仁新焊机机器人（成都）股份有限公司（以下简称"仁新机器人"）近日宣布完成数千万元人民币首轮融资，由国内顶尖投资机构深创投独家投资。本 轮融资将全力投入工业具身智能技术研发与工程化落地，加速破解高端制造场景中焊接、切割等环节的"无人化"瓶颈，助力中国工业关键领域实现自 主可控。 仁新机器人隶属仁新企业集团，作为一家专注工业具身智能的企业。核心团队由清华系、海外高校及行业专家组成，团队自2005年起深耕机器人和 人工智能相关研究，并积累了丰富的产业化经验。通过多年打磨，公司产品系统的构建了"手—眼—足—脑"协同体系，融合3D视觉、AI算法、 SLAM自主导航和RX焊接(切割)工艺库，能够实现焊割作业的全流程闭环控制。系统可适应不同材质和结构类型，支持复杂工况下的自动识别与路 径规划，满足多场景、多任务的需求。 目前公司产品已在石化装备、轨道交通、核能核电、重型机械、钢结构及桥梁隧道等多个行业开展应用，获得国内多个国央企客户的认可，并在北 美、欧洲等地布局且实现产品交付。 本次融资后，仁新机器人将围绕三大方向全面提升公司实力：一是技术研发，继续完善"手—眼—足—脑"协同体系，推动3D视觉和AI算法在核电、 钢结构等 ...

| 2025年8月18日—8月24日 | #电商新零售 8月22日晚间，东方甄选公布了2025财年（2024年6月1日至2025年5月31日）综合业绩。2025财年，东方 甄选持续经营业务（自营产品及直播电商业务）的总营收为44亿元，持续经营业务净溢利由2025财年上 半年的净亏损9650万元实现扭亏为盈，净溢利为620万元。从东方甄选GMV（商品交易总额）上也能看 到董宇辉出走带来的实质影响：东方甄选2025财年的总GMV为87亿元，上个财年的GMV则为143亿 元。 点评：在直播电商行业，头部主播往往是流量与销售的关键驱动力，董宇辉的离开无疑使东方甄选流失 了大量粉丝与关注度，进而冲击GMV数据。 NO.2阿里更新官网：划分四大业务板块 近日，阿里巴巴集团官网显示，其原有的六大业务集团被划分为四大业务类别，分别为阿里巴巴中国电 商集团、阿里国际数字商业集团、云智能集团以及所有其他业务。饿了么、飞猪归入阿里中国电商集 团，高德地图、菜鸟、优酷、大麦娱乐等归入"所有其他"。据内部人士表示，阿里官网业务板块划分更 新并不代表组织架构调整。 点评：这一变动体现了阿里正对业务进行重新梳理。当前，电商行业竞争格局复杂 ...

本报记者 邬霁霞 见习记者 王楠 赴港上市也是此次业绩说明会上投资者关注的焦点之一。近期，卧龙电驱发布公告称，公司已于2025年 8月13日向香港联交所递交H股发行并在主板上市的申请，并于同日在香港联交所网站刊登了本次发行 并上市的申请材料。 卧龙电驱独立董事邓春华向《证券日报》记者表示："卧龙电驱目前海外业务占比超过40%，中国香港 这个国际化的平台能够帮助公司深化全球化战略布局，提高国际形象以及综合竞争力。" 此外，在机器人领域，卧龙电驱依托电驱动系统研发与制造优势，提供关节模组、灵巧手及外骨骼等高 精度、高响应、高能效产品，并与智元机器人、中科新松、联想科技等头部企业合作。 卧龙电驱董事长庞欣元表示："在工业领域具身智能应用方面，我们凭借领先的工业自动化能力，开发 具有自主知识产权的工业具身智能垂域模型，与生态圈伙伴合作，在全球范围内继续推动工业具身智能 机器人的商业化，提高制造行业的数智化和柔性。" 8月22日，卧龙电气驱动集团股份有限公司（以下简称"卧龙电驱"）举办2025年半年度业绩说明会，公 司高管围绕产品结构优化、全球化战略、赴港上市及机器人业务等投资者关注的话题进行回应。 从业绩表现来看，卧 ...

