本报讯 （记者李昱丞）10月30日，首届"空地一体集群智慧AI生态联盟大会"于广东惠州成功举办。会 上，"空地一体集群智慧AI生态联盟"（以下简称"联盟"）正式成立，同时发布《空地一体集群智慧AI场 景解决方案白皮书》、空地一体集群智慧解决方案及多款重磅新品，展示产业化落地的新进展与新能 力。 联盟由深圳市道和通泰机器人有限公司（以下简称"道和通泰"）、深圳市塞防科技有限公司（以下简 称"塞防科技"）及低空经济头部企业联合深圳市人工智能产业协会、深圳市无人机行业协会共同发起， 致力于构建"硬件载体+AI大脑+安全防护+生态赋能"的全产业链协同体系，推动产业生态迈入系统化、 场景化发展的新阶段。 "技术唯有落地应用，方能创造真正价值。"李红京表示，空地一体集群智慧解决方案已规模化部署在能 源巡检、交通管理、园区安防、应急响应等多个国家战略领域。例如，在智慧城市领域，道和通泰通过 空地一体感知系统，助力某市实现信号灯动态优化。实际运行数据显示，试点区域通行效率提升42%， 平均延误时间减少35%，碳排放降低18%。 根据战略规划，道和通泰短期将重点布局智慧交通、智慧园区及智慧能源三大业务场景，通过提供行业 定制化 ...

Core Insights - The company reported a revenue of 3.496 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 24.69% [1] - The net profit attributable to shareholders for the same period was 733 million yuan, up 35.49% year-on-year, while the net profit excluding non-recurring items reached 718 million yuan, marking a significant increase of 61.81% [1] AI+ Diagnosis Business - The company has launched new products featuring advanced AI capabilities, including the Ultra S2 comprehensive diagnostic terminal and the IA1000 ADAS calibration platform, both of which have received high customer recognition [1] - The IA1000 recently achieved the CESVI Gold Certification in France, which is expected to facilitate future channel expansion and international project collaborations [1] AI+ Charging Business - The company introduced a new generation of intelligent charging networks in Berlin, showcasing its technological leadership with self-developed liquid-cooled power modules [2] - The deployment of AI capabilities in various key areas such as charging scheduling and operational management is progressing towards a more autonomous "AI digital employee" model [2] - The company has seen significant growth in strategic customer numbers and order volumes, with future orders expected to support long-term growth in the AI+ charging business [2] Global Market Projects - The company has established several benchmark projects globally, including an integrated electric vehicle charging and battery storage project in North Carolina, USA, and a one-stop solar storage charging station in the Netherlands [3] - In emerging markets, the company has launched a DC fast charging station in Malaysia and is constructing the largest electric bus charging hub in Cape Town, South Africa [3] - A significant milestone was achieved in Australia with the establishment of a 960 kW electric heavy truck charging hub, which has the potential for future upgrades [3] AI+ Inspection Business - The company is enhancing collaboration with technology giants, having partnered with the Shanghai Institute of Science and Technology to initiate the "Physical AI" track [4] - The "air-ground integrated cluster intelligence solution" is being applied in smart energy and transportation sectors, showcasing the potential for replication in broader scenarios [4] - The company has announced plans to list on the Hong Kong Stock Exchange, which is expected to enhance its international competitiveness and drive global business growth [4] Future Outlook - The company aims to continue leveraging AI technology as a core driver while solidifying its leadership in AI+ diagnosis and AI+ charging businesses, and accelerating the evolution of AI+ inspection services [4] - With deepening penetration of AI technology in vertical scenarios and steady market share growth, the company is positioned to unlock long-term growth potential and advance towards becoming a leader in the AI and robotics industry [4]

Core Insights - Shenzhen's Bao'an District is accelerating the development of embodied intelligence industries, focusing on the dual drive of artificial intelligence and robotics, leading to breakthroughs in key technologies and deepening industrial applications [1][2] - The district has established a modern industrial system characterized by its unique advantages, with a strong emphasis on fostering innovation and improving the business environment [1][2] - Bao'an has seen significant achievements in the embodied intelligence sector, with numerous innovative products being commercialized and a growing number of AI enterprises [1][2][3] Industry Development - Bao'an District has 7,397 national high-tech enterprises and 277 national specialized "little giant" enterprises, maintaining the highest number of national high-tech enterprises among county-level districts for eight consecutive years [2] - The district is creating an AI application system that emphasizes benchmark demonstration, industrial collaboration, and ecosystem construction, enhancing application scenarios [2][3] - Over 80% of AI enterprises in Bao'an focus on application-level innovation, contributing approximately 90% of the district's AI output value [3] Technological Advancements - Companies like Zhaowei Electromechanical and Yijiahe have made significant advancements in their respective fields, such as bionic dexterous hands and intelligent robots for various applications [3][4] - The introduction of the first high-performance general-purpose DPU chip by Shenzhen Yunbao Intelligent Co. marks a breakthrough in data center computing power scheduling [2][3] Platform Support - The establishment of the Huawei Cloud Embodied Intelligence Industry Joint Innovation Center aims to integrate industry resources and support key technological breakthroughs [5][6] - Bao'an is developing various industrial spaces, including the Tencent headquarters park and intelligent robot dexterous hand industrial park, to support the growth of the embodied intelligence sector [6] Policy Empowerment - Bao'an District has identified 30 key initiatives to enhance platform empowerment, technical breakthroughs, and improve enterprise services [7] - The district has launched a "no-worry space" initiative to provide rent-free office support for startups in AI and robotics [7][8] - The "Intelligent Talent Plan" offers substantial relocation subsidies to attract high-level talent, with 38 experts introduced in the field of embodied intelligence this year [7][8]

