北交所策略专题报告 2025 年 07 月 13 日 智元机器人要约收购上纬新材引关注，挖掘北交所人形机器人产业链 ——北交所策略专题报告 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 智元机器人要约收购上纬新材 37%股权，关注北证人形机器人标的 上纬新材于 2025 年 7 月 8 日收到上海智元恒岳科技合伙企业（有限合伙）就要 约收购事宜出具的《要约收购报告书摘要》。智元机器人在全球范围内率先实现 了人形机器人的规模化量产和商业化落地，2025 年 1 月第 1000 台通用具身机器 人正式量产下线，刷新行业记录。目前北交所内人形机器人相关公司共有 8 家， 分别位鼎智科技、长虹能源、开特股份、丰光精密、奥迪威、星辰科技、华密新 材、富恒新材.截至 2025 年 7 月 11 日总市值达到 344.10 亿元。开特股份 （832978.BJ）是一家专业从事汽车的传感器、功率模块/电阻、执行器、控制器 等汽车零部件产品的研发、生产、销售的高科技企业。2025 年 6 月 23 日开特股 份披露，拟与西安旭彤电子科技股份有限公司等共同投资设立 ...

肌肉力量作为复杂信号，其 收缩或拉伸 有时并不伴随宏观肢体运动，也因此难以被 传统传感器所感知 。 随着人机界面（ HMI）在家庭机器人、康复外骨骼以及远程医疗等领域的不断拓展和广泛应用， 市场对于能 够与人体生理实现无缝集成的传感界面的需求日益增长且愈发迫切。目前，现有的各类肌肉力量监测工具均存 在一定局限性： 肌电图无法对被动肌肉收缩状态进行测量；光学和超声波技术由于采用刚性换能器，在监测 过程中容易产生运动伪影；强粘性肌肉传感器在持久粘附性以及移除后重新应用的稳定性方面面临挑战 ；磁 法测量需手术植入磁铁，有感染风险 …… 在此背景下，如何让机器精准 "读懂"人体信号，切实、准确地捕捉和解读人体肌肉活动及其输出力，依是实 现人机自然交互过程中亟待解决的关键难题。 ▍提出 FMEIS ， 实现人机交互新突破 据探索前沿科技边界，传递前沿科技成果的 X-robot投稿， 来自 新加坡南洋理工大学 的 王一凡教授团队 面对肌肉力量监测难题，在新加坡科技研究局、南洋助理教授基金等项目的支持下进行了深入研究，并于近期 开发出一款柔性多通道肌肉电阻抗传感器（ FMEIS）。 图 1：柔性多通道肌肉电阻抗传感器 （ ...

Core Viewpoint - Northern Huachuang has successfully delivered its 8-inch resistive SiC crystal growth furnaces in bulk to clients, indicating a strong position in the SiC equipment market [1] Company Summary - Northern Huachuang provides a comprehensive solution in the SiC field, offering equipment for various processes including crystal growth, epitaxy, etching, thin film deposition, oxidation, annealing, wet etching, and ion implantation [1]

Core Viewpoint - The article provides a detailed disassembly and analysis of the MR750-20V charging module from Magmeter, highlighting its specifications, design features, and internal components. Group 1: Product Overview - The MR750-20V charging module is designed for electric vehicles, featuring a power output of 15kW, with an input voltage of 380V three-phase AC and an output voltage range of 250-750V at a current of 20A [3][4][9]. - The module is constructed with a metal shell and includes features such as a hot-swappable design, cooling fans, and indicator lights for operational status [4][19][21]. Group 2: Internal Design and Components - The internal structure includes a single-layer PCB design with insulation materials, and the module is equipped with various electronic components such as capacitors, resistors, and integrated circuits [50][80][84]. - Key components include a PFC controller, LLC controller, and various power management ICs, which are essential for the module's functionality and efficiency [197][255][289]. Group 3: Electrical Specifications - The charging module incorporates multiple capacitors for filtering, including high-voltage electrolytic capacitors rated at 450V and 820μF, and additional film capacitors for voltage stabilization [181][227][235]. - The module features a range of protective components, including fuses rated at 30A and varistors for surge protection, ensuring safe operation under various conditions [94][100][188]. Group 4: Communication and Control - The MR750-20V includes communication interfaces for integration with vehicle systems, utilizing CAN bus technology for data transmission [267][301]. - The main control MCU is designed to operate within a wide temperature range and supports various communication protocols, enhancing the module's versatility in different applications [255][259].

