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京东工业半年换帅;卓尔智联落子前海双总部;头部平台战略调整加速丨产业互联网周报

亿邦动力 2026-06-28 17:15
亿邦动力 2026/06/28 17:15

邦小白快读

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本文是产业互联网领域一周核心动态汇总,整理了行业最新重大事件、热门趋势与核心观点,能让普通读者快速掌握领域最新情况。

1. 核心行业事件:第四届链博会升级数智科技链,首次设立人工智能专区,共有161项新产品新技术首发首展;头部产业互联网企业京东工业上市半年突发换帅,多家企业布局出海、新业务领域,AI基础设施、大健康等领域企业获得大额融资。

2. 核心行业观点:多位产业大佬分享了AI时代产业发展思路,其中震坤行陈龙提出AI时代企业被淘汰往往不是因为规模小,而是因为平庸,供过于求的时代产品质量和创新更加重要;行业整体判断AI已经从概念落地走向价值兑现,数智技术成为重塑全球产业链的核心变量。

本文汇总了近期产业互联网领域的行业趋势、成功案例和发展机会,对品牌商把握方向、布局业务有较高参考价值。

1. 行业发展趋势:当前产业领域AI落地加速,数智技术已经成为提升供应链核心韧性的关键变量,供过于求时代品牌竞争的核心落在产品质量和创新上,只要能完成AI技术与产业场景的融合,就能在后续竞争中占据先机。

2. 可参考的案例与机会:出海是当前明确的高增长赛道,震坤行一季度海外收入同比增长超6倍,双线布局海外战略已经初见成效;齐心集团依靠持续升级的数字化能力,连续五年保持品牌价值稳步增长,还成功中标大型国企多年度长协项目,印证了B端品牌深耕数字化的价值;欧冶云商的碳工具能帮钢铁企业减少70%以上碳税,说明绿色转型能为品牌带来实打实的收益。

本文梳理了近期产业互联网领域的政策变动、市场机会与风险提示,能给各类产业卖家提供明确的行动参考。

1. 政策层面利好:五部门联合启动工业5G独立专网试点,支持原材料、装备制造等多个工业领域的大型企业建设专网,鼓励“5G+工业互联网”融合应用,即将举办的工业互联网大会也将聚焦AI与工业互联网融合赋能,相关领域卖家可以享受政策红利,加快数智化升级。

2. 市场机会与风险应对:出海是当前最明确的高增长机会,云汉芯城收购新加坡本土电子分销企业接入东南亚网络,震坤行布局双线海外战略实现收入增长超6倍,卖家可以抓住东南亚、美国市场的布局机会;欧盟正式开征碳税后,欧冶云商的CBAM辅助填报工具能帮典型钢铁产品减少70%以上碳税支出,出海钢铁类卖家可以借助这类工具降低成本,应对碳税风险;钢银电商承接欧冶非宝武系交易服务,也给中小钢铁卖家拓宽了交易渠道。

本文整理了近期产业互联网领域的各类动态,能给工厂把握生产需求、抓住商业机会、推进数字化转型提供参考。

1. 数字化转型的启示:当前AI技术已经在产业端落地兑现价值,震坤行的工业AI大模型“行家”玲珑,能将汽车制造企业的物料盘点时间从三天压缩到不到两小时,可大幅提升工厂运营效率;政策端支持工业领域建设5G独立专网,鼓励“5G+工业互联网”融合应用,工厂加快数智技术与自身场景的融合,就能建立竞争优势。

2. 可抓住的商业机会:欧盟碳税正式进入征税期,欧冶云商的CBAM辅助填报工具能帮工厂减少70%以上的碳税支出,出海钢铁工厂可以借助该工具降低成本;当前出海需求旺盛,不管是服务中国制造出海还是布局海外本土市场都有大量机会,工厂可以对接头部平台拓展海外市场;B端大型企业的长协订单需求稳定,齐心集团中标大唐集团多年度MRO项目也说明,工厂做好产品质量就能获得长期稳定订单。

