Core Insights - The article emphasizes the urgent need to establish a global governance framework for artificial intelligence (AI) to address the current action deficit in governance, driven by the principles of shared development and cooperation [1][14] - AI is rapidly transforming societal structures, characterized by deep technological breakthroughs, widespread application, and significant industrial scaling [2][3] Group 1: Technological and Industrial Developments - AI technology is experiencing rapid advancements, with model iterations occurring on a monthly basis, leading to a new paradigm of "human-machine collaboration" [2][3] - The user base for generative AI applications, such as ChatGPT, has surpassed 400 million globally, with China's generative AI product users reaching 249 million [2][3] - The core AI industry in China is projected to approach 600 billion yuan by 2024, with global AI market size expected to reach 4.8 trillion USD by 2033 [2][3] Group 2: Governance Challenges - The article identifies a significant disconnect between the rapid pace of AI technological advancements and the slower response of governance frameworks, leading to a systemic crisis in governance [3][5] - There is a fragmentation in global governance, with competing national strategies and ideologies hindering effective international cooperation [6][7] - The current governance landscape is characterized by an abundance of non-binding ethical guidelines and standards, but a lack of enforceable international treaties [8][9] Group 3: Action Deficit in Global Governance - The action deficit in AI governance manifests in four key areas: consensus stagnation, governance reversal, execution vacuum, and accountability deficiency [8][9] - International agreements on AI ethics often remain abstract, lacking concrete implementation pathways, which slows down governance progress [8][9] - The absence of a robust accountability mechanism undermines the credibility and stability of the governance framework [9] Group 4: Proposed Solutions - The article advocates for a pragmatic approach to AI governance, emphasizing the need for a multi-stakeholder collaborative network that includes governments, international organizations, tech companies, and civil society [15][16] - It suggests a dual-track approach focusing on both immediate security risks and long-term development needs, particularly for developing countries [16][17] - The establishment of a distributed governance network that combines existing international organizations with new platforms is proposed to enhance coordination and effectiveness in AI governance [16][17]

Core Viewpoint - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs of China have jointly issued a notice to initiate pilot projects for intelligent elderly care service robots from 2025 to 2027, aiming to enhance the quality of life for the elderly and alleviate the pressure on family caregiving [1][2]. Group 1: Pilot Project Implementation - The pilot will focus on three main areas: collaborative research, scenario application verification, and the establishment of standards and evaluation systems [1][2]. - The collaborative research will target home, community, and institutional elderly care services, addressing issues such as care for the disabled and elderly, emotional support, health promotion, and daily living assistance [1][2]. Group 2: Application Verification - The application verification process will require a minimum of 200 home applications and at least 20 community or institutional applications, with a verification period of no less than six months [2]. - The goal is to iteratively upgrade products based on real-world application feedback [2]. Group 3: Standards and Evaluation - The notice encourages the development of standards for intelligent elderly care service robots, focusing on safety, reliability, and suitability for the elderly [2][3]. - The standards will be based on the physiological and psychological characteristics of the elderly, guiding the design and development of these robots [3]. Group 4: Collaborative Applications - Companies, universities, research institutions, and third-party elderly care service organizations are encouraged to form consortia to apply for the pilot projects [3]. - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs will evaluate and select pilot projects based on their ability to address key challenges in elderly care [3]. Group 5: Global Context - The World Health Organization projects that by 2050, the global population aged 60 and above will reach 2.1 billion, highlighting the growing demand for elderly care solutions [3]. - An international standard for elderly care robots has been established, which will guide the design, manufacturing, testing, and certification of these products globally [3].

6月20日，记者从省民政厅获悉：为积极应对人口老龄化国家战略，省工信厅与省民政厅近日联合 发布《关于申报智能养老服务机器人结对攻关与场景应用试点工作的通知》，旨在借助科技创新力量推 动智慧养老服务高质量发展。 本次试点工作紧密围绕国家相关政策，计划在2025年至2027年间，通过实施一系列攻关和应用试点 项目，提升养老服务的科技含量和服务水平。试点工作坚持"政府引导、需求牵引、分步实施、持续迭 代"的原则，重点解决家庭、社区和养老机构的养老服务难题，致力于形成一批智能养老服务机器人产 品、持续建立和完善标准规范及评价体系。 此次申报工作采取自愿原则，鼓励机器人企业和养老辅具企业、高校、科研院所以及第三方养老服 务机构等用户单位组成联合体共同申报，合力探索智慧养老新模式。 试点项目成果将通过多种渠道进行展示推广，相关部门将积极推动把符合条件的产品纳入以旧换 新、消费补贴范围，进一步激发消费潜力、促进产业升级。 省民政厅相关负责人表示，此次试点工作的开展有望为全省老年人带来更加便捷、高效的养老服务 体验，助力银发经济发展。（记者：杨小玲） 试点内容涵盖多个关键领域：一是开展结对攻关，针对居家、社区和机构养老的不同 ...

