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吉林冰雪赛场上演机器人竞赛
Xin Lang Cai Jing· 2026-01-10 08:10
中新网长春1月10日电 (记者 郭佳)在接近零下20摄氏度的低温环境中,机器人在冰雪赛场展开比拼。首 届净月机器人冰雪趣味赛10日在吉林长春净月潭景区举行,赛事依托真实冰雪环境,检验机器人在低温 条件下的运行稳定性和控制能力。 1月10日, 1月10日, 吉林长春,一机器人在滑冰。 张瑶 摄 当天的竞赛项目围绕冰雪环境特点设置,包括机器人雪橇运输赛、机器人雪球投掷赛、机器人爬犁竞速 赛和机器人迷你滑雪赛,涵盖牵引运输、竞速比拼、平衡控制等内容。比赛中,四足机器狗在雪道上牵 引雪橇穿越障碍,双足机器人在冰面奋力滑行,不时引发现场观众的阵阵掌声和笑声。 吉林大学通信工程学院指导教师段纪鲁表示,极寒环境会导致电池续航下降、关节电机响应变慢,冰雪 路面的不稳定摩擦力也对控制算法提出更高要求。"机器人在室内表现很好,到了冰雪赛场则完全是另 一道考题。" 参赛企业之一的深圳某科技公司代表苑桐介绍,团队依托沉浸式VR数据采集套件,帮助学生先模拟动 作,再将算法迁移到实体机器人上,通过理论与实践相结合的方式,帮助学生更快地从课堂走向真实应 用场景。 长春净月高新区管委会副主任丁志国表示,以冰雪为"试验场",不仅有助于验证机器 ...
誉帆科技:公司在排水管道的检测、非开挖修复与清洗领域会应用到各类机器人
Zheng Quan Ri Bao· 2026-01-05 12:16
证券日报网讯 1月5日,誉帆科技在互动平台回答投资者提问时表示,公司在排水管道的检测、非开挖 修复与清洗领域会应用到各类机器人。这些机器人均通过线缆进行信息传输。 (文章来源:证券日报) ...
国投证券:2026年家电以旧换新政策出台 有望提振家电消费景气
智通财经网· 2025-12-31 06:58
智通财经APP获悉,国投证券发布研报称,2026年家电以旧换新政策落地,相较于2025年,明年补贴政 策支持范围有所缩小、补贴比例有所下调、更聚焦高能效产品,整体内容基本符合市场预期,有望刺激 家电内销边际改善,推动行业产品结构优化。预计国内家电消费将保持稳健表现,具有研发、渠道和品 牌优势的白电、黑电企业将更受益于新政策;外销方面,中美贸易冲突趋于缓和,关税压力有望降低, 且家电企业全球产能逐步释放,新兴市场持续贡献增量。 3)实施机制方面,2026年政策明确在全国范围内执行统一的补贴标准;建立补贴资金预拨制度,缓解企 业垫资压力;充分发挥不同销售渠道优势,支持线下实体零售;增加农村地区线下经营主体、引导线上 渠道向农村地区倾斜等方式,提高农村地区消费便利度。 2025年以旧换新政策有效刺激家电消费 据国家统计局数据显示,2025年1-11月份,全国限额以上单位家用电器和音像器材类商品零售额 YoY+14.8%。据央视新闻援引商务部消息,1-11月,全国家电以旧换新超12844万台,测算累计补贴金 额约827亿元,带动家电消费约4395亿元。家电以旧换新补贴政策带动更新需求释放,有效提振家电消 费景气。 2 ...
