来源：上海证券报·中国证券网 上证报中国证券网讯（记者 骆民）金力永磁披露前三季度业绩预告。公司预计2025年前三季度实现归 属于上市公司股东的净利润5.05亿元-5.5亿元，比上年同期增长157%-179%。 关于业绩变动原因，公司表示，前三季度在行业竞争持续加剧的背景下，公司通过技术创新、组织优化 及精益管理，不断提升运营效率与盈利能力。此外，公司通过灵活调整原材料库存策略等措施，积极应 对稀土原材料价格波动风险，保障交付能力获得国内外客户的充分肯定，进一步巩固了经营的稳定性、 可持续性。截至目前，公司第四季度在手订单充足。公司产品被广泛应用于新能源汽车及汽车零部件、 节能变频空调、风力发电、机器人及工业伺服电机、3C、低空飞行器、节能电梯等领域，并与各领域 国内外龙头企业建立了长期稳定的合作关系。公司已成立具身机器人电机转子事业部，前三季度具身机 器人电机转子及磁材产品均有小批量交付；低空飞行器领域公司亦有小批量产品交付。 ...

公司产品被广泛应用于新能源汽车及汽车零部件、节能变频空调、风力发电、机器人及工业伺服电机、 3C、低空飞行器、节能电梯等领域，并与各领域国内外龙头企业建立了长期稳定的合作关系。公司已 成立具身机器人电机转子事业部，2025年前三季度具身机器人电机转子及磁材产品均有小批量交付;低 空飞行器领域公司亦有小批量产品交付。 2025年前三季度，在行业竞争持续加剧的背景下，公司管理层坚持稳健、合规的经营方针，积极拓展市 场，通过技术创新、组织优化及精益管理，不断提升运营效率与盈利能力。此外，公司通过灵活调整原 材料库存策略等措施，积极应对稀土原材料价格波动风险，保障交付能力获得国内外客户的充分肯定， 进一步巩固了经营的稳定性、可持续性。截至目前，公司第四季度在手订单充足。 智通财经APP讯，金力永磁(300748.SZ)发布2025年前三季度业绩预增公告，预计前三季度归属于上市公 司股东的净利润5.05亿元至5.5亿元，同比增长157%-179%。 ...

据企查查APP显示：近日，深圳市深创投人工智能和具身机器人产业私募股权投资基金合伙企业（有限合伙）成立。 热文： 今天，LP、GP都往厦门飞 该企业执行事务合伙人为深圳市福田红土股权投资基金管理有限公司，出资额15.5亿元人民币。 合伙人信息显示，该基金由深圳市引导基金投资有限公司、深圳市福田红土股权投资基金管理有限公司、深圳市红土创业投资有限公司、深圳市汇通 金控基金投资有限公司共同出资。 每日｜荐读 论坛： 2025母基金年度论坛圆满举办：内地携手香港，共话科创时代中国力量 荐读： 重新发现香港：科创时代的新蓝图 榜单： 「2025投资机构软实力排行榜」正式发布 ...

人民财讯10月9日电，企查查APP显示，近日，深圳市深创投人工智能和具身机器人产业私募股权投资 基金合伙企业(有限合伙)成立，出资额15.5亿元，经营范围包含：以私募基金从事股权投资、投资管 理、资产管理等活动。企查查股权穿透显示，该企业由深圳市引导基金投资有限公司等共同出资。 ...

3. 【深创投人工智能和具身机器人产业基金成立，出资额15.5亿】 天眼查显示，近日，深圳市深创 投人工智能和具身机器人产业私募股权投资基金合伙企业（有限合伙）成立，执行事务合伙人为深圳 市福田红土股权投资基金管理有限公司，出资额15.5亿人民币，经营范围包括以私募基金从事股权投 资、投资管理、资产管理等活动。合伙人信息显示，该基金由深圳市引导基金投资有限公司、深圳市 福田红土股权投资基金管理有限公司、深圳市红土创业投资有限公司、深圳市汇通金控基金投资有限 公司共同出资。（新浪财经） 更多智能制造产业资讯 …… IX 技术企业 C - C / F + si 创投人物 投融资及收并购事件 热门产业 创新机会 P E 2万+LP数据 全生命周期 THIL 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 1400 ERE 十子标签 产业图谱 行业标签 * * * Ai新路径 · 极智新范式 扫码体验「睿兽Ai智能体验」 1. 【全国首个大容量钠离子储能电站扩容工程投运】 10月8日消息，位于广西南宁市武鸣区的伏林 钠离子电池储能电站二期扩容升级工程10月8日正式投运。作为全国首个大容量钠离子电池 ...

