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"人工智能+制造"政策重磅发布!机器人再度冲高,机器人ETF基金(159213)涨超1%,连续8日强势吸金近2亿元!产业量产初期,大脑进化到哪了?
Sou Hu Cai Jing· 2026-01-08 05:49
Core Viewpoint - The A-share market is experiencing a strong upward trend, particularly in the robotics sector, with significant inflows into the Robotics ETF fund (159213) and a notable increase in the performance of key component stocks [1][3]. Group 1: Market Performance - As of January 8, the Robotics ETF fund (159213) rose by 1.29%, recovering from previous losses and attracting over 13 million yuan in inflows during the day, marking nearly 200 million yuan in inflows over the past eight days [1]. - The component stocks of the Robotics ETF showed mixed performance, with notable gains from Zhongkong Technology (up over 6%) and iFlytek (up over 1%), while stocks like Dazhong Laser and Huichuan Technology experienced declines [3][4]. Group 2: Industry Developments - On January 7, the Ministry of Industry and Information Technology and seven other departments issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," emphasizing the promotion of intelligent equipment and the application of industrial robots [4]. - The domestic humanoid robot order scale has significantly increased, with over 20,000 orders reported and an expected delivery volume of over 10,000 units for the year, indicating a rapid progression towards mass production [7]. Group 3: Future Projections - The humanoid robot market in China is projected to reach 238.3 billion yuan by 2030, representing over a 40-fold increase from 2025, with a gradual transition from industrial applications to more complex commercial and household scenarios [8]. - By 2035, the humanoid robot market is expected to exceed 1 trillion yuan, with further advancements anticipated in AI capabilities and applications in everyday life [8]. Group 4: Technological Challenges - The industry faces three main challenges for mass production: developing a highly dexterous hand, creating an AI brain that understands the real world, and achieving large-scale manufacturing capabilities [10][11]. - The evolution of the AI brain is critical for the industry's growth, with current hardware solutions stabilizing while software development lags behind, necessitating advancements in AI models for task-level interaction and decision-making [11].
威海荣讯信息科技有限公司成立
Zheng Quan Ri Bao Wang· 2026-01-08 05:40
Group 1 - The establishment of Weihai Rongxun Information Technology Co., Ltd. has been reported, with a registered capital of 20 million yuan [1] - The company's business scope includes artificial intelligence application software development, software development, basic software development for artificial intelligence, theoretical and algorithm software development for artificial intelligence, and computer system services [1] - The company is wholly owned by Quanxun Artificial Intelligence (Shandong) Co., Ltd., which is a wholly-owned subsidiary of iFLYTEK Co., Ltd. (002230) [1]
科大讯飞在威海成立信息科技新公司
人民财讯1月8日电,企查查APP显示,近日,威海荣讯信息科技有限公司成立,法定代表人为柳升华, 注册资本2000万元,经营范围含人工智能应用软件开发、软件开发、人工智能基础软件开发、人工智能 理论与算法软件开发等。企查查股权穿透显示,该公司由科大讯飞(002230)间接全资持股。 ...
郑州机器人产业跑出加速度
He Nan Ri Bao· 2026-01-07 23:20
Group 1 - Zhengzhou has signed a strategic cooperation framework agreement with Zhiyuan Innovation (Shanghai) Technology Co., Ltd., marking a significant step in the humanoid robot sector [2] - The establishment of the Zhiyuan Robot Central Bodily Intelligence Industrial Base in Zhengzhou aims to enhance technology research and development, product incubation, and industrial layout [2] - The city is set to become a major hub for the robot industry, with multiple companies like UBTECH and Shenzhen Zhongqing planning to establish production bases and manufacturing centers in Zhengzhou [2][3] Group 2 - Major research platforms such as the Zhongyu Bodily Intelligence Laboratory are accelerating their development in Zhengzhou, with leading AI companies establishing operations in the area [3] - The collaboration between Zhongyu Bodily Intelligence Laboratory and Zhuoyide has led to the development of humanoid robots that have performed well in competitions and are being utilized for city tours [3] - Zhengzhou has over 5,000 companies in the robot industry chain, creating a comprehensive ecosystem that includes core component research, complete machine manufacturing, and application scenarios [3] Group 3 - Zhengzhou's manufacturing sector is diverse, with a large market space and rich application scenarios that facilitate the gathering of upstream and downstream partners [4] - The city benefits from a complete set of industrial factors, ample talent reserves, and convenient logistics networks, which are crucial for attracting robot companies [4] Group 4 - The local government has introduced several policy initiatives, such as the "Henan Province Bodily Intelligence Industry Development Action Plan (2024-2027)" to create new advantages for industry development [5] - The focus on prioritizing future industries is seen as a key driver for enhancing urban capabilities and supporting high-quality economic development [5]
郑州机器人产业跑出加速度(看见·活力河南)
He Nan Ri Bao· 2026-01-07 22:32
从众擎机器人的规模化生产到优必选的智能场景布局,再到智元机器人的技术赋能,一批行业头部企业 相继扎根郑州,推动产业链上下游协同发力,集群效应日益凸显。 龙头引领,生态集聚。在郑州高新区,机器人产业链所需的智能传感器、人工智能等优势产业集聚,清 智机器人创新中心、河南埃尔森智能等上下游企业也相继安家落户。在配套能力方面,汉威科技柔性传 感器应用于国内头部厂商。中科慧远、郑州机械所、领航机器人等研发的视觉定位系统、行星减速器、 末端执行器等关键零部件达到国内先进水平。1月6日,汉威科技与青岛征和工业签署战略合作协议,聚 焦具身智能灵巧手硬件与控制系统研发,致力于全球首创链式灵巧手技术合作。 □本报记者 齐亚琼 "十五五"开局之年,郑州人形机器人赛道迎来重磅落子。 近日,郑州市与智元创新(上海)科技股份有限公司签署战略合作框架协议,智元机器人中部具身智能 产业基地落户郑州。这是继众擎机器人全球制造中心、优必选机器人嵌入式产业小镇之后,郑州机器人 产业赛道的又一新突破,标志着郑州向打造全国重要机器人产业集群高地加速迈进。 作为全球率先规模化量产的人形机器人公司,智元机器人此次落子郑州,将以中部具身智能产业基地为 核心 ...
