在中国经济转型的浪潮中，人工智能（AI）、大数据、物联网等新一代技术与庞大的制造业持续碰撞 与融合，一大批智能工厂正从蓝图变为现实。这种碰撞不仅重塑了生产范式，更成为推动产业升级、 培育新质生产力的核心引擎。 工信部数据显示，目前全国已建成3万余家基础级智能工厂、1200余家先进级智能工厂、230余家卓越级 智能工厂，智能工厂梯度培育行动取得了初步成效。据了解，这些卓越级智能工厂分布在31个省（区、 市），覆盖了超过80%的制造业行业大类。近日，记者走进多家卓越级智能工厂，看看智能生产线如何高 效生产，又给行业发展带来哪些新气象。 智能化转型加速 中集环科智能工厂里数字技术正重塑传统制造。 在数字孪生/仿真系统中，实时动态模拟在建新车间一举一动，甚至能对有轨制导车辆（RGV）的路径规 划进行智能预警，确保每一次物料运输都遵循最优轨迹；射线检测室内，AI辅助系统成为工程师的"智慧 眼"，通过深度学习算法对焊缝无损检测影像进行智能评片，让细微缺陷无所遁形；危化品区域，AI化身 24小时在线的"安全教官"，当发现未完成静电释放者，立即"点名"警告，为高危场景构筑数字化防护屏 障。 "这样的智能场景共有27个，它们像 ...

中证报中证网讯（王珞）8月22日晚，中集环科（301559）披露2025年半年度报告。报告期内，公司营 业总收入为12.14亿元，归母净利润为6260.12万元，经营活动产生的现金流量净额为2.27亿元。业绩韧 性的背后，公司作为行业龙头积极的技术引领与担当，以及对肩负社会责任的坚守与力行，是中集环科 生产经营最为亮丽的底色。 中集环科在罐箱及医疗设备制造等领域引领前行，展示了公司作为行业龙头的技术引领与担当。公司将 继续以"智改数转、绿色发展"为发展理念，以创新引领产业升级，推进经济社会绿色低碳转型。 尽管已连续多年稳居全球罐箱行业龙头之位，市场份额积累了显著优势，中集环科依旧深耕研发创新， 不断实现技术与产品的突破。报告期内，中集环科已建成行业首条全自动粉末喷涂线，通过"油改粉"降 低了生产过程污染源。通过优选环保材料—特别是绿色钢材（低碳钢）的使用，在保证产品质量的前提 下，有效降低了碳排放。同时采用数字孪生等技术，持续推行数字化转型升级、罐箱柔性绿色智能工厂 等项目建设，不仅为企业长期可持续发展奠定了基础，更推动了传统罐箱制造业的数智及绿色转型。凭 借在这些领域的突出表现，公司成功入选工信部首批卓越级 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 13.86, compared to the last closing price of 10.97 [1]. Core Views - The company's performance is currently affected by a downturn in the tank container industry, but it is actively expanding its product lines to enhance competitiveness [5][8]. - The company reported a revenue of 1.863 billion yuan for 2024, a year-on-year decline of 16.41%, and a net profit of 237 million yuan, down 28.91% year-on-year [4][6]. - The tank container business generated 1.092 billion yuan in revenue, a decrease of 27.47% year-on-year, primarily due to the industry being in a down cycle [5]. - The cold chain equipment segment showed stable growth, achieving a revenue of 720 million yuan, an increase of 10.86% year-on-year [5]. Financial Summary - The company’s comprehensive gross margin for 2024 was 24.45%, a slight decrease of 0.9 percentage points year-on-year [6]. - The projected revenues for 2025 to 2027 are 1.952 billion yuan, 2.095 billion yuan, and 2.323 billion yuan, respectively, with corresponding net profits of 239 million yuan, 249 million yuan, and 286 million yuan [7]. - The earnings per share (EPS) are expected to be 0.77 yuan for 2025, 0.81 yuan for 2026, and 0.92 yuan for 2027 [7].

Group 1 - The company CIMC Enric has been awarded the "Green Intelligent Manufacturing Dual Transformation Benchmark Award" at the 2025 ESG Excellence Award evaluation by the China Top 100 Listed Companies Forum [2] - CIMC Enric was recognized as one of the first "National Excellent Intelligent Factories" by the Ministry of Industry and Information Technology, marking a new paradigm in the digital transformation of the tank container industry [2] - The company implemented digital twin technology in its flexible lighthouse factory project, achieving a 20% increase in production capacity and a 10% reduction in energy consumption [2] Group 2 - CIMC Enric is advancing the "AI + Digital Flaw Detection" technology, which has reached the model training stage, with an accuracy rate of 99% in identifying weld defects [2][3] - The digital flaw detection technology has reduced inspection time from 60-90 minutes to 1-2 minutes, resulting in a 60-fold increase in efficiency and annual cost savings of 1.5 million yuan [3] - The company has developed the first fully automated powder coating line in the tank container industry, achieving near-zero VOC emissions and an annual reduction of 78 tons of emissions [3]