在消费级智能硬件的创新浪潮中，机械外骨骼正从医疗康复、工业辅助的专业领域，加速融入大众生活场 景。近日， 消费级外骨骼品牌极壳科技（Hypershell） 宣布完成总计7000万美元的Pre-B轮及B轮融资， 投后估值已接近4亿美元 ，为这一新兴领域注入强劲动能。 此次融资呈现出明显的资本聚集效应：B轮融资由光合创投与五源资本联合领投，美团龙珠作为跟投方参 与；Pre-B轮则由Monolith牵头投资，五源资本继续追加投入，高鹄资本担任独家财务顾问。老股东的持 续加码凸显了资本对该赛道及企业潜力的认可。 图片来源： 企业 极壳科技 成立于2021年底，以"打破外骨骼应用边界"为使命，成为全球范围内率先实现机械外骨骼从医 疗、工业场景向消费领域跨越的初创企业。创始人孙宽出生于1991年，拥有十年机器人硬件管理、外骨骼 学术研究及出海硬件品牌打造的复合履历，其核心团队则汇聚了机器人研发、人机工程学及AI算法领域的 资深专家，多数成员具备头部硬件与机器人企业的从业背景。 今年9月发布的Hypershell X Ultra更是实现技术升级，搭载第二代AI运动意图识别算法，通过动力系统与 算法的协同优化，在同等电池容量 ...

导语：OpenAI宣布推出首款环境计算硬件原型"Calm Tech"，正式进军消费级硬件市场，向苹果、亚马 逊和谷歌等发起挑战。 据称，区别于传统依赖屏幕交互的智能设备，"Calm Tech"的核心设计哲学在于通过极简指令实现无感 化任务执行。设备将采用环境感知技术，通过语音、手势或环境信号触发服务，例如自动调节家庭设备 参数、整理日程信息或过滤冗余通知。OpenAI强调，该产品旨在"消除数字过载带来的焦虑感"，帮助 用户建立"更平静的信息处理模式"。 【环球网科技综合报道】11月27日消息，据The Tech Buzz报道，OpenAI宣布推出首款环境计算硬件原 型"Calm Tech"，这款由OpenAI与苹果前首席设计官乔纳森·艾维（Jony Ive）创立的LoveFrom设计工作 室联合开发的设备，标志着OpenAI正式进军消费级硬件市场，向苹果、亚马逊和谷歌等科技巨头发起 挑战。 乔纳森·艾维曾主导了iPhone、iMac等革命性产品。据知情人士透露，"Calm Tech"原型机采用模块化设 计，可无缝融入家居或办公环境，其交互界面将彻底摒弃传统屏幕，转而通过光影变化与空间音频反馈 状态信息。 （文 ...

「 走向人均"钢铁侠"的未来？ 」 文 ｜ 陈之琰 「暗涌Waves」独家获悉，消费级外骨骼品牌极壳科技（Hypershell）于数月内完成总计7000万美元的Pre- B及B轮两轮融资。其中， B轮融资由光合创投与五源资本共同领投，美团龙珠跟投；Pre-B轮由Monolith 领投，五源资本跟投。目前，极壳投后估值已逼近4亿美元。 极壳于2021底年成立，是全球首家将机械外骨骼产品从医疗和工业领域带向消费级的创业公司。创始人 孙宽是1991年生人，具有十年机器人硬件管理、外骨骼学术研究，以及出海硬件品牌创建的复合背景。 其团队由机器人、人机工程学和AI算法专家组成，拥有头部硬件和机器人公司的工作背景。 极壳发明了全球首个单电机驱动的外骨骼系统，并于2023年正式发布基于全球专利的Omega架构。 这一创新构型将外骨骼的成本与重量削减一半；更进一步，结合最新的机器人技术，极壳自研了核心 部件，最终将外骨骼产品定价降至千元消费级。2023年3月7日，极壳在Kickstarter上推出全球首款 消费级外骨骼产品Hypershell Go，最终筹集123万，吸引到2638名支持者，其中40%来自美国， 并成为当年K ...

