作为第二十五届中国国际投资贸易洽谈会期间聚焦优质项目与资本对接的核心环节，活动以"链接创新力量，赋能产业未来"为目标，精选信息技术与人工智 能、智能制造两大热门赛道的12个优质项目，银河证券、多维资本、浔商创投、福建省闽商研究会、中仑科技集团有限公司等多家创投机构、协会参加本次 路演。活动搭建起集项目路演、资本对接、趋势洞察于一体的专业交流平台，为参会者呈现了一场兼具思想深度与实践价值的创新盛会。 路演环分上下午两场进行，信息技术与人工智能、智能制造赛道的12个优质项目依次登台，全方位展示技术创新、商业模式、市场潜力及团队优势，现场投 资人与企业家积极提问、深入交流，形成了高效的对接氛围。 信息技术与人工智能赛道——创新技术赋能数字未来 l 宇曜（北京）科技有限公司：模型包含16个一级垂类，88个二级垂类，覆盖新能源、半导体、航空航天等10+关键领域。材料研发周期缩短 80%（传统5- 15 年→1年），成本降低 70% 实验失败率从80%降至5%以下，目标预测精度可达98%，覆盖面广；支持高通量材料设计（单日完成百万级组合模拟） 路演现场 智能制造赛道——硬核科技驱动产业升级 信息技术与人工智能赛道的6个项 ...

更名、完成股改、接受上市辅导、宣布预期IPO时间，人形机器人第一次离二级市场的门槛这么近。 9月10日，第一财经记者采访多位投资人、机器人企业创业者、供应商等了解到，除了已经宣布IPO预 期时间的宇树之外，至少还有三家人形机器人企业正在进行IPO的筹备，人形机器人争先恐后地跨过一 级市场通向二级市场的门槛，拿下"第一股"。 第一财经记者从多个机器人企业创始人、一级市场投资人以及公司核心人员处获悉，仅在北京和上海两 地，就有至少三家人形机器人企业正在筹备IPO相关的事宜。其中，大部分企业瞄准了港交所。 "因为A股和港股的上市流程和监管条例还是有些不一样，不好判断谁会先上。"一位接近美团龙珠的内 部人士向第一财经记者表示，目前内部核心管理层对包括机器人在内的科技投资项目的态度是"要抓住 规律，抓紧时间搞退出"。 2024年，美团及旗下龙珠资本对宇树科技进行了两次投资，美团龙珠核心管 理层当前对宇树的看法则是"有机会就赶紧上。" 第一个上市，对于人形机器人企业来说，不仅仅是争抢一个"第一股"名号，更重要的是，企业需要在二 级市场融到更多的钱。"出资人的压力肯定存在，但更关键的是，在这个行业里，谁能先上市，大概率 谁 ...

Group 1 - The core viewpoint of the news highlights the active performance of the robotics sector, particularly focusing on the launch of Unitree A2 by Yushu Technology, which showcases advanced capabilities in terrain navigation and load-bearing [1][2] - Yushu Technology's Unitree A2 weighs approximately 37 kilograms, has a maximum running speed of 5 meters per second, and can climb heights of up to 1 meter, demonstrating its robust design for various applications [1] - The upcoming "2025 World Robot Conference" on August 8 will feature over 1,500 exhibits from more than 200 domestic and international robotics companies, indicating a significant industry event [1] Group 2 - Yushu Technology is recognized as one of the earliest companies in China to develop robotic dogs, achieving a global market share of nearly 70% in 2023, which is crucial for its expansion into humanoid robotics [2] - Recent orders from major companies, including China Mobile's procurement of Yushu and Zhiyuan Robotics products worth 124 million yuan, signify a growing demand for robotic solutions across various sectors [2] - The China Securities Regulatory Commission has initiated the listing guidance for Yushu Technology, with a comprehensive evaluation scheduled between October and December to assess its eligibility for public offering [2] Group 3 - Several companies are identified as key suppliers to Yushu Technology, including Changsheng Bearing, which provides self-lubricating bearings and linear actuators, and Zhongdali De, which supplies planetary gear reducers and high-precision gears [3][4] - Other notable suppliers include Aobi Zhongguang, which offers 3D vision cameras and depth engine chips, and Hanwei Technology, which supplies flexible tactile sensors to enhance robot interaction [3][4] - The collaboration between Yushu Technology and Shengtong Co., Ltd. in the educational robotics sector reflects the expanding applications of robotics in various fields [3][4]

Group 1 - The core viewpoint of the news highlights the significant rise of the robotics sector in the capital market, driven by advancements in "embodied intelligence" technology and capital operations, with Shuangwei New Materials (688585.SH) achieving an 11-day cumulative increase of 643.32%, setting a new record for A-share "20cm" limit-up [1] - The robotics concept stock value logic has evolved beyond traditional manufacturing, with a clearer industrial chain ecosystem emerging around the components referred to as "limbs, nerves, cerebellum, and brain" [1] Group 2 - The "limbs" represent the core components, including robotic joints and motion systems, which are fundamental to physical capabilities. For instance, Green's Harmonic (688017.SH) has over 30% market share in harmonic reducers, essential for humanoid robots in high-load scenarios [1] - The "nerves" pertain to environmental perception and signal transmission, relying on sensors and actuators. Companies like Orbbec (688322.SH) provide 3D vision cameras and LiDAR, enhancing robots' environmental awareness [2] - The "cerebellum" involves motion control and AI algorithms, depending on high-performance computing platforms. Zhongdali De (002896.SZ) supplies planetary reducers and servo systems, while companies like Lingyun Optical (688400.SH) develop solutions to optimize robotic motion coordination [3] - The "brain" refers to AI models and data ecosystems, where companies like iFlytek (002230.SZ) enhance robots' semantic understanding through voice interaction technology [3] - The evolution of these components is expected to lead to the emergence of a trillion-level market within the robotics industry chain, indicating a clearer ecosystem [3]

Group 1 - The A-share robotics sector experienced a rise, with stocks like Wolong Electric Drive, Jingxing Paper, and Jinfat Technology hitting the daily limit [1] - Yushu Technology has initiated its listing guidance with CITIC Securities as the advisory firm, with the controlling shareholder holding 34.763% of the company [1][4] - Fourier released a new humanoid robot product GR-3, while several robotics companies announced new rounds of financing [1] Group 2 - Leading domestic robot manufacturers are accelerating their capitalization process, attracting widespread attention [3] - Longsheng Bearing, a supplier for Yushu, saw its stock price rise by 17.13%, with a year-to-date increase of over 200% [3] - Other suppliers like Zhongdali De and Aobi Zhongguang also experienced stock price increases, indicating positive market sentiment towards Yushu Technology [3] Group 3 - Jingxing Paper reported a stock price of 4.49 yuan per share, with a year-to-date increase of over 13.38%, and has indirectly invested in Yushu Technology [4] - Longsheng Bearing indicated that revenue from robotics components is currently less than 1% of its main business income [4] - Yushu Technology's listing timeline is contingent on various factors, with a potential evaluation for IPO readiness expected between October and December [4]