Core Insights - The introduction of robotic technology in the power supply sector has significantly improved operational efficiency, with a 50% reduction in task completion time for high-altitude maintenance work [1] Group 1: Technological Advancements - The use of exoskeletons, drones, and robotic arms has enabled workers to perform tasks that were previously labor-intensive, such as replacing vibration dampers on power towers [1] - The integration of a "smart operation and maintenance system" has been successfully implemented in the Hangzhou power grid, showcasing the potential for further applications in more complex high-altitude tasks [1] Group 2: Future Applications - The technology is expected to expand into more intricate operations, such as ground wire repairs and insulator replacements, enhancing the safety and stability of the power grid during critical periods like peak summer demand [1]

Core Insights - The integration of smart exoskeletons, robotic arms, and heavy-duty drones is revolutionizing power line maintenance operations, enhancing efficiency and safety [3][4] - The new technology allows for remote operation of high-risk tasks, significantly reducing the need for personnel to work at dangerous heights [4] Group 1: Technology Implementation - The smart exoskeleton weighs less than 5 kg and provides 30 kg of assistance, enabling a single worker to easily handle equipment that weighs up to 80 kg [3][4] - The combination of exoskeletons and robotic arms has halved the time required for maintenance tasks on power lines [4] Group 2: Operational Benefits - The new system eliminates the risks associated with manual tower work, such as heat exposure during summer months [4] - The technology is expected to expand into more complex high-altitude tasks, ensuring the stability and safety of the power grid during peak demand periods [4]

Core Viewpoint - The launch of the first generation of embodied robots by MoLi Technology marks a significant advancement in the industrial quality inspection sector, showcasing the potential of automation to enhance efficiency and reduce human labor in manufacturing processes [1][3]. Group 1: Product Features and Performance - The flying inspection robot can scan 130 monitoring areas of car seats in just 35 seconds, with a deployment time reduced to 20 minutes and a product defect rate as low as 0.1% [3]. - The technology integrates the Magic-AI and Magic-Robot platforms, enabling intelligent deployment without programming or teaching, while maintaining a pass rate strictly controlled within 3% [3][12]. Group 2: Leadership Insights - CEO Yu Qiong emphasized the importance of technology in liberating workers from repetitive tasks, framing each machine as a message to industrial workers [5][9]. - CTO Tian Youpeng highlighted the need for precise and detailed advancement in industrial-grade embodied robots, focusing on skill indicators across industry distribution, scene adaptation, and skill mapping [6]. Group 3: Client Testimonials and Impact - Wang Zhong, President of Adient China, described the implementation of MoLi's flying inspection robot as a paradigm shift in production methods and manufacturing philosophy [10]. - Quality Director Gan Kun from Chongqing Sanyou Group reported a significant reduction in customer quality complaints from 23 to zero after using MoLi's AI inspection technology, enhancing both safety and dignity for workers [10]. Group 4: Future Developments - MoLi Technology announced plans for several new embodied robot products currently in testing, aiming to create a comprehensive intelligent closed-loop system for "inspection-processing" in manufacturing [12][15].

探索市场脉动，洞悉行业趋势。申万宏源研究特别推出系列访谈—— "走近申万宏源研究 人" ，我们将聚焦所内的杰出分析师，深刻探索他们的从业经历、研究见解，向您展现分析师 的多面性，带您走进Ta背后的成长故事。 本期"走近申万宏源研究人"带您了解 机械行业首席分析师—王珂。 王珂，申万宏源研究 机械行业首席分析师、机器人产业链 链长。 厦门大学核科学与工程专业硕 士，在校期间荣获厦门市科技进步二等奖、国家发明专利2项。 具有10年机械行业研究经验，2015-2020年作为核心成员荣获 新财富最佳分析师、金牛奖最佳分析 师 等。 Q&A 对话王珂 01 【专业领域知识】 您如何看待机械行业的研究价值、产业定位？ 装备制造业是典型的中游行业，几乎所有的工业部门都有对应的生产装备，甚至生产机械的机械也 是一个独立行当，也就是我们说的"工业母机"， 因此机械行业是研究各类下游行业乃至景气周期的重要 参考系， 观察机械细分行业的需求变化往往能起到见微知著的中观效果。 同时，作为生产工具， 机械是衡量 生产力发展水平的客观尺度，是划分经济时代的客观依据 ，我 们国家工业经济的每个阶段都有对应的机械品类大发展，并涌现出一批时代 ...