大叶股份（300879.SZ）10月10日在投资者互动平台表示，回复：尊敬的投资者，您好！公司暂未与上 述公司合作。公司将密切关注行业前沿领域创新动态，积极与行业内的优秀企业沟通交流，探索潜在技 术与业务合作机会，业务合作情况敬请关注公司披露信息。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：请问公司有没有涉及特斯拉机器人和宇树机器人的配 件生产？ ...

应、抗干扰能力，以及"练功夫"的稳定、精准模仿能力越来越强，运动形态越来越像人类了。 宇树机器人，应付踢打的动态响 0:00 ...

节日期间，各大商圈和特色街区不再满足于传统的促销打折，而是通过场景重塑、业态融合和文化赋能，将流量转化为留量，点燃城市消费热情。吾悦广 场展出超大型精仿战斗机模型，设置最美中国红美陈展，通过氛围打造，营造国庆节日氛围，增强市民参与感和节日归属感。开元商城举办首届宝鸡时装 周，国民彩妆品牌毛戈平国庆巡展，宇树机器人到店巡游、演出。陈仓老街举办"周风雅韵·礼行华夏·老街国庆奇妙游""太阳市体彩欢度国庆演出"系列活 动，累计接待游客26.3万人次，实现营业收入1032万。宏运悦生活银泰店节前开业运营，人气足、活力旺，10月1日当天销售额突破100万元。 全域联动、跨界引流，商旅文体深度融合 保供稳价、保障安全，消费环境舒心放心 "国庆"期间，全市52户重点监测企业实现销售额8082.96万元，同比增长8.62%。其中，32家零售企业实现销售额6506.4万元，同比增长8.06%；20家餐饮 企业实现销售额1576.56万元，同比增长10.98%。全市消费市场运行平稳，重要生活必需品货源充足、供应有序，商贸领域安全稳定，总体呈现"活动多、 人气旺、销售增、秩序好"的繁荣景象。 市县联动、部门配合，精心组织谋划70场" ...

【导读】国庆档新片《刺杀小说家2》获宇树科技机器人拍摄支持 中国基金报记者 晨曦 宇树科技的"技术跨界"，持续扩容。 国庆假期，中国基金报记者在观看新片《刺杀小说家2》时注意到，片尾字幕显示，该片获得宇树科技的机器人拍摄支持，且鸣谢单位中也 出现了"杭州宇树科技股份有限公司"的名字。 颇为有趣的是，电影《刺杀小说家2》于9月29日在北京举行"跨次元集结"首映礼。在互动环节，头戴红色假发的宇树科技机器人以"赛博 赤发鬼"的身份登台，在现场不仅展示了一段舞蹈才艺，更是直接向导演毛遂自荐想要出演《刺杀小说家3》。 图片来源：中国基金报记者晨曦 拍摄 此前，宇树机器人因2025年春晚舞台上的转手绢表演圈粉无数，成为全民热议的"科技明星"。而在今年9月举行的北京文化论坛上，宇树 科技创始人王兴兴展望了机器人技术与影视拍摄深度融合的未来图景。 王兴兴表示，预计到明年，机器人基本可以尝试参与电影特技表演，做一些特技演员的动作，同时也能应用于舞台表演等相关领域。"未来 五到十年可能会颠覆大家很多认知，期待跟影视界人士有更多的合作。" 今年3月，G1首次公开表演太极拳、格斗扫腿等动作，通过高精度关节控制实现与人类相似的动作流畅 ...

粤开证券首席经济学家、研究院院长罗志恒认为，全球资本重新布局以及中国科技创新突破的新叙 事引发了牛市行情，因此本轮牛市也可称之为"科技重估牛"。 资金跑步入场 科技股仍是首选 近一年来，A股市场成交量呈现"量级跃升"，各路资金跑步入场，市场上升潜力如何？未来投资者 将聚焦哪些板块？ 广州日报讯 （全媒体记者 赵冬芹）"924"行情启动一年以来，A股市场交出了一份亮眼的答卷：上 证指数站稳3800点、创业板指点位翻倍、A股总市值突破100万亿元大关、超1400只个股实现翻倍…… 这一年，政策端与市场端全面协同共振，以科创企业为代表的优质企业"崛起"引发市场生态重塑。 9月25日，宁德时代盘中股价突破400元关口，总市值首次站上1.8万亿元，超越贵州茅台，成交额 超100亿元；回望8月底，寒武纪股价晋升"千元俱乐部"，与贵州茅台打响"股王之争"。 中金公司表示，今年春节后，DeepSeek和宇树机器人等技术标杆表现亮眼，带动机器人、半导 体、软件、云计算等高景气赛道快速崛起。市场交易逻辑逐渐从政策驱动转向产业趋势。科技成长无疑 是这一轮行情中最强劲的主线。 Wind数据显示，近一年，A股有1435只股票涨幅在10 ...

