格隆汇获悉，8月8日，节卡机器人股份有限公司（简称"节卡机器人"）即将科创板上会，保荐人及主承销商为国泰海 通证券。 公司注册地位于上海市闵行区，实际控制人李明洋通过直接持股及一致行动关系间接控制公司41.63%的表决权，同时 担任董事长和总经理。 节卡机器人专注于协作机器人整机及相关领域产品的研发、生产和销售，并从事包括集成设备及自动化产线在内的机 器人系统集成业务。其主要客户包括进和、东山精密、中国中车、星宇股份、立讯精密、施耐德、华域汽车等。 作为工业机器人的新兴分支，协作机器人受益于"柔性制造"和"人机共融"需求增长，行业处于快速发展期。 根据IFR数据，2023年全球协作机器人销量达到5.7万台，复合增长率约32%，占工业机器人比例从2.7%提升至10.5%。 国内市场表现更为强劲，2024年国产化率达90.25%，较上年提升1.21%，成为全球最大协作机器人市场。 节卡机器人的核心产品为协作机器人整机，涵盖Zu系列、Pro系列等多品类，广泛应用于汽车零部件、3C电子、半导 体等工业领域及商业、医疗等服务领域。 2025年1-6月，节卡机器人的营业收入为1.74亿元，同比增长4.29%；归母净利润为 ...

Group 1 - The Robot ETF (159770) experienced a decline of 1.22% on August 7, with a trading volume of 240 million yuan and a premium rate of 0.07% [1] - The ETF achieved a cumulative increase of 6.85% over three consecutive trading days from August 4 to August 6, with a total trading volume exceeding 1.2 billion yuan, ranking first among similar products in the Shenzhen market [1] - As of August 6, the latest scale of the ETF reached 6.665 billion yuan, also ranking first among similar products in the Shenzhen market [1] Group 2 - Among the constituent stocks, Jingpin Special Equipment rose over 8%, while other stocks like Jingye Intelligent, Huadong CNC, and Tianzhihang-U also saw gains, while Robot fell over 5% [2] - The Robot ETF closely tracks the CSI Robot Index, with industry allocations including manufacturing and information transmission, software, and IT services, featuring major holdings such as Huichuan Technology, iFlytek, and Stone Technology [2] - A recent paper published in "Nature Communications" reported the development of a programmable flexible folding robot capable of object manipulation and surface movement, which could enhance applications in autonomous systems, haptic displays, and smart healthcare [2] Group 3 - Recent domestic and international industrial catalysts have led to an increase in participants in the sector, with companies like Huawei, ByteDance, BYD, Xiaomi, and GAC intensifying their focus on embodied intelligence, while overseas companies like Tesla and FigureAI are accelerating commercialization [3] - The emergence of companies like DeepSeek in artificial intelligence is driving the development of general-purpose robotic models, facilitating the realization of embodied intelligence in humanoid robots, marking a phase of diverse innovation in the humanoid robot industry [3] - The commercialization of humanoid robots is becoming a clear trend in industrial applications, with recommendations to pay attention to domestic component manufacturers benefiting from this trend and to monitor upcoming events related to the humanoid robot industry chain [3]

Group 1 - The Hong Kong stock market experienced a decline, with the Hang Seng Technology Index dropping over 0.5%, while tech stocks showed mixed performance [1] - The upcoming World Robot Conference (WRC) from August 8 to August 12, 2025, will focus on making robots smarter and bodies more intelligent, featuring over 400 participants and 200 companies showcasing more than 1500 exhibits [1] - Tencent's RoboticsX lab and Foton Lab launched the Tairos "Titanium Screw," a modular platform for embodied intelligence, marking a significant development in the robotics industry [1] Group 2 - Cathay Securities expects Hong Kong internet giants to increase capital investment in AI infrastructure in the second half of the year, potentially leading to faster AI application deployment [2] - Xiaomi is accelerating its deployment in AI, particularly in AI glasses and robotics, which may reshape the consumer electronics landscape in China [2] - The Hang Seng Technology Index ETF (513180) tracks the Hang Seng Technology Index, which includes major players like Tencent, Alibaba, and Xiaomi, all of which are investing in the robotics sector [2]

Group 1 - On August 6, among the 31 first-level industries, 21 industries received net financing inflows, with the machinery equipment industry leading at a net inflow of 2.043 billion yuan [1] - Other industries with significant net financing inflows included electronics (1.395 billion yuan), defense and military industry (1.338 billion yuan), pharmaceutical and biological industry (1.234 billion yuan), automotive (1.224 billion yuan), electric equipment (0.926 billion yuan), and home appliances (0.327 billion yuan) [1] Group 2 - A total of 2,105 individual stocks received net financing inflows on August 6, with 201 stocks having net inflows exceeding 30 million yuan [1] - Among these, 20 stocks had net inflows over 100 million yuan, with Haiguang Information leading at 479 million yuan [1] - Other notable stocks with high net inflows included Borui Pharmaceutical (262 million yuan), Robot (248 million yuan), Wolong Electric Drive (226 million yuan), Shuanglin Co. (188 million yuan), Northern Rare Earth (162 million yuan), Nandu Power Supply (151 million yuan), Changying Precision (143 million yuan), and Tuo Wei Information (139 million yuan) [1]

