1、 全球首个"力位混合控制算法的统一理论"突破 近日，北京通用人工智能研究院具身智能机器人团队在机器人算法领域取得重大突破，提出全球首个"力 位混合控制算法的统一理论"。该算法无需依赖力传感器，就能让机器人同时学习位置与力的控制，相关 任务成功率较只使用位置控制的策略提高了约39.5%。更值得关注的是，其相关论文目前已斩获国际机器 人学习大会杰出论文奖，这也是该奖项设立以来，首次由全中国籍学者团队摘得。依托这一创新算法，机 器人的能力边界正在持续拓宽。它不仅能精准完成轨迹执行、施力等基础操作，更能在感受到外力时，及 时对这一外力做出相应的反应。而这一特性，也恰好提升了人机交互过程中的人员安全性。 2、 深慧视发布具身智能复合机器人 深慧视(深圳)科技有限公司正式推出SERobot系列具身智能复合机器人，该系列致力于推动具身智能机器 人泛化普适应用场景。此成果是基于深慧视的3D机器视觉与工业机器人长期积累基础上实现的向具身智能 的跨越式创新。作为一款具身智能复合机器人，SERobot深度融合了高精度移动底盘、智能视觉系统与灵 巧机械臂，并基于世界模型(WM)构建起"感知-决策-执行"的一体化作业闭环，解决在复 ...

企查查APP显示，近日，江苏鼎汇具身智能机器人创新中心有限公司成立，注册资本6000万元，经营范 围包含：人工智能行业应用系统集成服务；人工智能硬件销售；智能机器人销售；智能机器人的研发 等。企查查股权穿透显示，该公司由埃斯顿、亨通光电全资子公司江苏亨通线缆科技有限公司、安培 龙、绿的谐波、泉峰汽车等共同持股。 ...

内容概况：我国架空输电线路经过近40年的高速建设，已经形成了电压等级至1000kV以上庞大的交直 流输电网络。作为电力传输系统中不可或缺的组成部分，架空导线承担着将发电端电能高效输送至各用 电终端的核心职能，是保障社会正常运行和人民生活稳定的关键基础设施。近年来，伴随经济持续增长 与工业化、城镇化进程加速，工业生产和居民用电需求快速攀升，远距离、大容量电能输送成为刚性需 求，为架空导线行业奠定了坚实的发展基础。与此同时，国家积极推动能源结构转型与电网系统升级， 特高压骨干网架建设、新能源规模化并网消纳以及城乡配电网改造等重大工程的持续推进，进一步直接 拉动了对高导电、高强度、耐腐蚀等各类架空导线的市场需求。数据显示，2021-2024年中国架空导线 行业市场规模从521.67亿元增长至642亿元，年复合增长率为7.16%。未来，随着新型电力系统建设的加 速推进，以及"西电东送"等跨区域输电战略的深化，电网覆盖范围与传输容量将持续扩大，对高性能、 高可靠性导线的需求将更加旺盛，预计2025年中国架空导线行业市场规模将达到683.8亿元。 相关上市企业：华通线缆（605196）、新亚电缆（001382）、金杯电工 ...

F5G概念板块领涨，上涨3.52%，其中中际旭创上涨6.21%，仕佳光子上涨2.92%，剑桥科技上涨2.7%， 天地科技、星网锐捷、亨通光电涨超2%。（AI生成） ...

每日经济新闻 每经AI快讯，F5G概念板块领涨，上涨3.52%，其中中际旭创上涨6.21%，仕佳光子上涨2.92%，剑桥科 技上涨2.7%，天地科技、星网锐捷、亨通光电涨超2%。 ...

Core Viewpoint - The report highlights the growth trajectory of China's optoelectronic device industry, projecting significant increases in production volume and market potential from 2025 to 2031 [1] Industry Summary - According to the National Bureau of Statistics, the production volume of optoelectronic devices in China is expected to reach 176.7 billion units (pieces, sets) by August 2025, representing a year-on-year growth of 18.8% [1] - From January to August 2025, the cumulative production of optoelectronic devices in China is projected to be 1,296.63 billion units (pieces, sets), with a cumulative growth of 8.1% [1] - The report is based on a comprehensive market survey and future trend forecast conducted by Zhiyan Consulting, a leading industry research institution in China [1]

