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首程控股联合万勋科技,赋能全国首个“机器人+”自动充电体验站落地成都
Ge Long Hui· 2025-08-20 04:15
近日,首程控股(0697.HK)与其被投企业万勋科技合作,于成都环贸ICD地下停车场推出全国首个向社 会公众全面开放的"机器人+"自动充电快闪体验站,并同步启动「全城放手充」互动体验活动。该站突 破技术瓶颈,实现不限车型的无感补能,标志着自动充电技术从封闭测试正式迈入规模化商业应用阶 段。 此次自动充电站的推出,不仅是技术展示,更是首程控股"资本+场景+技术"一体化模式的典型实践。 公司借助停车场景资源,推动高适应性机器人充电解决方案的规模化应用,一方面提升停车服务的科技 附加值和用户体验,另一方面也为未来智慧城市的服务型机器人基建打下基础。 公司表示,将继续利用自身在机器人行业中的产业资源与优势,推进机器人创新技术在停车、园区等场 景的规模化应用,强化其作为中国领先智能基础设施服务商的定位。 据了解,项目采用"仿生柔韧臂+具身AI"技术,以流体驱动和软材料仿生肌肉模拟人臂动作,结合多传 感器融合系统,保障在复杂光温条件下的稳定运作。该方案不仅安全性高、适应性强,还显著降低了部 署与运维成本,支持在多种商用场景中快速推广。 目前,体验活动仍在持续进行中,该充电站将长期面向公众开放,欢迎广大新能源车主前往试用体 ...
盛业(06069.HK):业绩符合预期 期待电商等新行业增长
Ge Long Hui· 2025-08-20 03:57
Core Insights - The company reported a slight decline in revenue for the first half of 2025, achieving 405 million yuan, a decrease of 7.1% year-on-year, while net profit increased by 23% to 203 million yuan [1] - The company's light asset strategy has led to a revenue decline, but it has strengthened its technology platform capabilities to meet the supply chain financing needs of small and micro enterprises [1][2] - The growth in net profit aligns with expectations, with adjusted net profit reaching 203.5 million yuan, a year-on-year increase of 22.6% [1] Revenue and Profit Analysis - Revenue from platform technology services reached 210.6 million yuan, a year-on-year increase of 37%, accounting for 52% of total revenue, up 14 percentage points [1] - Digital financial solutions revenue declined by 29.5% to 194.02 million yuan [1] Client and Funding Growth - The platform's cumulative client base grew to 19,128, an increase of 1,015 clients compared to the end of 2024 [2] - The platform has helped clients resolve 278 billion yuan in funding turnover, an increase of 29 billion yuan from the end of 2024 [2] - The number of funding partners increased by 31% year-on-year to 181, with a credit limit of 38.497 billion yuan, up 28% year-on-year [2] Supply Chain Asset and Industry Outlook - As of the end of the first half of 2025, the supply chain asset balance was 26.4 billion yuan, a year-on-year increase of 10.5% [2] - The company anticipates growth in the e-commerce and robotics sectors, having provided over 2.8 billion yuan in loans to e-commerce businesses [2] - A strategic partnership with Stand Robotics aims to enhance supply chain services and AI applications [2] Investment Rating - The company maintains a "buy" rating, with expectations for continued rapid growth in supply chain finance and fintech services [3] - Adjusted net profit forecasts for 2025, 2026, and 2027 are slightly lowered to 497.43 million yuan, 655.01 million yuan, and 821.54 million yuan, respectively [3] - Current stock price corresponds to a PE ratio of 22, 17, and 14 for the respective years, indicating attractive valuation and dividend potential [3]
前沿科技成果加速涌现 全链条保障让创新更有底气
Jin Rong Shi Bao· 2025-08-20 03:17
