导读： 设备更新方面，超长期特别国债资金支持力度为2000亿元，第1批约1730亿元资金，已按照"地方审核、国家复核"的原则，安 排到16个领域约7500个项目，第2批资金正在同步开展项目审核筛选。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 自2024年启动以来，中国新一轮大规模设备更新与消费品以旧换新政策（简称"两新"政策）已成为推动经济高质量发 展的重要引擎。进入2025年，政策呈现出"加力扩围"的鲜明特征，不仅资金支持力度空前，覆盖领域也进一步拓宽。 2025年的设备更新政策，在2024年《推动大规模设备更新和消费品以旧换新行动方案》（国发〔2024〕7号）的基 础上，通过《关于2025年加力扩围实施大规模设备更新和消费品以旧换新政策的通知》（发改环资〔2025〕13号） 进行了全面深化与升级。核心目标依然是到2027年，实现工业、农业、建筑、交通等七大领域设备投资规模较2023 年增长25%以上。2025年的新政在支持力度、范围和方式上均有重大突破。 据发展改革委政策研究室副主任、委新闻发言人李超介绍， 设备更新方面，超长期特 ...

转自：草原云 英思特稀磁新材料股份有限公司磁组件车间。 连日来，包头英思特稀磁新材料股份有限公司生产部相关负责人曹思敏正带领"红色攻坚"小组，全力攻 关一款异形磁组件的技术难题。 只有坚持党建引领，才能为民营企业的发展注入持久的活力。在稀土高新区，以党建链重构产业链、创 新链、人才链的生态逻辑已逐渐清晰，一条"组织优势—产业势能—发展效能"的转化路径愈发畅通。通 过构建"纵向穿透、横向联动、数字赋能"的三维体系，党的政治优势正持续转化为产业发展的制度优 势，为区域高质量发展注入澎湃动能。 近年来，稀土高新区充分发挥党建软实力优势，全面推进"两新"组织"两个覆盖"工作，通过下派党建指 导员、分领域组建联合党支部等方式，指导符合条件的非公企业成立党组织。积极推动党建工作进章 程、班子双向任职等工作，指导企业党组织认真开展主题党日、技能比武、知识竞赛等活动，充分发挥 党组织的政治"引领力"。搭建政企协商议事平台，推行"领导包联"和"一企一策"服务工作等机制，促进 政企沟通交流、议事协商、解决问题。 与此同时，稀土高新区把非公党建作为引领产业发展的红色旗帜，积极组建党员"入企帮扶""代办帮 办"小分队，开展问候、问情 ...

推动大规模设备更新，有利于扩大有效投资，对于加快建设现代化产业体系具有重要意义。自该政策启 动一年多来，党中央、国务院出台了关于支持大规模设备更新和消费品以旧换新的工作部署，有关部门 联合印发了实施方案，着力推动制造业高端化、智能化、绿色化发展。 项目启动之初，民生银行主动对接企业，量身打造一整套融资服务方案。作为牵头行，成功为企业筹组 80亿元银团贷款，承贷份额达38亿元。在相关主管部门的指导下，该项目顺利纳入设备更新和技术改造 项目库。贷款投放后，民生银行积极争取人行再贷款和财政贴息政策支持，有效降低了企业融资成本， 减轻企业在项目建设及运营过程中的财务压力，助力企业引进AI智能生产线等尖端设备，加速推动生 产工艺迭代升级，夯实低碳生产基础。 近期，该行持续迭代优化综合服务方案，积极为企业提供从项目申报辅导、贷款发放至财政贴息的全流 程、端到端服务，覆盖项目建设运营全周期，服务质量和效率不断提升。同时，加大产品创新力度，创 新性推出"碳足迹+设备更新贴息"双挂钩机制并在广西成功落地，进一步压降企业融资成本，实现设备 更新与碳减排成效动态关联。 碳足迹挂钩贷款 助力铝业绿色低碳发展 作为广西铝产业龙头企业， ...

