（编辑 丛可心） 证券日报网讯 1月7日，海伦哲在互动平台回答投资者提问时表示，及安盾气溶胶系统可以运用到格拉 曼消防车、消防机器人装备中，进行有效结合。及安盾公司是全球储能消防领域的头部企业，与百年消 防老店格拉曼存在行业细分领域差异，交易完成后，双方将在技术、产品、市场及供应链上深度协同， 整合上海格拉曼的消防车辆、机器人制造能力及安盾的气体灭火技术，可共同开发涵盖预警、灭火、消 防车辆的一体化系统解决方案，服务于电力、军工、储能电站等大型项目。 ...

Group 1: Project Overview - The "Mars Science City" project is set to begin construction in the second half of 2026, with a total planned area of 62 acres, including 90,000 square meters of above-ground space and 100,000 square meters underground, aiming for trial operations in 2028 and official opening in 2029 [2] - The project will leverage resources from Tsinghua University and the Chinese Academy of Sciences, creating a high-quality, differentiated cultural tourism ecosystem in Beijing's sub-center [2] Group 2: Educational and Entertainment Aspects - "Mars Science City" will integrate cutting-edge technologies such as aerospace, artificial intelligence, and robotics into its narrative, allowing visitors to engage in a storyline focused on survival, exploration, and construction on Mars [2] - The project aims to become a second classroom for youth and a family-friendly science leisure destination, enhancing public scientific literacy through immersive experiences and interactive activities [2] Group 3: Urban Development and Infrastructure - During the "14th Five-Year Plan" period, the sub-center will continue to strengthen its core strategic tasks, including the relocation of eight state-owned enterprises and the completion of educational institutions like Tsinghua University's financial development base [3] - The sub-center will establish a modern, high-quality comprehensive transportation network, with the completion of the M101 line and the northern extension of the Yizhuang line, enhancing accessibility [3] Group 4: Healthcare Development - The number of tertiary medical institutions in the Beijing urban sub-center has reached eight, with ongoing improvements in the grassroots medical network [6] - There are ongoing efforts to address challenges in cardiovascular disease prevention and treatment, including the establishment of a quality control network for community health services [6]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese marine special robot industry is evolving towards a more intelligent, collaborative, and efficient phase, driven by technological breakthroughs and policy incentives, aiming to establish a comprehensive rescue system that significantly enhances public safety [43][45] - The industry is characterized by a three-tier structure of participants: research institutions, system integrators, and innovative enterprises, with applications expanding from national strategic areas to industrial and civilian markets [5][8] - The report highlights the importance of AI-driven technologies, new energy systems, and deep-sea communication breakthroughs as key factors for the industry's future development [36][37] Summary by Sections Marine Special Robots - The marine special robot industry is defined as a strategic emerging industry that utilizes intelligent, unmanned, and collaborative technologies to perform underwater operations, including deep-sea exploration, resource development, and safety assurance [6][7] - The industry can be categorized by robot type (AUVs, ROVs, ARVs) and application scenarios (general-purpose robots, resource development robots, safety assurance robots, scientific research robots) [7][8] - Key players include China Shipbuilding Group, Deep Blue Marine Technology, and Hailanxin Data, which are driving the industry's refined and intelligent development through technological innovation and industrial chain layout [21][22] Demand Pain Points - The unique challenges of the deep-sea environment, such as high pressure, low temperature, and poor communication, pose significant technical challenges for the development of marine special robots [11][12] - There is a reliance on imported core components, which increases R&D costs and exposes the industry to risks associated with international trade friction [12][13] - Insufficient industrial collaboration and the existence of international standard barriers hinder the global competitiveness of Chinese marine robot enterprises [13][14] Industry Chain - The marine special robot industry chain consists of upstream research focusing on core materials and key components, midstream manufacturing enterprises that integrate technology into products, and downstream applications in marine resource exploration and development [19][20] - Upstream entities include research institutions and technology-driven companies that focus on breakthroughs in core technologies and materials suitable for marine environments [20] - Midstream manufacturers are responsible for product integration and reliability testing, while downstream applications span various fields, including marine resource exploration, military security, and ecological protection [20] Development Trends - The industry is transitioning from single-point technological breakthroughs to systematic innovations, integrating AI, new energy, and deep-sea communication technologies [36][37] - As technology matures and costs decrease, marine special robots are expected to penetrate new emerging fields, contributing to environmental governance, disaster rescue, and resource development [38][39] - The global emphasis on environmental protection will drive the role of marine special robots in cleaning marine pollution and restoring damaged ecosystems [39][40]

