Industry Overview - China's embodied AI industry is experiencing rapid growth, encompassing industrial automation, autonomous EVs, delivery drones, and advanced robotic humanoids [1] - China produced nearly 100 embodied AI robotic products and holds 70% of the global market share [2][3] Government and Investment - The central government has allocated approximately $138 billion for the development of humanoid robots for both industrial and personal applications [4] Job Market - Job openings in China's humanoid robotics sector have quadrupled this year, with algorithm engineers' salaries exceeding the average urban pay [5] Company Examples and Products - Hangzhou-based Unitary offers the four-foot two-inch H77 G1 AI Avatar for $16,000 [5] - The Go1 door, equipped with lidar and 12 flexible knee joint motors, is available for $600 [6] - Lenovo's six-legged Daystar is used for inspection and diagnostic tasks in hazardous environments [6] Future Outlook - Chinese robots are expected to offer a competitive price-performance ratio, supported by state policy and funding [7] - A wide range of new embodied AI products are anticipated to emerge [7]

Group 1: Nvidia and Market Trends - Nvidia stock reached all-time highs, contributing to the Nasdaq-100-tracking QQQ ETF achieving new records [1] - Wall Street's optimism is driven by cooling Middle East tensions and expectations of a cease-fire agreement between Israel and Iran [1][2] - The technology sector is experiencing a rally, with investors encouraged to buy strong technology stocks benefiting from the artificial intelligence boom [2] Group 2: Rockwell Automation (ROK) - Rockwell Automation is focused on industrial automation and digital transformation, providing solutions across Intelligent Devices, Software & Control, and Lifecycle Services [4] - ROK is integrating advanced AI and robotics technologies into its automation solutions, enhancing manufacturing efficiency [6] - The company exceeded Q2 FY25 earnings estimates and provided positive guidance, projecting a 16% increase in adjusted earnings for FY26 [7][8] Group 3: Credo Technology Group (CRDO) - Credo Technology designs high-speed connectivity solutions that are in high demand due to investments in artificial intelligence [14] - The company reported a 126% revenue growth for fiscal 2025, with adjusted earnings rising from $0.09 to $0.70 [16] - CRDO is projected to grow adjusted earnings by 111% in fiscal 2026, with revenue expected to increase from around $200 million in FY24 to nearly $1 billion in FY27 [18]

Core Insights - The report highlights a significant surge in AI adoption among life sciences manufacturers, driven by pressures related to talent, risk, and quality amidst economic uncertainty [2][4] - A notable 95% of life sciences manufacturers are either using or evaluating smart technology, indicating a strong focus on smart manufacturing [3][7] - The report emphasizes a shift towards long-term digital investments aimed at enhancing operational resilience and capacity [4][7] Industry Trends - Life sciences manufacturers are increasingly leveraging AI to improve product quality (53%), streamline operations (50%), and enhance cybersecurity (48%) [7] - The challenge of hiring skilled workers remains prevalent, with 26% of leaders identifying it as the biggest barrier to growth in 2025 [7] - Nearly half of the manufacturers are utilizing AI (48%) and automation (46%) to address workforce gaps [7] Investment Focus - Leaders in the industry are prioritizing investments that drive growth (66%), expand capacity (62%), and protect operations (50%) [7] - Emerging technologies are gaining traction, with 36% of manufacturers planning to invest in generative or causal AI, and 35% exploring digital twins and simulation tools [7] - Despite collecting large volumes of data, only 46% of manufacturers report using it effectively, highlighting the need for improved data utilization [5]

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services has seen the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.Carlsberg A/S (CABGY) : Th ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Flexsteel Industries, Inc. (FLXS) : This manufacturer of upholstered furniture has seen the Zacks Consensus Estimate for its current year earnings increasing 7.4% over the last 60 days.Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.The E.W. Scripps Company (SSP) : This media ...

Core Insights - Rockwell Automation Inc. (ROK) has launched its innovative edge-gateway solution, OptixEdge, aimed at transforming data processing for industrial customers [1] Group 1: Product Launch and Features - OptixEdge utilizes Rockwell Automation's FactoryTalk Optix software to connect to user control systems, enabling data collection, analysis, and cloud transmission [2] - The solution allows for easy application configuration via a web browser, significantly reducing setup time, and supports the creation and deployment of custom applications [3] - OptixEdge integrates with existing Rockwell Automation hardware and third-party systems, reducing cloud data transfer, which lowers storage costs and enhances network performance [4][8] Group 2: Growth Strategy - Rockwell Automation is expanding its portfolio of hardware and software products, benefiting from investments in cloud technology [5] - The company is expected to achieve above-market organic sales growth by broadening its served markets and enhancing its offerings [6] - Significant investments in global manufacturing, product development, and channel capabilities are anticipated to drive growth and improve earnings [6] Group 3: Stock Performance - Over the past year, Rockwell Automation shares have increased by 27%, outperforming the industry, which saw an 8.6% decline [7]

