为推动制造业高质量发展，今年以来，杭州全力推进"296X"产业集群体系建设，其中，"2"是要重点培育人工智 能、视觉智能两大万亿级先进制造业集群。今年前三季度，杭州视觉智能和人工智能核心产业营收分别突破7100 亿元和3900亿元，均实现两位数增长。 这里是位于中国视谷的先临三维科技公司，展厅里正在演示的是公司最新的跟踪式激光三维扫描技术。短短几分 钟，汽车完整的三维模型和高精度尺寸数据便可呈现出来。公司负责人介绍，正是得益于"中国视谷"的产业集聚 优势，才让他们快速匹配到合作商，协同开发了设备关键电路板，让技术最终落地。 先临三维科技股份有限公司CEO 李涛：以前我们是在全国范围内找供应商的，然后我们的研发团队去见供应商都 是要出差，跑很远的距离。那云尖他们搬到这里来之后，我们距离又很近，是邻居，就慢慢开始了一些协同性的 开发。 云尖信息技术股份有限公司信息技术部总监 杨正中：上游的一些厂商以及下游的一些客户，都会融合在这里面， 我们还是深深受益的。整个这种产业集群，是一个非常不可或缺的一个力量。 与先临三维一路之隔的正是云尖信息技术公司，这家专注于算力底座及硬件研发的企业，也同样得到了来自视谷 众多企业的 ...

历经连续回调后，今天科技板块强势反弹。 其中，锂矿板块最为亮眼，多家公司涨停。 稀有金属ETF(562800)跟踪的，全市场锂矿概念含量最高（占比达到41.59%）的指数--CS稀金属指数，今天强势领涨，上涨幅度达到4.21%。 来源：超级嘉贝小程序 进入2025年四季度以来，全球宏观经济预期、产业政策、技术进步、供需格局变化等多重因素交织，共同塑造了包括锂、稀土在内的稀有金属板块的投资 图景。 相关品种都出现了商品价格上涨，对应上市公司业绩改善，估值修复（或提升）的迹象。 这并非简单的价格反弹，而是新一轮，也可能是较以往更为庞大的产业周期反转的开端。 01、供应趋紧，价格上涨 由于电动车的需求放量，带动锂相关产业产能爆发式增长，锂价曾经在2022年底触及历史高位（接近60万/吨），不过好景不长，由于产能扩张太快，后 来进入漫长的下跌周期。 直到2025年10月触及8万元/吨的关键心理价位后，价格才开始企稳并缓慢回升，到12月，锂现货价格已回升至9.5-10万元/吨区间，期货市场远期合约则呈 现升水结构，反映市场对远期供需趋紧的预期。 今年下半年，锂矿的供需格局持续改善。 海外方面，澳大利亚主力锂矿商宣布下调 ...

12月16日，在2025上证多层次资本市场高质量发展大会暨上证鹰·金融资、金阳光、诚信托颁奖仪式上，国寿股权投资有限公司董事总经理姜黎表示，未来 的投资方向，公司除了坚持此前布局的生物医药、医疗器械以及半导体产业，还会重点布局AI（人工智能）、AI+、具身智能机器人等领域。 上证报中国证券网讯（记者 王墨璞嘉）12月16日，在2025上证多层次资本市场高质量发展大会暨上证鹰·金融资、金阳光、诚信托颁奖仪式上，国寿股权投 资有限公司董事总经理姜黎表示，未来的投资方向，公司除了坚持此前布局的生物医药、医疗器械以及半导体产业，还会重点布局AI（人工智能）、AI+、 具身智能机器人等领域。 作为国央企的金融企业，国寿股权投资有限公司对于风险的敏感度较高。姜黎表示，对于行业发展尚处于早期的新兴领域，公司也会积极探索投资方式。虽 有一定的挑战，但正在摸索之中。 官网显示，国寿股权投资有限公司于2016年6月在中国（上海）自由贸易试验区正式成立，是中国人寿旗下专业化私募股权投资平台，致力于发挥中国人寿 的资源优势，做长期的价值投资者和共享共赢的合作伙伴。 姜黎介绍称，国寿股权投资有限公司当前搭建了四期基金，合计规模达320 ...

