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人形机器人,到底能不能投资?
3 6 Ke· 2025-05-27 01:36
Group 1: Core Insights - Humanoid robots can drive smarter automation, reduce costs, and enhance human labor productivity, but improper investment questions can lead to high costs and counterproductive outcomes [1][4] - The rapid development of general-purpose humanoid robots, driven by advancements in generative AI, mechatronics, and simulation technology, may reshape labor dynamics across various industries [3][4] - The cost of manufacturing humanoid robots has decreased by 40% in recent years, with projections indicating a drop from approximately $58,000 to $20,000 per robot by 2032 [4] Group 2: Investment Considerations - Companies must evaluate the specific roles humanoid robots can play in their operations, focusing on areas where they can outperform traditional industrial robots and create greater value [6] - A comprehensive cost-benefit analysis is essential for humanoid robot investments, considering both direct and indirect costs, with Robot as a Service (RaaS) offering a more cost-effective entry point [12] Group 3: Application Areas - Humanoid robots have proven valuable in manufacturing and warehousing, addressing labor shortages and performing hazardous tasks, with 58% of large factory managers believing they will become a cost-effective assembly standard by 2040 [7] - In healthcare, humanoid robots can assist with daily tasks for the elderly and those with special needs, demonstrating positive outcomes in social interaction and communication skills for children with autism [9] - In customer service, humanoid robots are increasingly being adopted in retail and hospitality sectors, particularly for tasks that are monotonous, dangerous, or repetitive [10] Group 4: Integration and Collaboration - Effective integration of humanoid robots into existing processes requires a focus on optimizing broader organizational workflows rather than isolated tasks [13] - Ensuring safe collaboration between personnel and humanoid robots is crucial, necessitating a culture of human-robot collaboration and adherence to safety best practices [14][15] Group 5: Future Outlook - The future of work is evolving with humanoid robots becoming integral to the workforce, offering new growth opportunities, efficiency improvements, and enhanced innovation capabilities [17]
数字技术如何更好赋能长江流域综合治理?
我国江河水系众多,保护治理是一个庞大复杂的系统工程,必须坚持数字赋能,依托现代信息技术变革 治理理念和治理手段。近年来,数字技术的深度应用显著提升了长江流域的管理效率,推动了生态环境 改善与资源优化配置。 数字技术应用在长江流域综合治理中取得积极成效 数据共享存在障碍。流域内水利、水电、航运、生态等涉水行业的海量数据来源广泛、格式多样,数据 整合难度较大,难以形成统一的数据标准和规范,阻碍了跨部门数据的深度分析与应用。受部门利益、 数据安全等因素影响,部分单位对数据共享积极性不高,存在 "数据孤岛"现象。一些关键数据仅在本 部门内部流通,未能实现跨区域、跨部门的高效共享,使得数字技术在协同治理中的优势无法充分发 挥,降低了综合治理效率。 数字技术应用深度不足。目前长江流域综合治理中应用的数字技术,如高端遥感图像处理算法、高精度 水文模型、复杂生态系统模拟软件等,核心技术多依赖国外引进;多技术融合应用不够深入,多以单项 技术为主,如单纯利用物联网进行水质监测,或仅依靠卫星遥感获取地理信息,缺乏多种数字技术的深 度融合与协同应用。航运管理领域的智能调度系统,与区块链技术、5G 通信的结合仍处于初级阶段, 无法充分 ...