Group 1: Core Insights - The integration of artificial intelligence and robotics is rapidly reshaping industry dynamics, with significant innovations emerging in humanoid robots and other advanced technologies [1] - The Chinese government is actively promoting policies to support the development of the AI and robotics sectors, emphasizing the importance of technology insurance in mitigating risks associated with innovation [2][3] - Financial institutions are playing a crucial role in supporting the robotics and AI industries by providing capital and risk management solutions, which are essential for fostering innovation and growth [3][8] Group 2: Policy and Regulatory Framework - Recent policies, such as the "Guiding Opinions on Financial Support for New Industrialization," encourage insurance companies to develop various technology insurance products to safeguard manufacturing and data security [1][2] - The Ministry of Industry and Information Technology has outlined a clear direction for the development of humanoid robots and brain-machine interface products, indicating a strong governmental push for technological advancement [2] - Regulatory changes have been made to facilitate insurance capital's involvement in technology innovation, including easing restrictions on equity investments and allowing investments in strategic emerging industries [8][9] Group 3: Insurance Sector Innovations - The insurance sector is innovating by creating specialized products for the robotics industry, such as comprehensive liability insurance for robots, to address the unique risks associated with this field [3][7] - Various regions, including Chongqing and Guangdong, are implementing technology insurance frameworks to provide comprehensive risk coverage for tech enterprises, with significant amounts of risk protection already established [6][7] - The insurance industry is exploring new models that combine insurance with risk reduction and technology, enhancing the support provided to tech companies [6][10] Group 4: Investment Trends - Insurance funds are increasingly being directed towards supporting emerging industries, with a focus on long-term investments that align with the high-risk, high-reward nature of technology innovation [8][9] - Despite the growing investment in tech sectors, insurance investments in innovation remain below 5% of total assets, indicating room for growth and the need for further regulatory support [9][10] - The establishment of information-sharing platforms is proposed to enhance the connection between tech innovation projects and insurance capital, facilitating more effective investment strategies [10]
宇树科技公布新专利,可提高机器人复杂环境作业能力;我国首颗具备全极化业务化观测能力的商业SAR卫星发射成功丨智能制造日报
创业邦· 2025-08-20 03:09
块,可实现高质量在轨雷达成像和冰、海信息智能提取,并可与地面移动载具实现星地信息的双向互 联互通,大幅提升遥感卫星观测服务时效性。( 科创板日报) 更多智能制造产业资讯 …… 1. 【宇树科技公布新专利,可提高机器人复杂环境作业能力】天眼查App显示,8月19日,杭州宇树 科技股份有限公司申请的"基于多传感器数据融合的动态时空同步建图方法和系统"专利公布。摘要显 示,本发明属于环境感知技术领域。现有基于多传感器数据的建图方案,没有考虑传感器数据之间存 在时空偏差,导致传感器数据在进行融合时,会存在时空同步性不足的问题,影响了地图构建的精 度。本发明的基于多传感器数据融合的动态时空同步建图方法,通过构建点云畸变校正模块、传感器 时间对齐模块、动态目标感知模块、多地图融合模块,从而可以有效解决多传感器数据融合时的时空 同步性不足的问题,显著提升点云与图像的空间配准精度,有效提高动态场景的地图构建效果,使得 机器人能够对动态目标进行准确识别以及跟踪,提高机器人在复杂环境中的自主作业能力。(新浪财 经) 2. 【产出99.99997%超高纯氦气,我国天然气提氦技术取得新突破】安徽万瑞冷电科技有限公司自 主研制的"低温 ...
央视报道!哈工程最新研制成果“机器鱼”,4000米深海行动自如!