Group 1 - Meituan's international delivery brand "Keeta" officially launched in Doha, Qatar, on August 19, marking its second entry into the Middle East after Saudi Arabia, with plans to expand into Brazil in the coming months [1] - Meituan's expansion into Qatar represents a significant step in the global strategy of Chinese instant retail companies, leveraging their expertise in algorithm scheduling and supply chain management, while also facing localization challenges [1] Group 2 - ZTO Express reported a package volume of 9.85 billion for Q2 2025, a year-on-year increase of 16.5%, with a market share increase of 0.6% quarter-on-quarter, and a more than 50% year-on-year growth in its parcel business [2] - The company's revenue for Q2 was 11.83 billion, reflecting a 10.3% year-on-year growth, with an adjusted net profit of 2.1 billion and a net cash flow from operating activities of 2.2 billion [2] - ZTO's performance continues to follow the "volume-driven profit" growth model, with future growth dependent on technological investments to reduce costs and enhance efficiency, as well as building differentiated advantages in new logistics sectors [2] Group 3 - Weimob Group reported total revenue of 775 million for the first half of 2025, with an adjusted total revenue increase of 7.8% year-on-year, and adjusted EBITDA and net profit of 72 million and 17 million, respectively [3] - The company disclosed AI-related revenue of approximately 34 million for the reporting period, marking its first announcement of such income [3] - The enterprise service sector is undergoing an "AI reconstruction," and the ability to deeply integrate AI technology with core business operations will be crucial for competitive advantage [3] Group 4 - Hunan Shibite Robot Co., Ltd. announced the completion of a billion-level B+ round financing, exclusively invested by Bit Songling Fund under Yicun Capital, following a 300 million B round financing in 2022 [4] - The new funding will be used for further research and development of industrial embodied intelligence products and market expansion in the shipbuilding and lithium battery industries [4] - The financing highlights continued investor confidence in the industrial embodied intelligence sector, although the high technical barriers and strong customization demands in the industrial robotics industry present significant challenges for scaling up [4]

Core Viewpoint - SpeedBot Robotics has successfully completed a billion-level B+ round financing, which will be used for further R&D of industrial embodied intelligence products and market expansion in the shipbuilding and lithium battery industries [1]. Group 1: Company Overview - SpeedBot Robotics was established in 2018, headquartered in Changsha, Hunan, with R&D centers in Shanghai and overseas branches in Germany, Singapore, the USA, and Canada [1]. - The company focuses on industrial embodied intelligence technology and systems, providing solutions for smart manufacturing, including embodied intelligent robots, intelligent measurement and detection equipment, and smart production lines [3]. Group 2: Technology and Products - The company has developed the Kunwu Industrial Intelligent Software Platform, which integrates cutting-edge technologies such as digital twins, low-code development, and industrial large models for one-stop production line design and development [5]. - SpeedBot has created the Xiangyun Industrial Quality Inspection AIOps platform, covering the entire process from AI model development to monitoring and operation, aimed at improving R&D efficiency and reducing delivery costs [5]. Group 3: Market Applications - SpeedBot has implemented large-scale solutions in heavy industry and automotive manufacturing, providing smart production line solutions for processes such as cutting, sorting, polishing, welding, and assembly [6]. - The company has developed several products for the automotive sector, including the MVM large-size high-precision multi-view measurement system and the SmartFit intelligent assembly system, achieving performance that meets or exceeds international standards [6]. Group 4: Recognition and Achievements - SpeedBot Robotics has demonstrated strong R&D and industrialization capabilities in the industrial intelligence field, receiving recognition as a national-level specialized and innovative "little giant" enterprise and leading several national and industry standards [8].

Group 1: Market Overview - The current market is experiencing a "slow bull" phase driven by liquidity, with significant participation from various funding sources, particularly margin financing and private equity funds [3][42]. - In the week of August 11-15, the overall A-share market rose by 2.95%, with the ChiNext Index, STAR 50, and Shenzhen Component Index leading the gains, while micro-cap stocks and the CSI Red Chip Index saw declines [44][45]. - The market sentiment has improved, with an increase in industry rotation intensity, indicating a favorable environment for small-cap stocks [51][47]. Group 2: Liquidity and Fund Flows - In July, there was a notable "migration" of resident deposits towards non-bank financial institutions, reflecting increased activity in the equity market [13][42]. - Margin financing has seen a continuous net inflow since the end of June, with the total margin balance surpassing 2 trillion yuan, contributing significantly to the market's upward movement [23][42]. - Private equity funds have also expanded in scale, with a notable performance where 98.18% of the top 55 private equity firms achieved positive returns, outperforming the broader market [25][42]. Group 3: Industry Highlights - The industrial sector is witnessing significant developments, such as the successful acquisition of a multi-million yuan order by Zhiyuan Robotics, marking a breakthrough in the commercialization of embodied intelligence in industrial applications [71]. - China successfully launched the low-orbit satellite internet group, indicating a shift towards a more integrated 6G network infrastructure, which presents investment opportunities in commercial aerospace and satellite internet [72]. - The daily token consumption in China has surged to over 30 trillion, reflecting the growing demand for AI applications and the underlying infrastructure supporting this growth [73]. Group 4: Investment Strategy - The report suggests focusing on the expansion of growth sectors, including defense and military (aerospace equipment, military electronics), pharmaceuticals (medical devices), AI (semiconductors, IT services), and automotive (auto parts, passenger vehicles) [76]. - There is an emphasis on identifying opportunities in dividend stocks following market corrections, as well as potential investments in precious metals influenced by U.S. economic data and Federal Reserve interest rate expectations [76].

