Group 1 - The core viewpoint of the article is that Keda Control (920932.SH) has been given an "overweight" rating by Open Source Securities due to its advancements in intelligent mining robots and the expected growth of the smart mining market [1] - Keda Control has signed agreements for joint research and development of intelligent mining robots, with multiple projects meeting acceptance standards [1] - The smart mining market is projected to reach a scale of 67 billion yuan by 2025, alongside the acceleration of electrification in the domestic heavy truck industry [1]

成都未来科技城。 智元创新生产的人形机器人。 众航智飞全倾转旋翼eVTOL总部落地成都未来科技城 将围绕新型全倾转eVTOL、混合动力系统等方向开展研发与生产制造，构建"研发—制造—验证"的一体 化体系，预计达产后形成年产约100台eVTOL的产能 百度智能云AI+文体娱乐创智中心在成都东部新区揭牌 该平台将推动先进技术与文体娱场景深度融合，驱动体育、文化、影视、娱乐等产业智能化升级与协同 发展。茵麦体育、匠体科技等首批6家企业签约入驻 郫都区与智元创新共建西南具身智能产业基地 该项目是成都第一个规模较大的具身智能机器人研发生产制造项目，将在人形机器人研发、智能制造等 领域开展深度合作 党的二十届四中全会提出，要优化提升传统产业，培育壮大新兴产业和未来产业。 这些未来产业项目短时间内相继落地，犹如一组强劲的节拍器，为这座城市年底经济冲刺奏响了奋进的 乐章。这既彰显了成都以高质量项目引领现代化产业体系建设的坚定决心，也将助推成都在未来产业赛 道上加快成势、集链成群。 签约加速 三个项目接续落地 随着年底收官战的深入推进，成都正以项目落地的"加速度"，跑出产业集聚的"高质量"，为明年经济发 展积蓄强劲动能。通过梳 ...

Core Insights - The Shanghai Baoshan Intelligent Robot Industry Conference has evolved into a platform for showcasing diverse applications of robotics, moving beyond mere product development to ecosystem building and technological innovation [1][2][4] Industry Development - Baoshan has attracted nearly 300 upstream and downstream enterprises in the robotics and intelligent manufacturing sector, contributing to a quarter of the district's industrial output [5] - The area has been recognized as a key industrial cluster for high-end equipment, with significant projects like the Shanghai Electric high-end intelligent equipment base accelerating [5] - The rapid growth of the robotics industry in Baoshan is driven by advancements in information technology and expanding application scenarios [6] Technological Innovation - The establishment of the "Embodied Intelligent Data Collection Center" and the "Shanghai SME Integrated Manufacturing Empowerment Center" aims to address core bottlenecks in innovation and enhance R&D efficiency [8][9] - The "first invest, then equity" policy introduced by the local government supports startups by alleviating financial pressures while maintaining control [11] Ecosystem and Collaboration - The integration of enterprises, local government, and universities fosters a collaborative innovation environment, enhancing the efficiency of turning research into marketable products [10] - The "smart manufacturing forest" concept illustrates the transformation of traditional manufacturing spaces into innovative hubs, promoting synergy among local businesses [6][7] Market Positioning - Baoshan is positioned as a significant player in the global robotics market, with one-third of China's industrial robots manufactured in the area, highlighting its robust industrial foundation [6] - The region's strategic focus on robotics aligns with the broader trends in smart manufacturing, ensuring its relevance in future technological advancements [12]

Core Insights - The "2025 Baoshan Intelligent Robot Industry Conference and Carnival" was held on November 21, 2025, in Shanghai, focusing on the development of the intelligent robot industry [2][4] - The event gathered government officials, industry experts, and representatives from various intelligent robot companies to foster collaboration and innovation in the sector [4][6] Group 1: Event Highlights - The conference was guided by the Shanghai Municipal Economic and Information Commission and co-hosted by the Baoshan District Government and Shanghai University [2] - Keynote speeches were delivered by prominent figures, including Chinese Academy of Sciences Academician Chu Junhao, who discussed the integration of robots in the intelligent era [19] - The launch of the Shanghai Robot Industry Supply Chain Platform aimed to break down resource barriers within the industry [8] Group 2: Initiatives and Collaborations - The Baoshan District released an action plan to promote innovation in the humanoid robot industry [6] - A data collection center for embodied intelligence was established to support the development of intelligent robots [10] - Several key projects in intelligent robotics and critical components were successfully signed during the event [12] Group 3: Future Directions - The conference included discussions on the future of humanoid robots, focusing on open-source and standardization trends [19] - The event emphasized the importance of AI technology in enhancing the versatility of robots [19] - The overall goal is to strengthen the ecosystem and drive technological innovation and industrial upgrades in Shanghai and nationwide [22]

