation Opinions," as the cultivation and application of scenarios involve multiple fields and departments [1][2]. Group 2: Mechanism Improvement - The government will enhance the mechanism for promoting scenario cultivation, leveraging procurement policies to support the application of new technologies, products, and scenarios [2]. - There will be a focus on both "hard construction" (infrastructure and platforms) and "soft innovation" (regulations, systems, and policies) to ensure sustainable development of scenario cultivation and openness [2][3]. Group 3: High-Value Scenario Supply - The State-owned Assets Supervision and Administration Commission (SASAC) will work with relevant departments to strengthen the supply of high-value scenarios and enhance the application capabilities of these scenarios [3]. - Central enterprises, which hold significant infrastructure and industry data resources, will play a crucial role in supplying scenarios [3]. Group 4: Key Application Areas - The Ministry of Industry and Information Technology (MIIT) will accelerate the cultivation of application scenarios in key areas such as "5G+", "Artificial Intelligence+", "Robotics+", "Industrial Internet+", and "Beidou+" [4][5]. - Specific actions include the implementation of the "5G Scale Application" initiative to deepen 5G factory construction across various industries and promote integrated solutions [4]. - For "Artificial Intelligence+", the focus will be on extending AI applications across manufacturing processes, enhancing innovation and integration [4]. - The "Robotics+" initiative aims to expand the application of robots in various industrial settings, particularly in hazardous environments [4]. - The "Industrial Internet+" initiative will promote the integration of industrial internet with key industries, enhancing operational efficiency [5]. - The "Beidou+" initiative will support the development of spatial information industries and promote the integration of Beidou technology in smart city applications [5].

Core Viewpoint - The article discusses the implementation of the State Council's opinions on accelerating the cultivation and opening of application scenarios, marking a systematic deployment of scenario cultivation in China [1][2]. Group 1: Definition and Importance of "Scenarios" - "Scenarios" are defined as specific contexts for the innovative application of new technologies, products, and business models, originating from the film industry and now applied across various sectors [3]. - The absence of scenarios can hinder the transition of innovative results from theory to market, emphasizing the need for scenario openness to bridge the gap between technology and industry [3]. Group 2: Key Areas for Scenario Development - The implementation opinions outline five main areas for scenario cultivation and opening: digital economy and AI applications, manufacturing and transportation upgrades, mining and emergency services, social governance, and enhancing livelihood applications [4]. - The Ministry of Industry and Information Technology plans to accelerate the cultivation of application scenarios in these five key areas [4]. Group 3: Specific Application Scenarios - The five highlighted application scenarios include: 1. "5G+" applications focusing on factory construction and integrated solutions [4]. 2. "AI+" applications extending AI into manufacturing processes [4]. 3. "Robotics+" applications promoting the use of robots in various industrial settings [5]. 4. "Industrial Internet+" applications integrating industrial internet with key industries [6]. 5. "Beidou+" applications enhancing the integration of Beidou technology in smart cities and agriculture [6]. Group 4: Strengthening Leading Technology Enterprises - The Ministry of Science and Technology aims to enhance the role of enterprises in technological innovation, promoting a rapid iteration mechanism from demand to application [7]. - The government encourages state-owned enterprises to open their scenarios to attract participation from private and small enterprises [7][8]. Group 5: Local Practices and Initiatives - Guangdong and Anhui provinces are leading in implementing these initiatives, with Guangdong establishing a comprehensive scene innovation mechanism and Anhui launching a city scene innovation promotion center [9]. - Anhui aims to develop 1,000 application scenarios by 2027, focusing on areas like quantum information and artificial intelligence [9].

Core Viewpoint - The State Council of China has issued the "Implementation Opinions on Accelerating Scene Cultivation and Open Promotion for Large-Scale Application of New Scenes," marking the first systematic deployment of scene cultivation and openness in the country [1] Group 1: Definition and Importance of "Scenes" - "Scenes" are defined as specific contexts for the innovative application of new technologies, products, and business models, originating from the film industry and now applied across various sectors [2] - The absence of scenes can hinder the transition of innovative results from theory to practical application, emphasizing the need for scene openness to bridge the gap between technology and industry [2] Group 2: Key Directions for Scene Cultivation - The "Implementation Opinions" outline five main areas for scene cultivation and openness, including digital economy, artificial intelligence, manufacturing, emergency response, and social governance [3] - The Ministry of Industry and Information Technology plans to accelerate the cultivation of application scenes in five key areas: "5G+", "Artificial Intelligence+", "Robotics+", "Industrial Internet+", and "Beidou+" [3][4] Group 3: Technology Leadership and Enterprise Involvement - The Ministry of Science and Technology aims to strengthen the role of enterprises in technological innovation, promoting a rapid iterative innovation mechanism that includes demand-driven technology breakthroughs and scene validation [5][6] - Central enterprises have established over 800 AI application scenes and are expected to enhance the supply of high-value scenes, thereby facilitating the integration of technological and industrial innovation [6] Group 4: Local Practices and Initiatives - Guangdong has developed a "four-in-one" mechanism to foster a unified approach to scene innovation, focusing on major scene implementation and specialized services [7] - Anhui has established a city scene innovation promotion center and plans to implement the "thousand scenes" initiative in quantum information, aiming to create 1,000 application scenes by 2027 [7]

Core Viewpoint - The Chinese government is accelerating the cultivation and large-scale application of new scenarios through a series of implementation opinions and collaborative efforts among various departments and regions [1][4]. Group 1: Implementation Strategies - The National Development and Reform Commission emphasizes the need for innovation-driven approaches, focusing on both technological and institutional innovation to facilitate the emergence and application of innovative results [2]. - A market-oriented mechanism for the allocation of scenario resources will be established to ensure equal access and optimize resource distribution among various entities [2]. - The implementation will be tailored to local conditions, promoting unique and differentiated scenarios while avoiding redundant constructions [2]. Group 2: Systematic and Integrated Development - The cultivation and opening of scenarios will be approached systematically, enhancing collaboration across different fields, levels, and links to ensure cohesive support for various reform measures [3]. - The integration of multiple technologies and business models will be promoted to unlock deeper market value that cannot be achieved through single technologies [3]. Group 3: Focus on Key Technologies - The Ministry of Science and Technology will focus on overcoming key core technologies and driving the cultivation of major scenarios through breakthroughs in cutting-edge technologies [4]. - A rapid iterative innovation mechanism will be established, linking demand-driven approaches with technological breakthroughs and scenario validation [4]. Group 4: Specific Application Scenarios - The Ministry of Industry and Information Technology will accelerate the cultivation of application scenarios in key areas such as "5G+", "Artificial Intelligence+", "Robotics+", and "Industrial Internet+" [6][7]. - The "5G+" initiative aims to deepen the construction of 5G factories across various enterprises, promoting integrated solutions and key applications [6]. - The "Artificial Intelligence+" initiative will extend AI applications across manufacturing processes, enhancing innovation and integration [6]. Group 5: Collaboration and Resource Sharing - The State-owned Assets Supervision and Administration Commission will work with relevant departments to enhance the supply of high-value scenarios and broaden the scope of scenario openness [8]. - Collaboration among state-owned enterprises, private enterprises, and research institutions will be encouraged to jointly undertake major projects and technological challenges [8].