来源：中国新闻网 图为海外媒体拍摄弹奏音乐的机器人。中新社记者 杨华峰 摄 10月29日，"在长沙，感受活力中国——2025海外媒体星城探索之旅"采访团走进湖南超能机器人技术有 限公司，了解长沙机器人产业发展。该公司拥有30多款军民两用机器人，覆盖晨检、巡逻、排爆等多领 域，业务遍及法、德、沙特等多个国家和地区。图为海外媒体拍摄弹奏音乐的机器人。中新社记者 杨 华峰 摄 图为工作人员介绍安保机器人。中新社记者 杨华峰 摄 图为海外媒体拍摄会艾灸的中医机器人。中新社记者 杨华峰 摄 图为工作人员介绍中医健康机器人。中新社记者 杨华峰 摄 图为海外媒体拍摄各种性能的机器人。中新社记者 杨华峰 摄 图为工作人员介绍机场清道夫机器人。中新社记者 杨华峰 摄 ...

Core Viewpoint - The partnership between 港仔机器人 and 达闼机器人 marks a significant milestone in the development of humanoid robots in Hong Kong, with 港仔机器人 obtaining exclusive rights to over 2000 patents in embodied intelligence from 达闼机器人 [1][3]. Group 1: Strategic Collaboration - The collaboration integrates 港仔机器人的 financial resources and market application capabilities with 达闼's extensive patent portfolio in cloud intelligence and robotics technology [3]. - 港仔机器人 has developed its own "XR-OS Embodied Intelligence Brain Operating System," achieving full-link intelligence in perception, cognition, decision-making, and control [3]. - The hardware advancements include the mass production of SCA joint modules with 0.1mm motion precision and 600Nm peak torque, enabling complex operations in various environments [3]. Group 2: Market Applications and Achievements - 港仔机器人 has demonstrated significant market application capabilities, signing a strategic cooperation agreement worth over 800 million HKD with health management giant 美年健康 to deploy 20,000 smart health robots [4]. - The company has secured a 300 million HKD order for 1,000 security robots and a record-breaking order for 10,000 home care robots, establishing a leading position in the industry [4]. - The "Robot as a Service" (RaaS) business model will lower initial deployment barriers for users, expanding market opportunities [4]. Group 3: Recent Collaborations and Market Performance - 港仔机器人 has engaged in multiple collaborations with mainland companies this year, including agreements with 华为云计算 and 云深处科技 for comprehensive cooperation in humanoid robots and embodied intelligence applications [5]. - The company's stock has surged by 420% this year, with a market capitalization of 2.72 billion HKD [5].

Core Viewpoint - The collaboration between 港仔机器人 and 达闼机器人 marks a significant milestone in the development of humanoid robots in Hong Kong, with 港仔机器人 obtaining exclusive rights to nearly 2000 patents from 达闼, indicating strong confidence in the humanoid robot industry and the technological leadership of 达闼 [1][2] Group 1: Strategic Collaboration - The partnership is described as a "strong union" between two leading companies in the field of embodied intelligence, with 港仔机器人 leveraging its advantages in financial resource integration and market expansion, while 达闼 contributes its extensive technological expertise and nearly 2000 patents [2][4] - The collaboration aims to create an industry leader in the embodied intelligence robot sector by integrating resources across Hong Kong and mainland China, finance and technology, as well as application and research [2] Group 2: Technological Advancements - 港仔机器人的 core competitiveness is significantly enhanced through the acquisition of 达闼's patents, enabling the development of its own "XR-OS embodied intelligence brain operating system" that achieves full-chain intelligence in perception, cognition, decision-making, and control [4] - The company has overcome hardware challenges, achieving mass production of high-precision SCA joint modules with 0.1mm motion accuracy and 600Nm peak torque, allowing for complex operations in various environments [4] Group 3: Market Impact and Business Development - 港仔机器人 has demonstrated strong market application capabilities, signing a strategic cooperation agreement worth over 800 million with health management giant 美年健康 to deploy 20,000 smart health robots [7] - The company has also secured significant orders, including a 300 million order for 1000 security robots and a record-breaking order for 10,000 home care robots, enhancing its competitive position in various sectors [7] - The "robot as a service" (RaaS) business model is expected to lower initial deployment barriers for users, further expanding market opportunities [7] Group 4: Implications for Hong Kong's Tech Industry - The collaboration is seen as a vital contribution to Hong Kong's innovation and technology development, promoting local manufacturing of humanoid robots and aligning with the vision of "Hong Kong innovation, world standards" [9] - 港仔机器人 has rapidly established itself in the AI and humanoid robot sector, achieving significant market recognition and a more than fourfold increase in market value since March of this year [9] - The partnership positions 港仔机器人 to lead the industry into a new phase of practical and efficient development, potentially creating sustainable returns for investors and setting a "Hong Kong model" for the global embodied intelligence robot industry [9]

