截至发稿，夏高累计任职时间10年357天，现任基金资产总规模24.94亿元，任职期间最佳基金回报 215.99%， 任职期间最差基金回报-71.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，大成基金旗下1只基金位居天迈科技十大流通股东。大成中证360互联网+指数A（002236） 三季度新进十大流通股东，持有股数40.68万股，占流通股的比例为0.78%。根据测算，今日浮盈赚取约 90.31万元。 大成中证360互联网+指数A（002236）成立日期2016年2月3日，最新规模7.88亿。今年以来收益 33.98%，同类排名834/4209；近一年收益34.05%，同类排名579/3982；成立以来收益215.99%。 大成中证360互联网+指数A（002236）基金经理为夏高。 11月24日，天迈科技涨5.01%，截至发稿，报46.50元/股，成交9100.95万元，换手率3.85%，总市值 31.64亿元。 资料显示，郑州天迈 ...

Core Insights - Wuhan is leveraging intelligent transformation as a driving force to activate new momentum in modern commerce and logistics [1] Group 1: Event Overview - The 2026 Wuhan Intelligent Warehousing and Material Handling Exhibition will be held from September 22 to 24 at the Wuhan International Expo Center [1] - The exhibition will feature the theme "Smart Logistics, Driving the Future of Industry" and is expected to attract 1100 high-quality exhibitors and 80,000 professional visitors [1][3] Group 2: Exhibition Focus - The exhibition will cover key areas such as intelligent warehousing, unmanned handling, sorting and conveying, and logistics software, with an exhibition area of 100,000 square meters [3] - Advanced technologies like automated three-dimensional warehouses, AGV/AMR robots, and intelligent scheduling systems will be showcased [3] Group 3: Industry Applications - The exhibition will specifically address the logistics needs of pillar industries in Wuhan, including automotive manufacturing, electronic information, and agricultural product circulation [5] - Special zones for intelligent manufacturing logistics and cold chain logistics for agricultural products will be established, facilitating one-on-one negotiations with local leading enterprises [5]

党的二十届四中全会明确提出"加快高水平科技自立自强，引领发展新质生产力"，将推动科技创新 和产业创新深度融合作为构建现代化产业体系的重要抓手，精准把握了科技革命与产业变革的历史机 遇。当前，人工智能向现实生产力转化的成效，直接关乎现代化产业体系的建设，更是我国在全球竞争 中筑牢优势的关键支撑。 我国人工智能技术向现实生产力转化的实践图景，正展现出鲜明的场景驱动特征。与一些发达国家 偏重基础模型研发不同，我国的技术落地深深扎根于全球最完整的工业体系和超大规模市场的沃土中， 形成了"技术突破—产业升级—经济跃升"的良性循环。在制造业腹地，工业视觉质检已从"尝鲜"走 向"必需"。在青岛港等现代化港口，智能调度系统如同无形"指挥官"，通过人工智能算法统筹岸桥、轨 道吊、集卡的高效协同作业，整体装卸效率大幅提升，成为智慧物流的全球标杆。在广袤田野，农业无 人机搭载智能感知系统，实现农药、肥料变量施用，节省大量投入成本的同时有效减少环境污染。据中 国信息通信研究院测算，2024年我国人工智能核心产业规模超9000亿元，人工智能企业数量超5000家。 放眼全球，人工智能向现实生产力转化的路径呈现出多元模式，而中国模式的独特 ...

《中国民航报》、中国民航网 记者冯智君 通讯员 冯任驰报道：作为武汉天河机场"枢纽"建设的核心支 撑，武汉天河机场安全检查站（以下简称"安检站"）纪委始终锚定"党建引领监督、监督服务发展"主 线，以2025年"一企一策"政治监督事项清单为抓手，联合各职能部门，将监督精准嵌入行业重大部署落 实、新质生产力培育、企业降本增效三个方面，在安全保障能力提升、智慧化安检建设、最小单元核算 试点三大关键项目破题见效，以"督"促"干"、以"监"提"效"，为机场建设和中部航空枢纽提质注入纪检 力量。 智慧化排班：破解"人力调度"老大难。"以前手工排班，抄航班信息、排任务要2小时，怎么排都难如大 家意，现在系统15分钟搞定，谁该上、上多久，数据说了算。"廊桥监护大队调度员老刘的感慨，道出 了智慧化排班的实效。 针对传统排班"低效"问题，安检站纪委联合设备管理室开展专项督查，推动智能调度系统如期上线，系 统整合航班动态、机位信息、员工技能等级，派工信息一键生成，任务通知钉钉推送，通过"区域就 近、任务精准、负荷均衡"的调度逻辑，让人力运转更高效。今年春运期间，廊桥对接准点率100%，单 架飞机保障节省路程时间5-8分钟，每周人均 ...

钢铁行业"智"变：钢企数字镜像，产线数据奔流 从"炉前看火"到"屏上炼钢" □ 南京日报/紫金山新闻记者 张甜甜 11月13日—14日，由中国钢铁工业协会主办、南京科远智慧科技集团股份有限公司（以下简称"科远智慧"）承办的"2025年钢铁行业智能制造专家工作组扩 大会议暨融合发展与数字化变革IT之旅"在南京举行。多家南京企业在会上分享了最新成果，一幅"智能制造重塑钢铁产业"的画卷徐徐展开。 "屏"上炼钢，重塑钢铁生产形态 在南京钢铁集团有限公司（以下简称"南钢"）的智慧运营中心，一块长42米、高6米的超高清管控屏幕上，数万个光点闪烁明灭，26条产线在数字镜像中无 声运行。没有机器的轰鸣，没有灼人的热浪，只有数据"奔流"不息。工作人员只需轻点鼠标，远方高炉的实时温度、轧机的每一次压下、成品的每一道质 检，就尽在掌握。 "过去老师傅们靠'火眼金睛'，在千度炉前汗如雨下；如今我们靠'数据透视'，在控制室精准炼钢。"南钢数字应用研究院院长汝金同的这番话，道出了行业 变迁。 曾经依赖老师傅经验的高炉"黑箱"，因AI技术变得透明可控。"我们现在拥有138个智能应用模型、456张自动报表和1467幅监控画面，这些模型让铁区 ...

