产业动态： 南京：携手跨国医企共建先进医疗技术创新中心 杭州：开放百个AI应用场景培育千亿集群 《浪尖周报》第43期，将于9月29日发布，结合各城市产业发展重点，精选出以下内容： 为促进长三角产业协作与科创协同，智通财经旗下智库澎湃研究所推出"浪尖计划"。作为"浪尖计划"的 子项目之一，《浪尖周报：长三角产业动态》聚焦长三角九大万亿GDP城市最新产业动态，精选142条9 城主要报刊一周（2025年9月22日-2025年9月28日）的重要新闻与领导活动资讯，呈现产业政策动向与 发展趋势。 产业头条： 上海：百亿耐心资本撬动未来启点社区前沿创新 合肥：庐阳区310亿元基金撬动传感器产业集聚 苏州：引进731家德企，实际使用德资超36亿美元 宁波：舟山港开通全球首条中欧北极集装箱快航航线 无锡：高新区生物医药产业规模突破1100亿元 南通：2027 年具身智能产业规模超1000亿元 如您希望订阅《浪尖周报》，请填写【问卷】或扫描海报二维码完成订阅。订阅成功后，每周将通过邮 件为您推送最新产业动态。 常州：西太湖人工智能国际社区再添关键底座 ...

9月28日，消费级具身智能机器人企业苏州乐享智能科技有限公司（以下简称 "乐享科技"）正式宣布完 成2亿元"天使++"轮融资。 本轮融资由钟鼎资本领投，老股东 IDG 资本持续加投。资金将主要用于自研核心零部件攻关、机器人 本体与运动控制技术开发及意识仿生模型迭代等，目标加速消费级具身智能产品规模化落地。 成立9个月完成三笔总额近5亿元融资 乐享科技成立于2024年12月，位于吴中经开区，是一家专注于消费级具身智能机器人的企业，拥有传感 器等硬件研发、算法及生成式AI等核心技术。 自2024年12月成立以来，乐享科技已在9个月内完成三轮融资。 乐享科技致力于打造出全球首款应用于消费级场景的具身智能产品。郭人杰曾表示，"30年之后大家都 在用的产品，今天可能都还没有出现。"他相信当下正处于新技术变革的浪潮中，有许多可能改变世界 的产品正处于萌芽阶段，这也是他决定创业的原因。 据悉，目前乐享科技团队规模已扩展至90人，其中研发人员占比超过80%，形成了一支以产品为导向的 高效技术团队。团队核心研发成员均毕业于清华大学、浙江大学、中国科学院、加州大学伯克利分校、 卡耐基梅隆大学等国内外顶尖高校及科研机构。 团队近期 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [5] Core Insights - The report highlights the positive outlook for the lithium battery sector, with iron-lithium battery prices continuing to rise and significant breakthroughs in solid-state battery technology [1][8] - The photovoltaic sector is supported by government initiatives aimed at promoting high-quality development in the renewable energy industry, with expectations for price stabilization as excess capacity is eliminated [2][17] - The wind power sector aims for a total installed capacity of 360 GW by 2035, with ongoing tenders for offshore wind projects in Hainan [2][30] - The energy storage sector is seeing new technology layouts from government departments, with recent price increases in battery cells and tight supply conditions [3][42] - The electric power equipment sector is experiencing increased capital expenditure forecasts from major companies like Alibaba, indicating growth potential [4][49] Summary by Sections Lithium Battery Sector - Iron-lithium battery prices have increased by 0.15% to 0.33 CNY/Wh for 100Ah cells, and 0.17% to 0.30 CNY/Wh for 280Ah cells [8] - Solid-state battery advancements have been published in Nature, moving towards a lithium-rich manganese-based cathode and metallic lithium anode [9] - The automotive sector plans to implement solid-state batteries by 2026, with consumer electronics rapidly adopting semi-solid batteries [10] Photovoltaic Sector - The National Energy Administration emphasizes the need for high-quality development in the renewable energy sector, addressing "involution" in the photovoltaic industry [2][17] - The report anticipates a gradual recovery in prices as outdated capacity is phased out due to new national standards and industry self-regulation [2][18] - Recent price trends show fluctuations in silicon material and module prices, with expectations for future price increases [19][21] Wind Power Sector - China's wind and solar installed capacity target for 2035 is set at 360 GW, with significant growth expected in the coming years [30] - Recent tenders for offshore wind projects in Hainan indicate ongoing investment and development in the sector [31] Energy Storage Sector - The government has released guidelines for new energy storage technologies, focusing on solid-state and liquid flow batteries [3][39] - The price of battery cells has seen slight increases, with supply remaining tight [42][45] - The report highlights the growing demand for energy storage solutions in both domestic and international markets [46] Electric Power Equipment Sector - Alibaba's increased capital expenditure forecast suggests a robust growth trajectory for the electric power equipment sector [49] - The report notes the significance of the Yantai-Weihai high-voltage project, which is expected to be completed by 2026 [50] Industrial Control and Robotics Sector - The report discusses the introduction of various robotic technologies at the 2025 Industrial Expo, indicating advancements in automation [56][57] - The manufacturing sector shows signs of recovery, with an increase in the PMI index suggesting improved demand for industrial control components [56] Hydrogen Energy Sector - The National Energy Administration has issued guidelines for the high-quality development of hydrogen energy equipment, with significant projects being approved [4][66] - The report highlights the approval of a large-scale green hydrogen project by Goldwind Technology, indicating growth in the hydrogen sector [67][68] - The report suggests focusing on companies involved in green hydrogen production and fuel cell systems [69][72]