根据建设方案，集聚区首批将释放优质载体10个，可出租面积约60万平方米。据介绍，首批载体旨在推 动虹桥国际中央商务区闵行部分以及虹桥前湾区域的绿色能源、生物医药、电子信息、数字经济等重点 产业发展，为打造更具竞争力的产业集群提供空间。 活动现场，42个具有引领性的优质项目签约落地，涵盖航空航天、新能源及绿色低碳、生物医药、新一 代信息技术、智能机器人、新消费6个前沿领域。 新华财经上海11月21日电 21日，上海闵行区投资促进大会在虹桥会议中心举办。会上，《长三角制造 业研发集聚区建设方案》发布，42个优质项目签约落地。 近年来，闵行依托虹桥国际中央商务区的交通枢纽、海外贸易、国际会展优势，打造长三角制造业研发 集聚区。在虹桥国际中央商务区（闵行部分），研发资源、人才资源、服务资源加速汇集，赋能长三角 制造业高端化、智能化、绿色化发展。 闵行区委副书记、区长吴强表示，闵行正以多重国家战略为牵引，聚焦"一南一北"发展战略，大力培育 新质生产力，打造创新开放发展新高地。闵行区把握产业立区、科创兴区的发展导向，锚定先进能源装 备及绿色低碳、航空航天、生物医药三大主导产业，着力招大引强，吸引国内外龙头企业和研发创新型 ...

天眼查App显示，近日，天志范式（上海）科技有限公司成立，法定代表人为吴璠，注册资本1万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；智能机 器人的研发；工业机器人制造；智能基础制造装备制造；智能机器人销售；工业机器人销售；人工智能 硬件销售；智能基础制造装备销售；工业自动控制系统装置销售；软件开发；人工智能应用软件开发； 软件销售；信息系统集成服务；智能控制系统集成；工业机器人安装、维修；机械设备租赁；货物进出 口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The article emphasizes the importance of financial support in fostering technological innovation and high-quality development in China, particularly in the context of the "new era" and the "14th Five-Year Plan" [1][9] - It highlights the role of various financial institutions in providing tailored financial services to technology-driven enterprises, particularly in Wuhan's East Lake New Technology Development Zone, known as "China's Optics Valley" [1][3] Financial Support for Technology Enterprises - Over 5,000 technology companies are located in Wuhan's East Lake New Technology Development Zone, supported by more than 1,000 financial institutions offering diverse financial products [1][3] - Financial institutions are increasingly focusing on innovation potential rather than traditional asset-based lending, providing significant credit support to technology firms [4][5] Case Study: Grando Intelligent Technology Co., Ltd. - Grando has evolved from a single focus on smart grid equipment to multiple sectors, including intelligent robotics, with financial backing facilitating this transition [3][5] - The company received substantial credit support during its initial high-risk phase, with banks offering unsecured loans of up to 10 million yuan [4] - Grando's revenue has seen significant growth, increasing from over 20 million yuan to more than 400 million yuan within three years [5] Collaboration and Innovation - Grando's partnership with Huazhong University of Science and Technology has led to successful product development, demonstrating the benefits of industry-academia collaboration [6][7] - The company is now focusing on acquiring patents and expanding into new technological fields, supported by financial institutions that provide loans for patent purchases [8][9] Comprehensive Financial Services - A comprehensive financial service system is being established to support technology enterprises throughout their lifecycle, with significant funding allocated for ongoing research and development [8][9] - The financial sector has issued over 650 billion yuan in intellectual property pledge loans since the "14th Five-Year Plan," indicating a growing trend in supporting innovation through financial mechanisms [9]

