Ants Factory Debuts 'Gewu' Model; This Week Sees Parallel Progress in AI Implementation and Capital Activity in the Industrial Sector | Industrial Internet Weekly

# Industry Updates

1. Ebrun Research Releases 2026 Enterprise Data Factor Competitiveness Report

On August 28, at the 2026 China International Digital Economy Expo, Ebrun Research officially launched the 2026 Enterprise Data Factor Competitiveness Report, China's first special research report analyzing enterprises' data factor competitiveness. The report puts forward the concept of "enterprise data factor competitiveness" for the first time and constructs a "four-capability model", which breaks down the capability into four dimensions: data acquisition capability, governance capability, application capability, and security capability. It also includes case studies of multiple enterprises such as Guolian Co., Ltd., Fantrans International, JLC Network Technology, and Shenzhen Topology. 2026 has been designated by the Chinese government as the "Year of Unlocking Data Factor Value". Three core trends are currently emerging: the release of data factor value has entered a fast track, AI agents are activating enterprise data assets, and data factors have become a competitive moat for enterprises. Some leading companies are already rapidly building their core competitiveness around data factors.

2. JD Industrial Provides Emergency Support to Mudslide-Hit Areas in Xigazê, Tibet

At 4 p.m. on August 30, the first batch of professional equipment and supplies donated by JD Industrial, including demolition and excavation tools and waterproof protective gear, arrived at the disaster relief frontline in Gyirong, Xigazê, Tibet, and was officially handed over to the local government. In addition, a batch of professional lighting equipment urgently dispatched directly by JD Industrial in cooperation with local ecological partners also arrived at the frontline on the same day.

3. JD Industrial Wins 2026 Sedex Technology Innovation Award

For its breakthrough innovations in the digital and intelligent transformation of industrial supply chains and ESG management, JD Industrial stood out from numerous participating enterprises to win the "Technology Innovation Award" at the Sedex Supply Chain Awards, and also received a nomination for the "Social Responsibility Co-construction Contribution Award". It is the only industrial supply chain technology and service enterprise to win the award this year.

4. Ants Factory Launches Industry's First Intelligent Model for Component Design and Processing

At a concurrent event of the 2026 World Robot Conference, Beijing Ants Factory Intelligent Manufacturing Technology Co., Ltd. officially released the "Ant Gewu" model, the first intelligent model for component design and processing targeting the machinery industry, as well as an embodied intelligent robot experimental platform for university research and teaching purposes.

5. Qcc Leads Credit Reporting Industry Summit; Tencent Marvis Launches on Qcc MCP

Qcc, serving as rotating chair, led the convening of a credit reporting industry summit, gathering representatives from the central bank's regulatory authorities and multiple national credit reporting institutions to explore new development paths for the credit reporting industry. Recently, Tencent's operating system-level personal AI assistant Marvis was officially launched on Qcc's MCP (Model Context Protocol). Users only need to input a single sentence to complete company inquiries, reducing the process that previously required dozens of minutes of manual data collection to producing results within 30 seconds.

6. Qixinbao, a Subsidiary of Intsig Information, Launches "AI Ask Enterprise" Function

Qixinbao, owned by Intsig Information, has launched the "AI Ask Enterprise" function, which simplifies the complex commercial data query and analysis process into a single natural language query. It opens up data capabilities across more than 160 dimensions, providing users with "trustworthy" judgment basis for decision-making.

7. Renrenzhu's Short-Term Rental Orders Grow 66.8% Year-on-Year

People's Daily has focused on rental consumption. Data from the Renrenzhu platform shows that short-term rental demand surged during the summer holiday, with related orders increasing 66.8% year-on-year. The platform has 12 standardized warehousing and fulfillment centers across the country, and through intelligent equipment scheduling, its "next-day delivery" service covers more than 200 cities, improving fulfillment efficiency by approximately 50%.

8. China's First Batch Cascade Utilization Project for Decommissioned Wind Turbines Launched

Recently, the remanufacturing of 25 decommissioned wind turbines implemented by China Resources Recycling Group New Energy Technology Co., Ltd. officially kicked off, marking the implementation of China's first batch cascade utilization project for decommissioned wind turbines.

9. 2026 Global Industrial Internet Conference to Be Held in Shenyang in September

The 2026 Global Industrial Internet Conference will be held in Shenyang, Liaoning Province from September 8 to 10, with the theme of "Intelligent Transformation, Digital Upgrade, and AI Empowering Industry". The opening ceremony will be held on September 9, where multiple reports related to industrial internet and "AI + manufacturing" will be released on site.

