Core Insights - RoboSense has achieved a significant milestone by delivering over 150,000 units of its LiDAR technology in November, indicating strong growth in the automotive and robotics markets [1] - The company is the only one globally to have developed a fully self-researched chip for the entire digital LiDAR process, which has received AEC-Q series automotive certification [4] Group 1: Product and Technology - RoboSense has established a unique product matrix of mass-producible digital LiDAR products based on SPAD-SoC and VCSEL digital architecture, supporting advancements in ADAS, Robotaxi, and autonomous delivery sectors [4] - The digital LiDAR products are recognized for their excellent performance, automotive-grade reliability, and high integration, leading to widespread acceptance across multiple fields [4] Group 2: Market Penetration - As of November 25, RoboSense's EM platform digital LiDAR has secured contracts with 13 automotive companies, including major brands like SAIC Audi and North American electric vehicle manufacturers, covering 56 vehicle models [4] - The EM4+E1 digital combination has been selected for Didi's next-generation Robotaxi, showcasing the company's influence in the autonomous driving sector [4] Group 3: Industry Impact - RoboSense's digital product solutions are being iteratively applied in markets such as autonomous delivery and robotic lawn mowers, positioning the company as a key driver of industry growth [4]

Core Insights - RoboSense has achieved a significant milestone with laser radar deliveries surpassing 150,000 units in November, driven by its self-developed chips and advanced digital architecture [1][4] - The company is the only global entity to have developed a complete in-house chip solution for digital laser radar, which has received AEC-Q series automotive certification [4] Group 1: Product and Technology - RoboSense has established a unique product matrix of mass-producible digital laser radar solutions based on SPAD-SoC and VCSEL digital architecture [4] - The digital laser radar products support various applications including ADAS, Robotaxi, unmanned delivery, and lawn mowing robots, facilitating significant advancements in intelligent robotics [4] Group 2: Market Recognition and Partnerships - The digital laser radar has gained widespread recognition across multiple sectors, with notable partnerships including 13 automotive manufacturers and 56 vehicle models in the automotive sector as of November 25 [4] - The EM4+E1 digital combination has secured a new generation of Robotaxi contracts with Didi, showcasing the product's applicability in autonomous driving [4]

转自：新华财经 "两地的互动互融越来越多，营商环境也愈发趋于一致。如在海南自贸港的诸多优惠政策中，最有吸引力的就是税收政策与免签政策，这既与南沙、前海等 粤港澳大湾区重要试点区域的政策保持一致，也与香港现行的相关政策内容逐步接近，成为让我们快速融入的重要因素之一。"香港新华集团投资总经理于 丁说。 新华财经海南博鳌12月4日电（记者翟卓、陈碧琪）战略绘蓝图，实干见真章。在2025企业家博鳌论坛期间，海南自由贸易港推介专场于4日成功举办，来自 粤港澳大湾区、东北地区以及海南本地等地区的企业家代表齐聚一堂，分享走进海南、投资海南、深耕海南的实践与展望，感悟在自贸港投资兴业的蓬勃力 量。 据介绍，香港新华集团已在海口注册了海南区域总部企业，并搭建了"海南粤港澳大湾区投资咨询服务中心"，联络粤港澳大湾区的企业和企业家来到海南自 贸港投资兴业，并为他们落地海南做好服务。 作为我国"最北"与"最南"的省份，黑龙江省与海南省虽然相距千里，但在国家对外开放与区域协调发展的战略布局中紧密相连、互为支撑。 图为海南自由贸易港推介专场活动现场 在黑龙江省新产业投资集团有限公司董事长王冬看来，海南自贸港的建设与黑龙江打造向北开放新高 ...

格隆汇12月4日丨星宸科技(301536.SZ)在互动平台表示，公司智能机器人已在全球前五大品牌中有大量 出货，根据Frost&Sullivan数据，全球市占率领先。同时，也已就具身智能机器人（大小脑）、大型户 外庭院机器人、服务机器人等前沿形态与众多品牌客户持续对接布局。 ...

Group 1 - The meeting focused on the development trends and prospects of the embodied intelligent robotics industry [1] - Discussions included the expansion of intelligent robotics companies into overseas markets and cross-border industrial cooperation [1]

Core Insights - The report indicates that Li Auto (02015) is facing pressure on net profit and gross margin due to the MEGA recall, with Q3 2025 revenue dropping to 27.36 billion yuan, a year-on-year and quarter-on-quarter decline of 36.2% and 9.5% respectively [1][3] - The company is expected to deliver between 100,000 to 110,000 vehicles in Q4 2025, representing a year-on-year decrease of 37% to 30.7%, with projected total revenue between 26.5 billion to 29.2 billion yuan, a year-on-year decline of 40.1% to 34.2% [1][3] - CEO Li Xiang announced a return to a startup management model starting Q4 2025, focusing on deeper dialogues, user value, efficiency, and identifying key issues rather than creating information asymmetry [2][4] Financial Performance - In Q3 2025, Li Auto reported a GAAP net profit of -624 million yuan, a decline of 3.445 billion yuan year-on-year and 1.721 billion yuan quarter-on-quarter [1][3] - The gross margin for Q3 2025 was 16.3%, down 5.2 percentage points year-on-year and 3.8 percentage points quarter-on-quarter; excluding the impact of the MEGA recall, the gross margin would have been 20.4% [1][3] - The vehicle gross margin was 15.5%, down 5.4 percentage points year-on-year and 3.9 percentage points quarter-on-quarter, with an adjusted margin of 19.8% excluding recall costs [1][3] Future Outlook - The company has adjusted its revenue forecasts for 2025-2027 to 111.9 billion, 156.2 billion, and 178.6 billion yuan, reflecting year-on-year changes of -23%, +40%, and +14% respectively [2][4] - Projected net profit for the same period is 1.592 billion, 6.878 billion, and 10.975 billion yuan, with year-on-year changes of -80%, +332%, and +60% respectively [2][4] - The company plans to redefine its product form beyond electric vehicles to "embodied intelligent robots," with AI system products based on the self-developed M100 chip expected to start delivery in 2026 [2][4]