本文梳理了近期产业互联网领域的行业发展趋势、客户痛点与成熟解决方案,能给各类产业服务商拓展业务提供参考。

1. 行业发展趋势:当前产业互联网领域头部平台进入战略调整与深度竞合期,政策端持续加码AI与工业互联网融合,AI已经从概念走向落地,数智化服务需求快速增长;全球正从Bit驱动的移动互联网时代向Token赋能的智能经济时代演进,AI基础设施领域需求旺盛,硅基流动完成超20亿元B轮融资就是市场需求的直接印证。

2. 客户痛点与可借鉴的解决方案:出口欧盟的钢铁企业面临碳税成本高的痛点,欧冶云商依托运营多年的全产业链EPD平台开发的CBAM辅助填报工具,可帮企业减少70%以上碳税,还联动金融机构上线绿色金融产品,解决企业绿色转型的资金需求;制造企业存在物料盘点效率低的痛点,震坤行的工业AI大模型可将盘点时间从三天压缩到两小时,大幅提效,这些成熟模式都给同类服务商提供了参考。

本文汇总了近期产业互联网头部平台的最新动态、战略调整方向,能给平台商的运营发展、规避风险提供参考。

1. 头部平台最新战略动向:当前头部产业互联网平台进入战略调整加速期,京东工业上市半年完成换帅,换帅后立刻回购股份稳定市场;卓尔智联设立深港双总部,重点开拓电子元器件与AI供应链新赛道,挖掘新增长曲线;钢银电商与欧冶供应链达成深度合作,承接非宝武系交易服务,拓宽自身增长渠道,这种深度竞合的模式已经成为头部平台的新发展方向。

2. 运营管理与风险规避参考:平台要加快数智化升级,数智科技已经成为平台的核心竞争力,多家头部平台都在布局AI相关供应链业务,AI落地能直接提升平台的服务价值;平台要做好核心团队激励与市场稳定,汇通达推出零成本限制性股权激励留住核心人才,还计划回购不超5亿港元股份稳定市场,京东工业换帅后也回购股份,这类做法能帮助平台规避股价波动风险,稳定市场信心;平台还可以借助地方政府的招商政策,吸引更多商家入驻,拓宽招商渠道。

本文梳理了近期产业互联网领域的最新产业动向、政策变动与商业模式创新,能给产业研究者提供丰富的研究素材与方向参考。

1. 产业发展新动向:当前产业互联网领域呈现三个明确的新特征,一是数智技术完成从“数字”到“数智”升级,成为重塑全球产业链、提升供应链韧性的核心变量,第四届链博会升级数智科技链并首次设立AI专区就是标志性事件,数据显示中国企业AI适配度已经跻身全球第一梯队,跨行业协作渗透率是全球其他企业的2.3倍;二是头部平台进入战略调整加速与深度竞合的新阶段,行业整合速度加快;三是政策端持续加码,五部门联合启动工业5G独立专网试点,推动AI与工业互联网融合,AI落地已经从概念走向实效。

2. 新商业模式研究方向:当前产业互联网平台围绕出海、绿色转型、AI赋能诞生了多个新的服务模式,比如欧冶云商的碳服务+绿色金融模式、震坤行AI赋能工业运营的模式、卓尔智联深港双总部布局新赛道的模式,都具备较高的研究价值。

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Quick Summary

This article is a weekly roundup of core developments in the industrial internet sector, compiling the latest major industry events, trending topics and key insights to help general readers quickly catch up on the most recent updates in the field.

1. Core industry events: The 4th China International Supply Chain Expo upgraded its digital intelligence technology exhibition area and established its first special AI zone, featuring 161 newly launched products and technologies making their debut. Leading industrial internet firm JD Industrial has suddenly changed its CEO just six months after going public. Multiple companies are expanding into overseas markets and new business segments, while firms in AI infrastructure, big health and other sectors have secured large-scale financing.

