中国机器人产业发展吸引中外记者感受智慧未来 9月17日，"外媒看中国"系列主题采访活动走进山东，30余名中外媒体记者，在该省就推进黄河流 域生态保护和高质量发展等情况进行实地采访。图为外国记者在济南优宝特机器人近距离拍摄人形机器 人。中新社记者 李欣 摄 图为外国记者在济南优宝特机器人体验四足机器人承重实验。中新社记者 李欣 摄 来源：中国新闻网 编辑：徐世明 图为中外记者在济南优宝特机器人现场采访，感受中国机器人产业发展现状。中新社记者 李欣 摄 图为济南优宝特机器人现场展示各类机器人产品。中新社记者 李欣 摄 图为外国记者在济南优宝特机器人现场拍摄人形机器人。中新社记者 李欣 摄 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

Core Insights - The laser radar market in China is expected to grow significantly, reaching a market size of 24.07 billion yuan by 2025 and further increasing to 43.18 billion yuan by 2026 [1] - The demand for laser radar is driven by the booming robotics and smart driving industries, alongside decreasing costs, leading to increased production and sales [1][2] - The robotics sector remains the primary application for laser radar solutions, accounting for 68.2% of the global market, while the smart driving automotive sector follows with a 28.7% share [1] Industry Trends - Laser radar has transitioned from being a "luxury sensor" to a standard feature in vehicles priced at 100,000 yuan, with Chinese manufacturers leading in scale, cost, and production pace [2] - The industry is entering a "golden period" characterized by simultaneous increases in volume and price, with expectations for continued growth in adoption rates and penetration [2] - Factors such as the rising penetration of NOA (Navigation on Autopilot), Robotaxi, mandatory AEB (Automatic Emergency Braking) systems, and the gradual improvement of autonomous driving policies are expected to further boost future demand for laser radar [2] Market Dynamics - Domestic laser radar manufacturers are gradually increasing their market share and enhancing their self-developed technologies, accelerating their development processes [1] - Reports indicate that by 2024, Chinese laser radar manufacturers will lead the global market, benefiting from the ongoing development of automotive intelligence and robotics [1]

Group 1 - The core point of the news is the significant stock price surge of Shoukai Co., which rose approximately 152.65% from 2.64 CNY to 6.67 CNY per share between September 2 and September 16, 2023, driven by its indirect stake in Yushutech, a humanoid robot manufacturer [1][2] - Shoukai Co. has issued multiple risk warnings regarding its stock price volatility, indicating a notable increase in trading volume and shareholder numbers, while also highlighting the potential risks of a rapid price increase [2][3] - As of September 17, 2023, Shoukai Co.'s market capitalization reached 18.934 billion CNY, up from 6.811 billion CNY on September 2, marking an increase of over 10 billion CNY [2] Group 2 - The surge in Shoukai Co.'s stock is attributed to the excitement surrounding Yushutech's upcoming IPO, which is expected to be filed between October and December 2025 [2][4] - The humanoid robot sector is experiencing heightened activity, with several companies, including Yushutech, preparing for IPOs, reflecting a broader trend in the robotics industry [4][5] - The humanoid robot index has increased by 15.71% over the past month, indicating strong market interest in this sector [5][6]

西南证券近日发布2025年半年报点评：2025年上半年实现营业收入19.1亿元，同 比-6.4%；实现归母净利润4.1亿元，同比+1.8%。 司主动退出利润率较低的专用汽车改装与销售业务，该板块收入同比-68.5%。2）结构调整 成效初显，高附加值业务实现高速增长。轨道交通及专用汽车零部件业务实现收入0.5亿 元，同比大幅增长97.0%，反映了公司聚焦核心零部件、提升产品竞争力的战略初见成效。 3）此外，公司在机器人检测领域持续布局，旗下凯瑞机器人公司获批筹建重庆市无人机系 统产品质量检验检测中心，有望受益于低空经济及机器人产业发展，或成新增长点。 投资要点 业绩总结：2025年上半年实现营业收入19.1亿元，同比-6.4%；实现归母净利润4.1亿 元，同比+1.8%。 经营分析：25H1，公司整体营收结构优化，核心的汽车技术服务业务收入17.2亿元，同 比+2.9%，收入占比提升至90.0%；装备制造业务收入2.0亿元，同比-47.8%，收入占比下 降。 经营分析：25H1，公司整体营收结构优化，核心的汽车技术服务业务收入17.2亿元，同 比+2.9%，收入占比提升至90.0%；装备制造业务收入2.0亿元， ...

