格隆汇9月22日丨杭州柯林(688611.SH)在投资者互动平台表示，我们目前开发的六维力传感器主要针对 机器人脚踝关节和手腕关节。 ...

Core Viewpoint - The six-dimensional force sensor is becoming crucial for dynamic control in robotics, with China's shipment expected to exceed one million units by 2030 and a market size reaching 22.071 billion yuan, reflecting a compound annual growth rate of 108.07% from 2024 to 2030 [1][3]. Group 1: Market Dynamics - The high-end market for six-dimensional force sensors is predominantly occupied by foreign companies due to their early entry and advantages in precision and stability [1]. - Domestic companies face challenges due to a lack of unified standards and evaluation systems, which hinders their competitiveness [1][3]. Group 2: Company Overview - Starry Sensor Technology Co., Ltd. (referred to as "Starry Sensor"), established in April 2025, has a team with a strong background from leading global and domestic sensor companies, focusing on technological breakthroughs in the field [3][4]. - The company aims to drive the development of the robotics force sensing industry with a mission of "technological breakthrough" [3]. Group 3: Technological Innovations - Starry Sensor's recent product launch introduced a comprehensive technology framework for force sensors, addressing customer pain points and enabling lower-cost development and validation of high-performance sensors [4][5]. - The "Nibiru 1.0" calibration system is a highlight, designed to lower the entry barrier for high-end six-dimensional force sensor development, enhancing industry calibration capabilities and trust systems [5][7]. - The new ring beam structure for six-dimensional force sensors and the C-shaped beam structure for torque sensors significantly improve overload resistance and measurement accuracy, enhancing the reliability of robots in dynamic environments [11][13]. Group 4: Manufacturing and Quality Assurance - Starry Sensor is leveraging the supply chain advantages of its investor, Zhongding Group, to ensure stable product quality through a flexible production line and a global supply chain [15]. - The company is building a high-efficiency production system that includes lifecycle quality management and specialized production management teams, aiming for a production capacity of over 200,000 units annually [15]. Group 5: Future Outlook - The technological advancements presented by Starry Sensor mark a significant milestone in the robotics force sensing industry, with potential to elevate industry standards and quality [17]. - The company plans to continue focusing on customer-driven product value, aiming to provide more precise, reliable, and universal solutions for the global market [17].

9月22日，安培龙涨5.26%，截至发稿，报179.99元/股，成交4.49亿元，换手率4.45%，总市值177.11亿 元。 永赢先进制造智选混合发起A（018124）基金经理为张璐。 截至发稿，张璐累计任职时间6年54天，现任基金资产总规模154.13亿元，任职期间最佳基金回报 148.7%， 任职期间最差基金回报-60.31%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，深圳安培龙科技股份有限公司位于广东省深圳市坪山区坑梓街道金沙社区聚园路1号安培龙 智能传感器产业园1A栋201、1A栋、1B栋、2栋，成立日期2004年11月15日，上市日期2023年12月18 日，公司主营业务涉及热敏电阻及温度传感器、氧传感器、压力传感器研发、生产和销售。主营业务收 入构成为：压力传感器52.79%，热敏电阻及温度传感器45.39%，氧传感器及其他1.82%。 从安培龙十大流通股东角度 数据显示，永赢基金旗下1只基金位居安培龙十大流通股东。永赢 ...

近日，冰零智能科技（常州）有限公司（简称"冰零科技"）宣布完成A轮融资，投资方为国元创新投。 此次融资将进一步推动冰零科技在电子元件制造及技术服务领域的创新与发展。 冰零科技 成立于2022年5月18日，是一家致力新能源领域关键"传感器+"产品的新技术开发和产业化的公司，专注于智能新能源汽车智能底盘及动力系统能效管理关 键新型传感器解决方案的研发和生产。 公司拥有数条定制化自动化产线，量产工艺涵盖晶圆封测、传感器组装、标定及性能测试等。 传感器是汽车电子控制系统必不可少的一部分，通过测量汽车的位置、压力、电流等信息并转换成电信号传输给汽车电子控制器，实现汽车电子控制。 汽车传感器的精确性、可靠性将直接影响汽车电子控制系统的控制效果。 成立不到一年，冰零科技就完成了天使轮融资。 天眼查显示，2023年3月，冰零科技获得小米智造基金和险峰长青的天使轮融资。 2023年底，冰零科技又完成了数千万元Pre-A轮融资，由纳川资本领投，复利汇通、常金控跟投。 据悉，三羊马智人科技（重庆）有限公司经营范围包括电子元器件制造、轴承、齿轮和传动部件制造、电机及其控制系统研发、智能机器人的研发、工业 机器人销售等。 冰零科技 创 ...

