2025年工业经济成绩单里，制造业数智化转型表现亮眼。 工业和信息化部数据显示，截至目前，我国已累计建成3.5万余家基础级、8200余家先进级、500余家卓 越级智能工厂，培育15家领航级智能工厂。 这份"高分答卷"并非一蹴而就，而是源于一以贯之的坚守。 回望过去。"十三五"规划纲要提出"促进制造业朝高端、智能、绿色、服务方向发展，培育制造业竞争 新优势"。"十四五"规划纲要提出要"深入实施智能制造和绿色制造工程"。 如今，制造强国战略深入实施，新一代信息技术与制造技术融合发展的成果已经超出预期。 展望未来，以创新为核心生产要素，以梯度培育强基础，以生态协同破壁垒，下一个十年，智能工厂将 带给我们更多惊喜。 （文章来源：人民日报） 智能工厂的核心价值，在于重构生产逻辑、激活产业动能。从汽车工厂实现多车型柔性混流生产，到石 化工厂依托数字孪生自主运行，再到光缆工厂攻克超大尺寸预制棒的极限制造工艺，高效率、高精度、 高柔性、高质量，领航级智能工厂在实践中不断探索制造新模式，为各自行业树立了转型标杆。 随着技术不断创新突破，智能制造演进的速度也在加快。数据显示，人工智能已渗透领航级智能工厂 70%以上的业务场景，沉 ...

你追我赶，奋勇争先。中国经济正在开启"十五五"新征程。 山东，全省GDP过10万亿元。这个北方经济大省，成为继广东、江苏之后，第三个10万亿元的省份； 北京，在上海之后，也闯进了"5万亿元城市俱乐部"； 上海，从2021年GDP总量站上4万亿元，到成为全国首个5万亿之城，再到2025年全市生产总值增长5.4%左右，高于全国平均增速0.4个百分点…… 一图看上海的"分量" "上海的'GDP贡献'，实质是为中国式现代化提供了系统性解决方案的'样本'" 大江东：从"十四五"期间表现来看，上海哪些经济指标反映出"经济大省挑大梁"的作用？为全国贡献了什么？我们常把"苏浙鲁粤"放在一起比较，上海作 为直辖市，在经济贡献和高质量发展方面，与其他几个省份、城市有何不同？ 李湛：在面临经济下行压力增加之时，上海对全国的经济增长起到了很好的支撑作用。这5万亿元的"含新量"和"含金量"都很高。人工智能、集成电路、 生物医药三大先导产业工业总产值同比增长9.6%；工业战略性新兴产业增长6.5%，其中新能源产业增长12.9%。第三产业占比已接近80%，增速达6%。这 些结构性的优化，说明上海的发展动力已更多地转向创新驱动。 上海挑大梁 ...