Group 1 - Xiaomi has received over 300,000 orders for its cars, with an additional 240,000 orders for the YU7 model, leading to delivery challenges as the earliest delivery time is approximately 45 weeks [3] - The Xiaomi factory utilizes Stand's robots to enhance production capacity, achieving a new car every 76 seconds, equating to 40 cars per hour [4] - Stand, the industrial-grade smart mobile robot company, has gained significant attention due to Xiaomi's order surge, although its CEO has faced numerous challenges in the past [5][6] Group 2 - Stand's robots have been deployed in major manufacturers like Huawei and Foxconn, contributing over 20 million hours of service to the manufacturing industry [5] - The company has submitted its IPO application to the Hong Kong Stock Exchange, aiming to become the first public company in the industrial embodiment intelligence sector [5] - Stand's technology, particularly its SLAM positioning, allows for high precision in robot movement, crucial for establishing production standards in complex industrial environments [11] Group 3 - The demand for smart warehousing robots has surged due to high operational costs in China's logistics compared to developed countries, prompting a shift towards automation [10] - Stand's robots have successfully replaced human labor in factories, improving production efficiency by nearly 10% [22] - The company has expanded its focus to the semiconductor and electric vehicle industries, leveraging its technology to meet the high precision and cleanliness requirements of these sectors [23][24] Group 4 - Stand faced significant challenges during the COVID-19 pandemic, with supply chain disruptions leading to production halts and cash flow issues [24][25] - The company received crucial financial support during its darkest moments, allowing it to pivot towards domestic alternatives for key components [25] - Stand has established itself as a leader in the industrial robot market, capable of managing over 2,000 robots in a single simulated environment [27]

此次合作，双方通过"具身机器人+ AMR"（一种无需固定轨道、可自主规划路径并避障的智能机器人， 常用于仓储物流、制造业和服务业）构建深度协同系统。在这个系统中，具身机器人A2-W负责多层料 架周转箱取放，AMR负责车间内重载整托物料运输。依托生产系统的智能派单与动态叫料机制，AMR 将物料从拣选室配送至线边上料点，具身机器人A2-W可自动识别箱体、自主调整姿态，完成拆垛上料 及空箱回收，实现从物料出库、产线上料、空箱回收流转的全流程作业。 富临精工工程部主任邓扬表示，远征A2-W在产线上的表现超出预期，面对码放不规范的料箱能自主调 整抓取姿态，遇到人员穿行会实时避障，单班近万次操作零故障，抗干扰和纠错能力远胜传统自动化设 备。"随着机器人的不断引进和应用，工业具身智能有望重塑制造业生产模式，推动行业智能化转型进 8月11日，南都N视频记者从智元创新（上海）科技有限公司（以下简称"智元机器人"）方面获悉，智 元机器人与富临精工股份有限公司（以下简称富临精工）近日达成数千万元标的项目合作，近百台远征 A2-W将落地富临精工工厂。这是国内首个工业领域具身机器人规模化商用案例，更是该品类在全球智 能制造场景的首次规 ...

Group 1 - The collaboration between Zhiyuan Robotics and Fulian Precision Engineering involves a multi-million yuan project, marking the first large-scale commercial contract for embodied robots in the industrial sector in China [1] - The A2-W robot, launched in August 2024, features 40 active degrees of freedom and humanoid dexterous hands, indicating a significant advancement in flexible manufacturing robotics [1] - The deployment of nearly 100 A2-W robots will transition from a "single factory pilot" to "multi-factory full-line coverage," enhancing operational efficiency across 15 loading points in two core workshops [1][2] Group 2 - The A2-W robot will automate the process of retrieving and placing turnover boxes from multi-layer racks, while Autonomous Mobile Robots (AMR) will handle heavy material transportation within the workshop [2] - The project is expected to reshape manufacturing production models and drive the intelligent transformation of the industry, as stated by the engineering director of Fulian Precision Engineering [2]

截至2025年8月11日 11:30，中证工业互联网主题指数(931495)强势上涨1.43%，成分股大族激光(002008) 上涨10.00%，烽火通信(600498)上涨5.72%，水晶光电(002273)上涨5.14%，亿纬锂能(300014)，亨通光 电(600487)等个股跟涨。工业互联ETF(159778)上涨1.49%，最新价报0.89元。 工业互联ETF(159778)，场外联接A：021082；联接C：021083；联接I：022883。 工业互联ETF紧密跟踪中证工业互联网主题指数，中证工业互联网主题指数选取50只涉及工业互联网硬 件制造、软件开发和应用服务等业务的上市公司证券作为指数样本，以反映工业互联网主题上市公司证 券的整体表现。 数据显示，截至2025年7月31日，中证工业互联网主题指数(931495)前十大权重股分别为工业富联 (601138)、宁德时代(300750)、北方华创(002371)、科大讯飞(002230)、汇川技术(300124)、海康威视 (002415)、豪威集团(603501)、比亚迪(002594)、国电南瑞(600406)、兆易创新(603986)，前十 ...