Group 1 - The core viewpoint of the news is that Haoshi Electromechanical has seen a significant increase in stock price, rising 5.05% to 33.89 CNY per share, with a total market capitalization of 10.445 billion CNY and a cumulative increase of 9.73% over the past five days [1] - Haoshi Electromechanical, established on December 14, 2006, and listed on March 9, 2016, specializes in the research, design, production, and sales of high-end CNC machine tools and core components for robots, with 100% of its revenue coming from general equipment manufacturing [1] - The trading volume for Haoshi Electromechanical reached 429 million CNY, with a turnover rate of 5.48% [1] Group 2 - Among the top ten circulating shareholders of Haoshi Electromechanical, E Fund's ETF for the robotics industry has entered the list, holding 1.0307 million shares, which is 0.43% of the circulating shares, and has gained approximately 1.68 million CNY in floating profit today [2] - The E Fund National Robotics Industry ETF (159530) has a current scale of 1.654 billion CNY and has achieved a return of 43.57% this year, ranking 712 out of 4222 in its category [2] - The fund managers, Li Shujian and Li Xu, have had significant performance, with Li Shujian achieving a best return of 95.13% during his tenure of 2 years and 10 days, while Li Xu has a best return of 122.74% over 2 years and 297 days [2]

Group 1 - Recent positive catalysts for the robotics industry include Tesla's V3 lightweight and integrated design set for mass production in early 2026, with supply chain notifications for Q1 2026 already received, and production capacity planning exceeding 100,000 units for reducers and screw rods [1] - The audit process for factories has commenced in Thailand and China, enhancing the scarcity of new factory audit targets, with companies like Hengli Hydraulic and Zhaoweina Electric now in the spotlight; obtaining a "code" secures formal orders, shifting market sentiment towards individual stock progress verification [1] - Sensor advancements include Amperelong's six-dimensional silicon-based solution samples sent in September, with a Thai factory set to start production in Q1 2026, yielding a value of 18,000 yuan per robot and a net profit margin of 25%, translating to a profit of 4.5 billion yuan for 1 million units [1] - Electric motor innovations from Xinzhi Group feature axial flux motors with a 50% increase in power density and a 30% reduction in size, with an average selling price of 3,500 yuan and a net profit margin of 18% [1] - The market potential for humanoid robots is projected to reach 100,000 units by 2026 and 1 million units by 2030, with the core component market size expected to grow from 20 billion yuan to 200 billion yuan, reflecting a CAGR of 58% [1] Group 2 - As of September 17, 2025, the National Securities Robotics Industry Index (980022) has risen by 0.75%, with notable increases in component stocks such as Hanwei Technology (up 11.61%) and Fengli Intelligent (up 5.63%) [2] - The Penghua Robotics ETF (159278) has also seen a slight increase of 0.08%, marking a three-day consecutive rise, with the latest price reported at 1.19 yuan [2] - A report from Aijian Securities highlights that leading robotics manufacturers are accelerating cost reduction and channel expansion, with a faster pace of commercialization, suggesting a focus on core component suppliers [2] - The top ten weighted stocks in the National Securities Robotics Industry Index as of August 29, 2025, include companies like Stone Technology and Ecovacs, collectively accounting for 41.12% of the index [2]

