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华安基金科创板ETF周报:科创板自律监管指引修订,有助提升公司质量
Xin Lang Ji Jin· 2025-05-20 08:32
登录新浪财经APP 搜索【信披】查看更多考评等级 上交所修订并发布《上海证券交易所科创板上市公司自律监管指引第1号——规范运作(2025年5月修 订)》,自发布之日起施行。该修订进一步规范科创板上市公司的运作行为,强化信息披露要求,优化 公司治理结构,提升市场透明度和合规性。 证监会发布《上市公司募集资金监管规则》,明确要求科创板上市公司募集资金应坚持专款专用,优先 用于主营业务,禁止用于永久补充流动资金或偿还银行借款。规则强调对擅自改变募集资金用途及使用 进度缓慢等行为从严监管,并要求上市公司及时披露募投项目延期情况,确保资金使用透明合规。 科创板政策及行业动态一览: l 科创板政策与行业动向: 证监会发布的《上市公司募集资金监管规则》对科创板市场影响深远,其明确要求科创板公司募集资金 必须专款专用、优先投入主营业务,严格禁止用于永久补流或偿贷,并强化对资金挪用、进度滞后等行 为的监管力度,同时要求及时披露募投项目延期信息。 这一政策直接针对科创板企业普遍存在的研发周期长、资金需求大等特点,通过限制资金用途并提升透 明度,既防止了企业通过"伪科创"概念套现或转移资金,又倒逼企业聚焦核心技术攻关和实体项目落 ...
机器人ETF(562500)低开高走!全球最小的电动自主微型双足机器人问世
Mei Ri Jing Ji Xin Wen· 2025-05-20 06:04
Group 1 - The core viewpoint of the news highlights the performance of the robotics sector, particularly the rise of the robotics ETF (562500) which increased by 0.35% as of 13:49, with significant trading activity and a turnover rate of 2.84% [1] - The leading stock in the robotics sector is Xinbang Intelligent, which surged by 19.99%, while TuoSiDa experienced a decline of 7.18%, indicating mixed performance among holdings [1] - Over the past 20 days, the robotics ETF has seen an increase of over 9%, with a trading volume exceeding 3.7 billion yuan, making it the top performer among comparable funds [1] Group 2 - In terms of capital flow, the robotics ETF experienced a net outflow of 0.63 billion yuan recently, but over the past 20 trading days, it has attracted a total of 4.44 billion yuan [2] - The current scale of the robotics ETF stands at 13.14 billion yuan, with a notable increase of 5.476 billion yuan over the past three months, leading the comparable funds in growth [2] - The ETF's share count has reached 15.156 billion, with an increase of 7.133 billion shares in the last three months, also the highest among comparable funds [2] Group 3 - The research team from Carnegie Mellon University 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] - The robot's capabilities include walking, turning, jumping, and climbing at a speed of 10 steps per second, showcasing advancements in robotics technology [1] - The results of this research were presented at the 2025 IEEE International Conference on Robotics and Automation, indicating ongoing innovation in the field [1]
UC伯克利5千美元造全开源人形机器人,网友:这作业抄定了
量子位· 2025-05-20 05:12
Core Viewpoint - The article discusses the development of the Berkeley Humanoid Lite (BHL), a humanoid robot created by UC Berkeley, which can be 3D printed for under $5,000, making it accessible and customizable for various users [1][3][5]. Group 1: Key Features of BHL - BHL is designed with low production costs, open-source accessibility, and flexibility for modifications [2][7]. - The total cost of BHL is kept below $5,000, with all materials available through 3D printing or online shopping platforms [3]. - BHL utilizes a modular design, allowing users to customize and combine different functional modules for various applications [14][16]. Group 2: Technical Specifications - BHL employs two types of 3D printed joint actuators and an aluminum frame, achieving a mechanical efficiency of 90% [7]. - The robot is powered by an Intel N95 mini PC and a 6S 4000 mAh lithium polymer battery, with a mobile-grade IMU for posture sensing [8]. - The design incorporates cycloidal gear mechanisms to optimize actuator performance while balancing material limitations and mechanical robustness [12]. Group 3: Performance and Applications - BHL has demonstrated impressive capabilities in bipedal walking, operating at only 30% of the actuator's torque limit, indicating potential for larger humanoid robots [21]. - The team has developed a remote operation system using SteamVR technology, allowing for precise control and execution of complex tasks [23]. - BHL is expected to have applications in engineering education and animation, showcasing its versatility [31]. Group 4: Research Team - The research team consists of four Chinese doctoral students from UC Berkeley, focusing on robotic control systems and future iterations of the Berkeley Humanoid project [31][32].