机器人大讲堂· 2025-08-20 02:14
Core Viewpoint - The article discusses the development and significance of a new soft-bodied underwater robot that utilizes innovative electro-hydraulic actuation technology, enabling it to operate effectively in extreme deep-sea environments, overcoming the limitations of traditional rigid robots [4][10][22]. Group 1: Technology and Innovation - The soft-bodied robot measures 32 cm in length, has an 18 cm wingspan, and weighs only 670 grams, showcasing exceptional adaptability to deep-sea conditions [1][7]. - Traditional rigid robots struggle in the deep sea due to high pressure and complex environments, making soft-bodied robots a more suitable solution due to their flexible structure and minimal environmental interference [3][4]. - The research team led by Professor Li Guorui from Harbin Engineering University has pioneered the use of electro-hydraulic actuators (EHA) for deep-sea soft-bodied robots, which do not rely on external pumps, thus allowing for a more compact and flexible design [4][10]. Group 2: Design Features - The robot features a wave-shaped tail for propulsion, buoyancy modules for stability, and an integrated optical sensing module for height adjustment, enabling it to monitor its distance from the seabed continuously [7][9]. - It incorporates a micro deep-sea optical sensing system that allows real-time perception of its motion and environmental targets, enhancing its operational capabilities in extreme conditions [9][10]. Group 3: Performance and Testing - The research team successfully tested the robot in various depths, including a deployment at 3176 meters in the South China Sea, where it demonstrated reliable maneuverability and sensing capabilities under extreme pressure and complex flow conditions [17][21]. - The robot's innovative design allows it to perform complex trajectory movements and low-disturbance detection, marking a significant advancement in deep-sea exploration technology [22][24]. Group 4: Future Implications - The development of this soft-bodied robot represents a breakthrough in deep-sea exploration, providing a powerful tool for marine scientific research, resource exploration, and environmental monitoring [22][10]. - The integration of artificial intelligence and robotics is expected to drive significant advancements in ocean development, making the ocean economy a vital growth point for coastal regions [22].
早盘直击 | 今日行情关注
沪指盘中再创新高后出现一定震荡,板块和个股表现分化。周二沪指盘中再次创出近期新高,但午 盘市场出现一定震荡,调整幅度比较有限,收盘沪指仍然位于 5 日均线之上。板块和个股表现分化,上 涨和下跌家数比接近 1:1,显示市场在当前位置存在一定分歧。目前市场沿着短期均线震荡盘升的态势 明确,上行趋势保持良好,不必对短期震荡过度担忧。由于上证指数已经正式突破 2024 年 11 月 8 日的 高点,因此判断自 2024 年四季度以来的横盘震荡已经告一段落,短期震荡对中期方向不会产生影响。 后市展望:上证指数已经突破过去 10 年以来的高点,短期震荡是正常现象。A 股自 2016年以来至 2025 年 8 月 15 日,上证指数最高点位为 2021 年的3731 点,目前指数已经突破该点位。过去 10 年以来 的高点有效突破预计需要循序渐进的过程,一蹴而就并不符合市场规律,因此短期震荡是正常现象。近 期各大行业催化剂较多,如雅鲁藏布江下游电站启动、H20 芯片可能恢复出口、机器人/低空飞行器获 得订单、世界人工智能大会、世界机器人博览会等,均令市场风险偏好明显上升,后市可以乐观一些。 热点板块:8 月科技方向的热度可能 ...
关注成交额及市场变化,及时调整应对策略
British Securities· 2025-08-20 01:47
Core Views - The report indicates that the A-share market is experiencing fluctuations, with the Shanghai Composite Index reaching a ten-year high before a slight pullback, suggesting a self-regulating behavior within the market [2][9] - There is a need to monitor market trading volume closely; maintaining above 2 trillion yuan indicates a strong market, while a drop below this threshold could signal a potential adjustment [3][4] - The overall medium-term trend remains positive, supported by macroeconomic recovery and favorable policies, although short-term volatility may increase [10] Market Overview - On the observed day, the A-share market showed mixed performance, with the Shanghai Composite Index closing at 3727.29 points, down 0.02%, and total trading volume reaching 25,884 billion yuan [5][11] - Key sectors that performed well included alcoholic beverages, pharmaceuticals, and real estate services, while sectors like insurance and electronic chemicals faced declines [5][6] Sector Analysis - The report highlights the growth in consumer stocks, particularly in the alcohol and healthcare sectors, driven by domestic consumption recovery and supportive policies [6][7] - The robotics sector, particularly actuator and humanoid robot concepts, has seen significant gains since early January, with a noted increase of over 60% in related stocks [7][8] Investment Strategy - Investors are advised to adopt varied strategies based on stock performance; those with strong fundamentals should be held, while those with excessive recent gains should have positions controlled to mitigate risk [10][4] - The report emphasizes the importance of rational investment behavior, especially in a "slow bull" market where volatility is expected [3][10]
