更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 京基智农 20260104 摘要 Q&A 金机智能近期的主要业务和财务表现如何? 金机智能目前的主业是农业中的生猪养殖业,主要布局在粤港澳大湾区市场。公 司以先进的 B 群繁育和楼房养殖模式为特色,在行业中处于领先地位。2024年, 公司实现净利润 7.86 亿元,而 2025年前三季度净利润为 2.94 亿元。这些较好 的业绩为公司的发展奠定了坚实基础。 争 匆 - 京基智农战略投资江苏汇博机器人,旨在切入机器人加人工智能赛道,应 对生猪行业周期性波动,实现农业与科技双轮驱动,预计交易完成后将取 得汇博机器人控制权并合并报表。 江苏汇博机器人是一家高新技术企业,拥有 401 项专利,核心团队来自知 ● 名科研机构和企业,在高等院校、能源行业及智能制造等领域提供智能装 备和解决方案,已服务 100 余家行业龙头企业及近 2000 所院校。 汇博机器人专注于具身智能,已推出三款轮式双臂半人形机器人及一款足 ● 式机器人,应用于教育科研和工业领域,并计划在 2026年发布两款人形 机器人产品,预计未来三年营收年增长率超 30%。 慧博机器人在教育领域提供协 ...

全链路协同 托举创新力量"向高攀登" 2025年初以来，"杭州六小龙"的出圈引发了各地对杭州这片创新沃土的关注。"为何是杭州"之问背后， 离不开区域创新生态系统的打造。 中新网杭州12月31日电(奚金燕)市场经营主体活力，是衡量一个地区发展潜力的重要维度。聚焦经济大 省浙江，截至今年11月，该省经营主体类型达1156.47万户，同比增长6.12%。 从"杭州六小龙"硬核出圈，到万千个体工商户蓬勃生长，如今在浙江，"大企"有活力，"小店"韧性足 ——而背后的那份守护从未间断。 回望"十四五"，浙江持续强化改革创新，统筹好"看不见的手"与"看得见的手"，着力构建既"放得 活"又"管得好"的市场经济秩序，不断为市场主体提供更适宜的成长土壤，努力让每一家小店安心经 营、让每一个创业梦想有回响。 在"大企帮小店"专项行动中，浙江促成1728家大企业结对10.94万户个体工商户。杰克科技股份有限公 司如今已是市值超92亿元、员工总人数6700余人的"大企"。从无资金、无厂房、无设备、无市场的"小 店"一路走来，他们对其中的艰辛感同身受。 知识产权是现代化经济体系的重要基础，也是创新生态的关键要素。近年来，浙江做深做透知识 ...

12月23日，"杭州六小龙"之一的云深处科技启动IPO辅导，辅导券商为中信建投证券。爱企查App显 示，杭州云深处科技股份有限公司已公布上百项专利，专利类型涵盖外观设计、发明专利与实用新型， 涉及人形机器人、足式机器人、无人机等。 ...

Core Viewpoint - Yushu Technology has completed its IPO counseling process and is preparing to submit application materials to the stock exchange for substantive review, marking a significant step towards its public listing [1][3]. Group 1: Company Overview - Yushu Technology, established in 2016, specializes in high-performance quadrupedal and humanoid robots, as well as dexterous robotic arms, and is one of the few companies globally to achieve large-scale retail of quadrupedal robots [3]. - The company's products are utilized in research, education, consumer markets, and some industrial applications, demonstrating a technological edge in embodied intelligence [3]. Group 2: Counseling Process - The counseling agreement with CITIC Securities was signed on July 7, 2025, and the entire counseling process was completed in just 132 days [3]. - During the counseling period, the company upgraded its governance structure, appointed three independent directors, and established four specialized committees within the board [3]. Group 3: Business Structure and Revenue - In 2024, quadrupedal robots are expected to account for approximately 65% of revenue, while humanoid robots will contribute around 30% [3]. - About 80% of the products are sold to research, education, and consumer sectors, with industrial applications making up around 20% [3]. Group 4: Future Plans and Market Position - The founder emphasized the goal of making robots practical tools, with plans to scale up in industrial and emergency sectors before expanding into the household market [4]. - A new 233,000 square meter "Yushu Intelligent Emergency Robot Industrial Park" is set to begin construction in June 2026, with a total investment of 1.24 billion yuan, aimed at supporting post-IPO capacity expansion [4]. - If the review progresses smoothly, Yushu Technology is expected to become the first publicly listed humanoid robot company in A-shares [4]. Group 5: Industry Insights - The IPO process of Yushu Technology will test the capital market's recognition and patience regarding the commercialization of embodied intelligence and serve as an indicator of the maturity of China's high-end robotics industry [4].

