格隆汇9月3日丨哈森股份（维权）(603958.SH)公布，公司拟与关联方辰瓴光学、中科中成、非关联方 广东至高共同出资人民币10,000万元设立参股公司，参股公司主要从事机器人零部件、产品等采购、销 售业务，及相关技术服务等。参股公司注册资本为人民币10,000万元，其中：辰瓴光学认缴出资人民币 5,100万元，占注册资本的51%；中科中成认缴出资人民币1,000万元，占注册资本的10%；广东至高认 缴出资人民币2,900万元，占注册资本的29%；公司认缴出资人民币1,000万元，占注册资本的10%。 ...

该公司经营范围拟为：工业设计服务;软件开发;工业机器人制造;工业机器人销售;智能机器人的研发;智 能机器人销售;服务消费机器人制造;信息系统集成服务;人工智能基础软件开发;人工智能应用软件开发; 人工智能硬件销售;人工智能理论与算法软件开发;人工智能行业应用系统集成服务;人工智能公共数据平 台;特殊作业机器人制造;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广等。 哈森股份（603958）(603958.SH)公告，公司拟与关联方苏州辰瓴光学有限公司(简称"辰瓴光学")、中科 中成机器人技术(成都)有限公司(简称"中科中成")、非关联方广东至高共赢投资企业(有限合伙)(简称"广 东至高")共同出资设立中科中成供应链(成都)有限公司(暂定名)，参股公司注册资本为1亿元，其中公司 认缴出资1000万元，持股比例10%。 ...

证券日报网讯埃斯顿9月3日在互动平台回答投资者提问时表示，2025年8月8日-12日，公司携多款创新 性产品参加了2025世界机器人大会。公司通过参加行业展会等途径，积极与行业内优秀的企业开展交 流，探索合作机会，拓展业务渠道。 （文章来源：证券日报） ...

格隆汇9月3日丨英威腾(002334.SZ)在互动平台表示，公司目前暂未与宇树等人形机器人公司开展业务 合作。 ...

来源：猎云网 宇树科技IPO，又有新进展。 9月2日，宇树科技在社交平台X发文披露机器人业务声明称，公司一直是一家民用机器人公司，根据IPO计划，将在今年10月至12月之间提交上市文件，届 时将披露相关运营数据。 在声明中，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%则被用于工业领域，如检查与消防。人形机器人完全用于研究、教育和消费领域。 事实上，今年以来，宇树科技一直在提速IPO进程。 先是5月，宇树科技发布公告称，因公司发展需要，杭州宇树科技有限公司即日起名称变更为"杭州宇树科技股份有限公司"。 随后6月，公司便完成数亿元C轮融资，估值达100亿，由中国移动旗下基金、腾讯、锦秋、阿里、蚂蚁和吉利资本共同领投，宇树的绝大部分老股东参与了 跟投。 再到7月18日，根据中国证监会官网显示，杭州宇树科技股份有限公司已开启上市辅导，由中信证券担任辅导机构。 辅导备案报告显示，宇树科技公司控股股东、实际控制人为王兴兴，其直接持有公司23.8216%股权，并通过上海宇翼企业管理咨询合伙企业（ ...

【环球网科技综合报道】9月3日消息，据axios报道称，特斯拉首席执行官埃隆·马斯克近日表示，特斯拉约 80% 的长期价值将来自其人形机器人"擎天 柱"（Optimus），而非传统汽车业务。这一表态被视为马斯克再度淡化特斯拉"电动车制造商"身份、全面转向人工智能与自动化赛道的最新注脚。 据介绍，特斯拉上周发布的《特斯拉总体规划第四部分》以"可持续的富足"为核心愿景，提出将 AI 能力大规模迁移到人形机器人和无人出租车网络。然 而，该文件因缺少具体时间表和财务细节，引发市场的广泛质疑。电动汽车垂直媒体 Electrek 主编 Fred Lambert 直言："整份规划充斥着 AI 乌托邦式口号， 连 Grok（马斯克旗下 AI 聊天机器人）都能轻松生成。" 值得注意的是，长期唱多特斯拉的 Ark Investment Management 在最新研报中预测，到 2029 年仅自动驾驶出租车业务就可能贡献特斯拉 90% 的估值。Ark 认 为，特斯拉在德克萨斯州奥斯汀已开启带安全员的 Robotaxi 试点，未来有望在全球 10 万亿美元自动驾驶市场中抢占 Waymo 份额。不过，多家华尔街机构 对"擎天柱"能否 ...

