（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司机器人零部件方面有哪些产品布局？ 振邦智能（003028.SZ）1月5日在投资者互动平台表示，公司在机器人零部件方面已布局智能控制器、 电池管理系统和电池包、外骨骼等核心零部件。上述业务处于早期阶段，相关产品收入和产能规模较 小，对公司整体业绩影响有限，请注意投资风险。 ...

完整早报音频，请点击标题下方小耳机收听 【罗永浩2025"科技春晚"回归】 12月30日，罗永浩阔别科技发布会舞台七年后，在上海西岸国际 会展中心举办 "十字路口之2025年度科技创新分享大会"，抖音、微博双平台直播在线人数超200 万；大会因舞台技术故障迟到48分钟，罗永浩现场鞠躬道歉并承诺撰写 "谢罪书"，同时宣布300- 1000元六档门票（2小时内售罄）全额退款，自掏腰包将166.87万元门票收入全数捐赠香港大埔宏 福苑援助基金。 大会未进行带货，集中展示10余款中国创新科技产品，包括外骨骼、无人机、3D打印机等软硬件。 发布细红线科技升级版J1 Assistant AI助理及多款AI效率工具，罗永浩现场演示，穿戴 极壳 HyperShell外骨攀爬12层楼，与豆包AI趣味互动， 大疆Neo2掌上无人机获 "年度最佳傻瓜化无人 机"，拓竹科技3D打印机蝉联全球桌面级销量三年第一，影视飓风创始人现场演示厘刻洗碗机。 罗永浩强调 "无创新不登台"，拒绝无创新产品入驻，呼吁行业回归理性与长期价值，计划打造 "加速 器 + 众筹社区" 生态扶持本土创新。（创业邦整理） 【消息称快手副总裁周国睿将离职，官方暂无 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2]. Core Insights - The company demonstrates resilient growth with impressive revenue and net profit performance. In the first three quarters of 2025, it achieved operating revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit attributable to shareholders of 2.843 billion yuan, up 19.91% [5]. - The company has established a comprehensive platform for vertical integration across various materials, including glass, metal, and ceramics, enhancing its collaboration with leading global consumer electronics and smart automotive brands [6]. - The company is expanding its product matrix in the smart automotive sector, focusing on multifunctional glass applications, which are increasingly integrated into vehicles [8]. - Emerging application scenarios such as humanoid robots and AI glasses are identified as strong growth engines, with significant breakthroughs in production capabilities [9]. - The company plans to strategically acquire PMG International Co., LTD to enhance its capabilities in AI computing hardware solutions, which will complement its existing manufacturing strengths [10]. Financial Performance Summary - For 2025, the company is projected to achieve revenues of 90.941 billion yuan, with net profits of 4.971 billion yuan, reflecting a growth rate of 37.17% [11]. - The company’s earnings per share (EPS) is expected to increase from 0.69 yuan in 2024 to 0.94 yuan in 2025, indicating a positive trend in profitability [11]. - The company maintains a healthy asset-liability ratio of 39.7%, with projections showing a gradual decrease to 35.3% by 2027 [14].

据国家消防救援局官网，江苏省消防救援总队已经在城市高楼火灾演练场景中，使用了无人机、机器狗 等无人化新装备。身穿外骨骼设备的消防队员带着机器狗穿过浓烟，进入楼内开展搜救。消防员佩戴的 智慧头盔，可实时测温和红外感应，判断火势蔓延方向、搜寻被困人员。同时还把楼内图像传输到指挥 中心，帮助指挥员实现可视化指挥决策。 据广东消防救援总队，东莞消防在今年5月的高层灭火救援演练中，就有使用无人机技术。无人机对火 场温度及态势变化进行实时监测，数据同步回传至前方指挥部和指挥中心，为动态调整救援方案提供科 学依据。而系留式无人机与举高车协同形成"高空水带矩阵"，突破了高空供水的瓶颈，展现出应对不同 火情多样化处置能力。 在香港大埔火灾救援善后工作中，外骨骼等设备已被实际应用并得到认可。香港警务处行动处处长吕锦 豪曾表示，由于香港大埔宏福苑火灾现场环境复杂，搜寻人员需穿戴完整装备在31楼之间反复行走搜寻 搬运，得益于内地提供的外骨骼装备、照明灯等专业设备，使得搜查人员减少了很多负重行走的压 力，"它有多种运动模式，帮助我们的同事上下楼；且设备非常灵活，使得我们可以在有杂物堆积的狭 窄空间内执行任务"。 近日，有外骨骼产品的企 ...

