【公告全知道】军工+机器人+边缘计算+华为鲲鹏+芯片!公 司自研软件已在军 领域应用 公告全知道 2025.05.19 22:01 星期一 海得控制:常年积累的相关自动化、信息化等技术可复用于机器人产业的发展 海得控制(002184.SZ)在2024年度网上业绩说明会上表示，公司常年积累的相关自动化、信息化等技术可复用于机器人产业的发 展。工业机器人作为各种执行机构的一种接入公司"二化"融合解决方案中的控制层和数据交互层。公司在冶金、管廊、港口等行 业的开展的无人化智能系统应用需要在适应性、复制性、迭代性等方面继续融合包括智控、智算、智显等技术,帮助用户逐步实 现与提高系统智能化综合水平。 点评：资料显示，海得控制主营业务是工业电气自动化业务、工业信息化业务、新能源业务等三大板块。公司的主要产品是工业 电气自动化业务、工业信息化业务、新能源业务。 海得控制在今日的业绩说明上表示，公司及部分子公司有所涉及军工领域，公司自主研发的NetSCADA-M监控组态软件参与了 上海市军民结合专项项目,并于2017年10月通过原总装备部工程设计研究总院的项目验收。该项目并得到了国防科工委上海 办、市经信委军工处及区政府的大 ...

Group 1 - The U.S. Department of Commerce has adjusted its export control guidelines regarding AI chips, changing the language from a strict prohibition to a warning about risks associated with using advanced Chinese computing chips, including Huawei's Ascend chips [1] - The Chinese Ministry of Commerce has expressed its strong stance against the U.S. actions, stating that they undermine the consensus reached during high-level talks and calling for corrections from the U.S. [1] Group 2 - The world's first L4-level intelligent agent system, MasterAgent, has been launched in Shenzhen, developed by Shenzhen Shenyuan Artificial Intelligence Technology Co., which boasts significant potential in various fields such as finance and healthcare [2] - Hangzhou Yihui Technology has completed a multi-million Pre-A round financing led by Jilu Asset, with an initial investment of 46 million, and plans for additional funding based on market growth [2] - NVIDIA's CEO Jensen Huang announced that the company is applying its AI models to autonomous vehicles, collaborating with Mercedes to launch a fleet using NVIDIA's end-to-end autonomous driving technology this year [2] Group 3 - NVIDIA's personal AI computer, DGX Spark, has entered full production and will be ready in a few weeks, featuring the NVIDIA GB10 super chip and tensor cores [3] - The smallest known electric autonomous bipedal robot, "Zippy," has been developed by a research team at Carnegie Mellon University, standing under 4 cm tall and capable of various movements [3] Group 4 - Huawei has officially launched its HarmonyOS on computers for the first time, introducing two models: HUAWEI MateBook Pro starting at 7999 yuan and HUAWEI MateBook Fold, the world's largest commercial foldable computer, starting at 23999 yuan [5] - Honor has clarified rumors about exiting the Indian market, stating that the brand is thriving in India and preparing to launch four new smartphones [6] Group 5 - Xiaomi's founder Lei Jun reported that the company has invested over 13.5 billion yuan in the development of its self-developed mobile SoC chip, Xuanjie, with a team of over 2500 people and an expected investment of over 6 billion yuan this year [7] - There are rumors regarding Luo Yonghao's AI startup collaborating with Baidu, which have been clarified as a misunderstanding; the collaboration is related to e-commerce and involves a digital persona for live streaming [8][9] - "交个朋友" has announced a strategic partnership with Baidu Youxuan, with Luo Yonghao set to host a live broadcast on Baidu's platform on May 23 [10] Group 6 - Meta has been reported as a major platform for global scam operations, with fake ads and counterfeit merchants causing significant financial losses for users, highlighting systemic issues in content regulation [11]

