资料显示，傲鲨智能作为中国消费级外骨骼领域的领军企业，其产品线丰富多样，涵盖上肢、腰部、下 肢及全身外骨骼。此次与荣泰健康的合作，将进一步推动其外骨骼技术向大众健康场景的普及，加速消 费级市场的成熟与发展。荣泰健康则深耕健康产业28年，产品远销全球80多个国家和地区，目前累计销 售按摩椅已超过300万台。此次跨界合作彰显了布局"大健康生态"的坚定决心。 傲鲨智能创始人、董事长徐振华表示："外骨骼技术正从工业领域向大众消费市场加速渗透。荣泰健康 在健康产业的深厚积淀与傲鲨的科技基因结合，将催生更具突破性的产品，助力消费者突破身体局限， 体验更自由的生活方式。" 荣泰健康董秘张波表示，荣泰健康不仅资本助力傲鲨智能，还将整合自身在健康产品制造和市场渠道方 面的优势资源，与傲鲨智能在售后服务、生产制造等多个维度展开全方位协作，未来双方计划在科技健 康、行业应用及技术研发三大核心领域建立深度合作，实现优势互补与协同发展。 本报讯(记者张文湘)8月26日，上海荣泰健康（603579）科技股份有限公司(以下简称"荣泰健康")宣布， 与上海傲鲨智能科技有限公司(以下简称"傲鲨智能")举行战略合作签约仪式，标志着双方正式开启健 ...

本报记者 邬霁霞 见习记者 王楠 赴港上市也是此次业绩说明会上投资者关注的焦点之一。近期，卧龙电驱发布公告称，公司已于2025年 8月13日向香港联交所递交H股发行并在主板上市的申请，并于同日在香港联交所网站刊登了本次发行 并上市的申请材料。 卧龙电驱独立董事邓春华向《证券日报》记者表示："卧龙电驱目前海外业务占比超过40%，中国香港 这个国际化的平台能够帮助公司深化全球化战略布局，提高国际形象以及综合竞争力。" 此外，在机器人领域，卧龙电驱依托电驱动系统研发与制造优势，提供关节模组、灵巧手及外骨骼等高 精度、高响应、高能效产品，并与智元机器人、中科新松、联想科技等头部企业合作。 卧龙电驱董事长庞欣元表示："在工业领域具身智能应用方面，我们凭借领先的工业自动化能力，开发 具有自主知识产权的工业具身智能垂域模型，与生态圈伙伴合作，在全球范围内继续推动工业具身智能 机器人的商业化，提高制造行业的数智化和柔性。" 8月22日，卧龙电气驱动集团股份有限公司（以下简称"卧龙电驱"）举办2025年半年度业绩说明会，公 司高管围绕产品结构优化、全球化战略、赴港上市及机器人业务等投资者关注的话题进行回应。 从业绩表现来看，卧 ...

Group 1 - The core viewpoint is that Zhejiang's tech innovation is a significant driver of economic growth, with products from companies like the "Six Little Dragons" gaining global attention in the first half of 2025 [1][7]. - The "Tech New Specialty" market in Hangzhou showcases innovative products such as robots and flying cameras, highlighting the rapid development of AI, smart hardware, and health tech industries [3][7]. - Zhejiang's export growth contribution rate reached 19.8%, the highest in the country, with high-end equipment exports amounting to 67.51 billion yuan, reflecting a 19.9% increase [4][6]. Group 2 - The first batch of "Tech New Specialty" products is characterized by their distinctiveness and covers rapidly growing sectors in Hangzhou [7]. - The average growth rate of the national smart robot industry is projected to reach between 50% and 100% in the first half of 2025, with companies expanding into overseas markets [7]. - The flying camera, a popular product among outdoor enthusiasts, has achieved a monthly sales growth of 10%, with June sales surpassing 100 million yuan [12][13]. Group 3 - The founder of Zero Zero Technology emphasizes the importance of innovation, stating that the company has developed nearly 200 patents for their flying camera, which has become a favorite among outdoor sports enthusiasts [13][19]. - The company is currently developing a revolutionary new product, a mini drone with two rotors, which is unique in the global market [16]. - The mission of the new generation of entrepreneurs is to shift the perception of Chinese products from cost-effectiveness to innovation and creativity [19].