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, particularly focusing on quality domestic brands and emerging technologies [5]. Core Viewpoints - The automotive industry is undergoing significant transformation driven by smart electric vehicles and autonomous driving technologies, with a recommendation to focus on key players such as BYD, Geely, Xpeng, and others [10][11]. - The report highlights the importance of the T-chain in the robotics sector, particularly with Tesla's upcoming Optimus V3, which is expected to significantly impact the market [12][16]. - The report emphasizes the growth potential in the liquid cooling market, driven by the increasing demand for high-performance computing and AI technologies [20][22]. Summary by Sections Weekly Overview - The automotive sector underperformed the market, with a decline of 1.2% in the A-share automotive sector from September 22 to September 26, ranking 19th among sub-industries [32]. - Passenger car sales for the third week of September 2025 reached 516,000 units, a year-on-year increase of 13.4% and a month-on-month increase of 12.6% [44]. Passenger Vehicles - The report suggests that the continuation of vehicle replacement policies will stimulate domestic demand, with a focus on quality domestic brands like Geely, Xpeng, and BYD [13]. - The introduction of new models, such as the AITO M7 and Li Auto i6, is expected to drive sales growth in the high-end market segment [11][14]. Robotics - The report identifies the T-chain as a core focus area, with significant developments expected from Tesla's Optimus V3, which aims to produce hundreds of prototypes by the end of 2025 [12][16]. - The report also notes the acceleration of the domestic robotics sector's IPO processes, which could serve as a catalyst for market sentiment [19]. Liquid Cooling - The global liquid cooling market is projected to grow at a compound annual growth rate of 27.6% from 2024 to 2030, driven by the demand for high-performance computing [20]. - Liquid cooling technology is becoming essential for data centers, especially as AI computing power increases [22]. Motorcycles - The motorcycle market is experiencing rapid growth, particularly in the mid to large displacement segments, with sales of 250cc and above motorcycles reaching 84,000 units in August 2025, a year-on-year increase of 23.6% [23][24]. - The report recommends focusing on leading companies in the mid to large displacement motorcycle segment, such as Chunfeng Power and Longxin General [24]. Heavy Trucks - The heavy truck market is seeing a resurgence in demand, with sales of 92,000 units in August 2025, a year-on-year increase of 46.6% [26]. - The expansion of vehicle replacement subsidies is expected to further stimulate demand in the heavy truck sector [27]. Tires - The tire industry is benefiting from strong domestic and international demand, with leading companies expected to continue expanding their global presence [28][30]. - The report highlights the importance of technological advancements and product optimization in maintaining competitiveness in the tire market [29].

当具身智能机器人在工业车间精准装配、在家庭场景灵活服务、在危险环境高效处置时，支撑这一切动作的关 键是其"身体"深处的核心零部件——视觉传感器捕捉环境细节，力控传感器感知操作力度，一体化关节驱动精 准动作，灵巧手实现精细抓取。 2025第二届中关村具身智能产业生态赛 正是聚焦这一产业链上游关键环节的专业竞技平台，以 "核心部件强 则机器人强"为理念，搭建起技术比拼与生态共建的核心舞台。 作为大赛三大赛道之一， 具身智能产业生态赛 精准锚定机器人本体的"筋骨"与"神经"，重点围绕 视觉传感 器、力控传感器、一体化关节、电子皮肤、灵巧手、具身遥操作 等细分领域，邀请行业头部企业、高校科研 团队同台竞技。 在这里，每一项参赛成果都直指产业痛点：更灵敏的传感器能让机器人"眼观六路"，更耐用的一体化关节能 延长设备生命周期，更灵巧的机械手可适配复杂作业场景——这些创新突破，正是推动具身智能机器人从"能 行动"向"善干活"跨越的核心动力。 ▍产业链从"单点突破"到"生态协同" 机器人产业的高质量发展，离不开上游核心部件的技术突破与产业协同。上游零部件的性能、成本与供应稳定 性，直接决定下游应用场景的落地效率。 具身智能产 ...

