每经记者｜杨欢 每经编辑｜杨欢 山东省政府新闻办7月10日召开发布会，解读省工业和信息化厅等25部门近日联合印发的《山东省机器人产业高质量发展行动计划（2025—2027）》（以下 简称《行动计划》）。《行动计划》推出18条措施，形成对机器人产业发展全维度、全周期的支持体系，加快打造全国机器人研发制造增长极和应用新高 地。 根据赛迪顾问此前发布的《"十五五"重点产业落地工具册——机器人》报告，从产业规模、创新资源、企业集聚、生态活力、政策保障等维度综合分析，山 东省被列为中国机器人产业的第二梯队。换句话说，作为经济第三大省的山东，还有更大的空间可以拓展。 早在2024年，山东就已印发《山东省促进人形机器人产业创新发展实施方案（2024—2027年）》，彼时提出要构建济南、青岛两翼齐飞，其他市多点支撑的 发展格局。而眼下，山东的机器人产业的区域布局有了新的变化——要推动资源和创新要素集聚，打造四大机器人产业发展高地。 这里的"四大高地"指向济南、青岛、淄博、济宁。济南要打造国内领先的机器人测试验证平台，推动人形机器人产业布局，加快机器人整机及零部件产业协 同发展；青岛要一体化推进工业、家庭服务、海洋、康养等领域 ...

"3号炉吸收塔浆液循环泵D减速机温度高，需立即处理！""环境温度高，冷油器通流换热量小，已加装轴流风机进行降温，待更换大 的冷油器！"运行值班员将红外测温数据和设备异常情况同步发送至工作群，检修人员立即回应。 炎炎夏日，持续高温考验着机组的安全稳定运行能力。金山热电公司运行部及时下发《迎峰度夏安全措施》，要求每班对配电室、 电子间、转机轴承等关键部位全面测温，并建立"测温-通报-处置"闭环机制。 近期，高温天气持续"霸屏"，夏季安全生产的严峻"烤"验如期而至。集团公司所属能源生产单位科学研判、周密部署，实施了一系 列"凉"方"凉"策，多管齐下为机组设备"消暑降温"，确保设备安全度夏。 161 SSEE CALL POSTED FEE CONTRINCT FREED ta "环境温度35℃，立即投入间冷喷淋！"主控室内，运行人员紧盯环境温度与机组运行背压曲线，动态调整喷淋方式，细密的水雾在 散热翅片间弥漫着，高效带走了多余热量。今年，该公司为间冷塔扇区加装了喷淋管，据统计，其投运一小时，环境温度上升2.6℃，背 压下降1.5Kpa，扇区回水温度下降了1.8℃。 电子间里，巡检人员正在检查空调系统运行情况，确保室 ...

本届机器人展共有100多家中国机器人企业参与，在国际舞台上展示中国智造最新进展。南京埃斯顿公 司此次租用了数百平米展台，展出全系列工业机器人、协作机器人、人形机器人、ERI实时控制方案以 及前沿的数字化技术和安全工作站。据该公司总裁助理赵晓东介绍，目前埃斯顿机器人在中国市场占 10%份额，同时不断拓展海外业务，欧洲总部落户瑞士，业务覆盖德、意、西等国，海外营收占比达三 分之一。近年来公司不断加大研发投入，产品核心部件75%至80%靠自主研发，"我们的技术从跟随到 超越，正不断赶超国际先进水平。" 人民网慕尼黑7月1日电(记者刘仲华)2025慕尼黑国际机器人及自动化博览会日前在德国慕尼黑展览中心 举行。该展会每两年举办一届，是全球机器人及自动化解决方案的行业盛会，从单个组件到完整系统， 从具体应用到相关服务，呈现了整个自动化产业链。本届展会共有来自40个国家的约900家参展商。巴 伐利亚州经济事务部长艾旺格在参观展览时表示，"机器人技术和自动化将彻底改变我们的生产流程。 尤其是人工智能的整合，将开启一系列全新的可能性。" 代理宇树机器人的德国四足机器人公司在展会现场展示了宇树人形机器人、机器狗等产品。该公司财务 ...

