当智能制造叠加信息传感、场景应用、市场检验……"机器人"在当下有了更具象、多元的定义和呈 现。 11月21日，上海宝山吸引众多智能制造"高手"齐聚一堂，有善打拳、能号脉的具身机器人，有会书 法、做质检的灵巧手和机械臂，还有叠加机器人的成像系统和构建机器人的关键组件……上海宝山智能 机器人产业大会举办两年来，已成为智能制造俱乐部和竞技场。 2025上海宝山智能机器人产业大会在这里举行。展区一侧，宇树科技的两个机器人拉开拳击对决、 新松机械臂挥毫泼墨、机器人"老中医"把脉问诊、机器狗现场巡逻；另一侧，巨蟹的"关节"、意优科技 的"骨骼"到坤维科技的"触觉"传感器，带观众"洞观"智能机器人"多才多艺"背后的产业全链条支撑。 2025上海宝山智能机器人产业大会上，宇树科技的两款人形机器人在现场拳击对决，吸引众多目 光。新华社发（受访单位供图） 智能机器人产业的热浪驱散了初冬的微寒，也让宝山的产业创新升级再添亮色。 位于宝山的上海机器人产业园早在十多年前就瞄准了机器人产业赛道，从吸引国际机器人企业巨头 落户，到培养本土初创企业成长，再到构建产业链开拓国际市场，其形成的强磁力吸引了国内外优质智 能制造企业纷至沓来，产业规 ...

Investment Rating - The report maintains a positive outlook on the home appliance sector, highlighting that the sector outperformed the CSI 300 index during the week [2][3]. Core Insights - The home appliance sector index fell by 2.3%, while the CSI 300 index dropped by 3.8%, indicating a relative strength in the sector [2][3]. - Key companies such as Aopu Technology, Zhejiang Meida, and Supor showed gains, while companies like Joyoung, Beiqi, and Biyi experienced significant declines [4]. - Haier Robotics and INDEMIND signed a strategic cooperation agreement to advance the application of embodied robots in home settings [8]. - Biyi Electric received approval from the China Securities Regulatory Commission for a specific stock issuance [9]. Sales Data - In October, sales of cleaning appliances increased year-on-year, with robotic vacuum sales rising by 36.01% to 500,900 units and sales revenue increasing by 35.34% to 1.025 billion yuan [29]. - Sales of washing machines also saw a significant increase, with units sold rising by 60.11% to 429,300 and revenue increasing by 60.34% to 756 million yuan [29]. - Personal care products showed mixed results, with hairdryer sales slightly up by 0.31% but revenue down by 18.17%, while electric shaver sales rose by 29.12% with revenue up by 38.05% [34]. Industry Dynamics - The report identifies three main investment themes: 1. The potential of leading white and black appliance companies characterized by low valuations, high dividends, and stable growth [2]. 2. Upstream core component manufacturers are diversifying into emerging tech fields such as robotics and data center cooling [2]. 3. The increasing penetration of new consumer categories like cleaning appliances presents significant growth opportunities [2]. Macro Economic Environment - As of November 21, 2025, the USD to CNY exchange rate was reported at 7.0875, reflecting a year-to-date decrease of 1.40% [40]. - In October 2025, the total retail sales of consumer goods reached 46,291 billion yuan, showing a year-on-year increase of 2.90% [42].

产业筑峰强链工程，将对顶尖科技人才给予最高1000万元项目资助、300万元安家补贴，重点做强具身 机器人等整机制造，做大传感器、减速器等核心硬件，做精控制、交互等智控软件，形成多品类全链路 的产品体系。 企业育林参天工程，将设立总额10亿元的基金池，对企业并购重组等重大行动给予最高5000万元支持， 重点培育300亿级、100亿级链主企业，支持骨干企业参与标准制定和技术攻关，形成大、中、小企业协 同发展的产业格局。 技术创新融合工程，将对实施重大技术攻关项目的企业给予最高1000万元支持，重点建设智能机器人中 试平台等项目，加快创新要素集聚、汇聚全球优质资源、推进创新成果转化。 近日，《常熟市智能机器人产业发展三年行动计划（2025-2027年）》发布。常熟将发挥大项目及产业 联盟引领作用，加快形成集整机、核心零部件、系统集成、验证训练于一体的智能机器人产业生态，力 争到2027年产业规模突破1200亿元。 应用场景拓展工程，将对新产品给予最高50%订单额奖补，对典型场景、智能工厂给予最高300万元资 金奖励，重点加快智能产线在汽车、纺织等制造场景落地，深化机器人与人工智能的"AI+"场景融合， 加大建筑、医 ...

