如若上市成功，优艾智合也将成为港股市场"移动操作机器人第一股"。 登录新浪财经APP 搜索【信披】查看更多考评等级 每经记者｜张文瑜 每经编辑｜贺娟娟 曾在大热科幻电影《流浪地球2》中亮相的机器人"黑科技"，拟闯关港股IPO。 9月26日，港交所官网显示，合肥优艾智合机器人股份有限公司（下称"优艾智合"）向香港联合交易所递交上市申请，计划通过18C章程在港交所主板挂牌 上市，中金公司担任独家保荐人。 优艾智合是一家典型的"学院派"创业公司，核心创始人来自西安交通大学，其聚焦移动操作机器人领域，包含高泛化智能模型以及具备感知、移动、操作能 力的多形态机器人，产品目前已广泛应用于半导体、能源化工、锂电池、3C等多个工业场景。 根据弗若斯特沙利文报告，按2024年收入计，优艾智合是全球第一的工业移动操作机器人企业，同时在中国移动操作机器人企业中也位居第一。 优艾智合的创业故事始于2017年。彼时创始人张朝辉还在西安交通大学攻读博士学位，其所在实验组研究的课题就是移动机器人的自主定位和导航。 为进一步推动移动机器人技术落地，张朝辉与实验室的另外四位同学组建了优艾智合，名称灵感来自"YOU I BOT"，寓意"你、我、 ...

9月26日，合肥优艾智合机器人股份有限公司(简称"优艾智合")正式向香港联合交易所递交上市申请， 冲刺"移动操作机器人第一股"。优艾智合是全球最早探索具身智能技术并率先实现规模应用的机器人厂 商之一。根据弗若斯特沙利文报告，按2024年收入计，优艾智合是全球第一的工业移动操作机器人企 业，同时在中国移动操作机器人企业中位居第一。 ...

Core Insights - The establishment of Apex Sensing LLC in San Francisco marks a significant step in the company's globalization strategy, focusing on the North American market for tactile sensing products [1] - The new subsidiary aims to enhance local partnerships by providing agile supply chain support and customized solutions, thereby improving delivery times and after-sales response efficiency [1] - North America is identified as a key market for humanoid robot innovation, and the company intends to deepen its collaboration with local clients to accelerate the integration of flexible sensing technology into the regional industry [1] Company Strategy - Apex Sensing LLC will leverage core technologies in flexible sensing to drive sales, technical support, and customer service in North America [1] - The company plans to increase R&D investment to continuously optimize product structure and performance, facilitating the effective integration of advanced tactile sensing technology with local applications [1] - The goal is to support the transition of the North American robotics industry from demonstration to practical application, fostering the large-scale implementation and commercialization of embodied intelligence technology [1]

中新网杭州9月20日电(曹丹)"第一，到浙大来做什么？第二，将来毕业后要做什么样的人？" 这是浙江大学竺可桢老校长著名的"两问"，是师生叩问初心的起点，也指引着浙大在时代浪潮中不断求 索的方向。 2005年9月，浙江省委常委会在浙大召开一次历史性会议，提出建设世界一流大学的总目标。 二十年来，浙大秉持"求是创新"校训，一步步将宏伟蓝图转化为办学实践和发展成效，成为观察中国高 等教育跨越式发展的一个生动样本。 育人之变：从"会读书"到"会创造" 近日，在浙大2025级研究生开学典礼上，浙大校长、中国科学院院士马琰铭以《从"会读书的人"到"会 创造的人"》为题，阐释了浙大在新时代的育人使命。 如何激发学生自主探索的学习兴趣，释放其创新动能？ "人工智能是革命性的工具。"浙大本科生院院长吴飞说。 今年8月，国务院正式发布《关于深入实施"人工智能+"行动的意见》，进一步凸显人工智能在国家战略 中的核心地位。 春江水暖鸭先知。作为中国高等教育的排头兵，浙大敏锐地认识到人工智能在教育变革中的关键作用。 早在2021年，浙大就联合上海交通大学、复旦大学、南京大学、中国科学技术大学、同济大学等高校， 率先推出"AI+X"微专 ...