Core Insights - The article highlights the rapid development of winter sports and the ice industry in China, showcasing its integration into daily life and the significant economic opportunities it creates [10][11]. Group 1: Ice Sports and Industry Development - The number of Chinese residents participating in ice sports has reached nearly 300 million, indicating a vibrant and growing interest in winter activities [11]. - The scale of China's ice industry has increased from 270 billion RMB in 2015 to an expected 980 billion RMB by 2024, with projections to exceed 1 trillion RMB by 2025 [11]. - The ice sports season last year generated over 187.5 billion RMB in consumption, positively impacting retail, transportation, and dining sectors [11]. Group 2: Technological and Environmental Innovations - China is promoting environmentally friendly and sustainable development in ice sports through technological innovations that enhance energy efficiency and reduce carbon emissions [12]. - The number of companies in the ice industry has grown from approximately 300 in 2015 to around 900 in 2023, reflecting the industry's expansion [12]. Group 3: Green and Low-Carbon Initiatives - The Chengdu Universiade implemented green transportation initiatives, including over 7,000 new energy buses, to promote low-carbon travel during the event [13]. - Chengdu's venue construction emphasized ecological wisdom, with many facilities repurposed or built sustainably, showcasing a commitment to environmental considerations [13][14]. Group 4: Smart Technology Integration - The Hangzhou Asian Games featured extensive use of smart technologies, including autonomous buses and intelligent service robots, enhancing the event's operational efficiency [15][16]. - The integration of smart technology into urban life in China has improved citizens' quality of life, providing conveniences such as wireless charging benches and interactive navigation aids [16].

Core Viewpoint - The recent appointment of Fu Fenghua, former Vice General Manager and CFO of Hangke Technology, to Yushu Technology signals a strategic move as the company prepares for its IPO, aiming to become the first A-share "foot robot" company by Q4 2025 [2] Group 1: Company Developments - Fu Fenghua has officially joined Yushu Technology to oversee IPO-related matters, marking a significant addition to the company's leadership team [2] - Yushu Technology is currently in a critical Pre-IPO phase, having completed counseling registration with the Zhejiang Securities Regulatory Bureau in July and initial listing counseling in October [2] - The company has restructured to become "Yushu Technology Co., Ltd." as part of its preparation for the IPO [2] Group 2: Leadership Changes - Fu Fenghua, aged 38, has a background in auditing and finance, having worked at Tianjian Accounting Firm before joining Hangke Technology in 2018 [2] - The founder of Yushu Technology, Wang Xingxing, has been appointed as a member of the Shanghai Stock Exchange Technology Innovation Advisory Committee, indicating a strong commitment to entering the capital market [2] - Yushu Technology has also strengthened its financial and governance structure by appointing Wang Feng, former financial manager of Minshi Group, as the new financial head, while Wang Xingxing has stepped down as CFO [2]

Group 1 - The article highlights the significance of four private enterprises in Zhejiang, showcasing their unique strengths and contributions to innovation in various sectors [1][2] - Xinhua San Group is recognized as a leading network infrastructure giant in China, with a strong emphasis on technology and innovation, investing 12% of its revenue in R&D and holding 16,000 patents [2][3] - Wan Shili Group, a traditional silk enterprise, integrates cultural heritage with modern technology, achieving breakthroughs in biotechnology and innovative silk products [3][4] Group 2 - Cloud Deep Technology is a rising player in the robotics field, focusing on advanced robotic solutions, with products sold in 44 countries and a vision to bring humanoid robots into households [3][4] - Xian Na Optoelectronics stands out in the photovoltaic industry, being the first to achieve mass production of perovskite solar cells, which offer lower costs and higher efficiency compared to traditional silicon [4]

Core Viewpoint - The article emphasizes the growing importance and potential of humanoid robots in addressing future labor shortages and enhancing productivity across various sectors, driven by advancements in technology and supportive government policies [1][4][5]. Industry Overview - The 2025 Data Expo in Guizhou highlighted the latest advancements in humanoid and foot robots, showcasing the industry's focus on integrating these technologies into everyday life and work environments [1]. - The global expectation for humanoid robots has surged, with predictions of their numbers reaching 200-300 billion units, reflecting optimism about market potential and rapid technological advancements [3]. Technological Challenges and Progress - The humanoid robot industry has faced three main challenges: reliance on imported core components, issues with movement stability, and a weak theoretical foundation. However, significant progress has been made in achieving component localization, improving movement stability through AI, and enhancing computational capabilities [4][5]. - The focus of humanoid robot development has shifted from basic mobility to achieving embodied intelligence, which requires interdisciplinary collaboration and advancements in various technologies [5]. Practical Applications - Humanoid robots have already been deployed in practical applications such as patrol and emergency firefighting in Guizhou, indicating their growing role in real-world scenarios [6]. - The company plans to leverage Guizhou's big data industry to further integrate humanoid robots with data technologies, exploring additional application scenarios [6].

