新益昌在互动平台表示，公司新成立的机器人子公司主要从事人工智能的研发及各种机器人的制造和销 售。公司核心零部件如驱动器、高精度DDR电机、直线电机、运动控制卡及高性能一体式控制器等自 研自产的能力及软件控制等算法的深厚积累，为公司自研机器人奠定基础和跨越技术壁垒的能力，目前 公司正在积极研发和优化负责轨迹规划和运动控制的机器人"小脑"。 ...

Group 1 - The core point of the news is that Yaskawa Electric (China) Co., Ltd. plans to transfer 5,492,943 shares of Kaierda, accounting for 5.00% of the total share capital, due to its own funding needs [1][2] - The transfer will not occur through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the acquisition [1] - As of August 6, 2025, Yaskawa Electric (China) holds 15,108,244 shares of Kaierda, representing 13.75% of the total share capital, making it the second-largest shareholder [2] Group 2 - In the first half of 2025, Kaierda reported revenue of 316 million yuan, a year-on-year decrease of 1.81%, and a net profit attributable to shareholders of 2.365 million yuan, down 89.94% [2] - The net cash flow from operating activities for Kaierda was 11.0428 million yuan, a decline of 34.41% year-on-year [2] - Kaierda's initial public offering raised a total of 924 million yuan, with a net amount of 835 million yuan, exceeding the original plan by 518 million yuan [3]

"信心有数"栏目 南方都市报、南都大数据研究院"信心有数"栏目，用数据记录广东实现现代化的奋进之路，用数据描绘 万马奔腾共创美好的活力之路，用数据书写每一个你我昂扬向上的信心之路。 千里之行，系于你我；心中有数，广东可期。 这个夏天，广东用电负荷三度刷新纪录，峰值飙至1.65亿千瓦——相当于7个三峡电站同时发电。广东 由此成为全国首个用电负荷突破1.6亿千瓦的省份。截至2025年，广东用电负荷与电量规模连续十年蝉 联全国省级电网榜首，这块"电力第一省"的金字招牌，不仅靠的是实打实的"电力满格"支撑，还是当下 广东经济澎湃动能的生动写照。南都大数据研究院本期"信心有数"带大家从电力看广东经济活力图鉴。 向"新"而动 "三新"用电增速11倍碾轧大盘！ 翻开广东2025年第一季度用电"成绩单"，全社会用电量达1870.66亿千瓦时，同比增长2.99%。其中代表 新产业、新业态、新商业的"三新"行业发展强劲——其用电量同比飙升32.9%，是全省平均增速的11 倍！这一"三新"用电数据的跃升，正是广东新质生产力蓬勃发展的鲜明注脚。 作为新质生产力的核心支撑，广东在人工智能与机器人产业领域的发展尤为亮眼。2025年7月1 ...

Core Insights - The strategic partnership between Jiateng Electric and Wiggins has successfully achieved mass production of PEEK insulated flat wires, overcoming the technical barriers for 800V motor core materials [1] - PEEK, a specialized engineering plastic, is critical for addressing insulation challenges in 800V electric motors, which are essential for enhancing the range and charging speed of electric vehicles [1] Group 1: Company Developments - Jiateng Electric has established itself as a key player in the production of PEEK flat wires, securing project allocations from major automotive manufacturers such as Lotus, BMW, Audi, Mercedes-Benz, and NIO, with over 80% of these being top-tier global automakers [1] - The partnership with Wiggins, which began in 2018 and evolved into a global strategic alliance in April 2023, focuses on the vertical integration of material research and manufacturing capabilities [1] Group 2: Industry Applications - PEEK flat wires have extended their applications into three emerging fields, including robotics, where they enhance motor power density and efficiency [2] - The adoption of PEEK flat wires in various robotic systems has led to significant improvements, such as a 30% increase in torque output for Fanuc's seven-axis robots and a 75% fill rate in motor slots compared to traditional motors [2] - The EH216-S flying vehicle from EHang successfully passed a 5000-meter altitude insulation test using PEEK flat wires, demonstrating their reliability in high-performance applications [2]

Core Viewpoint - The future of restaurants will involve collaboration between chefs and cooking robots, leading to a new model of Chinese restaurants that operate without traditional chefs, driven by the increasing maturity of cooking robots and the demand for standardization in the industry [2][5]. Group 1: Market Trends and Innovations - The restaurant industry is experiencing intensified competition, with a growing need for standardization in Chinese cuisine, which is being addressed by the introduction of cooking robots [2][5]. - The market for commercial cooking robots is expanding, with estimates suggesting that if 30% of the 9 million restaurants in China adopt these robots, the market could reach approximately 120 billion yuan [11]. - Companies like 京东 (JD.com) are entering the cooking robot market, indicating a significant interest and investment in this technology [10][12]. Group 2: Operational Efficiency - The introduction of cooking robots allows for a significant reduction in kitchen space requirements, with a restaurant previously needing 70-80 square meters now only requiring 25 square meters [7]. - The use of cooking robots has led to increased efficiency, with daily cooking volumes reaching over 1,300 dishes and a net profit margin of 25% compared to just 5% using traditional methods [5][8]. - Cooking robots can automate the cooking process, allowing one person to operate multiple machines, thus reducing labor costs and enhancing productivity [4][7]. Group 3: Product Development and R&D - Companies are focusing on developing intelligent recipes and optimizing cooking methods to enhance the capabilities of cooking robots, with a significant number of recipes being developed for use with these machines [7][13]. - The transition from traditional cooking methods to digitalized processes presents challenges for chefs, who must adapt to precise measurements and automated cooking techniques [8][13]. - The ongoing evolution of cooking robots aims to replicate the skills of master chefs, with advancements in temperature control and ingredient handling being key areas of focus [13].