活动聚焦银发经济中的消费服务、数智赋能、人才培养等方面，汇聚产业相关的知名企业、科研机构、 大学院校，通过现场演绎、体验互动、经济观察等多种形式，集中展示了一系列老人适用的前沿科技与 应用场景，分享了提升服务增进老年人福祉的产业经验。例如，智能眼镜、养老机器人、外骨骼等科技 产品，展现了新兴产业为银发产业带来的发展机会；一年近2000列的银发旅游专列与一个小镇每年400 万人次银发旅居流量的案例，展现出银发经济蕴藏的巨大潜力。 12月8日，由中央广播电视总台财经节目中心主办的首届《CMG银发经济盛典》在京举办，围绕银发经 济产业，展示银发经济消费新场景，分享银发经济适老新科技，探讨银发经济人才新需求，描绘银发经 济发展新图景。 我国银发经济前景广阔，但部分企业对银发经济的认识还存在误区，将银发经济简单理解为养老服务。 本次活动从多角度、新视角，向市场展现出银发经济正从"养老事业"的民生范畴，升级为拥有完整产业 链和巨大商业价值的"新赛道"，对推动银发经济产业化发展具有重要意义。(经济日报记者潘卓然) 总台党组成员、副台长齐竹泉表示，举办本次活动旨在鼓励活力老年群体勇敢追求美好生活，同时也让 每个生产服务企业看 ...

Core Insights - Hangzhou Yifang Intelligent Technology Co., Ltd. has completed a Pre-A round financing, raising several tens of millions of RMB, with participation from investors including Hillhouse Capital, Matrix Partners, and Chuxin Capital [1][2]. Financing Details - The financing round took place on November 11, 2025, with the amount being several tens of millions of RMB [2]. - Chuxin Capital also participated in a seed round on October 8, 2024, although the amount for that round was not disclosed [2]. Company Overview - Yifang Innovation (Vastnaut) was established in Shenzhen in 2024, with a core team comprising experienced experts from the fields of smart hardware, algorithms, and supply chain [2]. - The company leverages its deep expertise in power systems, motor, and structural technology, utilizing self-developed AI bionic algorithms to enable exoskeletons to perceive user intentions and environmental changes in real-time [2]. - The exoskeletons are designed to provide precise and natural assistance, featuring industry-leading self-developed motor systems and new lightweight materials, enhancing both support strength and user comfort during movement [2].

Group 1 - The eighth China International Import Expo (CIIE) has concluded with numerous signing agreements across various sectors, showcasing China's dynamic open market [1] - In the agricultural products exhibition area, significant signing activities took place, with China being the second-largest market for New Zealand's red meat exports, projected to exceed 9.9 billion yuan in 2024 [3] - A participating company reported over 100 million yuan in signing amounts for beef, marking a 40% increase compared to the previous year, including a new partnership with Madagascar for sheep meat [5] Group 2 - The low-altitude economy sector saw substantial orders, with the M1 model series aircraft receiving 200 intent orders from domestic and international clients, totaling over 2 billion yuan [7] - A representative highlighted that the manufacturing and operational costs of these aircraft are about 10% of those of helicopters, positioning them as a promising mode of low-altitude transportation [9] Group 3 - During a specialized procurement signing ceremony, several subsidiaries of large state-owned enterprises signed 19 cooperation agreements with 16 companies from 13 countries, focusing on resource imports, material procurement, and technology introduction [11] - A participating company announced a total signing amount exceeding 38.6 billion yuan, setting a new record for the CIIE, and aims to expand cooperation and enhance collaboration levels globally [13]

