本报讯 （记者矫月）在科技浪潮的席卷下，人形机器人领域正逐渐成为全球瞩目的焦点，英伟达与富士康合作的首款人形 机器人即将推出的消息更是吸引了全行业关注，使人形机器人的行业吸引力进一步提升。近日，深圳市长盈精密技术股份有限 公司（以下简称"长盈精密"）发布的2025年半年报中关于人形机器人业务海外订单爆发的内容，也为市场注入了一剂强心针。 公告显示，2025年上半年，公司海外人形机器人零件实现营收超过3500万元，而2024年全年这一数据仅为1011万元。业内 人士认为，短短半年时间，海外营收实现了数倍的增长，这一飞跃式的提升背后，是公司厚积薄发的结果。 自2024年起，长盈精密便开始加快人形机器人相关产能的建设，持续加大研发投入，如今已结出累累硕果。目前，长盈精 密已具备为国内外人形机器人客户开发多种材料零件的能力，涵盖铝合金、镁合金、钛合金等金属材料，PEEK、IGUS等工程 塑料，以及橡胶、硅胶、尼龙、纤维织布等。同时，在成型工艺上，公司熟练运用包括CNC、3D打印、压铸、注塑、滚齿、 热压等多种先进技术，为人形机器人的结构件、执行器、传感器、变速齿轮、线束、电机等核心部件提供关键零部件。 这种全方位的技 ...

Core Insights - The core viewpoint of the article is that Tesla is shifting its strategic focus from electric vehicles and energy to artificial intelligence and robotics, with CEO Elon Musk stating that approximately 80% of Tesla's future value will come from the Optimus robot [2][6]. Group 1: Strategic Shift - Tesla's "Master Plan Part IV" indicates a significant strategic pivot towards AI and robotics, moving away from its traditional focus on electric vehicles and energy [2][5]. - The plan outlines five principles guiding Tesla's future direction, emphasizing unlimited growth, innovation, technology solving real-world problems, automation benefiting humanity, and greater accessibility leading to greater growth [4][5]. Group 2: Product Development Focus - The plan highlights specific product development directions, such as using autonomous driving to improve traffic conditions and reduce environmental pollution, and employing the Optimus robot to assist with tedious or dangerous tasks [5][6]. - Musk emphasizes that autonomous driving and the Optimus robot will be the company's most critical initiatives moving forward [6][9]. Group 3: Historical Context - The article compares the new plan with previous Master Plans, noting that the first three plans focused on electric vehicles and energy solutions, while the fourth plan marks a major shift towards AI and robotics [6][7]. - The first Master Plan aimed to prove electric vehicles could perform well, the second focused on creating a sustainable energy ecosystem, and the third emphasized renewable energy solutions [7]. Group 4: Current Challenges - Despite the ambitious plans, Tesla is facing declining electric vehicle sales in multiple markets, with significant drops in registrations in countries like France (down 47.3%) and Sweden (down over 84%) [8]. - In the U.S., Tesla's vehicle registrations in California fell by 21.1% in the second quarter, marking the seventh consecutive quarter of decline [8][9]. Group 5: Future Projections - Tesla plans to launch the third version of the Optimus robot prototype by the end of this year, with mass production expected to begin in 2026, aiming for an annual production of 1 million units within five years [10]. - The company is also expanding its Robotaxi services, with plans to provide services to half of the U.S. population by the end of the year [9][10].

