2025年11月21日下午，作为" 2025宝山·智能机器人产业大会暨嘉年华 "重要组成部分的「 核心技术与 零部件主题论坛 」在 上海市 宝山 区 顺利召开。论坛由上海市宝山区人民政府与上海大学共同主办，上 海机器人产业园、机器之心、智慧湾科创园协办，宝山区科技创新开发管理委员会、顾村镇人民政府及上 海大学机电工程与自动化学院联合承办。 本次 论坛 聚焦机器人核心部件与系统级技术的突破与产业化路径，吸引产业链上下游企业、科研机构及 行业专家齐聚一堂，共探机器人 "内核"技术的现在与未来。 线上直播观看人次 数万 ，反响热烈。 坤维（北京）科技有限公司联合创始人兼 CTO袁明论 带来《每一份力量都被看见，机器人力觉传感器技 术产业化》的演讲。他强调，高精度力觉传感是机器人实现细腻操作与交互智能的 "感知基石"，并分享了 其在多场景下的产业化实践。 清能德创电气技术（北京）有限公司副总经理孙磊 聚焦《关节执行器在具身智能产业链中的位置及其发展 方向》，指出关节执行器作为机器人的 "动力关节"，正向高扭矩密度、高响应与智能化方向发展，是具身 智能落地的重要支撑。 上海市宝山区科技创新开发管理委员会副主任赵一霖 进 ...

Core Viewpoint - The automotive sector has shown a positive performance with a weekly increase of 2.46%, outperforming the overall A-share market which rose by 2.01% [1][2]. Market Review - The automotive sector's performance ranked 11th among 31 primary industries, indicating a mid-to-high position [1][2]. - Within the automotive sub-sectors, the best performers were: - Auto parts: +3.17% - Motorcycles and others: +2.28% - Passenger cars: +2.04% - Automotive services: +1.26% - Commercial vehicles: +0.17% [1][2]. - The top five companies in the automotive sector based on weekly performance were: - Chengfei Integration: +34.06% - Wanxiang Qianchao: +29.85% - Mingxin Xuteng: +25.99% - Xiangyang Bearing: +25.84% - Suoao Sensor: +23.49% [2]. - The bottom five companies were: - Zhejiang Rongtai: -9.22% - Jinhongshun: -5.73% - Longsheng Technology: -5.44% - Shanghai Wumao: -4.32% - Lingyun Shares: -4.00% [2]. - Weekly wholesale and retail volumes for passenger cars showed: - Average daily wholesale volume: 201,600 units, up 15% year-on-year - Average daily retail volume: 133,400 units, up 52% year-on-year [2]. Weekly Insights - Geely Auto announced plans to fully acquire Zeekr, enhancing its global competitiveness in the smart electric vehicle sector [3]. - Anhui Zhongding established a joint venture to accelerate its development in humanoid robotics, focusing on force sensors [3][4]. - XPeng's flying car production license application has been accepted, marking a significant step towards mass production by 2026 [4]. - Li Auto's L series has officially commenced nationwide delivery, featuring significant upgrades in safety and driving assistance technologies [5]. Investment Recommendations - Recommended companies in the automotive sector include: - Complete vehicles: BYD, Great Wall Motors, China National Heavy Duty Truck Group, Foton Motor - Auto parts: Huguang Co., Lingyun Co., Yinlun Co., Bertley, Longsheng Technology, Yunyi Electric, Zhejiang Xiantong, Bojun Technology, Doli Technology [6].

Investment Rating - The report suggests a positive investment outlook for the equipment manufacturing industry, particularly in engineering machinery and automotive sectors, indicating a strong market performance [1][2]. Core Insights - The engineering machinery sector shows significant growth, with Q1 2025 revenue increasing by 10.4% year-on-year and profit rising by 30.6%, driven by domestic demand and stable export growth [2]. - The automotive sector's passenger vehicle segment reported a revenue of approximately 2.04 trillion yuan in 2024, a year-on-year increase of 9.8%, with expectations for new energy vehicles to exceed a 50% market penetration in 2025 [2]. - The photovoltaic sector is experiencing declining profitability, while the wind power sector shows signs of improvement, indicating a shift in market dynamics [2]. Market Performance Review - From April 28 to May 9, 2025, the indices for machinery equipment, power equipment, and automotive sectors increased by 5.07%, 3.46%, and 2.55% respectively, ranking them 3rd, 8th, and 12th among 31 primary industries [7][8]. - Specific segments within the machinery equipment sector, such as specialized equipment, saw a rise of 6.12%, while passenger vehicles experienced a slight decline of 0.83% [8]. Industry News and Key Company Announcements - The Indian wind power industry is recovering, with significant order increases for local manufacturers, indicating a positive trend in the sector [17]. - Major companies in the robotics field are securing funding for technology development, highlighting the growing interest and investment in robotics and automation technologies [17][18]. - Recent announcements from companies like Tongwei Co. and Trina Solar indicate challenges in the photovoltaic sector, with significant revenue declines attributed to price drops in the industry [21].