Core Viewpoint - The article emphasizes the significance of legged robots in the field of robotics, highlighting their ability to navigate complex terrains and perform various tasks, making them a focal point for future applications in inspection, security, rescue, and industrial automation [2][4]. Group 1: Importance of Legged Robots - Legged robots are considered a milestone in robotics due to their capability to handle complex environments and obstacles, moving beyond flat surfaces [2]. - There is a growing demand for talent in the legged robotics sector, with companies willing to invest heavily in skilled individuals [2]. - The article suggests that now is the optimal time to enter the legged robotics field, as it presents numerous opportunities for learning and development [2]. Group 2: Educational Initiatives - The article introduces a comprehensive course titled "From Quadruped to Biped: Full-Stack Algorithms," aimed at addressing the challenges faced by beginners in the legged robotics domain [2]. - The course covers a full technology stack from quadruped to biped robots, incorporating real-world applications and simulation environments like Isaac Gym, Gazebo, and MuJoCo [2][4]. - Key topics include the basics of quadruped robots, advanced biped robot techniques, and high-level algorithms for multi-task adaptation [2][4]. Group 3: Technical Aspects - The curriculum includes kinematics and dynamics, multi-modal sensor fusion, and practical implementations in simulation environments [3][4]. - It also covers deep reinforcement learning and imitation learning techniques, focusing on algorithms like PPO and SAC for gait control [4]. - Safety mechanisms, collision detection, and hardware deployment strategies are integral parts of the training, ensuring a comprehensive understanding of real-world applications [4][7]. Group 4: Target Audience and Prerequisites - The course is designed for AI robotics practitioners, graduate and undergraduate students, career changers, and enthusiasts interested in cutting-edge technology [16]. - Participants are expected to have a foundational knowledge of programming, algorithms, and mathematics, with recommendations for having a GPU for practical exercises [16][17]. - The training emphasizes hands-on experience, allowing learners to translate theoretical knowledge into practical engineering solutions [16].

Core Viewpoint - The "2025 Intelligent Robot Key Technology Conference" will be held in Qiqihar City from July 22-24, 2025, focusing on advancements in intelligent robotics and their applications across various industries [1]. Group 1: Embodied Intelligence Forum - The "Embodied Intelligence Forum" will take place on the afternoon of July 23, 2025, emphasizing core technological innovations and cross-industry applications in embodied intelligence [2]. - The forum will feature expert reports and PhD flash presentations aimed at promoting the full-chain development of embodied intelligence from theoretical breakthroughs to industrial implementation [2]. Group 2: Expert Reports - Key presentations include: - "Cognitive Navigation Technology for Embodied Intelligence" by Professor Yue Yufeng from Beijing Institute of Technology, addressing dynamic environment perception and autonomous decision-making [3]. - "High-Quality Development Path for Mining Embodied Intelligent Robots" by Wang Lei, focusing on intelligent solutions for specialized scenarios [3]. - "Dynamic Locomotion Control of Legged Robots" by Professor Zhang Guoteng, innovating adaptive technologies for complex terrains [3]. - "Human-Machine Collaboration Driven by Cross-Modal Embodied Intelligence" by Associate Professor Yang Kun, exploring multi-modal perception integration and operational optimization [3]. - "Fall Prediction Research Based on Transfer Learning and Attention Fusion ResNet" by Professor Wu Chuanyan, enhancing intelligent health monitoring systems [3]. - "Skill Learning for Robot Manipulation of Flexible Objects" by Fu Tianyu, tackling challenges in unstructured environments [3]. Group 3: PhD Flash Presentations - The forum will also showcase young scholars presenting cutting-edge research on the application innovations of embodied intelligence in industrial and medical fields, highlighting the youthful energy driving technological implementation [4]. Group 4: Health and Rehabilitation Robots Forum - The "Health and Rehabilitation Robots Forum" will be held on the morning of July 24, 2025, addressing technological solutions to aging challenges [6]. - Expert reports will cover topics such as: - "Robot Empowerment Paths for China's Aging Population" by Zhang Jianhua, outlining technological routes to address aging society issues [6]. - "Technological Innovation in Elderly Care Services and Applications of Care Robots" by Lan Zhi, discussing care scenarios across institutions, communities, and homes [6]. - "Key Technologies and Clinical Research of Lower Limb Rehabilitation Exoskeleton Robots" by Guo Zhao, revealing new mechanisms for gait reconstruction and neural compensation [6]. - "Intelligent Gait Analysis and Clinical Applications" by Ji Bing, driving innovations in AI-enabled rehabilitation assessment paradigms [6]. - "Design and Implementation of Acupuncture Robot Systems" by He Zhaoshui, overcoming automation challenges in traditional therapies [6]. - "Bionic Arm Systems with Multi-Modal Tactile Perception" by Zhang Ting, exploring fine manipulation challenges in human-robot interaction [6]. - "Personalized Rehabilitation Assessment and Motion Control Optimization Driven by Muscle Coordination" by Sheng Yixuan, pioneering personalized functional reconstruction solutions [6]. Group 5: Youth Innovation Reports - The forum will feature flash presentations from young scholars on topics such as: - "Minimum Impact Trajectory Planning for Lower Limb Rehabilitation Robots" by Wang Xincheng [7]. - "Cardiovascular Health Risk Perception Technology Based on Multi-Sensor Fusion" by Xie Shiqin [7]. - "Design and Analysis of Multi-Posture Lower Limb Rehabilitation Robots" by Yu Hongfei [7]. - "Development of Portable Multi-Channel fNIRS Systems" by Xiang Jiayao [7].