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首程控股打造机器人全链条综合体 加快科技成果转化
Zheng Quan Ri Bao Wang· 2026-02-12 07:11
Group 1 - The "Robot Technology Experience, Sales, Maintenance, and Service Complex" has officially opened in Taozhu New Manufacturing Bureau, marking a significant step in China's intelligent robot industry towards an integrated service system [1][2] - The complex focuses on six core application scenarios: home care, medical assistance, education, and industrial applications, providing a comprehensive service system covering the entire lifecycle of robot products [1][2] - Strategic cooperation agreements have been signed with key enterprises in the robot field, aiming to deepen collaboration in technology research, application scenario development, and market expansion [2][3] Group 2 - The complex addresses the long-standing lack of a physical, integrated, and sustainable operational platform in the domestic robot industry, which has been characterized by fragmented application scenarios and weak after-sales and maintenance systems [2][3] - By consolidating technology demonstration, scenario validation, commercial transactions, delivery operations, and ongoing services in one physical space, the complex facilitates the transition from "visible" robots to "usable" and "durable" solutions [3] - The establishment of this complex is part of the company's ongoing strategy to promote technological innovation and build an ecosystem encompassing research, application, and service in the robotics sector [3]
港股异动 | 极智嘉-W(02590)涨超4% 近日发布通用仓储人形机器人 公司估值有望向上重估
智通财经网· 2026-02-12 07:10
消息面上,极智嘉近日发布全球首款面向仓储场景的通用机器人Gino 1。据悉,Gino 1 不仅在可靠性和 效率表现上能满足客户要求,更具备卓越的成本效益,让客户更愿意进行商业化部署,从而加速产品实 现真正的商业化应用。目前,该产品现已具备成熟的量产能力,可快速投入规模化部署,为全流程无人 仓的广泛落地奠定了基础。 信达国际认为,考虑到集团在仓储履约行业已累积丰富的经验及客户关系,Gino 1有望在短期内投入应 用。该行表示,集团是具有清晰应用场景及丰富客户资源的具身智能企业,现价相当于7.4倍的2026年 市销率(P/S),倘Gino 1获客户认可,加上盈利能力逐步改善,估值有望获向上重估。 智通财经APP获悉,极智嘉-W(02590)涨超4%,截至发稿,涨4.53%,报27.7港元,成交额8886.2万港 元。 ...
极智嘉-W涨超4% 近日发布通用仓储人形机器人 公司估值有望向上重估
Zhi Tong Cai Jing· 2026-02-12 07:04
Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Geekplus Technology (极智嘉-W), which increased by 4.53% to HKD 27.7, with a trading volume of HKD 88.862 million [1] - Geekplus recently launched the Gino1, the world's first general-purpose robot designed for warehouse scenarios, which meets customer demands in reliability and efficiency while offering excellent cost-effectiveness, encouraging commercial deployment [1] - The Gino1 is now capable of mass production and rapid large-scale deployment, laying the foundation for the widespread implementation of fully automated warehouses [1] Group 2 - Cinda International believes that given the company's extensive experience and customer relationships in the warehousing fulfillment industry, Gino1 is expected to be applied in the short term [1] - The company is characterized as an embodiment of intelligent enterprises with clear application scenarios and rich customer resources, with the current price reflecting a price-to-sales ratio (P/S) of 7.4 times for 2026 [1] - If Gino1 gains customer acceptance and profitability gradually improves, the company's valuation is likely to be reassessed upwards [1]
微创机器人-B获机构看好,股价短期震荡
Jing Ji Guan Cha Wang· 2026-02-12 06:51
经济观察网近期多家机构发布报告关注微创机器人-B,看好其作为国产手术机器人领军企业的发展前 景。华安证券(600909)指出,公司核心产品图迈腔镜手术机器人系列竞争优势显著,截至2025年底全 球累计商业化订单超过160台,其中2025年新获订单近120台,并预计2025-2027年营业收入将快速提 升。摩根大通重申公司为医疗科技行业首选股,维持"增持"评级,透露图迈全球累计订单截至2026年1 月20日已突破180台,并上调了2026-2027年的装机量及营收预测。华安证券同期报告预计公司2026年有 望实现盈亏平衡,长期盈利能力将得到改善。 微创机器人-B股价近期呈现震荡走势。截至2026年2月12日,股价报26.08港元,当日下跌0.61%,近5日 累计上涨2.84%,但20日跌幅为4.82%。成交方面,2月10日成交额达2.11亿港元,单日涨幅3.72%,显示 短期活跃度有所提升;技术指标上,股价目前低于20日均线,MACD柱状图为负值,短期动能偏弱。 以上内容基于公开资料整理,不构成投资建议。 股票近期走势 ...
