人形机器人

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信维通信Q2净利同比大增65% 多元布局驱动长期增长
Ju Chao Zi Xun· 2025-08-15 01:14
8月14日,信维通信披露2025年半年报显示,公司上半年实现营业收入37.03亿元,同比下降1.15%;归 母净利润1.62亿元,同比下降20.18%。尽管上半年整体业绩有所下滑,但第二季度表现亮眼,单季度营 收19.6亿元,同比增长3.82%;归母净利润8434万元,同比大幅增长65.12%,扣非净利润6344万元,同 比增长84.28%,展现出强劲的复苏势头。 在核心业务方面,信维通信的天线业务继续保持行业领先地位,无线充电业务则受益于智能手机、可穿 戴设备及智能汽车对Qi2.x等标准无线充电模块的需求增长,市场渗透率持续提升。精密结构件业务也 随着客户新机型的导入和大客户订单的放量,实现稳定增长。此外,公司在越南和墨西哥的海外生产基 地进一步强化了全球化布局,为未来业务拓展奠定基础。 在新兴业务领域,信维通信取得了显著突破。LCP模组及毫米波天线已成功应用于北美大客户,并拓展 至智能汽车和商业卫星通信市场;UWB模组在智能汽车钥匙、物联网设备等领域广泛应用,并逐步向 人形机器人等新兴场景延伸;高端MLCC产品通过大客户测试并进入量产阶段,专利储备超过60项,未 来有望在智能汽车和AI服务器市场占据更大份 ...
人形机器人运动会启幕,宇树与“天工”对决成最大看点之一
Nan Fang Du Shi Bao· 2025-08-15 00:50
8月14日晚,2025世界人形机器人运动会在国家速滑馆"冰丝带"开幕。这是全球首个以人形机器人为参 赛主体的综合性体育比赛。 赛事为期三天,从8月15日开展至17日。据主办方介绍,共有16个国家的280支参赛队伍参赛。赛事项目 上,大体可分为"表演赛"和"干活赛",前者包括田径赛、足球赛、舞蹈等,观赏性较强;后者则围绕医 药、工厂、酒店、仓储等B端应用场景,比拼机器人的操作技能。 值得一提的是,宇树科技参与了此次机器人运动会,其中包括1500米径赛。这场比赛将于8月15日上午 举行,集结了此前北京亦庄机器人半程马拉松的冠亚季军参赛——北京人形机器人创新中心的"天工"机 器人、松延动力的N2机器人、卓益得的"行者二号"机器人。届时,宇树H1全尺寸人形机器人和"天 工"谁能夺冠,是本届运动会的最大看点之一。从现场训练视频来看,宇树这款"春晚"同款机器人的实 力不容小觑。 2025世界人形机器人运动会于8月14日晚开幕。 开幕式前,一台全尺寸人形机器人在短跑热身中摔倒,不幸左手"骨折", 跑道亦被戳破。 开幕前,工作人员为人形机器人演出者穿上表演服。这款机器人来自智元机器人与东阳光等合资建立的 光谷东智公司。 人类 ...
中科三环:人形机器人真正推向消费市场后,将给钕铁硼永磁材料行业和公司带来积极影响
Zheng Quan Shi Bao Wang· 2025-08-15 00:29
Group 1 - The company has been applying its products in the robotics field for several years, primarily in industrial robots [1] - Humanoid robots are still in the research and development stage, and successful commercialization in the future could positively impact the neodymium-iron-boron permanent magnet materials industry and the company [1] - The company is actively monitoring developments in this area and is in communication with relevant customers to seize potential market opportunities [1]
2025世界人形机器人运动会开幕
Xin Hua She· 2025-08-15 00:20
↑ 机器人在开幕式上开展100米赛跑。新华社记者 谢晗 摄 ↑ 这是8月14日拍摄的开幕式现场。新华社记者 谢晗 摄 ↑ 学生代表方阵在开幕式上入场。新华社记者 张晨霖 摄 ↑ 机器人在开幕式上展开足球对抗。新华社记者 张晨霖 摄 当地时间8月14日,2025世界人形机器人运动会在北京国家速滑馆"冰丝带"开幕。 ↑ 工作人员操控机器人在开幕式上开展100米赛跑。新华社记者 谢晗 摄 ↑ 这是8月14日在开幕式上拍摄的机器人表演。新华社记者 张晨霖 摄 ↑ 机器人运动员代表在开幕式上宣誓。新华社记者 谢晗 摄 ↑ 这是8月14日拍摄的开幕式现场表演。新华社记者 张晨霖 摄 ↑ 机器人在开幕式上展示自由搏击。新华社记者 张晨霖 摄 ↑ 机器人代表方阵在开幕式上入场。新华社记者 张晨霖 摄 ...