产业筑峰强链工程，将对顶尖科技人才给予最高1000万元项目资助、300万元安家补贴，重点做强 具身机器人等整机制造，做大传感器、减速器等核心硬件，做精控制、交互等智控软件，形成多品类全 链路的产品体系。 产业生态提升工程，将重点打造智能机器人7S体验中心等高能级产业平台，推出"常熟训力券"，营 造高品质产业生态；积极打造国际具身智能创新大赛金牌赛事，全面打响"智能机器人开放创新在常 熟"的高声量特色品牌。 企业育林参天工程，将设立总额10亿元的基金池，对企业并购重组等重大行动给予最高5000万元支 持，重点培育300亿级、100亿级链主企业，支持骨干企业参与标准制定和技术攻关，形成大、中、小企 业协同发展的产业格局。 据了解，通过落实《行动计划》，常熟将力争到2027年，引育5家行业链主整机企业，建成10家国 家级智能工厂，打造50个典型场景，培育150家专精特新与独角兽企业，集聚500家生态伙伴，在产业能 级、创新要素、场景应用、协同生态4大方面实现新突破。 昨天（11月18日），《常熟市智能机器人产业发展三年行动计划（2025-2027年）》发布。常熟将 发挥大项目及产业联盟引领作用，加快形成集整机、核心 ...

Core Insights - The 138th China Import and Export Fair (Canton Fair) concluded on November 4, 2023, in Guangzhou, attracting over 310,000 foreign buyers from 223 countries and regions, marking a 7.5% increase from the previous session, setting a new historical record [1] - The on-site intended export transaction volume reached $25.65 billion [1] - Notable growth in buyers from the EU, Middle East, the United States, and Brazil was observed, with 214,000 buyers from Belt and Road Initiative countries, an increase of 9.4% [1] - Over 60% of the export transactions were with countries involved in the Belt and Road Initiative, while traditional markets maintained stable transaction levels [1] Event Highlights - A total of 632 new product launch events were held during the fair [1] - New products, green products, and products with independent intellectual property rights accounted for over 20% of the 4.6 million exhibits [1] - Popular exhibits included embodied robots, brain-computer interface devices, bio-based materials, AI rehabilitation equipment, and 3D printing technology [1] Innovations and Upgrades - The fair introduced a QR code credential system, enabling the fastest credential issuance in 30 seconds, a sixfold increase in speed compared to previous years [1] - A new navigation system utilizing "Bluetooth + 5G + Beidou" technology was launched, enhancing AI exhibition navigation and smart guidance features, with a total of 477,000 users [1]

Core Insights - Deeply intelligent robots are positioned as "silicon-based partners" in family scenarios, with a focus on creating a complete closed-loop system for behavior intelligence models and real-world operational data [3][4] - The company has successfully raised a total of 200 million RMB in seed and seed+ rounds, with significant backing from prominent venture capital firms [1][3] Group 1: Company Overview - Deeply Intelligent was founded in October 2024 by Dr. Li Xiaofei, who has a strong academic background from Tsinghua University and extensive experience in autonomous driving and robotics [3][4] - The company aims to address the complexities of home environments by first accumulating real operational data in quasi-family scenarios [3][4] Group 2: Funding and Financials - The seed round was led by Shunwei Capital and Genesis Partners, with follow-on investments from Junshan Capital and Baidu Ventures, while the seed+ round was led by Junshan Capital with participation from existing shareholders and other notable institutions [1][3] - The funds raised will primarily be allocated to the research and development of the robot's brain and body [1] Group 3: Strategic Partnerships and Goals - Deeply Intelligent has established a strategic partnership with a large hotel group, marking a significant step in its commercialization process [4] - The company plans to implement a modular product strategy, aiming for trial use with benchmark customers by 2026 and a trial version for family seed customers by 2027 [4]

人民财讯11月12日电，中海达（300177）11月12日在互动平台表示，公司目前已获得小鹏具身机器人的 IMU姿态传感器定点，并且已小规模样品交付中。但该类业务尚处于小批量应用阶段，敬请广大投资者 注意投资风险。 ...

