这份文件，看似是枯燥的技术规范，却标志着我国在"5G+工业"融合应用领域取得里程碑意义的国际成 果，为全球制造业的数字化转型贡献了中国智慧与中国方案。 更值得关注的是标准扉页的署名：中国与德国联合提出，美国、法国、日本等12国专家联合研制。当西 方媒体还在炒作"技术脱钩" 时，这份跨越意识形态的标准文件，已然给出了最有力的回应。 正式发布！我国牵头制定标准 据国家市场监督管理总局网站消息，国际电工委员会（IEC）正式发布全球首个工业5G国际标准IEC PAS 63595：2025《工业网络 5G通信技术 通用要求》。该标准由中国与德国联合提出，由美国、法 国、日本等多国专家协同攻关、共同研制完成，填补了工业5G领域国际标准的空白。 IEC 63595的发布，标志着中国5G实现了从技术、产业到话语权的三重突破。 在技术层面，实现了从"单点突破"到"体系引领"的跨越。如果说2016年拿下短码标准是"一剑封喉"，如 今的工业5G标准则是"全面布局"。 在产业层面，破解了"标准与产业脱节"的世界难题。中国采取"标准制定与应用试点同步推进"的策略， 在标准研制期间，同步开展了15个行业的试点项目。采取"实践 - 标准 ...

Market Performance - On November 6, the market showed a strong upward trend, with the Shanghai Composite Index increasing by 0.97% and the Shenzhen Component Index rising by 1.73%[3] - The total trading volume reached 2.08 trillion yuan, an increase of approximately 190 billion yuan compared to the previous trading day[1] Sector Performance - Over half of the sectors experienced gains, with notable increases in non-ferrous metals, electronics, telecommunications, and chemicals[1] - The technology sector, particularly the semiconductor and computing power industries, led the market rally, indicating a return to a strong tech focus[1] Capital Flow - On November 6, net inflows into the Shanghai Stock Exchange were 38.81 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 35.36 billion yuan[4] Global Economic Indicators - The global manufacturing PMI for October was reported at 49.7%, indicating a continued slow recovery in the global economy, remaining within the 49%-50% range for eight consecutive months[7] Industry Developments - China has proposed a cooperation initiative on carbon standards at the WTO, which was positively received by 25 member countries[5] - The first global industrial 5G standard has been officially released, co-developed by China and Germany, filling a significant gap in international standards[6] Fund Management Trends - There has been an increase in fund purchase restrictions, particularly for QDII and quantitative small-cap funds, reflecting a focus on long-term performance stability[11] - Over 96% of products from foreign-funded public funds have achieved net value growth this year, with several products exceeding a 50% increase in net value[13]

Group 1 - The International Electrotechnical Commission (IEC) has officially released the world's first international standard for industrial 5G, titled "General Requirements for Industrial Network 5G Communication Technology," marking a significant milestone in the integration of 5G and industrial applications [1] - The standard was jointly proposed by China and Germany, with contributions from experts from the United States, France, Japan, and other countries, filling a gap in international standards for industrial 5G [1] - The release of this standard is expected to accelerate the implementation of smart manufacturing and IoT applications, promoting the digital and intelligent transformation of the global manufacturing industry, benefiting the 5G equipment and industrial internet sectors [1] Group 2 - Pony.ai's CEO announced that the company aims to achieve profitability by 2028 or 2029, with plans to operate a fleet of approximately 50,000 autonomous taxis by that time [2] - The planned fleet size indicates the potential for autonomous driving technology to reshape the transportation and logistics industries, which may alleviate investor concerns regarding the industry's cash-burning model and attract long-term capital [2] - Achieving this profitability goal will depend on multiple factors, including technological reliability, cost control, and policy support [2] Group 3 - Lixun's announcement of a strategic cooperation agreement with Zhejiang Rongtai focuses on the development of core components for industrial robots, specifically the rolling body applications of screw components [3] - This collaboration targets a critical segment of the robotics supply chain, reflecting domestic companies' efforts to overcome bottlenecks in key component areas [3] - Breakthroughs in screw technology, as a core component of precision transmission, will directly enhance the accuracy and lifespan of industrial robots, aligning with the urgent demand for high-end equipment in the manufacturing sector [3]

