登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688090 证券简称：瑞松科技 公告编号：2026-003 ● 是否需要提交股东会审议：否。 ● 日常关联交易对上市公司的影响：本次关联交易属于广州瑞松智能科技股份有限公司（以下简称"公 司"）日常关联交易，是正常生产经营业务，以市场价格为定价依据，遵循平等自愿原则，交易风险可 控，不存在损害公司及股东利益的情况，不会对关联人形成较大的依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 广州瑞松智能科技股份有限公司 关于预计2026年度日常关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 2026年1月20日，公司召开第四届董事会独立董事第二次专门会议，审议通过了《关于预计2026年度日 常关联交易的议案》。全体独立董事认为：公司预计与相关关联方发生的2026年度日常关联交易是基于 公平、自愿的原则进行的，不存在违反法律、法规、《公司章程》及相关制度规定的情况；预计日常关 联交易定价合理、公允，不存在损害公司和全体股 ...

Core Insights - DEWALT, in collaboration with August Robotics, has launched the world's first downward drilling, fleet-capable robot aimed at enhancing the efficiency of concrete drilling for data center construction [1][3]. Company Developments - The robotic solution has been piloted in 10 phases of data center construction with a leading tech company, achieving drilling speeds up to 10 times faster than traditional methods and reducing construction timelines by 80 weeks [3][7]. - The robot has demonstrated a drilling accuracy of 99.97% across over 90,000 holes, significantly improving construction output and cost efficiency [5][7]. Industry Context - Hyperscalers, which represent nearly 80% of overall data center demand, are projected to invest approximately $7 trillion in data center infrastructure by 2030 to support the growing needs for AI computing [4]. - The introduction of this robotic solution aligns with the rapid expansion of over 400 data centers currently in development globally, addressing the increasing demand for efficient construction methods [7].

Core Insights - Beijing's Human Resources and Social Security Bureau has officially issued the "Trial Measures for Professional Title Evaluation in Robotics" to enhance the evaluation of talent in the robotics sector, aiming to support the city's goal of becoming a hub for robotics innovation [1][2] - The new evaluation system will be implemented starting in 2026, with the first assessment scheduled for July of this year [1] - Currently, there are over 940 robotics-related companies in Beijing, employing approximately 30,000 individuals, highlighting the need for a tailored professional title evaluation system to facilitate career development in this high-tech field [1] Evaluation Framework - The evaluation framework will consist of a comprehensive, multi-tiered system that aligns with the industry's talent evaluation needs, covering four main areas: core components, algorithms and software, complete machine design and manufacturing, and system integration and application [1][2] - The professional title levels are clearly defined, including junior (assistant engineer), intermediate (engineer), senior (senior engineer), and top-level (chief engineer), providing a clear career progression pathway for robotics professionals [2] Talent Inclusion and Assessment Criteria - The evaluation will encompass professionals from state-owned enterprises, private organizations, and social organizations engaged in various aspects of robotics, ensuring a broad inclusion of talent [2] - The assessment criteria will emphasize innovation capability, quality, effectiveness, and contribution, focusing on actual performance in technological breakthroughs, innovation outcomes, and industry contributions [2] - Achievements in national robotics competitions will also be considered for expedited applications for senior titles, creating a "fast track" for high-level technical talent [2] Future Steps - The Human Resources and Social Security Bureau will continuously monitor the implementation of the policy, dynamically optimizing evaluation standards and processes to ensure that the title evaluation serves as a catalyst for attracting top talent and stimulating innovation in the robotics industry [2]