2. Key industry insights: A number of industry leaders shared their outlooks on industrial development in the AI era. Chen Long of ZKH noted that in the AI age, companies are usually eliminated not because they are too small, but because they are mediocre. In this era of oversupply, product quality and innovation matter more than ever. The industry generally agrees that AI has moved beyond conceptual hype to delivering tangible value, and digital-intelligent technologies have become the core variable reshaping global industrial chains.

This article compiles recent industry trends, successful use cases and growth opportunities in the industrial internet sector, offering valuable reference for brands to align their strategy and plan business expansion.

1. Industry development trends: AI adoption is accelerating across industrial sectors, and digital-intelligent technologies have become the key variable boosting core supply chain resilience. In the current oversupply market, brand competition centers on product quality and innovation. Brands that successfully integrate AI technology with industrial scenarios will gain an early edge in future competition.

2. Referenceable cases and opportunities: Overseas expansion is currently a clear high-growth track. ZKH reported that its overseas revenue grew more than 600% year-over-year in Q1, marking initial success for its dual-track overseas expansion strategy. COMIX has maintained steady growth in brand value for five consecutive years through continuous digital upgrades, and recently won a multi-year long-term contract with a large state-owned enterprise, confirming the value of deep digital investment for B2B brands. Ouyeel's carbon tools help steel enterprises cut more than 70% of their carbon tax expenses, proving that green transition can deliver tangible bottom-line benefits for brands.

This article sorts out recent policy changes, market opportunities and risk alerts in the industrial internet sector, providing clear actionable guidance for all types of industrial sellers.

1. Policy tailwinds: Five Chinese government departments have jointly launched a pilot program for 5G standalone private networks in industry, supporting large enterprises in raw materials, equipment manufacturing and other industrial sectors to build private networks, and encouraging integrated "5G + Industrial Internet" applications. The upcoming Industrial Internet Conference will also focus on AI and industrial internet integration and empowerment. Sellers in related sectors can leverage policy incentives to accelerate their digital-intelligent transformation.

2. Market opportunities and risk mitigation: Overseas expansion is the clearest high-growth opportunity at present. IC Harbor acquired a local Singaporean electronics distributor to access Southeast Asian networks, and ZKH's dual-track overseas strategy delivered over 600% revenue growth. Sellers can seize opportunities to expand into Southeast Asian and U.S. markets. After the EU officially implemented its carbon tax, Ouyeel's CBAM-assisted reporting tool helps typical steel products cut more than 70% of carbon tax expenses. Exporting steel sellers can use such tools to lower costs and mitigate carbon tax risks. Gangyin E-commerce has taken over non-Baowu trading services from Ouyeel, which also expands trading channels for small and medium-sized steel sellers.

This article compiles recent developments in the industrial internet sector, offering reference for factories to grasp production demand, seize business opportunities and advance digital transformation.

1. Insights for digital transformation: AI technology is now delivering tangible value on the industrial end. ZKH's industrial AI large model "Linglong" reduces inventory counting time for automotive manufacturers from three days to less than two hours, drastically improving factory operational efficiency. Policymakers support the construction of 5G standalone private networks for industrial use and encourage integrated "5G + Industrial Internet" applications. Factories that accelerate the integration of digital-intelligent technologies with their own operational scenarios can build sustainable competitive advantages.

2. Actionable business opportunities: The EU carbon tax is now officially in effect. Ouyeel's CBAM-assisted reporting tool helps factories cut more than 70% of carbon tax expenses, so exporting steel factories can leverage this tool to lower costs. Current demand for overseas expansion is strong, and there are abundant opportunities both for serving Chinese manufacturing exports and building local presence overseas. Factories can partner with leading platforms to expand into global markets. Long-term framework contracts from large B2B clients bring stable revenue. COMIX's win of a multi-year MRO contract with China Datang Corporation demonstrates that maintaining high product quality can help factories secure long-term stable orders.

