Financing Transactions - Meikaman's recent financing round raised nearly 500 million yuan, with investments from various funds including Xiong'an Fund and Ocean Electric, aimed at advancing its embodied intelligence technology and expanding product lines and applications [3] - Ruizheng Gene secured $75 million in Series A funding, with a significant investment from Tibet Nodi Kang Pharmaceutical, to develop in vivo gene editing products [4][6] - Weijian Intelligent completed over 100 million yuan in Series B funding, focusing on R&D for advanced packaging equipment for AI applications [4][5] - Wuxi Xinxiang Technology announced several billion yuan in B+ round financing, showcasing strong recognition from state-owned capital for its technological capabilities [6] - Haojise Food received strategic investments totaling several billion yuan from the Bubugao Group, aimed at enhancing product development and supply chain systems [6] - Yingmou Technology completed a new round of financing worth tens of millions of dollars, with plans to launch a new model on its 3D generation platform [7] - Lingyu Intelligent raised millions in seed+ round financing, focusing on high-quality remote operation technology for service and industrial applications [8] - Wugen, a US-based T-cell cancer treatment provider, raised $115 million to advance its cell therapy for T-cell acute lymphoblastic leukemia [8] - Prologis GLP received a $1.5 billion investment from Abu Dhabi Investment Authority to support its growth in logistics infrastructure [9] - Blue Water, an autonomous vessel developer, secured $50 million in Series A funding led by Google Ventures [10]

Group 1 - Meikaman's recent financing round raised nearly 500 million yuan, with investments from various funds aimed at enhancing its embodied intelligence technology and expanding product lines [2] - The Suzhou Kuanyu Equity Investment Fund was established with a registered capital of approximately 22.43 billion yuan, focusing on private equity investments and asset management [3] - The Horgos Silk Road Rongtong Industrial Investment Fund was established with a capital contribution of 1 billion yuan, also focusing on private equity investments [4] Group 2 - Weijian Intelligent completed a Series B financing round exceeding 100 million yuan, with funds directed towards product development in advanced packaging technologies for the AI era [6] - Two venture capital funds initiated by Shenzhen's collective economy, focusing on AI and emerging industries, have a total scale of 3 billion yuan [7] - Tianjin Jiayu Equity Investment Fund was established with a capital of 4.5 billion yuan, involving several insurance companies [8] Group 3 - Dowsure, a cross-border e-commerce platform, completed a C1 financing round with strategic investment from HSBC, enhancing its funding solutions for sellers [9] - A QFLP fund with a scale of 30 million USD has settled in Nantong, focusing on investments in the domestic medical and pharmaceutical sectors [10] - Shibeikang completed a nearly 100 million yuan Series B financing round, with funds aimed at accelerating R&D and expanding laboratory capabilities [11] Group 4 - The Guoxin Venture Capital Fund was established with a capital of 10 billion yuan, focusing on early-stage investments in hard technology sectors [13] - Prologis received a 1.5 billion USD investment from the Abu Dhabi Investment Authority to support its growth in supply chain and new energy sectors [14] - The first seed fund in Henan, with a scale of 200 million yuan, aims to support early-stage tech enterprises and facilitate technology transfer [16][17]

国新证券认为，国产替代前景明确但仍存挑战，建议聚焦技术验证明确的标的。投资者应重点关注华为 昇腾订单放量、寒武纪头部客户测试及中芯先进封装突破等。 【热点要闻】 1. 8月26日晚，寒武纪发布炸裂的2025年半年度报告，显示上半年净利润为10.38亿元，成功实现"扭亏 为盈"。 报告显示，寒武纪2025年上半年实现营业收入28.81亿元，同比增长高达 4347.82%，这是一个 近乎"爆炸式"的增长幅度；另一方面，净利润由去年同期的巨额亏损（亏损金额约为5.3亿元）逆转为 正收益，标志着公司实现财务结构的根本性改变。 2.近日，梅卡曼德宣布完成近5亿元新一轮融资。据悉，本轮资金将用于加速梅卡曼德具身智能"眼脑 手"全栈技术的持续进化，拓展产品线与场景应用，并进一步提升全球商业化与客户服务能力。梅卡曼 德成立于2016年，专注为机器人提供3D视觉、AI决策及五指灵巧手组件。 3. 国务院发布关于深入实施"人工智能+"行动的意见。意见指出，优化应用发展环境。布局建设一批国 家人工智能应用中试基地，搭建行业应用共性平台。推动软件信息服务企业智能化转型，重构产品形态 和服务模式。培育人工智能应用服务商，发展"模型即服 ...

