（记者 王瀚黎） 中国能建（601868.SH）12月18日在投资者互动平台表示，公司布局了工业机器人制造，目前已成功研 制出光伏板清扫机器人、光伏板自动铺装机器人等，在水电施工方面联合研制了智能斜井开挖钻护一体 化等智能装备。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有制造工业机器人吗？ ...

Group 1 - The company, Zhongke Sanhuan, primarily focuses on products used in various sectors including automotive (including new energy vehicles), consumer electronics, industrial robots, computers, energy-saving appliances, wind turbines, and industrial motors [2]

（文章来源：每日经济新闻） 中科三环（000970.SZ）12月12日在投资者互动平台表示，您好，目前公司产品主要用于汽车（包括新 能源汽车）、消费类电子、工业机器人、计算机、节能家电、风力发电机、工业电机等领域。谢谢！ 每经AI快讯，有投资者在投资者互动平台提问：请问，公司产品是否供应机器人、无人机、新能源电 机等未来产业？ ...

Core Viewpoint - The company, Dongliang (600405.SH), does not currently have products applicable to home or industrial robots, focusing instead on power electronics technology related products and services [1] Group 1: Company Focus - The company specializes in the research, development, manufacturing, and sales of power electronics technology products [1] - The company is concentrated on three main industries: data communication, green travel, and new energy vehicles, particularly in energy conversion and utilization [1] Group 2: Investor Interaction - An investor inquired about the company's involvement in supplying power products for home or industrial robots and any supply agreements with related enterprises [1] - The company expressed gratitude for the investor's interest but confirmed the absence of products in the robotics sector [1]

Group 1 - The core viewpoint of the article is that Congsheng Co., Ltd. (301002.SZ) is making a strategic investment in Chongqing Jingang, a company that supplies harmonic reducers and related components primarily for the aerospace sector [1] - Chongqing Jingang's main clients include aerospace research institutes, the Aerospace Corporation, and several well-known private commercial aviation customers [1] - The company plans to increase its investment by 20 million yuan by October 2025 to assist in expanding the product line and capacity in the industrial sector, focusing on the development of harmonic reducers for industrial robots and rotary joint reducers for humanoid robots [1]

Core Insights - The rapid development of the electric vehicle industry in China has significantly increased the demand for lithium battery intelligent equipment, with the market size growing from 27.5 billion yuan in 2020 to 72.2 billion yuan in 2022. However, a slowdown in downstream market demand is expected to reduce the market size to 20.2 billion yuan in 2024, before recovering to 26 billion yuan in 2025 due to increased production rates from leading battery companies [1][7]. Industry Overview - Lithium battery intelligent equipment integrates advanced technologies such as AI, IoT, big data, and automation to enhance the efficiency and digitalization of the entire lithium battery production process [2]. - The production process is divided into three stages: front-end (electrode preparation), mid-stage (cell assembly), and back-end (testing and packaging), with intelligent equipment corresponding to each critical stage [4]. Industry Policies - The Chinese government has implemented various policies to promote the transformation and high-quality development of the lithium battery intelligent equipment industry, including the "Action Plan for Promoting Large-Scale Equipment Updates" and the "High-Quality Development Action Plan for New Energy Storage Manufacturing" [2]. Market Dynamics - The global lithium battery intelligent equipment market grew from $6.524 billion in 2020 to $17.811 billion in 2022. However, it is projected to decline in 2023-2024 due to changes in terminal market demand. Recovery is expected in 2025, with the market size reaching $10.882 billion [5][6]. - In 2024, China is expected to account for 34.1% of the global market, with significant contributions from the Asia-Pacific region, Europe, and North America [5]. Application Segments - In 2024, the application of lithium battery intelligent equipment is primarily in the electric vehicle sector (68%), followed by consumer electronics (17%) and energy storage (13%) [7]. Competitive Landscape - The competitive landscape of the lithium battery intelligent equipment industry in China is characterized by a leading player, XianDao Intelligent, followed by strong competitors like YingHe Technology and HuaZi Technology. The market is also populated by numerous small and medium-sized enterprises [8][10]. - XianDao Intelligent holds a significant market share due to its comprehensive product line and strong R&D capabilities, while other companies focus on specific segments and maintain competitive advantages through technology and customer service [8]. Development Trends - Future trends in the lithium battery intelligent equipment industry include the evolution towards integrated "turnkey" solutions, deep integration with AI and industrial big data, and the adoption of flexible and modular designs to adapt to rapid technological changes and market fluctuations [11][12][13].

