近日，龙旗科技宣布与智元机器人达成战略合作，双方将围绕工业场景下的具身智能机器人应用开展全 面合作。据龙旗科技介绍，双方将首次在组装产线中尝试部署工业具身智能机器人，实现多岗位柔性联 动部署和多工序联动协同作业，推动柔性抓取、多工位协同、产线数据联动等关键环节的工业化落地。 ...

Group 1 - The 2025 China International Digital Economy Expo showcases the integration of technology with human interaction, emphasizing the warmth of technological advancements [1] - A 1.7-meter tall, 140-pound interactive robot developed by Hebei Hu'an Baitang Information Technology Co., Ltd. is designed for various scenarios such as airport guidance and exhibition introductions, capable of emotional recognition and interaction [1][3] - An industrial embodiment robot demonstrated at the expo is utilized for hazardous tasks like chemical experiments, reducing risks associated with drug development and allowing remote operation through network synchronization [4][6] Group 2 - A delivery robot showcased by Puru Robotics (Hebei) Co., Ltd. addresses community service challenges by providing automated services such as food delivery and home service bookings, enhancing community engagement through a smart service platform [6][8] - The expo features a focus on vocational training in cutting-edge fields like low-altitude economy and artificial intelligence, with partnerships established with domestic universities for practical training [8]

Core Viewpoint - Jiangsu Changzhou is set to launch an IPO for its industrial embodied intelligent robots, with a former Baidu executive at the helm, aiming for profitability by 2024 [1] Group 1 - The company is focusing on the development of industrial robots that integrate artificial intelligence and automation technologies [1] - The leadership change, with a former Baidu executive taking charge, is expected to bring valuable experience and strategic direction to the company [1] - The IPO is anticipated to provide the necessary capital for expansion and innovation in the robotics sector [1] Group 2 - The company projects a turnaround to profitability by 2024, indicating a strong growth strategy and market confidence [1] - The industrial robotics market is experiencing significant growth, driven by increasing demand for automation across various industries [1] - The entry of new players like Jiangsu Changzhou is expected to intensify competition in the robotics sector, potentially leading to advancements in technology and service offerings [1]

本报讯 （记者袁传玺）9月28日，常州微亿智造科技股份有限公司（以下简称"微亿智造"）向港交所主板递交上市申请， 东方融资为独家保荐人。 微亿智造在招股书中表示，IPO募集所得款项净额将用于核心技术研发，提升工业具身智能机器人产品的智能水平及性 能；建立本地化的海外销售及服务网络，深化全球业务布局；战略投资及收购，建立开放共赢的应用生态系统；扩大生产能力 以及用作运营资金与其他一般企业用途。 微亿智造成立于2018年，是一家领先的工业具身智能机器人公司，致力于通过前沿技术重塑制造业未来。通过自研的全栈 式软硬件系统及深厚的系统工程能力，公司成功开发能自主感知、学习、决策并执行复杂任务的工业具身智能机器人产品，为 全球客户提供开箱即用、高度柔性且具备卓越智能水平的相关产品及解决方案。作为多场景、多行业应用先行者，公司已实现 规模商业化及迅速增长的财务表现。 成立至今，微亿智造共完成多轮融资，股东包括工业母机基金、深创投、洪泰基金、普华资本、成为资本等多家国家队基 金及知名投资机构。 深厚的技术实力最终转化为切实的市场领导地位，根据灼识咨询报告，按2024年收益计，微亿智造是中国最大的工业具身 智能机器人供应商。 ...

