格隆汇12月31日丨芯联集成(688469.SH)在投资者互动平台表示，通过与客户的深度合作、持续的研发 投入，公司已在AI领域获得多项突破。其中，用于机器人的激光雷达的光源VCSEL和扫描镜已实现量 产；用于机器人灵巧手的小型化驱动模块已获得国内头部企业定点。 ...

Group 1 - JD.com has launched a self-operated robot rental service, allowing users to experience robotic technology at a lower cost and with more flexibility [1] - The first global store in collaboration with Yuzhu Technology opened at JD MALL (Beijing Shuangjing Store) on December 31 [1] - JD.com continues to expand its offline application scenarios for robots, with 27 super experience stores established nationwide, ranging from 30,000 to 80,000 square meters [1] Group 2 - The super experience stores serve as a platform for users to experience robots in various applications, including home, education, elderly care, and entertainment [1]

Group 1 - The core point of the article is the establishment of Zhuhai Huiju Tongxing Robot Technology Co., Ltd., which focuses on the development and sales of intelligent robots and artificial intelligence applications [1] - The company has a registered capital of 5 million RMB [1] - The legal representative of the company is Zhao Liang [1] Group 2 - The business scope of the company includes research and development of intelligent robots, sales of industrial robots, development of artificial intelligence application software, and establishment of an artificial intelligence public data platform [1] - The shareholders of the company include Zhuhai Huafa Group Co., Ltd. and Zhuhai Yingboer Electric Co., Ltd. [1]

Group 1 - The performance of the Unitree H1 humanoid robot at the Spring Festival Gala symbolizes the integration of technology into daily life and industry, marking a significant shift in China's economic dynamics [1][3] - The development of AI and robotics is moving from experimental phases to practical applications across various sectors, showcasing the potential for innovation and productivity enhancement [3][5] - The introduction of "embodied intelligence" in government reports indicates a focus on integrating AI with physical entities, enhancing machines' capabilities for perception and interaction [4][5] Group 2 - China's advancements in technology are exemplified by significant achievements in aerospace, high-speed rail, and marine industries, establishing a robust technological foundation for economic growth [6][8] - The "Shandong chip" represents a breakthrough in high-end equipment autonomy, particularly in engine technology, which has historically been dominated by foreign entities [6] - The upcoming "15th Five-Year Plan" emphasizes high-level technological self-reliance and aims to build a modern industrial system rooted in the real economy, with a focus on intelligence and sustainability [8]

Core Viewpoint - Shenzhen Yujiang Technology Co., Ltd. ("Yujiang"), known as the "first stock of collaborative robots," has completed the IPO counseling filing with the Shenzhen Securities Regulatory Bureau, aiming to enhance business development and competitiveness through A-share listing [1] Financial Performance - For the first half of 2025, Yujiang reported revenue of 153 million RMB, a year-on-year increase of 27.1%, with a net loss of 40.87 million RMB, narrowing by 31.8% [1] - The gross profit reached 71.92 million RMB, up 36.1% year-on-year, with a gross margin of 49.4% after excluding inventory impairment [1] - The company's total liabilities to assets ratio stands at 26.5% [1] Product Performance - Revenue from six-axis collaborative robots was 93.65 million RMB, accounting for 61.2% of total revenue, with a year-on-year growth of 46.7% [2][3] - Four-axis collaborative robots generated 39.58 million RMB, a 7.7% increase, while composite robots brought in 16.65 million RMB, growing by 13.1% [3] - Other products saw a revenue decline of 37.6%, totaling 3.21 million RMB [3] Market Segmentation - Revenue from industrial applications reached 81.11 million RMB, up 22.4%, while education and commercial sectors saw revenues of 57.66 million RMB (18.3% growth) and 1.38 million RMB (165.5% growth) respectively [4] Strategic Developments - Yujiang has launched several new products, including the consumer-grade robotic dog Rover X1, priced at 7,499 RMB, and the industrial-grade humanoid robot Dobot Atom, priced from 199,000 RMB [4][5] - The company has entered into multiple strategic partnerships, including contracts with Redefeng for over 80.5 million RMB and with Lens Technology for the procurement of 1,000 humanoid robots [5] Stock Performance - Yujiang's stock price fluctuated between 18.42 HKD and 83.8 HKD in 2023, with a recent closing price of 37.88 HKD, reflecting an 8.08% drop following a share unlock event [7] - The company has raised a total of 1.793 billion HKD through discounted placements in July and November 2023, aimed at advancing research and product innovation in intelligent robotics [7]