A股机器人概念股走强
Ge Long Hui· 2026-02-12 06:35
Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]
松延动力公布仿生机器人面部皮肤相关专利
Xin Lang Cai Jing· 2026-02-12 06:08
企查查APP显示,近日,北京松延动力科技集团股份有限公司申请公布"一种仿生机器人的面部皮肤及 其制作方法"专利。专利摘要显示,本发明涉及仿生机器人技术领域,尤其是涉及一种仿生机器人的面 部皮肤及其制作方法。本发明提供的仿生机器人的面部皮肤包括面皮和固定嵌件、活动嵌件和眉皮;固 定嵌件上和活动嵌件上均连接有布块,面皮内嵌设有固定嵌件和活动嵌件,且面皮内的固定嵌件、活动 嵌件和布块均与面皮一体成型,眉皮内嵌设有活动嵌件,且眉皮内的活动嵌件和布块均与眉皮一体成 型;眉皮的硬度大于面皮的硬度,眉皮连接于面皮的眉部,且位于面皮的内侧面;固定嵌件用于与仿生 机器人头部的头骨固定连接;活动嵌件用于与仿生机器人头部内的驱动装置连接,且活动嵌件用于带动 面皮对应活动嵌件的部位运动。连接方便且稳定。 ...
雷军回应开源首代机器人VLA大模型:小米很早开始布局机器人业务
Xin Lang Cai Jing· 2026-02-12 05:41
| 今天小米机器人团队正式开源了阶段性研究成果:Xiaomi-Robotics-0,兼具视觉 语言理解与高性能实时执行能力的具身智能VLA 模型。在主流的Libero、Calvin和 | 2 1小时间 来自 Xiaomi Pad /S Pro H编辑 | | | --- | --- | --- | | SimplerEnv 测试集,包括所有的Benchmark和30种模型对比中,均取得当前最 | | | | 优的成绩。内含多个演示视频。 | | | | 小米很早开始布局机器人业务,欢迎更多优秀同学加入机器人团队 ♥ 目小米开源首代机器人 VLA 大模型,刷新多项 SOTA! | | | | 状+) 长期未示 ( + 文章 | | | | Xiaomi-Robotics-0 | | | | 小米开源首代机器人 VLA 大模型,刷新多项 SOTA! | | | | [7 58 | FJ 181 | 6577 47 | 责任编辑:王翔 2月12 日,小米宣布开源首代机器人VLA大模型Xiaomi-Robotics-0。小米创办人雷军发文表示,今天小 米机器人团队正式开源了阶段性研究成果: Xiaomi-Roboti ...
雷军公布小米机器人最新进展:具身智能VLA模型发布并开源
Feng Huang Wang· 2026-02-12 05:18
Core Insights - Xiaomi's founder, chairman, and CEO Lei Jun announced the milestone research achievement of the Xiaomi Robotics team: the intelligent VLA model Xiaomi-Robotics-0, which has achieved optimal results in several mainstream testing sets and has been open-sourced [1] Group 1 - Xiaomi has been investing in the robotics business for a long time and is committed to promoting open-source technology and transparent results [1] - The newly released open-source VLA model Xiaomi-Robotics-0 features 4.7 billion parameters, combining visual language understanding with high-performance real-time execution capabilities, setting new state-of-the-art (SOTA) benchmarks [1] - The model has excelled in three major mainstream simulation tests and has demonstrated physical intelligence generalization in real-world tasks, exhibiting coherent actions and responsive reactions, while achieving real-time inference on consumer-grade graphics cards [1]
连续三天净流入近九亿!机器人ETF(562500)高位整理
Mei Ri Jing Ji Xin Wen· 2026-02-12 04:48
随着成分股调整落地,机器人ETF(562500)跟踪的中证机器人指数人形机器人含量提升至近 70%;此次调仓精准剔除近期走势疲软的个股,纳入表现尚可的优质标的,成功实现"去弱留强"。 每日经济新闻 (责任编辑:张晓波 ) 消息方面,中国电力科学研究院与北京人形机器人创新中心共建"电力具身智能联合实验室",打造 行业首个经真实场景验证、可快速复制推广的"全自主电力作业具身智能解决方案",实现技术闭环、验 证到复制的全流程贯通,标志电力运维迈入"全自主、更好用"新阶段,该方案已进驻多个网省公司开展 实训。 截至今日10点58分,机器人ETF(562500)高位整理,最新价报1.073元,较开盘价上涨0.562%。 持仓层面,该ETF跟踪的66只成分股中52只个股上涨,博杰股份、华东数控涨停强势领涨,瀚川智能、 瑞松科技涨幅居前;板块做多情绪浓厚,无明显下跌标的形成拖累。流动性方面,该ETF成交额达4.10 亿元,换手率1.58%,资金交投节奏平稳,场内资金坚定持有,成交活跃度维持适中水平。 银河证券指出,针对具身智能落地进展,研报推荐关注细分场景的应用突破。率先落地的场景集中 在工业物流、toB机构养老、特种环境 ...
高德将发布具身导航基座模型,让机器人能够实现跨场景送物、跟随等服务
Xin Lang Ke Ji· 2026-02-12 04:37
Core Viewpoint - Gaode is set to launch its self-developed embodied navigation base model, having built the largest embodied navigation data engine in the industry and achieved breakthroughs in long-range complex task processing capabilities [1] Group 1: Product Development - Gaode has established an embodied business unit, indicating a strategic focus on developing advanced navigation technologies [1] - The company is actively recruiting for various positions within the embodied business unit, including roles for embodied intelligence product experts and data/algorithm engineers [1] Group 2: Technological Advancements - Unlike many current robots that struggle with complex instructions, Gaode's embodied navigation base enables robots to perform tasks such as cross-scenario delivery and follow-up services in open physical environments [1] - The exploration of product forms such as robots and robotic dogs is part of the initiatives within the embodied business unit [1]