机器之心报道 机器之心编辑部 宇树的上市进程，终于又向前迈进了一步。 9 月 2 日晚间，杭州宇树科技股份有限公司（简称「宇树科技」）发布声明说，预计于今年四季度向证券交易所提交上市申请文件，立即引来了大量关 注。 完整公告内容如下： 宇树科技自成立以来一直是一家「民用机器人公司」。目前，公司正在积极推进首次公开募股（IPO）的准备工作。根据 IPO 计划，公司预计将在 2025 年 10 月至 12 月期间向证券交易所提交备案文件，届时公司的相关经营数据将会正式披露。 接下来简要介绍一下公司产品的收入结构。我们以 2024 年为例（具体数据应以后续 IPO 备案文件披露的信息为准）： 四足机器人、人形机器人及零部件产品的销售额分别约占 65%、30% 和 5%。 其中，大约 80% 的四足机器人用于科研、教育和消费领域，其余 20% 用于工业领域，如检测和消防。人形机器人全部应用于科研、教育和消费领域。 自成立以来，宇树科技一直致力于高性能通用机器人在民用领域不同产业中的应用，并在公司官网、产品手册、合作协议以及各类文件中明确声明和限制 特此提醒各方需谨慎识别，不要将其他公司的机器人产品或第三方改装设备误认 ...

Group 1: Industry Overview - The humanoid robot sector is undergoing unprecedented transformation and technological breakthroughs, with significant developments highlighted by the release of the "Humanoid Robot Detection and Certification White Paper" in April 2025, which provides a systematic analysis of the industry's quality assurance system [1] - The World Robot Conference held in Beijing in August 2025 showcased over 200 domestic and international robot companies, emphasizing the current state and future trends of the industry [1] - Humanoid robots are a convergence of multiple industries and disciplines, heavily reliant on continuous advancements in AI technology, which has opened up vast development opportunities for the entire industry chain [1] Group 2: Investment Opportunities - 2025 is anticipated to be the "year of mass production" for the global humanoid robot industry, driven by technological advancements such as the application of biomimetic materials, the proliferation of high-precision sensors, and the progress of multimodal AI algorithms [2] - The industry expects robot shipments to exceed 100,000 units in 2025, marking the transition from laboratory concepts to commercial viability [2] - The reduction in production costs through modular design, supply chain optimization, and automated production lines is accelerating the mass production process, creating numerous investment opportunities across the industry chain [2] Group 3: Sector Analysis - In the upstream core components sector, there is significant investment potential in high-value areas such as reducers, six-dimensional force sensors, and lead screws [3] - Midstream manufacturers with system integration capabilities and proprietary application scenarios are gaining market attention and are viewed positively for their growth prospects [3] - The downstream application of humanoid robots spans various fields, including exhibitions, education, industrial manufacturing, and healthcare, with the potential for rapid growth as technology advances and application scenarios expand [3] Group 4: Market Performance - The Sci-Tech 200 Index has seen a robust increase of 54.90% year-to-date as of August 29, 2025, while the Sci-Tech Composite Index has risen by 43.29%, indicating strong market recognition and expectations for the sci-tech sector [3] - The performance of the Sci-Tech 200 ETF (589200) has shown strong momentum since its launch on August 8, 2025, with a trading volume of 756 million yuan and an average daily trading volume of 84 million yuan [4][5] Group 5: Fund Management and Strategy - The Sci-Tech 200 ETF (589200) is part of a comprehensive strategy by ICBC Credit Suisse to capture investment opportunities in the AI wave, focusing on smaller, more agile companies within the Sci-Tech sector [4] - ICBC Credit Suisse has developed a dual-driven, layered approach to investment in the technology sector, combining passive and active management strategies to provide diverse investment tools [7] - The firm has established a strong research and investment team with an average experience of over 12 years, ensuring the continuous evolution of investment philosophy and research culture [9]

Core Viewpoint - Midea Group has reported record-breaking half-year results for 2025, with a significant increase in stock price following the announcement of a mid-year dividend of 5 yuan per 10 shares (before tax) [1] Financial Performance - In the first half of 2025, Midea Group achieved total revenue of 252.3 billion yuan, a year-on-year increase of 15.7% - The net profit attributable to shareholders reached 26 billion yuan, up 25% year-on-year - Operating cash flow net amount was 37.3 billion yuan, reflecting an 11.3% increase, with a net profit margin of 10.6%, up 0.9 percentage points year-on-year [4][5] Business Segments - The home appliance business showed steady growth, while the ToB (business-to-business) segment experienced significant expansion, with ToB revenue reaching 64.5 billion yuan, a 20.8% increase [4][5] - Midea's smart home business revenue was 167.2 billion yuan, growing by 13.31% [5] Market Trends - The domestic home appliance market saw a retail value of 453.7 billion yuan in the first half of 2025, a 9.2% increase, while white goods exports reached 68.794 billion USD, up 6.3% [5] - Midea's innovative products and multi-brand strategy have allowed it to capture the M-shaped consumption trend, solidifying its market leadership [9] Global Expansion - Midea Group's revenue from domestic markets was 145.1 billion yuan, a 14.2% increase, while international revenue reached 107.2 billion yuan, growing by 17.7% [11] - The company has established 63 major overseas manufacturing bases and expanded its presence in over 200 countries and regions [14] Innovation and R&D - Midea's R&D investment in the first half of 2025 was 8.8 billion yuan, a 14.4% increase, leading to significant technological advancements and product innovations [26] - The company has entered the humanoid robotics sector, with its first humanoid robot, Meiro, successfully operating in its manufacturing facility [15][22] Shareholder Returns - Midea Group has announced plans for a mid-year dividend and has repurchased over 4.4 billion yuan worth of shares, reflecting its commitment to enhancing shareholder returns [27]

