日本发那科在山梨县忍野村的总部举行展示会，展出了工业机器人和工厂自动化（FA）系统 等新产品和新功能。除了首次展出远程操作机器人外，还扩充了以3D重现机床加工面的功 能…… 在展示会上，还演示了在进行3D加工面估算时，可在显示器上对两个加工面进行比较。其目 的是为了更容易找出加工精度的改善点。重现实机的动作，与实际加工相比最大能以100倍速 度进行模拟。 展示会于5月19~21日举行，约7500人到场，比2024年增加1成。 日本经济新闻（中文版：日经中文网）细田琢朗 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本发那科在山梨县忍野村的总部举行展示会，展出了工业机器人和工厂自动化（FA）系统 等新产品和新功能。除了首次展出远程操作机器人外，还扩充了以3D重现机床加工面的功 能。发那科将主要面向以制造业为主、追求提高生产效率的客户进行销售。 机器人（Robot）部门开发的远程操作系统由2台手臂型机器人组合而成。人类用手操作一 台，另一台实时做出同样的动作，对对象物进行加工。通过传感器将加工物产生的触感和阻 力反馈给操作人员，可在确保安全的前提下，替代以往需要熟练技工在危险环境中凭 ...

行情回顾 本周板块表现：上周（2025/06/02-2025/06/06）5 个交易日，SW 机械设备指数上涨 0.93%，在申万 31 个一级行 业分类中排名第 19；同期沪深 300 指数上涨 0.88%。2025 年至今表现：SW 机械设备指数上涨 7.29%，在申万 31 个一级行业分类中排名第 6；同期沪深 300 指数下跌 1.55%。 核心观点 投资建议 见"股票组合"。 风险提示 宏观经济变化风险；原材料价格波动风险；政策变化的风险。 敬请参阅最后一页特别声明 1 Figure 机器人分拣快递新视频曝光，人形机器人商用化场景落地值得期待。6 月 6 日，Figure 机器人分拣快递 新视频曝光，可熟练对不同种类快递进行分拣，并能够将快递逐个码放整齐，让条形码方便扫描仪识别。操作 完全由端到端通用控制模型 Helix 自主驱动。此前，Figure 公司 2 月底发布 Helix VLA 机器人大模型，几个月 训练进步飞速，助力机器人实现更多复杂的运动与协作，加速工业场景商用化落地。我们认为，机器人板块股 价已回调充分，而今年是人形机器人量产元年，下一步人形机器人实现商业化场景落地值得期待，带动产 ...

Group 1 - The Audi Q6L e-tron, as the first model based on the PPE luxury electric platform, marks a significant step in Audi's electrification strategy [1][4] - The vehicle features advanced technology, including Huawei's Qian Kun intelligent driving system, which utilizes dual lidar and visual fusion for L2-level driving assistance [4] - The Q6L e-tron has an extended wheelbase of 2995mm, catering to Chinese consumer preferences, and includes an 88-inch AR HUD and a five-screen interactive cockpit [4] Group 2 - The Audi Q6L e-tron is equipped with an 800V high-voltage battery system that supports a peak charging power of 270kW, allowing for a range of 765km [5] - The Audi FAW New Energy Company factory, where the Q6L e-tron is produced, integrates advanced automation with nearly 1000 robots, achieving 100% automated welding and a 90% efficiency increase in parts handling [5] - The factory's annual production capacity is planned to reach 150,000 vehicles, with a vehicle rolling off the line approximately every 120 seconds [5] Group 3 - The factory operates under a "zero emissions plan," utilizing 100% green energy and achieving a 95% carbon reduction through closed-loop recycling of aluminum materials [6] - Water resource management is emphasized, with 100% recycling of production and domestic wastewater, saving over 105,000 cubic meters of water annually [6] - The local supply chain is robust, with 50% of suppliers located within 30 kilometers of the factory, achieving a localization rate of 90% [6]

