Core Insights - The article highlights the rapid development of embodied intelligence and robotics, marking a transition from creation to application, with a focus on commercial orders and ecosystem development by 2025 [1] - Demar Technology Group is identified as a key player in this intelligent revolution, actively contributing to the growth of the embodied intelligence industry [1] Industry Overview - The humanoid robot market is projected to reach approximately $1.017 billion in 2024 and $15 billion by 2030, with a compound annual growth rate (CAGR) exceeding 56% from 2024 to 2030 [2] - The demand for flexible logistics solutions is increasing, presenting challenges for traditional robots, which drives the need for innovation in the logistics sector [3] Company Strategy - Demar Technology is expanding its focus from core components and systems in intelligent logistics to providing unmanned intelligent logistics solutions centered around robotics [2] - The company has established strategic partnerships with leading firms in the industry to enhance its supply chain and has made strategic investments in robotics companies [2] Data and Technology Development - Demar Technology has created the first global training and data collection factory for humanoid robots, emphasizing the importance of real-world data for the evolution of the industry [4] - The company is collaborating with local governments and top robotics firms to build a large-scale data collection and training center, which aims to support the development of intelligent robots [4] Future Outlook - Demar Technology is transitioning from a tool supplier to an ecosystem enabler and platform builder, with plans to invest in a new company focused on embodied intelligence [5] - The company aims to create a self-sustaining ecosystem that integrates core components, embodied entities, scene implementation, and data collection, fostering continuous optimization and value creation [5]

Core Insights - The rapid development of artificial intelligence and robotics is ushering in a golden era for embodied intelligence, with significant commercial orders expected by 2025, making ecosystem development a central focus [1] - Demar Technology Group is emerging as a key player in this intelligent revolution, actively investing in the embodied intelligence sector to drive industry growth [1] Strategic Extension - The humanoid robot market is projected to reach approximately $1.017 billion in 2024 and $15 billion by 2030, with a compound annual growth rate exceeding 56% from 2024 to 2030 [2] - Demar Technology is leveraging its expertise in intelligent logistics to provide unmanned logistics solutions centered around robotics, enhancing its strategic positioning in the embodied intelligence arena [2] - The company has established strategic partnerships with leading firms to strengthen its supply chain and has made strategic investments in robotics companies [2] Data Foundation - The scarcity of real-world operational data is a significant barrier to the mass adoption of humanoid robots, impacting the entire industry chain [4] - Demar Technology has established the world's first training and data collection factory for humanoid robots, focusing on data-driven approaches to enhance robot intelligence [4] - The company is collaborating with local governments and leading robotics firms to create a large-scale data collection and training center, aiming to build a core database for training intelligent systems [4] Ecosystem Development - Demar Technology is transitioning from a "tool supplier" to an "ecosystem enabler" and "platform builder," with a recent investment of 100 million yuan to establish a dedicated company for embodied intelligence [5] - The new company aims to create a self-sustaining ecosystem that integrates core components, embodied entities, scene implementation, and data collection, breaking traditional linear models in the robotics industry [5] - The company envisions a comprehensive ecosystem that allows robots to continuously learn and evolve, contributing to the intelligent upgrade of global industries [5]

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].

Core Insights - DeMa Technology has won a framework contract with Shopee to build an intelligent express sorting network, addressing the increasing demands for sorting efficiency due to the rapid growth in logistics and order volume [1] Company Summary - DeMa Technology is collaborating with Shopee, a leading e-commerce platform in Southeast Asia and Brazil, to innovate and implement smart logistics solutions [1] - The intelligent sorting system developed by DeMa Technology has been deployed in Shopee's sorting centers in Singapore, Brazil, and Indonesia, demonstrating scalable applications across various business scenarios [1] Industry Summary - The logistics industry is experiencing rapid development, with a growing emphasis on enhancing sorting efficiency to improve user experience [1] - Shopee is expanding its operations in multiple Southeast Asian markets, including Singapore, Vietnam, the Philippines, Indonesia, Thailand, and Malaysia, as well as continuing its rapid growth in Brazil [1]

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]

Core Viewpoint - The humanoid robot sector is experiencing strong performance, with several companies seeing significant stock price increases, indicating a growing interest and investment in this emerging technology [1][2]. Group 1: Stock Performance - Companies such as Huawu Co., Ltd. (华伍股份), Junya Technology (骏亚科技), and others have reached their daily price limits, showcasing robust market activity in the humanoid robot sector [1]. - Notable stock price increases include: - Sanxie Electric (三协电机) up by 20.88% - Huawu Co., Ltd. up by 19.96% - Dema Technology (德马科技) up by 13.45% - Jiangsu Leili (江苏雷利) up by 11.64% [2]. Group 2: Company Developments - Huawu Co., Ltd. focuses on the research, development, manufacturing, and sales of industrial brakes and control systems, positioning itself as a leading player in the industry [3]. - The company is actively developing ultra-thin electromagnetic brakes suitable for humanoid robots, moving from design to prototype testing, which supports its market entry strategy [3]. - The commercialization of humanoid robots is accelerating, with significant announcements from companies like Tesla and others regarding their advancements and production plans for humanoid robots [3].

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].

Group 1 - The core point of the article is that DeMa Technology announced the election of Mr. Zhuo Xu as the chairman of the board and the legal representative of the company [2]

Core Viewpoint - Demar Technology announced the decision to hold its first employee representative meeting on November 17, 2025, where Ms. Jiang Yifen will be elected as the employee representative director of the fourth board of directors [2] Group 1 - The company will convene the employee representative meeting on November 17, 2025 [2] - Ms. Jiang Yifen has been nominated for the position of employee representative director [2]

证券代码：688360 证券简称：德马科技 公告编号：2025-043 德马科技集团股份有限公司 关于选举代表公司执行公司事务的董事、 确认董事会审计委员会成员及召集人的公告 鉴于公司治理结构调整，公司董事会审计委员会职权范围变化，公司对第四 届董事会审计委员会成员和召集人进行确认。公司第四届董事会审计委员会成员 仍由张军先生、赵黎明先生、于天文先生组成，其中张军先生为审计委员会召集 人且为会计专业人士，任期自本次董事会审议通过之日起至第四届董事会任期届 满之日止。 特此公告。 德马科技集团股份有限公司董事会 2025 年 11 月 18 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 德马科技集团股份有限公司（以下简称"公司"）于2025年11月17日召开第 四届董事会第二十七次会议。审议通过了《关于选举代表公司执行公司事务的董 事的议案》《关于确认审计委员会成员及召集人的议案》，会议选举代表公司执 行公司事务的董事及确认董事会审计委员会成员和召集人。具体情况如下： 一、选举代表公司执行公司事务的董事 根据《中华人民 ...