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TechCrunch· 2025-07-20 17:05
Why Cartken pivoted its focus from last-mile delivery to industrial robots | TechCrunch https://t.co/zLBufZC1K2 ...
中国工业 - 工业机器人运行追踪 - 持续稳健增长-China Industrials - Industrial Robot Operations Tracker - Solid Growth Continues
2025-07-19 14:57
July 16, 2025 11:34 AM GMT China Industrials | Asia Pacific Industrial Robot Operations Tracker - Solid Growth Continues Key Takeaways aggregate in June, and total China industrial robot production also remained robust -30% -20% -10% 0% 10% 20% 30% 40% -80% -60% -40% -20% 0% 20% 40% 60% 80% Foreign players domestic sales YoY China industrial robots shipment YoY China YTD industrial robot production y-y (RHS) Source: MIR, NBS, Morgan Stanley Research. Note: Industrial robot shipment include ABB, Fanuc, Kuka ...
美银:中国观察-尽管第二季度 GDP 数据强劲,但红灯仍在闪烁
美银· 2025-07-16 15:25
Overall, June activity data is a mixed bag, with weaker FAI and retail sales growth, but firm IP growth, along with slightly better-than-expected inflation, trade and credit data announced earlier this month. Accessible version China Watch Red light blinking despite a strong 2Q GDP print 1H25 growth at 5.3% yoy, above the policy target China's 2Q25 GDP grew by 5.2% yoy, vs 5.4% yoy in 1Q25. This is in line with our expectation, but beat market consensus at 5.1%. In sequential terms, 2Q GDP increased by 1.1% ...
CPI Data Is Still Soft; Is It Enough for a Rate Cut?
Investor Place· 2025-07-15 22:10
Last call for Louis’ free replay… MP Materials jumps again… inflation ticks up slightly, but no major red flags… where Eric Fry is looking for his next 10-bagger… a warning shot for the trucking industryVIEW IN BROWSERHas one of your stock picks ever doubled in less than a week?One of Louis Navellier’s picks just did.As a quick catch-up, we’re in an AI race against China… Beijing controls 80% of the rare earth elements (REEs) that are critical to building out our cutting-edge AI, robotics, and defense syste ...
山东印发《行动计划》,到2027年机器人制造产业规模突破500亿元
Qi Lu Wan Bao· 2025-07-10 05:01
Core Viewpoint - The Shandong Provincial Government has launched the "Shandong Robot Industry High-Quality Development Action Plan (2025-2027)", aiming to exceed a manufacturing scale of 50 billion yuan in the robot industry by 2027 [1][4]. Group 1: Overall Goals - By 2027, the robot manufacturing industry in Shandong is expected to surpass 50 billion yuan, with the goal of nurturing more than three leading enterprises with an output value exceeding 2 billion yuan each [4]. - The plan includes the establishment of innovation centers and platforms across four key areas: industrial robots, service robots, special robots, and humanoid robots [4]. Group 2: Main Tasks - The action plan outlines five main tasks: 1. Promote key technological innovations by accelerating the layout of forward-looking technologies and enhancing platform construction [5]. 2. Accelerate the cultivation of industrial entities by fostering high-quality enterprises and conducting precise industrial chain investment [5]. 3. Promote industrial agglomeration and expansion by building development hubs and specialized industrial bases [5]. 4. Expand application scenarios through the "Robot+" initiative, enhancing innovation in application scenarios [5]. 5. Improve support for elements by increasing the introduction of high-end talent and strengthening financial support [5]. Group 3: Support Measures - The plan includes 18 measures focusing on integrated promotion, covering technological innovation, industrial cultivation, financial support, standard construction, talent support, and application promotion [5]. - It emphasizes forward-looking layouts and the gathering of resources and innovation elements, with tailored development plans for each city [5]. - The plan aims to cultivate a gradient of enterprises, including innovative small and medium-sized enterprises and "little giant" companies, to create a competitive ecosystem [5]. Group 4: Implementation and Future Steps - The Shandong Provincial Industrial and Information Technology Department will work with relevant departments to strengthen policy implementation and increase collaboration and application traction [6]. - The plan is designed to be highly valuable, targeted, and beneficial to a wide range of stakeholders [6].
