工业机器人

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曾押中马云的他,再次豪赌
创业家· 2025-10-20 10:08
Group 1 - The article highlights the significant increase in the wealth of Masayoshi Son, the founder of SoftBank, who saw his net worth rise from $29.4 billion to $67.1 billion in just six months, marking a 128% increase [4][9]. - Son's investment strategy is characterized by bold moves, such as his early investment in Alibaba, which yielded a staggering return of over $64 billion from an initial investment of $49 million [9][10]. - The article discusses Son's recent investment in OpenAI, where SoftBank is set to become the largest shareholder with a $30 billion investment, reflecting his continued commitment to AI technology [11][15]. Group 2 - SoftBank's market capitalization has surged to 33 trillion yen (approximately $157 billion), driven by the bullish sentiment in the stock market and strategic investments in AI-related companies [15][16]. - The article notes that SoftBank's stock price has increased from about 5,700 yen per share to over 23,000 yen per share since the announcement of the OpenAI investment [15][18]. - The acquisition of Arm Holdings, a leading chip design company, is highlighted as a strategic move to capitalize on the growing demand for AI technology, with Arm's stock price significantly increasing following its IPO [16][17]. Group 3 - Son's ambition extends to the industrial robotics sector, with SoftBank planning to acquire ABB's industrial robot business for $5.375 billion, aiming to integrate AI with physical automation [22][23]. - The article emphasizes that Son views AI and robotics as interconnected, with the potential to revolutionize various industries by automating physical tasks [22][24]. - The narrative concludes with the notion that Son's investments are not just about immediate returns but are part of a larger vision to integrate AI into everyday life and industry [24].
江苏常州冲出一家工业具身智能机器人IPO,百度前高管掌舵,2024年扭亏
3 6 Ke· 2025-10-20 07:40
人工智能(AI)的演进已从单一领域的专用智能,发展至跨领域的通用智能(离身智能),并进一步延伸至具身智能。 在协作机器人龙头越疆港股上市后,又有工业具身智能机器人企业赴港IPO。 格隆汇获悉,近期,常州微亿智造科技股份有限公司(简称"微亿智造")向港交所递交招股书,拟在香港主板上市,保荐 人为东方证券国际。 微亿智造聚焦工业具身智能机器人领域,具身智能指将深度强化学习、多模态融合及大模型技术等人工智能技术深度融入 物理实体而形成的智能系统。 与传统的编程机器人不同,具身智能系统通过与现实世界的互动进行学习,就能灵活适应环境条件,并能在两个或多个任 务之间无缝切换及协同执行,无需依赖预先编程或大量标注数据。 资料来源:灼识咨询;图片来源于招股书 在2021年之前,具身智能的概念仅存在于学术界,并未形成商业化的产品。随着大模型技术的不断突破,中国工业具身智 能机器人行业发展迅速。其中,2024年微亿智造的工业具身智能机器人相关营收约2.72亿元,位居中国工业具身智能机器 人行业第一。 如今工业具身智能机器人市场情况如何?不妨通过微亿智造来一探究竟。 01 工业具身智能机器人业务爆发,2024年扭亏 微亿智造为客户 ...
2025年1-8月中国工业机器人产量为51.2万套 累计增长29.9%
Chan Ye Xin Xi Wang· 2025-10-20 03:41
上市企业:机器人(300024),埃斯顿(002747),新时达(002527),拓斯达(300607),汇川技术 (300124),华中数控(300161),佳士科技(300193),亚威股份(002559),拓山重工(001226),昊志 机电(300503) 相关报告:智研咨询发布的《2025-2031年中国工业机器人产业发展态势及供需形势分析报告》 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 根据国家统计局数据显示:2025年8月中国工业机器人产量为6.4万套,同比增长14.4%;2025年1-8月中 国工业机器人累计产量为51.2万套,累计增长29.9%。 2020-2025年1-8月中国工业机器人产量统计图 ...
奔赴星辰大海,见证“十四五”中国经济跨越与蝶变
21世纪经济报道· 2025-10-18 13:08
Core Viewpoint - The article highlights the achievements and progress made during China's "14th Five-Year Plan" period, emphasizing economic resilience, innovation, and sustainable development as key drivers for future growth [1][2]. Economic Growth - China's economic increment over the past five years is expected to exceed 35 trillion yuan, with an average growth rate of 5.5%, surpassing the global average and contributing approximately 30% to global economic growth [5]. Innovation - Innovation has become the primary driving force for development, with national R&D investment increasing by nearly 50% compared to the end of the "13th Five-Year Plan." R&D intensity is approaching the OECD average, and China ranks 10th in the global innovation index [7]. Industrial Transformation - The transition from old to new economic drivers is progressing smoothly, with manufacturing value added expected to increase by 8 trillion yuan during the "14th Five-Year Plan," contributing over 30% to global manufacturing growth [9]. Green Development - China has established the world's largest renewable energy system, with installed capacities for hydropower, wind, and solar energy leading globally. By mid-2025, the number of electric vehicles reached 36.89 million, with charging infrastructure also ranking first worldwide [11]. Trade and Global Cooperation - During the "14th Five-Year Plan," China's goods trade volume remained the largest globally, with service trade expected to surpass 1 trillion USD for the first time in 2024. High-tech products accounted for nearly 20% of exports [13][14]. Infrastructure Development - China has built the largest highway, high-speed rail, and port networks globally, with significant growth in new infrastructure sectors such as computing networks and smart cities, achieving a 30% annual growth rate in computing capacity over the past five years [16]. Agricultural Strength - China's grain production has achieved 21 consecutive years of growth, reaching a new milestone of 1.4 trillion jin in 2024, ensuring food security and advancing agricultural technology [18]. Social Welfare - The income gap between urban and rural areas has narrowed, with per capita disposable income reaching 21,840 yuan in the first half of 2025, reflecting ongoing improvements in social welfare systems [20].
