8月8日，苏州工业园区一家光学企业的总工程师走进吴江开发区的久富农机董事长徐正华的办公 室，双方就机器人的视觉产品展开洽谈，会谈务实且有效，共赢前景清晰而广阔。 近几个月来，在久富农机，这样的高层对接格外频繁。起因就在于今年4月21日，吴江区工信局主 办的农机装备产业链供需对接活动在久富农机举办——如同一场精准的"技术相亲"，这场供需对接，让 区内外农机装备产业链企业进行了供给和需求的高效匹配。 "过去是广撒网，现在是精准对接。"徐正华的感慨，道出了政府搭建精准对接平台的意义和价值。 既解企业眼前之需，又筑产业长远之基。 "2个多小时的交流，不仅让童装企业精准捕捉到面料创新方向与供应链响应节奏，也让面料企业了 解了童装在功能性、环保性、设计感上的核心诉求。"李小美说，品牌方对"抗菌+防晒"复合功能面料的 今年以来，围绕"智汇万企 链在吴江"的服务品牌，吴江工信局已连续举办了43场产业链对接活 动，不仅让企业快速找到产业伙伴、应用场景与解决方案，更在"即时合作"之外，让吴江的产业链在精 准协同中不断强健。 解眼前之需，高规格搭建产业对接大平台 在当今经济发展格局中，产业链的完备性与协同性已成为区域竞争力的关键所 ...

证券日报网讯联创电子8月22日在互动平台回答投资者提问时表示，机器人视觉市场是公司高度关注的 领域，也是车载后最大的光学市场之一，公司将持续保持在该领域的投入。 （文章来源：证券日报） ...

Summary of Conference Call Records Industry and Companies Involved - **Industry**: Robotics and Automotive Components - **Companies**: 隆盛科技 (Longsheng Technology), 豪能股份 (Haoneng Co.), 美湖股份 (Meihu Co.), 湘油泵 (Xiang Oil Pump), 英伟达 (NVIDIA), 富士康 (Foxconn), 女娲机器人 (Nüwa Robotics) Key Points and Arguments 1. **Robotics Development Approaches**: - Tesla focuses on universal solutions based on first principles, requiring significant investment and long iteration cycles. In contrast, domestic companies prioritize vertical applications in specific scenarios, leading to faster implementation [1][3][5] 2. **Longsheng Technology's Strategic Moves**: - Longsheng Technology enhanced its financial strength and customer resource synergy through the acquisition of 威汉智能 (Weihan Intelligent). The company is actively engaging with clients to advance production in various scales [1][6][7] 3. **Haoneng Co.'s Market Position**: - Haoneng Co. leads in synchronizer business and benefits from the rapid growth of the new energy vehicle market. Its planetary gear business has advantages in cost and impact resistance, with strong order and customer development [1][9] 4. **Meihu Co.'s Forward-Looking Initiatives**: - Meihu Co. is actively investing in elder care robots and exoskeletons, showcasing strong growth potential. The company has partnered with NVIDIA to enhance its competitiveness in the robotics sector [1][4][13][17] 5. **Xiang Oil Pump's Diversification**: - Xiang Oil Pump maintains a solid market position in traditional oil pumps while expanding into humanoid robotics, focusing on harmonic drive systems for joint assemblies [1][11] 6. **NVIDIA's Role in Robotics**: - NVIDIA accelerates AI training and iteration through a virtual simulation platform, collaborating with Foxconn to enhance production efficiency and technological innovation [1][12][20] 7. **Market Volatility in Automotive Components**: - The automotive components sector has experienced significant fluctuations due to North American rumors, but fundamentally strong companies like Longsheng Technology, Haoneng Co., and Meihu Co. remain valuable long-term investments [2][14][21] 8. **Longsheng Technology's Product Development**: - Longsheng Technology is refining its third-generation dexterous hand, which is crucial for task execution. The company is also expanding its motor core business, with expectations of increased value as it transitions to semi-finished products [1][8][15] 9. **Haoneng Co.'s Growth Strategy**: - Haoneng Co. has a three-tier growth strategy, with its traditional synchronizer business as the foundation, rapid growth in the differential gear sector, and a focus on planetary gear products for humanoid robots [1][9][10] 10. **Meihu Co.'s Market Engagement**: - Meihu Co. is expanding its market presence by engaging with leading clients in regions like Southwest China and South China, enhancing its competitive edge [1][13][16] Other Important but Overlooked Content - The vertical application model of domestic companies allows for quicker implementation and adaptation within the supply chain [5] - The importance of intelligent control in robotics, which may overshadow differences in mechanical transmission capabilities [18] - The potential for significant opportunities within the domestic supply chain, particularly in tools and various application scenarios [21]