同样布局人形机器人赛道，为何有的区域始终深陷"零散化"困境、难以形成产业合力，深圳却能脱颖而出？深 圳能在人形机器人赛道中脱颖而出，实现整机企业高密度聚集、高效打通从核心部件研发到场景落地应用全产 业链，核心原因之一便是其长期沉淀的三大支撑：全链条资源协同能力、技术转化场景闭环、精准化生态赋能 保障，这三大核心支柱共同构筑了深圳独有的产业优势。 即将启幕的FAIR plus2026大会，正是这些优势的集中展示窗口。一批深圳本土人形机器人企业将集体亮剑， 从行业龙头到创新新锐，它们的技术成果与商业化实力，正是深圳三大核心支撑的生动佐证，也进一步夯实了 深圳的产业领先地位。 深圳的产业优势并非偶然，而是源于其构建的技术、资源、场景精准适配、深度融合的产业生态，这套支撑企 业从初创萌芽到规模壮大的体系，核心依托三大核心支柱，具体可拆解为以下三点。 01. 生态解密：支撑集群发展的，究竟是哪三大核心支柱？ 深圳人形机器人产业的聚集从非偶然，其本质是技术、资源、场景的精准适配与深度融合。历经多年沉 淀，一套支撑企业从初创到壮大的生态体系已然成型，但这背后的三大核心支柱，为何能形成难以替代的 竞争力，成为企业扎根生长的优 ...

监管收紧下的市场韧性 在美国为中心的风险事件频出下，全球资金正在青睐新兴市场与部分非美发达市场。近期 A 股在海外多重风险与国内 监管降温信号下展现韧性。值得注意的是，本周四以来 A 股的交易热度和波动率再度上升，叠加目前两融活跃度仍处 于相对高位，而主题投资也在新催化下明显反弹。我们认为：市场的乐观是必要的，正如我们上周周报提到，在这一 背景下主题投资确实并未到降温的时候。市场未来与监管降温之间的关系值得思考：由于汇金持仓中，沪深 300 的占 比较大，且近期赎回压力较大，沪深 300 过去一段时间明显跑输了其他主要宽基指数。但是我们认为，对于被持续 ETF 流出而降温的沪深 300，投资者也不用过度担忧，因为其反而更早的符合了监管降温的要求，进一步打压必要性下降； 后续需要关注杠杆资金较为密集流入的板块，政策性的降温受到的影响可能更大。 内外需：不要对立，要协调统一 12 月我国出口增速再次大超预期，其核心驱动力在于海外正处于降息周期下投资上行的通道中，直接拉动了我国在 电力设备、机械设备等相关产业链的出口。同时我们看到，目前无论是美国 AI 投资还是以非洲为代表的新兴市场投 资均仍在上升；与此同时，全球 ...

我国人形机器人产业正在迈过从技术验证到规模化商用的关键门槛。 根据优必选最新公告，1月22日，公司与柳州产控基金及柳州产业引导基金订立合伙协议，据此，订约 方同意成立合伙企业，以依托柳州市现有产业基础，在智能机器人产业链领域开展投资。根据合伙协议 的条款，合伙企业全体合伙人的出资总额为人民币6.6亿元，其中柳州产控基金出资人民币500万元，柳 州产业引导基金出资人民币3.55亿元，优必选公司出资人民币3亿元。柳州产控基金担任合伙企业的普 通合伙人及基金管理人。 合伙企业的目的是以智能机器人产业链为核心，依托柳州市现有产业基础，投资于上下游产业、核心零 部件及智能基础设施，旨在打造人工智能与机器人产业新高地。合伙企业由全体合伙人共同成立，旨在 通过投资组合为其合伙人创造合理的经济回报。 合伙企业将进行股权及其他投资，重点关注智能终端、机器人与人工智能等领域具有高潜力的企业和项 目。以智能机器人产业链为核心，合伙企业将投资于上下游产业、核心零部件及智能基础设施建设，依 托柳州现有产业基础，打造人工智能与机器人新枢纽。 优必选此次参与设立产业基金，正值人形机器人产业从技术验证迈向规模化商用的关键阶段。 业内人士指出 ...

