招股书显示，乐动机器人是全球领先的以感知智能为基础的全栈式智能机器人公司。公司打造了以视觉 感知为核心的智能机器人基础设施并赋能于各类智能机器人应用场景，同时提供视觉感知产品及整机智 能机器人产品。2024年，搭载公司的视觉感知技术的智能机器人数量超过600万台。 根据灼识咨询的资料，以2024年营业收入计算，乐动机器人是全球最大的以视觉感知技术为核心的智能 机器人公司。 目前乐动机器人是业内拥有最全面的智能机器人视觉感知产品矩阵的公司之一。产品涵盖了DTOF激光 雷达、三角测量激光雷达、固态线性激光雷达、单点激光雷达、3D结构光传感器等，可适配各类移动 机器人场景。 2024年，乐动机器人视觉感知产品创收3.41亿元，同比增长超1倍，占营收的73.02%。 由于视觉感知产品更多属于缺乏议价力的2B侧供应商环节，2024年毛利率仅有15.2%。这一毛利率显著 低于同业，同期视觉传感器企业奥普特、奥比中光的毛利率分别可达到42%、64%，均高出乐动机器人 超20个百分点。 这或和服务领域差异有关。奥普特、奥比中光主要服务领域包括消费级的同时还涉及工业级产品，但乐 动机器人的传感器主要集中在消费级的服务机器人，例 ...

Group 1 - The core viewpoint of the news highlights a bullish sentiment towards the robotics sector, with significant investments and optimistic production forecasts for humanoid robots in the coming years [1] - The Penghua Robotics ETF (159278) saw a net subscription of 11 million units, indicating strong market interest [1] - Major companies like Xiaomi and Changan Automobile are actively engaging in humanoid robot development, with Xiaomi planning to deploy humanoid robots in its factories over the next five years [1] - The National Development and Reform Commission (NDRC) has expressed intentions to guide healthy industry development, suggesting that supportive policies may be forthcoming [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the National Robotics Industry Index (980022) account for 40.47% of the index, with companies like Shuanghuan Transmission and Ecovacs leading the list [2] - The Penghua Robotics ETF closely tracks the National Robotics Industry Index, reflecting the price changes of listed companies in the robotics sector [1][3]

2025年，全球产业格局深度重塑与人工智能突破性发展相互交织，共同将机器人产业推向前所未有的战略机遇期。 作为全球机器人创新最活跃、市场规模最大的核心阵地， 中国已构建起覆盖上游关键零部件、中游整机制造、下游集成应用的完整产业链体系 ，本土企业的核心 部件经受过规模化验证，整体制造能力正向全球输出；摩根史丹利 2025年6月发布的《Robotics Unleashed,A New Era》报告更明确预测，至 2028年中国机器 人产业规模将实现翻倍增长。 与此同时，机器人产业的应用边界正持续拓宽：工业机器人在结构化场景中优化稳定性与执行效率，服务机器人在民生领域提升机动性与交互能力，物流机器人依 托自动化技术重构供应链流程 ——但行业仍面临关键课题：如何让上游核心技术复用至多元场景？如何加速创新成果从实验室走向产业化？如何链接全球资源实现 中国机器人产业的国际化突围？ 在此产业变革的关键窗口期， 2026年4月22 -24 日， 机器人全产业链接会 FAIR plus 2026将在深圳福田重磅启幕 。作为 深圳市机器人协会主办 的定位于 "全 产业链技术和开发资源平台" 的顶级盛会，本届展会将以磅礴的规模、深 ...

21世纪经济报道记者 陈思琦 深圳报道 当一个国际包裹抵达深圳，它可能受到一些"特殊礼遇"。 在机场国际货站，兆威机电自研灵巧手将对其进行分拣，智能查验机器人、无人驾驶牵引车、AGV机 器人等也将参与抓取、查验、搬运等环节；走出机场，它可以搭上"跨城急送"无人机，45分钟通达东 莞、中山、珠海等周边城市。 将这一切看似科幻的技术带入现实的，是"场景开放"。 11月7日，国务院办公厅《关于加快场景培育和开放推动新场景大规模应用的实施意见》（以下简称 《意见》）对外发布，首次在国家层面对场景培育和开放进行系统部署。 国家发令枪响，一场关于未来的城市竞赛悄然加速，不再仅是比拼政策优惠或重大项目引进，更深层次 的较量在于：为层出不穷的新技术、新产品、新业态提供最肥沃的"场景土壤"，完成从实验室到商业化 惊险一跃的"社会性中试"。 这场竞赛没有旁观者。北京、上海、广州、深圳、杭州、武汉、成都……从首都到一线城市，中国GDP 前100城市中，有超65座城市开展了场景创新相关工作，纷纷将"场景"写入顶层设计，发布机会清单、 搭建对接平台。 谁能领跑？各地政府的政策之外，产业底色、执行魄力和系统性打法或将是分野的关键。 一场 ...

