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·2026-02-15 16:06

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 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" [4][19]. - By December 2025, the company aims to have filed over 8,000 patents globally and received more than 3,000 authorized patents, 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 companies in China with full-stack self-research capabilities for humanoid robots, boasting a hardware self-research rate exceeding 90% [5][20]. - The company focuses on commercializing its technology through the "Thousand Scenes Co-Creation Plan," applying its robots in real-world settings such as factories and businesses to enhance practical usability [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core supplier of components in the smart manufacturing sector, specializing in machine vision, direct-drive motors, and industrial robots [6][21]. - The company aims to expand into the embodied intelligence sector by offering a one-stop ODM service for intelligent robots, supported by a comprehensive management system and flexible production capabilities [6][21]. Industry Trends - The article highlights the shift of AI from virtual to physical realities, unlocking trillion-dollar market opportunities, particularly in service robots and core components for humanoid robots [9][18]. - Key discussions will focus on the investment logic within the robotics industry, emphasizing the importance of core components and their role in overcoming production bottlenecks [18].

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 - Reportify