围绕低空经济发展实际需求，探索建设民用无人驾驶航空试验区，培育发展低空领域新技术、新模式、 新业态。开展枢纽型起降场、垂直起降点、无人机试飞场地、自动值守机库、无人机起降机柜等起降基 础设施建设。以建设先进的系列化运载火箭产业基地为牵引，聚焦低成本高可靠运载火箭、互联网卫星 星座、航天商业化应用等核心环节建链强链，打造南方航天城，力争成为中国商业航天新一极。重点突 破新型大推力、高可靠的可重复利用技术，形成可重复、高密度发射能力。开展星座建设论证，夯实整 星研制、地面终端、星座运营管理等基础能力。大力发展卫星通信、遥感地面终端设备制造，推动空天 地信息与人工智能、大数据、5G/6G、物联网等新一代信息技术协同创新，赋能千行百业。 广州市政府网站1月8日消息，《广州市加快建设先进制造业强市规划(2024—2035年)》印发。 《规划》提出，广州将聚焦"2035年工业增加值翻一番"目标，加快推进新型工业化，培育壮大15个战略 性产业集群，大力发展智能网联新能源汽车、超高清视频与新型显示、生物医药与健康、绿色石化与新 材料、软件与互联网、智能装备与机器人等6个新兴支柱产业。加速培育人工智能、半导体与集成电 路、新能 ...

习近平主席发表的2026年新年贺词在广大干部群众中引发热烈反响。大家表示，团结就是力量，奋斗开创未来，将努力成为新时代的奋斗者，开辟中国式现 代化更加广阔的前景。 北京京西智谷科技有限公司技术人员 胡欣宇：2026年是"十五五"规划开局之年，我们将继续扎根京西智谷这片创新热土，持续夯实算力基础，推动技术成 果切实转化为产业价值。 福州市民 陈大玮：总书记提到我国首艘电磁弹射型航母正式入列，我自己是一名海上风电的科技工作者，与海洋有着不解之缘。2026年我们要锚定目标任 务，聚焦海上风电关键技术，让绿色动能更好地服务国家发展，惠及千家万户。 泰山景区管委会红门管理区职工 杨童斐：习近平总书记的新年贺词中，句句鼓励人民，事事关于人民。作为一名泰山上的基层工作人员，我感到在中国式 现代化新征程上，正如我们日常工作一样，常常需要去攀登悬崖峭壁，唯有坚持与勇毅，方能领略山顶的壮丽风景。 苏州智能机器人科技发展有限公司筹备组副组长 陆一：习近平主席在新年贺词中提到人形机器人亮出"功夫模式"。作为具身机器人行业的工作者，我内心 倍感振奋。现在在我们苏州市吴中区已经集聚了一千多家"机器人+人工智能"相关企业，形成了覆盖核心零 ...

出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 兰杰 Busy Money 黄金品牌「寶蘭」完成过亿元A轮融资 36氪获悉，专注于花丝镶嵌和古法黄金技艺的高端黄金珠宝品牌"寶蘭"，近日完成过亿元A轮融资。本轮由挑战者创投领投，开云集团和顺为资本跟投。 资金将主要用于品牌价值提升、全渠道布局、供应链韧性升级和核心人才赋能等四大核心战略方向。 "寶蘭"成立于1988年，近四十年来采用中华皇家制金古法，尤其专注于"花丝镶嵌"这一非物质文化遗产的延续与创新。 即时配送企业"江苏云闪送"近日完成3000万融资 近日，智慧配送企业江苏云闪送网络科技有限公司（简称"江苏云闪送"）宣布完成3000万元A轮融资。本轮融资由国内知名创投机构领投，资金将聚焦 智能调度系统升级、全国服务网络拓展及运力生态构建三大方向。 目前，江苏云闪送可以实现全品类覆盖，既为个人提供紧急递送、生活配送等便民服务，也为企业定制数字化配送方案。 AI视频生成产品Pollo AI完成1400万美元融资，由高成资本领投 据《晚点 LatePost》报道，Pollo AI近日完成1400万美元融资，高成资本领投，真格 ...

