作者 | 一财阿驴 11:31 A股午盘丨创业板涨1.77% 沪指涨0.13%，深成指涨1.11%，创业板涨1.77%。 2025.09.29 本 文字数：1261，阅读时长大约2分钟 盘面上，能源金属、固态电池、贵金属走强，教育、黑色家电、煤炭板块走弱。券商股盘中拉升，国盛 金控涨停创新高。机器人概念股反复活跃，景兴纸业、万向钱潮等涨停。 沪深两市半日成交额1.28万亿，较上个交易日缩量854亿。全市场超3000只个股上涨。 10:45 证券板块持续走高，国盛金控触及涨停创历史新高，华泰证券、东吴证券、广发证券、信达证 券、湘财股份跟涨。 10:39 沪深两市成交额突破1万亿，较上一日此时缩量超1000亿。 10:32 港股机器人概念股走强，三花智控涨7.29%、优必选涨4.49%、金力永磁涨2.67%、速腾聚创涨 2.35%。 10:25 创业板指涨幅扩大至2%，新能源产业链全线冲高，湖南裕能触及20%涨停，阳光电源涨超7%再 创历史新高。 | 分制 $日 1分 5分 15分 30分 60分 日 周 月 通$ | F9 竞价 盘加 静动监控 九和 面线 工具 @ > | 创业板指 | 399006 买 | ...

Core Insights - The 2025 China International Industrial Expo showcases cutting-edge technologies and innovations from around 3,000 global exhibitors, highlighting the manufacturing industry's shift towards intelligence, flexibility, and sustainability [2][5][6] Group 1: AI and Robotics Innovations - Siemens and Zhongke Motong introduced the EMB intelligent assembly equipment for new energy vehicles, marking the first domestic application of Siemens' Industrial Copilot, which reduces program development time by 30% and lowers material waste by 10% [5] - Yujian Robotics presented a "super factory" platform that utilizes a centralized decision-making and distributed execution architecture, significantly enhancing production flexibility through multi-device collaboration [6] - The DOBOT ATOM humanoid robot achieved the first nationwide application of cross-scenario multi-task collaborative operations, demonstrating breakthroughs in key technologies for high-risk environments [6] Group 2: Sustainable Manufacturing Solutions - Delta showcased an AI digital factory and AI data center, emphasizing energy-efficient technologies that support sustainable industrial development through integrated solutions combining robotics, AI, and digital twin technology [7] - The Hong Kong Productivity Council presented AI-driven innovations, including a universal AI data management platform and an AI-powered wheelchair, aimed at enhancing manufacturing efficiency across various sectors [10] Group 3: Advanced Robotics Capabilities - The RICO wheeled humanoid robot from Siasun demonstrated advanced flexible grasping technology, suitable for complex collaborative scenarios [11] - ABB launched the OmniCore EyeMotion vision system, which enhances robot autonomy and functionality by allowing them to perceive and understand their environment using standard cameras, reducing debugging time by up to 90% [11]

9月18日，民众在迈越科技股份有限公司的第22届东博会展位上体验智能眼镜。中新社记者蒋雪林摄 在第22届中国—东盟博览会(下称东博会)开幕式上，广西壮族自治区党委书记陈刚佩戴一副能够实时提 词的AI眼镜走向演讲台。他表示，这是我们主动拥抱人工智能时代，打造中国—东盟人工智能创新合 作中心的一个最新成果。 9月17日，在第22届东博会开幕式上，广西壮族自治区党委书记陈刚佩戴一副能够实时提词的AI眼镜发 表欢迎辞。陈冠言摄 这副由广西本土企业迈越科技股份有限公司(下称迈越科技)研发的智能眼镜它不仅能实时投射文字提 示，更支持东盟十国语言的即时互译。 本届东博会开展后，智能眼镜迅速受到关注，泰国、越南、印尼等多国客商纷纷前来咨询。据悉，泰国 永盛国际商业管理(曼谷)有限公司已与迈越科技股份有限公司签署采购协议，采购1000副AI眼镜。 "我们希望用技术解决实际问题。"迈越科技市场部经理黄宇阳说。他在展位现场演示了中泰语言实时交 互场景：当泰国客商说出泰语，中国合作伙伴透过眼镜即可看到实时转译的中文字幕；中方回复的中文 通过APP也会同步转化为泰文，显示于手机屏幕。"东盟国家语言多样，正是人工智能可以发挥关键作 用的 ...

