值得注意的是，极飞科技在2024年实现扭亏为盈，当年的经调整净利润为0.72亿元。2025年上半年，极 飞科技的经调整净利润1.34亿元，同比增长50.56%。2022年至2024年，以及今年上半年，极飞科技的毛 利率分别为17.9%、18.9%、31.9%以及34.3%。 根据弗若斯特沙利文的资料，2024年极飞科技以10.7%和17.1%的市占率在世界农业机器人和农业无人 飞机行业分别排名第二。截至2025年6月30日，极飞科技的经销商网络在国内已经覆盖全国超900个县， 基本实现对中国主要农业生产区域的全面覆盖；同时，极飞科技通过分布在近60个国家和地区的经销 商，对美洲、亚洲、欧洲、大洋洲进行覆盖。 【深圳商报讯】（记者 苑伟斌）9月25日，广州极飞科技股份有限公司（以下简称"极飞科技"）正式向 港交所递交招股说明书，拟主板挂牌上市，华泰国际担任独家保荐人。 极飞科技创立于2007年，是一家农业科技公司，致力于用机器人、人工智能和新能源技术赋能农业。招 股书显示，2022年至2024年，极飞科技的营收分别为6.05亿元、6.14亿元和10.66亿元；今年上半年，极 飞科技的营收从2024年同期的7.3 ...

转自：中国日报网 中国日报9月20日喀什电（记者毛卫华）9月19日，阿拉丁控股集团有限公司、新疆喀什市人民政府在喀 什市中亚南亚工业园区，联合举办"一带一路现代农业与文旅产业创新中心"启动仪式，喀什地区党政代 表、专家代表、金融机构代表、合作伙伴代表、媒体代表、企业代表共同为创新中心揭牌。 "一带一路现代农业与文旅产业创新中心"项目以新能源消纳转化为核心，整合全球能源、工业和农业先 进科技，致力于规模化、标准化生产果蔬、牧草、主粮、大豆等绿色农产品及水产品。该项目地块总占 地面积近2万亩，聚焦高科技智能工业温室、"一带一路"水产工业化养殖科研基地、展览展示交易中 心、会议中心、文旅创作中心等建设，同步实施打造新能源光伏发电、工业储能、冷链物流、农业机器 人等现代制造业，实现工业农业、高端装备制造业、现代文旅产业一二三产业融合发展。待项目全部建 成后，预计每年将解决新能源消纳约200亿度电，推动区域绿色可持续发展。 阿拉丁控股集团董事长阳仁强在致辞中表示，阿拉丁提出工业农业以来，在可行性和经济性方面做了大 量研究探索，通过高科技智能工业温室，可以实现农产品规模化、标准化、绿色化生产，把农业生产变 成消费品。吃饱 ...

Group 1 - The core viewpoint of the articles emphasizes the acceleration of digital transformation in agriculture through the implementation of artificial intelligence technologies, which injects new vitality into traditional agriculture [1][5] - The integration of emerging technologies with traditional agriculture is crucial for promoting the application of AI in breeding, planting, and breeding processes, aiming for a platform-based and intelligent agricultural development [2][5] - Significant technological achievements have been made in smart agriculture, with AI-enabled innovations covering the entire agricultural production process, leading to substantial cost savings and increased yield [3][5] Group 2 - Companies should strategically plan their intellectual property (IP) to align algorithm innovations with specific agricultural applications, actively applying for patents and protecting core technologies [4] - Industry organizations are encouraged to accelerate the establishment of technical standards for smart agriculture and enhance the competitive edge of domestic enterprises in international markets through standard essential patents [5] - The development of smart agriculture is expected to trend towards comprehensive, collaborative, and widespread adoption, with AI technologies covering the entire agricultural chain from breeding to traceability [5]

关女士是天津一家研发手术机器人企业的工作人员，她今天同样带着问题而来。"我们的机器人订单金 额接近千万元，但是产能上不去，主要原因是现在工厂面积不能满足生产需求，提升产能的问题迫在眉 睫。"面对关女士提出的问题，唐山高新区的相关负责人认真地在记录本上进行记录，并且详细询问了 关女士对厂房的具体需求，"面积需要多大？对高度和地面承重能力有要求吗？"这位负责人认真地向关 女士介绍了高新区相关产业政策，并邀请关女士到高新区参观、考察。 在采访中记者发现，不少企业选择在唐山发展机器人产业，原因之一是唐山优越的地理位置。唐山作为 港口型国家物流枢纽城市，通达世界200多个港口，货物吞吐量稳居全球第2位。京唐城际高铁唐山西站 和唐山机场坐落在高新区，高铁半小时即可抵达北京，唐山机场可通达国内20多个热点城市。 关注2 9月16日下午，北京·河北机器人产业共享智造对接会在京举行。本次会议以"共建产业生态、深化产业 协同"为主题，旨在推动京津冀机器人产业资源共享、能力协同与创新融合，助力区域制造业高质量发 展。来自北京市、河北省及唐山市的高校科研机构专家、企业代表等150余人参会，11个项目达成初步 合作意向。 关注1 唐山 ...

