登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002126 证券简称：银轮股份 公告编号：2025-047 债券代码：127037 债券简称：银轮转债 浙江银轮机械股份有限公司 关于签订《合资设立公司协议》暨对外投资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、对外投资概述 浙江银轮机械股份有限公司（以下简称"公司"或"丙方"）与苏州伟创电气科技股份有限公司（以下简 称"伟创电气"或"甲方"）、深圳市科达利实业股份有限公司（以下简称"科达利"或"乙方"）、上海开普 勒机器人有限公司（以下简称"开普勒"或"丁方"）和深圳市伟立成长企业管理咨询合伙企业（有限合 伙）（以下简称"伟立成长"或"戊方"）签订《合资设立公司协议》，拟共同出资设立苏州依智灵巧驱动 科技有限公司（以下简称"依智灵巧"或"合资公司"，具体名称最终以公司登记机关核定为准）。其中： 公司投资1,000万元，持股比例为20%。资金来源为公司自有资金。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号一一主板上市公 司规范运作》《深圳证券交易所上 ...

Suspension and Resumption of Trading - *ST Yazhen has repeatedly triggered abnormal stock trading fluctuations and will be suspended for verification starting tomorrow [1] Investment Cooperation and Operating Conditions - Hesheng New Materials plans to invest 250 million yuan to increase its stake in Yizhi Electronics, expecting to hold 10% of the company post-investment. Yizhi Electronics specializes in the R&D, design, and sales of high-end processors for servers and workstations, providing chip product solutions [2] - Xingye Securities has not received any information regarding a merger with Huafu Securities [2] - Keda Li intends to jointly invest with Weichuang Electric to establish Suzhou Yizhi Intelligent Drive Technology Co., focusing on the market potential of embodied intelligent robots [2] - Tianfu Communication's 1.6T optical engine product is in a stable delivery phase, with smooth progress on related CPO products [2] - Shuangliang Energy has signed a sales contract for a 450 million yuan green hydrogen production system [2] - Junshi Biosciences' subsidiary JT118 injection clinical trial application has been accepted, aimed at preventing monkeypox virus infection [3] - Xingsen Technology plans to participate in the purchase of a 24% stake in its subsidiary Xinke Semiconductor [4] - Tianci Materials intends to invest approximately 280 million USD to build an integrated production base for electrolytes and raw materials in Morocco [5] - Shaanxi Construction has won a bid for a melamine project in Indonesia worth 2.137 billion yuan, with an annual production capacity of 120,000 tons [6] - Changyuan Donggu has received a notification from a well-known domestic automaker, confirming it as a designated supplier for a series of engine cylinder block semi-finished products, with total sales expected to be between 450 million and 500 million yuan [6]

不到半个月时间里，第5家机器人公司在港股递表。 三位浙大校友创业，打造了一家以"机器人大脑"为核心业务的公司——上海仙工智能，并计划通过18C章程，在港交所主板挂牌上市。 所谓18C章程，就是港交所考虑到特专科技企业普遍存在高研发投入、长盈利周期的特点，在2023年专门为这类公司量身定制的上市规则，之前黑芝麻智 能就是通过这种方式成功上市。 如今，成立时间不过5年，这家公司已经跃居行业龙头，成为"机器人大脑"的全球销冠，估值翻了10倍。 主攻"大脑"的机器人公司 上海仙工智能（以下简称"仙工"），是一家以控制系统为核心的智能机器人公司。 控制系统类似于机器人的"大脑"，一般由控制器和软件构成。 控制器负责机器人本体的感知定位、智能决策和运动控制，云端软件则负责向机器人下达任务指令。 在机器人行业，仙工的资历其实算不上老。从2020年正式成立，至今不过6年时间，仙工却已将业务迅速膨胀，范围覆盖全球超过30个国家和地区。 据灼识咨询数据，在全球机器人控制器出货量中，仙工已经连续两年排名第一。 深究其飞速成长的原因，或许可以总结成一个关键词：适配性强。 仙工的核心业务，现在已经被整合为"控制器+软件+机器人"的一站 ...

