金十数据整理：每日港股市场要闻速递（6月4日 周三） 1. 腾讯控股(00700.HK)在晶泰控股(02228.HK)的持股比例从6.47%降至5.93%。 3. 瑞银集团于5月28日减持美的集团(00300.HK)股份，持股比例从5.05%降至4.95%。 4. 红星美凯龙(01528.HK)：《红星美凯龙控股集团有限公司重整计划（草案）》表决获得通过。 2. 高盛：上调理想汽车(02015.HK)目标价至138港元，上调2025至27年盈测。 7. 蔚来汽车(09866.HK)2025年Q1营收120.35亿元，去年同期99.1亿元；Q1净亏损68.9亿元，去年同期净 亏损52.58亿元；预计第二季度交付数量将在7.2万至7.5万辆之间。 5. 歌礼制药(01672.HK)：同类首创、每日一次口服FASN抑制剂地尼法司他(ASC40) 痤疮III期试验达到 所有终点。 6. 药师帮(09885.HK)：与越疆科技签订战略合作与业务部署协议，共同探索协作机器人及相关AI产品在 药品研发等领域的应用。 ...

各有关单位： 随着人工智能技术的迅猛发展，机器人技术正在从工业领域迅速扩展到包括公共安全在内的多个重要应用领域。在面 对自然灾害、突发事件以及社会治安维护等挑战时，机器人的智能感知、自主决策和高效执行能力展现出巨大潜力。 特别是在当前全球范围内对公共安全重视程度不断提高的背景下，如何利用先进的机器人技术提升公共安全水平，已 成为业界关注的焦点。 由中国安全防范产品行业协会主办，《机器人技术与应用》杂志社承办的" 2025 机器人与公 共安全创新发展论坛"将于 7 月 4 日上午在北京举办 ， 旨在探讨机器人技术在公共安全领域的 最新进展与未来发 展方向 ，分享成功案例，促进技术创新与产业合作，为实现 " 数智世界 全域安全 " 的目标贡献力量。 一 会议名称 2025机器人与公共安全创新发展论坛 二 会议主题 具身智能 赋能安全 三 会议时间 2025 年 7 月 4 日上午 9:00-12:00 四 会议地点 北京世纪金源大饭店二楼国际会议厅（北京市海淀区板井路 69 号） 五 会议内容 结合公共安全场景需求、技术趋势及场景应用案例，覆盖"政策 - 技术 - 场景 - 生态"全链条，突出 " 应用导向、 技 ...

Core Viewpoint - The article discusses the potential of humanoid robots in addressing the growing elderly care needs in the context of an aging population, highlighting advancements in technology and the evolving landscape of the robotics industry [1][3][20]. Industry Overview - The aging population in China is rapidly increasing, with projections indicating that by the end of 2024, there will be 310 million people aged 60 and above, accounting for 22% of the total population [3][20]. - The concept of "elderly care robots" encompasses various forms of robots, including exoskeletons and humanoid robots, with a particular focus on humanoid robots in popular perception [4][21]. Technological Advancements - Recent breakthroughs in robotics include improvements in bionic joints, motion control algorithms, and cognitive decision-making frameworks, which are essential for the development of humanoid robots [1][6]. - The introduction of international standards for elderly care robots aims to guide the design, manufacturing, testing, and certification processes, promoting healthy industry development [7][9]. Market Dynamics - The market for humanoid robots is expected to grow significantly, with estimates suggesting that by 2035, the global market could reach $38 billion, and in China, the market could expand to 500 billion yuan [20][24]. - The current pricing of humanoid robots ranges from approximately 99,000 yuan to 199,000 yuan, with expectations that prices will decrease as technology matures [14][17]. Future Outlook - Experts predict that humanoid robots capable of providing companionship and care for the elderly may enter households within the next three to ten years, although some believe it could take longer [18][21]. - The industry is witnessing a shift towards consumer markets, with companies exploring opportunities in home care and rehabilitation, indicating a potential for growth in the elderly care robotics sector [22][23].