9月起,江苏免收高速公路车辆救援服务拖车、吊车费用 上半年全球IPO数量较2024年下半年下降
Sou Hu Cai Jing· 2025-08-15 00:17
Market Overview - On August 14, the market experienced fluctuations, with the ChiNext index leading the decline, and the Shanghai Composite Index losing its 3700-point level, ending an 8-day winning streak. The total trading volume in the Shanghai and Shenzhen markets reached 2.28 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day. Over 4600 stocks declined, with insurance, brain-computer interface, digital currency, and electric motor sectors showing gains, while military, CPO, copper foil, and lithium mine sectors faced losses. The Shanghai Composite Index fell by 0.46%, the Shenzhen Component Index by 0.87%, and the ChiNext Index by 1.08% [3]. Economic Insights - Goldman Sachs predicts that the Federal Reserve will cut interest rates three times this year, each by 25 basis points, and two more times in 2026, bringing the terminal rate down to between 3% and 3.25%. A 25 basis point cut in September is considered highly likely due to a slight increase in the U.S. Consumer Price Index (CPI) in July [4]. Industry Developments - The Jiangsu Provincial Department of Industry and Information Technology has officially released the first batch of new material recognition results for 2025, with 33 new material products selected. This marks the first time Jiangsu has conducted such recognition [5]. - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs, has allocated 1.146 billion yuan in central financial disaster relief funds to support 13 major grain-producing provinces in implementing autumn grain "one spray multiple promotion" measures [6]. - The World Federation of Exchanges (WFE) reported that in the first half of 2025, there were 570 global IPOs raising a total of 66.41 billion USD, representing declines of 20.9% and 15.7% compared to the second half of 2024. The average size of IPOs increased from 109.3 million USD to 116.5 million USD [7]. - Morgan Stanley forecasts that the global humanoid robot market could reach 5 trillion USD by 2050, with over 1 billion humanoid robots potentially in use globally. China is expected to lead in usage with over 300 million units, while the U.S. is projected to have around 77.7 million units [7]. Corporate News - Huawei's Hi model collaboration with SAIC-GM Wuling is set to upgrade, with the Baojun brand likely to adopt the Hi model [7]. - Amazon announced the launch of same-day delivery for fresh groceries in over 1,000 cities and towns across the U.S., with plans to expand to over 2,300 areas by the end of the year. This news negatively impacted stocks of competitors such as Instacart, DoorDash, Walmart, and Kroger [7].
世界人形机器人运动会吸引五百余名“健将”
Ren Min Ri Bao· 2025-08-14 21:53
(文章来源:人民日报) 全球首个以人形机器人为参赛主体的综合性赛事——2025世界人形机器人运动会14日在北京开幕。本次 运动会设26个赛项,除体育场景外,还有工厂、医院、酒店等场景,吸引来自16个国家和地区的280支 队伍、500余台人形机器人参与角逐。活动由北京市政府、中央广播电视总台、世界机器人合作组织、 亚太机器人世界杯国际理事会联合主办。 ...
2025人形机器人运动会现最小机器人,摔倒动作引关注
Xin Lang Cai Jing· 2025-08-14 18:24
2025人形机器人运动会现最小机器人,摔倒动作引关注 2025人形机器人运动会现最小机器人,摔倒 动作引关注 #机器人摔倒太萌了##体型最小的机器人# 2025世界人形机器人运动会进行中,记者@孙海光 老师晒出 现场视频:大概有可能这是我本届运动会见到体型最小的机器人了,乐感不错,摔倒那一下太萌。 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 ...
资管工业化时代的“中欧样本”
Shang Hai Zheng Quan Bao· 2025-08-14 18:23
本版制图 范雨露 在资产管理蓬勃发展的浪潮中,公募基金行业乘势而上,规模屡创新高。然而,随着市场环境的变化与 资金体量的快速增长,依赖少数基金经理个人能力的投研模式,其局限性愈发显现。规模创纪录,业绩 能否同样长虹? 中欧基金选择以"工业化"应对。通过打造统一的投资理念、精细化分工机制与流程化协作体系,中欧基 金自2023年起推行"工业化"投研体系升级,旨在提升投研效率与产品稳定性,力争在日趋复杂的市场环 境中探索出一条凝聚团队智慧、实现高质量发展的新路径。 在这条"工业化"之路上,中欧基金不仅承担起服务国家战略、满足居民财富管理升级需求的使命,也为 行业树立起专业分工精细、投研协作高效、理念文化统一的样本。 ◎记者 聂林浩 主动权益: 专业协作,凝成合力 中国证券投资基金业协会数据显示,截至6月底,境内公募基金数量为1.29万只,资产净值合计达34.39 万亿元,再次创下历史新高。 不过,与海外大型资管机构相比,国内基金公司在大体量资金管理和运作上仍显不足,尤其是单一基金 规模短期内迅速增长时,其业绩往往难以为继。 如何破局?近年来,中欧基金在学习国内外先进的资管经验的基础上,开始不断探索资管行业的"工业 ...
朗迪集团股价下跌3.74% 机构调研透露风机技术新进展
Jin Rong Jie· 2025-08-14 17:12
Group 1 - The stock price of Longdi Group closed at 19.06 yuan on August 14, 2025, down 0.74 yuan, a decrease of 3.74% from the previous trading day [1] - The trading volume on that day was 85,400 hands, with a transaction amount of 165 million yuan, and a fluctuation of 3.84% [1] - Longdi Group operates in the home appliance industry and is also involved in humanoid robots and air energy heat pumps [1] Group 2 - The company's main business includes the mechanical fan sector, which has recently made progress in electromechanical system integration [1] - Longdi Group has completed the dual technology platform layout for both internal and external rotors and has achieved systematic matching tests with various types of fans [1] - On August 13, the company received institutional research from Northeast Securities and Caitong Fund, where executives introduced technological breakthroughs and industrialization progress in the fan sector [1] Group 3 - On August 14, the net outflow of main funds was 35.366 million yuan, accounting for 1% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 7.6026 million yuan, representing 0.22% of the circulating market value [1]
这种入场式您见过吗?机器人代表方阵入场
Xin Lang Cai Jing· 2025-08-14 16:26
8月14日晚8时,2025世界人形机器人运动会开幕式在国家速滑馆举行。这是全球首个人形机器人运动 会,来自全球16个国家的280支队伍将参加538个比赛项目的角逐。开幕式上,机器人代表方阵入场。 责任编辑:过博文 ...