文 新浪财经欧洲站站长 郝倩 前几日在日内瓦看了一场小机器人足球赛，两个球队8只小机器人，只有两小只坚持到了最后。这个比 赛背后，却有个忧伤的故事。 踢球的小机器人是法国的NAO。生产这个小可爱的法国机器人公司Aldebaran，已经破产了。。 2005年在巴黎诞生的Aldebaran，是法国机器人企业界天花板，甚至说他是全球机器人界元老也不为 过。 可即使强大如软银和URG，都救不了Aldebaran，去年血亏2900万美元之后，这家公司终于最终走向破 产清算。 这场球赛中的双足迷你机器人Nao一度是机器人届的一哥，当红炸子鸡，足以让全欧洲人骄傲的存在。 他们公司还有一款机器人Pepper，一种轮式和平板交互的机器人。巧了，前两周在挪威一家卖场里就见 到过Pepper真身，是在一个当地小学生的"机器人比赛"的课余活动中。可见这家公司在欧洲市场的根基 之深。 然而，因为供应链的问题，这家公司的机器人生产成本昂贵，售价昂贵，后续使用费昂贵。 仅一个贵字，足以让这家法国机器人OG迟迟无法实现规模化落地。 2012年开始，先是被软银1亿美元收购 2022年又被德国联合机器人集团URG接手。 过去10年，在经历了破产 ...

[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 07 月 14 日 [Table_Title] 智元拟收购上纬新材 63.62%股份，魔法 原子推出 Magic Bot Z1 ——人形机器人产业周报 政策端，上海着力打造赋能百业的垂类应用示范地，具身智能加快量 产，国地共建人形机器人创新中心开源公版机"青龙"，发布全球首个 具身运动大模型"龙跃"，赋能工业制造、物流运输等场景；杭州西湖 区人工智能创新发展暨"三个高地"建设大会上相继发布了西湖区人 工智能阳光雨露计划系列活动、杭州市人形机器人中试基地建设方案， 预计到 2027 年底，该中试基地可拉动机器人行业产值超 100 亿元。 产品技术迭代方面，魔法原子推出高动态双足人形机器人 MagicBot Z1，"高性能可靠本体+开放 AI 生态系统+丰富场景落地应用"三位一体 定义人形机器人产品价值新维度。Figure 首席执行官表示公司决定将 预期 7 月至 9 月期间生产的人形机器人数量增加至 3 倍。 投融资方面，跨维智能完成数亿元 A1/A2 轮融资；星海图接连完成 A4 轮及 A5 轮战略融资，两轮合计融资金额 ...

7月10日晚间， 巴黎 商业法院，一场关乎机器人界"元老"命运的拍卖落槌。 曾以萌萌哒Pepper和Nao机器人风靡全球的法国先驱Aldebaran，在经历了破产、裁员、多次转手的颠沛流 离后，其核心资产的最终归宿，竟被一家来自中国的 上市 公司以 "难以置信"的90万欧元（约合人民币7 5 0 万元）拿下！ 买主是谁？ 2012年，由于入不敷出， Aldebaran 陷入 颠沛的"卖身"之路， 先 被软银 1亿美元收购，后更名为软银机 器人欧洲；2022年又被德国联合机器人集团（URG）接手，并短暂改回Aldebaran之名。URG曾尝试推出酒 店机器人Plato，但未能止血。 在 世 界 关 注 的 目 光 中 ， 当 天 夜 里 ， 市 场 消 息 就 传 出 ， 深 交 所 上 市 的 " 智 慧 口 岸 第 一 股 "—— 盛 视 科 技 （002990.SZ） 成功拍的 。 这笔被业内称为"抄底"的交易，不仅让盛视科技瞬间获得了全球知名的人形机器人品牌与技术遗产，更可能改 写全球服务 人形 机器人市场的格局！ ▍ 到底买到了什么？ 从公告来看， 盛 视科技 确实是 "白菜价"购得 了 核心资产： ...