Core Insights - Siemens and NVIDIA have expanded their partnership to accelerate industrial AI and digitalization, aiming to enable the factory of the future [1][10] - The collaboration focuses on integrating NVIDIA AI and accelerated computing with Siemens' technologies to enhance manufacturing efficiency and quality [2][3] Partnership Expansion - The partnership initially announced in 2022 aims to bring the industrial metaverse to life by connecting Siemens Xcelerator with NVIDIA Omniverse, optimizing performance and productivity [3] - The collaboration now includes generative AI, industrial AI, and robotics, enhancing the capabilities of both companies [3] Technological Integration - Siemens integrates NVIDIA technology into the Siemens Xcelerator platform, enhancing product lifecycle management with real-time ray-tracing capabilities [4] - HD Hyundai utilizes this technology to visualize next-generation vessels, significantly reducing design iteration time from days to hours [5] Performance Enhancements - The combination of NVIDIA Blackwell GPUs with Siemens' Simcenter Star-CCM+ software has achieved a 30x speedup in transient aerodynamics simulations for BMW Group [6] - New Siemens Industrial PCs certified for NVIDIA GPUs enable complex automation tasks, delivering a 25x acceleration in AI execution [7] AI Implementation - Advanced AI agents will operate across the Siemens Industrial Copilot portfolio, executing processes autonomously and optimizing shopfloor operations [8] - A new class of operational technology cybersecurity is being developed through collaboration, integrating NVIDIA BlueField DPUs for enhanced security [9] Future Outlook - The expanded partnership is set to drive innovation in industrial manufacturing, enabling rapid deployment of AI solutions on the shopfloor [10]

Core Insights - Venture Capital investment in frontier technology has increased by 47% year-over-year, driven by AI demand, defense innovations, and industrial automation growth [1][2] - Despite supply chain challenges and economic uncertainty, the frontier tech sector is experiencing significant growth, with strong VC enthusiasm for fundraising [2] Investment Trends - VC fundraising in hardware has reached a 10-year high, with one-third of fundraising dollars allocated to hardware-focused VC funds, up from 20% in 2021 [4] - Total VC investment in defense and aerospace surpassed $4 billion in 2024 and is projected to reach $12 billion by the end of 2025 [4] - Investment in AI and robotics is increasing, with VCs focusing on AI compute and hardware as generative AI adoption rises [4] Defense Sector Insights - Annual VC investment in defense technology has exceeded the budget for the Defense Advanced Research Projects Agency (DARPA) since 2019, indicating a shift in funding for defense innovation [4] - More than 50% of frontier tech unicorns have raised funding in the last two years, highlighting the sector's robust fundraising environment [4]

10 June 2025 Asian Industrial Technology China Automation Pulse Check: May 2025 Jay Huang, Ph.D. +852 2123 2631 jay.huang@bernsteinsg.com Weibin Liang, Ph.D. +852 2123 2666 weibin.liang@bernsteinsg.com Dien Wang, Ph.D. +852 2123 2622 dien.wang@bernsteinsg.com Complementing the Monthly Barometer, where broad industry indicators are presented for a comprehensive view, the Pulse Check exclusively uses the high-frequency data and comments from industry players to show trends most directly relevant to stocks in ...

证券代码：688777 证券简称：中控技术 公告编号：2025-018 中控技术股份有限公司关于自愿披露 特此公告。 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 中控技术股份有限公司董事会 根据《国家知识产权局关于第二十五届中国专利奖授奖的决定》（国知发运字〔2025〕20号），中控技 术股份有限公司（以下简称"公司"或"中控技术"）自主研发的《一种适用于流程工业预测控制的模型自 主学习方法》（专利号：ZL 2022 1 0861856.2）荣获"中国专利奖优秀奖"。 2025年6月9日 中国专利奖由国家知识产权局与世界知识产权组织共同评选，旨在引导和推进知识产权工作对创新型国 家建设，以及促进经济发展方式转变发挥重要作用；鼓励和表彰专利权人和发明人（设计人）对技术 （设计）创新及经济社会发展做出的突出贡献。根据《中国专利奖评奖办法》规定，经国务院有关部门 知识产权工作管理机构、地方知识产权局、有关全国性行业协会，以及中国科学院院士和中国工程院院 士等推荐，中国专利奖评审委员会评审，并向社会公示，第二十五届中国专利奖共授 ...