Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

本报记者 吴文婧 随着人工智能和机器人技术的加速发展，具身智能从"造出来"迈入"用起来"的黄金时代。2025年，具身 智能亿元级商业订单密集落地，生态建设成为核心焦点，众多新玩家积极入局，推动整个产业生态不断 丰富完善。 德马科技集团股份有限公司（以下简称"德马科技"）正是这场智能革命中不可忽视的新锐力量。今年以 来，德马科技在具身智能赛道频频落子，为具身智能产业发展注入了新动能。 近日，德马科技董事长卓序在接受《证券日报》记者专访时，深度解析了其战略布局与产业思考。 战略延伸 赋能产业智能化 具身智能产业发展并非一蹴而就。目前，真实场景的具身作业数据仍较为稀缺，具身智能人形机器人批 量"进厂打工"也因此受到限制，这直接影响了整个人形机器人产业链的放量和成本优化。因此，真实场 景中产生的海量多模态数据成为产业进化的核心资产。 为了让机器人获取足够"养料"，德马科技建立了全球业内首家具身智能人形机器人训练和数据采集工 厂。该公司以"数据驱动"重构机器人智能定义，1∶1还原真实物流场景，通过持续训练采集人形机器人 具身作业数据，快速进化人形机器人的大脑，使机器人从"机械执行"迈向"智能决策"。 开启发展新征程 近 ...

战略延伸 开启发展新征程 近年来，具身智能机器人已成为科技竞争的焦点和未来发展的黄金赛道。以人形机器人为例，据GGII 预测，2024年全球人形机器人市场规模约为10.17亿美元，到2030年全球人形机器人市场规模将达到150 亿美元，2024年至2030年年复合增长率将超过56%。 敏锐捕捉到这一发展机遇，德马科技从深耕多年的智能物流核心部件与系统领域出发，加速向具身智能 赛道延伸，致力于为全球客户提供以机器人为核心的无人化智能物流解决方案。 卓序表示，作为智能物流领域的领军企业，德马科技早已积累了深厚的硬件基因与精密制造经验，在精 密丝杠、高性能关节模组、专用传感器及智能驱动控制器等具身智能核心零部件上，已形成扎实的自主 研发与制造能力。 随着人工智能和机器人技术的加速发展，具身智能从"造出来"迈入"用起来"的黄金时代。2025年，具身 智能亿元级商业订单密集落地，生态建设成为核心焦点，众多新玩家积极入局，推动整个产业生态不断 丰富完善。 德马科技集团股份有限公司(以下简称"德马科技")正是这场智能革命中不可忽视的新锐力量。今年以 来，德马科技在具身智能赛道频频落子，为具身智能产业发展注入了新动能。 近日 ...

Core Viewpoint - The collaboration between Shopee and Dematech aims to innovate and implement smart logistics solutions to enhance sorting efficiency in response to the growing order volume and user experience demands in the fast-developing logistics sector [2][4]. Group 1: Collaboration and Partnership - Shopee and Dematech have established a deep partnership to address logistics pain points, with Dematech providing customized sorting solutions that ensure efficient and stable operations during peak order periods [2][4]. - The signing of an annual framework cooperation agreement marks a significant milestone in their relationship, highlighting mutual trust and Dematech's enhanced role in supporting Shopee's cross-regional logistics development [4][6]. Group 2: Technology and Solutions - Dematech's intelligent sorting system has been implemented in Shopee's sorting centers in Singapore and Brazil, achieving scalable applications across various business scenarios [4][6]. - The intelligent sorting system and digital management platform developed by Dematech offer flexible and efficient solutions, ensuring quick and accurate sorting processes, especially during peak order times [6][8]. Group 3: Future Outlook - Dematech plans to continue supporting Shopee's logistics network with innovative technologies and professional services, positioning smart sorting equipment and automation solutions as core elements for improving efficiency and ensuring fulfillment [8].

德马科技中标Shopee框架合约，共筑智能快递分拣网络。在快递物流快速发展的时代，订单量的增长和 用户体验的提升对分拣效率提出了更高要求。Shopee 是东南亚及巴西领先的电商平台，业务覆盖新加 坡、越南、菲律宾、印尼、泰国、马来西亚等多个东南亚市场，并在巴西等巴西市场持续快速扩张。为 了满足业务持续增长的需求，Shopee 与德马科技展开深入合作，共同推动智能物流的创新和落地。德 马科技的智能分拣系统已先后在 Shopee 的新加坡、巴西和印度尼西亚等分拣中心投入使用，并在多种 业务场景中实现规模化应用。（德马科技集团） ...