中新网南京6月7日电 艾默生无界自动化峰会近日在南京举行。艾默生亚太区市场营销副总裁Brian Joe 接受中新网采访时表示，中国经济发展迅速，已成为艾默生全球第二大市场。从传统制造到智能制造， 再到数字化运营和更深层次的应用，中国为艾默生带来了许多机遇。 自1979年通过第一个技术合作项目开始在中国投资，经过46年发展，艾默生在中国已建立18个生产、研 发及系统工程中心，拥有600多研发人员，超过2000名工程师，现场服务覆盖60多个城市。 Brian强调，艾默生坚持"在中国、为中国"战略，这种深度本地化的布局，使艾默生能够快速响应中国 客户的需求，这也是艾默生在中国市场脱颖而出的关键优势。 近年来，随着数字化转型步伐不断加快，智能制造正在重塑中国制造业格局。Brian表示，"中国市场的 技术迭代速度令人印象深刻"，这也为自动化技术带来了前所未有的发展机遇。 他同时提醒，当前制造业转型升级仍面临一些痛点，最为显著的是数据孤岛问题。生产、安全、能耗等 关键数据分散在独立系统中，难以形成协同价值。 而艾默生提出"无界自动化"理念的核心便是打破数据孤岛，通过企业运营平台(EOP)整合多源数据，结 合人工智能、数字 ...

Group 1 - Amazon is accelerating its robot project, testing humanoid robots for future delivery feasibility, marking a significant step towards "last mile" delivery automation [2] - A dedicated training center has been established by Amazon for high-intensity testing of various humanoid robots to evaluate their performance in real delivery scenarios, indicating a potential major change in package delivery methods [2] - Amazon has previously tested various autonomous robots in its warehouse operations, including the humanoid robot "Digit" developed by Agility Robotics, which is designed for handling packages inside delivery vehicles [2][5] Group 2 - The testing laboratory will feature multiple robots competing, including a robot produced by Chinese company Unitree, priced at approximately $16,000, showcasing Amazon's serious evaluation of various robotic solutions before large-scale deployment [2] - The impact of this technology on employment is significant, as Amazon employs hundreds of thousands of delivery personnel globally, and while there is no clear indication of replacing human workers, the development of delivery robots suggests a trend towards deeper automation in the final delivery phase [2][3] Group 3 - Amazon's robot initiative extends beyond merely replacing delivery drivers, as evidenced by its acquisition of autonomous vehicle startup Zoox for over $1 billion in 2020, highlighting its ambition for full-process automation from warehousing to doorstep delivery [5] - Amazon's strategy involves piloting multiple robots in warehouses, reflecting a meticulous plan for automation, preferring to test various manufacturers' robots to find the best solutions for different delivery challenges [5] Group 4 - The integration of autonomous vehicles with humanoid robots represents a fundamental shift towards comprehensive automation in logistics networks, potentially revolutionizing the delivery of millions of packages daily [6] - While human delivery personnel remain a crucial part of Amazon's delivery chain, the substantial investment in robot testing signals that this transformation may occur sooner than anticipated [6] - Through Zoox, Amazon aims to develop unmanned delivery vehicles that, in conjunction with humanoid robots, could establish a fully automated delivery system from warehouses to customers' doorsteps [6]

编号：2025-003 | | ■特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 华福证券：李康瑞 | | 及人员姓名 | 上海证券：刘阳东 | | 时间 | 2025 年 5 月 14 日 14:00 | | 地点 | 精锻科技二厂区 会议室 | | 上市公司 | 董秘：董义 | | 接待人员姓名 | | | | Q：机器人业务规划？ | | | A：公司今年 3 月份已成立关于"关节电驱"的合资子公司，并已组建专业 | | | 团队负责机器人关节业务的研发和市场拓展工作。 | | | Q：如何看待机器人零部件轻量化？ | | | A：机器人轻量化是未来必然的发展趋势，公司已积极参与机器人关节和本 | | | 体相关零部件的轻量化研究和布局。 | | | Q：宁波公司的电磁阀业务？ | | | A：宁波公司的商用车电磁阀业务今年将逐步开始批产，另今年宁波公司又 | | 投资者关系活动 | 有新的商用车电磁阀项目获得 ...

Investor Day Welcome and opening remarks Senior Vice President, Investor Relations Forward looking statements This presentation relates to the Company's 2025 Investor Day at which the Company is discussing the Company's strategy, financial targets and capital allocation priorities, its plans for growth in revenues, margin expansion and advancements in technology, and its investment thesis (its "2028 Targets"). The Company intends that all statements in this presentation concerning the 2028 Targets, includin ...

