谈及中国企业，王兴兴认为，中国科技企业是连接世界的重要纽带，既分享全球科技成果，也贡献 自身创新能力。他特别强调，人工智能和机器人技术的进步离不开全球协作。 展望未来，中国将担任亚太经合组织2026年东道主，王兴兴表示，这将是一次促进全球科技交流与 合作的重要契机。他坚信，唯有携手共进，才能迎接机器人技术带来的全新文明图景。 人民网韩国庆州10月31日电 （记者赵瞳、张文捷）在2025年亚太经合组织（APEC）工商领导人峰 会期间，宇树科技创始人王兴兴在接受人民网采访时表示，当前世界不可回避的主旋律是合作与协同共 赢，AI驱动的机器人产业有望成为推动全球经济增长的最大引擎。 王兴兴表示亚太各经济体在智能制造、AI与机器人领域拥有巨大合作潜力。"我这次来韩国也约了 当地的合作方，或者潜在合作方探讨一些合作项目。"科技发展是全球共创的过程，各国企业、科研机 构都在其中扮演重要角色。宇树科技近年来在亚太及全球市场积极布局，通过与本地合作伙伴协作，推 动机器人在工厂、服务场景中的落地应用。 ...

Core Insights - The article emphasizes the importance of developing humanoid robotic hands that closely mimic human anatomy and functionality to meet complex scenario demands in robotics [1] - It highlights the limitations of existing LEGO robotic hands and the urgent need for innovative designs that contribute to modern robotics research [1] Group 1: Trends in Robotic Hand Design - The development of robotic hands is following two main trends: simplifying design while retaining functionality and adopting soft robotics technology for flexibility and adaptability [2] - The PISAIIT SoftHand exemplifies a highly adaptable humanoid tendon-driven hand that simplifies control systems while enhancing stability and adaptability in grasping [4] Group 2: Educational SoftHand-A Prototype - The Educational SoftHand-A prototype was created using standard LEGO components, allowing students to understand robotic hand design principles through hands-on experience [5] - The design features a customized antagonistic tendon layout and utilizes clutch gears for flexible cooperative movement, improving finger motion synchronization and overall responsiveness [7] Group 3: Structural Design and Drive System - Educational SoftHand-A consists of four fingers, each with three rotational joints, providing a total of 12 degrees of freedom, enabling adaptive grasping based on external constraints [10] - The drive system includes two MINDSTORMS EV3 motors and a programmable controller, allowing users to adjust tendon tension for grasping and opening [11] Group 4: Performance Testing - The prototype underwent various tests to evaluate its response time and load capacity, with single-finger movements taking approximately 1 second for a full cycle [17] - The Educational SoftHand-A demonstrated a load capacity of 5-6 Newtons per finger, slightly lower than its 3D-printed counterparts [17] Group 5: Adaptive Grasping Capability - The prototype successfully grasped various household items weighing between 0.1-0.8 kilograms, showcasing its adaptive grasping capabilities [20] - The hand adjusted its grip based on the shape and depth of objects, reflecting the cooperative operation characteristics of the PISAIIT SoftHand [22] Group 6: Conclusion - Despite being constructed entirely from LEGO components, Educational SoftHand-A's performance in response speed, force transmission, and adaptive grasping is comparable to other SoftHand versions, making it a valuable platform for robotics education and research [22]

Core Viewpoint - The company has announced an investment in Future Partners Robotics (Shenzhen) Co., Ltd., acquiring a 40% stake, with plans to enhance its robotics business through strategic partnerships with telecom operators [1] Group 1: Investment and Stake - The company will invest in Future Partners Robotics (Shenzhen) Co., Ltd. in October 2025, holding a 40% equity stake [1] Group 2: Robotics Business Strategy - The primary market entry point for the company's robotics business will be through sales via telecom operator channels [1] - The company aims to leverage long-term partnerships with telecom operators to promote the standardization, modularization, and scaling of its robotics products [1] - The focus is on developing industry-specific robotic solutions to accelerate product promotion [1]

