一、停复牌 1、吉峰科技：控股股东筹划公司控制权变更相关事宜，股票停牌。 2、*ST富润：公司股票触及终止上市条件，股票停牌。 二、回购、增持 1、中国中铁：董事长提议回购8亿元-16亿元公司A股股份。 2、歌尔股份：拟回购5亿元至10亿元公司股份。 3、星源卓镁：收到6.5亿元新能源汽车镁合金动力总成壳体零部件项目定点。 3、润泽科技：董事长提议以5亿元-10亿元回购公司股份。 4、卫星化学：拟2亿元-4亿元回购公司股份。 5、盈峰环境：拟2亿元-3亿元回购公司股份。 6、新凤鸣：控股股东拟2亿元-3亿元增持公司股份。 7、天山铝业：拟以不低于2亿元且不超过3亿元回购公司股份。 8、上海电气：拟1.5亿元-3亿元回购A股股份用于减少注册资本。 9、锡业股份：股东提议1亿元-2亿元回购股份用于减少注册资本。 三、投资合作、经营状况 1、大丰实业：与智元机器人签订人形机器人项目合作协议。 2、嵘泰股份：拟与润孚动力共同出资设立江苏润泰机器人科技有限公司。合资公司的业务领域限于应 用于人形机器人和汽车底盘系统的行星滚柱丝杠、滚珠丝杠的研发、生产、销售业务。 4、大秦铁路：获中信金融资产举牌，持股比例达5%。 5、 ...

Group 1: Automotive Industry - The price range of 100,000 to 200,000 yuan is identified as a key segment for the breakthrough of urban intelligent driving in China, with various automakers adopting different cost-reduction strategies [4] - Long-term cost reduction in the automotive sector is expected to focus on self-developed chips and multi-domain integration, while DeepSeek aims to optimize intelligent driving models through innovative thinking [4] Group 2: Robotics Industry - UBTECH (9880.HK) is positioned as a rare "technology + scenario" dual-driven player in the humanoid robot sector, entering a phase of accelerated commercialization due to its comprehensive technology layout and first-mover advantage in industrial scenarios [5] - Major companies are increasingly entering the robotics industry, with VIVO announcing the establishment of "vivo Robot Lab" to venture into the home robotics field, and other companies like Yijia and Wolong Electric Drive making strategic upgrades and partnerships [6] Group 3: Company Financial Performance - Cloud Road Co., Ltd. (688190.SH) reported a revenue of 1.9 billion yuan in 2024, a year-on-year increase of 7.24%, with a net profit of 361 million yuan, up 8.73% year-on-year [6] - Hangyang Co., Ltd. (002430.SZ) achieved an operating income of 13.716 billion yuan in 2024, a growth of 3.06%, but experienced a decline in net profit by 24.15% [7] - Huaron Co., Ltd. (603855.SH) reported a net profit of 462 million yuan in 2024, a slight increase of 0.26%, while facing challenges in the traditional oil and gas market [8] - Nine Strong Bio (300406.SZ) recorded a revenue of 1.659 billion yuan in 2024, a decrease of 4.75%, but saw a net profit increase of 1.70% [9]

Group 1: AI Developments - The DeepSeek V3 model has completed a minor version upgrade, showing improvements across various capabilities [3] - Tencent has officially launched its self-developed deep thinking model, the mixed Yuan T1, enhancing reasoning abilities [3] - Google's new model, Gemini 2.5 Pro, has achieved state-of-the-art (SOTA) performance in multiple benchmark tests and topped the Arena leaderboard [3] - OpenAI has released the native multimodal image generation feature of GPT-4o, enabling the generation of more realistic images [3] Group 2: Semiconductor Industry - New Kai Lai showcased around 30 devices at the 2025 Semicon China exhibition, covering four major categories: diffusion, etching, thin films, and measurement [5] - The U.S. Department of Commerce announced the addition of 54 Chinese entities to the export control entity list, with 12 listings effective from March 25, 2025, and the remaining 42 expected to take effect from March 28, 2025 [5] Group 3: Robotics Industry - Vivo announced the establishment of "vivo Robot Lab" to enter the home robotics sector during the Boao Asia Forum 2025 [6] - Yijiahe has strategically upgraded, leading to the formal establishment of Lindo Technology [6] - Zhiyuan held its first supplier conference, collaborating with over a hundred partners to layout the robotics market [6] - Wolong Electric Drive has invested in Zhiyuan Robotics to jointly promote the development of embodied robots [6] - Figure Robotics released a new video showcasing its transition from "stumbling" to "steady," unlocking new natural walking skills [6] Group 4: New Product Launches - Xizhi Technology launched the new generation of optical hybrid computing card "Xizhi Tian Shu," which integrates the advantages of optical and electronic chips and employs advanced 3D packaging technology, showing significant performance improvements over previous models [4]