新华财经南京1月22日电（记者孟盈如、崔师豪、陆宇航）无锡先导智能装备股份有限公司专注于锂电池、光伏、3C等领域的高端自动化设备研发与制 造；近年来，也在固态电池、氢能与智能物流等领域进行了前沿布局和落地。先导集团董事长、先导智能创始人王燕清近日接受新华财经专访时表示，公 司锚定了三个确定性的万亿级风口，以此来穿越行业周期。 转自：新华财经 打造"整线交付"模式 王燕清介绍，以前，海外客户想要建一个电池厂，非常痛苦。他们需要对接几十家不同的供应商，分别采购涂布、卷绕、化成等设备。这就像装修房子， 要自己买水泥、买砖头、找水电工，不仅管理难度极大，而且设备间接口标准不一，调试周期极长，产线效率（OEE）很难保证。"而先导做的事情，是 提供真正的'交钥匙工程'。" 这相当于要在每一个单一设备领域都做到世界顶尖，并组成一个有机的生命体。王燕清介绍，"对客户而言，这意味着建设周期缩短30%以上、良率大幅 提升，更意味着拥有了最确定的交付结果。" 卡位三大产业风口 面对未来，王燕清表示，"我们锚定了三个确定性的万亿级风口，以此来穿越行业周期。" 王燕清表示，先导智能作为全球领先的新能源智能制造解决方案服务商，这个领先体 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the significant progress in the development of smart factories in China, with over 15 leading smart factories, more than 500 excellent smart factories, and over 35,000 basic smart factories established, indicating a robust growth trend in the sector [9][10] - The evolution of smart factories is characterized by five core directions: expansion of factory construction, innovation in R&D design paradigms, upgrading of production capabilities, optimization of production management, and advancement in operational management [10][41] - The report emphasizes the need for the manufacturing industry to transition from quantity-driven growth to quality-driven improvements, addressing the challenges posed by global economic slowdowns and changing market demands [17][18] Summary by Sections Overall Trends - The report identifies four main drivers for the transformation of smart factories: industrial upgrades, changing market demands, technological advancements, and international cooperation [17][19] - It outlines a future vision for smart factories that includes the integration of AI across all manufacturing processes, leading to autonomous decision-making and enhanced collaboration within the manufacturing ecosystem [20][41] Industry Practices - The report describes a four-tiered system for cultivating smart factories, which includes basic, advanced, excellent, and leading levels, aimed at promoting digital transformation in manufacturing [41][42] - It notes that over 90% of manufacturing sectors are now covered by smart factory initiatives, with a focus on enhancing traditional industries and empowering consumer-driven sectors [50][49] Regional Development - The report discusses the regional disparities in smart factory development, with eastern regions leading and central regions making breakthroughs, highlighting the importance of localized strategies [12][49] Technology and Industry - The report emphasizes the need for a deep integration of technology and manufacturing systems, advocating for a shift towards a more resilient and intelligent industrial foundation [12][53] Future Outlook - The report envisions a next-generation smart manufacturing landscape characterized by autonomous manufacturing, ecological collaboration, and a focus on sustainability [12][41]

Emerging Fields - The release of 4 national standards for industrial internet platforms supports the large-scale development and application of industrial internet platforms [1] - 4 national standards for digital supply chains are aimed at enhancing the resilience of industrial chains through digitalization [1] - 5 national standards for smart factory safety integration promote high-quality and sustainable development in manufacturing through data-driven management [1] - National standards for the classification and comprehensive utilization of recyclable rare earth secondary resources support the recycling of rare earth resources [1] Transportation and Green Low-Carbon - 23 national standards related to railway freight transport, intelligent transport, and aviation services facilitate efficient development in transportation [1] - 7 national standards for explosion-proof industrial vehicles and off-road forklifts promote the standardized development of the industrial vehicle sector [1] - 3 logistics national standards for multimodal transport service quality assessment and the integration of logistics and manufacturing industries promote standard alignment across transport modes [1] - 17 national standards for carbon dioxide capture, green factory evaluation, and greenhouse gas emission accounting assist in achieving carbon neutrality goals [1] Safety Production - 13 mandatory national standards for production safety accident investigation and economic loss statistics enhance safety emergency capabilities in hazardous chemical enterprises [2] - 4 mandatory national standards in the fire safety sector improve the fire performance and quality of building insulation materials and rescue equipment [2] - 28 national standards related to feed, pesticides, plant quarantine, and animal husbandry provide a technical foundation for agricultural production safety [2] Daily Life - 6 national standards for children's products, including portable baby sleep baskets and VOC emission measurement, aim to improve product quality and safety [2] - 3 national standards for elderly care institutions standardize care practices and enhance the quality of life services [2] - 5 national standards for traditional Chinese medicine better protect public health [2] - 5 national standards for musical instruments, including pianos and electric instruments, cater to the cultural and spiritual needs of the public [2] - 2 mandatory national standards for sports venues ensure safety in fitness activities [2] Additional Standards - The market regulatory authority also released national standards related to government services, wind power generation systems, water conservation, and agricultural products [2]