Core Insights - The introduction of robotic technology in the power supply sector has significantly improved operational efficiency, with a 50% reduction in task completion time for high-altitude maintenance work [1] Group 1: Technological Advancements - The use of exoskeletons, drones, and robotic arms has enabled workers to perform tasks that were previously labor-intensive, such as replacing vibration dampers on power towers [1] - The integration of a "smart operation and maintenance system" has been successfully implemented in the Hangzhou power grid, showcasing the potential for further applications in more complex high-altitude tasks [1] Group 2: Future Applications - The technology is expected to expand into more intricate operations, such as ground wire repairs and insulator replacements, enhancing the safety and stability of the power grid during critical periods like peak summer demand [1]

Core Viewpoint - The article discusses the significance of remote operation (遥操作) in the context of embodied intelligence, emphasizing its historical roots and contemporary relevance in robotics and data collection [3][15][17]. Group 1: Understanding Remote Operation - Remote operation is not a new concept; it has been around for decades, primarily in military and aerospace applications [8][10]. - Examples of remote operation include surgical robots and remote-controlled excavators, showcasing its practical applications [8][10]. - The ideal remote operation involves spatial separation, allowing operators to control robots from a distance, thus creating value through this separation [10][15]. Group 2: Remote Operation Experience - Various types of remote operation experiences were shared, with a focus on the comfort level of different methods [19][20]. - The most comfortable method identified is pure visual inverse kinematics (IK), which allows for greater freedom of movement compared to rigid control systems [30][28]. Group 3: Future of Remote Operation - The discussion includes visions for future remote operation systems, highlighting the need for a complete control loop involving both human-to-machine and machine-to-human interactions [33][34]. - The potential for pure virtual and pure physical solutions was explored, suggesting that future systems may integrate both approaches for optimal user experience [37][39]. Group 4: Data Collection and Its Importance - Remote operation is crucial for data collection, which is essential for training robots to mimic human actions [55][64]. - The concept of "borrowing to repair the truth" was introduced, indicating that advancements in remote operation are driven by the need for better data collection in robotics [64][65]. Group 5: Implications for Robotics - The emergence of the "robot cockpit" concept indicates a trend towards more intuitive control systems for robots, integrating various functionalities into a cohesive interface [67][70]. - The challenges of controlling multiple joints in robots were discussed, emphasizing the need for innovative hardware and interaction designs to manage complex operations [68][70]. Group 6: Motion Capture and Its Challenges - Motion capture systems are essential for remote operation, but they face challenges such as precision and the need for complex setups [93][95]. - The discussion highlighted the importance of human adaptability in using motion capture systems, suggesting that users can adjust to various input methods effectively [80][81]. Group 7: ALOHA System Innovations - The ALOHA system represents a significant innovation in remote operation, focusing on minimal hardware configurations and end-to-end algorithm frameworks [102][104]. - This system has prompted the industry to rethink robot design and operational paradigms, indicating its potential long-term impact [103][104].

Core Viewpoint - The "Emergency Mission 2025" exercise aims to enhance emergency rescue capabilities in response to extreme disaster scenarios, focusing on various critical situations such as power outages, communication failures, and severe forest fires [1] Group 1: Emergency Rescue Exercises - The exercise was organized by the National Disaster Reduction and Relief Committee and the State Council's Work Safety Committee, targeting the challenges of emergency rescue in extreme disaster situations [1] - Four main topics were covered: emergency rescue for power outages, communication failures, severe forest fires in original forest areas, and large storage tank fire explosions [1] Group 2: Advanced Equipment and Tactics - A large-scale fire explosion rescue exercise showcased the use of high-tech equipment, including high-temperature robots and drones, with 19 national emergency rescue teams participating [2] - The exercise emphasized seven key subjects, including intelligent reconnaissance, rapid remote water supply, and various fire extinguishing techniques for chemical installations [2] - The use of unmanned, information-based, and intelligent equipment effectively addressed challenges in obtaining situational awareness and coordinating rescue efforts [2] Group 3: New Technologies and Materials - The exercise in Heilongjiang province highlighted the impact of extreme rainfall leading to landslides and communication disruptions, prompting a rapid emergency response [3] - Advanced technologies were utilized for disaster monitoring and decision-making, including satellite phones and drones for reconnaissance [3] - A comprehensive command network was established using integrated and modular equipment to ensure smooth communication during rescue operations [3] Group 4: Collaborative Efforts and Innovations - The China Energy Group and the National Fire Rescue Bureau collaborated to establish waterway rescue channels using unmanned boats and underwater robots [4] - New technologies and equipment were employed to ensure power supply in critical areas, demonstrating the effectiveness of innovative approaches in emergency response [4] - The exercise validated new equipment, technologies, and strategies, marking the initial formation of new rescue capabilities for extreme disaster scenarios [4]

Core Viewpoint - The article emphasizes the importance of patience in capital investment, suggesting that nurturing innovative enterprises can lead to significant long-term growth and stability in uncertain environments [1] Group 1 - The concept of being a "long-distance partner" in the development of sci-tech enterprises is highlighted, indicating a collaborative approach to investment [1] - The article presents a vision of future possibilities, including low-altitude flying vehicles, virtual digital humans, and exoskeletons, showcasing the potential of technological advancements [1] - It suggests that by upgrading traditional industries and fostering emerging sectors, stakeholders can capture key variables that shape the future industrial landscape [1]

