【深圳商报讯】(记者范宏韬)近日，戴盟机器人宣布完成新一轮亿元级战略融资，由中国移动 （600941）链长基金投资。本轮资金将用于企业在视触觉技术突破、新品研发量产、VTLA模型建设、 团队扩建及全球市场开拓方面的布局。 有业内人士分析，作为一家专注于触觉感知与灵巧操作的具身智能机器人头部企业，戴盟的技术护城河 在于其原创的单色光视触觉传感技术路线。 这是该公司自今年8月获招商局创投领投后，在3个月内完成的第二轮融资。截至目前，戴盟机器人已连 续完成4轮融资，累计金额达数亿元，刷新触觉传感领域天使轮融资纪录。 据悉，中国移动链长基金是由中国移动发起设立的产业链发展基金，投资策略深度契合国家战略导向与 中国移动发展规划。今年7月，中国移动联合戴盟机器人、宇树、智元、众擎等多家行业头部企业共同 发起"具身智能产业合作计划"，戴盟机器人作为中国移动核心生态伙伴之一，双方将深化战略协同，将 触觉数据价值最大化，赋予机器人更高级的智能，打造"技术+场景+生态"的具身智能落地标杆。 ...

Group 1 - The first Health Food and Prepared Dishes Industry Development Conference in Xinxian was successfully held, focusing on the high-quality development of the health food and prepared dishes industry [1] - The conference gathered representatives from government, enterprises, academia, and research to discuss new trends and opportunities in the industry [1] - Shandong Mobile Liaocheng Branch actively participated in the conference, showcasing its digital service capabilities aimed at promoting industrial collaboration and digital upgrades [1] Group 2 - The company emphasized "empowering industrial upgrades through digital intelligence and building cooperative bridges" during the conference [1] - Various on-site demonstrations and exchanges were conducted, including AI digital human live broadcasts and digital scenario presentations, showcasing solutions in smart production, supply chain management, and brand marketing [1] - The team engaged with attendees, providing detailed explanations of mobile digital services in the food industry and addressing technical questions and collaboration needs [1] Group 3 - The conference laid a solid foundation for deepening cooperation between Shandong Mobile Liaocheng Branch and the local prepared dishes and health food industry [1] - The company plans to continue leveraging its network, technology, and service advantages to assist in the digital and intelligent transformation of the food industry in Xinxian and Liaocheng [1] - The goal is to work with partners to promote high-quality regional economic development [1]

Core Insights - The 2025 World IoT 500 Summit was held in Beijing, revealing that China has the highest number of companies on the list, followed by the United States. Huawei retains the top position, with Microsoft, China Aerospace Science and Technology Corporation, China Aerospace Science and Industry Corporation, Schneider Electric, Bosch, China Telecom, Haier, China Mobile, and Roscosmos rounding out the top ten. Notably, companies like Origin Quantum, Starlink IoT, and DeepSeek made their debut on the list [1][3][10]. Summary by Category Overall Rankings - The 2025 World IoT 500 list includes Huawei at the top, followed by Microsoft, China Aerospace Science and Technology Corporation, China Aerospace Science and Industry Corporation, Schneider Electric, Bosch, China Telecom, Haier, China Mobile, and Roscosmos [3][5][11]. Digital Economy - The global digital economy surpassed $40 trillion this year, with an increase of nearly 8%. The GDP of the top 500 companies amounts to $25 trillion, making them a significant driver of global digital economic growth, with IoT-supported digital economy accounting for over half [2][11]. New Entrants - High-tech and AI companies such as Origin Quantum, Starlink IoT, and DeepSeek have entered the rankings for the first time, indicating a growing recognition of advanced technology firms in the IoT space [1][12].

当下具身智能领域正处在关键爆发期，而触觉感知让机器人真正具备理解环境、完成复杂交互任务的能 力。 戴盟机器人创始团队来自香港科技大学，凭借全球首创的单色光视触觉感知技术，实现高精度触觉感 知，持续提升机器人灵巧操作能力。公司通过独创的单色光视触觉感知技术，研发出全球首款多维高分 辨率高频率视触觉传感器DM-Tac，其每平方厘米覆盖4万个感知单元，密度远超人类手指感知能力，获 取形貌、纹理、软硬、滑移、压力等高分辨率多模态触觉信息的同时，以毫米级超薄设计通过500万次 按压测试的耐久性验证，具备结构精简、抗干扰性强、响应灵敏等显著优势。 继今年8月获招商局创投领投后，近日戴盟机器人宣布完成新一轮亿元级战略融资，由中国移动 （600941）链长基金投资。据介绍，本次融资将加速企业在前沿技术突破、新品研发及量产、VTLA模 型建设、团队扩建及全球市场开拓方面的布局，进一步巩固戴盟机器人在具身智能触觉感知及灵巧操作 领域的全球领先地位。 截至目前，戴盟机器人已连续完成四轮融资，累计金额达数亿元，持续刷新触觉传感领域天使轮融资纪 录，公司形成"国有资本+市场资本+产业资本"的多元支撑生态，为企业在技术研发、商业化落地及 ...

