（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：贵公司与杭州慧感科技有限公司人形机器人项目合作 具体内容是什么？投资额度及占股比例分别是多少？ 星源材质（300568.SZ）11月21日在投资者互动平台表示，尊敬的投资者您好！杭州慧感公司由杨华勇 院士、杨赓教授团队创立，该团队深耕柔性传感技术，近五年迭代开发了多款机器人柔性电子皮肤，为 人机交互的安全性、柔顺性以及机器人具身智能迭代开发提供了感知基础及数据支撑。后续将在工业机 器人、特种机器人、服务机器人等具有手臂结构的人形机器人领域落地应用和探索。2025年5月，公司 与杭州慧感智能科技有限公司签署增资协议，持股比例达5%。 ...

格隆汇11月21日丨星源材质(300568.SZ)在投资者互动平台表示，公司的锂离子电池隔膜产品广泛应用 于新能源汽车、储能电站、电动自行车、电动工具、航天航空、3C数码及医疗环境等领域。杭州慧感 作为公司参股企业，深耕柔性传感技术，近五年迭代开发了多款机器人柔性电子皮肤，为人机交互的安 全性、柔顺性以及机器人具身智能迭代开发提供了感知基础及数据支撑。后续将在工业机器人、特种机 器人、服务机器人等具有手臂结构的人形机器人领域落地应用和探索。公司与杭州慧感智能科技有限公 司的合作目前顺利推进中。 ...

Core Insights - The 2025 World Internet Conference in Wuzhen focuses on building a collaborative and secure digital future, emphasizing the importance of cooperation in cyberspace [1] - The robotics sector is expected to deliver more surprises in the coming years, with significant advancements in embodied intelligence and AI technologies [1][2] Group 1: Robotics Industry Developments - The founder and CEO of Yushutech, Wang Xingxing, highlighted the rapid advancements in the robotics field over the past year, likening it to a dream come true [1] - There has been a remarkable improvement in multimodal models, particularly in video generation, achieving near-movie quality outputs [1] - Yushutech is actively exploring collaborations with domestic and international companies to advance embodied models and multimodal models in robotics [2] Group 2: Future of AI and Robotics - Wang Xingxing believes that the general models in embodied intelligence and robotics could represent a form of Artificial General Intelligence (AGI), which is likely to achieve the desired effects of AGI [2]

Core Points - The 7th Modern Manufacturing Integration Technology Academic Conference will be held from November 7 to November 9, 2025, in Zhengzhou, focusing on AI-driven digital transformation in manufacturing [1] - The conference invites experts, technical personnel, and students from universities, research institutions, and enterprises to participate [2] - Early bird registration is now open, encouraging prompt sign-ups for discounts [3] Registration and Fees - The conference registration fee structure includes: - Student participation: 1,500 RMB (1,200 RMB before October 20) - General participation: 2,800 RMB (2,500 RMB before October 20) - Corporate representatives: 3,800 RMB (3,500 RMB before October 20) [7] - Payment must be made via bank transfer, and a receipt must be sent to the editorial office after payment [6][7] Keynote Speakers - Professor Wang Yaonan from Hunan University, an expert in robot vision perception and control technology, will be a keynote speaker [5][6] - He has received multiple national awards and has published over 200 SCI papers, showcasing his significant contributions to the field [6] Important Dates and Logistics - Registration deadline is November 2 [9] - Participants are responsible for their own accommodation and travel expenses [9] - Recommended hotels include Zhongzhou Huayue Hotel and Zhengzhou Fengleyuan Hotel, with contact details provided for reservations [9] Research Projects - Various significant research projects are highlighted, including: - Collaborative control theories for major equipment manufacturing [8] - Key technologies for intelligent manufacturing and autonomous industrial internet [8] - These projects reflect ongoing advancements in robotics and intelligent manufacturing technologies [8]

