SHENZHEN, China, Nov. 28, 2025 (GLOBE NEWSWIRE) --  MingZhu Logistics Holdings Limited (Nasdaq: YGMZ, “MingZhu” or the “Company”) today announced that its subsidiary, Mingzhu Technology Limited, has entered into a significant sales contract with TickToc Apex Inc. (“TickToc Apex”) on November 27, 2025 for the supply and sale of 10,000 advanced MZ-01 model Robot Dogs. Under the contract, Mingzhu Technology will deliver all Robot Dog products in batches to TickToc Apex’s designated domestic warehouse in the Un ...

在科幻电影中，手术机器人总能精准无误地完成各种复杂操作。然而在现实中，要让机器人实现如此稳定可靠 的精巧操作，却一直是科学家们攻坚的难题。 传统解决方案依赖于复杂的电子力传感器和算法，但这带来了成本高昂、在狭小或特殊环境中可靠性不足等问 题。 有没有一种更简洁的解决思路？ 近日， 浙江大学航空航天学院交叉力学中心杨卫院士、李铁风教授、杨栩旭研究员团队与浙江大学医学院附 属邵逸夫医院蔡秀军院士团队 协作，联合多个学科交叉研究 一项研究成果，作为 封面文章登上国际顶刊《 Nature 》 。 研究团队从 "系鞋带"这个日常动作中汲取灵感，开发了一种基于滑结的机械智能传动机制。创 新性提出 "Sliputure"——活结智能缝线， 成功将其应用于外科缝合，并有望指导其他机器人和智能结构设 计。 这项技术无需任何电子传感器和复杂程序，就能让 机器 人与 医生以 95.4%的超高一致性 传递 和感知力度 ，仿佛被赋予了与生俱来的肌肉记忆。 临床实验表明， 此项技术能让初级外科医生的手术打结力精度飙升 121% ， 比 肩资深医学专家。 这究竟是如何做到的？又将为机器人领域带来怎样的革命？ ▍ 横在 机器人 面前的一座大 ...

跨学科的合作与探索,确保技术应用 的安全性与可持续性。在这个生态系 统中，政府、科研机构、企业和公众 都应积极参与，共同探讨利用具身智 能技术推动社会进步。 在这一时代，具身智能（Embodied Intelligence ） 从 "算 法 驱 动 " 向 "物理交互驱动"进行跃迁，标志着 我们正在迈入一个人与机器深度融合 的新阶段――人机共生成为关键。人 类与智能系统之间的合作关系不仅能 够提升生产力，还能在各个领域创造 新的价值。以机器人为代表的具身智 能系统,能在家庭、制造、特种等行 业辅助人类完成复杂任务，并帮助人 类作出更明智的决策。人类则以其独 特的情感和创造力，推动智能技术的 快速发展。 构建一个健全的人机共生生态,需要 分论坛主题 具身智能时代，人机共生生态 组织机构 艺五五十 エリ宇 | 山 香港科技大学 (广州) 协办单位 香港科技大学（广州）系统枢纽、信息枢纽 分论坛时间 2025年12月8日 (周一) 9:00-17:00 分论坛地点 广东省广州市南沙区 南沙国际会展中心·香港厅A 分论坛议程 开幕式 09:00-09:20 揭牌仪式 09:20-09:30 主旨报告 09:30-10 ...

【今日速览】 ①人形机器人业务布局400+料号，切入北美供应链，机构预计该业务将贡献30亿元净润增量！还有 AI端侧创新+新能源产能释放，目标价54.45元隐含超40%上涨空间； ②44.8%能耗增速倒逼供电革新，这种省一半空间的供电方案渗透率正快速提升！115亿SST市场下 这三类标的率先卡位。 点击付费阅读，解锁市场最强音，把握投资机会！ 前言 券商研报信息复杂？机构调研数据过时？屡屡错失投资机会？那是你不会挖！想知道哪份研报有用？什 么时候该看？《研报金选》满足你！每日拆解热门产业链或核心公司，快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘，游资私募都在用！ 【金选回顾】 持续关注固态电池领域投资机会，10月26日提示关注固态电池生产设备已获得商业化落地的金银 河，期间涨幅约40%。 ...

