（文章来源：深圳商报） 8月8日，2025世界机器人大会在北京亦庄开幕，大会自2015年创办以来，已连续举办10届。2025世界机 器人大会展示面积近5万平方米，现场吸引了200余家国内外优秀机器人企业携1500余件展品亮相。依托 北京的资源集聚效应，大会不仅成为全球顶尖科研机构展示人形机器人、特种机器人等前沿技术的舞 台，更通过"机器人+"场景的深度融合，推动医疗、教育、公共安全等领域的智能化升级，通过政策导 向驱动，为国家人工智能发展规划提供实践样本。 由安徽省人民政府、国家制造强国建设战略咨询委员会等联合主办的世界制造业大会计划于9月20日在 合肥举行。大会聚焦"AI+先进制造"融合创新，将打造推动传统制造业智能化升级的重要引擎。世界制 造业大会自2018年创办以来，已连续成功举办7届。大会期间，机器人与工业自动化专业品牌展、人工 智能与消费电子专业品牌展将精彩亮相。 素有"中国科技第一展"美誉的高交会自1999年创办以来，与深圳这座科技创新之城实现了同频共振。 据介绍，定于11月14日—16日在深圳国际会展中心（宝安）举办的第二十七届高交会规划展示面积达40 万平方米，其中设立的高交会亚洲人工智能与机 ...

Group 1 - The core viewpoint of the article is that the South Korean government, led by Lee Jae-myung, aims to achieve a potential growth rate of 3% through a comprehensive economic strategy known as the "335 Blueprint," which includes becoming one of the top three global AI powers and ranking among the top five in national strength [2] - The government plans to launch a "National Growth Fund" worth 100 trillion KRW to support high-end emerging industries, focusing on sectors such as semiconductors, secondary batteries, biotechnology, future vehicles, AI, robotics, and defense [2] - Experts express concerns that while nurturing new technologies is important, addressing structural issues such as low birth rates, an aging population, and mismatches in labor and technology is crucial for sustainable economic development [2]

Robotics - Xince Standard: The joint venture Xince Standard (Suzhou) Robot Technology Co., Ltd. has not generated any business revenue [1] - High Measurement Co.: The composite tungsten wire tendon rope used in humanoid robots has formed small batch orders [1] - Hongqi Chain Store: The company's robot project is currently under development [1] - Shuangfei Group: The company will actively seek cooperation opportunities with humanoid robot clients [1] Liquid Cooling - Hu塑科技: The company has not yet cooperated with Vidi Technology to develop a dedicated BMU solution for liquid cooling systems [1] Other Developments - Aerospace Electric: The company's connectors, cables, and motors have been applied in supporting new energy vehicles [1] - Zhuoyi Information: The company's BIOS products have a layout in the Harmony ecosystem [1] - Fuxin Technology: The company has initiated the development of the Micro TEC project for 1.6T optical modules [1] - Qiaofeng Intelligent: The company's CNC machine tool products can be applied in the processing of folding screen structural components [1] - Airo Energy: The company's technology and products do not involve AIDC [1] - Sande Technology: There is strong demand, and the revenue growth of the company's unmanned intelligent equipment is sustainable [1] - Yingjie Electric: The demand for nuclear fusion-related power supplies may form an increment in the second half of this year and the first half of next year [1] - Tongguan Copper Foil: The company has sufficient orders for copper foil products, and prices will be adjusted according to market conditions [1]

