来源：上海证券报·中国证券网 上证报中国证券网讯（记者 李五强）2月26日，广汽集团携第四代具身智能人形机器人GoMate Mini亮相广州开发区、黄埔区高质 量发展大会，正式宣布孵化成立广东慧仑科技有限公司（下称"慧仑科技"）。作为广汽集团布局具身智能赛道的核心载体，慧仑 科技将以独立主体身份开展市场化运营，全面承接广汽集团在该领域的业务，开启机器人产业独立发展、规模化突破的全新阶 段。 目前，慧仑科技已建立结构设计、系统平台、小脑运动控制算法、大脑智能感知决策算法等整机全栈自研能力，成功研发了四代 具身智能机器人产品，并实现轴向磁通电机、一体式关节模组、驱动器和灵巧手等核心零部件的自研突破。 上证报中国证券网讯（记者 李五强）2月26日，广汽集团携第四代具身智能人形机器人GoMate Mini亮相广州开发区、黄埔区高质 量发展大会，正式宣布孵化成立广东慧仑科技有限公司（下称"慧仑科技"）。作为广汽集团布局具身智能赛道的核心载体，慧仑 科技将以独立主体身份开展市场化运营，全面承接广汽集团在该领域的业务，开启机器人产业独立发展、规模化突破的全新阶 段。 GoMate Mini亮相广州开发区、黄埔区高质量发展大 ...

广汽集团称，慧仑科技与广州开发区、黄埔区达成战略合作，总部将落地黄埔，将专注于具身智能机器人的研发、生产、销售与服务。目前，慧仑科技已 建立结构设计、系统平台、小脑运动控制算法、大脑智能感知决策算法等整机全栈自研能力，研发了四代具身智能机器人产品，并实现轴向磁通电机、一 体式关节模组、驱动器和灵巧手等核心零部件的自研突破。 编辑 陈莉 校对 卢茜 广汽第四代具身智能人形机器人GoMate Mini。企业供图 新京报贝壳财经讯（记者张冰）2月26日，广汽集团宣布孵化成立广东慧仑科技有限公司（简称"慧仑科技"）。作为广汽集团布局具身智能机器人赛道的 核心载体，慧仑科技将以独立主体身份开展市场化运营，专注于具身智能机器人的研发、生产、销售与服务。根据规划，慧仑科技将于今年推进核心产品 小批量试产，同步打造安防标杆应用场景，2027年实现规模化量产。 ...

广汽集团成立机器人公司；华为云码道公测版发布；黄仁勋再度回应AI对软件业影响。 ①中国AI调用量首超美国，四款大模型霸榜全球前五； ②广汽集团成立机器人公司； ⑥常熟汽饰与紫荆桃李AI项目正式启动； ③华为云码道公测版发布，覆盖代码生成等技术； ⑦黄仁勋再度回应AI对软件业影响：市场"判断失误"，AI助手将提高软件效率。 ④擎天租城市合伙人报名人数突破16000人； ⑤基于中国平台打造，克罗地亚人形机器人"通卡"亮相； ...

2月26日，广汽集团2026年高质量发展大会在番禺总部召开。广汽集团党委书记、董事长冯兴亚作部署 讲话，动员全体干部员工"开工即开战、起步即冲刺"，开创高质量发展新局面。 冯兴亚指出，今年省市高质量发展大会明确提出制造业与服务业协同发展的要求，为广汽践行高质量发 展提供了根本遵循、注入了强大动力。 据了解，在2月25日召开的广州市高质量发展大会上，会议明确，广州将全域开放无人驾驶应用场景， 全力支持广汽集团与华为深化战略合作，携手打造高端智能新能源汽车品牌——启境，以创新为引擎加 快推动广州汽车产业"智电转型"进程。启境作为广汽集团与华为联合共创的全新高端智能新能源汽车品 牌，创新采用"合署办公、同频同步、共同决策"的嵌入式协同模式，构建起从产品定义、技术研发到市 场落地的全链路高效共创体系，探索传统制造业向智能时代跨越的全新路径，目标为我国工业化与信息 化、智能化深度融合打造可借鉴的标杆范例。 冯兴亚称，广汽实现破局突围具备三大有利条件：一是积累深厚，经过多年深耕细作，集团拥有完整的 产业链布局、深厚的制造底蕴和多元的服务生态，在技术、生产、渠道等方面优势显著；二是态势向 好，今年1月份集团销量实现"开门红 ...

