来源：新闻联播 工业和信息化部近日发布《工业互联网和人工智能融合赋能行动方案》，提出将推动超过 5万家企业实 施"人工智能+工业互联网"升级改造，显著提升工业互联网与人工智能融合赋能水平。 《方案》提出，到2028年，满足人工智能工业应用高通量、低时延、高可靠通信需求的新型工业网络规 模持续扩大，在原材料、装备制造、消费品、电子信息等重点行业工业企业加快部署应用，推动不少于 50000家企业实施新型工业网络改造升级。工业数据汇聚、治理、流通、共享体系不断完善，在20个重 点行业打造一批高质量数据集。来看梳理—— 强化工业智能算力供给 —— 加快工业互联网与通算中心、智算中心、超算中心融合应用，鼓励公共算力服务商向工业企业提供服 务。 基础底座升级行动 加快工业网络开放智能升级 —— 面向智能装备协同生产、工业模型训练推理、工业智能体通信交互等工业智能新需求，支持工业企业综 合运用5G/5G-A、工业光网、时间敏感网络（TSN）、单对线以太网（SPE）、边缘计算、云化控制等 技术推动工业网络控网算一体化演进和能力升级，探索新型工业网络适应工业智能业务的创新应用模 式。 加快5G可编程逻辑控制器（PLC）、AI路 ...

1月6日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》，提出强化工业智能算力供 给。加快工业互联网与通算中心、智算中心、超算中心融合应用，鼓励公共算力服务商向工业企业提供 服务。引导工业企业加快边缘一体机、智能网关等设备部署。鼓励工业企业、设备供应商联合推动端侧 设备智能化升级，在生产设备、传感器、无人运输车辆(AGV)等部署轻量化算力模块，提升数据实时处 理能力。 ...

每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年1月8日 星期四｜ NO.1 日本欲打造本土版"星链"系统 据新华社援引日本《产经新闻》报道，日本政府从安全保障角度出发，正着手打造"日本版星链"系统。 报道说，日本政府已确定支持措施，旨在推动利用低轨道卫星星座实现国内自主控制的通信服务。低轨 道卫星星座是指在距离地表200公里至2000公里的轨道上运行的、由数十至数千颗小型卫星协同工作的 通信网络，能够支持手机等设备的语音通话和数据通信。 NO.2 国资委主任张玉卓：央企要大力发展战略性新兴产业，开辟增长的"第二曲线" 国务院国资委主任张玉卓1月5日至6日赴四川深入有关中央企业科研、生产一线调研。张玉卓强调，今 年是"十五五"开局之年，中央企业要抢抓机遇、锐意创新，积极为经济稳中向好注入强劲动能。加快推 动产业升级，统筹推进传统产业巩固提升和新兴动能培育壮大，大力发展战略性新兴产业与未来产业， 开辟增长的"第二曲线"；持续加强科技创新，瞄准重点领域关键环节，加大研发投入，培育拓展应用场 景。 NO.3 山东：近期正在编制航空航天产业提质升级有关政策文件 1月7日，山东省人民政府新闻办公室举行省政府政策例行吹风会 ...

可控核聚变概念震荡走强，中国一重、中国核建、雪人集团、中国西电涨停，英杰电气、理工光科、华 菱线缆、哈焊华通等涨幅居前。消息面上，商业聚变能源公司能量奇点宣布，1月6日下午，正在运行的 全球首台全高温超导托卡马克核聚变实验装置洪荒70取得重要进展，在第5319次实验中成功实现了120 秒稳态长脉冲等离子体运行。 站在市场角度而言，该方向类似于此前几日的脑机接口，属于典型的事件催化下题材炒作，虽然在后市 热点轮动过程中仍存在反复活跃的机会，但预计更多的赚钱效应或更多向前排核心标的集中。 智通财经1月7日讯，沪指微涨录得14连阳，创业板指冲高回落。沪深两市成交额2.85万亿，较上一个交 易日放量476亿，成交额连续2个交易日超2.8万亿。盘面上，市场热点快速轮动，全市场超3100只个股 下跌。从板块来看，商业航天概念反复活跃，十余只成分股涨停，雷科防务6连板，金风科技2连板。煤 炭板块持续拉升，大有能源、陕西黑猫涨停。半导体设备股延续强势，中微公司、北方华创大涨续创历 史新高。光刻胶概念表现活跃，国风新材3天2板，南大光电、彤程新材涨停。可控核聚变概念震荡走 强，中国一重、中国核建涨停。下跌方面，脑机接口概念震荡 ...

