Domestic News - Shanghai is accelerating the application of robots in industries such as electronics, automotive, and equipment, focusing on high-risk and repetitive tasks to improve production efficiency and safety [6] - Guangdong encourages industries to purchase domestic satellite data and products, promoting satellite applications in aviation, maritime, and automotive sectors [7] - Heilongjiang will provide tiered subsidies for vehicle replacement starting August 23, with subsidies ranging from 5,000 to 11,000 yuan based on the new vehicle price [8] - Xiaomi expects to achieve profitability in its automotive division in the second half of the year, with a significant revenue increase of 234% to 21.3 billion yuan in Q2 [9] - Leap Motor has launched a night service covering 23 provinces and 37 cities to enhance after-sales service convenience [11] - Seres has received authorization for a collision unlock patent, which aims to improve vehicle door unlocking speed during accidents [12] - BYD has formed a strategic partnership with Finnish dealer Veho Group to enhance its sales and service network in Finland [13] - Deep Blue Automotive's joint venture with Star Semiconductor has officially commenced production, focusing on automotive-grade power semiconductors [14] International News - The U.S. will increase tariffs on over 400 products, including electric vehicle parts, imposing a 50% tariff on steel and aluminum components [15] - Tesla is expanding its Full Self-Driving (FSD) technology into Japan and Thailand, with testing already underway in Japan [16] - Ford and SK On's joint electric vehicle battery plant has officially started production in Kentucky, focusing on batteries for trucks and commercial vehicles [17] - In the Philippines, new vehicle sales saw a slight decline of 2.6% in July, with commercial vehicle sales increasing by 11% [18] Commercial Vehicles - Jiangling Motors has received international certification for its information security management system, marking its advancement in automotive cybersecurity [19] - Weishi Energy has launched a hydrogen fuel truck testing project in Brazil, collaborating with local universities for road testing [20] - The first batch of Mercedes-Benz eActros 600 electric trucks has been delivered across 15 European countries, establishing a strong presence in the zero-emission heavy-duty vehicle market [21] - Several regions in China have suspended subsidies for old freight trucks due to funding shortages, affecting 20 cities and counties [22]

想象一下，一个机器人正在陆地上爬行探索，遇到水域后直接下水，然后切换成游泳模式继续前进——这不是 科 幻 场 景 ， 而 是 上 海 交 通 大 学 研 究 团 队 最 新 研 发 的 多 模 态 两 栖 软 体 机 器 人 的 真 实 写 照 。 该 文 以 " A Multimodal Amphibious Robot Driven by Soft Electrohydraulic Flippers " 为题，在中国科技期刊卓越行 动计划二期英文梯队期刊 Cyborg and Bionic Systems 上发表。 原文链接： https://spj.science.org/doi/abs/10.34133/cbsystems.0253 这款机器人最大的亮点在于，它能够在陆地和水中环境之间自如切换，无需进行任何结构改造或重新配置。更 令人惊叹的是，它在2.1°C的低温水域到61.3°C的高温环境中都能保持运动能力，正常工作。 ▍ 软体电液驱动：两栖运动的核心秘密 这款机器人的核心技术是软电液执行器（Soft Electrohydraulic Actuator）。不同于传统的刚性机器人， 软体机器人具有更好 ...

机器人大讲堂近日获悉，集萃智造凭借领先的技术实力和多元化的产品布局，业务 获得了 跨越式增长， 2025年，在全球智能制造浪潮的推动下，有望 实现王者归来！ 这得益于集萃智造以全球化视野构建 "四维一体" 商业版图，市场渗透力与海外拓展能力彰显了强劲实力。同 时该公司以 长三角为核心 辐射进行全球布局 ， 会展营销 持续发力，品牌全球曝光度与影响力节节攀升。双 线渠道协同迸发活力，实现全球用户直达，持续扩容生态伙伴网络。 目前，集萃智造正以 "代理+直销+会展+生态合作" 的多元化模式，展现出行业领先的市场活跃度与销售攻坚 力，致力于加速从 "中国智造" 向 "全球智造" 跨越。 据悉，集萃智造的产品已远销全球 34＋国家及地区， 同时，为了完善服务体系，集萃智造还在波兰、捷克、 韩国、美国、匈牙利、西班牙、俄罗斯等 7国 建立了完善的海外服务中心，产品具备 10＋国 语言版本，旨 在为全球客户提供高效的本土化支持和快速的售后响应服务。 ▍ 产品矩阵： 技术领先驱动订单增长 在市场需求与产能扩张的双重推动下，集萃智造称主要得益于 两大核心产品 表现尤为突出。 1、 六轴协作机器人 ——柔性制造行业标杆 ▍ 销 ...