2026年家电以旧换新政策出台,有望提振家电消费景气
Guotou Securities· 2025-12-31 02:04
Investment Rating - The report assigns an "A" rating for the investment in major appliance companies such as Midea Group, Haier Smart Home, and Gree Electric Appliances, indicating a "Buy" recommendation with target prices of 94.68, 31.81, and 50.60 CNY respectively [4]. Core Insights - The 2026 appliance replacement policy is expected to boost consumer demand for home appliances, focusing on energy-efficient products and providing subsidies of 15% of the product price, capped at 1500 CNY per item [1][2]. - The 2026 policy has optimized the subsidy scope, reducing the number of supported appliance categories from eight to six, and lowering the subsidy rate from 20% to 15% for high-efficiency products [2][11]. - The first batch of funding for the 2026 policy amounts to 625 billion CNY, a 23% decrease from the previous year's 810 billion CNY, indicating a potential decline in total subsidy funds for the year [2][12]. Summary by Sections Policy Changes - The 2026 policy focuses on six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, excluding other appliances like stoves and microwaves [2][11]. - The subsidy for high-efficiency products is now set at 15% of the sales price, with a cap of 1500 CNY per item, and consumers can only receive one subsidy per product category [2][11]. Market Impact - The 2025 replacement policy effectively stimulated appliance consumption, with retail sales of home appliances increasing by 14.8% year-on-year from January to November 2025, and over 12.84 million units replaced [3]. - The introduction of the 2026 policy is expected to improve domestic appliance sales, despite some pressure on consumption due to earlier demand release and high base effects [3][9]. Investment Recommendations - The report suggests focusing on three investment themes: 1. High-quality white goods companies with strong cash flow and high dividend yields, such as Midea Group and Haier Smart Home [9]. 2. Companies with strong global capabilities, particularly in emerging markets where appliance penetration is low [9]. 3. Technology-driven appliance companies that are expanding into new business areas, leveraging AI and robotics to enhance product offerings [9].
太力科技(301595) - 投资者关系活动记录表2025014
2025-12-29 12:40
证券代码:301595 证券简称:太力科技 广东太力科技集团股份有限公司 投资者关系活动记录表 编号:2025-014 | 投资者关系活动类别 | □分析师会议 ☑特定对象调研 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他( 电话会议) | | | 国寿养老:崔恒旭 天风证券:孙海洋 | | 参与单位名称及 | | | 人员姓名 | 高旗资本:蒋家华 | | | 国投证券:王佣 | | | 个人投资者:2位 | | 时间 | 2025年12月29日 10:00-11:00、14:00-17:00 | | 地点 | 公司二楼会议室 | | 上市公司接待人员姓名 | 副总经理、董事会秘书:杨亮 | | | 证券事务代表:韩露露 | | | 一、调研参观 | | | 参观公司实验室、产品展厅、选品中心。 | | | 二、公司基本情况介绍 | | | 三、问答环节 | | | Q1:公司的上游原材料是否受限制? | | | 答:公司上游原材料供应影响整体有限。一方面,公司持续 | | 投资者关系活动 主要内容介绍 | ...
机器人也打工?特斯拉“擎天柱”机器人现身柏林,拿小盒子装爆米花递给顾客
Xin Jing Bao· 2025-12-23 10:36
报道称,目前暂不清楚它是被远程控制还是自主行动。 编辑张锦嫣制作张笑然 12月22日,特斯拉"擎天柱"机器人现身德国一节日活动现场,给顾客装爆米花的画面曝光。 12月20日,该机器人在柏林拿起小盒子并装满爆米花后递给顾客,展位前排起长队。有顾客和机器人合 照。 ...
中国人形机器人亮相日本国际机器人展
Xin Hua She· 2025-12-07 11:41
中国企业带来了本次展会一多半的人形机器人。 0:00 为期4天的2025日本国际机器人展6日在东京国际展览中心闭幕。本届展会上,代表着工业机器人发展新 趋势的协作机器人,以及未来可在服务业、物流业、医疗等领域有广阔应用前景的人形机器人受到各方 关注。 记者:杨智翔、钱铮 新华社音视频部制作 ...