Group 1 - The core idea of "Artificial Intelligence +" represents a significant leap from "Internet +" to a new era of intelligent applications, enabling machines to analyze and make decisions autonomously, leading to a qualitative change in various industries [1][2] - "Artificial Intelligence +" is closely tied to improving quality of life, with applications in personalized home, travel, and health management, enhancing efficiency in areas like medical billing and food safety [1][2] - The transition to an intelligent economy requires the cultivation of new business models and the promotion of intelligent development across all sectors, including agriculture, where there is a notable shortfall in AI application [2] Group 2 - The current application of artificial intelligence is primarily concentrated in the secondary and tertiary industries, with the primary industry lagging behind, necessitating the development of smart agricultural equipment to enhance productivity [2] - Talent development is crucial for the advancement of "Artificial Intelligence +", as the current constraints in computing power hinder its widespread adoption, highlighting the urgent need for upgrading domestic computing technologies [2] - The increasing scale of "Artificial Intelligence +" necessitates enhanced security capabilities to address social challenges and risks associated with algorithmic biases and data governance [3]

Group 1 - The core idea of "Artificial Intelligence +" represents a significant leap from "Internet +" to a new era of intelligent applications, enabling machines to analyze and make decisions autonomously, leading to a qualitative change in various industries [1][2] - "Artificial Intelligence +" is closely tied to improving quality of life, with applications in personalized home, travel, and health management, enhancing efficiency in areas like medical billing and food safety [1][2] - The transition to an intelligent economy requires the cultivation of new models and business formats, with a focus on integrating AI across all sectors, including agriculture, where there is a notable shortfall in application [2] Group 2 - The current application of AI is primarily concentrated in the secondary and tertiary industries, with the primary industry lagging behind, necessitating the development of smart agricultural equipment to enhance productivity [2] - Talent development is crucial for the advancement of "Artificial Intelligence +", as the growth of AI applications is heavily dependent on computational power, which is currently constrained [2] - The safety and governance of AI applications are becoming increasingly important, with a need for robust measures to address risks such as algorithmic bias and data security [3]

Group 1: Core Views - The State Council has issued opinions on the implementation of the "Artificial Intelligence+" initiative, focusing on technology, industry, consumption, people's livelihood, governance, and global cooperation [1] - The initiative emphasizes accelerating six key actions to enhance the integration of AI across various sectors [1] Group 2: AI in Science and Technology - Accelerate the application of scientific large models and promote the intelligent upgrade of major scientific research platforms and infrastructure [1] - Support the innovation of technology research and development models, and enhance collaboration between AI and fields like biomanufacturing, quantum technology, and 6G [1] Group 3: AI in Industry Development - Foster new intelligent native models and new business formats, aiding the transformation and upgrading of traditional industries [3] - Promote the application of AI across all stages of industrial processes, enhancing overall AI literacy and skills [3] - Accelerate the digital transformation of agriculture through smart machinery and robotics [3] Group 4: AI in Consumer Quality Enhancement - Expand new service consumption scenarios by improving smart consumption infrastructure across various sectors [4] - Develop new product consumption formats, focusing on smart connected vehicles, AI smartphones, and smart home devices [4] Group 5: AI in People's Livelihood - Create smarter work methods and support AI skills training, especially in labor-intensive and high-risk jobs [5] - Promote more effective learning methods through intelligent interactive learning models [5] - Enhance quality of life by applying AI in health management and cultural content creation [5] Group 6: AI in Governance - Advance the intelligent transformation of municipal infrastructure and improve urban governance through AI [6] - Strengthen AI applications in safety production, disaster prevention, and public security management [6] Group 7: AI in Global Cooperation - Promote AI as an international public good, enhancing high-level openness in the AI field [8] - Build a global governance system for AI [8]

