867 lines
33 KiB
HTML
867 lines
33 KiB
HTML
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<html lang="zh-CN">
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<meta charset="utf-8" />
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
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深圳AI机器人产业分析报告
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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深入解析深圳AI机器人产业的政策红利、技术突破与商业化路径，挖掘投资机会与潜在风险
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="section-card">
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<h2 class="section-title">
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<i class="fas fa-timeline"></i>
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概念事件时间轴
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</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-date">2025-02-23</div>
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<div class="text-slate-300">
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深圳市政府宣布即将发布人形机器人专项政策，配套<span class="key-point">45亿元政策资金</span>（含"训力券"最高1000万元补贴）。
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025-03-03</div>
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<div class="text-slate-300">
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深圳市科技创新局印发《具身智能机器人行动计划（2025-2027）》，明确<span class="key-point">2027年目标</span>：培育10家估值过百亿企业、20家营收超十亿企业，落地50个十亿级场景，产业规模破<span class="key-point">1000亿元</span>。
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025-03-26</div>
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<div class="text-slate-300">
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深圳工业展展示灵巧手技术突破（帕西尼13自由度、雷赛15自由度），丝杠与触觉传感器成为焦点。
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025-07-15</div>
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<div class="text-slate-300">
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全球首例地铁配送机器人在深圳2号线运行，由深铁+万科联合开发。
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-date">2025-07-28</div>
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<div class="text-slate-300">
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全国首家机器人6S店在深圳开业，覆盖销售-租赁-定制全链条。
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</div>
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</div>
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</div>
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<div class="highlight-box">
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<p class="text-slate-200">
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<strong>催化事件总结</strong>：政策端（专项政策+千亿产业目标）、技术端（灵巧手/AI芯片突破）、应用端（地铁配送/6S店落地）三线共振，形成"政策-技术-商业化"闭环。
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</p>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="section-card">
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<h2 class="section-title">
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<i class="fas fa-lightbulb"></i>
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核心观点摘要
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</h2>
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<div class="text-slate-300 space-y-4">
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<p>
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深圳AI机器人产业已进入<span class="key-point">"政策红利+技术突破+场景验证"的三重拐点</span>，2025-2027年将是<span class="key-point">从主题投资向订单兑现过渡的关键期</span>。
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</p>
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<p>
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<strong>核心驱动力</strong>是政府千亿级产业规划与特斯拉/华为等龙头供应链外溢，<strong>最大预期差</strong>在于深圳本土企业（如雷赛、兆威）可能通过灵巧手等细分环节切入全球人形机器人供应链。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card">
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<h2 class="section-title">
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<i class="fas fa-brain"></i>
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核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold mb-3 text-slate-200">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-blue-400">政策端</h4>
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<p class="text-slate-300">
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深圳行动计划提出<span class="key-point">"十亿级场景50+"</span>（2027年），远超北京（50亿元场景）和重庆（12个揭榜项目），显示<span class="key-point">政府资源倾斜力度全国最强</span>。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-blue-400">技术端</h4>
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<ul class="text-slate-300 space-y-2">
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<li><strong>AI芯片</strong>：要求研发<span class="key-point">低功耗机器人端侧芯片</span>，支持Chiplet集成和VLA大模型推理（存算一体架构）。</li>
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<li><strong>灵巧手</strong>：深圳企业（雷赛、帕西尼）已实现<span class="key-point">13-15自由度</span>（行业主流6自由度），<span class="key-point">丝杠方案</span>替代传统皮带传动，寿命提升3倍。</li>
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</ul>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-blue-400">商业化端</h4>
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<ul class="text-slate-300 space-y-2">
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<li>地铁配送机器人验证<span class="key-point">"AI调度+轨道交通"</span>场景可行性</li>
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<li>6S店模式解决<span class="key-point">"最后一公里"</span>交付痛点</li>
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</ul>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-slate-200">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-purple-400">新闻端</h4>
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<p class="text-slate-300">
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3-7月密集报道（政策/地铁/6S店），<span class="key-point">热度持续5个月</span>。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-purple-400">研报端</h4>
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<p class="text-slate-300">
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申万、建投等<span class="key-point">8家券商</span>在3月集中发布深圳机器人专题，<span class="key-point">情绪从"概念"转向"订单跟踪"</span>。
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</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-3 text-slate-200">预期差分析</h3>
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<div class="highlight-box">
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<p class="text-slate-200 mb-3"><strong>市场共识</strong>：深圳政策强、场景多，但认为本土企业技术弱于特斯拉链。</p>
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<p class="text-slate-200"><strong>预期差</strong>：</p>
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<ul class="text-slate-200 ml-6 space-y-2">