机器人丝杠观点更新：扩容与收敛，确定性应用趋势下的 投资机会 20250820 摘要 机器人丝杠产品正向更高负载、更高精度方向迭代，成为机器人实现复 杂动作和精准控制的核心部件，其精确传动和定位能力满足微米级位移 控制需求。 行星滚柱丝杠因其更大的接触面积和更均匀的载荷分布，承载能力是滚 珠的 3 到 6 倍，满足机器人关节承受高动态负载的需求，且通过螺纹导 程设计放大电机扭矩，传动效率高达 90%。 丝杠工艺难点在于内螺纹加工，干涉膜是主流方式，但长径比突破难； 弯杆模速度慢但长径比表现好。企业尝试多线磨工艺和以车代模工艺以 提升效率，并探索冷墩或冷挤压方式进行高精度内螺纹加工。 未来一到两年，行业将继续在设备和工艺上竞争，率先突破的企业将享 有溢价红利。人形机器人放量后，企业的一致性和成本管控能力将面临 考验。汽车领域对四缸需求快速增长，部分企业计划一年半内投产年产 10 万根以上四缸产能。 Q&A 机器人丝杠产业的扩容趋势是什么？ 机器人丝杠产业的扩容包括标的扩容和品类扩容两个方面。标的扩容方面，气 凌、轴承、齿轮等具备工艺同源性的公司正在持续入局，整个板块在不断扩大。 品类扩容方面，从身体关节到小臂， ...

Investment Rating - The report maintains an "Outperform" rating for the industry [4][9]. Core Views - The humanoid robot industry is experiencing rapid development, highlighted by the first global humanoid robot competition, showcasing advancements in technology and efficiency [3][16]. - AI infrastructure is projected to see significant investment, with OpenAI planning to invest trillions in AI infrastructure development [4][18]. - The report emphasizes the importance of domestic production and localization in various sectors, particularly in electronic measurement instruments and low-altitude economy [4][7]. Industry Dynamics - Humanoid Robots: Key developments include the launch of the VLA model G0 by Xinghai Tu, a significant order received by Zhiyuan Robotics, and advancements in robot capabilities such as the Neo Gamma's 45-pound load capacity [1][2][21]. - Brain-Computer Interface: A breakthrough in decoding "inner speech" with a 74% accuracy rate has been achieved [26]. - Low-altitude Economy: Shanghai plans to establish a low-altitude industry fund to support development [27][29]. Company Dynamics - Zhiyuan Robotics has made strategic investments and secured significant orders, indicating strong market positioning [2][20]. - Companies like Songlin Technology and Rongtai Health are forming strategic partnerships to enhance their service offerings in the robotics sector [31][32]. Important Events Preview - Zhiyuan Robotics will launch its full product line on August 18, 2025, and hold a supplier conference on August 21, 2025 [2][33]. Key Company Profit Forecasts and Valuations - Several companies in the humanoid robot and AI infrastructure sectors are rated as "Outperform," with projected earnings per share (EPS) growth and favorable price-to-earnings (PE) ratios [9][35].

Core Viewpoint - The company has approved an investment in a partnership managed by Hubei Guoyi Investment Management Co., Ltd. to enhance its strategic investment layout and overall competitiveness in future industries [1][2] Group 1: Investment Details - The partnership will be established with Hubei Guoyi Smart Technology Service Co., Ltd. as the general partner, and the company, Hubei Yangtze River Industry Investment Fund Co., Ltd., and Hubei Humanoid Robot Industry Investment Fund Partnership (Limited Partnership) as limited partners [1] - The expected scale of the partnership is RMB 500 million, with the company planning to contribute RMB 200 million, accounting for 40% of the total committed capital [1] Group 2: Investment Focus - The partnership aims to engage in legally permitted equity investment activities in mainland China, focusing on future industries such as artificial intelligence, robotics, semiconductors, Beidou, and low-altitude economy [1] - The partnership is prohibited from investing in listed securities unless during the exit period of its investment portfolio [1] Group 3: Strategic Implications - The board believes that participating in the establishment of an investment fund focused on artificial intelligence will help the company leverage the expertise of its partners to identify and cultivate quality projects and technology resources [2] - This initiative is expected to further expand the company's interactive artificial intelligence industry layout and promote the achievement of its overall strategic goals [2]