格隆汇1月7日｜工信部印发《工业互联网和人工智能融合赋能行动方案》提出，强化工业智能算力供 给。加快工业互联网与通算中心、智算中心、超算中心融合应用，鼓励公共算力服务商向工业企业提供 服务。引导工业企业加快边缘一体机、智能网关等设备部署。鼓励工业企业、设备供应商联合推动端侧 设备智能化升级，在生产设备、传感器、无人运输车辆(AGV)等部署轻量化算力模块，提升数据实时处 理能力。加快构建全国一体化算力网络，推动智算云服务试点在工业领域中应用推广，强化工业大模型 在算力跨区域高效调用、"云边端"算力精准匹配等方面普及应用，提升工业智算供给能力和利用效率。 ...

Core Viewpoint - Bohai Automotive is progressing with a significant asset restructuring plan, aiming to acquire equity stakes in several companies held by Beijing Hainachuan Automotive Parts Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [2] Group 1: Acquisition Details - The restructuring plan includes acquiring 51% of Beijing Beiqi Moulding Technology Co., Ltd., 51% of Hainachuan Andautop (Langfang) Seat Co., Ltd., 100% of Inafa Intelligent Technology (Beijing) Co., Ltd., and 50% of Langfang Leoni Wiring Systems Co., Ltd. [2] - The acquisition targets are involved in various automotive components, including bumpers, seat frames, automotive electronics, and wiring systems, with established relationships with major automotive brands such as Beijing Benz, Volvo, and NIO [2][3][4] Group 2: Financial Aspects - Bohai Automotive plans to raise a total of no more than 1,378.502 million yuan, which accounts for 59.44% of the transaction price for the asset acquisition [4] - The cash consideration for the transaction is 409.251 million yuan, with additional investments planned for production capacity and R&D projects totaling approximately 36.457 million yuan, 2.55 million yuan, and 2.45 million yuan respectively [5]

格隆汇8月5日丨九联科技(688609.SH)在互动平台表示，公司有智能网关产品出口欧盟国家，目前营收 占比较小。 ...

Summary of Key Points from the Conference Call Company Overview - The company discussed is **Xingwang Ruijie**, which operates in four main segments: **Ruijie Network**, **Communication**, **Financial Innovation**, and **Metaverse** [2][4][5]. Core Business Segments and Performance - **Ruijie Network**: Expected to contribute significantly to net profit, with projections between **400 million to 500 million CNY** for the first half of 2025, showing a strong performance [2][4][7]. - **Communication Segment**: The core of this segment is the **Optical Communication** business, primarily serving **China Mobile** and expanding into **China Unicom**, **China Telecom**, and **China Tower** markets. A growth period is anticipated in 2025 due to product updates that will increase the proportion of high-margin products [2][5][8]. - **Financial Innovation**: Led by a subsidiary in Shenzhen, this segment provides comprehensive financial solutions and participates in the **digital RMB pilot project**. The company has completed **Hongmeng certification** and is expanding into the **Middle East** and **ASEAN** for international payment solutions [2][3][5][16]. - **Metaverse Segment**: Focuses on audio-visual technology and immersive experiences, with applications in entertainment and corporate promotion. Collaborations with universities are ongoing to explore brain-computer interface technology [2][6][18]. Financial Performance - The company forecasts a net profit of **180 million to 240 million CNY** for the first half of 2025, representing a year-on-year growth of **3.81% to 91%** [4][7]. - The **De Ming Communications** segment, focusing on the U.S. market for vehicle networking, reported a revenue and profit increase of approximately **30%** in the first half of 2025 despite trade tensions [2][5][7]. Future Growth Drivers - Anticipated growth in the second half of 2025 is driven by advancements in computing power and the availability of computing cards, which are expected to boost demand for switches [2][8]. - The overseas business of Ruijie Network has seen over **50% growth** in revenue last year, with expectations for continued strong performance [2][8]. - The company is also focusing on high-margin products in the optical communication sector, including voice gateways and intelligent gateways, to meet AI demands [8][9]. Market Position and Strategy - The company has joined the **Digital RMB Alliance** and collaborates with major firms like **Meituan**, **Alibaba**, **Tencent**, and **JD.com** to expand cross-border payment solutions [3][16]. - The white-box switches, primarily targeting internet companies, have a gross margin of about **20%**, significantly higher than the **8%-10%** margins typical for simple OEM/ODM manufacturers [10][12]. Operational Efficiency - The company has implemented significant operational cost reductions, which are expected to enhance net profit margins as revenue grows without a proportional increase in operational expenses [9][11][14]. AI and Innovation - The company is actively exploring AI applications, particularly in hardware needs for data center switches and integrated solutions for various sectors, including healthcare [18][19]. - Research in brain-computer interface technology aims to provide personalized mental health analysis through advanced modeling techniques [18][19]. Outlook - The overall performance for the first half of 2025 aligns with expectations, with optimism for increased orders and revenue in the second half, particularly in computing power and operator construction opportunities [20]. - New products and market expansions are anticipated to contribute positively to the company's financial performance, enhancing returns for investors [20].