作为人形机器人新一代"神经末梢"，六维力传感器是解决运动控制难题的关键零部件。据了解，如今已 有十几家A股上市公司在该领域展开"军备竞赛"。 当前，六维力传感器的生产成本较高，降本需求迫切。随着人形机器人产业化的快速推进、需求的大幅 增加，六维力传感器价格也有望更加"亲民"。冰零智能科技(常州)有限公司（下称"冰零科技"）创始人 贾永平表示，目前六维力传感器的单价基本在2万元以上，但量产后有望降到2000元左右。 上市公司展开"军备竞赛" 8月11日晚间，九鼎投资（600053）公告，拟以2.13亿元获得南京神源生智能科技有限公司（下称"南京 神源生"）53.29%的股权。九鼎投资称，南京神源生是"国内少数具备六维力传感器正向研发能力的企业 之一"。2023年12月，南京神源生完成融资后估值为2亿元。九鼎投资表示，随着国内外头部人形机器人 厂商纷纷在其产品中配置六维力传感器，该产品的市场空间显著扩大，南京神源生未来发展前景良好， 因此整体估值提升至3亿元。 在九鼎投资跨界布局六维力传感器之前，已经有十多家上市公司在该领域展开"军备竞赛"。 东华测试（300354）此前在业绩说明会上表示，公司六维力传感器处于小 ...

全市场超2900只个股上涨。 8月19日，截至收盘，沪指跌0.02%，深成指跌0.12%，创业板指跌0.17%。 | 代码 名称 | 现价 | 涨跌 涨跌幅 | | --- | --- | --- | | 000001 上证指数 | 3727.29 | -0.74 -0.02% | | 399001 深证成指 | 11821.63 | -13.95 -0.12% | | 899050 北证50 | 1596.67 - | 20.04 1.27% | | 881001 万得全A | 5913.62 | -2.72 -0.05% | | 000688 ध्यक्ति के संस्थान के साथ कि में बाहरी के बाद में बाहरी के बाद में बाद में बाहरी के बाद में बाहरी के बाद में बाहरी के बाद में बाद में कि कि को में कि कि कि कि कि कि कि | | 1112.27 - -12.56 -1.12% | | 399006 创业板指 | | 2601.74 -4.46 -0.17 ...

格隆汇8月19日丨迦南智能(300880.SZ)在互动平台表示，公司目前专注于智慧计量及系统、计量箱及配 件、新能源设备及系统集成等产品的研发、生产与销售。在人形机器人等新兴领域，公司在充电桩及充 电系统方面的技术积累，具备向机器人充电设备等应用场景延伸的潜力。公司将持续关注相关领域的发 展，积极探索可能性机会。 ...

Group 1 - Dechang Electric Holdings (00179) saw a stock increase of over 10%, reaching 28.48 HKD with a trading volume of 483 million HKD [1] - In July, Dechang Electric announced the establishment of two joint ventures with Shanghai Electric, focusing on the humanoid robot market, with Dechang holding 51% in the design and manufacturing company and 49% in the sales company [1] - The joint ventures aim to develop key components for humanoid robots, including joints and actuators, enhancing Dechang's capabilities in the core component systems for humanoid robots [1] Group 2 - In May, Dechang Electric hosted a forum discussing liquid cooling solutions for data centers in the AI era, highlighting the launch of the new DCP series liquid cooling pumps designed for modern data centers and AI server architectures [2] - The DCP series is characterized by high efficiency, low noise, and modular design, addressing the increasing thermal power demands of AI servers [2] - The company plans to release an advanced DC pump for cold plate liquid cooling in 2024, which has already been adopted by data centers and ultra-fast electric vehicle charging stations [2]

此前5月，德昌电机举办探讨AI时代的数据中心液冷散热解决方案"论坛，重点探讨液冷散热如何突破传 统空冷限制，以应对AI服务器日益提升的热功耗需求。该活动的一大亮点是全新DCP系列液冷泵的发 布，该系列产品具备高效能、低噪音与模块化设计，专为现代化数据中心与AI服务器架构量身打造， 提供兼顾能效、静音与系统整合性的创新方案。公司此前年报披露，2024年，公司推出了一款用于冷板 液冷的先进直流泵，现已被数据中心和超快速电动汽车充电站广泛采用。 德昌电机控股(00179)涨超10%，截至发稿，涨10.73%，报28.48港元，成交额4.83亿港元。 消息面上，今年7月，德昌电机控股宣布与上海机电（600835）成立两个合资公司，其中设计制造公司 由德昌电机控股51%，销售公司由上海机电控股，德昌电机持股49%。成立两个合资公司的主要目的是 服务国内人形机器人市场。拟开发的产品包括腰部、胯部关节、膝关节和踝关节，以及灵巧手执行器和 传感器。国泰海通证券认为，德昌电机在电机设计制造领域积累深厚，与上海机电合作，资金实力、非 电机零部件的能力都有望加强，开发人形机器人核心零部件系统的能力有望进一步加强。看好德昌电机 控股 ...