Group 1 - The core viewpoint of the articles highlights the rapid advancement and commercialization of humanoid robots, with predictions that 2025 will be a pivotal year for mass production and market entry, potentially reshaping global manufacturing and service industries [1][9] - Major technology companies like Tesla and Nvidia are heavily investing in humanoid robots, indicating a surge in interest comparable to the electric vehicle sector [1] - Huawei is strategically positioning itself in the humanoid robotics field through a dual approach of technology and ecosystem development, aiming to create a competitive edge [2][9] Group 2 - Five key suppliers have emerged within Huawei's robotics ecosystem, providing essential technological support, including precision components and sensory systems [4] - A significant contract has been signed between a major contract manufacturer and Huawei Cloud, marking the entry into the humanoid robotics sector, with plans for a super factory capable of producing over 100,000 units annually [6] - The humanoid robot industry is expected to experience three major trends by 2025: accelerated technological integration, breakthrough applications in various sectors, and a restructuring of the supply chain favoring manufacturers with self-developed core components [8][9]

Core Viewpoint - The Carnegie Mellon University research team has developed the world's smallest electric autonomous bipedal robot named "Zippy," which stands under 4 centimeters tall and can perform various movements autonomously [1] Group 1 - The robot is equipped with a compact onboard battery, actuators, and control systems, enabling it to initiate movement independently [1] - "Zippy" can walk, turn, jump, and climb at a speed of 10 steps per second [1] - The research findings were presented at the 2025 IEEE International Conference on Robotics and Automation [1]

Core Points - Ekso Bionics Holdings, Inc. will implement a reverse stock split at a ratio of 1-for-15, effective May 27, 2025 [1][3] - The number of outstanding shares will decrease from approximately 35,289,695 to about 2,352,646 post-split [2] - The reverse stock split aims to raise the per share trading price to comply with Nasdaq's minimum bid price requirement of $1.00 for ten consecutive trading days [3] Shareholder Impact - No fractional shares will be issued; any fractional shares will be rounded up to the next whole share [4] - The reverse stock split will uniformly affect all shareholders without significantly altering their percentage interest in the company's equity [5] - Stock options and restricted stock units will be adjusted accordingly, with a corresponding increase in exercise prices [5] Administrative Details - Shareholders holding shares electronically will not need to take action as their shares will be automatically adjusted [6] - Shareholders with physical certificates can contact VStock Transfer, LLC for information on exchanging their certificates [6] - Additional information regarding the reverse stock split is available in the Company's Definitive Proxy Statement filed with the SEC [6] Company Overview - Ekso Bionics is a leading developer of exoskeleton solutions aimed at enhancing human strength, endurance, and mobility in medical and industrial applications [7] - The company focuses on improving health and quality of life through advanced robotics designed to restore human function [7] - Ekso Bionics is headquartered in the San Francisco Bay Area and is listed on the Nasdaq Capital Market under the symbol "EKSO" [7]

Q&A 当前人形机器人产业的市场规模和估值情况如何？ 截至目前，人形机器人集成板块相关的主题概念股已接近 200 家，整体市值约 为 3.5 万亿元。扣除这些公司的合理估值后，人形机器人的产业估值预期约为 1.5 万亿元。此外，一级市场相关的人形机器人本体厂商和供应链上的零部件 厂商的估值大约还有几千亿元。因此，目前国内的一二级市场人形机器人产业 的估值已经反映了差不多 200 万台以上的市场预期。 人形机器人产业观察：下半年行情展望 20250519 摘要 • 人形机器人产业自 2022 年 10 月上涨以来，已涌现多家高倍股，估值已 反映较高市场预期，板块整体估值处于高位，类似于新能源汽车成长期的 行业表现。 • 板块要突破 3 月 23 日高点，需产品商业化落地进展及风险偏好提升。目 前产品端进展或慢于预期，核心透明公司表现相对较弱。 • 下半年人形机器人发展需大市值龙头标的实现突破，特斯拉 Optimus 项 目进展是关键，包括第三代、第四代灵巧手发布及工厂端场景泛化能力。 • 贸易关系变化抬升供应链门槛，前期完成送样公司具优势。对 T 配套厂商 提出海外投资、资本开支及供应链管理能力新要求，关注恒立 ...

