证券日报网讯1月14日，蓝思科技（300433）在互动平台回答投资者提问时表示，公司在机器人领域布 局较早，持续深耕工业机器人的机械结构设计、运动控制算法与机器视觉系统等关键技术，自主研发和 量产应用六轴机器人、AOI视觉检测机器人、无人搬运机器人、智能复合机器人等工业机器人，具备从 概念设计到批量制造的全过程实施能力。由蓝思科技联合智元机器人负责整体运营，已集聚越疆机器 人、灵心巧手、戴盟机器人等近30家产业链企业的湖南具身智能创新中心正式投入运营。该中心集研 发、测试、孵化等功能于一体，其核心板块"机器人学习与创造中心"专注于关键技术测试与数据支撑。 同时，蓝思年产50万台机器人的永安园区同步启用，形成"研发+制造"联动中心。此举标志着公司以"创 新平台+量产基地+生态联盟"三轮驱动模式，向消费电子、汽车电子、机器人三赛道龙头战略升级，从 精密制造向具身智能生态引领者迈进。 ...

Group 1: Institutional Research Trends - The overall institutional research activity remains high, with 404 listed companies disclosing investor research records as of November 21 [1] - Companies such as Rongbai Technology and Lens Technology received over 100 institutional visits [1] - Only 36 of the companies that accepted institutional research reported positive returns, with the top three performers being Shen Zhonghua A (up 32.24%), Dawei Co., Ltd. (up 16.87%), and Tongyi Co., Ltd. (up 16.51%) [1] Group 2: Lithium Battery Sector - Rongbai Technology has transformed from a leader in ternary cathode materials to a global leader in new energy materials, focusing on sodium-ion battery materials [2] - The company plans to establish a 6,000-ton pilot line in Xiantao by 2025 and aims for a sodium-ion production capacity of 100,000 tons by 2030, with plans for overseas market expansion starting in 2029 [2] - Fengyuan Co., Ltd. has built a total of 225,000 tons of lithium iron phosphate capacity, with 75,000 tons under construction, and aims to optimize capacity utilization through enhanced product competitiveness and customer collaboration [3] Group 3: Embodied Intelligence Sector - Companies are increasingly focusing on the embodied intelligence sector, with Siling Co., Ltd. establishing a robotics division in 2024 to develop and produce robotic components [4] - Hongrun Construction has launched a humanoid robot, Star Dynamics, in collaboration with Matrix Super Intelligence, aiming for commercial viability by 2026 [6] - Lens Technology has a comprehensive manufacturing capability for industrial robots and plans to produce 10,000 humanoid robots and 30,000 quadruped robots this year, positioning itself as a leading platform in embodied intelligence hardware [7][8] Group 4: Financial Performance - Lens Technology reported a total revenue of 53.663 billion yuan for the first three quarters, a year-on-year increase of 16.08%, with a net profit of 2.843 billion yuan, up 19.91% [8] - The company's third-quarter revenue reached 20.702 billion yuan, marking a historical high for the same period [8]

Core Insights - The official launch of the Blue Sky Intelligent Robot production facility in Liuyang Economic Development Zone marks a significant step in the company's global manufacturing strategy, focusing on "consumer electronics + smart vehicles + emerging smart terminals" [1][3] - This facility is part of Blue Sky Technology's dual strategy of capital and industry development, enhancing its valuation logic through emerging businesses like robotics [1][3] Production Capacity and Infrastructure - The new facility spans 400 acres with a building area of approximately 189,000 square meters, capable of producing 1,000 large automation devices and 500,000 embodied intelligent robots annually, covering the entire production chain from material research to assembly [3][5] - Blue Sky Technology aims to establish a global manufacturing layout centered in Changsha, with support from Southeast Asia (Thailand, Vietnam), focusing on serving international markets like North America [3][5] Technological Advancements - Since its establishment in 2016, Blue Sky has focused on key technologies in industrial robotics, including mechanical design, motion control algorithms, and machine vision systems, delivering over 2,000 smart manufacturing projects across various industries [5][7] - The company has developed a vertically integrated platform for humanoid robots, covering everything from core components to assembly, and has made significant inroads into the supply chains of leading robotics firms in North America and domestically [7][9] Future Projections - Blue Sky Technology expects to significantly increase the scale of humanoid robot core components and assembly in the coming year, aiming to maintain a leading position in global shipments of humanoid robots and quadruped robotic dogs by 2027 [8][9] - The company is expanding its capabilities in AI infrastructure, starting from AI server chassis to critical modules like liquid cooling and solid-state drives, with mass production of solid-state drives anticipated by 2026 [8][9] Strategic Vision - The company's strategic shift from a consumer electronics leader to a comprehensive AI edge hardware service platform aligns with the trend of AI moving from cloud to edge devices, which is expected to reshape value chains in various sectors [9][11] - Blue Sky Technology plans to invest heavily in R&D over the next three years, focusing on edge hardware, multi-modal integration technologies, and new materials, with the goal of becoming a global leader in AI edge hardware manufacturing [11][13]

