现场气氛热烈，代表们踊跃发言，围绕各项报告谈认识、提建议。暨军民指出，姚高员市长所作的 政府工作报告彰显了"经济大市挑大梁"的亮眼成绩、"打造更高水平创新活力之城"的精彩开篇，部署 了"收官之年、谋划之年"的目标任务和"推进共同富裕"的扎实措施，是务实担当、执政为民、亮点频 出，体现法治政府、廉洁政府建设的好报告，能够凝聚人心、凝聚力量，激发加压奋进、实干担当的斗 志与干劲。希望市政府在培育发展新动能上下功夫、见实效，推动科技创新与产业创新深度融合，加快 传统产业改造提升、战略性新兴产业培育壮大和未来产业谋划布局。要在抢占产业新赛道上下功夫、见 实效，聚焦人工智能、具身智能机器人、"五大产业生态圈"等重点，在全省全市当好排头兵、领头雁。 要在塑造法治化营商环境上下功夫、见实效，加快重点领域新兴领域立法，依法推动法律法规和政策落 实到位，助力打造营商环境最优市。 暨军民说，拱墅区全区上下精气神足、创新发展意识强、干事创业氛围浓、各方面发展势头好。要 深入学习贯彻习近平总书记关于科技创新的重要论述精神，紧扣省市部署要求，主动对标对表，找准方 位定位，系统谋划目标坐标，以算力经济为切口，构建现代化产业体系和现代化经 ...

Core Viewpoint - The rapid development of artificial intelligence (AI) in China is significantly supported by financial services, which play a crucial role in fostering the growth of the AI industry and related companies [1][4]. Group 1: Financial Support for AI Companies - Financial institutions have been instrumental in the growth of AI companies like UBTECH, which has received extensive support from banks since its inception, including loans and customized financial services [2][3]. - UBTECH's R&D investment for 2024 is projected at 478 million yuan, accounting for 37% of its total revenue, highlighting the importance of sustained financial backing for technological innovation [2]. - China Bank has committed to providing comprehensive financial support of no less than 100 billion yuan to the AI industry over the next five years, aiming to optimize its service model [4]. Group 2: Challenges and Opportunities in Financing - AI companies face significant financing challenges due to their asset-light nature, necessitating the expansion of financing channels beyond traditional bank loans [5]. - A report indicates that global financing for the AI-generated content (AIGC) sector reached 343.4 billion yuan by October 2024, with China accounting for approximately 36.6 billion yuan, or 10.66% of the total [6]. - Recent policy announcements from Chinese financial authorities aim to enhance support for tech innovation and broaden financing avenues for AI companies [6][7]. Group 3: Future Prospects and Market Dynamics - The AI industry is expected to see substantial growth, with a focus on humanoid robots, which are anticipated to enter mass production by 2025 [9]. - Companies like Yujian Technology have successfully integrated financial services to support their international operations, indicating a growing demand for comprehensive financial solutions in the AI sector [9][10]. - The establishment of a "government power coupon + bank power loan" model by China Bank aims to further support the development of the AI industry chain [8].

P7+、MONA M03持续热销，支撑起小鹏半壁江山，凭借这两款爆款车型，小鹏交出一份不错的一季报业绩单。何小鹏在电话会上总结，这一 切得益于公司组织、产品、营销，以及技术、经营的体系化综合能力的提高。成功从生存危机里活下来之后，小鹏要考虑杀回中高端市场，内 部寄予更大期望的是下半年要推出的G7、新一代P7，以及压轴的增程车。 毛利上涨，亏损收窄 多项核心数据涨幅惊人，小鹏交出了一份不错的一季报。 5月21日晚间，小鹏汽车发布了最新一期业绩报告。财报显示，2025年第一季度，小鹏总收入为158.1亿元，同比大涨141.5%。其中汽车销售收入为143.71 亿元，同比涨幅同样惊人，达到了159.2%，汽车毛利率10.5%，虽然在业内算不上有多高，但好消息是正在持续回暖，同比提升5个百分点。 这份不错的业绩单来源于不断上涨的销量。第一季度本是汽车行业销售淡季，小鹏也只在3月末发布了改款车，但1-3月小鹏交付量均突破3万辆，较去年 同期几乎是翻两倍的增长，在新势力销量排行榜上名列前茅。 小鹏汽车董事长何小鹏曾感慨，自己在去年底给内部团队制定的目标，是在2025年Q4实现销量的跃升，没想到开年就势头这么好。 2025 ...

