Core Insights - The breakthrough of Industrial Embodied AI is not merely a technological upgrade but addresses the core characteristics of process industries, which include "continuous operation, high risk, and strong coupling" [2] - Industrial Embodied AI overcomes the long-standing bottleneck of traditional AI, which has only remained at the "analytical suggestion level" and cannot directly intervene in production execution [2] - The core value of Industrial Embodied AI lies in breaking the divide between "virtual thinking" and "physical execution," transforming from an isolated data analysis tool to an embedded "autonomous intelligent agent" throughout the entire production process [2] - This innovation enables a complete closed-loop of "perception-cognition-decision-execution," allowing for self-optimization and self-adjustment of production processes [2] - The advancement signifies a shift in the process industry from the "automation" phase to a new "autonomy" phase, injecting core momentum into new industrialization [2]

Core Insights - The concept of "Industrial Embodied Intelligence" was introduced by Zhongkong Technology, aiming to integrate intelligence into production processes, transforming it from a "tool" to a "subject" with continuous learning and autonomous operation capabilities [1][3] Group 1: Implementation and Technology - Hubei Xingrui Chemical Co., a subsidiary of Xingfa Group, became the first application site for Industrial Embodied Intelligence, replacing multiple traditional control systems with a unified General Control System (UCS) that manages over 15,000 data points [2] - The UCS allows for automatic recognition of process parameter fluctuations, timely adjustments, and proactive alerts for abnormal trends, effectively creating a complete production closed loop [2] - The TPT large model performs multi-modal data analysis and trend forecasting, ensuring precise control of key product concentrations and optimizing resource consumption [2] Group 2: Industry Impact and Future Prospects - The successful implementation of Industrial Embodied Intelligence marks a shift in process industry operations from "experience-driven" to "AI real-time autonomous decision-making" [3] - TPT serves as a universal template that can be adapted across various industries with minimal adjustments, enabling rapid activation of six core capabilities including simulation, control, and optimization [3] - The application of Industrial Embodied Intelligence is expanding beyond the petrochemical sector into metallurgy, construction materials, and discrete industries, with increasing proactive engagement from clients [3]

责任编辑：胡尊波 ...

| | | | 截至12月31日止年度 | | | | 截至6月30日止六個月 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 金额 | % | 金额 | % | 金融 | % | 金额 | % | 金额 | % | | | | | | | | | (未經審核) | | | | | | | | | | (人民幣千元,百分比除外) | | | | | | | EIIR產品 | 33,820 | 15.3 | 114,137 | 26.3 | 271,833 | 45.3 | 46,787 | 32.6 | 220,780 | 53.6 | | AI赋能的智能 | | | | | | | | | | | | 化產品 | 94.151 | 42.5 | 203.357 | 46.9 | 204.954 | 34.1 | 66.317 | 46.2 | 109,773 | 26.7 | | 模组類產品 ...

21世纪经济报道记者 陈归辞 据港交所9月28日披露，常州微亿智造科技股份有限公司（下称"微亿智造"）正式向港交所递交招股说 明书，拟主板挂牌上市，东方融资担任独家保荐人。 上半年营收4亿元、利润669万元 招股书显示，2022年至2024年，微亿智造实现了营收的快速增长，由2022年的2.21亿元增长至2024年的 6.00亿元，复合年增长率达64.7%；2025年上半年，其营收从2024年同期的1.43亿元大幅增长187%至 4.12亿元。 盈利能力方面，2024年和2025年上半年，微亿智造已实现盈利。微亿智造的经营利润由2022年的-9131 万元增长至2024年的5639万元，2025年上半年则达4340万元；期内利润由2022年的-9201万元增长至 2024年的1574万元，2025年上半年则达669万元。 微亿智造有EIIR产品、AI赋能的智能化产品、模组类产品三条产品线。目前，毛利率超50%的高价值 EIIR产品已成为其增长的核心动力。 招股书显示，微亿智造EIIR产品营收在总营收中的占比已从2022年的15.3%攀升至2024年的45.3%，并 在2025年上半年进一步增长至53.6%。E ...

本报讯 （记者袁传玺）9月28日，常州微亿智造科技股份有限公司（以下简称"微亿智造"）向港交所主板递交上市申请， 东方融资为独家保荐人。 微亿智造在招股书中表示，IPO募集所得款项净额将用于核心技术研发，提升工业具身智能机器人产品的智能水平及性 能；建立本地化的海外销售及服务网络，深化全球业务布局；战略投资及收购，建立开放共赢的应用生态系统；扩大生产能力 以及用作运营资金与其他一般企业用途。 微亿智造成立于2018年，是一家领先的工业具身智能机器人公司，致力于通过前沿技术重塑制造业未来。通过自研的全栈 式软硬件系统及深厚的系统工程能力，公司成功开发能自主感知、学习、决策并执行复杂任务的工业具身智能机器人产品，为 全球客户提供开箱即用、高度柔性且具备卓越智能水平的相关产品及解决方案。作为多场景、多行业应用先行者，公司已实现 规模商业化及迅速增长的财务表现。 成立至今，微亿智造共完成多轮融资，股东包括工业母机基金、深创投、洪泰基金、普华资本、成为资本等多家国家队基 金及知名投资机构。 深厚的技术实力最终转化为切实的市场领导地位，根据灼识咨询报告，按2024年收益计，微亿智造是中国最大的工业具身 智能机器人供应商。 ...

