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
泽平宏观·2026-02-13 16:33

Core Viewpoint - The article emphasizes the importance of advanced technology companies in redefining modern life and driving economic growth, particularly through AI and robotics innovations [8][14]. Company Summaries 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" [4][19]. - By December 2025, the company aims to have over 8,000 patent applications and more than 3,000 authorized patents, establishing itself as a global leader in the smart cleaning sector [4][19]. 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% [5][20]. - The company emphasizes commercial viability and has initiated the "Thousand Scenes Co-Creation Plan" to refine robots in real-world settings, addressing practical usability [5][20]. Monkey Robotics - Founded in 2015, Monkey Robotics is a core component supplier in the smart manufacturing sector, specializing in machine vision, direct-drive motors, and industrial robots [7][21]. - The company is expanding into the embodied intelligence sector, offering a one-stop ODM service for intelligent robotics, and plans to enhance its ecosystem by integrating core components, complete machines, and scenario testing [7][21]. Industry Insights - The article highlights the significant market opportunities presented by AI transitioning from virtual to physical realities, potentially unlocking trillion-dollar markets [9][17]. - Key topics for discussion include the development of service robots driven by AI models, breakthroughs in core components for humanoid robots, and investment logic in the robotics industry [18].