Core Viewpoint - Nanjing Panda (600775.SH) has restructured its robotics research capabilities, now focusing on smart manufacturing systems and welding applications [1] Group 1 - The company previously established a robotics research institute in Japan [1] - The current robotics research center is located in Nanjing at the Panda Electronics Equipment Industrial Park [1] - The company's robotics are primarily used for integrated services in smart manufacturing systems [1]

Market Performance - The three major A-share indices closed higher, with the Shanghai Composite Index up by 0.45%, the Shenzhen Component Index up by 0.64%, and the ChiNext Index up by 0.66% [1] - The Northbound 50 Index increased by 1.58%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.7591 trillion yuan, an increase of 143.3 billion yuan compared to the previous day [1] - Over 3,300 stocks in the two markets experienced gains [1] Sector Performance - The PEEK materials, military equipment, and humanoid robot sectors saw significant gains [1] - PEEK materials showed strong performance, with companies like Zhongxin Fluorine Materials (002915) hitting the daily limit, and others such as Kaisheng New Materials (301069) and Xinhang New Materials (301076) also reaching the daily limit [1] - The military equipment sector continued to strengthen, with companies like Guorui Technology (300600) and Jiekang Equipment (300875) hitting the daily limit [1] - The humanoid robot sector also performed well, with Huami New Materials reaching the daily limit and several other companies like Haichang New Materials (300885) also hitting the daily limit [1] - Conversely, the pharmaceutical sector experienced a collective adjustment, with Qizheng Tibetan Medicine (002287) dropping over 9% and Guilin Sanjin (002275) declining nearly 7% [1]

Core Insights - The rise of cooking robots is transforming the restaurant industry, allowing for a reduction in traditional chef teams while emphasizing the importance of research chefs for recipe development [1][6][5] - The integration of cooking robots has led to increased efficiency and profitability in restaurants, with some establishments reporting daily cooking volumes exceeding 1,300 dishes and net profit margins reaching 25% [3][8][6] Industry Trends - The demand for standardized Chinese cuisine and the maturation of cooking robot technology are driving the emergence of "chef-less" Chinese restaurants [3][5] - The market for commercial cooking robots is expanding, with estimates suggesting a potential market size of approximately 1.2 trillion yuan if 30% of China's 9 million restaurants adopt these technologies [9][10] Company Developments - Companies like Tink Labs and JD.com are entering the cooking robot market, with Tink Labs reporting significant sales growth and partnerships with over 200 businesses [4][8] - Tink Labs has sold around 1,000 commercial cooking robots in the first half of the year, a significant increase from the previous year's sales [8][11] Financial Performance - The profitability of restaurants utilizing cooking robots is improving, with projections indicating that gross margins could reach 68% and investment payback periods could be as short as 8-9 months [7][8] - The average cost of a cooking robot is around 15,800 yuan, making it a feasible investment for many small to medium-sized restaurants [10] Future Outlook - The cooking robot market is expected to experience explosive growth in the next two years, driven by advancements in AI and automation technologies [11] - Companies are focusing on enhancing the precision and efficiency of cooking robots, with plans for new product launches and improvements in cooking methods [11]

上海电气（02727）午前股价上涨2.13%，现报3.35港元，成交额7518.88万港元。 据人形机器人发布消息，近日，上海电气正式发布了首款自研人形机器人"溯元"。据介绍，从外形与性能参数来看，"溯元"身高1.67米，体重50公斤，遵循人体工学原理设计，适合标准工厂环 东方证券指出，近年来随着人形机器人硬件技术的快速发展，市场对机器人的关注点也逐渐从"能不能造""能不能动"到"能不能使用"，而机器人的应用落地需要大小脑及模型的进步。近期国内 责任编辑：卢昱君 ...

上海电气（601727）(02727)涨近3%，截至发稿，涨2.13%，报3.35港元，成交额7059.21万港元。 消息面上，据人形机器人发布消息，近日，上海电气正式发布了首款自研人形机器人"溯元"。据介绍， 从外形与性能参数来看，"溯元"身高1.67米，体重50公斤，遵循人体工学原理设计，适合标准工厂环 境。此外，"溯元"全身拥有38个自由度，展现出高灵活度和协调性，能够在复杂多样的工业环境中灵活 穿梭。未来，"溯元"将搭载上海电气基于工业领域采集的数据语料所训练的垂直领域模型，在模型的支 持下，"溯元"将在巡检、抓取、搬运和装配等工业场景中发挥关键作用。 东方证券指出，近年来随着人形机器人硬件技术的快速发展，市场对机器人的关注点也逐渐从"能不能 造""能不能动"到"能不能使用"，而机器人的应用落地需要大小脑及模型的进步。近期国内外AI投资和 应用加速，人形机器人大模型也有望受益AI突破并出现会加速发展，看好机器人板块景气度上升。 ...