[Table_Main] 行业研究|可选消费|耐用消费品与服装 证券研究报告 行情回顾 1）双周行情：近 2 周（2025.06.07-2025.06.20）上证综指下跌 0.75%， 深证成指下跌 1.75%，创业板指下跌 1.45%；智能家居指数 （399996.SZ）下跌 2.98%，跑输上证综指 2.23pct，跑输深证成指 1.23pct，跑输创业板指 1.54pct。 2）细分板块：近 2 周，智能家居指数中，电子元器件及零部件、内容 /网络服务提供商、软件、智能家居产品及解决方案板块涨跌幅分别为 -1.13%、-4.04%、-5.35%、-1.46%；年初至今四个细分板块涨跌幅分 别为+4.89%、-7.29%、-11.42%、-2.25%。 3）个股：近 2 周，智能家居指数中，涨幅前五个股分别为东山精密 （+16.57%）、胜宏科技（+13.41%）、华灿光电（+9.25%）、中颖电子 （+9.06%）、奥士康（+8.29%）。 耐用消费品与服装行业周报、月报 2025 年 06 月 23 日 [Table_Title] 美的再抛大额回购计划，海尔发布银发 经济新品牌 ——智能家居行业双周报 ...

1·[Table_Main] 行业研究|工业 证券研究报告 [Table_Title] 工信部推进养老机器人试点，Figure 更新进展 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 6 月 8 日至 6 月 13 日，人形机器人概念指数下跌 1.93%，相 较沪深 300 指数跑输 1.68pct；年初至今累计涨跌幅来看，人形机器 人概念指数上涨 31.54%，相较沪深 300 指数跑赢 30.39pct。 A 股人形机器人指数（iFinD 概念）相关个股中，英思特周涨幅最 大（+36.22%），超捷股份周跌幅最大（-23.23%）。 工业行业周报、月报 2025 年 06 月 18 日 周度热点回顾 政策端，工信部与民政部联合发布智能养老服务机器人试点通知，明 确居家养老机器人需完成不少于 200 户家庭应用验证，部署 200 台套 以上；社区和机构类需在 20 个社区或养老机构完成验证，推动智能 养老机器人规模化应用。 人形机器人发展不及预期风险；政策不及预期风险；行业内竞争加剧 风险；零部件降本进程不及预期风险；全球宏观经济波动风险。 [Table_I ...

证券研究报告 | 行业周报 2025 年 06 月 18 日 机械 智能养老服务机器人试点启动，深圳低空经济发展再获政策支持 行业要闻：5 月挖掘机国内销量 8392 台，同比-1.48%。据中国工程机械 工业协会，2025 年 5 月销售各类挖掘机 18202 台，同比+2.12%。其中国内 销量 8392 台，同比-1.48%；出口量 9810 台，同比+5.42%。1—5 月，共销 售挖掘机 101716 台，同比+17.4%；其中国内销量 57501 台，同比+25.7%； 出口 44215 台，同比+8.2%。2025 年 5 月销售电动挖掘机 36 台（6 吨以下 13 台，10 至 18.5 吨级 2 台，18.5 至 28.5 吨级 16 台，40 吨及以上 5 台）。 5 月装载机国内销量 6037 台，同比+16.7%。据中国工程机械工业协会， 2025 年 5 月销售各类装载机 10535 台，同比+7.24%。其中国内销量 6037 台，同比+16.7%；出口量 4498 台，同比-3.31%。1—5 月，共销售各类装 载机 52755 台，同比+14.1%。其中国内销量 29607 ...

Group 1 - The aging population in China presents a significant challenge, necessitating the development of services that ensure elderly individuals are well cared for and supported [1] - The rapid advancement of technologies such as AI and robotics is transforming elderly care from a labor-intensive model to a technology-assisted one, enhancing service efficiency and quality [1] - The Chinese government has emphasized the acceleration of smart elderly care development, predicting that the market size for smart elderly care will reach 7.21 trillion yuan by 2025 [1] Group 2 - The release of international standards for elderly care robots and the promotion directory for smart health elderly care products will help meet the diverse needs of the elderly and foster industry growth [2] - Various regions in China are actively developing smart elderly care, with initiatives like Beijing's smart elderly rehabilitation equipment industry demonstration zone and Shanghai's "elderly care + internet hospital" model [2] - Despite the rapid development of smart elderly care, challenges such as complex product operations and inconsistent service quality need to be addressed [2] Group 3 - Smart elderly care products must be designed with the actual needs and convenience of the elderly in mind, focusing on improving their quality of life and alleviating care pressures [3] - The government is promoting pilot projects for smart elderly service robots to ensure effective application in various settings such as homes and communities [3] - Ethical considerations and market demand compatibility are crucial for the responsible advancement of technology in elderly care, necessitating a robust regulatory framework [3]