Core Viewpoint - The article discusses the increasing concerns regarding fire safety in high-rise buildings in China, particularly after recent incidents, highlighting the need for improved fire prevention measures and regulations [4][6][19]. Group 1: High-Rise Building Fire Safety Concerns - Following a tragic fire incident in Hong Kong, public discussions have intensified regarding the safety of high-rise buildings, with many expressing regret over living in such structures [4]. - As of now, there are over 1 million high-rise buildings in China, with more than 5,000 exceeding 100 meters in height, raising concerns about their maintenance as they age [5]. - The National Fire Rescue Administration has reported a yearly increase in high-rise building fires, emphasizing the need for enhanced safety measures, including better fireproof materials and accessible fire escape routes [6][19]. Group 2: Challenges in Fire Rescue Operations - High-rise buildings present unique challenges for fire rescue operations, as traditional fire trucks often cannot reach upper floors, with most equipped to handle heights between 24 to 54 meters [9][10]. - The design of many high-rise buildings does not align with current fire rescue capabilities, leading to difficulties in evacuation and rescue during emergencies [11][19]. - Recent incidents have shown that even advanced firefighting equipment, like aerial ladders, may not be effective due to road width restrictions in urban areas [10]. Group 3: Regulatory Changes and Future Directions - In response to rising fire safety concerns, the Chinese government has implemented stricter regulations on the height of new buildings, with a focus on ensuring that residential heights align with fire rescue capabilities [19][22]. - The latest regulations limit new residential buildings to a maximum height of 80 meters, corresponding to 18-26 floors, reflecting a shift towards safer urban planning [19][22]. - The article emphasizes the importance of regular maintenance and awareness of fire safety measures among residents, as many existing high-rise buildings may have inadequate fire safety systems [22][28].

Core Viewpoint - The company is actively expanding its presence in the firefighting robot sector and has showcased relevant products and application scenarios at the Beijing International Fire Exhibition in October [2][3]. Group 1: Company Developments - The company has made significant advancements in the firefighting robot field, demonstrating its products at a major industry event [2][3]. - In collaboration with partners, the company is developing robotic products suitable for tunnel inspections, rail inspections, and maintenance of firefighting equipment [2][3]. - The company is committed to enhancing its investment in core technologies such as machine vision, autonomous navigation, and multi-sensor detection to provide smarter and more reliable technical support for rail transportation safety [2][3].

2015年的定向增发堪称关键布局。公司通过发行股份收购唐山开诚80%股权，快速切入特种机器人领 域，搭建起高端智能装备的核心平台。这一举措不仅拓展了业务边界，更成为公司向智能化、数字化转 型的关键一步。 清晨的洛阳，中信重工（601608）新能源装备智能车间内，机械臂精准完成超大型锻件加工，AGV小 车有序转运零部件——这幅智能化生产图景的背后，是这家诞生于"一五"时期156项重点工程的重型装 备龙头，借助资本市场赋能，从"矿山机器厂"蜕变为全球稀缺的具备极限制造能力的先进装备制造企业 的生动实践。 作为河南装备制造的标杆，中信重工以资本为桥、创新为核，在技术突破、产业协同、全球布局的征程 上稳步前行，书写着资本市场赋能实体企业、助力河南高质量发展的精彩答卷。 资本赋能 破局技术攻坚 自2012年在上海证券交易所A股主板上市以来，中信重工坚持将资本市场作为推动高质量发展的战略平 台，持续聚焦主业、深耕实业，围绕国家重大需求开展核心技术攻关和产业升级。 如今，中信重工机器人产业已跻身行业第一梯队，形成"4+6+N"布局——攻克"中信微"操作系统、"中 信智"智能控制器等四大核心底座，打造人形、四足、轮式等六大机 ...

