日前，一则关于"何小鹏哽咽"的消息引发众多网友的关注。能让小鹏汽车董事长、首席执行官何小鹏 动容至眼眶泛红的，正是小鹏新一代人形机器人IRON。 日前，在2025小鹏科技日上，IRON因其猫步走得过于流畅，登场时遭到了不少网友的质疑。次日，何小 鹏在现场让工作人员剪开IRON的腿部覆盖件，以证真实。"希望这是最后一次证明IRON是真的机器人，希 望今晚之后，能有更多人相信，能走出猫步的机器人是由中国企业制造的。"何小鹏的这番言论，虽显悲 壮，但自家的人形机器人被误认为是真人，却又透露出一丝"凡尔赛"的意味。 当然，不止小鹏汽车一家，近年来，越来越多的车企开始向"汽车＋机器人＋飞行器"三位一体的业务模式 转型。无论是出于跟风还是拓展生态，毋庸置疑的是，车企正试图从人形机器人和飞行汽车中，探寻企业 进化的全新维度。 车企跨界驶向多维战场 相较于初代IRON，全新一代IRON不仅能走猫步，还拥有拟人的骨骼、肌肉和皮肤，同时在仿生结构、智 能系统和能源架构方面实现了全面升级，使其在外观和思考交互上更加接近人类。除了人形机器人，小鹏 长期布局的飞行汽车也迎来了新进展。在2025小鹏科技日前夕，小鹏汇天飞行汽车量产工厂成 ...

11月21日，参观者步入2025中国5G+工业互联网大会展厅。新华社记者 肖艺九 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅观看展出的一款柔性制造岛式工作站。该工作站能满足汽车制造领域的部件生产。新华社 记者 肖艺九 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅观看展出的一款自动化三维扫描系统。新华社记者 肖艺九 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅参观。新华社记者 肖艺九 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅参观。新华社记者 杜子璇 摄 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅参观人形机器人。新华社记者 杜子璇 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅观看展出的全尺寸长飞一号机器人，该机器人具有感知、运控等功能。新华社记者 肖艺九 11月21日，一款机器狗在2025中国5G+工业互联网大会展厅表演。新华社记者 肖艺九 摄 11月21日，参观者在2025中国5G+工业互联网大会展厅参观一款踏勘机器狗。新华社记者 杜子璇 摄 ...

Group 1 - The company is inquiring about the development of humanoid robot thermal management modules or sensor housings and whether it has adopted Yizhim's (300415) seven-shot injection molding or semi-solid forming technology [1] - The company has not provided specific information regarding joint sampling or mass production orders [1] - The company encourages investors to follow up with official information for further updates [1]

Core Viewpoint - The company has been involved in the robotics sector for over 10 years, providing core components for humanoid robots and expanding its product offerings to enhance the value of individual robots [1] Group 1 - The company has successfully developed and is validating various key modules for humanoid robots, including transmission parts, structural components, actuators, and sensor housings [1] - The company has developed parts using a variety of materials such as aluminum alloy, magnesium alloy, titanium alloy, PEEK, IGUS engineering plastics, rubber, silicone, nylon, and fiber fabrics [1] - The company employs multiple manufacturing processes including CNC, 3D printing, die casting, injection molding, gear hobbing, and hot pressing [1] Group 2 - The company's projects are currently focused on transmission parts for dexterous hands, with plans to gradually increase the size of the transmission components [1]

Core Viewpoint - Dongjie Intelligent plans to enhance its smart manufacturing capabilities by purchasing 305 robots from Aobo (Shandong) Intelligent Robotics Co., Ltd, aiming to improve production efficiency and reduce costs [1][3]. Group 1: Company Overview - Dongjie Intelligent was established in 1995 and went public in 2015, focusing on smart manufacturing services, particularly in intelligent logistics equipment [9]. - The company has experienced a decline in performance over the past three years, with revenues of 1.143 billion, 872 million, and 807 million yuan, and net profits of 39.71 million, -243 million, and -257 million yuan for the years 2022 to 2024 [9]. Group 2: Acquisition Details - The procurement includes 50 welding robots to enhance welding efficiency and quality, 250 welding robots for specific projects, and 5 dual-arm coffee robots for employee use [3]. - Aobo Shandong has been a leader in collaborative robots, holding a 36.4% market share in China and ranking second globally [5]. Group 3: Leadership and Control - Both Dongjie Intelligent and Aobo Shandong are controlled by Han Yongguang, who is a prominent figure in the robotics industry [2][8]. - Han Yongguang has been recognized as one of the "Top Ten Financial Figures in Shandong" in 2023 and has extensive experience in the field [7]. Group 4: Future Plans - Aobo Shandong plans to invest 5 billion yuan to establish a robot industry base in Zibo, aiming to produce over 100,000 collaborative robots annually within three years, which is a fivefold increase from 2023 [6].

