（编辑 丛可心） 证券日报网讯 1月14日，蓝思科技在互动平台回答投资者提问时表示，公司已构建起具身智能核心部件 到整机组装的垂直整合制造平台，产品从整机组装到液态金属、铝镁合金结构件、六维力传感器、头部 模组、关节模组和灵巧手等核心零部件与模组。目前已为国内外多家头部机器人客户批量交付人形机器 人、四足机器人整机和头部模组、关节模组、灵巧手、结构件等，组装出货规模位居行业前列。近期已 确定成为北美头部机器人客户首批核心供应商，头部模组已通过客户认证，结构件等正在认证中。 ...

格隆汇1月14日丨机器人(300024.SZ)公布，财务部门初步测算，预计2025年年度归属于上市公司股东的 净利润为负值，公司2025年年度经营业绩将出现亏损。公司将严格遵循《深圳证券交易所创业板股票上 市规则》等相关规定，加快推进财务核算工作，尽快披露2025年年度业绩预告。最终财务数据请以公司 正式披露的2025年年度报告为准。 ...

人民财讯1月14日电，机器人（300024）1月14日公告，公司财务部门初步测算，预计2025年度归属于上 市公司股东的净利润为负值，公司2025年度经营业绩将出现亏损。 ...

Core Insights - The company has established a vertically integrated manufacturing platform that encompasses core components to complete assembly of humanoid and quadruped robots [1] - The company has successfully delivered humanoid robots, quadruped robots, and various core modules and components to multiple leading robot clients both domestically and internationally [1] - The company has recently been confirmed as a core supplier for a leading North American robot client, with head modules already certified and structural components undergoing certification [1] Product and Manufacturing - The product range includes complete assembly, liquid metal, aluminum-magnesium alloy structural parts, six-dimensional force sensors, head modules, joint modules, and dexterous hands [1] - The assembly and shipping scale of the company ranks among the top in the industry [1] Client Relationships - The company has established relationships with several top-tier robot clients, indicating strong market demand and recognition [1] - The certification of head modules by a North American client highlights the company's capability and reliability in meeting client standards [1]

新京报讯(记者姜慧梓)在1月14日举行的国新办新闻发布会上，海关总署公布数据，2025年，我国智能 机器人在海外大显身手，搬运机器人、焊接机器人出口增速均达到6成以上。 海关总署副署长王军表示，世界贸易组织有关报告认为，去年上半年全球人工智能相关产品贸易增长约 2成，以六分之一的贸易比重贡献了超过4成的全球贸易增量。按照报告的产品口径初步测算，2025年我 国人工智能相关产品贸易趋势与全球基本同步，呈现出蓬勃发展的态势。 "我国的智能机器人不仅会跳舞、跑马拉松、打太极拳，同时也是高效生产的'代名词'。"王军表示，搬 运机器人搭载了视觉系统和算法，可以智能避开障碍物；焊接机器人能够自动扫描建模，计算最优的焊 接方案。这两种机器人在海外基建、交通等大型项目建设中大显身手，去年出口增速都在6成以上。智 能手表、智能玩具等智能穿戴设备去年畅销170多个国家和地区，受到欢迎。 此外，随着我国智能驾驶技术发展迅速，激光雷达进口增长超过2成，人工智能算力需求旺盛，电脑零 部件进口增长20%。同时，我国出口应用于高端显卡领域的光收发模块增长近6成，大型变压器、储能 电池等电工器材出口增长18.8%。 ...

Core Insights - The article discusses the increasing adoption and significance of laser welding robots in various industries, including automotive, aerospace, electronics, and medical devices, highlighting their efficiency and quality improvements in production processes [1][10]. Group 1: Overview of Laser Welding Robots - Laser welding robots are advanced automated welding devices that combine modern laser technology with industrial robotics, enabling precise, efficient, and high-quality welding operations [1][2]. - The market for laser welding robots in China is projected to exceed 2,300 units in both 2023 and 2024, indicating a growing trend in their adoption [1][11]. Group 2: Sales and Market Structure - The market is dominated by arc and spot welding robots, which account for approximately 90% of the market share, while laser welding robots are expected to represent about 4.6% of the market by 2024 [8]. - In 2022 and 2023, China exported 8,259 and 6,973 laser welding robots, respectively, but exports are expected to decline to 1,003 units in 2024 due to global economic pressures and ongoing trade frictions [11]. Group 3: Import and Export Dynamics - In the first 11 months of 2025, China imported 10 laser welding robots with an import value of $1.844 million, indicating a decline in imports as domestic production capabilities improve [11]. - The average import price of laser welding robots in 2025 was $184,400 per unit, significantly higher than the export average of $14,700 per unit, suggesting that imports are primarily high-end products while exports consist of lower-value robots [11][12]. Group 4: Export Markets and Trends - In 2025, China successfully exported laser welding robots to 43 countries, with Kazakhstan receiving 452 units (37.6% of total exports) and Poland receiving 320 units (26.3% of total exports) [12][13]. - The top three export markets by value were Brazil ($4.072 million), Vietnam ($2.693 million), and the United States ($2.046 million) [13]. Group 5: Industry Development Trends - The laser welding robot industry is evolving towards greater intelligence, performance enhancement, and industry chain integration, with a focus on AI and IoT technologies [11]. - As domestic companies increase R&D investments, the competitiveness of Chinese laser welding robots is expected to improve, along with a rise in the industry’s localization rate [11].