杨海川指出，面对能源基础设施环境复杂、安全标准高、运维难度大等挑战，传统巡检方式存在效率低、风险 高、数据割裂等诸多痛点，难以满足现代能源系统对效率、安全与一致性的需求。道和通泰依托智能体控制、多 机协同与行业大模型等自研技术，构建出一套"端-边-云"协同、多智能体联动的无人化巡检系统。该方案融合无 人机、人形机器人、轮式机器人等空中与地面智能体，搭载多模态识别、具身智能及业务大模型，结合华为在 5G、云计算与AI底层能力的支持，实现真正意义上的全域、全流程、全天候巡检覆盖。 尤为引人注目的是，道和通泰自主研发的"空地一体Agents集群"架构，基于巡检大模型实现任务自规划与动态编 排。在实际作业中，无人机与地面机器人可实时协同，异常识别、抵近核查、数据分析与决策生成形成闭环自动 化。例如，无人机识别设备异常后，可自主调度附近地面机器人完成精细检测，数据实时回传并处理，大幅提升 运维响应速度与准确性。目前，该方案已在一些能源企业成功应用，显著降低人工成本与安全风险。 2025年8月28日至30日，2025中国国际大数据产业博览会（简称"2025数博会"）在贵阳举办。作为全球大数据与数 字技术发展的重要风向标， ...

Group 1 - The latest investor relations activity report from Weilan Lithium shows that over 200 participants, including Sun Xiaoya from Tianfeng Securities, attended the company's conference call [1] - The company highlighted new growth drivers such as BBU (Backup Battery Unit), robots, robotic dogs, and eVOTL (electric Vertical Take-Off and Landing aircraft), which are expected to gradually materialize in the coming years [1] - Fengli Intelligent, during an online exchange on August 5, showcased its developments in the robotics field, including products like harmonic reducers, planetary reducers, micro reducers, small umbrella gears, small cylindrical gears, planetary shafts, and dexterous hand modules [1] Group 2 - Daotong Technology, in a conference call on August 17, emphasized its commitment to strengthening "integrated air-ground cluster intelligent solutions," driving the collaboration of aerial robots and ground multi-form robots to achieve cluster coordination and autonomous operations [1]

Core Insights - The company reported a revenue of 2.345 billion yuan for the first half of 2025, representing a year-on-year growth of 27.35% [2] - The net profit attributable to shareholders reached 480 million yuan, with a year-on-year increase of 24.29%, while the net profit after deducting non-recurring items was 475 million yuan, showing a significant growth of 64.12% [2] - The company plans to distribute a cash dividend of 5.8 yuan per 10 shares, marking the highest payout in the last three years, reflecting its commitment to shareholder returns [2] Business Segments - The maintenance smart terminal business generated revenue of 1.540 billion yuan, up 22.96% year-on-year, leveraging vast automotive diagnostic data and smart hardware to enhance digital repair scenarios [2] - The energy intelligence hub business achieved revenue of 524 million yuan, a growth of 40.47% year-on-year, supported by power electronics and AI technologies, establishing itself among the global leaders [2] Innovations and Strategic Developments - The company made breakthroughs in the digital energy sector by launching a smart source charging model and self-developed liquid cooling charging modules, reinforcing its leadership in smart charging [3] - The company is advancing its AI strategy by developing AI agents and a smart service system driven by energy data, aiming for higher autonomy in its operations [3] - In response to the rapid development of low-altitude economy and embodied intelligence, the company is deploying integrated air-ground smart solutions, utilizing AI models and supercomputing centers to enhance operational capabilities [3] Market Outlook - Analysts believe that the company's accelerated integration of AI technology into its business will enhance its competitive advantages across three major business areas, leading to a new revenue model driven by AI [3] - With the ongoing expansion of AI technology and structural growth opportunities in the global market, the company is positioned to increase its business scale and move towards becoming a leader in the commercialization of AI industry models [3]

