山东一家商场前的机器人表演。（受访者供图） 不止忙碌在文旅、消费一线，在山东，更多机器人在新春之际走下生产线，走进工业生产领域。 在山东能源集团兖矿济三煤矿井下，一台全自主喷浆机器人正挥舞着机械臂将混凝土精准喷射到巷道壁 上，工人只需手持控制面板通过远程管控平台即可完成操作。 济三煤矿工作人员杨以明说，借助机器人实现无人化喷浆作业，将工人从前端艰苦的工作环境中解放出 来，转为幕后远距离监工。这一机器人投入使用后，作业效率提升40%以上。 在山东淄博的一家大型商场，近日迎来了几名特别的"舞蹈演员"，它们动作丝滑而有力，时不时还会来 个跳跃旋转，逗得围观顾客大笑。 这几台机器人由山东智行智能具身有限公司生产。公司运营推广负责人刘浩说，他们的设备主要应用于 文旅商演、展厅讲解等场景，目前已在当地个别商场、展会上"崭露头角"。 公司技术负责人刘工说，研发人员正按照市场需求，思考如何优化人形机器人的结构设计、提升机器人 的自主性、升级运动控制算法。对机器人来说，每提升一小步，都意味着背后的算法进行了新一轮迭 代。 山东优宝特智能机器人有限公司董事长范永说，公司的四足、人形机器人等产品将陆续应用到工业生 产、应急救援、巡 ...

Group 1 - Hongfuhuan Technology Co., Ltd. signed a tripartite cooperation framework agreement with Guangdong Quanjing Intelligent Technology Co., Ltd. and Jiangxi Xiexun Intelligent Equipment Co., Ltd. to enhance collaboration in AI servers and robotics [1] - The sales contract with Guangdong Quanjing amounts to RMB 480 million, accounting for approximately 59.68% of the company's audited main business revenue for 2024 [1] - The collaboration aims to explore commercial opportunities in AI server hardware supply, software adaptation, system integration, and customized development [2] Group 2 - Guangdong Quanjing focuses on the research and manufacturing of fork robots and possesses core technologies in key components, navigation, and intelligent logistics scheduling [2] - Jiangxi Xiexun, a wholly-owned subsidiary of Luxshare Precision, engages in ODM/JDM/OEM business for robotic products and smart warehousing solutions [2] - The signing of the contract is seen as a significant milestone for Hongfuhuan's transition from traditional consumer electronics to the AI hardware supply chain, expected to enhance the company's operating performance [2]

今日，机器人板块低开后早盘持续走弱，午后小幅回暖，截至收盘，中证智能电动汽车指数上涨0.9%，国证机器人产业指数下跌0.3%，中证物联网主题指 数下跌1.7%，中证消费电子主题指数下跌2.1%，资金逆势加码，机器人ETF易方达（159530）全天净申购达1.1亿份。 中信建投证券指出，展望2026年，全球流动性宽松格局进一步深化，国内金融市场政策红利持续增厚，个人投资者入市的动力正在增强，A股市场增量资金 有望覆盖更大基础。整体来看，支持牛市的核心逻辑预计仍将延续甚至强化。综合商业化场景分析，预计具身智能远期市场规模超过万亿，人形机器人板块 关注核心从主题投资到量产预期。 �日 该指数涨跌 -2.1% 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 �日 该指数涨跌 0.9% 消费电子ETF易方达 德 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 ...

Core Viewpoint - The company, Pengling Co., Ltd. (300375), has outlined its future development direction in accordance with the "Three-Year Development Strategic Plan Outline (2026-2028)" and plans to invest in Wuhan Liyan Control Technology Co., Ltd. which possesses relevant technology and production capabilities for inductive encoders [1] Group 1 - The company will invest in Wuhan Liyan Control Technology Co., Ltd., which specializes in inductive encoding technology [1] - Inductive encoders are categorized as specialized sensors primarily used in high-precision measurement scenarios such as robotic joints, servo motors, and industrial automation equipment [1] - The company holds a stake in Shenzhen Nuo Shi Robot Co., Ltd., which mainly produces miniature planetary roller screw components required for robots [1] Group 2 - Currently, the company has not yet commenced production of robot component-related work [1]

Group 1 - The core viewpoint of the article is that Hongchang Technology (301008.SZ) is expanding its robotics-related core component business by acquiring a controlling stake in Liangzhi Joint [1] - The company has signed a share transfer agreement to acquire a total of 21% equity from Rosst, Mr. Zhou Jianping, and Mr. Fang Tao, which will result in the company holding 51% of Liangzhi Joint [1] - Upon completion of the acquisition, Hongchang Technology will become the controlling shareholder of Liangzhi Joint, aligning with its strategic development plan [1]

