Group 1 - The report "Global Digital Intelligence Index 2025" predicts that by 2035, the total computing power of society will increase by 100,000 times, causing significant impact in the tech and finance sectors [1] - Computing power is considered the core productivity of the AI era, with China's intelligent computing power expected to reach 1,037.3 EFLOPS by 2025, a 43% increase from 2024, and to double to 1,460.3 EFLOPS by 2026 [2] - Major economies view computing power as a strategic resource, with the US investing $52 billion in the semiconductor industry through the CHIPS and Science Act, and the EU launching the European Chips Act to capture 20% of the global market share by 2030 [2] Group 2 - The demand for computing power is experiencing exponential growth across multiple fields, including AI model training, autonomous driving, smart cities, industrial robotics, and military applications [4] - In the context of Industry 4.0, the requirements for real-time computing power in smart manufacturing are continuously increasing [5] Group 3 - Unisoc is a leading company in the computing power sector, with its subsidiary Unisoc Xiaotong being the general agent for NVIDIA's enterprise products, providing a full-stack solution including computing, networking, storage, security, backup, and AI software [6] - Invid is another key player, supplying liquid cooling systems for data centers to IDC, with clients including Huawei and NVIDIA [6] - Industrial Fulian, a core supplier for NVIDIA, has seen rapid growth in its AI server product line, with the NVIDIA GB200 series achieving mass production [7] - Fenghuo Communication, through its subsidiary Changjiang Computing, collaborates with Ascend to provide computing infrastructure solutions, supplying products to Huawei [8] - A notable emerging company in robotics has developed inspection and cleaning robots, achieving automation in hazardous operations, and is the exclusive supplier of liquid cooling systems for Huawei's Ascend 910D chip [9]

（文章来源：每日经济新闻） 友升股份（603418.SH）9月30日在投资者互动平台表示，目前公司产品尚未在工业机器人和人形机器 人产业中应用。若未来有相关业务布局，公司将严格按照相关法律法规的要求，及时履行信息披露义 务。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司轻量化产品能否用于工业机器人和人形机 器人？下一步如何拓展机器人产业？ ...

Core Viewpoint - Company focuses on high-end intelligent manufacturing and core control technology for industrial robots, with extensive experience in research and application [1] Group 1: Company Overview - Company specializes in the research and application of core control technologies and equipment for industrial robots [1] - Key technologies developed include motion controllers, visual navigation systems, and laser navigation systems [1] - Main robot products include six-axis industrial robots, parallel robots, collaborative robots, SCARA robots, column robots, and visual navigation AGV intelligent transfer vehicles [1] Group 2: Industry Applications - Company has successfully applied its robots in the civil explosives industry and has expanded applications to food, packaging, and fine chemicals sectors [1] - Currently, the company does not engage in humanoid robot business [1]

Core Viewpoint - The company has not yet established partnerships with industrial or logistics robot companies, although it is exploring automation solutions based on customer needs [1] Group 1: Company Operations - The company's warehousing and logistics business primarily offers high-end warehousing, intelligent distribution, and green delivery services [1] - The company utilizes its self-developed smart park management system to ensure the safety of partner parks and control operational costs [1] - Some parks have introduced automated sorting equipment based on customer requirements, which are deployed by the customers themselves [1]

Group 1 - The core viewpoint of the article highlights that Longhua Technology's products are primarily used in industrial mother machines, industrial robots, and industrial automation [2]

Core Viewpoint - Liancheng Precision (002921.SZ) is engaged in the research, design, production, and sales of various precision mechanical components, with a focus on expanding its customer base and developing new products [1] Group 1: Company Overview - The company specializes in precision mechanical components that are widely used in various industries, including commercial air conditioning compressors, industrial robots, construction machinery, commercial vehicles, passenger vehicles, hydraulic machinery, and agricultural machinery [1] - Liancheng Precision has begun supplying parts in bulk to leading domestic industrial robot manufacturers [1] Group 2: Business Strategy - The company is committed to the expansion of new customers and new business opportunities, as well as the development of new products [1]

Core Viewpoint - Liancheng Precision (002921.SZ) is engaged in the research, design, production, and sales of various precision mechanical components, with a focus on expanding its customer base and developing new products [1] Group 1: Company Overview - The company specializes in precision mechanical components that are widely used in various industries, including commercial air conditioning compressors, industrial robots, construction machinery, commercial vehicles, passenger vehicles, hydraulic machinery, and agricultural machinery [1] - Liancheng Precision has begun supplying parts in bulk to leading domestic industrial robot manufacturers [1] Group 2: Business Strategy - The company is committed to the expansion of new customers and new business opportunities, as well as the development of new products [1]

Core Viewpoint - Chengmai Technology (Nanjing) Co., Ltd. has undergone a business change, including a name change and an increase in registered capital, indicating a strategic shift towards industrial robotics and related services [1][1]. Group 1: Company Changes - The company name has been changed to Chengmai Technology Co., Ltd. from Chengmai Technology (Nanjing) Co., Ltd. [1] - The registered capital has increased from approximately 167 million RMB to about 217 million RMB, representing a growth of around 30% [1][1]. - The business scope has been expanded to include sales, installation, and maintenance of industrial robots, as well as human resources services [1][1]. Group 2: Company Background - Chengmai Technology Co., Ltd. was established in September 2006 [1]. - The legal representative of the company is Wang Jiping [1]. - The company is jointly held by Nanjing Chengmai Technology Development Group Co., Ltd., Nanjing Taize Investment Management Center (Limited Partnership), and Hong Kong Central Clearing Limited [1].

Group 1 - The company name of Chengmai Technology (Nanjing) Co., Ltd. has been changed to Chengmai Technology Co., Ltd. as of September 19 [1] - The registered capital of the company increased from approximately 167 million RMB to about 217 million RMB, representing an increase of around 30% [1] - The business scope of the company has been expanded to include sales of industrial robots, installation and maintenance of industrial robots, and human resources services [1] Group 2 - Chengmai Technology Co., Ltd. was established in September 2006 [1] - The legal representative of the company is Wang Jiping [1] - The company is jointly held by Nanjing Chengmai Technology Development Group Co., Ltd., Nanjing Taize Investment Management Center (Limited Partnership), and Hong Kong Central Clearing Limited [1]

Group 1 - The core viewpoint of the article highlights the widespread application of industrial robots in various industrial scenarios such as welding, cutting, stamping, spraying, loading and unloading, and palletizing, which significantly enhances production efficiency, safety, and intelligence levels [2] - The company’s temperature control products are designed to cool the control systems, drive systems, and supporting components like welding power supplies and laser generators of industrial robots, providing an optimal working environment [2]