证券代码：300232 证券简称：洲明科技 深圳市洲明科技股份有限公司投资者关系活动记录表 编号：2025-011 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他（2025 年度深圳辖区上市公司投资者网上集体接待日活 动） 参与单位名称 投资者网上提问 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 上市公司接待人 员姓名 独立董事 甘耀仁 财务总监 王群斌 副总经理、董事会秘书 陈一帆 投资者关系活动 主要内容介绍 1、第六期员工持股和实控人减持的计划连续到期未实施 情况说明，并就上述操作导致公司信誉下降如何弥补？ 答：您好！公司基于对未来发展前景的信心，在第六期员 工持股计划经董事会审议通过终止实施后，继而推出第二期事 业合伙人持股计划，资金规模上限提升至 1 亿元，目前第二期 事业合伙人持股计划正稳步推进，相关进展情况详见后续在指 定信息披露网站巨潮资讯网披露的公告。公司实控人同样出于 对公司未来发展前景的认可，在前次减持 ...

Core Viewpoint - 福然德 reported a revenue of 8.23 billion yuan for the first three quarters of 2025, reflecting a 5% year-on-year growth, with sales volume increasing by 16.95% to 1.6695 million tons [1] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a gross margin of 5.76%, an increase of 1.03 percentage points compared to the same period in 2024 [1] - The company’s revenue growth is attributed to a decrease in raw material prices from upstream steel and aluminum manufacturers [1] - The company employs a pricing model based on sales and cost-plus pricing, allowing it to maintain stable gross margins despite fluctuations in raw material prices [1] Group 2: Business Operations and Strategy - 福然德 maintains stable demand from automotive and home appliance sectors, with a focus on increasing market share in automotive sheet metal processing and distribution [1] - The company is actively expanding its collaboration with Chery and its suppliers, including new business areas such as aluminum die casting, hot forming, and laser welding [2] - New investments in lightweight automotive technologies are expected to contribute to revenue and profit growth, while the company aims to enhance cost efficiency [2] Group 3: Future Outlook - 福然德 plans to strengthen its core competencies while embracing strategic emerging industries to cultivate a second growth curve [2] - The establishment of a joint venture with Kepler in the humanoid robot industry indicates the company's proactive approach to exploring new development opportunities [2]

" 去闯、去流浪 "， 这已经并非独属人类的浪漫。 2025年11月，一台名为 " 远征 A2 " 的人形机器人，完成了它生命中最为漫长的一次跋涉。 它从江苏出发，脚步踏过冰冷的柏油路、斑驳的砖石地、松软的砂石路，最终进入上海 ， 抵达北外滩 。 全程 106.286公里，无关机、零摔倒，成功创下 " 全球首次人形机器人跨省行走 " 的吉尼斯世界纪录 ， 引发 了海内外全网热议。 这场超过百公里的跋涉，像一次人类的朝圣之旅， 它要回答一个最基础，也最致命的问题： 在离开实验室的 精密环境后，这副人造的 " 身体 " ，究竟能不能扛住真实世界的残酷与复杂？ 机器人大讲堂与多家媒体采访到了 智元机器人合伙人、高级副总裁王闯 ， 聊了聊一路上的坎坷与不易。 ▍ 更真实的 " 暴力测试 " 106.286公里 徒步有多难，对普通人来说，这也是艰难的挑战。 11月18日前后，恰逢温度骤降，王闯介绍了挑战中的小插曲：低温环境让随行的强壮工作人员都生了病，但 机器人全程稳定运行，用王闯的话说，"这反向印证了它的可靠性和身体强壮程度"。 更让人意外的是，在记者的提问中， 王闯 介绍， 这台机器人本质上是 " 无改装量产机 " ...