Core Insights - Amazon's AWS growth rate has reached its highest level since 2022, with a year-on-year growth rate of 20.2%, achieving an annualized run rate of $132 billion [1] - The backlog of unfulfilled contracts has reached $200 billion, not including several new contracts expected to be announced in October, which exceed the total transactions of the third quarter [1] - AWS continues to lead the market with a diverse range of services and rapid innovation, recognized as a leader by Gartner for 15 consecutive years [1] AWS Capacity and AI Investments - AWS's power capacity has doubled compared to 2022 levels and is expected to double again by 2027, with at least 1 gigawatt planned for the fourth quarter [2] - The Trainium2 chip business has seen a 150% quarter-on-quarter growth, with significant collaboration with companies like Nvidia, AMD, and Intel [2] - The company is investing heavily in AI, anticipating strong capital returns in the long term, while also enhancing its logistics network to support business growth [2] Trainium Chip Development - Trainium2 has a limited but large customer base, with a price-performance advantage of 30% to 40% over alternatives, driving demand [4] - Trainium3 is expected to be previewed by the end of this year, with mass production anticipated in early 2026, generating interest from both large and medium-sized customers [4] - The success of projects like Rainier, which utilizes Trainium2, is expected to enhance the credibility of Trainium chips among customers [6] Grocery Business Expansion - Amazon's grocery business has surpassed $100 billion in total merchandise sales over the past 12 months, positioning it among the top three grocery retailers in the U.S. [7] - The company is expanding its fresh grocery delivery service, which has already reached 1,000 cities and is expected to grow to 2,300 by the end of the year [7] - The focus is on changing consumer habits towards same-day delivery for fresh items, indicating significant potential in this area [7] Automation and Robotics - Amazon has over 1 million robots in its fulfillment network, with plans for further innovation and investment in robotics to enhance safety and productivity [8] - The company aims to create a collaborative fulfillment network where robots and humans work together, optimizing costs and improving customer experience [8] Advertising Growth - Amazon's advertising business has seen significant growth, with a comprehensive solution that includes brand awareness and sales conversion strategies [12] - The demand-side platform (DSP) has rapidly expanded, with improvements based on customer feedback, positioning it as a robust advertising tool [12] - Video advertising is also identified as a key growth area, contributing substantial revenue despite being in its early stages [12]

Core Viewpoint - The company, Haon Auto Electric (301488), plans to officially enter the robotics sector in 2024, leveraging its existing automotive perception technology for this new market [1] Business Expansion Path - Initially, the company will enter the market as a perception system supplier, reusing mature perception technology from the automotive field for robotics [1] - The company has established a partnership with NVIDIA to utilize its Thor chip and other core products to develop the "brain" (decision control system) for robots, creating an integrated layout of "perception + decision" [1] Product Layout - The company's product offerings currently cover two core aspects of robotics: - Perception, which includes visual perception (6-8 units per robot), ultrasonic radar perception (6-8 units per robot), and pure solid-state LiDAR - Decision-making, which is based on NVIDIA chips for the robot controller (brain) [1] Collaboration with Clients - The company has formed deep collaborations with leading robotics firms such as Zhiyuan and Zhejiang Renxing, with ultrasonic radar successfully integrated into Zhiyuan's robots and achieving mass production [1]

Core Insights - Despite challenges such as tariffs and geopolitical conflicts, several markets in the Asia-Pacific region, including China, Japan, South Korea, and Southeast Asia, have shown strong stock market performance [1][2] - The key drivers behind the robust performance of the Asia-Pacific markets include a revaluation of Chinese market values, corporate governance reforms in Japan, and the cyclical nature of technology stocks in South Korea [1][2] - The future of the Asia-Pacific capital markets may face pressures from traditional growth models due to demographic changes, geopolitical factors, and global supply chain restructuring [1][3] Market Dynamics - The Asia-Pacific region is experiencing a divergence between developed markets like Japan and Australia and less developed markets, highlighting the varying economic conditions across the region [2] - Market liquidity is becoming less significant as more companies opt for privatization, leading to a situation where not all economic indicators are publicly available [2] - Tariffs have introduced uncertainty that affects economic activities requiring stability, such as investment decisions and mergers [2] Future Trends - The power of capital will ultimately manifest as companies consider various manufacturing locations, including China, Southeast Asia, and developed regions like the U.S. [3][4] - The importance of low-cost labor is expected to diminish over the next 50 years due to the rise of artificial intelligence and related technologies, leading to a shift in manufacturing site selection closer to consumer bases [4] - The Asia-Pacific region, with two-thirds of the world's population, is likely to remain a central hub for manufacturing due to its high domestic consumption levels [3][4]

Core Insights - Despite challenges such as tariffs and geopolitical conflicts, markets in the Asia-Pacific region, including China, Japan, South Korea, and Southeast Asia, are performing exceptionally well [1] - The core drivers behind the strong performance of these markets include a revaluation of value in China, corporate governance reforms in Japan, the cyclical nature of technology stocks in South Korea, and industrial transitions in Southeast Asia [1][2] - The future of the Asia-Pacific capital markets may face pressures from traditional growth models due to demographic changes, geopolitical factors, and global supply chain restructuring [1][3] Market Dynamics - The Asia-Pacific markets are influenced by both negative factors, such as geopolitical uncertainties and tariffs, and positive factors, including optimism surrounding technological revolutions like artificial intelligence [2] - There is a significant disparity between developed markets like Japan and Australia and less developed markets in the region [2] - Market liquidity is becoming less critical as more companies opt for privatization, leading to a situation where not all economic indicators are publicly available [2] Tariff Impacts - Tariffs have introduced considerable uncertainty, affecting economic activities that require stability, such as investment decisions and mergers [2] - It is anticipated that tariffs will stabilize at higher levels, but not reach the extreme levels previously proposed [2] Future Manufacturing Trends - The rise of artificial intelligence and related technologies will diminish the importance of low-cost labor in manufacturing over the next 50 years [4] - Manufacturing locations may shift closer to consumer bases, potentially leading to significant changes in the Asian economy [4][5] - The Asia-Pacific region, which houses two-thirds of the world's population, will continue to be a focal point for manufacturing due to its high domestic consumption levels [3][5]