Core Viewpoint - The rare earth sector experienced a strong surge on the 19th, with significant price increases driven by robust demand from industries such as electric vehicles and home appliances, alongside tight supply conditions [1] Group 1: Market Performance - Huahong Technology hit the daily limit up, achieving three consecutive gains, while Beikong Technology and Lingyi Zhi Zao also reached the daily limit up [1] - Northern Rare Earth rose over 6%, and companies like Xiamen Tungsten, Jiuling Technology, and Dadi Bear saw increases of over 3% [1] Group 2: Price Trends - As of August 15, the price of praseodymium and neodymium oxide reached 593,000 yuan per ton, with a daily increase of 5.6% [1] - The price of metallic praseodymium and neodymium was 720,000 yuan per ton, reflecting a daily rise of 4.7% [1] Group 3: Demand and Supply Dynamics - The current growth in downstream demand for rare earths is coupled with tight upstream supply, benefiting from strong orders in the magnetic materials sector [1] - Continuous growth in export demand further solidifies the foundation for price increases [1] Group 4: Future Outlook - CITIC Securities believes that praseodymium and neodymium prices will maintain a strong performance due to ongoing growth in demand from electric vehicles, air conditioning, and consumer electronics [1] - The acceleration of commercialization in humanoid robots is expected to open up future demand growth for rare earth permanent magnets [1] - The fundamental support suggests that rare earth prices are likely to remain stable and may continue to rise, with a sustained recommendation for allocation in the rare earth permanent magnet sector [1]

Core Viewpoint - The 2025 World Humanoid Robot Games successfully concluded on August 17, featuring 280 teams from 16 countries competing in 26 events over three days, marking the first comprehensive competition for humanoid robots globally [1]. Group 1: Competition Overview - The event included a total of 487 matches across various categories such as competitive events, performance events, scenario events, and peripheral events [1]. - Notable performances included the championship in the 100 meters by the team "Tian Gong" with the robot "Tian Gong Ultra" achieving a time of over 21.50 seconds [1]. Group 2: Event Results - In the 400 meters, "Ling Yi Technology" with the robot "Yu Shu H1" secured the championship with a time of 6 minutes and 34 seconds [2]. - The 1500 meters saw "Yu Shu Technology" win the championship with a time of 1 minute and 48.78 seconds [2]. - The 4x100 meters relay was won by "Gao Yi Technology" with a time of 33.71 seconds using the robot "Yu Shu G1" [2]. Group 3: Special Awards and Recognitions - The "Best Robot" award was given to the "Wolf Pack Team" [4]. - The "Popularity Award" was awarded to "Chiweng" with the robot "Yu Shu G1" [4]. - The "Best Interaction Award" in the table tennis category went to the "Exploration Extreme Team" [5]. Group 4: Industry Participants - Various companies participated in the event, including "Yu Shu," "Tian Gong," and "Ling Yi Technology," showcasing advancements in humanoid robotics [12][13]. - The event highlighted the growing interest and investment in humanoid robotics, with numerous teams representing educational institutions and tech companies [12][13].

Core Insights - The first-ever humanoid robot sports competition concluded in Beijing, featuring 280 teams from 16 countries and over 500 humanoid robots competing in 487 events across 26 categories, indicating a significant advancement in the humanoid robot industry [2] Industry Summary - The performance capabilities of humanoid robots have shown notable improvement this year, reflecting the industry's progress and potential for various application scenarios [2] - The capital interest in the humanoid robot sector remains high, suggesting ongoing investment opportunities and market growth [2]

Group 1 - The humanoid robot sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases [2] - Jintian Co., Ltd. has achieved a five-day consecutive limit-up, indicating strong investor interest and confidence [2] - Other companies such as Top Group, Hongrun Construction, Chongda Technology, and Far East Holdings have also reached their daily price limits, showcasing a broad market enthusiasm for humanoid robotics [2] Group 2 - Hechuan Technology has surged over 15%, reflecting positive market sentiment towards the sector [2] - Companies like Yian Technology, Runhe Software, and Fengli Intelligent have all increased by over 10%, further indicating a robust performance across the industry [2] - Additional firms including Longsheng Technology, Tuosida, Dingzhi Technology, Henggong Precision, and Longxi Co., Ltd. are also experiencing upward trends in their stock prices [2]

Core Viewpoint - Sanhua Intelligent Control (02050) has seen its stock price rise over 8%, reaching a new high of 30.82 HKD, driven by positive outlooks from major financial institutions regarding its growth potential in humanoid robot actuators and its established leadership in HVAC and electric vehicle thermal management components [1] Group 1: Company Performance - As of the latest report, Sanhua's stock is up 8.03%, trading at 30.68 HKD with a transaction volume of 233 million HKD [1] - Goldman Sachs projects a compound annual growth rate (CAGR) of 19% for Sanhua's revenue and net profit from 2025 to 2030 [1] Group 2: Market Position and Growth Potential - Goldman Sachs highlights Sanhua's strong position as a leading supplier in HVAC control and thermal management components, with significant growth potential in the humanoid robot actuator sector [1] - By 2030, it is anticipated that the humanoid robot actuator business will contribute 25% to total revenue and 18% to net profit [1] Group 3: Competitive Advantages - CICC notes that the robotic joint assembly business presents a new growth curve for the company, leveraging advantages in motor control technology, mass production capabilities, and upstream and downstream industry chain collaboration [1] - The company has established overseas production bases in Poland, Thailand, Vietnam, and Mexico, with 13 factories abroad, achieving over 45% of overseas revenue from 2017 to 2024 [1] - CICC believes that Sanhua has built a competitive moat through lean production management, customized development for global clients, and a robust long-term R&D reserve, enabling steady growth in traditional businesses and rapid expansion in new ventures [1]