据了解，奋达科技委托清华大学就人形机器人灵巧手、电机电控等关键零部件研发及产业应用项目进行 技术开发的合作也在稳步推进中。公司人士表示，奋达科技展厅中的样机展示即为清华大学交付给公司 的第一代灵巧手，"接下来第二代灵巧手也会陆续完成安装交付"。 奋达科技拥有电声产品、健康电器、智能可穿戴、智能门锁及其他新型智能硬件产品四大产品线。其 中，电声产品及健康电器作为公司比较成熟的两条产品线，公司在该领域的研发投入占比就会相对较 低，"在智能可穿戴产品、智能家居及机器人等相关新产品的研发投入力度则相对较大"。 在产业链方面，奋达科技子公司威尔新动力已为机器人相关领域的多个意向客户就机器人关节电机相关 产品进行研发打样及测试评估；此外，鉴于前期提供的新型电机样机目前已长时间稳定运行，且大幅降 低了能耗，某大型油田企业在此基础上增加了运行台数，未来有望增加更多需求；为某客户提供的机器 狗电机零部件已顺利通过测试并产生小批量订单。 奋达科技（002681）9月18日晚间公告，公司于前一天接待特定对象调研，围绕公司在机器人相关产业 领域的布局进展等话题进行了交流。 奋达科技表示，在产品线方面，公司与客户合作的下棋机器人与桌面 ...

人民财讯9月18日电，奋达科技（002681）9月17日在机构调研时表示，公司与客户合作的下棋机器人与 桌面陪伴机器人等产品目前处于持续稳定出货中，高尔夫球车机器人、网球机器人等项目也在积极推进 中。此外，公司与汤姆猫（300459）、福莱新材（605488）已签署战略合作协议，未来将在消费级AI 智能陪伴机器人领域开展深度合作；同时公司与北京某头部机器人企业已建立初步合作意向，未来双方 将围绕机器人整机生产制造开展合作。 ...

证券代码：002681 证券简称：奋达科技 深圳市奋达科技股份有限公司 投资者关系活动记录 编号：20250917 领域的发展前景，未来我也会投入更多时间关注，希望打造成 公司的"第二增长曲线"。 Q5：公司在研发方面的投入情况如何？又是如何分配 的？ A：公司拥有电声产品、健康电器、智能可穿戴、智能门 锁及其他新型智能硬件产品四大产品线，每条产品线都有各自 的技术中心，公司会根据不同产品线及研发阶段对研发费用进 行使用规划。电声产品及健康电器作为公司比较成熟的两条产 品线，公司在该领域的研发投入占比就会相对较低，在智能可 穿戴产品、智能家居及机器人等相关新产品的研发投入力度则 相对较大。 | | √特定对象调研 □分析师会议 | | | --- | --- | --- | | | □媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 （请文字说明其他活动内容） 投研会：陈海涛 红方资产：张华 | | | | 鑫顺资本：薛克昌 南杰利私募基金：林小峰 | | | 参与单位名称及 | 安邦融资产管理：冯晖 均源泰：蔡敏玉 | ...

Core Viewpoint - The article discusses the emerging opportunities and trends in the AI industry, particularly focusing on the potential of startups and innovations in various verticals of AI technology, highlighting the shift towards specialized applications and the importance of foundational technologies in driving future growth [3][4][24]. Group 1: AI Industry Trends - The current wave of AI is characterized as a "young people's era," with startups leveraging AI-native thinking to drive innovation [4]. - Future opportunities in AI are identified in three areas: breakthroughs in algorithm limitations, real-world interactions, and AI safety [4]. - The underground exhibition area showcases startups that are developing practical AI applications, contrasting with the more flashy displays in other sections [3][4]. Group 2: Startup Innovations - Companies like 共绩算力 are addressing the demand for flexible computing power by creating a platform that shares idle computing resources, akin to an "Airbnb for computing" [6][7]. - The AI training process is likened to a chef experimenting with ingredients, emphasizing the high resource consumption and the need for efficient computing solutions [8][9]. - Startups such as AKool and 医者AI are focusing on specific verticals, with AKool generating over $40 million in annual recurring revenue and targeting both consumer and business markets [20]. Group 3: Investment Landscape - Investors are increasingly interested in vertical AI applications, moving away from general-purpose AI products to more specialized solutions [19][24]. - The article notes a growing consensus among investors to explore vertical AI opportunities, particularly in sectors like healthcare and education [19][24]. - The emergence of companies like RWKV, which aims to innovate beyond the Transformer architecture, highlights the ongoing evolution in AI model development [14][15]. Group 4: Future Outlook - The article suggests that the current landscape of AI startups is dynamic, with many companies rapidly iterating on their products and seeking to educate both clients and investors about their innovations [24]. - The potential for significant transformation in the AI sector is acknowledged, with the possibility that many current projects may evolve or cease to exist as technology and market conditions change [24]. - The narrative emphasizes the importance of independent thinking and innovation in shaping a better future for the AI industry [25].

Group 1: Event Overview - The "2025 Shanghai Elderly Expo" was held from June 11 to 13, focusing on the theme "Technology Empowering Silver-haired Life" with six major exhibition areas [1] - The expo featured nearly 500 companies from 16 countries and regions, covering an exhibition area of 50,000 square meters [1] - The total attendance reached nearly 80,000, marking a nearly 40% increase from the previous year, setting a historical record [1] Group 2: Emerging Technologies in Elderly Care - The expo showcased various "black technologies" in elderly care, including rehabilitation robots, nursing robots, and companion robots, which are the three main categories of elderly care robots currently on the market [2] - According to a report, the market size for elderly care robots in China is expected to reach approximately 7.9 billion yuan in 2024, with a projected compound annual growth rate of around 15%, potentially reaching 15.9 billion yuan by 2029 [2] - A smart elderly care robot was presented, designed to ensure home safety, provide companionship, and facilitate communication between elderly individuals and their children [2] Group 3: Specific Innovations and Applications - A humanoid robot showcased by MediTech focuses on elderly care, capable of performing simple tasks and simulating the voice of children to provide companionship [3] - CloTlab introduced a desktop companion robot that can recognize emotions and aims to replicate the voice of grandchildren, enhancing emotional support for the elderly [3] - Exoskeleton robots are gaining popularity in rehabilitation, with companies like Aibu Technology and Youlong Robotics presenting products aimed at assisting elderly individuals with mobility issues [4][5] Group 4: Government Support and Policy - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs issued a notice to promote intelligent elderly care service robots, focusing on various application scenarios such as home, community, and institutional care [6] - The initiative aims to address user pain points in existing products, enhancing safety, reliability, usability, and service capabilities through practical application trials [6]