Group 1 - A total of 433 listed companies in the Shanghai and Shenzhen markets were investigated by various institutions in the recent ten trading days ending December 4 [1] - Securities companies conducted the most extensive research, covering 381 companies, followed by fund companies with 302 companies, and 88 A-share companies were investigated by overseas institutions [3] - Among the overseas institutions, Huichuan Technology and Luxshare Precision stood out, with Huichuan receiving attention from 68 overseas institutions and Luxshare from 48 [3] Group 2 - Huichuan Technology indicated that while competition in the electric vehicle sector remains fierce, long-term improvements may occur as market dynamics and technology evolve [3] - Luxshare Precision noted that its share in the global consumer electronics market is still below 6%, with module revenue at approximately 11%, suggesting significant growth potential in the non-overseas major customer segment over the next decade [3] - Stocks investigated by overseas institutions averaged a 0.36% increase over the past ten days, with Shenghui Integrated Circuit showing the highest increase of 32.47% [3] Group 3 - Thirteen stocks received ratings from at least 15 institutions, with a consensus predicting a net profit growth of over 20% by 2025, including companies like Kaiying Network, Luxshare Precision, and Huichuan Technology [4] - Jinli Permanent Magnet is projected to have the highest profit growth, with 18 institutions forecasting a 152.52% increase in net profit by 2025 [4] - The company has established a division for embodied robot motor rotors and set up a research and development center in Hong Kong, becoming a key partner for the Hong Kong government [4]

鲁网12月4日讯 12月3日，由青岛市民营经济发展局指导，青岛市中小企业公共服务中心、北京隐形独 角兽信息科技院共同主办，青岛蓝海股权交易中心承办，青岛市上市公司协会、青岛财富管理基金业协 会、青岛市公众公司协会、青岛资本市场服务基地协办的"2025独角兽企业500强大会之重点项目融资路 演活动"在青岛市崂山区成功举行。本次路演活动聚焦解决隐形独角兽企业发展中面临的"融资对接难、 产业融合浅、场景落地慢"等核心痛点，依托青岛市民营经济高质量发展路演中心，结合青岛产业优 势，定向邀请国内知名投资机构与产业链龙头企业，与精选的隐形独角兽企业进行闭门对接，推动资本 与产业深度融合，为培育新质生产力、打造现代产业先行城市提供新动能。 据了解，今年以来青岛市通过深化融资对接服务、搭建资本桥梁、优化营商环境等务实举措，精准支持 拥有核心技术的高成长性企业加速发展，推动青岛民营经济向高端化、智能化、绿色化转型升级。 活动现场，逢时(青岛)海洋科技股份有限公司、飞诺门阵(北京)科技有限公司、北京视界求索人工智能 科技有限公司、青岛诺安百特生物技术有限公司等12家聚焦蓝色经济、生物医药、人工智能、具身机器 人、新能源、新材料等 ...

Core Insights - Shanghai Aoyi Information Technology Co., Ltd. has completed a strategic financing round of over 100 million yuan, marking its third round of financing this year, with the investment exclusively from listed company Redick [1] - The financing will focus on three core areas: accelerating production capacity upgrades, advancing full-scene technology research and development, and expanding global presence [1] - Aoyi Technology has established itself as a leader in the domestic dexterous hand market, leveraging its strong production and supply chain integration capabilities [1][2] Company Overview - Aoyi Technology, founded in 2015, specializes in the intersection of embodied intelligence and neural interface core technologies, creating an integrated R&D platform that encompasses robotics, neural interfaces, and artificial intelligence [1] - The company has its own factory in Zhuhai, demonstrating comprehensive production supply chain management capabilities, including self-research and production of core components [1] - Redick, established in 2002 and listed on the Shenzhen Stock Exchange in 2017, has developed a dual business model focusing on automotive and robotics sectors [1][4] Market Position - Aoyi Technology has become a "hidden champion" in the core components of embodied robotics, maintaining a leading position in the domestic dexterous hand market and establishing a broad downstream ecological collaboration network [2] - The company’s ROHand series of dexterous hands has evolved into three major series, achieving commercial success as one of the first high-performance dexterous hand products in China [5] Strategic Goals - The strategic financing is expected to enhance Aoyi Technology's leading advantage in end-effectors and position it as a leading supplier of core components for global embodied robotics [5] - Aoyi Technology aims to leverage shareholder resources from Redick to further strengthen its market position and capabilities in the robotics sector [5]