Core Insights - The 2025 Science and Technology Innovator Conference focuses on "Embodied Intelligence" as a new engine for industrial transformation, emphasizing the importance of hard technology commercialization and a comprehensive service model that addresses the challenges of transitioning from technology to product [1][5]. Group 1: Conference Overview - The conference will feature a one-day main forum covering topics such as "embodied intelligence," "humanoid robots," "computing power," "chips," and "core components" [5]. - Over 500 participants, including scientists, entrepreneurs, industry experts, and investors, will discuss the development paths following breakthroughs in critical technologies [5]. Group 2: Technological Trends - Embodied intelligence is emerging as a bridge between the virtual and real worlds, driving intelligent upgrades across various industries [3]. - The past year has shown a clear trajectory of advancement in embodied intelligence, with significant developments in AI brain integration and physical robotics capabilities [3]. - The potential for a unified market similar to the automotive supply chain is anticipated, which could reshape supply chain dynamics [3]. Group 3: Industry Transformation in China - China is transitioning from a "follower" to a "local leader" in hardware technology and is accelerating its software technology development in the field of embodied intelligence [4]. - The industry chain is undergoing deep restructuring, with upstream hardware components moving towards domestic production, midstream platforms becoming more accessible, and downstream users seeking customized solutions [4]. Group 4: Application and Innovation - The conference will unveil the "Top 10 Applications of Embodied Intelligence," creating a platform for demand-side propositions and technology solutions [6]. - High-end manufacturing and consumer technology sectors will collaborate to validate and promote the industrialization of embodied intelligence [5]. Group 5: Ecosystem and Collaboration - The event aims to build an innovative community with over 500 ecosystem partners from various industries, including high-end manufacturing and consumer services [8]. - A comprehensive media outreach strategy will ensure extensive coverage, engaging a wide audience through various channels [8].

Core Viewpoint - SpeedBot Robotics has successfully completed a billion-level B+ round financing, which will be used for further R&D of industrial embodied intelligence products and market expansion in the shipbuilding and lithium battery industries [1]. Group 1: Company Overview - SpeedBot Robotics was established in 2018, headquartered in Changsha, Hunan, with R&D centers in Shanghai and overseas branches in Germany, Singapore, the USA, and Canada [1]. - The company focuses on industrial embodied intelligence technology and systems, providing solutions for smart manufacturing, including embodied intelligent robots, intelligent measurement and detection equipment, and smart production lines [3]. Group 2: Technology and Products - The company has developed the Kunwu Industrial Intelligent Software Platform, which integrates cutting-edge technologies such as digital twins, low-code development, and industrial large models for one-stop production line design and development [5]. - SpeedBot has created the Xiangyun Industrial Quality Inspection AIOps platform, covering the entire process from AI model development to monitoring and operation, aimed at improving R&D efficiency and reducing delivery costs [5]. Group 3: Market Applications - SpeedBot has implemented large-scale solutions in heavy industry and automotive manufacturing, providing smart production line solutions for processes such as cutting, sorting, polishing, welding, and assembly [6]. - The company has developed several products for the automotive sector, including the MVM large-size high-precision multi-view measurement system and the SmartFit intelligent assembly system, achieving performance that meets or exceeds international standards [6]. Group 4: Recognition and Achievements - SpeedBot Robotics has demonstrated strong R&D and industrialization capabilities in the industrial intelligence field, receiving recognition as a national-level specialized and innovative "little giant" enterprise and leading several national and industry standards [8].

