Group 1: Industry Insights - The domestic four-legged robot industry is rapidly developing, with consumer-level models starting at 10,000 yuan [2] - The four-legged robots can be categorized into hydraulic and electric drive types, with electric drive becoming a new trend due to its lower cost and ease of control [3] - The four-legged robot industry has made progress in recent years, but still lacks advanced task planning capabilities and has limited battery life of 8 to 12 hours [4] Group 2: Company Developments - Cloud Deep Technology has delivered over 1,000 units of its "Xie Ying" series products, showcasing its strong presence in various application scenarios [1] - Chip Original Co., Ltd. is recognized as China's leading semiconductor IP company, with a significant increase in its customer base and revenue from chip design and mass production services [8] - Brain Machine Interface technology is gaining traction in China, with various local companies making strides in both non-invasive and invasive applications [6][7]

6月30日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在数字货币、机器 人等方面最新情况： 【热点回应】 安克创新：正主动全量召回，发出超8万个防火保护袋，充电宝召回率已达10% 【数字货币】 三未信安：已参与香港地区虚拟货币和稳定币等相关业务 第一创业：目前没有申请稳定币牌照相关计划 华铭智能：暂未开展数字货币业务 【机器人】 鑫铂股份：合资公司专注于拓展人形机器人关节模组等相关业务 方正电机：公司正在研发机器人关节电机产品 【国防军工】 中航沈飞：公司新区建设项目预计年底实现产线贯通及试运行 【汽车】 【电子】 莱宝高科：不涉及小米新发布的AI智能眼镜供货情形 【化工】 北汽蓝谷：积极联合小马智行等伙伴开发Robotaxi车型 松原安全：公司具备参与小米汽车项目的资质，暂未向小米汽车配套供货 江波龙：公司已与众多智能眼镜厂商已达成长期合作 南极光：公司配套的Switch2背光源模组产品已实现规模化稳定交付 红太阳：公司主要生产基地均满负荷运转 容百科技：硫化物电解质中试线预计年底竣工 星云股份：已对头部电池企业完成固态电池检测批量交付 奥克股份：暂不涉及光刻胶等半导体材料规模化生产 ...

Core Viewpoint - The commitment from the largest cornerstone investor, STMicroelectronics, not to reduce its stake in Innoscience Technology (英诺赛科) for the next 12 months, reflects strong confidence in the company's long-term development [1] - Multiple brokerage firms have issued positive ratings for Innoscience Technology, indicating a favorable outlook for the company's growth in the semiconductor industry [1][2] Group 1: Investor Confidence - STMicroelectronics holds 12,592,100 H-shares of Innoscience Technology, representing approximately 2.56% of the total issued H-shares and about 27% of the current tradable H-shares [1] - Several brokerage firms, including CICC, Zhaoshang International, and Guotai Junan, have issued buy ratings, with target prices ranging from 49 HKD to 52.55 HKD [1] Group 2: Growth Projections - Zhaoshang International forecasts a compound annual growth rate (CAGR) of 55.2% for the company's revenue from 2024 to 2027, with a projected gross margin turnaround in 2025 [1] - Guotai Junan anticipates revenue growth rates of 59%, 67%, and 56% for 2025 to 2027, respectively, with a projected net profit of 238 million yuan in 2027, representing a year-on-year increase of 265% [1] Group 3: Technological Advancements - Innoscience Technology has made significant strides in emerging fields such as AI data centers and automotive electronics, achieving nearly a tenfold increase in the delivery of automotive-grade chips in 2024 [1] - The company launched the world's first mass-produced 100V GaN solution, enhancing energy conversion efficiency for AI servers and competing strongly in solar MPPT applications [1] - In the humanoid robotics sector, the company's 150V/100V GaN products are widely used in joint drives, with its 100W joint motor driver products already in mass production [1]

2024年5月，机器人大讲堂发布了首篇灵足时代Robstride 04关节电机开售文章， 《 前小米团队技术大牛放出 王炸 首推峰值扭矩120Nm关节电机 零售价1199元 1台起定 》 ，该文章上线后， 单日流量破6万+ ，吸引来 自超过百余开发者私聊咨询订购。 同级别120Nm关节电机市售价在2500元+的时候，灵足时代首次将价格定 为1199元，1台起订，并且无捆绑销售！这在整个行业中堪称首例！ 灵足时代清晰的意识到， 大扭矩、高精度、价格透明且性能稳定的一体化关节电机将成为市场主流 。客户 无需频繁询价，开盲盒，没有中间商与代理商参与利润分配 ，客户能够以更加便宜的价格购买到更高性能的 一体化关节电机产品。 ▍ 售价 499 元、 849 元！灵足时代再发两款迷你旗舰关节电机！ 自 2024年4月至今， 灵足时代 已推出 5款一体化关节模组 ，扭矩范围涵盖 5N.m-120N.m ，其中 最贵的 型号 零售价格 不超过1200元人民币 。发售至今已在 全球超过20个国家投入客户使用，出货超过2.5万台 ，产业应用领域涵盖仿生机器人，智能出行，智能清洁，工业自动化，社会公共自动化设施等领域，并和多个 产 ...