Core Viewpoint - The company, 盛视科技, has successfully acquired robotic assets from Aldebaran SAS for €900,000, aiming to enhance its global presence in the robotics sector and expand both ToC and ToB business lines [1][4]. Group 1: Acquisition Details - 盛视科技 announced its participation in the public auction of Aldebaran SAS's robotic assets, successfully winning the bid for €900,000 [1]. - The acquired assets include key technologies and brands from Aldebaran's Nao, Plato, and Pepper robot series [1]. - The company plans to establish 盛视技术法国有限公司 in Paris to manage and operate the acquired assets [1]. Group 2: Aldebaran Company Background - Aldebaran, founded in 2005 and based in Paris, is known for its humanoid robot design, development, and commercialization [1]. - The Nao robot, launched in 2006, is recognized as a benchmark tool for STEM education, utilized by thousands of universities and research institutions globally [2]. - The Pepper robot, introduced in 2014, is one of the first commercial robots capable of recognizing human emotions, widely used in various sectors including commercial services and healthcare [2]. Group 3: Strategic Direction - 盛视科技 aims to leverage Aldebaran's core team and technology to enhance its humanoid robotics business, focusing on integrating these assets into its existing operations [4]. - The company has a solid foundation in robotics, having developed various products including inspection and collaborative robots, and has expanded its business into smart transportation and smart airport sectors [4]. - 盛视科技 has achieved significant breakthroughs in overseas markets, covering countries such as the UAE, Saudi Arabia, and Oman [4].

Core Insights - Shengshi Technology (002990) successfully acquired the core assets of Aldebaran on July 10 [1] - Aldebaran, established in 2005 and headquartered in Paris, France, is a well-known company in the humanoid robotics sector, focusing on design, development, production, and commercialization [1] - Key products of Aldebaran include humanoid robots such as Nao and Pepper, which are recognized globally [1]

证券代码：002990 证券简称：盛视科技 盛视科技股份有限公司 投资者关系活动记录表 编号：2025-005 首先，可充分发挥国内的供应链和成本优势，国内在机 器人零部件生产方面具有强大的供应链优势，特别是减速器、 伺服电机等关键部件的生产能力较强，能够提供成本效益较 高的零部件，进而有效降低原 Aldebaran 公司机器人的成本。 另一方面，可充分发挥双方的场景落地优势。Aldebaran 公司在欧洲及全球其他地区已经拥有一定的市场份额和客户 资源，尤其是在教育、商业服务、医疗等领域有较高的知名 度。作为智慧口岸的领先企业，口岸的智能查验和智慧通关 场景为机器人的应用提供了广阔的场景，此外，基于在智慧 口岸的业务积累，公司将业务延伸至智能交通、智慧机场、 智慧港口、智慧城市管理等场景，并在海外市场取得了重大 突破，海外业务已覆盖至阿联酋、沙特阿拉伯、阿曼、卡塔 尔、尼日利亚、科特迪瓦、肯尼亚、塞内加尔、埃塞俄比亚、 埃及、印度尼西亚、柬埔寨、泰国、吉尔吉斯斯坦、哈萨克 斯坦等多个国家，这些都为机器人业务落地奠定了良好的基 础。通过发挥双方的场景落地优势，可有效推动人形机器人 在 toB、toC 和 to ...

证券代码：002990 证券简称：盛视科技 公告编号：2025-075 盛视科技股份有限公司 关于参与司法拍卖购买资产暨对外投资设立法国子公司的 自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 时间 2025 年 7 月 10 日参与 ALDEBARAN SAS（以下简称"Aldebaran 公司"） 司法清算的机器人相关资产（以下简称"竞得资产"）的公开拍卖，公司最终以 有限公司（以下简称"香港盛视"）在法国巴黎设立盛视技术法国有限公司（暂 定名，具体以当地登记机关核准为准，以下简称"法国子公司"）作为竞得资产 的接收方和后续运营主体。 已经公司于 2025 年 7 月 3 日召开的第三届董事会第二十九次会议，以 7 票赞成、 交易事项在董事会审议权限内，无需提交股东大会审议。本次交易事项不构成关 联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 项尚需履行境外投资备案的相关程序。董事会同意公司向国内有关主管部门申请 办理境外投资备案手续和向法国当地有关主管部门申请办理注册登记等手续。 秘密，及时披露可能 ...