Group 1 - Yushu Technology, founded in 2016, has approximately 1,000 employees and reported annual revenue exceeding 1 billion yuan [1] - The company is actively pursuing commercial applications for humanoid robots, but has not yet reached the commercial application timeline [1] - Shandong Province aims to establish four major robot industry development hubs by 2027, targeting a manufacturing scale exceeding 50 billion yuan and nurturing at least three leading enterprises with output over 2 billion yuan [1][2] Group 2 - Shandong has seen the emergence of notable products, including the top-selling parallel robots from Yifei and the leading domestic precision planetary gear reducers from Niusidate [2] - The province's robot industry is projected to achieve over 26 billion yuan in revenue by the end of 2024, with significant contributions from local companies [2] - A new initiative in March 2023 introduced a "humanoid robot" specialization to enhance technological breakthroughs in perception and motion control [2][3] Group 3 - Qingdao is one of the four key robot industry clusters in Shandong, focusing on a comprehensive approach to strengthen the robot industry [3] - Shandong's early investment in the robot industry, dating back to 2010, has laid a solid foundation for its current development [3] - The humanoid robot industry in Shandong is expected to reach 410 million yuan in 2024, reflecting a year-on-year growth of 36.7% [3] Group 4 - The recently issued "Action Plan" emphasizes enhancing financial support for robot companies, including technology upgrades and digital transformation [4] - The plan encourages the development of early-stage investment, such as angel and venture capital, to support innovative robot enterprises [4] - Financial institutions are urged to innovate their product offerings to provide increased credit support through methods like intellectual property and equity pledges [4]

中国致力于推动经济高质量发展，绿色化、数字化、智能化转型加快推进，为外资企业提供了广阔空 间。敦豪全球货运正探索在上海建立电动汽车卓越中心，形成电动汽车行业完整生态系统的枢纽。敦豪 全球货运大中华区首席执行官艾若馨表示，中国是制造业强国，完善的基础设施连接起铁路、公路、港 口、机场，形成了智能交通网络，实现快速便捷物流，发展出新贸易关系。敦豪全球货运看到了广阔市 场，正在促进业务多样化，形成新贸易渠道。 从最初的一间工厂扩展到现在具有两大制造基地、10个装配中心的生产集群，赛威传动正转型升级为减 速机、电机、伺服控制设备系统供应商。赛威传动（中国）投资有限公司执行董事长张胜利说："我们 位于天津经开区的智能装配中心已经满负荷运转。我们还在粤港澳大湾区投资5亿美元建设华南制造基 地，目前占地20万平方米的建筑厂房正在封顶，将成为赛威传动在中国的出口基地，预计年底将进行试 生产。华南制造基地主要做增量，目标是海外市场。" 6月24日，在天津举办的"投资中国·2025天津夏季达沃斯跨国企业领袖交流会"上，300多位中外企业家 在2个小时内自由交流洽谈，并同步进行了10多场洽谈、6场商务会见。各国商业代表和企业家们深 ...

国家统计局近期的一组数据令人振奋：工业机器人一季度产量达 14.8 万台，同比暴涨 26% ！这不仅是数字 的跃升，更是机器人全面渗透汽车、电子、金属加工等领域的信号。 更关键的是， 2024 年国产机器人厂商份额首次突破 50% （ MIR DATABANK 数据） ，反超外资，标志 着中国从"跟跑者"正式跻身"并跑者"。 然而回溯十年前，国产机器人却因一颗 "关节"受制于人： RV 减速机。 这种安装在机器人手臂关节的核心 传动部件，直接决定整机精度、寿命与刚性。 当时国产中大负载 RV 减速机 90% 依赖日本巨头， 其成本占 单台机器人总成本 比例超 30% ，如同扼住产业咽喉的"隐形之手"。 如今，那个曾被日本垄断市场的 RV 减速机，正成为中国制造高质量发展和突围的关键注脚。 2025 年第一 季度 14.8 万台的机器人产量背后，是一场持续十年的我国关节自主化革命。 ▍ 政策引领：吹响核心部件国产化号角 在工业机器人的 " 身体 " 里， RV 减速机就像人类的膝盖，承载着 70% 以上的运动负荷，却长期被日本纳 博特斯克等企业筑起技术高墙。 2015 年前后，一台国产中大负载机器人的 RV 减 ...

