它们有精准的舞姿、灵活多变的动作。 跨年夜的舞台，成为它们跳舞的"首秀场"。 央视舞台上，12台AI机器人秀出360度空翻绝技，动作同步误差仅0.3秒。 （来源：新安晚报） 转自：新安晚报 2026年的日历刚翻开，机器人开始跳舞啦！ 它们的机械臂，还挥舞出荧光爱心。 当科技融入生活，机器人成为传递快乐的跳舞"搭子"。 未来已来。 下一场机器人跳舞派对，或许就在你身边。 东方卫视的远征A2机器人，用三种方言主持间隙不忘跳舞。 机械关节随着电音旋律灵活扭动，成为最忙"跨界主角"。 湖南卫视的灵犀X2"机器人天团"，与歌手同台演绎《爱你》，同步完成招牌舞步与走位。 ...

Investment Rating - The report initiates coverage on Lens Technology (300433.SZ) with a "Buy" rating [4]. Core Insights - Lens Technology is positioned as a one-stop precision manufacturing solution provider for the global smart terminal industry, focusing primarily on mobile glass processing. The company is expected to benefit significantly from the upcoming launch of foldable iPhones in 2026, which could drive substantial revenue growth [4]. - The report forecasts Lens Technology's revenue for 2025, 2026, and 2027 to be approximately 90.66 billion, 112.84 billion, and 134.90 billion yuan, respectively, with year-on-year growth rates of 29.7%, 24.5%, and 19.6% [4]. - The anticipated launch of foldable iPhones is expected to fill a gap in the high-end smartphone market, as the demand for Pro versions of iPhones has been increasing significantly [4]. - The company is also expanding into the AI glasses sector, providing comprehensive production services for Rokid Glasses, which may offer a first-mover advantage in the smart glasses market [4]. - Lens Technology is diversifying its business by engaging in humanoid robotics, with plans to assemble the Lingxi X2 robot and participate in the development of key components [4]. Financial Data and Profit Forecast - Total revenue is projected to grow from 54.49 billion yuan in 2023 to 134.90 billion yuan in 2027, with a compound annual growth rate (CAGR) of approximately 19.6% [4]. - The net profit attributable to the parent company is expected to increase from 3.02 billion yuan in 2023 to 7.93 billion yuan in 2027, reflecting a CAGR of 18.3% [4]. - Earnings per share (EPS) are forecasted to rise from 0.57 yuan in 2023 to 1.59 yuan in 2027 [4]. - The report indicates a stable gross margin, projected at 16.1%, 15.9%, and 15.8% for the years 2025, 2026, and 2027, respectively [4]. Market Trends and Competitive Landscape - The global foldable smartphone market is expected to see significant growth, with an estimated 15.3 million units sold in 2024, and Lens Technology is well-positioned to capitalize on this trend with its manufacturing capabilities [4]. - The report highlights that the average selling price (ASP) of iPhones is significantly higher than that of competitors, suggesting that the introduction of a foldable iPhone could outperform market expectations due to brand premium [4]. - The increasing sales proportion of Pro versions of iPhones indicates a shift in consumer demand towards higher-end models, which could further enhance Lens Technology's market position [4].

关键假设：1）我们预测2025-2027 年公司总营收同比增速约为29.7%、24.5%、19.6%，其中，智能手机 与电脑类作为公司核心业务，2025-2027 年收入增速约为30.0%、25.5%、20.0%；2）公司凭借产品结构 优化、上游材料环节垂直整合及全球化产能布局降本等举措，公司毛利率将整体保持稳定。我们预测 2025-2027 年公司毛利率分别为16.1%、15.9%、15.8%。 催化剂：2026 年苹果及其他智能机品牌厂商推出折叠屏将对上游产业链产生显著推动。 风险提示：客户集中风险、iPhone 折叠屏手机推出存在不确定性、下游需求不及预期 首次覆盖蓝思科技（300433.SZ），给予"买入"评级。我们预计公司2025E/2026E/2027E营业收入分别为 906.57/1128.37/1349.03 亿元，同比增长29.7%/24.5%/19.6%；归母净利润分别为54.24/67.05/79.31 亿元， 同比增长49.7%/23.6%/18.3%，对应市盈率分别为26.2/21.2/17.9 倍。 业务介绍：蓝思科技是全球智能终端全产业链一站式精密制造解决方案服务商，公司主要聚焦 ...

