"水果是泰国对华出口商品中的'王牌'，但现在中国超市里进口水果早已琳琅满目。在新的市场趋势 下，我们也在开发泰国水果新的产品力。"从事泰国农产品贸易的上海暹罗实业有限公司副总经理赵琨 告诉《环球时报》记者，通过在展会期间同中方企业的交流讨论，公司达成了多项泰国产品冷链和深加 工产品的合作意向。"中国市场上或许很快能看到更多泰国芒果糯米饭风味零食。" 【环球时报赴上海特派记者 王冬 陈子帅 涂蕾 马晶晶】第八届中国国际进口博览会(简称"进博会")于11 月10日在上海落下帷幕。本次展会整体展览面积增至43万平方米，境外参展企业比去年增加了600多 家，近200家海外企业"全勤"参展……从德国拜耳等老朋友到法国阿科玛等新展商踊跃加入，全球企业 正用实际行动表达对中国市场的坚定信心，共享中国新发展格局下的开放机遇。 从2018年到2025年的进博会，170家海外企业和27家机构从未缺席，其中许多企业的参展规模还在持续 扩大。今年，拜耳作物科学在医药馆拜耳主展台和食品馆的种业展台"双展齐发"，带来了包括7个"中国 首展"和8个"进博会首展"在内的众多创新展品和合作亮点。拜耳作物科学大中华区总经理胡梦影告诉 《环球时报 ...

编者荐语： 宋欣、卢聃：中美技术体系直接碰撞已显现：一方是凭借制造业与工程体系优势崛起的 "具身中国"，一方是依托AI系统能力与资本生态领跑的 "虚拟美国"。 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者宋欣、卢聃 FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 文 | 宋欣、卢聃 在中国AI的"DeepSeek时刻"之后，"宇树时刻"呼啸而至，更加激动人心的AI机器人"群雄时 刻"也悄然到来。 中美两大科技巨头在这个领域的终极决赛已经异常清晰。刚刚，2025年美国《时代》杂 志"最佳发明"榜单揭晓：中国宇树科技的人形机器人R1与美国Figure AI的Figure 03并肩而 立，平分秋色。这场"中美双雄"的对决，标志着人形机器人竞赛进入巅峰阶段：R1以5,900 美元的起价进入市 ...

在本届进博会上，多种机器人同台竞技、大显身手。 "本届进博会，我们带来了宇树科技的整个机器人大家庭。有人形机器人G1，也就是刚刚打拳的，还有 今年刚发布的两款人形机器人R1和H2。机器狗方面，我们大中小型'犬'也都来到了现场。"宇树科技市 场部经理谢诗羽一边向中国证券报记者介绍，一边操控G1展示了一段网络热门舞蹈。 ● 本报记者 连润 王舒嫄 在技术装备展区，宇树科技股份有限公司的展台前挤满了人。左勾拳、右勾拳、踢腿……只见两个戴着 头盔和拳击手套的人形机器人动作整齐划一，一套拳打得行云流水。 11月5日，第八届中国国际进口博览会在上海开幕。（下转A02版） （上接A01版）本届进博会集中展示了全球顶尖的机器人技术与应用成果，多种机器人同台竞技、大展 身手。多位业内人士围绕前沿技术、规模化应用等热点话题展开分享与讨论，助力推动机器人技术研发 与产业高质量发展。 同台竞技 大显身手 还有多家公司围绕人形机器人上下游产业链展开投资，构建产业生态。乐聚智能（深圳）股份有限公司 董事长冷晓琨表示，乐聚智能将围绕人形机器人产业链做全行业布局，陆续在电机驱动、模块化关节等 领域投资。 正如工业和信息化部科技司副司长姚佳1 ...