Core Insights - The company "Daimeng Robotics" has recently completed a strategic round of financing, marking its second round of funding within three months, with a total financing amount reaching hundreds of millions [1] - The company focuses on embodied intelligence technology innovation, specializing in tactile perception and dexterous manipulation [1][2] Financing Information - Financing Round: Strategic round, marking the fourth round of financing for Daimeng, with a cumulative amount reaching several hundred million, setting a record in the tactile sensing field for angel round financing [1] - Financing Scale: Hundreds of millions [1] - Investors: China Mobile Chain Long Fund [1] - Use of Funds: The financing will accelerate the company's layout in cutting-edge technology breakthroughs, new product development and mass production, VTLA model construction, team expansion, and global market exploration [1] Company Background - Establishment: Officially operational since August 2023 [1] - Location: Shenzhen, Guangdong Province [1] - Team Background: Founded by Professor Wang Yu and Dr. Duan Jianghua from the Hong Kong University of Science and Technology, with core team members from top global universities and research institutions [1] Technological Highlights - The company aims to overcome industry bottlenecks such as low precision, single-dimensionality, and insufficient durability in robotic tactile perception [2] - Developed the world's first multi-dimensional high-resolution tactile sensor DM-Tac, featuring 40,000 sensing units per square centimeter, significantly surpassing human tactile capabilities [2] Market Potential - The global tactile sensor market is projected to reach $15.33 billion in 2024 and grow to $35.59 billion by 2031, with a compound annual growth rate (CAGR) of 12.8% [4] - The market for visual tactile sensors is expected to reach 18 billion when humanoid robot production reaches 1 million units [4] Product Matrix - Daimeng Robotics has established a complete product system covering "perception-operation-learning," including high-resolution tactile sensors, tactile end-effectors, remote operation data collection systems, and humanoid robots [5] - The company has released a flagship series of visual tactile sensors, achieving the highest shipment volume globally among similar products [8] Strategic Partnerships - China Mobile Chain Long Fund, initiated by China Mobile, aligns its investment strategy with national strategic guidance and development plans [9] - Daimeng Robotics is expected to deepen strategic collaboration with China Mobile, particularly in data collection, leveraging advanced VTLA models to maximize data value and enhance robotic intelligence [9]

Group 1 - The core viewpoint of the article highlights the recent analysis by CITIC Securities on the humanoid robot industry, indicating that the first batch of sci-tech entrepreneurial robot ETFs has been collectively submitted, which is expected to attract more capital into the robot sector, boosting market performance [1] - Google DeepMind's CEO expressed intentions to establish Gemini as the foundational software for the robotics world, having recruited the former CTO of Boston Dynamics as the Vice President of Hardware Engineering, signaling Google's increased investment in the embodied robotics field [1] - Robots are identified as a significant application of AI with vast potential for practical implementation, and the previous market correction in the sector has been substantial, suggesting that upcoming events such as Gen3 launches, new product releases, and Yushu's IPO progress should be closely monitored [1] Group 2 - The report suggests focusing on quality segments at the bottom of the market to capture certainty and core changes, such as dexterous hands, as the industry evolves [1]

【市场复盘】 本周一 （12月1日），科创人工智能ETF华夏（589010）收盘上涨1.63%。在经历早盘的短暂下探后， ETF迅速收复失地并站稳分时均线。持仓股方面多点开花，乐鑫科技强势领涨超8%，晶晨股份、复旦 微电等核心权重股涨幅均超4%，有效提振了板块情绪。流动性方面，全天成交额突破1.67亿元，交投 十分活跃。值得关注的是，该ETF获得超1亿元的巨额资金净流入，显示出主力资金对人工智能赛道长 期价值的坚定认可。机器人ETF(562500) 表现强势，全天走势稳健，最终以1.26%的涨幅收于日内最高 点0.961元，一举修复早盘微跌情绪。持仓股方面，多头氛围浓厚，超八成个股飘红，固高科技大涨超 6%领跑板块，拓邦股份、均普智能涨幅超4%。流动性方面，全天成交额突破9.2亿元，资金博弈激烈但 承接有序，显示出市场对机器人赛道在震荡行情中依旧保持高度的配置热情。 开源证券认为，把握人形机器人 "从技术验证到商业化落地" 关键期，优先布局具备技术优势、生态优 势和资本化提速的头部整机企业。 （文章来源：每日经济新闻） 2. 近日，宇树科技股份有限公司申请的"GAMEBOT"商标注册成功，国际分类为42类设计 ...