Market Overview - Major indices showed positive performance with ChiNext Index up by 1.01%, North Star 50 by 0.69%, Shenzhen Component Index by 0.50%, Sci-Tech 50 by 0.41%, and Shanghai Composite Index by 0.14% [1] - TMT sector led the gains with SW Communication Network Equipment and Devices increasing by 4.15%, SW Printed Circuit Board by 3.84%, and SW Horizontal General Software by 3.19% [1] - Conversely, TMT sector also saw declines with SW Integrated Circuit Packaging and Testing down by 3.65%, SW Semiconductor Equipment by 2.28%, and SW Semiconductor Materials by 2.09% [1] Domestic News - BlueTech Optical raised 1.055 billion for AR optical product industrialization, with 500 million allocated for advanced production and testing equipment [2] - Fudan University team successfully created large-scale integrated circuits within flexible polymer fibers, achieving high precision interconnections [2] - Passive component manufacturer Huaxin announced a price increase for resistors effective February 1, aligning with industry leader Yageo's plans [2] - Yuexin Semiconductor's fourth-phase project commenced, with a total investment of approximately 25.2 billion for a production line capable of 40,000 12-inch wafers per month [2] Overseas News - Kioxia's storage division reported that its 2026 production capacity is sold out, and it plans to enhance factory efficiency to meet demand [3] - Cadence partnered with Microsoft to develop a high-performance, low-power memory system for data centers, set for deployment in Microsoft's facilities [3] - The EU Commission proposed a draft revision of the Cybersecurity Law, aiming to phase out high-risk suppliers in 18 critical infrastructure sectors [3] - Display industry trends indicate that panel manufacturers are adjusting utilization rates to balance supply and demand, with expectations for price increases in 2026 [3] AI News - Adobe introduced new AI features in Acrobat for document review and content creation, enhancing workflow efficiency [4] - Baidu launched the Wenxin large model 5.0, featuring 2.4 trillion parameters and advanced multimodal capabilities [4] - Tencent Cloud released CodeBuddy 2.0, enhancing AI application development capabilities for enterprises [4] - Microsoft Research introduced the Rho-alpha AI model, capable of interpreting natural language commands for complex robotic tasks [4] Industry Tracking - China's commercial space sector is projected to complete 50 launches in 2025, accounting for 54% of total launches, with 311 commercial satellites entering orbit [5] - A high-throughput flexible brain-computer interface system was developed, achieving real-time Chinese language decoding [5] - A pilot production line for 6N-grade synthetic quartz sand was established in Liaoning with an investment of 3.36 million [5] - UBTECH Robotics signed a cooperation agreement with Airbus to supply robotic products for aerospace manufacturing [5] Earnings Forecasts - Yidao Information expects a net profit of 60 million to 78 million for 2025, a year-on-year increase of 76.04% to 128.85% [6] - Zhaoyi Innovation anticipates a net profit of 1.61 billion for 2025, up 46% year-on-year [6] - Ruichuang Micro expects a net profit of 1.1 billion for 2025, reflecting a 93% increase [6] - Founder Technology forecasts a net profit of 430 million to 510 million for 2025, a growth of 67.06% to 98.14% [6] High-Frequency Data Updates - As of January 22, 2023, international DRAM spot prices showed varied trends, with DDR5 16G averaging $36.667, unchanged from the previous day [7] - Semiconductor material prices were updated, with 4N zinc oxide powder priced at 1,495 yuan per kilogram, reflecting a daily increase of 10 yuan [7]

海景 17万+ T 2 7 投资价值企业 0 投资机构 及上市公司 50 Ft 国家高新 八时一手资讯 技术企业 C C F F + 线 0 | 可 + 创投人物 投融资及收并购事件 热门产业 A 创新机会 "三 谱 2万+LP数据 I 全牛命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 4 4 00 ERE 十子标签 产业图谱 行业标签 发 发 发 规模预计突破1.2万亿元。目前人工智能应用已覆盖钢铁、有色、电力、通信等重点行业，逐渐深入 到产品研发、质量检测、客户服务等重点环节。（环球网） 更多智能制造产业资讯 …… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 载 作者 FED 15 会提问的人将始终领先一步 1.【红旗全固态电池首台样车成功下线】据"吉林发布"消息，近日，中国一汽自主研发的红旗全固态 电池首台样车成功下线，标志着中国一汽在全固态电池技术领域正式迈入实车测试阶段。该试制项目 历经470天集中攻关，在硫化物电解质、10Ah电芯性能、60Ah电芯工艺等关键环节取得一系列阶段 性突破。本次实现上车验证的 ...