Group 1 - The A-share market showed a collective increase, with the Sci-Tech 50 Index rising by 0.14% and the corresponding ETF (588870) gaining 0.1%, indicating active trading with a turnover rate exceeding 8.5% [1] - The Sci-Tech 50 Index ETF has experienced a continuous decline for 7 days, but has seen accelerated capital inflow during this period, with a total net inflow exceeding 51 million yuan and a net inflow rate of over 29% [1] - Over the past 60 days, the ETF has received a net subscription of more than 127 million yuan, reflecting strong investor interest [1] Group 2 - A meeting on May 27 emphasized the importance of cooperation between China and Europe in the semiconductor supply chain, with representatives from over 40 companies participating [3] - The meeting highlighted China's commitment to expanding high-level openness and providing a stable policy environment for semiconductor enterprises, aiming to enhance mutual advantages and combat unilateralism [3] - The majority of the Sci-Tech 50 Index ETF's constituent stocks, including Cambricon, Chipone, and others, showed slight increases, with gains within 1% [3] Group 3 - Guosen Securities noted that the electronics industry is benefiting from the rise of DeepSeek and demand from domestic subsidies for home appliances and mobile phones, indicating a high level of prosperity in the sector [4] - The ongoing tariff disputes are expected to ease, leading to increased overseas order procurement and inventory reserves, contributing to an upward trend in the industry [4] - Guosen Securities remains optimistic about the electronics sector's valuation expansion in 2025, supported by strong fundamentals and macroeconomic policies [4] Group 4 - Huawei and Tencent Cloud have signed cooperation agreements with humanoid robot companies to accelerate the application of embodied intelligence in various scenarios [5] - The partnerships aim to enhance product technology development and promote the efficiency of humanoid robots in industrial and domestic settings [5] - The involvement of major tech companies is expected to expedite the deployment of humanoid robots across multiple applications, suggesting potential investment opportunities in related chip companies [5] Group 5 - The Sci-Tech 50 Index ETF (588870) has outperformed its benchmark index with a return of 1.32% since its launch on January 27, while the Sci-Tech 50 Index itself has seen a decline of 0.43% [6] - The ETF includes the 50 largest and most liquid stocks on the Sci-Tech board, covering sectors such as electronics, pharmaceuticals, and computer technology [6] - The ETF boasts low management and custody fees, making it an attractive option for investors [6]

Core Viewpoint - The article discusses the advancements in intelligent welding robots, emphasizing their potential to address the challenges faced by traditional industrial robots in complex manufacturing environments [8]. Group 1: Welding Technology and Applications - Cloos has accumulated a century of welding technology, achieving high-quality and efficient welding results across various metals such as carbon steel, stainless steel, nickel-based alloys, and aluminum alloys [4]. - The welding processes can be adapted to accommodate complex welding conditions, reducing preparation work and costs [4]. - The integration of visual recognition and automated path planning enables self-service welding, while collaborative solutions with robots enhance the skill requirements for operators [4]. Group 2: Intelligent Welding Robots - The transition towards intelligent manufacturing in industries like shipbuilding and steel structures necessitates breakthroughs in robotic welding technology due to the complexity and variety of products [8]. - Embodied intelligent welding robots are expected to become the primary solution for these applications, offering superior flexibility and precision [8]. - The report analyzes advancements in AI decision-making, adaptive welding process adjustments, and multi-configuration intelligent motion planning, highlighting innovative products and practices in the field [8].

5月26日，北京市经济和信息化局印发《北京市人工智能赋能新型工业化行动方案（2025年）》，围绕"人工智能与新型工 业化"发展，共推出16条措施支持企业发展。具体方案如下： 北京市人工智能赋能新型工业化行动方案（2025年） 五、构建高性能通用智能体。支持企业将工业机理、数据、知识与大模型相融合，打造适应性强、数据处理与智能决策能 力好、可感知环境和自主协同的通用智能体，突破传统工业软件重度依赖经验、适应环境受限、智能化不足的困境。对具 有行业推广性、显著提升制造业效率和优化生产管理的通用智能体，对其运营服务按调用算力成本给予最高不超过3000万 元支持。 六、培育以自主协议为基础的制造业智能生态。支持制造业企业、行业组织联合大模型企业、信息软件企业、标准化机 构，制定大模型与外部工具、数据源及API资源高效集成的标准化通信协议，形成"小模型局部应用+大模型全局优化"的混 合智能应用范式，对适配行业广、覆盖企业数量多、调用频次高的协议将在京津冀制造业项目中组织推广。 七、实施企业技术中心AI赋能行动。支持企业基于企业技术中心，围绕生产制造全流程搭建实验场景，推动模型嵌入部署 和软硬件适配开发，形成具有自主知识 ...

邀请 INVITATION 在当今数字化浪潮席卷全球的时代，人工智能正以前所未有的速度融入到公共安全领域。从城市的大街小巷到关 键基础设施，从应急响应的指挥中心到日常的安全防控，人工智能技术正在重塑公共安全的格局。在此背景下， 中国安全防范产品行业协会将于2025年7月3日至4日，在北京世纪金源大饭店召开2025人工智能与公共安全产业 发展大会。大会以"数智世界 全域安全"为主题，聚焦"人工智能+公共安全"的创新发展，将汇聚百余位来自政 府、学界和企业的领导与权威专家围绕政策方向、产业变革、技术创新、发展瓶颈等议题展开深度研讨，旨在凝 聚资源、深化交流，探索新赛道新动能，解决平安中国与智慧城市建设过程中所面临的痛点、难点问题。 2024智能与安全产业发展大会开幕式 公安部主管业务局及地方公安机关：拟邀来自公安部科技信息化局领导、业务负责人和部分市级、区级公安局科信部门领 导和代表出席会议。各地公安机关代表通过参与大会，可获取先进人工智能技术应用于社会治安防控和城市安全管理的最 新理念与实践经验，与智能化方案提供商进行深入交流，提升整体警务效能。 应急管理部相关业务局及各地应急管理局：拟邀与公共安全领域密切相关 ...