策划人语 2022年11月，中国人民银行等八部门联合印发《上海市、南京市、杭州市、合肥市、嘉 兴市建设科创金融改革试验区总体方案》提出，将科创金融改革试验区打造成为科创金融合作示范区、 产品业务创新集聚区、改革政策先行先试区、金融生态建设样板区、产城深度融合领先区。三载耕耘， 硕果满枝，科创星火渐成燎原之势。在南京获批科创金融改革试验区三周年之际，《金融时报》记者走 进扎根在试验区的金融机构和企业，倾听他们与试验区共同成长的所感所思。 方生和决策层展现出的稳健经营智慧和合作共赢理念，同样被银行机构看好。2021年，方生和计划 全资收购利泰尔药业，以完成"中间体—原料药—制剂"全产业链布局。资金来源正是工行南京分行提供 的近亿元并购贷。"虽然当时公司有较为充足的流动资金，但要兼顾企业的运营风险，不能把钱都用于 并购。"袁方介绍。创投机构的认可，并非意味着申请银行贷款可以畅通无阻。轻资产、大投入、长周 期、高风险，在工行南京分行的传统授信模型中，这些科技型企业特质导致方生和只能被评为BBB级。 同时，该行也意识到方生和的突出优势：创始人兼董事长袁方有三次成功创业的经历；有良好的信用背 书；已获得资本市场认可；团队 ...

第138届广交会于11月4日圆满收官。本届广交会以习近平主席重要贺信精神为指引，认真学习贯彻党的 二十届四中全会精神，在商务部和广东省领导下，各方共同努力，境外采购商、向新向智向绿产品等多 项指标刷新历史纪录。在全球贸易格局深度调整，外贸发展面临多重挑战的背景下，第138届广交会以 逆势上扬的态势，不仅展现了中国外贸的韧性与活力，为全球经贸发展注入了稳定性，更向世界传递出 中国扩大高水平对外开放、开创合作共赢新局面的坚定决心。 境外采购商跨越山海，"用脚投票"，表达了对中国产品的信赖、对中国经济的信心。共有来自223个国 家和地区的超31万名境外采购商到会，较上届（下同）增长7.5%，再创历史新高。其中，共建"一带一 路"国家采购商21.4万人，增长9.4%，占比69%。欧盟、中东、美国、巴西采购商增长明显，增幅分别 为32.7%、13.9%、14%、33.2%。158家工商机构组团参会，增长12%。550个采购团中，美国塔吉特、 法国家乐福、日本似鸟等406家头部企业组团参会，增长7.9%。 境外采购商表示： 广交会既是一站式采购平台，也是洞察行业趋势的风向标。广交会提供的不仅是产品，更是一种确定 性。中国 ...

Core Insights - The 2025 World Internet Conference "Internet Light" Expo showcased cutting-edge technologies, emphasizing the theme "AI Coexistence, Intelligent Future" with a focus on artificial intelligence applications [1][2]. Group 1: AI Technology Demonstrations - The expo featured a brain-controlled wheelchair and humanoid robots demonstrating advanced movements, highlighting the practical applications of AI in enhancing mobility and interaction [1]. - A 3D modeling function showcased by Tencent allowed for the rapid creation of detailed models from photographs, illustrating the capabilities of AI in digital representation [2]. Group 2: Infrastructure and Support for AI - The event highlighted advancements in computing power, such as the ultra-node server from Zhongke Shuguang, which utilizes innovative technologies to significantly enhance computational performance [3]. - AI is increasingly being integrated into various industries, as demonstrated by the autonomous inspection robot from State Grid, which automates tasks previously performed by humans [3]. Group 3: AI in Logistics and Transportation - The "Intelligent Container Cloud Path Coordination Platform" developed by Zhigangtong effectively manages logistics operations at Ningbo-Zhoushan Port, addressing issues like traffic congestion and vehicle idle time through real-time adjustments [3]. - The integration of AI in logistics is further exemplified by the unmanned security system from Wuchan Zhongda, which combines drones and robotic patrols for enhanced safety and efficiency [4]. Group 4: AI in Healthcare - The "Plain CT + AI" medical examination solution from Alibaba demonstrates how AI can enhance diagnostic capabilities by identifying subtle differences in medical images that may be overlooked by human eyes [5]. Group 5: AI and Cultural Heritage - The "Light and Shadow Danqing" project showcased at the expo transformed static ancient paintings into immersive multi-sensory experiences, illustrating AI's role in revitalizing traditional culture [6].