Core Viewpoint - The collaboration between 港仔机器人 and 达闼机器人 marks a significant milestone in the humanoid robotics industry, with 港仔机器人 receiving exclusive authorization for nearly 2000 patents from 达闼, indicating strong confidence in the sector and the technology involved [1][2]. Group 1: Strategic Collaboration - The partnership is described as a "strong union," combining 港仔机器人的 advantages in financial resource integration and market expansion with 达闼机器人的 deep technological expertise and innovation [2]. - The collaboration aims to create an industry leader in the embodied intelligence robotics field by integrating resources across multiple dimensions, including finance, technology, application, and operations [2]. Group 2: Technological Advancements - 港仔机器人的 core competitiveness is significantly enhanced through the acquisition of 达闼's patents, enabling the development of an advanced operating system that achieves full-chain intelligence in perception, cognition, decision-making, and control [5]. - The company has overcome hardware challenges, achieving mass production of high-precision components, which supports complex operations in various environments [5]. Group 3: Market Applications and Achievements - 港仔机器人 has demonstrated substantial market application capabilities, securing strategic agreements worth over 800 million with health management giant 美年健康 to deploy 20,000 smart health robots [8]. - The company has also achieved record-breaking orders, including a 3 billion order for 1000 security robots and the first global order for 10,000 home care robots, enhancing its competitive edge in various sectors [8]. Group 4: Impact on Hong Kong's Tech Industry - The collaboration is pivotal for Hong Kong's innovation and technology sector, promoting local manufacturing of humanoid robots and aligning with the vision of "Hong Kong innovation, world standards" [10]. - 港仔机器人 is positioned to lead the industry into a new phase of practicality and efficiency, potentially creating sustainable returns for investors and setting a benchmark for the global embodied intelligence robotics industry [10].

Core Insights - The company has made significant progress in its AI strategic transformation, with rapid growth in AI+Cloud Computing and AI+Security businesses, leading to increased product sales and profitability [1][6] Financial Performance - In the first half of 2025, the company achieved operating revenue of 316 million yuan, remaining flat year-on-year, while net profit attributable to shareholders reached 18.73 million yuan, a substantial increase of 156.60% [1] - The net profit, excluding the impact of share-based payments, amounted to 26.96 million yuan [1] - The company plans to distribute a cash dividend of 0.2 yuan per 10 shares to all shareholders [1] AI+Cloud Computing Business - The AI+Cloud Computing segment generated revenue of 31.08 million yuan in the first half of 2025, significantly exceeding the total revenue for the entire year of 2024 [2] - The company launched a series of products, including AI hyper-converged integrated machines and cloud desktops, to meet the increasing demand for private cloud solutions among government and enterprise clients [2] AI+Security Business - The AI+Security segment reported revenue of 183.28 million yuan, reflecting a year-on-year increase of 156.32%, with a gross margin exceeding 50% [4] - New law enforcement equipment, such as electromagnetic net catchers and security robots, has gained traction, with over 20 million yuan in procurement orders from police departments [4][5] Strategic Initiatives - The company is investing 789 million yuan to build a cloud service center to meet the explosive demand for AI computing power from internet and autonomous driving sectors [3] - Strategic partnerships have been formed with Alibaba's joint venture and AI startups to develop innovative products for vertical industries [3] Future Outlook - The company aims to continue its "AI+" transformation strategy, focusing on product development in AI+Cloud Computing and AI+Security, while enhancing market and channel development [6] - Recent government policies promoting the integration of AI across various sectors present significant growth opportunities for the company's AI+Cloud Computing and AI+Security businesses [7]