Domestic News - In September, the total retail sales of consumer goods reached 41,971 billion yuan, with a year-on-year growth of 3.0%. Excluding automobiles, the retail sales amounted to 37,260 billion yuan, growing by 3.2% [4] - The China Academy of Information and Communications Technology released a technical roadmap for intelligent connected vehicles, emphasizing the need for enhanced communication capabilities, network coverage, and performance optimization [5] - Starting from November 1, 2025, Yunnan province will suspend applications for automobile scrapping and replacement subsidies [6] - The city of Hefei in Anhui province will also suspend its automobile scrapping subsidy policy from October 24, 2025 [7] - The domestic market for power battery recycling is expected to exceed 100 billion yuan by 2030, with a projected recovery volume of over 300,000 tons in 2024 [8] - Changan Automobile plans to launch a flying car product by 2030, aiming for commercial operation [9] - Chery Automobile anticipates that its revenue contribution from overseas markets will surpass that from domestic markets in the future, with plans to establish 26 overseas R&D centers [10] - XPeng Motors has officially launched its digital parts warehouse in the Middle East and Africa, enhancing its service ecosystem [11] Foreign News - BMW's plant in San Luis Potosi, Mexico, has produced its 500,000th vehicle, a significant milestone achieved in just six years since production began [12] - The Norwegian government plans to expand the tax range for electric vehicles, which will increase costs for models like the Tesla Model Y, as part of a strategy to phase out gasoline and diesel vehicles by 2025 [13] - Stellantis Group has signed a non-binding memorandum of understanding with Pony.ai to accelerate the development and deployment of autonomous vehicle solutions in Europe [14] - Lamborghini has submitted a patent for a new type of active aerodynamic wheel that balances aerodynamic advantages with effective cooling during braking [15] Commercial Vehicles - Former President Trump signed an executive order imposing a 25% tariff on imported medium and heavy trucks, effective November 1, 2025, citing national security concerns [16] - FAW Jiefang's R&D capability enhancement project has been completed, introducing new products aimed at boosting the quality of China's automotive industry [18] - Chery Commercial Vehicles showcased innovative technologies at the Chery Global Innovation Conference, highlighting advancements in electric, connected, and intelligent vehicles [20] - The LANDKING brand from Shandong Heavy Industry launched a new generation of technology products at a global partner conference, focusing on overseas market expansion [21]

Core Insights - The company is focusing on a "1+N+X" strategy to develop smart automotive robotics technology and business, collaborating with leading partners to advance humanoid robot technologies [1] - In the flying car sector, the company plans to launch a commercial flying car product by 2030 [1] - The company is also exploring new applications in unmanned commercial fields, including unmanned cleaning vehicles, agricultural machinery, and exoskeletons [1]

Core Insights - The National Bureau of Statistics indicates that the consumption during the National Day and Mid-Autumn Festival holiday is expected to expand and improve in quality, highlighting new consumption growth points in various sectors [1][32]. Group 1: New Consumption Growth Points - The introduction of exoskeleton devices for mountain climbing has become a popular service, particularly for older tourists who may find traditional hiking physically demanding. The rental price for these devices is 30 yuan per hour [4]. - Scenic spots like Taima Mountain have enhanced visitor experiences by adding features such as handrails and rail cars, significantly reducing the time and effort required for climbing [6]. - The use of delivery drones for food and emergency supplies at scenic locations has improved convenience for tourists, allowing for quick service to designated viewing platforms [8]. Group 2: Seasonal Experiences - The holiday period features unique seasonal activities, such as harvest experiences in Hebei and Fujian, where families can engage in creative activities like fruit picking and games [10][16]. - In Fujian, a harvest competition showcased teamwork and included fun activities, allowing participants to enjoy agricultural experiences [16]. Group 3: Cultural and Entertainment Activities - Nighttime light shows and performances, such as the "Flying Phoenix" at Tianmen Mountain, have become popular attractions, enhancing the cultural experience for visitors [17][19]. - Various regions are hosting unique cultural events, such as traditional performances and interactive experiences, to attract tourists and enhance their holiday experience [22][25]. Group 4: Policy Support and Consumer Behavior - The government has implemented policies to support consumer spending, including subsidies for upgrading appliances and vehicles, which have significantly increased foot traffic in retail stores [32][34]. - The integration of old-for-new replacement subsidies has led to a notable increase in sales of energy-efficient appliances, with some stores reporting over 80% of sales coming from high-efficiency products [34]. - The consumer market is witnessing a shift towards experience-driven and quality-focused spending, reflecting a broader economic transformation [44][46].