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人形机器人加入“双11”大战 具身智能加速颠覆传统物流行业
Core Insights - The logistics industry is undergoing a transformation driven by AI and automation, particularly highlighted during the "Double 11" shopping festival, which poses significant challenges for logistics operations [1][2] - The collaboration between Shenzhou Holdings' subsidiary KJ and UQI aims to address the "last 10 meters" of logistics through the integration of humanoid robots and intelligent systems [1][2] Group 1: Industry Challenges - The logistics sector faces labor shortages and operational efficiency bottlenecks, especially during peak periods like "Double 11," where labor demand can increase by 6 to 12 times [2] - Some logistics hubs experience cargo congestion due to insufficient manpower, impacting delivery timelines [2] Group 2: Technological Innovations - The partnership will leverage a "cloud brain + edge brain" dual-core technology architecture, with KJ providing a "smart brain" through its proprietary logistics models and UQI contributing execution capabilities via its robotic systems [2][3] - The goal is to develop humanoid robots capable of performing complex tasks in logistics environments, requiring advanced visual recognition and coordination algorithms [3] Group 3: Collaborative Efforts - The collaboration aims to create a "logistics embodiment intelligence laboratory" to tackle key technologies such as multi-modal cargo recognition and autonomous learning processes [5] - The joint efforts will also focus on establishing open communication protocols for logistics intelligent systems, facilitating collaboration across different brands and types of equipment [5] Group 4: Strategic Importance - This strategic partnership marks a significant milestone in the logistics industry's shift towards intelligent and automated operations, aligning with national economic development plans [6] - The collaboration is expected to contribute to the development of industry standards and promote a technology-driven transformation in logistics, moving from labor-intensive to technology-intensive operations [6]
神州控股(00861) - 海外监管公告
2025-11-06 10:06
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 執行董事:郭為先生(主席兼首席執行官)及林楊先生(副主席) 非執行董事:叢珊女士及劉軍強先生 獨立非執行董事:劉允博士、金昌衛先生、郭嵩博士、陳惠康先生及李靜博士 海外監管公告 本公告是由Digital China Holdings Limited (神州數碼控股有限公司* )(「本公司」)根據 香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 以下附件是本公司依臺灣相關證券法律的規定於二零二五年十一月六日在臺灣證券交易 所股份有限公司網頁刊發的公告。 承董事會命 Digital China Holdings Limited (神州數碼控股有限公司*) 郭為 主席兼首席執行官 香港,二零二五年十一月六日 於本公告刊發時,董事會由九名董事組成,包括: * 僅供識別 附表三十九 網址: www.dcholdings.com 存託機構:第一商業銀行股份有限公司 申報日期:114.11.06 神州數 ...
神州控股(00861) - 截至2025年10月31日止之股份发行人的证券变动月报表
2025-11-06 08:53
致:香港交易及結算所有限公司 公司名稱: 神州數碼控股有限公司 呈交日期: 2025年11月6日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00861 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | 本月底法定/註冊 ...
广电运通:公司参股神州控股
Zheng Quan Ri Bao· 2025-11-05 13:37
Core Insights - The company Guangdian Yuntong announced on November 5 that it holds a stake in Shenzhou Holdings, making it the fourth largest shareholder of Shenzhou Holdings [2] Group 1 - Guangdian Yuntong's investment in Shenzhou Holdings indicates a strategic partnership that may enhance its market position [2] - Being the fourth largest shareholder suggests significant influence and potential for collaboration in future projects [2]
神州控股:神州信息前三季度营业收入86.73亿元 同比增长29.84%
Zhi Tong Cai Jing· 2025-10-31 07:19
Core Viewpoint - Shenzhou Holdings' subsidiary, Shenzhou Information, reported significant revenue growth for the first three quarters of 2025, indicating strong performance in the market [1] Financial Performance - For the first three quarters of 2025, Shenzhou Information achieved a revenue of RMB 8.673 billion, representing a year-on-year increase of 29.84% [1] - In the third quarter alone, Shenzhou Information generated revenue of RMB 4.250 billion, which is an increase of RMB 1.666 billion compared to the previous year [1]
神州控股:与优必选子公司签署战略合作协议,共筑物流具身智能新生态
Core Viewpoint - The strategic cooperation between Shenzhou Holdings' subsidiary KJ and UBTECH's subsidiary UQI aims to create an intelligent application ecosystem in the logistics sector, enhancing supply chain efficiency and establishing industry benchmarks [1][2][3] Group 1: Strategic Cooperation Details - KJ and UQI will focus on addressing pain points in the logistics sector, particularly in labor-intensive roles such as unloading, picking, verification, and line feeding, by co-creating unmanned operational scenarios [1][2] - The collaboration will leverage KJ's extensive logistics experience and UQI's advanced technology in embodied intelligence to develop a "cloud brain + edge brain" dual-core technology architecture [1][2] Group 2: Technological Contributions - UQI will contribute its "execution terminal" advantages through its self-developed robot operating system UPilot and core controller ACU, utilizing industrial mobile robots and humanoid robots for comprehensive logistics automation [2] - The partnership will establish a "logistics embodied intelligence laboratory" to tackle key technologies such as multi-modal cargo recognition and autonomous learning processes [2][3] Group 3: Ecosystem Development - The two companies will create an open protocol for logistics intelligent agent communication and scheduling to address coordination challenges among different brands and types of equipment [3] - They will jointly publish an industry white paper to outline technical standards and best practices for the "cloud brain + edge brain" architecture, contributing to national and industry standard formulation [3] Group 4: Industry Impact - This strategic partnership marks a significant milestone in the logistics industry's transition towards automation and intelligence, aligning with the "14th Five-Year Plan" policy guidance [3] - The collaboration aims to transform the logistics sector from labor-intensive to technology-intensive, providing a model for policy implementation and contributing to the digital transformation of global supply chains [3]
神州控股(00861):神州信息前三季度营业收入86.73亿元 同比增长29.84%
智通财经网· 2025-10-30 11:34
智通财经APP讯,神州控股(00861)附属神州信息发布公告,2025年前三季度,神州信息实现营业收入人 民币86.73亿元,同比增长29.84%,第三季度,神州信息实现营业收入人民币42.50亿元,同比增长人民 币16.66亿元。 ...
