具身智能机器人

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虹软科技(688088.SH):已与全球知名的民用机器人公司建立技术合作
Ge Long Hui· 2025-08-26 07:44
格隆汇8月26日|虹软科技(688088.SH)互动平台表示,1、公司专注于计算机视觉领域,为行业提供算法 授权及系统解决方案,是全球领先的视觉人工智能企业。公司掌握的视觉人工智能算法技术具有通用性 和延展性。多年来,累积了丰富的视觉、感知层底层算法、解决方案及应用技术,适用于机器人的算法 如:人脸/动物/景物识别及分析、手势识别、3D重建、SLAM等多种核心算法技术,公司积极布局具身 智能机器人领域相关技术,进行了核心智能视觉感知、视觉融合IPs(技术引擎)的研发。目前,公司 已与全球知名的民用机器人公司建立技术合作。 2、在数码相机以及手机功能机时代,公司就开始专注 于视觉人工智能技术的研发与应用,公司主要算法技术都经过了长时间的锤炼,可针对特定相机或硬件 做算法适配和调优,在计算机视觉算法层面,拥有种类丰富、经验成熟、多类终端适用的算法技术及产 品(如畸变矫正、视频防抖、HDR、降噪等),更多公司技术产品、业务布局及合作情况请持续关注 公司在上海证券交易所网站刊登的公告。 ...
振华风光(688439.SH):智能伺服控制器、磁编码器等系统级封装电路可运用于机器人领域
Ge Long Hui· 2025-08-25 07:41
格隆汇8月25日丨振华风光(688439.SH)在投资者互动平台表示,目前公司智能伺服控制器、磁编码器等 系统级封装电路可运用于机器人领域,包括具身智能机器人等新兴应用场景,此外,公司已布局传感器 后端信号调理电路相关产品,这些产品在机器人感知系统中具有潜在应用价值。未来,公司将继续结合 发展战略及市场需求,积极拓展新兴技术领域。 ...
唐源电气在越南签署三方协议 布局“一带一路” 沿线市场取得进展
Sou Hu Cai Jing· 2025-08-22 13:53
8月22日,唐源电气发布公告,公司与越南交通运输大学、越南合力建设股份公司在越南签署了《全面战略合作协议》。协议显示,在越南境内,唐源电气 将作为UTC和合力建设在铁路领域的优先战略合作伙伴,合作方向包括三方将在城市轨道交通、高速铁路等在内的铁路产业领域开展"企业-高校-科研院 所"之间的交流合作等内容。 上证报中国证券网讯(记者 刘春燕)8月22日,唐源电气发布公告,公司与越南交通运输大学(下称"UTC")、越南合力建设股份公司(下称"合力建设") 在越南签署了《全面战略合作协议》(下称"协议")。协议显示,在越南境内,唐源电气将作为UTC和合力建设在铁路领域的优先战略合作伙伴,合作方向 包括三方将在城市轨道交通、高速铁路等在内的铁路产业领域开展"企业-高校-科研院所"之间的交流合作等内容。 智能垂类应用大模型、新材料、智能工厂、智能应急等新兴领域的合作;共享各方共同关注的技术成果、行业趋势及专业活动信息;维持不定期互访与沟 通,不断深化各方合作。 据介绍,UTC是一所总部位于越南河内的理工科大学,在胡志明市设有分校,学校现有在校生约27000人,开设近40个专业,重点学科包括交通工程、铁路 运输、土木工程 ...