Investment Rating - The report highlights the investment opportunities in the PEEK materials sector, particularly in relation to the rapid development of the robotics industry [1]. Core Insights - PEEK materials exhibit excellent mechanical properties, high heat resistance, and corrosion resistance, making them suitable for critical components in automotive, electronic information, and aerospace industries [2][6]. - The global PEEK market is characterized by a competitive landscape dominated by a few major players, with the UK-based Victrex being the largest producer, holding approximately 60% of the global production capacity [2][23]. - The PEEK market in China is projected to reach 1.455 billion yuan in 2024, reflecting a year-on-year growth of 21.14% [2][18]. - The rapid growth of the robotics industry is expected to create significant opportunities for PEEK materials, particularly in applications that require lightweight and high-performance components [2][28]. Summary by Sections PEEK Material Performance - PEEK is a high-performance polymer with superior mechanical properties, high heat resistance, and chemical stability, making it an ideal alternative to traditional materials like metals and ceramics [9][10]. - In 2024, the automotive sector is expected to account for 27% of the global PEEK market, while aerospace and electronic sectors will account for 23% and 20%, respectively [17][18]. Market Dynamics - The report indicates that China's PEEK market is heavily reliant on imports, with a dependency rate of 75% as of 2020, highlighting the need for domestic production capabilities [20][22]. - The competitive landscape of the global PEEK market is described as "one strong and many strong," with a few companies dominating the market share [23]. Robotics Industry Opportunities - The report identifies five companies listed on the Beijing Stock Exchange that are involved in the PEEK supply chain, including Huami New Materials and Mingyang Technology, which are focusing on applications in robotics [35][36]. - The anticipated demand for PEEK in the robotics sector is significant, with projections suggesting that the demand could reach 7,500 to 8,000 tons if production scales to one million robots [32][33].

Core Viewpoint - Fengli Intelligent experienced a stock price increase of 5.14% on September 16, reaching 74.65 CNY per share, with a trading volume of 506 million CNY and a turnover rate of 10.85%, resulting in a total market capitalization of 8.965 billion CNY [1] Company Overview - Zhejiang Fengli Intelligent Technology Co., Ltd. is located in Taizhou, Zhejiang Province, established on April 23, 1995, and listed on December 15, 2022. The company specializes in the research, production, and sales of small modulus gears, gearboxes, and related precision mechanical components [1] - The revenue composition of Fengli Intelligent includes: 42.87% from gears, 28.20% from precision reducers (harmonic reducers) and components, 23.22% from pneumatic tools and components, 4.39% from new energy transmission, and 1.33% from other sources [1] Shareholder Information - Among the top ten circulating shareholders of Fengli Intelligent, E Fund's ETF, the E Fund National Robot Industry ETF (159530), entered the list in the second quarter, holding 372,800 shares, which accounts for 0.58% of the circulating shares. The estimated floating profit for today is approximately 1.3607 million CNY [2] - The E Fund National Robot Industry ETF (159530) was established on January 10, 2024, with a latest scale of 1.654 billion CNY. Year-to-date returns are 37.51%, ranking 997 out of 4222 in its category; the one-year return is 97.12%, ranking 500 out of 3804; and since inception, the return is 59.53% [2] Fund Manager Performance - The fund managers of the E Fund National Robot Industry ETF are Li Shujian and Li Xu. As of the report, Li Shujian has a tenure of 2 years and 9 days, with a total fund asset size of 4.497 billion CNY, achieving a best fund return of 96.42% and a worst return of 1.01% during his tenure [3] - Li Xu has a tenure of 2 years and 296 days, managing a total fund asset size of 7.796 billion CNY, with a best fund return of 121.54% and a worst return of 9.93% during his tenure [3]

| 关公司股票组成。 | 0.6% | 60.7倍 | 99.3% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | ·· ////////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 | 截至午间收盘 该指数涨跌 | 该指数 滚动市销率 | 该指数自2015年 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 的公司股票组成。 | 0.4% | 32.1倍 | 44.3% | 截至午间收盘，国证机器人产业指数上涨2.8%，中证智能电动汽车指数下跌0.2%，中证消费电子主题指数上涨0.6%，中证物联网主题指数 上涨0.4%。机器人ETF易方达（159530）半日净申购近2亿份，截至昨日，该产品已连续6个交易日获净流入，最新规模超90亿元。 每日经济新闻 ...

| 叫,田北方沙及后芯木未 | | | | --- | --- | --- | | 信息传输、物联网应用领域 的公司股票组成。 低费率(0.15%+0. 05%费率) | 注: | -0.3% 32.2倍 45.0% "低费率"标签指管理费率0.15%/年,托管费率0.05%/年。 | 截至收盘，中证智能电动汽车指数上涨2.6%，国证机器人产业指数上涨0.9%，中证消费电子主题指数 上涨0.1%，中证物联网主题指数下跌0.3%。机器人ETF易方达（159530）全天获超2.5亿份净申购。 Wind数据显示，该产品上周连续5日获资金净流入，合计近20亿元，最新规模约88亿元、创历史新高。 （文章来源：每日经济新闻） ...