This article sorts out recent industry trends, customer pain points and mature solutions in the industrial internet sector, offering reference for all types of industrial service providers to expand their business.

1. Industry development trends: Leading platforms in the industrial internet sector are now entering a phase of strategic adjustment and deep co-opetition. Policymakers are continuously increasing support for AI and industrial internet integration. AI has moved beyond conceptual hype to real-world implementation, driving rapid growth in demand for digital-intelligent services. The global economy is evolving from the Bit-driven mobile internet era to the Token-enabled smart economy era, and demand in the AI infrastructure sector is booming. SiluFlow's over RMB 2 billion Series B financing is direct evidence of this strong market demand.

2. Customer pain points and referenceable solutions: Steel enterprises exporting to the EU face the pain point of high carbon tax costs. Ouyeel developed a CBAM-assisted reporting tool based on its full-industry-chain EPD platform built over years of operation, which can help enterprises cut more than 70% of carbon tax expenses. It also launched green financial products in partnership with financial institutions to address capital needs for enterprises' green transition. For manufacturers' pain point of low inventory counting efficiency, ZKH's industrial AI large model reduces counting time from three days to two hours, delivering drastic efficiency gains. These mature models provide useful references for peer service providers.

This article compiles the latest developments and strategic adjustment directions of leading industrial internet platforms, offering reference for platform operators on development and risk mitigation.

1. Latest strategic moves of leading platforms: Leading industrial internet platforms have entered a phase of accelerated strategic adjustment. Just six months after going public, JD Industrial replaced its CEO and immediately launched a share buyback to stabilize market sentiment. Zall Smartcom has established dual headquarters in Shenzhen and Hong Kong to focus on expanding into new growth tracks including electronic components and AI-powered supply chains. Gangyin E-commerce has formed a deep partnership with Ouyeel Supply Chain to take over non-Baowu trading services and expand its growth channels. This deep co-opetition model has become the new development direction for leading platforms.

2. Reference for operations management and risk mitigation: Platforms need to accelerate digital-intelligent upgrading, as digital-intelligent technology has become the core competitiveness for platforms. Multiple leading platforms are already laying out AI-related supply chain businesses, and AI implementation directly improves platforms' service value. Platforms need to implement proper incentives for core teams and maintain market stability. Huidongda launched a zero-cost restricted stock incentive plan to retain core talent, and plans to buy back up to HK$500 million in shares to stabilize market sentiment. JD Industrial also launched a share buyback after its leadership change. These practices help platforms mitigate stock price volatility risks and maintain market confidence. Platforms can also leverage local government investment incentives to attract more merchants and expand merchant acquisition channels.

This article sorts out the latest industrial developments, policy changes and business model innovations in the industrial internet sector, providing abundant research materials and directional reference for industry researchers.

1. New industry development trends: The industrial internet sector now presents three clear new characteristics. First, digital-intelligent technology has completed its upgrade from "digitalization" to "intelligent digitalization", becoming the core variable reshaping global industrial chains and improving supply chain resilience. The upgrade of the digital intelligence technology chain and the launch of the first special AI zone at the 4th China International Supply Chain Expo is a landmark event. Data shows that Chinese enterprises' AI adaptation already ranks among the world's top tier, and their cross-industry collaboration penetration is 2.3 times that of peer enterprises in other regions. Second, leading platforms have entered a new stage of accelerated strategic adjustment and deep co-opetition, and industry consolidation is accelerating. Third, policymakers are continuously increasing support: five departments have jointly launched a pilot program for industrial 5G standalone private networks to promote the integration of AI and industrial internet, and AI implementation has moved from conceptual hype to delivering real results.