据港交所9月28日披露，工业具身智能机器人公司常州微亿智造科技股份有限公司 （下称"微亿智造"） 向港交所递交上市申请，东方证券为独家保荐人。 公司2022年、2023年期内亏损9201万元、1.14亿元，2024年实现盈利 1574万元，2025年上半年盈利668 万元，正式扭亏为盈。 | 收益 | 6 | 221,283 | 434.026 | 600,246 | 143.458 | 411.750 | | --- | --- | --- | --- | --- | --- | --- | | 销售成本 | 10 | (149,467) | (250,209) | (312,981) | (72,955) | (208.425) | | 毛利 | | 71.816 | 183.817 | 287,265 | 70.503 | 203.325 | | 銷售開支 | 10 | (17,137) | (49.756) | (31,314) | (12,722) | (16.300) | | 一般及行政開支 | 10 | (73,821) | (60.733) | (42,032) | (22,423) | (3 ...

公司战略聚焦于工业具身智能中最具增长潜力和场景适应性的移动操作机器人，并于2024年按收入计在 工业移动操作机器人公司中排名全球第一。在半导体产业，优艾智合2024年在中国市场排名第一；在能 源及化工产业排名第二。 优艾智合是一家工业具身智能科技公司，致力于为全球工业客户提供稳定、柔性、高效的生产解决方 案。公司提供"一脑多态"具身智能机器人解决方案，包括高泛化智能模型及具备感知、移动、操作能力 的多形态机器人。 截至2025年9月22日，其解决方案已在中国、日本、韩国、德国等30余个国家及地区销售，客户涵盖半 导体晶圆代工厂、电网集团和能源集团等知名企业。优艾智合早在2017年即实现具身智能产品的销售， 并在半导体和能源化工领域率先实现规模销售。 优艾智合已向港交所提交上市申请，中金公司（601995）为独家保荐人。 ...

据港交所9月28日披露，常州微亿智造科技股份有限公司(简称：微亿智造)向港交所主板提交上市申请 书，东方证券(国际)为独家保荐人。 据招股书，微亿智造是一家领先的工业具身智能机器人公司，致力于通过前沿技术重塑制造业的未来。 该公司为全球客户提供开箱即用、高度柔性且具备卓越智能水平的工业具身智能机器人(EIIR)产品及解 决方案。该公司通过自研的全栈式软硬件系统及全面的系统工程能力，成功地开发出能够自主感知、学 习、决策并执行复杂任务的EIIR产品。 于往绩记录期间，作为多场景、多行业应用工业具身智能机器人的先行者，该公司实现了规模商业化及 迅速增长的财务表现： 市场领导者，增长势头强劲：按2024年收益计，该公司是中国最大的EIIR供应商。该公司的旗舰产品线 —EIIR—是该公司增长的核心引擎;其收益由2022年的人民币3380万元，先后同比增长237.5%及 138.2%，增至2024年的人民币约2.72亿元。因此，EIIR产品已成为该公司主要的收益驱动力，其收益占 总收益的比重由2022年的15.3%增长至2025年上半年的53.6%。于往绩记录期间，该业务线的毛利率由 2022年的45.7%增长至202 ...

Core Viewpoint - Weiyi Intelligent Manufacturing Technology Co., Ltd. (Weiyi Intelligent) has submitted its listing application to the Hong Kong Stock Exchange, with Dongfang Securities (International) as the sole sponsor [1][3]. Company Overview - Weiyi Intelligent is a leading company in the field of embodied intelligent robots, aiming to reshape the future of manufacturing through advanced technology [3]. - The company provides ready-to-use, highly flexible, and intelligent embodied intelligent robot (EIIR) products and solutions to global customers [3]. Financial Performance - The company has demonstrated strong financial growth, with revenues increasing from approximately RMB 33.8 million in 2022 to about RMB 272 million in 2024, reflecting year-on-year growth rates of 237.5% and 138.2% respectively [3]. - The revenue contribution from EIIR products rose from 15.3% in 2022 to 53.6% in the first half of 2025, indicating its significance as a revenue driver [3]. - Gross margin for the EIIR business line improved from 45.7% in 2022 to 54.1% in the first half of 2025, showcasing the company's strong growth potential and profitability [3]. Market Position and Product Lines - Weiyi Intelligent is one of the first companies globally to achieve large-scale commercialization of embodied intelligent robots across various complex industrial scenarios, including 3C electronics, automotive manufacturing, new energy, fast-moving consumer goods, and semiconductors [4]. - The company has developed three complementary product lines: - EIIR products that integrate AI for flexible production without manual programming [4]. - AI-enabled intelligent products focused on visual perception, data analysis, and process optimization [6]. - Modular products that standardize core technologies for independent sales, enhancing market penetration [6]. Data Assets - The company has accumulated the largest unstructured precision database in the industry, exceeding 15TB and containing over 1 billion records, which serves as a significant competitive advantage [6]. International Expansion - Starting in 2025, Weiyi Intelligent will officially launch its overseas expansion strategy, targeting markets in Europe, the United States, Japan, Singapore, and Malaysia [6]. - The company has already served over 25 Fortune 500 and leading international enterprises, securing multiple direct delivery orders overseas [6]. Revenue and Profitability - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately RMB 221 million, RMB 434 million, RMB 600 million, and RMB 411 million respectively [7]. - The net profit/loss for the same periods was approximately -RMB 92 million, -RMB 114 million, RMB 15.7 million, and RMB 6.7 million [7].