Core Viewpoint - The recent clinical trial of an invasive brain-computer interface (BCI) in China marks a significant advancement, transitioning from 2D control to 3D interaction with the physical world, enhancing the quality of life for patients with severe disabilities [1][5][11] Group 1: Clinical Trial Details - The trial involved a middle-aged male patient who suffered from quadriplegia due to spinal cord injury, with limited movement capabilities [1] - After implantation of the BCI system in June 2025, the patient was able to control electronic devices using thought within 2 to 3 weeks of training, similar to the first trial's outcomes [3] - The BCI system has now expanded its application from 2D screens to 3D physical interactions, allowing the patient to control devices like wheelchairs and robotic dogs with minimal latency [5][7] Group 2: Technical Aspects of the BCI - The BCI system consists of a front-end sensor, which is a fine wire inserted into the brain, and a back-end processor embedded in the skull, making the procedure minimally invasive [11][13] - The front-end sensor connects the brain to the external world, while the back-end processor converts neural activity into digital signals for device control [13][15] - The system features continuous, stable, and low-latency control, with advancements in neural data compression technology improving performance by 15% to 20% even in noisy environments [20] Group 3: Future Applications and Innovations - The research team is exploring further applications, including decoding language information from the brain and expressing internal intentions through external devices [19] - Key technologies such as cross-day stability and online recalibration have been developed to enhance user experience, allowing real-time adjustments to decoding parameters [20] - The end-to-end latency of the system has been reduced to under 100 milliseconds, providing a seamless control experience for the user [20]

1. 理想汽车-W第四季度业绩预期怎么样？ 截至2025年12月16日，根据朝阳永续季度业绩前瞻数据： | 员中半位:亿元人民中 | | | | | | | 关注朝阳水续公众号 | | --- | --- | --- | --- | --- | --- | --- | --- | | 机构简称 | | 布日期 大 营业收入 | 同比 | 净利润 | 可比 | 经调整净利润 | 同比 | | 卖方预测区间 | | 275.62~396.53 | -37.7%~-10.4% | -5.42~61.61 | -115.4%~74.9% | 4.31 | -89.3% | | 平均数 | - | 303.54 | -31.4% | 8.15 | -76.9% | 4.31 | -89.3% | | 中位数 | - | 286.63 | -35.3% | 1.56 | -95.6% | 4.31 | -89.3% | | 平安证券 | 2025-12-06 | -- | -- | -2.19 | -106.2% | -- | -- | | 长江证券 | 2025-12-05 | -- | -- | 0.92 | -97 ...

工业行业周报 2025 年 12 月 16 日 [Table_Title] 低空增长稳定，看好工程机械发展 ——机械行业周报 na[Table_Main] 行业研究|工业 证券研究报告 [Table_Summary] 报告要点： 周度行情回顾 2025 年 12 月 7 日至 12 月 12 日，上证综指下降 0.34%，深证成指上 涨 0.84%，创业板指上涨 2.74%。其中申万机械设备上涨 1.38%，相 较沪深 300 指数跑赢 1.46pct，在 31 个申万一级行业中排名第 4。细 分 子 行 业 来 看 ， 申 万 通 用 设 备 / 专 用 设 备 / 工 程 机 械 分 别 涨 2.60%/2.28%/0.30%，轨交设备Ⅱ/自动化设备跌 0.51%/0.08%。 重点板块跟踪 低空经济板块：本周，低空经济在省级"十五五"规划中迎来密集部 署，展现出鲜明的区域特色与发展路径。广东与重庆在规划建议中均 将低空经济列为重点发展领域，广东明确提出以低空飞行为牵引，聚 焦基础设施、飞行器制造和常态化运行（特别是城市物流与跨珠江口） 三大方向；重庆则致力于打造"低空经济创新发展强市"，做强服务 平台并 ...

中化新网讯 近日，宁德时代（300750）与传化集团在福建宁德正式签署战略合作协议。双方将整合在 智能制造、智慧物流与新能源技术、零碳解决方案领域的核心优势，共同推动产业绿色转型与智能化升 级，面向未来构建开放、协同、可持续的产业新生态。 据悉，此次合作将围绕三大主线展开，系统推进战略落地。一是在电池关键材料供应、仓储物流优化等 环节加强协同，构建更稳定、高效、绿色的供应链体系，为长远发展奠定基础；二是在物流运输、商用 车电动化、工商业储能、光储充换一体化网络、零碳社区与智慧农业等领域，通过技术融合与场景创 新，打造可复制、可推广的零碳示范项目；三是共同探索具身智能机器人在杭州等地的创新应用，推动 高端装备与新能源技术深度融合，培育面向"十五五"的新兴产业增长点。 此次战略合作，标志着双方关系从业务合作迈入生态共创的新阶段。双方将以杭州为战略支点，率先开 展本地化场景落地与模式共建，并将成功经验逐步辐射至浙江乃至全国，共同推动新能源全价值链的整 合与升级。 ...