Group 1: Industry Overview - The embodied intelligent robot industry is gaining global attention as a key focus area in the technology wave [1][2] - Shandong Province, particularly Qingdao, is positioning itself as a significant innovation hub and manufacturing center for humanoid robots within its "10+1" industrial system [1] Group 2: Company Developments - Leju Zhijia (Qingdao) Robot Technology Co., Ltd. has introduced the "Kua Fu" robot, which showcases high flexibility and intelligence, capable of performing complex tasks and customizable functions [1] - Shandong Zhuoye Medical Technology Co., Ltd. has developed the world's first AI percutaneous puncture surgical navigation robot, enhancing precision in minimally invasive treatments [2] Group 3: Technological Advancements - The integration of chips, sensors, and software is crucial for the embodied intelligent robot industry, with Qingdao establishing a comprehensive industrial chain covering key components and applications [2] - Key component manufacturers like Guohua (Qingdao) Intelligent Equipment Co., Ltd. and Hexagon Intelligent Manufacturing Technology (Qingdao) Co., Ltd. are achieving advanced performance levels and providing effective solutions for humanoid robots [2] Group 4: Application Expansion - Qingdao enterprises have made significant strides in various application scenarios, with Haier launching multiple robot products for factory and home services [3] - The city has recently announced over 60 super scenarios covering children's and elderly services, smart homes, and industrial manufacturing to accelerate the commercialization of embodied intelligent robots [3]

Economic and Regulatory News - The first meeting of the China-US economic and trade consultation mechanism has entered its second day, with discussions described as professional, rational, in-depth, and candid by Li Chenggang, the Deputy Minister of Commerce [1] - The State Administration for Market Regulation has publicly solicited opinions on the "Live E-commerce Supervision Management Measures" to enhance supervision and promote healthy development in the live e-commerce sector [1] - The Ministry of Commerce has extended the anti-dumping investigation period for imported pork and pork products from the EU until December 16, 2025, due to the complexity of the case [1] Company News - BYD Auto has announced a unified payment term of 60 days for suppliers to support the stability of the industrial supply chain and promote high-quality development in the automotive industry [2] - Tencent Music Entertainment Group plans to acquire 100% of Himalaya for $1.26 billion in cash and stock, with Himalaya stating that its brand, product independence, and core management team will remain unchanged [3] - Chengdu Huami has successfully launched a 4-channel, 12-bit, 16GSPS high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Dongfang Electric has signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, leveraging each other's strengths in product development and market expansion [5] - Haiguang Information and Zhongke Shuguang will hold an investor briefing on June 11, 2025, regarding significant asset restructuring matters [6][7] - Qu Mei Home announced that a director sold 58,000 shares during a period of abnormal stock trading, which saw a cumulative price increase of over 20% [7] - Guangting Information plans to acquire 100% of Kaima Technology for 360 million yuan, aiming to integrate resources and enhance cooperation in overseas markets [7]

Core Points - The 2025 Nanjing Software Conference will be held from June 17 to 19, focusing on "Industrial Software Empowering Intelligence and Open Source Innovation Empowering" [1] - The conference will feature key reports and innovations in industrial software and related sectors, with participation from leading companies and experts [2][4] Group 1: Highlights of the Conference - Highlight 1: The conference will prominently feature industrial software, with the release of the "China Industrial Software Industry Development Research Report (2025)" and the "Software Industry High-Quality Development Zijin Index (2025)" [2] - Highlight 2: A showcase area will be set up to display achievements in industrial software applications, with over 30 organizations participating to present their innovations and practices [2] - Highlight 3: The conference will host four supply-demand matching activities focused on industrial software, promoting resource aggregation and discussions [3] Group 2: Industry Resource Aggregation - Highlight 1: The conference will unite leading enterprises to host various industry activities related to emerging sectors such as artificial intelligence and intelligent robotics [4] - Highlight 2: Collaborative events with national think tanks will take place, including discussions on software industry development and AI-enabled innovations [4] - Highlight 3: The conference aims to share cutting-edge technologies and foster project collaborations to support industry growth [4] Group 3: Focus on Practical Industry Development - Highlight 1: The conference will showcase the latest developments in key software areas, including EDA software and artificial intelligence [5] - Highlight 2: Significant software projects will be signed during the conference, highlighting the city's advancements in software innovation [5] - Highlight 3: An "Industrial Software Development Ecological Tour" will be organized to promote industry integration and attract investment [5]