Core Viewpoint - The article discusses the rapid development and potential of humanoid robots, highlighting a significant review published in a top mechanical engineering journal that outlines the current state and future trends of humanoid robot technology [1][3]. Group 1: Development History and Current Status - Humanoid robot technology has evolved through four stages from 1969 to the present, including early development, high integration, dynamic motion and intelligence, and a rapid development explosion since 2022 [7][4]. - Humanoid robots are defined as bio-inspired general-purpose robots that mimic human appearance and functions [4]. Group 2: Global Industry Landscape - Internationally, the humanoid robot sector is led by companies like Tesla and Figure AI, with significant contributions from academic institutions such as MIT and Tokyo University [9]. - In China, despite a later start, numerous innovative companies are emerging, supported by national and local policies, creating a dual-track development model alongside universities [10][11]. Group 3: Key Core Technologies - The article identifies six key technology modules essential for humanoid robots, including body design, core components, high-precision environmental perception, embodied intelligence, human-robot collaboration, and operating systems [14][15]. - The use of lightweight materials and high-performance components is crucial for achieving a balance between weight and durability in humanoid robots [17][21]. Group 4: Typical Applications - Humanoid robots are expected to excel in special service environments, intelligent manufacturing, and eventually in household and healthcare applications [38][39]. - Current applications are primarily demonstration-based, with challenges such as battery life and operational precision still needing to be addressed [42]. Group 5: Challenges and Difficulties - The development of humanoid robots faces five core challenges, including the need for collaborative innovation in hardware and software, high-precision environmental perception, and the establishment of safety standards [43][45]. Group 6: Future Development Trends - Future trends include the deep integration of embodied intelligence with general artificial intelligence, the development of end-to-end multimodal models, and the establishment of large-scale simulation training platforms [46][47].

1、 智元远征A2创下吉尼斯世界纪录 11月20日，智元机器人宣布，智元远征A2（SNA210041BA00652号机器人）近日成功完成了从苏州金鸡 湖到上海外滩的百公里跨省行走挑战，创造了一项足以记录在全球机器人发展史上的新纪录。据称，11月 20日，吉尼斯世界纪录认证官向智元远征A2（SNA210041BA00652号机器人）颁发了认证证书，正式确 认智元远征A2全程行走距离为106.286km，成为"人形机器人行走最远距离/Longest journey walked by a humanoid robot"吉尼斯世界纪录保持者，得益于智元研发的快速热插拔换电系统，远征A2全程未关机、 连续运行完成了挑战。 2、 Figure AI公司正式停产Figure 02人形机器人 Figure 02型人形机器人在部署期间帮助生产了超过30,000辆宝马X3汽车，并装载了超过90,000个钣金零 件。它们的主要任务是将钣金零件从料箱中取出，并以5毫米的公差放置在焊接夹具上。放置完成后，传 统的机械臂进行焊接。人形机器人完成金属装载的周期为84秒，其中装载时间为37秒，精度保持在99%以 上。在最初的六个月内，这些 ...

金帝股份公告，近日，公司与东培工业股份有限公司签署了《战略合作意向书》，确认双方有意就人形 机器人谐波减速器总成及其关键零部件相关业务进行合作。 ...

【金帝股份：拟与东培股份就人形机器人谐波减速器总成及其关键零部件相关业务进行合作】智通财经 11月21日电，金帝股份(603270.SH)公告称，公司与东培工业股份有限公司签署《战略合作意向书》， 双方有意就人形机器人谐波减速器总成及其关键零部件相关业务进行合作，并探讨建立合资或其他合作 架构的可行性。该意向书不涉及具体金额，相关具体合作项目将另行签订相关合作协议。 转自：智通财经 ...