Core Viewpoint - Weiyi Intelligent Manufacturing Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the industrial embodied intelligence robotics sector in Hong Kong [1] Company Overview - Established in 2018, Weiyi Intelligent Manufacturing is a leading company in the domestic industrial embodied intelligence robotics market, developing products that can autonomously perceive, learn, make decisions, and execute complex tasks through a self-developed full-stack software and hardware system [1] - The company has achieved rapid growth and commercial scale, serving over 25 Fortune 500 companies and initiating overseas expansion into markets such as Portugal, the United States, and Germany, with plans to enter Japan, Singapore, and Malaysia by June 30, 2025 [1] Financial Performance - Total revenue increased from 221 million yuan in 2022 to 600 million yuan in 2024, representing a compound annual growth rate (CAGR) of 64.7%, with flagship product "industrial embodied intelligence robots" driving a CAGR of 183.4% [2] - The company has achieved profitability in 2024 and the first half of 2025, benefiting from a high gross margin exceeding 50% and low deployment costs associated with its industrial embodied intelligence robot product line [2] Industry Context - The industrial automation sector has faced significant bottlenecks, including high deployment costs, long debugging cycles, and a lack of flexibility, which have limited its penetration in the manufacturing industry [2] - The introduction of embodied intelligence into robotics allows for the integration of artificial intelligence, enabling robots to understand dynamic environments and adapt to complex tasks, thus opening up new market opportunities [2] Technological Innovation - Weiyi Intelligent Manufacturing has developed a comprehensive intellectual property portfolio with over 700 proprietary rights and has been recognized as a national key specialized "little giant" enterprise [3] - The company has received multiple prestigious awards for technological innovation and has been certified as "internationally leading" by the Ministry of Industry and Information Technology and the Ministry of Science and Technology in 2024 [3] Market Position - According to a report by ZhiShi Consulting, Weiyi Intelligent Manufacturing is the largest supplier of industrial embodied intelligence robots in China based on 2024 revenue [3] - The company has been included in Forbes' list of China's top 50 AI technology companies and ranked first in IDC's 2024 report on the market share of AI visual industrial robots in China [3] Funding and Future Plans - Weiyi Intelligent Manufacturing has completed multiple rounds of financing, with shareholders including various national funds and well-known investment institutions [3] - The net proceeds from the IPO will be used for core technology research and development, establishing localized overseas sales and service networks, strategic investments and acquisitions, expanding production capacity, and general corporate purposes [3]

工业具身智能机器人公司常州微亿智造科技股份有限公司正式向港交所主板递交上市申请。成立至今， 微亿智造已完成多轮融资，股东包括工业母机基金、深创投、洪泰基金、普华资本、成为资本等投资机 构。根据灼识咨询报告，按2024年收益计算，微亿智造是中国最大的工业具身智能机器人供应商。商业 价值方面，公司在IDC《中国AI视觉工业机器人应用市场份额2024》报告中位列第一。（中证报） ...

根据灼识咨询报告，按2024年收益计算，微亿智造是中国最大的工业具身智能机器人供应商。商业价值 方面，公司在IDC《中国AI视觉工业机器人应用市场份额2024》报告中位列第一。 作为多场景、多行业应用先行者，公司已实现规模商业化及迅速增长的财务表现。财务报告显示，公司 营收已由2022年的2.21亿元人民币增长至2024年的6.00亿元人民币，复合年增长率(CAGR)为64.7%。此 外，微亿智造在2024年及2025年上半年已实现盈利，成为业内少数率先实现盈利的头部企业之一。 中证报中证网讯(记者王辉)港交所9月28日披露，常州微亿智造科技股份有限公司(简称：微亿智造)正式 向港交所主板递交上市申请。 招股书显示，微亿智造成立于2018年，是一家领先的工业具身智能机器人公司，致力于通过前沿技术重 塑制造业未来。通过自研的全栈式软硬件系统及深厚的系统工程能力，公司成功开发了能自主感知、学 习、决策并执行复杂任务的工业具身智能机器人产品，为客户提供开箱即用、高度柔性且具备卓越智能 水平的相关产品及解决方案。 成立至今，微亿智造已完成多轮融资，股东包括工业母机基金、深创投、洪泰基金、普华资本、成为资 本等投资机构 ...

