以下文章来源于科创板日报 ，作者李佳怡 黄心怡 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 " 一个机器人能顶3名工人，充电两小时就能巡检两小时。 " 在河南利源集团，配电室巡检机器人正测试上岗。" 放在首位的是工人安全。 "集团工作人员 宋冰鑫道出了河南制造业数字化转型中的一个关键方向， 即利用机器人替人"站岗"高危岗 位。 近日，《科创板日报》记者接连走访河南省利源集团（下称"利源集团"）、河南孟电集团水泥 有限公司（以下简称"孟电水泥"）、思念食品（河南）有限公司（下称"思念食品"），深入 观察了河南制造业数字化转型的具体实践。 探秘工厂:智能化如何从图纸到车间？ 走进利源集团5G调度中心，映入眼帘的是展示着工厂各环节生产实时数据及数字孪生系统的 超级大屏。 "这个大厅是生产指挥、调度管理的中心，"利源集团办公室宣传干事宋冰鑫指着屏幕向《科创 板日报》记者介绍，"像生产数据、设备运营状况监测、智能安全、智慧环保等功能都会在大 屏上呈现。" "通过5G专网，现场设备的运行数据能够毫秒级同步至虚拟模型，实现作业的一体化展示和交 互， 帮 助我们快速定位故障并告警。" ...

Core Viewpoint - The article highlights the ongoing efforts of Shanghai Shendi Group to enhance cross-border collaboration and innovation between Shanghai and Hong Kong, focusing on various sectors such as life sciences, environmental health, and smart cities [2][4][8]. Group 1: Innovation and Collaboration - The conference held simultaneously in Shanghai and Hong Kong showcased multiple innovative achievements in fields like life health and future industries [2]. - Notable figures from government, academia, and industry expressed support for Shanghai Shendi Group's role in fostering cross-border cooperation and innovation [4]. - The group has initiated several funds aimed at transforming research outcomes from Hong Kong and the Greater Bay Area into practical applications, including a biotechnology fund and a smart technology incubator [6]. Group 2: Investment and Development - Shanghai Shendi Group has launched various investment platforms, such as the Shanghai Biomedicine Fund and the Green Technology CVC Fund, to support innovative companies in the biomedicine and green technology sectors [6][10]. - The company aims to leverage its early-stage funds to accelerate the transformation of innovative results and contribute to the development of Hong Kong as a technology hub [8]. - The article mentions specific companies and their contributions to the biomedicine sector, showcasing the practical applications of investments made by Shanghai Shendi Group [10].

Group 1: Legislative Developments - Elon Musk publicly criticized Trump's tax reform and spending bill, calling it a "shameful monstrosity" and a "disgusting waste" [1] - The bill, referred to as "One Big Beautiful Bill," is currently under Senate review and is expected to increase the deficit by $3.8 trillion over the next decade [1][2] - The White House defended the bill, emphasizing its alignment with Trump's previous tax policies and the introduction of work requirements for Medicaid [1] Group 2: Musk's Position and Tesla's Stock - Musk expressed disappointment over the current deficit trends, stating that the bill would exacerbate the already large budget deficit and burden Americans with unsustainable debt [2] - Despite Musk's political statements, Tesla's stock price showed limited impact, closing up 0.46% at $344.27, with a significant increase of over $100 since late April [2] - Tesla acknowledged that Musk's relationship with the Trump administration had caused some brand damage [2] Group 3: Future Plans and Market Expectations - Investors are eagerly anticipating Tesla's upcoming "robotaxi" service, which is seen as a significant step towards commercializing autonomous driving [3] - Morgan Stanley analyst Adam Jonas highlighted the need for national standards for autonomous driving regulations and projected a target price of $410 for Tesla, with most value derived from AI and autonomous driving [3] - Tesla plans to launch a low-cost model, referred to as "Model Q," in late 2025 to stimulate sales growth, although Wall Street remains cautious about sales projections for 2025 [3] Group 4: Market Insights - Gary Black, a notable Tesla bull, suggested that Tesla should introduce a smaller, more practical pickup truck to complement the existing Cybertruck, estimating global small truck sales at around 6 million units annually [4] - Black sold all his Tesla shares for the first time since 2021, citing concerns over short-term stock price increases and predicting a potential correction, with a target price of $310 [5]