新京报贝壳财经讯（记者陈维城）9月28日，具身智能机器人企业乐享科技正式宣布完成2亿元"天使 ++"轮融资。这是乐享科技自成立以来9个月内完成的第三轮融资。截至目前，公司天使轮融资总金额 已接近5亿元。 校对 张彦君 本轮融资由钟鼎资本领投，老股东IDG资本持续加投，资金将主要用于自研核心零部件攻关、机器人本 体与运动控制技术开发及意识仿生模型迭代等，目标加速消费级具身智能产品规模化落地。 编辑 杨娟娟 乐享科技创始人郭人杰曾任追觅中国区执行总裁，三年达成年营收60亿，管理团队超1500人。目前，乐 享科技团队规模已扩展至90人，其中研发人员占比超过80%，形成了一支以产品为导向的高效技术团 队。 ...

来源：投资界 2025年公司中报显示，公司上半年总收入达7.31亿港元，同比增长36%；归母净利润3.39亿港元，同比增长30%。已全部还清银行贷款，有息 负债率低至7.9%——这份扎实的成绩单，不仅是其卓越盈利能力的体现，更是首程控股八年来坚定转型、持续进化的必然成果。 跟踪首程团队数月的访谈过程中，一个感受尤为深刻：其实企业并没有什么与生俱来的护城河，所谓的壁垒，不过是一群"想干事、能干事、 干成事"的人，凭着股实干的劲头，一砖一瓦垒砌起来的。 路是闯出来的。回望这几年，首程控股持续向上的核心密码，源于整个团队思维方式的持续演进与内在共振——这是一种与时代脉搏同频、不 断自我刷新的"创业式进化"。 破局：从"负资产困局"到"创业式突围" 复盘首程控股 (0697.HK) 与它的 " 创业式 " 进化。 这是一场绝地求生的逆袭。 八年前，香港老牌红筹上市公司首长国际(0697.HK)深陷困境，2013-2015年累计亏损近64亿港元，2016年再亏约16亿港元，股价跌至几毛，徘 徊在退市边缘。这家曾经的"红筹明星"，在去产能、调结构的时代浪潮中，一度面临退市危机。 八年转型磨一剑，如今的首程控股已脱胎换骨， ...

第二十五届中国国际工业博览会（下称"工博会"）上， 机器人 （300024.SZ，下称"新松机器人"）展台人头攒动，其多可仿生 人形机器人 "睿 可"系列刚刚斩获机器人届的"奥斯卡大奖"——CIIF大奖。 然而，这场技术秀场的聚光灯背后，却是公司近年来在资本市场与经营业绩上的持续低迷。被誉为"国产机器人先行者"、"机器人第一股"，新 松"第一"的头衔却似乎越来越名不副实。 量滞利亏 2025年半年报显示，新松机器人实现营收16.60亿元，同比微降0.07%，增长近乎陷入停滞。更令人担忧的是其盈利能力，报告期内归母净利 润-9535.82万元，同比大幅下降54.32%；扣非后归母净利润为-1.22亿元，同比下降12.66%。毛利率14.62%，同比亦有所下滑。 这份成绩单在行业复苏的背景下显得格格不入。 高工机器人产业研究所（GGII）报告称，2025年上半年中国工业机器人市场累计销量同比增长13.36%。国家统计局数据也显示，同期工业机器人 产量达36.93万套，同比猛增35.6%。行业整体向好，"老牌"新松机器人的业绩疲软尤为刺眼。 | | | | | | | 甲:70 | | --- | --- | -- ...

那么VLA是什么？ 最近有同学后台留言，刚开学导师跨行做具身，让自己先去摸索下，最好能产出论文和项目。没有基础最 快能多久出论文？ 针对跨行或者新入门的同学，我们一直建议先把基础打好。然后找一些研究价值比较大的领域突破。特别 是有一定的工作基础、数据基础的领域，如果完全不成熟，没有人同行后期科研的难度很大。 从今年各个机器人与AI顶会来看，VLA及其相关衍生方向，占据了近一半的具身产出。特别是长程操作、 泛化、少样本、VLA+RL、人形相关。如果有同学不知道怎么选择方向，可以多关注这个领域！具身智能 之心最近也出品了一套1v6的科研辅导论文课程，也欢迎关注报名。 从产业角度看，国内外具身智能领域正处于蓬勃发展阶段，Unitree、智元、星海图、银河通用、逐际动力 等团队从实验室走向商业化，华为、京东、腾讯等科技巨头也积极布局，与国外Tesla、Figure AI等公司正 在一起推动这一领域的发展。 很多同学后台留言，咨询VLA相关的论文辅导，希望能够快速入门或转型。VLA作为目前的研究热点，还 有很多问题没有解决，确实是发论文的好方向。但相关体系过于庞大，路线、仿真框架较多，如何写稿、 投稿也都是技巧。具身智 ...

本轮融资由钟鼎资本领投，老股东IDG资本加投。 9月28日，消费级机器人企业苏州乐享智能科技有限公司宣布完成2亿元"天使++"轮融资。乐享科技的 创始人郭人杰曾任追觅中国区执行总裁。据了解，本轮融资由钟鼎资本领投，老股东IDG资本加投，资 金将主要用于自研核心零部件攻关、机器人本体与运控技术开发、意识仿生模型迭代，以及加速消费级 具身智能产品规模化落地。 ...