Core Viewpoint - Li Auto-W is expected to face challenges in Q4 2025, with significant declines in both revenue and net profit due to the impact of the Li MEGA recall event [4][6][9] Financial Performance Expectations - Q4 revenue is forecasted to be between 27.562 billion to 39.653 billion RMB, representing a year-on-year decline of 37.7% to 10.4% [1][7] - Q4 net profit is projected to range from -5.42 billion to 6.161 billion RMB, with a year-on-year change of -115.4% to 74.9% [1][7] - Adjusted net profit for Q4 is expected to be 431 million RMB, reflecting a year-on-year decrease of 89.3% [1][7] Business Strategy and Developments - The company has implemented a dual supplier model for the Li i6 battery starting in November, aiming to increase monthly production capacity to 20,000 units by early 2026 [5][9] - A major redesign of the L series models is planned, with a focus on simplifying the SKU configuration and equipping all products with 5C ultra-fast charging technology [5][9] - CEO Li Xiang announced a return to an entrepreneurial management model, focusing on embodied intelligent robotics, with plans to deliver AI system products powered by the self-developed M100 chip in 2026 [4][6][9] Market Outlook - Despite the challenges faced in Q3 2025, including a decline in sales and revenue, the company anticipates growth in sales and revenue from 2025 to 2027, with improvements in both GAAP and non-GAAP net profit margins [6][9]

以下文章来源于最华人 ，作者华人作者团 最华人 . 有华人的地方，就有最华人。 关注华人商业领袖、创业者及商业案例； 洞察科技制造、品牌出海、产 业革新等。 "2022中国正能量网络精品"获得者。 来源丨最华人（ID： wcweekly ） 作者丨 薛晨飞 图源丨Midjourney 刚结束的全运会上，一个名叫"夸父"的机器人成为0号火炬手，在随后的比赛中，又有3台机器人作为 颁奖嘉宾，手托奖牌为运动员颁奖。这些情景不难让人产生联想，人形机器人走进现实生活，是否已 经在不远的未来。 今年被称为"人形机器人量产元年"，因此也带火了整个国内的机器人圈子。多家机器人公司更是受到 资本的青睐，要么在融资加速研发，要么准备IPO进入资本市场，开始大展拳脚。 其中很多公司的创始人和团队，都来自东北一所低调的985大学——哈尔滨工业大学。他们还有一个 共同的特点，就是开始创业的时候都非常年轻。 今天我们就来看看哈工大和机器人"小天才"们的故事。 造机器人"英雄出少年" 哈工大的校友在国内机器人领域创业的人数众多，而且有一个突出的特点，就是这些创业者都特别年 轻。 冷晓琨：比马斯克还早5年造机器人 2025年11月2日，完成 ...

Core Viewpoint - The report from Zheshang Securities highlights Yinlun's leadership in automotive thermal management and its expansion into new growth areas such as data centers and robotics [1] Business Structure - The company's passenger vehicle segment is performing strongly, leading the market [1] - The digital energy business is experiencing rapid growth, while the commercial vehicle and non-road segments maintain stable contributions [1] - The robotics business is positioned for future benefits due to anticipated market expansion [1] Industry Position - As a veteran in domestic thermal management, the company is expected to benefit from the increasing penetration of new energy vehicles in the passenger car sector [1] - The commercial vehicle and non-road segments are likely to see industry recovery and breakthroughs with overseas clients [1] Future Growth Potential - The company is leveraging its extensive experience and technological reserves in its core business to expand into emerging fields such as AI liquid cooling and embodied intelligent robotics [1] - This strategic expansion is aimed at ensuring sustainable development in the future [1] Investment Rating - The company has been given a "Buy" rating based on its strong market position and growth prospects [1]

据了解，近日，中联重科大吨位工程起重机在西芒杜矿区实现重磅批量交付，随即投入矿区核心基础设 施建设，此次批量交付的产品包括ZCC7200、ZCC3200V-1等履带起重机，以及ZRT600、ZRT700、 ZTC850V、ZTC250V等明星轮式起重机。华鑫证券指出，中联重科业务结构多元协同，新兴业务多点 突破。传统工程机械主业巩固领先地位，高空机械、矿山机械等新兴业务高增，具身智能机器人落地推 进，形成"传统+新兴"双轮驱动格局。 智通财经获悉，中联重科(01157)涨近3%，截至发稿，涨2.46%，报7.5港元，成交额1440.29万港元。 本文源自：智通财经网 消息面上，据智研咨询研究报告指出，2024年，全球矿山领域的运输设备市场规模从2020年的1729亿元 增长至2263亿元，占矿山设备的比重从2020年的29.49%扩大至30.72%；预计2025年全球矿山领域的运 输设备的市场规模有望达到2416亿元，占矿山设备的比重有望扩大至31.14%。 ...