巨蟹智能核心团队深谙机器人领域，近二十载的深厚积淀，铸就顶尖专业实力。 投资方观点： 对于本次投资，科沃斯副总经理兼CFO马建军表示： 伴随着当前具身智能和人工智能技术的加速演进，科沃斯在机器人赛道上持续深耕探索，并面向未来积极投资布 局。巨蟹智能作为科沃斯在机器人核心部件领域的全新布局，将致力于协作推动机器人在关键传动部件、减速、 关节等领域的前沿技术及工艺创新突破，抢占机器人技术链及产业链发展制高点。 巨蟹智能创始人赵伟表示： 近日，国内智能驱动及一体化关节领先创企-无锡巨蟹智能驱动科技有限公司(以下简称"巨蟹智能")正式宣布完成 A轮近亿元人民币融资。 本轮融资由科沃斯战投领投，上海宁玮仁、上海湖银等产业资源方跟投。此次融资的成功，标志着市场及产投方 对巨蟹核心技术实力、产品商业化能力及未来发展潜力的高度认可。 巨蟹智能成立于2019年，是一家专注于智能驱动与高性能机器人关节的科技创业公司，始终致力于关键核心部 件：谐波减速机、微型低压驱动器、集成式编码器、力传感器、一体化关节的全栈研发与产业化。 感谢科沃斯及所有投资方对巨蟹智能的认可与支持。基于本次融资资金，巨蟹智能将进一步加大在一体化关节、 高性能 ...

其核心设计在于滚子的交叉排列方式，结构特点为内外圈一体化设计，滚子呈90°交叉排列，相邻滚子 方向垂直；工作原理为滚子与滚道呈线接触，同时承受径向力、轴向力和倾覆力矩，实现多方向载荷的 高效承载。其相比普通轴承，结构更紧凑，刚性提升50%以上，且旋转精度可达微米级。就技术壁垒而 言，其高技术壁垒主要体现在精密加工（需极高的尺寸精度和旋转精度，误差需控制在微米级）、材料 工艺（需采用高强度、高韧性的材料，确保在重载和冲击载荷下的可靠性，且高精度磨床是保证精度的 核心设备）和装配检测（装配精度要求极高，需确保滚子与滚道的完美配合）等方面，目前市场仍由国 际巨头主导。 薄壁交叉滚子轴承是机器人中的关键角色。在各类精密减速机中扮演着不可或缺的角色，是其实现高精 度、高刚性回转运动的核心支撑元件。以谐波减速机为例，薄壁交叉滚子轴承主要用于谐波减速器的输 出端，核心功能为直接支撑柔轮或与输出轴连接，承受输出端的径向力、轴向力和倾覆力矩。 事件：近日，联域股份与洛阳奥维特精密轴承有限公司举行战略合作签约仪式，联域股份战略投资入股 洛阳奥维特，成为其主要股东。洛阳奥维特，长期聚焦精密轴承主业，已成为众多国内知名装备制造企 业 ...

9月17日，瑞迪智驱跌0.21%，成交额1.83亿元。两融数据显示，当日瑞迪智驱获融资买入额1455.56万 元，融资偿还2596.08万元，融资净买入-1140.52万元。截至9月17日，瑞迪智驱融资融券余额合计2.29 亿元。 资料显示，成都瑞迪智驱科技股份有限公司位于四川省成都市双流区西航港大道中四段909号，成立日 期2009年2月6日，上市日期2024年5月13日，公司主营业务涉及自动化设备传动与制动系统关键零部件 研发、生产与销售。主营业务收入构成为：电磁制动器57.39%，精密传动件30.26%，其他6.93%，谐波 减速机5.42%。 截至7月31日，瑞迪智驱股东户数1.03万，较上期减少1.57%；人均流通股3026股，较上期增加1.59%。 2025年1月-6月，瑞迪智驱实现营业收入3.17亿元，同比增长7.34%；归母净利润5100.91万元，同比增长 1.07%。 融资方面，瑞迪智驱当日融资买入1455.56万元。当前融资余额2.29亿元，占流通市值的6.96%，融资余 额低于近一年50%分位水平，处于较低位。 融券方面，瑞迪智驱9月17日融券偿还0.00股，融券卖出0.00股，按当日 ...

Group 1 - The company, Reedy Intelligent Drive (瑞迪智驱), has confirmed that it has begun bulk supply of harmonic reducers to Titan Robot Technology (Shanghai) Co., Ltd. [1]

Group 1 - The core viewpoint of the news is that Ruide Zhichu's stock price increased by 5.26% to 92.00 CNY per share, with a trading volume of 1.52 billion CNY and a turnover rate of 5.44%, resulting in a total market capitalization of 7.099 billion CNY [1] - Ruide Zhichu Technology Co., Ltd. is located in Chengdu, Sichuan Province, and was established on February 6, 2009. The company specializes in the research, production, and sales of key components for automation equipment transmission and braking systems [1] - The main business revenue composition includes electromagnetic brakes (57.39%), precision transmission components (30.26%), other products (6.93%), and harmonic reducers (5.42%) [1] Group 2 - From the perspective of fund holdings, Xinyuan Fund has a fund that heavily invests in Ruide Zhichu. The Xinyuan Xinhang Mixed A Fund (017026) held 4,480 shares in the second quarter, accounting for 0.25% of the fund's net value, making it the seventh-largest holding [2] - The estimated floating profit from this investment today is approximately 20,600 CNY [2] Group 3 - The Xinyuan Xinhang Mixed A Fund (017026) was established on April 22, 2025, with a latest scale of 15.5632 million CNY and has achieved a return of 2.33% since inception [3] - The fund manager, Chen Li, has a cumulative tenure of 12 years and 31 days, with total assets under management of 702 million CNY. The best fund return during his tenure is 220.76%, while the worst return is -22.36% [4]