新智元报道 编辑：KingHZ 桃子 【新智元导读】马斯克《秘密宏图 IV》抢先在X上发布了，未来特斯拉80%价值是机器人Optiums给的，第四篇章更加看重的是AI+可持续。20多年过去 了，1万亿市值特斯拉书写着不可能的传奇。 造车的特斯拉，这次在上抢先官网发布了「秘密宏图 IV」。 这次，特斯拉的目标是未来的「乌托邦」：一个可持续富足的世界。 实现「秘密宏图4」最核心的一部分，就是扩展FSD和擎天柱。 马斯克甚至豪言，未来，80%特斯拉的价值都来自于人形机器人Optimus。 其实早在一年前，老马曾提前预告了下一个四年规划，并称之为「绝对史诗级」。 毕竟，第三篇宏图还是在2年前发布的。 如今，完整规划内容上线，所有人终于可以从中获得关键一瞥。 顺便提一句，有网友在宣传视频中，还意外地发现了SUV版的赛博皮卡。 宏伟蓝图 机器人解放人类 自创立之初，特斯拉立下了终极目标：实现不受束缚的真正的可持续发展，毫不妥协。 每一版宏图计划（Master Plan），无论是最初的电动车布局，还是后来的能源体系与智能化探索，都是向着这一目标不断延伸。 宏图计划第一章：交通电气化（2006）； 宏图计划第二章：整合清洁能 ...

Core Insights - The core viewpoint of the article is that Tesla is shifting its strategic focus from electric vehicles and energy to artificial intelligence and robotics, with a significant emphasis on the Optimus robot, which is expected to account for about 80% of the company's future value [1][4]. Group 1: Strategic Shift - Tesla's "Master Plan Part IV" indicates a major strategic pivot towards AI and robotics, moving away from its traditional focus on electric vehicles and energy solutions [1][3][4]. - The plan outlines five principles guiding this transition, emphasizing unlimited growth, innovation, technology solving real-world problems, automation benefiting humanity, and greater accessibility leading to larger growth [4]. Group 2: Historical Context - Previous Master Plans (1.0, 2.0, and 3.0) focused on electric vehicles and sustainable energy solutions, with 1.0 aimed at proving electric vehicle performance, 2.0 at creating a sustainable energy ecosystem, and 3.0 at transitioning to renewable energy [5][6][7]. - The release of Master Plan 4.0 represents a significant adjustment in Tesla's strategy, marking a departure from its earlier focus areas [7]. Group 3: Current Challenges - Tesla is currently facing declining electric vehicle sales in multiple markets, with significant drops in registrations reported in France (down 47.3%), Sweden (down over 84%), and California (down 21.1%) [8][9]. - The company's second-quarter financial results showed a revenue decline of 12% year-over-year, marking one of its poorest quarterly performances in a decade [8]. Group 4: Future Outlook - Elon Musk has called on investors to focus on the potential of the autonomous driving and robotics sectors, expressing confidence in these areas [9]. - Tesla plans to launch the third version of the Optimus robot prototype by the end of this year and aims for mass production starting in 2026, with a target of producing 1 million units annually within five years [9].

Market Overview - On September 2, the A-share major indices collectively adjusted, with a total trading volume of 2.91 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] - The CPO concept experienced a significant pullback, while sectors such as communication equipment and semiconductors saw substantial declines. Conversely, the banking, precious metals, and robotics sectors rose against the trend [1] Stock Performance - A total of 44 stocks hit the daily limit up, with 13 stocks achieving consecutive limit-ups. The limit-up rate was 52% (excluding ST and delisted stocks) [3] - Notable stocks included Tianpu Co., which achieved an 8-day consecutive limit-up, and robotics concept stocks like Kosen Technology and Kaidi Co., which had 7 and 5 consecutive limit-ups, respectively [3] Key Stocks and Trading Data - Tianpu Co. reached a price of 57.10 yuan, with a 10% increase and an 8-day consecutive limit-up [4] - Changchun High-tech reported a 10% increase to 124.71 yuan, with a trading volume of 27.34 billion yuan and a turnover rate of 5.53% [6] - Supply and Marketing Cooperative achieved a 9.84% increase to 2.68 yuan, with a trading volume of 20.67 billion yuan [6] Institutional Trading - The top three net purchases on the daily leaderboard were Jilun Intelligent, Changchun High-tech, and Supply and Marketing Cooperative, with net purchases of 437 million yuan, 275 million yuan, and 258 million yuan, respectively [5] - The top three net sales were Hengbao Co., Wolong Electric Drive, and Liou Co., with net sales of 537 million yuan, 494 million yuan, and 259 million yuan, respectively [5] Sector Highlights - Wolong Electric Drive is focusing on humanoid robots and has reported a 36.76% year-on-year increase in net profit for the first half of 2025, amounting to 537 million yuan [17] - Changchun High-tech's revenue for the first half of 2025 was approximately 6.60 billion yuan, a year-on-year decline of 0.54%, with a net profit of about 983 million yuan, down 42.85% [10] - Supply and Marketing Cooperative is positioned as a national urban-rural circulation infrastructure operator, with a focus on smart supply chain transformation and a 105.47% year-on-year increase in online retail revenue for its commodity trading business in 2024 [13]