高工云看展③:产线工艺革新赋能锂电智造升级
高工锂电· 2025-05-26 11:01
6月会议预告 2025高工钠电 产业峰会 主办单位: 高工钠电、高工产业研究院(GGII) 总冠名: 众钠能源 会议时间: 6月9日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 2025高工固态电池 技术与应用峰会 主办单位: 高工锂电、高工储能、高工产业研究院(GGII) 总冠名: 利元亨 会议时间: 6月10日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 锂电行业正面临深刻技术变革,集中表现在需求侧性能迭代加快,规模化降本要求日益严苛。 这很大程度上都对电芯设备产线提出新的改进要求,在电芯制造过程,如涂布、卷绕等核心环节,其生产的稳定性、一致性直接影响电芯的性能表现。 与此同时,在生产效率上, AI 大模型、数字孪生等技术创新驱动下,制造业正加速向"极限制造"目标迈进——即以"极限成本、极限良率、极限产能及 极限节能减排"为核心,推动生产模式从经验驱动向数据驱动的深度转型。 5 月 15 日,高工锂电 "云看展" 系列——技术跃迁:下一代电池智造升级解决方案 ,带领观众走进 高能数造、思客琦、华视集团、逸飞激光、大族锂 电、瑞能股份 等企业,探究智能装备企业如何通过多链路创 ...
湖湘风潮闪耀深圳文博会
Chang Sha Wan Bao· 2025-05-25 14:56
Core Insights - The 21st China (Shenzhen) International Cultural Industries Fair showcases the integration of culture and technology, highlighting Hunan's cultural heritage and innovative practices [1][3][5] Group 1: Event Overview - The event runs from May 22 to May 26, featuring Hunan's exhibition themed "Huxiang Culture and Sci-tech Future" [1] - The exhibition includes various sections such as the main image area, comprehensive exhibition of cultural and technological integration, and a special area for audio-visual industries [1] Group 2: Technological Innovations - Wanxing Technology launched the Wanxing Miaoying Hongmeng version, a video editing software that offers over 20 features optimized for Huawei's HarmonyOS [1][9] - The Ma Lan Mountain Audio-Video Laboratory presented eight proprietary audio-visual technologies, including a dual-lens AI live streaming camera and a wireless sound system that enhances home audio experiences [7][9] Group 3: Cultural Exhibits - The Hunan Broadcasting System showcased a digital restoration of cultural relics, integrating technology with storytelling to present the history behind artifacts [3][5] - Interactive digital display cabinets developed by Hunan Museum and Hongrui Cultural Heritage Group allow visitors to engage with artifacts, providing historical context and narratives [5] Group 4: Future Prospects - The Ma Lan Mountain Micro Short Drama Intelligent Translation Center aims to produce over 10,000 high-quality translated micro short dramas by 2025, utilizing advanced AI translation tools [9]
国电南瑞主业发展稳健 新兴业务及海外业务去年增速亮眼
Zheng Quan Ri Bao Wang· 2025-05-25 12:44
据郑宗强介绍,目前,国电南瑞重点拓展东南亚、中东、西亚、中亚、拉美区域业务,持续关注欧洲电 网基础设施升级改造及直流输电、储能等项目机会,通过技术交流合作等方式适时参与电网稳定控制、 大规模可再生能源接入控制等业务。 科技部国家科技专家库专家周迪在接受《证券日报》记者采访时表示:"2024年,国电南瑞营业收入、 净利润、资产总额等均创历史新高,显示出公司强大的盈利能力和良好的发展态势。从各大业务来看, 公司电网主业'压舱石'作用明显,公司抓住特高压、抽水蓄能发展机遇,在传统优势领域订单量持续增 加,支撑业绩稳定增长。此外,公司新兴业务及海外业务亮眼,拓展成果显著,为公司发展开辟了新的 增长空间。" 国电南瑞主要从事智能电网、数能融合、能源低碳、轨道交通及工业自动化设备的研发、设计、制造、 销售、工程服务与总承包业务。 作为能源电力行业国内领先的信息化整体解决方案提供商,公司强化数能融合,推动人工智能算法在电 力调度中的应用,布局人工智能、数字孪生等数字技术在电力中的应用攻关方向,提升业务效率与服务 质量。2024年,公司数能融合业务实现收入123.6亿元,同比增长11%,毛利率为22.4%。 2024年,国电 ...
2025年7月10-11日,与您相约无锡!
