MIF历经三十年发展，已成为亚太地区最具影响力的国际性经贸盛会之一。本届展会以"招商全球·商聚 澳门"为主题，汇聚了来自40余个国家和地区的500余家企业与机构，覆盖科技、健康、文旅、贸易等重 点领域，通过高效资源整合与多元活动设置，为海内外参展商搭建了高质量的投资贸易合作平台。未 来，商务部投资促进事务局与澳门招商投资促进局将探讨进一步深化合作，持续助力内地机器人企 业"走出去"，共同推动智能机器人产业与澳门国际化平台资源深度融合。 展会期间，机器人产业展馆吸引了众多境内外产业园区、商贸团组及专业观众驻足交流。参展企业通过 参与专题论坛、配对洽谈、新品发布等多元化活动，与境内外采购商、投资者及产业链伙伴积极对接， 提升了品牌影响力，拓展了海外市场渠道，收获了丰富的合作意向与潜在商机。 2025年10月22日至25日，商务部投资促进事务局机器人产业投资促进工作委员会（RIC）组织优必选、 大象安泰科技（000969）、快捷智能科技、领鹊科技、苏州柔电等一批智能机器人产业链企业，集体亮 相第三十届澳门国际贸易投资展览会（MIF），助力MIF首次设立机器人产业展馆。此次参展的机器人 展品涵盖服务机器人、人形机器人 ...

10月29日，2025广东国际机器人及智能装备发展大会（下称"广智会"）在东莞厚街镇的广东现代国际展 览中心开幕。会上，广东省具身智能机器人供应链产业联盟宣布成立。 本次大会以"智造高地 智领未来"为主题，活动旨在为国内外顶尖企业搭建机器人及智能装备领域的合 作交流平台，让其展示机器人及智能装备方面的最新技术、最好成果，让广大的企业抢抓智能机器人赛 道的战略机遇，助力广东省打造智能机器人产业创新高地，在智能制造领域抢占先机、引领发展。 开幕式上，东莞市委常委、副市长刘光滨代表主办方，向莅临大会的嘉宾表示热烈欢迎。刘光滨表示， 东莞作为"世界工厂"，年来持续深耕机器人及智能装备产业，已形成从核心零部件到整机制造、从技术 研发到场景应用的完整产业链。借广智会的机会，邀请来宾到东莞多走一走、多看一看，实地领略"世 界工厂"向"智造高地"跃升的制造之美。 广东省工业和信息化厅副厅长陈磊指出，广东省将持续出台相关政策，加大对人工智能与机器人产业的 扶持力度。陈磊表示，广东省将通过完善产业布局、支持技术创新、培育优势企业等一系列举措，推动 智能机器人产业实现高质量发展，致力于将广东打造成为全球重要的智能机器人产业高地。 ...

兆丰股份目前处于投资和产业合作逻辑逐步兑现的起点，尽管过去表现出色， 但未来仍有很大的增长空间。今年年底预计有望实现 50%的增长空间，明年则 有更多的增长潜力。具体来看，公司未来的主要驱动力包括以下几个方面： 1. 业绩支撑：公司的业绩不仅包括主业经营，还涵盖投资收益和外延扩展 带来的收益。今年（2025 年）预计利润在 1.5 至 2 亿之间，明年 （2026 年）则可能达到 2 亿左右。此外，公司在投资方面具有独特优 势。例如，公司持有奇瑞 0.4%至 0.5%的股份，根据奇瑞目前估值，这 部分市值约为七八亿到八九亿元，而公司的成本很低，因此这笔投资带 来了数亿元的利润。其他如云深处、乐聚、银河通用、新石器等优质公 司也在 IPO 流程中，每年将稳定带来数亿元利润。 2. 产业化布局：公司在机器人业务方面采用与机器人公司绑定共同开发模 式，例如与乐聚深度合作，共同开发核心零部件。乐聚已完成股改并进 入 IPO 流程，预计明年上半年会有进展。兆丰作为核心供应链，将从中 受益。此外，公司还投了开普勒和德国 Neuro Romatics，并在杭州萧 山区注册子公司，这些布局都将逐步兑现成果。 3. 并购与新技 ...

