Core Viewpoint - Morgan Stanley maintains an "Overweight" rating on Tesla (TSLA.US) with a target price of $410, highlighting a strategic shift involving the dissolution of the in-house Dojo supercomputer team to optimize AI program cost-effectiveness [1] Group 1: Strategic Changes - Tesla is reportedly disbanding its Dojo supercomputer team, with team leader Peter Bannon leaving the company, although Tesla has not confirmed this news [1] - The Dojo supercomputer was designed to process vast amounts of data and video generated by Tesla vehicles for training Full Self-Driving (FSD) and Optimus machine learning models [1] - Elon Musk has ordered the termination of the Dojo project, with plans to increase collaboration with external tech partners like NVIDIA (NVDA.US) and AMD (AMD.US) for computational support [1] Group 2: Financial Implications - Analyst Adam Jonas suggests that this move reflects significant strategic and financial considerations, potentially part of Tesla's cost-cutting plan to reduce capital and operational expenditures associated with the Dojo project [2] - Tesla's Q2 report indicated that AI initiatives have increased operational expenses, with capital expenditures expected to exceed $9 billion in fiscal year 2025, primarily directed towards AI-related fields [2] Group 3: Focus on Robotics and Edge Computing - The strategic shift may benefit Musk's xAI company, which is taking on more responsibilities for developing Tesla's "AI brain" and utilizing data from social media and real-world vehicle operations [2] - Tesla appears to be refocusing on robotics technology and edge inference capabilities, with Musk emphasizing the potential strategic value of Tesla's global fleet as a distributed inference network [2] - As the commercialization of Optimus accelerates, analysts believe Tesla may redirect capital expenditures and R&D investments towards reducing robot production costs and optimizing manufacturing systems [2] Group 4: Market Context - The timing of Tesla's spending reduction is notable, as the GPU shortage that previously pressured the company to develop in-house computing resources has significantly eased [2] - Joe Moore from Morgan Stanley notes that developing ASIC chips that can outperform NVIDIA's offerings is becoming increasingly difficult due to NVIDIA's annual R&D spending exceeding $15 billion and the expanding scope of AI investments [3]

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证券代码：605128 证券简称：上海沿浦 公告编号：2025-069 上海沿浦精工科技（集团）股份有限公司 关于投资设立控股子公司暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示 ? 上海沿浦精工科技（集团）股份有限公司（以下简称"公司"或者"上海沿浦"）拟 与上海机器人产业技术研究院有限公司（以下简称"上海机器人产业技术研究院"）、蒲卫 东先生以及"持股平台"（即公司实际控制人张思成先生和周建清先生拟共同设立的有限合 伙企业，其中张思成先生担任执行事务合伙人。该"持股平台"系公司关联方，名称最终以 市场监督管理局核准的名称为准，以下简称"持股平台"）合资设立上海锡纳泰克智能科技 有限公司（以下简称"锡纳泰克"或者"合资公司"，暂定名，最终以市场监督管理局核准 的名称为准）。 ? 锡纳泰克注册资本为 3,000 万元人民币，其中，公司拟使用自有资金出资 1,530 万元 人民币，占注册资本的 51%；上海机器人产业技术研究院拟出资 300 万元，占注册资本的 10%； 蒲卫东先生拟出资 7 ...

作者：蔡紫涵、高依菲、刘洋 新华社音视频部制作 0:00 跟随新华社"秀我中国"栏目行走体验官一起走进2025世界机器人大会，认识可爱的"机器人幼崽"，看它 们和人类萌娃的有爱互动！ ...

（编辑 袁冠琳） 证券日报网讯 江苏雷利8月11日在互动平台回答投资者提问时表示，江苏雷利子公司中科灵犀将于北京 机器人博览会正式推出全新一代绳驱式灵巧手，具备22个自由度，配置力觉及触觉传感器，并搭载公司 自研的灵巧手控制系统。公司正积极对接机器人领域下游客户，争取市场机会。 ...

Core Viewpoint - The company is actively embracing the wave of intelligence by strategically laying out plans in robotics and autonomous driving technologies while maintaining its core business in smart electric low-speed vehicles and special vehicles [1] Group 1: Business Development - The company aims to build a common technology platform across product lines by integrating research and development achievements from emerging fields into its core products, thereby enhancing the development of its main business [1] - The company is planning to establish a global technology research and development network, including a domestic research institute in Zhangjiang, Shanghai, and an overseas team for cutting-edge technology incubation in the United States [1] Group 2: Strategic Collaborations - The company has formed strategic partnerships with K-SCALE, Kepler Robotics, and Yushu Technology to collaborate on sales expansion, scenario applications, and product secondary development [1]

这届机器人，真是能打工的全才，调酒、卖艺、做手术、打拳击、送货……样样不落。只能说今年的机 器人，不止能炫技，干活儿也越来越靠谱了。 ...

0:00 2025世界机器人大会8日在北京开幕，400余位国内外业界代表集中展示机器人领域最新"黑科技"，透出 产业新动向。来2025世界机器人大会，和机器人过高能量的一天！ 作者：蔡紫涵 高依菲 熊琳 新华社音视频部制作 ...

Investment Rating - Industry rating is maintained at "Outperform" [1] Core Insights - The report highlights the significant growth in the robotics industry, emphasizing China's leading position in global industrial robot production and patent applications [5] - The 2025 World Robot Conference showcased over 100 new technology products and attracted more than 200 domestic and international robot companies, indicating a strong focus on innovation and market expansion [4][5] - Key companies to watch include Aobo Zhongguang, a leader in 3D visual perception technology, and Keli Sensor, a leader in strain sensors, both of which are positioned to benefit from the growing demand in the robotics sector [6] Summary by Sections Industry Overview - The robotics industry has seen a surge in patent applications, with China accounting for approximately two-thirds of global applications [5] - The density of industrial robots in manufacturing has reached the third highest globally, with rapid expansion in service robots and humanoid robots [5] Event Highlights - The 2025 World Robot Conference, held from August 8 to 12, featured over 1,500 exhibits, including more than 100 global product launches, showcasing advancements in robotics technology [4][5] - The event attracted significant international participation, with support from 28 global organizations, reflecting the increasing global interest in robotics [5] Company Focus - Aobo Zhongguang is noted for its comprehensive layout in six major 3D visual perception technologies, holding over 70% market share in domestic service robot visual sensors [6] - Keli Sensor has developed a series of products for humanoid and collaborative robots, leveraging advanced technologies in sensor design [6]

Core Points - The 2025 World Humanoid Robot Games will take place from August 14 to 17 at the National Speed Skating Hall, featuring over 500 humanoid robots competing in 26 events and 538 competition items [1][2] - The event aims to promote technological innovation and industry integration, with the "Panda Eye" training base serving as a key venue for robot training and testing [1][2] - The competition will include a groundbreaking 5v5 soccer match controlled entirely by AI algorithms, marking a significant advancement in humanoid robot technology [2][3] Group 1: Event Overview - The event will host 280 teams from 16 countries across five continents, including 192 university teams and 88 corporate teams [3] - Notable participating universities include Tsinghua University, Peking University, and Shanghai Jiao Tong University, alongside several high school teams [3] - The event will feature 26 gold medals across various competitions, including soccer and free fighting [3] Group 2: Venue and Facilities - The "Panda Eye" training base is designed to enhance global humanoid robot innovation resources and will support technical testing and pre-competition preparation [2] - The venue will facilitate the training and competition of top robot teams, ensuring a comprehensive showcase of humanoid robot capabilities [2][4] - The event schedule is structured to allow for ample preparation and interaction time for participating teams, enhancing audience engagement [4]