Core Viewpoint - The article emphasizes the importance of ecological protection and high-quality development in the Yellow River basin, particularly focusing on Zhengzhou as a central city driving these initiatives [1][3][4]. Economic Performance - Zhengzhou's GDP exceeded 1.45 trillion yuan, with a growth rate of 5.7% [1]. - The total import and export value reached 556.58 billion yuan, maintaining its position as the leading city in central China [1]. - The city's R&D investment intensity is expected to reach 2.8%, surpassing the national average for three consecutive years [1]. Strategic Planning - A comprehensive planning framework has been established, including the overall development plan for Zhengzhou and various specialized plans for ecological governance, flood control, and cultural tourism [4]. - The planning system is structured as "1+1+1+N," indicating a multi-faceted approach to development [4]. Infrastructure Development - Since 2019, Zhengzhou has implemented over 400 key projects, with total investments exceeding 120 billion yuan, focusing on ecological protection and innovation [6]. - Major projects include the Yellow River flood control works and ecological restoration initiatives, enhancing the city's flood control standards [6]. Open Economy and Logistics - Zhengzhou has enhanced its logistics capabilities through the "Four Silk Roads," becoming a significant hub for domestic and international trade [7][8]. - The "Air Silk Road" to Luxembourg has established a robust international cooperation framework, with over 6,000 flights operated, facilitating the import of high-end goods and export of "Made in China" products [7]. Technological Innovation - Zhengzhou has made significant strides in technological innovation, ranking in the top 20 of China's cities for innovation competitiveness [10]. - The city has seen a surge in technology contract transactions, reaching 56 billion yuan in the first half of the year [10]. - Key projects in the tech sector include the establishment of new laboratories and partnerships with leading companies like Huawei and BYD [12]. Environmental Initiatives - Zhengzhou has undertaken extensive ecological restoration projects, including the creation of parks and green spaces along the Yellow River, with over 49,000 acres of ecological greening achieved [6]. - The city has successfully addressed over 1,800 ecological issues along the river since 2020, demonstrating a commitment to environmental sustainability [6].

近期，人形机器人板块持续升温，相关个股股价表现亮眼。 继昨日涨停后，安培龙（301413）在9月17日继续大涨8.54%，近三个交易日累计涨幅超37%，最新报收 195.5元/股，市值192亿元，创历史新高。若将时间拉长，安培龙今年以来已上涨超266%。 与此同时，安培龙指出目前经营情况及内外部经营环境未发生重大变化，公司、控股股东及实际控制人 不存在应披露而未披露的重大事项，或处于筹划阶段的重大事项。 安培龙主营热敏电阻及温度传感器、氧传感器、压力传感器、力传感器的研发、生产与销售，拥有从陶 瓷材料研发到热敏电阻及传感器生产制造的完整产业链，产品主要应用于汽车、家电、光伏、储能、充 电桩、物联网、工业控制等领域。今年上半年，公司实现营业收入5.54亿元，同比增长34.44%；净利润 为4213.2万元，同比增长19.6%。其中，压力传感器板块营收为2.92亿元，同比增长61.88%，占营收比 重为52.79%，已成长为第一大业务；热敏电阻及温度传感器板块营收为2.51亿元，同比增长12.99%，占 总营收比例为45.39%。 分应用场景来看，安培龙上半年在汽车领域录得营收3.12亿元，占总营收的56.28% ...

Group 1 - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a trading volume of 999 million CNY and a turnover rate of 4.44%, resulting in a total market capitalization of 23.393 billion CNY [1] - Keli Sensor's stock has risen for four consecutive days, with a cumulative increase of 12.93% during this period [1] - The company, established on December 30, 2002, specializes in the research, production, and sales of strain sensors and instruments, as well as providing various system integration services [1] Group 2 - Keli Sensor's main business revenue composition includes 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] - The top ten holdings of the Nanhua Fund include Keli Sensor, with the Nanhua Fengchun Mixed A Fund holding 63,200 shares, accounting for 5.56% of the fund's net value, making it the third-largest holding [2] - The Nanhua Fengchun Mixed A Fund has achieved a year-to-date return of 51.66% and an annual return of 88.32%, ranking 794 out of 8172 and 817 out of 7980 respectively [2]