战鼓，鲜明昭示 了"实体经济为 本、制造业当 家"的坚定决 心。 作为华南地区唯 一一所"技术+师 范"特色高校， 广师大党委书记 王兵：全力增创 技术师范新优势 _南方+_南方 plus 岭南春来早，奋 斗正当时。刚刚 召开的2026年广 东高质量发展大 会，再次擂响了 全省砥砺前行、 争先进位的奋进 广东技术师范大 学第一时间深入 学习大会精神， 深感使命在肩、 责任重大。"我 们将紧扣'走在 前、作示范、挑 大梁'的要求， 以'学科跃升 年'为契机， 以'申博冲百'为 目标，全力增创 技术师范新优 势，在专业优 化、产教融合、 微校区布局等方 面转化为服务广 东制造业与服务 业协同发展、构 建现代化产业体 系的务实行 大会强调的"制 造业当家"战 略。例如人才培 养"零时差"，依 托微校区，广师 大已开设华为 HCIP- HarmonyOS认证 专班，教师通过 率达100% 。这 种"研究生层次 学历教育+高端 职业技能认 证"的双轨制， 能快速为深圳的 信创、人工智 能、低空经济等 产业输送急需的 实战型人才。还 有技术转化"短 平快"，微校区 同步落地了"广 东省教育行业信 创适配中心深圳 分中心" ...