Core Viewpoint - The article emphasizes the importance of financial support in fostering technological innovation and high-quality development, particularly in the context of China's "new era" and the "14th Five-Year Plan" which advocates for the development of various financial sectors to support technology-driven enterprises [1][11]. Financial Support for Technology Enterprises - Financial institutions are encouraged to provide comprehensive financial services throughout the lifecycle of technology enterprises, including equity, debt, insurance, and more [1][11]. - In Wuhan's East Lake New Technology Development Zone, over 1,000 financial institutions are tailoring services to meet the diverse needs of more than 5,000 technology companies [1]. Case Study: Grando Intelligent Technology - Grando Intelligent Technology has rapidly evolved since its establishment in 2018, expanding from smart grid equipment to intelligent robotics and precision motion control [4][5]. - The company received significant financial backing through various rounds of equity financing and credit loans, which facilitated its growth and innovation [5][6]. Innovative Financial Practices - Financial institutions have shifted their focus from traditional asset-based lending to evaluating companies based on innovation potential, such as patents and market size [6]. - Grando's revenue has seen substantial growth, increasing from over 20 million to over 400 million in three years, demonstrating the effectiveness of financial support [6]. Addressing Company Challenges - Grando faced challenges in expanding its operations due to the need for a new office building, which required significant investment. Financial institutions provided timely support to facilitate this purchase through loans [7][8]. - The establishment of a long-term collaborative mechanism with Huazhong University of Science and Technology has further enhanced Grando's innovation capabilities [8]. Comprehensive Financial Services - The article highlights the establishment of a financial service system that supports technology enterprises at all stages, from basic research to commercialization [11]. - Since the "14th Five-Year Plan," banks have issued over 650 billion yuan in intellectual property pledge loans, reflecting a growing trend in financial support for innovation [11].

Core Viewpoint - Black Sesame Intelligence has officially entered a new phase of "vehicle-machine" technology collaboration, launching the SesameX™ multi-dimensional computing platform aimed at full-brain intelligence [1][9]. Company Overview - Black Sesame Intelligence has developed the SesameX platform as a comprehensive computing solution for robotics, integrating hardware, software, toolchains, and model ecosystems, marking it as the industry's first platform for commercial deployment in robotics [3][8]. - The SesameX platform consists of three major computing platforms: SesameX Kalos for commercial service robots and light autonomous devices, SesameX Aura for multi-task execution and special operation robots, and SesameX Liora for embodied intelligence and advanced self-evolving robots, covering all types of robots [5][6]. Technological Advancements - SesameX Liora is designed for humanoid robots and advanced bionic robots, featuring over 500 TOPS of efficient NPU computing power and a variety of processing capabilities, including multi-channel visual perception [6]. - The platform aims to overcome reliability bottlenecks in computing, enabling real-time, precise, and stable collaboration between decision-making and control systems in complex environments [7]. Market Potential - The humanoid robot market in China is projected to reach 10.471 billion yuan by 2026, with a compound annual growth rate of 83.7% until 2030, and is expected to exceed 300 billion yuan by 2035 [8]. - Black Sesame Intelligence is strategically positioned to benefit from the rapid growth of the robotics industry, leveraging its SesameX platform to address core bottlenecks in large-scale production and establishing unique competitive barriers [8]. Strategic Direction - The launch of the SesameX platform represents a critical step in Black Sesame Intelligence's strategy to transition from "empowering smart vehicles" to "empowering intelligent terminals," aiming to define the next generation of robotic "intelligence hubs" [9]. - The company is expected to accelerate its market share in the burgeoning embodied intelligence market, driven by the high degree of technological and supply chain overlap between smart vehicles and robotics [9].

Core Viewpoint - The 18th China-EU Investment Trade and Technology Cooperation Fair (referred to as "EU Fair") opened in Chengdu on November 20, focusing on enhancing cooperation between China and the EU in various industries, particularly in green low-carbon, biomedicine, digital economy, and more [1][2] Group 1: Event Overview - The EU Fair serves as a crucial bridge for China-EU industrial connections, aligning with global industrial development trends and leveraging Chengdu's industrial strengths [1] - The event features five parallel industry matchmaking sessions: energy and environmental protection, biomedicine, digital cultural creation, agricultural food, and intelligent robotics [1] Group 2: Strategic Importance - This year marks the 50th anniversary of diplomatic relations between China and the EU, with a positive momentum in their relationship under the strategic guidance of leaders from both sides [1] - The event aims to support Chinese and EU enterprises in exploring new growth points in investment trade, technological innovation, and digital economy [1] Group 3: Historical Context and Achievements - The EU Fair, initiated in 2002 and settled in Chengdu since 2006, has become one of the most significant platforms for China-EU investment trade and technology cooperation [2] - Since its inception, the fair has attracted over 12,000 participating enterprises and facilitated more than 29,000 business matching sessions, resulting in over 3,200 intended cooperation agreements [2]