宏观消息 1、深圳市5月21日召开人工智能与机器人发展大会，揭牌全国首个人工智能领域政府直属机构——深 圳市龙岗区人工智能（机器人）署，并集中发布《龙岗区加快创建"AI龙岗"三年行动计划（2025— 2027年）》、《龙岗区具身智能机器人友好示范城区三年行动方案（2025—2027年）》等一系列政策 举措。 今日导读 1. 近日，浙大二院联合浙江大学南湖脑机交叉研究院、脑机智能全国重点实验室、生物医学 工程与仪器科学学院成功完成国内首例"闭环脊髓神经接口"植入手术。这标志着国内脊髓神 经接口及神经功能重塑领域取得重大技术突破。 2. 百度2025年第一季度营收324.52亿元，同比增3%，上年同期315.13亿元；调整后营业利 润53.3亿元，预估48.9亿元。调整后EBITDA为72亿元人民币（9.93亿美元），调整后 EBITDA利润率为22%。 3.多位网友发帖称，苹果Apple Store线下零售店支持微信支付，记者从微信支付方面确认了 这一消息。公开资料显示，2018年2月7日起，Apple Store线下零售店已经支持支付宝，而 线上App Store开始支持支付宝的时间可以追溯至2016年。 2 ...

Meeting Information - The second Supervisory Board meeting of Zhejiang Rongtai Electric Equipment Co., Ltd. was held on May 21, 2025, with all three supervisors present, confirming the meeting's legality [2][4] - The second Board of Directors meeting was also held on May 21, 2025, with all seven directors present, ensuring the meeting's validity [3][4] Investment Decision - Both the Supervisory Board and the Board of Directors approved the proposal for external investment and the establishment of a subsidiary [5][9] - The investment amount for the new subsidiary, Zhejiang Rongtai Intelligent Robot Co., Ltd., is set at 20 million yuan [8][11] Subsidiary Details - The new subsidiary will be located in Jiaxing, Zhejiang Province, with a registered capital of 20 million yuan, fully funded by Zhejiang Rongtai Electric Equipment Co., Ltd. [9][11] - The main business activities of the subsidiary will include research and development of motors and control systems, manufacturing of general components, and production and sales of intelligent robots [11][13] Strategic Purpose - The establishment of the subsidiary aims to clarify strategic layout, improve organizational structure, and enhance management efficiency, thereby accelerating the marketization and industrialization of the robot business [13] - This investment is expected to positively impact the company's overall scale and profitability without adversely affecting its financial status [13]

5月21日，2025全球智能机器人发展大会在广州白云国际会议中心召开。广东省机器人协会会长孙志强 表示："当前，智能机器人产业已经成为全球科技竞争与产业变革的关键领域，是引领未来发展的重要 引擎，在以前所未有的速度和广度改变着我们的生活。" 记者在现场观察到，"国际化"目前已经成为广东机器人产业发展的关键词。在本届大会上，美国、日 本、新加坡、马来西亚、韩国、以色列、芬兰等30个国家的顶尖行业组织汇聚一堂。在本次大会上，国 际机器人组织联盟投融资专委会揭牌成立，将以国际化视野助推中国机器人产业加速奔跑。 以国际化视野，孵化优秀机器人企业 新成立的国际机器人组织联盟投融资专委会有怎样特点？广东省机器人协会执行会长任玉桐接受证券时 报记者采访时表示，这个专委会是一个国际性的组织，由广东省机器人协会负责组建，国际机器人组织 联盟的成员共同参与。 据了解，广东省机器人协会成立于2015年5月，是国内最具影响力机器人行业协会之一。目前，该协会 拥有包括瑞松、广州数控、视源、研祥、格力、华数、金大、科大讯飞、发那科、库卡等国内外龙头企 业在内800多家核心会员企业。 广东省工业和信息化厅数据显示，从2019年到2024年 ...