"如果它能飞起来清理天花板，那将是绝杀。"一名网友在大疆首款扫地机器人ROMO系列发布后打趣 道。 当下的消费市场，跨界早已成了家常便饭，手机企业造车，汽车公司造手机，清洁电器品牌进军大家 电，现在大疆也"不安分"，跨界进入到清洁家电领域。值得一提的是，作为无人机领域的绝对领头羊， 近几年大疆一直在拓宽自己的边界，先是进入到影像行业，前段时间还发布了全景相机，据说年底还要 发布全景无人机。 这一次，大疆进军扫地机器人行业，其实市场早就有传闻，当官方确认消息的那一刻，更是让很多人兴 奋不已，这其中就包括罗永浩，直言"非常期待"。从昨晚发布的产品来看，大疆在产品力上依旧是很给 力，ROMO系列堆料很足，透明的设计延续了其固有的工业美学，尤其是在空间智能方面，这也是无人 机技术的"降维"复用。 只是，国补后近4000元的起售价，加上在部分清洁以及越障能力上的欠缺，使得大疆扫地机器人看起来 并不是那么的物超所值，起码对比国内头部阵营的品牌是这样。换句话说，大疆的首款扫地机器人并未 能像消费者所期待的那样，成为一款革命性的产品，更多的是要来扫地机器人的市场里分一杯羹。 另外，在作者看来，基于当前具身智能的快速发展，大疆 ...

有没有想象过，当机器人参与养老生活会是怎样的情景？当养老碰上机器人会碰撞出怎样火花？在大家 的家·北京阜成城心社区，一位长者穿上增程动力外骨骼机器人，便和年轻人一样腿脚利落，步履生风。 近两年，在智慧养老赛道，越来越多保险机构开始积极布局。通过科技创新和智能服务体系建设，打造 智慧养老新生态，为老年人提供更加高效、便捷、智能化的养老服务。 护理员、长者的新"助手" 在大家的家·北京阜成城心社区，一位长者身着外骨骼机器人在大厅漫步、小跑，吸引了多位在住居民、 媒体的目光。这位长者身穿的便是傲鲨智能刚刚推出的消费级外骨骼机器人。 8月6日，"科技赋能，共创智慧养老新范式——智能机器人养老场景示范基地落地签约仪式"在大家的家· 北京阜成城心社区举行，大家的家城心社区将作为傲鲨智能机器人养老场景示范基地，为智能机器人提 供可落地的养老应用实验与实践场景。 北京商报记者 李秀梅 险企加速探索智慧养老 图片来源：企业供图 随着我国人口老龄化不断加剧，传统的养老模式已经难以满足老年人日益增长的多样化、个性化服务需 求。 通过机器人等智慧康乐手段帮助提高养老服务质量和效率，已成为养老行业的共识，深度聚焦养老服务 的险企也不例 ...

金融界8月7日消息，有投资者在互动平台向申昊科技提问：董秘你好，根据最新公开信息，雅鲁藏布江 水电站工程的核心技术方案明确包含大规模隧道挖掘。请问公司研发的水下机器人和隧道巡检机器人在 雅江水电站能起到什么样的作用和效益，多谢董秘。 公司回答表示：尊敬的投资者：您好！公司隧道量测机器人、巡检机器人、在线监测系统及水下运维机 器人等产品可分别应用于隧道施工、升压站等场景。感谢您对公司的关注。 ...

1.2025世界机器人大会将于8月8-12日在北京举办。大会博览会汇聚埃斯顿（002747）、宇树科技、银 河通用等200余家国内外优秀机器人企业的1500余件展品，其中首发新品100余款。50家人形机器人整机 企业将带来最新展品及行业解决方案，人形机器人整机企业参展数量创同类展会之最。 2.当地时间8月6日，美国总统特朗普表示，美国将对芯片和半导体征收约100%的关税。 【市场复盘】 本周三(8月6日)，AI与机器人板块一片红火，截至收盘，科创人工智能ETF华夏(589010)收涨2.23%，持 仓股方面，奥比中光暴涨14.49%，天准科技上涨9.96%，凌云光、澜起科技等跟涨。机器人 ETF(562500)上涨3.16%，实现"三连阳"；成交总额达16.71亿元，远超日均成交金额，巨量长阳或预示 机器人ETF开启主升浪潮。持仓股方面，近70只成分股飘红，机器人、奥比中光联袂上涨超14%，华东 数控（002248）、中大力德（002896）、博杰股份（002975）均收获10%涨停板。规模方面，机器人 ETF单日新增规模5.64亿元，最新规模达167.13亿元，再创新高，远超同类可比基金；最新份额达 176 ...

Core Insights - The strongest lineup in the humanoid robot industry has gathered in Beijing, featuring companies like Tiangong, Yuzhu Technology's G1, and UBTECH's Walker S [1] - The world's first humanoid intelligent robot 4S store, Robot Mall, is set to open on August 8, showcasing over 50 robots across seven categories including medical, industrial, and companionship [1] - The 4S store aims to create an integrated model of "scene experience - immediate sales - service delivery," with plans for a 2.0 version expected to launch in November, which will include more robots and richer scenarios [1]

Group 1 - The Shanghai Municipal Government issued the "Implementation Plan for the Development of Embodied Intelligence Industry," aiming for breakthroughs in at least 20 core algorithms and technologies by 2027, and a core industry scale exceeding 50 billion yuan [3] - The 2025 World Robot Expo will be held from August 8 to 12, followed by the 2025 China Embodied Intelligence Robot Industry Conference from August 13 to 15, and the World Humanoid Robot Games from August 15 to 17 [1][7] - The market for humanoid robots is expected to see significant growth, with major tech companies like Tesla and Huawei driving industry advancements, and the global market potentially exceeding $150 billion by 2035 [8] Group 2 - The Chinese consumer-grade gaming laptop market saw a year-on-year growth of 24.3% in Q2 2025, driven by demand from university students and core gaming players [5] - The launch of the first MPV by Hongmeng Zhixing is planned for Q1 2026, indicating ongoing innovation in the automotive sector [5] - The introduction of the "Stability Assurance System Standard" for the securities industry aims to enhance the operational security of information systems across the sector [3]