每经AI快讯，有投资者在投资者互动平台提问：据报道，移动爱家桌面机器人于2025年10月11日至13 日首次亮相于中国移动全球合作伙伴大会。该机器人由瑞德智能提供关键控制器。请问是否属实？ 瑞德智能（301135.SZ）11月12日在投资者互动平台表示，公司很荣幸为2025中国移动全球合作伙伴大 会上备受关注的"移动爱家桌面机器人"提供了其核心控制中枢——高性能智能控制器。该控制器集成了 公司在前沿技术领域的多项自研成果，包括高精度运动控制、低延时通信及多设备协同调度算法，确保 了机器人复杂任务的流畅执行与智慧家居生态的无缝接入。此次合作体现了市场对公司技术实力的认 可，未来，公司将继续深化"AI+硬件"的融合创新，推动智能控制器在更广阔领域的应用。 （文章来源：每日经济新闻） ...

Core Insights - The article discusses the strategic opportunity for Chinese tech companies to "go global" amidst the accelerating globalization and deepening innovation collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area [2] Group 1: Hong Kong's Unique Advantages for Startups - Hong Kong is positioned as a "super connector" that can enhance capital support, regulatory alignment, and talent attraction for companies pursuing globalization [3] - The IPO market in Hong Kong has shown significant recovery, with the financing amount in the first half of 2025 exceeding the total for all of 2024, indicating that Hong Kong's status as a financing hub remains intact [3] - Hong Kong's legal framework is adaptable, making it suitable for startups, especially in sensitive industries, to establish a dual-track structure for "mainland + overseas" operations [4] Group 2: Talent Attraction and Innovation - Hong Kong is increasingly attracting international talent, with many high-level Chinese researchers from Western countries returning to work in local universities [4] - Several Hong Kong universities rank highly in the 2026 QS World University Rankings, with the University of Hong Kong at 11th, Chinese University at 32nd, and Hong Kong University of Science and Technology at 44th [4] - Universities are making significant strides in technology innovation, particularly in fields like AI healthcare and targeted drugs, facilitating the transformation of research outcomes into practical applications [4] Group 3: Challenges in Going Global - Startups face challenges in adapting to different market demands and finding suitable local resources and partners when expanding internationally [6] - Companies like Langsi Technology have encountered difficulties when directly engaging with Southeast Asia, the Middle East, and Europe, leading them to adjust their strategy to use Hong Kong as an intermediary platform for international expansion [7] Group 4: Future Trends and Opportunities - The article suggests that the Greater Bay Area may see the emergence of new collaborative models for tech innovation, drawing parallels with Switzerland's high-value industries [8] - There is an expectation of increased capital flow from mainland China to Hong Kong, particularly towards technology innovation projects in universities [8] - The integration of AI with hardware is highlighted as a growing trend, with the Greater Bay Area positioned to become a center for innovation in this space, particularly in wearable devices [9]

Core Insights - 隆利科技 is making significant progress in the innovative fields of automotive Mini-LED and LIPO (Liquid Polymer Packaging) technologies, with both volume and price increasing for Mini-LED products in Q3 [5] - The company anticipates that Mini-LED technology will become a standard feature in smart cockpits as automotive displays trend towards intelligence, larger screens, multi-screen setups, and high-definition [5] - The average price of Mini-LED automotive backlight display modules has shown an upward trend, and as the number and size of screens per vehicle increase, the average price and value per vehicle are expected to rise further, driving company performance [5] Mini-LED Technology - The Mini-LED automotive backlight display modules have experienced a simultaneous increase in both volume and price in Q3 [5] - The company expects that the average price and value per vehicle for Mini-LED modules will continue to rise as the number and size of screens in vehicles increase [5] - According to Omdia, the shipment of small and medium-sized OLEDs is projected to exceed 1 billion units by 2025, indicating a growing market for related technologies [5] LIPO Technology - The LIPO technology has achieved mass production, successfully reducing the smartphone bezel to 1.1mm, with improved performance and yield verified by the market [5] - The LIPO business is currently in a critical phase of ramping up capacity and yield, with a focus on improving efficiency and expanding orders [5] - The company is actively promoting the mass production of LIPO technology products as customer demand increases and application areas expand [5] AR/VR Developments - 隆利科技 has also made strides in the AR/VR sector, with its Mini-LED VR backlight products gaining recognition from clients such as Meta, Pico, and Vajor, achieving bulk deliveries [6] - The company is researching precision structural components for AI glasses, aligning with the trend of AI and hardware integration [6]