华龙证券:灵巧手技术路线逐步收敛 关注边际增量环节
智通财经网· 2025-05-20 03:01
Core Viewpoint - The market for dexterous hands, as end-effectors of humanoid robots, is expected to reach a scale of 45 billion yuan by 2030, driven by the ongoing iteration of technology and the need for performance and cost efficiency [1] Group 1: Market Potential - The dexterous hand is a crucial component of humanoid robots, with its value accounting for 30% of the overall robot cost [1] - The market for dexterous hands is projected to grow significantly, with a potential market size of 45 billion yuan by 2030 [1] Group 2: Mainstream Solutions - Current mainstream dexterous hand solutions focus on lightweight, high freedom of movement, multi-modal perception, and composite transmission [2] - The degrees of freedom in mainstream solutions have increased from 6 to between 12 and 20, enhancing flexibility and reducing weight [2] - Multi-modal perception capabilities are evolving, allowing better handling of soft and irregular objects [2] Group 3: Investment Opportunities in the Supply Chain - Key areas for investment include drive motors, transmission systems, and tactile sensors [3] - The hollow cup motor is ideal for dexterous hands due to its small size and high power density, although it is currently expensive [3] - The composite transmission system of tendon and screw is expected to become mainstream, providing higher flexibility and reduced weight [3] Group 4: Tactile Sensors - Tactile sensors are becoming essential components of dexterous hands, evolving from fingertip-mounted to full-hand array configurations [4] - Domestic manufacturers are expected to gradually achieve localization in tactile sensor production, driven by downstream demand [4]
英伟达发布NVIDIA RTX PRO服务器;中国无人机“九天”即将首飞,机腹可容纳上百枚巡飞弹丨智能制造日报
创业邦· 2025-05-20 02:59
扫码订阅 智能制造 产业日报, 精选行业新闻,帮你省时间! � 睿兽分析 睿 兽 分 析 产 业 日 报 把 握 商 机 ! 先 人 一 步 ▶涵盖五大赛道 *AIGC *智能制造 ゃ企业服务 «医疗健康 « 交通出行 JOIN and ■ 9元/月 扫码 订阅 O AIGC 产业动态日报 谷歌宣布在医疗保健领域推出人工智能计划 并致力于打造/ Stability Al发布3D视频生成工具SV3D! 可 同时输出多个新视角 这款新模型基于Stable Video Diff on模型的改讲,留 移根据单一辑入图像创建和转换多视图3D网格。 1.【英伟达发布NVIDIA RTX PRO服务器】5月19日,在中国台北电脑展COMPUTEX 2025首日,英伟达 宣布推出NVIDIA RTX PRO服务器及NVIDIA企业AI工厂验证设计,旨在加速万亿美元企业IT数据中心基 础设施向AI工厂的转型。NVIDIA RTX PRO服务器支持多达八个RTX PRO 6000 Blackwell GPU,并集成 NVIDIA BlueField-3数据处理单元(DPU)以及内置PCIe Gen 6交换机的NVIDIA Con ...
未知机构:【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工领域应用-20250520
未知机构· 2025-05-20 01:55
【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 ...
美调整昇腾有关表述;首个L4级智能体母体发布;最小自主双足机器人问世
Guan Cha Zhe Wang· 2025-05-20 00:58
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]
华为机器人生态链加速成型:超级代工厂曝光,五家核心供应商或迎爆发机遇
Sou Hu Cai Jing· 2025-05-20 00:01
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]
最小电动自主双足机器人问世
news flash· 2025-05-19 22:01
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]
Ekso Bionics Announces Reverse Stock Split
Globenewswire· 2025-05-19 20:30
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]