4Q25 Robot/Automation Landscape Analyzer: How are market shares shifting? 4Q25 key observations on the China Industrial Robot & Automation competitive landscape 28 January 2026 | 9:44AM HKT Equity Research CHINA INDUSTRIAL TECH Post MIR's estimated sales data (vs. production data reported by the NBS) as well as our coverage companies' business segment disclosures, we compile our latest landscape analyzer within. n Total industrial automation (IA) market was -3% yoy in 4Q25, with the project/OEM markets at - ...

Global Automation The Long View: Robotics -- Physical AI and the next phase of industrial Robot Renaissance 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 Robotics is a frontier of physical AI. For industrial robots, there has been a notable inflection in adoption — a renaissance — since around 2020 (Exhibit 4). Most recently, the progression of AI is ushering this Robot Renai ...

on 22-Jan-2026 LONG VIEW 22 January 2026 Global Automation The Long View: Robotics -- Physical AI and the next phase of industrial Robot Renaissance 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 Robotics is a frontier of physical AI. For industrial robots, there has been a notable inflection in adoption — a renaissance — since around 2020 (Exhibit 4). Most recently, the progr ...

格隆汇1月20日丨迈赫股份(301199.SZ)在互动平台表示，公司是一家专注于为用户提供高端智能装备系 统、智慧物联系统、系统化设计服务的高新技术企业，专业从事基于机器人和物联网技术的高端智能装 备系统和智慧物联系统的研发设计、制造集成、销售和智慧运维等服务。丝杆和减速器是公司智能装备 系统产品的重要零部件。公司的主要产品属于工业机器人的系统集成领域，目前尚未涉足机器人本体的 生产。 ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of CSG Smart Science & Technology Co., Ltd. 科大智能科技股份有限公司 (the "Company") WARNING The publication of this Application P ...

Core Insights - Mytra has successfully closed a $120 million Series C funding round to enhance its supply chain operating system [1] Group 1: Funding Details - The Series C round was led by Avenir Growth, with participation from new investors including Kivu Ventures, Liquid 2, D. E. Shaw, and Offline Ventures, as well as existing investors such as Eclipse, Greenoaks, Abstract Ventures, and Promus Ventures [2] - Strategic investors in Mytra include Lineage and RyderVentures, the corporate venture capital arm of Ryder System, Inc. [2] Group 2: Company Overview - Mytra specializes in software-defined industrial robotics solutions aimed at automating common logistics tasks, particularly in moving and storing materials [3] - The company's solutions address critical bottlenecks for warehouse-dependent organizations, ranging from Fortune 100 suppliers to local grocers, thereby enhancing supply chain resiliency and throughput [3]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. This Application Proof is in draft form. The information contained in it is incomplete and is subject to change which can be material. B ...

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The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of ROBOTPHOENIX INTELLIGENT TECHNOLOGY CO., LTD. 浙江翼菲智能科技股份有限公司 (A joint stock company incorporated in the People's Re ...

Core Insights - The openGauss Summit 2025 successfully gathered top scholars, technical experts, industry users, and ecosystem partners to discuss the forefront of open-source database technology, ecological collaboration, and industry practices [1] Group 1: Awards and Recognition - The "2025 Annual openGauss Benchmark Application Practice" award was presented to the project "IntarkDB Embedded Database Industrial Robot Application Practice" by Tuosda and the National Innovation Center, recognized for its outstanding performance in application scale, demonstration value, and technological innovation [1] - The project is the only award-winning initiative among embodied intelligent robot companies in this evaluation [1] Group 2: Project Features and Innovations - The project serves as an important exploration in the intelligent evolution of industrial robots, providing reusable technical references for industry data infrastructure [2] - It meets the multi-modal data management needs of industrial robots, enabling efficient collaboration and supporting high-frequency data collection and high compression rates to optimize storage resources [2] - The project features an edge-side vector knowledge base to enhance AI inference efficiency and data interaction capabilities, along with a lightweight architecture design for quick integration, reducing system operation and governance costs [2] Group 3: Future Developments and Ecosystem - Tuosda plans to continue collaborating with the National Innovation Center to build a data foundation for embodied intelligence based on openGauss and IntarkDB, transforming industrial robots from traditional programming devices into intelligent entities with perception, decision-making, and execution capabilities [3] - The company is also working with industry-leading partners to create an open ecosystem, leveraging nearly 20 years of customer scenario accumulation to establish a commercial closed loop of "scenarios + robots + data + AI" [3] - This initiative aims to promote the sustainable evolution of the industry ecosystem and facilitate the large-scale implementation of embodied intelligence in real production environments, laying a solid technical and ecological foundation for flexible and adaptive production [3]