0:00 了吗？ 现在中国的机器人都已经这么牛逼 ...

深圳新闻网2026年2月6日讯（深圳商报记者 谢惠茜）2月6日上午，随着卓正医疗、大族数控在港股敲钟上市，宣告深 圳迎来了里程碑时刻：全市上市公司总量突破600家大关，其中，境内上市公司426家，境外上市公司174家。 600家上市公司，构成了一座城市经济无比生动的"基本盘"和"晴雨表"。截至2026年1月末，深圳上市公司总市值超19 万亿元，稳居全国大中城市第二位。600家上市公司的构成，清晰地映照出深圳经济结构的韧性与高度。境内上市公 司在"十四五"期间增长超35%，龙头企业的牵引力与辐射力日益增强。 更为引人注目的是"新面孔"所蕴含的产业风向标意义。其中，北芯生命作为科创板医疗器械第五套上市标准重启后 的"首例"，大普微以未盈利之身闯关创业板成功，惠科股份率先试水深市主板第二套上市标准……这些"首单""首 家"不仅是企业的荣光，更是深圳积极拥抱资本市场改革、精准对接前沿科技创新脉搏的缩影。从市值突破千亿的"智 能影像第一股"的影石创新，到重新定义"AI具身家庭机器人"第一股的卧安机器人，再到光伏储能"双龙头"的首航新 能源、国产半导体设备细分冠军矽电股份，乃至开启传统茶业资本化新篇的"高端中国茶第一股" ...

1.【优必选无人物流车赤兔α在富士康郑州工厂正式下线】2月4日，优必选旗下智慧物流子公司UQI 优奇无人物流车Chitu赤兔α在位于郑州的富士康新能源汽车研发中心完成首批PVT（Production Validation Test）车辆的正式下线。PVT阶段是车辆量产交付能力的关键验证环节，用于验证量产条 件下的制造一致性、过程稳定性与质量可追溯能力。在富士康车规级智造体系下，本次生产覆盖整车 装配、检测与下线交付的完整闭环，为下一阶段Chitu赤兔α量产爬坡与批量交付奠定基础。（IT之 家） 2.【英特尔与香港科技大学共建联合实验室】2月5日消息，香港科技大学与英特尔宣布成立"香港科 技大学-英特尔联合实验室"。该实验室将开展为期三年的研究计划，重点探索高能效近存计算架构， 以应对人工智能应用在性能与能效方面的挑战。通过软硬件协同设计创新，双方旨在为智能设备与可 持续人工智能系统的未来发展提供技术参考。（新浪科技） 3.【特斯拉陶琳：2025年上海超级工厂交付量达特斯拉全球交付量一半以上】特斯拉公司副总裁陶琳 发微博表示，2025 年，上海超级工厂交付量达到了特斯拉全球交付量的一半以上，储能超级工厂的 产能 ...

近年来，国家多地市积极出台制造产业相关政策，以推动制造业高质量发展。多地市通过财政奖补、贷款贴息等 措施，支持企业扩大有效投入、提升创新能力，构建起"技术创新—产业生态—制度保障"三位一体的政策体系。 在成都市，政府以培育新质生产力为核心，统筹推进智能制造与工业4.0建设，聚焦高端装备制造与装备制造业创 新，加大专精特新企业培育力度。 工业具身智能是指将人工智能与机器人技术深度融合，使机器具备感知、决策、执行能力，并通过物理实体与工 业制造环境实时交互，实现自主适应复杂生产任务、提升智能化水平的系统。在成都加速构建全国先进制造业基 地的战略布局中，仁新机器人凭借其"市级企业技术中心"资质，成为成都机器人产业升级的关键推动者。根据成 都市《关于促进机器人产业高质量发展的若干政策措施》，获评市级技术中心的企业需在研发投入、技术成果转 化、产业链协同等方面达到行业领先水平，这一资质不仅是对仁新机器人核心技术实力的权威认证，更使其成为 政策红利优先覆盖对象。 例如，仁新通过技术中心平台联合电子科技大学等科研力量，成功突破多模态感知与自适应决策算法瓶颈，其研 发的工业协作机器人重复定位精度达毫米级，达到国际先进水平，直 ...

Core Viewpoint - The company, Geek+, has been officially included in the Hong Kong Stock Connect, marking a significant milestone in its capital market journey and is expected to attract southbound capital, enhancing its growth valuation as a leader in AI and robotics [1][2] Group 1: Company Developments - On February 5, 2025, Geek+ announced a total order value of 4.137 billion yuan, representing a year-on-year growth of 31.7% [1] - Since its listing, Geek+ shares have risen from the issue price of 16.80 HKD to a peak of 33.38 HKD, nearly doubling in value and leading the Hong Kong robotics sector [1] - The company has expanded into emerging markets such as Latin America and Eastern Europe, achieving significant order wins, including over 600 million yuan in Latin America and nearly 500 million yuan in Eastern Europe [1][2] Group 2: Industry Insights - Geek+ has successfully penetrated the food and beverage sector, securing a 200 million yuan project with a global food and beverage giant, highlighting the strong demand for logistics automation in this high-frequency, essential industry [2] - The company has deepened strategic partnerships with key clients, including a major e-commerce player that has committed to purchasing several hundred million yuan worth of products and services annually [2] - Analysts predict that Geek+ will achieve adjusted profitability in the fiscal year 2025 and enter a phase of scaled profitability by 2026, with significant growth in orders from core markets like the U.S. [2]

