中证报中证网讯（记者 何昱璞）记者从重庆宇隆光电科技股份有限公司获悉，9月26日，宇隆光电与韩 国纽禄美卡机器人公司签署合资公司组建协议，宣布共同组建合资公司，聚焦工业协作机器人及人形机 器人研发、制造与全球市场拓展。宇隆光电董事长王亚龙与纽禄美卡社长朴钟勋以及重庆市两江新区相 关领导等共同见证签约。 整合双方核心资源 技术与产业优势深度融合 此次合作是宇隆光电优化业务结构的关键举措。通过机器人业务与现有智能控制板、精密功能器件等主 业形成互补，公司将构建"智能硬件+智能智造"双轮驱动模式，以拓宽增长空间。同时，通过引入纽禄 美卡核心技术与研发团队加速技术拓展布局，公司有望强化自主创新能力，形成差异化竞争壁垒。 此外，依托项目落地重庆两江新区，公司将融入当地"万亿级智能产业集群"建设，助力区域智能制造生 态完善。与会的重庆市两江新区相关领导表示，新区将提供全周期政策支持，推动合资公司成为"政产 学研用"协同创新的典范。 根据规划，合资公司将以重庆两江新区为总部基地，逐步建立辐射全球的研发与生产网络。合资公司将 通过技术转化与市场拓展，努力打造具备全球竞争力的机器人产业平台。王亚龙强调："此次合作是企 业践行' ...

扬子晚报网9月27日讯（记者 徐兢）我9月27日，记者从江苏省工信厅获悉，在前不久工信部公示的2025年度（第四批）中小企业特色产业集群名单中， 又有来自江苏的6个产业集群成功入选。 中小企业联系千家万户，是推动创新、促进就业、改善民生的重要力量。定位于县域的中小企业产业集群是区域经济的重要组成部分，对促进中小企业高 质量发展至关重要。 南京市溧水区数控机床功能部件、常州市武进区工业协作机器人、苏州市吴江区仿真纤维材料、如东县海上风电装备、盐城市亭湖区烟气处理环保装备、 泰兴市低碳烯烃延伸功能性材料等7个产业集群成功入选。 中小企业特色产业集群是指定位在县级区划范围内，以新发展理念为引领，以中小企业为主体，主导产业聚焦、优势特色突出、资源要素汇聚、协作网络 高效、治理服务完善，具有较强核心竞争力的中小企业产业集群。 | 26 | 江苏省南京市溧水区数控机床功能部件产业集群 | | --- | --- | | 27 | 江苏省常州市武进区工业协作机器人产业集群 | | 28 | 江苏省苏州市吴江区仿真纤维材料产业集群 | | 29 | 江苏省如东县海上风电装备产业集群 | | 30 | 江苏省盐城市亭湖区烟气处 ...

Group 1 - The 2025 AGIC Shenzhen International General Artificial Intelligence Conference and Expo opened with over 1,000 brands from 20 countries participating, expecting more than 120,000 professional visitors over three days [1][7] - The event showcased the latest AI innovations, including the announcement of the "Top 50 AI+ in the Guangdong-Hong Kong-Macao Greater Bay Area" and the "Top 10 Chief AI Officers" [1][9] - The conference highlighted the growth of the AI industry in Shenzhen, with a 23.6% increase in participating companies and over 25% growth in exhibited products compared to 2024 [2][7] Group 2 - The conference featured significant advancements in AI applications, including the introduction of new humanoid service robots and industrial collaborative robots by local companies [2][3] - The event also emphasized the importance of AI in various sectors, with discussions on the integration of AI in scientific research and its potential to transform industries [4][5] - The focus on "elastic computing power" was highlighted as a key area for developing a more accessible and stable computing infrastructure for AI applications [5][6] Group 3 - The conference served as a marketplace, organizing 300 professional buyer groups and attracting over 7,000 buyer representatives, with expected contract amounts exceeding 3 billion yuan [7][9] - The regional collaboration was a highlight, with a "main venue + sub-venue" model promoting participation from the Greater Bay Area cities, enhancing the full-chain display of AI applications [7][8] - Shenzhen's AI industry is projected to reach a scale of 368.5 billion yuan by 2024, with a significant number of enterprises and a robust industrial foundation [8][9]

Core Viewpoint - The global artificial intelligence robotics industry is at a critical turning point for technological iteration and commercialization, with specialized robots in industrial collaboration, commercial services, and home companionship leading the way to a trillion-dollar market [1][2]. Group 1: Industry Trends - The integration of artificial intelligence and robotics is driving profound changes in the industry, leading to a dual-track development of general-purpose and specialized robots [3][4]. - General-purpose humanoid robots are expected to experience a breakthrough between 2028 and 2030, with a projected global market size of over 5 million units by 2035 [3][4]. Group 2: Market Growth - The industrial collaborative robot market reached $789 million in 2023, with an expected growth to $2.78 billion by 2028, reflecting a compound annual growth rate (CAGR) of 29% [4]. - The commercial collaborative robot market surged from $14.3 million in 2019 to $72.7 million in 2023, with projections to exceed $1.2 billion by 2028, indicating a CAGR of 75% [4]. Group 3: Home Robotics - The AI-driven home robot market is anticipated to reach 62.4 billion RMB by 2029, with a CAGR of 60% from 2024 to 2029, and penetration rates increasing from 2.3% in 2024 to 14.6% [6]. - The unlisted company Woan is leading the home robotics market with an 11.9% market share, focusing on a range of innovative products [6]. Group 4: Competitive Landscape - Major global tech companies are accelerating their investments in core technologies for robotics, with NVIDIA and Huawei making significant strides in large models and hardware integration [7][10]. - NVIDIA's GR00T N1 model is seen as a pivotal development in the robotics field, enhancing performance by 40% and reducing data collection costs significantly [8][10]. - Huawei's upgraded Pangu model and CloudRobo platform are facilitating technological incubation across various sectors, improving production efficiency by 50% [10]. Group 5: Investment Opportunities - As general-purpose robots require more time for development, leading companies in specialized fields are showing clear growth trajectories, presenting significant investment opportunities [10].