Core Viewpoint - The National Mine Safety Administration has released the "Key Research and Development Directory for Mining Intelligent Robots," aiming to reduce labor intensity, minimize safety risks, and enhance safety capabilities in mining operations [1][4]. Group 1: Overview of the Directory - The directory focuses on replacing hazardous and labor-intensive jobs in mining with intelligent robots, proposing 56 types of robots across seven categories: tunneling, mining, transportation, mineral processing, auxiliary operations, safety control, and rescue [1][4]. Group 2: Categories of Intelligent Robots - **Tunneling Robots**: Designed for underground coal and metal mines, these robots must have capabilities such as autonomous navigation, coal and rock identification, and efficient dust removal [7][8]. - **Mining Robots**: These robots are required to perform tasks like coal mining with features such as environment perception and adaptive cutting [16][17]. - **Transportation Robots**: Focused on autonomous driving in complex underground conditions, these robots must ensure safety and efficiency in transporting materials [25][26]. - **Mineral Processing Robots**: Aimed at coal preparation plants, these robots will automate tasks like reagent preparation and grinding media addition [32][33]. - **Auxiliary Operation Robots**: These robots will assist in various tasks, including support installation and maintenance, to reduce labor intensity and enhance safety [37][38]. - **Safety Control Robots**: Designed for monitoring and inspection, these robots will ensure safety in mining operations by detecting hazards and monitoring environmental conditions [54][55]. - **Rescue Robots**: These robots will be deployed in disaster scenarios to perform tasks such as environment detection and emergency rescue operations [66][67].

Core Viewpoint - The article highlights the significant advancements in the robotics industry, particularly focusing on the launch of new standards and products by Tiantai Robotics, which aims to revolutionize the performance and accessibility of robotic components and systems [2][4][7]. Group 1: Event Overview - The Guangdong Province AI and Robotics Industry Innovation Product and Service Release Conference was held in Foshan, attended by nearly 300 government officials, industry experts, and media representatives [2]. - Tiantai Robotics was a key participant, with its co-founder delivering a keynote speech on the implementation of national standards for robotic components [4]. Group 2: Product Innovations - Tiantai Robotics introduced a new generation of integrated drive and control joint modules, breaking the traditional notion that lightweight design compromises performance [7]. - The new joint modules are extremely lightweight at only 310g and can lift objects weighing up to 30kg, achieving a weight-to-lift ratio of nearly 100 times [9]. - The modules feature a rated torque range of 5-320 N.m, suitable for various applications from precision surgery to automotive welding [12]. - The pricing of the joint modules has entered the three-digit range, with a cost reduction of over 50%, significantly lowering the entry barrier for humanoid and collaborative robots [14]. Group 3: Market Impact and Future Plans - Tiantai Robotics announced a groundbreaking order for 10,000 humanoid robots aimed at home use, focusing on health monitoring, emotional companionship, and home security [17]. - The new robot integrates multiple innovative features, including health monitoring and interactive entertainment, with a target price of under 50,000 yuan, making advanced robotics accessible to ordinary households [19]. - The company is committed to driving the widespread adoption of robotics across various sectors, including family services, logistics, entertainment, and security, with multiple products already receiving significant pre-orders [21][23].

Core Viewpoint - The exploration of lava tubes on nearby planetary bodies is crucial for scientific research and space exploration, providing natural shielding against radiation and micrometeorites, making them suitable for preserving extraterrestrial biological signatures and protecting human-made facilities [1] Group 1: Exploration Concept - A lava tube exploration mission concept is defined, consisting of four mission phases executed by a heterogeneous team of three robots equipped with necessary hardware and software [1] - The mission concept has been validated in relevant scenarios, such as a lava tube on Lanzarote Island, Spain, where the robot team successfully constructed 3D models of the surrounding area and the entrance [1] Group 2: Robot Team Composition - The heterogeneous robot team comprises three robots: SherpaTT, Coyote III, and LUVMI-X [3] - SherpaTT conducts surface exploration and supports tethered operations, while Coyote III provides underground exploration capabilities and can descend into lava tubes [3] - LUVMI-X is designed to study lunar volatiles and can collaborate with SherpaTT for autonomous navigation and mapping [3][14] Group 3: Robot Specifications - SherpaTT is a hybrid wheeled-legged rover weighing approximately 210 kg, equipped with autonomous navigation and mapping capabilities, and has a maximum payload of 25 kg [10] - Coyote III is a lightweight (~20 kg) rover designed for rapid descent and exploration of narrow lava tubes, equipped with ground-penetrating radar (GPR) for underground exploration [11] - LUVMI-X is a cost-effective rover designed for resource potential studies, capable of carrying configurable payloads for various scientific tasks [14] Group 4: Advantages of the Mission Concept - The mission concept offers two main advantages: detailed representations of the surface and steep areas before tethered descent, ensuring only feasible traversable areas are attempted, thus reducing the complexity of autonomous navigation during controlled descent [14] - The exploration rover can detach from its tether, communication, and power systems, allowing for more flexible navigation within the cave [14]

