物料转运、柔性分拣等适配人形机器人的作业场景，为技术商业化提供了丰富的"试验田"与规模化落地 载体，同时，科捷智能海外业务已成功拓展至韩国、东南亚、波兰、阿联酋、英国、新加坡等20余个国 家和地区，海外在手订单达20.71亿元，同比增长73.81%，全球化的项目交付与服务能力，将为双方联 合解决方案的国际推广提供有力支撑，在技术研发层面，科捷智能前三季度累计投入7987万元，研发占 比达10.61%，通过智能仓储系统、智能分拣系统等核心产品的持续迭代，构建了深厚的技术积累，为 与星动纪元人形机器人技术的系统集成适配奠定了坚实基础。 而星动纪元作为清华大学交叉信息研究院孵化的前沿人形机器人企业，由机器人与AI领域先锋学者陈 建宇教授领衔，核心团队汇聚了清华大学、北京大学、加州大学伯克利分校等国内外知名院校及世界 500强企业的精英力量。星动纪元构建了从核心部件到整机的全链条产品矩阵，电机、减速器等关键部 件自主可控，保障供应链稳定。商业化方面，国内与多行业头部企业深度合作；海外业务覆盖北美、欧 洲等区域，技术商业可行性充分验证。 根据现场各方交流，现阶段合作重点聚焦智能物流、智能工厂、新能源领域的场景化商业应用 ...

从一名退役军人到企业家，再到心系地方发展的人大代表，乌当区第十八届人大代表、贵州嘉弘工业园 区开发（集团）有限公司董事长陈凯的身份在不断变化，但扎根实业、服务社会的初心始终不改。在他 的带领下，嘉弘工业园区成为乌当区经济转型升级的重要力量，更成为推动绿色发展的实践主体，在黔 中大地上留下了实干印记。 转自：贵州日报 从"创业新兵"到"产业先锋" "绿色发展不是选择题，是我们的生命线。"陈凯说，园区在废旧新能源动力电池回收领域的突破，减少 了环境污染，提高了资源利用率。通过先进技术实现废旧电池变废为宝，既解决了污染问题，又达成资 源循环，为乌当绿色发展注入强劲动力。 从"绿色实践"到"创新引领" 在陈凯的推动下，嘉弘工业园区突破"唯利润论"，将绿色发展刻进企业基因。通过对废旧动力电池的回 收与综合利用，他将"城市矿山"理念转化为实际生产力，搭建起完整的循环经济产业链。 "废旧锂电池里有铜、钴、镍这些贵金属，扔了既浪费又污染环境。"陈凯算起"环保账"。他通过综合利 用技术，将废旧电池重新组装成储能设备等产品，实现资源降级使用与最大化利用；对无法再利用的电 池，通过破碎、分类、拆解工艺，提取出铜、钴、镍等贵金属元素 ...

12月19日，新浪科技独家获悉，菜鸟集团将入股九识智能，无人车业务有望整合，目前该合作仍在洽谈 中。针对上述信息，菜鸟集团与九识智能方面均无回应。 知情人士表示，此次合作不涉及菜鸟其他硬件业务，菜鸟未来将授权九识智能使用其品牌。 据了解，菜鸟于2024年正式公开发售面向公开道路的L4级无人车GT车型，2025年6月18日，菜鸟推出了 定价仅为1.68万元的L4级无人驾驶快递车GT-Lite，将无人车带入了"万元机"时代。（新浪科技） ...

汇添富中证2000ETF（159536）成立日期2023年9月13日，最新规模5380.93万。今年以来收益31.69%， 同类排名1291/4197；近一年收益25.04%，同类排名1642/4147；成立以来收益35.94%。 汇添富中证2000ETF（159536）基金经理为孙浩。 截至发稿，孙浩累计任职时间2年114天，现任基金资产总规模242.48亿元，任职期间最佳基金回报 126.16%， 任职期间最差基金回报-1.8%。 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 12月19日，中邮科技涨5.42%，截至发稿，报55.58元/股，成交7495.27万元，换手率1.99%，总市值 75.59亿元。 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流 ...

12月19日，中邮科技涨5.42%，截至发稿，报55.58元/股，成交7495.27万元，换手率1.99%，总市值 75.59亿元。 截至发稿，王羿伟累计任职时间4年53天，现任基金资产总规模4.96亿元，任职期间最佳基金回报 91.1%， 任职期间最差基金回报-32.32%。 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 数据显示，华富基金旗下1只基金重仓中邮科技。华富时代锐选混合A（016119）三季度减持3.11万股， 持有股数3.05万股，占基金净值比例为4.16%，位居第五大重仓股。根据测算，今日浮盈赚取约8.72万 元。 华富时代锐选混合A（016119）成立日期2022年12月1日，最新规模4464.66万。今年以来收益14.92%， 同类排名4825/8098；近一年收益13.75%，同类排名4864/8067；成立以来亏损7.16%。 华富时代锐选混合A（016119）基金经理为王羿伟。 资料显示，中邮科技股份有限公司位于上海市普陀 ...

12月18日，中邮科技跌3.76%，成交额1.38亿元。两融数据显示，当日中邮科技获融资买入额2084.46万 元，融资偿还1375.98万元，融资净买入708.48万元。截至12月18日，中邮科技融资融券余额合计3.13亿 元。 融券方面，中邮科技12月18日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5800.00股，融券余额30.58万元，超过近一年90%分位水平，处于高位。 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流系统81.63%，智能专用汽车8.65%，备品备件及技术服务 等8.57%，其他1.15%。 截至9月30日，中邮科技股东户数7973.00，较上期增加35.14%；人均流通股8294股，较上期减少 26.00%。2025年1月-9月，中邮科技实现营业收入8.12亿元，同比增长36.69%；归母净利润6.72亿元，同 比增长1074.35%。 分红方 ...

