4月28日，深圳市统计局发布数据，根据广东省地区生产总值统一核算结果，2025年一季度，深圳市地 区生产总值（GDP）达8950.49亿元，按不变价格计算，同比增长5.2%。在复杂多变的内外环境下，深 圳经济起步平稳、开局良好，高质量发展势头持续向好。 从三次产业结构来看，一季度，第一产业增加值4.86亿元，同比增长7.2%；第二产业增加值2951.44亿 元，增长3.7%；第三产业增加值5994.19亿元，增长6.0%，服务业继续发挥经济增长主力军作用。 广东省体制改革研究会执行会长彭澎在接受南都·湾财社记者采访时指出，深圳经济增长高于全省平均 水平。工业增加值增长逐月加快，其中，机器人、低空经济等新质生产力领域出现两位数增长，显示产 业结构继续向高质量发展。固定投资增速也逐月回升，尤其是房地产市场强势回暖，给整体经济发展前 景提振了信心。消费继续回稳，以旧换新等提振消费措施显效。 "在全球供应链波动、技术封锁压力下，深圳依然跑出5.2%的增速，体现了经济的韧性与抗压能 力。"深圳市社会科学院副研究员、经济学博士后张国平在接受南都湾财社记者采访时指出，新质生产 力爆发、工业底盘稳固、投资与外贸同步发力，是深 ...

Group 1: Stock Performance - Huayin Power has achieved a 9.91% increase over three consecutive days, driven by the electricity sector [3] - Hongbo Co. has seen a 9.97% rise over two days, attributed to computing power [3] - Zhongdian Xilong recorded a 10.00% increase over two days, linked to computing power and performance [3] - New Jin Power surged by 19.92% on its first board, due to performance and computing power [4] - Tianyu Digital Technology has increased by 10.07% over two days, driven by computing power and AI applications [9] Group 2: Industry Trends - The chemical industry is experiencing significant price fluctuations, attracting market attention [6] - The electricity sector is expected to see a year-on-year increase in total electricity consumption growth rate, projected between 4.5% and 5.5% [9] - The robotics sector is gaining traction as UBTECH has signed a large procurement contract for humanoid robots, indicating growth in industrial robotics [11] - The PEEK materials market is expected to benefit from the mass production of humanoid robots, with key chemical materials gaining importance [13]

Group 1: Power Industry - The overall electricity consumption in April is expected to maintain a growth rate between 4.5% and 5.5% year-on-year, indicating a positive trend for the power sector [5] - Several companies in the power sector have shown significant stock performance, including Huayin Electric (9.91% increase), Huaneng Energy (10.00% increase), and others [5][6] - New energy companies like Xineng Taishan and Jineng Technology also reported strong stock performance, with increases of 10.14% and 9.93% respectively [4][5] Group 2: Computing Power Industry - The launch of the world's first commercial intelligent computing super node in the Guangdong-Hong Kong-Macao Greater Bay Area is expected to boost the computing power sector [7] - Companies such as Zhongdian Xilong and Tianyu Shuke have seen stock increases of 10.00% and 10.07% respectively, driven by developments in computing power [8] Group 3: Robotics Industry - UBTECH has signed a large procurement contract for industrial humanoid robots, which is likely to enhance the robotics sector [9] - Stocks like Dongbei Group have shown strong performance with a 10.00% increase, reflecting positive market sentiment in the robotics industry [9] Group 4: Chemical Industry - Recent fluctuations in chemical product prices have drawn market attention, impacting related companies positively [10] - Companies such as United Chemical and Ding Jixin have reported stock increases of 11.23% and 9.98% respectively, benefiting from the chemical market dynamics [13] Group 5: Advanced Materials - The rise of humanoid robots is expected to benefit upstream core chemical new materials, including PEEK and other high-end engineering plastics [14] - Stocks like Kent Shares and New Trend Materials have seen increases of 14.33% and 13.82% respectively, driven by the demand for advanced materials [15]

以下文章来源于硬氪 ，作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ IC photo 硬氪获悉，深圳市诺仕机器人有限公司（以下简称"诺仕机器人"）近日完成天使+轮融资，本轮由上汽创投独家投资。这也是上 汽创投首次布局人形机器人上游核心零部件。融资资金将用于支持C5级行星滚柱丝杠产品的量产落地。 "诺仕机器人"于2023年7月成立，其脱胎于一家拥有30余年丝杠制造经验的家族企业，第一代创始人徐根林教授拥有逾30年的 丝杠理论研究及生产经验，第二代创始人徐杨、联合创始人王晓斌及主要团队均来自于法雷奥集团。公司专注行星滚柱丝杠及配 套执行器模组的设计、生产和制造，已开发出全球最小行星滚柱丝杠并获头部客户商业验证，在深圳设立研发中心并建有上海生 产制造基地，以保障核心零部件的生产效率和质量稳定性。 诺仕机器人 已成功量产全球最小行星滚柱丝杠。 诺仕机器人研发中心（图源/企业） 行星滚柱丝杠作为高端精密传动零部件，对比传统的梯形丝杠以及滚珠丝杠，其在承载能力与使用寿命等多方面具有明显优势。 一方面，它所能承载 ...