Core Insights - The Ministry of Civil Affairs and seven other departments have jointly issued measures to cultivate the elderly care service sector and promote the silver economy, focusing on brand development and technological innovation [2][3][4] Group 1: Policy Measures - The measures include 14 specific initiatives aimed at enhancing the operational vitality of elderly care service providers and promoting structural reforms in supply [2] - Emphasis is placed on brand building, with support for brand creation, protection, and promotion to foster well-known brands in the elderly care sector [2] Group 2: Market Optimization - The measures aim to optimize the supply of elderly care services and age-friendly products, encouraging community-based home care through chain operations [3] - Support is provided for e-commerce platforms and large supermarkets to enhance the connection between supply and demand in elderly care services [3] Group 3: Technological Empowerment - The initiative promotes the integration of big data, artificial intelligence, and other technologies into elderly health monitoring and personalized services [3][4] - Development of elderly care robots and smart devices is encouraged, with a focus on improving the service experience for the elderly [3][4] Group 4: Industry Development - The Ministry of Industry and Information Technology will focus on the deep integration of new information technologies with elderly care services, addressing the pain points of elderly living [4] - Key areas for development include elderly care robots, age-friendly clothing, and easy-to-swallow food products [4] Group 5: Business Development - The Ministry of Commerce will focus on five areas, including the development of home care services for the elderly and creating platforms for supply-demand matching in elderly care [5] - Efforts will be made to create new consumption scenarios for elderly care and foster an open cooperative environment [5]

Core Insights - Nanjing's manufacturing sector is experiencing a surge in orders and production as companies strive to meet increasing demand, with a focus on efficiency and innovation [1] - Companies like Tianga and Runqiang are successfully expanding their market presence both domestically and internationally, showcasing their competitive advantages through technological advancements [1] Group 1: Company Performance - Tianga recently secured an order worth over 5 million yuan for cooling units to be used in a government building in Turkmenistan, highlighting its competitive edge in energy efficiency [1] - Runqiang's orders for January are estimated between 14 million to 15 million yuan, with a target sales goal of 150 million yuan for the year, reflecting strong demand from major clients [1] - Nanjing Zhixin Electric has over 30 million yuan in orders and plans to move into a new facility to accommodate growth, aiming for a sales target of 140 million yuan by 2025 [1] Group 2: Market Expansion - Tianga is expanding its market reach in Central Asia and Eastern Europe, with significant projects in countries like Uzbekistan and Hungary, indicating a robust international strategy [1] - Jicui Intelligent Manufacturing has received numerous orders from countries including Singapore and France, demonstrating its global appeal and the demand for its collaborative robots [1] - The company is constructing a new industrial base to meet the increasing production needs, with plans to produce nearly 10,000 collaborative and intelligent robots annually [1] Group 3: Technological Innovation - Tianga's introduction of an "economic device" in its cooling systems has improved energy efficiency by nearly 10%, outperforming competitors by 3-5% [1] - Runqiang leverages patented technologies in automotive and appliance components, contributing to its sales growth from over 10 million yuan in 2019 to 130 million yuan in 2025 [1] - Jicui Intelligent Manufacturing's new facility will enhance production capabilities and foster innovation in robotics, aligning with the industry's shift towards high-end manufacturing [1]

证券日报网讯1月13日，曼恩斯特（301325）在互动平台回答投资者提问时表示，公司业务不存在重大 变化，仍在持续推进机器人相关业务开发，具体情况请以公司官方信息为准。新业务发展存在较大不确 定性，特此提醒广大投资者注意投资风险。 ...

Group 1 - The company, Lichung Group (300428.SZ), plans to establish a robotics company in Shanghai [1]