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美格智能:公司产品可为机器人提供高速通信及端侧计算能力
Xin Lang Cai Jing· 2025-08-27 13:00
美格智能在互动平台表示,公司的无线通信模组、智能模组、高算力AI模等产品,可以为机器人、机 器狗等产品,提供高速通信及端侧计算能力。在2025年CES展上,公司合作伙伴推出的人形机器人原型 机方案,内置了公司研发设计的48Tops高算力AI模组。公司将继续推动高速通信及端侧AI技术在机器 人领域的应用。 ...
【私募调研记录】协众投资调研中熔电气
Zheng Quan Zhi Xing· 2025-06-17 00:14
Group 1 - The core viewpoint of the news is that Zhiyong Electric is expanding its overseas production capacity while maintaining stable cash flow and planning strategic acquisitions to enhance its core competitiveness [1] - Zhiyong Electric's production capacity in Thailand is expected to account for 10% of its total capacity, primarily serving the European and American markets, although overseas production costs remain higher than domestic [1] - The second phase of the Xi'an base project has commenced construction, with preliminary completion expected by the end of 2027 [1] - The company is exploring applications of Efuse products in the robotics sector, which is still in its early market stage [1] - The company plans to strengthen its product portfolio through acquisitions before 2030, focusing on strategic fit, team integration, and industry prospects [1] - To mitigate pricing pressure, the company is introducing differentiated products through technological innovation [1] - The trend of using fuses in high-voltage scenarios is expected to increase market penetration [1] Group 2 - Shenzhen Xiezhong Investment Management Co., Ltd. is a private equity firm established in February 2012, primarily focused on targeted issuance business in the domestic financial market [2] - The company adheres to the investment philosophy of "creating value" and the business philosophy of "gratitude to clients," aiming to achieve excellent investment performance [2] - The management team possesses extensive investment management experience and strong resource integration capabilities [2] - The company is committed to building a professional private equity brand in targeted issuance by combining macroeconomic conditions with local market realities [2]