Core Insights - Qingdao is prioritizing technological innovation to enhance new quality productivity, focusing on embodied intelligent robots and an innovative industrial system [1][2][5] Group 1: Technological Innovation - The core element of developing new quality productivity is technological innovation, with embodied intelligent robots being a key strategy for Qingdao to seize future industrial opportunities [2] - Qingdao has established a robust ecosystem with nearly 100 robot and component companies and over 500 AI firms, ranking sixth among China's advanced manufacturing cities [2] Group 2: Industry Development - Qingdao's "10+1" innovative industrial system includes two leading industries, five emerging industries, and three advantageous industries, aiming to enhance productivity across 40 niche sectors [6] - The city is focusing on the integration of traditional industries with digital transformation, exemplified by the development of high-tech products like the world's first 8K laser television and high-speed magnetic levitation transportation systems [7] Group 3: AI and Digital Economy - Qingdao is building a comprehensive digital economy framework, emphasizing the importance of computing power as a "digital engine" for industrial innovation [8] - The city aims to become a provincial hub for computing power, with plans to enhance infrastructure and promote the integration of traditional and digital economies [8][9] Group 4: Achievements and Future Goals - Qingdao's innovation ecosystem has seen significant growth, with the number of technology-based SMEs increasing by 85% and high-tech enterprises by 98% since 2020 [7] - By 2026, Qingdao plans to achieve substantial advancements in AI and new generation information technology, targeting a scale of 200 billion yuan for the AI industry [6][10]

Core Insights - The third annual Humanoid Robot Forum will be part of Automate 2026, North America's largest robotics and automation trade show, scheduled for June 22-25 at McCormick Place, Chicago [1][2] - A dedicated Humanoid Robot Pavilion, sponsored by NVIDIA, will be introduced at the event, highlighting the growing interest in humanoid robotics within the automation ecosystem [2][4] Event Details - The Humanoid Robot Forum will be a separate, paid conference co-located at Automate, taking place on Tuesday and Wednesday afternoons, focusing on humanoid robot development, deployment, and enabling technologies [3] - The Humanoid Robot Pavilion will be free to attend for all Automate show attendees, featuring demonstrations and a theater for exhibitors to present their products [4] Attendance and Participation - Automate 2026 is expected to attract over 50,000 automation professionals from various sectors, including manufacturing, logistics, healthcare, and energy, as well as the general public [5] - The event aims to provide attendees with insights into the current state of humanoid robotics, the challenges that remain, and potential real-world applications [2]

Core Insights - The second Suzhou Wuzhong Embodied Intelligence Robot Industry Innovation Development Conference aims to promote the open application of intelligent scenarios, driving industrial upgrades and establishing Wuzhong as a leading national robot industry cluster [1][3] Group 1: Policy and Strategic Initiatives - The conference introduced the first national open application plan for embodied intelligence robots, the "Wuzhong District Three-Year Action Plan for Open Application of Intelligent Scenarios," which includes a "Hundred-Thousand" initiative to nurture 100 robot enterprises, create 1,000 application scenarios, and deploy 10,000 intelligent robots over the next three years [4] - The plan outlines 13 specific measures to enhance the supply of application products, improve data collection capabilities, accelerate pilot verification, and foster innovation in scenario development [4][6] Group 2: Industry Development and Achievements - Wuzhong District has seen a significant increase in robot enterprises, with a growth of over 70% in the number of companies and over 30% in product variety, showcasing a robust development momentum [7] - The district has established itself as a hub for new technologies and products in the embodied intelligence sector, with notable participation in events like CES, where multiple companies showcased innovative products [7] Group 3: Ecosystem and Collaboration - The conference launched the Wuzhong District Embodied Intelligence Industry Investment Institution Alliance and signed agreements for school-enterprise cooperation platforms, providing essential support for the realization of the "Hundred-Thousand" vision [9] - Wuzhong District is committed to advancing its "robot + artificial intelligence" industry as a primary focus, aiming to create a favorable ecosystem for innovation and industrial growth [9]

