调研中，信长星强调，当前新一轮科技革命和产业变革加速突破，要以时不我待、只争朝夕的紧迫 感、责任感，大力推动科技创新和产业创新深度融合，全面实施"人工智能+"行动，着力打造新兴支柱 产业，前瞻布局未来产业，培育高质量发展新动能。各地要坚持因地制宜，科学合理选择符合本地区实 际的产业赛道，塑造特色发展优势。南京要主动担当、大胆探索，更好发挥引领示范和辐射带动作用， 培育壮大科技领军企业和优势产业集群，为打造发展新质生产力的重要阵地作出更大贡献。 省领导周红波、储永宏、沈剑荣参加调研。 位于南京人工智能生态街区的智能体集散中心展示了各类智能产品和解决方案。信长星观看创新成 果演示、了解集散中心运营模式，要求强化企业创新主体地位，完善政策、资金、人才、应用场景等支 持，分行业分领域促进供需精准对接，构建良好的创新生态、产业生态，推动人工智能更好赋能千行百 业、造福广大群众。在与OPC创业者交流时，信长星鼓励大家扎根江苏、锐意进取，在人工智能领域 大显身手。 在中科创达软件科技有限公司，信长星仔细了解人才团队、智能操作系统研发、产业链协作等情 况，对企业发展取得的成绩表示赞许，希望企业坚持智能化、绿色化、融合化方向， ...

1月6日，省委书记信长星在南京调研。他强调，今年是"十五五"开局之年，要深入学习贯彻党的二 十届四中全会、中央经济工作会议精神和习近平总书记对江苏工作重要讲话精神，紧紧围绕推动高质量 发展这个主题，抢抓新机遇、展现新作为，扎扎实实做好经济社会发展各项工作，确保"十五五"开好 局、起好步。 工业操作系统是智能制造的核心支撑。翼辉信息技术有限公司长期致力于工业操作系统研发。信长 星走进展厅和中试平台，详细了解企业发展历程、技术创新、产品应用等情况。他指出，要围绕国家战 略需求，瞄准前沿领域，持续加强关键核心技术攻关，不断提升自主创新能力，努力取得更多突破性成 果，为构建现代化产业体系提供有力保障。 在中科创达软件科技有限公司，信长星仔细了解人才团队、智能操作系统研发、产业链协作等情 况，对企业发展取得的成绩表示赞许，希望企业坚持智能化、绿色化、融合化方向，把握智能网联汽车 等发展机遇，依托江苏良好的科教资源和产业基础，吸引集聚创新人才，加强软硬件协同攻关，推动更 多好项目落地江苏。 调研中，信长星强调，当前新一轮科技革命和产业变革加速突破，要以时不我待、只争朝夕的紧迫 感、责任感，大力推动科技创新和产业创新深度融 ...

Core Viewpoint - Dongtu Technology emphasizes its capability in high-precision industrial scenarios, particularly in rocket and aerospace equipment manufacturing, through its core products like intelligent controllers and industrial operating systems [1] Group 1 - The company has a strong technical accumulation in high-precision control and industrial-grade stability, making its products suitable for applications in the aerospace sector [1]

格隆汇12月22日丨东土科技(300353.SZ)公布，在国家深入推进关键核心技术自主可控战略的背景下， 工业操作系统作为产业链供应链安全"补短板" 范畴的关键环节，正迎来政策赋能与市场需求双轮驱动 的发展机遇。为进一步优化子公司北京光亚鸿道操作系统有限公司（简称"光亚鸿道"或"目标公司"）的 股权结构，充分借助国家级战略资本的资源优势与产业协同效应，加速工业操作系统业务在关键行业和 重点领域的国产替代进程。公司下属子公司光亚鸿道拟通过增资扩股方式引入战略投资者国风投（北 京）智造转型升级基金（有限合伙）（简称"国风投基金"）。 国风投基金拟以人民币11,000万元对光亚鸿道进行增资，认购光亚鸿道新增注册资本2,875.5485万元， 占本次增资完成后光亚鸿道注册资本的5.8201%。本次增资完成后，光亚鸿道的注册资本由46,531.6030 万元增加至49,407.1515万元。公司及光亚鸿道其他股东北京工智源信息咨询中心（有限合伙）、昆仑北 工（北京）绿色创业投资基金（有限合伙）均放弃本次增资的优先认购权。本次增资完成后，公司持有 光亚鸿道的股权比例下降至70.8400%，光亚鸿道董事会仍由3名董事组成， ...

