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, believing that "core technology is fundamental." The company has applied for over 8,000 patents globally and has received more than 3,000 authorized patents as of December 2025. Its product matrix covers high-end smart products in cleaning, personal care, and kitchen appliances, establishing itself as a global leader in the smart cleaning sector [4][19]. 2. Magic Atom - Established in 2024, Magic Atom is one of the few domestic companies 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 such as factories and businesses, addressing practical usability issues and accelerating the transformation of technology into new productive forces [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core component supplier in the intelligent manufacturing sector. The company develops key products such as machine vision, direct-drive motors, and industrial robots. With a strong technical foundation, it is expanding into the embodied intelligence sector, offering a one-stop ODM service for intelligent robots. Future investments will focus on building an ecosystem that integrates core components, complete machine ODM, and scenario-based testing [7][21]. Industry Insights 1. AI and Robotics Trends - The article highlights the significant market opportunities presented by AI transitioning from virtual to physical realities, potentially unlocking trillion-dollar markets. The focus is on service robots and the technological breakthroughs needed for mass production of humanoid robots, including advancements in key components like reducers, motors, and dexterous hands [9][18]. 2. Investment Logic - The investment logic in the robotics industry is centered around identifying core targets with "positioning advantages," analyzing the entire supply chain from foundational hardware to upper-level applications. This comprehensive approach aims to uncover investment opportunities in the spring season [18].