Core Points - The Shanghai Composite Index closed at 3875.79 points, slightly down by 0.06%, with a total trading volume of 1561.665 billion yuan [1] - A total of 56 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is above the half-year line, indicating a stable market performance [1] - The total trading volume for A-shares today reached 1561.665 billion yuan [1] Notable Stocks - Stocks with the highest deviation rates from the half-year line include: - Huawu Co., Ltd. (300095) with a deviation rate of 12.77% and a price increase of 19.96% [1] - Hengerd (300946) with a deviation rate of 11.14% and a price increase of 20.01% [1] - Yingqu Technology (002925) with a deviation rate of 8.13% and a price increase of 10.02% [1] - Other stocks that have just crossed the half-year line include Ruifeng Bank, Baosheng Co., and Guosheng Zhike, which have smaller deviation rates [1] Detailed Stock Data - A detailed table lists various stocks, their trading performance, turnover rates, half-year line prices, latest prices, and deviation rates, highlighting the performance of each stock [1][2]

| 板块成分股涨跌幅 | | 更多 | | --- | --- | --- | | 名称 | 最新价 | 涨跌幅 | | 三协电机 | 69.98 | 20. 88% | | 华伍股份 | 11. 24 | 19. 96% | | 德马科技 | 22.69 | 13. 45% | | 江苏雷利 | 51. 40 | 11. 64% | | 骏亚科技 | 15. 14 | 10. 03% | | 巨轮智能 | 7.80 | 10. 01% | | 龙溪股份 | 27.38 | 10. 00% | | 睿能科技 | 28. 71 | 10. 00% | 12月2日，众擎机器人宣布，全尺寸极致高效能通用人形机器人众擎T800正式发布，产品发售进程也随 即正式启动。同一天，阿童木机器人正式发布迭代版全栈自研人形机器人"天兵一号ATOM01"。 华伍股份主要从事工业制动器及控制系统的研发、制造和销售，为行业内头部企业，公司长期坚持自主 创新与产业升级，产品广泛应用于港口机械、风力发电、轨道交通、矿山设备、冶金、海洋工程等领 域。 近年来，该公司高度关注人形机器人等新兴领域的技术发展趋势。此前，该公司表示，已立项开发适配 ...

Core Viewpoint - The establishment of "Shanghai Demar Embodied Intelligent Robot Co., Ltd." marks a significant strategic move by Demar Technology Group into the frontier technology sector, aiming to leverage its logistics manufacturing automation expertise to expand into the embodied intelligence market, targeting a trillion-dollar industry [2]. Group 1: Core Components - The company will focus on the independent research and manufacturing of core components such as lead screws, high-performance joint modules, specialized sensors, and intelligent drive controllers, which are essential for the evolution of intelligent systems [3]. - Innovations in motion control, dexterous end effectors, and multi-modal perception will provide a high-performance, low-latency "reflex arc" for precise execution of complex tasks [3]. Group 2: Embodied Body - Demar aims to provide "scene-based intelligent bodies" optimized for mechanical structure, motion models, and control architectures, tailored to specific verticals like intelligent logistics, industrial inspection, and smart manufacturing [4]. - The focus is on maximizing the value of intelligence by deeply adapting to the specific needs of various scenarios [4]. Group 3: Scene Implementation - The global and large-scale deployment of logistics and manufacturing systems by Demar offers a rare high-tolerance verification environment for intelligent systems [5]. - Intelligent systems will continuously validate, optimize, and grow through real operational processes, complex environments, and human-machine interactions, transitioning from "lab excellence" to "industrial-grade reliability" [5]. Group 4: Data Collection - The vast multi-modal data generated in real scenarios is a core asset for the company, which has been committed to building data collection factories since the early stages of data collection development [7]. - Efficient data pipelines and continuous operational data collection will feed back into algorithm models and simulation systems, creating a virtuous cycle that helps intelligent systems evolve from "tools" to "autonomous partners" [7]. - The "core components, embodied body, scene implementation, and data collection" cyclical ecosystem differentiates Demar from pure hardware or algorithm companies, forming an integrated paradigm of "perception-decision-execution-evolution" that enhances value and commercial benefits [7].

（文章来源：证券日报） 证券日报网讯 11月17日晚间，德马科技发布公告称，公司董事会选举董事长卓序先生为代表公司执行 公司事务的董事，并担任公司法定代表人。 ...

证券日报网讯 11月17日晚间，德马科技发布公告称，公司于2025年11月17日召开2025年第一次职工代 表大会并做出决议，同意选举江艺芬女士为公司第四届董事会职工代表董事。 （文章来源：证券日报） ...