2. New research directions for business models: Industrial internet platforms have spawned multiple new service models centered on overseas expansion, green transition and AI empowerment. Examples include Ouyeel's integrated carbon service and green finance model, ZKH's AI-enabled industrial operation model, and Zall Smartcom's dual-headquarters strategy for new track expansion. All of these models carry high research value.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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# 业界新事 #

1 第四届链博会举行,“数智科技链”首次亮相

6月22日至26日,第四届中国国际供应链促进博览会(链博会)在北京举行,来自85个国家、地区和国际组织的676家企业和机构参展。本届链博会将“数字科技链”升级为“数智科技链”,并首次设立人工智能专区。链博会期间首发首展新产品新技术新服务新场景161项。英伟达展出工业四足机器人、高通展示智能可穿戴设备、英特尔将汽车智能座舱解决方案带到现场。普华永道在链博会上发布《全球人工智能效能研究中国报告》,显示中国企业在AI适配度上已跻身全球第一梯队,跨行业协作渗透率是全球其他企业的2.3倍左右。西门子重点展示了Xcelerator开放式数字商业平台,已在中国汇聚近60万注册用户、近500家生态伙伴。

2 京东工业上市半年突发换帅,王培暖接任CEO

6月23日,京东工业(07618.HK)在港交所发布公告,执行董事兼首席执行官宋春正因个人健康原因辞任,自2026年7月1日起生效。宋春正从2017年牵头孵化京东工业业务,到带队完成独立融资、递表和上市,几乎贯穿京东工业从内部项目到上市公司的整个周期。接任者王培暖同日获委任为执行董事、首席执行官。京东工业2025年12月挂牌上市,距此次换帅恰好满半年。6月25日,京东工业斥资约231.77万港元回购21.06万股。

3 欧冶云商构建钢铁绿色出海新范式,碳税可减70%以上

2026年欧盟碳边境调节机制(CBAM)正式进入征税期。欧冶云商凭借运营5年的钢铁全产业链EPD平台,已发布370余份中文EPD报告,覆盖49家主流钢企。通过自主研发的CBAM辅助填报工具,典型钢铁产品可减少70%以上的碳税支出。欧冶云商绿链平台已联动16家金融机构,上线29个绿色金融产品,绿色信贷覆盖金额超16亿元。

4 钢银电商与欧冶供应链达成战略合作,承接非宝武系交易服务

6月17日,钢银电商与欧冶供应链在上海签署业务合作及党建共建协议。自2026年7月1日起,钢银电商将作为欧冶云商平台商城业务的交易服务提供商,独立承接非宝武系卖家在平台商城模式下的交易结算及配套服务。上海钢联在互动平台表示,本次合作有利于拓宽钢银电商业务增长渠道。

5 云汉芯城收购新加坡Maxmega Electronics股权

6月25日,云汉芯城(301563)在互动平台表示,公司新加坡全资子公司收购Maxmega Electronics股权后成为其第一大股东。Maxmega Electronics是新加坡本土电子元器件代理与分销企业,拥有丰富的品牌代理资源及大批量现货供应能力。本次收购旨在快速接入东南亚本地成熟的电子元器件分销网络。6月26日,云汉芯城发布公告更换持续督导保荐代表人。

6 齐心集团蝉联《中国500最具价值品牌》,品牌价值236.18亿元

6月26日,齐心集团凭借稳健的经营表现与持续升级的数字化能力,再度入选《中国500最具价值品牌》,品牌价值236.18亿元,位列第395名,连续五年保持品牌价值稳步增长。此前,齐心集团成功中标中国大唐集团2026年—2029年度办公用品和MRO工业品长协项目。

7 震坤行海外收入同比增长超6倍,陈龙谈AI时代生存法则

据震坤行2026年一季度财报,公司海外收入同比增长超6倍,正同步推进“服务中国制造出海”与“美国本土业务布局”双线战略。震坤行董事长兼CEO陈龙在接受专访时表示:“AI时代,被淘汰往往不是因为小,而是平庸。供过于求的时代,产品质量、产品创新变得越来越重要。”震坤行旗下一款工业用品AI大模型“行家”玲珑,可将汽车制造企业物料盘点时间从三天压缩至不到两小时。

