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开源证券给予科达自控“增持”评级:签约联合研发矿山具身智能机器人,煤炭行业复苏有望推动智慧矿山增长
Sou Hu Cai Jing· 2025-11-23 09:07
免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 每经头条(nbdtoutiao)——"抛售日本"?GDP负增长,股市跳水,国债被抛,日元贬值!高市早苗"亡 命一搏":"灌水"21万亿!专家:恐赴"特拉斯风暴"后尘 (记者 曾健辉) 每经AI快讯,开源证券11月23日发布研报称,给予科达自控(920932.SH)"增持"评级。评级理由主要 包括:1)矿山具身智能机器人联合研发签约,多个项目通过验收标准;2)预计2025年智能矿山市场规 模将达670亿元,国内重卡行业电动化进程加速。风险提示:研发进度受阻风险、市场竞争加剧风险、 新业务推广不及预期风险。 ...
一周落地三个项目 未来产业集链成群
Sou Hu Cai Jing· 2025-11-23 06:33
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 ...
双向滋养 越用越灵——上海宝山智能机器人掀起产业升级浪潮
Xin Hua Wang· 2025-11-23 02:09
当智能制造叠加信息传感、场景应用、市场检验……"机器人"在当下有了更具象、多元的定义和呈 现。 11月21日,上海宝山吸引众多智能制造"高手"齐聚一堂,有善打拳、能号脉的具身机器人,有会书 法、做质检的灵巧手和机械臂,还有叠加机器人的成像系统和构建机器人的关键组件……上海宝山智能 机器人产业大会举办两年来,已成为智能制造俱乐部和竞技场。 2025上海宝山智能机器人产业大会在这里举行。展区一侧,宇树科技的两个机器人拉开拳击对决、 新松机械臂挥毫泼墨、机器人"老中医"把脉问诊、机器狗现场巡逻;另一侧,巨蟹的"关节"、意优科技 的"骨骼"到坤维科技的"触觉"传感器,带观众"洞观"智能机器人"多才多艺"背后的产业全链条支撑。 2025上海宝山智能机器人产业大会上,宇树科技的两款人形机器人在现场拳击对决,吸引众多目 光。新华社发(受访单位供图) 智能机器人产业的热浪驱散了初冬的微寒,也让宝山的产业创新升级再添亮色。 位于宝山的上海机器人产业园早在十多年前就瞄准了机器人产业赛道,从吸引国际机器人企业巨头 落户,到培养本土初创企业成长,再到构建产业链开拓国际市场,其形成的强磁力吸引了国内外优质智 能制造企业纷至沓来,产业规 ...
2025宝山·智能机器人产业大会暨嘉年华隆重开幕
机器之心· 2025-11-22 09:00
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]
42个项目落地 上海闵行启动长三角制造业研发集聚区建设
Xin Hua Cai Jing· 2025-11-22 06:06
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 ...
天志范式(上海)科技有限公司成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-11-22 04:32
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)。 ...
人民日报:科创新苗引来金融活水
Ren Min Ri Bao· 2025-11-22 04:00
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]
科创新苗引来金融活水
Ren Min Ri Bao· 2025-11-21 07:56
在湖北武汉,被称为"中国光谷"的武汉东湖新技术开发区内,有着5000多家科技型企业。 投早、投小、投长期、投硬科技,在光谷这个蓬勃发展的创新生态系统中,包含信贷、保险、风险 投资、融资租赁等金融业态的1000多家金融机构,为需求各异的科技型企业量身定制金融服务。 金融活水如何滋养科技创新?一株科创新苗的诞生与发展,给出了答案。 练就一双慧眼—— 人民日报记者赵展慧 新时代以来,金融活水攀"高"逐"新",为高质量发展注入源源不断的动力。 习近平总书记指出:"引导金融机构健全激励约束机制,统筹运用好股权、债权、保险等手段,为 科技型企业提供全链条、全生命周期金融服务,支持做强制造业。" "十五五"规划建议提出:"大力发展科技金融、绿色金融、普惠金融、养老金融、数字金融。" 2018年成立以来,格蓝若从单一的电力智能感知业务进入智能机器人、精密运动控制等领域,成长 为竞逐多赛道的多面手。 在这一过程中,金融支持踩准了公司的每一个成长节拍。 "我们最开始做智能电网设备,能在不断电的情况下检定互感器等电网设备。"高峰介绍,在初创 期,武汉光谷烽火集成电路创业投资基金合伙企业(有限合伙)等机构参与公司多轮股权融资,有力支 ...
从“汽车大脑”到“机器人大脑”,横跨两大高景气赛道的黑芝麻智能(02533)有望加速价值跃迁
智通财经网· 2025-11-21 01:08
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].
第十八届欧洽会成都开幕,促中欧企业“精准对接”
Zhong Guo Jing Ji Wang· 2025-11-20 08:17
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]