创新奇智与库卡机器人签署战略合作协议，双方将基于创新奇智的AInnoGC工业大模型，共同开发新一 代智能工业机器人系统和机械臂，并在多个方面展开合作。创新奇智表示，此次合作是公司在工业机器 人领域的重要布局，有助于促进工业自动化与智能化的融合。创新奇智成立于2018年，由李开复旗下创 新工场投资孵化，为国内企业级AI解决方案供应商和"AI+制造"解决方案供应商。公司尚未实现盈利， 2021-2024年经调整净亏损分别为1.42亿元、1.38亿元、1.54亿元及1.17亿元，但公司表示将继续大力投 资研发，力争成为面向制造领域智能工业机器人头部企业。(智通财经) ...

Core Viewpoint - The partnership between Innovusion (02121.HK) and KUKA Robotics marks a significant step in the integration of AI and manufacturing, focusing on the development of intelligent industrial robot systems driven by the AInnoGC industrial model [1][10]. Company Overview - Innovusion was established in 2018 and is backed by Innovation Works, specializing in enterprise-level AI solutions and "AI + manufacturing" solutions across various sectors including steel metallurgy, semiconductor panels, high-tech, automotive equipment, energy, food and beverage, and new materials [3]. - The company's development strategy is based on a "one model, one body, two wings" approach, leveraging its self-developed AInnoGC industrial model as the technical foundation and AI agents as the driving force in industrial software and robotics [4]. Industry Trends - The integration of AI into industrial robotics is increasingly recognized as a trend, with major companies like ABB and others planning to deepen their collaboration with AI technologies by 2025 [5][6]. - The concept of industrial embodied intelligence robots, which utilize large models to enhance robotic capabilities, is gaining traction, allowing robots to adapt to flexible production and complex tasks [6]. Market Position - Innovusion ranks third in China's computer vision market, fourth in machine learning platforms, first in AI industrial quality inspection solutions, and seventh in the large model application market according to IDC [7]. - Despite its strong market position, Innovusion has not yet achieved profitability, reporting adjusted net losses of 142 million, 138 million, 154 million, and 117 million yuan from 2021 to 2024 [8][9]. Financial Performance - The company reported a 21.1% decrease in R&D expenses in the previous year, amounting to 355 million yuan, attributed to improved efficiency and effective management of R&D spending [9]. - Innovusion emphasizes that the intelligent industrial robots powered by large models are still in the early stages of application, with the market landscape yet to be fully established [10].

Economic Performance - In May, the national economy showed strong resilience and vitality, with industrial added value increasing by 5.8% year-on-year and retail sales of consumer goods rising by 6.4% [1] - The consumer price index decreased by 0.1% year-on-year, indicating stable demand and supply [1] Industrial Growth - The equipment manufacturing sector saw a significant increase, with added value growing by 9% and contributing 54.3% to industrial production [1] - High-tech manufacturing added value rose by 8.6%, and digital product manufacturing increased by 9.1%, both outpacing overall industrial growth [2] New Energy and Technology - Production of new energy vehicles and solar cells surged by 31.7% and 27.8% respectively, highlighting the rapid growth in these sectors [2] - The production of industrial robots increased by 32% from January to May, and the added value of smart vehicle equipment manufacturing grew by 26.8% [2] Trade Performance - In May, the total value of goods imports and exports increased by 2.7% year-on-year, with exports rising by 6.3% [2] - Despite challenges in the global economy, trade with ASEAN and countries involved in the Belt and Road Initiative continued to grow, showcasing the diversification of China's trade [2] Economic Outlook - The overall economic growth trend remains stable, with no changes in innovation-driven development, green transformation, high-level opening up, and continuous improvement in people's livelihoods [3] - The economy's strong foundation and resilience provide confidence in overcoming various risks and challenges [3]

Group 1 - Jiangsu's industrial robot exports reached 690 million yuan from January to May this year, marking a 90% year-on-year increase [1] - The company Suzhou Green's Harmonic Drive Technology Co., Ltd. has improved its overseas market share due to continuous technological innovation, overcoming foreign monopolies on core components like harmonic reducers [1] - The localization of core components has enhanced the stability of the industrial robot supply chain and reduced production costs for manufacturers, enabling them to capture more overseas orders [1] Group 2 - The company Dayi Heng Precision Machinery (Changshu) Co., Ltd. has been successfully delivering dust-free handling robots to overseas markets, supported by tailored policy guidance from Changshu Customs [2] - The implementation of a connected supervision model has improved processing trade efficiency and reduced management costs for manufacturing enterprises [2]