长江商报消息 汽车零部件企业隆盛科技（300680.SZ）加码具身智能机器人布局。 根据12月12日公告，隆盛科技及控股子公司隆盛唯睿与无锡市滨湖区人民政府、蠡湖街道办事处签署合 作协议，计划在无锡滨湖区投资建设江苏隆盛唯睿具身智能机器人创新中心项目。 据悉，项目总投资额约3.5亿元，其中隆盛科技将承担约2亿元的土地及建设工程相关投资，控股子公司 隆盛唯睿负责创新中心的培育运营，对应投资额约1.5亿元，具体投资金额以实际投入为准。 合作协议显示，隆盛科技与无锡市滨湖区人民政府签署《新型工业用地投资发展监管协议》，获得位于 隐秀路和金水路交叉口西北侧、面积5166.6平方米的新型工业用地，用于项目建设；隆盛唯睿与无锡市 滨湖区蠡湖街道办事处签署的落地合作协议明确，该创新中心已获批江苏省工业和信息化厅相关项目。 公司表示，本次投资是深化机器人领域战略布局的重要举措，将依托滨湖区的政策支持与产业资源，深 化产业链协同创新，加速工业应用场景拓展，推动人形机器人产业生态完善与规模化发展。本次项目采 用"一体两翼"发展策略，以工业场景人形机器人特色整机本体为核心，同步强化"智能大脑"及一体化关 节模组、灵巧手等关键部件两 ...

Market Review - The equity market showed mixed performance last week, with the North Certificate 50 index rising the most by 2.79%, while the Shanghai Composite Index fell by 0.34% [5][6] - The bond market saw a collective decline in both short and long-term interest rates, with the 10-year government bond yield decreasing by 0.84 basis points to 1.840% [10][13] - The fund market reflected the equity market's influence, with the equity fund index increasing by 0.71% and the secondary bond fund index rising by 0.06% [16] Equity Product Allocation Strategy Event-Driven Strategy - The joint announcement by three departments to boost consumption suggests a focus on consumer-related funds such as Jiashi New Consumption A and Industrial Bank New Generation Consumption [18] - The release of the "Action Plan for Enhancing Elderly Care Service Capacity" indicates potential investment in the healthcare sector, with funds like Jiashi Mutual Selection A and Penghua Medical Innovation A being highlighted [19] - The opening of the "Robot World" emphasizes investment opportunities in AI and robotics, with funds like Huaxia Intelligent Manufacturing Upgrade A and Jiashi Frontier Innovation being recommended [20] Asset Allocation Strategy - The overall strategy suggests a balanced core plus a barbell approach, focusing on dividend and technology sectors, with recommended funds including Anxin Dividend Selection A and Jiashi Hong Kong Internet Core Assets [21][26] - The dividend assets are highlighted for their value in a low-interest-rate environment, supported by national policies encouraging regular dividends from companies [21] - The technology growth direction is emphasized due to government support and the global trend towards AI development, making tech companies increasingly attractive [22][23] Stable Product Allocation Strategy - The analysis indicates a continued net injection by the central bank, maintaining a loose monetary environment, which is favorable for the bond market [27] - Recent CPI and PPI data show a slight increase in consumer prices, while the Federal Reserve's recent rate cut aligns with expectations for a supportive monetary policy [28] - Recommended products include short-term bond funds like Nord Short Bond A and Guotai Lianan Medium and Short Bond A, with a focus on maintaining a conservative risk profile [33]

Core Insights - The robotics industry continues to thrive, with significant product launches and advancements in technology, as seen with the introduction of the ZHONGQING T800 and the launch of the 5000th Lingxi X2 robot by ZhiYuan Robotics [1][2] Group 1: Commercialization Progress - The robotics sector has seen a surge in investment and financing, with companies not lacking in capital as they transition from rapid growth to a more stable market environment [2] - In 2025, leading companies like Yushutech and UBTECH achieved impressive commercial results, with Yushutech securing nearly 1.2 billion yuan in orders and UBTECH exceeding 800 million yuan [3] - Different companies are adopting varied commercialization strategies, such as UBTECH's "strong alliances" approach, which focuses on partnerships with major manufacturers to enhance industrial applications [3][4] Group 2: Production Capacity - The ability to scale production is crucial for sustaining order fulfillment and generating repeat business, with companies needing to demonstrate reliable and cost-effective manufacturing capabilities [6] - UBTECH exemplifies a collaborative production path by partnering with automotive giants to validate their robots in real-world scenarios, thus refining their production standards [8][9] - ZhiYuan Robotics has shifted to a hybrid production model, combining in-house manufacturing with certified outsourcing to enhance production efficiency [10] Group 3: Diverse Application Scenarios - The industry is expected to focus on diversifying application scenarios, with industrial robots needing to meet high standards of endurance, precision, and stability [11] - In retail, smaller companies will increasingly adopt robots, emphasizing cost-effectiveness and user experience as key factors for market penetration [12] - The household robotics market is gradually expanding, with safety and interaction capabilities becoming essential, while companies aim to enhance public awareness of household robots' functionalities [12]