"如果梁文锋继续读博士，还有今天的DeepSeek吗？如果王兴兴继续读博士，还有今天的宇树科技吗？ 如果汪韬继续读博士，还有今天的大疆吗？" 5月17日下午，在2025搜狐科技年度论坛上，福耀科技大学校长、西安交通大学原校长王树国向听众抛 出上述之问。同一场合，从事艺术创作工作40年的北京电影学院原副校长、北京电影学院中国动画研究 院院长孙立军也在思索：AI出现后，艺术创作领域还存在所谓的风格吗？艺术人才培养的核心是什 么？ 当前，新技术浪潮正在席卷全球，一个显著的特点是AI技术极大地突破人的知识边界，并打破了时间 和空间对生产生活的限制。在此背景下，高等教育如何变革？现有大学教育如何与AI紧密融合起来？ 面对智能时代的新挑战，两位高校教育者不约而同提到，主动拥抱AI。在王树国看来，"规避它不是办 法"。如果一昧地害怕技术带来的弊端，那必将被它所奴役甚至伤害。孙立军也认为要拥抱AI，"和它交 朋友，而不能树敌。" 大学需跳出封闭小圈子，直接与社会对话 任何技术的创新，离不开人才。结合各自观察与发现，两位高校教育者分享了他们对人才培养的看法。 王树国认为，现在很多发明创造和新形态都来自社会，大学已不再是从外部撬 ...

Core Viewpoint - The upcoming salon in Hangzhou focuses on investment opportunities in cutting-edge technologies such as AI, computing power, semiconductors, and humanoid robots, emphasizing the role of ETFs as a flexible investment tool in constructing strategy portfolios [1]. Group 1: Event Details - The salon is themed "Winds Rise in Technology Waves, Opportunities Hidden Within" and will take place on May 24, 2025, from 14:00 to 16:20 at the Minghao voco Hotel in Hangzhou [1]. - The event aims to discuss the investment logic and practical applications in the technology sector, highlighting certain opportunities behind the trends [1]. Group 2: Guest Speakers - The salon features notable speakers including Yin Hao from Bosera Fund, who will discuss "Investment Opportunities in the Wave of Artificial Intelligence" [2]. - Qin Jie from China Galaxy Securities will explore "Value Discovery and Structural Growth Opportunities in the Photovoltaic Industry" [2]. - Zhou Shuming from GF Securities, a winner of the New Fortune Best Stock Investment Return Award, will present on "Value Opportunities in the Game" [2]. Group 3: Engagement Activities - The event will include engaging activities such as a check-in event and the distribution of high-quality gifts related to the community [4]. - There will also be exclusive community red envelope rain and interactive games to create a fun and rewarding atmosphere for attendees [4].

Group 1 - Huawei, UBTECH, Zhiyuan Robotics, and Zhongjian Technology (002779) will collaborate on elderly care humanoid robots [1] - The collaboration will focus on computing power, large model platforms, data collection, solutions, and application scenarios [1] - A launch conference for the "Embodied Intelligent Elderly Care Robot Collaborative Development" is scheduled for May 21 at a senior care facility in Xuhui District, Shanghai [1]

Core Insights - NVIDIA has introduced the NVIDIA Isaac GR00T N1.5, an updated foundation model for humanoid reasoning and skills, along with the GR00T-Dreams blueprint for generating synthetic motion data and Blackwell systems to enhance humanoid robot development [1][3][10] Group 1: Product Announcements - The NVIDIA Isaac GR00T N1.5 model improves adaptability to new environments and workspace configurations, enhancing its success rate in material handling and manufacturing tasks [7][8] - The GR00T-Dreams blueprint generates vast amounts of synthetic motion data, allowing robots to learn new behaviors and adapt to changing environments [3][4] - The GR00T-Dreams blueprint complements the previously released GR00T-Mimic blueprint, which augments existing data rather than generating new data [5] Group 2: Industry Adoption - Various humanoid and robotics developers, including Agility Robotics, Boston Dynamics, and XPENG Robotics, are adopting NVIDIA's Isaac platform technologies to advance their robot development [2][9] - Early adopters of the GR00T N models are utilizing them for tasks such as natural language understanding and complex workflows in industrial settings [8] Group 3: Technological Advancements - NVIDIA's simulation technologies, including Isaac Sim and Isaac Lab, are being used by companies to close the data and testing gap in humanoid robot development [9] - The Blackwell systems, including NVIDIA RTX PRO 6000 workstations, provide a unified architecture for running various robot development workloads, achieving up to 18 times greater performance for data processing [10][11]