【四连板睿能科技：不从事机器人整机制造业务 前三季度应用到机器人领域的营收占比约1.02%】智通 财经12月2日电，睿能科技(603933.SH)发布股票交易异常波动公告，公司主要从事工业自动化控制产品 的研发、生产、销售业务和IC产品分销业务。公司不从事机器人整机制造业务。公司工业自动化控制产 品主要应用于纺织、机床加工、冶金、能源电力等领域，其中机器人不是主要应用领域，2025年前三季 度应用到机器人领域的营业收入金额约1,678万元，占公司营业收入比例约1.02%，后续公司工控产品在 机器人应用领域的业绩增长存在较大不确定性，对公司业绩无重大影响。此外，截至2025年12月1日， 公司股东平潭捷润已减持150万股，目前仍处于减持计划期间。 转自：智通财经 ...

Group 1 - The company Bertley (603596.SH) has established a lead screw company and a motor company focused on key components for robotics [1] - The robotics company is currently in the process of being set up, with production equipment for lead screws and motors in the selection phase [1] - Mass production is expected to be achieved by mid-next year [1]

Core Viewpoint - The GAIR conference serves as a platform for the transmission of knowledge and values in the field of artificial intelligence and robotics, emphasizing the importance of intergenerational dialogue and the continuation of academic and professional legacies [2][4][7]. Group 1: Historical Context and Legacy - Since its inception in 2016, GAIR has dedicated a stage each year to "inheritance," showcasing stories and spirits that deserve remembrance [5]. - The conference has hosted significant discussions, such as the "Chinese AI Leaders Roundtable" in 2019, where prominent scholars shared insights on the future of talent and technology development [5][24]. - The 2020 roundtable commemorating Thomas S. Huang highlighted the contributions of the late professor and the impact he had on the field of computer vision, fostering a sense of continuity among attendees [17][21]. Group 2: Intergenerational Dialogue - The upcoming GAIR 2025 will feature discussions on AI education and research spirit, with prominent figures like Professor Yang Shiqiang and Academician Guo Yike participating [3][26]. - The conference aims to bridge the gap between established scholars and young researchers, allowing the latter to engage with the historical depth of academic traditions [4][26]. - The narrative of passing the torch is evident as younger scientists are encouraged to carry forward the legacy of their predecessors, ensuring the continuity of knowledge and innovation in the field [21][27]. Group 3: Emotional Resonance and Community - The emotional connections formed at GAIR are significant, as seen in the heartfelt tributes to influential figures like Huang Xutao, which resonate deeply with attendees [19][21]. - The conference acts as a sanctuary for stories and memories, allowing participants to reflect on the contributions of past leaders while inspiring future generations [21][27]. - The sense of community fostered at GAIR is crucial for nurturing the next generation of AI researchers and practitioners, creating an environment where knowledge and passion can thrive [7][26].

Market Overview - The A-share market opened lower and continued to decline, with the Shanghai Composite Index down 0.42%, the Shenzhen Component Index down 0.68%, and the ChiNext Index down 0.69% [1] - The trading volume in the Shanghai and Shenzhen markets was approximately 1.6 trillion yuan, showing a decrease compared to the previous trading day [1] - More than 3,700 stocks declined, indicating a bearish sentiment in the market [1] Sector Performance - Sectors such as cross-strait integration, pharmaceutical commerce, and consumer electronics showed resilience and performed well against the market trend [1] - Conversely, sectors like lithium batteries and GPUs experienced significant declines [1] Market Outlook - Although there is no major adjustment risk currently, the upward momentum is weakening, and structural rotation is accelerating, suggesting a range-bound market in the near future [1] - The recommended investment direction remains "technology + anti-involution," with potential buying opportunities during pullbacks [1] - A "dumbbell" structure focusing on technology growth and cyclical dividend sectors that support stable growth and anti-involution is suggested as a favorable investment strategy [1] AI Developments - DeepSeek released version 3.2 of its model, achieving performance comparable to GPT-5 in reasoning capabilities, and slightly below Gemini-3.0-Pro, with strong reasoning, mathematical, and coding abilities [1] - The new version includes enhanced tool usage capabilities and maintains API pricing, providing a robust foundation for agent development and opportunities for ordinary AI players [1] ByteDance Innovations - ByteDance's Doubao team launched a technical preview of the Doubao mobile assistant, integrating the Doubao large model into the operating system, enhancing user interaction and experience [2] - The mobile assistant aims to leverage the capabilities of the Doubao model and partnerships with mobile manufacturers to create extensive application scenarios and commercial pathways [2] Investment Opportunities - Investors interested in AI applications in mobile devices and glasses can consider the Consumer Electronics ETF (561310) [2] - For those focused on automotive applications, the A-share Intelligent Automotive ETF (159889) and the Hong Kong Automotive ETF (520720) are recommended [2] - Investors in the robotics sector may look into the Robotics Industry ETF (159551) [2]

