↑点击上面图片 加雪球核心交流群 ↑ 牛市的节奏，A股继续上涨，沪指16连阳，时隔10年站上4100点。 截至收盘，沪指涨0.92% ， 深成指涨1.15% ， 创业板指涨0.77% ， 北证50指数涨1.05% 。 沪深京三市成交额31523亿元 ， 较上日放量3261亿元 ， 三市超3900只个股飘红 。 板块题材上 ， AI应用 、 商业航天 、 军工装备 、 可控核聚变 、 小金属 、 医疗服务 、 油气开采及服务 、 算力租赁 、 零售板块涨幅居前 ； 保险 、 机场航运 、 草甘膦 、 光伏 、 脑机接口 、 银行板块表现落后 。 01 锋龙股份延续狂热走势，以"一字"涨停开盘，截至收盘，报51.06元/股，自2025年12月17日启动涨停行情以来，锋龙股份一路势不可挡，已斩获 11连板。超越上纬新材此前创下的10连板纪录，成为人形机器人赛道的"连板王"。 | 锋龙股份 | | | | O | | --- | --- | --- | --- | --- | | 002931 已收盘01-09 15:04:27 北京 | | | | | | 51.06 +4.64 +10.00% | | | 2.9 ...

1月7日，工业和信息化部、中央网信办、国家发展改革委、教育部、商务部、国务院国资委、市场监管 总局、国家数据局等八部门联合印发《"人工智能+制造"专项行动实施意见》（以下简称《意见》）， 并同时印发《人工智能赋能制造业重点行业转型指引》（以下简称《指引》）、《制造业企业人工智能 应用指南》（以下简称《指南》）两份配套文件。 《意见》提出，到2027年，我国人工智能关键核心技术实现安全可靠供给，产业规模和赋能水平稳居世 界前列，并围绕创新筑基、赋智升级、产品突破、主体培育、生态壮大、安全护航、国际合作等7大重 点任务，细化21项具体措施，促进人工智能技术与制造业应用"双向赋能"。 在赋智升级方面，《意见》提出，加快重点行业应用赋能。参考《指引》，分类制定"人工智能+制 造"行业应用全景图和转型路线图，加快赋能原材料、装备制造、消费品、电子信息、软件和信息技术 服务等制造业相关重点行业，加快标杆解决方案和经验推广应用。 在产品突破方面，《意见》提出，推动智能装备迭代，加速智能终端升级，打造智能体新业态。在主体 培育方面，《意见》则提出，梯次培育企业。鼓励有关地方给予企业"算力券""模型券"等支持，强化赋 能中小企 ...

36氪获悉，工业和信息化部等八部门印发《"人工智能+制造"专项行动实施意见》，其中提到，加快人 工智能赋能工业母机、工业机器人，研制新一代人工智能数控系统，提升自主决策、分析和执行等能 力。加快发展手术机器人、智能诊断系统等，加速智能医疗装备产品创新和临床应用推广。推动人工智 能技术融入大飞机、船舶等重大技术装备研发、制造、运行，发展无人机等智能低空装备。开展搭载自 动驾驶功能的智能网联汽车产品测试与安全评估，有序推进产品准入和上路通行试点。 ...

2025首届医工结合创新大会11月30在北京举行，会议由中国指挥与控制学会（CICC）主办，CICC 医工结合专业委员会等单位联合承办。大会以"医工源头创新，智创健康未来"为主题，不仅汇聚众医工 结合领域的知名专家分享前沿成果，更以"医工结合开放空间・源头创新对接沙龙"打破传统学术会议范 式，推动医工融合从"观点交流"向"行动落地"。 作为2025首届医工结合创新大会的重要配套环节，"医工结合开放空间·源头创新对接沙龙"以"自组 织、去中心化、需求导向"为核心模式，打破传统会议"专家主讲、听众被动参与"的局限。来自临床机 构、工科院校、医疗企业的代表围绕智能医疗装备、AI药物研发、康复器械创新等方向自主提出议 题，现场组队展开针对性讨论，实时对接医疗场景、核心技术、产业资源。有效打通"临床需求提出、 工科技术响应、产业资源落地"的闭环，为医工结合从"学术探讨"转向"源头性突破"提供了精准对接载 体，也为后续专项合作推进奠定基础。沙龙最终促成38项实质性合作意向。 此次大会作为首届医工结合创新盛会，不仅凝聚了"医工融合是健康中国必由之路"的行业共识，更 明确了"临床需求牵引、中医药差异化突破、机制人才保障"的实 ...