Economic Outlook - The biggest uncertainty facing China's economy this year is the extreme pressure from external tariffs, but the first half of the year showed three positive aspects: actual GDP growth of 5.3%, new achievements in technology and consumption, and proactive government measures to mitigate potential shocks [2] - The growth in the first half was primarily driven by resilient external demand, contributing an additional 1 percentage point to GDP growth, while consumption and investment saw declines of 0.3 and 0.4 percentage points respectively [3] - The second half of the year will depend on whether domestic demand can effectively take over, as investment, consumption, and external demand all showed signs of slowing down in August [4] Consumer Behavior and Debt Levels - The decline in household leverage is attributed to multiple factors, including structural changes in consumption behavior due to the pandemic, uncertainties in Sino-US trade relations, and fluctuations in asset prices affecting borrowing demand [5] - The ongoing deleveraging process among households poses challenges for traditional methods of stimulating consumption through increased leverage [5] Policy Recommendations - There is a need for stronger coordination between fiscal and monetary policies, focusing on enhancing the effectiveness of policies aimed at boosting consumption and investment [7] - Continuous monitoring of domestic and international economic conditions is essential to ensure timely policy responses, avoiding delays that could exacerbate economic downturns [7] - Policies should be carefully evaluated for consistency, especially those that may restrict consumption, to avoid counterproductive effects on economic stimulus [8] Currency Exchange Rate Dynamics - The RMB has shown resilience against the USD despite external pressures, with a cumulative appreciation of about 1% as of September 19, 2025, attributed to a combination of internal and external factors [10] - The RMB's exchange rate is influenced by various factors, including the depreciation of the USD and improvements in China's economic fundamentals, suggesting that the RMB is not significantly overvalued [11][12] - The ongoing trade surplus indicates upward pressure on the RMB, while domestic economic conditions suggest that it may be slightly overvalued relative to internal equilibrium levels [12] Market Sentiment and Future Outlook - Despite a net outflow of RMB in cross-border transactions, the overall market does not indicate significant concerns regarding the RMB's valuation [13] - Factors that could positively influence the RMB include potential interest rate cuts by the Federal Reserve and progress in Sino-US trade negotiations [14] - However, uncertainties remain regarding the pace of Fed rate cuts, future trade negotiations, and the impact of domestic economic conditions on consumer demand [14][16]

宇树机器人 0:00 被人推倒后竟然起不来…结果…#人工智能机器人# ...

Core Viewpoint - Top Group's stock price has reached a historical high, with a market capitalization of approximately 130 billion yuan, reflecting a cumulative increase of about 15 times over six years and a year-to-date increase of over 50% [1][8]. Company Background - Top Group was founded by Wu Jianshu in 1983, starting as an automotive parts factory and evolving into an integrated supplier in the NVH (Noise, Vibration, Harshness) industry [3][5]. - The company entered the new energy vehicle sector in 2016 and has recently capitalized on the humanoid robot trend [3][8]. Business Development - In 2014, Wu Jianshu consolidated five business segments into Top Group, establishing a comprehensive NVH system and becoming one of the few domestic suppliers with synchronous R&D capabilities [6]. - The company went public in 2015, and Wu Jianshu's son, Wu Haonian, took on leadership roles in 2023, focusing on the robotics business [6][10]. Financial Performance - The stock price surged from 4.6 yuan to 74.71 yuan over six years, with a significant increase in revenue and net profit following partnerships with major automotive brands like Tesla [8][9]. - In 2020, the company reported a 76.05% increase in revenue and a 61.93% increase in net profit, driven by its involvement in Tesla's supply chain [9]. Robotics Sector - Top Group is positioned as a supplier for humanoid robots, with components like actuators being crucial for robot movement, representing over 50% of the total cost of a humanoid robot [9][10]. - The company has begun investing heavily in robotics, with plans to build a production base for core components, indicating a strategic shift towards this high-growth sector [10]. Market Trends - The humanoid robotics sector is experiencing significant growth, with a notable increase in stock prices for related companies, reflecting a broader market interest in this technology [12][14]. - Major companies, including Tesla and OpenAI, are increasing their investments in humanoid robotics, suggesting a strong future demand for these technologies [12][13].