Core Insights - The conference on "Intelligent Manufacturing in the Steel Industry" highlighted the transformation of the steel industry through digitalization and smart manufacturing practices [1] Group 1: Intelligent Manufacturing Transformation - The Nanjing Steel Group has implemented a smart operations center featuring a 42-meter by 6-meter ultra-high-definition control screen, allowing real-time monitoring of production lines without traditional noise and heat [2] - The reliance on experienced workers has shifted to data-driven processes, with the introduction of 138 intelligent application models and 456 automated reports, enhancing production visibility and predictive capabilities [2] Group 2: Quality Control Innovations - Advanced technologies such as machine vision and robotic systems have improved the quality inspection process, increasing efficiency by 50% through automated sample preparation and analysis [3] - The application of phased array ultrasonic testing acts like a "CT scan" for steel, enabling the detection of internal defects that are not visible to the naked eye [3] Group 3: Efficient Operations and Scheduling - The vision of integrating workers into control rooms and utilizing intelligent machinery on-site has been realized at Jiangsu Shagang Group, where autonomous vehicles and robotic arms perform various tasks [4] - The intelligent scheduling system developed by Koyuan Smart not only optimizes production plans but also extends equipment lifespan and generates production reports for full process traceability [5] - The shift in focus from daily coordination to process optimization allows companies to allocate more resources to innovation and value creation [5]

Core Viewpoint - Boretton (stock code: 1333) announced a financing plan through the placement of new H-shares, aiming to raise approximately HKD 250 million, with net proceeds expected to be around HKD 240 million after expenses [1] Group 1: Financing Details - The company plans to issue 10,000,000 new H-shares at a placement price of HKD 25.08, which represents a discount of approximately 15.0% compared to the previous trading day's closing price of HKD 29.50 [1] - The placement price also reflects a discount of about 17.1% compared to the average closing price over the last five trading days [1] - The new shares will account for approximately 2.6% of the existing issued share capital and about 2.57% of the enlarged share capital post-financing [1] Group 2: Use of Proceeds - Approximately HKD 170 million of the raised funds will be allocated for the investment and development of overseas photovoltaic and energy storage projects [1] - Around HKD 40 million will be used to repay interest-bearing loans [1] - Another HKD 40 million is designated for the research and development of a multimodal large model-driven autonomous mining truck collaborative scheduling system [1] Group 3: Company Overview - Boretton focuses on integrated solutions for "photovoltaic storage + transportation," with core business areas including the development of photovoltaic energy storage projects, electric mining trucks, and intelligent scheduling systems [1]

（文章来源：证券日报） 证券日报网讯北路智控11月12日在互动平台回答投资者提问时表示，公司目前无并购重组驰田汽车的相 关计划。在无人驾驶领域，公司当前业务核心聚焦于地下矿山特定应用场景。经过持续的研发创新与技 术积累，目前已形成涵盖智能驾驶系统、线控系统、智能调度系统及云控平台的智能驾驶核心产品体 系。根据公司2025年7月21日发布的公告，公司计划投资6亿元建设矿山智能驾驶产业化基地项目，重点 推进矿山智能驾驶相关产品的研发升级及批量化生产。该项目的实施，将有助于进一步强化公司的核心 技术能力，加快智能驾驶业务的市场拓展与产业化进程。公司始终对符合战略方向的合作与投资机会保 持开放态度，相关进展请以公司公告为准。 ...

Core Viewpoint - The company has no plans for mergers or acquisitions related to Chitian Automotive and is currently focused on specific applications in underground mining within the autonomous driving sector [1] Group 1: Business Focus - The company's core business in the autonomous driving field is concentrated on specific applications in underground mining [1] - The company has developed a core product system for intelligent driving, which includes intelligent driving systems, drive-by-wire systems, intelligent scheduling systems, and cloud control platforms [1] Group 2: Investment and Development Plans - The company plans to invest 600 million yuan to establish a mining intelligent driving industrialization base project, aimed at advancing the research and development and mass production of mining intelligent driving-related products [1] - The implementation of this project is expected to enhance the company's core technological capabilities and accelerate the market expansion and industrialization process of its intelligent driving business [1]

Core Viewpoint - The company has no plans for a merger or acquisition involving Chitian Automobile, focusing instead on its core business in the autonomous driving sector, particularly in underground mining applications [2]. Group 1: Company Plans and Investments - The company is currently concentrating on specific applications in underground mining for its autonomous driving business [2]. - A significant investment of 600 million yuan is planned for the construction of an industrialization base for mining intelligent driving products, aimed at enhancing R&D and mass production [2]. - The implementation of this project is expected to strengthen the company's core technological capabilities and accelerate market expansion and industrialization of its intelligent driving business [2]. Group 2: Technology and Product Development - The company has developed a core product system for intelligent driving, which includes intelligent driving systems, drive-by-wire systems, intelligent scheduling systems, and cloud control platforms [2]. - Continuous R&D innovation and technological accumulation have led to the formation of this comprehensive product system [2].