Group 1: Industry Development - The development of industrial robots in China reflects a transition from following to independent control, with domestic market share surpassing foreign brands for the first time in 2024 [1] - From 2015 to 2024, China's annual industrial robot production increased from 33,000 units to 556,400 units, representing a growth of over 15 times [2] - The Ministry of Industry and Information Technology released the "Industrial Robot Industry Specification Conditions (2024 Edition)" to promote high-quality development through increased R&D investment and exploring new application scenarios [3] Group 2: Technological Innovation - Companies are focusing on flexible technology solutions to meet diverse production needs, aligning with the trend of "small batch, multi-variety" production [4] - The integration of AI and machine learning in industrial robots is enhancing their capabilities, with companies achieving over 90% self-research rate in key components [3][4] - The rise of embodied intelligence is prompting companies to explore cross-industry applications, with leading manufacturers entering the humanoid robot market [5] Group 3: International Expansion - Chinese industrial robot exports reached 8.06 billion yuan in 2024, with a compound annual growth rate of 22.2% from 2017 to 2024 [6] - The global robot market is projected to exceed $60 billion in 2024, growing at an annual rate of 15%, indicating strong international demand [7] - Companies are adopting diverse strategies for international expansion, including acquisitions and establishing local service teams to enhance customer responsiveness [8] Group 4: Future Outlook - The dual drivers of innovation and international expansion are expected to elevate the quality of Chinese industrial robots, marking a significant presence in the global supply chain [9]

现代化产业体系建设，离不开"政府+市场"的双向合力，需要"看得见的手"和"看不见的手"共同发挥作 用。广东是企业创立、培育、发展、壮大的厚土，一大批科技企业和制造企业从这里孕育而生，走向星 辰大海。创设平台载体，倾听企业的声音、满足企业发展的要求、解决企业的急难愁盼问题，是提升产 业政策针对性、疏通产业政策传导机制、增强产业政策实施效能的关键，在这些方面，人大的制度载体 作用不可忽视。同时，广东现代化产业体系的建设和发展，新质生产力的加速涌现，需要大兴调查研究 之风，需要脚踏实地、立足实际的优良作风，人工智能、民用无人机、高端装备制造、工业机器人、半 导体和集成电路等产业，技术含量高、专业门槛高，更有赖于人大发挥作用，借助详实的调查研究，推 动广东产业政策的"精准滴灌"和"精准直达"。 2025年开年以来，广东现代化产业体系加速向"新"突围。从开年的全省高质量发展大会到《广东省人民 代表大会常务委员会关于助力加快建设现代化产业体系的决定》出炉，全省多措并举力推广东挺起现代 化建设的"产业脊梁"与"四梁八柱"。本次广东省人大常委会的7场专题会议，分领域研究拆解重点任 务、以重点领域突破为带动、以产业科技互促双强 ...

南方财经记者郑玮广州报道 "广东已成为国内最大的智能机器人产业集聚区，但要迈向全球价值链高端，还需在场景端让技术进一 步从'实验室精度'走向'车间可靠性'，以及破解民企留不住顶尖人才的困境。"7月11日，面对广东省科 技厅、省人力资源和社会保障厅等一众厅局负责人，广东省人大代表、广州市工商联副主席、广州瑞松 智能科技股份有限公司董事长兼总裁孙志强直言。 当天，广东省人大常委会在广州召开广东省加快推进现代化产业体系建设（人工智能与机器人产业专 场）专题会议。包括孙志强在内的一众人大代表、企业代表及专家学者，与广东省科技厅、省人力资源 和社会保障厅、省工业和信息化厅、省财政厅等数个省直厅局负责人面对面，共同讨论广东人工智能与 机器人产业发展的前景、瓶颈与出路。 广东省工业和信息化厅公布数据显示，2025年1—4月，广东省人工智能核心产业规模超770亿元，稳居 全国第一方阵，同期工业机器人累计产量9.62万套、服务机器人267.08万套，累计增长31.1%和10.8%。 "然而，在迈向全球价值链高端的进程中，我们也仍然面临诸多挑战。"孙志强在会议现场表示，目前广 东人工智能与机器人产业在"硬核技术"自主创新、应用场 ...