鸿海宣布与Intrinsic在美国成立合资公司，共同建设未来AI机器人工厂。双方团队将共同努力，将 Intrinsic的AI平台能力与鸿海的制造平台整合。目标是打造自适应的智能机器人解决方案，进一步提升 鸿海的生产设施乃至整个生态系统的效率。初期，双方合作将涵盖组装、检测、机器维护管理及物流应 用等一系列应用场景。 ...

Core Insights - Jiangsu Province's high-tech product exports reached 1.06 trillion yuan from January to October, marking a year-on-year growth of 7.6% [1] Group 1: Company Performance - Suzhou Linghou Robot Co., Ltd. experienced a nearly tenfold increase in export value during the same period, with products utilized in high-end manufacturing sectors such as consumer electronics and new energy [1] - The company emphasizes the importance of supply chain efficiency, highlighting measures like "two-step declaration" and "advance declaration" that facilitate the swift customs clearance of core imported components [1] Group 2: Trade Methods - Changshu Hongbo Communication Technology Co., Ltd. successfully exported soft flat cables valued at 340,000 yuan using the "outbound processing" trade method, which involves processing in overseas factories before returning to the company [1] - This trade method allowed the company to save 70,000 yuan on this single transaction, with an estimated annual cost reduction of 500,000 yuan [1]

人民财讯11月20日电，蓝思科技（300433）近日接受机构调研时表示，目前公司已切入北美及国内多家 头部机器人企业的供应链，关节模组、灵巧手、结构件已批量交付，人形机器人、四足机器人整机组装 规模位居行业前列。预计今年人形机器人出货3000台以上，四足机器狗10000台，初步成为最大的具身 智能硬件制造平台之一。2026年，预计实现人形机器人核心部件和整机组装规模翻番，2027年人形机器 人与四足机器狗出货量稳居全球前列。 ...

新华社北京11月19日电（记者高亢）"十五五"规划建议中提出，前瞻布局未来产业，推动具身智能等成为新的经济增长点。这将进一步推动具身 智能从"实验室技术"迈向"规模化应用"，让"有身体的智能"走进寻常生活。 10月24日，在安徽合肥，研发人员使用VR设备进行机器人遥操作，用于动作捕获采集数据。新华社记者周牧摄 何为具身智能？ 简单说，就是给人工智能装上"身体"、长出"血肉"，让它拥有"最强大脑"和"灵活四肢"。与我们熟悉的语音助手、图像识别等智能应用不同，具 身智能是拥有物理载体，可以"感知-决策-行动-反馈"的智能系统，它让人工智能实现了"知"到"行"的关键跨越。 DeepSeek等国产人工智能大模型火爆出圈；我国连续12年稳居全球第一大工业机器人应用市场，2024年中国市场工业机器人销量达30.2万台； 2024年，我国自主品牌工业机器人应用范围已累计覆盖国民经济71个行业大类……当前，我国具身智能产业发展虽处于起步期，但在大模型研发 和机器人制造等方面已具有较好基础。 当AI有了"大脑"和"身体"，将带来哪些改变？ 从产业维度看，它是推动制造业升级的"倍增器"。具身智能新产品助力智能制造，有望在提升生产 ...

Core Viewpoint - Dongjie Intelligent (300486.SZ) aims to enhance its smart manufacturing capabilities by signing a procurement contract with Aobo (Shandong) Intelligent Robot Co., Ltd for the purchase of robotic products [1] Group 1: Automation Improvement - The company plans to purchase 50 welding robots from Aobo to improve welding efficiency and quality [1] - The production workshop of the company's wholly-owned subsidiary, Taiyuan Dongjie Equipment Co., Ltd, has been in operation since 2009 and has a relatively low level of automation [1] Group 2: Project Requirements - The company will procure an additional 250 welding robots to meet the needs of its Haicheng Heze project and the Malaysia PTT project [1] Group 3: Employee Experience Enhancement - The company intends to purchase 5 dual-arm coffee robots to enhance the office experience for employees, which will be placed in the company and its subsidiaries' office areas for use by all employees and clients [1]