四足机器人(Go/A/B系列)

Search documents
新“新三样”领跑,接力中国资产重估
21世纪经济报道· 2025-09-23 06:19
Core Viewpoint - The article emphasizes the emergence of a new paradigm in China's economy, termed the "new new three samples," which includes robotics, artificial intelligence (AI), and innovative pharmaceuticals, as key drivers for high-quality economic development and a shift from traditional growth models to technology-led advancements [1][4][29]. Robotics Sector - The robotics sector has seen significant market capitalization growth, with companies like Huichuan Technology exceeding 200 billion yuan and several stocks doubling in price within the year [2][13]. - The market for industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally [30]. - Key challenges include reliance on imported high-end servo motors and precision components, which need to be addressed to enhance domestic capabilities [33]. Artificial Intelligence Sector - The AI sector is characterized by a large number of high-value companies, with six firms exceeding a market cap of 100 billion yuan, including Cambricon and Hikvision [19]. - The demand for AI capabilities has surged, particularly in large model applications, leading to significant revenue growth for companies like Industrial Fulian and Cambricon, with year-on-year increases of 35.58% and 4347.82%, respectively [20]. - The sector is supported by national policies aimed at integrating AI into various industries, with a comprehensive action plan released to enhance AI's role in economic development [22]. Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector is represented by major players like Heng Rui Medicine, which is nearing a market cap of 500 billion yuan, and BeiGene, which recently achieved profitability [24][28]. - Recent policy measures have been introduced to support the development of innovative drugs, including streamlined approval processes and enhanced reimbursement mechanisms [27]. - The sector is witnessing a shift from loss-making to profitability, with companies like BeiGene demonstrating the commercial viability of innovative drug models [28]. Strategic Importance - The "new new three samples" signify a transition from scale-driven manufacturing to technology-driven innovation, crucial for enhancing China's global competitiveness and economic resilience [7][9][31]. - The collaboration among robotics, AI, and innovative pharmaceuticals creates a synergistic effect that strengthens overall productivity and fosters new business models [8][31]. - Addressing the "bottleneck" issues in these sectors is essential for sustaining growth and achieving leadership in global technology competition [32][33]. Policy Recommendations - To enhance competitiveness, policies should focus on data openness, regulatory reforms, and infrastructure development to support AI and innovative pharmaceuticals [35][38]. - Establishing a robust talent pipeline and fostering interdisciplinary education will be critical for sustaining innovation in these sectors [37][38]. - Encouraging public-private partnerships and international collaboration will further strengthen China's position in the global market [39].
新“新三样”领跑,接力中国资产重估
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 03:33
21世纪经济报道 记者 崔文静 实习生 张长荣 北京报道当我们还在谈论"新三样"(新能源汽车、锂电 池、光伏产品)重塑中国出口格局之时,一场更深层次的产业变革已悄然启幕。 机器人精准执行、人工智能深度学习、创新药攻克顽疾——这三股力量正汇聚成中国经济高质量发展的 新动能,接过增长"接力棒",形成引领未来的新"新三样"矩阵。 为什么是机器人、人工智能与创新药? 这与当前国际科技竞争与中国经济转型的大背景紧密相关。全球百年变局加速演进,科技已成为大国竞 争的主战场;而在国内,经济增长逻辑正从传统要素驱动全面转向新质生产力驱动,迫切需要新的战略 性产业支撑。人工智能等技术突破,也为中国产业升级带来历史性机遇。 新"新三样"不仅是中国制造从"规模领先"走向"技术引领"的标志,更是以创新驱动突破传统增长瓶颈的 关键路径。它们分别代表智能制造的根基、千行百业的"智慧大脑"和生命科学的价值高地,共同构建出 技术密集、高附加值的新经济柱石。 政策层面,国家发布《"人工智能+"行动意见》,明确产业战略地位。 从市场表现看,这三大赛道已获资本高度认可。 机器人领域,汇川技术(300124.SZ)市值超2000亿元,北交所多家机器 ...