Core Insights - The 2025 World Robot Conference (WRC) held in Beijing focuses on enhancing robot intelligence and physical capabilities, highlighting the growing importance of humanoid robots in various sectors such as manufacturing, logistics, security, and healthcare [1][4][12] - The conference showcases advancements in embodied intelligence and the commercialization of humanoid robots, with companies emphasizing the need for suitable application scenarios to integrate technology and products effectively [4][11] Industry Trends - The application scenarios for humanoid robots are expanding, with companies like Zhiyuan and Qingbao Robotics demonstrating various robots capable of performing tasks in simulated environments, indicating a shift towards practical applications [4][5][10] - The market demand is evolving from experimental research to practical implementation, with a focus on robots solving specific industry pain points and adapting to complex environments [11][12] Technological Developments - Significant advancements in humanoid robot capabilities were showcased, including improved interaction features such as facial expressions and tactile sensing, which enhance user engagement [10][11] - Companies are addressing challenges such as battery life and operational stability, with innovations like automatic battery swapping and enhanced durability being introduced to improve robot reliability [10][11] Investment and Financing - Investment activity in the robotics sector is robust, with companies like Zhongqing Robotics securing nearly 1 billion yuan in funding, indicating strong investor confidence in the industry's growth potential [4][5] Future Outlook - The future of humanoid robots is expected to evolve into a platform-level ecosystem, similar to the development of smartphone ecosystems, emphasizing the importance of supply chain capabilities and customer willingness to pay [12]

Core Viewpoint - The company is actively advancing its artificial intelligence (AI) strategic transformation, focusing on AI cloud computing and computing power business opportunities, leading to a turnaround in profitability in the first half of the year [2] Group 1: AI Strategy and Business Growth - The company is leveraging AI cloud computing and computing power, resulting in rapid growth in integrated machine sales and intelligent computing cloud services [2] - The company is developing new products such as electromagnetic net capture devices and security robots, addressing the needs for new law enforcement equipment and unmanned law enforcement systems [2] - The successful implementation of these new business lines has contributed to the company's turnaround from loss to profit in the first half of the year [2] Group 2: Market Potential and Future Outlook - The company expresses confidence in the broad development space for AI cloud computing, computing power, and AI + security sectors as AI continues to penetrate various industries [2] - The ongoing sales and increasing penetration rates of the company's related business products are expected to support sustained performance growth [2]

Core Insights - The company, Jiechuang Intelligent, has reported steady progress in its artificial intelligence strategy upgrade during the first half of the year, leading to revenue growth [2] Group 1: AI + Cloud Computing - The "AI + Cloud Computing" business has benefited from strong procurement demand for AI integrated machines from government and enterprise clients, resulting in rapid growth for private cloud and integrated machine products [2] - The company is exploring the implementation of intelligent computing cloud business models [2] Group 2: AI + Security - The "AI + Security" business has seen rapid growth due to the entry of communication security management products into large-scale procurement by clients [2] - New law enforcement technology products, such as electromagnetic net catchers and security robots, have also contributed to sales promotion and business growth [2] Group 3: Order Status - The company currently holds a sufficient amount of orders on hand, with detailed information to be provided in company announcements [2]

Group 1 - The company focuses on the smart safety sector with its "Zhang Anxing" product series, which includes AI safety helmets and security robots [2] - The AI safety helmets are designed to enhance safety in infrastructure projects, while security robots and intelligent electromagnetic security devices provide all-weather protection for energy facilities [2] - The company is actively engaging with opportunities related to the strategically significant Yajiang Hydropower Project [2]

Performance Forecast - The company expects a net profit attributable to shareholders of 15 million to 20 million yuan, a significant increase of 152.62% to 167.73% compared to a loss of 33.0881 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 10 million and 15 million yuan, reflecting an increase of 128.17% to 142.26% compared to a loss of 35.4981 million yuan last year [1] - Basic earnings per share are anticipated to be between 0.10 yuan and 0.13 yuan, compared to a loss of 0.22 yuan per share in the previous year [1] Reasons for Performance Change - The company's performance improvement is primarily driven by strong demand for AI integrated machines from government and enterprise clients, leading to rapid growth in cloud computing and private cloud products [1][2] - The "AI + Security" business has benefited from the large-scale procurement of communication security management products and the promotion of new law enforcement technology products, resulting in significant revenue growth [1] - The overall expenses have decreased year-on-year despite the addition of share-based payment expenses, contributing to a substantial increase in gross profit [1] Non-Recurring Gains and Losses - The impact of non-recurring gains and losses on the company's profit is estimated to be around 5 million yuan, mainly from investment income during the reporting period [2]