9月11日上午，宇树科技创始人兼首席执行官王兴兴在外滩大会开幕式上回应了此前"限制机器人产业爆 发的核心不是数据不足,而是模型架构落后"的观点。他表示，数据和模型都非常重要，"从数据角度 看，当前核心问题是难以判断优质数据的标准，优质数据应怎样采集、采集多大规模都处在模糊阶段， 应该尽可能提高对数据的利用率。"（新京报） ...

珠江潮涌，深江同心；深新携手，冈州焕新。 随着深中通道、黄茅海跨海通道通车，深江铁路加快建设，大广海湾经济区打造粤港澳合作的国家级平 台等重大历史机遇，作为江门市"首善之区"的新会区，凭借得天独厚的区位优势和资源禀赋，主动融 入"大桥时代"，高频度全面对接深圳，与深圳优势互补、资源共享，不断书写深新高质量合作的新篇 章。今年是《粤港澳大湾区发展规划纲要》正式印发六周年，深江两地携手并进，不断推进深江经济合 作走深走实，作为对接深圳的"桥头堡"，新会全方位加强与深圳的对接合作，形成"深中有新、新中有 深"的融洽关系。值此契机，新会区委宣传部和南方都市报联合推出专题报道，采访一批新会的"深圳 人"和深圳的"新会人"，听他们讲述"深新故事"。 2025年7月30日至8月1日，2025（第六届）全球数字经济产业大会暨智能工业展在深圳举行。新会区不 仅组团参展，还在现场举办了江门市新会区（深圳）"AI + 机器人"产业对接会，吸引了数十家"AI + 机 器人"企业，广东鹏厦机器人智造园等企业代表分享了投资新会的感受。 根据《江门市2025年重点建设项目计划》，2025年江门共安排市重大建设项目563个，总投资5618亿 ...

证券代码：301529 证券简称：福赛科技 芜湖福赛科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 ☑ | | | 民生证券、招商基金、嘉实基金、东方资管、中信保诚、华泰资 产、泓德基金、农银汇理、朱雀基金、长盛基金、国泰基金、中 | | 参与单位名称 | 信资管、长江资管、中邮人寿、建信保险、惠升基金、 | | 及人员姓名 | 申万菱信、华商基金、建信保险、建顺投资、合远基金、海富通 | | | 基金、建信养老、富国基金、汇添富基金、建信基金等 | | 时间 | 2025 年 9 月 10 日 14:00 | | 地点 | 公司会议室 | | 上市公司接待 | 董事长兼总经理陆文波先生 | | | 董事会秘书兼财务总监潘玉惠女士 | | 人员姓名 | | | | 证券事务代表聂阳先生 | | | 互动交流开始前，潘玉惠女士首先就公司基本情况、核心优 | | | 势、财务表现与战略发展等进行了简要介绍。 ...

Group 1: Company Performance - The company's machine vision lens revenue for H1 2025 reached 24.725241 million CNY, accounting for 1.75% of total revenue, a 51.7% increase from 16.298575 million CNY in the same period last year [2] - The automotive business revenue for the company was 163.5776 million CNY as disclosed in the H1 2025 report [3] Group 2: Product Structure and Applications - The main products of the company include optical lenses and optical glass, applied in security, automotive, smart home, consumer electronics, and machine vision sectors [3] - For L2++ and above configurations, a typical vehicle requires approximately 12 lenses, with an estimated lens value of around 250 CNY per vehicle [3] Group 3: Future Growth and R&D - The company is increasing R&D and production capacity for smart driving products, including vehicle-mounted lenses and optical components for laser radar [3] - The non-spherical glass lens business is expected to grow rapidly, with applications in automotive, action cameras, panoramic cameras, drones, and AI glasses [3]

Core Insights - The emergence of humanoid robots, particularly Tesla's Optimus and Figure's robots, signifies a potential trillion-dollar industry disruption [1][2][6] - Tesla's Optimus showcases advanced capabilities, including environment perception and motion coordination, with a focus on cost-effective mass production [3][4][11] - Figure emphasizes AI-driven development, aiming for a highly intelligent model before scaling hardware production [9][12] Tesla's Strategy - Tesla's approach is rooted in hardware-first philosophy, aiming to produce a humanoid robot at a target cost of $20,000 and a production goal of 5,000 units by next year [4] - The company believes that a cost-effective physical design will allow for gradual improvements in AI capabilities [5][11] - Elon Musk predicts that 80% of Tesla's value could derive from Optimus, suggesting a potential market valuation of $560 billion for this segment [11] Figure's Strategy - Figure's strategy focuses on creating a highly capable AI model that can adapt to various hardware configurations, prioritizing intelligence over immediate mass production [9][12] - The company claims to have achieved significant advancements in robot capabilities using existing models and additional data, without the need for new algorithms [8] - Figure's founder believes this approach is the correct path toward developing truly general-purpose robots [9] Industry Implications - The competition between Tesla and Figure represents two distinct paths in humanoid robot development: one prioritizing hardware and scale, the other focusing on AI adaptability [9][12] - The successful commercialization of humanoid robots could lead to significant disruptions across labor-intensive industries, including manufacturing, logistics, and elder care [11] - The entire robotics supply chain, from sensors to AI software, is expected to experience a new wave of investment as the industry evolves [11][12]