Core Insights - The rise of humanoid robots in China is marked by over 150 companies entering the market, with many being new entrants or companies pivoting from other industries [3][5] - The humanoid robot sector is experiencing rapid growth, with an annual increase of over 50%, potentially reaching a market size of 100 billion by 2030 [5][19] - Companies like Xiaomi and Huawei are leveraging their existing expertise in supply chain management and ecosystem integration to innovate in the humanoid robot space [7][12] Industry Overview - The influx of new players in the humanoid robot market resembles a crowded scene, with many companies producing similar products, leading to concerns about homogenization [5][11] - The competition is fierce, and companies that lack genuine technological advancements may struggle to survive, as evidenced by the dissolution of Yixing Robotics [11][12] - The focus should shift from merely creating humanoid robots to developing specialized robots that address specific needs in various sectors, such as healthcare and logistics [19][20] Company Strategies - Xiaomi aims to reduce the production cost of its CyberOne robot by 60% by 2025, applying its automotive supply chain experience [7] - Huawei's collaboration with robot companies to create integrated systems showcases the potential for enhanced functionality and responsiveness in home automation [7] - Successful players in the market are those who focus on unique technological capabilities rather than competing on superficial similarities [12][19]

Core Insights - The Chinese robotics industry is experiencing a shift from a focus on advanced algorithms to practical manufacturing challenges, particularly in the context of commercializing humanoid robots [1][3][19] - The Pearl River Delta region, particularly the 50-kilometer industrial belt from Shenzhen to Foshan, is emerging as a critical area for the practical application and production of robotics, leveraging its engineering capabilities and supply chain advantages [2][18] Group 1: Industry Trends - The initial phase of investment in robotics was characterized by a belief in software-driven solutions, but recent developments indicate a need for more durable and cost-effective physical implementations [1][3] - The "Sim2Real" gap highlights the challenges of transferring algorithms from simulation to real-world applications, necessitating physical feedback and robust manufacturing processes [5][19] Group 2: Regional Advantages - Shenzhen is recognized for its rapid validation environment, where policies and market dynamics foster quick iterations and product development [6][9] - Dongguan is positioned as a key area for scaling production, with a focus on reducing costs and increasing capacity to meet market demands [10][12][13] - Foshan serves as a practical testing ground for robotics applications, emphasizing the importance of real-world performance metrics like MTBF and ROI for industrial clients [14][16] Group 3: Future Outlook - The integration of advanced algorithms with robust manufacturing capabilities is essential for the future of embodied intelligence in robotics [19] - The collaboration between top research teams in Beijing and Shanghai and the manufacturing prowess of the Pearl River Delta is seen as a vital strategy for advancing China's robotics industry towards a trillion-dollar market [18][19]

25 November 2025 Asia Emerging Robotics Asia Emerging Robotics: The necessity of "laser eyes"; Good entry points for Hesai Dien Wang, Ph.D. +852 2123 2622 dien.wang@bernsteinsg.com Jay Huang, Ph.D. +852 2123 2631 jay.huang@bernsteinsg.com Eunice Lee, CFA +852 2123 2606 eunice.lee@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Weibin Liang, Ph.D. +852 2123 2666 weibin.liang@bernsteinsg.com Mika Fu +852 2166 4805 mika.fu@bernsteinsg.com Since our recent initiation (see here), ...