每经AI快讯，有投资者在投资者互动平台提问：埃斯顿酷卓科技有限公司的人形机器人产品有哪些？ 目前会不会推出新品？和国内宇树、智元相比，有什么优势？有无机器人代加工的生产线？ （文章来源：每日经济新闻） 埃斯顿（002747.SZ）9月3日在投资者互动平台表示，公司参股的埃斯顿酷卓新发布了第二代人形机器 人Codroid 02，这款人形机器人从自主核心部件、智能架构创新、全场景工业落地三个维度全面展现了 其在具身智能领域的最新成果。（1）核心部件持续优化，全身一体化关节模组由埃斯顿酷卓全自主研 发，实现力量与精度的平衡；（2）快慢系统具身架构，进一步提升了机器人的智能化和任务执行的成 功率；（3）工业场景全面覆盖，探索人机协作新模式，既可完成体力劳动，也可实现精细化工作。 ...

机器之心报道 机器之心编辑部 宇树的上市进程，终于又向前迈进了一步。 9 月 2 日晚间，杭州宇树科技股份有限公司（简称「宇树科技」）发布声明说，预计于今年四季度向证券交易所提交上市申请文件，立即引来了大量关注。 完整公告内容如下： 宇树科技自成立以来一直是一家「民用机器人公司」。目前，公司正在积极推进首次公开募股（IPO）的准备工作。根据 IPO 计划， 公司预计将在 2025 年 10 月 至 12 月期间向证券交易所提交备案文件，届时公司的相关经营数据将会正式披露 。 接下来简要介绍一下公司产品的收入结构。我们以 2024 年为例（具体数据应以后续 IPO 备案文件披露的信息为准）： 四足机器人、人形机器人及零部件产品的销售额分别约占 65%、30% 和 5%。 其中， 大约 80% 的四足机器人用于科研、教育和消费领域，其余 20% 用于工业领域，如检测和消防。人形机器人全部应用于科研、教育和消费领域 。 自成立以来，宇树科技一直致力于高性能通用机器人在民用领域不同产业中的应用，并在公司官网、产品手册、合作协议以及各类文件中明确声明和限制相关用 途。 特此提醒各方需谨慎识别，不要将其他公司的机器人产品 ...

以下文章来源于42号电波 ，作者大吉 42号电波 . 42HOW 旗下专注 AI 智能硬件与具身智能的科技媒体，致力于深度报道和洞察前沿科技，探索智能技术如何重塑未来生活。 2025年，锦秋基金已完成对地瓜机器人的投资 。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术和创新商业模式的通用人工智能初创企业。 2025年8月29日，42号电波对地瓜机器人进行了报道，以下为此次报道的转载。 对话地瓜机器人隋伟：VGGT、数据闭环与具身智能，机器人产业的新篇章 人工智能正经历一场新的范式转变。十年前， 自动驾驶 还是技术最前沿的舞台：从早期的模块化感知与规则驱动，到 2019 年之后的 BEV 与 Transformer 融合，再 到如今端到端的大模型路线，行业经历了数次迭代，如今已进入工程收敛期。但与此同时，另一条平行线—— 机器人 ——正在悄然兴起。 在 2023 年， 隋伟 选择从地平线转向地瓜机器人，正是因为看到了这种交汇的拐点。他在采访中坦言，自动驾驶的技术栈已逐渐收敛，后续更多是工程优化；而机 器人则正处于一个早期未解之地：硬件形态尚未统一，算法框架 ...