Core Insights - The "government + business (association) + enterprise" three-dimensional linkage mechanism in Henan Province and Hami City has effectively established the "Yuhar Zero Carbon Technology Industry Aid Xinjiang Platform," attracting investments of 9.98 billion yuan and resulting in 10 industrial projects and 3 research institutions by June 30 this year [1] Investment and Economic Impact - The platform has created a significant industrial agglomeration effect, exemplifying a new era of industrial aid to Xinjiang [1] - The Xinjiang Green Energy Intelligent Charging Digital Technology Co., Ltd. has launched Xinjiang's first energy storage PACK intelligent production line, which is expected to achieve an annual output of 1 GWh for distributed energy storage products and 4 GWh for centralized energy storage products, with an estimated annual output value of 3.5 billion yuan for the first and second phases [1] - Hami Yun Jing Graphene Technology Co., Ltd., another company benefiting from the platform, is expected to generate annual sales of 1 billion yuan and create 200 jobs upon full production [2] Collaborative Mechanism - The "Hami Manufacturing + Henan Intelligent Manufacturing" model reflects a profound transformation in the aid mechanism, establishing a "five-in-one" working method that includes a dedicated team for each industry, a unified plan, a set of policies, a fund, and a group of enterprises [2] - The platform has successfully integrated the advantages of Henan's industrial technology in synthetic diamond production with Hami's low industrial electricity prices, attracting investments of nearly 4.5 billion yuan from various companies [2] Broader Economic Development - The cooperation between Henan and Hami has expanded beyond the energy sector to include cultural tourism and agriculture, contributing to Hami's GDP growth rate being among the highest in Xinjiang for two consecutive years [2] - Hami is positioned as a demonstration area for energy transition in Xinjiang, establishing a new paradigm for coordinated development between eastern and western regions of China [2]

Core Insights - The construction industry is undergoing a transformation driven by "smart construction," which integrates traditional methods with digital technologies to enhance efficiency and sustainability [8][20] - The "2025 Hangzhou Smart Construction Innovation Week" showcases advanced technologies and promotes discussions on high-quality development in the construction sector [8][9] Group 1: Smart Construction Technologies - The event features a variety of construction robots demonstrating capabilities such as autonomous concrete leveling, achieving efficiency rates of 350 square meters per hour, which is double that of manual labor [10] - Robots are designed to work in challenging environments, reducing labor intensity and improving safety by taking over hazardous tasks [10][11] - The integration of Building Information Modeling (BIM) technology is crucial for optimizing design and construction processes, enhancing overall project management [17][20] Group 2: Industry Applications and Innovations - The Hangzhou construction sector is actively implementing smart technologies, with projects like the Qianjiang New City showcasing the use of intelligent equipment for real-time monitoring and management [12][14] - The "Tianchan" construction robot system can cover a work area of 2,000 square meters, significantly reducing construction time and labor costs by approximately 40% [14] - Smart construction technologies are not limited to the building phase but extend to digital surveying, design, production, and maintenance, creating a comprehensive smart construction ecosystem [16][20] Group 3: Future Trends and Development - The Ministry of Housing and Urban-Rural Development has emphasized the importance of scaling up the use of construction robots as a key driver for the industry's intelligent transformation [11] - As technology advances, construction robots are expected to become more sophisticated, further enhancing collaboration with human workers and improving construction quality [11][20] - The integration of smart construction practices is anticipated to lead to more industrialized building processes, ensuring faster and higher-quality construction outcomes [20]

Core Viewpoint - The company experienced a significant decline in performance in 2024, with a revenue of 1.809 billion yuan, a year-on-year decrease of 10%, and a net profit of -87.92 million yuan, marking a 201% decline from profit to loss [1][2][4]. Revenue Analysis - The company's revenue decline is attributed to a drop in sales across various business segments, particularly in the new energy vehicle sector, which saw a 14.53% decrease in revenue [2][3]. - The revenue from the fuel vehicle sector remained relatively stable, with a slight decrease compared to 2023, while the new energy vehicle sector's revenue decline was the primary factor for the overall revenue drop [2][3]. - The company’s order structure has changed, with a notable increase in overseas orders, which have longer execution times, impacting revenue recognition [3][4]. Profitability and Margin Analysis - The company's comprehensive gross margin has decreased significantly over the past three years, from 28.86% in 2022 to 20.61% in 2024, indicating a downward trend in profitability [4][12]. - The decline in gross margin is primarily due to increased competition in the industry, which has pressured margins across all product lines [9][12]. - The gross profit decreased by 174.17 million yuan in 2024 compared to 2023, driven by both revenue decline and margin compression [4][12]. Cost Structure and Expense Analysis - The company has seen an increase in operating expenses, particularly in administrative and financial costs, which rose by 13.20 million yuan and 19.26 million yuan, respectively [4][12]. - The cost structure has shifted, with direct materials becoming a larger portion of total costs due to competitive pressures and increased order volumes [17][18]. Comparison with Industry Peers - Compared to industry peers, the company's gross margin is lower than that of leading competitors like Xianhui Technology but higher than others like Juyi Technology and Tianyong Intelligent [13][14]. - The overall performance decline aligns with industry trends, as many comparable companies also reported revenue and profit declines in 2024 [7][14]. Deferred Tax Assets and Losses - The company recognized a significant increase in deferred tax assets due to deductible losses, amounting to an increase of 14.38 million yuan, reflecting the impact of competitive pressures and R&D deductions [18][19].