現代汽車 從Tesla挖走 機器人大腦 Milan Kovac 這是開戰 訊號嗎？ 想像一下 Optimus 前老大跳槽 加入 Boston Dynamics 董事會 機器人界 要翻天了？ 來拆解這 挖角內幕 上週五現代 任命Kovac當顧問 專攻機器人和AI 他在Tesla幹了9年 從2016年 Autopilot 團隊起步 一路當上 Optimus 的工程總監 2022年正式領軍 去年6月離開 他在X上說 是家庭原因 不是對公司不滿 但背後呢？ 現代為啥挖他？ 明顯要追Tesla！ Electrek說 這對Optimus 是個大打擊 Kovac的經驗 從軟到硬全包 能幫Atlas加速 Hyundai計劃 2028年要 大規模生產 這不只是在 電動車領域較勁 現在機器人領域 也要全面開戰 挖人買技術 是科技產業的常態 但對Tesla來說 隱患是人才外流 視覺學習方法 可能外洩 讓Atlas 快速追趕 你怎麼看？ 挖角是件壞事嗎 還是說有利於 產業的進化？. ...

Core Viewpoint - The company is collaborating with Shanghai Electric to develop customized technology for intelligent robots, with prototype testing expected in the first half of 2026, which could lead to cost savings if successful [1] Group 1: Collaboration and Development - The company is engaged in a partnership with Shanghai Electric for the research and development of customized intelligent robot technology [1] - Prototype testing is anticipated to begin in the first half of 2026 [1] Group 2: Market Exploration - The company is in discussions with clients such as Xpeng to explore opportunities in the humanoid robot components sector [1]

Core Viewpoint - Manifold AI, founded by a former key member of SenseTime, aims to redefine embodied intelligence through its World Model technology, enabling robots to not only perceive but also predict physical interactions in their environment [1][4][12]. Group 1: Financing and Growth - Manifold AI has completed over 300 million yuan in financing within just seven months of its establishment, showcasing a rapid fundraising pace that reflects strong market interest in "Physical AI" [2][7]. - The company has successfully raised funds in three rounds: a seed round led by Inno Angel Fund, followed by two angel rounds, each exceeding 100 million yuan [4][7]. - The latest funding round included notable investors such as Meihua Venture Capital, Junlian Capital, and Huawei Hubble, indicating a strong backing from the industry [1][9]. Group 2: Technology Development - Manifold AI's technology focuses on World Model Action (WMA), which allows robots to predict physical state changes based on first-person perspective videos, moving beyond traditional visual-language models (VLM) [12][14]. - The company's WorldScape model enables robots to simulate and interact with their environment autonomously, marking a shift from mere execution of pre-set codes to possessing "brain-like" capabilities [14][15]. - Manifold AI is developing multiple specialized models, including DriveScape for autonomous driving, RoboScape for physical interaction, and AirScape for drones, all built on the foundational WorldScape model [15]. Group 3: Future Aspirations - The company aims to equip over 10% of robots in the market with its "Manifold Brain," pushing the boundaries of Physical AI agents [19][20]. - The long-term vision includes transitioning World Models from experimental stages to practical applications in warehouses, factories, and homes within the next three years [20][21]. - The strategy emphasizes creating a universal embodied world model while simultaneously commercializing sub-domain models to generate revenue and support further development [20].

Core Viewpoint - The next wave of artificial intelligence (AI) will transition from virtual content generation to Physical AI, enabling autonomous completion of complex tasks in the real world by 2026 [1] Group 1: Trends in Physical AI - Trend 1: Robotaxi will move from regional trials to large-scale operations, driven by reduced costs of core hardware and supportive regulations in major markets [3][4] - Trend 2: The shipment volume of humanoid robots is expected to double, leading to a competitive landscape where companies lacking closed-loop evolution capabilities may face challenges [5][7] - Trend 3: AI Agents will evolve from simple Q&A bots to personal intelligent partners, increasing interaction with the real world and intensifying competition between terminal and application manufacturers [8][10] Group 2: Developments in Wearable and Cleaning Devices - Trend 4: A surge of innovative wearable devices will emerge, focusing on specific functions and seamless AI integration for health and interaction [11][13] - Trend 5: AI toys will enhance emotional companionship capabilities, moving away from mere conversation to empathetic interactions [14][15] - Trend 6: The cleaning appliance sector will see accelerated embodiment, with products gaining advanced capabilities to perceive and adapt to their environments [16][17]