Group 1 - The core event of the 2025 Chinese Farmers' Harvest Festival will take place in Jincheng Village, Yantai, Shandong, focusing on key areas of "Three Rural Issues" while highlighting local characteristics [1] - The main activities will include one gala event, five achievement displays, and five special activities, showcasing various aspects of agricultural development [1] - Key displays will feature the integration of poverty alleviation and rural revitalization, seed industry revitalization, modern agricultural machinery, smart agriculture, and financial support for farmers [1] Group 2 - The festival will also include cultural activities such as the Yellow River Fair, Grand Canal Fair, and Marine Fair, along with rural cultural carnival events [2] - The first National Smart Agriculture Innovation Competition and the final of the first Rural Revitalization E-commerce Live Streaming Competition will be launched, inviting top national hosts to assist in promoting agricultural products [2] - Various engaging activities like "Village Evening," "Village BA," and rural photography competitions will be organized to showcase the confidence and vitality of modern farmers [2]

Investment Rating - The report assigns an "Overweight" rating to the mechanical manufacturing industry [6]. Core Insights - The report highlights the rapid development opportunities for agricultural robots driven by AI, as outlined in the State Council's recent policy [6]. - The commencement of the Jinhuo Technology project for high-end machine tools and automation production lines marks a significant step towards domestic high-end machine tool production [6]. - Collaboration between General Technology and Siemens in the machine tool sector is expected to enhance technological synergies and regional resource sharing [6]. Summary by Sections Market Performance - From August 25 to August 29, the mechanical equipment index increased by 1.15%, underperforming compared to the CSI 300 index, which rose by 2.23% [9]. - Year-to-date, the mechanical equipment index has gained 33.69%, outperforming the CSI 300 index's 17.70% increase [11]. Key Developments - The State Council's policy on "AI+" aims to accelerate the digital transformation of agriculture, promoting the development of smart agricultural machinery, including robots [6]. - The Jinhuo Technology project, with an annual production capacity of 3,000 high-end machine tools, is set to establish a precision machine tool manufacturing base in Fuyang Economic and Technological Development Zone [6]. - The collaboration between General Technology and Siemens focuses on core needs in machine tools and servo automation, aiming for high-quality development in the Asia-Pacific region [6]. Sub-industry Data - In July 2025, the production of industrial robots reached 63,740 units, marking a 24% year-on-year increase [45]. - The output of metal cutting machine tools in July 2025 was 71,000 units [43]. Company Recommendations - For humanoid robots, recommended companies include Hengli Hydraulic, Best, Changsheng Bearing, Zhaowei Electric, Mingzhi Electric, Top Group, Jiechang Drive, Mannester, and Shuanghuan Transmission [6]. - In the engineering machinery sector, recommended companies are Hengli Hydraulic, Sany Heavy Industry, XCMG, and Zoomlion [6]. - For the export chain, recommended companies include Honghua Digital Technology, Juxing Technology, Jack Shares, and Taotao Vehicle [6].

Group 1 - The humanoid robot industry is transitioning from a technology validation phase to large-scale commercialization, with a global compound annual growth rate exceeding 40% by August 2025, particularly in China due to policy support and a mature supply chain [2][7] - The industry is shifting from single product competition to ecological competition, focusing on a "platform + closed loop" model as a key to building industry barriers [2][7] Group 2 - The humanoid robot ecosystem consists of a product matrix that covers diverse application scenarios, including general-purpose robots, specialized robots for vertical fields, supporting devices, and customizable modules [4][5] - A service network modeled after the automotive industry (4S/6S stores) is essential for sales, after-sales service, parts supply, user feedback, second-hand recycling, and customized solutions [4][5] Group 3 - The construction of a sales closed loop is crucial for enhancing user stickiness and lifetime value (LTV), building data barriers, controlling core industry chain segments, and establishing a foundation for standardization and scalability [5][6] - The closed loop involves integrated online and offline operations, including online lead generation, service appointments, and real-time data synchronization [5][6] Group 4 - The market value of the online and offline service model addresses industry pain points by lowering experience barriers, resolving service delays, and educating the market [6][7] - Data-driven iteration efficiency is achieved through user behavior data that informs product development and predictive maintenance [6][7] Group 5 - The future direction of the industry includes technological integration with embodied AI and brain-machine interfaces, innovative models like Robotics as a Service (RaaS), and the establishment of a comprehensive policy and ethical framework [6][7] - Sustainable development initiatives focus on robot recycling and remanufacturing, as well as material innovations to reduce electronic waste [6][7] Group 6 - The ecological closed loop is expected to become a watershed moment for the humanoid robot industry, transitioning from "single machine intelligence" to "system intelligence" and from "hardware sales" to "service continuity" [7] - Companies with comprehensive lead generation capabilities, offline service networks, and data closed loops are projected to capture over 70% of the market share in the next 3-5 years, while single product manufacturers may exit the mainstream market [7]