Core Viewpoint - The surge in A-share semiconductor and computing power stocks, led by companies like Cambricon, Haiguang Information, and Zhongke Shuguang, was triggered by a comment from DeepSeek on August 22, resulting in significant price increases and trading halts for these stocks [1][2]. Company Performance - Cambricon's stock price broke through the 1100 yuan and 1200 yuan marks, closing at 1243.20 yuan with a total market capitalization of 520 billion yuan [2]. - Year-to-date, Cambricon's stock has increased by nearly 90%, with significant gains attributed to major shareholder Zhang Jianping, who has seen substantial profits from his holdings [4]. - In Q1, Cambricon reported a revenue of 1.11 billion yuan, a year-on-year increase of over 420%, and a net profit of 355 million yuan [4]. Shareholder Activity - Zhang Jianping increased his holdings in Cambricon by 14% in Q1, bringing his total to over 6 million shares, with a reference market value of approximately 3.79 billion yuan [4]. - In addition to Cambricon, Zhang Jianping also invested heavily in four other "AI+" stocks, totaling nearly 6 billion yuan across five stocks [5]. - Zhang Jianping's recent activities include a significant reduction in his holdings in Hangang Co., where he decreased his stake by over 82% in Q2 [11]. Market Trends - The AI and computing power sectors are experiencing rapid growth, with companies like Hainan Huatie and Zhongjian Technology also seeing substantial stock price increases [7][15]. - Hainan Huatie signed a major computing power service agreement worth 3.69 billion yuan, contributing to its stock price surge of nearly 85% in Q1 [7]. - The Chinese computing power market is expected to grow significantly, with projections indicating a growth rate exceeding 40% by 2025 [18].

Core Viewpoint - The company aims to enhance its product offerings and establish a robust ecosystem by releasing affordable robots, with a focus on increasing sales volume and user engagement [1][3]. Group 1: Product Strategy - The release of a low-priced robot at 39,900 yuan is intended to boost sales volume and create a user and developer ecosystem [1][3]. - The company believes that current robot hardware is sufficient, although improvements can still be made [1][6]. - The company has observed a significant increase in customer purchases of humanoid robots, indicating a growing market demand [4][9]. Group 2: Technological Challenges - The company identifies significant shortcomings in embodied AI, stating it has not yet reached a "GPT moment" of breakthrough [1][6]. - There are challenges in aligning AI data with real-world operational conditions, which complicates the development of effective embodied AI models [6][7]. - The company aims to improve the generalization and autonomous decision-making capabilities of robots, which are currently lacking [5][8]. Group 3: Market Position and Future Outlook - The company has a strong presence in the overseas market, with approximately 50% of its annual revenue coming from international sales [9]. - The company is preparing for an IPO, viewing it as a significant milestone in its growth and a way to provide accountability to shareholders [1][11]. - The company anticipates that technological advancements in robotics will occur within the next 2 to 5 years, with a broader wave of change expected within a decade [4][5].

Group 1 - The 18th China Intelligent Robot Conference will be held from November 14-16, 2025, in Nanjing, focusing on the theme "Digital Intelligence Assists Machines, Co-creating a Strong Nation" [1] - The conference aims to discuss and promote the development of theories, technologies, and applications related to intelligent robots and intelligent manufacturing [1] - The organizing committee invites submissions from researchers, practitioners, and students in the fields of intelligent robots, intelligent manufacturing, and artificial intelligence [1] Group 2 - The call for papers includes a wide range of topics such as embodied intelligence in robots, soft/special robots, bionic robots, marine robots, drones, humanoid robots, industrial/collaborative robots, rehabilitation/medical robots, and robot perception and human-robot interaction [2] - Important dates for submissions are as follows: submission deadline is August 15, 2025, and notification of acceptance is on September 10, 2025 [2] - Manuscript requirements specify that papers must be unpublished, with a maximum length of 6,000 words for Chinese papers and 10,000 words for English papers [2] Group 3 - Contact information for inquiries includes two representatives: Zhu Bo and Li Bing, with provided email addresses and phone numbers [5] - The official conference website and submission portal are available for further details [5][6] Group 4 - The report on 75 listed robot companies highlights key insights from their 2024 annual reports, indicating a competitive landscape with both opportunities and challenges [7] - The report notes that 55 listed robot companies showed mixed results in their 2023 annual reports, suggesting an intensifying market reshuffle [7] - Innovations in bionic robot technology and humanoid robot mass production are significant trends, with price wars and industrial restructuring being key themes [7][8]