以下文章来源于投资界 ，作者杨继云 王露 投资界 . 清科创业旗下创业与投资资讯平台 文 ｜ 杨继云 王露 来源｜ 投资界 （ID： pedaily2012 ） 封面来源 ｜ 视觉中国 "上市就像结婚领证，意味着以后要承担更多义务了。"两个月前，影石创新深圳总部，刘靖康（JK）向投资界一众媒体聊起上市心情，彼时他刚从上交所 科创板敲钟回来。 没想到，此后影石创新一路上涨——最近多个交易日里股价收获"20cm"，市值创下历史新高，突破1200亿元。截至8月18日收盘价达到300元/股，以发行 价47.27元/股来计算，上市2个月来已经暴涨约530%。 终于，这位科创板首位敲钟90后——刘靖康，成为千亿市值公司掌门人。 市值1200亿。 短短十年，从走出校园的学生到掌舵千亿市值，这是以往不敢想象的一幕。然而行至当下，身处中国科技时代，这样的故事正在涌现。 科创板首位90后创始人 坐拥1200亿市值 一个千亿新股诞生。 8月18日，影石创新开盘后股价大幅走高，市值冲破1000亿。稍早几天里，影石官宣全球首款全景无人机"影翎Antigravity A1"，并开启全球公测，随后两 个交易日里股价收获两次"20cm"涨停 ...

Group 1 - The 2025 World Robot Conference showcased innovative technologies, including a robot dog capable of carrying humans [2]

近日，超高仿生情感交互机器人企业首形科技(AheadForm)宣布完成新一轮融资。 本轮融资由雷军旗下的顺为资本领投，老股东招商局创投、深创投、智元机器人超额加注，奇绩创坛、 五源资本追投，深蓝资本担任独家财务顾问。融资资金将主要用于情绪基座模型的持续迭代与多场景产 品的商业化落地。 公开资料显示，首形科技成立于2024年6月，是一家专注于高端、超仿生仿人机器人研发的企业，旨在 为市场提供具有高度拟人化特征的机器人产品。通过软硬件全栈自研，首形科技突破了动态"恐怖谷效 应"技术瓶颈，开发出全球首个可连续优化、可微分的高维情绪基座模型。 其创始人胡宇航是哥伦比亚大学博士，长期研究机器人自我建模、自主认知与类人交互系统等方向。此 外，胡宇航也是一位"网络大V"，其自媒体账号粉丝数量超过百万。其团队成员多毕业于美国宾夕法尼 亚大学、英国帝国理工学院等全球顶尖学府，研究方向涵盖机器学习、大模型多模态、机械工程、机器 人学、具身智能、自然语言处理、计算机视觉、心理学和化学工程等多个领域。 目前，首形科技已形成Elf系列、Lan系列及高性能无刷微型电机三大产品线。Elf系列为超逼真类人机器 人，具备30个自由度，可实现环 ...

以下文章来源于iNews新知科技 ，作者iNews新知科技 关注科技，自有新知 来源丨 iNews新知科技 作者 | 声波 康迪科技（KNDI.US）8月19日发布第二季度及上半年业绩公告，并召开财报电话会议。根据财报显示，康迪2025年上半年实现营业收入 3630万美元，毛利1640万美元，毛利率较2024年同期提升13.5%。净利润为170万美元，较2024年同期下降28.7%。 iNews新知科技 . | | 2025年上半年 | 2024年上半年 | 同比变化 | | | --- | --- | --- | --- | --- | | 营业收入(净额) | 36.3 | e 59.8 | | -39.3% | | 毛利润 | 16.4 | કે 19.0 | | -13.6% | | 毛利率 | 45.2% | 31.7% | | | 此外，2025年上半年销售成本和管理费用分别为1990万美元和1130万美元，较去年同期分别下降了51.3%和 22.6%，但研发费用250万美元， 较去年同期增长了48.5%，主要由于新的电池产品研发项目。 虽然略有亏损，但财报发布后，康迪科技在19日股价还是大涨13 ...