0:00 潘洁 拍摄、剪辑 插花、跳舞、打螺丝、搬箱子……这几天，全球开发者先锋大会暨国际具身智能技能大赛（GDPS 2025） 在上海张江科学会堂火热开赛，一群机器人 硬核科技秀出百变技能。 这场被誉为"机器人奥林匹克"的盛会，让冰冷的科技与真实生活场景碰撞出亮眼火花。 2025年以TTXa7LF MATRIX 上海矩阵超智系统集成有限公司 企业简介 600于2024 年，我一家专注于人用用器人全俄技术新 业，公司出来自全球顶级人工程影与人彩机器人科技巨头机 到1 t，全身風有高自由度，素做材料 了防人五斛减巧手，具备基本的颜歌 武器机发动日射图中的股房件，定 在线游步步动行走过程中的稳定性，实 力贷、威治哥多根部感知系统，构成福 机交区 to 。 哈，对标全球人形即基人科技先 佛勒月创新优势，构建人形势是人 外部月创新优势，构建人群体是人 M Q 9 步入张江科学会堂一楼大厅，数十台各具特色的具身机器人赫然出现在眼前，正全神贯注地进行着比赛。 穿梭于展位，是工业制造、社会服务、居家服务、应急救援、医疗康养、灵巧手六大场景赛道的技能比拼。 赛场内，不同赛区的比拼同步上演，各有看点。 "这个场景还原的是灾后复 ...

Core Insights - The delivery of the 5000th general-purpose embodied robot by Zhiyuan (AGIBOT) marks a significant milestone in the commercialization of the embodied intelligence industry in China, transitioning from technology validation to large-scale production [5][7] - The robots delivered include various models, with 1742 units from the Yuanzheng A1/A2 series, 1846 units from the Lingxi X1/X2 series, and 1412 units from the Jingling G1/G2 series, showcasing a diverse product matrix from industrial to consumer-grade applications [5][7] Company Developments - Zhiyuan's co-founder and CTO, Peng Zhihui, emphasized that the achievement of 5000 units is a result of technological advancements, stable supply chains, and market readiness, indicating a well-prepared foundation for future scalability [7][8] - The company has completed multiple iterations of its robot body and developed a comprehensive technical ecosystem, including the Lingchuang action replication platform and Lingxin intelligent interaction platform, which enhances its production capabilities [7][8] Industry Context - The breakthrough in mass production is expected to initiate a positive cycle of scale, cost, and data within the embodied intelligence industry, potentially lowering the high price barriers that have previously hindered growth [8] - Despite the progress, challenges remain in achieving deep scene adaptability, long-term operational reliability, and balancing costs and pricing, which will be critical for Zhiyuan's future market share and business model development across various sectors [8]

Group 1: AI as a Transformative Force - The China International Import Expo (CIIE) has evolved AI from a "technology showcase" to a key driver of industrial transformation, with over 400 AI-related innovations presented, indicating a shift from technical exploration to value creation [1][5][10] Group 2: Advances in AI Applications - AI large models are transitioning from general capabilities to vertical scene applications, exemplified by Siemens' integration of AI with digital twin technology for industrial tasks [2][3] - Companies like Qualcomm and AMD are showcasing AI solutions across various sectors, emphasizing the strategic importance of AI in their product lines [2][3] Group 3: Robotics and Automation - The emergence of humanoid robots and intelligent mechanical arms is highlighted, with advancements in multi-modal human-machine interaction and industrial applications [3][4] - Retail humanoid robots are designed to operate in convenience stores and pharmacies, significantly reducing labor costs and enabling 24-hour operations [3][4] Group 4: AI in Healthcare - AI technologies are being implemented in healthcare, with companies presenting comprehensive solutions from diagnosis to treatment, including Siemens' AI-driven medical imaging and a health monitoring "AI mirror" [6][8] - The AI mirror has sold 2,000 units in 18 months, indicating strong market interest and potential for widespread application in various healthcare settings [6][8] Group 5: Industrial Efficiency and Sustainability - AI is positioned as a core engine for enhancing traditional industries, with ABB's solutions for the steel and non-ferrous metals sectors focusing on energy savings and quality improvements [7] - Tesla's introduction of the Cybercab autonomous electric vehicle represents a significant advancement in smart mobility, aiming for mass production by mid-2026 [7] Group 6: China's Role in Global AI Development - China's extensive industrial system and consumer base are facilitating the rapid application of AI technologies, positioning the country as a catalyst for global innovation [9][10] - The CIIE serves as a critical platform for the launch of cutting-edge technologies, with many companies using it for global and Asian premieres [9][10]