Economic Growth and Development Goals - Dongguan's economy aims for an average annual growth rate of around 5% during the 14th Five-Year Plan, targeting a GDP exceeding 1.7 trillion yuan by 2030 [1][2] - The city has achieved significant milestones, including crossing the 1 trillion yuan GDP threshold in key districts and having all 28 towns ranked among the top 300 in the country [1] Strategic Development Initiatives - The city has proposed the "Smart Creation of Quality Products and Beautiful Livable City" strategy to drive high-quality economic and social development over the next five years [2][3] - This strategy focuses on innovation and product upgrades to enhance industrial transformation and attract talent [2][3] Artificial Intelligence and Technological Advancements - Dongguan is positioned as an ideal city for the application of artificial intelligence, with a robust manufacturing base and numerous high-tech enterprises [3][4] - The government plans to implement the "Artificial Intelligence+" initiative, aiming to leverage AI for high-quality manufacturing development, with a target to exceed 300 billion yuan in related industries by 2025 [3][4] Integration into Domestic Market - Dongguan's enterprises have shown resilience in foreign trade, with import and export totals expected to reach historical highs by 2025 [5][6] - The city aims to strengthen its integration into the domestic market, leveraging its established supply chain advantages to enhance internal demand [6][7] Population and Talent Development - The city has seen a 25% increase in registered population over the past five years, with a significant rise in the number of young and middle-income individuals [7] - This demographic shift presents opportunities for new product and service demands, aligning with the city's strategic goals for innovation and market expansion [7]

Group 1 - The core economic growth target for Dongguan during the "15th Five-Year Plan" is to maintain an average annual growth rate of around 5%, aiming for a GDP exceeding 1.7 trillion yuan by 2030, with per capita GDP surpassing the threshold of moderately developed countries [1][2] - Dongguan's economic growth has slowed after years of rapid expansion, necessitating higher demands for economic structure and quality improvements [1][2] - The city aims to leverage technology and innovation as key drivers for new productive forces, focusing on AI and technology-driven industries to support economic advancement [2][3] Group 2 - Dongguan recognizes existing challenges in its economic development, including low overall quality, reliance on a single pillar industry, and a small scale of emerging strategic industries [2][3] - To address these shortcomings, Dongguan plans to enhance the integration of technological and industrial innovation, aiming for R&D investment to reach 4.1% of GDP and service industry value added to account for 50% of GDP by 2030 [3] - The city will focus on building a robust AI ecosystem, enhancing capabilities in AI hardware and software, and establishing a national AI application pilot base [5][4] Group 3 - Dongguan's foreign trade has shown resilience, with total import and export volume expected to reach a historical high by 2025, despite a challenging international environment [5] - The city plans to expand its overseas warehouse layout and establish more overseas exhibition centers to enhance trade quality and efficiency [5][6] - Dongguan aims to tap into the domestic market, leveraging its advantages as a key city in the Greater Bay Area to boost internal circulation and expand growth opportunities [6][7]

Group 1: Economic Policy Focus - The core focus of the Central Economic Work Conference is to adhere to innovation-driven development and accelerate the cultivation of new growth drivers [1][3] - The shift in policy from "leading new quality productivity development through technological innovation" to "accelerating the cultivation of new growth drivers" reflects a deeper emphasis on implementation pathways and practical results [2][4] - The conference highlights the importance of optimizing the service industry structure through a dedicated action plan, which aligns with the strategy to expand domestic demand [5][6] Group 2: Service Industry Development - The service industry is recognized for its strategic importance in the national economy, with a projected contribution of 56.7% to GDP by 2024, although structural imbalances exist [6][7] - The action plan for enhancing the service industry aims to improve service quality, thereby boosting consumer confidence and creating a virtuous cycle of service upgrades, consumption growth, and industrial expansion [7][8] - The government plans to support private capital in the production service sector, focusing on high-value service industries such as industrial design and quality certification [7][8] Group 3: Artificial Intelligence Governance - The policy regarding "Artificial Intelligence+" has evolved from "initiating actions" to "deepening and expanding" while also emphasizing the need for improved governance [8][9] - The focus on AI reflects its critical role in driving productivity across various industries, necessitating a balance between innovation and risk management [9][10] - The governance framework aims to address challenges such as data misuse and algorithmic bias, ensuring that the development of AI aligns with ethical standards and societal needs [9][10] Group 4: Competition Regulation - The conference reiterates the need for deeper regulation of "involutionary competition," transitioning from a broad initial assessment to targeted governance measures [10][11] - The establishment of a national unified market construction regulation is aimed at eliminating local protectionism and market fragmentation, which are key contributors to involutionary competition [11] - The emphasis on precise governance reflects an understanding of the complexities involved in addressing the root causes of involutionary competition, promoting high-quality development through enhanced competition standards [11]