Core Insights - The application of artificial intelligence in the steel manufacturing sector is advancing towards a new stage of "full-process empowerment" [1][2] - Baosight Software serves as the core support and original technology source for China Baowu's digital transformation, offering comprehensive digital solutions that cover the entire lifecycle of steel manufacturing [1] - The integration of innovative methodologies, self-developed core technologies, and benchmark practices forms a strategic closed loop to address the challenges of implementing industrial intelligence [1] Group 1 - The paradigm of "AI+ manufacturing" integrates scene innovation, model empowerment, data value enhancement, computing power supply, and platform foundation, providing an advanced methodology for the complex application scenarios in the steel industry [1] - Baosight's fully autonomous industrial operating system has broken through long-standing technology barriers in key areas traditionally dominated by foreign entities, establishing a secure and reliable digital foundation for intelligence in heavy industries [1] Group 2 - The practical results showcased by managers and technical experts from Baosteel, New Steel Group, Chongqing Iron and Steel, and Fujian Sangang demonstrate that AI technology is now deeply embedded in the entire steel production chain, including intelligent optimization of the blast furnace process and predictive maintenance of key equipment [2] - "AI+ manufacturing" has transitioned from a concept to a tangible, quantifiable, and replicable tool for enhancing productivity in steel production [2]

近日，2025工业操作系统大会在我市吴中区举行。工业操作系统是驱动制造系统自主运行的"核心 大脑"，是工业发展的"数字底座"。本次大会以"AI赋能、智控领航、新质跃升"为主题，聚焦工业操作 系统在技术突破、生态协同与行业落地等关键维度，深入探讨"十五五"时期我国工业操作系统产业高质 量发展的可实施路径。 国家工业操作系统检验检测公共服务平台、工业操作系统（数字制造）综合创新平台同步启动。 大会会聚院士专家、产业链领军企业代表作主题发言，共同探讨工业操作系统在"十五五"关键窗口 期的跨越发展之路，为推动新型工业化"向上向新"、保障国家产业链供应链安全稳定建言献策。现场还 举办了专题论坛、供需对接会、新品发布会等多场活动。 现场，开放原子紫金专区运营总部揭牌。该运营总部由江苏软件产业人才发展基金会、苏州市工业 和信息化局与吴中区人民政府三方共建，将联动省内软件名园、重点企业、高校院所，围绕RISC-V、 工业软件、AI模型等关键领域，形成一批具有全国影响力的开源技术成果。 ...

转自：新华财经 其中，国家工业操作系统检验检测公共服务平台以工业操作系统标准测评认证体系建设为核心，以保障重点行业的关键基础设施安全为根本，打造覆盖芯片 级至行业级的全栈适配测试验证工具链，构建国家测试基准与标准体系；开放原子紫金专区运营总部由江苏软件产业人才发展基金会、苏州市工信局与吴中 区人民政府三方共建，将建立市场化运营团队，联动省内软件名园、重点企业、高校院所，围绕RISC-V（计算机开源指令集架构）、工业软件、AI模型等 关键领域，探索形成一批具有全国影响力的开源技术成果；工业操作系统（数字制造）综合创新平台由苏州汇川技术携手重点软件企业、制造业龙头与科研 院所共建，聚焦工艺设计、工厂规划、产线仿真、数字装备等关键领域强化协同创新，打造贯穿"设备—产线—工厂"的全生命周期工业软件体系和数字工厂 底座。 近年，吴中区聚力发展"机器人+人工智能"产业集群，推动软硬件协同发展，工控系统、人工智能垂域大模型、具身智能大小脑等核心领域发展迅速，落地 哈工大苏州研究院、赛迪苏州研究院、信通院江苏分院、浙大苏州智能制造研究院等大院大所，打造了江苏省智能机器人技术创新中心、苏州市具身智能机 器人综合创新中心、苏州工 ...

