凯尔达首次公开发行股票的发行费用总额为8850.64万元，其中，申万宏源证券承销保荐有限责任公司 获得承销保荐费用合计6098.77万元。 保荐机构相关子公司申银万国创新证券投资有限公司获配849,076股本次发行的股票，获配比例为首次 公开发行股票数量的4.33%。 中国经济网北京7月21日讯凯尔达(688255.SH)7月19日披露2025年半年度业绩预告的自愿性披露公告 称，经公司财务部门初步测算，预计公司2025年半年度实现归属于上市公司股东的净利润为197.00万元 至256.00万元，与上年同期相比，将减少2,153.96万元至2,094.96万元，同比下降91.62%至89.11%。 预计公司2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润为-312.92万元至-253.92 万元，与上年同期相比，将减少2,185.51万元至2,126.51万元，同比下降116.71%至113.56%。 2021年10月25日，凯尔达在上交所科创板上市，公开发行股票1960.37万股，发行价格为47.11元/股，保 荐机构为申万宏源证券（000562）承销保荐有限责任公司，保荐代表人为何搏、杨晓 ...

Group 1 - Shaanxi is becoming a significant source of original innovation in China, supported by its rich educational and scientific resources [1] - Financial institutions in Shaanxi are shifting their service concepts to support technology-driven enterprises, focusing on long-term partnerships and diversified services [1][6] - The development of technology finance in Shaanxi is characterized by a collaborative ecosystem involving banks, enterprises, and government policies [1][6] Group 2 - Xi'an Inno Aviation Technology Co., Ltd. is a representative example of a successful technology enterprise emerging from Shaanxi, focusing on drone technology for energy inspection and smart city applications [2] - The company has achieved a high accuracy rate of over 95% in identifying anomalies during pipeline inspections using drones [2] - The development of intelligent robots for hazardous environments is exemplified by Xi'an Zhongke Optoelectronic Precision Engineering Co., Ltd., which focuses on welding robots to enhance safety and efficiency [2][3] Group 3 - The concept of "embodied intelligence" was included in the government work report for the first time in 2025, indicating a growing recognition of its commercial potential [3] - Financial support is crucial for emerging technology enterprises, as many are asset-light and face challenges in securing traditional financing [3][5] - Long-term capital support is necessary for new industries, as highlighted by the National Development Bank's provision of 500 million yuan in credit to support the photonics industry in Shaanxi [5] Group 4 - The "Darwin's Dead Sea" metaphor illustrates the challenges faced by startups in transitioning from research to market-ready products, emphasizing the importance of pilot testing [4] - Many startups struggle to find platforms for pilot testing, which is essential for validating the industrial potential of their technologies [4] - The Shaanxi Optoelectronic Pilot Institute aims to provide comprehensive technical services for the photonics industry, including product development and testing [5] Group 5 - Financial institutions are adapting their lending practices to better serve technology enterprises, which often do not fit traditional credit assessment models [6] - Innovative financial products, such as the "Aviation Enjoy Loan," are being developed to address the unique needs of technology companies lacking traditional collateral [5][6] - As of May 2023, Postal Savings Bank of China in Shaanxi has served over 3,200 technology enterprises, with total loans exceeding 45.6 billion yuan, reflecting a growth of over 50% since the beginning of the year [6]

导读： 近日，大连交通大学发布多批政府采购意向，仪器信息网特对其中的仪器设备品目进行梳理，统计出4项仪器设备采购意向， 预算总额达9522万元。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日， 大连交通大学发布 4 项仪器设备采购意向，预算总额达 9522万 元，涉及FIB聚焦离子束系统、PPMS综合物 性测量系统 、 场发射扫描电镜 、动态信号测试分析设备 等，预计采购时间为2024年 12月~2025年10 月。 采 购 项 目 需求概况 预算 万元 采购 时间 理 化 分 析 测 试 中 心 设 备 更 新 项 目 采购FIB聚焦离子束系统、PPMS综合物性测量系统及场发射 扫描电镜等设备。 2500 2024 年 12 月 轨 道 交 通 数 字 工 厂 产 教 融 合 创 新 根据学校产教融合发展建设需要，拟组建我校轨道交通关键零 部件生产实践教学中心等八大实验实践平台。需购置（更新） 仪器设备总计200台/套，包括但不限于智能焊接设备、智能 数控加工设备、工业机器人装置设备、信息总控装置设备、轮 轴部件集成装配装置设备、 ...

