新时达在互动平台表示，截至目前，新时达人形机器人已顺利在海尔重庆冰箱工厂现场产线部署完毕， 即将开启智能工厂实训，后续将逐步承担作业并进阶复杂流程。 ...

Summary of Haideman's Conference Call Industry and Company Overview - Haideman has entered the humanoid and quadruped robot OEM manufacturing sector, establishing a complete system from hardware component production, core joint R&D, to hardware assembly, providing cost-reduction and efficiency services for OEM manufacturers [2][3] - The company focuses on high-end precision manufacturing, which aligns well with the technical requirements of humanoid robots, and anticipates synergistic effects between the robot market and high-end precision manufacturing business [2][4] Core Insights and Arguments - Haideman's specialized equipment covers a wide range of technologies, including compound turning and milling, integrated turning and grinding, gear cutting, and nano-imprinting, significantly improving efficiency through "turning instead of molding" technology [2][4] - In 2025, Haideman's machine tool business is expected to see slight growth, focusing on high-end products to replace imported equipment, with a strong market recognition despite the overall industry performance being average [2][11] - The company has received multiple orders from major manufacturers in the robot industry and is continuously setting up production capacity and assembly lines for humanoid and quadruped robots [4][13] Market Outlook - The robot market is projected to be substantial, encompassing various types including humanoid robots and robotic dogs, with Haideman planning to ship approximately 5,000 humanoid robots and 10,000 quadruped robots in the coming year [4][14] - The hardware value proportion for humanoid robots is estimated to be around 60%-65% [4][15] - Haideman's orders have grown significantly in 2025, surpassing the industry average, primarily due to the limited number of domestic companies capable of meeting its high standards and precision requirements [12] Additional Important Points - Haideman has been proactive in addressing core challenges in humanoid robot manufacturing through specialized equipment R&D, which has been ongoing for several years [5][6] - The company has identified a significant market potential in the humanoid robot sector, leading to a strategic focus on developing specialized equipment to enhance efficiency and reduce costs [5][16] - Haideman's competitive edge lies in its long-term planning and commitment to becoming an OEM platform company, welcoming collaborations with all OEM manufacturers to improve product precision and service quality [17]

Market Overview - The market opened lower but rebounded throughout the day, with the ChiNext Index rising over 2% and the STAR 50 Index increasing by more than 3% [1] - The semiconductor sector saw significant gains, with over 20 stocks hitting the daily limit, including ShenGong Co., Jiangfeng Electronics, and Northern Huachuang [1] - The total trading volume reached 2.34 trillion yuan, with more than 4,400 stocks in the Shanghai, Shenzhen, and Beijing markets closing higher [1] Semiconductor Equipment - The semiconductor equipment sector experienced a surge, with Longchuan Technology hitting a 20% limit up and major players like Tongfu Microelectronics and Northern Huachuang also seeing gains [4] - Reports indicate that the price of the last 3nm process CPU has increased by approximately 20%, with a further expected increase of over 50% for the upcoming 2nm process [4] - The domestic storage leader, Yangtze Memory Technologies, has established its third phase, contributing to rising prices in memory and flash chips [4] Robotics - The robotics sector showed signs of recovery, with stocks like Awat New Materials and Hongdou Co. hitting the daily limit [7] - Alibaba announced a collaboration with NVIDIA for Physical AI at the 2025 Alibaba Cloud Conference, indicating a growing interest in AI applications [7] - The emergence of companies focused on embodied intelligence is driving the development of humanoid robots, with significant participation from domestic and international firms [7] Solid-State Batteries - The solid-state battery sector continued to strengthen, with leading companies like XianDao Intelligent reaching new historical highs [9] - Multiple automakers plan to adopt all-solid-state batteries around 2027, accelerating the industry's commercialization process [11] - The National Energy Administration is promoting the establishment of a high-safety battery storage system, including solid-state battery technologies [11][17] Photovoltaics - The photovoltaic sector saw a collective surge, with TCL Technology and other major players like Sunshine Power and Longi Green Energy experiencing significant gains [12] - The price index for polysilicon has slightly increased, with market demand remaining strong despite some production adjustments expected in October [14] - The industry is undergoing a "reverse internal competition" initiative, aiming to improve supply-side conditions and enhance product quality [14]

Core Viewpoint - In 2025, Hangcha Group's subsidiary, Hangcha Guozi, acquired 99.23% of the shares of Guozi Robotics from related parties through a capital increase and share expansion, with Hangcha Group remaining the controlling shareholder after the transaction and completing the business registration change [1] Group 1 - On January 17, 2025, Chuangrui Investment filed a lawsuit against the original shareholders of Guozi Robotics, including Juxing Technology, for "damaging shareholder interests," with the court hearing taking place on June 16, and a verdict yet to be reached [1] - Chuangrui Investment demands the defendants to return shares and bear compensation responsibilities, while the defendants argue that Chuangrui Investment has no right to request the return of shares, claiming that the previous share transfer was legal and valid [1] - Hangcha Group and Hangcha Guozi are not parties to the case, and it does not affect daily operations; the actual controller of the company has made a compensation commitment regarding potential losses, with subsequent developments of the case to be disclosed as per regulations [1]

Group 1 - Luca Samal, a 29-year-old software engineer, has visited Wuhu, Anhui, China nine times to collaborate on the simulation systems for spray painting robots [2] - CMA Robotics, the Italian company where Samal works, has over 20 years of experience in manufacturing spray painting robots and was acquired by Efort Intelligent Equipment Co., Ltd. in 2015 [2] - Efort, which originated from Chery Automobile's factory, has established a research and development center for intelligent spray painting robots in Italy, facilitating collaboration between Chinese and Italian engineers [2]