Group 1 - Robotech clarified that it is not being excluded from the supply chain by major companies like Nvidia, TSMC, Huawei, SpaceX, Samsung, and Broadcom, indicating stable business operations [1] - The company focuses on high-end automation equipment and intelligent manufacturing execution systems based on industrial internet technology [1] - Investors are encouraged to monitor the company's core technology innovations and market expansion for long-term investment value [1] Group 2 - Jinyinhai announced that its recent strategic cooperation in solid-state battery development will not have a significant short-term impact on its performance [2] - The company's stock experienced abnormal fluctuations, with a cumulative price increase of over 30% in three consecutive trading days, reflecting market optimism regarding the solid-state battery collaboration [2] - Investors should pay attention to the progress of the cooperation and market changes to assess the company's long-term value more comprehensively [2] Group 3 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to develop flexible fabric pressure sensors and robotic electronic skin [3] - This partnership aims to leverage each company's strengths in product development, production management, and application scenarios, targeting automotive and consumer technology markets [3] - The collaboration is enhanced by the backing of Xiaomi Technology, suggesting potential new developments in the smart robotics field [3]

Group 1 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to expand the application of flexible fabric pressure sensors in automotive and consumer technology sectors, and to actively develop robotic electronic skin [1] - Shanghai Zhishi's strategic shareholder, Xiaomi Technology, is actively investing in the field of embodied intelligent robots, and has initiated joint research with other leading companies in the same sector [1] - The electronic skin industry in China is expected to see increased production capacity, with a significant rise in order volume reported in a precision coating workshop in Jiaxing, Zhejiang, leading to 24-hour production schedules [1] Group 2 - According to Dongwu Securities, electronic skin and tactile sensors will first penetrate the fingertips and joints of dexterous hands to enhance the ability to handle complex tasks, followed by wrists, shoulders, knees, and thighs to improve robot interaction capabilities, eventually covering the entire body for generalization and intelligence [1] - Dongwu Securities estimates that by 2035, the global demand for humanoid robots will reach 11.65 million units, with the market for electronic skin and tactile sensors potentially reaching 17.5 billion yuan [2] - Hanwei Technology's flexible micro-nano sensor business is primarily conducted by its subsidiary Suzhou Nengsida, and the company has also invested in Weihan Technology, which focuses on flexible sensors [3] - Fulei New Materials is developing flexible tactile sensors and aims to become a supplier of multi-modal perception system integration [4]

2025 年 6 月 9 日 行业研究 Optimus 项目负责人宣布离职，工程机械景气度持续复苏 ——机械行业周报 2025 年第 23 周（2025.6.2-2025.6.8） 机械行业 买入（维持） 作者 分析师：黄帅斌 执业证书编号：S0930520080005 0755-23915357 huangshuaibin@ebscn.com 分析师：陈佳宁 执业证书编号：S0930512120001 021-52523851 chenjianing@ebscn.com 分析师：汲萌 执业证书编号：S0930524010002 021-52523859 jimeng@ebscn.com 分析师：李佳琦 执业证书编号：S0930524070006 021-52523836 lijiaqi@ebscn.com 分析师：庄晓波 执业证书编号：S0930524070018 0755-25310400 zhuangxiaobo@ebscn.com 联系人：夏天宇 xiatianyu@ebscn.com 重点子行业观点 人形机器人： 6 月 7 日，东风柳州汽车有限公司与智平方（深圳）科技有限公司在深圳正式签署 战略合 ...

进入2025年，新一轮科技革命和产业变革浪潮奔涌，人工智能深度赋能实体经济，全球制造业格局加快重塑。作 为人工智能产业发展重点领域之一，"具身智能"今年也首次写入政府工作报告。 智能机器人是"具身智能"的典型 终端产品。目前，我国智能机器人产业正从硬科技突破与场景化落地双向发力， 成为构建新质生产力的关键引 擎。 近期，相关机构归纳总结了当前国产智能机器人产业十大趋势，并对产业链上下游细分赛道中掌握先进核心技术 或占据领先市场份额的30家代表性领军企业（见附件）进行多维度数据分析，形成《2025年国产智能机器人企业 竞争力报告》。 报告旨在从产品能力、商业潜力、研发实力、第三方评价、融资能力等维度，构建智能机器人企业评估体系，梳 理描绘我国智能机器人产业发展脉络、生态格局和企业及区域分布图谱等，并精准识别兼具技术领先性与商业可 持续性的标杆企业，为地方政府及相关机构的政策制定、资本资源配置与产业生态协同等提供决策参考。 报告研究显示，我国智能机器人产业呈现出以下十大发展趋势： 一、 模块化人形智能机 器人逐步 满足差异化场景需求 为紧密跟踪分析我国智能机器人产业高速发展态势，瞭望财经人工智能课题组将不定期更新 ...