日前，美国著名智库兰德公司发表评论，总结了中国制造业的发展经验，并认为在美国试图复兴国内制 造业之际，中国经验"或许能为美国带来益处"。无论美国智库多么习惯于戴着有色眼镜看中国，在实现 人类史上最大规模的工业化、建成全球最大制造业国家的成绩单面前，他们也不得不承认，中国取得了 空前成功。 （文章来源：科技日报） 在中国通过机器人、智能自动化提升制造业生产力的同时，美国政府却在亲手损害自己的自动化制造能 力。在全球机器人供应链中，中国的角色举足轻重，诸多关键零部件依赖中国生产。以人形机器人为 例，据摩根士丹利分析，全球约56%的相关供应链公司位于中国。美国"商业内幕"网站报道称，美国对 华加征关税将推高许多美国机器人制造商的运营成本。 在科研创新投入上，与中国政府不断发力不同，美国政府正在削减美国国立卫生研究院、美国国家航空 航天局、美国国家科学基金会等机构的科研预算。 对比中美发展制造业的不同路径可以看出：中国是拥抱全球市场、加强自身内功，出发点是互利共赢； 美国则是要建立关税壁垒，强迫制造业回流，目的是损人利己。类似现象也出现在科技领域，中国科技 发展强调自立自强，美国维持科技优势的手段重在制裁打压他国。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000584 证券简称：*ST工智（维权） 公告编号：2025-062 江苏哈工智能机器人股份有限公司 关于公司涉及诉讼的公告 1、诉讼当事人情况 原告：中国农业银行股份有限公司海宁市支行 被告：海宁哈工我耀机器人有限公司、江苏哈工智能机器人股份有限公司 2、诉讼请求： （1）判令被告海宁哈工我耀机器人有限公司立即归还原告借款本金21,745万元、利息（含罚息） 3,183,203.19元（暂计算至2025年1月25日，之后按合同约定计算至实际清偿之日止）； （2）判令被告海宁哈工我耀机器人有限公司立即支付原告实现债权的律师费18万元； （3）判令被告江苏哈工智能机器人股份有限公司对上述第一，二项债务承担连带保证责任； （4）判令原告对被告海宁哈工我耀机器人有限公司提供最高额抵押的位于海宁市海昌街道高新路51号 不动产【不动产权证书号：浙（2019）海宁市不动产权第0077531号；不动产登记证明（电子）：浙 （2022）海宁市不动产证明第0035104号】，以折价、拍卖、变卖所得价款在最高限额34739万元范围内 就上述第一、二项债权优先受偿； 本 ...

Fundraising Overview - The company raised a total of RMB 923.53 million by issuing 19,603,653 shares at a price of RMB 47.11 per share, with net proceeds amounting to RMB 835.02 million after deducting underwriting fees and other expenses [1][2] - The funds were deposited into a dedicated account managed by the underwriter, Shenwan Hongyuan Securities, and verified by Tianjian Accounting Firm [1][2] Fund Management - The company established a fundraising management system to ensure compliance with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [2] - A tripartite supervision agreement was signed with several banks to manage the dedicated fundraising accounts [2] Fund Usage and Balance - As of December 31, 2024, the company had seven dedicated fundraising accounts, with RMB 80 million in negotiable certificates of deposit and RMB 10 million in structured deposits purchased from temporarily idle funds [3][4] - The company planned to invest RMB 154.27 million in the construction of an assembly testing laboratory, which has been delayed until October 2024 due to site relocation [4] Changes in Fund Investment Projects - The company approved changes to its fundraising investment projects, reallocating funds from the assembly testing laboratory to three new projects: collaborative robot R&D, industrial robot production line upgrades, and working capital supplementation [4][5] - The total amount reallocated for working capital was RMB 43.86 million, including principal and interest income [4][5] Compliance and Verification - The company reported no significant issues in the use and disclosure of fundraising [5] - Both the accounting firm and the underwriter confirmed that the company's management of fundraising complies with regulatory requirements and accurately reflects the actual usage of funds [6][7]