神州控股(00861.HK)与优必选旗下UQI优奇签署战略合作协议
Ge Long Hui A P P· 2025-10-30 10:37
Core Insights - The company is focusing on a supply chain-centric strategy, leveraging big data and AI technology to build a business empowerment system [1] - By 2025, the company has successfully established strategic partnerships with 12 core clients and ecosystem partners, reinforcing its supply chain ecosystem layout [1] - The company is enhancing its "Datax AI" strategy, treating high-quality data as a core production factor and using AI as a driving engine for technological integration and business innovation in the supply chain [1] Strategic Partnerships - The company’s subsidiary, Beijing KJ Logistics Co., Ltd. (KJ), signed a strategic cooperation agreement with Wuxi UQI Intelligent Technology Co., Ltd., a subsidiary of UBTECH, on October 29, 2025 [1][2] - The partnership aims to create a fully automated operation system by integrating KJ's logistics business scenarios and UQI's advanced intelligent hardware and software products in the unmanned logistics field [2] - The collaboration seeks to enhance supply chain operational efficiency, accuracy, and flexibility, establishing a new benchmark for "new quality productivity" in the industry [2]
神州控股(00861) - 有关神州数码信息服务集团股份有限公司截至二零二五年九月三十日止九个月未经...
2025-10-30 10:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不就因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 有關神州數碼信息服務集團股份有限公司 截至二零二五年九月三十日止九個月 未經審核綜合財務業績的公告 本公告乃 Digital China Holdings Limited(神州數碼控股有限公司* )(「本公司」)遵 照香港聯合交易所有限公司證券上市規則第13.09條及第13.10B條及香港法例第571章 《證券及期貨條例》第XIVA部內幕消息條文而作出。 本公司董事會(「董事會」)謹此通知,神州數碼信息服務集團股份有限公司(「神 州信息」或「公司」)及其附屬公司截至二零二五年九月三十日止九個月未經審核綜 合財務業績(「業績」),已於二零二五年十月三十日發佈。神州信息是本公司持有 39.92%的非全資擁有附屬公司,其股份在深圳證券交易所上市。 現將業績摘要連同神州信息及其附屬公司的上年度同期比較數據列載如下: 1 神州數碼信息服務集團股份有限公司 未經審核綜合財務業績的摘要 截至二零二五年九月三十日止九個 ...
神州控股(00861):科捷与UQI优奇签订战略合作协议 拟共同打造全流程无人化作业体系
智通财经网· 2025-10-30 10:08
Core Insights - Shenzhou Holdings is focusing on a supply chain-centric strategy, leveraging big data and AI technologies to build a business empowerment system and implementing a "customer + ecosystem" dual-driven strategy [1][2] - The company has successfully established strategic partnerships with 12 core clients and ecosystem partners by 2025, reinforcing its supply chain ecosystem layout [1] - The subsidiary, Beijing KJ Logistics Co., Ltd. (KJ), signed a strategic cooperation agreement with UQI, a subsidiary of UBTECH, to enhance logistics automation through AI and robotics [1][2] Strategic Focus - The company is elevating its "Data x AI" strategy, treating high-quality data as a core production factor and using AI as a driving engine for technological integration and business innovation in the supply chain [1][2] - The collaboration with UQI aims to create a fully automated operational system by integrating data, algorithms, computing power, and robotic hardware, significantly improving supply chain efficiency, accuracy, and flexibility [2] Areas of Collaboration - The partnership will focus on co-developing unmanned logistics operation scenarios and commercial applications in warehousing logistics [2] - It will leverage logistics vertical models and embodied intelligence for smart distribution and edge computing [2] - The companies will establish a logistics intelligent laboratory for joint technology research and explore unmanned warehouse applications overseas [2] - They will also create standards for protocol interoperability in logistics intelligent systems, fostering an open developer platform and building an ecosystem for embodied intelligent applications in logistics [2] Future Outlook - The company plans to further integrate advantageous resources and deepen the implementation of its "Data x AI" strategy, enhancing smart supply chain service capabilities and accelerating AI technology penetration across supply chain segments [2]