500亿,卧龙电驱去港股IPO了
Sou Hu Cai Jing· 2025-08-22 07:49
Core Viewpoint - Wolong Electric Drive has submitted its prospectus to the Hong Kong Stock Exchange for a dual listing, aiming to capitalize on its recent stock price surge and significant market valuation of nearly 50 billion RMB [1][5]. Company Background - Founded by Chen Jiancheng in 1984, Wolong Electric Drive has grown from a small factory in Shaoxing, Zhejiang, to a leading domestic electric motor manufacturer, with a current market capitalization of approximately 50 billion RMB [1][2]. - The company transitioned from a collective enterprise to a private one and successfully went public on the Shanghai Stock Exchange in 2002 [3]. Leadership Transition - Chen Jiancheng's daughter, Chen Yanni, returned to the family business in 2007 after gaining experience in international finance, and has since taken on significant leadership roles within the company [3][5]. - The father-daughter duo holds approximately 38.84% of the company's shares, making them the controlling shareholders [5]. Business Operations - Wolong Electric Drive specializes in electric drive systems and solutions, focusing on five core segments: explosion-proof systems, industrial systems, HVAC systems, new energy transportation systems, and robotics [6][8]. - The company ranks first in the global market for explosion-proof electric drive systems with a market share of about 4.5% [8]. Financial Performance - The company's revenue for 2022 was approximately 14.27 billion RMB, with projected revenues of 15.57 billion RMB for 2023 and 16.25 billion RMB for 2024 [8][9]. - Profit figures for the same years were 839 million RMB, 553 million RMB, and 832 million RMB, respectively [9]. Strategic Focus - Wolong Electric Drive is shifting its focus towards the robotics sector, with revenue from robotics components projected to grow from 355 million RMB in 2022 to 451 million RMB in 2024 [10]. - The company aims to enhance investments in emerging fields, particularly electric aviation and robotics components, as part of its growth strategy [10].
征和工业半年报业绩亮眼 8.18亿元定增加码核心赛道
Zheng Quan Ri Bao Zhi Sheng· 2025-08-22 05:37
8月22日,青岛征和工业股份有限公司(证券简称:征和工业)披露2025年半年度报告,业绩呈现稳健 增长态势。与此同时,公司推进2025年度向特定对象发行A股股票计划,拟募集资金不超过8.18亿元, 聚焦农机部件扩产、园林工具升级、微型链系统研发及补充流动资金,全面夯实核心竞争力,布局长期 发展赛道。 半年报业绩逆势增长 征和工业是国内链传动行业的领军企业,公司从事各类链传动系统的研发、制造和销售,产品主要应用 于各类车辆的发动机和传动系统、农业机械传动和输送系统、工业设备传动和输送系统等。 今年上半年,征和工业在复杂的市场环境中实现了营收与利润的双增长。财报数据显示,报告期内公司 实现营业收入9.05亿元,较上年同期增长7.18%;归属于上市公司股东的净利润8900.17万元,同比大幅 增长49.13%;归属于上市公司股东的扣除非经常性损益的净利润6328.83万元,同比增长14.18%,盈利 能力持续提升。 从业务结构来看,公司三大核心板块均保持良好发展态势。作为核心业务的车辆链系统实现收入5.26亿 元,占营业收入的58.07%,同比增长7.25%,凭借高强度、低噪音的发动机正时链等核心产品,持续为 国内 ...
从“小店”到“工厂”,南京“新”中有“数”
Nan Jing Ri Bao· 2025-08-21 23:42
□ 南京日报/紫金山新闻记者 周容璇 数字产业是发展新质生产力的重要载体,同时也是促进实体经济与数字经济深度融合的基础支撑。8月 20日—21日,长三角数字产业调研线网络新媒体采风活动走进南京,记者们先后探访了汇通达网络股份 有限公司、玄武大模型工厂,通过实地走访感受南京数字产业发展脉动。 8月20日上午,骄阳似火,采风团的记者们抵达江宁区于增家电经营部时,店长吴于增不在店内,经过 打听得知原来去送货了。 "生意还可以!物美价廉,口碑就逐渐做起来了。"刚送货回来的吴于增满头大汗却笑意盈盈,他告诉记 者,经营部开了有18个年头,以前乡镇小店最头疼的就是进货渠道,自从13年前成为汇通达的会员店 后,不仅能以好价拿到好货,还能省出力气来专心做好服务,"比如今天的送货上门"。 村民喜欢什么样的产品?要说多年经营的吴于增还算了解,那新"上任"的"AI掌柜"可谓是了如指掌了。 打开"千橙AI超级店长"App,从采购到销售的全流程都有"AI员工"精准服务。"设计助手"制作产品海 报,"促销活动助手"生成促销小程序活动,"进货助手"负责智能选品进货。 汇通达网络技术研发中心项目总监徐阳告诉记者,今年4月份,汇通达发布了"捷采 ...