Group 1 - Tianfu Communication is a global leader in optical devices and optical engine solutions, focusing on optical communication, data centers, and AI computing interconnection, with core products including passive and active optical devices and high-speed optical engines [1][34] - The company is deeply integrated with NVIDIA's ecosystem, providing key optical communication components and is one of the core suppliers for NVIDIA's computing network construction [1][34] - As NVIDIA's AI server and data center business grow rapidly, Tianfu Communication's orders for optical engines and high-speed optical devices remain robust, indicating significant performance elasticity [1][34] Group 2 - Shenghong Technology is a core supplier of AI server PCBs in China, focusing on the R&D, production, and sales of high-end printed circuit boards, with a strong technical advantage in high-speed and high-density PCBs [2][36] - The company provides critical PCB boards for NVIDIA's AI servers, benefiting from the continuous growth in NVIDIA's server shipments, leading to a strong increase in high-end PCB orders [2][36] - Shenghong Technology's market share in the AI server and data center PCB market is expected to continue rising, with long-term growth potential [2][36] Group 3 - Inspur Information is a leading AI server enterprise in China, covering AI servers, cloud computing, big data, and edge computing, and is a core partner of NVIDIA in developing AIStation and other computing platforms [3][37] - The company benefits from the explosive global demand for AI computing and the acceleration of domestic computing infrastructure, with a high order volume for AI servers and sustained high capacity utilization [3][37] - Inspur Information's market position and technical accumulation in the AI server field allow it to share in the growth of the AI industry [3][37] Group 4 - Unisplendour is a leading digital infrastructure provider in China, covering network equipment, cloud computing, big data, and information security, with its subsidiary being a core agent for NVIDIA's data center GPU and DGX systems [4][38] - The company leverages NVIDIA's technological advantages to provide AI computing solutions and related products to enterprise clients, with revenue from agency business and related solutions continuously increasing [4][38] - Unisplendour's competitiveness in AI computing solutions is expected to strengthen, benefiting from the global AI industry development and domestic digital transformation [4][38] Group 5 - Desay SV is a leading provider of intelligent driving solutions in China, focusing on smart cockpits, intelligent driving, and vehicle networking, and collaborates with NVIDIA to develop a powerful autonomous driving system based on the Orin chip [5][39] - The company experiences strong order growth for its autonomous driving solutions based on NVIDIA's Orin chip, indicating strong performance growth certainty [5][39] - Desay SV's position in NVIDIA's autonomous driving ecosystem is expected to strengthen, benefiting from the global development of the autonomous driving industry [5][39] Group 6 - Jingwang Electronics is a leading PCB and FPC manufacturer in China, with a focus on printed circuit boards, flexible circuit boards, and metal-based circuit boards, and is on NVIDIA's qualified supplier list [6][40] - The company has achieved bulk supply to customers and is steadily advancing product development and validation processes for AI servers [6][40] - Jingwang Electronics' market share in the AI server and data center PCB market is expected to continue rising, benefiting from the explosive growth of global AI computing infrastructure [6][40] Group 7 - Perfect World is a leading comprehensive entertainment company in China, covering online game development and distribution, and film production and distribution, actively collaborating with NVIDIA in AI technology and applications [8][42] - The company utilizes NVIDIA's Omniverse Audio2Face application, ACE platform, ray tracing, and DLSS technologies to enhance game development efficiency and product performance [8][42] - Perfect World's early advantage in the AI game application field is expected to strengthen as AI technology continues to integrate with the gaming industry [8][42] Group 8 - Wentai Technology is a leading semiconductor and smart terminal solution provider, covering semiconductor IDM, optical modules, and smart terminal design and manufacturing, with NVIDIA as a close partner [9][43] - The company is poised to expand its collaboration with NVIDIA, providing more AI-related supporting products as AI technology deepens in smart terminals and servers [9][43] - Wentai Technology's comprehensive layout in the semiconductor and smart terminal fields positions it well to benefit from the growth of the AI industry [9][43] Group 9 - OmniVision Technologies is a global leader in semiconductor image sensor solutions, covering CMOS image sensors and analog and mixed-signal processing [10][44] - The company's TheiaCel™DCG+LOFIC solution supports NVIDIA's products and solutions, with applications in image recognition and autonomous driving [10][44] - OmniVision's position in NVIDIA's AI ecosystem is expected to strengthen, benefiting from the explosive growth of the AI industry and image recognition technology applications [10][44] Group 10 - GDT is a leading financial technology and smart terminal solution provider in China, covering smart finance, public safety, transportation, and government services [11][45] - The company participates in AI computing solution implementation and promotion, providing AI computing services and application solutions based on NVIDIA technology [11][45] - GDT's strong accumulation in the financial technology field positions it well to benefit from the growing demand for AI applications [11][45] Group 11 - GAC Group is a comprehensive automotive manufacturing leader, covering the R&D, manufacturing, sales, and service of passenger and commercial vehicles [12][46] - The company collaborates with NVIDIA to produce L4 autonomous vehicles, enhancing its core competitiveness in the intelligent driving sector [12][46] - GAC Group's technological layout and product implementation in autonomous driving are expected to accelerate, supported by its partnership with NVIDIA [12][46] Group 12 - Digital China is a leading digital transformation solution provider in China, covering cloud computing, big data, network security, and IT distribution [14][47] - The company provides AI computing infrastructure and application solutions to clients in finance, manufacturing, and healthcare, leveraging NVIDIA's GPU technology [14][47] - Digital China's comprehensive service capability in AI computing solutions is expected to drive rapid growth in its AI-related business [14][47] Group 13 - Leadcore Technology is a leading provider of intelligent operating system products and technologies, covering intelligent driving, IoT, and intelligent vision [15][48] - The company has obtained authorization for image quality tuning from NVIDIA, participating in the R&D and product implementation of intelligent driving and edge computing [15][48] - Leadcore's position in NVIDIA's ecosystem is expected to strengthen, benefiting from the rapid development of intelligent driving and edge computing industries [15][48] Group 14 - Linyang Electronics is a leading provider of precision structural components and metal forming solutions, covering precision stamping parts and smart terminal structural components [20][54] - The company is a distributor of NVIDIA DGX AI Compute Systems, providing enterprise clients with NVIDIA AI servers and related solutions [20][54] - Linyang Electronics' strong position in the AI server distribution market is expected to drive rapid growth in its AI-related business [20][54] Group 15 - Aoyang Technology is a leading manufacturer of power semiconductor devices, covering MOSFETs, diodes, and IGBTs, with applications in automotive electronics and industrial control [21][55] - The company's power semiconductor products are used in NVIDIA-related products, providing critical power management support for AI servers and smart terminals [21][55] - Aoyang Technology's competitive position in the AI hardware power management market is expected to strengthen as global AI computing infrastructure develops [21][55] Group 16 - Beidou Star is a leading satellite navigation and positioning service provider in China, covering Beidou navigation chips, modules, antennas, and positioning service solutions [22][56] - The company collaborates with NVIDIA to provide AI solutions based on precise positioning for smart driving and smart city applications [22][56] - Beidou Star's position in NVIDIA's ecosystem is expected to strengthen, benefiting from the rapid development of smart driving and smart city industries [22][56] Group 17 - Advanced Data Communication is a leading financial technology and big data solution provider in China, covering financial IT, big data, and cloud computing [23][57] - The company is an elite partner in NVIDIA's AI and Compute business, providing AI computing solutions and technical services to clients in finance and government [23][57] - Advanced Data Communication's strong accumulation in the financial technology field positions it well to benefit from the growing demand for AI applications [23][57] Group 18 - Zhongdian Port is a leading electronic component distribution and supply chain service provider in China, covering electronic component distribution and supply chain management [24][58] - The company is an authorized distributor of NVIDIA, providing enterprise clients with NVIDIA AI chips and related solutions [24][58] - Zhongdian Port's comprehensive service capability in AI chip distribution is expected to drive rapid growth in its AI-related business [24][58] Group 19 - Magpower is a leading provider of smart home and industrial control solutions in China, covering smart home controllers and industrial power supplies [25][59] - The company is one of NVIDIA's designated data center component providers, offering innovative power solutions for AI data centers [25][59] - Magpower's strong position in the AI data center power market is expected to benefit from the growing demand for AI data center construction [25][59] Group 20 - Zhiwei Intelligent is a leading provider of intelligent hardware and edge computing solutions in China, covering edge computing gateways and industrial control computers [32][60] - The company is a member of NVIDIA's NPN partner network, launching powerful edge computing products based on NVIDIA Jetson Orin modules [32][60] - Zhiwei Intelligent's competitive position in the AI edge computing market is expected to strengthen as demand for edge AI applications continues to grow [32][60]