Core Viewpoint - The Chinese robotics and artificial intelligence industry is experiencing a bifurcation, with leading companies like Cambricon and Orbbec achieving explosive growth driven by generative AI and 3D vision, while traditional firms like Geling Deep Vision and Jiangsu Beiren face significant losses [2][4]. Market Performance Overview - The overall industry is in a high prosperity phase, with 75 listed companies reporting total revenue of 582.994 billion yuan and a combined net profit of 30.097 billion yuan. 53 companies achieved year-on-year revenue growth, and 53 companies reported an increase in net profit [4][5]. Revenue and Profit Rankings - The top revenue-generating company, Industrial Fulian, reported 360.76 billion yuan, significantly outpacing the other nine companies combined. Other notable companies include Hikvision, Huichuan Technology, and Sanhua Intelligent, which not only have substantial net profits but also impressive growth rates of 36%-60% [9][11]. Losses and Challenges - Companies like SenseTime, Black Sesame Intelligence, and Unibot are showing trends of revenue growth and narrowing losses, indicating potential for value reassessment with technological breakthroughs. However, companies like Efort and Xinsong are facing dual declines, reflecting intense market competition and rapid technological changes [12][13]. Performance Growth Leaders - The top performers in terms of growth include companies like Cambricon, which reported a staggering revenue growth rate of 4347.82%, and a profit growth rate of 295.85%, highlighting the significant impact of global investments in AI technologies [11][13].

Core Viewpoint - The establishment of the "China Electromechanical Integration Technology Application Association's Rehabilitation Robot Branch" aims to address challenges in the elderly rehabilitation robot sector, promoting high-quality development and supporting the national strategy for an aging population [1][2]. Group 1: Background of the Rehabilitation Robot Branch - The strategic value of elderly rehabilitation robots is highlighted as a key solution to the increasing demand for elderly care services due to rapid population aging, integrating multiple technologies for diverse functionalities [1][2]. - The market for elderly rehabilitation robots is projected to exceed 50 billion yuan in 2024, with an annual growth rate exceeding 30%, indicating a robust development trend in the industry [2]. Group 2: Relationship Between Electromechanical Integration and Rehabilitation Robots - Electromechanical integration technology serves as the foundational hardware and motion core for rehabilitation robots, ensuring stability, safety, and precision in operation [3]. - Rehabilitation robots enhance the service attributes of electromechanical systems, transitioning from mere mechanical tools to intelligent partners in elderly care [3]. Group 3: Introduction to the Association - The China Electromechanical Integration Technology Application Association, established in 1989, is a national, professional, non-profit organization focused on automation and robotics, with extensive experience in promoting the integration of electromechanical technology across various industries [4]. Group 4: Objectives and Positioning of the Rehabilitation Robot Branch - The branch aims to act as a bridge between government and industry, facilitating collaboration among various sectors to advance core technology research, standardization, and quality norms in the elderly rehabilitation robot field [6][7]. - Key tasks include expanding application scenarios, nurturing quality brands, and fostering talent development and international exchange within the industry [7]. Group 5: Membership Recruitment Scope - The branch seeks to recruit key industry enterprises and related institutions, including those involved in core components, complete machine development, and end-user services in the elderly rehabilitation robot sector [8][9][10].