Core Viewpoint - Wuzhou Xinchun (603667.SH) plans to raise up to 1 billion yuan through a private placement to invest in embodied intelligent robots and core components for automotive intelligence driving [1][2] Group 1: Fundraising and Investment Plans - The company announced a private placement on June 16, aiming to raise no more than 1 billion yuan for projects related to embodied intelligent robots and automotive core component R&D [2] - The total investment for the project is estimated at 1.055 billion yuan, with a construction period of three years, and it aims to produce various components including 980,000 planetary roller screws and 400,000 brake parking system screws annually [2][4] Group 2: Strategic Partnerships and Market Position - Prior to the announcement, the chairman visited a humanoid robot company in Sichuan, exploring potential business and even equity cooperation, although no binding agreements were reached [2][3] - Wuzhou Xinchun focuses on components like screws and bearings for humanoid robots, while the Sichuan company specializes in harmonic reducers and humanoid robot mainframes, indicating a complementary relationship [3][4] Group 3: Market Dynamics and Competitive Landscape - The high-end screw and bearing market in China is dominated by foreign companies, which hold over 90% of the market share, indicating a significant demand gap as domestic companies seek faster and more diverse product offerings [4] - Wuzhou Xinchun has emerged as a leading stock in the robotics sector, with its share price increasing over 120% from January 7 to February 26 this year [4] Group 4: Disclosure Issues and Investor Concerns - The company faced criticism in February for issues related to the disclosure of humanoid robot products, with investors expressing concerns over the sales progress of key components [5] - Despite claims of having production capabilities for screw products, the actual revenue from these products was only about 6.8 million yuan in 2024, representing a negligible impact on overall revenue [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 浙江夏厦精密制造股份有限公司（以下简称"公司"）第二届董事会薪酬与考核委员会依据《中华人民共 和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司股权激励管理办法》（以下简称"《管理办法》"）等相关法律法规、规范性文件和《公司章 程》的有关规定，对公司《2025年限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"或"本激励计划"）及其相关事项进行了核查，发表核查意见如下： 一、关于公司《2025年限制性股票激励计划（草案）》及其摘要的核查意见 1、公司不存在《管理办法》等法律法规规定的禁止实施股权激励计划的下列情形，公司具备实施股权 激励计划的主体资格： （1）最近一个会计年度财务会计报告被注册会计师出具否定意见或者无法表示意见的审计报告； （2）最近一个会计年度财务报告内部控制被注册会计师出具否定意见或无法表示意见的审计报告； 1、公司2025年限制性股票激励计划首次授予部分激励对象均为公司（含下属子公司，下同）正式在职 员工，其中无独立董事、监事、单独或合计持有公司5%以上股份的股东或实际控 ...

Group 1 - The company has decided to repurchase and cancel a total of 2,455,950 shares of restricted stock due to the failure to meet performance assessment indicators and the departure of 7 incentive recipients [2] - After the repurchase and cancellation, the total number of shares of the company will be adjusted to 656,632,480 shares [2] - The company held its third board meeting and supervisory board meeting on April 25, 2025, where the resolution for the repurchase was approved [1] Group 2 - Creditors are notified that they have 30 days from receiving the notice, or 45 days from the announcement date, to claim their debts or request guarantees [2] - The company assures that the validity of creditors' rights will not be affected if they do not act within the specified period, and the company will continue to fulfill its obligations according to the original debt documents [2] - Required materials for creditors to declare their claims include contracts, agreements, and other proof of the debt relationship, along with identification documents [3]

Core Viewpoint - The legal opinion letter from Grandall Law Firm confirms that the 2024 annual shareholders' meeting of Jiangsu Guomao Reducer Co., Ltd. was conducted in compliance with relevant laws and regulations, and the resolutions passed during the meeting are deemed legal and valid [2][12]. Group 1: Meeting Procedures - The shareholders' meeting was convened and held in accordance with the Company Law, Shareholders' Meeting Rules, and the company's articles of association [6][12]. - The meeting was conducted both in-person and via online voting, with specific timeframes for participation outlined [4][5]. Group 2: Attendance and Qualifications - A total of 14 shareholders and their proxies attended the meeting in person, holding 440,145,862 voting shares, which represents 66.7810% of the total voting shares [6]. - During the online voting period, 349 shareholders participated, holding 14,550,839 voting shares, accounting for 2.2077% of the total voting shares [6]. Group 3: Voting Procedures and Results - The voting process involved a named ballot for each proposal, with results verified by representatives and the law firm [7]. - The resolutions passed during the meeting received overwhelming support, with approval rates exceeding 99.9% for most proposals [8][10][11].