Key Takeaways SERV's Q3 revenue jumped 209% YoY as robot deployments passed 1,000 and delivery volume rose 300%.TER's Q3 revenue hit $769M, driven by AI chip testing demand; Q4 sales expected to rise another 25%.TER earnings forecasts improved sharply, while SERV's projected 2026 losses widened to $1.72 per share.Automation and robotics continue to reshape the technology landscape, powering everything from autonomous delivery to advanced semiconductor testing. Two companies at very different stages of matur ...

Key Takeaways RR's shift to a RaaS model cut revenues but lifted gross margin to 74.4% in fiscal Q3.RR's rising losses stemmed from a sharp jump in general and administrative expenses.MVST posted record Q3 revenue and margin gains, supported by higher sales volumes.Both Microvast Holdings, Inc. (MVST) and Richtech Robotics Inc. (RR) are small-cap tech stocks operating in high-growth domains. While MVST offers battery technologies for electric vehicles (EVs) and energy storage solutions, Richtech Robotics pr ...

11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 人形机器人作展示。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 展示的人形机器人吸引观众目光。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 工作人员操控人形机器人。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 展示的机器人与观众互动。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference officially opened in Nanjing, showcasing over 30 top global robot brands, with a focus on advancements in retail supply chains, AI productivity, smart logistics, and industrial digital equipment [1][4]. Group 1: Event Highlights - JD.com presented its self-operated robot rental service, allowing consumers to rent smart humanoid robots and four-legged robotic dogs directly through its platform [3]. - An immersive interactive exhibition area was a highlight, featuring over 80 robot products, including performances by various robots that captivated attendees [5][7]. - Notable products included the JoyInside-enabled Loona robotic dog and the five-in-one AI chess robot from Yuanluobo, which showcased high emotional intelligence in interactions [9]. Group 2: Strategic Initiatives - In August, JD.com launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [11]. - The company offers a zero-threshold entry service for partners, facilitating a seamless integration of online and offline sales channels [11][15]. - JD.com aims to provide a comprehensive solution for partners, covering the entire supply chain from components to final products, thereby promoting the integration of robots into everyday life [15][17]. Group 3: Technological Empowerment - The JoyInside brand offers advanced application capabilities, emotional dialogue experiences, and adaptability to various scenarios, with dozens of leading brands already integrated [13][15]. - JD.com has initiated a limited-time free access program to help more robot companies seize growth opportunities [13].

China’s top economic-planning agency warns of the risk of a bubble forming in humanoid robotics https://t.co/WE4RwSOWG4 ...

Core Insights - JD.com showcased its upcoming robot secondary development system at the 2025 World Intelligent Manufacturing Conference, aiming to implement scenario-based sales by integrating physical robots with secondary development software [1] - The company also introduced its self-operated robot leasing service, allowing users to rent intelligent humanoid robots and quadruped robotic dogs directly through JD.com [1] - JD.com has launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to support 100 robot brands in achieving sales exceeding 1 billion yuan within three years, with the goal of promoting intelligent robots into over 1 million practical scenarios [1]

在智能化浪潮不断推进的今天，传统巡检方式正面临前所未有的变革机遇。 中科深谷基于实际巡检场景需求及自身在具身智能领域的技术积累，最新开发出具备自主巡检与多机协同能力 的 智能巡检作业平台。 ▍ 多模态感知系统，全天候环境自适应 机器人系统通过多传感器融合技术，在复杂室内外环境中实现厘米级精度的自主导航。3D激光SLAM、RTK 定位与多源感知数据的智能融合，让机器人在动态环境中保持出色的避障与路径规划能力。 同时，平台配备智能上位机软件，可实时整合巡检机器人的回传信息。通过简洁直观的可视化界面，操作人员 能够同时查看所有机器人的实时位置轨迹、传感器图像及设备状态，实现对分布式机器人的集中监控与管理。 图：平台系统架构图 该平台基于 深谷开源智脑系统 进行开发，融合智能体"敏捷小脑"的高精度运动控制与"具身智能机器人大 脑"的感知决策规划能力， 构建起感知、推理、决策、行动一体化的机器人智能体系。 ▍ 智能协同，具备自主决策行动能力 基于开源智脑系统的多智能体协同能力，系统实现了多机器人的智能调度与任务分配。机器人群能够自主优化 巡检路径、智能分配任务资源，实现了机器人在复杂场景中的自主作业能力。 ▍ 开放架构 ...

