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万和财富早班车-20250903
Vanho Securities· 2025-09-03 01:38
我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月3日 ● 国内金融市场 · | | HO HF | | --- | --- | | 100 | JE 六川火 | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3858. 13 | -0. 45% | 上证当月连续 | 2992. 8 | 0. 35% | | 深证成指 12553.84 | | -2.14% | 沪深当月连续 | 4481. 2 | -0.72% | | 创业板指 | 2872. 22 | -2.85% | 恒生期货指数 | 32856. 02 | -0. 46% | 宏观消息汇总 1.从国家发展改革委获悉,围绕《关于深入实施"人工智能+"行 动的意见》,相关部门将制定出台一系列配套文件。 2.工业和信息化部、国家林业和草原局近日联合印发《关于推 进"宽带林草"建设的通知》。 3.电驱动钙钛矿激光器研发成功,开启光电集成新纪元,相关个 股: 跃岭股份(002725)、锐科激光(300747)等。 三、上市公 ...
科达自控、宇树科技等签订《矿用多足特种机器人研究室共建协议》研发矿山具身智能机器人
Core Viewpoint - The signing of agreements for the joint research and development of mining bionic intelligent robots marks a significant collaboration among key players in the mining and technology sectors in Shanxi Province [1] Group 1: Companies Involved - Keda Control, Yushu Technology, and Shanxi Coking Coal Group have signed an agreement to establish a joint research laboratory for mining multi-legged special robots [1] - The collaboration aims to promote the application of multi-legged special robots in the mining sector [1] - The parties involved also signed a framework agreement for the joint development of mining bionic intelligent technologies with Hangzhou Bionic Intelligent Pilot Base [1]
科达自控联手山西焦煤、宇树科技 签署矿山机器人联合开发协议
Zhong Guo Ji Jin Bao· 2025-09-01 02:18
Group 1 - The core viewpoint of the article highlights the collaboration between Keda Control, Shanxi Coking Coal Group, and Yushu Technology to advance the development and application of mining robots in China, marking a significant step towards industrial synergy in the field [1][2] - Keda Control, recognized as the "first stock of smart mining" on the Beijing Stock Exchange, has strategically positioned itself in the mining robot sector since 2019, accumulating over 70 intellectual property rights and planning to add five new explosion-proof inspection robot patents by 2025 [2][4] - The partnership aims to develop explosion-proof quadruped robots capable of autonomous decision-making and collaborative operations for hazardous tasks such as gas inspection and equipment handling, leveraging the strengths of each party involved [2][3] Group 2 - The mining robot sector is identified as a rapidly applicable area for embodied intelligence, with the National Mine Safety Administration setting a target for at least 60% of coal mine intelligent production capacity by 2025 and a 30% replacement rate for robots in hazardous positions [4][5] - Keda Control is expected to seize opportunities arising from favorable policies, transitioning from an "equipment supplier" to an "intelligent system service provider," thereby enhancing its market share and industry influence [5] - The current low valuation of Keda Control, combined with the implementation of the cooperation agreement and increasing orders, is anticipated to lead to a rise in both performance and valuation, providing long-term value returns for investors [5]