日前，翼菲智能向联交所递交上市申请，拟以"18C特专科技公司"规则于香港主板上市，农银国际担任独家保荐人。翼菲智能创立至今已完成12轮 融资，融资金额合共6.34亿元。截至今年5月的Pre-IPO轮，翼菲智能投后估值达到36.04亿元。 翼菲智能成立于2012年，是中国领先的综合性工业机器人企业，专注于工业机器人的设计、研发、制造及商业化，并提供机器人综合解决方案， 深耕轻工业应用。根据弗若斯特沙利文报告，按2024年收入计，公司是中国专注于轻工行业（尤其包括（但不限于）消费电子、汽车零部件及新 能源、医疗健康、快消品及半导体等领域）的工业机器人及相关机器人解决方案供应商中排名第五的国内企业，市场份额为1.2%。 | | | 翼菲智能IPO前融资历程 | | | --- | --- | --- | --- | | 融资轮次 | 结算日期 | 融资金额(万元) | 投后估值(亿元) | | 天使投资 | 2014年5月 | 600 | 0. 20 | | Pre-A轮 | 2015年1-4月 | 1800 | 0. 75 | | A1轮 | 2016年6月 | 930 | 0. 93 | | A2轮 | 201 ...

资本市场方面，A 股市场呈现出结构性行情特征。科创板年内涨幅达 12.6%，显著跑赢大盘，半导体、 生物医药等战略性新兴产业板块表现亮眼。与此同时，监管层持续深化资本市场改革，全面实行股票发 行注册制后的首批企业已平稳上市，市场定价效率和资源配置功能得到进一步提升。外资对中国市场的 信心不断增强，北向资金年内净买入额已超过 2000 亿元。 投资策略：在波动中寻找确定性机会 2025 年，全球经济正经历着后疫情时代的深度调整，叠加地缘政治冲突、能源结构转型等多重因素， 金融市场呈现出前所未有的复杂性。从美股的震荡下行到新兴市场的异军突起，从数字货币的监管收紧 到绿色金融的加速扩张，每一个细微变化都牵动着全球投资者的神经。在这样的背景下，读懂财经趋 势、把握投资逻辑成为当下的重要课题。 今年以来，美联储的货币政策调整始终是影响全球市场的核心变量。为应对持续高企的通胀压力，美联 储在 2024 年连续三次加息后，于 2025 年一季度宣布暂停紧缩周期，这一决策引发了全球资本流动的剧 烈重构。数据显示，仅今年前四个月，新兴市场就吸引了超过 800 亿美元的外资流入，较去年同期增长 65%，其中东南亚股市和拉美债市成 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：喜乐 埃斯顿的业绩在2024年出现"雪崩式"恶化。2022-2024年，公司营业收入分别为38.81亿元、46.52亿元、40.09亿元，2024年营收较2023年缩水13.8%。盈利端 的表现更为刺眼，2022年、2023年归属于上市公司股东的净利润分别为1.66亿元、1.35亿元，2024年却骤转为净亏损8.10亿元，同比下滑700.1%，几乎吞噬 了其自2015年上市至今的净利润总和（累计9.31亿元）。 | 載 日期 | | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-03-31 | | --- | --- | --- | --- | --- | --- | | 报告期 | | 年报 | 年报 | 年报 | 李报 | | 报表类型 | | 合并报表 | 合并报表 | 合并报表 | 合并报表 | | ▽ 利润表摘要 | | | | | | | 营业总收入 | = | 38.81 | 46.52 | 40.09 | 12.44 | | 同比(%) | 2 ...