Group 1: Financial Performance - The company reported a 36% year-on-year increase in revenue to HKD 731 million and a 26% increase in gross profit to HKD 295 million for 1H25, with a net profit attributable to shareholders rising 30% to HKD 339 million, aligning with expectations [1] - A special dividend of HKD 768 million was declared on March 26, 2025, alongside an interim dividend of HKD 271 million, bringing the total dividends for 1H25 to HKD 1.039 billion, resulting in a dividend yield of 5.83% as of September 3, 2025 [1] Group 2: Business Operations - The revenue growth was primarily driven by operational service income and investment income from financial assets measured at fair value, which increased by 28% and 306% to HKD 476 million and HKD 129 million, respectively [1] - The company is actively investing in leading enterprises in the robotics sector through its Beijing Robotics Industry Development Investment Fund, which has a scale of HKD 10 billion, with potential returns expected from some of these investments as they apply for IPOs [2] Group 3: Strategic Initiatives - The company has established a comprehensive service model for robotics, including sales agency and leasing services, and has partnered with over 50 companies to enhance its ecosystem [2] - The company is leveraging its infrastructure operations to provide real-world applications for robotics, which in turn supports its fund management business, indicating a deep integration of asset operations and financing [2] Group 4: Profit Forecast and Valuation - The net profit forecast for 2025 and 2026 has been raised by 7% and 6% to HKD 650 million and HKD 750 million, reflecting growth in core business and potential investment returns, maintaining an outperform rating [3] - The target price has been increased by 5% to HKD 2.73, corresponding to 2.2 times the 2025 price-to-book ratio, suggesting a 19% upside from the current stock price [3]

Group 1 - The core viewpoint of the news highlights the strong performance of the robotics sector in the stock market, with the Shanghai Composite Index rising over 1% and the Robotics ETF (562500) increasing by 2.60% after a period of consolidation [1] - The Robotics ETF has seen significant inflows, attracting 856 million yuan over the past five trading days, indicating strong investor interest and potential for further gains [1] - A supply-demand matching conference for the robotics industry was successfully held on September 4, aiming to promote high-quality development and enhance collaboration within the industry chain [1] Group 2 - According to a report by Zhongyan Puhua, China has established the most complete humanoid robot industry chain globally, with rapid increases in the localization rate of key components and significant cost reductions compared to imported products [2] - Major companies like BYD and CATL are leveraging their automotive supply chains to reduce the prices of industrial robots, contributing to a more competitive market [2] - The Robotics ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments of the robotics industry, including humanoid, industrial, and service robots [2]

消息方面，《矿山智能机器人重点研发目录》审议通过，明确推动掘进、采矿、运输等环节的机器 人替代，要求2025年底前实现井下重点岗位机器人作业率不低于30%，推动险累苦脏岗位机器人替代， 标志着矿山机器人产业化进程加速。 国海证券表示，均胜电子大力支持机器人核心零部件供应与工业场景应用落地，定位于"汽车+机 器人"Tier1，战略延伸至机器人产业链，凭借在底层技术复用为全球车企及机器人企业提供关键零部件 软硬件一体化解决方案，并将通过投资、自研或合作加快布局人形机器人产业，打造第二增长曲线。 截至13:17，机器人板块震荡走强，机器人ETF（562500）上涨1.66%，盘中最大涨幅一度超2%，向 上振幅达2.70%。当前维持高位震荡，或已走出前两日"大阴线"的阴影，开启反攻补涨行情。成分股迎 来普涨，70只成分股飘红，海目星午后暴力拉升，领涨12.36%，南网科技暴涨10.11%，华东数控、秦 川机床维持10%涨停封板，宏英智能等跟涨。流动性方面，盘中成交金额达8.4亿，换手3.28%，市场交 投活跃，量能持续释放。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯 ...

Group 1 - The A-share humanoid robot sector is experiencing a strong rebound, with the Robot ETF (562500) rising by 1.56% and showing potential for a recovery in the industry [1] - Major stocks in the sector, such as Huadong CNC and Qinchuan Machine Tool, hit the 10% limit up, while Haimeixing increased by 7.59%, indicating heightened market interest and active buying [1] - Midea Group reported a revenue of 15.073 billion yuan from robotics and automation, a year-on-year increase of 8.3%, accounting for 6.4% of its total revenue [1] Group 2 - According to Cinda Securities, humanoid robots are expected to see significant volume growth by 2026, with design upgrades and data accumulation ongoing in 2025 [2] - By the end of 2025, humanoid robots in certain factory applications are anticipated to be finalized, leading to an increase in sales as the industry matures [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2]

Group 1 - The stock of Shenyang Siasun Robot & Automation Co., Ltd. fell by 5.08% on September 4, closing at 18.30 CNY per share, with a trading volume of 1.142 billion CNY and a turnover rate of 3.95%, resulting in a total market capitalization of 28.651 billion CNY [1] - The company, established on April 30, 2000, and listed on October 30, 2009, specializes in the design, manufacturing, and sales of industrial robots, logistics and warehousing automation equipment, automated assembly and testing production lines, and traffic automation systems [1] - The revenue composition of the company includes: automated assembly and testing production lines and system integration (44.52%), logistics and warehousing automation equipment (19.68%), industrial robots (16.24%), semiconductor equipment (16.21%), traffic automation systems (3.07%), and others (0.28%) [1] Group 2 - In the second quarter, Invesco Great Wall Fund increased its holdings in the Invesco Great Wall National Robot Industry ETF (159559) by 865,100 shares, bringing the total to 1.558 million shares, which accounts for 5% of the fund's net value, making it the second-largest holding [2] - The Invesco Great Wall National Robot Industry ETF (159559) was established on November 30, 2023, with a latest scale of 535 million CNY, achieving a year-to-date return of 29.76% and ranking 1180 out of 4222 in its category; over the past year, it has returned 81.79%, ranking 648 out of 3789 [2] - The fund manager of the Invesco Great Wall National Robot Industry ETF is Jin Huang, who has been in the position for 1 year and 359 days, managing total assets of 23.021 billion CNY, with the best fund return during his tenure being 99.83% and the worst being 1.15% [3]