Group 1: Industry Overview - The 2023 China International Import Expo (CIIE) showcased a variety of advanced robotics, highlighting the growing interest and investment in robotics technology [1][2] - Companies presented innovative products, including humanoid robots and industrial robots, indicating a trend towards more interactive and capable robotic solutions [1][2] Group 2: Company Highlights - Yushu Technology showcased its entire family of robots, including the humanoid robot G1 and newly released R1 and H2 models, demonstrating their capabilities in martial arts and dance [1] - Neura Robotics introduced MAiRA, the world's first commercial cognitive robot, which utilizes integrated AI and non-contact safety monitoring technology, with plans for a €135 million investment in its new Chinese headquarters [1] - Immobot Keliqi presented a companion robot designed for the elderly, featuring proactive interaction capabilities and safety monitoring functions, enhancing the quality of life for seniors [2] - Shanghai Yunfan Intelligent Control Robotics unveiled a heavy-duty industrial robot capable of lifting 30 kilograms and featuring advanced visual recognition and sensing precision [2]

Group 1 - The core viewpoint of the article highlights the introduction of a new humanoid robot, H2, by the company, which features a bionic face design to meet user expectations for a more human-like appearance [1][7] - The previous generation humanoid robot, R1, is ready for mass production, with shipments expected to begin between the end of this year and early next year [7] - The H2 robot has a height of 180 cm and a weight of 70 kg, with a base price of under 200,000 yuan per unit [7] Group 2 - The company has recently completed a name change and restructured its board of directors, currently undergoing the IPO guidance phase [7] - The company plans to submit its IPO application documents between October and December of this year [7]

Core Insights - The Robot ETF (562500) has seen a slight increase of 0.59%, with the latest price at 1.015 yuan, indicating a stable upward trend in the market [1] - The Robot Index rose by 0.44%, slightly outperforming the Shanghai Composite Index's increase of 0.39%, reflecting a positive market sentiment [1] - In the ETF's holdings, 64 stocks increased while 9 declined, showing significant structural differentiation, with notable gains from companies like Jingpin Special Equipment and Dahua Technology [1] - Over the past five trading days, the ETF has experienced a net inflow of approximately 9.17 billion yuan, indicating strong investor participation [1] Company Developments - On October 23, Yushu Technology changed its name from "Hangzhou Yushu Technology Co., Ltd." to "Yushu Technology Co., Ltd." and appointed Wang Xingxing as the chairman [1] - Wang Xingxing, the founder and CEO of Yushu Technology, introduced the fourth humanoid robot, H2, at the IROS 2025 conference, acknowledging that its design may be perceived as intimidating [1] - The third humanoid robot, R1, is set for mass production, with deliveries expected between the end of this year and early next year [1][2] Industry Insights - Guotai Junan Securities highlighted Yushu Technology's significant advantages in the humanoid robot sector, emphasizing ongoing technological and product iterations [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investor access to the entire robot industry chain [2]

Company Developments - Anshi China refuted false statements from the current management of its Dutch headquarters, asserting that all products produced and delivered in China meet contractual agreements [6] - Yushutech has completed its name change, with founder Wang Xingxing transitioning from executive director to chairman, and the company’s third humanoid robot, R1, is ready for mass production, expected to ship by the end of this year or early next year [6] - JD Auto, in collaboration with CATL and GAC Group, announced the name of its new model "Aion UT super," featuring a range of 500 kilometers and a wheelbase of 2750mm, marking it as the first vehicle equipped with "GAC Huawei Cloud Car Machine" [6] - Juhua Co. reported third-quarter revenue of 7.062 billion yuan, a year-on-year increase of 21.22%, and a net profit of 1.197 billion yuan, up 186.55%. For the first three quarters, revenue reached 20.394 billion yuan, a 13.89% increase, with net profit rising 160.22% to 3.248 billion yuan, driven by rising refrigerant prices [6] - Huagong Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with specific details yet to be finalized [6] - Shengyi Electronics expects a net profit of 1.074 billion to 1.154 billion yuan for the first three quarters, representing a year-on-year increase of 476% to 519% [6] - Yinglian Co. reported first three quarters revenue of 1.648 billion yuan, a 10.68% increase, with net profit reaching 35.378 million yuan, up 1572.67% [6] Market Trends - The A-share market showed weakness in early trading but rallied towards the end, with all three major indices closing higher. The Shanghai Composite Index rose by 0.22% to 3922.41 points, with a total trading volume of 1.66 trillion yuan [4] - The banking wealth management market reached a total scale of 32.13 trillion yuan by the end of the third quarter, a year-on-year increase of 9.42%, with fixed-income products accounting for 31.21 trillion yuan [4] - Several foreign investment institutions, including Goldman Sachs, JPMorgan, and UBS, expressed optimism about the Chinese capital market, predicting a sustained upward trend in the stock market due to improving corporate profitability and market revaluation [4]

