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3月苏州站:投研闭门会、追觅生态、魔法原子、灵猴机器人——AI中国力量·前沿科技
泽平宏观· 2026-01-31 03:38
Core Viewpoint - The article emphasizes the importance of advanced technology companies in redefining modern life and driving economic growth, particularly in the fields of AI, robotics, and smart home ecosystems [8][14]. Company Summaries 1. Chasing Technology - Founded in 2017, Chasing Technology focuses on high-speed digital motors, intelligent algorithms, and motion control technology, positioning itself as a global high-end tech brand. The company has applied for over 8,000 patents and received more than 3,000 authorized patents by December 2025. Its product matrix spans cleaning, personal care, and kitchen appliances, establishing it as a leader in the smart cleaning sector [4][19]. 2. Magic Atom - Established in 2024, Magic Atom is one of the few companies in China with full-stack self-research capabilities for humanoid robots, boasting a hardware self-research rate exceeding 90%. The company focuses on commercializing its technology through the "Thousand Scenes Co-Creation Plan," which tests robots in real-world scenarios to ensure they are useful and user-friendly [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core supplier of components in the smart manufacturing sector. The company specializes in machine vision, direct-drive motors, and industrial robots, leveraging its technical expertise to expand into embodied intelligence. It offers a one-stop ODM service for embodied intelligence and aims to build an ecosystem that integrates core components, complete machines, and scenario-based testing [7][21]. Industry Insights 1. AI and Robotics Trends - The article highlights the shift of AI from virtual to physical reality, unlocking trillion-dollar market opportunities. The focus is on service robots and the integration of AI-driven models that enable a closed loop of perception, decision-making, and execution across various sectors [9][18]. 2. Investment Logic - The investment logic in the robotics industry is centered around identifying key players with "positioning advantages" and understanding the technological breakthroughs and supply chain maturity of essential components like reducers, motors, and dexterous hands [18]. 3. Future Opportunities - The exploration of smart technology's role in industrial upgrades is crucial, with a focus on the latest developments in AI and robotics, aiming to cultivate new productive forces and paths for technological self-innovation [18].
3月苏州站:投研闭门会、追觅生态、魔法原子、灵猴机器人——AI中国力量·前沿科技
泽平宏观· 2026-01-29 16:05
追更生态 全场景高端智能生态,重新定义现代生活 以下文章来源于泽平宏观商学 ,作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 企业简介 追觅科技成立于2017年,是以高速数字马 达、智能算法、运动控制技术为核心的全球高端 科技品牌。其始终坚信"核心技术是一切的根本", 重视技术研发与创新。截至2025年12月,全球累 计申请专利超8000件,累计获得授权专利超 3000件。追觅科技旗下产品覆盖清洁、个护、厨 电等多元场景的高端智能产品矩阵,已成为智能 清洁领域的全球领导品牌。 魔法原子 聚焦机器人全栈自研,推动具身智能落地 魔法原子成立于2024年,是国内少数具备通 破桂 世 世 J7\///000 ヘエツイロリアム リアベリア ■ リア 超90%。不同于实验室构想,它坚持以商业化落 地为导向,发起"千景共创计划",在工厂、商业等 真实场景中锤炼机器人,解决"有用、好用、有人 用"的问题,加速技术转化为新质生产力。 灵猴机器人 视觉感知和运动控制技术,叩开自主创新大门 灵猴机器人成立于2015年,是智能制造领域 的核心零部件供应商。其自主研发机器视觉、直 驱电机、工业机器人等核心产 ...
3月苏州站:投研闭门会、追觅生态、魔法原子、灵猴机器人——AI中国力量·前沿科技
泽平宏观· 2026-01-28 16:05
前沿科技企业实战研学 读万卷书行万里路 企业简介 追更生态 以下文章来源于泽平宏观商学 ,作者泽平宏观商学 泽平宏观商学 . 全场景高端智能生态,重新定义现代生活 追觅科技成立于2017年,是以高速数字马 达、智能算法、运动控制技术为核心的全球高端 科技品牌。其始终坚信"核心技术是一切的根本", 重视技术研发与创新。截至2025年12月,全球累 计申请专利超8000件,累计获得授权专利超 3000件。追觅科技旗下产品覆盖清洁、个护、厨 电等多元场景的高端智能产品矩阵,已成为智能 清洁领域的全球领导品牌。 魔法原子 聚焦机器人全栈自研,推动具身智能落地 魔法原子成立于2024年,是国内少数具备通 破桂 世 世 J7\///000 ヘエツイロリアム リアベリア ■ リア 超90%。不同于实验室构想,它坚持以商业化落 地为导向,发起"千景共创计划",在工厂、商业等 真实场景中锤炼机器人,解决"有用、好用、有人 用"的问题,加速技术转化为新质生产力。 灵猴机器人 视觉感知和运动控制技术,叩开自主创新大门 灵猴机器人成立于2015年,是智能制造领域 的核心零部件供应商。其自主研发机器视觉、直 驱电机、工业机器人等核心产 ...