人民财讯12月9日电，永茂泰（605208）12月9日公告，公司拟由全资子公司安徽零部件投资约4亿元 （最终以主管部门备案金额为准）建设镁铝合金新材料汽车和机器人零部件智能制造项目。通过本项目 建设，公司可有效推进智能机器人零部件的规模化生产与交付，快速切入机器人供应链，抢占市场发展 先机，从而进一步增强公司综合实力，提高公司盈利能力和抗风险能力。 ...

永茂泰(605208.SH)公告称，公司拟由全资子公司安徽永茂泰汽车零部件有限公司投资约4亿元人民币建 设镁铝合金新材料汽车和机器人零部件智能制造项目。该项目旨在完善公司汽车轻量化零部件产品布 局，拓展镁合金材料零部件产品，抢占机器人行业发展新机遇，并预计将为公司带来新的盈利增长点。 然而，项目也面临市场竞争激烈、需求增长不及预期、技术更迭等风险，且需履行相关审批程序。 ...

小米汽车今天迎来历史性时刻！ 同时这第50万台，也仅仅是站上了新起点。小米会持续做好这几件事：首先坚持不懈抓安全、抓交付。 我们始终认为，安全是基础，安全是前提。在确保安全和品质的基础上，我们全力以赴加快生产。 其次，持续加大科技创新力度；推进AI和智能制造的深度融合。雷军在现场讲话中表示："小米2025年 全年将投入研发费用320亿到330亿，未来五年的研发预算将超过2000亿，小米将持续投入，一定把产品 做好"。 雷军还表示，小米汽车预计今年交付量将超过40万辆。 本文由极果用户极果原创 第50万辆整车在北京亦庄工厂正式下线，雷军亲自到场见证。 从0到50万，小米仅仅用了1年零7个多月的时间，刷新中国新能源汽车行业的量产速度纪录。这份成绩 的背后，是"轿车+SUV"双爆款的强势表现：今年小米SU7连续10个月位列2025中大型轿车销量第一， 小米YU7也于10月登顶国内全品类SUV销量第一。 雷军表示，50万台对行业巨头来说，可能微不足道；但对小米汽车而言，意义非凡。这标志着，小米汽 车从研发、制造、销售、交付和服务等整个体系能力，得到了充分验证。这也标志着，小米汽车得到了 广大消费者的认可，到了一个新的 ...

人形机器人年出货 3000 台 ！近期机器人市场再次被一家从 3C 领域跨界而来的企业震撼。 当市值一度冲上 5000 亿，立讯精密 或许 早已不是那个只靠连接器起家的代工厂。 从富士康流水线上的打工妹，到掌舵千亿科技巨头的女掌门，王来春用 30 年时间，带领立讯精密完成了从果 链配角到机器人赛道领航者的华丽转身。 如今，这家横跨消费电子、汽车、机器人三大赛道的巨头， 已经 拿下 OpenAI 首款消费级 AI 设备代工订 单，正以 " A+H " 布局为支点，用精密制造的基因撬动千亿机器人市场，书写着属于中国科技企业的逆袭传 奇。 ▍ 5000 亿市值背后的三大王牌 202 5 年的资本市场，立讯精密无疑是最耀眼的科技明星之一。市值一度突破 5000 亿大关的背后，是其在三 大核心业务上的重磅突破，每一张王牌都足以改写行业格局。 人形机器人 无疑是第一张王牌 ， 意味着其具备 全产业链能力落地 。 在机构调研中，立讯精密 曾 放出重磅 消息 ， 公司已具备人形机器人全产业链核心能力，除电池与部分关节模组外，可自主完成谐波齿轮等关键部 件的精加工。这意味着在机器人最核心的精密制造环节，立讯已经摆脱了对外依赖。 ...

Group 1 - The project is a significant investment of approximately 1 billion yuan, covering an area of 114 acres with a total construction area of about 100,000 square meters, and is expected to produce 6,000 engineering variable frequency drives annually [1] - This project marks the first production base of Shenzhen Inovance Technology in northern China, filling a gap in high-voltage variable frequency drive manufacturing in Jinan [1][2] - The project aims to achieve an output value of 3 billion yuan by 2030, creating around 800 jobs and significantly enhancing the high-end equipment supply capacity in the northern region [3] Group 2 - The project is set to generate an estimated output value of 1.1 billion yuan in 2025 and 1.7 billion yuan in 2026 [3] - The engineering variable frequency drives produced will include the HD series medium and high-voltage drives and the MD880 engineering transmission drives, which are widely used across various industries such as metallurgy, non-ferrous metals, papermaking, and petroleum [2][3] - The project emphasizes autonomy, digitalization, and greenness, utilizing advanced technologies and production lines to set a new benchmark for intelligent manufacturing in the engineering variable frequency drive sector [3]

（文章来源：证券日报） 证券日报网讯 12月9日，英威腾在互动平台回答投资者提问时表示，公司的研发投入，主要围绕智能制 造、智慧能源两大赛道，重点投向能形成技术领先、实现国产替代及开拓全球市场的关键产品上。 ...

