公开信息显示，11月27日，银河通用完成股改，公司名称从"北京银河通用机器人有限公司"变更为"北 京银河通用机器人股份有限公司"，市场主体类型从有限责任公司（外商投资、非独资）变更为股份有 限公司（外商投资、非上市）。 （文章来源：每日经济新闻） 12月9日，有市场消息称国内人形机器人独角兽银河通用正在筹备赴港上市，并称银河通用上市已经筹 备数月，预计明年一季度交表。 对此，银河通用相关负责人对《每日经济新闻》记者表示："以上信息不属实，公司股改是为了满足后 续正常融资需求，引入新的一级市场投资人。" ...

Group 1 - The core point of the article is that Lichong Group has signed a procurement agreement with Beijing Weijing Intelligent Technology Co., Ltd. for humanoid robot components, with a total expected contract value of approximately 75 million RMB [2] - The agreement specifies that Weijing Intelligent will purchase 5,000 sets of processing components from Lichong Group during the cooperation period [2] - The contract is set to last until December 8, 2025, indicating a long-term partnership between the two companies [2]

0:00 2025年钦州"蚝情节"正在广西钦州举行。在活动现场，水下机器人的表演赢得阵阵喝彩。这些"向海"机 器人具有深海勘探、海上巡查、水下监测等功能，可以当"生蚝养殖户"，还能给红树林当"护林员"，为 航道堤坝当"安全员"，给孩子们当"研学老师"。 记者：黄凯莹、赵欢 新华社音视频部制作 目前，钦州大蚝养殖面积达12.8万亩，2025年产量预计突破33万吨，产值超40亿元，带动近10万人就 业。机器人能为当地大蚝产业提供的助力，当然不是简单地采大蚝。勤劳的人们把大海的馈赠变成了可 持续发展的底气，而AI的赋能，又为这份底气注入了数字化的无限可能。 ...

而在工业制造这个追求精准和效率的竞技场中，焊接工序始终扮演着关键，却令人头疼的角色 ：要靠大量人工作业、焊接质量时好时坏、工人还得在高温、高辐射 的恶劣环境里作业。与此同时，小批量、多品种的柔性生产趋势日益明显，传统焊接机器人依赖人工示教编程、调试周期长的弊端愈发凸显，往往一台机器人完成 工序切换需耗费数天时间，已成为成为制约制造业智能化升级的 "卡脖子"环节。 面对如此困境 ，技术创新 往往 成为破解困局的唯一路径。 当众多企业仍在传统自动化技术的框架内修修补补时，一家深耕工业视觉与机器人智能领域的企业 —— 视比特机器人，正以 "工业具身智能"为核心逻辑，推出 SpeedWeld智能焊接解决方案 ，从感知、决策、执行三个维度重构焊接自动化体系，为行业 注入新的动力 。 ▍ 视比特的 破局之路：从 "被动执行"到"主动应对" "焊接行业的痛点本质 ， 是传统机器人缺乏对复杂环境和多样化工件的感知能力，更不具备自主决策与自适应调整的智能，只能被动执行预设程序。 " 有行业专家 这样认为。 在这轮 AI+ 机器人 掀起的 的 科技 浪潮中，可能没有比工业制造更适合改造的场景了。 而 视比特提出的 SpeedWe ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：公司公告及券商研报均确认，通过合资公司'深圳科 盟'布局机器人谐波减速器业务，并正在拓展人形机器人客户。请问： 1. 深圳科盟是否已向任何人形机 器人客户（包括媒体报道的众擎机器人等）实现批量供货或送样验证？ 2. 该合资公司目前的产能利用 率和下半年出货指引如何？ 科达利（002850.SZ）12月8日在投资者互动平台表示，公司子公司科盟创新人形机器人相关业务与国内 外客户均有对接，以送样为主，未来将根据客户需求，动态优化战略布局。该业务目前尚处于发展初期 阶段，相关收入占比较低，敬请投资者理性投资，注意投资风险。 ...