8 卓尔智联布局前海深港双总部,开拓电子元器件与AI供应链

卓尔智联入驻前海深港汇双向总部基地,设立深港双总部,重点开拓电子元器件、AI供应链等新领域。卓尔智联构建了“B2B交易服务+供应链服务+数字技术云服务”的架构体系,2025年集团营收达1550.29亿元。

# 投融热点 #

1 硅基流动完成超20亿元B轮融资

硅基流动完成超20亿元B轮融资,由携程战投、晶科能源控股、金蝶股份、联通新沃、蔚来资本、商汤战投、巨人网络等产业资本及财务机构、国资联合投资。该公司聚焦AI基础设施领域,日均Token调用量已达数万亿。本轮融资将用于技术研发与市场拓展。

2 药师帮发行371.33万股对价股份,海珠区举办生态伙伴交流会

6月26日,药师帮(09885)根据股份购买协议,以每股12港元发行价配发及发行371.33万股对价股份。此前,海珠区举办“海珠合伙人”×药师帮生态伙伴交流会暨产业招商赋能会,全国超100名知名学者、大健康行业领军者参会。药师帮2025年实现营业收入209.7亿元,同比增长17.1%,净利润1.53亿元。

3 汇通达网络授出391.6万份限制性股份单位,拟回购不超5亿港元

6月24日,汇通达网络(09878.HK)宣布向273名选定持有人授予391.6万个受限制股份单位,授予价格为零。同日,公司宣布拟根据市场情况不定时回购H股,回购总金额不超过人民币5亿元。此外,公司附属公司于6月23日与星仁力签订租赁协议,租赁南京两处物业,10年租金合计2564万元。

# 宏观政策 #

1 五部门联合启动工业5G独立专网试点

工业和信息化部、交通运输部、国务院国资委等五部门联合印发通知,支持原材料、装备制造、消费品、电子信息、国防科技、能源交通等行业领域的大型特大型企业建设独立专网,鼓励“5G+工业互联网”融合应用城市试点率先开展独立专网建设工作。

2 2026工业互联网大会将于6月29日至30日在京举行

本届大会以“工业互联网与人工智能融合赋能新型工业化”为主题,设置开幕式、主题活动及成果汇报,同步开设工业智能、新型工业网络与“5G+工业互联网”升级发展、工业互联网“标识×AI”融合创新等专题。

# 本周金句 #

1 “AI时代,被淘汰往往不是因为小,而是平庸。供过于求的时代,产品质量、产品创新变得越来越重要。”

——震坤行董事长兼CEO陈龙


2 “以前各行各业都把人工智能当作一个工具引入,但是现在它越来越像我们的‘同事’。”

——阿里云智能集团副总裁刘湘雯


3 “逆向供应链不是‘最后一公里’,而是绿色制造的‘下一个循环’。”

——特斯拉全球副总裁陶琳


4 “中国供应链以其确定性和可靠性成为国际经贸合作的稳定锚。”

——墨西哥中国商会执行主席比森特·罗克尼


5 “全球正从‘Bit驱动’的移动互联网时代,向‘Token赋能’的智能经济时代加速演进。”

——中兴通讯高级副总裁刘健

# 本周叙评 #

本周产业互联网领域呈现三个鲜明特征:其一,链博会首次将“数字科技链”升级为“数智科技链”并设立AI专区,从“数字”到“数智”的一字之变,标志着数智技术已成为重塑全球产业链、提升供应链核心韧性的关键变量。其二,头部平台进入战略调整与深度竞合期。其三,政策端持续加码,AI落地从概念走向实效。企业端,欧冶云商CBAM工具助钢铁企业减碳税70%以上,震坤行AI大模型将物料盘点时间从三天压缩至两小时——AI在产业端的价值兑现正在加速,谁能跨过技术与场景融合的门槛,谁就能在下一阶段竞争中占据先机。

文章来源:亿邦动力

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