常州：新能源产业规模突破万亿元 为促进长三角产业协作与科创协同，智通财经旗下智库澎湃研究所推出"浪尖计划"。作为"浪尖计划"的 子项目之一，《浪尖周报：长三角产业动态》聚焦长三角十大万亿GDP城市最新产业动态，精选130条9 城主要报刊一周（2026年1月26日-2026年2月1日）的重要新闻与领导活动资讯，呈现产业政策动向与发 展趋势。 《浪尖周报》第60期，将于2月2日发布，结合各城市产业发展重点，精选出以下内容： 产业头条： 苏州：启动2026年"百团千企"出海行动 宁波：浙江人形机器人创新中心再获4.5亿元融资 无锡：携手智平方推进通用机器人生产基地落地 南通：先正达新厂投产，聚焦高端植保制剂 温州：新能源规上工业增加值突破458亿元 产业动态： 上海：全球首条机器人关节自动化产线在浦东投产 南京：雨花台区成立江苏首个人工智能发展局 杭州：高新区（滨江）人工智能制造业产值近480亿元 合肥：2025年实际使用外资同比增86.4% 如您希望订阅《浪尖周报》，请填写【问卷】或扫描海报二维码完成订阅。订阅成功后，每周将通过邮 件为您推送最新产业动态。 ...

每经记者｜杨建 每经编辑｜肖芮冬 ｜2026年1月26日 星期一｜ NO.1 中科宇航完成IPO辅导，5家运载火箭核心企业悉数入局 1月24日，商业航天龙头中科宇航已完成IPO辅导，该公司于1月16日进入辅导验收流程，其IPO辅导机 构为国泰海通证券。1月22日电，据上交所官网显示，蓝箭航天空间科技股份有限公司IPO审核状态变 更为已问询。近日，星河动力、星际荣耀、天兵科技3家商业航天企业更新了上市辅导进展，5家主营运 载火箭的核心企业已悉数入局，向"商业航天第一股"发起冲刺。 NO.2 蓝箭航天朱雀三号总设计师张晓东：力争今年实现火箭的返回与部分再次飞行 1月23日，在北京国际商业航天展览会商业航天产教融合新生态论坛上，蓝箭航天朱雀三号总设计师张 晓东表示，朱雀三号火箭未来要瞄准高频次的重复使用，第一步要固化回收技术，力争今年实现火箭的 返回，并且实现部分再次飞行；第二步是转入批产的运营，依托酒泉两个工位和无锡、嘉兴两座总装厂 房，形成年产30发，年发保底20发、力争30发的生产和发射能力，支撑我国低轨互联网星座快速组网； 第三步是开展朱雀三号甲的研制，并行启动海上平台、返场、塔架等多种回收模式探索，同步换 ...

Investment Rating - The report indicates a positive investment outlook for the humanoid robotics industry, highlighting 2026 as a pivotal year for the commercialization and mass production of humanoid robots [3]. Core Insights - The industry is experiencing accelerated growth, with significant developments such as OpenAI establishing a humanoid robotics research institute and Tesla planning to launch consumer sales by 2027 [1]. - Recent patent approvals for humanoid robot designs by Yushun Technology signal a focus on modular and scalable designs suitable for various applications, including industrial production and space exploration [1][22]. - Partnerships, such as the agreement between UBTECH and Airbus for the deployment of humanoid robots in high-precision manufacturing environments, illustrate the expanding application of robotics in diverse sectors [1][21]. Summary by Sections Industry Dynamics - The report notes a shift from policy guidance to commercial implementation, fostering long-term growth in the embodied intelligence sector [8]. - Key events include the establishment of a provincial humanoid robot training ground in Jinan, aiming for an industry scale of 80 billion yuan by 2026 [9][11]. Core Components - Yiyou Technology has launched its first automated production line for robot joints, increasing annual capacity to 100,000 units, with future upgrades expected to raise this to 150,000 units [2]. - Li Auto is actively recruiting talent to restart its humanoid robot development, indicating a strategic focus on comprehensive R&D in this field [2]. Investment Recommendations - The report emphasizes 2026 as a critical year for the humanoid robotics sector, with expectations for significant production increases and the emergence of a competitive landscape [3]. - Key areas of focus include the convergence of Tesla's supply chain, advancements in electric drive technologies, and opportunities within international supply chains involving major tech companies [3]. Important Industry Events - The report highlights several significant events, including the launch of a humanoid robot training ground in Jinan and the establishment of a robot trading center in Chengdu, aimed at promoting innovation and application in the robotics sector [4][10].