证券代码：000559 证券简称：万向钱潮 万向钱潮股份公司投资者关系活动记录表 编号：20251201 | | 优势，已具备该产品的研发和制造能力，目前尚未实现机器人精密万 | | --- | --- | | | 向节产品规模化量产。 | | | 3、 公司在机器人领域的产品后续还会在什么方向上布局？ | | | 答：公司产品覆盖机器人全系列关节精密轴、精密减速器及各类 | | | 关节专用轴承等，在前述产品的基础上，加上公司在汽车电子、控制 | | | 技术等方面的基础，后续也会考虑布局更多轴承产品及部件总成等产 | | 品。 | | | | 4、 公司如何解决在机器人项目中遇到的技术方面的问题？ | | | 答：公司目前主要服务于机器人行业头部客户。在机器人项目中， | | | 主要在产品高负载、长寿命、高自由度、高控制精度、轻量化以及规 | | | 模化生产的高效率、一致性等方面会遇到一些挑战。为此，公司重点 | | | 推进硬件改进、结构优化、效率提升与成本控制，将结合在万向节、 | | | 滚动轴承和传动轴系方面的硬核技术积累，拟通过摩擦方式调整、薄 | | | 壁化集成式结构设计、精密锻造成型技 ...

Core Viewpoint - The company, TaoTao Vehicle, focuses on providing outdoor leisure and electric mobility solutions, with a diverse range of products aimed at short-distance travel and outdoor activities [1] Group 1: Business Overview - The company offers electric mobility products, including electric low-speed vehicles, electric bicycles, and electric scooters, catering to community, indoor, and outdoor short-distance travel needs [1] - The company also specializes in outdoor specialty vehicles, such as all-terrain vehicles and off-road motorcycles, under the category of power sports [1] Group 2: Future Directions - In addition to its core business, the company is actively researching and maintaining interest in intelligent products, such as robots, and is exploring further sales opportunities in this area [1] - The company currently does not utilize equipment from Yizhiming [1]

Core Insights - The company, Henghui Security, announced on December 2 that it is making significant progress in the development and application of robotics, with multiple product lines advancing in parallel [1] Group 1: Robotics Development - The company has achieved substantial progress in various protective products for humanoid robots, including flexible joint protectors, protective gloves, waist seals, and helmet neck pieces, which have been successfully delivered [1] - The company is expanding its offerings from single material performance enhancements to integrated solutions that include tendon ropes, casings, clamps, and sensor modules [1] - The company is actively pursuing supplier qualification and integration for its robotics components [1] Group 2: Customization and Collaboration - The company is focusing on customized product development based on domestic and international client needs, including the development of robotic skin garments and gloves [1] - Samples have been sent to multiple robotics companies, including some overseas clients, and the company is actively promoting collaboration [1]

Core Insights - The company has achieved breakthroughs in the technology development of harmonic reducers, specifically in flexible wheels, leveraging its extensive experience in the can production equipment sector [1] - The company has signed strategic cooperation agreements with industry players, including Hefei International and Hezhi Technology, to stay aligned with the robotics market [1] - The company's subsidiary, Sileck Robotics, is participating in the new financing round of Zhongqing Robotics through its equity stake [1] - The development of the harmonic reducer related to flexible wheels is still in the early stages, indicating various uncertainties and risks [1]

Core Viewpoint - The article discusses Elon Musk's belief that AI and robotics can resolve the U.S. debt crisis without the need for tax increases or spending cuts, projecting that within three years, the output of goods and services driven by AI will outpace inflation [6][8][10]. Group 1: Economic Perspective - The current U.S. debt stands at an unprecedented $38 trillion, with interest payments exceeding military spending [6]. - Musk argues that the solution to the debt crisis lies in technological advancements rather than traditional fiscal measures, emphasizing the importance of "speed," "efficiency," and "system upgrades" [11][10]. - He predicts that the production of goods and services will surpass the rate of money supply growth, leading to deflation and a reduction in the real burden of debt [9][8]. Group 2: Technological Integration - Musk highlights the integration of his companies—Tesla, SpaceX, and xAI—into a cohesive technological ecosystem, where advancements in AI and robotics are central to this vision [13][19]. - The Optimus robot is positioned as a key component in this ecosystem, with plans for mass production starting next summer [16]. - Musk envisions a future where energy, computing power, AI, and robotics form a complete operational system, with Starlink serving as the communication backbone [18][19]. Group 3: Future of Work and Currency - Musk posits that as AI and robots fulfill all production needs, the concept of money may become obsolete, as labor distribution will no longer be necessary [21][23]. - He suggests that in a future where machines handle most tasks, work will transform into a choice driven by personal interest rather than necessity [24][25]. - The potential for universal high income will arise not from government subsidies but from machines providing abundant resources [24]. Group 4: Investment Insights - Musk expresses a strong belief in investing in AI and robotics companies, indicating that these sectors will generate significant value in the future [27][28]. - He identifies Google and Nvidia as particularly valuable investments due to their foundational work in AI [27][31]. - The article also discusses the shift in focus from AI training to inference, with Google’s TPU emerging as a strong competitor to Nvidia’s offerings [39][40].

Core Viewpoint - The company, Haon Automotive (301488.SZ), has indicated that its intelligent driving perception technology shares a "technological synergy" with robotics, suggesting a strong foundation for entering the robotics sector after years of development in automotive intelligent driving perception [1] Group 1 - The company has been deeply engaged in the field of intelligent driving perception for many years, indicating a robust technological and manufacturing capability [1] - The successful transition into the robotics field is supported by the company's established expertise in intelligent driving technologies [1]