Core Insights - The emergence of embodied intelligence robots at the 25th China International Industry Fair highlights the ongoing trend of "machine replacing human" due to labor shortages caused by aging populations and other factors [1][7] - The integration of AI into industrial robots is shifting from "single operation" to "super production teams," enhancing efficiency and flexibility in manufacturing processes [2][4] - The importance of calculating return on investment (ROI) for industrial robots is emphasized, as manufacturers prioritize cost-effectiveness and reliability in automation solutions [7][8] Group 1: Trends in Robotics - The trend of embodied intelligence robots is evolving towards "super production teams" that can handle multiple tasks and adapt quickly to changes in production lines [2][4] - AI vision technology is becoming a core driver for industrial robot applications, significantly improving processing times and product quality [6] - The domestic production rate of industrial robots in China has surpassed 50%, driven by advancements in core components and control technologies [13][17] Group 2: Challenges and Solutions - Despite high robot density in China, the development of industrial robots is lagging behind automation needs, with a significant portion of the workforce still reliant on manual labor [7] - The integration of AI in industrial settings raises safety concerns, necessitating the implementation of protective measures to prevent operational errors [9][10] - The need for reliable and flexible automation solutions is critical, as many factories struggle with the limitations of fully automated systems [8][15] Group 3: Future Directions - The concept of "calculating control and safety integration" is being introduced to enhance the reliability and safety of industrial robots [10][12] - The collaboration between various stakeholders in the robotics industry is essential for establishing safety standards and improving the overall functionality of robots [17] - The push for domestic production of robots is seen as a pathway to enhance safety, control, and autonomy in manufacturing processes [13][17]

9 月的 上海工博会 ， 微亿智造董事长兼 CEO 张志琦 站在 新品发布 讲台上，向 业内提出 了一个全新的 思 考 ： 让工业机器人通过具身智能再进化，实现机器人向 " 智能伙伴 " 的革命性跨越。 他们在会上 展示 多个工业具身智能落地实际场景 ，以及 发布 一条工业具身智能柔性生产线， 宣告具身智能 正从单体智能走向群体智能 。 " 工业具身智能 机器人 " 这一变革性概念的提出并非无来由， 当工业自动化浪潮席卷全球， 发展近 30 年的 工业 机器人却仍困在部署成本高、柔性不足、智能缺失的三重困境里 ， 渗透率却远未跟上制造业需求。 IFR 数据显示 ， 2030 年全球工业机器人保有量 仅 900 万台 ， 机器人密度 却仅 300 台 / 万名员工 ， 这 意味着， 在 2030 年全球制造业仍将依赖约 3.88 亿名人工劳动力 ， 占总劳动力的 97% 。 制造企业的顾虑很容易理解： 传统工业机器人要靠专业人员编程调试，数月才能上岗，换个产 线 就水土不服 ； 人形机器人 实际落地 却陷入性价比悖论 ， 复杂结构反而 导致 场景适配性有限 。 凭借 " 感知 - 学习 - 决策 - 执行 " ...

Group 1: Achievements in Infrastructure and Technology - China has built the world's largest and most extensive network infrastructure, with 4.598 million 5G base stations and over 1 million device connections on key industrial internet platforms [5] - The country has established more than 35,000 basic-level and over 230 excellent-level smart factories, showcasing significant advancements in smart manufacturing [5] - The application of industrial robots is accelerating, with demonstrations of robots capable of material handling and intelligent inspections at the 2025 Global Industrial Internet Conference [6] Group 2: Agricultural Production and Food Security - During the "14th Five-Year Plan" period, China's grain production is projected to exceed 1.4 trillion jin (approximately 700 million tons) by 2024, an increase of 74 billion jin compared to 2020 [14] - The average per capita grain availability has reached 500 kg, ensuring basic self-sufficiency in grains and absolute safety in staple food supplies [14] - The production of cotton, oil, sugar, fruits, vegetables, meat, eggs, milk, and aquatic products has been continuously enhanced, enriching the food supply for the population [14] Group 3: Ecological and Environmental Initiatives - Significant progress has been made in ecological protection and restoration, with the "Three North" project completing construction tasks covering 164 million acres [9] - The "Mountain and Water Project" has been implemented across 27 initiatives, protecting and restoring over 8 million acres [9] - Inner Mongolia has made strides in combating desertification, achieving an 80% progress rate in the governance of the Maowusu Sandy Land and establishing a "photovoltaic wall" in the Kubuqi Desert [10] Group 4: Cultural and Educational Developments - By the end of 2024, the number of registered museums in China is expected to reach 7,046, with an average of one museum for every 200,000 people, and over 91% of them offering free admission [19] - Museums have become popular cultural and tourism destinations, with 28.6079 million visitors recorded in Jiangsu province alone during the summer [20] - The transformation of museums into comprehensive cultural experience centers has enhanced their role in promoting cultural tourism consumption [20]