Group 1 - The core point of the article is that Yiyou Technology has launched the world's first automated production line for robotic joints in Pudong, marking a significant leap from technology research to large-scale manufacturing, which will accelerate the mass application of humanoid robots [1] - This automated production line is designed to cover the entire manufacturing process of joint modules, integrating precision assembly, automatic calibration, and performance testing, achieving full-process automated production from parts to finished joint modules [1] Group 2 - The current annual production capacity of the line is 100,000 units, with planned expansions set to increase total capacity to 300,000 units, providing unprecedented capacity assurance for downstream complete machine enterprises [2]

来源：光大证券微资讯 3、白宫表示："我想说美联储主席候选人已经缩减到三位，不对，是两位。而且我或许可以告诉你，在 我心里可能已经只剩下一位了。"他希望选定的美联储主席能像前主席艾伦·格林斯潘那样。里克·里德和 凯文·沃什都是不错的人选。关于凯文·哈塞特，他称"实际上我更想让他留在目前的位置上。" 4、据最新数据，今年前20天，号称全球经济"金丝雀"的韩国出口半导体总金额达107.3亿美元（约合人 民币747亿元），同比大幅增长超70%。这预示着，在AI浪潮下，全球半导体需求仍非常强劲。受此影 响，存储芯片巨头三星电子股价直线拉升，21日盘中一度大涨超3%。此前，美股存储芯片概念股全线 飙涨。 5、1月21日，日本第二大银行三井住友金融集团全球市场负责人表示，由于海外回报吸引力减弱，该银 行的重点已果断回归日本债券。这意味着，其他国家的资产可能会承受较大的压力。花旗警告，风险平 价基金可能需要出售多达其当前风险部位三分之一的资产，光是在美国就可能引发高达1300亿美元的债 券抛售。 股市动态 热点聚焦 HOT 1、随着白宫排除武力夺取格陵兰可能性以及取消对欧洲加征关税，隔夜，美股三大指数集体收涨，道 指涨1. ...

Core Insights - The article discusses the launch of the first automated production line for robotic joints by Yiyou Technology in Zhangjiang, Shanghai, aimed at meeting the growing demand for robotic joints and reducing costs for humanoid robots [3][4]. Group 1: Company Overview - Yiyou Technology is a supplier for Zhiyuan Innovation and has an annual production capacity of 300,000 robotic joints across its facilities in Wuxi and Zhangjiang [3]. - The newly launched production line is designed to initially produce 100,000 joints per year, with plans to upgrade capacity to 150,000 joints [4]. Group 2: Market Demand and Growth - The global humanoid robot market is projected to exceed $2 billion by 2027, with a compound annual growth rate (CAGR) of 154% from 2024 to 2027 [4]. - The demand for robotic joints is currently outpacing supply, driven by the rapid growth of the robotics industry [4]. Group 3: Production and Technology - The automated production line encompasses assembly, testing, standardization, and quality inspection, addressing consistency issues in joint products and ensuring high precision and stability for humanoid robots [4]. - The application of GaN and other compound semiconductor materials is expected to facilitate the miniaturization and efficiency of robotic joints [5]. Group 4: Future Outlook - By 2026, humanoid robots are expected to enter mass production, with anticipated output exceeding 50,000 units [5]. - Stable customer orders and the demand for humanoid robots are driving technological advancements and overcoming production bottlenecks in upstream components [4].

意优科技是智元创新（上海）科技股份有限公司（下称"智元"）的供应商之一，在江苏无锡、上海张江 的机器人关节年产能共30万台。基于人形机器人的需求爆发，意优科技在张江建设其首条（也是当地首 条）机器人关节自动化生产线，初步设计年产能10万台关节，后续升级后年产能15万台。 一体化关节作为机器人动力系统与运动控制的核心部件，其精度、稳定性直接决定机器人性能，其成本 更是占据了人形机器人的近半"身价"。 1月21日，上海意优智控科技有限公司（下称"意优科技"）首条机器人关节自动化生产线在上海张江机 器人谷投产，将有助于满足机器人关节不断增长的需求，并降低机器人关节的成本，为人形机器人大规 模量产按下"加速键"。 （文章来源：第一财经） 高工机器人研究所所长蔡炳贞向第一财经记者分析说，机器人关节的发展还面临多重挑战，在小型化的 同时，要扭矩密度大、寿命长、耐磨、散热好。意优科技早在2024年10月份就已成为智元A2系列的定 点量产供应商。下游稳定的客户订单和人形机器人落地需求，促进了上游零部件的技术攻坚，以及规模 化量产瓶颈的突破。 "工业自动化场景的机器人关节需求量较大。"意优科技市场经理彭君向记者说，2026年人 ...