2025年1-4月中国工业机器人产量为22.1万套 累计增长34.1%
Chan Ye Xin Xi Wang· 2025-10-18 02:33
上市企业:机器人(300024),埃斯顿(002747),新时达(002527),拓斯达(300607),汇川技术 (300124),华中数控(300161),佳士科技(300193),亚威股份(002559),拓山重工(001226),昊志 机电(300503) 相关报告:智研咨询发布的《2025-2031年中国工业机器人产业发展态势及供需形势分析报告》 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 根据国家统计局数据显示:2025年4月中国工业机器人产量为7.2万套,同比增长51.5%;2025年1-4月中 国工业机器人累计产量为22.1万套,累计增长34.1%。 2020-2025年1-4月中国工业机器人产量统计图 ...
新晨动力(01148)拟1.47亿元收购中航兰田装备53%权益 10月16日下午复牌
智通财经网· 2025-10-16 04:19
智通财经APP讯,新晨动力(01148)发布公告,于2025年10月16日,买方绵阳新晨动力(本公司的间接全 资附属公司)与本公司(作为认购方)与卖方山西兰田实业集团及目标公司中航兰田装备订立股权收购协 议,买方同意向卖方购买而卖方同意以最高约人民币1.47亿元向买方出售待售权益(目标公司53%权益) (即股权转让); 及认购方同意于股权转让完成后向目标公司出资500万美元的人民币等值(即增资)。 股权转让完成后,认购方应向目标公司出资500万美元(增资代价)的人民币等值。增资完成后,假设目 标公司的股权架构不变,买方应持有目标公司约60% 权益。目标公司将成为买方的附属公司,并成为 本公司的间接非全资附属公司。 据悉,目标公司主要从事的业务包括汽车、特种设备及采矿机械制造,以及汽车零部件、工业机械人及 智能物料搬运设备生产。于本公布日期,目标公司由卖方全资拥有。 本集团于中国专门从事开发、制造及销售乘用车及轻型商用车辆的汽车发动机及零部件,正积极想方设 法壮大其主要业务。收购目标公司符合本集团透过整合具协同效益的互补业务实现增长的策略。凭藉目 标公司在特种车辆及非道路车辆行业的良好往绩及声誉,本集团预计可改 ...
创业校友分享“苏州攻略”
Su Zhou Ri Bao· 2025-10-16 00:36
企业需求旺,"校园大使"解读岗位需求 魔门塔(苏州)科技有限公司招聘展位里,坐着上海交通大学的硕士研究生王振豪和该公司人事专 员。2个月前,王振豪成为魔门塔的"校园大使",协助企业向应聘学子解读岗位需求,帮助同学联络魔 门塔工作人员、锁定心仪岗位。 "在苏州,你可以在拙政园拍汉服大片,在平江路喝咖啡,在雄鹰线徒步,在独墅湖玩桨板,享受 多姿多彩的生活。"近日,苏州携超10万青年人才岗位走进上海交通大学,向上海地区高校学子发出诚 挚邀请。招聘现场,超百家优质用人单位与高校毕业生面对面洽谈对接。 活动中,在苏创业校友向师弟师妹分享生活感受,传授最真实的"苏州创业攻略";"1030"产业体系 相关用人单位瞄准高层次人才,邀请他们"携手创未来";高校学子进一步了解苏州,通过这列"秋招专 列"寻找发展机遇。 人才政策解后顾之忧,交大校友点赞 彭松明本科毕业于上海交通大学。2020年,他在苏州创立了新景智源生物科技(苏州)有限公司, 开发针对实体肿瘤的TCR-T细胞治疗药物。过去5年间,新景智源生物科技完成多轮融资,多项专利获 批,公司产品在临床上取得积极疗效。 苏州创新创业环境推介会的校友嘉宾分享环节,彭松明向师弟师妹 ...