Core Viewpoint - The article discusses the evolution and future direction of Alibaba's cloud and AI strategies, emphasizing the significance of the annual Yunqi Conference as a platform for showcasing advanced technologies and innovations in AI and cloud computing [4][10]. Group 1: Conference Overview - The Yunqi Conference has transformed from a local internet technology exhibition to an international technology event, attracting a diverse audience including foreign participants [9][8]. - The theme for this year's conference is "Cloud Intelligence Integration, Silicon-Carbon Symbiosis," highlighting the focus on AI and cloud technologies [4]. Group 2: ASI Declaration and Strategic Path - Alibaba's CEO, Wu Yongming, introduced the "ASI Declaration," outlining a three-step path towards achieving Super Artificial Intelligence (ASI) [11]. - The first phase involves AI learning from vast human knowledge, the second phase focuses on AI's autonomous actions to assist humans, and the third phase aims for AI to surpass human capabilities through self-learning and real-world data integration [13][14][15]. Group 3: Investment and Infrastructure - Alibaba plans to invest 380 billion yuan over the next three years in cloud and AI infrastructure, exceeding the total investment of the past decade [18]. - The company aims to enhance its AI capabilities significantly, with projections indicating a tenfold increase in energy consumption for global data centers by 2032 [18]. Group 4: AI Supercomputer and Technological Advancements - Alibaba is developing a comprehensive AI supercomputer that integrates AI chips, cloud computing platforms, and foundational models, representing a full-stack approach to AI [20][30]. - The newly released models, such as Qwen3-Max and Qwen3-Next, demonstrate significant advancements in performance and efficiency, with Qwen3-Max surpassing GPT-5 and Claude Opus 4 in various benchmarks [23][24]. Group 5: Agent Development and Ecosystem - The introduction of the ModelStudio-ADK framework allows for the rapid development of intelligent agents, enabling them to perform complex tasks autonomously [27]. - Over 200,000 developers have created more than 800,000 agents using Alibaba's cloud services, significantly impacting various industries, including automotive and finance [28]. Group 6: Competitive Landscape - Alibaba has established itself as a leading player in the global AI cloud market, competing with major international firms and aiming to secure a position among the few remaining global super cloud computing platforms [36][35]. - The demand for AI computing power has surged, with Alibaba's AI computing capacity increasing over fivefold in the past year, indicating a robust growth trajectory in the AI infrastructure sector [35].

Core Viewpoint - The company Nandstar (002180) has launched the world's first DSP chip G32R501 based on Arm Cortex-M52 dual-core architecture, targeting applications in embodied robotics and industrial automation [1] Group 1: Product Development - The company’s subsidiary, Jihai Micro, has introduced multiple one-stop solutions including high-voltage servo controller, six-axis robot joint drive controller, low-voltage sensorless dual motor solution, and high-performance vector inverter solution [1] - The product matrix includes various MCU chips and is focused on humanoid robotics with products such as joint controllers, real-time control DSP chips for dexterous hands, smart encoder chips, cerebellum computing chips, battery management main control chips, visual radar sensor chips, and torque sensor chips [1] Group 2: Market Strategy - The company aims to align with emerging application trends in automotive electronics, industrial control, IoT, and artificial intelligence, seizing opportunities for domestic substitution [1] - The company plans to leverage its R&D advantages in the chip sector to launch competitive chips and solutions, aspiring to become a leading integrated circuit design enterprise in the industry [1]

Core Viewpoint - Jinli Permanent Magnet (300748) indicated during institutional research that small batch deliveries of motor rotors and magnetic materials for humanoid robots are expected in the first half of 2025, positioning the robotics sector as a significant growth area for the company in the future [1] Company Summary - Jinli Permanent Magnet is focusing on the robotics industry as a key growth driver, with initial product deliveries anticipated in 2025 [1]