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [9]. Core Insights - The communication sector saw an increase of 8.71% in the 48th week of 2025, ranking first among major industries in the Yangtze River region. Year-to-date, the sector has risen by 64.42%, also ranking first [2][4]. - Google's introduction of the Nested Learning theory and HOPE architecture significantly enhances long-term memory and reasoning efficiency, addressing the memory bottlenecks of traditional Transformers in long sequences, which can greatly reduce training and inference costs [5][7]. - Anthropic's Claude Opus 4.5 has achieved state-of-the-art performance in software engineering, with aggressive pricing strategies that lower input and output costs by 67%, while also integrating deeply with existing office workflows [6][7]. Summary by Sections Market Performance - The communication sector's performance in the 48th week of 2025 was highlighted, with notable individual stock performances, including Guangku Technology (+39.2%), Tongyu Communication (+39.1%), and Taicheng Light (+22.3%) [4]. Technological Advancements - Google's Nested Learning paradigm optimizes memory processes by breaking down large models into nested sub-optimization problems, enhancing memory management and reducing inference costs [5]. - The HOPE architecture, based on this theory, separates high-frequency and low-frequency memory tasks, improving efficiency in long-sequence processing [5]. Product Launches - Anthropic's Claude Opus 4.5 supports a context window of approximately 200k and has outperformed competitors in software engineering tasks, with a significant reduction in usage costs for enterprises [6]. Investment Recommendations - The report recommends several companies across various segments, including: - Telecom Operators: China Mobile, China Telecom, China Unicom - Optical Modules: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication - AI Applications: Boshi Jie, Heertai, Tuobang Co., Yiyuan Communication - Satellite Applications: Huace Navigation, Haige Communication, Canqin Technology [7].

Market Overview - On December 2, the communication services sector rose by 0.3% compared to the previous trading day, with ST Xintong leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - ST Xintong (600289) closed at 7.04, up 5.07% with a trading volume of 15,800 lots and a transaction value of 11.12 million [1] - Other notable performers included: - Zhongfutong (300560) at 19.94, up 3.75% with a transaction value of 1.227 billion [1] - Shijihengtong (301428) at 35.79, up 2.90% with a transaction value of 263 million [1] - Guanghuanxinwang (300383) at 13.14, up 1.78% with a transaction value of 508 million [1] Capital Flow - The communication services sector experienced a net outflow of 697 million from institutional investors, while retail investors saw a net inflow of 667 million [2] - The table of capital flow indicates that: - Sanwei Communication (002115) had a net inflow of 58.26 million from institutional investors [3] - China Unicom (600050) had a net inflow of 52.54 million from institutional investors [3] - China Telecom (601728) had a net inflow of 48.78 million from institutional investors [3]

Core Viewpoint - Goldman Sachs' research report indicates that despite weak revenue growth in traditional telecommunications, Chinese telecom companies can leverage value-added services to drive consumption, with new business areas such as data centers, computing power, and AI solutions becoming major beneficiaries of AI development [1] Group 1: Financial Metrics - The report examines ten key indicators including capital expenditure, dividends, user numbers, cash conversion cycles, free cash flow margins, average revenue per user (ARPU), EBITDA margins, new business synergies, internet data center performance, and valuations [1] - It is expected that the capital expenditure budgets of China Mobile, China Unicom, and China Telecom are shifting towards investments in computing infrastructure to capitalize on the growing demand for AI in China [1] Group 2: Investment Outlook - Goldman Sachs maintains a "Buy" rating on China Mobile, China Unicom, and China Telecom, anticipating an increase in the contribution from new businesses and a steady rise in dividend payout ratios, which will continue to provide returns for investors [1]

具身智能核心零部件赛道的资本热度仍在持续攀升。12月2日，南都湾财社记者从戴盟（深圳）机器人 科技有限公司（以下简称"戴盟机器人"）获悉，公司近日已完成新一轮亿元级战略融资，投资方为中国 移动链长基金。 技术壁垒直接转化为市场优势。记者了解到，自2025年4月发布旗舰产品以来，戴盟机器人的视触觉传 感器出货量已位居同类产品全球第一，并成功打入智能制造、智慧物流及实验室自动化等高壁垒场景。 仅半年后的11月，公司便推出了新一代产品矩阵，进一步提升了产品的泛化适应能力。 放眼全球，具身智能行业正处于从"能动"向"能干活"进化的关键拐点。行业普遍共识是，没有高精度的 触觉感知，机器人就无法真正理解物理环境并完成精细任务。随着特斯拉Optimus等标杆产品的快速迭 代，能够赋予机器人"手感"的触觉传感器市场需求呈现井喷之势。戴盟机器人此轮融资的完成，不仅补 充了扩大产能所需的"弹药"，更通过引入运营商资源，为下一步构建基于触觉数据的VTLA大模型、抢 占具身智能数据高地奠定了基础。 值得注意的是，这是戴盟机器人继今年8月获得招商局创投领投后，在短短3个月内完成的第二笔亿元级 融资。截至目前，公司已累计完成四轮融资，投 ...

人民财讯12月2日电，据嘉环科技（603206）消息，近日，以"万物互联智能领航"为主题的2025中国 5G+工业互联网大会在湖北武汉召开。嘉环科技应邀参会，并于大会期间完成产业供需合作签约。嘉环 科技与中国移动（600941）通信集团有限公司上海研究院签署合作协议。公司表示，此次与中移上研院 签约，将促进双方在工业互联网领域精准对接AI应用场景需求，并推动双方AI技术的创新与落地。 ...

快科技12月2日消息，今天，中国信通院公布了2025年前10个月通信业经济运行情况。 数据显示，截至10月末，全国互联网宽带接入端口数量达12.43亿个，比上年末净增4089万个。 其中，移动联通电信三家基础电信企业的固定互联网宽带接入用户总数达6.97亿户，比上年末净增2701 万户。 100Mbps及以上接入速率的固定互联网宽带接入用户达6.63亿户，占总用户数的95.1%。 1000Mbps及以上接入速率的固定互联网宽带接入用户达2.38亿户，比上年末净增3113万户，创历史新 高。 千兆及以上用户规模持续扩大，占用户数的34.1%，占比较上年末提升3.3个百分点。 ...