Core Insights - The company has early investments in the humanoid robot sector, primarily collaborating with overseas brands, which has led to significant revenue contributions from these partnerships [1] - In the first half of the year, revenue from two overseas brands amounted to 35 million RMB [1] - From the beginning of the year to the end of August, the total value of humanoid robot structural components delivered by the company exceeded 80 million RMB [1] - The company supplies over 400 part numbers for humanoid robots, focusing on precision components [1] - The projects are concentrated on dexterous hand transmission components, with a gradual expansion into larger transmission components [1] - The company is transitioning from ultra-precision small parts to high-value large parts, maintaining a precision level that exceeds that of typical consumer electronics [1]

本报讯(记者李雯珊)9月24日，库卡机器人制造(上海)有限公司(以下简称"库卡")在2025工博会期间发布 多场景自动化解决方案，覆盖航空、汽车、新能源、医疗及教育五大行业，以高端智能制造技术助推产 业转型升级，赋能企业实现精益生产与柔性制造。 在教育领域，库卡教育以"产教融合"为核心，构建覆盖人才培养全周期的职业教育新生态。通过引进德 国原装教材与51门核心课程，内容涵盖生产技术维护、设计管理及IT编程等领域，结合师资集训与带教 机制，打造"库卡授权学院""库卡工程师认证"等权威资质体系，实现从学习到就业的全链路赋能。 航空制造领域面临着生产效率与产能瓶颈突出，质量一致性与可靠性挑战严峻，生产线建设与改造周期 漫长，产线柔性化与敏捷性水平不足的痛点。库卡推出全流程高精度装配体系，整合CoboManip机械 手、密封胶涂覆系统及质量检测模块，实现从部件搬运到机身合装的全程自动化，支持多机型柔性生 产，定位精度高达0.05mm，并具备125公斤有效负载能力。 从航空、汽车、新能源制造，到医疗、教育等关键领域，库卡自动化解决方案已深度融入全球高端制造 体系，以卓越的技术适配性与场景创新力，为多个行业提供关键支撑。 ...

该方案确保人形机器人在真实场景中，不仅能够单机作业，还能实现多机高效协同，形成分工明确的作 业网络；突破传统工业机器人"只能在既定路线上重复作业"的局限，既适配单一工序需求，也能支撑复 杂产线的全流程运转。 料箱搬运作为工业内部物流的核心环节，其效率直接决定产线整体运转节奏。针对该场景需求，傅利叶 构建"感知-导航-运动控制"三大模块深度协同的解决方案，以实现复杂厂区的高效搬运需求。 傅利叶亮相工博会带来的另一大亮点是，最新提出的基于GRx系列人形机器人打造的工业场景应用解决 方案。该方案以由傅利叶自主研发的FOCUS(Fourier Orchestrated Control and Unification System，集中控 制与通信系统)为基座，融合具身智能，针对"料箱搬运"与"物料分拣"两大场景提出了技术最优解，构 建全自主的作业体系。 在傅利叶展台的模拟工业场景中，多台GR-2分工明确、有条不紊地围绕模拟产线完成料箱搬运、物料 传送、物料分拣全流程闭环，机器人之间自主完成分工协作、无缝衔接。 本报讯(记者金婉霞)9月23日，工业博览会于9月23日至27日在上海开幕。上海傅利叶智能科技股份有限 公司( ...

Core Insights - The 25th China International Industry Fair showcases advancements in China's manufacturing sector, emphasizing the shift towards intelligent manufacturing and automation [1][3]. Industry Overview - The total industrial added value in China is projected to reach 40.5 trillion yuan in 2024, with the manufacturing sector contributing 33.6 trillion yuan, accounting for nearly 30% of the global manufacturing added value [1]. - China has maintained its position as the world's largest manufacturing country for 15 consecutive years [1]. Technological Innovations - The introduction of intelligent machine tools by Shanghai Jiao Tong University aims to streamline the process of converting designs into operational paths, significantly reducing reliance on skilled technicians [3][4]. - The intelligent machine tool operates autonomously, utilizing a "world model" to determine the most efficient processing paths, demonstrating capabilities in high-precision tasks such as aerospace engine manufacturing [4]. Robotics Development - The fair features a significant focus on robotics, with over 3,000 exhibitors from 28 countries showcasing innovations in robotic assembly lines [6]. - Companies like Jeka Robotics are integrating smart manufacturing technologies, achieving a 59% year-on-year increase in global sales for 2024, with applications in major companies like Toyota and Schneider Electric [7].

9月23日晚，上纬新材发布公告，原控股股东协议转让公司股份事宜已完成过户登记手续。这意味着智 元机器人团队正式入主上纬新材，邓泰华也随着成为新的实控人。 根据协议，智元恒岳拟以协议转让的方式受让SWANCOR萨摩亚持有的1.01亿股上纬新材的股份。致远 新创则将以协议转让的方式分别从SWANCOR萨摩亚、金风投控受让240.09万股、1776.73万股公司股 份。三笔协议转让完成后，"智元系"将持有上纬新材29.99%的股份，也就是此次公告内容。 此外，在股份转让的基础上，智元恒岳还将通过部分要约收购的方式进一步增持上纬新材的股份。根据 公告，智元恒岳拟要约收购股份数量为1.49亿股，占总股本37%。其中，SWANCOR萨摩亚已承诺以其 所持上市公司33.63%的股份就本次要约收购有效申报预受要约。 也就是说，等待所有交易完成后，智元恒岳与致远新创合伙合计持股比例至少为63.62%，至多将达到 66.99%。按照当前近440亿市值来计算，该部分股份价值将达到270亿元以上，这个数字甚至要远高于 此前智元机器人150亿元的估值。 至于转让成本，按照协议7.78元/股的转让价格和要约收购价格计算，所有交易的总价款 ...