近期上海证券交易所公布了第三届科技创新咨询委员会委员候选人名单。南都N视频记者获悉，智元机器人联合 创始人兼CTO彭志辉，宇树科技创始人、CEO兼CTO王兴兴，银河通用创始人兼CTO王鹤，强脑科技创始人兼 CEO韩璧丞等知名机器人或AI科技公司高管在列。 据悉，上交所根据《上海证券交易所科技创新咨询委员会工作规则》，上海证券交易所启动了科技创新咨询委员 会（以下简称咨询委）换届工作。经相关单位推荐、履行相关程序，形成第三届咨询委委员候选人名单并进行公 示，公示期为5个工作日。 根据公示名单，新一届科技创新咨询委员会委员候选人共有60人，有来自国家部委机关、高校、研究院的人士， 也有来自上市公司、非上市科技公司方面的高管，还有来自投资机构的高管。 中微公司（688012.SH）董事长兼总经理尹志尧，恒瑞医药（600276.SH）董事、执行副总裁张连山，北京百度网 讯科技有限公司首席技术官王海峰等，第一届和第二届均为委员，第三届继续被聘任。 | 序号 | 姓名 | 工作单位 | 职务 | | --- | --- | --- | --- | | 29 | 何小龙 | 华润微电子有限公司 | 党委书记、董事长 | | ...

Group 1 - The company signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute, which is a non-binding agreement focused on collaborative research and development in the robotics sector [1][2] - The agreement aims to leverage the company's core advantages in mold development, precision machining, and heat treatment to strategically extend into the core components of robotics [3] - The Hart Research Institute is a high-level research institution established to meet local robotics industry development needs and does not have any affiliation with the company [2] Group 2 - The cooperation agreement was signed on September 3, 2025, in Hangzhou, and does not require board or shareholder approval as it does not involve related transactions or constitute a major asset restructuring [2] - The research collaboration is expected to enhance the company's R&D capabilities and strengthen its core competitiveness, aligning with the long-term development strategy and benefiting all shareholders [3] Group 3 - The framework agreement includes provisions for the management structure of the research collaboration, ensuring that any intellectual property rights obtained during the research will belong to the company [2]

Group 1: Share Buybacks - SF Holding conducted its first share buyback on September 3, 2025, repurchasing 1.185 million A-shares for a total amount of 49.78 million yuan, accounting for 0.02% of the total share capital, with an average price of 42.01 yuan per share [1] - Taiji Group repurchased 448,800 shares on the same day, representing 0.08% of its total share capital, with a total expenditure of 9.9185 million yuan and a price range of 22.01 to 22.28 yuan per share [2] - New Zhonggang repurchased 601,300 shares, which is 0.15% of its total share capital, for a total of approximately 5.26 million yuan, with prices ranging from 8.69 to 8.81 yuan per share [3] Group 2: Strategic Partnerships and Agreements - Tieliu Co. signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute to enhance its capabilities in robot key component design and manufacturing [4] - The company aims to leverage its core advantages in mold development and precision processing to extend its strategic reach into the core components of robotics [4] Group 3: Stock Trading and Suspensions - Tianpu Co. will suspend trading from September 4, 2025, due to multiple instances of abnormal stock price fluctuations from August 22 to September 3, 2025 [5] - The company is conducting a review to protect investor interests in light of these trading anomalies [5] Group 4: Shareholder Changes - Hangzhou High-tech's controlling shareholder has changed to Beijing Jirong Weiye Energy Technology Co., which now holds 19.03% of the company's total shares [7] Group 5: Contracts and Financial Impacts - Robotech's subsidiary signed a significant contract worth approximately 9.465 million euros, which is expected to have a positive impact on the company's financial performance [8] - Jiashun Feihong secured a contract worth about 5.8416 million USD for upgrading South Africa's core railway network, marking a milestone in its overseas projects [9]

