9月12日，机器人概念再度走强。 相关ETF方面，截至发稿，机器人ETF（159770）涨0.28%，成交额超2亿元，暂居深市同标的第一，实 时净申购超600万份。成分股方面，夏厦精密涨超6%，快克智能、东杰智能、迈赫股份、瑞松科技、信 捷电气等股涨幅居前。 资金流向方面，Wind数据显示，机器人ETF（159770）近2日持续获资金净流入，累计"吸金"超1.3亿 元。 规模上看，Wind数据显示，截至9月11日，机器人ETF（159770）最新流通份额为76.89亿份，最新流通 规模为83.34亿元，规模创历史新高。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术、科大讯飞、石头科技等。该ETF还配备了2只场外联接基金（A类： 014880；C类：014881）。 消息面上，据证券时报，国家发改委：加大人工智能领域金融和财政支持力度。国家发展和改革委员会 在人民日报发表题为《深入实施"人工智能+"行动 为高质量发展提供强大动能》的文章称，完善人工智 能应用的创新发展环境。强化政府部门和国有企业示范引领作用，完善应用试错容错管理制度 ...

责任编辑：栎树 据优必选官微消息，优必选获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合 同，该合同以具备自主热插拔换电系统的Walker S2人形机器人为主，将在今年内启动交付。花旗发布 研报称，优必选表示人形机器人订单已达4亿元人民币，若所有订单均在今年交付，花旗对优必选的 2025年营收预测有望上调约8%。 优必选（09880）盘中涨近5%，截至发稿，股价上涨3.61%，现报106.20港元，成交额8.60亿港元。 ...

消息面上，据优必选官微消息，优必选获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方 案采购合同，该合同以具备自主热插拔换电系统的Walker S2人形机器人为主，将在今年内启动交付。 花旗发布研报称，优必选表示人形机器人订单已达4亿元人民币，若所有订单均在今年交付，花旗对优 必选的2025年营收预测有望上调约8%。 值得注意的是，就在8月31日，优必选科技宣布已与国际投资机构Infini Capital正式签署10亿美元战略伙 伴合作协议。双方达成多项产业战略合作内容：Infini Capital计划在合适时机增持优必选股票，成为不 超过5%持股比例的重要股东；双方联手投资人形机器人上下游产业链；同时双方计划在中东建立超级 工厂和研发中心以及中东总部。 优必选(09880)再涨近5%，截至发稿，涨3.8%，报106.4港元，成交额7.88亿港元。 ...

Core Viewpoint - UBTECH Robotics (09880) has seen a nearly 5% increase in stock price, currently trading at 106.4 HKD with a transaction volume of 788 million HKD, following the announcement of a significant procurement contract for humanoid robots [1] Group 1: Contract and Orders - UBTECH has secured a procurement contract worth 250 million RMB for humanoid robot products and solutions from a well-known domestic company, focusing on the Walker S2 humanoid robot equipped with an autonomous hot-swappable battery system, with deliveries set to commence within this year [1] - The total orders for humanoid robots have reached 400 million RMB, and if all orders are delivered this year, Citigroup anticipates an approximately 8% upward revision in UBTECH's revenue forecast for 2025 [1] Group 2: Strategic Partnerships - On August 31, UBTECH announced a strategic partnership agreement with international investment firm Infini Capital, valued at 1 billion USD, which includes multiple strategic collaborations in the industry [1] - Infini Capital plans to increase its stake in UBTECH at an appropriate time, aiming to become a significant shareholder with no more than a 5% ownership [1] - The partnership will also focus on investing in the upstream and downstream supply chain of humanoid robots, as well as establishing a super factory and R&D center in the Middle East, along with a regional headquarters [1]

花旗称，优必选表示人形机器人订单已达4亿元人民币，若所有订单均在今年交付，花旗对优必选的 2025年营收预测有望上调约8%。注：周三优必选宣布获得2.5亿元人形机器人大单，该合同以具备自主 热插拔换电系统的Walker S2人形机器人为主，将在今年内启动交付。花旗分析师Jamie Wang等人在报 告中表示，预计该订单包含250-300台人形机器人，虽然管理层拒绝透露订单的任何细节。重申对优必 选的买入评级，目标价仍维持121港元。 ...

截至目前，优必选Walker系列人形机器人已获得近4亿元合同（含H1已交付的近5000万元人形机器人订 单，不包括"天工行者"人形机器人订单）。 优必选创始人、董事会主席兼CEO周剑日前表示，目前公司的人形机器人已从汽车工业场景进入到更广 泛的客户群体，包括3C制造、重装设备、先进半导体制造、航空航天等行业，预计今年工业人形机器 人交付超过500台，全年产能超1000台。（智通财经记者 秦盛） 9月3日，智通财经记者获悉，"人形机器人第一股"深圳市优必选科技股份有限公司（优必选， 09880.HK）再获某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同，刷新了7月近亿 元的全球人形机器人企业最大订单纪录。 据悉，该合同以具备自主热插拔换电系统的人形机器人Walker S2为主，优必选将在今年内启动该合同 交付。 ...