中国电阻式OCA光学胶市场前景预测及投资全景调研报告2025-2031年 本文源自：中赢信合研究网 1 电阻式OCA光学胶市场概述 9.4.2 Nitto Denko Corporation 电阻式OCA光学胶产品规格、参数及市场应用 1.1 电阻式OCA光学胶行业概述及统计范围 1.2 按照不同产品类型，电阻式OCA光学胶主要可以分为如下几个类别 1.2.1 不同产品类型电阻式OCA光学胶规模增长趋势2019 VS 2025 VS 2031 1.2.2 25um 1.2.3 50um 1.3 从不同应用，电阻式OCA光学胶主要包括如下几个方面 1.3.1 不同应用电阻式OCA光学胶规模增长趋势2019 VS 2025 VS 2031 1.3.2 电子纸 1.3.3 消费电子产品 1.3.4 航空航天 1.3.5 其他 1.4 行业发展现状分析 1.4.1 电阻式OCA光学胶行业发展总体概况 1.4.2 电阻式OCA光学胶行业发展主要特点 1.4.3 电阻式OCA光学胶行业发展影响因素 1.4.4 进入行业壁垒 2 行业发展现状及"十五五"前景预测 2.1 全球电阻式OCA光学胶供需现状及预测（2019-20 ...

Core Viewpoint - Zhejiang Rongtai is accelerating its entry into emerging fields such as humanoid robots and intelligent transmission through acquisitions, having recently signed agreements to acquire stakes in two companies, Diz Precision and Jinli Transmission [1][2][3]. Group 1: Acquisitions - On June 13, Zhejiang Rongtai completed the acquisition of 51% of Diz Precision for approximately 1.65 billion yuan, with an additional capital contribution of 80 million yuan [4]. - The acquisition of Diz Precision, which specializes in precision transmission and automation technology, is expected to enhance Zhejiang Rongtai's capabilities in the humanoid robot sector [5]. - On June 26, the company signed an intention agreement to acquire at least 15% of Jinli Transmission, which focuses on micro intelligent transmission modules [5]. Group 2: Financial Performance - From 2020 to 2024, Zhejiang Rongtai's revenue grew from 365 million yuan to 1.135 billion yuan, with an average annual growth rate exceeding 20%, while net profit increased from 29 million yuan to 230 million yuan, with an average annual growth rate exceeding 30% [7]. - In the first quarter of this year, the company reported revenues of 266 million yuan and net profits of 60 million yuan, reflecting year-on-year growth of 23.61% and 27.08% respectively [7]. - The company's revenue from new energy products reached approximately 898 million yuan in 2024, a year-on-year increase of 56%, accounting for 79% of total revenue [6]. Group 3: Market Position and Stock Performance - The stock price of Zhejiang Rongtai has seen significant growth, doubling since the beginning of the year and increasing by 244.76% since the low in September 2024 [8]. - The company has a strong financial position, with a debt-to-asset ratio of only 15.99% and no debt as of the end of the first quarter, along with cash and financial assets totaling 830 million yuan [7].

◎本报记者 龙跃梅 王婷婷 罗云鹏 孙 莹 成立于20世纪70年代的潮州三环（集团）股份有限公司，曾经只是一个竹棚作坊。50多年来，这家企业 充分发挥潮州在陶瓷产业的传统优势，以"材料+结构+功能"为发展方向，不断进行突围。 集团副总裁兼研究院院长邱基华介绍，如今该公司光通信用陶瓷插芯、片式电阻用氧化铝陶瓷基板等产 品产销量均居全球前列。 "推动企业在科技创新中'唱主角'。"广东省科技厅二级巡视员杨慧芳说，广东支持科技领军企业牵头组 建体系化、任务型创新联合体，积极承担国家级和省级重大科研攻关任务，2024年省重点领域研发计划 项目中，企业牵头占比为50%以上，企业参与占比达90%以上；全省约90%的科研机构、科研人员、研 发经费、发明专利申请均来源于企业。 机器人也能舞狮？答案是：能！随着《男儿当自强》的音乐声响起，智能六自由度机器人的3台机械臂 或执绣球、或扮醒狮，灵活摆动，尽情进行舞狮表演。这是记者在位于广东揭阳的巨轮股份有限公司看 到的一幕。该公司把中国传统文化南狮融贯于机器人制造之中，别有风采。 6月23日至29日，科技日报记者跟随"活力中国调研行"广东主题采访活动，来到广东企业创新前沿、产 业发展 ...