Core Insights - The hardware market in 2023 has seen a surge of new entrants, particularly from the AI and internet sectors, leading to a vibrant landscape with innovative products like AI recorders and various AI companion toys [3] - Despite the excitement, the industry faces challenges such as product homogeneity and a lack of consensus on the definition and direction of AI+hardware integration [3][4] - The importance of cross-industry collaboration and diverse thinking is emphasized as a means to drive generational change in the industry [6] Industry Trends - The crowdfunding platform Kickstarter reported record funding levels by August 2023, indicating a booming hardware market, particularly driven by Chinese teams [3] - The concept of AI+hardware has become a buzzword, yet there remains ambiguity regarding its practical applications and product development strategies [3][4] Events and Community Engagement - An upcoming event from October 24-28, hosted by Z.Pilot, aims to gather AI technology enthusiasts and hardware entrepreneurs to foster collaboration and idea exchange [6][7] - The Founders Help Founders (FHF) community will showcase stories from hardware entrepreneurs, inviting participation from AI and internet professionals to stimulate discussions [6][7]

Group 1 - Guolianan Fund recently conducted research on two listed companies: Lexin Technology and Lanke Technology [1] - Lexin Technology's AI development board "MiaoBan" supports connection with Huoshan Engine's Doubao large model, enabling natural semantic interaction and intent recognition [1] - Lexin Technology is invited to participate in the Huoshan Engine 2024 Winter FORCE Conference, where it will launch the AI+ Hardware Leap Plan with ToyCity [1] Group 2 - Lanke Technology's main products include memory interface chips, Jindai server platforms, and consumer electronics chips, primarily used in data centers and servers [1] - Guolianan Fund was established in 2003, with a total asset management scale of 126.801 billion yuan, ranking 52 out of 210 [1] - The best-performing public fund product in the past year is Guolianan Technology Power, with a latest unit net value of 2.35 and a growth of 114.01% in the past year [1]

Group 1: Company Research Highlights - Jiashi Fund recently conducted research on seven listed companies, focusing on their strategic directions and performance [1][2][3][4][5][6]. - Puxian Technology is focusing on satellite internet and has established a joint laboratory with Xidian ISN for low-orbit satellite communication products [1]. - Lexin Technology launched an AI development board "Miao Ban," which supports natural language interaction and intent recognition [2]. - Zhangyuan Tungsten's tungsten concentrate production increased by 3.24% year-on-year, with significant growth in tungsten powder sales by 43.68% [3]. - Lanjie Technology's main products include memory interface chips and server platforms, primarily used in data centers [4]. - Zoomlion is cautiously optimistic about market demand, with overseas revenue growing approximately 15% [5]. - Jingzhida reported a 22.68% year-on-year revenue increase, with semiconductor business accounting for over 70% of its revenue [6]. Group 2: Financial Performance and Market Outlook - Zhangyuan Tungsten's revenue from Ganzhou Aoketai reached 353.53 million yuan, a 15.36% year-on-year increase, with net profit turning positive [3]. - Zoomlion's mid-term dividend exceeded 60%, with cumulative dividends surpassing 30.6 billion yuan, reflecting a long-term stable return philosophy [5]. - Jingzhida's new orders are gradually increasing its market share, with a focus on high-end chip testing [6]. Group 3: Strategic Collaborations and Innovations - Puxian Technology is developing data governance services and has signed agreements with Helium Star and Yixin Technology to establish a joint R&D center [1]. - Lexin Technology is participating in the AI+ hardware initiative with Volcano Engine and ToyCity [2]. - Shenzhou Digital has over 6 billion yuan in confirmed orders and is collaborating with domestic GPU manufacturers to explore AI applications [6].

Group 1 - The core viewpoint of the article highlights that Dan Yi Investment has recently conducted research on a listed company, specifically focusing on Lexin Technology and its AI product offerings [1] - Lexin Technology has launched an AI intelligent development board called "Meow Companion," which supports connection with the Volcano Engine Doubao large model, enabling natural language interaction and intent recognition [1] - Lexin Technology has been invited to participate in the Volcano Engine 2024 Winter FORCE Power Conference, where it will collaborate with Volcano Engine and ToyCity to announce the AI+ Hardware Leap Plan [1] Group 2 - Dan Yi Investment Management Partnership, established in April 2015, is a well-known private equity investment management institution in China with a registered capital of 10 million [1] - The core executives of Dan Yi Investment have over ten years of experience in investment research, having previously worked as investment managers or chief researchers at prominent institutions such as Huabao Xingye Fund, Guotou Ruijin Fund, and Guotai Junan Securities, managing funds totaling several billion [1]