Group 1: Embodied Intelligence Investment Opportunities - The humanoid robot sector is currently experiencing significant differentiation, with previously high-performing stocks facing correction pressure [3] - Market funds are shifting towards undervalued embodied intelligence application stocks that possess safety margins, reflecting a reassessment of risk-reward ratios by investors [3] - Investment opportunities should extend beyond traditional humanoid concepts, as the integration of AI and robotics technology creates diverse application scenarios worth exploring [3] - Sensor technology, as a core component of robotic perception systems, directly impacts overall performance, while breakthroughs in dexterous hand technology support precise operational capabilities [3] - Robotic dogs have shown commercial potential in specific application scenarios, and the demand for exoskeleton robots in medical rehabilitation and industrial assistance is gradually being released [3] - These niche directions have relatively independent development logic and do not solely rely on large-scale production of humanoid robots, providing continuous data validation for investment decisions [3] - Fields with higher technological maturity are more likely to achieve commercial breakthroughs, driving performance growth for related companies [3] Group 2: Dividend Asset Allocation Value - The current interest rate cut environment creates favorable conditions for high dividend yield assets, enhancing their relative attractiveness [4] - Dividend assets typically exhibit stable cash flow characteristics, providing investors with a continuous source of income [4] - The development dynamics of overseas listings are noteworthy, with an increasing number of companies proposing H-share issuance plans and a growing trend of startups listing in Hong Kong [4] - The scale of the H-share high-end manufacturing sector is expected to continue expanding, potentially attracting more global capital allocation [4] - Cross-border capital flows offer broader financing channels for related companies and create opportunities for investors to participate in the restructuring of the global value chain [4] - The Hong Kong stock market is experiencing a revaluation opportunity driven by policy support and capital inflows, while A-share core assets also face valuation recovery chances [4] - The fundamental resilience of these companies during economic cycle adjustments lays the foundation for their leading role in the new ROE stabilization and recovery cycle [4] - Current valuation levels imply a risk premium that has room for downward adjustment, presenting potential value discovery opportunities for investors [4]

Industry Insights - The 2025 Taipei International Computer Exhibition (COMPUTEX 2025) will take place from May 20 to 23, focusing on "AI and Accelerated Computing Technology Breakthroughs" with a keynote speech by NVIDIA's CEO Jensen Huang on May 19 [1] - The exhibition will center around the theme "AI Next," showcasing the latest research and cutting-edge applications in artificial intelligence, particularly in smart computing, robotics, and next-generation technologies [1] - The integration of AI and robotics is becoming a global focus, with a shift from companion robots in 2024 to more commercial and household multifunctional robots in 2025, indicating accelerated product deployment [1] Market Trends - The VR/MR market is expected to see significant growth, with projected shipments reaching 40.1 million units by 2030 and a compound annual growth rate (CAGR) of approximately 33% [2] - The AR market is anticipated to grow rapidly, with the Micro-LED AR smart glasses chip market projected to reach $383 million by 2026, and a CAGR of 704% from 2023 to 2026 [2] - NVIDIA's Jensen Huang forecasts that the Chinese AI market will grow to $50 billion in the next 2-3 years, highlighting potential revenue losses for U.S. companies if they miss out due to policy restrictions [2] Company Developments - Huajin Technology has showcased a range of products including AI PCs, AI servers, and intelligent terminals for various AI applications [3] - Yidao Information has launched a new AIPC that utilizes the same chip as Microsoft's Surface Pro, featuring an integrated AI acceleration engine (NPU) [3]