Core Insights - The second New Quality Productivity Data Element Industry Innovation Conference was held in Beijing, focusing on the theme of "increasing capacity scenarios, enhancing resource efficiency, and improving quality innovation" [1] - The conference gathered representatives and experts from ten key sectors, including aerospace, low-carbon energy, artificial intelligence, and healthcare, to discuss the deep integration of "industry + scenarios" [1] Group 1 - Two major annual co-construction plans were officially announced at the conference [1] - The "AI + Advanced Manufacturing Skills Training Center" is led by Beijing Handifurui Technology Co., Ltd., in collaboration with various ecological partners, aiming to create a visible, applicable, and mobile skills training and output base for advanced manufacturing [1] - The "AI + Industrial Operating System Joint Laboratory" focuses on the intelligent upgrade and localization of industrial operating systems, promoting the development of advanced manufacturing through a common technology platform [1] Group 2 - The conference emphasized a collaborative model involving "joint bodies + leading enterprises + ecological partners" to build a common technology service platform [1] - The core empowerment methods are centered around artificial intelligence and data elements, facilitating collaborative innovation in specific fields and application scenarios [1] - The Zhongguancun Yonghe Aerospace Technology Park will continue to serve as a "data element integration practice field," providing systematic support for enterprises from technology validation to commercialization [2]

Core Viewpoint - Dongtu Technology's main business in industrial network communication is stable, but overall performance is under pressure due to high investments in industrial operating systems and intelligent controllers aimed at new industrialization control technology systems. The company has achieved a turnaround in non-net profit for 2024 and plans to accelerate the large-scale application of emerging businesses to lay a foundation for long-term profitability [1]. Group 1 - The company's main business in industrial network communication is profitable and stable [1] - Overall performance is pressured by significant investments in new industrialization control technologies [1] - The company has achieved a turnaround in non-net profit for 2024 [1] Group 2 - As a technology-intensive enterprise, the company aims to accelerate the large-scale application of emerging businesses [1] - The focus on new application scenarios is intended to establish a foundation for long-term profitability [1]

Summary of Dongtu Technology Conference Call Company Overview - **Company**: Dongtu Technology - **Industry**: Automation and Industrial Control Solutions Key Points Financial Performance - Dongtu Technology reported a **11% year-on-year decline** in revenue for the first three quarters, primarily due to adjustments in the solutions and smart controller business [2][4] - Revenue from chemical safety monitoring and mobile operator network optimization decreased significantly, while industrial network communication showed stable growth [2][4] - The industrial operating system and software services experienced revenue increases [5] Acquisition of Highweike - Dongtu Technology announced the acquisition of Highweike through a combination of share issuance and cash, aiming to leverage synergies between the two companies [3][6] - Highweike's business includes technical integration product sales, complete automation system integration, and automation product distribution, which will enhance Dongtu's product line and market competitiveness [6][7] - The acquisition is expected to accelerate the promotion of Dongtu's smart controllers and solutions, addressing supply chain issues through domestic alternatives [2][8] Strategic Goals and Integration - The acquisition aims to transition Dongtu from passive product sales to active provision of integrated automation solutions, enhancing customer loyalty and value [6] - Post-acquisition, Dongtu plans to categorize Highweike's customers and provide customized solutions, with a focus on collaboration between sales and technical teams [9][10] - The integration is expected to yield results by early 2026, with a focus on optimizing operational efficiency and enhancing overall profitability [10][12] Market Outlook and Future Strategies - Dongtu Technology is actively investing in capital operations and external investments to build an ecosystem, including investments in TianGong and Anlu Intelligent [11] - The company anticipates stable growth in the industrial network communication sector due to domestic substitution policies, while the industrial operating system and software sectors are expected to grow significantly [13] - The company has secured substantial orders from leading domestic semiconductor equipment manufacturers, which are projected to contribute approximately **30-40 million** in revenue this year, potentially increasing to tens of millions next year [14] Challenges and Risks - The company faces challenges due to structural issues leading to revenue declines, particularly in the solutions segment [12] - The integration of Highweike is seen as a way to mitigate supply chain risks and enhance revenue from controller sales [9][12] Conclusion - Dongtu Technology is focused on stabilizing its existing business while pursuing growth through strategic acquisitions and investments in automation solutions, with a positive outlook for the future despite current challenges [12][15]