俄财政仍将全力保障安全开支
Jing Ji Ri Bao· 2025-10-15 22:11
Core Points - The Russian Ministry of Finance submitted a comprehensive budget draft to the government, focusing on defense, security, social welfare, and national projects [1][2] Group 1: Budget Overview - The budget draft includes amendments for 2025, federal budget laws for 2026, and plans for 2027 and 2028, along with proposed revisions to the Budget Code and Tax Code [1] - This marks the second budget adjustment of the year, following a previous amendment in June that increased spending and lowered revenue expectations [2] Group 2: Financial Allocations - For 2025, over 230 billion rubles will be allocated for preferential mortgage loans, and 18 billion rubles for road repairs [2] - Additional funding will be provided for disaster response, soil improvement, rural development, and support for small and medium enterprises [2] Group 3: Long-term Budget Plans - The budget for 2026 is projected at 44.1 trillion rubles, increasing to 49.4 trillion rubles by 2028, with revenues expected to rise from 40.3 trillion rubles to 45.9 trillion rubles [3] - The federal budget deficit is targeted to remain between 1.2% and 1.6% of GDP over the next three years [3] Group 4: Social Welfare Initiatives - Over 10 trillion rubles will be allocated for a "children's budget" over the next three years, with annual family subsidies for families with two or more children starting in 2026 [3] - The government plans to invest over 1 trillion rubles in healthcare and 900 billion rubles in a national project for longevity and active living [3] Group 5: Technological and Infrastructure Development - Approximately 1.9 trillion rubles will be allocated for national technology projects, focusing on machine tool manufacturing, unmanned aerial systems, and infrastructure updates [4] - The budget will also support defense needs and provide social support for families of military personnel [4] Group 6: Tax Revisions - Proposed tax law revisions include increasing the standard VAT rate from 20% to 22%, while maintaining a reduced rate for essential goods [4] - The VAT increase is expected to generate approximately 4.4 trillion rubles in additional revenue over three years, raising the share of non-oil and gas revenue to nearly 78% of total income [4] Group 7: Economic Outlook - The new budget is characterized as a "defense and security budget," a "social welfare budget," and a "development budget," aiming to create conditions for economic growth [5] - The Russian economy is projected to continue growing, albeit at a slower pace compared to previous years, with a focus on managing inflation and achieving balanced, sustainable growth [5]
IPO辅导有新进展 合肥欣奕华2025年迎业绩拐点?
Xin Lang Cai Jing· 2025-10-15 08:01
登录新浪财经APP 搜索【信披】查看更多考评等级 10月13日,中国证监会官网公开披露合肥欣奕华智能机器股份有限公司(以下简称"合肥欣奕华")首次公开发行股票并上市辅导工作进展报告(第八期)。 作为安徽国资和合肥国资双双押注的泛半导体高端装备头部企业,这意味着,合肥欣奕华自2023年10月正式启动上市辅导以来,离IPO之路又近了一步。 IPO辅导两年 第八期聚焦业务梳理与内控深化 公开资料显示,合肥欣奕华成立于2013年,为欣奕华集团旗下承接智能制造业务的公司主体,主要从事显示、集成电路、光伏钙钛矿等泛半导体真空镀膜设 备、洁净移载设备、高速高精密设备的生产、销售及技术服务等多个业务板块。 根据中国证监会披露的报告发布,合肥欣奕华的IPO辅导由中信建投进行。按照第八期辅导报告,本期辅导时间为2025年7月至9月。辅导内容重点围绕公司 业务分类与信息披露、研发费用归集、收入确认方式、下游客户集中度风险、内控制度执行等方面展开系统梳理与优化。 辅导机构中信建投指出,合肥欣奕华主营业务涵盖泛半导体领域的真空镀膜设备、洁净移载设备及高速高精密设备,产品线丰富。为进一步提升信息披露质 量,辅导团队正协助公司厘清各业务板 ...
埃夫特上半年亏1.52亿 2020年上市募8.28亿
Zhong Guo Jing Ji Wang· 2025-10-15 06:26
中国经济网北京10月15日讯埃夫特(688165.SH)2025年半年度报告显示,2025年上半年,公司实现营业 收入5.08亿元,同比下降25.20%;归属于上市公司股东的净利润-1.52亿元,上年同期为-8284.31万元; 归属于上市公司股东的扣除非经常性损益的净利润-1.59亿元,上年同期为-1.03亿元;经营活动产生的 现金流量净额为-1.71亿元,上年同期为-4569.95万元。 | 人民币 | | --- | | 市种: | | 月元 | | 单位: | | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | 本报告期比上年 同期增减(%) | | --- | --- | --- | --- | | 营业收入 | 50.846.31 | 67.975.50 | -25.20 | | 利润总额 | -21,879.34 | -10.176.57 | 不适用 | | 归属于上市公司股东的净利润 | -15,170.23 | -8,284.31 | 不适用 | | 归属于上市公司股东的扣除非经常性 | -15.859.02 | -10,252.26 | 不适用 | | 损益的净利润 | | | ...