天眼查App显示，近日，山东锋擎智能装备科技有限公司成立，法定代表人为朱连亮，注册资本1000万 人民币，由淄博鼎弈方略企业管理有限公司全资持股。 序号股东名称持股比例1淄博鼎弈方略企业管理有限公司100% 企业名称山东锋擎智能装备科技有限公司法定代表人朱连亮注册资本1000万人民币国标行业科学研究和 技术服务业>研究和试验发展>工程和技术研究和试验发展地址山东省淄博市张店区房镇镇高端装备制 造产业园14#厂房第一层东侧企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-10 至无固定期限登记机关淄博市张店区市场监督管理局 来源：金融界 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；工业自动控制系统装置 制造；计算机软硬件及辅助设备批发；计算机软硬件及辅助设备零售；智能机器人的研发；工业机器人 制造；工业机器人销售；工业机器人安装、维修；电子、机械设备维护（不含特种设备）；专用设备制 造（不含许可类专业设备制造）；新材料技术研发；日用杂品制造；日用杂品销售；塑料制品制造；塑 料制品销售；橡胶制品制造；橡胶制品销售；机械设备研发；机械设备销售；机械设备租赁；信息技术 ...

向海外市场要空间、以技术革命拓成长——机械行业 2025 年度中期投资策略 20250709 摘要 通用设备领域内需企稳，若叠加外需增量，将构成较好的投资方向。中 长期来看，海外建厂将成为设备需求的重要驱动力，并带来需求结构的 边际变化，尤其关注注塑机、工业机器人等通用设备出口大幅增长。 新技术方向如固态电池、人形机器人、可控核聚变等领域，板块容量大 且边际变化不断推进，下半年仍存在投资机会。关注人形机器人核心零 部件及功能模组与应用场景的爆发机会。 借鉴日本经验，通过出口寻找业绩增量。中美关税及全球关税影响下， 产能地区发生显著变化，企业分散供应链成趋势，具备制造业基础、人 口资源充足、基建完善的地区或成产能聚集地。 石油开采行业设备开支未来三到五年或呈长期增长趋势，中东地区资本 开支上升，为纽威、杰瑞等中国企业带来海外收入机会，贸易政策和新 增需求也增加了中国企业进入海外市场的机会。 制造业延伸将带动流程行业设备需求增长，新兴市场向上游延伸，需要 自制原材料，推动钢铁、化工等流程行业设备需求。长期来看，这是一 个值得关注的发展方向。 Q&A 机械行业在下半年有哪些主要投资策略？ 下半年的机械行业投资策略主 ...

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

Economic Growth and Achievements - China's economy is expected to maintain a rapid growth rate, with an average growth rate of 5.5% from 2021 to 2024, and an estimated GDP of around 140 trillion yuan in 2023, with an incremental growth of over 3.5 trillion yuan [1] - The development of new productive forces and industrial upgrades have significantly contributed to economic growth during the "14th Five-Year Plan" period [2] Production Sector Developments - High-tech manufacturing's added value is projected to account for 16.3% of the industrial added value by 2024, an increase of 1.2 percentage points from 2020 [2] - The production of industrial robots is expected to grow from 212,000 units in 2020 to 10.519 million units by 2024, representing an average annual growth rate of 165.4% [2] - The automotive industry shows a notable shift in product structure, with the production of new energy vehicles expected to rise from 1.366 million units in 2020 to 13.168 million units by 2024, achieving an average annual growth rate of 76.2% [2] Demand Side Contributions - The average contribution rate of final consumption to China's economic growth is projected to be 56.2% from 2021 to 2024, while capital formation contributes 30.2%, leading to a total contribution of 86.4% from domestic demand [3] - Policies aimed at expanding consumption and increasing investment have been effective in addressing demand shortfalls caused by demographic changes and external factors [3] International Cooperation and Contributions - China's participation in international economic cooperation, particularly through the Belt and Road Initiative, has led to significant advancements in various countries, enhancing their economic development and living standards [4] - The contribution of China to global economic growth has remained stable at around 30% in recent years, demonstrating its role in maintaining global supply chain stability [4]