爱尔眼科:公司与科大讯飞通过强强联合,实现优势互补融合创新
Zheng Quan Ri Bao Wang· 2026-01-07 12:49
Group 1 - The core viewpoint of the article is that Aier Eye Hospital (300015) is collaborating with iFlytek (002230) to enhance service quality through innovative applications and complementary strengths [1] Group 2 - The partnership aims to explore various application scenarios to benefit a wide range of patients [1]
出海2026:决定营销成败的是什么?
3 6 Ke· 2026-01-07 11:04
Core Insights - The article emphasizes the transformative impact of AI on overseas marketing, particularly in content production and influencer marketing, marking a shift in business paradigms [1][4][8] Group 1: AI's Impact on Marketing - In 2025, AI models demonstrated significant value in overseas marketing, with practical cases showing brands achieving over 300 million exposures through AI-driven influencer matching [1][4] - AI has penetrated various marketing scenarios, with influencer marketing's AI penetration rate reaching 73%, and programmatic advertising entering a new phase driven by large models [2][4] - AI's capabilities in content production have drastically improved efficiency, with generative AI increasing content production speed by five times and enhancing conversion rates by 30% through dynamic creative optimization [4][8] Group 2: Case Studies and Practical Applications - A robot brand achieved over 300 million exposures in the U.S. market by utilizing AI for influencer matching, demonstrating the effectiveness of AI in enhancing marketing efficiency [7][8] - Uniqlo's targeted marketing for overseas tourists resulted in a 234% click-through rate by leveraging AI for user segmentation and dynamic location-based services [9][11] - SHEIN utilized AI to enhance its marketing efficiency, achieving a 30% increase in user interaction rates and a 40% rise in purchase conversion rates through data-driven solutions [11][12] Group 3: Future Trends and Developments - The emergence of "SuperAgent" signifies a new standard in marketing, capable of solving complex problems and driving self-evolving marketing strategies [13][14] - AI is shifting influencer marketing from emotional collaboration to rational operations, enabling precise quantification of influencer contributions and optimizing advertising strategies [14][15] - The upcoming global intelligent marketing ecosystem summit by iFLYTalent aims to explore the new possibilities of AI-driven marketing, focusing on the integration of SuperAgent in various marketing scenarios [3][15][16]
互联网保险概念下跌2.00%,主力资金净流出15股
Group 1 - The internet insurance sector experienced a decline of 2.00%, ranking among the top losers in the concept sector, with notable declines from Tianli Technology, Jinzhen Co., and Jiayun Technology [1] - Among the stocks in the internet insurance sector, China Life, Xinhua Insurance, and Seven Wolves saw increases of 1.01%, 1.88%, and 3.65% respectively, despite the overall sector decline [1] - The concept sectors with the highest gains included photolithography with a rise of 6.05% and storage chips with an increase of 3.30% [1] Group 2 - The internet insurance sector faced a net outflow of 3.265 billion yuan, with 15 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [1] - The stock with the highest net outflow was Dongfang Wealth, which saw a net outflow of 1.774 billion yuan, followed by Keda Xunfei and China Ping An with net outflows of 534 million yuan and 454 million yuan respectively [1] - Conversely, the stocks with the highest net inflows included China Life, Tongfang Co., and Xinzhisoft, with net inflows of 20.365 million yuan, 7.703 million yuan, and 734,100 yuan respectively [1][2]
脑机接口概念下跌1.59%,18股主力资金净流出超亿元
Sou Hu Cai Jing· 2026-01-07 09:08
资金面上看,今日脑机接口概念板块获主力资金净流出63.09亿元,其中,52股获主力资金净流出,18 股主力资金净流出超亿元,净流出资金居首的是海格通信,今日主力资金净流出19.34亿元,净流出资 金居前的还有三博脑科、科大讯飞、汉威科技等,主力资金分别净流出6.85亿元、5.34亿元、4.49亿 元。今日主力资金净流入居前的概念股有岩山科技、创新医疗、南京熊猫等,主力资金分别净流入7.69 亿元、1.80亿元、9067.99万元。(数据宝) 脑机接口概念资金流出榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 002465 | 海格通信 | 2.05 | 24.69 | -193361.27 | | 301293 | 三博脑科 | 10.45 | 46.31 | -68511.28 | | 002230 | 科大讯飞 | -1.61 | 3.78 | -53387.32 | | 300007 | 汉威科技 | -3.84 | 18.84 | -44932.57 | | 000516 | 国际医学 ...
科大讯飞在威海成立信息科技公司,注册资本2000万
Core Viewpoint - Recently, Weihai Rongxun Information Technology Co., Ltd. was established, focusing on artificial intelligence software development and related services [1] Group 1: Company Overview - The legal representative of Weihai Rongxun Information Technology Co., Ltd. is Liu Shenghua [1] - The registered capital of the company is 20 million RMB [1] - The company is wholly owned by Quanxun Artificial Intelligence (Shandong) Co., Ltd., which is a wholly-owned subsidiary of iFLYTEK (002230) [1] Group 2: Business Scope - The business scope includes artificial intelligence application software development, software development, and artificial intelligence foundational software development [1] - Additional services offered include data processing and storage support, information security equipment sales, and computer system services [1]