半年报还显示，上半年公司业绩向好，主要是受最终客户需求和计划影响，公司指挥控制信息处理设备 及系统、软件雷达信息处理设备及系统订单交付均同比上升。一直以来，科思科技持续保持高研发投 入。数据显示，今年上半年，公司研发费用合计1.31亿元，占营业收入的比例高达84.88%，研发人员总 数达到369人，占公司总人数的比例达54.99%。 据了解，科思科技在智能无人系统领域持续加大核心技术研发投入，围绕大语言模型、智能计算平台、 无线自组网与集群协同控制等方向系统布局，形成覆盖"感知-决策-控制-评估"全链条的技术体系，构建 行业领先水平的技术护城河。在人工智能方向，自研轻量化大语言模型深度优化任务理解与人机交互， 已在多类无人装备中实现工程化应用。在集群智能方面，智能指挥系统突破跨域协同关键技术，实现空 中、地面、边缘节点与指挥终端的高效联动，支持多任务、多平台、多层级的信息融合与行动协同，打 通全链路数据闭环。 中证报中证网讯(王珞)9月4日，科思科技(688788)发布公告称，公司使用资金4922.66万元以集中竞价交 易方式回购公司股份100万股，占公司总股本的比例为0.64%，此次回购股份将用于注销并减少 ...

Core Insights - The article discusses the launch of the Walker S2 industrial humanoid robot by UBTECH, emphasizing its advanced capabilities and the company's strategic focus on efficiency over flashy technology [2][4][9] Funding and Financials - UBTECH raised 24.1 billion HKD (approximately 3.15 billion USD) in its latest funding round, setting a record for humanoid robotics financing [2] - Over 10 billion HKD of this funding will be allocated to payments to suppliers and service providers, supporting the scale delivery and rapid expansion of humanoid robot production [2] Technological Advancements - The Walker S2 features the Co-Agent intelligent system and a dual-battery design that allows for continuous operation, addressing the efficiency concerns of industrial clients [4][5] - The robot's operational efficiency is enhanced by a "battery swap" technology, enabling it to work 24/7 with minimal downtime [4][5] Market Strategy - UBTECH aims to deliver 500 units of the Walker S2 by 2025, indicating a shift from a technology company to an industrial product company [6][8] - The company is focusing on high-repetition tasks like handling and sorting, where humanoid robots can achieve 40% efficiency compared to human workers [7][8] Future Plans - UBTECH plans to expand into precision assembly tasks, particularly in the electric vehicle sector, where human labor is currently predominant [8] - The company is working towards improving the efficiency of its robots in assembly tasks, with a goal to enter practical training scenarios by next year [8]