Group 1: Core Insights - Humanoid robots can drive smarter automation, reduce costs, and enhance human labor productivity, but improper investment questions can lead to high costs and counterproductive outcomes [1][4] - The rapid development of general-purpose humanoid robots, driven by advancements in generative AI, mechatronics, and simulation technology, may reshape labor dynamics across various industries [3][4] - The cost of manufacturing humanoid robots has decreased by 40% in recent years, with projections indicating a drop from approximately $58,000 to $20,000 per robot by 2032 [4] Group 2: Investment Considerations - Companies must evaluate the specific roles humanoid robots can play in their operations, focusing on areas where they can outperform traditional industrial robots and create greater value [6] - A comprehensive cost-benefit analysis is essential for humanoid robot investments, considering both direct and indirect costs, with Robot as a Service (RaaS) offering a more cost-effective entry point [12] Group 3: Application Areas - Humanoid robots have proven valuable in manufacturing and warehousing, addressing labor shortages and performing hazardous tasks, with 58% of large factory managers believing they will become a cost-effective assembly standard by 2040 [7] - In healthcare, humanoid robots can assist with daily tasks for the elderly and those with special needs, demonstrating positive outcomes in social interaction and communication skills for children with autism [9] - In customer service, humanoid robots are increasingly being adopted in retail and hospitality sectors, particularly for tasks that are monotonous, dangerous, or repetitive [10] Group 4: Integration and Collaboration - Effective integration of humanoid robots into existing processes requires a focus on optimizing broader organizational workflows rather than isolated tasks [13] - Ensuring safe collaboration between personnel and humanoid robots is crucial, necessitating a culture of human-robot collaboration and adherence to safety best practices [14][15] Group 5: Future Outlook - The future of work is evolving with humanoid robots becoming integral to the workforce, offering new growth opportunities, efficiency improvements, and enhanced innovation capabilities [17]

Core Insights - Tesla is set to begin small-scale production of its humanoid robot, Optimus, in 2025, with plans for mass production by 2026, aiming to produce between 50,000 to 100,000 units that year [2][3] - The global humanoid robot industry is entering a phase of rapid technological iteration and commercialization, with major players like Apple, Huawei, and Boston Dynamics intensifying their efforts [2][5] Group 1: Production Plans and Technical Specifications - Tesla plans to produce 5,000 units of Optimus in 2025, with an annual production capacity of 50,000 units by 2026, driven by continuous optimization of its technology [3] - The second-generation Optimus will stand 1.73 meters tall, weigh 57 kilograms, and feature 28 joint actuators, enabling it to perform complex tasks with a payload capacity of 20 kilograms and a walking speed of 8 km/h [3][4] Group 2: Competitive Landscape - The competition in the humanoid robot sector is intensifying, with Apple developing an interactive AI lamp robot, Huawei launching the "Kua Fu" robot, and Boston Dynamics accelerating the iteration of its Atlas robot [5][6] - Domestic companies are showcasing differentiated advantages in hardware and application scenarios, with startups like Yushu Technology and Fourier Intelligence introducing high-performance robots [6] Group 3: Commercialization and Application Scenarios - 2025 is viewed as the "year of commercialization" for humanoid robots, with industrial applications leading the way, such as Tesla's deployment of Optimus in battery sorting and tool operations [7] - The service sector is gradually adopting humanoid robots for roles like receptionists in hotels and malls, while the potential for household applications is expected to grow as production costs decrease [7] Group 4: Market Outlook - The global humanoid robot market is projected to reach a trillion yuan by 2030, with China expected to account for approximately 50% of the market by 2025, valued at 8.239 billion yuan [8] - The competition will not only focus on hardware and algorithms but also on ecosystems and application scenarios, with the first to overcome cost and scenario challenges likely to gain a competitive edge [8]

Core Insights - GRAIL, Inc. has announced a partnership with athenahealth to integrate its Galleri multi-cancer early detection test into athenahealth's EHR solution, athenaOne, enhancing the ordering process for clinicians [1][2][3] Company Overview - GRAIL is focused on early cancer detection using advanced technologies such as next-generation sequencing and machine learning, aiming to alleviate the global burden of cancer [4] - The Galleri test identifies DNA shed by cancer cells through a simple blood draw, allowing for the detection of multiple deadly cancers before symptoms appear [6] Partnership Details - The integration with athenaCoordinator Core will enable over 160,000 U.S. clinicians to order the Galleri test directly within their EHR, streamlining the process and reducing administrative burdens [2][3] - The Galleri test results will be automatically available in the patient chart, further simplifying the workflow for healthcare providers [2] Test Specifications - The Galleri test is recommended for adults aged 50 or older with an elevated risk for cancer and should be used alongside standard cancer screenings [6][9] - The test can indicate the origin of cancer, providing healthcare providers with valuable information for further investigation [6] Sensitivity Data - The sensitivity of the Galleri test varies by cancer type, with pancreas cancer showing 83.7% sensitivity overall, and liver/bile duct cancer at 93.5% [8]