文章来源：北京星动纪元科技有限公司 ▍具身智能企业 云深处科技完成近5亿元新一轮融资，加速具身智能产业化布局 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ ▍"清华系"具身智能企业星动纪元完成近5亿元A轮融资！鼎晖VGC和海尔资本联投 20 25年7月7日， 具身智能企业 星 动纪元宣布完成 近5亿元 A轮 融资 。 本轮融资由鼎晖VGC和海尔资本联合 领投，厚雪资本、华映资本、襄禾资本、丰立智能等知名财务机构及产业资本跟投，老股东清流资本、清控基金 等机构持续加码。华兴资本担任本轮独家财务顾问。本轮融资将用于人形机器人软硬技术的研发与量产落地 ，推 动"模型-本体-场景数据"闭环飞轮高速运转。 星动纪元成立于2023年8月，是 清华大学 唯一持股 的具身智能企业。从成立起便坚持软硬一体的技术路线，致 力于打造物理世界中的通用智能体 、 交付通用生 产力，从而实现机器人赋能千行百业、走进千家万户的愿景。 文章来源：云深处科技 ▍黎万强出手！滴滴首次重仓！小米系首家具身大模型公司小 ...

深圳星灿智能机器人有限公司近期完成千万级天使轮融资，投资方为产业链上下游资本。该公司由自动驾 驶专家李战斌博士于2025年3月创办，聚焦无人驾驶与具身智能技术，目标成为家庭智能机器人全球领军 品牌。团队汇聚多位资深软硬件专家及高学历人才。星灿智能以割草机器人为市场切入点，凭借先进技术 实现高精度导航定位、智能避障等功能。目前，公司正与多家潜在客户洽谈合作，未来还将拓展至智能轮 椅等更广阔的家庭智能机器人市场。 1、 MIT全自动机器人系统：加速半导体材料研发新引擎 美国麻省理工学院团队开发出全自动机器人系统，可大幅加快新型半导体材料性能分析和测试速度。该系 统结合机器人技术、机器学习和材料科学，能自主判断探针接触材料最佳位置，并快速规划移动路线。24 小时内，机器人可完成超3000次光电导检测，每次耗时不到30秒，且数据质量高。这一技术突破将极大提 升高效太阳能电池板材料研发进程，为下一代电子器件诞生铺平道路，还有望应用到其他精密测试领域。 2、 Figure CEO：人形机器人将大规模部署 近日，Figure创始人兼CEO Brett Adcock在对话中透露，公司最新设计的机器人成本降低约90%，未来四 ...

Group 1 - Xiaoyu Zhizao has completed a significant A+ round financing led by Didi, marking Didi's first investment in the company [1][6] - The company has previously attracted investments from major players such as Xiaomi, and has received recognition from influential figures like Li Wanqiang, a co-founder of Xiaomi [1][3][4] - Li Wanqiang emphasizes the importance of focusing on key application scenarios for robots, suggesting a strategy of mastering a few classic use cases before expanding functionalities [4][5] Group 2 - Didi's investment is strategically aligned with its expertise in autonomous driving, which can enhance Xiaoyu Zhizao's robotic navigation and operational capabilities [6] - The collaboration is expected to create a synergy where Didi's advanced algorithms can improve Xiaoyu Zhizao's robots, while the latter's precision control systems can benefit Didi's vehicle maintenance operations [6] - Xiaoyu Zhizao's founder, Qiao Zhongliang, highlights the significance of VLA (Visual-Language-Action) as a promising direction for embodied intelligence [7] Group 3 - Xiaoyu Zhizao is focusing on human-machine collaboration in product design, aiming to innovate interaction methods to enhance the capabilities of intelligent robots [8] - The company has partnered with Panasonic to launch an intelligent welding robot, validating its platform's stability and scalability in industrial environments [9] - The rise of industrial embodied intelligence is seen as a pathway to commercialize AI, with Xiaoyu Zhizao positioning itself to bridge AI and industrial applications [10] Group 4 - Xiaoyu Zhizao is actively integrating into Beijing's digital economy strategy and is recognized as a leader in AI industrialization [11] - The company plans to enhance its market penetration and establish deep strategic partnerships with global leaders in key manufacturing processes over the next three years [11] - The support from Beijing's investment fund underscores Xiaoyu Zhizao's technological strength and growth potential in the industrial intelligence sector [11]