Group 1: Industry Overview - The 2025 SIA Shanghai International Smart Factory Exhibition showcased over 1,000 companies presenting various collaborative robots and intelligent control systems, emphasizing the shift from traditional manufacturing to intelligent manufacturing [1] - China has become the world's largest robot producer, with industrial robot production increasing from 33,000 units in 2015 to 556,000 units in 2024, maintaining the largest industrial robot market for 12 consecutive years [2] - The integration of AI technology into industrial robots is a significant trend, enabling them to autonomously perceive, analyze, and make decisions in complex environments [2] Group 2: Technological Advancements - The intelligent pipeline polishing robot developed by Shanghai ZaiKe Intelligent Technology Co., Ltd. can operate in confined spaces, improving work efficiency by over 10 times compared to manual labor [2] - The smart composite robot from Foshan Zhiqing Technology Co., Ltd. features a dual-brain architecture for precise and smooth operations, capable of working in temperatures from 0°C to 50°C with a positioning accuracy of ±0.05 mm [3] - Electric grippers, which are essential for automation, currently have a low market penetration of only 6% in China, indicating significant growth potential [4][5] Group 3: Vertical Integration and Collaboration - Companies are pursuing vertical integration across the entire value chain to provide customized services for industries such as power batteries, automotive, electronics, and semiconductors [4] - A collaboration between Yikaida Technology (Shanghai) Co., Ltd. and Huayan Robotics (Jiangsu) Co., Ltd. has led to standardized solutions in machine tool loading and spraying, enhancing deployment speed for downstream clients [6] - The China Robot Industry Alliance predicts that by 2025, industrial robot sales in China will exceed 400,000 units, with the market size expected to reach 150 billion yuan [6] Group 4: Expanding Applications - Robots are extending their applications beyond industrial sectors into areas like healthcare, with the introduction of acupuncture robots that utilize 3D vision sensors for precise point location [7] - The acupuncture robot employs graphene purification technology to eliminate smoke generated during the process, making it more suitable for patients with respiratory issues [7] - Companies are also focusing on collaborative robots to enhance services in welding, polishing, and material handling within industrial settings [7] Group 5: Market Dynamics - The exhibition highlighted the robust growth momentum of China's robot market, driven by policy support, technological breakthroughs, and increasing demand across various industries [8]

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11]. Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025, involving investors like Lenovo Venture Capital and Guotou Chuanghe [3][5]. - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5]. Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6]. - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm sales [7][9]. Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22]. - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved online sales of 675,856 yuan during the 618 shopping festival [16][22]. Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22]. - Lingbao CASBOT's hardware includes integrated joints with a peak torque density of 207 Nm/kg and over 80% efficiency, while its software employs a layered end-to-end model technology for enhanced intelligence and flexibility [22][23]. Market Positioning - Lingbao CASBOT aims to differentiate itself by targeting unique application scenarios such as emergency rescue and underground operations, rather than solely focusing on industrial manufacturing [25][28]. - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend, as noted by Morgan Stanley and Goldman Sachs [12][28].

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11] Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025 [3][5] - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5] Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6] - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm [7][9][27] Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22] - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved sales of 675,856 yuan during the 618 shopping festival [16][22] Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22] - Lingbao CASBOT employs a layered end-to-end model technology for software, enhancing the robot's intelligence and flexibility [22][23] Market Positioning - Lingbao CASBOT aims to penetrate unique application scenarios such as emergency rescue and underground operations, differentiating itself from competitors focused on industrial manufacturing [25][28] - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend [12][28]

Group 1 - The successful launch of the first domestically produced high-performance AT9508AI integrated machine by Huakun Zhenyu marks the full operation of the Feicheng base, filling the gap in large-scale production of domestic computing power equipment in northern China [1] - Feicheng has been actively seizing opportunities in the digital economy, implementing "digital empowerment" actions to cultivate new productive forces through digital transformation, leading to significant achievements in digital infrastructure and industrial digitalization [1][3] - The introduction of the Huakun Zhenyu project has created a strong magnetic effect, attracting numerous high-tech projects such as intelligent computing centers and iFLYTEK, resulting in a significant reduction in production costs and promoting collaborative innovation in new product development [1][2] Group 2 - The "Smart Education System" and AI-assisted diagnostic devices showcased at the iFLYTEK Artificial Intelligence Exhibition Center exemplify the practical applications of the "digital intelligence" industry chain, enhancing urban management and educational analysis [2] - The Taishan Zhigu Industrial Park is designed to foster industrial clusters through a strategy of "industry-led, aggregation, incubation, cultivation, and sharing," with a focus on big data, cloud computing, and artificial intelligence [2] - Feicheng has implemented 222 digital transformation projects in manufacturing, with 91.7% of large-scale enterprises completing their digital transformation, aiming for a coverage rate of over 94% by the end of the year [3]