2025智能机器人与公共安全创新发展论坛 将于9月26日下午14：00 在北京世纪金源大饭店国际会议厅举办 欢迎扫码报名参会↓ ↓ ↓ 共于大 人工智能是新一轮科技革命和产业变革的重要驱动力量, 是推动安防行业转型升级的核心引擎。为积极响应国务院常务 会议提出的《关于深入实施"人工智能 +"行动的意见》,贯彻 落实"人工智能 + 安防"行动,以技术革新为引擎,推动安防 新质生产力跃升,中国安全防范产品行业协会定于 9 月 26 日 在北京世纪金源大饭店召开 2025 中国安防"人工智能 +"行动 大会,同期举办 2025 智能机器人与公共安全创新发展论坛。 将围绕各类智能机器人在公共安全等场景的创新应用,聚焦全 球智能机器人领域前沿技术和产业发展面临的新挑战,探讨"机 器人 +"在赋能经济社会高质量发展中的新动能,拓展智能机 器人在生产制造、商业和公共场所服务以及安防巡逻、应急救 援、安检排爆、卫生防控、工业巡检等场景的广泛应用,展望 新一代人工智能与机器人深度融合带来的新机遇。 - ZUZORE ST F ZOLE ♀ 北京 ·世纪金源大饭店 扫码预约参会 论坛议程 国际会议厅; 14:00-17:40 . ...

Core Points - The 12th China International Police Equipment Expo (CIEE) will be held from May 14 to 17 in Beijing, showcasing a record exhibition area of approximately 64,000 square meters [1] - The theme of this year's expo is "New Technology, New Equipment, New Quality Combat Capability," highlighting advancements in technology and equipment [2] Group 1: Event Overview - The expo will feature various exhibition areas including police equipment, domestic enterprises, international enterprises, and zones for equipment demand matching and new product technology releases [1] - A total of 30 foreign companies from 11 countries, including the USA, Canada, Australia, and several European nations, will participate in the event [1] Group 2: Key Features - The expo will showcase cutting-edge technologies such as artificial intelligence and new materials, including police robots capable of intelligent analysis and autonomous decision-making [2] - There will be a focus on professional applications with simulated law enforcement scenarios, allowing attendees to see equipment in action [2] - The event aims to promote cooperation and mutual benefits through supply-demand matching meetings, enabling enterprises to understand actual needs and develop targeted equipment [2] - International exchanges will be strengthened by attracting advanced foreign police equipment companies and inviting foreign police delegations to the expo [2]

Summary of Key Points from Conference Call Industry Overview - The humanoid robot sector is experiencing short-term adjustments influenced by funding conditions, but the long-term industry trend remains positive, with an optimistic outlook for the next two months [1][2] - The Tesla supply chain opportunities are focused on marginal changes in hardware solutions, such as lightweight materials and dexterous hands, with attention on PCL material applications and new developments in transmission mechanisms and sensors [1][3] Core Insights and Arguments - Domestic alternatives like Xiaomi, Huawei, and Xpeng show significant potential, with Xiaomi expected to release new vehicles that may advance robotics, Huawei's technology alignment with Tesla, and Xpeng's plans for mass production of robots by 2025 [1][5] - Huaneng International Power Co. has made breakthroughs in gas chains and domestic alternatives, with inspection robots covering major domestic clients and police robots showing significant lightweight advantages, expected to secure orders this year [1][6] - The humanoid robot industry is in the hardware standardization phase, with servo motors being the core of movement, and rare earth permanent magnet motor solutions being the most effective [1][7] - Magnetic components are crucial for the performance of permanent magnet motors, with optimization of magnetic circuits being essential for maximum magnetic performance output [1][7] Investment Opportunities - Key investment targets include Huaneng International Power Co. and Beite Technology, with Huaneng making significant progress in gas chains and inspection robots, and Beite having secured 1,800 C-axis orders with strong demand in the pneumatic components sector [1][6] - The humanoid robot supply chain offers upstream companies deep involvement in terminal product design, creating high added value and helping to build significant barriers in the field [1][8] Material Demand and Market Trends - Tesla's new generation humanoid robots have raised higher demands for lightweight materials, particularly PEEK, which has seen a surge in market interest since late April 2024 [1][9][10] - Companies like Zhongyan Co. and New Harmony have performed well in the PEEK market, with downstream companies like Weike Technology and Nanjing Julong also showing strong performance due to clear technical paths [1][10] Additional Insights - The mechanical industry has seen changes due to new policy regulations, affecting the configuration and segmentation logic of the sector [1][11] - Companies like Rongtai and new entrants like Flantak and Redik are actively pursuing asset acquisitions, indicating a dynamic market response [1][11] Future Expectations - The humanoid robot sector is expected to continue its upward trend, with short-term impacts from new regulations but long-term benefits for most related stocks, particularly smaller companies with significant growth potential [1][14][17]