2025年作为"机器人IPO元年"，已有不下20家机器人公司争相申请港股上市。如今，"机器人上市大 军"再添一员。 11月17日，成都卡诺普机器人技术股份有限公司（下称"卡诺普机器人"）向港交所递交招股书，拟 香港主板IPO上市，国泰君安国际为独家保荐人。 机器人上市潮 早在2021年12月，卡诺普机器人就曾与中金公司签订辅导协议，徐徐推进在上交所科创板上市的计 划，今年4月刚刚完成第十三期上市辅导。 时值今年众多机器人公司开始密集开启IPO之旅，不仅北交所、深交所内，机器人公司排满了队等 待上市，港交所"18C章"更是对主营业务为新一代信息技术、先进硬件与软件、新能源、新材料、机器 人、自动驾驶、AI芯片等的公司降低上市门槛，因而吸引大量机器人企业转道港股。 其中，仙工智能、斯坦德机器人、翼菲科技、优艾智合、卧安机器人、乐动机器人、兆威机电、双 林股份等公司向港交所递交申请。2025年以来，极智嘉、三花智控、云迹科技等机器人产业链公司已完 成港股上市之举。 卡诺普机器人也于今年10月终止了中金公司的辅导，转而前往港股上市，保荐人变更为国泰君安国 际。 事实上，除了受港交所上市门槛影响，中国机器人产业还受到了 ...

Core Insights - Switzerland has ranked first in the global innovation index for 14 consecutive years since 2011, making it a significant source of innovation and a strategic partner for China in innovation development and technology finance [2] - Gravis Robotics, founded in 2022, focuses on developing a modular autonomous control kit for construction machinery, enhancing operational efficiency through automation [3][5] Company Overview - Gravis Robotics is a spin-off from ETH Zurich, founded by a team of experts in robotics, including CEO Ryan Luke Johns and CTO Dominic Jud, both of whom hold PhDs in robotics from ETH Zurich [3] - The company aims to transform traditional heavy machinery into autonomous robots, addressing labor shortages and improving safety in hazardous construction environments [5][7] Product Features - The modular autonomous control kit integrates machine learning hydraulic control technology with advanced perception and mapping capabilities, allowing existing earth-moving machinery to operate autonomously [7][8] - The kit has been trained in simulated environments to adapt to various terrain conditions, enabling machines like excavators to interpret CAD drawings and perform tasks autonomously [8] - Hardware components include cameras, LiDAR, and a robust edge computing system, ensuring real-time environmental monitoring and operational efficiency [9] Operational Efficiency - Gravis's autonomous control kit can enhance productivity by 30% in construction operations, while also reducing risks associated with manual operation in challenging environments [10] - The portable operation tablet allows for remote control and real-time 3D visualization of tasks, facilitating flexible job area definitions and operational adjustments [10] Collaborations - Gravis has established partnerships with Holcim, a Swiss materials group, and Develon, a South Korean construction machinery manufacturer, to further develop and deploy its technology [10]

（文章来源：每日经济新闻） 中信建投指出，机器人技术路线仍在持续迭代、产业链新进入者络绎不绝，市场更关注产品性能、客户 送样等实质进展，尤其Optimus定型有望推动。硬件技术路线边际收敛，深度配套甚至能直接拿到订单 的标的将直接受益，当前特斯拉供应链将进入去伪存真的验证期。 机器人产业ETF（159551）跟踪的是机器人指数（H30590），该指数聚焦于机器人产业相关企业，从市 场中选取从事机器人研发、制造及应用的上市公司证券作为指数样本，涵盖机械制造、电子设备和信息 技术等领域。指数配置突出技术创新与工业自动化趋势，旨在反映智能装备和自动化解决方案领域的整 体发展表现。 ...