以"美好生活·深圳创造"为主题的深圳展区位于13号馆"粤港澳大湾区文化产业创新展"，凭借沉浸式互 动体验和前沿科技应用，吸引众多观众驻足打卡，成为本届文博会上必打卡的景点之一。 今年，主展区设置人工智能、数字创意、文化旅游、天桥秀场四大板块，并且联动南山区同时精心打造 12个特色分会场，包括华侨城创意文化园、南头古城、华强方特集团等知名文化地标。 另外，在智能可穿戴设备区展出的实时翻译耳机支持多语言互译，准确率高达98%；智能影像区则通过 AI无人机和XR技术，让观众体验"微短剧主角"的拍摄乐趣。智能玩具乐园展区集中展示了云天励飞"噜 咔博士"AI视觉玩具、跃然创新"BubblePal"智能对话球等创新产品，通过视觉识别和语音交互技术为儿 童提供寓教于乐的智能体验。 模特与机器人一起走秀 本次，深圳展区推出"赛博时尚巡游"，在现场设置了"天桥秀场"，让科技与时尚的跨界融合成为亮点。 通过真人模特身着深圳品牌、文创服装，让模特和机器人共同完成特定动作，展示服装和科技的完美结 合。展区还特别增设"微短剧观影区"，市民可在此驻足欣赏前沿科技与文化创意结合的微短剧作品，感 受数字叙事的独特魅力。现场还特别设立了"游戏 ...

在科技创新的浪潮中，"硬科技"企业作为我国科技自立自强的重要力量，正面临前所未有的发展机遇 与挑战。 在走访科技型企业的过程中证券时报记者注意到，从初创期的普惠贷款，到成长期的信用贷款，再到成熟期企 业出海拓展业务的跨境金融服务，金融机构的精准服务贯穿了企业发展的每一个关键节点。 近年来，金融系统积极落实国家关于金融支持科技创新的战略部署，通过全生命周期金融服务，为"硬科技"企 业提供了坚实的资金支持和多元化的金融保障，助力企业在风雨中稳健前行。随着金融科技创新不断"开花结 果"、多层次资本市场机制完善，多元化、多层次、多渠道的科技投入格局正在形成，助力"硬科技"企业继续 长跑。 面对尚未盈利的初创期科技企业，金融机构如何做到"敢贷""愿贷"？"简单来说，就是通过调整审计偏好、完 善尽职免责设计等，提升支持科技创新的积极性。"中国银行深圳高新区支行副行长陈铭泽对记者说，得益于 机制的完善，现在银行为未盈利的科创企业授信基本没有后顾之忧。 为做好科技金融大文章，近年来，金融部门出台多项措施，引导金融机构持续强化对科技创新的金融支持。中 国人民银行通过推出科技创新再贷款等货币政策工具，引导金融机构加大对科技企业的 ...

Group 1 - The core viewpoint emphasizes the significant opportunities and challenges faced by "hard technology" companies in China, highlighting the essential role of financial institutions in providing tailored financial services throughout the company's lifecycle [1][2][3] - Financial institutions have actively implemented national strategies to support technological innovation, resulting in a continuous increase in loans to technology-based SMEs, with a loan balance of 3.3 trillion yuan as of March 2025, reflecting a year-on-year growth of 24% [3][4] - The development of innovative financial services, such as "Tech Startup Pass" and "Soaring Loan," has been promoted in Shenzhen, leading to a loan balance of 1.23 trillion yuan for technology companies, positioning Shenzhen as a leader in this sector [4][5] Group 2 - The support from capital markets has been crucial for companies like UBTECH Robotics, which has transformed from a startup to a leading enterprise in the robotics industry, benefiting from significant financial backing during its growth [2][6] - Financial institutions have adjusted their lending practices to support unprofitable tech startups, with banks like China Bank providing unsecured loans to facilitate their growth [5][6] - The introduction of a specialized evaluation model for tech companies by China Bank has enhanced the approval process for loans, particularly for AI-related enterprises, indicating a proactive approach to risk management [6][7] Group 3 - In response to external market changes, technology companies are accelerating innovation and exploring overseas markets, with plans to expand into regions like Europe and the Middle East [7][8] - The establishment of a "Technology Board" in the bond market aims to improve the efficiency of issuing technology innovation bonds, addressing the structural mismatch between traditional credit and the needs of tech innovation [7][8] - Companies like Yujiang Technology have successfully expanded their global presence, supported by comprehensive cross-border financial services from institutions like China Bank, which assist in international investment and capital management [8][9]