中国机器人企业优必选于周三宣布，已与全球最大飞机制造商空中客车公司签署合作协议，将为航空制 造领域供应机器人产品。 中国机器人企业优必选于周三宣布，已与全球最大飞机制造商空中客车公司签署合作协议，将为航空制 造领域供应机器人产品。 优必选方面表示，空客已采购该公司最新款工业人形机器人Walker S2，双方未来还将 "携手拓展人形 机器人在航空航天制造场景中的应用"。 优必选方面表示，空客已采购该公司最新款工业人形机器人Walker S2，双方未来还将 "携手拓展人形 机器人在航空航天制造场景中的应用"。 空客在一份声明中指出，此次与优必选的合作尚处于早期概念测试阶段。 人形机器人的动作与行为模式高度仿真人类，这类产品对中国而言正变得愈发重要。中国正借助人形机 器人，寻求解决中美贸易摩擦、人口减少、经济增速放缓等一系列紧迫问题的方案。 近年来，中国研发的人形机器人展现出日益强劲的灵活性能，已实现后空翻、完成半程马拉松、甚至踢 足球等多项高难度动作。 此次与空客达成合作之前，优必选于去年曾与美国半导体制造商德州仪器签署过合作协议。 优必选透露，2025 年公司人形机器人订单总额已突破 14 亿元人民币；预计到 ...

2025年以来，深圳机器人站上C位，在技术突破中加速场景应用落地，迎来高光时刻。"广货行天下"春 季行动正在如火如荼地开展，记者走访发现，优必选、众擎、越疆科技等一众机器人企业接连斩获来自 海内外的订单，商业化道路越走越快，产业提速迈向新阶段。围绕机器人领域深耕布局，越疆科技以智 能技术创新打开全球市场。2025年以来，该公司持续拓展产业生态，其机器人产品已成功应用到富士 康、比亚迪、丰田汽车、奔驰、雀巢等80家世界500强企业，全球部署量超10万台。前不久，优必选第 1000台工业人形机器人Walker S2下线，它们将交付到各地，投入产业一线应用，覆盖汽车制造、智能 制造、智慧物流、具身智能数据中心等重点领域。过去一年中，这家深企拿到14亿元订单，并计划在 2026年将年产能提升至万台规模。（深圳特区报） ...

Core Viewpoint - Company shares of UBTECH Robotics rose by 8.63% to 144.7 HKD per share, reaching a market capitalization of 728.42 billion HKD, the highest level since October 31 of the previous year, following the announcement of a humanoid robot service agreement with Airbus [2] Group 1: Partnership and Market Expansion - UBTECH has signed a humanoid robot service agreement with Airbus, which includes the procurement of the latest industrial humanoid robot Walker S2 for its manufacturing facilities [2] - This partnership signifies UBTECH's expansion of humanoid robot applications from industrial scenarios in China to global sectors including aerospace manufacturing, automotive manufacturing, 3C electronics manufacturing, smart logistics, and semiconductor manufacturing [2] - The company aims to explore specific applications in intelligent handling, intelligent sorting, and intelligent quality inspection by 2025, establishing initial capabilities in smart manufacturing [2] Group 2: Order Volume and Technological Investment - UBTECH's humanoid robot orders exceeded 1.4 billion CNY in total last year, leading the global market [2] - The current orders for the Walker S2 primarily come from key sectors such as automotive manufacturing, smart manufacturing, and smart logistics [3] - The founder and CEO of UBTECH highlighted that the substantial order volume is a result of the company's investment in humanoid robot technology and its commercialization efforts [3] Group 3: Strategic Planning and Product Development - UBTECH has outlined a three-step strategic plan for humanoid robot applications, focusing first on industrial manufacturing, followed by commercial services, and finally home companionship [3] - The company has conducted extensive research with over 20 automotive manufacturers and 30 industrial clients to define application scenarios and product needs, facilitating the integration of the Walker S series into new energy vehicle factories for practical training [3] - UBTECH has launched the third-generation Walker S2, which features autonomous battery swapping capabilities, and has developed various technologies to meet customer needs, laying the groundwork for future orders [4]

据优必选，2026年，优必选工业人形机器人的产能将达到万台规模。除中国本土市场外，优必选也开始 逐步将人形机器人拓展至欧美等海外制造市场。 新京报贝壳财经讯（记者张晓慧）1月18日，优必选披露，日前，欧洲航空巨头空中客车公司与优必选 签署人形机器人服务协议。空中客车已采购优必选最新款工业版人形机器人Walker S2用于其制造工 厂，未来双方将共同拓展人形机器人在航空制造场景的应用落地。 ...

活动现场，优必选工业人形机器人Walker S2作为测试中心的首位"数字员工"，走到前方向嘉宾挥手致 意并发言。 北京商报讯（记者 陶凤 王天逸）1月9日，优必选科技宣布，四川人形机器人多模态数据采集测试中心 投运暨首台机器人下线仪式近期在自贡机器人产业园成功举行。 ...