Financial Performance - In the first half of 2025, the company achieved operating revenue of 20.25 billion yuan, a year-on-year increase of 35.07% [2] - Main business revenue reached 3.226 billion yuan, with a year-on-year growth of 11.08% [2] - Net profit attributable to shareholders was 305 million yuan, reflecting a significant year-on-year increase of 154.81% [2] - Net profit excluding non-recurring gains and losses was 234 million yuan, up 588.18% year-on-year [2] Business Development - The company upgraded its R&D department to focus on the embodied robot motor rotor business, indicating a strategic shift towards high-performance neodymium-iron-boron materials [3] - Small batch deliveries of embodied robot motor rotors and magnetic materials were made in the first half of 2025, positioning this sector as a future growth point [3] Raw Material Procurement and Inventory - The company established large magnetic material factories in key production areas, with 70% of raw material procurement coming from strategic partnerships with major suppliers [4] - Raw material inventory reached 1.158 billion yuan, a 107.02% increase from the end of 2024 [4] Dividend Strategy - The company has consistently implemented cash dividends since its listing in 2018, with cumulative cash dividends exceeding 1.2 billion yuan, accounting for over 47% of the net profit attributable to shareholders [5] - For the first half of 2025, a cash dividend of 1.80 yuan per 10 shares is proposed, totaling approximately 247 million yuan, which represents 81% of the net profit for the period [5] Rare Earth Recycling Initiatives - The company holds a 51% stake in Yinhai New Materials, focusing on rare earth recycling, with an annual production capacity of 5,000 tons of rare earth products [6] - In the first half of 2025, Yinhai New Materials reported operating revenue of 78.89 million yuan and a net profit of 13.59 million yuan [7] Capacity Expansion - The company’s actual production capacity for magnetic materials in 2024 was 3.2 million tons, with plans for further expansion [8] - The "Annual Production of High-Performance Rare Earth Permanent Magnet Green Intelligent Manufacturing Project" is under construction, aiming for completion by 2027 [8]

Market Overview - The Hang Seng Index rose by 0.43%, gaining 115 points to close at 26,633 points, while the Hang Seng Tech Index increased by 1.91%. The morning trading volume in Hong Kong reached 175.8 billion HKD [1]. Company Highlights - Contemporary Amperex Technology Co., Limited (宁德时代) saw its stock price increase by over 5%, reaching a new high since its listing, with Credit Lyonnais raising its target price to 670 HKD [2]. - JD.com (京东集团-SW) experienced a rise of over 6%, announcing plans to invest continuously over the next three years to develop a trillion-scale artificial intelligence ecosystem [3]. - Luoyang Molybdenum Co., Ltd. (洛阳钼业) surged by 13%, hitting a new high, with disturbances in cobalt and copper supply, and the company recently introduced a 5 billion HKD equity incentive plan [3]. - Zijin Mining Group (紫金矿业) rose by over 6%, benefiting significantly from rising gold and copper prices, with its international subsidiary potentially becoming the second-largest IPO globally this year [3]. - Semiconductor stocks continued their upward trend, with Alibaba announcing an expansion in AI capital expenditure, and Goldman Sachs optimistic about long-term demand growth for Chinese AI chips. Hua Hong Semiconductor (华虹半导体) increased by over 6%, while SMIC (中芯国际) rose by nearly 2% [3]. - China Everbright Holdings (中国光大控股) increased by over 21%, with its stock price doubling this year, focusing on key industries such as artificial intelligence and semiconductors [4]. - Jinli Permanent Magnet (金力永磁) rose by over 6%, with the embodied robotics industry expected to see multiple catalysts, as the company has made early investments in the robotics sector [4]. - Shanghai Electric (上海电气) increased by over 6%, with new breakthroughs in the nuclear fusion sector and other emerging industries [5]. - Chery Automobile (奇瑞汽车) saw its stock price rise by over 8% on its first day of listing [6]. - Changfei Optical Fiber (长飞光纤) fell by over 2%, as its largest shareholder sold off 23.73% of its shares within six months [7].