自动贩卖机和无人值守便利店，人们并不陌生。近日，新京报贝壳财经记者走进位于海淀区的人形机器 人智慧零售解决方案——银河太空舱。银河太空舱通过引入机器人，拓展了无人值守便利店的新形态。 银河太空舱由银河通用自研的机器人Galbot运营，可完成语音接待、下单支付、精准抓取与商品取送， 实现"无遥操、全流程自主"。 ...

9月5日，戴森在德国柏林举办新品活动，推出戴森Spot+Scrub Ai机器人与戴森Clean+Wash Hygiene洗地 机，并计划未来在中国市场首发。此外，戴森PencilVac铅笔吸尘器、戴森V16 Piston Animal无绳吸尘器 等多款新品则将于本月在中国大陆上市。 ...

该行预期国内竞争格局可控，将今明两年收入预测上调不足1%及5%，以反映海外订单稳健，维持"买 入"评级，目标价由32港元上调至35港元。 杰富瑞发表研究报告指，微创机器人上半年海外新订单达30台以上，对比2025年初的全年指引为40台， 认为订单增长具强劲可见性。管理层对全年收入增长指引维持在85%，而上半年增幅达到77%，中期净 亏损1.13亿元，毛利率由去年同期的47.4%降至40.7%，研发费用比率则降至50.4%。 ...

【机器人ETF基金(159213)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万―级行业 | 成交额 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300124 | 汇川技术 | 机械设备 | 27.14亿 | 2.70% | 10.23% | | 2 | 002230 | 科大讯飞 | 计算机 | 24.88 Z | 1.40% | 9.02% | | 3 | 688169 | 石头科技 | 家用电器 | 8.74 Z | 3.50% | 5.81% | | 4 | 002236 | 大华股份 | 计算机 | 12.07亿 | 2.06% | 4.85% | | ਦ | 688777 | 中控技术 | 机械设备 | 7.05 Z | 2.39% | 4.06% | | 6 | 002008 | 大族激光 | 机械设备 | 10.54亿 | 3.28% | 3.77% | | 7 | 002472 | 双环传动 | 汽车 | 6.59亿 | 3.05% | 3.27% | | 8 | 300024 | 机器 ...

Group 1 - The company, Haineng Industrial (300787.SZ), has stable orders for its cleaning robot products [1] - The company is continuously developing new models of cleaning robots [1]

格隆汇9月5日丨正海磁材(300224.SZ)于近期投资者关系活动表示，公司积极顺应新兴产业发展趋势， 全力拓展人形机器人等潜力市场。公司产品高度匹配人形机器人用空心杯电机和无框力矩电机等核心部 件，公司及时跟进下游应用场景变换，深度调研人形机器人领域，持续向下游客户小批量供货。公司获 评"人形机器人领域最具价值材料类企业"。 ...

格隆汇9月5日丨通光线缆(300265.SZ)在互动平台表示，德柔电缆主要产品为柔性电缆，应用于工业机 器人及其拖链移动系统、港口机械和无人化码头、汽车自动化生产线以及铁路轨道车辆线缆等，未应用 于人形机器人。德柔电缆2025年半年度营业收入较上年同期增加20.71%，净利润较上年同期上升 63.43%。 ...

5V5赛场上，机器人经常会摔倒，一个摞在另一个上"叠罗汉"，他对记者说："你也看到了，5V5就是容 易摔。3V3比赛中，机器人过一两个人就行了，5V5就要过好几个人，机器人挤在一起，而且必然会这 样……"观众席上，大家看到机器人"叠罗汉"时总是哈哈大笑，也许眼下，很多人都处于一种矛盾之中 ——一边希望看到机器人"笨笨的"，从而确保自己不会被其取代；一边又希望机器人快速发展进化，立 刻代替人们做更多辛苦的工作。 比赛会影响学习么？罗队向记者透露，他今年已经大四，准备保研，其他的队友有大二和大三的，他们 整支队伍依托于实验室，一边读书一边比赛，这两者很好地结合起来。"大一开学升大二的队友，他们 刚刚学了很多知识和工具，但是平时没机会用，这次比赛给了他们很好的机会，把这些学过的工具很好 地使用。" 这是一场关乎下一代成长的最生动课堂。这次机器人足球赛，记者惊讶地发现，不仅有企业赛队、大学 生赛队参赛，还有高中生赛队的身影。预选赛上，记者见到了来自北京人大附中和北京十一学校的两只 队伍，朝气蓬勃的队员脸上写满了认真，却也不似其他队伍那般严肃。 "我们想尝试一下，让我们的高中生和大学生进行一下比拼。"深度机智工程师，人 ...

Core Insights - The company achieved revenue of 4.05 billion yuan in H1 2025, a year-on-year increase of 29.2%, with a net profit attributable to shareholders of 210 million yuan, up 61% year-on-year, and a non-recurring net profit of 200 million yuan, up 65% year-on-year [1] - In Q2 2025, the company reported revenue of 2.25 billion yuan, with year-on-year and quarter-on-quarter growth of 34% and 26% respectively; net profit attributable to shareholders was 140 million yuan, with year-on-year and quarter-on-quarter increases of 75% and 90% respectively [1] - The gross margin for H1 2025 was 14.9%, an increase of 0.59 percentage points year-on-year, while the net margin was 5.2%, up 1 percentage point year-on-year [1] Revenue and Profitability - The precision structural components business saw a revenue increase of 29% year-on-year in H1 2025, with lithium battery structural components expected to grow by 44% year-on-year, and a nearly 30% increase quarter-on-quarter in Q2 [1] - The company’s capacity utilization rate has improved, contributing to the recovery of profitability, with gross margins expected to be close to 13% in H1 2025, up 1 percentage point year-on-year, and net margins rising to over 5% [1] - Revenue from iron cores slightly declined, but improvements in raw materials, processes, and an increase in the proportion of adhesive products led to gross margins exceeding 20% [1] Cost Management and R&D - The expense ratio for H1 2025 was 9.2%, a decrease of 0.8 percentage points year-on-year, reflecting the company's scale effect and increased investment in robotics R&D, with R&D expense ratio up by 0.23 percentage points [2] - The humanoid robot business is rapidly developing, with several products achieving mass production and direct engagement with overseas major clients [2] Production Capacity - The company has established two semi-automated production lines for planetary roller screws with a daily capacity of 120 sets, and is expanding its flexible assembly line for linear actuators based on demand [2] Investment Outlook - The company is projected to achieve revenues of 9.5 billion, 12 billion, and 15.1 billion yuan in 2025, 2026, and 2027 respectively, with net profits of 570 million, 810 million, and 1.1 billion yuan, and corresponding EPS of 3.3, 4.6, and 6.6 yuan per share [3] - The company is given a "recommended" rating based on these projections [3]

格隆汇9月5日丨ST逸飞(688646.SH)在投资者互动平台表示，荆楚机器人积极参与湖北省人形机器人突 破性关键技术征集工作，并且已提交相关资料，具体内容请关注后续公示信息。 ...