中新社记者 陈冠言 摄 9月17日，正在广西南宁举行的第22届中国—东盟博览会现场，展出的不少先进 科技产品成为焦点。今年人工智能（AI）首次赋能东博会筹备全过程，其中中国展区AI或AI赋能展品 占比超过50%，包含一批高精尖产品以及契合东盟国家市场需求的产品，AI既是本届东博会主题，也是 最大亮点。图为机器人"咖啡师"为参会者制作花式咖啡。 来源：中国新闻网 中新社记者 陈冠言 摄 9月17日，正在广西南宁举行的第22届中国—东盟博览会现场，展出的不少先进 科技产品成为焦点。图为参会者佩戴增强现实（AR）眼镜领略广西崇左风光。 中新社记者 陈冠言 摄 9月17日，正在广西南宁举行的第22届中国—东盟博览会现场，展出的不少先进 科技产品成为场上的焦点。图为工作人员演奏"空气架子鼓"吸引不少参观者。 中新社记者 陈冠言 摄 9月17日，正在广西南宁举行的第22届中国—东盟博览会现场，展出的不少先进 科技产品成为场上的焦点。图为尼日利亚网络达人博密与宇树机器人进行"拳击比赛"吸引不少参观者。 中新社记者 陈冠言 摄 9月17日，正在广西南宁举行的第22届中国—东盟博览会现场，展出的不少先进 科技产品成为场上的焦点 ...

Core Insights - The A-share market experienced a slight increase, with stable market sentiment as expectations for a Federal Reserve interest rate cut approach, leading to significant gains in the technology sector [2][5][8] - The Shanghai Composite Index rose by 0.37%, the Shenzhen Component Index increased by 1.16%, and the ChiNext Index surged by 1.95%, with a total market turnover of 2.40 trillion yuan and 2,504 stocks rising [2][8] Market Performance - The A-share market saw gains across major indices, with the Shanghai Composite Index up 0.37%, Shenzhen Component Index up 1.16%, and ChiNext Index up 1.95% [8] - The market turnover reached 2.40 trillion yuan, with 2,504 stocks experiencing an increase [8][21] Sector Performance - In the A-share market on September 17, 2025, sectors such as Power and New Energy Equipment (+2.73%), Automotive (+2.02%), Home Appliances (+1.62%), and Coal (+1.61%) saw notable increases, while sectors like Agricultural Products (-1.00%), Social Services (-0.89%), and Commercial Trade (-0.74%) faced declines [8] - Concept stocks such as Stock Trading Software (+4.73%), Lithography Machines (+4.24%), and Robotics (+3.09%) led the gains, while sectors like Gold and Jewelry, Aquaculture, and Prepared Dishes lagged [8] Market Drivers - The slight increase in the A-share market is attributed to stable market sentiment and the approaching possibility of a Federal Reserve interest rate cut, which may attract foreign capital to the A-share market [8] - The robotics sector remained active due to advancements related to Tesla's humanoid robot, while the automotive sector benefited from rising automotive parts [8] Future Outlook - The report maintains a bullish outlook on the Chinese stock market, emphasizing the importance of "liquidity" in 2025, with expectations for a bull market based on historical precedents from 1999, 2014, and 2019 [8] - Short-term focus areas include sectors with recent revenue growth and improving gross margins, such as fiberglass, cement, and medical services, as well as technology growth sectors like lithium batteries and military industry [8] Long-term Perspective - In the technology growth sector, continued optimism is noted for AI computing, innovative pharmaceuticals in Hong Kong, and military industries, with increased attention on relatively low-positioned AI applications and deep-sea technology [8] - In sectors benefiting from improved supply-demand dynamics, focus is on metals, transportation, chemicals, lithium batteries, photovoltaics, and pig farming [8]