Core Insights - The report by IDC indicates that the sales revenue of educational robotics hardware in China will reach 1.07 billion yuan in the first half of 2025, representing a year-on-year growth of 12.5% [1] - It is projected that by 2029, the sales revenue will increase to 3.93 billion yuan, with a five-year compound annual growth rate (CAGR) of 12.5% [1] Market Composition - The market is primarily composed of three main categories: programming, bionic, and interactive robotics [1] - Major domestic players such as UBTECH, Alpha Egg, DJI, Makeblock, and SenseTime's "Yuanluobo" occupy significant market shares [1] Industry Evolution - The industry is transitioning from "hardware innovation" to an integrated ecosystem of "hardware + content + services" [1]

（文章来源：中国基金报） 人民财讯9月3日电，9月2日，股票ETF（含跨境ETF）整体资金净流入142.7亿元，最新规模达4.27万亿 元。资金净流入前五的板块分别为人工智能（净流入23.2亿元）、通信（净流入19.7亿元）、证券（净 流入16.3亿元）、机器人（净流入13.8亿元）、国防军工（净流入13.6亿元）。 ...

Core Viewpoint - The CITIC Machinery Industry Index rose by 0.74% from August 25 to August 29, 2025, ranking 12th among all primary industries in terms of performance [2] Group 1: Machinery Industry Performance - The engineering machinery sector increased by 0.04%, general equipment by 0.20%, specialized equipment by 1.88%, while instruments and meters decreased by 0.56%, and transportation equipment fell by 0.51% [2] - Metal products saw a rise of 2.71% during the same period [2] Group 2: Engineering Machinery Insights - Major engineering machinery companies reported significant revenue growth in H1 2025: SANY (+14.96%), XCMG (+8.04%), Zoomlion (+1.3%), LiuGong (+13.21%), and Shantui (+3.02%) [2] - Net profit growth for these companies was also notable: SANY (+46.00%), XCMG (+16.63%), Zoomlion (+20.84%), LiuGong (+25.05%), and Shantui (+8.78%) [2] - The domestic market is stabilizing, supported by steady issuance of special bonds and major national projects like the New Rural Road Improvement Action Plan [2] - In H1 2025, China's engineering machinery exports totaled $28.28 billion, a year-on-year increase of 9.4%, with strong demand from Southeast Asia, the Middle East, and Latin America [2] Group 3: Semiconductor Equipment Developments - The U.S. has escalated restrictions on semiconductor equipment exports to China, requiring companies like Intel and Samsung to apply for licenses for equipment purchases [3] - This move is expected to accelerate the domestic semiconductor industry's innovation and development, presenting opportunities for local semiconductor equipment manufacturers [3] Group 4: Robotics Sector Updates - NVIDIA launched the Jetson Thor, a high-performance computing platform for robotics, enhancing multi-modal perception and decision-making capabilities [4] - UBTECH Robotics signed a strategic cooperation agreement with InfiniCapital for $1 billion, focusing on funding support and industry collaboration [4] Group 5: Nuclear Fusion Industry Progress - CFS, a leading nuclear fusion company, completed a $863 million Series B funding round, with total financing nearing $3 billion, aimed at constructing the SPARC demonstration device [5] - The Chinese Academy of Sciences announced several procurement projects totaling nearly $30 million, focusing on key components for plasma physics research [5] Group 6: Investment Recommendations - Suggested companies for investment include SANY Heavy Industry, XCMG, and LiuGong in the engineering machinery sector [6] - In the semiconductor equipment space, companies like North Huachuang and Zhongwei Company are recommended [6] - For humanoid robots, focus on high-tech components with low domestic production rates, such as assembly and sensors [6]

Group 1 - The Robot ETF (562500) experienced a decline of 2.04%, showing a volatile bottoming trend, with significant movements in constituent stocks [1] - Dongjie Intelligent led the gains with an increase of 12.33%, while Bojie Co. hit the daily limit with a 10% rise, marking three consecutive days of limit-up trading [1] - The trading volume reached 1.35 billion yuan, indicating active market participation and continuous release of trading volume [1] Group 2 - The Robot ETF has attracted over 1.27 billion yuan in net inflows over the past four trading days, demonstrating significant "scale effect" [1] - According to IDC's report, Stone Technology holds a market share of 15.2% in cleaning robots and 20.7% in sweeping robots, making it the global leader in both categories [1] - Dongfang Securities predicts a gradual decrease in humanoid robot prices, with potential future costs for Tesla's Optimus robot dropping to $20,000 [1] Group 3 - The Robot ETF is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [2] - The ETF provides investors with a convenient way to invest in the upstream and downstream supply chains of the robotics industry [2]