□ 本报记者孙劲松李源张韦 深冬的扬州，邗江扬力集团热模锻智能化车间里，10条大型伺服多工位压力机产线全速运转，机械臂精 准完成锻压、搬运等工序，每台机床都承载着"扬州智造"的底气。如今，邗江数控成形机床产业集群已 聚集百余家企业，年产业规模突破200亿元，是扬州重点打造的特色优势产业之一，成功入选国家级中 小企业特色产业集群。 从数控机床的精准切割到智慧照明的光影璀璨，从高技术船舶的劈波斩浪到高端日化的独占鳌头，扬州 有选择地推动新产业（300832）、新模式、新动能发展，通过构建具有特色优势的现代化产业体系，为 推动"十五五"期间高质量迈进"万亿之城"筑牢根基。 一域一特色、一业一优势 扬州的特色产业，始于对自身禀赋的精耕细作，成于在细分市场的极致专注。它们的故事，是"一米 宽、百米深"的最佳注解。 更为重要的是，聚焦优势赛道、精准配置资源的特色产业，正成为扬州培育新质生产力的"主战场"。全 球首块75英寸彩色电子墨水屏在川奇光电下线并实现量产，填补了大尺寸彩色电子纸市场空白；仪征大 数据产业园集聚腾讯云、电信云、移动云等百亿级算力中心，算力跻身全国前列；邗江打造苏中首家微 电子产业园，集聚30余家关联企 ...

以"'碳'索新经济 '绿'动现代化"为主题的绿色低碳发展研讨会近日在杭州举行。 研讨会围绕绿色节能、建筑垃圾资源化、城市更新等主题开展专题交流。现场，杭州市综合行政执 法局（市城市管理局）相关负责人分享了杭州在城市照明绿色低碳发展方面的实践路径。 杭州通过"制度保障、设施升级、科技赋能、服务提质"四大举措系统推进绿色转型。制度保障方 面，构建"1+5"标准化管理体系，建立项目全流程管控机制。设施升级方面，新建项目节能灯具使用率 达95%以上，并对存量路灯实施"政府零投入"改造模式，已完成25.5万盏路灯节能改造，年节约电费1.8 亿元、减碳16.2万吨；积极推进光伏照明试点，杭州机场航站楼光伏项目年发电量达77.74万度。科技赋 能方面，智慧照明管理平台整合数据超200万条，实现路灯智能调光，每日节电2.3万度；"一把闸刀"系 统接入终端超万套，杭州亚运会期间实现多场馆灯光联动，节电30%以上；240余根智慧灯杆实现"多杆 合一"，有效减少立杆70%。 此外，与会代表实地考察了杭州市容景观、商业外摆项目，参观了再生资源分拣中心、天子岭填埋 场光伏发电与生态修复项目及人工智能环卫机器人工作。与会代表们纷纷表示： ...

Core Viewpoint - The ninth Hebei Province Tourism Industry Development Conference highlighted the "Smart Grand Canyon" project in Xingtai, showcasing its innovative integration of technology into tourism management and safety [1][6]. Group 1: Project Overview - The Xingtai Grand Canyon, consisting of 24 canyons with 8 exceeding 1,000 meters in length, is recognized as a "World Wonder" [3]. - The "Smart Grand Canyon" project utilizes smart lamp poles that integrate multiple functions, including lighting, HD cameras, and emergency communication systems, enhancing the overall visitor experience and safety [3][5]. Group 2: Technological Integration - The smart lamp poles are strategically placed to cover key areas such as entrances, core attractions, and transportation hubs, creating a linear network for comprehensive coverage [3]. - The project addresses aesthetic concerns by consolidating various functionalities into single poles, reducing visual clutter and operational costs [5]. Group 3: Operational Efficiency - The implementation of an intelligent monitoring platform has significantly improved safety management, allowing for rapid response to incidents through AI algorithms that can detect falls and fire risks [6]. - The project supports future initiatives in smart navigation, crowd management, and data operations, indicating a shift towards more advanced tourism management practices [6]. Group 4: Future Prospects - The company plans to leverage its resources to accelerate 5G deployment in the area, facilitating new tourism experiences such as VR tours and live streaming [6]. - Development of an AI companion system is also in the pipeline to provide comprehensive services for visitors, addressing all aspects of their travel needs [6].

Core Viewpoint - The company has demonstrated strong financial performance in the first half of 2025, with a focus on expanding its market presence and advancing its strategic initiatives in low-carbon lighting and smart transportation solutions [1][2][3][4] Financial Performance - The company reported a revenue of 263 million yuan, representing an 18.8% year-on-year increase [1] - Gross margin improved to 17.22%, up by 4.21% year-on-year [1] - Net cash flow from operating activities reached 83 million yuan, a significant increase of 120.27% year-on-year [1] Strategic Initiatives - The company is focusing on three strategic directions: outdoor low-carbon lighting, digital control, and vehicle-road-cloud collaboration, providing integrated solutions for various smart applications [1][2] - Following a change in control in 2023, the company has been actively adjusting its strategy, enhancing its core business in semiconductor lighting, and successfully divesting non-core assets [2] Market Expansion - The company is consolidating its technical advantages in mature markets while actively exploring emerging markets in Southeast Asia, the Middle East, and Latin America [2] - A strategic partnership with Inspur Smart City was established to enhance the company's influence in the smart city ecosystem [2] Smart Transportation Focus - The company is strategically targeting the "vehicle-road-cloud integration" sector, recognizing the growth potential in smart transportation and low-carbon lighting industries [3] - The company has developed a comprehensive system centered around smart lamp posts, integrating various functionalities such as lighting, video surveillance, and environmental monitoring [3] Low-Carbon Development - The company is responding to national low-carbon development goals by leading a "carbon efficiency revolution" in the lighting industry [4] - The company has achieved a light efficiency of 200 lm/W and introduced a 2.0 version of energy-saving streetlight systems that can achieve approximately 30% secondary energy savings [4] - Future developments include a 3.0 version of integrated lighting solutions aimed at achieving "zero-carbon lighting" [4]