起点锂电· 2025-05-23 10:15
2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 聚焦新技术 拓展新市场 时间: 7月10-11日 地点: 江苏无锡锡山区 一、活动背景及亮点 二、活动组织架构 活动名称: 2025第五届起点两轮车换电大会及轻型动力电池技术高峰论坛 起点研究院(SPIR)权威发布《2025中国两轮车换电及电池TOP排行榜及行业白皮书》, 覆盖智能电动两轮车出货量TOP10、两轮车换电运营商TOP10、两轮车电池BMS出货量 TOP5,两轮车换电柜出货量TOP5、中国电动两轮车用锂电池出货量TOP10、中国电动两轮 车用钠电池出货量TOP5等细分权威榜单,为行业树立标杆,为投资及采购决策者提供参 考; 政策支持、即时配送需求及技术升级等主要驱动力影响下,全球两轮车换电市场高速增长, 基于产业链整合优势,中国企业将迎来新一轮布局风口,电池安全、下沉市场覆盖及成本优 化等挑战急需解决; 上下游企业加速研发高安全、高倍率、高能量密度、长循环寿命、低成本、高低温等细分性 能优势电池产品; 海内外轻型动力及中小储能市场高速增长,低空飞行、移动电动工具、人形/智能机器人、 智能家居、智慧储能等热门应用场景进入高速发展期,新一轮 ...
AI焕活文化 “中国文化产业第一展”激起跨洋涟漪
南方财经全媒体记者 陈思琦 深圳报道 AI"一键换装"初唐刺绣半袖间色裙,人形机器人悠然坐在古筝前"弹奏"一曲《小城故事》,历史文化与前沿科技在同一方天地下碰撞融合。 另一边厢,印度细密画、埃及纸莎草、非洲手鼓、巴西风味咖啡豆等商品琳琅满目,一条绵长多彩的世界文化连廊跃然眼前。 5月22日,第二十一届中国(深圳)国际文化产业博览交易会(简称"文博会")正式开幕。 本届文博会为期5天,共组织6280家政府组团、文化机构和企业线上线下参展,比上届增加224家,展出文化产品超12万件,并有4000多个文化产业投融资项 目现场展示与交易。 南方财经全媒体记者走访发现,偌大的展馆内,AI与智能机器人成为最活跃的"主角"。本届文博会首设人工智能展区,邀请60多家AI领域知名企业参展,深 度求索DeepSeek、腾讯混元大模型现场"百模大战",宇树、众擎、乐聚等形态各异的具身智能机器人也悉数到场,或弹奏乐器、或幽默互动,吸引众人驻足 围观。 值得一提的是,今年文博会的"国际朋友圈"仍在持续扩容,共有65个国家和地区、305家海外展商线上线下参展,国际化占比提升至20%,共建"一带一 路"国家参展数量创历史之最。 (机器人成 ...
中远海科:2025年继续保持战略定力 提供有价值的数字化赋能产品和数据服务
Quan Jing Wang· 2025-05-22 10:11
Core Viewpoint - The company aims to maintain strategic focus in 2025, actively engaging with the service market and tracking the shipping logistics industry's demands while leveraging its competitive advantages in technology, product quality, and brand reputation to provide valuable digital empowerment products and data services [1][2]. Group 1: Strategic Initiatives - The company plans to enhance marketing efforts for productized and platform-based services, such as its core products and platforms including Ship Vision, Navigation Security, and iShipping, to increase the proportion of high-quality business and improve gross profit levels [2]. - Establishing a major client management center to strengthen operations with both internal and external large clients is a key initiative [2]. - The company will focus on its core business, aiming to strengthen its digital shipping and supply chain services, leveraging the rich application scenarios of the China COSCO Shipping Group to build core competitiveness and expand its business [2]. Group 2: Industry Focus and Development - The company is accelerating the development of digital shipping products for external markets and advancing the smart shipping industry, which includes smart vessels, smart ports, smart shipping services, smart operations, and smart regulation [2]. - There is a commitment to optimizing and upgrading the structure of digital city and transportation businesses, with a strong emphasis on the digital transformation of transportation infrastructure, artificial intelligence, and data application platforms and products [2]. - The company will increase research and development efforts on products that address client concerns such as inspection, overload control, cost reduction, maintenance, and energy conservation, aiming to enhance overall revenue and profit levels [2].