1、 韩国推出具有人类水平控制能力的全肌肉人形机器人 韩国机器人巨头 WIRobotics 在韩国科技大学机器人创新中心 (RIH) 推出了其首款通用人形机器人 ALLE X，其设计旨在利用其像人类一样对刺激做出反应的能力来处理多项任务，它拥有 15 个自由度 (DOF)， 可以实现逼真的动作和复杂的交互。即使没有战术传感器，它也能检测并响应小至 100 克力 (gf) 的力， 此外，ALLEX 还配备了从腰部到上身的重力补偿机制，能提供 40 N的指尖力。凭借这项创新，ALLEX 可以在不消耗过多能量或承受任何机械应力的情况下执行高负荷任务。ALLEX 也非常轻，其机械手重量 约为 700 克，肩部下置组件重量约为 5 公斤，它单手即可举起 3 公斤以上的重物，其强度重量比优于许 多重量超过 20 公斤的大型机器人。WIRobotics 打算将 ALLEX 打造为一个模块化平台，以便用户可以根 据应用部署机器人的不同部件。 2、 哈佛大学研究人员发明全新柔软可穿戴机器人设备 约翰· A·保尔森工程与应用科学学院 (SEAS)的研究人员与麻省总医院和哈佛医学院的医师科学家携手，升 级了他们的可穿戴机器人，使其 ...

Investment Rating - Industry Rating: Outperform the market [5] - Rating Change: Maintain [5] Core Insights - Dexterous hands are the core solution for humanoid robot end effectors, with current technology routes not converging and significant customization demands from downstream customers, giving an advantage to whole hand and module manufacturers [1][3] - Dexterous hands mimic human hands, integrating drive systems, transmission systems, and sensing systems, offering high flexibility but at a higher cost and lower reliability and maintainability compared to traditional grippers [1][3] - The report identifies three main trends in the development of dexterous hands: the coexistence of multiple technology routes, an increase in degrees of freedom and sensor usage, and the necessity for collaboration between manufacturers and external suppliers due to high R&D costs and long cycles [3][27] Summary by Sections Section 1: Dexterous Hands as Core Solutions - Dexterous hands are designed to flexibly manipulate objects and meet various operational needs, with Tesla's dexterous hand currently in its third iteration capable of performing complex tasks [13][15] - The key difference between dexterous hands and traditional grippers is the higher degree of freedom in dexterous hands, allowing for more complex grasping operations [1][19] Section 2: Core Systems of Dexterous Hands - The dexterous hand consists of three core systems: drive system, transmission system, and sensing system [27] - The drive system primarily includes electric, hydraulic, pneumatic, and shape memory alloy drives, with the electric drive being the mainstream solution [27][30] - The transmission system includes reducers, screws, and tendon systems, with planetary reducers and worm gearboxes being the most commonly used [27][46] - The sensing system comprises force/moment sensors, position sensors, and tactile sensors, which are crucial for providing feedback and enhancing the dexterous hand's functionality [27][75] Section 3: Development Trends of Dexterous Hands - The technology routes for dexterous hands are expected to remain diverse in the short term, with no convergence anticipated [3][92] - Future improvements in dexterous hands will likely include increased degrees of freedom and a rise in the usage of tactile sensors, which will enhance the overall value of the dexterous hand [3][92] - The high R&D investment and long development cycles necessitate collaboration between manufacturers and external suppliers, as dexterous hand development constitutes a significant portion of humanoid robot engineering [3][92] Section 4: Investment Recommendations - Companies such as Jiechang Drive, Longsheng Technology, Zhaowei Electromechanical, and Jiangsu Leili are highlighted for their potential in the dexterous hand market due to their innovative approaches and collaborations [8][4]

今日截至10:19，机器人ETF（562500）下跌0.40%，盘中一度翻红，盘面在有限区间内震荡洗盘， 小幅回调仍稳居五日均线之上，彰显十足韧性。成分股方面，华昌达领涨4.01%；夏厦精密领跌 5.40%，华辰装备、禾川科技跌幅超4%。流动性方面，盘中成交金额达5.78亿元，换手3.35%，市场交 投活跃，流动性充沛。规模方面，机器人ETF最新规模达173.50亿元，再创新高，远超同类可比基金。 消息方面，近日，视比特机器人宣布完成亿元级B+轮融资，本轮融资由一村资本旗下的比特淞灵 基金独家投资。本轮融资将用于工业具身智能产品的进一步深入研发，以及面向船舶和锂电行业的进一 步市场开拓。 中金公司表示，具身机器人行业进入迅速发展阶段，宇树等头部主机厂实现小批量出货、开始意识 到线缆的机械性能和使用寿命对于机器人本体的重要性；我们认为具身机器人线缆行业进入壁垒高、市 场潜力足，有望随头部主机厂同步放量，我们建议关注国内线缆厂配套成长机遇。 机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆盖人形机器人、工业 机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场 ...

Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Insights - The report highlights the implementation plan for "AI + Manufacturing" in Shanghai, aiming to integrate AI deeply into the manufacturing sector over three years, targeting 3,000 manufacturing enterprises for smart applications and establishing 10 benchmark smart factories [5][6] - The market size for AI applications in the manufacturing sector in China is expected to reach 14.1 billion yuan by 2025, with a growth rate of over 40% since 2019 [7] - The report emphasizes the transformation of manufacturing from product-centric to user-centric models, enhancing operational efficiency and meeting personalized consumer demands [7] Summary by Sections Industry Overview - The closing index level is 5445.3, with a 52-week high of 5445.3 and a low of 2805.53 [2] AI + Manufacturing Initiatives - The Shanghai government plans to promote AI integration in manufacturing, focusing on industrial software, humanoid robots, and smart consumer terminals [6] - Specific goals include developing industrial software capabilities, deploying humanoid robots in high-risk work environments, and upgrading AI consumer electronics [6] Market Potential - AI's impact on manufacturing is projected to reduce R&D cycles by approximately 20.7%, increase production efficiency by about 34.8%, and lower defect rates by around 27.4% [7] - The report indicates a shift towards flexible production to cater to individual consumer needs, marking a significant change in service models within the industry [7] Investment Recommendations - Suggested companies for investment include those in AI industrial software, robotics, and AI consumer terminals, such as Dingjie Zhishi, HanDe Information, and Xiaomi Group [8]

Group 1: Photovoltaic Industry - The Ministry of Industry and Information Technology (MIIT) is actively coordinating between power generation companies and local industries to enhance price transmission from manufacturing to power stations, emphasizing a market-oriented and legal approach to eliminate outdated production capacity [1] - The average bidding price for components from China Resources and China Huadian has increased by 5-8% month-on-month, while silicon material companies have proactively limited production, leading to a 10% decrease in silicon wafer inventory over two weeks [1] - The investment sequence indicates a tight supply of silicon materials in Q3, a premium for BC battery technology in Q4, and a simultaneous increase in both volume and price of auxiliary materials such as glass and adhesive films [1][2] Group 2: Solid-State Battery Technology - A breakthrough in solid-state battery technology has been achieved with the introduction of 5μm vapor-deposited lithium anodes, significantly reducing dendrite risk and achieving over 500 cycles with a capacity retention rate above 90% [3] - The cost of 5μm vapor-deposited lithium is projected to drop to 2 million yuan per GWh, compared to 4 million yuan for 20μm rolled lithium foil, indicating a substantial cost reduction in the industry [3] - The solid-state battery market could reach 50-100 billion yuan by 2030, driven by the demand for 100GWh of global solid-state battery production [3] Group 3: Robotics Industry - The T-Link Gen3 technology is reshaping the supply chain with a focus on lightweight materials, energy efficiency, and sensor integration, leading to a re-tendering of motors, reducers, and lead screws [4] - The use of PEEK materials has reduced costs by 30% compared to imports, and the new harmonic magnetic field motors have achieved a 50% reduction in size while doubling power density [5] - The 3D vision solution from Orbbec has a single machine value of 200 USD, and the company has passed factory audits [6] Group 4: Semiconductor and AI Models - The DeepSeek model has been upgraded to V3.1, expanding the context length from 64K to 128K, which is expected to increase demand for GPU memory and HBM [7] - The need for larger training clusters is anticipated to rise by 30%, benefiting semiconductor and storage manufacturers such as Cambricon, Haiguang, and Lanke [7] Group 5: Pharmaceutical Industry - Rongchang Biotech has licensed its ophthalmic drug RC28-E to Japan's Santen Pharmaceutical, marking a shift in domestic innovative drug licensing from popular fields like oncology to specialized areas with differentiated advantages [8] - This collaboration model provides a clear path for value realization in less popular biotech sectors through upfront payments, milestones, and sales sharing, enhancing cash flow and leveraging established commercialization channels [8] Group 6: High-Speed Rail Industry - The China National Railway Group has initiated its second batch of high-speed train tenders for the year, with 210 sets, marking a recent high and exceeding market expectations [9] - This move reinforces the trend of sustained railway investment recovery, with new construction and maintenance peaks positively impacting the performance certainty of core companies in the industry [9]