Investment Rating - The report maintains an "Outperform" rating for the industry [3][4][8]. Core Insights - The report highlights significant developments in the humanoid robotics sector, including strategic partnerships and government support, which are expected to drive growth and innovation [1][2][3][4][19]. - The establishment of a 10 billion yuan investment fund in Hubei province aims to accelerate the development of humanoid robotics and AI technologies [23]. - The report emphasizes the importance of supply chain positioning and the identification of key players in the humanoid robotics market, suggesting a focus on companies with strong capabilities in various components [3][4]. Industry Dynamics - Humanoid Robotics: - Strategic collaborations, such as the one between Shanghai Robotics Institute and Madi Technology, are set to enhance the application of humanoid robots in healthcare and elder care [15]. - Companies like Junpu Intelligent and ByteDance are making strides in production and technology, with ByteDance achieving a production milestone of 1,000 robots in 2.5 years [19][16]. - Government Initiatives: - The Central Financial Committee has proposed measures to promote high-quality development in the marine economy, which may indirectly benefit robotics through enhanced technological capabilities [2][24]. - The establishment of the AI Infrastructure and the China-ASEAN AI Innovation Cooperation Center is expected to boost investment in AI-related sectors [25]. Key Companies and Investment Focus - The report identifies several key companies for investment consideration, including: - Humanoid Robotics: Focus on suppliers like Hengli Hydraulic, Huichuan Technology, and Zhaowei Machinery [3][4]. - AI Infrastructure: Companies such as Hanzhong Precision Machinery and Ice Wheel Environment are highlighted for their potential growth due to increasing AI demand [3][4]. - The report also notes the rapid development of the low-altitude economy and its implications for various sectors, including logistics and surveying [4][26]. Company Performance and Forecasts - The report provides earnings forecasts and investment ratings for several companies, indicating a generally positive outlook for those rated "Outperform" [8][30]. - Notable companies include: - Green Harmony (688017.SH): Outperform rating with a projected EPS increase from 0.33 to 0.50 yuan [30]. - Huichuan Technology (300124.SZ): Outperform rating with an expected EPS growth from 1.60 to 2.01 yuan [30]. - Zhaowei Machinery (003021.SZ): Outperform rating with EPS forecasted to rise from 0.94 to 1.11 yuan [30].

Group 1 - The core viewpoint of the articles highlights the significant advancements in China's robotics industry, particularly the achievement of 100% localization in core components by Efort Intelligent Equipment Co., Ltd [1][2] - Efort has transitioned from a subsidiary of Chery Automobile to a leading player in the robotics sector, recognized as a national-level "specialized and innovative" enterprise [1] - The company has made breakthroughs in key components such as servo motors, reducers, and controllers, achieving complete domestic substitution of critical parts [1] Group 2 - The annual demand for robots in China has stabilized between 200,000 to 300,000 units, with the market share of domestic robots increasing from less than 10% to over 55% [2] - Anhui Province has developed a complete ecosystem for robotics, growing from over 10 companies in 2013 to more than 500 by 2024, with an annual output value exceeding 60 billion yuan [2] - The global development of intelligent technology is progressing synchronously, with China demonstrating a significant advantage in rapid application and large-scale implementation [2]

Group 1: Company Overview - ZhiXiang Future, established over two years ago, has quickly become a leader in the global multimodal generative AI innovation sector, boasting a market scale of 10 million global individual users and 40,000 enterprise users [1] - The company successfully completed a Series A financing round of several hundred million RMB, led by Hefei Industrial Investment Group, which included participation from multiple institutions [1][3] - The founder, Mei Tao, likened the AI startup journey to "crossing a no-man's land," highlighting the newness of both technology and market [1] Group 2: Industry Development in Anhui - Anhui province is focusing on developing advanced manufacturing clusters and aims to cultivate a number of unicorn companies valued over $1 billion, while also supporting specialized "little giant" enterprises [3][4] - As of October last year, Anhui's emerging industry guidance fund system had established 124 mother and subsidiary funds with a total paid-in scale of nearly 50 billion RMB, investing in over 400 projects [3] - The province has created a "fund jungle" to provide a comprehensive financial ecosystem for technology-based enterprises throughout their lifecycle [4] Group 3: Innovation and R&D - Wuhu city, where companies like KooWa Technology are located, has seen significant government support for the robotics industry, leading to a clear development path and beneficial policies for enterprises [6][8] - Wuhu's R&D investment accounted for 4.28% of its GDP last year, significantly higher than the national average of 2.68%, with over 90% of this investment coming from enterprises [8] - The aviation industry park in Wanzhi District has attracted nearly 200 companies across the entire industry chain, achieving a local supply rate of 100% for core components of general aviation aircraft [9][11]

Core Insights - Efort Intelligent Equipment Co., Ltd. is experiencing significant growth in the robotics industry, with a projected sales volume of over 16,000 industrial robots in 2024 [1] - Wuhu, Anhui Province, is recognized as the first national-level robotics industry cluster in China, housing over 300 companies across the robotics supply chain [1] - The total output value of the robotics industry in Wuhu is expected to exceed 40 billion yuan in 2024 [1] Company Overview - Efort was established in 2007 and has developed a comprehensive core technology research and development system [1] - The company has achieved 100% autonomy and localization in key core components [1] Industry Context - The robotics industry in Wuhu encompasses a full supply chain, including complete robots, core components, system integration, and industry applications [1] - The growth of the robotics sector in Wuhu reflects the broader trend of increasing automation across various industries such as electronics, photovoltaics, lithium batteries, automotive, and rail transportation [1]