Core Insights - Geek+ has officially entered the Hong Kong Stock Connect, marking a significant milestone in its capital market journey and is expected to attract southbound capital, enhancing its growth valuation as a leader in AI and robotics [1][2] Group 1: Market Position and Capitalization - The inclusion in the Hong Kong Stock Connect is a key breakthrough for Geek+ post-listing, broadening its investor base and significantly improving stock liquidity [2] - Since its listing, Geek+ has shown strong stock performance, with its price rising from HKD 16.80 to a peak of HKD 33.38, reflecting an increase of over 98% [2] Group 2: Business Performance and Growth - Geek+ achieved a total order amount of RMB 4.137 billion in 2025, representing a year-on-year growth of 31.7%, driven by regional expansion, industry deepening, and customer development [3][4] - The company has successfully entered emerging markets such as Latin America and Eastern Europe, with significant order wins, including over RMB 600 million in Latin America and nearly RMB 500 million in Eastern Europe [3][4] Group 3: Strategic Partnerships and Client Development - Geek+ has established strategic partnerships with key clients, including a global e-commerce leader, committing to multi-billion RMB orders annually, enhancing long-term value and cash flow stability [4] - The company’s solutions have become deeply integrated into clients' supply chains, showcasing high stickiness and irreplaceability [4] Group 4: Future Outlook and Profitability - Major institutions are optimistic about Geek+ entering a phase of scalable profitability, with projections indicating potential profitability in the 2025 fiscal year and significant earnings growth by 2028 [6][7] - The opening of the Hong Kong Stock Connect is expected to attract more long-term capital, supporting Geek+'s global expansion and solidifying its position as a leading player in the AI robotics sector [7]

【机器人概念震荡回升 五洲新春涨停】智通财经2月6日电，机器人概念盘中震荡回升，五洲新春涨 停，天奇股份、福莱新材、百达精工、万向钱潮、方正电机等纷纷跟涨。消息面上，马斯克表示，公司 将把位于加州弗里蒙特工厂中原本用于生产Model S与Model X的产线，转为Optimus人形机器人专用制 造设施。 转自：智通财经 ...

Core Viewpoint - Geek+ has officially been included in the Hong Kong Stock Connect, marking a significant milestone in its capital market journey, with a projected total order value of 4.137 billion yuan for 2025, representing a year-on-year growth of 31.7% [1] Group 1 - The company was included in the Hang Seng Composite Index on December 8, 2025, indicating strong market recognition [1] - Following the lifting of the lock-up period on January 9, the company's stock price showed resilience, increasing from the issue price of 16.80 HKD to a peak of 33.38 HKD on January 23, reflecting a rise of over 98% [1] - The inclusion in the Stock Connect is expected to attract southbound capital, enhancing the stock's liquidity and supporting its high-growth valuation in the AI and robotics sector [1] Group 2 - Multiple institutions have positive outlooks on Geek+'s future, with China Merchants Securities predicting adjusted profitability in the fiscal year 2025 and a transition to scalable profitability by 2026 [1] - Daiwa Securities noted rapid order growth in key markets like the U.S., with significant technical barriers to replication, supporting gross margin expansion in 2026 [1] - Bank of America forecasts that the company will achieve profitability in 2025, with earnings per share expected to grow by 55% year-on-year by 2028 [1]

其中，典型应用场景清单以10项标杆案例，为场景创新实践提供"光谷样板"。该清单聚焦系统性创新和 新兴业态培育，推出湖北人形机器人创新开发应用平台、光谷空轨沉浸式智慧文旅项目、低空共享无人 机应用示范平台、"文明一万年"元宇宙应用等10项标杆案例，致力于为各方伙伴搭建一个开放共享、合 作共赢的创新发展生态。 需求场景清单以120项多层次需求，为创新提供"应用土壤"。该清单涵盖系统部署、产业链开放、国企 场景释放及多元主体共建等类型，包含低空经济运营、人形机器人、智慧交通、城市"一网统管"等120 项场景需求，为新技术新产品新模式在光谷开展测试验证、首试首用，提供精准落地的"实践舞台"。 图为新闻 发布会现场。 东湖高新区供图 据介绍，光谷2026年首批场景清单紧扣"新领域新赛道、产业转型升级、行业领域深度应用、创新社会 治理、丰富民生领域"五大重点方向，包含10项典型应用场景、120项需求场景、270项供给场景。 中新网武汉2月6日电 (曾宪雯 王梦媛)武汉东湖高新区(又称"中国光谷")5日发布2026年首批400项场景清 单，旨在打通创新成果转化的"最后一公里"，以场景应用为牵引，赋能产业高质量发展。 供给场 ...

2月6日，A股三大指数集体低开，沪指下跌35.62点，跌幅0.87%报4040.30点，深成指下跌151.68点，跌 幅1.09%报13801.03点，创业板指下跌37.39点，跌幅1.15%报3222.88点，上证50下跌31.84点，跌幅 1.04%报3027.17点；A股中药（核心股）板块盘初走强，特一药业、盘龙药业双双涨停，生物谷涨超 16%，康缘药业、维康药业、陇神戎发、粤万年青等个股跟涨；退税商店板块连日走强；黄金概念（核 心股）股集体低开，湖南白银（核心股）、兴业银锡、盛达资源、白银有色跌停，豫光金铅跌超9%， 中国黄金、晓程科技等多股低开。 盘面上，市场焦点股横店影视（核心股）（6天5板）高开4.86%，并购重组的民爆光电（创业板4板） 低开1.95%、韩建河山（3板）竞价涨停、凯龙高科（创业板2板）竞价涨停，房地产（核心股）板块京 投发展（3板）平开，AI应用端的天地在线（14天7板）低开0.30%、遥望科技（4天2板）低开5.97%， 零售股茂业商业（5天3板）高开0.26%、杭州解百（2板）高开。 公司动态： 光模块放量、重大资产重组（核心股）与立案调查交织 新易盛：1.6T光模块进入持 ...