▎ 梅卡曼德完成新一轮近5亿元融资，加速具身智能"眼脑手"全栈技术进化与全球规模化落地 日前， 梅卡曼德完成近5亿元新一轮融资 。本轮融资由雄安基金、大洋电机、华创资本、中金保时捷基金、上河 动量基金、南翔创投、海河基金、河北结构调整基金、天创资本等投资。 本轮资金将用于加速梅卡曼德具身智 能"眼脑手"全栈技术的持续进化，拓展产品线与场景应用，并进一步提升全球商业化与客户服务能力 。大洋电机 作为产业投资方，双方将探索在业务场景应用、前瞻业务研发等方面的深入合作。 梅卡曼德自主研发的具身智能"眼脑手"全栈技术，可与多种形态的机器人深度融合，使其具备多模态感知与自主 规划能力，能够快速理解自然语言指令并执行多样化、复杂任务， 实现跨物体、跨任务、跨环境的高通用性操作 。这一技术体系是推动机器人进入千行百业的关键，也是解决机器人真正"干活"这一核心问题的基础，使机器人 能够在真实生产与服务环境中稳定、高效地完成任务。 在 多模态大模型、成像算法、AI识别算法、机器人控制、工业软件、光/机/电核心器件等领域 ，梅卡曼德均具备 深厚的技术积累，并依托丰富的真实场景数据，自研推出高通用性、高标准化的3D视觉"眼睛"与A ...

在多模态大模型、成像算法、AI识别算法、机器人控制、工业软件、光/机/电核心器件等领域，梅卡曼德均具备深厚的技术积累，并依托丰富的真实场景 数据，自研推出高通用性、高标准化的3D视觉"眼睛"与AI"大脑"产品，已在汽车、新能源、物流、重工、3C、家电、食品等行业实现跨领域、批量化应 用。根据高工机器人产业研究所和睿工业的统计数据，梅卡曼德已连续五年（2020–2024）位列中国3D视觉引导工业机器人市场占有率第一。 投资界8月26日消息，梅卡曼德日前完成近5亿元新一轮融资。本轮融资由雄安基金、大洋电机、华创资本、中金保时捷基金、上河动量基金、南翔创投、 海河基金、河北结构调整基金、天创资本等投资。本轮资金将用于加速梅卡曼德具身智能"眼脑手"全栈技术的持续进化，拓展产品线与场景应用，并进一 步提升全球商业化与客户服务能力。大洋电机作为产业投资方，双方将探索在业务场景应用、前瞻业务研发等方面的深入合作。 梅卡曼德自主研发的具身智能"眼脑手"全栈技术，可与多种形态的机器人深度融合，使其具备多模态感知与自主规划能力，能够快速理解自然语言指令并 执行多样化、复杂任务，实现跨物体、跨任务、跨环境的高通用性操作。这一技术体 ...

据 IPO早知道消息， 梅卡曼德日前完成近 5亿元新一轮融资。本轮融资由雄安基金、大洋电机、华 创资本、中金保时捷基金、上河动量基金、南翔创投、海河基金、河北结构调整基金、天创资本等投 资。本轮资金将用于加速梅卡曼德具身智能"眼脑手"全栈技术的持续进化，拓展产品线与场景应 用，并进一步提升全球商业化与客户服务能力。大洋电机作为产业投资方，双方将探索在业务场景应 用、前瞻业务研发等方面的深入合作。 梅卡曼德自主研发的具身智能 "眼脑手"全栈技术，可与多种形态的机器人深度融合，使其具备多模 态感知与自主规划能力，能够快速理解自然语言指令并执行多样化、复杂任务，实现跨物体、跨任 务、跨环境的高通用性操作。 这一技术体系是推动机器人进入千行百业的关键，也是解决机器人真 正 "干活"这一核心问题的基础，使机器人能够在真实生产与服务环境中稳定、高效地完成任务。 在 WAIC 2025 上，梅卡曼德集中展示了自研通用机器人"眼脑手"全栈技术成果，包括双臂机器人 叠衣、人形机器人取货、海量物体分拣等近10个前沿应用单元，全方位呈现了高成熟度的具身智能 操作能力和真实场景落地水平。 梅卡曼德自主研发的具身智能"眼脑手"全栈技术 ...