Core Insights - Wuhan has seen significant growth in its academic and innovation landscape, with the recent addition of 11 academicians, marking the highest number in history, reflecting the city's commitment to reform and innovation [2] - The city is emerging as a hub for humanoid robotics, with a complete industrial chain covering 85% of key components, supported by a robust ecosystem of over 80 core enterprises and nearly 1,000 related companies [5][7] - Wuhan is actively developing its semiconductor industry, establishing a collaborative research institute and an innovation alliance that includes over 300 entities, aiming for high-quality development in this sector [8][11] - The automotive industry in Wuhan is transitioning towards smart and integrated systems, with significant collaborations between traditional manufacturers and tech companies like Huawei [9][10] - The logistics infrastructure in Wuhan is evolving, with the establishment of multiple logistics hubs and enhanced connectivity through rail and air transport, facilitating the export of high-value products [13][15] Innovation and Technology - Wuhan's humanoid robotics sector is thriving, with the establishment of the largest training platform in the country and a comprehensive coverage of key components [5][7] - The city has successfully transitioned a laser scanning device from reliance on imports to a domestically produced product, reducing size and cost significantly [7] - The establishment of a public service platform for chip manufacturing reliability testing is set to enhance the local semiconductor industry [8] Automotive Industry - The collaboration between Dongfeng Motor Group and Huawei to create a new smart vehicle brand signifies a deep integration of traditional manufacturing with modern technology [9][10] - Wuhan has developed a leading smart connected vehicle testing demonstration area, with extensive infrastructure supporting autonomous vehicle operations [10][11] Logistics and Trade - The launch of the China-Europe Railway Express from Wuhan reflects a shift towards higher-value goods in trade, with a growing network of international routes [13][14] - The city has established itself as a logistics hub with multiple types of logistics centers, enhancing its role in global trade [14][15] - The implementation of efficient customs processes and the establishment of free trade zones are driving significant growth in foreign trade [15]

导语：150家企业扎堆，资本炒得太热了。 11 月 27 日，继高盛调查发现根本没有人形机器人大额订单之后，发改委也给这个行业泼了盆冷水。 以下文章来源于融中财经 ，作者付琪森 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 国家发展改革委政策研究室副主任李超说了这么一段话： 当前人形机器人技术路线、商业模式、应用场景都不成熟。全国已经有超过 150 家企业，半数以上是初创或跨界入局。 这对创新是好事，但要防 范两个风险： 一是重复度高的产品扎堆上市，二是研发空间被压缩。 注意，发改委没说"产能过剩"。因为 150 家企业， 2024 年全球出货才数千台，妥妥的探索期，哪来的产能过剩？ 但人形机器人今年频频出圈引发关注，也不是无的放矢，背后的资本已经热了起来。今年融资已经超 100 亿，背后的资本早已经炒得火热。要融 资，没有大订单是可以的，没有 demo 和原型机可不行。 李超的话里，藏着三个关键信息： 150 家企业，半数以上是初创或跨界，要防范"重 ...

转自：新华财经 新华财经北京12月2日电 四大证券报内容精华摘要如下： 中国证券报 •理财新势力亮相科创板打新 入场者为何仅为少数派 被称为"国产GPU第一股"的摩尔线程自启动新股申购以来，便持续吸引着市场目光。在这场由机构主导 的资本盛宴中，银行理财公司的身影尤为突出。宁银理财、兴银理财以A类投资者身份成功获配摩尔线 程股份，标志着银行理财权益投资迈出重要一步。事实上，这并非银行理财公司首次尝试IPO网下打 新。尽管业内将网下打新视为银行理财产品增厚收益的重要策略之一，但从实践情况来看，真正参与的 银行理财公司仍为少数。某城商行理财公司首席投资官表示："权益投资并非是银行理财公司的主菜。 若想参与新股申购并成功获配，需要公司拥有成熟的投研团队、专业的投研能力。" 2025年最后一个月的券商月度投资组合日前陆续出炉。数据显示，截至12月1日记者发稿时，券商已推 荐逾160只月度"金股"，中际旭创、美的集团、巨人网络、恒立液压等推荐频次居前。11月A股震荡调 整，券商11月"金股"不到三分之一在当月取得正收益，国联民生金股指数、华泰证券金股指数收益排名 靠前。12月1日，A股三大股指集体上涨迎来12月"开门红" ...