Core Viewpoint - Artificial intelligence (AI) is a crucial driving force for the new round of technological revolution and industrial transformation, particularly in upgrading the security industry [1][8] Group 1: Conference Overview - The 2025 China Security "Artificial Intelligence +" Action Conference is scheduled for September 26, 2025, in Beijing, focusing on the theme "Digital Intelligence World, All-domain Security" [1][8] - The conference aims to explore the integration of AI and security technology, addressing policy directions, industrial transformation, technological innovation, and development bottlenecks [1][8][9] Group 2: Agenda and Activities - The conference will feature expert reports, keynote speeches, high-level dialogues, project roadshows, and case promotions, with the main forum centered on "Innovative Applications of AI Large Models in the Security Field" [2] - Sub-forums will discuss topics such as low-altitude economy, low-altitude safety, and innovative applications of intelligent robots in security scenarios [2] Group 3: Participants and Collaboration - The conference will gather authoritative figures and industry elites from various fields, including representatives from government departments, local public security agencies, and leading security companies [2][3] - The goal is to foster collaborative development and innovative breakthroughs between AI and the security industry [2]

025科技创变者大会 Science & Technology Innovator Conference 一 具身智能 产业智变新引擎 一 9月5日 ，由智友 · 雅瑞 科创平台主办的 2025科技创变者大会 将以" 具身智能 产业智变新引擎 "为主题，在北 京盛大启幕。 本次大会聚焦硬科技产业化落地，以 "产业对接+资源赋能"为核心，打造"三库四链"特色服务体系（产业库精准 匹配需求、项目库筛选优质技术、人才库汇聚创新力量，四链协同打通产业化全路径）。 大会 将充分发挥科学家 智库及产业端资源优势，提供 "需求牵引-技术对接-资本助力-场景落地"的全链条服务模式，重点解决技术到产 品的"最后一公里"难题，为具身智能等前沿科技提供真实场景验证和规模化落地通道。 ▎行业盛会，精彩纷呈 "2025科技创变者大会"包含颁奖仪式、报告发布、主旨报告、巅峰对话、圆桌论坛、主题演讲等环节，影响力辐 射具身智能全产业链。从宏观趋势到微观案例，从技术创新跨越到商业落地实战，从前瞻研判延展到战略管理...... 一批活跃在具身智能领域的"顶流"，将在这里交流经验，分享智慧。 主办单位: ZY&YR Innovation Hub ...

Group 1 - The core viewpoint of Yushu Technology is to submit an IPO application between October and December 2025, with operational data to be disclosed at that time [1] - In 2024, the sales distribution of Yushu Technology's products is projected to be approximately 65% for quadruped robots, 30% for humanoid robots, and 5% for component products [1] - About 80% of quadruped robots are utilized in research, education, and consumer sectors, while the remaining 20% are applied in industrial fields such as inspection and firefighting [1] Group 2 - Yushu Technology recently unveiled a new humanoid robot with a height of 1.8 meters and 31 degrees of freedom, indicating significant advancements in their humanoid robot technology [2] - The latest humanoid robot, R1, was launched on July 25, with a starting price of 39,900 yuan and features 26 joints and a weight of approximately 25 kilograms, showcasing industry-leading specifications [2] - The release of the new humanoid robot is seen as a continuation of Yushu Technology's innovation in the humanoid robot sector, building on the success of previous models [2] Group 3 - The humanoid robot industry is entering a phase of "hundred flowers bloom, a hundred schools of thought contend," with increased participation from domestic and international players [3] - Major companies like Huawei, ByteDance, BYD, Xiaomi, and Ant Group are intensifying their investments in embodied intelligence, while international firms like Tesla and 1X are accelerating commercialization efforts [3] - The emergence of AI companies is driving the development of general-purpose robotic models, facilitating advancements in humanoid robots [3] Group 4 - The humanoid robot industry is at a critical juncture for technological breakthroughs and commercialization, with a focus on domestic component manufacturers benefiting from the industry's growth [4] - Cost remains a significant barrier to the widespread adoption of humanoid robots, but domestic core components are becoming competitive in performance and cost on a global scale [4] - The 2025 World Robot Conference indicates that domestic core components are ready for large-scale application, suggesting investment opportunities in high-quality domestic component companies [4]