据了解，启境作为广汽集团与华为联合共创的全新高端智能新能源汽车品牌，采用"合署办公、同频同步、共同决策"的嵌入式协同模式，构建起从产品定 义、技术研发到市场落地的全链路共创体系，探索传统制造业向智能时代跨越的全新路径，目标为我国工业化与信息化、智能化深度融合打造可借鉴的范 例。 中国经济网北京2月26日讯(记者陈梦宇)昨日，广州市召开高质量发展大会，会议明确，广州将全域开放无人驾驶应用场景，全力支持广汽集团（601238） 与华为深化战略合作，携手打造高端智能新能源汽车品牌——启境，加快推动广州汽车产业"智电转型"进程。 马上有乾昆 启 境 智 能 猎 装 轿 跑 6 月 上 市 敬 请 期 待 马上启新境 按照规划，启境将于2026年推出两款全新车型，其中首款车型定位智能猎装轿跑，目前已完成极寒冬测等关键验证环节，预计今年6月正式上市。 ...

来源|凤凰网财经《公司研究院》 曾被称为"中年人一代神车"的雅阁，也大降价了。 广汽本田近日宣布，为庆祝雅阁50周年，老客户复购雅阁e:PHEV车型，仅需13.88万元，较官方指导价 直降10万元，创下上市后最高降价纪录，限量1000辆。 对于这款在华27年的"神车"而言，这样接近腰斩的"骨折价"无疑具有标志性的意义，降价话题也一度冲 上热搜。 图片来源：广汽本田官网 01 神车走下神坛 本田雅阁问世之际，丰田凯美瑞尚未在国内生产，本田雅阁和大众帕萨特、桑塔纳，共同构筑起了国人 对合资车的印象。 凭借相对可靠的"三大件"（发动机、变速箱、底盘）、较低的油耗及保养成本等使用优势，雅阁精准踩 中中年人的购车需求。当广汽本田将这款车型引入国内时，其售价一度高达近30万元，甚至一度需要加 价2万至5万元才能购买。 但伴随国产新能源汽车的浪潮席卷而来，这类曾经需要加价抢购的热销车型也被拉下神坛。 近三年来，广汽本田各地的4S店就陆续推出了终端优惠活动，雅阁的终端成交价较官方指导价优惠幅 度可超过5万元。此次雅阁不仅官方直接降价，而且尝试以限量购买的营销方式获得更多关注。 不仅雅阁，今年早些时候，被称为年轻人一代神车的飞 ...

消息面上，据中汽协发布，1月中国汽车销量同比下降3.2%，新能源汽车销量同比增长0.1%。另据乘联 分会，1月新能源乘用车批发销量同比下降3.3%，零售销量同比下降20.0%。群益证券(香港)表示，1月 汽车销量同环比回落，主要是因为需求在去年底提前释放，随着春节后各家车企陆续发布新车、新一轮 购车补贴资金下发，汽车市场景气度有望回升。 此外，2月26日，特斯拉中国官宣新一轮购车金融优惠政策，在3月31日前下单，全系车型均可享受7年 超低息贷款。其中Model 3、Model Y及Model Y L三款主力车型，可额外选择5年0息方案，贷款购车无 需支付任何利息，此举被业内普遍解读为又一轮"变相降价"，旨在进一步提振终端销量。 智通财经APP获悉，汽车股集体走低，截至发稿，理想汽车-W(02015)跌4.11%，报68.9港元；小鹏汽车- W(09868)跌3.59%，报68.55港元；长城汽车(02333)跌2.68%，报13.05港元；广汽集团(02238)跌2.11%， 报3.72港元。 ...

汽车股集体走低，截至发稿，理想汽车-W(02015)跌4.11%，报68.9港元；小鹏汽车-W(09868)跌3.59%， 报68.55港元；长城汽车（601633）(02333)跌2.68%，报13.05港元；广汽集团（601238）(02238)跌 2.11%，报3.72港元。 此外，2月26日，特斯拉中国官宣新一轮购车金融优惠政策，在3月31日前下单，全系车型均可享受7年 超低息贷款。其中Model3、Model Y及Model Y L三款主力车型，可额外选择5年0息方案，贷款购车无 需支付任何利息，此举被业内普遍解读为又一轮"变相降价"，旨在进一步提振终端销量。 消息面上，据中汽协发布，1月中国汽车销量同比下降3.2%，新能源汽车销量同比增长0.1%。另据乘联 分会，1月新能源乘用车批发销量同比下降3.3%，零售销量同比下降20.0%。群益证券(香港)表示，1月 汽车销量同环比回落，主要是因为需求在去年底提前释放，随着春节后各家车企陆续发布新车、新一轮 购车补贴资金下发，汽车市场景气度有望回升。 ...