松霖科技 20250617 摘要 松霖科技采用 IDM 模式，区别于传统 OEM/ODM，主动进行市场研究并 提供完整技术方案，尤其在 IoT 赋能和设计创新方面表现突出，获得多 项工业设计大奖，并通过共享底层制造资源实现品类多样化。 公司每年投入约 7%的营业收入用于研发，重点关注 AI 和 IoT 领域，研 发费用超两亿，拥有 800 多名研发人员，并与高校、医院合作，设立博 士后科研工作站，增强算法能力及软硬件开发一体化能力。 松霖科技全球化布局优势明显，客户遍布全球，并在意大利设立设计中 心，越南开设生产基地，建立国内外销售网络，派驻专门人员收集当地 市场情报，更好地服务客户。 公司目前仍以出口为主，占比约 75%，美国市场占收入约 20%。受中 美贸易环境影响，公司将部分产能转移至越南，并已开始从越南出货， 以维持既定经营策略。 机器人板块与主业协同体现在大健康、工业生产和 AI 陪伴机器人领域。 收购威吉斯补齐运动控制短板，定义低端医院后勤管家系统，目前这些 领域仍处于产品研发打磨阶段，聚焦 B 端市场。 松霖科技目前涉及三个主要业务板块：机器人、大健康软硬件和智能厨卫。机 器人业务处于培育期，涵 ...

Core Viewpoint - The robotics sector is experiencing significant attention due to recent policy initiatives and technological advancements, particularly in the field of intelligent elderly care robots, which are expected to drive demand and market growth in the near and long term [6][7][8]. Group 1: Market Performance - On June 17, the A-share market showed mixed performance, with the Shanghai Composite Index slightly declining and a trading volume of 1.24 trillion yuan. The Robotics ETF (159213) fell by 0.7%, but still saw a net subscription of 3 million units throughout the day [1]. - The majority of the index component stocks for the Robotics ETF experienced a pullback, with notable gains from Guomao Co. and Yuntian Lihui, which rose over 2%, while others like Huichuan Technology and Keda Xunfei saw minor declines [3][4]. Group 2: Industry Developments - Recent breakthroughs in robotic technology, such as the human-like dexterous hand grasping technology by Chinese scientists, have garnered attention. Additionally, the government has initiated pilot programs for intelligent elderly care service robots, which is expected to stimulate market demand [6][7]. - China's industrial robot exports have exceeded market expectations, with a reported growth of 55.4% in the first five months of the year, contributing to a broader increase in the equipment manufacturing sector [6]. Group 3: Long-term Market Potential - The long-term market potential for humanoid robots is projected to exceed 1 trillion yuan, with applications across various sectors including service, healthcare, and manufacturing. The unique characteristics of humanoid robots make them suitable for diverse tasks, enhancing their market viability [8][9]. - The intelligent elderly care robot market is expanding rapidly due to an aging population and a shortage of caregivers, presenting both challenges and opportunities for the industry [6][7]. Group 4: Investment Opportunities - The Robotics ETF (159213) is positioned as a key investment tool for those looking to capitalize on the robotics industry's growth, tracking the Zhongzheng Robotics Index, which aligns closely with the industry supply chain [14].

Core Viewpoint - The application of artificial intelligence and robotics in elderly care is gaining attention due to the increasing aging population and concerns about retirement solutions [1] Group 1: Policy and Initiatives - Guangdong Province has announced a call for applications for intelligent elderly care service robot pilot projects, with a submission deadline of June 30 [1][3] - The pilot program is based on a notification from the Ministry of Industry and Information Technology and the Ministry of Civil Affairs, aimed at promoting the development of smart elderly care through robotics from 2025 to 2027 [3] Group 2: Project Requirements - The pilot projects will focus on three types of elderly care services: home, community, and institutional, addressing needs such as care for the disabled, emotional companionship, health promotion, and daily living assistance [3][4] - Home care service robots must complete application validation in at least 200 households and deploy no fewer than 200 units, while community and institutional robots must validate in at least 20 communities or institutions and deploy no fewer than 20 units [3][4] Group 3: Robot Types and Applications - The pilot projects will involve various robot types, including outdoor mobility assistance robots, transfer robots, smart bedside toilets, emotional companionship robots, medication and meal reminders, customized meal preparation robots, and household service robots [4] Group 4: Standards and Evaluation - The notification emphasizes the need to develop standards and evaluation systems for intelligent elderly care service robots, focusing on safety, reliability, and suitability for elderly users [6] - Pilot units are required to complete their tasks within two years of being selected, with evaluations conducted by experts post-completion [6]