公司全称： 东莞市本末科技有限公司 融资轮次：B 轮 产品/服务： 人工智能 创始人：张笛 作者丨 黎晓梅 编辑丨 刘恒涛 图源 丨本末科技 近日， 李泽湘弟子张笛创办的 本末科技 ， 完成数亿元的 B轮及B+轮融资， 金额达数亿人民币， 北京市先进制造和智能装备产业发展投资基金领投，北京市新材料产业投资基金、顺禧基金、联想之 星联合跟投。 根据官方对外发布的消息，本轮融资资金 将主要用于三大方向：面向新兴需求的电机柔性化设计和生 产，继续提升直驱关节模组规模化交付能力，加速机器人产品开发迭代与多场景商业化落地。 本末科技成立于 2018年，聚焦于无减速器的直驱型精准动力方案 和轮足机器人业务 。成立 7年 来 ，本末科技完成了 7轮融资 。如今，本末科技 实现了关节模组出货超百万 台，轮足机器人售出数千 台，而且，是 机器人赛道中罕见的盈利企业。 | | | 东莞市本末科技有限公司-融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 事件时间 | 融资金额 | 投资方 | | | 2025-06-06 | 数亿人民币 | 京国瑞基金 | | B轮 | | | 顺禧基金 | ...

Group 1 - The company, Weike Technology, is focusing on the application of humanoid robots and has existing or potential technological reserves related to lightweight products such as joint motor components, PEEK screws, and PPS screws [1]

宜安科技在互动平台表示，公司已设立 人工智能与具身机器人事业部，专注于AI+具身机器人相关零部 件的研发及制造。目前公司已和相关产链客户合作开发、生产人型机器人关节电机外壳等零部件产品。 ...

作为汽车零部件领域的隐形冠军，隆盛科技业务版图已形成"传统汽车部件+新能源核心产品+机器人核 心零部件"的三维矩阵。 换而言之，隆盛科技及其子公司，经营主要围绕EGR（废气再循环）部件总成、马达铁芯及驱动电机半 总成、精密零件以及航天航空业务展开。 新能源汽车驱动电机马达铁芯业务是龙盛街业绩增长引擎，2024年营收10.34亿元，同比增长29.21%， 配套问界M8、小米YU7等热门车型。 5月12日，隆盛科技在投资者关系活动上表示，隆盛科技与博世、赛力斯的新能源电机半总成项目进展 顺利，预计2025年下半年同步量产。 其中，隆盛科技为博世的供应，围绕轻卡产品（功率接近乘用车驱动电机）开展，而赛力斯项目由隆盛 新能源子公司重庆隆盛茂茂新能源科技有限公司（成立于2024年，以下简称隆盛新能源）供货。 此事标志着隆盛科技实现了从单一零部件供应商向系统集成商的升级，尽管尚处于初级阶段。 隆盛新能源的竞争优势是研发生产的铁芯定转子拥有较强的生产研发制造能力，定转子的未来新技术有 极强积累。 值得注意的是，隆盛科技正在积极布局机器人特别是人形机器人相关业务，包括灵巧手、谐波减速器、 关节总成等。 目前微研中佳已建设完成 ...

Core Viewpoint - Longsheng Technology is focusing on the aerospace precision manufacturing sector as one of its main business areas for future development, with plans to supply components for electric vehicles by the second half of 2025 [1] Group 1: Business Development - The company has established a certain foundation for industry expansion through its subsidiary, Weiyan Zhongjia [1] - Longsheng Technology is developing third-generation dexterous hands and has officially launched the "Lansen" robot [1] Group 2: Product Supply Timeline - The Bosch sub-assembly project is expected to start supplying in the second half of 2025 [1] - The electric motor sub-assembly project with Seres is also anticipated to begin supply in the second half of 2025 [1]

Group 1: Business Segments and Developments - Aerospace precision manufacturing is a key future business area for the company, with a focus on UAV components and missile precision parts [2][3] - The company is developing the third generation of dexterous hands for humanoid robots, targeting multi-sensor integration and control [3] - The company has established a strong market presence in the new energy electric drive core, with significant supply to leading electric vehicle manufacturers [3][4] Group 2: Strategic Partnerships and Projects - The company is collaborating with Bosch on the new energy commercial vehicle drive motor assembly, with supply expected to start in the second half of 2025 [3][4] - The company has successfully broken the foreign monopoly in the heavy-duty truck EGR valve market and is expanding its customer base [7] - The company has entered into contracts for commercial satellite projects with Galaxy Aerospace, with ongoing cooperation with China Aerospace Technology Group [10][11] Group 3: Market Position and Competitiveness - The company holds a leading position in the domestic EGR system market for passenger vehicles, supplying major clients such as BYD, Chery, and Geely [6][7] - The EGR technology is positioned as a key solution for energy conservation and emission reduction in both commercial and passenger vehicles, aligning with national policies [5][6] - The company is optimistic about the market prospects for EGR systems, leveraging over 20 years of industry experience [5][6] Group 4: Financial Outlook and Growth Drivers - The revenue contribution from satellite products is expected to be 10-15% in 2024 [10] - The company anticipates significant growth in the precision components sector driven by new project mass production and an expanding customer base [7][8] - The copper busbar business is projected to double in 2025, supported by various vehicle models [8]