湘江之畔论创新，岳麓山下话创业。12月6日，长沙市第二十二届"岳麓山杯"大学生创新创业大赛 决赛火热开赛，50所市内外高校的青年创客齐聚星城，带着硬核技术、奇思妙想同台竞技。 与往届不同的是，今年赛事进行了全新升级，不仅首次向市外、省外、境外项目敞开大门，更精心安排 了长沙CityWalk（城市体验）等活动。路演台上，参赛选手们激烈角逐、赛出风采；产业园区里，大家 放松身心、感受创新活力。有选手在赛后发出感慨："创业没有想象中那么难。""以后新项目要落地， 首选是长沙。" 赛事能级提升，本土硬核项目大放异彩 长沙市第二十二届"岳麓山杯"大学生创新创业大赛于今年9月启动。经过层层选拔，共有48个项目脱颖 而出，站上决赛舞台，其中研究生组18个、本科生组18个、专科生组12个。 在现场感受到的第一个变化，就是赛事能级有新提升。市委全面统筹大学生创新创业工作，大赛由市委 人才办、市委科技办共同举办，重量级创投机构、创业导师、科技成果转化服务机构、孵化器等悉数参 与，全力推动创新、人才、产业、资金"四链"融合。 "我国高精度面齿轮95%依赖进口，我们的目标就是要打破技术壁垒，研发生产属于自己的高端产 品！"项目负责人 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 美的作为国内率先从事VLA相关技术研究的企业，近期正式推出了六臂轮足式人形机器人，形态让人一眼想起了美杜莎hhh。 12月5日，在"2025粤港澳大湾区新经济发展论坛暨21世纪科技年会"上，美的集团副总裁兼首席技术官（CTO）卫昶在主题演讲中首次正式披露超人形机器人MIRO U。 MIRO U作为行业首创的六臂轮足式人形机器人，核心技术体系自主研发构建，可实现稳定升降与360度原地转体，以及机械臂高精度灵活控制，同时执行器支持末 端多类模组的快速切换，形成多维度协同作业系统。 为什么是这种构型？作为一直关注工业制造领域的企业，美的一直想要重点突破工业场景下的作业效率，这也被认为是人形机器人落地的关键。 全平台服务米啦! 保姆级 具身智能方向论文辅导来啦! 我们提供的辅导服务 顶会 / 顶刊 / SCI / EI / 中文核心 毕业论文 / 申博辅导 ...

Group 1: New Stock Offerings - Two new stocks are launching for subscription today: Chuangye Ban Nachuan with an issue price of 22.63 yuan per share and a price-to-earnings ratio of 28.7 times, with a subscription limit of 6,500 shares. The company focuses on thermal management products for new energy vehicle power batteries, with major clients including CATL [1] - The second stock, Kexin Co., has an issue price of 51.66 yuan per share and a price-to-earnings ratio of 60.27 times, with a subscription limit of 4,500 shares. The company is recognized as a national champion in the manufacturing of front-end optical communication chips, with products widely used in optical modules [1] Group 2: Policy Developments - The China Securities Regulatory Commission has announced the implementation of the "Securities Settlement Risk Fund Management Measures," effective today. This measure aims to enhance the infrastructure of the securities market and improve market operational efficiency [1] Group 3: Industry Conferences - The 2025 Integration of Informatization and Industrialization and Digital Transformation Conference will be held from December 8 to 9 in Shenyang, Liaoning, focusing on trends in digital transformation [1] - Concurrently, the 2025 Artificial Intelligence + Future Industry Development Conference will explore the integration paths of artificial intelligence technology with various industries [1] Group 4: International Events - The 7th United Nations Environment Assembly in Kenya is scheduled for December 8 to 12, highlighting environmental issues as a global focus [2] Group 5: Corporate Developments - Zhiyuan will hold a ceremony today for the mass production of its 5,000th general-purpose embodied robot, marking a significant advancement in the industrialization of robotics [2] - Naxinwei's H-shares are expected to be listed on the Hong Kong Stock Exchange today, providing new investment opportunities for investors [2] Group 6: Market Conditions - A total of 107.6 billion yuan in 7-day reverse repos will mature today, indicating a need to monitor market liquidity conditions [2] - A new round of domestic refined oil price adjustments is set to begin, which will impact related sectors [2] Group 7: Economic Data Release - Important economic data, including the Eurozone's December Sentix Investor Confidence Index, will be released today, serving as a reference for market economic performance [2]