财经聚焦|人工智能+机器人,如何打造未来“超级工厂”?
Xin Hua She· 2025-05-22 09:21
当前,智能工厂梯度培育取得初步成效。全国已建成3万余家基础级智能工厂、1200余家先进级智能工 厂、230余家卓越级智能工厂。 这是中国工厂的新变化:机械臂能够根据环境变化自动调整工作参数;将大量传感器置于生产线,每道 工序可由"数字大脑"精准控制;依托工业大模型,一个生产环节可以联动整条供应链…… 业内人士认为,人工智能与机器人技术正以前所未有的速度重塑生产逻辑。伴随着更高效、更智能 的"超级工厂"涌现,制造业加速步入"智造时代"。 机器人"操作员"持续进化 更智慧、更灵活——这是当下工厂里工业机器人应用的写照。 记者近日在汽车、电子、纺织等行业调研发现,通过AI赋能,工业机器人增加了感知、理解任务等功 能,提高了动作灵活性,正从传统的自动化机械装置向具身智能加速进阶。 实现"手眼协同"。在山东邹城珞石智能制造产业园,一台搭载力觉与视觉传感器的协作机器人正精准演 示电脑USB接口装配。机械臂如同被赋予人类触觉与视觉,在插接过程中实时感知接触力,动态调整角 度与力度。珞石机器人首席执行官庹华说,通过人工智能技术增强机器人的感知决策能力,这款机器人 可胜任微米级精密装配。 国投招商先进制造产业研究院资深研究员宋 ...
金融百家|激活演旅融合动能 助力文化强国建设
Core Viewpoint - The development of the performing arts economy in China is thriving, significantly contributing to cultural confidence and national cohesion, while also driving economic growth through the integration of performance and tourism [1][2][5]. Group 1: Industry Growth and Economic Impact - The national performance market is projected to generate a total revenue of 79.629 billion yuan in 2024, reflecting a year-on-year growth of 7.61% [2]. - Large-scale performances maintain an average cross-city attendance rate of over 60%, indicating a strong trend of "performance-driven tourism" [2]. - The integration of performance and tourism is reshaping the cultural and tourism industry landscape, becoming a new engine for economic development and meeting the spiritual and cultural needs of the people [1][2]. Group 2: Consumer Demand and Technological Influence - Rising living standards have led to increased demand for high-quality cultural experiences, with consumers willing to pay for engaging performances that evoke emotional resonance [3]. - Emerging technologies such as digital twins and artificial intelligence are enhancing the audience experience by allowing virtual previews of performances and personalized recommendations based on viewing history [3]. Group 3: Government Initiatives and Policy Support - Local governments are recognizing the potential of performance and tourism integration for urban development, incorporating performing arts and sports events into city planning [4]. - Policies are being implemented to optimize the approval processes for performances and sports events, aiming to increase the availability of tickets and enhance the overall experience for audiences [5][6]. Group 4: Challenges and Solutions - The performing arts industry faces challenges such as supply-demand imbalances, unreasonable ticket pricing, and uneven regional development, particularly between major cities and smaller regions [4][6]. - Proposed solutions include increasing the number of popular performances, introducing flexible scheduling, and utilizing new technologies to innovate performance formats [5][6]. Group 5: Cultural Responsibility and Market Regulation - The importance of promoting correct values through performances is emphasized, with a call for artists to take social responsibility and incorporate positive cultural elements into their work [6][7]. - Strengthening market regulation and educating fan communities are essential to ensure a healthy environment within the performing arts industry [6][7].