Core Viewpoint - The emergence of AI glasses at the China-ASEAN Expo highlights the integration of AI technology into everyday life and work, showcasing its potential for enhancing communication and efficiency in international settings [1][3]. Group 1: AI Technology Integration - The AI glasses gained popularity at the expo, attracting significant attention from both domestic and international attendees, indicating a growing interest in AI applications [3]. - The glasses feature real-time translation and teleprompter functions, facilitating seamless communication among participants [1][3]. Group 2: Regional Development Strategy - Guangxi, often labeled as an "economically underdeveloped" province, is proactively embracing the AI wave despite lacking the research resources of major cities [5][6]. - The region's approach to AI development focuses on practical applications rather than cutting-edge research, aiming to integrate advanced technologies into sectors with real demand in the ASEAN market [6]. Group 3: Collaborative Efforts - Guangxi is positioning itself as a "integrator" and "promoter" of AI technologies, leveraging domestic resources to create tangible AI solutions for ASEAN countries [6]. - The China-ASEAN AI Innovation Cooperation Center has signed numerous projects, indicating a commitment to fostering collaboration and mutual benefits in AI development [6].

Group 1 - SAIC-GM-Wuling Automobile Co., Ltd. and Huawei Technologies Co., Ltd. have upgraded their strategic partnership through a signing ceremony in Liuzhou, Guangxi, focusing on the "AI + Manufacturing" initiative [1] - Liuzhou is promoting digital transformation for 435 small and medium-sized enterprises (SMEs) in industries such as automotive, steel, and engineering machinery, leveraging AI and advanced technologies [1] - During the 14th Five-Year Plan period, Liuzhou emphasizes key core technology breakthroughs in intelligent networking and green low-carbon initiatives, particularly in smart connected vehicles [1] Group 2 - New industries in Liuzhou are thriving, with the first industrial humanoid robot produced in the region and participating in the manufacturing process of commercial vehicles [2] - The first batch of low-speed autonomous vehicle road testing licenses has been issued in Liuzhou, marking a significant step forward for the smart connected vehicle industry [2] - The AI industry in Liuzhou generated a value of 5.7 billion yuan in the first seven months of the year, with a year-on-year growth of 23.7% [2]

Group 1 - Liu Zhou is promoting the integration of artificial intelligence and manufacturing, focusing on digital transformation for 435 small and medium-sized enterprises in industries such as automotive, steel, and engineering machinery [1] - SAIC-GM-Wuling Automobile Co., Ltd. and Huawei Technologies Co., Ltd. have upgraded their strategic partnership in Liu Zhou, marking a significant step in the city's "AI + Manufacturing" initiative [1] - Since 2021, Liu Zhou has invested over 100 million RMB in technology funding to support breakthroughs in 91 key core technologies, resulting in an economic benefit exceeding 47.8 billion RMB [1] Group 2 - New industries in Liu Zhou are thriving, with the first industrial humanoid robot produced in the region and participating in the manufacturing process of commercial vehicles [2] - Liu Zhou has transitioned to open road testing for autonomous vehicles, receiving the first batch of road test licenses for functional low-speed autonomous vehicles [2] - The city has established a dual-driven development model of "intelligent manufacturing capabilities + scenario applications," with 42 intelligent terminal and robot manufacturing companies, 12 benchmark intelligent manufacturing enterprises, 75 smart factories, and 62 digital workshops [2]

Group 1: Environmental Transformation - The transformation of the Li River has led to the return of rare fish species, indicating improved water quality [1] - The shift from fuel-powered to electric bamboo rafts has reduced operational costs from 1.5 yuan to 0.55 yuan per kilometer, saving 16 million yuan annually in fuel expenses [5] - The reduction in carbon emissions by 2,492.5 tons due to the electrification of 1,000 tourist rafts highlights the ecological benefits of this transition [5] Group 2: Tourism and New Business Models - New tourism activities such as "Via Ferrata" rock climbing are emerging, attracting over 100,000 visitors annually to Yangshuo [8] - The integration of ecological protection with tourism is evident as new activities promote engagement with the natural environment while preserving it [8][6] - Various outdoor activities like hiking, cycling, and rafting are gaining popularity, contributing to the region's economic growth [8] Group 3: Trade and Logistics Innovations - The efficiency of customs clearance at the Friendship Pass has improved significantly, with vehicle processing time reduced by 75% compared to 2020 [11] - The total import and export value of Guangxi has increased from 486.13 billion yuan in 2020 to 756.39 billion yuan in 2024, with a growth rate exceeding 7% for four consecutive years [11] - The establishment of a smart logistics management platform has streamlined the customs process, enhancing trade efficiency [11] Group 4: Agricultural Advancements - The introduction of AI technology in blueberry farming has increased yield by 15%-20% and overall profitability by 30%-45% [16] - The use of AI systems for real-time monitoring of crop health demonstrates the potential for technology to enhance agricultural productivity [15][16] - The experience gained in Guangxi's smart agriculture is being replicated in ASEAN countries, showcasing the region's innovative agricultural practices [16] Group 5: AI and Innovation - The "AI Super League" initiative aims to foster innovation and collaboration in AI applications across various industries [18][21] - The event encourages cross-border cooperation, particularly in the ASEAN market, leveraging shared cultural and technological landscapes [21] - Guangxi's GDP growth of 5.5% in the first half of the year reflects the region's commitment to high-quality development and innovation [23]