Core Viewpoint - Zhejiang Rongtai is expanding its business into the intelligent robotics sector by establishing a wholly-owned subsidiary and acquiring a significant stake in a precision machinery company, aiming to enhance its competitive edge and profitability in emerging markets [1][2][3] Group 1: Establishment of Wholly-Owned Subsidiary - Zhejiang Rongtai plans to invest in a wholly-owned subsidiary named Zhejiang Rongtai Intelligent Robot Co., Ltd., focusing on the research and development of motors and control systems, as well as manufacturing general components [1] - The company will invest 20 million yuan, representing 100% of the subsidiary's registered capital, to enhance its organizational structure and management efficiency [1][3] - This move is intended to accelerate the marketization and industrialization of its robotics business, thereby improving overall competitiveness [3] Group 2: Financial Performance - In 2024, Zhejiang Rongtai achieved a revenue of 1.135 billion yuan, marking a year-on-year increase of 41.8%, with a net profit attributable to shareholders of 230 million yuan, up 34.02% [1] - The revenue from new energy products reached 898 million yuan, a 56% increase compared to the previous year, accounting for 79% of total revenue [1] Group 3: Acquisition of Precision Machinery Company - The company announced the acquisition of a 41.2% stake in Shanghai Diz Precision Machinery Co., Ltd. for 165 million yuan, along with an additional investment of 80 million yuan to increase the target company's registered capital [2] - This acquisition is expected to enhance Zhejiang Rongtai's capabilities in precision transmission and intelligent equipment, contributing to its entry into new fields such as humanoid robotics [2]

智元机器人（300024）今日发布新品——灵犀X2全智能灵动机器人。该产品搭载情感计算引擎，同时 拥有运动智能、交互智能、作业智能三大能力。据灵犀业务部总裁魏强透露，根据不同硬件配置，灵犀 X2系列定价在10万到40万元之间，预计今年出货量会在数千台左右。(科创板日报) ...

5月21日，龙岗区召开人工智能与机器人发展大会，揭牌全国首个人工智能领域政府直属机构——龙岗 区人工智能(机器人)署，并集中发布《龙岗区加快创建"AI龙岗"三年行动计划(2025—2027年)》《龙岗 区具身智能机器人友好示范城区三年行动方案(2025—2027年)》等一系列政策举措，全面展示龙岗在人 工智能与机器人领域的政策优势、产业基础和创新成果。(人民财讯) ...

随着DeepSeek等人工智能现象级应用落地，长三角各地积极布局"人工智能+"领域，密集出台政策，引导资本与资源向人工智能 赛道聚集。 为抢占人工智能发展制高点，加快打造全球人工智能创新发展高地，浙江省政府近日印发《关于支持人工智能创新发展的若干 措施》(下称《若干措施》)提出，打造高能级万亿产业生态，加快构建以杭州市、宁波市为核心，其他地区特色化差异化发展， 覆盖芯片、服务器、系统软件、云平台、大模型、智能终端等全产业链的人工智能发展格局。 打造创新发展高地 目前，浙江的人工智能产业已初步形成以杭州为核心，向宁波、嘉兴、绍兴等环杭州湾地区集聚发展的态势。其中，杭州人工 智能发展水平居全国第一梯队，人工智能企业569家，利润总额占全省超七成，形成涵盖"基础层—技术层—应用层"的完整产业 链条。 根据《若干措施》，到2027年，初步形成可持续发展、领跑发展格局，通用人工智能核心技术和产业应用全国领先，培育若干 具有全球竞争力和影响力的人工智能企业，全省规模以上人工智能核心产业营业收入超1万亿元；到2030年，全面形成可持续发 展、领跑发展格局，通用人工智能核心技术和产业应用全球领先，培育出一批具有全球竞争力和影 ...