【博时市场点评11月6日】沪指重返4000点，创业板涨1.84% 简评：我国新型储能装机规模突破1亿千瓦，跃居世界第一，标志着储能产业进入规模化发展新阶段。 从数据看，较"十三五"末增长超30倍，全球占比超40%，华北、西北、华东三大区域合计占比超70%， 区域布局与新能源基地高度契合。大型化趋势显著，单站10万千瓦及以上装机占比超三分之二，等效利 用小时数同比提升120小时至770小时，显示出储能在支撑新能源消纳、保障电网安全方面的作用持续增 强，为能源结构转型提供关键支撑。 市场复盘 每日观点 今日沪深三大指数上涨，沪指重返4000点，深证成指、创业板指均涨超1.7%，两市成交放量并回到2万 亿以上。近期美国市场资金面快速收紧影响全球风险偏好，自从7月解除债务上限后，美国财政部加大 发债力度，随后美国政府停摆，美债继续发行吸收资金，但政府停摆导致财政支出降低，因此从金融市 场抽离大量流动性。但目前看仍不能构成流动性危机，资金紧张的情况暂时并未从货币市场扩散至股 票、债券等市场，美股近期回撤更多或许是反映乐观预期的降温和当前定价水平的高估。而对于国内权 益市场而言，10月利好预期兑现之后，11月进入消息面的 ...

Market Performance - A-shares indices opened higher on November 6, with the Shanghai Composite Index rising nearly 1% and surpassing 4000 points, while the STAR 50 Index increased by nearly 3% [1] - The Shanghai Composite Index closed at 4004.25 points, up 0.88%, with a trading volume of 612 billion; the Shenzhen Component Index rose 1.39% to 13407.30 points, with a trading volume of 712.5 billion; the ChiNext Index also increased by 1.39% to 3210.15 points, with a trading volume of 315.7 billion [1] Sector Performance - Semiconductor stocks showed strong performance, with companies like Changguang Huaxin and Demingli hitting the daily limit [1] - The electric grid equipment sector continued its strong trend, with Moen Electric and Baobian Electric also reaching the daily limit [1] - The chemical sector experienced a surge, with stocks like Batian Co. and Chengxing Co. hitting the daily limit [1] - The aluminum sector was active, with China Aluminum nearing the daily limit and reaching a 15-year high [1] - Conversely, the tourism sector saw a collective decline, particularly in the ice and snow industry, with Dalian Shengya hitting the daily limit [1][2] Institutional Insights - CITIC Securities noted that the suspension of DDR5 pricing by major storage manufacturers has led to a 25% surge in spot prices, with quarterly increases expected to reach 30%-50%. This trend, combined with significant expansion by Changxin Storage and the delivery of HBM3 products, is likely to boost demand for upstream materials [3] - CITIC Jiantou suggested focusing on companies in the medical device sector that are expected to see performance and valuation recovery by 2026, with opportunities arising from innovation, international expansion, and mergers and acquisitions [3] Industry Developments - The International Electrotechnical Commission (IEC) has officially released the world's first international standard for industrial 5G, co-developed by China and Germany, which fills a gap in the industrial 5G standardization [5] - The global manufacturing PMI for October was reported at 49.7%, indicating a continued slow recovery in the global economy, remaining within the 49%-50% range for eight consecutive months [6]

Core Viewpoint - The embodiment intelligence industry will further promote the integration of digital technology with manufacturing and market advantages in China's manufacturing sector, which is transitioning from "large" to "strong" [1] Group 1: Industry Transformation - China's manufacturing industry is at a critical stage of transformation and upgrading [1] - The cultivation of the embodiment intelligence industry will drive the integration of technological and industrial innovation [1] Group 2: Government Initiatives - The concept of "embodiment intelligence" was introduced in this year's government work report, emphasizing the deep integration of artificial intelligence with the real economy [1] - This initiative provides a feasible path for the intelligent upgrade of the manufacturing sector [1] Group 3: Technological Advancements - China has made significant breakthroughs in artificial intelligence this year, supporting the development of the embodiment intelligence industry [1] - Advancements will accelerate the new industrialization towards high-end, intelligent, and green development, particularly in areas like industrial AI, industrial 5G, human-machine collaboration, machine vision technology, and smart sensors [1]