闪崩!暴跌超84%
Zheng Quan Shi Bao· 2025-06-20 04:39
| 工智退(日线) ◎ MA5: 1.31 MA10: 1.56 MA20: 1.69 MA60: 2.43 MA120: 2.92 MA250: 2.31 | <> | 4.00 | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 3.50 | | | | | | | | | | | | | | | | | | | | | | 3.00 | | | | | | | | | | | | | | | | | | | | | | 2.50 | | | | | | | | | | | | | | | | | | | | | | 2.00 | | | | | | | | | | | | | | | | | | | | | | 1.50 | | | | | | | | | | | | | | | | | | | | | | ×ロ | 工智退 ...
AIR珠江指数发布:广东综合实力居首,长三角协同性强
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-07 02:06
何以夺魁? 劲敌争锋,过招只在毫厘之间,广东何以夺魁? 扎实的产业底盘构建护城河。2024年,广东人工智能核心产业规模超过2200亿元,稳筑基本盘。人工智 能核心企业超过1500家,人工智能领域国家专精特新"小巨人"企业数量中国第一。工业机器人产量从 2019年的4.47万台(套)增长到2024年的24.68万台(套),初步建立涵盖"大脑—五官—肢体"的人形机器人 全产业链。 何为综合实力?广东省凭借在研发投入、企业数量、智能终端产量、数据集建设等方面的明显优势,以 92.23的高分位居榜首,充分体现其在人工智能与机器人领域的综合实力,凸显了广东省作为全国产业 核心引擎的引领地位. 南方财经记者吴佳霖 广州报道 "让人工智能像AIR(空气)一样无处不在。"6月6日,广东省人工智能与机器人产业联盟第一届第一次 会员大会及成立大会在广州举行。会上,广东省人工智能与机器人产业联盟秘书长张崟发布《AIR珠江 指数报告》时表示。 报告中,广东以92.33分高居全国首位,包揽企业发展、市场潜力、行业应用等7项核心指标榜首,凭借 全产业链优势锁定第一梯队领跑地位。 据悉,该报告基于2024年数据,构建包含3项一级指标、9项 ...
高盛:制成品出口持续推动中国经济增长
Goldman Sachs· 2025-05-14 02:38
13 May 2025 | 7:00PM HKT Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Asia Economics Analyst Manufactured exports continue to drive China's growth (Tilton/Shan) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3 ...
连续跌停!机器人概念股,拟退市!
券商中国· 2025-05-05 12:32
以下文章来源于e公司 ,作者证券时报 吴志 e公司 . e公司,证券时报旗下专注上市公司新媒体产品,立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯,针对可能影响上市公司股价 的主题概念、行业事件及时采访二次解读,从投资者需求出发,直播上市公司有价值的活动、会议。 机器人热潮下,从事工业机器人相关业务的*ST工智却面临退市。 5月5日晚,*ST工智(000584)公告,已收到深交所送达的《终止上市事先告知书》,深交所决定终止公司股票上市交易。 *ST工智拟被终止上市 *ST工智全称江苏哈工智能机器人股份有限公司。公司主要从事智能制造业务,目前具体涵盖高端智能装备制造、工业机器人本体的制造和销售两个子板块。 财报显示,在工业机器人应用方面,*ST工智专业为汽车、汽车零部件、新能源工业、数字化工厂、机械装备、医疗设备等行业客户提供先进的智能化柔性生产 线,是高端智能自动化装备系统集成供应商。 2025年4月28日,*ST工智披露的股票交易被实施退市风险警示后的首个年度报告显示,公司2024年度财务会计报告被出具无法表示意见的审计报告,财务报告内部 控制被出具否定意见的审计报告。 *ST工智因触 ...