Core Viewpoint - Tangyuan Electric's third-quarter report indicates significant growth in revenue and net profit, driven by a focus on technology and innovation in the field of machine vision and robotics [1] Financial Performance - The company achieved operating revenue of 404 million yuan in the first three quarters, with core business revenue from machine vision and big data systems reaching 347 million yuan, a year-on-year increase of 10.73% [1] - The net profit attributable to shareholders was 39.09 million yuan, with a net profit of 48.47 million yuan after deducting share payment expenses [1] Strategic Focus - Tangyuan Electric is centered on machine vision and robotics control technologies, creating a product matrix that spans various professional fields including contact networks, railways, tunnels, and vehicles [1] - The company has set a strategic direction of "AI technology leadership + multi-industry scenario expansion + Belt and Road Initiative layout," aiming to enhance both the scale and profitability of its core business and innovative projects [1] Future Growth Potential - The planned fundraising for the AI large model project aims to deepen "image + audio multimodal" training, enhancing defect recognition accuracy in high-speed scenarios [1] - The robotics project will focus on motion control and intelligent perception core platforms, improving the product lineup [1] - The integration of AI and robotics technologies is expected to open up continuous growth opportunities for the company [1]

Core Viewpoint - Nvidia's CEO Jensen Huang emphasized the company's commitment to investing in AI infrastructure to maintain the United States' technological leadership, showcasing breakthroughs in multiple fields including 6G communication, quantum computing, AI factories, and robotics [1][12]. Group 1: 6G Communication - Nvidia announced a strategic partnership with Nokia to launch the "Nvidia Aerial RAN Computer Arc," aimed at ensuring the U.S. position in the 6G era. This product integrates Blackwell GPU, ConnectX networking, and Aerial CUDA-X library, enabling software-defined, programmable wireless communication and AI processing capabilities [3][2]. Group 2: Quantum Computing - The introduction of the NVQ Link interconnect architecture marks a significant advancement in quantum computing, allowing deep integration between quantum computers and GPU supercomputers. This architecture supports precise control and calibration of quantum processors and enables hybrid simulations, with scalability from hundreds to potentially hundreds of thousands of qubits [5][4]. Group 3: AI Technology - Huang defined the concept of "AI factories," which focus on generating "Tokens" for AI applications, highlighting a shift from traditional computing methods to machine learning and GPU-based training. The demand for AI computing power is experiencing "double exponential growth," prompting Nvidia to optimize its Grace Blackwell platform, achieving a tenfold performance increase and a tenfold reduction in Token generation costs compared to the previous generation [7][6]. Group 4: Business Growth - Nvidia reported impressive business growth, with 6 million Blackwell GPUs shipped and a cumulative order backlog of $500 billion through 2026, significantly surpassing previous product lifecycles. The company is also accelerating its "Made in America" strategy, with a factory in Arizona fully operational for Blackwell products [9][8]. Group 5: Ecosystem Collaboration - Nvidia is positioning itself as the largest contributor to open-source models, with 23 models leading the industry in downloads. The company is also deepening cross-industry collaborations, including partnerships in cybersecurity, data processing, and robotics, to enhance AI applications and infrastructure [11][10].

Core Viewpoint - The company Hitachi Construction Machinery will officially change its name to "LANDCROS Corporation" on April 1, 2027, pending approval at the shareholders' meeting in June 2026. This rebranding aims to signify a new phase of growth and innovation in response to evolving market demands and challenges in the construction and mining industries [2][5]. Company Name Change Background and Significance - The construction and mining industries are currently facing complex challenges such as labor shortages, stricter environmental regulations, rising operational costs, and the need to update aging infrastructure. The company has historically led the industry since the introduction of mechanical excavators in 1950 and the first domestically produced hydraulic excavator in Japan in 1965. However, the traditional hardware-centric business model is no longer sufficient to meet market needs, necessitating a transformation into a "Solution Provider" [5]. - The name change to "LANDCROS" is intended to accelerate this evolution and express the company's commitment to creating and delivering new value alongside customers. Despite the name change, the company will maintain its dedication to addressing customer challenges with high-quality products and services [5]. Brand Name "LANDCROS" Meaning - The new brand "LANDCROS" combines "LAND" representing the company's vision and four core values: Customer, Reliable, Open, and Solutions. It symbolizes the company's commitment to providing innovative solutions to all customers [6]. - The goal is to establish "LANDCROS" as a brand that customers feel proud to choose, shareholders believe is a wise investment, and employees find meaningful to work for. The brand aims to transcend traditional construction machinery manufacturing and continuously provide innovative solutions that contribute to a prosperous society for future generations [6]. Group Values and Vision - The company's vision aligns with its founding principles, aiming to contribute to a safe and sustainable society by realizing a prosperous land and thriving cities. "LANDCROS" embodies the determination to provide innovative solutions to clients in the global construction and mining sectors [4].