Group 1 - UU Run's response to the "clothing clash" incident emphasizes their intention to respect original designs and their preparedness to present evidence if necessary [2] - Daiwa's report highlights the accelerating adoption of humanoid robots in China, driven by significant market demand in manufacturing, logistics, healthcare, and AI training [3] - Samsung and SK Hynix plan to extend DDR4 production into next year due to stable prices amid supply constraints [4] Group 2 - Hubei's plan aims to establish a technology finance center in Wuhan by the end of 2027, with 25 specific measures to enhance financial services and attract resources [6] - Nestlé appointed Philipp Navratil as the new CEO following the dismissal of Laurent Freixe due to undisclosed personal relationships with subordinates [7] - Tesla's "Master Plan Part 4" focuses on creating products that integrate AI into the physical world [8] Group 3 - Renault appointed Katrin Adt, a former Mercedes-Benz executive, as CEO of the Dacia brand, reporting to the Chief Growth Officer [9] - XAG reported a 31% revenue increase in the first half of 2025, with non-mainland revenue accounting for 79.5% and a significant reduction in adjusted net losses [10] - Haidilao launched its first "super dessert station" in Shanghai, offering over 30 products with most priced under 15 yuan [11] Group 4 - XPeng delivered 37,709 vehicles in August 2025, marking a 169% year-on-year increase, with the launch of the new P7 model achieving over 10,000 pre-orders in just 7 minutes [12] - Pang Donglai announced a reward system for reporting counterfeit products, offering up to 500,000 yuan for verified information leading to penalties against offenders [13] - Tesla's market share in Norway reached nearly 22% in August, while BYD's registrations doubled compared to the previous month [14]

今年以来，如果要问最火的科技独角兽是谁，估计前几名中一定要幻方量化和宇树科技了，作为能在春晚上扭秧歌的机器人公司，宇树科技可以说是大出风 头，就在最近宇树科技要在四季度提交IPO申请的消息传来，让人不禁想问宇树科技的资本市场之路该怎么看？ 一、宇树科技要四季度提交IPO申请了？ 其次，宇树科技的机器人产品早已在市场上崭露头角，声名远扬。其研发生产的各类机器人凭借先进的性能、精准的操作以及高度的智能化水平，广泛应用 于工业制造、物流配送、医疗服务等多个领域，赢得了客户的广泛认可和好评。随着市场需求的持续攀升，市场对宇树科技的看好情绪愈发显著。这种积极 的市场预期不仅体现在产品的销售数据上，更反映在投资者的热情追捧中。当一家企业的产品和服务得到市场的广泛接纳和喜爱时，其品牌价值和市场影响 力也会随之水涨船高，进而为其上市之路铺就了一条坦途。可以说，旺盛的市场需求和良好的市场口碑，如同强劲的东风，有力地助推了宇树科技迈向资本 市场的步伐。 宇树科技表示，以2024年为例，四足机器人、人形机器人和组件产品的销售额分别占约65%、30%和5%。其中，约80%的四足机器人被应用于研究、教育和 消费领域，而剩余的20%则被 ...

1、 中国人形机器人亮相上合组织峰会 近日，规模空前的上合组织峰会在天津举行，20多位外国领导人及10位国际组织负责人齐聚。天津梅江国 际会展中心二期的新闻中心科技感爆棚。一进门，一款高仿真人形智能机器人格外吸睛，其短发、红唇、 金属色躯干，能以中、俄、英三语互动，提供信息咨询、场地指引等全方位服务。此外，送物机器人穿梭 其间，8K技术结合创新交互带来独特体验，制作冰淇淋、写书法的机器人也各展身手，自动充电机器 人、"圣·宝莲尊"全自主无人机巡检系统等纷纷亮相。 2、 宇树科技预计第四季度申请IPO 据彭博引述消息人士报道，阿里巴巴支持的机器人公司Quicktron（快仓智能）已秘密申请香港IPO，最快 或于明年上市，预期募资至少1亿美元。据悉，快仓智能成立于2014年，是全球第二大智能仓储机器人系 统供货商，专注为客户提供以移动机械人集群及智能操作系统为核心的解决方案。历经数轮融资，其投资 者阵容强大，涵盖百世快递、菜鸟、软银中国资本等众多机构。值得一提的是，南山控股旗下宝湾物流为 快仓智能子公司提供3.5亿元银行授信担保，双方资本绑定紧密，共同打造的上海快仓宝湾产业园是合作 标志性项目。此次快仓智能申请香 ...

为了深入推动智能机器人全产业链区域协同和融合发展，支持新技术新产品在重点终端市场应用，工业和 信息化部产业发展促进中心湾区制造业创新成果产业化服务中心（简称"湾区中心"）拟于9月18日 重点围 绕智能机器人各细分方向，展开 全产业链优质项目供需与政策交流座谈会 。座谈会主要围绕政策解读、 应用落地及产融结合等方面，全方位介绍广州市黄埔区在智能机器人领域的政策体系，通过"机器人+"应 用示范带动效应，推动机器人产业链需求侧与供给侧的深度协同。 重点诚邀具备产业化落地意愿及诉求 的智能机器人产业领域优质创新成果项目/企业开展交流研讨座谈。 7月3日， 广州开发区、黄埔区在PCI未来社区举办 "人工智能+机器人"系列产业政策新闻发布会 ，重磅推出 "人工智能+机器人" 系列政策，即支持人工智能、具身智能、集成电路、超高清视频与新型显示产业高质量 发展若干政策措施， 形成了 4大政策近40条措施 ，最高给予 1 000万 元扶持 ，以政策创新激活产业动能。 据悉，这是黄埔区首次将政策新闻发布会开进企业园区，融合了政策宣讲、产品展示，第一时间将新鲜出炉的 政策送上门，现场吸引媒体朋友、相关企业、投资机构、金融机构、创业 ...