Group 1: Electric Automation Technology - Electric automation technology integrates multiple disciplines such as electronic technology, computer technology, and control technology, characterized by intelligence, efficiency, networking, and environmental protection, which is crucial for the high-quality operation of new energy generation systems [1] Group 2: Optimization of Energy Storage Systems - Power companies can enhance the stability and reliability of energy storage systems by implementing Model Predictive Control (MPC) algorithms, which predict photovoltaic power generation changes based on real-time solar intensity [2] - The application of reinforcement learning in the charging and discharging processes of energy storage systems can optimize control strategies to improve stability and reliability [2] - When determining the capacity of energy storage devices, historical generation data should be analyzed to understand the maximum, minimum, and fluctuation ranges of power generation, ensuring that energy storage systems can meet load demands during low generation periods [2] Group 3: Smart Grid Technology - Smart grids are modernized power networks built on integrated, high-speed bidirectional communication networks, incorporating advanced sensing, measurement, and control technologies [3] - Distribution automation systems based on electric automation technology can utilize smart meters and distributed sensors to collect real-time operational data, enabling intelligent operation and management of the distribution network [3] - Automation systems in substations allow remote operation and control of equipment, improving accuracy and efficiency while reducing safety risks associated with human error [3] Group 4: Energy Management Systems (EMS) - Energy Management Systems (EMS) are core control systems for grid operations, and optimizing them through electric automation technology significantly enhances the management capabilities of new energy generation and grid loads [4] - High-precision power sensors and high-speed communication networks enable real-time monitoring of new energy generation output, allowing for in-depth data analysis [4] - Intelligent algorithms and model predictive control techniques can optimize scheduling strategies, balancing new energy and traditional energy generation proportions [4] Group 5: Intelligent Diagnosis and Maintenance of Generation Equipment - The use of IoT technology in solar power plants allows for real-time monitoring of key equipment parameters, aiding in quick fault diagnosis and response [5] - Wind power plants can monitor operational parameters of wind turbines, enabling remote control and health monitoring of critical components [5] - Preventive maintenance plans should be developed based on health and fault prediction models, incorporating regular inspections and equipment maintenance to reduce failure rates and costs [5][6]

广发证券环保行业分析师郭鹏认为："近期，无人物流备受市场关注，主要系L4级别自动驾驶在限定区 域落地可能性较高。环卫市场满足固定场景及路线、低速等特征，具备较早应用推广的希望。'环卫自 动化'趋势更多是对于行业商业模式的优化，目前有不少环卫公司已在尝试装备与无人化结合，他们仍 将是实际环卫服务运行的重要载体。" 本报记者 李雯珊 6月3日，福龙马集团股份有限公司（以下简称"福龙马"）发布公告称，公司在5月份预中标项目数量为2 个，首年服务费金额为929万元，占公司2024年度经审计营业收入的0.18%，合同总金额为2747万元。 早前，该公司亦对外表示，已推出全球首款基于滑板底盘的无人智能清扫机器人，具备全流程无人作业 能力。 实质上，现阶段环卫仍属于人力密集型行业，近年来行业不少龙头企业持续布局环卫机器人领域，推动 城市服务数字化转型，同时多地政府出台了无人环卫政策规划，助力行业加速发展。 根据《低速无人驾驶清扫车行业发展蓝皮书（2024版）》预测，2025年中国无人环卫服务潜在市场规模 或达2800亿元，仅无人驾驶清扫车就有1050亿元销售存量市场可挖掘。 目前，不少主流环卫公司在无人驾驶领域早有布局，正 ...

各位早上好今天是6月4日星期三欢迎来到又一期的摩根史丹利周期论件我是中国基础材料行业的分析师David徐卓凡那么在开始之前我要先读一个免责声明请注意本会议仅面向摩根史丹利的机构客户以及财务顾问本会议现不对媒体开放如果您来自媒体敬请退出本次会议随后与我们联系以了解进一步详情请注意本次会议内容和您的问题可能会被录音 那么在今天的webcast里我们首先会邀请地产行业的首席Stefan来聊一下开发商5月的销售情况以及二手房市场的一些动态接着有汽车行业的分析师Sally和大家聊一下关于价格战和国企改革的一些行业更新然后我们有交运行业的分析师Tenny和我们分享一下他们组最近发的关于快递行业整合动态的一个大报告最后我们工业行业的首席宗盛 会分享一下上周在中国调研的反馈包括工业自动化以及机器人行业的一些进展那么在会议过程中您可以随时在屏幕左方的提问消息框里向我们发送您的问题接下来我们先把时间交给Steven有请Steven好 谢谢Steven大家好 我是Steven现在由我来跟大家更新一下五月份的房地产数据 首先我们说说百强开发商五月份的销售根据克尔瑞的数据百强开发商在五月份的销售同比下降了10%而50强开发商的销售同比 ...