3月苏州站：投研闭门会、追觅生态、魔法原子、灵猴机器人——AI中国力量·前沿科技

Core Viewpoint - The article emphasizes the importance of advanced technology companies in redefining modern life and driving economic growth, particularly in the fields of AI, robotics, and smart home ecosystems [8][14]. Company Summaries 1. Chasing Technology - Founded in 2017, Chasing Technology focuses on high-speed digital motors, intelligent algorithms, and motion control technology, positioning itself as a global high-end tech brand. The company has applied for over 8,000 patents and received more than 3,000 authorized patents by December 2025. Its product matrix spans cleaning, personal care, and kitchen appliances, establishing it as a leader in the smart cleaning sector [4][19]. 2. Magic Atom - Established in 2024, Magic Atom is one of the few companies in China with full-stack self-research capabilities for humanoid robots, boasting a hardware self-research rate exceeding 90%. The company focuses on commercializing its technology through the "Thousand Scenes Co-Creation Plan," which tests robots in real-world scenarios to ensure they are useful and user-friendly [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core supplier of components in the smart manufacturing sector. The company specializes in machine vision, direct-drive motors, and industrial robots, leveraging its technical expertise to expand into embodied intelligence. It offers a one-stop ODM service for embodied intelligence and aims to build an ecosystem that integrates core components, complete machines, and scenario-based testing [7][21]. Industry Insights 1. AI and Robotics Trends - The article highlights the shift of AI from virtual to physical reality, unlocking trillion-dollar market opportunities. The focus is on service robots and the integration of AI-driven models that enable a closed loop of perception, decision-making, and execution across various sectors [9][18]. 2. Investment Logic - The investment logic in the robotics industry is centered around identifying key players with "positioning advantages" and understanding the technological breakthroughs and supply chain maturity of essential components like reducers, motors, and dexterous hands [18]. 3. Future Opportunities - The exploration of smart technology's role in industrial upgrades is crucial, with a focus on the latest developments in AI and robotics, aiming to cultivate new productive forces and paths for technological self-innovation [18].