证券代码：301413 证券简称：安培龙 深圳安培龙科技股份有限公司投资者关系活动记录表 编号：2025-007 | 投资者关系活动类 | | ☑特定对象调研□分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 别 | □媒体采访□业绩说明会 | | | | | | | | □新闻发布会□路演活动 | | | | | | | | ☑现场参观 | | | | | | | | ☑其他网络会议 | | | | | | | 参与单位名称 | | | | | | 上海国投、旭辉资产、建信理财、诺安基金、深圳羽翰、东吴证券、华创证 | | | | | | | | 券、工银瑞信、山西证券、民生证券、华夏基金、华西证券、财通证券、广 | | | 发证券、东方基金 | | | | | | | 时间 | 2025 年 6 月 05 | | 日 | | 13:40-15:00 上海国投 | | | | 年 月 2025 6 10 | | 日 | 10:00-11:30 | | 旭辉资产、建信理财、诺安基金、深圳羽翰、 | | | 东吴证券 | | | | | ...

Company Overview - Shenzhen Sunlord Electronics Co., Ltd. was established in 2000 and listed in 2007 (stock code: 002138), specializing in the R&D, production, and sales of various chip electronic components [2] - The company offers products in four major categories: magnetic devices, microwave devices, sensitive devices, and precision ceramics, which are widely used in communications, consumer electronics, computers, automotive electronics, new energy, network communication, and industrial electronics [2] Achievements and Certifications - Sunlord Electronics has received numerous honors, including National Enterprise Technology Center, Manufacturing Single Champion Demonstration Enterprise, and recognition as a Green Factory [4] - The company emphasizes product quality and sustainable development, with certifications such as ISO14001, IECQ/QC080000, IATF16949, and AEC-Q200, reflecting its commitment to high standards and product safety [4] Automotive Electronics Sector - As a leading enterprise in the domestic automotive magnetic device sector, Sunlord has been deeply involved in the automotive electronics industry for 16 years, establishing an automotive electronics division in 2016 [6] - The company has built over 100 production lines for automotive-grade components and has completed IATF16949 certification in six of its eleven global production bases [6] - Sunlord's automotive electronics applications include vehicle lighting, BMS, intelligent driving, smart cockpits, T-box & V2X, OBC, DC/DC converters, electric drive control, hybrid systems, and thermal management systems, with main products including EMC components, inductors, transformers, magnetic beads, thermistors, LTCC, and power devices [6] Future Focus - With 25 years of experience in the electronic components industry, Sunlord aims to continue focusing on technological innovation to provide higher quality products and services to its customers [10]

Group 1 - The State Intellectual Property Office of China has published a patent application by China National Petroleum Corporation (CNPC) for a high-frequency resistance welding high-strength large-strain oil casing and its preparation method and application, published under CN120193215A, with an application date of December 2023 [1] - The patent details a composition for the oil casing, including specific percentages of various elements such as C: 0.17% to 0.27%, Si: 0.15% to 0.33%, Mn: 1.35% to 1.65%, and others, designed to meet the demands of complex working conditions in oil and gas wells [1] Group 2 - China National Petroleum Corporation was established in 1990, located in Beijing, primarily engaged in oil and gas extraction, with a registered capital of 48.69 billion RMB [2] - CNPC has invested in 112 companies, participated in 5,000 bidding projects, and holds 1,446 trademark records and 5,000 patent records [2] - China National Petroleum Group Engineering Materials Research Institute, founded in 2021 and located in Xi'an, focuses on specialized equipment manufacturing with a registered capital of 679.11 million RMB [2] - The Research Institute has invested in 4 companies, participated in 1,253 bidding projects, and holds 15 trademark records and 647 patent records [2]