格隆汇12月17日丨四维图新(002405.SZ)在投资者互动平台表示，公司和九识智能、新石器等无人物流 车公司在数据合规、车路云方面均有合作。 ...

Group 1 - The mechanical sector has shown strong performance in 2025, with the Shenwan Mechanical Equipment Index rising by 36.11%, outperforming the Shanghai Composite Index by 19.74 percentage points and the Shenzhen Component Index by 8.78 percentage points [4][16][19] - In the first three quarters of 2025, the mechanical industry reported revenues of 15,135.34 billion yuan, a year-on-year increase of 7.35%, and a net profit attributable to shareholders of 1,080.76 billion yuan, up 16.80% year-on-year [4][22][27] - The public fund allocation ratio for the mechanical equipment sector increased by 0.25 percentage points in Q3 2025 compared to Q3 2024, indicating improved fundamentals and positive policy impacts [29] Group 2 - The equipment manufacturing industry has maintained export resilience, with significant growth in new overseas markets. From January to October 2025, the export delivery value of general equipment, specialized equipment, and transportation equipment reached 6,173.20 billion yuan, 5,319.30 billion yuan, and 4,124 billion yuan respectively, with year-on-year growth rates of 5.5%, 9.3%, and 24.20% [5][33][36] - The overseas sales of engineering machinery continued to grow, with a year-on-year increase of 11.84% in export value from January to October 2025, driven by technological innovation and diversified market strategies [37][41] - The motorcycle industry has established a strong competitive advantage in overseas markets, with exports reaching 1,101.85 million units and 7.278 billion USD in value from January to October 2025, reflecting a year-on-year increase of 22.28% and 28.2% respectively [42][43] Group 3 - The emergence of new manufacturing scenarios signifies a profound transformation from "single technology upgrades" to "systematic ecological restructuring," enhancing production efficiency, product quality, and innovation capabilities [5][46] - Human-shaped robots are expected to address customization challenges in traditional manufacturing, with a market space projected to expand significantly as they transition from industrial applications to household use [47][54] - The intelligent logistics equipment market in China is expected to grow rapidly, with a projected market size of 1,261 billion yuan in 2025, driven by advancements in IoT and AI technologies [64][72]

Core Insights - The article highlights the rapid development of embodied intelligence and robotics, marking a transition from creation to application, with a focus on commercial orders and ecosystem development by 2025 [1] - Demar Technology Group is identified as a key player in this intelligent revolution, actively contributing to the growth of the embodied intelligence industry [1] Industry Overview - The humanoid robot market is projected to reach approximately $1.017 billion in 2024 and $15 billion by 2030, with a compound annual growth rate (CAGR) exceeding 56% from 2024 to 2030 [2] - The demand for flexible logistics solutions is increasing, presenting challenges for traditional robots, which drives the need for innovation in the logistics sector [3] Company Strategy - Demar Technology is expanding its focus from core components and systems in intelligent logistics to providing unmanned intelligent logistics solutions centered around robotics [2] - The company has established strategic partnerships with leading firms in the industry to enhance its supply chain and has made strategic investments in robotics companies [2] Data and Technology Development - Demar Technology has created the first global training and data collection factory for humanoid robots, emphasizing the importance of real-world data for the evolution of the industry [4] - The company is collaborating with local governments and top robotics firms to build a large-scale data collection and training center, which aims to support the development of intelligent robots [4] Future Outlook - Demar Technology is transitioning from a tool supplier to an ecosystem enabler and platform builder, with plans to invest in a new company focused on embodied intelligence [5] - The company aims to create a self-sustaining ecosystem that integrates core components, embodied entities, scene implementation, and data collection, fostering continuous optimization and value creation [5]

Core Insights - The rapid development of artificial intelligence and robotics is ushering in a golden era for embodied intelligence, with significant commercial orders expected by 2025, making ecosystem development a central focus [1] - Demar Technology Group is emerging as a key player in this intelligent revolution, actively investing in the embodied intelligence sector to drive industry growth [1] Strategic Extension - The humanoid robot market is projected to reach approximately $1.017 billion in 2024 and $15 billion by 2030, with a compound annual growth rate exceeding 56% from 2024 to 2030 [2] - Demar Technology is leveraging its expertise in intelligent logistics to provide unmanned logistics solutions centered around robotics, enhancing its strategic positioning in the embodied intelligence arena [2] - The company has established strategic partnerships with leading firms to strengthen its supply chain and has made strategic investments in robotics companies [2] Data Foundation - The scarcity of real-world operational data is a significant barrier to the mass adoption of humanoid robots, impacting the entire industry chain [4] - Demar Technology has established the world's first training and data collection factory for humanoid robots, focusing on data-driven approaches to enhance robot intelligence [4] - The company is collaborating with local governments and leading robotics firms to create a large-scale data collection and training center, aiming to build a core database for training intelligent systems [4] Ecosystem Development - Demar Technology is transitioning from a "tool supplier" to an "ecosystem enabler" and "platform builder," with a recent investment of 100 million yuan to establish a dedicated company for embodied intelligence [5] - The new company aims to create a self-sustaining ecosystem that integrates core components, embodied entities, scene implementation, and data collection, breaking traditional linear models in the robotics industry [5] - The company envisions a comprehensive ecosystem that allows robots to continuously learn and evolve, contributing to the intelligent upgrade of global industries [5]