Core Insights - The Ministry of Industry and Information Technology and five other departments have announced the first batch of 15 leading smart factories, covering key industries such as equipment manufacturing, raw materials, electronics, and consumer goods, providing a clear path for the intelligent transformation of manufacturing enterprises [1] - Leading smart factories represent the pinnacle of smart manufacturing in China, serving as benchmarks for future manufacturing models and global competitiveness [1][2] - The cultivation of smart factories follows a gradient approach, categorized into four levels: basic, advanced, excellent, and leading, allowing enterprises at different stages to set achievable goals [1][2] Group 1 - Leading smart factories have an intelligent penetration rate exceeding 80% and are accelerating integration into high-value upstream and downstream supply chain segments [1] - The gradient cultivation strategy aims to prevent ecological imbalance by fostering a broad base of basic smart factories, enabling small and medium-sized enterprises to keep pace with technological advancements [2] - Advanced and excellent smart factories act as a core force, disseminating experiences from leading factories to specialized fields, creating a ripple effect [2] Group 2 - To enhance global competitiveness, leading smart factories must leverage artificial intelligence, with a requirement for at least 60% of their applications to involve AI technology [2] - Small and medium-sized enterprises face challenges in transformation due to high costs, risks, and a lack of technology and talent, necessitating low-cost transformation solutions and shared service platforms [3] - The evolution of smart manufacturing in China has progressed from isolated breakthroughs to systemic collaboration, indicating a significant historical leap towards becoming a manufacturing powerhouse [3]

Core Insights - The Ministry of Industry and Information Technology and five other departments have announced the first batch of 15 leading smart factories, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods, providing a clear path for the intelligent transformation of manufacturing enterprises [2] - Leading smart factories represent the pinnacle of smart manufacturing in China, with a high entry threshold requiring companies to be industry leaders with globally competitive core products and smart manufacturing capabilities [2] - The penetration rate of intelligence in the selected leading smart factories exceeds 80%, accelerating penetration into high-value chain segments [2] Summary by Categories Smart Factory Classification - Smart factories in China are categorized into four levels: basic, advanced, excellent, and leading, with each level having distinct goals to facilitate a structured growth path [2][3] - Basic smart factories exceed the average level of their industry within their province, while leading smart factories must achieve global leadership [2] Role of Leading Smart Factories - Leading smart factories serve as industry benchmarks, tasked with exploring cutting-edge technology applications and overcoming key bottlenecks [3] - The focus is not solely on selecting top performers but also on fostering a broad base of basic smart factories to support the overall ecosystem [3] Importance of Artificial Intelligence - To enhance global competitiveness, excellent smart factories must apply artificial intelligence in at least 20% of their scenarios, while leading smart factories must achieve a minimum of 60% [3] - Artificial intelligence is seen as a crucial tool for overcoming traditional manufacturing challenges and optimizing the entire production chain [3] Challenges for Small and Medium Enterprises (SMEs) - SMEs face significant barriers to transformation, including high costs, risks, and a lack of technology and talent, necessitating low-cost, lightweight transformation solutions [4] - Establishing shared service platforms led by the government and major enterprises can help SMEs transition from bystanders to active participants in the smart factory ecosystem [4] Future of Smart Manufacturing - The evolution of smart manufacturing in China is marked by a shift from isolated breakthroughs to systemic collaboration, aiming for comprehensive upgrades across the manufacturing sector [5]