Core Viewpoint - Hengtong Optic-Electric has shown a significant stock price increase of 22.48% year-to-date, despite a recent decline of 6.05% over the last five trading days [2]. Company Overview - Hengtong Optic-Electric, established on June 5, 1993, and listed on August 22, 2003, is located in Suzhou, Jiangsu Province. The company specializes in high-end technology, product research and development, and system integration services in the communication network and energy interconnection sectors, particularly in global submarine cable communication network construction [2]. - The company's revenue composition includes: Smart Grid 36.98%, Copper Conductor 25.02%, Industrial and New Energy Intelligence 11.28%, Optical Communication 10.94%, Marine Energy and Communication 9.57%, Other 5.33%, and Other (Supplementary) 0.88% [2]. Financial Performance - For the first half of 2025, Hengtong Optic-Electric achieved a revenue of 32.049 billion yuan, representing a year-on-year growth of 20.42%. The net profit attributable to shareholders was 1.613 billion yuan, with a slight increase of 0.24% [2]. - The company has distributed a total of 2.614 billion yuan in dividends since its A-share listing, with 1.121 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hengtong Optic-Electric was 161,700, a decrease of 11.80% from the previous period. The average circulating shares per person increased by 13.38% to 15,118 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 64.5046 million shares, an increase of 10.1831 million shares from the previous period. Other significant shareholders include Southern CSI 500 ETF and GF High-end Manufacturing Stock A, with respective increases in holdings [3].

Investment Rating - Maintain "Buy" rating for the industry [6] Core Insights - The power equipment industry is transitioning from "ultra-low price competition" to "structural correction," with significant price increases expected due to changes in export tax policies and supply-side reforms [16][17] - The report highlights three key areas of focus: supply-side reform leading to price increases, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite solar cells [17] Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - The photovoltaic industry is experiencing a critical shift, with expected global component price increases of approximately 9% starting Q4 2025 due to the cancellation of VAT rebates on solar cell exports [16][17] - Domestic component prices have entered an upward trend since July 2025, with N-type component average prices rising by about 3.6% from July to September 2025 [16][17] 1.2 Wind Power & Grid - A new VAT policy for offshore wind power will be implemented from November 2025, allowing a 50% VAT rebate on self-produced electricity, which is expected to accelerate offshore wind development [18][19] - The first project under Jiangsu's 14th Five-Year Plan for offshore wind has been approved, indicating a boost in offshore wind capacity [18][19] 1.3 Hydrogen & Energy Storage - Sinopec's first green hydrogen ammonia synthesis project has been initiated, with a planned hydrogen production capacity of 20,000 tons/year and ammonia production of at least 100,000 tons/year [23] - Energy storage project bidding prices for October 2025 range from 0.4118 to 0.6 CNY/Wh, indicating a competitive market [24][30] 2. New Energy Vehicles - The National Development and Reform Commission has issued a plan to double the charging infrastructure by 2027, aiming to build 28 million charging facilities to support over 80 million new energy vehicles [35][36] - The plan includes enhancing urban rapid charging networks and expanding charging facilities in rural areas [35][36]

Core Viewpoint - The report highlights a slight decline in the production of optoelectronic devices in China for April 2025, with a year-on-year decrease of 0.6%, while the cumulative production from January to April 2025 shows a growth of 2.3% compared to the previous year [1]. Industry Overview - The production of optoelectronic devices in China is projected to reach 162.3 billion units (pieces, sets) by April 2025 [1]. - Cumulative production from January to April 2025 is reported at 596.7 billion units (pieces, sets) [1]. Companies Mentioned - Listed companies in the optoelectronic sector include ZTE Corporation (000063), FiberHome Technologies Group (600498), Hengtong Optic-Electric Co., Ltd. (600487), Yangtze Optical Fibre and Cable Joint Stock Limited Company (601869), Unisplendour Corporation Limited (000938), TeFang Information (000070), OptoTech (002281), NewEase (300502), Zhongji Xuchuang (300308), and Huagong Tech (000988) [1]. Research Report - The report titled "2025-2031 China Optoelectronic Device Industry Market Survey Research and Future Trend Forecast" is published by Zhiyan Consulting, a leading industry consulting firm in China [1]. - Zhiyan Consulting has been engaged in industry research for over a decade, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1].

Core Insights - The article highlights the transformation of Jiangsu Hengtong Fiber Optics Co., Ltd. into a "lighthouse factory" in the global optical communication industry, showcasing the impact of intelligent manufacturing on production efficiency and cost reduction [1][3]. Company Overview - Hengtong Fiber Optics has developed a smart manufacturing factory capable of producing fiber optic cables that can wrap around the Earth more than four times daily, utilizing advanced technology and a small workforce [1]. - The company has invested significantly in automation and smart manufacturing technologies over the past decade, leading to substantial improvements in production efficiency and cost management [3]. Technological Advancements - The factory employs 12 micro-cameras and advanced machine vision technology to monitor production quality, automatically adjusting parameters when defects are detected [2]. - Hengtong's smart manufacturing control center collects over 10,000 data points per second from nearly 400 devices, enabling real-time monitoring and optimization of production processes [2]. Industry Context - The "14th Five-Year Plan" period has seen a strong push for digital transformation in China's manufacturing sector, with the establishment of over 35,000 basic-level and 230 exemplary smart factories [3]. - The integration of artificial intelligence into manufacturing processes is a key focus, with plans for further development in the upcoming "15th Five-Year Plan" [4].