Investment Rating - The report assigns a "Buy" rating to SYTECH and Leader Drive, while it has "Sell" ratings on Envicool and Topband due to rich valuations and increased competition [1][8]. Core Insights - The report highlights a shift in global market liquidity from high-beta stocks like AI and humanoid robots to low-beta stocks, driven by stretched valuations and concerns over monetization [1]. - Order growth momentum for AI infrastructure components such as PCB, CCL, liquid cooling, and power supply is expected to continue rising through 2026 [1]. - SYTECH is noted for its competitive advantage in the CCL market, being the first and only Chinese CCL player in NVIDIA's supply chain, while Leader Drive is positioned well in the US NEV and robot supply chain [1][2]. Summary by Sections AI Infrastructure Chain - The AI infrastructure supply chain, including CCL, PCB, liquid cooling, and power supply, accounts for a significant portion of AI server BOM, with CCL having a better competitive landscape due to high industry concentration [2]. - SYTECH is set to launch a five-year plan to capitalize on AI-CCL opportunities, with expectations of strong revenue and net profit growth of 30% and 164% respectively in Q4 [5]. - New entrants in the liquid cooling market are expected to challenge existing players like Envicool, which is facing increased competition [10]. Humanoid Robot Supply Chain - Leader Drive anticipates significant growth in shipments from major robotic players, with the first batch of shipments expected to reach over a thousand units this year [13]. - The emergence of new players like Xiaomi and XPENG is expected to benefit upstream component suppliers, including Leader Drive [13]. - Leader Drive is becoming a key supplier for harmonic reducers to leading US humanoid robot manufacturers, enhancing its market share [2][13]. AGV / AMR Warehouse Automation - The warehouse automation market is transitioning from traditional AGVs to more flexible AMRs, driven by e-commerce growth and labor shortages [17]. - Companies like Hangcha are expected to benefit from this transition, leveraging their existing capabilities in forklift manufacturing to enter the intelligent warehouse automation space [18][20].

Core Insights - The company, Zhongqing Robotics, is focused on developing humanoid robots with a "physical performance first" technology strategy, aiming to overcome industry technical bottlenecks and achieve significant sales growth by 2027 [1][3]. Company Development - From 2016 to 2020, the company transitioned from component procurement to full self-research and development, initially using international components but later deciding to develop core parts independently due to performance issues [2]. - The founder, Zhao Tongyang, established a research and development team of approximately 400 people across Silicon Valley, Beijing, and Shenzhen, completing the development of the first generation of humanoid robots [2]. - In 2023, the company was founded with a registered capital of 1 million yuan and a cash flow of 200,000 yuan, stabilizing its core team through equity incentives [2]. Technological Achievements - In October 2024, Zhongqing Robotics launched the world's first humanoid robot capable of straight-knee walking, breaking the limitations of the long-used bent-knee gait technology [3]. - The company has developed three product lines: small bipedal robots, large bipedal robots, and quadrupedal robots, with the first product SA01 priced between 30,000 to 40,000 yuan, significantly lower than previous models [3]. - The next product, T800, is designed for practical labor applications, focusing on enhancing load capacity and operational stability [4]. Market Strategy and Projections - The company aims to achieve sales of 10,000 to 20,000 humanoid robots by 2027, driven by China's robust robotics industry and increasing demand for automation [4]. - The commercial strategy focuses on gradual breakthroughs in specific application scenarios, prioritizing labor-intensive fields for large-scale deployment [4]. - The company is collaborating with major firms like JD, Tencent, and ByteDance to enhance decision-making and interaction capabilities in its robots [4].

央视网消息：由工业和信息化部、人力资源社会保障部、教育部等五部门联合主办，第三届全国工业和信息化技术技能大赛决赛11月27日在重 庆举行。 本届大赛聚焦工业机器人、新能源汽车、工业互联网、制造业数字化转型等重点领域设置了六大赛项，共吸引来自全国的408支队伍、834名选 手同场竞技。比赛结合实际应用，从企业研发生产一线的实际问题中提炼赛题。 工业和信息化部教育与考试中心主任郝志强介绍，大赛赛项均源于产业真实场景，选手在竞技当中形成的解决方案，具有极强的可复制性与推 广价值。 据了解，用于比赛的机器人就是全运会期间的机器人火炬手——"夸父"。在这里，"夸父"要根据选手的指令模拟工厂中巡检、搬运、上下料、 分拣等场景作业。 在智能网联新能源汽车赛场，选手们要在规定时间内完成智能硬件安装调试、故障检测排除，以及模拟自动驾驶和避障等多项复杂任务。 从场景应用出发 以赛促用 挑选技术尖兵 据了解，在这次比赛项目中首次将人形机器人和工业场景相结合，完成工业巡检、操作、搬运等多种环节。同时，还引入开源大模型，将人工 智能技术和工业机器人相结合，推动工业机器人从执行向理解与交互升级。 第三届全国工业和信息化技术技能大赛组委会 ...