新华财经北京11月15日电（记者刘旭阳 袁波） 记者近日从富临精工获悉，目前，智元创新（上海）科技有限公司（下称"智元"）具身工业机器人已部署 于富临精工多个产线关键点位，覆盖从原料处理到装配等多个环节。 电关节开始小批量交付 富临精工总经理王军告诉记者，富临精工自2022年起布局机器人电关节及其关键零部件业务，目前已建成一条年产15万套的中试线，其机器人电关节相关 产品进入小批量生产与交付阶段。 富临精工在汽车零部件行业有二十余年的积累。"我们自1997年成立以来，始终专注于汽车零部件核心技术的迭代与产品拓展。"王军说，目前富临精工在 汽车零部件领域的产品线已覆盖液压挺柱等传统发动机精密件、新能源电驱动系统零部件、新能源汽车热管理系统、混动变速箱与电控系统以及智能悬架 系统等多个关键板块，可变气门正时系统（VVT）等多项产品在行业具备技术优势。 王军指出，富临精工在汽车零部件制造中聚焦研发"技术含量高、附加值高、开发难度高"的精密产品，对"质量、成本及工业化水平"始终贯彻高标准。这 种长期积淀，使得公司在切入机器人零部件制造领域时，能够更快适应市场需求。在技术层面，汽车与机器人两大领域在核心零部件方面存在显 ...

每经编辑｜段炼 11月15日消息，中信证券发布关于宇树科技股份有限公司首次公开发行股票并上市辅导工作完成报告。 宇树科技拟申请在中国境内首次公开发行股票并上市，中信证券开展辅导工作。经辅导，中信证券认为，辅导对象具备成为上市公司应有的公司治理结 构、会计基础工作、内部控制制度，充分了解多层次资本市场各板块的特点和属性；辅导对象及其董事、高级管理人员、持有百分之五以上股份的股东和 实际控制人（或其法定代表人）已全面掌握发行上市、规范运作等方面的法律法规和规则、知悉信息披露和履行承诺等方面的责任和义务，树立了进入证 券市场的诚信意识、自律意识和法治意识。 据证券时报10月21日消息，宇树科技IPO辅导机构中信证券近日提交了"辅导工作进展情况报告（第一期）"。 报告透露，宇树科技2025年第五次临时股东会审议通过了《关于公司更名的议案》，决定公司更名为"宇树科技股份有限公司"（此前为"杭州宇树科技股 份有限公司"），目前正在办理相关工商登记变更程序。 报告在谈及"目前仍存在的主要问题及解决方案"时透露，辅导工作小组会同宇树科技管理层结合行业发展趋势、自身竞争优势、未来发展规划，协助公司 管理层对计划募集资金投资项目 ...

Group 1 - Shanghai Green捷's food safety incident led to the arrest of 8 responsible individuals, with the company facing severe penalties including the revocation of its food business license [2] - The iPhone Pocket launched in China on November 14, with initial sales showing strong demand despite mixed reviews on its design and pricing [3] - Li Auto held internal accountability for two quality incidents, resulting in disciplinary actions against 18 employees [3] Group 2 - The Shenzhou 21 manned spacecraft successfully landed back on Earth on November 14 [5] - The UK Competition Appeal Tribunal rejected Apple's appeal against an antitrust ruling, which could result in a potential fine exceeding £1 billion [10] - The first Chinese LNG dual-fuel car carrier, capable of transporting 7,000 vehicles, was completed, marking a significant advancement in international standards for transporting new energy vehicles [10] Group 3 - The Australian AI company Firmus announced a $325 million funding round, supported by Nvidia and other investors, to accelerate its AI infrastructure development [15] - Zai Jian Pharmaceutical plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [18] - Dexmal, a company focused on embodied intelligence, completed nearly 1 billion yuan in financing across two rounds to support its technology development [17]

近日， 全球人形机器人第一股[优必选科技]发布Walker S2量产交付宣传片，效果堪称"炸裂"，正式官宣旗下 首批数百台全尺寸工业人形 机器人Walker S2正式开启量产交付，将分批投入产业一线应用。 这也意味着，[优必选]正式商业化新征程，实现商业化闭环，不是科研教育、展览、娱乐、数采等非价值型场景，而是真正的产业一线。 温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编 辑运营（微信：li_sir_2020）； 正文： 首批数百台全尺寸工业人形机器人Walker S2正式开启量产交付， [优必选科技]已迎"新生"！ 特斯拉Optimus Gen3样机延迟至明年一季度（二月或三月）、小鹏人形机器人IRON仍处于科研状态以及其他人形机器人创企专注于科 研、展览、娱乐等非价值型场景时， [优必选]以实际量产交付，为赛道新贵们上了"一课"。 相较于风头正盛的 [智元机器人]和 [宇树科技]，拥有全球人形机器人第一股光环的[优必选]略显 ...