爱施德:旗下爱施德智城基金于2025年7月参与杭州云深处科技新一轮融资
Zheng Quan Ri Bao Wang· 2025-08-21 12:45
证券日报网讯爱施德8月21日在互动平台回答投资者提问时表示,公司旗下爱施德智城基金于2025年7月 参与杭州云深处科技新一轮融资。《杭州市促进具身智能机器人产业发展条例(草案)》尚在公开征求意 见阶段,公司将持续关注该条例的后续推进情况。 ...
今年服贸会,将有多款“好房子”亮相
Xin Jing Bao· 2025-08-21 11:57
Core Insights - The 2025 China International Service Trade Fair for Engineering Consulting and Construction Services will take place from September 10 to 14, focusing on the theme "Technology Empowering Good Houses" [1] - The exhibition area will cover a total of 7,100 square meters, with 6,600 square meters indoors and 500 square meters outdoors, marking the largest scale in history [1] - A total of 90 domestic and international companies are participating, including 67 from the Fortune Global 500, accounting for 74% of exhibitors [1] Group 1: Exhibition Highlights - The exhibition will showcase six major areas related to the entire lifecycle of "Good Houses," including standards, design, construction, materials, services, and outdoor model houses [1][2] - Key innovations in urban renewal will be presented, such as the renovation of old urban communities and the integration of smart community solutions [2] - The exhibition will feature a display of model houses that allow visitors to experience future living spaces and the industrial charm of constructing houses like cars [2] Group 2: Technological Innovations - The exhibition will highlight significant national construction machinery, including the "Dream No. 1" shaft boring machine, which has a height of 10 meters and a maximum excavation depth of 80 meters [3] - A globally innovative integrated platform for prefabricated building construction, known as the "Prefabricated Building Machine," will also be showcased [3] - The exhibition will allocate 15% of the indoor area for business negotiation activities, facilitating trade agreements and market expansion for exhibitors [3]
爱施德(002416.SZ):旗下爱施德智城基金于2025年7月参与杭州云深处科技新一轮融资
Ge Long Hui· 2025-08-21 07:25
格隆汇8月21日丨爱施德(002416.SZ)在投资者互动平台表示,公司旗下爱施德智城基金于 2025 年 7 月 参与杭州云深处科技新一轮融资。《杭州市促进具身智能机器人产业发展条例 (草案)》尚在公开征求意 见阶段,公司将持续关注该条例的后续推进情况。 ...
361度牵手机器人公司,要给机器人做鞋服,股价应声两连涨
Xin Jing Bao· 2025-08-20 02:53
Core Viewpoint - 361 Degrees has entered a strategic partnership with Stand Robot to develop wearable robotics and smart materials, indicating a focus on innovative technology in the sportswear industry [1][2][3] Company Developments - 361 Degrees reported a stock price of HKD 6.13 per share with a market capitalization of approximately HKD 12.7 billion as of August 19 [1] - The company aims to leverage its international market resources to assist Stand Robot in global sales of wearable robotics [3] - A new company focused on AI technology will be established, along with a "Future Sports Exploration Laboratory" to develop suitable apparel and accessories for robots [2][3] Financial Performance - For the first half of 2025, 361 Degrees achieved revenue of CNY 5.705 billion, a year-on-year increase of 11%, and a net profit of CNY 858 million, up 8.6% [4] - The gross margin for the first half of 2025 was approximately 41.5%, showing improvement but still lagging behind competitors like Anta Sports and Li Ning [4] - The children's segment has become a significant growth driver, with revenue of CNY 1.26 billion, representing 22.1% of total revenue [4][5] Market Strategy - The company is heavily reliant on lower-tier markets, with 76% of its 5,669 brand stores located in third-tier cities and below [5] - E-commerce has emerged as a core growth driver, with online sales reaching CNY 1.817 billion, a 45% year-on-year increase [5] - International business is expanding steadily, with overseas sales reaching CNY 87.6 million, a 19.7% increase [5]