Core Viewpoint - The article highlights the transformation of CITIC Heavy Industries from a traditional mining machinery factory to a leading advanced equipment manufacturing enterprise with extreme manufacturing capabilities, empowered by the capital market and innovation [1][4]. Group 1: Capital Empowerment and Technological Breakthroughs - Since its listing on the Shanghai Stock Exchange in 2012, CITIC Heavy Industries has utilized the capital market as a strategic platform for high-quality development, focusing on core technology breakthroughs and industrial upgrades [4]. - The 2015 targeted issuance was a pivotal move, allowing the company to acquire 80% of Tangshan Kaicheng, entering the special robot field and establishing a core platform for high-end intelligent equipment [4]. - The company's robot industry has reached the first tier in the industry, with a "4+6+N" layout that includes four core bases and six robot platforms, achieving large-scale applications in various fields [4][5]. Group 2: Industry Chain and Collaborative Upgrades - As a core enterprise in the advanced manufacturing cluster in Luoyang, CITIC Heavy Industries drives collaborative upgrades in the industrial chain, enhancing the resilience of the regional equipment manufacturing industry [10]. - The company has established a collaborative ecosystem integrating production, education, research, and application, significantly improving the heavy equipment industry chain in Henan [9]. - CITIC Heavy Industries has successfully developed key technologies in collaboration with local research institutions, breaking through "bottleneck" technologies and enhancing the competitiveness of the regional manufacturing sector [9][10]. Group 3: Future Development and Strategic Goals - Looking ahead to the "14th Five-Year Plan," CITIC Heavy Industries aims to align its capital layout with Henan's high-quality development goals, transitioning from an equipment manufacturer to a system service provider [12]. - The company plans to focus on high-end technology breakthroughs in hydraulic systems, intelligent control units, and new materials, enhancing product value [12]. - CITIC Heavy Industries is committed to accelerating the implementation of intelligent manufacturing and green transformation, responding to the "dual carbon" goals through innovative processes and equipment upgrades [13].

格隆汇11月27日丨维峰电子(301328.SZ)在投资者互动平台表示，公司暂无连接器应用于消防机器人。 ...

Group 1: Company Strategy and Product Development - The company is actively optimizing the layout of humanoid robots in education, rehabilitation, and companionship applications, aiming for a full lifecycle service from childhood to elderly care [2][3][7]. - The new generation NAO7 robot is expected to be launched soon, featuring a comprehensive upgrade in perception, computation, and interaction capabilities, enhancing environmental adaptability and understanding of the physical world [3][7][9]. - The company has acquired relevant assets of the NAO robot from Aldebaran and is establishing a subsidiary in France to operate these assets, integrating the original core team to enhance supply chain and R&D mechanisms [6][7]. Group 2: Financial Performance and Accounts Receivable - The company has faced delays in accounts receivable due to extended settlement cycles, leading to significant asset impairment provisions that impact net profit [5][9]. - A special team has been established to enhance the collection of accounts receivable, with the potential to reverse previous impairment provisions, thereby increasing current profits [5][9]. - The company is listed on multiple local government debt relief lists, indicating ongoing efforts to manage financial obligations effectively [5]. Group 3: Market Opportunities and Future Plans - The company has successfully completed major information technology projects in Hainan, which are crucial for the region's free trade zone operations, and will continue to follow up on related projects [8][10]. - There are plans to disclose new large contracts or milestones in humanoid robot production in Q4 2025, contingent on meeting disclosure standards [5][8]. - The company is exploring collaborations with its invested companies, such as Yizhu Technology and Shishi Technology, to enhance product development and market reach [3][9]. Group 4: Product Line and Market Position - The company has established a diverse product line, including inspection robots, collaborative robots, and temperature measurement robots, with applications in port scenarios [10]. - The company holds a 0.9525% stake in Beijing Nanwei Technology, which focuses on advanced AI chips for data centers and cloud computing [9]. - The company is committed to expanding its business scope, including investments in embodied and toy robots, despite potential short-term impacts on profit margins [9].

Group 1: Energy Storage Business Growth - The company's revenue in the energy storage fire protection sector increased from approximately 11 million yuan in 2022 to over 74 million yuan in 2023, with an expected growth to 130 million yuan in 2024 [2] - The company is a major supplier in the domestic energy storage fire protection market, collaborating with leading battery manufacturers like CATL and Eve Energy [2] - The company aims to enhance its market share in the domestic market while gradually increasing its overseas revenue share, supported by product certifications in various countries [2] Group 2: Strategic Investment in Kewitai - The company has made a strategic investment in Kewitai, acquiring a 31.21% stake, increasing its total ownership from 19.81% to 51.02% [3] - Kewitai specializes in the low-altitude economy, particularly in drones for heavy payloads and long endurance, aligning with the company's long-term vision for this sector [3] - Despite a decline in orders due to external factors in the past two years, Kewitai has seen a significant increase in orders this year, with production lines operating at high capacity [3] Group 3: Firefighting Robot Development - The company has established a clear layout in the firefighting robot sector, with a focus on both application and research [3] - A large remote-controlled firefighting robot has been successfully developed and is now in practical use, targeting high-risk areas such as power substations and petrochemical sites [3] - The company is also developing intelligent robots with a focus on autonomous task execution, collaborating with industry-leading manufacturers to build an open and collaborative industrial ecosystem [3]