Core Insights - The National Health Commission and five other departments have jointly issued implementation opinions to promote and regulate the application of "Artificial Intelligence + Healthcare" [1] - By 2027, the goal is to establish high-quality health industry data sets and trusted data spaces, along with the widespread application of intelligent decision-making and patient service systems in healthcare institutions [1] Group 1: Clinical Diagnosis - The implementation opinions emphasize the promotion of intelligent diagnostic services in medical imaging, supporting the collective development of AI-assisted diagnosis and report generation in provincial hospitals [2] - There is a focus on enhancing diagnostic efficiency and report quality by expanding AI-assisted diagnosis from single diseases to multiple diseases affecting single organs [2] - High-level hospitals are encouraged to gather and develop high-quality medical imaging data for AI model research and upgrades [2] Group 2: Health Industry Development - The implementation opinions support collaboration between medical equipment manufacturers and healthcare institutions to advance intelligent medical equipment development [2] - Key areas for intelligent upgrades include medical imaging, diagnostic testing, treatment, monitoring, and life support equipment [2] - There is encouragement for the application of domestically produced intelligent medical equipment in healthcare institutions, particularly for innovative tasks in AI medical devices [2]

Core Viewpoint - The National Health Commission and five other departments have jointly issued implementation opinions to promote and regulate the application of "Artificial Intelligence + Healthcare," aiming for significant advancements in medical imaging and intelligent healthcare services by 2027 [1][2]. Group 1: Implementation Goals - By 2027, a number of high-quality health industry data sets and credible data spaces will be established, along with the development of specialized clinical models and intelligent applications [1]. - The implementation opinions emphasize the widespread application of intelligent auxiliary decision-making in grassroots diagnosis, specialized clinical treatment, and patient services within healthcare institutions [1]. Group 2: Key Application Areas - The opinions outline 24 key applications across eight areas, including grassroots applications, clinical diagnosis, patient services, and traditional Chinese medicine [1]. - There is a focus on enhancing infrastructure, enriching medical data supply, optimizing AI algorithms, strengthening pilot base construction, and supporting technology talent and standards [1]. Group 3: Clinical Diagnosis and Health Industry - The promotion of intelligent diagnostic services in medical imaging is highlighted, with support for centralized provincial efforts in AI-assisted diagnosis, report generation, and treatment recommendations [2]. - The opinions encourage collaboration between medical equipment manufacturers and healthcare institutions to drive intelligent upgrades in medical devices, particularly in imaging, diagnostics, treatment, and monitoring [2].

Core Viewpoint - The National Health Commission and other departments have issued implementation opinions to promote and regulate the application development of "Artificial Intelligence + Healthcare" [1] Group 1: Policy Support - The implementation opinions support medical equipment manufacturers to collaborate with medical institutions and research institutes for the development of intelligent medical equipment [1] - Focus areas for intelligent upgrades include medical imaging, diagnostic testing, treatment, monitoring, and life support [1] - Encouragement for joint applications to participate in innovative tasks for AI medical devices [1] Group 2: Domestic Equipment Promotion - Support for the first application of domestic intelligent medical equipment in medical institutions [1] - Promotion of intelligent medical equipment that is at the forefront of technological innovation and clinical application levels nationwide [1]

