Group 1 - The company has signed a cooperation agreement with a leading Japanese trading company, focusing on the secondary development and sales of robots [1]

格隆汇11月17日丨欣旺达(300207.SZ)在投资者互动平台表示，公司对机器人行业保持高度关注，目前 已经涉及扫地机器人等产品，未来有望应用于各类机器人产品。 ...

Core Viewpoint - The company is currently not involved in robotics-related business but is actively advancing research on ball screws and brushless motors, which are used in its products like electronic control brakes (EMB) [2] Group 1: Company Development - The company has received inquiries regarding the research progress of ball screws and brushless motors [2] - The company is focusing on the development of its existing products that utilize ball screws and brushless motors [2] - Future plans regarding the robotics sector will be disclosed in accordance with regulatory requirements if they arise [2]

| 盈新发展 | 2 | 具身智能 | | --- | --- | --- | | 中水渔业 | 2 | 三田 | | *ST节能 | 2 | 储能 | | 华瓷股份 | 2 | 陶瓷 | | 嘉应制药 | 2 | 中药 | | 日上集团 | 2 | 机器人 | | 中富通 | 2 | 华为+Al智能体 | | 中一科技 | 2 | 固态电池 | | ST景谷 | 2 | 算力 | | 大东方 | 2 | 零售+医疗 | | 大有能源 | 2 | 煤炭 | | *ST华峡 | 2 | 风电 | | 和顺石油 | 2 | 半島体 | | 日出东方 | 2 | 光伏+储能 | 11月17日，Wind数据显示，A股市场共计100只个股涨停。其中锂电股孚日股份收获8连板，跨境电商板 块三木集团7连板。一图速览今日连板股>> 第□财经 | 跨境电商板块三木集团7连板。一图速览今日连板股>> | | 连板股 11.17 一板股股 11.17 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST正平 | 9 | 智算服务 | | 孚日股份 | 8 | 锂电池 | | *S ...

Core Viewpoint - The company is actively focusing on cutting-edge technologies, including robotics, and is exploring collaboration opportunities in this field [1] Group 1: Company Developments - The company has indicated that its ABS and PA reinforced boards can be utilized in the outer shells and internal components of robots and robotic dogs [1] - Currently, the company has not established any collaboration with Xiaopeng Robotics [1] Group 2: Future Outlook - The company plans to leverage its technological expertise and business advantages to seek partnerships in the robotics sector [1]

Core Viewpoint - Songzhi Co., Ltd. has secured a contract for air conditioning compressor components from Xiaopeng Huitian Automotive, indicating a strategic partnership in the automotive supply chain [1] Company Summary - Songzhi Co., Ltd. has confirmed its acquisition of a designated supply contract for air conditioning compressor parts from Xiaopeng Huitian Automotive [1] - The current engagement does not extend to other thermal management segments such as robotics [1]

Core Viewpoint - Ningbo Huaxiang (002048.SZ) is collaborating with a leading Japanese general trading company, focusing primarily on the secondary development and sales of robots [1] Company Summary - The partnership with the Japanese trading company indicates a strategic move by Ningbo Huaxiang to enhance its capabilities in the robotics sector [1] - The emphasis on secondary development suggests a focus on improving existing robotic technologies rather than creating new ones from scratch [1] Industry Summary - The collaboration highlights the growing importance of robotics in various industries, reflecting a trend towards automation and technological advancement [1] - Engaging with a prominent player in the Japanese market may provide Ningbo Huaxiang with valuable insights and access to advanced technologies [1]

科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.3%，计算机行业5.17%，合计74.47%， 与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及医疗器械、软件开发、光伏设备等 多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 （文章来源：每日经济新闻） 11月17日午后，A股三大指数延续弱势，震荡下跌。科创50ETF（588000）震荡下行，最大跌幅为 1.33%。持仓股票芯原股份上涨7.23%，芯联集成-U、天岳先进、佰维存储、中无人机等涨超4%；资金 方面，科创50ETF（588000）近期持续受到资金青睐，近三日资金净流入超18.29亿，近五日资金净流 入超24.99亿。截至发文，科创50ETF（588000）成交额超29亿元。 消息面，华为即将发布AI领域的突破性技术，有望解决算力资源利用效率的难题。具体来看，华为即 将发布AI领域的突破性技术，可将GPU（图形处理器）、NPU（神经网络处理器）等算力资源的利用 率，从行业平均的30%至40%提升至70%，显著释放算力硬件潜能。 展望后市，渤海证券指出，AI算力方面：需求端，云厂商资本开支延 ...

| | 早公司 都在用的商业查询工具 | 查老板 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 广东省人工智能与机器人产业投资基金合伙企业（有限: 8 | 天眼一下 | H 应用 · | 商务合作 企业级产品、 ★ 开通 | | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | 知识产权 | | | 工商信息 历史丁商信息0 | | | | | | | | 企业名称 | 广东省人工智能与机器人产业投资基金合伙企业(有限合伙) | | | | | | | 执行事务合伙人 2 | 广东粤财创业投资有限公司 ﺪﺓ ﺍﻟﻤﺘﺤﺪﺓ ﺍ | 登记状态 2 | 存续 | | 天眼评分 2 | | | | 委派代表:林绮(来源于中基协) | 成立日期 | 2025-11-13 | | | | | 统一社会信用代码 2 | 91440110MA9YG45UXN | 出资额 | 100000万人民币 | | 文敏 各本 | | | 工商注册号 | 440110005681817 | 纳税人识别号 ...

Core Insights - The robotics sector showed a positive trend in early trading, with notable gains in companies like Zhongdali De and Geling Shentong, and the National Robot Industry Index increased by 0.5% [1] - Major automotive companies are increasingly incorporating "robots" into their strategic plans, with Tesla's CEO Elon Musk predicting a market size of "tens of billions" for humanoid robots [1] - Domestic companies such as GAC and XPeng are actively developing humanoid robots, with plans for mass production of self-developed components by 2025 and 2026 respectively [1] - Analysts suggest that industrial applications will lead the way in scaling up, while household and commercial applications will gradually penetrate as costs decrease and technology improves [1] - The National Robot Industry Index focuses on core segments of the robotics supply chain, particularly humanoid robots and key components, while the China Securities Automotive Parts Index targets the parts sector [1] Investment Tools - The E Fund Robotics ETF (159530) and the Automotive Parts ETF (159565) track the aforementioned indices, providing investors with convenient tools to capitalize on the overall development of the robotics industry and its sub-sectors [2]