Core Viewpoint - The launch of the humanoid robot "Bumi" by Songyan Power at a price below 10,000 yuan marks a significant development in the humanoid robot market, aiming to make such technology more accessible and stimulate industry growth [1][2]. Pricing Strategy - The pricing of Bumi at 9,998 yuan is positioned as a strategic move to explore new market segments rather than a price war, with the founder emphasizing that humanoid robots should not be excessively expensive [2][3]. - The cost reduction is attributed to the use of lightweight composite materials, self-developed technology, and a lower profit margin [2][3]. Product Features - Bumi features 21 degrees of freedom, capable of various movements including walking and dancing, and supports secondary development with graphical programming [2][3]. - The robot is available in two versions: a consumer version and an educational version, with delivery scheduled for early 2024 [3]. Market Positioning - The focus on small-sized robots is seen as advantageous for user interaction, particularly with children, and allows for cost control while enhancing performance [4][6]. - The company has reported a significant increase in orders, indicating strong market demand, particularly in educational and commercial performance sectors [6][7]. Industry Outlook - The founder disagrees with predictions of a decline in investment and interest in the embodied intelligence market, citing ongoing developments and the emergence of low-cost products as factors that will sustain market growth [7].

Core Points - The company Yushu Technology has undergone a name change from "Hangzhou Yushu Technology Co., Ltd." to "Yushu Technology Co., Ltd." and has appointed Wang Xingxing as the chairman [1] - At the IROS 2025 conference, Wang Xingxing discussed the company's fourth humanoid robot, H2, which features a bionic face design aimed at making it more appealing to the public [1][3] - The third humanoid robot, R1, is set for mass production with deliveries expected between the end of this year and early next year [1] - The H2 robot stands 180 cm tall and weighs 70 kg, with a base price of under 200,000 yuan [3] - Yushu Technology is currently in the IPO guidance phase and plans to submit its listing documents between October and December of this year [3] Company Developments - The company has made significant changes to its board, including the election of new independent directors and the cancellation of the supervisory board [3] - The IPO guidance report submitted by the underwriting institution, CITIC Securities, indicates progress in the company's preparations for going public [3]

Core Insights - Yushu Technology's CEO Wang Xingxing announced the release of a new 1.8-meter humanoid robot in the second half of the year, following several iterations of their robot algorithms this year [1] - The domestic robotics industry in China has seen an average growth rate of 50% to 100% in 2023, indicating a robust market environment [1] - Yushu Technology's humanoid robots, including models R1, G1, and H1, are part of an accelerating commercialization process, with significant contracts already secured [4] Company Developments - The new humanoid robot will feature 31 joints, enhancing its flexibility and precision in movement [1] - Yushu Technology's H1 robot, released in August 2023, stands at approximately 1.8 meters and weighs 47 kilograms [4] - The pricing for Yushu's humanoid robots varies, with R1 starting at 39,900 yuan, G1 priced at 99,000 yuan, and H1 at 650,000 yuan [4] Market Position - Yushu Technology won a significant contract worth 124 million yuan for humanoid robot services from a subsidiary of China Mobile, marking a substantial milestone in the commercialization of humanoid robots in China [4] - The company anticipates a 220% year-on-year increase in industrial robot orders by 2025, with a contract value exceeding 1.2 billion yuan [4] - Yushu Technology's annual revenue has surpassed 1 billion yuan as of June 2023 [4] Future Plans - Yushu Technology is currently undergoing listing guidance, with plans to prepare for an initial public offering (IPO) by late 2025 [5] - The company's major shareholder, Wang Xingxing, controls approximately 34.76% of the company's equity [5]