9月11日，瑞迪智驱涨5.26%，截至发稿，报92.00元/股，成交1.52亿元，换手率5.44%，总市值70.99亿 元。 资料显示，成都瑞迪智驱科技股份有限公司位于四川省成都市双流区西航港大道中四段909号，成立日 期2009年2月6日，上市日期2024年5月13日，公司主营业务涉及自动化设备传动与制动系统关键零部件 研发、生产与销售。主营业务收入构成为：电磁制动器57.39%，精密传动件30.26%，其他6.93%，谐波 减速机5.42%。 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模20.8亿。今年以来收益88.64%，同 类排名64/8175；近一年收益190.46%，同类排名20/7982；成立以来收益87.17%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间7年332天，现任基金资产总规模161.36亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报6.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均 ...

Group 1 - The core point of the news is that Ruide Zhichu experienced a decline of 5.07% in stock price, reaching 82.80 yuan per share, with a trading volume of 131 million yuan and a turnover rate of 4.86%, resulting in a total market capitalization of 6.389 billion yuan [1] - Ruide Zhichu, established on February 6, 2009, is located in Chengdu, Sichuan Province, and specializes in the research, production, and sales of key components for automation equipment transmission and braking systems [1] - The main revenue composition of Ruide Zhichu includes electromagnetic brakes (57.39%), precision transmission components (30.26%), other products (6.93%), and harmonic reducers (5.42%) [1] Group 2 - From the perspective of fund holdings, one fund under Xinyuan Fund has a significant position in Ruide Zhichu, with Xinyuan Xinlinghang Mixed A (017026) holding 4,480 shares, accounting for 0.25% of the fund's net value, making it the seventh-largest holding [2] - The estimated floating loss for the fund on the current day is approximately 19,800 yuan [2] Group 3 - Xinyuan Xinlinghang Mixed A (017026) was established on April 22, 2025, with a latest scale of 15.5632 million yuan and a cumulative return of 3.62% since inception [3] - The fund manager, Chen Li, has a tenure of 12 years and 24 days, with total assets under management of 702 million yuan, achieving a best fund return of 220.76% and a worst fund return of -22.36% during his tenure [4]

Core Viewpoint - The company Keda Li (002850) announced on August 28 that its cycloidal gear and harmonic gear production lines can be shared, enhancing manufacturing efficiency and precision [1] Group 1: Company Insights - Keda Li's advantage lies in its high reduction ratio precision gear processing technology, which can improve the accuracy and rigidity of cycloidal gear [1] - The cycloidal gear is suitable for the lower body of humanoid robots, addressing issues of low precision and insufficient reduction ratio in planetary gear systems [1] Group 2: Industry Context - The use of wire cutting slow-moving technology in the production of cycloidal and harmonic gears indicates a trend towards advanced manufacturing techniques in the gear industry [1]

Core Viewpoint - The company Keda Li (科达利) is focusing on three main product areas: harmonic reducers, joint modules, and cycloidal reducers, with a strategy of continuous optimization based on market demand and development trends [1] Group 1: Product Development - Keda Li has established a product development approach since its inception, aiming to dynamically optimize and iterate product directions in response to market needs [1] - In the harmonic reducer sector, the company is prioritizing the development of lightweight products using innovative materials such as aluminum-steel composites and special PEEK materials, which have received positive market feedback [1] Group 2: Market Applications - The special PEEK material harmonic reducers are particularly gaining attention in the humanoid robot field, where customer requirements for product lifespan are less stringent compared to industrial robots [1] - The company is working on continuously optimizing manufacturing processes to achieve cost reduction and mass production of these specialized material products [1]

Group 1: Product Development and Innovation - The company focuses on three main product directions: harmonic reducers, joint modules, and cycloidal reducers [2][3] - In the harmonic reducer sector, the company is developing lightweight products using aluminum-steel composites and special PEEK materials, receiving positive market feedback, especially in humanoid robotics [2][3] - The joint module is being enhanced through self-developed technologies to improve torque-to-weight ratio and energy efficiency, with energy consumption reduced by 50% compared to previous models [3][4] Group 2: Competitive Advantages - The company has established strong partnerships with key players like Weichuang Electric for technology training and production, enhancing overall capabilities [4] - There is significant room for innovation in the structure and material selection of harmonic reducers, giving integrated manufacturers an edge in optimizing joint module business [4][5] - The integration of resources from Keda Li, Taiwan Mengli, and Taiwan Mengying has created a global service network, facilitating customer cooperation [5] Group 3: Market Dynamics and Challenges - The sample testing cycle for customers typically lasts at least 1-2 months, with ongoing adjustments needed due to rapid advancements in humanoid robotics technology [6] - The production lines for cycloidal reducers can be shared with harmonic reducers, utilizing wire cutting technology to enhance precision and rigidity [7] - The company's reducers are designed to be lightweight, energy-efficient, and high in transmission efficiency, with aluminum-steel reducers being 30%-60% lighter than standard products while maintaining strength and improving heat dissipation [7]