12月9日，喜临门（603008）(603008.SH)发布公告，公司董事会已审议通过《关于拟变更公司名称及修 订〈公司章程〉的议案》，拟将中文名称由"喜临门家具股份有限公司"变更为"喜临门健康睡眠科技股 份公司"，以更准确反映其战略定位与业务发展方向。 此次更名源于公司持续推进的战略转型——从传统家具制造商向"科技型睡眠解决方案供应商"升级。公 告指出，这一调整是基于消费者对健康睡眠需求持续提升以及公司自身业务拓展的双重驱动。近年来， 喜临门不断加大在睡眠科技领域的研发投入，截至公告日，公司拥有有效专利总数达2,376项，其中包 括73项有效发明专利和38项国际专利，技术积累日益深厚。 在智能制造方面，喜临门构建了拥有自主知识产权的5G工业互联网平台，打通从订单接收、生产制造 到物流交付的全流程智能管控体系。2025年，公司"离散型制造业5G+智能工厂"及"绿色床垫及配套产 品智能工厂"被浙江省经济和信息化厅列入2025年浙江省先进级智能工厂(第一批)名单，标志着其智能 制造能力获得官方认可，为高质高效交付智能睡眠产品提供了坚实支撑。 公司表示，未来将继续坚守"致力于人类的健康睡眠"使命，深化产学研协同创新 ...

Core Viewpoint - Koller plans to raise no more than 1.006 billion yuan through a targeted issuance to enhance its smart manufacturing capabilities and expand into high-end sectors such as drone motors and robotic joint modules [1][2]. Group 1: Fundraising and Investment Plans - The company aims to invest 906 million yuan in the construction of a smart manufacturing industrial park, with the remaining 100 million yuan allocated for working capital [1]. - The issuance will involve no more than 223 million shares, accounting for up to 30% of the company's total shares prior to the issuance, and will not change the company's control [1]. Group 2: Strategic Focus and Market Position - The smart manufacturing industrial park will include automated production lines for smart home motors and dedicated assembly workshops for drone motors and robotic joint modules, enhancing product precision and production efficiency [2]. - The smart home industry is experiencing growth due to consumer upgrades and the proliferation of IoT technology, with Koller already supplying major domestic and international home appliance companies [2]. - The robotics and drone industries are in a rapid growth phase, with significant market potential for motors as core components, and Koller has made technological breakthroughs in robotic joint modules [2]. Group 3: Operational Enhancements and Risk Management - Following the fundraising, the company will accelerate the construction of the smart manufacturing industrial park and optimize fund allocation to enhance supply chain management and production efficiency [3]. - The company has developed a comprehensive investor rights protection plan to address potential dilution of immediate returns and safeguard shareholder interests [3].

Core Insights - The article discusses the evolution of collaborative robots, particularly focusing on the development of an AI-based intelligent sewing system by Professor Kazuhiro Kosuge, which aims to address labor shortages and automation challenges in the global garment manufacturing industry [2][3][24]. Group 1: Technological Advancements - The intelligent sewing system utilizes several breakthrough technologies, including a fixture-free 3D sewing technique that automates the sewing of three-dimensional garment components while maintaining fabric smoothness [3][4]. - The system features real-time fabric edge detection through innovative roller mechanisms and laser optical sensors, allowing precise control of sewing direction [3][4]. - It is highly programmable and adaptable to different styles, sizes, and fabrics, making it suitable for small-batch, multi-variety flexible production without extensive mold or fixture changes [3][4]. Group 2: Market Context and Challenges - The global sewing automation market is projected to remain at single-digit automation rates by 2025, primarily due to traditional automation systems relying heavily on rigid fixtures, which limit flexibility [8][9]. - The automotive seat cover market is identified as a key entry point for the sewing robot technology, with an expected market size nearing $3 billion by 2028, presenting a significant opportunity for Kosuge's innovations [9][10]. Group 3: Business Model and Future Outlook - Kosuge emphasizes a shift towards a business model that allows for "pay-per-use" services rather than outright equipment sales, reducing the financial burden on manufacturers [19][20]. - The system is designed to empower workers rather than replace them, enabling them to manage multiple sewing processes with minimal training [20][37]. - Despite the promising technology, challenges remain in terms of market acceptance and the need for further funding and talent acquisition to bring the first products to market within 1-2 years [22][24].

工地上，项目建设热潮涌动；标准厂房内，智能化生产线加速运转；生产车间里，工人干劲十 足……"十四五"收官之际，盐城滨海大地上的工业图景朝气蓬勃、热气腾腾。 "我们围绕经济建设和产业发展，致力强化企业培育，通过政策引导、资源整合与精准服务，构建多层 次的企业培育体系，加快打造以先进制造业为骨干的规模效益好、产业结构优、创新活力强、绿色动能 足的现代化产业体系，为全县新型工业化发展积蓄强大势能。"该县工信局相关负责人表示。 企业培育是招商引资的"后半篇文章"，是筑牢县域产业根基、推动招商成果落地生根的关键支撑。滨海 积极培育专精特新中小企业、制造业单项冠军企业、高新技术企业，促进重大创新成果产业项目落地。 瞄准智能制造等重点领域，在鼓励企业深耕技术改造、加大平台建设的同时，引导企业向高端化、智能 化迈进，紧盯细分市场，打造具有自主知识产权的产品，以创新驱动提升市场核心竞争力。 项目攻坚提速 实体根基筑牢 滨海实行项目全生命周期管理，健全推进体系，推动项目建设"量质齐升"。建立健全部门工作责任清 单、板块目标任务清单、10亿元以上重点项目清单等"三张清单"，严格落实"周调度、月专报、双月调 研、季度评价"项目推进机 ...