Group 1: Core Insights - The recent Central Political Bureau meeting emphasized the importance of technological innovation in leading the development of new productive forces and fostering internationally competitive emerging pillar industries [1] - Experts suggest that to solidify economic work in the second half of the year, it is crucial to enhance the source function of technological innovation, transforming it into a significant increment for high-quality development [1] Group 2: Technological Innovation and Research - The High Energy Synchrotron Radiation Source (HEPS) project in Beijing is set to complete its first phase by the end of this year, aiming to address national needs and promote industrial innovation [2] - There is a pressing need to strengthen basic research to achieve original and disruptive technological breakthroughs, which are essential for gaining strategic advantages in international technology competition [2] - Current evaluation mechanisms in research are criticized for being overly focused on publication metrics, which do not align with the long-term and exploratory nature of basic research [2] Group 3: Industry and Market Dynamics - The development of new productive forces requires a concerted effort to address core technologies, with a focus on aligning research with market demands [3] - A new paradigm of "enterprise-led, demand-driven, and deep integration of industry and academia" is proposed to enhance innovation efforts [3] - The high-tech manufacturing sector saw a 9.5% year-on-year increase in added value in the first half of the year, with the "three new" industries contributing approximately 18% to GDP last year [4] Group 4: Regional Development and Collaboration - Various regions are adapting their strategies to develop new productive forces, leading to the emergence of new business models and industries [6] - The establishment of a comprehensive incubation system in Anhui has resulted in over 3,600 trained technical managers, facilitating the transformation of scientific achievements into commercial applications [6] - The Ministry of Science and Technology is promoting the construction of regional innovation centers to enhance collaboration and resource sharing among cities [7]

2025年政府工作报告提出，培育壮大新兴产业、未来产业，并首次提及"具身智能"。人形机器人是"具 身智能""智能机器人"的典型代表。 从春晚舞台上扭秧歌，到马拉松跑道上一决高下，再到格斗赛场上对抗比拼……2025年人形机器人不断 刷新人们的认知。实际上，除了参与常规的表演"业务"之外，人形机器人还进入到生产、服务领域，工 作起来"有模有样"，正加速向"打工人"方向进化。 制造业"前线"的"新工人" 凌晨三点，极氪汽车一家工厂的总装车间依旧灯火通明。 42℃高温中，数台身高1.76米的Walker S2人形机器人正有条不紊地搬运物料箱。当电量告急时，其中一 台机器人行走至换电站，自主完成插拔电池，短短3分钟后，便"满血"回归产线。 这套由优必选研发的全球首套人形机器人自主换电系统，能让人形机器人在高温或极寒的工厂环境中连 轴运转，实现7×24小时不间断作业。 当前，我国制造业面临着巨大的人员需求缺口。一些年轻人更倾向选择更自由的灵活就业岗位，而不是 进工厂车间。在优必选首席品牌官谭旻看来，面对供需矛盾，人形机器人或将成为"破局"关键。 就在附近，孩子们正聚精会神地盯着另一台人形机器人手中的爆米花杯。左手持杯、右 ...

在产品迭代上，今年上半年，深圳企业同样保持高速创新。优必选Walker S2人形机器人全球首创自主 换电功能，实现7×24小时不停机作业，打造"永不下线"的新质生产力；越疆的人形机器人"Atom"具 备"远程存在"能力，在深圳操作员的远程指令下，完成1800公里外山东家中的烹饪操作，将人机交互推 向新高度。 此外，政策驱动再提速，助力深圳机器人驶入发展"快车道"。在今年2月深圳"打造最好科技创新生态和 人才发展环境"发布会上，深圳市工业和信息化局副局长、市人工智能产业办公室主任林毅透露，深圳 将进一步加码人工智能与机器人产业发展力度，包括开放100个应用场景、设立100亿元专项基金、完善 产业配套服务等多项举措，释放更强产业动能。 另一方面，产业链紧密联动，也加速人形机器人走向规模化。"组装一台机器人所需的配件，开车一小 时基本都能在附近企业找到。"众擎联合创始人姚淇元此前向记者表示，从上游高端零部件研发制造、 中游整机装配，到下游场景落地应用，生动体现了深圳上下游企业间的高效协同能力，深圳已形成具有 高度耦合的创新生态。 随着产业基础不断夯实，人形机器人也正从"展演型技术奇观"迈向"工程化产业落地"。在深圳 ...

Core Viewpoint - The Walker S2 humanoid robot developed by UBTECH has introduced a groundbreaking hot-swappable battery system that allows for autonomous battery replacement in just three minutes, enabling continuous operation without human intervention [2][4]. Group 1: Technological Innovations - The hot-swappable battery system features three core technological highlights: 1. Original dual-battery power balance technology ensures seamless power switching during battery replacement, preventing current surges and arcing [3]. 2. Standardized battery compartment quick-change technology allows for rapid battery replacement and integrates the battery into the robot's structure [3]. 3. Dual-arm collaborative precise battery replacement technology enables the robot to autonomously align and swap batteries using advanced control algorithms [3]. Group 2: Practical Applications - The system demonstrates strong intelligent management capabilities, allowing the robot to autonomously decide between battery replacement and charging based on task priority, optimizing energy use dynamically [4]. - The dual-battery system provides redundancy, ensuring that if the main battery fails, the robot can instantly switch to a backup battery, enhancing safety and operational reliability in industrial environments [4]. - The widespread adoption of this technology is expected to revolutionize efficiency and productivity in the industrial sector, making continuous robotic operation a common reality [4].