Group 1 - Green Source Group Holdings has signed a strategic cooperation agreement with Youlu Robotics to become a strategic supplier in the "high-precision planetary reduction joint module" field, planning to deliver over 100,000 core joint components by 2026 [1] - The collaboration aims to enhance the regional embodiment intelligence industry support system, facilitating technological breakthroughs, capacity layout, and industrial cluster cultivation in the field of embodied robotics [1] - Youlu Robotics, founded by a team from Alibaba's Damo Academy, possesses top-tier capabilities in the "large model + embodied intelligence" direction, leveraging its self-developed general brain for embodied intelligence [1] Group 2 - In 2025, Green Source Group Holdings will launch a "full-scenario light mobility" strategy, establishing three major business growth curves, with the ecological business being a significant part of this strategy [2] - The company's integration into the embodied robotics ecosystem is supported by its long-term accumulation in the small power, low-speed, and high-stability three-electric field, which forms a systematic advantage [2] - The performance of the embodied robot joint drive unit relies on the integrated design and manufacturing of "motor + reducer," aligning with Green Source Group Holdings' efficient and reliable motor technology developed in the electric two-wheeler business [2]

Core Viewpoint - The acquisition of Upwind New Materials by Zhiyuan Hengyue has been successfully completed, with Zhiyuan Hengyue now holding 58.62% of the company's total shares, marking a significant shift in control [1][2]. Group 1: Acquisition Details - Zhiyuan Hengyue has completed the share transfer and now holds 236 million shares of Upwind New Materials, representing 58.62% of the total share capital [1]. - The total shares held by Zhiyuan Hengyue and its concerted parties amount to 257 million, which is 63.62% of the total [1]. - The acquisition price was set at 7.78 yuan per share, and as of November 7, the stock price reached 104.62 yuan, resulting in a floating profit of 24.852 billion yuan [2]. Group 2: Management Changes and Future Plans - Key figures from Zhiyuan, including Peng Zhihui and others, have been nominated as candidates for the fourth board of directors of Upwind New Materials [1][2]. - There are no plans for Zhiyuan Innovation to use Upwind New Materials for a backdoor listing within the next 36 months [1][2]. - Upwind New Materials plans to develop embodied intelligent robotics while ensuring no significant adverse impact from related party transactions [1]. Group 3: Market Context and Performance - Upwind New Materials' stock price surged by 1597.94% over 54 trading days, driven by market expectations of Zhiyuan Robotics' potential backdoor listing [2]. - The company operates in the resin materials sector, which theoretically can be used in the production of embodied intelligent robots, although it is unclear if it has become a supplier for Zhiyuan Robotics [3]. - The current price-to-earnings ratio of Upwind New Materials is significantly higher than the industry average, indicating potential overvaluation [3].

Market Performance - A-shares showed resilience with a trading volume of 1.89 trillion, down approximately 500 billion from the previous trading day[1] - The Shanghai Composite Index rose by 0.23%, while the Shenzhen Component increased by 0.37% and the ChiNext Index gained 1.03%[4] - The October China Warehousing Index improved to 50.6%, up 1 percentage point from the previous month, indicating economic vitality[1] Sector Analysis - The power equipment sector, including energy storage and distribution, was the standout performer, driven by AI computing infrastructure concerns and energy shortages[2] - Main capital inflows were observed in power grid equipment, batteries, and photovoltaic equipment, while software development, semiconductors, and IT services saw capital outflows[4] Policy Developments - The State Council announced the suspension of additional tariffs on certain U.S. imports effective November 10, 2025, as part of trade negotiations[5][8] - China signed an economic partnership framework agreement with several Pacific island nations to enhance bilateral trade and investment cooperation[6][7] Fund Dynamics - The total trading volume of ETFs reached 497.25 billion, with stock ETFs accounting for 112.1 billion and bond ETFs for 246.06 billion[13][14] - Public fund reports indicate a concentration in technology growth sectors, with increased holdings in TMT while reducing positions in large finance and consumer sectors[15]

Group 1 - The core point of the news is that Dongtu Technology plans to acquire 100% of Gaoweike through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring [1] - Gaoweike specializes in industrial automation and digital comprehensive services, providing automation control solutions across various manufacturing sectors including new energy batteries, photovoltaics, and automotive [1] - Gaoweike's financial performance shows revenue of 1.315 billion, 1.635 billion, and 1.524 billion in 2020, 2021, and 2022 respectively, with net profits of 37.05 million, 47.28 million, and 58.60 million [1] Group 2 - Dongtu Technology, established in March 2000, focuses on industrial internet full-stack solutions, contributing over 600 million in annual revenue from traditional industrial network communication, which is projected to account for 64.25% of revenue in 2024 [2] - The company has made strategic investments in the field of embodied robotics, including stakes in Shenzhen Zhujidongli Technology, Chengdu Annu Intelligent Technology, and leading the A-round investment in Beijing Humanoid Robot Innovation Center [2] - By investing in Zhujidongli and Annu Intelligent, the company aims to focus on key areas such as motion control and industrial training scenarios, establishing a collaborative network for technology research and application [3]