随着"新质生产力"理念成为中国经济高质量发展的核心驱动力，人工智能产业的发展重心正加速从技术 攻坚向场景落地与产业融合迁移。在这一趋势中，创新奇智(02121)始终坚定聚焦"AI+制造"赛道，深入 渗透工业场景，已推动多项成熟商业化案例落地，逐步构筑起差异化的竞争优势。 值得关注的是，公司最新中报业绩展现出强劲向好态势：营收实现稳健增长、亏损幅度大幅收窄、毛利 率攀升至历史新高，多项指标预示其正快速逼近盈利拐点。 高度聚焦的战略定位、扎实的研发创新实力与高效的商业化落地能力，叠加业绩拐点将至的明确信号， 共同表明该公司股价已具备上行潜力，正成为值得市场重点关注的投资标的。 营收重回高增长轨道 盈利拐点渐行渐近 经过2024年的主动战略聚焦与业务调整，创新奇智成功剥离非核心及低效业务，于今年上半年重返高质 量增长轨道，多项财务指标呈现出健康、强劲的发展势头。 公司财务结构健康稳固，经营活动现金流显著改善，上半年经营活动所用现金净额为840万元，同比优 化67.6%，表现出强劲的自我造血能力。 此外，期内回款效率大幅提升，应收账期回款天数缩短至122天，同比改善52天，处于行业领先水平， 资产运营质量优异。 总体 ...

另据创新奇智公众号，2025年以来，智能体已成为公司企业战略的重要一环。公司确立了"一模一体两 翼"的战略布局，即以AInnoGC工业大模型为底座，以AI智能体为引擎，以工业机器人和工业软件为应 用两翼，软硬协同发展，提升制造业智能化水平。国泰海通证券此前研报指出，中国智能工业化是发展 趋势，企业对人工智能技术推动数字化转型的需求依然旺盛，该行对公司新年度的业绩增长持积极乐观 态度。 智通财经APP获悉，创新奇智(02121)涨超5%，截至发稿，涨5.37%，报6.28港元，成交额1181.7万港 元。 消息面上，创新奇智近日公布，根据股份购回授权，公司于2025年7月于公开市场合共购回148.8万股股 份，总代价为894.71万港元。此前5月，创新奇智宣布，董事会正式决议行使股份购回授权，拟不定时 于公开市场购回股份，最高金额不超过1亿元人民币，股份购回期限至股份购回授权到期之日止。 ...

Group 1 - The Ministry of Industry and Information Technology and eight other departments issued the "Implementation Plan for Digital Transformation of the Machinery Industry," aiming for widespread application of intelligent technology in product development, manufacturing, management, and service by 2027 [1] - By 2027, the plan targets that 50% of enterprises will achieve a maturity level of intelligent manufacturing at level two or above, with at least 200 exemplary intelligent factories established [1] - By 2030, the plan aims for 60% of key enterprises to reach a maturity level of intelligent manufacturing at level two or above, and to establish at least 500 exemplary intelligent factories [1] Group 2 - Wuhan Investment Holding Group signed a strategic cooperation agreement with Donghu High-tech Zone to establish a humanoid robot mother fund with a total scale of 10 billion yuan [2] - The Hubei Humanoid Robot Innovation Center was inaugurated in June, serving as a hub for training, data collection, and practical applications in the robotics industry [2] - The center aims to support industrialization and prepare for mass production through a nearby ecological intelligent factory [2] Group 3 - Industrial digitalization aims to enhance production efficiency, quality, and flexibility while reducing costs and resource consumption, forming the core of new industrialization [2] - The manufacturing sector is a key application area for artificial intelligence, which accelerates technological innovation in the industrial sector [2] Group 4 - Industrial software has significant long-term potential due to low penetration rates, low domestic production rates, and high technical barriers [3] - The application of industrial large models in China is expanding from single processes to multiple scenarios across various industries, promoting a new stage of digital, networked, and intelligent manufacturing [3] Group 5 - Innovation Qizhi (02121) announced a technical upgrade for its AInnoGC industrial large model, enhancing its reasoning capabilities while maintaining a deep understanding of industrial knowledge [4] - Sensong International (02155) aims to become a leading supplier of core equipment and smart factory solutions in the industrial sector, focusing on design, manufacturing, installation, and operation [4] - Zoomlion (01157) is a leader in the aerial work machinery industry, enhancing its global service strategy through digital and intelligent service methods [5]

