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机器人行业周报:智元机器人21亿入主上纬新材 极智嘉登陆香港交易所主板
Xin Lang Cai Jing· 2025-07-14 02:35
Market Overview - The Robot Index outperformed the market during the week of July 7 to July 13, with a 1.2% increase, surpassing the Shanghai Composite Index by 0.1 percentage points and the CSI 300 Index by 0.4 percentage points, but lagging behind the ChiNext Index by 1.2 percentage points [1] Company Developments - Zhiyuan Robotics plans to acquire at least 66.99% of the shares of Aowei New Materials for a total consideration of 2.1 billion yuan, changing the controlling shareholder to Zhiyuan Robotics and its management team [1] - Xingdong Jiyuan announced the completion of nearly 500 million yuan in Series A financing, which will be used for the R&D and mass production of humanoid robot technology [1] - Yujian released a six-legged robotic dog featuring high stability, strong load capacity, and quiet operation, marking significant technological innovations [2] - Extreme Intelligence successfully listed on the Hong Kong Stock Exchange, becoming the first publicly traded company in the global AMR warehouse robot market, with the largest IPO scale for a robotics company in Hong Kong to date [3] - Shengshi Technology successfully bid for core assets of Aldebaran SAS for 900,000 euros, aiming to accelerate global expansion in the robotics field [4] - New松 launched the Rico series of humanoid robots, targeting flexible collaboration in industrial applications [5] Related Companies and Technologies - Key hardware components for humanoid robots include: 1. Screw and equipment manufacturers such as Best (300580), Wuzhou Xinchun (603667), and others [6] 2. Reducers from companies like Green Harmonic (688017) and Shuanghuan Transmission (002472) [6] 3. Sensors from firms like Amperelong (301413) and Hanwei Technology (300007) [6] 4. Motors from manufacturers such as Mingzhi Electric (603728) and Weichuang Electric (688698) [6] 5. Actuator assemblies from Top Group (601689) and Sanhua Intelligent Control (002050) [6] 6. Dexterous hands from Zhenghe Industrial (003033) and Jiangsu Leili (300660) [7] 7. Robot bodies from companies like Boshi Co. (002698) and UBTECH (9880) [7]