Core Viewpoint - The global semiconductor industry is experiencing a structural recovery in demand and deep adjustments in the supply chain, driven by artificial intelligence, consumer electronics, electric vehicles, and new energy applications, with global sales surpassing $600 billion for the first time [1] Group 1: Demand Recovery and Supply Chain Adjustments - The semiconductor market shows uneven demand, with AI chips and HBM storage experiencing significant growth, while the automotive and industrial markets are still in a destocking phase, leading to price declines [1] - The consumer electronics sector has completed its destocking cycle, resulting in normalized delivery times and price recovery for various chips and components [1] Group 2: National Subsidy Policy Impact - The national subsidy policy has expanded to cover digital products, enhancing the activity in the consumer electronics market, with subsidies for mobile phones, tablets, and smartwatches [2] - Over 26.71 million consumers applied for subsidies for these digital products within a month of the policy's implementation [3] Group 3: Automotive Semiconductor Landscape - The automotive semiconductor sector is in a destocking phase, but companies like Qualcomm and NVIDIA are seeing significant growth in smart driving applications, with year-on-year increases of 63% and 55% respectively [5] - BYD announced that all new cars produced after 2025 will be equipped with smart driving features, potentially transforming the automotive electronics supply chain [5] Group 4: Human-shaped Robots and Industry Development - The human-shaped robot industry is rapidly evolving, with many Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025 [12] - Despite rapid advancements in motion control, practical applications of human-shaped robots still require ongoing improvements in algorithms and hardware [12] Group 5: New Energy Storage Development - The new energy storage sector is experiencing rapid growth, with installed capacity increasing by 130% year-on-year, reaching 73.76 million kilowatts [13] - Various advanced technologies, including compressed air storage and sodium-ion storage, are making significant progress, although challenges such as investment returns and market competition remain [13][14] Group 6: Future Outlook for the Semiconductor Industry - The semiconductor industry is at a critical juncture, characterized by deep adjustments in demand, strengthened supply chain resilience, and expanding application scenarios [14] - Key challenges include rising risks from international trade frictions, mismatches between technology iteration speed and market demand, and cost pressures from regional supply chain restructuring [15]

Group 1 - The 2025 Zhongguancun Forum is focused on "New Quality Productivity and Global Technological Cooperation" and will run from March 27 to March 31 [1] - AI is leading a new industrial revolution, transforming production methods and organizational forms, and reshaping global value chains [1] - AI can be utilized for precise valuation and technical due diligence in the financial sector [1] Group 2 - The training of embodied robots can promote the iteration of AI, as advancements in technology are interdependent across various fields [2][3] - Significant breakthroughs in areas such as 5G, cloud computing, big data, AI, robotics, and 3D printing are collectively driving a new industrial revolution [2][3] Group 3 - Machine learning and deep learning are accelerating scientific discoveries in both natural and social sciences, significantly reducing the time required for research tasks [4] - AI technologies are enabling new methods for technology valuation, reducing the time from 2-3 months to just a few minutes, thus lowering costs and improving access for entrepreneurs and small investors [4] Group 4 - Women possess unique traits such as inclusivity and collaboration, which can enhance the development of AI across multiple disciplines [5] - Women can play a crucial role in ensuring that AI development is beneficial to society and helps bridge existing gaps [5] Group 5 - The emotional interaction requirements of humanoid robots may benefit from the involvement of female researchers, as their communication skills and attention to detail are valuable in this context [6] - The integration of female perspectives in research can enhance the interaction capabilities of embodied robots, making them more effective in human-like interactions [6] Group 6 - Education is vital for women to build confidence and capabilities, with a focus on providing opportunities for higher education [7] - The development of resilience and broadening perspectives are essential for women to realize their potential [7]