Group 1 - The core viewpoint is that humanoid robots are expected to enter mass production by 2026, with small size, high energy efficiency, lightweight, and cost-effectiveness being essential for the development of robotic joints [1][5]. - Shanghai Yiyou Intelligent Control Technology Co., Ltd. has launched its first automated production line for robotic joints in Zhangjiang Robot Valley, which will help meet the growing demand for robotic joints and reduce costs, accelerating the mass production of humanoid robots [3][4]. - Yiyou Technology's annual production capacity for robotic joints is 300,000 units, with an initial design capacity of 100,000 units for the new automated line, which can be upgraded to 150,000 units [3][4]. Group 2 - The global humanoid robot market is projected to exceed $2 billion by 2027, with a compound annual growth rate of 154% from 2024 to 2027 [3]. - The automated production line integrates assembly, testing, standardization, and quality inspection, addressing consistency issues and ensuring high precision and stability for humanoid robots [4]. - The demand for robotic joints in industrial automation is significant, with an expected production of over 50,000 units of humanoid robots in 2026 [5].

Core Viewpoint - The humanoid robot sector in the A-share market is experiencing significant growth, with multiple companies showing strong stock performance and advancements in technology related to humanoid robots. Group 1: Company Highlights - Daye Co., Ltd. (大业股份) reported a stock price of 15.49 CNY, with a daily increase of +10.01%. The company is in the market research and development phase for its humanoid robot dexterous hand using special steel wire technology, which may be applied to the robot's joint traction lines [1]. - Tianqi Co., Ltd. (天奇股份) has a stock price of 23.63 CNY, up by +10.00%. The company is collaborating deeply with UBTECH Robotics to provide AI-enabled and embodied intelligence solutions for humanoid robots, promoting their application in industrial scenarios [2]. - Wuzhou Xinchun (五洲新春) has a stock price of 22.19 CNY, with a daily increase of +9.99%. The company is a core supplier of bearings and ball screws for humanoid robots, having begun mass supply of RV and harmonic reducer bearings and received orders for planetary roller screws [3]. - Boke Co., Ltd. (步科股份) reported a stock price of 145.99 CNY, with a significant increase of +20.00%. The company provides core solutions for humanoid robot joint drives, developing high torque density motors [4]. - Sanhua Intelligent Control (三花智控) has a stock price of 35.69 CNY, up by +10.03%. The company is engaged in ongoing R&D in the field of electromechanical actuators for robots and is a potential core supplier of rotary and linear actuators [5]. - Haichang New Materials (海昌新材) reported a stock price of 30.98 CNY, with a daily increase of +19.98%. The company specializes in powder metallurgy parts for robot joints and is focusing on products related to humanoid robot dexterous hands through its subsidiary [6]. - Zhejiang Rongtai (浙江荣泰) has a stock price of 117.81 CNY, up by +10.00%. The company supplies mica insulation components for Tesla vehicles, with its insulation material technology expected to extend to thermal protection and insulation for humanoid robot motors and batteries [7]. - Henggong Precision (恒工精密) reported a stock price of 98.09 CNY, with a daily increase of +13.11%. The company focuses on precision machining parts, with its "one-piece flow" core components applicable to robot joints [8]. - Green Harmonic (绿的谐波) has a stock price of 191.10 CNY, up by +9.19%. The company is a leader in harmonic reducers, with products being core components for robot rotary joints and is actively developing new types of reducers for humanoid robots [9]. - Anpeilong (安培龙) reported a stock price of 137.30 CNY, with a daily increase of +10.95%. The company is a leading domestic pressure sensor manufacturer, with MEMS pressure sensors and infrared sensors applicable for robot environmental perception and interaction [10].

Market Overview - Victory Energy (001331) has achieved an 8-day consecutive limit-up, while Luyuan Pharmaceutical (002788) has seen a 5-day consecutive limit-up. Other notable stocks include Jiamei Packaging (002969) with 6 limit-ups in 8 days and Shenjian Co. (002361) with 4 consecutive limit-ups [1] - The market experienced a pullback after a rise, with the ChiNext Index rising over 1% during the day. The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1] - Nearly 3,900 stocks in the market declined, while sectors such as photolithography machines, batteries, and the Hainan Free Trade Zone saw significant gains [1] Industry Highlights - The lithium battery sector was boosted by a renewed price surge in the supply chain, with companies like Tianji Shares (002759) and Duofluoride (002407) hitting the daily limit. Lithium mining stocks such as Dazhong Mining (001203) and Tianhua New Energy (300390) saw increases of over 10% [1] Company News - Ningbo Huaxiang (002048) announced that its subsidiary, Huaxiang Qiyuan, signed a contract to produce robot joints for a leading domestic manufacturer, which is expected to enhance its competitive advantage in the smart robot components market [2] - Victory Energy (001331) clarified that it does not engage in robot-related business and has no plans for asset restructuring in the next 12 months. The company has seen a cumulative stock increase of 114.44% over the past 8 trading days [2] - *ST Xinyan (300159) will resume trading on December 24, 2025, after completing a capital increase plan that will raise its total share capital from 1.496 billion shares to 3.29 billion shares through a 10-for-12 bonus share issuance [3]