Core Viewpoint - Huatai Technology's stock price closed at 17.20 yuan on August 25, reflecting a decline of 4.18% from the previous trading day, with a trading volume of 180,200 hands and a transaction amount of 313 million yuan, resulting in a turnover rate of 10.94% [1] Company Overview - Huatai Technology operates in the smart city sector, offering products such as smart streetlights and smart lamp poles. The company is associated with sectors including optical optoelectronics, Sichuan region, and lithium batteries [1] - The company's total market capitalization is 2.834 billion yuan, with a circulating market value also at 2.834 billion yuan [1] Business Developments - The company has indicated that its smart lamp poles can provide support for low-altitude drones, primarily used in low-altitude government inspection scenarios. Additionally, the smart city business segment has been involved in the artificial intelligence field, with two newly established subsidiaries focusing on charging piles and energy storage [1] Capital Flow - On August 25, the net outflow of main funds was 29.72 million yuan, accounting for 1.05% of the circulating market value. Over the past five trading days, the cumulative net outflow of main funds reached 111 million yuan, representing 3.9% of the circulating market value [1]

Group 1 - The stock price of Shikong Technology closed at 24.83 yuan on August 18, 2025, down 1.31% from the previous trading day [1] - The trading volume on that day was 78,583 hands, with a transaction amount of 195 million yuan [1] - Shikong Technology's main business involves smart city-related operations, including smart lamp posts, and is registered in Beijing, categorized as a micro-cap stock [1] Group 2 - Shikong Technology has completed its stock repurchase plan, with a total repurchase amount of 3.9488 million yuan [1] - On August 18, the net outflow of main funds was 5.8684 million yuan, accounting for 0.24% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 21.4254 million yuan, representing 0.87% of the circulating market value [1]

Group 1 - The company is leveraging its advantages in LED manufacturing and lighting engineering to actively enter the landscape lighting and smart city markets [1] - The company offers a range of products including LED light strips, signage modules, three-proof lights, and smart lamp poles [1]

Group 1 - The stock of Huati Technology increased by 9.99%, reaching a price of 19.16 yuan, with a total market capitalization of 3.157 billion yuan and a trading volume of 1.67 billion yuan, indicating a turnover rate of 5.48% [1] - The company is enhancing its risk management in the lithium mining business by increasing the amount allocated for commodity hedging, which is related to the lithium battery and energy storage industry [1] - Huati Technology is collaborating with Huawei Digital Energy to advance the implementation of integrated solar storage and charging projects, linking it to the new energy infrastructure sector [1] Group 2 - The company has signed a supplementary agreement for the renovation of smart city road lighting, which expands its order scale and is associated with smart city and new infrastructure themes [1] - Huati Technology is primarily involved in sectors such as lithium batteries and energy storage, smart cities, new energy infrastructure, commodity futures hedging, and collaborations with Huawei Digital Energy [1]

Core Viewpoint - The Shenzhen Municipal Development and Reform Commission has released a plan for the high-quality construction of low-altitude infrastructure from 2024 to 2026, which includes the establishment of various facilities and commercial flight routes, indicating significant growth potential in the low-altitude economy sector [1] Group 1: Company Response - The company has indicated that its smart lamp posts are being utilized in the context of smart city development and urban renewal, particularly in the application of 5G technology and multi-pole integration projects [1] - The smart lamp posts can serve multiple functions in the low-altitude economy, including information collection, wireless communication, traffic guidance, drone delivery, urban management enforcement, and night scene creation, thereby supporting smart city initiatives [1]

Group 1: Smart City Development in Henan - Henan province is leveraging advanced technologies such as 5G-A, artificial intelligence, cloud computing, and digital energy to enhance smart city construction and innovation practices [1][18] - The city of Hebi has established a comprehensive IoT perception system, deploying 27,000 sensing devices and 25,000 visual devices, integrating 33 types of AI algorithms for improved urban governance [4][6] - The smart streetlights in Hebi not only serve as aesthetic features but also function as core nodes for IoT perception, with over 9,000 installed in the main urban area [6][9] Group 2: Technological Innovations and Applications - The integration of 5G-A technology in Zhengzhou has significantly improved user experience, with an 80% increase in user speed and a 50% reduction in latency [12][13] - The establishment of a low-altitude regulatory service platform in Henan aims to enhance safety and promote the development of the low-altitude economy [13] - The digital transformation in heavy equipment manufacturing is exemplified by the transparent factory platform developed by China Railway Engineering Equipment Group in collaboration with Huawei [15] Group 3: Economic and Social Impact - The smart applications in Hebi, such as intelligent traffic lights and parking guidance systems, have reduced average parking search time by 60%, enhancing urban mobility [9][10] - The agricultural finance sector in Henan has seen significant improvements in risk management and operational efficiency through the implementation of a smart agricultural guarantee cloud platform [15] - The introduction of a high-power charging station in Zhengzhou represents a step towards green low-carbon transportation, featuring a charging speed of "one second per kilometer" [17]