Investment Rating - The report maintains an "Accumulate" rating for the company, indicating a positive outlook for the stock over the next 6 to 12 months [2]. Core Views - The report highlights that the company is experiencing a phase of recovery in performance, driven by a resurgence in demand and the contribution from emerging businesses, particularly in the energy storage sector [4][5]. - The company achieved a revenue of 2 billion yuan in the first half of 2025, reflecting a year-on-year decline of 24.2%, but showed signs of recovery with a 3.9% increase in Q2 revenue [4]. - The gross margin improved in Q2, reaching 22.75%, attributed to business structure optimization and increased revenue from overseas clients [4][7]. Summary by Sections Financial Performance - The company reported a revenue of 4,834 million yuan for 2023, with a projected decline to 4,409 million yuan in 2024, followed by a recovery to 5,140 million yuan in 2025 [2]. - The net profit attributable to the parent company is forecasted to decrease from 714 million yuan in 2023 to 416 million yuan in 2024, before rebounding to 505 million yuan in 2025 [2]. - The earnings per share (EPS) is expected to rise from 0.44 yuan in 2024 to 0.53 yuan in 2025 [2]. Business Development - The company is expanding its new business segments, including energy storage, robotics, and magnesium alloy applications, which are expected to drive future growth [5][6]. - In the energy storage sector, the company has secured partnerships with several global system integrators, enhancing its market position [6]. - The robotics division focuses on core components and has established deep collaborations with leading robotics firms, securing multiple project approvals [6]. Global Strategy - The company is advancing its globalization strategy with the operational launch of its Mexico factory and the commencement of construction for its Thailand facility [7]. - The Mexico facility is expected to enhance production capacity and local operational efficiency, while the Thailand base will cater to the growing Southeast Asian market for new energy vehicles and high-end manufacturing [7].

Group 1 - The company, Zhongding Co., Ltd. (stock code: 000887), announced on August 25 that it has developed core components for robots and their supporting production [1]

Core Viewpoint - The company has announced the establishment of a wholly-owned subsidiary focused on the design and production of robotic bodies, aiming to enhance its existing business operations in various sectors including hospitality, dining, cultural tourism, and entertainment [1] Group 1: Subsidiary Establishment - The new subsidiary will concentrate on the research, development, production, and sales of core components such as motion control systems, intelligent perception and algorithms, dexterous manipulators, and modular joints [1] - The goal is to create versatile robots that are characterized by high precision, flexibility, and adaptability across multiple scenarios [1] Group 2: Integration and Collaboration - The subsidiary will collaborate with the company's existing operations to expand development opportunities and attract more talent, thereby laying a solid foundation for the company's long-term growth [1] - The establishment of the subsidiary is expected to accelerate the research and application of new technologies while forming effective synergies with current business activities [1]

Core Viewpoint - The strategic cooperation agreement between Chuan Robotics and Huarui Precision aims to enhance market share and application of robotic core components in manufacturing through resource sharing and technological integration [2][3]. Group 1: Strategic Cooperation Agreement - Chuan Robotics and Huarui Precision signed a strategic cooperation agreement to leverage their strengths and share market resources [2]. - The agreement focuses on improving the processing technology of robotic core components and promoting their application in manufacturing enterprises [2]. - Both companies will establish a special working group to detail cooperation content and ensure the strategic implementation through regular technical exchanges [2]. Group 2: Roles and Responsibilities - Huarui Precision will develop various precision cutting tools and prioritize the use of Chuan Robotics' robots under equal conditions [3]. - Chuan Robotics will provide demand for typical robotic parts and applications in the tool manufacturing industry [3]. - Both companies will share market information and customer resources to jointly explore new markets [3]. Group 3: Company Background and Future Plans - Huarui Precision is a well-known manufacturer of hard alloy cutting tools, focusing on research and development in aerospace and robotics sectors [3]. - Chuan Robotics, established in 2012, is preparing to list on the Sci-Tech Innovation Board and specializes in humanoid robots, collaborative robots, and core robotic components [4]. - The company aims to build a product layout centered on humanoid robots and supporting technologies like harmonic reducers and ultra-lightweight collaborative robots [4]. Group 4: Previous Collaborations - Chuan Robotics has previously signed strategic cooperation agreements with other A-share listed companies to promote automation manufacturing and enhance market share [4].