Market Performance - The A-share automotive sector rose by 1.4% from December 1 to December 7, outperforming the CSI 300 index which increased by 0.5% [1] - Within the automotive sub-sectors, commercial passenger vehicles, automotive parts, motorcycles and others, automotive services, commercial freight vehicles, and passenger vehicles saw increases of 4.7%, 1.9%, 1.9%, 0.7%, 0.6%, and 0.2% respectively [1] Investment Recommendations - Recommended core stocks include Geely Automobile, Xpeng Motors, BYD, Bertel, Top Group, New Spring Co., Hu Guang Co., and Chunfeng Power [2][9] - For passenger vehicles, focus on quality autonomous brands accelerating in intelligence and globalization, recommending Geely, Xpeng, BYD, Xiaomi Group, and others [5][11] - In the parts sector, recommended companies include Bertel, Horizon Robotics, and others focusing on intelligent driving and smart cockpits [5][12] Robotics Industry Insights - The Trump administration is shifting focus to accelerate the robotics industry, with plans for administrative orders and the establishment of a robotics task force [3] - Tesla's production progress and technology iterations remain a core focus, with domestic robotics manufacturers like Yushutech expected to enter the IPO stage soon [3][16] - Investment in robotics is seen as a catalyst for growth, with a focus on hardware segments showing significant marginal changes [3][16] Strategic Investments - China FAW Group completed a strategic investment of over 3.6 billion yuan in Shenzhen Zhuoyu Technology, becoming its second-largest shareholder, aimed at enhancing its competitive edge in intelligent driving [4][10] - The investment is part of a dual-track strategy focusing on core technology self-research and ecosystem co-construction [4][10] Motorcycle Market Trends - The large-displacement motorcycle market is expanding rapidly, with significant sales growth in the 500cc to 800cc segment, showing a year-on-year increase of 128.7% [22][24] - Recommended leading companies in this segment include Chunfeng Power and Longxin General [22][24] Heavy Truck Market Dynamics - The heavy truck market saw sales of approximately 93,000 units in October 2025, a year-on-year increase of about 40% [25][26] - The expansion of the vehicle replacement subsidy policy is expected to stimulate demand for new purchases [25][26] Tire Industry Outlook - The tire industry is experiencing a global expansion, with a focus on smart manufacturing capabilities and product structure optimization [27][28] - Recommended companies in the tire sector include Sailun Tire and Senki Lin [29]

北京商报讯（记者 陶凤 王天逸）12月6日，美的集团官方发文称，在近期举行的"2025粤港澳大湾区新 经济发展论坛暨21世纪科技年会"期间，首次正式披露超人形机器人"美罗U（MIRO U）"。 据介绍，该产品为行业首创的六臂轮足式人形机器人，美的集团副总裁兼CTO卫昶在21世纪科技年会上 披露，作为美的人形机器人家族的第三代产品，美的超人形机器人美罗U核心技术体系由美的集团完全 自主研发构建，可实现稳定升降与360度原地转体，以及六条仿生人形机械臂高精度灵活控制，同时执 行器支持末端多类模组的快速切换，形成多维度协同作业系统。 美的集团称，美罗U将于今年年底进入无锡双高端洗衣机工厂进行产线赋能，可大幅提升人形机器人产 线节拍效率，相关生产线的换线调整效率提升30%。 ...