保利物业20251117
2025-11-18 01:15
Summary of Poly Property Conference Call Company Overview - **Company**: Poly Property - **Industry**: Property Management Key Points Financial Performance - The basic property management segment maintained double-digit revenue growth, primarily benefiting from Poly Development's deliveries and third-party market expansion [2][3] - Non-owner value-added segments experienced revenue decline due to the real estate cycle, indicating significant pressure for the year [2][3] - The company achieved a net profit growth rate in line with guidance, but faced greater pressure relative to revenue growth [2][3] - The repayment rate from small owners declined significantly due to falling property prices, while public service and commercial office repayments remained generally controllable [3] Market Expansion - For the first three quarters of 2025, market expansion continued with double-digit growth, focusing on state-owned enterprises, commercial public services, and Samsung industrial clients [2][4] - The annual target for new contract amounts is set to be no less than 3 billion yuan [4][8] - The company reported a contract amount growth of approximately 17-18% in the first half of the year, with continued double-digit growth in the third quarter [3][8] Dividend Policy - No guidance for the 2025 dividend has been released yet, but the company aims to provide predictable and steady dividend returns in the long term [2][5] - The dividend payout ratio for 2024 is set at 50%, up from 25% in 2022 [5] Service Quality and Product Offering - The company is focusing on improving service quality by offering different products for various tiers of residential communities [6] - Upgrades to the customer service center and intelligent work order systems have been implemented to enhance response and service efficiency [6] Profitability and Margin Pressure - Despite an increase in property fees for new projects, the rapid growth of third-party properties has led to structural impacts on overall margins [3][14] - The basic property management segment has a relatively low gross margin, while community value-added services have the highest gross margin, but their revenue share is declining [14] - Profit margins are expected to remain under pressure in 2026, but a sharp decline is not anticipated [14] Cash Management and Investment Plans - The company plans to reserve approximately 3 billion yuan for three months of operational funds, with remaining funds allocated for technology investments and exploring new business lines [9][10] - The largest use of funds will still be for acquisitions, with the company actively seeking market targets to support future growth [10] Robotics and Technology Integration - The company is exploring the application of robotics in property management, with a focus on custom development to improve adaptability and cost-effectiveness [11] - Currently, a cleaning robot can replace 1 to 1.5 cleaning staff, but human assistance is still required [11] Future Business Planning - The company is in the process of formulating its "15th Five-Year Plan," with details expected to be shared in March of the following year [5] Non-owner Value-added Services - Non-owner value-added service revenue is closely related to upstream real estate development intensity, with a current contribution of only 5.9% to overall gross profit [15] Competitive Landscape - The company has strengthened its competitive advantage through the establishment of benchmark projects and a background in state-owned enterprises, particularly in the public service sector [13] This summary encapsulates the key insights from the Poly Property conference call, highlighting the company's financial performance, market strategies, and future outlook.
“乐融融”夺冠,人形机器人与十五运吉祥物上演“百米赛跑”
Group 1 - The event featured a race between the mascots "Xi Yang Yang" and "Le Rong Rong" and the humanoid robot Walker S, with "Le Rong Rong" winning in 1 minute and 56.20 seconds [1] - The humanoid robot's performance tested its visual perception and movement capabilities, requiring it to navigate complex environments and demonstrate control, agility, and endurance [1] - The humanoid robot also participated in the opening ceremony and assisted in award presentations during the boxing events [1] Group 2 - The mascots engaged in playful interactions during the race, which delighted the audience, showcasing their ability to perform dynamic movements [2] - The performance included choreographed actions like "chasing each other" to make the race more engaging for spectators [2] - Additionally, robotic dogs were utilized as javelin transporters, capable of running at speeds up to 6 meters per second, effectively reducing labor costs during the javelin events [2]
开特股份:已与图灵智造达成合作并完成产品送样,尚未形成收入
Xin Jing Bao· 2025-11-12 03:52
Core Viewpoint - Hubei Kaiter Automotive Electronics and Electrical Systems Co., Ltd. (Kaiter) has established a partnership with Shanghai Turing Intelligent Manufacturing Co., Ltd. and completed product sampling, although it has not yet generated revenue from this collaboration [1] Group 1: Company Overview - Kaiter was founded in 1996 and specializes in the research, production, and sales of automotive electronic and electrical system products, including sensors, controllers, and actuators [1] - The company is recognized as a national-level specialized and innovative "little giant" enterprise [1] Group 2: Clientele and Market Position - Kaiter's clients include major automotive manufacturers such as SAIC Motor Corporation, GAC Group, and Great Wall Motors, as well as new energy vehicle companies like WM Motor, Xpeng, and HiPhi [1] - The company also supplies products to BYD [1] Group 3: Robotics Application Development - In addition to the ongoing collaboration with Turing Intelligent Manufacturing, Kaiter has formed a joint venture with Xi'an Xutong Electronic Technology Co., Ltd. to focus on developing electronic mechanical brake (EMB) force sensors, encoders, and six-dimensional force sensors for the robotics sector, achieving some progress [1] Group 4: Financial Information - As of November 11, 2025, Kaiter's stock price is 38.25 yuan, with a slight increase of 0.05%, and the total market capitalization is approximately 6.886 billion yuan [2]