美国时间7月1日，K-Scale Labs发布最新一代低成本开源双足人形机器人K-Bot，该机器人特别强调美国本土 制造，采用全栈开源设计，其中包括开源硬件、Rust OS、Python SDK、RL训练库等。K-Bot原价为16000美 元（约合114644元人民币），早鸟预定价为8999美元（约合64480元），仅限前100台预购订单，最早发货时 间为2025年11月。 此前，K-Scale Labs曾公开表示，要让全世界拥有10亿个人形机器人，并通过开源平台推动人形机器人技术 的普及，降低行业参与门槛，吸引更多开发者参与到机器人技术的研发与应用中。据悉本次发售的K-Bot是K- Scale Labs成立一年时间打造的第六款人形机器人产品。 ▍ K-Scale Labs一年时间打造6款人形机器人 Kscale Labs是美国的一家小型初创公司，在外界没有太多声量，与谷歌、苹果、亚马逊一样，团队从一间车 库大小的工作室开始。一年之间打造了六款人形机器人模型，此前具身智能大讲堂曾报道过Zeroth 01 Bot开 源人形机器人皆是出自该团队之手。 Kscale Labs由一群工程师、机器人专家和开发者组成，虽 ...

Company Overview - Richtech Robotics designs, develops, and commercializes service robots for businesses in the service sector[3] - The company has installed over 400 robots globally and aims to reach 1,000+ locations by 2026[10, 19, 55] - Richtech is positioned as the world's first AI-driven total robotic solutions provider in hospitality & service sectors[10, 83] Market Opportunity - The serviceable addressable market is highly diversified at $230 billion[10, 83] - The projected service robotics market is expected to reach $17546 billion by 2030[14] - The service robotics market was $7191 billion in 2025 and $5787 billion in 2024[14] - North America holds the largest global share of the service robotics market at 35%[14] - Average hourly earnings in private service-providing industries rose by approximately 37% from March 2024 to March 2025[19] Financial Performance - The company reported revenues of $44 million for the trailing 4 quarters (ended 3/31/2025)[56] - Secured RaaS (Robot-as-a-Service) contracts amount to $65 million, contributing incrementally over lease terms[56] - The company has $318 million in cash & equivalents as of 3/31/2025[56]

Core Insights - Flow Capital Corp. has made a follow-on investment of $1.5 million in GetTattle Inc., increasing its total investment in the company to $5.5 million, indicating strong confidence in Tattle's potential and market opportunity [1][2] - The additional funding will support Tattle's growth, particularly through the launch of its AI Coach features, and will help expand its presence in key enterprise sectors [2] - Tattle has appointed Kevin Quinn, a seasoned finance executive with extensive experience in technology and consumer sectors, to its Board of Directors, which may enhance its strategic direction [3] Company Overview - Tattle is a leading Customer Experience Improvement (CXI) platform designed for multi-unit hospitality brands, currently active in over 15,000 restaurant locations, including well-known brands like Chili's and Hooters [5] - The platform integrates with restaurant technology to connect brands with guests, translating feedback into actionable insights to improve guest satisfaction and revenue [5] - Flow Capital Corp. provides flexible growth capital and alternative debt solutions to high-growth companies, focusing on revenue-generating, VC-backed, and founder-owned businesses seeking $2 to $10 million in funding [6]

公司始终认为，对于高端品牌而言，线下是品牌与用户深度连接的一 个重要渠道。从去年开始，EDB 进一步加快了线下渠道的拓展和布局。经过 一年多的筹备，今年 2 月 14 日，由创始人带领多位法国艺术家亲自操刀的 亚洲首家城堡店上海张园店正式开业，近半年业绩超出预期，SPA 预约持续 预约一个月以上，一次购买 39,800 元的 SPA 消费，刷新了品牌单次消费客 单新高。 上半年，新入驻了西安赛格，郑州大卫城。伴随着新店的不断开设， EDB 已经实现了合肥银泰、杭州武林银泰、上海前滩太古里、武汉 SKP、西 安开元、深圳湾万象城、上海张园城堡店、西安赛格 8 家正式直营门店。 品牌独创 SAHO 护肤艺术，通过创新的 5 感 SPA，给每位用户带来了视、触、 嗅、听全方位的极致体验，现在 SPA 预约基本提前一个月预约满。此外， 品牌还持续与瑰丽、拜尔斯道夫等高奢酒店、美容院展开合作。今年以来， 国内线下实现了超高增速。 线下门店选址模型、财务模型、运营模式已经跑出，将在多个线下百 货商场开启 POPUP 店铺，测试客流情况。品牌已经启动三年中国 50 店计划， 预计在 2027 年全国开出 50 家带 SPA ...

金融人被数据"折磨"的2个瞬间： 别慌！你的AI外挂已上线！你只需随意说一句话，Alice EDB 就能帮你准确找到数据、做成专业的 图表 ！ 本期Wind Alice AI Moments为你带来Alice EDB的3大"超能力"： // 超能力一：指标搜索 "开天眼" // Alice EDB是懂"经济黑话"的AI翻译官。你随便嘀咕一句，它就能深度解析、智能联想、精准定 位。 1、找数据找到眼瞎，耗费数个小时 2、各种图表做到手抽筋，deadline就在眼前 1、指标搜索"开天眼" 2、图表生成"读心术" 3、图表美化"飞升术" 凡人操作： 东南亚各国的 G DP数据是多少？ 先查一下东南亚有哪几个国家，再挨个搜索 "泰国 G DP "、"越南 GDP"...... 天眼时刻1： 只需要输入 " 东南亚国家的 G DP 数据 "，Alice EDB就可以 精准拆解并定位到东 南亚 1 1 国的 G DP 指标。 天眼时刻2： 输入" 美债的影响因素有那些？ "，Alice EDB就可以洞悉"影响因素"这个开放式要 素背后的深层概念，准确拆解成了宏观经济、货币政策、市场供需的维度。 | | | // 超能力 ...