Core Viewpoint - Nanjing Estun Automation Co., Ltd. has engaged with 130 institutions, including Morgan Stanley, to discuss its business performance and future strategies, highlighting growth in industrial robotics and automation systems despite some challenges in core components [1] Group 1: Financial Performance - The company achieved a sales revenue of 2.549 billion yuan, a year-on-year increase of 17.50% [1] - Revenue from industrial robots and intelligent manufacturing systems reached 2.092 billion yuan, up 26.54% year-on-year, while revenue from core automation components declined by 11.50% to 456 million yuan [1] - Net profit attributable to the parent company was 6.6823 million yuan, a significant increase of 109.10% year-on-year, although the net profit after deducting non-recurring gains and losses was a loss of 17.6028 million yuan, improving by 81.85% [1] - EBITDA was 180.9231 million yuan, reflecting a growth of 173.04% year-on-year [1] - Operating cash flow was -119.4803 million yuan, but improved by 65.08% year-on-year due to better management of accounts receivable and supply chain optimization [1] Group 2: Market Outlook and Strategy - The company anticipates continued growth in downstream demand in the second half of the year, particularly in the automotive, electronics, and lithium battery sectors [2] - The company is actively expanding its global business, with Europe identified as a strategic starting point, establishing subsidiaries and local management teams in multiple European countries [2] - The automotive sector is a key focus, with the company entering the new energy vehicle market and delivering the first domestically produced large-load robot stamping line for automotive parts [2] - The company plans to enhance its after-sales service market, aiming for a dual-driven model of "products + services" to create a full lifecycle service system, which is expected to become a new growth point [2] - Collaborative robots and industrial robots are seen as complementary rather than substitutive, with future developments focusing on technological integration and scenario segmentation to promote smart manufacturing upgrades [2]

Core Viewpoint - The article highlights the intense competition among Chinese vacuum robot manufacturers in the global market, particularly in the context of the Berlin International Consumer Electronics Show, where they showcased their latest products and global market ambitions. Chinese companies have captured the largest market share, with iRobot's share dropping below 10% [3][4]. Global Market: Four Winners, One Loser - In the first half of 2025, the global vacuum robot market saw a shipment of 11.263 million units, a year-on-year increase of 16.5%. The top five companies, including Stone Technology, Ecovacs, and Xiaomi, accounted for 64.8% of the market share, up 4.8 percentage points from the previous year [7]. - iRobot, the only American company in the top five, lost nearly half of its market share compared to the first half of 2024, now holding around 8%. In Q2 2025, iRobot fell out of the top five, with Cloud Whale taking its place [7][8]. - The growth in the domestic market was driven by effective government subsidy policies, while Chinese manufacturers adopted aggressive channel expansion strategies overseas [8]. Chinese Market: Close Combat - The concentration in the Chinese market is significantly higher than in the international market, with the top five companies holding nearly 90% of the market share. Ecovacs has maintained the top position for ten consecutive years, but Stone Technology is rapidly closing the gap [11]. - In 2024, Ecovacs held a market share of 25.4%, with Stone Technology trailing by 3 percentage points. However, other competitors are aggressively capturing market share from Ecovacs [11][12]. Market Share Growth and Profitability Challenges - Stone Technology reported a profit of 680 million RMB in the first half of 2025, a 40% year-on-year decline, despite an 80% increase in revenue to 7.9 billion RMB. The surge in sales expenses, which rose by 144% to 2.16 billion RMB, contributed to this profit decline [13][14]. - The intense competition in the industry is leading to a decline in both revenue and profit for many brands, as highlighted by Cloud Whale's significant sales growth but increasing cash flow pressure [14]. New Entrants and Market Dynamics - New players like DJI are entering the crowded vacuum robot market, with DJI launching its first vacuum robot in August 2025, targeting the mid-to-high-end segment [15]. - China has surpassed the U.S. to become the largest market for vacuum robots, with a projected overall growth of 12% in 2025. The household penetration rate in China is still below 5%, compared to over 15% in the U.S., indicating room for growth [15]. Technological Innovations: Future Directions - Current vacuum robots meet basic user needs, but future breakthroughs are expected in navigation and obstacle avoidance algorithms. Innovations like the bionic four-legged climbing system and adaptive chassis for overcoming obstacles are being showcased [17][18]. - Companies are exploring the integration of robotic arms into vacuum robots, although the practicality and user demand for such features remain uncertain [19][20]. Global Expansion and Uncertainties - Chinese vacuum robot companies are facing uncertainties in overseas markets, particularly regarding production capacity and tariff policies. Despite potential challenges in the U.S. market, companies like Cloud Whale are expanding into over 50 countries [20].

