（来源：湖州日报） 制造业数字化转型的根基在于坚实的技术自主与产业自立。无论是突破设计仿真、工业控制、生产管理 等环节的工业软件，还是研发高性能数控机床、工业芯片、传感器、机器人等关键硬件，都必须坚持掌 控关键核心技术。为此，需充分发挥新型举国体制优势，强化国家战略科技力量引领，深化产学研用协 同创新，在制造业数字化共性技术、前沿领域和"卡脖子"环节组织合力攻关。前瞻布局与制造业深度融 合的数字技术，并加快其工业化部署与迭代应用。着力打造自主可控的工业软件体系，推动基础工艺、 控制方法、算法模型等知识经验的软件化封装与复用。 作为数字化转型的关键驱动要素，数据潜能的充分释放有赖于完善基础设施和规范治理体系的双重支 撑。要加强数据基础设施的统筹建设，如5G+工业互联网、数据空间、算力中心等，推动其向工业园 区、产业集群和中小企业普惠覆盖。探索构建贯穿数据开发利用全生命周期的治理体系，培养企业数据 管理意识和能力，确保数据管得好、用得活、流得通。加快健全数据分类分级、确权授权、安全审查、 风险评估等制度规范，在保障数据安全、商业秘密和个人隐私的前提下，促进数据要素在产业链上下 游、产学研用之间的合规高效共享与价值 ...

Core Insights - The "Industrial Internet Innovation Development Project" is a key initiative in China's 15th Five-Year Plan, aiming to integrate industrialization and informatization to create internationally competitive digital industry clusters and accelerate the country's progress towards becoming a network power [1][12]. Industrial Internet Overview - The Industrial Internet serves as an intelligent carrier for massive industrial data collection, transmission, storage, computation, analysis, and application, driven by advancements in 5G, big data, and artificial intelligence [3][6]. - It consists of five main functional components: network, identification, platform, data, and security, with a focus on ubiquitous connectivity across various industrial entities [3][4]. Application and Value Creation - The Industrial Internet enables diverse and complex application scenarios, facilitating digital transformation across industries, with a collaborative development process that extends from leading enterprises to the entire supply chain [4][6]. - It reshapes business models and value creation methods, emphasizing collaborative value generation among platforms, customers, and service providers [4][6]. Impact on Production and Industry - The Industrial Internet is a cornerstone of the Fourth Industrial Revolution, transforming production modes from scale economies to range economies and enhancing the role of data as a core production factor [6][7]. - It optimizes production processes, improves supply chain intelligence, and enhances resource utilization efficiency, with significant economic spillover effects [8][9]. Technological Innovation and Ecosystem Development - The Industrial Internet accelerates technological innovation by providing vast data for AI and big data applications, fostering cross-domain collaborative research and development [9][10]. - In China, the initiative has seen the establishment of over 340 industrial internet platforms, connecting more than 100 million devices, and creating a robust infrastructure for its implementation [13][12]. Future Directions and Policy Support - The project requires strategic planning and policy guidance, with a focus on enhancing network infrastructure, advancing key technologies, and fostering a diverse industrial ecosystem [14][15][16]. - Emphasis is placed on cultivating market entities, supporting software development, and enhancing talent training to drive the growth of the "5G + Industrial Internet" sector [17][18][19].

Group 1: Company Performance Highlights - Huayin Power reported a staggering net profit increase of up to 4423%, indicating a shift from earning 1 unit last year to 44 units this year, driven by increased power generation and reduced fuel costs [3] - Whirlpool experienced a net profit surge of 559%, leveraging innovation and cost reduction strategies amidst a growing domestic appliance market [3] - Brother Technology's net profit is expected to increase by over 325%, benefiting from rising vitamin prices and decreasing costs, solidifying its position as a leading global player in the vitamin market [3] Group 2: Industry Trends and Insights - The 13 companies with significant profit forecasts are primarily concentrated in the renewable energy, technology, and consumer upgrade sectors, with renewable energy benefiting from supportive policies and market reforms [4] - The technology sector is seeing rapid advancements, particularly in AI and IoT, with companies like Chipeng Micro and Guomai Technology aligning with current trends [4] - The consumer sector is stable, with companies like Whirlpool capitalizing on the recovery of domestic demand, leading to impressive performance [4] Group 3: Investment Considerations - Long-term growth potential in the renewable energy sector is clear, although short-term market fluctuations may pose challenges [5] - The technology industry requires careful selection of companies with genuine technological advantages due to rapid innovation cycles [5] - The consumer sector's stability necessitates monitoring of sustained demand to ensure continued performance [5]

尽管摩根大通预计芯片公司一季度业绩整体尚可，且过去两个月芯片股已累跌约25%，但该行仍在4月17日研报中警告 称，市场尚未真正见底。随着特朗普重启关税、客户削减订单，芯片行业可能进入新一轮"盈利下调周期"。未来几个季 度，若行业整体EPS预期被大幅下修15%-25%，芯片股还可能再跌10%-15%。 点击 上方 硬AI 关注我们 硬·AI 作者 | 房家瑶 编辑 | 硬 AI 过去两个月芯片板块已累约25%，投资者原本期待着在业绩公布季能喘一口气，但摩根大通认为可能还没 到底。 4月17日，摩根大通发布研报指出，虽然芯片股整体Q1业绩还行，但关税来了，估值要下修，今年后半年 会更难。 摩根大通分析师Harlan Sur及其团队指出，大多数芯片公司今年第一季度业绩将符合预期，甚至略好。但 从第二季度开始，管理层在发布财报指引时可能会变得更加保守，甚至悲观， 因为特朗普的关税和全球 贸易紧张，已经让芯片公司的客户开始削减订单，或者推迟采购。 更重要的是，如果在未来两到三个财报季度中，企业开始下调未来的盈利预测，行业整体全年前瞻性EPS 预期或面临15%-25%的下调， 这会触发新一轮"盈利预期负向修正周期"，整个 ...