Group 1 - The company focuses on expanding from intelligent driving perception to intelligent driving domain control, actively entering the robotics business, with a core competency in automotive intelligent driving perception for over a decade, covering major automakers like Nissan, Volkswagen, and Geely. The main perception products include onboard camera systems, onboard video driving recorders, and ultrasonic radar, with revenue contributions of 55%, 20%, and 25% respectively in 2022 [1] - The company has expanded from the perception layer to the decision layer, achieving mass production of low-computing power domain control products such as APS and AVP, and is gradually breaking through to high-computing power platform development, with domain control revenue expected to increase to 9% by 2024 [1] - The company is simultaneously developing in the robotics field, forming an integrated layout of "perception + decision," which is expected to open a new growth curve [1] Group 2 - The intelligent driving product market is experiencing increased volume and price due to the intelligentization wave, with sufficient orders supporting growth. The Ministry of Industry and Information Technology has announced the first batch of L3 conditional autonomous driving vehicle access permits, marking the transition of L3 testing into commercial application, which accelerates the development of intelligent driving [2] - The penetration rate of intelligent driving is significantly increasing, driving demand for intelligent driving perception products. The company benefits from this trend, with a market share of 27% for its ultrasonic radar products, leading among domestic suppliers. The unit value per vehicle has increased from hundreds to 3000-4000 yuan, and new products like domain control, lidar, and thermal imaging are expected to further enhance the average selling price per vehicle [2] - As of September 2025, the company has approximately 20.9 billion yuan in confirmed orders, indicating strong demand certainty [2] Group 3 - The company is positioning itself within the Nvidia Thor ecosystem and is entering the robotics sector as a perception system supplier, collaborating with Nvidia to develop a robotic brain based on its Jetson platform, forming an integrated layout of "perception + decision" in the robotics field [3] - The company is one of the first partners for Nvidia's Jetson Thor, establishing a critical ecological position and creating technical barriers and product added value at a high level within the industry chain, with expected value amounts ranging from thousands to tens of thousands of yuan [3] - The domain control system equipped with Jetson Thor is expected to be launched subsequently, solidifying the company's competitive advantage in the robotics decision-making field and opening a new growth curve [3] Group 4 - The company's intelligent driving business foundation is solid, and its layout in the robotics sector is expected to initiate a new growth curve. The projected net profits for 2025-2027 are 99 million, 131 million, and 176 million yuan respectively, with year-on-year growth rates of -2%, +32%, and +34%, corresponding to PE ratios of 135, 102, and 76 times [4]

武契奇与中国机器人握手：手劲真 大！中国技术发展令人着迷 0:00 ...

其次，人才引进是支撑。 他建议惠州主动对接湾区高校资源，重点引进人工智能与机器人领域的专家 人才来惠发展，为产业升级提供智力支持。 第三，资本助力是催化剂。 他希望政府引导基金能发挥更大作用，践行"投早、投硬、投科技"的理 念，重点投资人工智能与机器人赛道的优质初创项目，培育产业新动能。 王建兴的建议紧扣惠州发展实际，将前沿产业规划与本地优势资源相结合，为惠州抢占未来产业制高 点、实现高质量发展提供了切实可行的思路。 采写/摄影：南都N视频记者郭秋成 田飞 李晓慧 吴方 实习生 许思佳 在2026年惠州两会上，市人大代表、广东一纳科技有限公司总经理兼总工程师王建兴结合市政府工作报 告，就惠州如何发展新质生产力、加快融入大湾区提出了具体建议。 广东一纳科技有限公司总经理、总工程师王建兴。 王建兴表示，学习市政府工作报告后，对"千万人口、万亿GDP"的"十五五"目标以及报告中多次强调 的"新质生产力"等内容印象深刻。他特别关注到惠州对科教资源的重视，以及融深融湾的战略方向。 为此，他提出三项核心建议：首先，产业融合是关键。 他认为，惠州应充分发挥在大石化能源新材料 与电子信息领域的既有优势，将两者紧密结合，为人工 ...

Core Viewpoint - The State Grid Chongqing Wuxi Power Supply Company has successfully implemented the use of an intelligent ice removal robot for the first time in high-altitude areas, enhancing the efficiency and safety of ice removal operations on power lines during winter [1][2]. Group 1: Technology and Innovation - The intelligent ice removal robot is equipped with high-precision walking wheels and a powerful drive motor, ensuring effective operation in various environments [1]. - The robot utilizes a unique track-crossing crushing technology to crush ice at a speed of 20 meters per minute, capable of clearing over 1 kilometer of ice per hour with a single operational duration of two hours [2]. Group 2: Operational Efficiency - Compared to traditional manual ice removal methods, the intelligent robot offers significant advantages in complex terrains and adverse weather conditions, allowing for operations without power outages and greatly improving efficiency and safety [2].

IT之家 2 月 4 日消息，据蓝鲸汽车今日（2 月 4 日）报道，前云度汽车 CEO 林密目前已低调再创业，入局工业工艺机器人赛道，聚焦 AI 与机器人在喷涂工 业场景的深度融合，核心产品为 AI 喷涂机器人，"目前研发基本完成了，年后将进入交付阶段。" 2023 年，云度汽车与吉祥航空合作，打造了一款纯电小型 SUV 云兔，售 8.58 万元起。 知情人士向该媒体透露，该产品除了主要适配于汽车后市场等场景，也用于无人机、高铁、工程机械等领域。在团队建设方面，其核心成员主要来自浙江大 学等院校，"目前有 30 多名博士。" 跃 动 款 灵 动 款 95,800 == 85,800 == 型 花 吉祥大出行 云度云兔 400 服务 service JIXIA 418 云 影 为 国 展 创 优 造 更 航空 汽车 专车 公开资料显示，林密此前曾任职于 TCL、比亚迪（腾势）、Celgard 等公司，是比亚迪新能源汽车发展的早期参与者之一。 综合IT之家此前报道，云度汽车成立于 2015 年 12 月 4 日，是中国首批新能源汽车企业，也就是所谓的"造车新势力"，曾推出 π1、π3 等纯电动 SUV。 云度汽车 ...