人民财讯12月9日电，华菱线缆（001208）12月9日在电话会议上表示，公司在工业机器人和人形机器人 领域均有布局，去年机器人相关线缆营收近1个亿，目前产品已涉及30多个场景，如咖啡厅、厨房、特 种船舶清洁、深海勘探等。生产制造上，若能成功实现收购，公司将具备机器人线束连接器一体化集成 能力；客户资源上，一方面，拟收购企业与多家机器人企业有合作基础，另一方面，公司控股股东湖南 钢铁集团与头部人形机器人、工业机器人企业均有业务合作，将通过集团营销大协同战略持续为公司赋 能。 ...

艾利特成立于2018年2月7日，是专注于工业机器人及自动化设备研发的国家高新技术企业，已构建了覆 盖5-30kg负载的八大系列39款产品矩阵，具备从操作系统到关节模组的全栈技术能力，产品广泛应用于 汽车、3C电子、生物医疗等行业。公司产品主要包括协作机器人整机产品及机器人系统集成业务。 其中，协作机器人是从工业机器人领域中发展出的新分支,其特点是能够与人类在共同工作空间中进行 近距离互动。相比传统工业机器人，协作机器人具备高安全性、高负载自重比、易编程、可快速部署等 特色，其创新应用模式不断涌现，应用场景日益多元化，具有广阔的市场发展前景。另外，通用智能机 器人各类产品及核心模组、部件业务主要包括协作机器人工作站与复合机器人。 艾利特的协作机器人整机产品分为多种标准化产品，负载从1kg至30kg不等。客户可以通过作业编程和 简单装配末端执行装置，将协作机器人用于流水线自动作业,也可通过软件应用的二次开发及自动化配 套设备的集成，实现搬运、包装、打磨、焊接、喷涂、检测等多种契合工业和商业场景的功能。 山东威达（002026）12月5日晚间公告，公司拟投资合计约2000万元参股艾利特智能机器人。 12月4日，公司 ...

Group 1 - The Robot ETF (562500) experienced a decline of 0.42% as of 9:52 AM, showing a "bottom-rebound" trend with a quick recovery from the intraday low, indicating strong support below [1] - In terms of holdings, Boke Technology led the gains with an increase of over 9%, while Hechuan Technology and Julun Intelligent rose by more than 2%, and stocks like Dazhu Laser also followed suit; however, companies like Gogo Technology and Yuntian Lefeiy experienced pullbacks [1] - The trading volume was high, with a transaction amount reaching 236 million yuan within the first 20 minutes of the market opening, reflecting sustained trading enthusiasm [1] Group 2 - CITIC Construction Investment Securities indicated that industrial scenarios are more feasible for implementation compared to household scenarios due to structured environments and standardized tasks, with a focus on cost reduction and efficiency improvement for B-end clients [2] - Simple industrial processes, such as loading and unloading, tightening, and other labor-intensive tasks, are expected to be the breakthrough points for the large-scale application of humanoid robots [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments including humanoid robots, industrial robots, and service robots, providing investors with a one-click investment opportunity in the robot industry chain [2]

Core Viewpoint - Dongtu Technology's Hongdao operating system is versatile, applicable to both industrial and humanoid robots, showcasing the company's strategic focus on humanoid robotics through advanced technologies [1] Group 1: Technology and Applications - The Hongdao operating system is designed to support humanoid robots, leveraging virtualization and elastic microkernel features to create a foundational operating system [1] - The AUTBUS bus technology provides high real-time performance and security, ensuring reliable internal communication and control for robots [1] - The company aims to establish a domestically produced electronic architecture tailored for humanoid robots [1]