证券日报网讯 1月13日，兰剑智能在互动平台回答投资者提问时表示，公司的搬运机器人（AGV）、穿 梭机器人（穿梭车）、仓储机器人（堆垛机）、自主移动机器人（AMR）等智能物流系统已大规模应 用，公司与联想、宁德时代（300750）、比亚迪（002594）等优秀企业进行合作，助力客户落地无人仓 及黑灯工厂的智能化管理模式。 ...

证券日报网讯 1月13日，兰剑智能在互动平台回答投资者提问时表示，公司主要从事以智能机器人为核 心的智慧物流系统的研发、设计、生产、销售及服务，面向不同行业提供成熟有效的全流程智慧物流系 统解决方案，公司的搬运机器人（AGV）、穿梭机器人（穿梭车）、仓储机器人（堆垛机）、自主移 动机器人（AMR）等智能物流系统已大规模应用，公司已与联想、宁德时代、比亚迪等优秀企业进行 合作。公司未参与千兆级人工智能工厂的建设业务。 （文章来源：证券日报） ...

资料显示，东杰智能科技集团股份有限公司位于山西省太原市中北高新技术产业开发区丰源路59号，成 立日期1995年12月14日，上市日期2015年6月30日，公司主营业务涉及智能物流输送系统、智能物流仓 储系统、智能停车库的研发设计、生产和销售;汽车智能涂装生产线领域。主营业务收入构成为：智能 物流仓储系统79.11%，智能生产系统18.51%，备件及其他1.67%，智能立体停车系统0.70%。 从东杰智能十大流通股东角度 1月13日，东杰智能跌5.02%，截至发稿，报20.80元/股，成交4.07亿元，换手率4.00%，总市值99.25亿 元。 华夏中证机器人ETF（562500）成立日期2021年12月17日，最新规模227.98亿。今年以来收益7.38%， 同类排名1984/5517；近一年收益43.71%，同类排名2056/4203；成立以来收益9.33%。 华夏中证机器人ETF（562500）基金经理为华龙。 截至发稿，华龙累计任职时间3年146天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 139.26%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为A ...

据上证报报道，1月7日，国家邮政局局长赵冲久表示，2026年邮政行业将出台加快推广应用无人配送技 术政策文件，深化无人车，无人机等在行业试点应用。推广智能分拣，智能云仓，智能安检等自动化设 施设备，加快智能派件，智能路由等先进技术应用。推广应用循环包装，新能源汽车，光伏发电等绿色 产品技术，通过智能路径优化，智能装箱算法等推动绿色低碳发展。 东吴证券研报显示，无人物流车可以优化载货空间，减少人员成本，实现管理效率提升。头部厂商订单 量有望大幅增长，落地场景从快递拓展到零售配送等多个场景。 公司方面，据上证报表示， 中邮科技：无人配送车调度平台已在长三角，珠三角等城市试点，覆盖末端投递与接驳场景。 科捷智能：公司作为智能物流装备研发、生产和销售企业，可为客户提供智能物流和智能制造系统整体 解决方案，拥有智能搬运设备，其打造的智能无人仓实现了全流程无人化作业，相关技术和产品为无人 物流车在物流场景中的应用提供了支持 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 ...

Group 1 - The core viewpoint is that 招商证券 has initiated coverage on 极智嘉 with a "Buy" rating and a target price of 35 HKD, indicating a positive outlook on the company's future performance [1] - 极智嘉 is recognized as the largest provider of Automated Mobile Robot (AMR) solutions for warehousing globally, addressing inefficiencies, high costs, and lack of flexibility in traditional warehousing [1] - The company possesses high technical barriers with integrated hardware and software solutions, leading to strong customer loyalty [1] Group 2 - There is significant growth potential for the penetration rate of AMR solutions, which is expected to increase rapidly, allowing the company to benefit as a market leader [1]