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 锂电行业正面临深刻技术变革，集中表现在需求侧性能迭代加快，规模化降本要求日益严苛。 这很大程度上都对电芯设备产线提出新的改进要求，在电芯制造过程，如涂布、卷绕等核心环节，其生产的稳定性、一致性直接影响电芯的性能表现。 与此同时，在生产效率上， AI 大模型、数字孪生等技术创新驱动下，制造业正加速向"极限制造"目标迈进——即以"极限成本、极限良率、极限产能及 极限节能减排"为核心，推动生产模式从经验驱动向数据驱动的深度转型。 5 月 15 日，高工锂电 "云看展" 系列——技术跃迁：下一代电池智造升级解决方案 ，带领观众走进 高能数造、思客琦、华视集团、逸飞激光、大族锂 电、瑞能股份 等企业，探究智能装备企业如何通过多链路创 ...

Group 1 - The integration of vocational skills training and industrial upgrading in Nanjing has significantly improved employment stability and development momentum [1][2] - The "one enterprise, one policy" training model allows companies to design courses based on their specific needs, leading to substantial improvements in production efficiency and output [2][3] - Since 2021, Nanjing has initiated 78 training projects covering various fields, with over 5,000 employees participating and a post-training job retention rate of 96.14% [2][3] Group 2 - The training programs not only enhance workers' employability but also address the challenge of finding qualified instructors for companies [3] - Community-based training initiatives, such as the "West Night School," have empowered residents to acquire new skills and explore career opportunities [4][5] - Nanjing has established over 200 local employment service stations, providing integrated services for job seekers, including training and career guidance [5] Group 3 - The "Jinling Craftsman" training series focuses on equipping workers with skills relevant to the digital age, such as AI applications and digital marketing [6] - The city has allocated over 200 million yuan in skill enhancement subsidies in 2024, benefiting more than 150,000 workers [6] - Future plans include further aligning training programs with industry needs to promote high-quality employment [7]

Core Insights - The company, JN Robotics, is a pioneer in providing intelligent manufacturing solutions, focusing on automation production lines, automated auxiliary units, and smart factory management software systems [1][2] - JN Robotics aims to transform its clients into smart factories by utilizing modular design and intelligent scheduling systems to achieve flexible manufacturing [1][2] Group 1: Intelligent Factory Development - JN Robotics has delivered over 2,000 automated production lines to more than 400 enterprise clients, showcasing its commitment to building "factories that create smart factories" [1] - The company has participated in the national intelligent factory cultivation initiative, providing customized services to help clients transition from automation to intelligence [2][3] Group 2: Demonstration Projects - A notable project in Xi'an for the company Fastech has been recognized as one of the first exemplary intelligent factories by the Ministry of Industry and Information Technology, achieving a 70% increase in production efficiency and a 14% reduction in energy consumption [2] - The project also enabled continuous unmanned production for six hours, demonstrating the effectiveness of JN Robotics' solutions [2] Group 3: Technological Integration - JN Robotics integrates technologies such as industrial robots, machine vision, and intelligent sensors to create automated production lines, particularly in the mining equipment sector [3] - The company has established a comprehensive solution library based on market demand, allowing for rapid response to client needs [2][3] Group 4: Flexible Manufacturing - The rise of flexible manufacturing is changing traditional mass production methods, with JN Robotics optimizing scheduling strategies using artificial intelligence to maximize production efficiency and equipment utilization [4] - The company showcased a highly flexible intelligent production line at the 19th China International Machine Tool Exhibition, emphasizing its role as an enabler of industrial transformation [4]

Core Insights - The article highlights the achievements of Ye Haowen, a national outstanding engineer, who has led innovations in high-rise building construction, significantly improving efficiency and safety in the industry [1][2][3]. Group 1: Innovations in Construction - Ye Haowen's team invented the "building machine," which allows for the construction of one floor every two days, setting a world record for high-rise building speed [2][3]. - The team developed a method to pump C120 ultra-high-strength concrete to a height of 500 meters, creating a world record for concrete pumping [3]. - Ye proposed an "integrated" construction theory that revolutionizes the production methods in the Chinese construction industry [1][5]. Group 2: Implementation of Integrated Construction Theory - The integrated construction theory combines various elements of the construction process, including design, production, and assembly, to optimize efficiency and reduce costs [5]. - The theory was successfully applied in the Shenzhen Yujing Happiness Home project, where the construction time was reduced to an average of six days per floor, with an 80% reduction in construction waste [5][6]. - The approach has been recognized as a successful case of industrialized construction in Shenzhen [5]. Group 3: Future Directions - Ye Haowen is currently focusing on advancing smart construction technologies to enhance safety, comfort, and sustainability in building projects [7]. - The goal is to improve industrialization, digitalization, and greening of construction sites, aligning with government initiatives to provide quality housing for the public [7].