沉默的"中国机器人产业摇篮" 机器人，太火了。 刚刚结束的全国两会上，机器人成为热议焦点。 各大城市全力押注机器人赛道，深圳、杭州、上海、南京、苏州等城市正脱颖而出。 你知道，哪座城市是"中国机器人产业摇篮"吗？ 99%的人可能都答不上来。 答案是，沈阳。 作为中国机器人的发源地，沈阳是否"起了个大早赶了个晚集"？ 沈阳，又该如何突围？ 摇篮 "15年内我们不与中国进行机器人方面的合作。" "就算把机器人卖给你们，你们也不会用！" 这是1979年首届国际人工智能研讨会上，日本知名企业技术部长的傲慢之语。 彼时，"中国机器人之父"、中国科学院沈阳自动化所所长蒋新松暗暗下定决心，要为祖国造出自己的机器人。 其实，早在1958年世界上第一台工业机器人unimate在美国诞生后，蒋新松就开始奔走游说，开展机器人研究。 奈何中国基础工业底子薄，直到1977年，研制机器人项目才被列入1978-1985年自动化科学发展规划。 日本人的傲慢之语如鲠在喉，时刻鞭策沈阳自动化科学家们奋力攻关。 1982年6月，沈阳自动化所研制出中国第一台工业机器人样机——SZJ-1型示教再现机械手样机。 同年6月19日，沈阳自动化所研制出我国第 ...

Group 1: Company Overview and Operations - Dongtu Technology's Intewell industrial operating system offers high real-time performance and virtualization capabilities, catering to the needs of rapid response and high-precision operations in the industrial sector [3] - The company is currently in the introduction phase within the domestic industrial field, with significant market potential driven by the trend of autonomous control and advancements in artificial intelligence [3] - The company plans to continuously invest in R&D to enhance the performance of the Intewell operating system and build a broad ecosystem [3] Group 2: Robotics and AI Solutions - The company collaborates with robot manufacturers to develop electronic architectures for robots, with a new AI robot operating system product set to launch in the first half of the year [3] - The Intewell operating system addresses several issues faced by current mainstream robotic systems, such as high power consumption and inefficiencies in real-time task execution [4] - The operating system achieves microsecond-level control precision, meeting the stringent requirements of industrial robots and high-end CNC machines [4] Group 3: Cost and Efficiency Advantages - The Intewell operating system can reduce the electronic architecture costs of embodied robots by approximately 50% and lower power consumption by over 60% [5] - The system's microkernel and virtualization architecture allow for compatibility with Linux application ecosystems while maintaining 100% independent intellectual property rights [5] Group 4: Market Potential and Revenue Projections - The smart control systems and industrial operating systems have a market potential in the hundreds of billions, with expectations that new business revenue will account for about 50% of total revenue within 2-3 years [6] - The operating system business is projected to maintain a high growth trajectory, contributing significantly to the company's overall revenue by 2025 [6]

创业厚土。 作者 I 杨文静 旸与 报道 I 投资界PEdaily VC/PE基金要破1万家 梳理下来，当中不少举措颇具开创性—— 分类研究降低子基金返投认定和要求，对于种子和天使等初早期基金，探索 取消返 投时序进度、资金规模 等要求。 这是一则重要的积极信号。尽管此前已有零散尝试，但深圳首次提出分类研究子基金返投 认定和要求，对种子和天使等早期基金探索取消返投时序进度、资金规模要求等，对于创 投行业而言有着标志性意义。 随着国资开始成为一级市场主力军，容错机制迫在眉睫。此次《行动方案》再次表态： 进一步完善 基金绩效考核 与 容错免责机制 ，研究制定差异化考核监督制度，区分 基金属性，提升投资积极性。 又是深圳。 3月11日，《深圳市促进风投创投高质量发展行动方案（20 25 - 202 6）》正式发布，当中 蓝图引发轰动—— 到 2 02 6 年底，力争在全市范围内实现万亿级 "20+8" 产业基金群、经 备案的股权投资及创业投资基金数量突破 1 万家（只）。 还有不少表述令人印象深刻：分类研究降低子基金返投认定和要求；进一步完善基金绩效 考核与容错免责机制，研究制定差异化考核监督制度. .. ..身边 ...

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