May 20, 2025 10:00 PM GMT China Autos & Shared Mobility: Investor Presentation | Asia Pacific Japan Summit – AI-Enabled Mobility & Humanoid Robotics | M | | | | --- | --- | --- | | | | Update | | May 20, 2025 10:00 PM GMT | | | | China Autos & Shared Mobility: Investor | Morgan Stanley Asia Limited+ | | | Presentation Asia Pacific | Tim Hsiao | | | | Equity Analyst | | | | Tim.Hsiao@morganstanley.com | +852 2848-1982 | | Japan Summit – AI-Enabled | Stanley Wang Research Associate | | | | Stanley.Wang@morgan ...

Ningbo Joyson Electronic Corp | Asia Pacific May 9, 2025 03:15 PM GMT China BEST Conference 2025 Feedback A-DCU project wins: Joyson recently secured an A-DCU (autonomous domain control unit) order based on Black Sesame's C1296 AD chip, and Joyson would become the exclusive DCU supplier for Dongfeng's multiple models to be launched within 2025. Humanoid potential: Joyson can supply up to Rmb50k value content per humanoid, including sensors, battery management system and support frame. While its humanoid bus ...

Humanoids | Asia Pacific 2025 China BEST Conference Takeaways Key Takeaways What pain points can humanoids solve? They could provide lower deployment cost for a lot of "long-tail" corner cases, for which it is not economic viable to deploy industrial robots. Humanoids could provide emotional value as well, expected to be realized in a decade. In what scenarios will humanoids be adopted first? With box picking is unlikely to be replaced by robotic arms, humanoids can help manufacturers to further reduce cost ...

财联社早知道 【财联社早知道】英伟达开源多个代码推理大模型,机构称 Al大模型加速高速光模块的发展,这家公司已成功推出 800G/1.6T光模块产品;松延动力发布新一代女性仿生机器 2025.05.11 16:39 星期日 点评:近年来,由于Al大模型的训练和推理应用需要海量并行数据计算,对网络带宽提出更大的需求,这些因素加速推进了高速 光模块的发展和应用。国盛证券发布研报称，光模块行业进入技术选代与需求重构期。800G仍是主流产品，1.6T届产周期长于 预期, CPO短期难替代可插拔方案, 无源器件市场正迎价值重估。产业链升级节奏回归2-3年迭代规律, 二级市场需理性看待技 术演进与业绩兑现。同时,无源器件细分领域高弹性机会值得关注。 公司方面, 仕佳光子的CWDMAWG和LANWDMAWG组件已广泛应用于全球主流光模块企业,在100G至800G高速光模块的器 件供应中占据主要地位,400G,800G和1.6TMT-FA产品部分得到批量应用,部分处于客户验证和推广阶段。新易盛已成功推出 业界最新的基于单波200G光器件的800G/1.6T光摸块产品,高速光模块产品组合涵盖VCSEL/EML、硅光、薄膜磷酸锂 ...

Serve Robotics (SERV) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Thank you for standing by, and welcome to Serve Robotics First Quarter twenty twenty five Earnings Conference Call. Please be advised that today's conference call is being recorded. I would now like to hand the conference to your host, Head of Communication and Investor Relations, Aduk Thawel. Please go ahead. Speaker1 Thank you, operator, and good afternoon, everyone. Welcome to Serv Robotics' first quarter twenty twenty five ear ...

Vishay Precision Group (VPG) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Steve Cantor - Senior Director - Investor Relations & Marketing CommunicationsZiv Shoshani - CEO, President & DirectorWilliam M. Clancy - EVP and CFO Conference Call Participants John Franzreb - Senior Equity AnalystGriffin Boss - Equity Research Analyst Operator Hello, everyone, and welcome to the PPG's twenty twenty five First Quarter Earnings Conference Call. My name is Ezra, and I will be your coordinator to ...

Tennant Company (TNC) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Lorenzo Bassi - VP of Finance & Investor RelationsDavid Huml - President and CEOFay West - Senior VP & CFO Conference Call Participants Steve Ferazani - Senior Equity Analyst - Diversified Industrials & EnergyAaron Reed - Research Analyst Operator Good morning. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to Tennant Company's First Quarter twenty twenty f ...

以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 酒店机器人也内卷。 文 ｜ 林小葵 编辑 ｜ 李不清 来源｜ 财经天下WEEK LY（ID: cjtxweekly ） 封面来源 ｜ 视觉中国 "请把中间的位置留给我"，酒店住客搭乘电梯时，经常会听到背后传来"卡通"的机器人声音。 打开携程、美团App，酒店大多会在页面标注是否有机器人服务。曾经作为差异化服务存在的机器人，正在成为智能酒店标配。在社交平台上，更有许多 不想出门，只想躺在床上点外卖的"懒人""i人"表示，"不会住没有机器人的酒店，不想趿拉着拖鞋去前台取外卖"。 数年前，"非接触式送货"的需求，更进一步做大了酒店机器人赛道。资本的涌入，让数十家商用机器人企业短期内获得了数轮融资。 其中，深耕酒店场景的头部企业云迹科技，率先叩响了港交所大门，剑指"机器人服务智能体第一股"。这家服务于超过3万家酒店和100家医院的机器人企 业，近期在港交所递表。 云迹科技成立于2014年，背后站着一众科技巨头，腾讯、阿里、联想、携程、科大讯飞等皆在其股东名 ...