Core Insights - Institutional investors have intensified their research on listed companies following the third-quarter report disclosures, with nearly 770 companies receiving attention in November alone [1] - Luxshare Precision has emerged as the most favored target among institutions, receiving 222 institutional visits, while companies like BeiGene, Huichuan Technology, and Anji Technology also garnered significant interest [2] - The electronics and machinery sectors are the primary focus areas for institutional research, with expectations of structural opportunities driven by AI in the semiconductor industry and a prosperous outlook for machinery equipment [1][6] Company Highlights - Luxshare Precision's core competencies in the electrical connection field are highlighted, focusing on the team's deep understanding of system architecture and the ability to quickly adapt to new business opportunities [2] - BeiGene has received 202 institutional visits, with discussions centered around the competitive landscape of CDK4 [2] - Tonghui Electronics, a North Exchange listed company, has attracted 48 institutional visits, with a focus on maintaining revenue and profit growth and the demand for power semiconductors [3] Market Performance - Over half of the nearly 770 companies that received institutional research in November have seen positive stock performance, despite the overall high volatility in the A-share market [4] - Huasheng Lithium Battery, focused on lithium battery electrolyte additives, has seen its stock price surge nearly 190% in November, driven by strong demand in the power battery and energy storage sectors [4] - Other notable performers include Fuxiang Pharmaceutical, which has seen an over 80% increase in stock price, and several companies across various sectors with stock price increases exceeding 40% [4] Industry Outlook - The electronics sector remains a favorite among institutions, with 92 companies receiving attention, while the machinery equipment sector is also seeing significant interest [5] - Analysts predict that the semiconductor industry will experience structural opportunities characterized by capacity expansion and supply chain security, particularly in advanced processes and packaging [6] - The machinery equipment sector is expected to thrive, with investment strategies focusing on new technologies and beneficiaries of interest rate cuts and manufacturing capacity shifts [7]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Viewpoints - The company benefits from the booming demand for industrial robots, increased penetration of harmonic reducers in application scenarios, and proactive expansion and market share enhancement strategies, which continuously promote positive operational performance [2][13]. - The revenue from humanoid robot business is expected to continue to grow significantly, with steady progress in screw verification. The company is actively advancing product development and commercialization in the embodied intelligence sector [2][13]. - The company achieved a revenue of 407 million in the first three quarters of 2025, representing a year-on-year increase of 47.36%, and a net profit attributable to the parent company of 94 million, up 59.21% year-on-year [6][13]. Summary by Sections Financial Performance - In Q3 2025, the company reported revenue of 155 million, a year-on-year increase of 49.92%, and a net profit of 40 million, up 81.19% year-on-year. The net profit after deducting non-recurring items was 33 million, reflecting a year-on-year increase of 79.20% [6][13]. - The gross profit margin for the first three quarters of 2025 was 36.60%, a decrease of 2.93 percentage points year-on-year, while the net profit margin improved to 23.35%, an increase of 1.64 percentage points year-on-year [13]. Market Trends - The overall output of domestic industrial robots reached 594,800 units in the first nine months of 2025, a year-on-year increase of 29.80%. The company’s harmonic reducers, as core components, directly benefit from this trend [13]. - The company is positioned to capture core customers in the humanoid robot sector, with some leading manufacturers entering small-batch trial production stages [13]. Future Outlook - The company is expected to achieve net profits of 118 million and 156 million in 2025 and 2026, respectively, corresponding to price-to-earnings ratios of 227x and 173x [13].

证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示，公司主要专注于高可靠集成电路市 场的同时，结合发展战略及市场需求正加快布局低空经济、低轨卫星、人形机器人、商业航天、汽车电 子等未来产业。 （文章来源：证券日报） ...