(原标题：道通科技(688208.SH)：公司与国内多家头部机器人公司开展生态合作) 格隆汇8月8日丨道通科技(688208.SEI)在互动平台表示，在公司空地一体集群智慧解决方案中，公司将根据客户的实际场景需求，与行业头部机器 人公司进行联合研发和推广相关地面机器人，在公司空地一体集群智慧解决方案样板点，公司与国内多家头部机器人公司开展生态合作。在AI机 器人行业领域，公司正加速推进以巡检垂域大模型为核心的空地一体解决方案在能源、交通等领域的广泛推广。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:0.53% 市盈率: 19.93倍 资金流向: 最新份额为60.0亿份, 增加 了0.0份, 主力资金净流出 668.8 万元。 资金流向: 最新份额为58.0亿份,减少 了3.5亿份，主力资金净流 入3106.7 万元。 估值分位: 68.72% 科创半导体ETF (产品代码: 588170) ★ 跟踪: 上证科创板半导体材料设备主题指数 估值分位:17.43% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌：7.9 ...

Core Viewpoint - Daotong Technology has achieved profitability in its AI digital energy business in Q2 2025, with a strong partnership with Huawei opening new growth opportunities [1][5]. Financial Performance - Daotong Technology's 2025 semi-annual performance forecast indicates a net profit attributable to shareholders of 4.6-4.9 billion yuan, representing a year-on-year increase of 19-26.76% [2]. - The company expects a net profit of 8.64 billion yuan in 2025, 10.39 billion yuan in 2026, and 12.50 billion yuan in 2027, with corresponding PE ratios of 25.1, 20.9, and 17.3 times [6]. Business Growth Drivers - The AI-driven digital maintenance and digital energy businesses are experiencing rapid growth, with the launch of new products like the Ultra S2 diagnostic terminal and ADAS calibration system enhancing competitiveness and profitability [3]. - The company has made significant breakthroughs in major global markets, securing large orders from top clients in various industries, which lays a solid foundation for long-term growth [3]. Revenue Structure Optimization - The company has started to separately list AI software revenue, reflecting a shift towards a model where AI software services are charged continuously, with significant growth in the charging cloud business [4]. - The charging cloud business has seen an 80% increase in orders in Q1 2025, indicating strong demand and potential for accelerated revenue growth [4]. Strategic Partnerships - Daotong Technology has become a partner of Huawei, collaborating on the development of integrated smart solutions, which is expected to significantly enhance future growth prospects [5]. - The partnership involves the integration of advanced AI models and hardware, aimed at improving operational efficiency and driving innovation across various business areas [5].

Group 1 - Huawei collaborates with Softcom Power and Daohe Tongtai to explore embodied intelligence in manufacturing, focusing on humanoid robots for general and 3C manufacturing scenarios [1] - Ant Group has invested in Titanium Tiger Robotics, increasing its registered capital from approximately 3.8 million RMB to about 4.11 million RMB, indicating growth and interest in the robotics sector [2] - The first robot-assisted biological knee joint replacement revision surgery has been successfully completed at Peking University Third Hospital, showcasing advancements in surgical robotics [3] Group 2 - The iPhone 17 Pro's heat dissipation system has been revealed, featuring a copper heat plate that significantly improves cooling efficiency compared to previous models, although its effectiveness remains to be validated [4]

Market Overview - On June 23, 2025, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed down 0.72%, with leading declines from Hengxuan Technology down 5.46%, Lanke Technology down 4.36%, and Stone Technology down 3.62% [1] - The Robotics ETF (562500) closed up 0.50%, with East杰智能 leading gains at 10.47%, Tianzhihang up 7.27%, and Kuaike Intelligent up 3.04% [1] - The trading volume for the day was 359 million yuan, making it the most active ETF in its category, indicating good liquidity [1] Key Developments - Huawei and Softcom Power are collaborating to develop humanoid robots for manufacturing scenarios, focusing on general humanoid applications and 3C manufacturing [2] - KPMG's 2025 China Banking Industry Survey Report indicates that the banking sector is leading in the application of large models, with significant efficiency improvements and innovations across various banking operations [2] - Galaxy General announced the completion of a new financing round of 1.1 billion yuan, marking the largest single financing in the field of embodied large model robots, with total financing exceeding 2.4 billion yuan over two years [2] Institutional Insights - China Galaxy Securities states that A-shares are currently at a historical average valuation, relatively low compared to mature overseas markets, suggesting high investment value [3] - The report anticipates a stable upward trend for A-shares in the second half of 2025, driven by policy support and capital inflows, while cautioning about external uncertainties and domestic economic recovery [3] - The focus on technology innovation is highlighted as a core driver for A-share supply-side reform, with recommendations to pay attention to AI computing, AI applications, embodied intelligence, and innovative pharmaceuticals [3] ETF Highlights - The Robotics ETF (562500) is noted as the only ETF in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is described as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% fluctuation range and small to mid-cap elasticity [4]