万和财富早班车-20250820
Vanho Securities· 2025-08-20 01:46
Core Insights - The report highlights the rapid growth in the AI and manufacturing sectors, with specific initiatives launched in Shanghai and Guangdong to promote technological advancements [5]. - The DRAM market has reached a historical quarterly high, indicating strong demand and growth potential in the semiconductor industry [7]. - Several companies have reported significant financial results, showcasing both growth and challenges within their respective sectors [9]. Domestic Financial Market - The report notes a mixed performance in the financial market, with major indices experiencing slight declines despite a high trading volume of 2.59 trillion yuan [11]. - AI hardware stocks remain strong, with Industrial Fulian hitting a record high, while other sectors like military and insurance are undergoing adjustments [11]. Industry Latest Developments - OCP has announced the establishment of a light exchange project, with related stocks including Saiwei Electronics and Lingyun Optics [7]. - The report mentions breakthroughs in manned lunar exploration, with companies like Tianyin Machinery and Aerospace Electronics being highlighted [7]. Company Focus - Weilan Lithium Chip reported a total revenue of 3.727 billion yuan and a net profit of 333 million yuan, marking a 99.09% year-on-year increase [9]. - Zhifei Biological experienced a significant revenue drop of 73.06%, resulting in a net loss of 597 million yuan [9]. - Aimeike achieved a revenue of 1.299 billion yuan with a net profit of 789 million yuan, proposing a dividend of 12 yuan per share [9]. - Shengquan Group reported a revenue of 5.351 billion yuan and a net profit increase of 51.19% [9].
双融日报-20250820
Huaxin Securities· 2025-08-20 01:38
Market Sentiment - The current market sentiment score is 76, indicating a "relatively hot" market condition, which suggests increasing investor confidence and potential upward market trends [6][9][21]. Hot Topics Tracking - **Brain-Computer Interface**: The National Healthcare Security Administration has introduced a new pricing mechanism for innovative medical technologies, including a "brain-computer interface implantation fee," which is expected to accelerate clinical applications. Related companies include Innovation Medical (002173) and Weisi Medical (688580) [6]. - **Robotics**: The first World Humanoid Robot Games were held in Beijing, showcasing advancements in motion control and practical applications. Key companies in this sector include Wolong Electric Drive (600580) and Changsheng Bearing (300718) [6]. - **Logistics**: The State Post Bureau is addressing issues of "involution" in the express delivery industry and promoting high-quality development. The commercialization of unmanned logistics vehicles is also gaining traction, particularly in the "last mile" delivery segment. Relevant companies include Shentong Express (002468) and SF Holding (002352) [6]. Capital Flow Analysis - The top ten stocks with the highest net inflow of capital include Zhongyou Capital (104,664.78 million), Top Group (75,376.63 million), and Sichuan Changhong (67,103.27 million) [10]. - The top ten stocks with the highest net buy in financing include Zhongji Xuchuang (64,159.65 million), Runhe Software (55,810.88 million), and China Merchants Bank (44,884.94 million) [12]. - The top ten stocks with the highest net outflow of capital include Dongfang Caifu (-303,096.91 million), Changcheng Securities (-127,402.42 million), and Beifang Rare Earth (-119,591.95 million) [13]. Industry Performance - The top ten industries with the highest net inflow of capital include Food and Beverage (107,055 million), Home Appliances (92,327 million), and Banking (24,826 million) [16]. - The top ten industries with the highest net outflow of capital include Medical Biology (-177,083 million), Basic Chemicals (-244,101 million), and Media (-252,431 million) [17]. Financing and Margin Trading - Financing net buying indicates investor optimism, while excessive financing may signal speculative risks. Conversely, margin selling reflects pessimism and potential for significant losses if market conditions reverse [22].
【点金互动易】机器人+液冷+商业航天,公司参股企业六维力传感器实现量产,液冷产品广泛用于3C等多个领域
财联社· 2025-08-20 01:09
Group 1 - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations [1] - The company Six Dimensions Sensor has achieved mass production of liquid cooling products, which are widely used in various fields including 3C [1] - Six Dimensions Sensor has strategic cooperation with Super Fusion in the liquid cooling product sector [1] Group 2 - The commercial aerospace clients of Six Dimensions Sensor include Blue Arrow and Starry Glory [1]