Core Viewpoint - Transfar Group has evolved from a small family workshop into a modern industrial group with over 16,000 employees, covering various sectors and achieving significant growth, while focusing on high-quality development and innovation [1][19]. Group 1: Company Overview - Transfar Group started with humble beginnings, growing into a billion-dollar enterprise with operations in over 130 countries and regions, and ranking among China's top private enterprises [1]. - The company has two listed subsidiaries and numerous high-tech and specialized enterprises, reflecting its diverse business portfolio [1]. Group 2: Innovation and Technology - Transfar has developed the world's first flexible production facility for rare earth butadiene rubber, breaking foreign monopolies and serving major global tire manufacturers [3][4]. - The company invested over 200 million yuan in R&D over three years to overcome significant technical challenges in producing rare earth butadiene rubber [3][4]. - Transfar's innovation strategy emphasizes the importance of core technology and aims to lead in high-tech fields such as new materials, artificial intelligence, and biomanufacturing [6][7]. Group 3: Logistics and Supply Chain - Transfar established a "road port" logistics platform to address inefficiencies in China's logistics sector, significantly improving operational efficiency and reducing costs for manufacturers [11][12]. - The company has built 72 road ports across 27 provinces, serving millions of manufacturing enterprises and enhancing supply chain integration [13]. Group 4: Social Responsibility and Community Engagement - Transfar is actively involved in rural revitalization efforts, creating a collaborative platform that integrates technology and agriculture to modernize rural areas [17][18]. - The company has implemented initiatives to support farmers and enhance agricultural productivity, contributing to local economic development [18]. Group 5: Corporate Governance and Employee Relations - Transfar has integrated party governance with corporate governance, establishing a model that promotes employee participation and aligns corporate goals with social responsibilities [21][22]. - The company invests significantly in employee training and development, fostering a culture of innovation and shared success [24][25]. Group 6: Future Strategy and Global Expansion - Transfar aims to enhance its global presence by establishing production bases and R&D centers worldwide, with overseas sales accounting for 25% of its manufacturing revenue [41]. - The company is committed to high-quality development and innovation, aligning its strategies with national development goals and market demands [32][43].

证券日报网讯1月6日，兰剑智能在互动平台回答投资者提问时表示，公司已经与山东大学在智能物流、 具身智能等多领域进行深度合作，并积极布局相关领域，后续如有符合披露标准的实质进展，公司将严 格按照相关规定履行信息披露义务。 ...

兰剑智能（688557.SH）1月6日在投资者互动平台表示，尊敬的投资者，您好！公司已经与山东大学在 智能物流、具身智能等多领域进行深度合作，并积极布局相关领域，后续如有符合披露标准的实质进 展，公司将严格按照相关规定履行信息披露义务。感谢您的关注！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司具身智能机器人进展？ ...

Group 1 - The core viewpoint of the news is that Zhongyou Technology's stock has seen a significant increase of 5.36%, reaching a price of 65.80 yuan per share, with a trading volume of 2.17 billion yuan and a turnover rate of 4.87%, resulting in a total market capitalization of 8.949 billion yuan [1] - Zhongyou Technology, established on July 5, 2002, is located in Shanghai and specializes in the research, design, production, and sales of intelligent logistics systems, as well as the modification and design of intelligent special vehicles. The revenue composition of its main business includes 81.63% from intelligent logistics systems, 8.65% from intelligent special vehicles, 8.57% from spare parts and technical services, and 1.15% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Dongcai has Zhongyou Technology as a significant investment. The Dongcai Value Qihang Mixed Fund A (018096) held 10,000 shares in the third quarter, accounting for 4.94% of the fund's net value, making it the third-largest holding. The estimated floating profit today is approximately 33,500 yuan [2] - The Dongcai Value Qihang Mixed Fund A (018096) was established on March 30, 2023, with a latest scale of 9.0399 million yuan. Year-to-date, it has achieved a return of 3.89%, ranking 626 out of 8,816 in its category. Over the past year, it has returned 2.57%, ranking 7,538 out of 8,081, and has incurred a loss of 9.55% since inception [2]

证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司与深圳市优必选 科技股份有限公司于2020年9月份成立合资公司无锡优奇智能科技有限公司。优奇智能专注提供无人物 流解决方案，致力于打造基于无人车和人形机器人的端到端无人化物流体系。双方合作开发基于双足人 形机器人的工业场景及商业场景的应用解决方案。 ...