第二代人形机器人
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一块键盘敲不出爆款“小作文” 协同治理方能斩断“利益链”
Mei Ri Jing Ji Xin Wen· 2025-10-21 10:47
资本市场接连出现"小作文"。10月20日晚间,万润科技公告,近期市场上流传的"万润科技线上反路演 及获得大额订单"是假消息,公司既无反路演更无所谓大额订单。无独有偶,数日前的10月15日晚间, 三花智控公告,"特斯拉已向中国供应商三花智控下达价值50亿元人民币(或6.85亿美元)的Optimus (特斯拉开发的人形机器人)线性执行器订单"也是假消息。 "小作文"虽然字数很少,但能量很大。在传闻的推动下,10月17日和20日,万润科技股价连续大涨,20 日还以涨停价收盘,两天市值增加超过22亿元。三花智控更为典型,15日当天其A股以涨停收盘,市值 暴增169亿元,70多亿元资金在5%以上的涨幅追高买入,整个人形机器人概念也被带动起来,板块指数 大涨2.91%,雷迪克、长盈精密、荣旗科技的涨幅均超过10%。 更早之前,淳中科技、芯原股份、寒武纪、中金公司、永安药业等都曾因"小作文"而股价大涨。这 些"小作文"有一些共同特点:一是紧贴热门概念,市场情绪更容易被激发,人形机器人、半导体就是近 期最热门的题材;二是涉及的公司是行业龙头或股性活跃的公司,和热门概念直接相关,三花智控本就 有人形机器人相关业务,而万润科技跨 ...
南京不断推动产业强市全面起势︑积厚成势︐加快塑造发展新动能
Nan Jing Ri Bao· 2025-07-16 23:38
Core Viewpoint - Nanjing is accelerating the construction of a modern industrial system, focusing on the "1+4+6" strategy to enhance industrial strength and achieve breakthroughs in key sectors [4][10]. Group 1: Industrial Strategy and Initiatives - The "1+4+6" framework includes the implementation of the three-year action plan for industrial strength, the establishment of four industry promotion offices, and the formation of six specialized industry teams [4][5]. - The city has introduced a series of industrial action plans and support policies targeting 12 industrial directions and 27 sub-fields, clarifying the focus for attracting investment and developing key industries [5][10]. Group 2: Performance and Growth Metrics - In the first half of the year, the core robotics industry in Nanjing achieved revenue of 19.4 billion, reflecting a year-on-year growth of approximately 20% [6]. - The software and information services sector generated 520 billion in revenue, with a growth rate of 16.5%, while the artificial intelligence core industry reached 26 billion, growing by 26% [6][7]. - The biopharmaceutical industry reported revenues of 118.5 billion, marking an 11.5% increase, and the new generation information communication sector achieved 74.2 billion, with a growth of 12.1% [7]. Group 3: Investment and Project Development - Nanjing successfully attracted 105 projects, with a planned investment of approximately 13 billion, including 41 projects with investments exceeding 100 million [7][9]. - Baiyun Electric plans to invest nearly 10 billion in a smart electrical technology park, aiming to create a significant energy industry cluster with projected revenues of 50 billion upon full operation [9]. Group 4: Future Directions and Goals - The city aims to enhance collaboration between government and enterprises, focusing on improving mechanisms, attracting key enterprises, and providing comprehensive project support [10][11]. - The emphasis will be on nurturing a favorable industrial innovation ecosystem, addressing pain points in technology transfer, and fostering long-term capital investment to support industrial breakthroughs [10][11].