Investment Rating - The report assigns a "Buy" rating for the company with a target price of 123.50 CNY, based on a current price of 75.54 CNY and a target timeframe of 12 months [1]. Core Insights - The company, Qiaofeng Intelligent Equipment Co., Ltd., is recognized as a national-level specialized and innovative "little giant" enterprise in the high-end CNC machine tool sector, with a comprehensive layout across the entire industry chain [6][15]. - The company has demonstrated robust growth in revenue and profit, with a projected revenue of 1.76 billion CNY in 2024, reflecting a year-on-year increase of 21.02%, and a net profit of 205.24 million CNY, also up by 21.33% [8][41]. - The demand in the terminal market is continuously releasing, which is driving the company's steady growth in performance [41]. Summary by Sections Company Overview - Qiaofeng Intelligent was established in 2009 and focuses on the R&D, production, sales, and service of high-end CNC machine tools, serving various industries including automotive, aerospace, and consumer electronics [15][19]. - The company has over 200 patented technologies and a diverse product range that meets the varied needs of its clients [19][20]. Market Demand and Performance - The company has seen a significant increase in performance, with a revenue of 1.87 billion CNY in the first three quarters of 2025, marking a year-on-year growth of 56.71% [41]. - The growth is attributed to the continuous improvement in downstream industry conditions and the successful introduction of new products [41]. Financial Forecast - The financial projections indicate a revenue increase to 2.49 billion CNY in 2025, with a growth rate of 41.25%, and a net profit of 382.57 million CNY, reflecting an 86.40% increase [8][9]. - The report anticipates that the company's earnings per share (EPS) will reach 3.17 CNY in 2025, with a price-to-earnings (P/E) ratio of 23.84 [8][9]. Industry Trends - The rapid development of AI and the consumer electronics industry is expected to support the company's performance, with global smartphone shipments projected to increase by 1% in 2025 [6][41]. - The growth of the new energy vehicle sector, driven by advancements in smart driving and solid-state batteries, is also anticipated to boost equipment demand [41][42]. Strategic Initiatives - The company is actively expanding into the humanoid robot market, with a forecasted global market size of 63.39 billion CNY by 2025 [9][41]. - Collaborations with universities and other companies are enhancing the company's technological capabilities and market reach [19][20].

本报讯(记者刘钊)在人形机器人产业迎来发展机遇的背景下，青岛高测科技股份有限公司(以下简称"高 测股份")于2025年11月13日投资1亿元设立高测智慧(上海)机器人有限公司，这一举措不仅体现了企业的 战略眼光，更展现了技术驱动产业升级的发展路径。 从技术层面看，高测股份具备进军机器人产业的核心优势。公司多年来在精密切割、精密磨削、电镀化 学等领域积累的技术经验，为其进军机器人产业提供了坚实支撑。特别是在精密磨削设备、金属材料研 发等方面的技术优势，使其能够快速实现技术迁移，推动机器人核心零部件及加工设备的研发制造。 目前，高测股份在人形机器人产业领域已取得一定成果。公司开发的应用于人形机器人灵巧手及其他部 位的新型低蠕变高耐磨复合金属腱绳已获得市场认可，形成小批量订单；行星滚柱丝杠磨削设备的研发 稳步推进；减速器等核心部件的定制研发也在有序开展。这些成果充分证明了公司技术迁移的能力和效 率。 值得注意的是，公司在推进新业务发展的同时，主营业务也保持稳健态势。三季度报告显示，公司光伏 业务盈利能力持续改善，已实现单季度扭亏为盈，稳健的经营基本面为新兴业务研发投入、市场拓展提 供了充足的资金保障与抗风险能力，为 ...

自研业务方面，硬蛋创新基于原厂授权开发的SOM产品已落地于海关、银行等高标准场景，并实现批 量交付，这不仅是其技术整合实力的体现，更是商业模式的升级。得益于自研产品带来的更高毛利率， 公司的整体盈利能力和业务结构得到有效优化。 硬蛋创新作为AI算力供应链的核心供应商，依托与NVIDIA(英伟达)、Xilinx(赛灵思)、Intel(英特尔)、 AMD(超威半导体)、Sandisk(闪迪)、Microsoft(微软)等国内外知名芯片原厂的深度合作，在"AI基础设 施"和"AI智能终端"两大核心业务领域成果显著：公司不仅为美团等头部互联网企业提供高性能GPU集 群解决方案，深度参与国家算力基础设施建设；同时布局人形机器人、自动驾驶等高增长赛道，提供端 侧AI定制化解决方案。 硬蛋创新方面表示，未来，公司将围绕新一代AI核心芯片，持续迭代升级SOM产品矩阵，将其打造为 驱动未来增长的核心支柱。 本报讯(记者刘晓一)近日，硬蛋创新发布2025年第三季度业绩报告。公告显示，公司前三季度累计收入 突破100亿元，同比增长42%；经营溢利约4亿元，盈利能力显著增强。业绩的强劲增长，主要得益于AI 算力供应链业务需求旺盛，同 ...