智通财经APP获悉，8月1日，工业和信息化部等八部门印发《机械工业数字化转型实施方案》，目标到 2027年，数智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用，智能制造能力成 熟度二级及以上企业占比达50%，建成不少于200家卓越级智能工厂，带动机械企业研发设计、生产制 造、供应链管理数字化智能化水平稳步提升；培育一批既懂行业又懂数字化的系统解决方案供应商，形 成不少于200个优秀场景化解决方案，服务能力显著增强。相关概念股：创新奇智(02121)、森松国际 (02155)、中联重科(01157)。 相关概念股： 创新奇智(02121)：创新奇智宣布旗下AInnoGC工业大模型迎来技术升级，已经完成DeepSeek-R1蒸馏 AInno-75B技术适配。据介绍，通过蒸馏DeepSeek-R1 ，显著提升了AInno-75B的推理能力，同时还保持 了AInno-75B模型对工业知识深入理解和低成本私有化部署的优势。创新奇智始终致力于为客户提供高 效、灵活且经济实惠的AI解决方案。此次技术升级使得AInno-75B能够在更广泛的工业环境中实现部署 应用，满足不同规模企业的需求。 据中心负责人介绍， ...

扫码订阅 智能制造 产业日报， 1.【我国新一代载人飞船分"7座"和"3座"进行研制】6月17日，我国在酒泉卫星发射中心成功组织实 施梦舟载人飞船零高度逃逸飞行试验。零高度逃逸试验的完成对于梦舟飞船的研制是飞船完成初样设 计的重要标志，后续，"梦舟"载人飞船将投入正样飞行器的研制阶段。"梦舟"载人飞船是我国新一代 载人天地往返运输飞行器，由航天科技集团五院抓总研制，采用模块化设计，由返回舱和服务舱两舱 构成，在神舟飞船技术基础上实现了全面升级，通过灵活配置可满足不同深度的空间任务需求。"梦 舟"飞船规划两个核心型号：近地版可支持中国空间站运营，最多可搭载7名航天员往返地面与近地轨 道登月版则服务于载人月球探测任务，可搭载3名航天员穿越地月空间（央视新闻） 2. 【英特尔计划裁减芯片制造部门15%至20%员工】6月18日消息，据环球网援引CRN报道称，英 特尔计划裁减芯片制造部门15%至20%员工，其他部门也将面临裁员。英特尔发言人表示，公司正 采取措施，成为一家更精简、更快速、更高效的公司，以更好地满足客户需求并增强执行力。这些决 定是基于对未来业务定位的仔细考量，公司将关怀和尊重员工。（科创板日报） 3.【 ...

Core Insights - Innovation Works and KUKA Robotics have signed a strategic cooperation agreement to jointly develop next-generation intelligent industrial robot systems and robotic arms based on Innovation Works' AInnoGC industrial model [1] - This collaboration marks a significant move for Innovation Works in the industrial robotics sector, promoting the integration of industrial automation and intelligence [1] Company Overview - Innovation Works was established in 2018 and is incubated by Innovation Works under Kai-Fu Lee, focusing on enterprise-level AI solutions and "AI + manufacturing" solutions [1] - The company has not yet achieved profitability, with adjusted net losses of 142 million, 138 million, 154 million, and 117 million yuan from 2021 to 2024 respectively [1] - Despite the losses, the company aims to continue investing heavily in research and development to become a leading player in intelligent industrial robotics for the manufacturing sector [1]

Core Viewpoint - The partnership between Innovusion (02121.HK) and KUKA Robotics marks a significant step in the integration of AI and manufacturing, focusing on the development of intelligent industrial robot systems driven by the AInnoGC industrial model [1][10]. Company Overview - Innovusion was established in 2018 and is backed by Innovation Works, specializing in enterprise-level AI solutions and "AI + manufacturing" solutions across various sectors including steel metallurgy, semiconductor panels, high-tech, automotive equipment, energy, food and beverage, and new materials [3]. - The company's development strategy is based on a "one model, one body, two wings" approach, leveraging its self-developed AInnoGC industrial model as the technical foundation and AI agents as the driving force in industrial software and robotics [4]. Industry Trends - The integration of AI into industrial robotics is increasingly recognized as a trend, with major companies like ABB and others planning to deepen their collaboration with AI technologies by 2025 [5][6]. - The concept of industrial embodied intelligence robots, which utilize large models to enhance robotic capabilities, is gaining traction, allowing robots to adapt to flexible production and complex tasks [6]. Market Position - Innovusion ranks third in China's computer vision market, fourth in machine learning platforms, first in AI industrial quality inspection solutions, and seventh in the large model application market according to IDC [7]. - Despite its strong market position, Innovusion has not yet achieved profitability, reporting adjusted net losses of 142 million, 138 million, 154 million, and 117 million yuan from 2021 to 2024 [8][9]. Financial Performance - The company reported a 21.1% decrease in R&D expenses in the previous year, amounting to 355 million yuan, attributed to improved efficiency and effective management of R&D spending [9]. - Innovusion emphasizes that the intelligent industrial robots powered by large models are still in the early stages of application, with the market landscape yet to be fully established [10].