Core Viewpoint - The company, UBTECH, is set to deliver 500 industrial humanoid robots by 2025, showcasing significant growth in its AI education and consumer robotics segments, with a revenue increase of 27.5% year-on-year in the first half of the year [3][5]. Financial Performance - In the first half of the year, UBTECH achieved a revenue of 621 million yuan, reflecting a year-on-year growth of 27.5% [5]. - The gross profit for the same period was 217 million yuan, with a year-on-year increase of 17.3% [6]. - Research and development expenses amounted to 218 million yuan, constituting 35.1% of total revenue [6]. Product Development and Contracts - In April, UBTECH signed a large-scale procurement contract for biped humanoid robots, and in July, it won a procurement project worth 90.51 million yuan, marking the highest single bid in the global humanoid robot industry [6]. - The company is accelerating the production of humanoid robots, with a focus on industrial applications and continuous R&D investment [6][10]. Technological Innovations - UBTECH has made significant advancements in key technologies such as humanoid brain simulation, high-performance actuators, and multi-modal interaction technologies, which are applied in the new generation of industrial humanoid robots, Walker S2 [7]. - Walker S2 features a unique hot-swappable autonomous battery system, allowing for a 3-minute battery swap and 24/7 operational capability, redefining energy management for humanoid robots [9]. Industry Standards and Patents - As of June 30, 2025, UBTECH has been granted 2,790 patents and has actively participated in the formulation of over 40 standards in the field of intelligent robotics and AI, including three national standards [9]. Future Outlook - The company aims to accelerate the application of humanoid robots across various sectors, including industrial manufacturing, commercial services, scientific education, and home companionship, contributing to new industrialization and productivity [10].

Core Insights - The company, UBTECH Robotics, reported a revenue of 621 million yuan for the first half of 2025, representing a year-on-year growth of 27.5% [1] - Gross profit reached 217 million yuan, with a year-on-year increase of 17.3%, resulting in an overall gross margin of 35% [1] - The net loss narrowed to 439 million yuan, a reduction of 17.2% compared to the previous year [1] Revenue Breakdown - Revenue from educational intelligent robots and solutions amounted to 240 million yuan, showing a year-on-year growth of 48.8% [1] - Revenue from consumer-grade robots and other hardware devices was 260 million yuan, reflecting a year-on-year increase of 49.8% [1] - Revenue from logistics intelligent robots and solutions decreased to 56 million yuan, down 5.7% year-on-year [1] - Revenue from other customized intelligent robots and solutions fell to 64 million yuan, a decline of 29.8% year-on-year, primarily due to a focus on developing new application scenarios [1] Future Outlook - The company has recently secured a major project for humanoid robots, valued at nearly 100 million yuan, and expects to deliver 500 industrial humanoid robots within the year [1]

Core Insights - The signing of a global order for 10,000 humanoid robots by Tiantai Robotics and its partners marks a significant milestone in the industry, indicating a shift from laboratory experiments to mass production [1][2][3] - The robots will primarily focus on home care applications, integrating features such as stair-climbing assistance, autonomous driving, health monitoring, and emotional companionship, aiming to become "warm family members" [2][3] - The industry is experiencing a surge in financing, with over 83 funding events reported globally, totaling more than 14 billion RMB, indicating strong investor interest in humanoid robotics [6][7] Industry Developments - The recent large-scale orders from leading companies like Zhiyuan Robotics and Yushutech reflect a broader trend of humanoid robots moving from concept validation to real-world applications, particularly in commercial settings [3][4] - The ability of Tiantai Robotics to fulfill the large order is attributed to its technological maturity, supply chain management, and ecosystem development capabilities [2][3] - The humanoid robotics sector is expected to enter a phase of "mass production + financing," with 2025 anticipated as a pivotal year for scaling up production [1][5] Financing Trends - Tiantai Robotics has secured multiple rounds of financing, with significant investments from various venture capital firms, highlighting the increasing financial backing for humanoid robotics [6][7] - The trend of "billion-level" financing rounds has become common, with companies like Zhongqing Robotics and Pashini raising substantial amounts recently [6][7] - The capital influx is seen as essential for overcoming the long development cycles and high technical demands of humanoid robotics, facilitating faster innovation and market entry [7]