新华社德国杜塞尔多夫11月17日电（记者尹亮）2025年杜塞尔多夫国际医疗器械设备展17日在德国杜塞 尔多夫会展中心开幕，人工智能、机器人技术等成为展会焦点。1300多家中国企业携创新产品和服务参 展，参展商数量在所有国家中位居首位。 ...

在最新播出的一档节目中，特斯拉首席执行官埃隆•马斯克直言不讳地谈论技术、治理和长期社会风险，并对美国的财政轨迹进行了直接评 估。他认为国家债务不仅是一种政治挑战，而且是对国家经济未来的结构性威胁。 他认为， 只有提高生产率的技术才能真正超越债务增长曲线，这与此前电气化、计算机和自动化等突破性技术重塑经济格局的时代如出一 辙。 虽然马斯克的解决方案在技术上是乐观的，但并非没有先例。快速创新的时期往往会带来产出和税收的大幅增长，帮助政府管理或减轻债务 负担。从这个意义上说，他的观点符合长期以来实业家的观点，他们认为技术进步是国家韧性的先决条件。 通过将财政可持续性与人工智能和机器人技术的进步联系起来，马斯克将债务对话置于有关未来经济增长的更大叙事中。他的言论突显了政 策制定者和行业领袖都面临的一个核心问题：新兴技术能否带来维持长期经济健康所需的生产率大规模提高。 他指出，国家债务的利息支付现在超过了包括军事预算在内的主要联邦支出，他称这一对比为每个人敲响了"警钟"。 根据马斯克的说法， 传统的政治工具是不够的："你可以让它在方向上变得更好，但最终你不能完全修复这个系统……如果没有经济扩张， 就没有办法解决债务危机 ...

本届展会吸引了约70个国家和地区的5300多家参展商与会。展会主办方杜塞尔多夫展览集团公司执行董 事迈克尔·德根表示，人工智能、机器人技术、数字化和网络化医疗正在重塑医疗保健行业，本届展会 将提供充分的讨论交流机会，并展示大量的新产品。 （文章来源：新华财经） 记者在展会现场观察到，中国企业正成为展会的中坚力量。10多个场馆几乎都有中国企业的身影，部分 场馆还有特设的中国区。重庆西山科技股份有限公司是一家以生产手术动力装置为代表的高新技术企 业，今年第二次参展。相比较去年，公司展台面积扩大了近10倍。该公司市场总监何庆宇表示，公司希 望向更多全球客户提供优质的医疗器械和服务。 "中国参展企业不仅数量更多了，产品质量也更优了。"长期参与组织中国企业参加展会的中国医疗器械 行业协会国际合作部副主任夏天表示，中国医疗器械产品的技术含量和覆盖品类逐年提升，中国企业正 在得到全球客户的认可。 新华财经德国杜塞尔多夫11月17日电（记者尹亮）2025年杜塞尔多夫国际医疗器械设备展17日在德国杜 塞尔多夫会展中心开幕，1300多家中国企业携创新产品和服务参展，参展商数量在所有国家中位居首 位。 杜塞尔多夫国际医疗器械设备展 ...

证券日报网讯 上海电气11月17日在互动平台回答投资者提问时表示，在工业机器人领域，上海发那科 有限公司可提供超过260种的机器人系列，能够满足工业用户对机器人的各种需求。在人形机器人领 域，2025年7月，上海电气旗下上海机电与德昌电机合资成立动界智控（上海）科技有限公司，专注人 形机器人全套关节模组核心技术。动界智控聚焦人形机器人（含泛人形机器人）上肢、下肢、关节模 组、灵巧手模组等关键硬件模组和系统集成产品。 （编辑 任世碧） ...

以下文章来源于硬氪 ，作者张子怡 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 技术平权不是伪命题。 从2023年到2025年的现在，Strutt都在研发一款产品——智能个人出行载具ev¹。 Strutt的ev¹是款相当反常规的产品。这并不太像传统的轮椅产品，毕竟它外形十足的科技感，还有汽车座椅的厚实感，坐在上面的人似乎什么也没操作，却 在畅快地前行。 文 ｜ 张子怡 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ 企业供图 洪小平离开南方科技大学决定创业，是2023年。 那是创投的低谷。全球初创企业投资额较2022年下降了38%，投资人和创业者都在观望。 但新的火星点燃了。ChatGPT已经出现，人工智能展现出前所未有的进化速度。洪小平在学界，仍然能感知到环境的急剧升温。 他当时是南科大的助理教授，生活相当稳定体面。当说服家人支持自己创业时，他告诉太太："这件事不做，我一定会后悔。" 如果回溯洪小平的经历，会发现他的选择并不让人意外。在加州大学伯克利分校他 拿到博士学位后，担任博士后研究员期间他创业想法有所萌动，于是他 选择离开学术圈，加入霍尼韦尔，研究传感器。201 ...