Core Viewpoint - The stock price of Keli Sensor has increased by 5.18% on September 17, reaching 83.30 CNY per share, with a total market capitalization of 23.393 billion CNY, indicating a cumulative increase of 12.93% over the past four days [1] Company Overview - Keli Sensor Technology Co., Ltd. was established on December 30, 2002, and went public on August 6, 2019. The company is located in Ningbo, Zhejiang Province, and specializes in the research, production, and sales of strain sensors and instruments [1] - The main business revenue composition includes: 48.70% from mechanical sensors and instruments, 41.12% from industrial IoT and system integration, and 5.02% from other sources [1] Fund Holdings - The Hongyi Yuanfang Fund holds Keli Sensor as one of its top ten positions, with 8,000 shares representing 4.23% of the fund's net value, ranking as the sixth largest holding [2] - The fund has realized a floating profit of approximately 32,800 CNY today, with a total floating profit of 72,600 CNY during the four-day increase [2] Fund Performance - Hongyi Yuanfang Selected Mixed A Fund (015400) was established on February 27, 2025, with a current scale of 9.7455 million CNY and a cumulative return of 40.82% since inception [3] - The fund managers, Ma Jia and Wang Zheyu, have achieved varying performance metrics during their tenures, with Ma Jia's best return at 31.58% and Wang Zheyu's best return at 74.03% [4]

Company Overview - Keli Sensor Technology Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 30, 2002, and listed on August 6, 2019. The company specializes in the research, production, and sales of strain sensors and instruments, as well as providing system integration and various intelligent systems [1]. Stock Performance - On September 17, Keli Sensor's stock rose by 5.18%, reaching a price of 83.30 CNY per share, with a trading volume of 1 billion CNY and a turnover rate of 4.45%. The total market capitalization is 23.393 billion CNY. The stock has experienced a continuous increase for four days, with a cumulative rise of 12.93% during this period [1]. Revenue Composition - The revenue composition of Keli Sensor is as follows: - Mechanical sensors and instruments series: 48.70% - Industrial Internet of Things and system integration: 41.12% - Other (supplementary): 5.02% - Other physical quantity sensor series - temperature: 1.53% - Other physical quantity sensor series - current and voltage: 1.51% - Other physical quantity sensor series - water quality: 1.06% - Platform-type product series: 0.83% - Other physical quantity sensor series - vibration: 0.23% [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Bosera Asset Management holds Keli Sensor shares. The Bosera Hengrun 6-month holding period mixed A fund (013433) held 3,100 shares in the first quarter, accounting for 0.42% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 12,700 CNY, with a total floating profit of 28,100 CNY during the four-day increase [2]. Fund Performance - The Bosera Hengrun 6-month holding period mixed A fund (013433) was established on October 26, 2021, with a latest scale of 43.7831 million CNY. Year-to-date, the fund has experienced a loss of 1.09%, ranking 6,584 out of 8,256 in its category. Over the past year, it has a loss of 0.05%, ranking 5,744 out of 7,845, and since inception, it has lost 8.41% [2].

奥迪威 20250916 摘要 奥迪威拟发行 H 股并在香港上市，旨在加速海外市场拓展并拓宽境外融 资渠道，同时公司积极参与行业标准制定，并与华南理工大学共建创新 实验室，深化产学研融合。 奥迪威推出割草机器人超声波测距避障方案、新型家电敲击开关以及无 线微型家电射流风扇和无铅触觉反馈执行器等创新产品，多元化品类布 局有望带动业绩增长。 奥迪威深耕汽车领域，核心技术包括智能方向盘触觉固态按钮和多模态 行波复用车载超声波传感器，已完成量产验证，受益于泊车系统装配率 提升，未来增长点在于智能驾驶系统合作。 奥迪威在智能仪表领域，超声波智能水表和燃气表国内外市场渗透率提 升，具有较高毛利和盈利能力，双轮驱动战略成效显著。 奥迪威在机器人及家居应用领域快速增长，尤其在扫地机器人、水下机 器人和服务机器人领域，为行业领先者，提供避障、材质识别、液位监 测等技术，并加速电子皮肤技术应用。 Q&A 今年（2025 年）华源证券北交所研究团队的会议安排和主题是什么？ 从今年 8 月 18 日到 9 月 19 日，华源证券北交所研究团队组织了一系列名为 "北证夜谈"的会议，重点围绕高端制造、新材料、泛科技和大消费等领域进 行深 ...