AI与机器人技术

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尾盘涨停,机器人概念股再度爆发
Zheng Quan Shi Bao· 2025-08-19 10:54
8月19日,A股三大指数冲高回落,截至收盘,沪指微跌0.02%,深证成指跌0.12%,创业板指跌0.17%。个股表现依旧活跃,全市场上涨股票数量接近3000 只,下跌个股2200多只。 值得关注的是,机器人概念股午后集体拉升,帝奥微、宜安科技、天润工业、拓普集团、领益智造等30多只相关概念股涨停或涨超10%。工业富联尾盘也 被大单拉升至涨停,总市值逼近1万亿元。 当天,英伟达与鸿海合作开发的人形机器人将在11月亮相的消息,是刺激机器人板块走强的主要原因之一。 机器人概念股集体拉升 继昨日出现涨停潮后,机器人概念股今日再度强势拉升。午后,帝奥微、天润工业、拓普集团直线涨停,领益智造、宜安科技、安培龙、儒竞科技、丰立 智能等纷纷跟涨。 工业富联午后也持续拉升,尾盘时封死涨停板,股价再创历史新高。该股全天成交额超过127亿元,总市值也攀升至9713亿元。 此前,市场已传出,鸿海位于美国休斯敦的新工厂将导入与英伟达合作的人形机器人,预计明年第一季度上线,生产GB300 AI服务器。鸿海正在训练机 器人拿取与放置物体、插入缆线的组装工作。在AI服务器制造流程中使用人形机器人,也象征AI与机器人技术的进步。 值得关注的是 ...
彩讯股份:暂未与智元机器人达成合作
Jin Rong Jie· 2025-08-15 01:32
金融界8月15日消息,有投资者在互动平台向彩讯股份提问:有消息称"彩讯与智元机器人成立合资公司 并获1500万元采购订单,该订单聚焦文娱旅体商场景的多模态交互系统研发。"请问消息属实吗?目前 彩讯股份跟智元机器人跟宇树科技有没有在接触合作的事宜? 公司回答表示:尊敬的投资者,您好! 公司持续关注并探索AI与机器人技术的创新应用,但目前暂未与 智元机器人达成合作。彩讯始终以开放态度拥抱智能化生态,未来不排除在AI应用等领域与行业伙伴 展开协同合作的可能。如有重大合作或者进展,公司将严格按照信息披露规则及时公告,请投资者注意 投资风险。感谢您的关注! ...
“一个机器人能顶3名工人,充电两小时就能巡检两小时”
财联社· 2025-07-20 16:10
Core Viewpoint - The article highlights the digital transformation in manufacturing within Henan province, focusing on the adoption of robotics and digital technologies to enhance safety and operational efficiency in high-risk environments [2][12]. Group 1: Digital Transformation in Manufacturing - Companies like Liyuan Group, Mengdian Cement, and Sinian Food are implementing digital and intelligent technologies to improve safety and efficiency, particularly in hazardous operations [2][12]. - Liyuan Group has established a 5G dispatch center that integrates real-time production data and a digital twin system for better management and monitoring [3][5]. Group 2: Robotics and Automation - Liyuan Group has deployed inspection robots that can replace three workers, with a charging and inspection cycle of two hours each [6][13]. - Mengdian Cement has developed a digital control platform using digital twin technology to manage mining operations, including the use of unmanned excavators and transport systems [8][10]. Group 3: Safety and Efficiency Improvements - The implementation of smart technologies has led to a 15% increase in energy efficiency and a 20% improvement in labor productivity at Liyuan Group [5]. - Sinian Food has achieved a 30% increase in production efficiency and a 20% reduction in overall costs through automation in key food production processes [12]. Group 4: Employment Impact and Future Outlook - The rapid advancement of AI and robotics raises concerns about potential job displacement, with predictions that AI will create 11 million jobs while replacing 9 million by 2030 [12][14]. - Companies emphasize that current automation efforts are primarily focused on high-risk areas and are still in testing phases, indicating a cautious approach to widespread implementation [13][14].