2025 年 06 月 09 日 KraneShares 发行人形机器人 ETF ——海外创新产品周报 20250609 证券分析师 沈思逸 A0230521070001 shensy@swsresearch.com 邓虎 A0230520070003 denghu@swsresearch.com 联系人 沈思逸 (8621)23297818× shensy@swsresearch.com 权 益 量 化 研 究 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 ETP 研 究 ⚫ 美国 ETF 创新产品：KraneShares 发行人形机器人 ETF。上周美国共 19 只新发产品，期 权策略发行较多，也涉及部分主题产品。上周有 3 只行业主题类 ETF 发行，分别关注能源、 AI、具身智能领域，AI ETF 由 Wedbush 发行，采用其科技研究负责人 Dan Ives 的策略， 主要投资于 AI 软件开发、云基础设施、半导体等 AI 关键领域的 30 家头部公司，微软、 英伟达等头部股票权重都不到 6%，较为均衡；具身智能 ETF 由 K ...

MakeMyTrip Ltd. (NASDAQ: MMYT) Investor Presentation May 2025 Safe Harbour This presentation contains certain statements concerning MakeMyTrip's (MMYT) future growth prospects and forward-looking statements, as defined in the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on the MMYT's current expectations, assumptions, estimates and projections about MMYT and its industry. These forward-looking statements are subject to variou ...

美容护理/化妆品 水羊股份（300740.SZ） 2025 年 05 月 03 日 投资评级：买入（维持） | 日期 | 2025/4/30 | | --- | --- | | 当前股价(元) | 12.67 | | 一年最高最低(元) | 20.55/9.60 | | 总市值(亿元) | 49.20 | | 流通市值(亿元) | 45.28 | | 总股本(亿股) | 3.88 | | 流通股本(亿股) | 3.57 | | 近 3 个月换手率(%) | 139.33 | 股价走势图 《加大费用投放致 H1 利润下滑，看好 后续效果释放—公司信息更新报告》 -2024.7.31 "高奢美妆集团"打法逐渐清晰，Q1 渐入佳境 ——公司信息更新报告 | 黄泽鹏（分析师） 初敏（分析师） 程婧雅（联系人） | | --- | | huangzepeng@kysec.cn chumin@kysec.cn chengjingya@kysec.cn | | 证书编号：S0790519110001 证书编号：S0790522080008 证书编号：S0790123070033 | |  2024 年主动传略调整业绩承压 ...

Group 1: Company Overview - Water Sheep Co. aims for globalization, planning to expand in the top ten global cities with three store formats, focusing on the US, China, UK, and France [1] - The RV brand business is primarily in the US, with minimal short-term tariff impact, focusing on team adjustments, business operations, and brand upgrades this year [1] - EDB is expected to achieve around 20% revenue growth this year, with a focus on offline channels and reducing head sales [1] Group 2: Performance and Growth - The PA brand experienced over 300% growth last year and is expected to maintain 100% growth this year, with efforts to strengthen global channel construction and product line expansion [1] - The CP brand is showing a positive development trend, with tariff policies benefiting the company and contributing positively to profits [1] - The company aims for revenue growth and breakeven this year after resolving inventory issues with Yuni [1] Group 3: Marketing and Product Strategy - The company is reducing investment in celebrity endorsements and focusing more on offline experience stores and healthy channel development [1] - The company plans to expand into mainstream categories like creams and sunscreens, as EDB and PA have low user overlap [1] - The high-end brand's profitability is improving, while the mass brand is achieving breakeven [1] Group 4: Research and Development - The company is increasing R&D investment while adopting a steady pace for market expenses, avoiding aggressive spending [1] - The high-end brand prioritizes stable operations in daily sales channels and long-term brand building over special promotions [1]

Group 1: Shuiyang Co., Ltd. - Shuiyang Co., Ltd. aims for globalization, planning to expand three store formats in the top ten global cities, focusing on the US, China, UK, and France [1] - The RV brand business is primarily in the US, with minimal short-term impact from tariffs; the company plans to adjust its team and ensure business operations and brand upgrades in the US market this year [1] - EDB is expected to achieve around 20% revenue growth this year, with a focus on offline channels and reducing head sales [1] - The PA brand saw over 300% growth last year and is expected to maintain 100% growth this year, with efforts to strengthen global channel construction and product line expansion [1] - The company is reducing investment in celebrity endorsements and focusing more on offline experience stores and stable channel development [1] Group 2: Longci Technology - Longci Technology has a minimal direct export to the US, thus limited impact from US tariff policies [2] - The company aims for a long-term permanent magnet production capacity of 60,000 tons, with an expected capacity of 50,000 tons this year [2] - The Vietnam factory's permanent magnet capacity has expanded to 10,000 tons per year, while the Thailand soft magnet factory plans for 8,000 tons capacity [2] - The company is focusing on developing chip inductors and automotive inductors, leveraging customer synergy to penetrate the automotive inductor market [2] Group 3: Dongfang Yuhong - Dongfang Yuhong's overseas business revenue grew rapidly in Q1 2025, with the Malaysia factory completed in Q1 [3] - The company is enhancing operational efficiency through organizational restructuring, redundancy elimination, and workflow simplification [3] - The company is focusing on expanding its product categories, with non-waterproof product revenue accounting for half of total revenue this year [3] - The integration of the architectural coating business with the sand powder group aims to achieve supply chain and process synergy, enhancing cost reduction and efficiency [3]