Core Viewpoint - The "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" aims for an average revenue growth rate of approximately 3.5% and to exceed 10 trillion yuan in revenue by 2026, promoting the integration of artificial intelligence and the mechanical industry [1][2][3] Group 1: Industry Goals and Challenges - The mechanical industry is a foundational and strategic sector for the national economy, facing challenges such as external shocks, insufficient domestic demand, and irrational competition [2][3] - The work plan sets a target for the mechanical industry to maintain a stable and positive operational trend, with a focus on enhancing supply chain resilience and safety, and improving quality and efficiency [2][3] Group 2: Key Highlights of the Work Plan - The work plan emphasizes three main highlights: increased efforts in cultivating new productive forces, addressing external risks, and creating a favorable industrial ecosystem [3][4] - Specific tasks include tapping into existing market potential, fostering new demand, expanding effective investment, promoting digital transformation, and enhancing open cooperation [4][5] Group 3: Opportunities in Intelligent Equipment - The mechanical industry is experiencing a steady increase in revenue, with a focus on technological innovation and improved cash flow [5][6] - The work plan aims to accelerate the application of intelligent equipment such as smart industrial mother machines and robots, leveraging breakthroughs in artificial intelligence [6] - Analysts predict that the overall prosperity of the mechanical industry will rise by 2025, with growth in sectors like semiconductor equipment, engineering machinery, and lithium battery equipment [6]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released the "Mechanical Industry Steady Growth Work Plan (2025-2026)", aiming for stable growth in the mechanical industry with an average annual revenue growth rate of approximately 3.5%, targeting a revenue exceeding 10 trillion yuan by 2026 [1][6][7]. Summary by Sections Overall Requirements - The plan is guided by Xi Jinping's thoughts and aims to support industrial economic stability through a comprehensive approach that integrates supply and demand, promotes technological and industrial innovation, and enhances the quality of equipment supply [5]. Main Goals - The mechanical industry is expected to maintain a stable and positive operational trend, with resilience and safety in key supply chains continuously improving. The plan aims for an average annual revenue growth rate of around 3.5% and a revenue target of over 10 trillion yuan by 2026 [6][7]. Work Measures - **Expanding Effective Demand**: The plan emphasizes activating existing demand, promoting new demand, and stabilizing foreign trade. It includes initiatives for updating old equipment and promoting advanced agricultural machinery and medical equipment [8][9][10]. - **Investment Expansion**: It encourages significant investment in major projects and infrastructure, particularly in agricultural machinery, engineering machinery, and medical equipment [10]. - **Digital Transformation**: The plan promotes the digital transformation of industries, supporting smart manufacturing and the integration of new technologies [11]. - **Open Cooperation**: It encourages enterprises to explore international markets and participate in global trade, enhancing their competitiveness [12][14]. Enhancing Quality Equipment Supply - The plan focuses on integrating technological and industrial innovation, improving the resilience of supply chains, and enhancing the quality of equipment supply through various initiatives [15][16]. Stimulating Industry Growth - The plan aims to create a favorable environment for industry development, support the growth of world-class equipment enterprises, and enhance the competitiveness of small and medium-sized enterprises [21][22][24]. Guarantee Measures - **Coordination and Policy Support**: The plan emphasizes the importance of coordinated efforts among various departments and the implementation of supportive policies to ensure the mechanical industry's stable operation [25][26]. - **Monitoring Operations**: It includes establishing a risk warning mechanism for the economic operation of the mechanical industry and regular monitoring of economic performance [26][27].

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)", focusing on the development of intelligent equipment and systems [1] Group 1: Development Focus - Emphasis on the innovation and development of intelligent equipment, including general large models and industry-specific models [1] - Integration of emerging technologies such as artificial intelligence, quantum technology, advanced materials, and Beidou navigation with equipment innovation [1] Group 2: Strategic Objectives - Targeting national defense and strategic needs, the plan aims to break through in areas such as industrial mother machines, intelligent instruments, intelligent detection equipment, and mining safety equipment [1] - Development of intelligent equipment for improving quality of life, including smart agricultural machinery, medical equipment, service robots, and emergency safety equipment [1] Group 3: Global Trends and User Needs - Addressing global technological innovation trends and future industry demands, the plan focuses on high-end equipment like intelligent robots [1] - Encouragement for equipment companies to focus on personalized user needs and enhance smart service functions such as data acquisition, interconnectivity, and autonomous execution [1] Group 4: Ecosystem and Innovation Mechanism - Promotion of collaboration between equipment companies and industry interconnection service providers to create an interconnected equipment ecosystem while ensuring data security [1] - Improvement of the intelligent manufacturing system solution mechanism to drive innovation breakthroughs in processes, equipment, and software [1]