Group 1: Home Appliance Industry - The home appliance industry is entering a mature development phase, with leading companies showing stable operating performance, ample free cash flow, and low capital expenditure needs, allowing them to increase cash dividends and share buybacks in the medium to long term [1] - The recognition of the dividend attributes of white goods by medium to long-term funds and the influx of incremental capital are key factors for the valuation increase of leading home appliance companies [1] - As of September 30, the valuation percentiles of leading white goods companies are generally at or below 30% since 2010, while major indices in the A/H share market have seen continuous valuation increases since 2025 [1] Group 2: Consumer Electronics Industry - Chinese consumer electronics companies hold a significant position in the global supply chain, having optimized their technological foundation and established strong barriers through continuous innovation [2] - The consumer electronics industry in China has formed a healthy industrial cluster, with positive interactions among companies driving overall industry development, making it difficult to find substitutes in other countries in the short to medium term [2] - Chinese consumer electronics companies have deepened their global layout, enhancing their ability to meet diverse regional demands and resist geopolitical friction risks [2]

本报讯 （记者吴文婧）11月16日，2025人工智能+大会上在北京举行，宇树科技股份有限公司（以下简称"宇树科技"）创 始人兼首席执行官王兴兴在演讲中重点展望了机器人发展的"下一个十年"。王兴兴表示，下一个十年注定是"生长与绽放"，是 机器人从"能运动"走向"能做事"，从"行业工具"迈向"生活伙伴"。 随着应用边界不断拓展，机器人要在更复杂、更开放的环境中可靠运行，对整个产业链的协同能力提出了更高要求。 王兴兴表示："下一个十年，更需要我们携手共建生态的'朋友圈'。机器人产业从来不是一家企业的单打独斗，我们需要与 开源社区紧密合作，加速技术成果的共享，降低全行业的创新成本。我们更需要与全球伙伴一起，建立健全机器人伦理与安全 标准，确保技术朝着'向善'的方向发展。我始终相信，唯有全球拧成一股绳，机器人技术才能更快突破临界点，推动人类文明 迈上新台阶。" （编辑 张昕） 王兴兴提出，下一个十年，AI技术将赋予机器人真正"理解世界"的能力。伴随多模态大模型与机器人的深度融合，机器人 将更加敏锐、更加能干。 在他看来，场景将推动机器人真正"融入生活"，其举例称，在工厂的生产线上，未来的工业机器人将与工人并肩协作，工 ...

Core Insights - The next decade will see scenarios driving robots to truly integrate into daily life [1] - Collaboration between industrial robots and human workers will enhance productivity on factory production lines [1] - Small care robots will assist elderly individuals in community care settings, addressing the shortage of caregivers [1] - Household robots will take on various tasks such as cleaning, caregiving, and educational support, becoming versatile helpers in homes [1] - The robotics industry requires collaboration with open-source communities to accelerate technology sharing and reduce innovation costs [1] - Establishing global ethical and safety standards for robotics is essential to ensure technology develops positively [1] - A unified global effort is necessary for robotics technology to reach critical breakthroughs and advance human civilization [1]

Core Viewpoint - The company reported strong financial performance for the first three quarters of 2025, with significant growth in revenue and net profit, driven by increased sales and operational efficiency [3]. Group 1: Financial Performance - For the first three quarters of 2025, the company achieved revenue of 4.275 billion, representing a year-on-year increase of 54.66% [3]. - The net profit attributable to shareholders for the same period was 50.1752 million, up 39.58% year-on-year [3]. - In the third quarter alone, the net profit reached 30.4056 million, showing a remarkable year-on-year growth of 6319.92% [3]. Group 2: Business Strategy and Future Direction - The company aims to solidify its position in the automotive aluminum alloy and casting industry while expanding into the robotics and magnesium alloy sectors [3]. - The company has been actively developing its robotics business, securing 173 core component orders from a leading robotics company [4]. - A strategic cooperation agreement was signed with a prominent humanoid robotics company to collaborate on actuator and joint components, emphasizing innovation and commercialization [4]. Group 3: Environmental Initiatives - The company has adopted a green development approach, focusing on the recycling of aluminum and hazardous waste management [3]. - In 2024, the company utilized 80.87% of recycled aluminum in its raw material structure and processed over 20,000 tons of aluminum waste [3]. Group 4: Market Challenges and Stock Performance - The company is navigating a competitive landscape in the automotive industry, balancing resources between traditional die-casting and emerging robotics businesses [4]. - Despite strong operational performance, the company's stock price has not reflected its financial success, attributed to various market factors [4].

Core Insights - The Chinese robotics industry is experiencing unprecedented development opportunities amid increasing global technological competition, with hardware supply chains achieving comprehensive breakthroughs [1][2] - The industry is transitioning from a "follower" to a "peer" position, necessitating the construction of a complete innovation system to overcome technical challenges [3] Industry Development - China's robotics industry is on a fast track, with a complete hardware supply chain established, covering components from motors to overall structural design, ensuring self-sufficiency [2] - Domestic companies have shown remarkable performance in specific technical areas, such as quadruped robots, which are nearing international frontiers in capabilities like jumping and balancing [2] - There remains a gap in software and operating systems compared to international standards, but this gap is rapidly narrowing as domestic firms demonstrate strong learning and adaptation abilities [2] Innovation and Research - The integrity of the innovation chain and the maturity of business models are critical areas of focus, with many startups needing to strengthen long-term technological accumulation [2] - A significant number of companies face challenges due to a lack of sustained technological investment, which hampers innovation vitality [2] - The integration of academic research with industry needs is essential for creating a healthy innovation ecosystem [2] Technical Challenges - Current advancements in robotics are improving performance in high precision and reliability, but further optimization is needed for tasks requiring fine manipulation, such as assembly and grasping [4] - A multidisciplinary approach is being pursued to overcome technical bottlenecks, integrating knowledge from mathematics, neuroscience, and control theory to develop explainable and reasoning-capable intelligent systems [4] Future Outlook - The vision of humanoid robots becoming household assistants is shared by many tech companies and research institutions, although reliability and safety in complex home environments need further enhancement [6][7] - A "dual-driven" strategy is proposed, focusing on commercial application and foundational research to address core issues of high performance and reliability [7] - The establishment of a complete chain from research to application is crucial for accelerating technological iteration and providing practical solutions for enterprises [7] - A collaborative effort from various stakeholders is necessary to create a conducive innovation environment, ensuring that robotics technology can safely and reliably serve society [8]