Core Insights - Stardust Intelligent has announced a strategic cooperation with Shanghai Xiangong Intelligent Technology Co., Ltd. to deploy over a thousand AI robots in various industrial applications over the next two years [1] - This collaboration signifies a new phase in the application of AI robots as "industrial intelligent bodies," contributing to the commercialization of embodied intelligence technology [1] - The partnership aims to automate repetitive, unsafe, and challenging tasks in industrial manufacturing, thereby enhancing production efficiency and safety [1] Company Collaboration - The cooperation will integrate Stardust Intelligent's AI robot platform with Xiangong Intelligent's control system technology, transitioning from single-point technology validation to large-scale applications across multiple scenarios [1] - The AI robots will handle tasks such as material delivery, box handling, and empty box recovery, reducing the repetitive labor burden on workers [1] - Both companies will jointly develop industrial AI robot products, exploring advanced topics such as robot control and AI hardware-software collaboration [1][2] Deployment Strategy - The collaboration will utilize a "core components + complete machine application" synergy model to create an AI robot platform with high adaptability and generalized operational capabilities [2] - This approach aims to provide scalable deployment experiences that can be replicated across the industry [2]

除工业、物流场景外，双方还将联合研发新一代工业AI机器人产品，探索机器人控制、绳驱传动、软 硬件协同等前沿技术。星尘智能的S1机器人采用绳驱传动技术，可模拟人类肌腱运动，具备高动态响 应、高灵巧操作和高交互安全特性，已在科研、生活、商业等领域落地标杆客户。 北京商报讯（记者 陶凤 实习记者 王天逸）9月2日，星尘智能官方公众号发布消息称，公司与上海仙工 智能达成千台级人形机器人战略订单，计划在未来两年内分阶段部署上千台AI机器人，用于工业、制 造、仓储、物流等场景。此次合作被业内视为国内人形机器人最早一批千台级商业化落地案例，标志着 具身智能技术从单点验证迈向规模化应用。 公开资料显示，仙工智能是全球最大的机器人控制器系统供应商，2023—2024年连续全球销量第一，客 户包括飞利浦、施耐德、西门子等1500余家国内外企业；星尘智能则为业内首个实现绳驱AI机器人量 产的企业，与京东、央视、深圳养老护理院等建立深度合作。 根据协议，双方将星尘智能的Astribot S1绳驱AI机器人平台与仙工智能的工业级控制器系统深度融合， 逐步替代产线物料配送、周转搬运、上下料、空箱回收等重复性、危险性岗位。星尘智能表示，将 ...

证券日报网讯新时达（002527）8月29日在互动平台回答投资者提问时表示，基于海尔集团与长安汽车 于2025年7月签署的战略合作协议，目前新时达与长安汽车的合作正有序推进中。在未来的合作进程 中，双方将携手聚焦于国产机器人在汽车领域的应用，共同致力于推动国产替代进程，并积极拓展具身 智能技术的应用范畴。新时达将充分发挥自身在机器人控制领域的深厚技术优势，同时依托多年来在机 器人生产线项目中所沉淀的丰富经验，助力提升生产效率与产品质量。 ...

Group 1 - The core viewpoint of the article is the strategic partnership between Haosen Intelligent and Leju (Shenzhen) Robotics Technology Co., Ltd. to enhance industrial scene intelligence through embodied intelligent technology collaboration and industry implementation [1] - The collaboration will focus on deep cooperation in multiple dimensions including technology, market, and customer resources [1]