"弯腰捡起产线上的螺丝钉，绕到设备背面排查故障，举起10kg物料精准投料......"这些过去只能由人类完成 的'柔性动作'，这台人形机器人都将能承包。"在第二届京津冀智能制造装备协同发展大会上， 阿童木机器人 董事长刘松涛向观众介绍。 其身后聚光灯下，一台 身高1.4米、体重70公斤的银色人形机器人 以一组"移动向前、挥手、扭腰、转身归 位"的连续动作完成首秀。 ▍ 工业机器人赛道积极拥抱"具身智能" 随着全球制造业从"规模经济"向"数字经济"加速转型，传统自动化设备因难以适应混线生产、非标操作与突 发工况的柔性制造需求，暴露出多品种切换成本高、复杂工艺依赖人工、系统响应滞后等能力瓶颈。据麦肯锡 《2025全球制造业趋势报告》，混线生产、非标操作、突发工况三大挑战导致全球制造业年损失超4700亿 美元。 企业以 "柔性化"、"智能化" 为核心重构自动化生产体系，已成为应对全球制造业转型浪潮、突破传统刚性 生产桎梏的核心趋势。而这款由阿童木机器人研发的 "天兵一号"人形机器人， 作为天津首台具备空间适应 性、任务泛化性、人机协作性的人形智能体 ，凭借仿生结构、算法生态、并联结构应用三大创新设计，为当 下人形机 ...

美国的主要客户之一是半导体制造设备厂商。美国正在力争强化经济安全保障，举国推进半 导体国产化的相关投资不断增加。通过此次投资，安川电机将能够在美国供应晶圆搬运等半 导体制造中不可或缺的设备。 国际机器人联合会的数据显示，2023年美国的机器人密度（每1万名员工配备的机器人数 量）为295台，高于世界平均水平（约162台）。但每年的机器人设置台数为约4万台，只有 中国的七分之一。目前美国国内缺乏机器人制造商，大半机器人依赖进口。 美国调查公司Grand View Research的数据显示，2023年美国工业用机器人的市场规模为约 21亿美元，预计今后将以年均5％左右的速度增长。 安川电机在美国的基地（威斯康星州，6月13日） 将投资1.8亿美元，未来将在美国富兰克林进行主力产品的一贯制生产。这是日本企业首次在 美国生产工业用机器人。安川电机表示"打算在10年内使美国的业务规模翻一倍"。有数据显 示，美国每年的机器人设置台数为约4万台，只有中国的七分之一…… 日本安川电机于6月13日发布消息称，将在美国威斯康星州新建生产工业机器人及马达的工 厂。连同其他设施在内，将投资1.8亿美元，以此来满足美国半导体、食品及 ...

Core Viewpoint - The economic data for May indicates a stable performance in China's economy, with consumer spending showing significant growth due to macro policies and resilient export sectors [2][4]. Group 1: Consumer Spending - In May, the total retail sales of consumer goods increased by 6.4% year-on-year, marking a 1.3 percentage point acceleration from the previous month, the highest monthly growth rate this year [2]. - The growth in consumer spending is attributed to the "May Day" and Dragon Boat Festival holidays, as well as promotional events like "618" and the implementation of the old-for-new policy [2][7]. Group 2: Investment and Exports - Fixed asset investment (excluding rural households) grew by 3.7% year-on-year from January to May, a decline of 0.3 percentage points compared to the previous period, with real estate investment down by 10.7% [3]. - Exports remained resilient, with a year-on-year growth of 4.8% in May, despite a 3.4% decline in imports, reflecting a challenging external trade environment [3][4]. Group 3: Industrial Production - The industrial added value for large-scale enterprises increased by 5.8% year-on-year in May, maintaining a growth rate above 5.5% [4][6]. - The production of high-tech products, such as smart drones and industrial robots, saw significant increases, with smart drone manufacturing up by 85.9% and industrial robot production doubling [6]. Group 4: Economic Outlook - The spokesperson from the National Bureau of Statistics emphasized the resilience and potential of China's economy, highlighting the need for proactive macro policies to strengthen domestic circulation and promote high-quality development [4][6].