Core Insights - Shenzhen has produced a number of globally impactful companies, showcasing a shift from "Made in China" to "Created in China" [2] - The 45th anniversary of Shenzhen Special Economic Zone marks a significant milestone in its rapid modernization and brand development [2][3] - The "Shenzhen Brand Development White Paper (1980-2025)" outlines the evolution of Shenzhen's brands and their internal logic and success factors [3][5] Group 1: Brand Evolution - Shenzhen's brand journey reflects a transition from manufacturing to innovation, with key phases including the emergence of local brands in the 1980s and 1990s, and the rise of autonomous brands in the early 2000s [7][10] - The current phase is characterized by cluster upgrades, with companies like Tencent, BYD, and DJI leading in various sectors [8][10] - As of now, Shenzhen has cultivated 1,220 notable local brands, including 13 billion-level brands and 7 trillion-level brands, with Tencent, Ping An, and Huawei each exceeding a brand value of 490 billion [10][11] Group 2: Economic Contributions - The 1,220 notable brands contribute 47.97% of the city's sales, 42.05% of tax revenue, and 32.87% of exports, serving as the backbone of Shenzhen's high-quality economic development [11] - These brands span critical sectors such as electronics, renewable energy, biomedicine, high-end equipment, financial services, and digital economy, forming a robust industrial structure [11] Group 3: Brand Development Factors - Shenzhen's brand success is attributed to a unique ecosystem supported by policy innovation, technological advancement, and collaborative industrial frameworks [15][16][19] - The government has played a crucial role in creating a conducive environment for brand growth through targeted policies and regulatory frameworks [16] - Innovation drives brand competitiveness, with companies investing over 10% of their annual revenue in R&D, fostering a comprehensive innovation ecosystem [17] Group 4: Global Expansion and Responsibility - Shenzhen brands have established clear pathways for international expansion, evolving from processing trade to localized operations and global standardization [20] - Social responsibility is ingrained in the corporate strategy, enhancing brand value and sustainability through practices like tax compliance and community support [21] Group 5: Future Outlook - The release of the white paper is a significant step in documenting Shenzhen's brand journey and providing strategic guidance for future brand development [31] - Shenzhen's brands are expected to continue thriving in emerging sectors like digital and low-altitude economies, contributing to the global narrative of Chinese brands [33][34]

人民财讯12月31日电，企查查APP显示，近日，珠海杰创具身智能科技有限公司成立，经营范围包含： 智能机器人的研发；工业机器人安装、维修；智能机器人销售；工业机器人制造等。企查查股权穿透显 示，该公司由杰创智能（301248）全资持股。 ...

新华财经北京12月31日电四大证券报内容精华摘要如下： 中国证券报 ·2026年"两新"政策优化支持范围 国家发展改革委12月30日消息，国家发展改革委、财政部印发《关于2026年实施大规模设备更新和消费 品以旧换新政策的通知》，明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年"两新"政 策主要有三方面优化。具体包括：优化支持范围。设备更新方面，总体延续2025年支持范围，在民生领 域增加老旧小区加装电梯、养老机构设备更新，在安全领域增加消防救援、检验检测设备更新，在消费 基础设施领域增加商业综合体、购物中心、百货店、大型超市等线下消费商业设施的设备更新。消费品 以旧换新方面，进一步集中资源，着力提升覆盖人群广、带动效应强的重点消费品"得补率"。继续实施 汽车报废更新和汽车置换更新补贴；继续实施家电以旧换新补贴，支持范围聚焦冰箱、洗衣机、电视、 空调、电脑、热水器等6类产品；同时，将数码产品购新补贴拓展为数码和智能产品购新补贴，支持范 围包括手机、平板、智能手表（手环）、智能眼镜和智能家居产品（含适老化家居产品）。 ·券商2025年调研路线图揭晓三大板块最受青睐 随着A股2025年交易收官 ...

Core Viewpoint - Qingdao Zhenghe Industrial Co., Ltd. and Beijing Xingyuan Intelligent Robot Technology Co., Ltd. have signed a strategic cooperation agreement to leverage their strengths in smart hardware and multimodal large model technology for the development of intelligent robots [2][6]. Group 1: Strategic Cooperation Focus - The collaboration will focus on seven core areas to establish a comprehensive collaborative innovation system [3]. - Both parties will develop a dexterous hand with autonomous perception, planning, decision-making, and adaptability for humanoid robots, collaborative robots, and robotic arms [4]. - Xingyuan Intelligent will utilize its core technology in embodied intelligence and multimodal operation models to develop a large model for the dexterous hand and conduct real-world testing [4]. Group 2: Technical and Product Development - Based on Zhenghe Industrial's chain-type intelligent dexterous hand, both companies will collaborate on scenario training, data collection, and model iteration [5]. - A project working group will be established to promote cooperation in technology, products, and scenarios, with regular communication mechanisms [5]. - Zhenghe Industrial will invite experts from Xingyuan Intelligent to advise on the development of the dexterous hand, model adaptation, and business expansion [5]. Group 3: Resource Sharing and Market Development - Both companies will open necessary technical interfaces and scenario data to jointly create training and pilot application scenarios [5]. - Zhenghe Industrial will conduct scenario training and technical validation of Xingyuan Intelligent's models in its automated production lines [5]. - The partnership aims to develop various industrial or commercial scenarios, sharing resources and promoting the deployment and sales of their products [5]. Group 4: Vision and Future Development - The agreement aims to establish a strategic partnership, with Xingyuan Intelligent focusing on creating a universal embodied brain that connects digital intelligence with the physical world [6]. - Zhenghe Industrial will integrate hardware and software to achieve versatile functions in specific industrial and commercial scenarios [6]. - The collaboration is expected to deepen technical integration and resource synergy, providing a pathway for Zhenghe Industrial's business layout in the field of embodied intelligent robots [6].

人民财讯12月31日电，企查查APP显示，近日，珠海慧聚同行机器人科技有限公司成立，经营范围包 含：智能机器人的研发；工业机器人销售；人工智能应用软件开发；人工智能公共数据平台；人工智能 通用应用系统等。企查查股权穿透显示，该公司由珠海华发集团有限公司旗下珠海科技产业集团有限公 司、英搏尔（300681）等共同持股。 ...