Group 1 - The recent technology, retail, and cultural industry expos showcase the vibrant development and trends of various sectors in China, reflecting the strong vitality of the Chinese economy [1] - The integration of technology innovation and industry innovation is crucial for future development, as emphasized by the Chinese leadership, highlighting the importance of nurturing emerging industries and maintaining competitive advantages [2][3] - The emergence of new industries is driven by technological breakthroughs, with examples such as the rapid response capabilities of flywheel energy storage systems and advancements in rocket technology, indicating a trend of creating new industries from innovative technologies [3] Group 2 - The industrial ecosystem plays a vital role in innovation capacity and development potential, as seen in Hefei, which hosts a significant portion of China's quantum technology enterprises, demonstrating the importance of collaboration and resource flow in overcoming challenges [4] - The process of transforming technological achievements into large-scale industrial applications is long and fraught with risks, necessitating sustained support from government and financial institutions to nurture innovative enterprises [5] - The vision for future industries includes advancements in low-altitude flying vehicles and virtual digital interactions, emphasizing the need to balance traditional industry upgrades with the development of new industries to shape future market dynamics [5]

Core Viewpoint - The rapid integration of internet healthcare and artificial intelligence (AI) is driving significant interest and investment in AI healthcare stocks, particularly in the Hong Kong market, where related stocks have seen substantial price increases [1][2][3]. Group 1: Market Performance - The Hong Kong healthcare index has been rising, benefiting AI healthcare stocks, with notable price increases such as Health Road's stock rising by 5.57% and a total increase of 49.13% over three trading days since June 2 [1]. - Other companies like Meili Tianyuan Medical and CloudTop New Drug have also experienced significant stock price increases, with Meili Tianyuan's stock rising by 34.25% and CloudTop New Drug by 5.16% [1]. - The performance of AI healthcare stocks has positively impacted public fund products, attracting substantial institutional investment despite high valuations [1][2]. Group 2: Fund Strategies - Many pharmaceutical funds are shifting their top holdings from innovative drug stocks to AI healthcare companies, with examples including Silver Hua Fund's top three holdings now being AI healthcare firms [2]. - Even bond-focused public funds are showing interest in high-volatility AI healthcare stocks, indicating a broadening appeal across different fund types [2]. - The Hang Seng Medical ETF has seen a 34.69% increase since April 9, reflecting the growing interest in AI healthcare investments [2]. Group 3: Investment Opportunities - Investment opportunities in the AI healthcare sector are concentrated in three main areas: AI drug development, AI medical applications, and data production and application [3][4]. - AI technology is expected to enhance the efficiency of new drug development, with several AI-assisted drugs entering clinical validation stages [3]. - The integration of AI in traditional medical practices is anticipated to improve diagnostic efficiency and capabilities, while also reducing costs in drug development [4]. Group 4: Industry Trends - The AI healthcare sector is experiencing a clear trend towards commercialization, with significant orders in health management, clinical decision support, imaging diagnostics, and drug development [5]. - The Chinese government is promoting AI applications in the pharmaceutical industry, supporting the establishment of innovative platforms and pilot projects across the entire pharmaceutical value chain [4][5]. - Companies are actively recruiting talent with expertise in both medicine and AI to enhance their capabilities in clinical decision-making and drug development [5].

Core Insights - The exoskeleton technology is rapidly gaining popularity in mountain tourism, particularly during the May Day holiday, as it offers a "pain-free climbing" experience, attracting significant attention from tourists [1][2] - The exoskeleton market is transitioning from concept validation to commercialization, driven by unmet consumer demands and technological advancements [1][13] Market Potential - The global exoskeleton market is projected to grow from 107,000 units in 2025 to 301,000 units by 2028, with a compound annual growth rate (CAGR) exceeding 33% [4] - By 2030, the global exoskeleton market size is expected to reach $14.67 billion, with a CAGR of 42.2% [4] - The increasing demand for exoskeletons in various sectors indicates a market potential exceeding hundreds of billions, particularly with the aging population in China [4][6] Technological Innovations - The exoskeletons utilize advanced materials like carbon fiber and titanium alloys, significantly reducing weight while enhancing strength [7] - Multi-modal sensors, including electromyography (EMG) and pressure sensors, enable real-time monitoring of user movements, providing precise assistance [7] - Adaptive control algorithms allow for automatic adjustment of support strength based on user activity, enhancing the overall experience [7] Business Model - Exoskeletons lower the barriers to mountain climbing, making it accessible to a broader audience, including the elderly and those with limited physical capabilities [9] - The rental pricing of exoskeletons is competitive with cable cars, offering a superior experience and flexibility [9] - The introduction of exoskeletons in scenic areas enhances visitor satisfaction and can lead to increased revenue through extended visitor stays and additional spending [9][11] Industry Participation - Several listed companies are actively involved in the exoskeleton supply chain, contributing to its commercialization [11] - The demand for upstream materials and high-precision sensors is increasing, while collaborations between outdoor brands and technology firms are emerging [11] Future Outlook - Despite the promising market, challenges such as technological limitations and high costs remain [12] - The potential for exoskeletons to become commonplace in daily activities suggests a vast market for lifestyle enhancement products in the future [12][14]