央视网消息：在美国滥施关税严重冲击国际经贸格局之际，今年一季度，我国外贸展现出了强大的韧性。货物贸易进出口达10.3万亿元， 同比增长1.3%。月度增速逐月回暖至6%，逆势画出一条上扬曲线。我国外贸基本盘如何巩固？外贸人如何顶住压力寻找"破局"之道？带着这 些问题，记者来到素有外贸"晴雨表"之称的"广交会"。先来听一听记者在广交会上听到的世界声音。 美国采购商称："我们需要中国的制造业。对于我们来说，在中国以外的地方开展业务是非常困难的。" 巴西采购商称："我必须来看看，跟他们聊聊，了解最新的市场趋势，这种人脉网络你在别的地方建立不了，必须身处中国。" 法国采购商称："中国制造商的产品非常出色，生产速度快，响应能力强，中欧当下的合作只会更加紧密。" 外国采购商纷至沓来 共享"中国机遇" 本届广交会分三期举办，第一期就吸引了来自200多个国家和地区的148585名境外采购商，人数同比增长20.2%。是什么让外国采购商纷 至沓来？一起到广交会现场寻找答案。 傲意科技首席执行官倪华良称："我们自己研发，2021年之后基本上就全部切换到我们自己的电机了，200元左右，是进口产品批量价格的 15%左右。" 记者在现场看 ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the humanoid robot and precision machining industry, focusing on the importance of high-performance materials and components in driving market trends and investment opportunities [1][2]. Core Insights and Arguments - The market sentiment for humanoid robots has improved due to reduced tariff concerns, leading to increased risk appetite among investors. Events such as Tesla's recruitment expansion and Xiaopeng's showcase of humanoid robots at an auto show have contributed to this sentiment, despite not being groundbreaking developments [2]. - Precision machining, particularly in the production of reducers, relies heavily on high-quality machine tools and cutting tools. The use of advanced equipment like Hamer and Haas nano lathes is crucial for achieving high precision in production [1][3]. - The production process of reducers involves several key steps: forging, soft turning, heat treatment, gear forming (primarily hobbing and shaping), quenching, and hard turning. The quality of both equipment and tools significantly impacts the final precision of the products [5][6]. - Cutting tools account for 5%-10% of the total processing cost, with hobbing and shaping tools having a higher value due to their critical role in the machining process. Companies like Wald and Huari Precision are noted for their involvement in reducer and screw production [9][10]. Important but Overlooked Content - The domestic market for machine tools and cutting tools still faces challenges in achieving the same precision levels as international brands, particularly in high-end gear grinding [7][8]. - The demand for machine tools remains strong, with a stable outlook for the cutting tool industry in 2025, particularly in sectors like wind power, thermal power, and aerospace [20]. - The competitive landscape in the cutting tool industry is characterized by low-end price wars, but there is robust demand in high-end markets and emerging industries. Companies are encouraged to focus on high-end upgrades [21]. - Companies are experiencing varied growth in international markets, with some like Huari Precision seeing strong growth in Southeast Asia and Mexico, while others like Oke Yi face challenges due to previous sanctions [22]. Conclusion - The humanoid robot and precision machining sectors are poised for growth, driven by technological advancements and market demand. Investors should monitor the developments in high-performance materials and the competitive dynamics among domestic and international players in the cutting tool market [1][2][21].

Group 1 - Kepler Robotics, a humanoid robot startup, recently completed a Pre-A round of financing with investors including Zhang Keyao Kun Fund, Weichuang Electric, and Keli Sensor [1] - The Zhang Keyao Kun Fund, initiated by Zhangjiang Ke Investment, has a first-phase scale of 1.05 billion yuan and has previously invested in other humanoid robot companies [1] - Kepler Robotics was founded in August 2023 and has not yet achieved significant financing performance compared to leading humanoid robot companies [1] Group 2 - The founder of Kepler, Yang Hua, is also the founder of Xiaomi's ecological chain enterprise, while co-founder and CEO Hu Debo has experience working at ZTE and Huawei [2] - Kepler launched the "Pioneer K1" humanoid robot in November 2023, which was iterated to "Pioneer K2" in October of the previous year [2] - The "Pioneer K2" features an 11-degree-of-freedom dexterous hand, a single-hand load capacity of 15 kilograms, and 25 flexible touch sensors per finger, with a price of $30,000 for the basic version [2]