11月21日，宏润建设集团股份有限公司（以下简称"公司"）在宏润大厦以现场会议形式接待了特定对象 调研，华泰证券分析师王玺杰、勤辰私募基金姜伟臣参与调研，公司董事会秘书薛锋、科技业务总监毛 正出席并就主营业务发展、新能源业务布局、人形机器人业务进展及股份回购计划等问题与机构进行了 深入交流。 投资者关系活动基本信息 本次投资者关系活动类别为"特定对象调研"，于2025年11月21日在宏润大厦现场举行。参与机构及人员 包括华泰证券王玺杰、勤辰私募基金姜伟臣，公司接待人员为董事会秘书薛锋、科技业务总监毛正。 主营业务及三季度业绩：新能源成重要利润增长点 据介绍，公司主营业务涵盖基建、房地产和新能源三大板块。2025年三季度报告显示，公司单季实现营 业收入13.92亿元，归母净利润1亿元。从业务趋势看，基建板块营收稳中有升；房地产板块处于存量去 化阶段，营收和净利润有所下降，业务占比持续降低；新能源板块表现亮眼，营收和净利润均大幅增 长，有效弥补了房地产业务收缩对整体营收的影响，已成为公司重要的利润增长点。 新能源业务：全产业链布局显效，全年组件产量预计超2GW 在新能源业务方面，公司已构建起"前端实业制造—中端总 ...

Core Viewpoint - Zhejiang Rifa Precision Machinery Co., Ltd. recently conducted a roadshow to engage with institutional investors, discussing the company's operational status, core product advancements, and strategic planning [1][2]. Group 1: Investor Engagement - The roadshow attracted participation from 14 institutions, including major securities firms and asset management companies, indicating strong interest in the company's developments [2]. - The company’s Secretary of the Board, Qi Bing, provided insights into the company's performance and future direction during the discussions [2]. Group 2: Core Product Development - The focus was on the progress of the CNC thread grinding machine, which is utilized in high-precision applications across various industries, including new energy vehicles and humanoid robots [3]. - The company has established production capabilities for high-precision CNC thread grinding equipment and has made progress in market expansion, signing contracts with key clients such as Best and Sanlian Forging [3]. - However, the humanoid robot sector remains in its early stages, and large-scale production of related CNC grinding equipment is still anticipated to take time [3]. Group 3: Subsidiary Product Matrix - The company’s subsidiaries, Rifa Gride and Rifa Nippon, have a comprehensive product matrix covering grinding and cutting tools, with a strong presence in the aerospace sector [4]. - Rifa Gride focuses on CNC grinding machines and production lines, while Rifa Nippon specializes in cutting machine tools, serving various industries including traditional machinery and aerospace [4]. Group 4: Business Strategy - The company aims to become a benchmark enterprise in the intelligent manufacturing sector, focusing on high-precision and intelligent products [5]. - The strategy emphasizes leading with mainframe business, supporting high-end manufacturing, and leveraging intelligent manufacturing as a breakthrough point [5]. - Continuous improvement in machine quality and production efficiency is a priority to enhance market competitiveness and brand influence [5].

证券代码：002062 证券简称：宏润建设 宏润建设集团股份有限公司投资者关系活动记录表 编号：2025-07 | | 司已入驻宁波前湾新区，从研发到销售是否都放在前湾新区？ | | --- | --- | | | 宁波前湾新区为星际动力预留了产业用地和厂房，生产和 | | | 配套将落地前湾新区，主要研发将放在上海，宁波和上海将同 | | | 步配置销售。 | | | 5、星际动力人形机器人自发布会后有否开展升级研发？ | | | 针对运动能力和人机互动的研发工作持续推进，星际动力 | | | 正加紧招募更多自研设计团队，预计 2026 年团队人数规模将达 | | | 到 人，其中软件约占 60%，硬件约占 40%，力争明年尽 60-100 | | | 早产生一定规模的商业化收入。 | | | 6、人形机器人业务目前是否有意向客户？ | | | 端客户暂时不涉及，目前接洽的 鉴于隐私和安全考量，C | | | 主要还是以 端导览、展示和 端商用和工业场景使用为主。 G B | | | 年的战略规划是如何的？ 7、公司对星际动力未来 3-5 | | | 星际动力目标实现全场景商业落地，帮助公司实现第二增 | ...