10. Hangzhou Industrial Intelligent Innovation Ecological Base Launches Co-construction

On September 3, at the special session on integrated application of industrial internet and artificial intelligence under Zhejiang Province's "Ten Chains, Hundred Sessions, Ten Thousand Enterprises" initiative, the co-construction of the Hangzhou Industrial Intelligent Innovation Ecological Base was officially launched.

# Investment and Financing Highlights

1. Dense IPO Updates from Multiple Enterprises

Relian Group has submitted its second listing application to the Hong Kong Stock Exchange, with CICC acting as the sole sponsor. This is the company's second attempt after its first application submitted in February this year lapsed.

Workman has submitted its second listing application to the Hong Kong Stock Exchange, with Huatai International as the sole sponsor. The company holds a leading position in Indonesia's 3C accessory retail market with its own brands, but 90% of its revenue relies on this single market.

Yueshi Holdings (formerly known as Yueshi Digital Intelligence) has submitted its second listing application to the Hong Kong Stock Exchange, with Shenwan Hongyuan Hong Kong as the sole sponsor, aiming to become the "first digital and intelligent cold chain stock".

Standard Robotics has submitted its third listing application to the Hong Kong Stock Exchange, with CITIC Securities and Guotai Junan International acting as joint sponsors.

Starring Technology has passed the listing hearing of the Hong Kong Stock Exchange and plans to issue H shares.

Qian'an Technology completed its listing on the Beijing Stock Exchange on July 29, becoming the first cross-border e-commerce listed enterprise on the BSE centered on independent brands.

2. Zhenkunhang Receives "Buy" Rating from Huatai Securities

Huatai Securities released its first coverage report on Zhenkunhang, giving it a "Buy" rating with a target price of $4.30. It expects the company's adjusted net profit for 2026–2028 to be RMB 150 million, RMB 310 million, and RMB 490 million respectively.

3. Linkcool Completes RMB 150 Million Series A Financing

Linkcool, a global cold chain AI data platform, has completed a RMB 150 million Series A financing round. The funds will be mainly invested in the research and development of its large AI model ColdSeeker, dedicated to solving core pain points in the cold chain industry such as high vacancy rates and low efficiency.

# Macroeconomic Policies

1. Three-Year Action Plan for Quality Improvement and Optimization of National Quality Inspection Centers Issued

The State Administration for Market Regulation recently issued the Three-Year Action Plan for Quality Improvement and Optimization of National Quality Inspection Centers (2026–2028), clarifying 11 expected outcomes, and accelerating the transformation of inspection and testing from "post-event gatekeeping" to "full-process empowerment".

2. Construction of "Six Networks" Becomes a Major Deployment for the Start of the 15th Five-Year Plan

People's Daily reported that the planning and construction of the "Six Networks" is a major deployment for the first year of the 15th Five-Year Plan period. It can not only stabilize investment and expand domestic demand, but also serve as a powerful measure to boost growth momentum, improve efficiency, benefit people's livelihood, and ensure security.

# Quotes of the Week

1. "What we are facing today is not a cyclical problem, but a structural problem."

— Wang Qiang, Vice President of 1688, speaking on the difficulties facing China's manufacturing industry at the 7th Super Factory Competition

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2. "Global B2B procurement has already embarked on AI transformation. It is expected that AI-driven procurement will account for 40% of the total procurement entry this year, and will become mainstream within two to three years."

— Ebrun notes that AI procurement is rapidly restructuring procurement portals

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3. "Cross-border business has shifted from an optional option to a must-have. Currently, domestic trade growth is slowing, while foreign trade maintains a CAGR of 30%-40%. The share of cross-border transactions will reach 50% within one to two years."

— The underlying logic of Chinese manufacturing is being reshaped by three factors: AI, cross-border operations, and supply chains

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4. "The release of data factor value has entered a fast track, AI agents are activating enterprise data assets, and data factors have become a competitive moat for enterprises."

— Ebrun Research proposed this in the 2026 Enterprise Data Factor Competitiveness Report

# Weekly Commentary

A notable feature of the industrial internet sector this week is that multiple enterprises including Relian Group, Workman, Yueshi Holdings, and Standard Robotics have intensively submitted their second or even third listing applications to the Hong Kong Stock Exchange, reflecting the dual pressure of capital exit demands and the urgency of the industry's financing window — IPO is no longer the finish line, but the starting point for a new round of capability verification. AI and data factors were the core themes running through this week. Ebrun Research released China's first report on enterprise data factor competitiveness, and the penetration rate of AI procurement is expected to reach 40% this year — data assets are moving from a concept to becoming core competitive barriers for enterprises. Cross-border expansion is also impossible to ignore. The 30%-40% CAGR of foreign trade stands in sharp contrast to the slowing growth of domestic trade, and cross-border business has become the largest incremental blue ocean for Chinese manufacturing.

This article was first published on the official website of Ebrun.