1. 【欧科亿：公司研发的旋风铣刀具可用于人形机器人丝杠加工】欧科亿(688308)近日在机构调研 时表示，公司在机器人核心零件加工刀具方面已有较多布局。公司已有刀具产品可用于机器人零部件 加工，例如丝杠、减速器、行星轮等零件的加工；公司研发的旋风铣刀具，可用于人形机器人丝杠加 工，如用于行星滚柱丝杠等高精度丝杠的加工，能提高生产效率和加工精度；用于齿轮加工的齿轮滚 刀已通过下游客户验证并进入供货阶段；公司在减速器龙头企业已完成刀具测试。此外公司将持续优 化和开发相关刀具产品，并加大在机器人核心零件加工的整体解决方案方面的布局。（新浪财经） 2.【英伟达Blackwell芯片量产新进展，首片美国制造晶圆下线】《科创板日报》18日讯，当地时间 10月17日，英伟达创始人兼首席执行官黄仁勋到访台积电位于美国亚利桑那州凤凰城的半导体制造 工厂，共同庆贺首片在美国本土生产的Blackwell晶圆正式下线。在庆典现场，黄仁勋与台积电运营 副总裁王永利共同在这片晶圆上签名，意味着英伟达最新一代AI核心芯片正式在美国本土进入量产阶 段。（腾讯网） 3.【江南造船1600吨门式起重机项目签约】上海振华重工集团和江南造船（集团 ...

Core Viewpoint - Shanghai Zhenhua Heavy Industries and Jiangnan Shipyard have signed a contract for a new 1600-ton gantry crane project, enhancing capabilities in shipbuilding operations [1] Group 1: Company Developments - The new 1600-ton gantry crane features a single girder design and is equipped with two upper trolleys and one lower trolley, allowing for various lifting functions [1] - The crane will primarily be used for critical processes such as hull section assembly, lifting, and transportation in shipbuilding [1] Group 2: Industry Implications - The introduction of this crane addresses the diverse lifting needs in shipbuilding, indicating a trend towards more advanced and versatile equipment in the industry [1]

Core Viewpoint - Shanghai Zhenhua Heavy Industries and Jiangnan Shipyard have signed a contract for a new 1600-ton gantry crane project, which will be primarily used for critical processes in ship body assembly and lifting operations [1] Company Summary - The new 1600-ton gantry crane features a single girder design, indicating a focus on efficiency and modern engineering solutions [1] - The crane will play a significant role in the assembly and lifting of ship components, enhancing operational capabilities within the shipbuilding industry [1] Industry Summary - The completion of this project reflects ongoing advancements in the shipbuilding sector, particularly in heavy lifting equipment, which is crucial for improving productivity and safety in ship construction [1]