每经记者｜程雅 每经编辑｜文多 艾迪曾是资本市场名噪一时的创投家，出生于二十世纪60年代末的她，有近20年的企业管理和投融资经 验。如今，艾迪却面临资本残局，因为她实控的两家上市公司已在资本市场"挣扎"。 其中一家是*ST工智（原证券简称哈工智能，SZ000584，前收盘价1.46元，市值11.11亿元），公司已在 6月12日收到了终止上市的决定，股票自6月20日起正式进入退市整理期；另一家是*ST天喻（原证券简 称天喻信息，SZ300205，股价3.97元，市值17.07亿元），该公司持续经营能力存疑。 故事主角此时终于登场。2015年，艾迪旗下联创投资集团股份有限公司（以下简称联创投资）在新三板 挂牌，这家公司成立于2011年，当时已在资本市场崭露头角。 2017年初，双良科技以32.4亿元的价格，将持有的友利控股29.9%的股权全部转让给无锡哲方哈工智能 机器人投资企业（有限合伙）（乔徽实际控制）、无锡联创人工智能投资企业（有限合伙）（艾迪实际 控制）。两家企业签订一致行动协议，乔徽和艾迪成为友利控股的实控人。 新人入主便要经营新业务。2017年，友利控股大手一挥，以9亿元价格购买了从事汽车车身智能化柔 ...

有的机器人公司在赛道上疾驰，有的却在退市边缘挣扎。 6月13日，*ST工智公告称，深交所决定终止公司股票上市。公司股票将于6月20日复牌并进入退市整理期，预计7月10日为最后交易日期。 同时，退市整理期间公司股票在风险警示板交易。退市整理期首个交易日，公司股票价格无涨跌幅限制，此后每日涨跌幅限制为10%。公司提醒投资者、 证券公司等市场主体在股票摘牌前及时了结股票质押式回购、约定购回、融资融券、转融通、深股通等业务。 年报"非标"触发退市红线 *ST工智退市的直接导火索，是2023年、2024年连续两年财报被出具无法表示意见的审计报告。 公司2023年度财务会计报告被出具无法表示意见的审计报告，股票交易自2024年5月6日起被实施退市风险警示。亚太（集团）会计师事务所指出了两大核 心问题。 其一，股权投资平台处置存疑。公司对哈工成长（岳阳）私募股权基金企业（有限合伙）等四家平台初始投资成本总额为6.5亿元，2023年期末余额为1.03 亿元，全年仅确认投资收益0.69万元。审计机构无法核实处置进度及关联资金往来，并质疑其长期股权投资各项指标核算的准确性。 其二，收入确认方法违规。2023年，公司以"时段法"确 ...

近日，已连续停牌一个多月的*ST工智（哈工智能，000584.SZ）退市进入倒计时。公司实控人 之一是业界有着"美女投资家"之称的艾迪。 "美女大佬"实控两家上市公司 同时实控两家上市公司的艾迪头衔颇多，包括《创客中国》F4导师、2015年中国创投委优 秀股权和创业投资家突出成就奖、投资界2021年50女性投资人等。 据哈工智能早前公告，艾迪，1969年出生，研究生毕业于北大光华管理学院。1995年至 1999年，任Tasman网络发展有限公司总经理。2000年，其以北京高能投资管理有限公司 总经理的身份，正式踏入投资界。 此后，其先后在上海永宣创业投资管理公司担任副总经理，在北京联创永金投资管理有限公 司任总经理；2015年至今，担任联创投资集团股份有限公司董事长。2021年9月至今任武 汉天喻信息产业股份有限公司董事。2017年2月至2020年2月，任哈工智能第十届董事会 董事长。 32亿元入主哈工智能 如今持股市值剩1亿多 2016年，艾迪选择将宝押给了高端装备智能制造行业。 在2016年最后一个交易日，友利控股（哈工智能前身）宣布公司控制权易主。公告显示， 公司控股股东双良科技与无锡哲方哈工智能机器人 ...