Group 1: AI as a Driving Force - The fifth China International Import Expo (CIIE) has seen AI transition from a "technology showcase" to a key driver of industrial transformation, with over 400 AI-related innovations presented [2][3] - AI applications are now penetrating various sectors including healthcare, industrial, retail, and transportation, showcasing its evolution from mere demonstrations to practical tools [2][7] Group 2: Innovations in AI Applications - Siemens showcased an AI surgical solution and a three-dimensional collaboration platform that integrates AI with digital twin technology, emphasizing practical applications in industrial settings [3][8] - The introduction of humanoid robots and intelligent robotic arms at the expo highlights advancements in embodied intelligence, with companies like Zhiyuan Innovation demonstrating multi-modal interaction capabilities [4][6] Group 3: AI in Healthcare - AI technologies in healthcare have been extensively implemented, with companies like Siemens and Maizhao Health Technology presenting comprehensive solutions from diagnosis to treatment [7][8] - The "AI Magic Mirror" by Maizhao Health can analyze health indicators with a 90% accuracy rate, indicating significant advancements in health monitoring technology [7] Group 4: AI in Retail and Industry - AI is positioned as a strategic asset for the retail sector, with potential to increase annual operating profits by $310 billion by 2030 if scaled effectively [4][5] - The global robotics market is projected to exceed $400 billion by 2029, with embodied intelligent robots expected to capture over 30% of the market share [6] Group 5: China's Role in AI Development - China's vast market and diverse application scenarios are seen as critical for the industrialization of AI technologies, with companies like AMD and Qualcomm emphasizing the importance of collaboration and innovation [10][11] - The CIIE serves as a significant platform for global technology application, with over 3,000 new products and services showcased in previous editions, indicating China's growing role as an innovation catalyst [11]

Core Insights - Shanghai Zhiyuan New Creation Technology Co., Ltd. launched the world's first zero-code, zero-threshold robot content creation platform named "Lingchuang" on October 24 [1] - The platform is currently compatible with the company's Lingxi X2 robot and will expand to other robot products in the future [1] - The Lingxi X2 robot has already been effectively applied in various scenarios such as entertainment performances, store reception, and scientific education [1] Group 1 - The "Lingchuang" platform aims to simplify creation and enhance expression by integrating AI motion capture, cloud-based imitation learning, and multimodal choreography capabilities [1] - Users can upload a human action video to the platform without needing programming skills or professional equipment, allowing for precise replication of human performances by robots [1] Group 2 - The platform features a "Voice Interpretation" function that offers audio upload, online recording, and voice synthesis modes [2] - This function intelligently recognizes semantics and generates corresponding robot body movements and expressions that match the audio content, enhancing the naturalness of the robot's expressions [2] - The system allows for customizable voice tones and emotions, providing options for male, female, and custom voice types to ensure emotional resonance in robot expressions [2] Group 3 - To improve user efficiency and convenience, the "Lingchuang" platform includes an official material library with over 180 standardized actions and 140 expression templates across 11 categories [2] - Users can directly utilize these resources for creative combinations and share their works on a creative square for broader discovery and use [2]

Core Insights - The launch of the "Lingchuang" platform by Zhiyuan Robotics marks a significant breakthrough in humanoid robot content creation, allowing users without programming skills to create robot actions easily [1][4] - The platform integrates AI motion capture, cloud-based imitation learning, and multimodal orchestration, enabling end-to-end replication of human actions through simple video uploads [1][4] - "Lingchuang" also features a "voice interpretation" function that allows users to generate corresponding robot movements and expressions based on text or audio input, enhancing the naturalness of humanoid expressions [1][3] Summary by Sections - **Platform Features**: "Lingchuang" is a zero-code, zero-threshold platform that combines AI motion capture and multimodal capabilities, allowing users to upload human action videos for robot action replication [1][4] - **User Accessibility**: The platform includes an official material library with over 180 standardized actions and 140 expression templates, facilitating easy combination and creation for users [3] - **Market Impact**: The platform is expected to redefine robot content creation efficiency and expand the expressive capabilities of humanoid robots, with the Lingxi X2 robot already in mass production and projected to deliver thousands of units by 2025 [4]

Core Insights - The launch of the 'Lingchuang' platform by Zhiyuan Robotics marks a significant advancement in robot content creation, allowing users to create robot performances without any coding or technical expertise [1][12] - The platform integrates AI motion capture, cloud-based imitation learning, and multimodal orchestration, enabling users to upload human action videos for robots to replicate accurately [2][12] Group 1: Platform Features - 'Lingchuang' platform eliminates the technical barriers traditionally associated with humanoid robot motion development, allowing users to create content easily [2][3] - The platform offers a "voice performance" feature that matches audio input with corresponding robot actions and expressions, enhancing the emotional expressiveness of robot performances [5][11] - Users can utilize a timeline editing feature to choreograph robot performances, allowing for seamless transitions and narrative-driven actions [6][11] Group 2: Collaborative and Resource Features - The platform supports multi-robot coordination, enabling simultaneous performances with different actions, voices, and expressions [9][11] - An official resource library is available, providing over 180 standardized actions and 140 expression templates for users to enhance their creative projects [11] - The 'Lingchuang' platform is designed to redefine robot content creation, increasing the richness of robot behavior expression and facilitating broader applications in various sectors [11][12] Group 3: Market Impact and Future Developments - The Zhiyuan Lingxi X2 robot, which has already been mass-produced, is expected to see thousands of units delivered in 2025, showcasing the platform's practical applications in entertainment, retail, and education [12] - The company plans to launch a personality definition platform called 'Lingxin' next month, further enhancing the capabilities and personalization of intelligent agents [13]