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<li><strong>灵巧手环节</strong>：帕西尼ITPU传感器占整机成本30%（vs行业10%），<span class="key-point">技术溢价未被定价</span>。</li>
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<li><strong>地铁场景</strong>：深铁+万科合作显示<span class="key-point">国企订单可能优先落地深圳本土企业</span>（如万科投资的灵心巧匠）。</li>
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</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
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<div class="section-card">
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<h2 class="section-title">
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<i class="fas fa-rocket"></i>
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关键催化剂与未来发展路径
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</h2>
|
||
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<h3 class="text-xl font-semibold mb-3 text-slate-200">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3 mb-6">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-xs font-bold">1</span>
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||
</div>
|
||
<p class="text-slate-300">
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||
<strong>Q3深圳人形机器人专项政策细则落地</strong>：预计明确<span class="key-point">"揭榜挂帅"项目名单</span>（如灵巧手、AI芯片攻关企业）。
|
||
</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-xs font-bold">2</span>
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</div>
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<p class="text-slate-300">
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<strong>特斯拉供应链访华</strong>：若考察深圳企业（如兆威机电灵巧手），将直接催化<span class="key-point">T链深圳映射</span>。
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</p>
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</div>
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<div class="flex items-start">
|
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-xs font-bold">3</span>
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</div>
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<p class="text-slate-300">
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<strong>地铁配送机器人二期招标</strong>：深铁计划2025年底扩展至5条线路，<span class="key-point">订单规模或超10亿元</span>。
|
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</p>
|
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</div>
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</div>
|
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<h3 class="text-xl font-semibold mb-3 text-slate-200">长期发展路径</h3>
|
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="text-lg font-semibold mb-2 text-green-400">2025-2026</h4>
|
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<p class="text-slate-300">
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政策补贴驱动<span class="key-point">B端场景落地</span>（汽车工厂、物流仓储），本土企业切入供应链（如柯力传感六维力传感器量产2000台）。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold mb-2 text-green-400">2027-2028</h4>
|
||
<p class="text-slate-300">
|
||
成本下降至<span class="key-point">20万元/台</span>（东北电新专家预测），<span class="key-point">C端家庭服务机器人</span>启动，深圳凭借消费电子产业链（华为/荣耀）形成生态优势。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="fas fa-project-diagram"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg text-center">
|
||
<h4 class="text-lg font-semibold mb-3 text-blue-400">上游</h4>
|
||
<div class="flex flex-wrap justify-center">
|
||
<span class="tag tag-blue">AI芯片（瑞芯微）</span>
|
||
<span class="tag tag-blue">传感器（柯力传感）</span>
|
||
<span class="tag tag-blue">丝杠（恒立液压）</span>
|
||
</div>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg text-center">
|
||
<h4 class="text-lg font-semibold mb-3 text-purple-400">中游</h4>
|
||
<div class="flex flex-wrap justify-center">
|
||
<span class="tag tag-purple">灵巧手（兆威机电）</span>
|
||
<span class="tag tag-purple">灵巧手（雷赛智能）</span>
|
||
<span class="tag tag-purple">关节模组（绿的谐波）</span>
|
||
</div>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg text-center">
|
||
<h4 class="text-lg font-semibold mb-3 text-green-400">下游</h4>
|
||
<div class="flex flex-wrap justify-center">
|
||
<span class="tag tag-green">场景集成商（深铁）</span>
|
||
<span class="tag tag-green">场景集成商（万科）</span>
|
||
<span class="tag tag-green">6S店运营商</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>环节</th>
|
||
<th>优势</th>
|
||
<th>风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">雷赛智能</td>
|
||
<td>灵巧手+电机</td>
|
||
<td>15自由度产品Q2发布，绑定华为H链</td>
|
||
<td>估值已反映部分预期（PE 45x）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">兆威机电</td>
|
||
<td>灵巧手+减速箱</td>
|
||
<td>精密减速箱技术领先，特斯拉潜在供应商</td>
|
||
<td>订单尚未放量，验证周期长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">柯力传感</td>
|
||
<td>六维力传感器</td>
|
||
<td>2025年量产2000台，单价3-4万元</td>
|
||
<td>依赖人形机器人放量节奏</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">深铁+万科</td>
|
||
<td>场景运营</td>
|
||
<td>地铁配送全球首例，国企订单壁垒</td>
|
||
<td>商业化复制性待验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 mt-6 text-slate-200">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="text-lg font-semibold mb-2 text-green-400">印证</h4>
|
||
<p class="text-slate-300">
|
||
柯力传感路演确认<span class="key-point">B80传感器已获人形机器人订单</span>，与研报预测一致。
|
||
</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="text-lg font-semibold mb-2 text-red-400">矛盾</h4>
|
||
<p class="text-slate-300">
|
||
申万预测"2027年深圳机器人产业规模1000亿"，但路演显示<span class="key-point">灵巧手单价仅3-4万</span>（远低于市场预期10万），可能压缩整体市场空间。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="fas fa-exclamation-triangle"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">技术风险</h3>
|
||
<div class="space-y-3 mb-6">
|
||
<div class="risk-item">
|
||
<i class="fas fa-microchip"></i>
|
||
<div>
|
||
<strong>AI芯片</strong>：存算一体架构需突破<span class="key-point">28nm以下制程</span>（当前依赖海外IP）。
|
||
</div>
|
||
</div>
|
||
<div class="risk-item">
|
||
<i class="fas fa-hand-paper"></i>
|
||
<div>
|
||
<strong>灵巧手</strong>：13自由度下<span class="key-point">丝杠寿命</span>仅500小时（工业级需2000小时+）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">商业化风险</h3>
|
||
<div class="space-y-3 mb-6">
|
||
<div class="risk-item">
|
||
<i class="fas fa-dollar-sign"></i>
|
||
<div>
|
||
<strong>成本</strong>：当前人形机器人<span class="key-point">50-70万元/台</span>（优必选数据），地铁场景ROI需<span class="key-point">5年回本</span>（深铁测算）。
|
||
</div>
|
||
</div>
|
||
<div class="risk-item">
|
||
<i class="fas fa-home"></i>
|
||
<div>
|
||
<strong>场景</strong>：家庭服务机器人面临<span class="key-point">伦理审查</span>（深圳2025年拟立法规范AI机器人数据隐私）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">政策与竞争风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="risk-item">
|
||
<i class="fas fa-city"></i>
|
||
<div>
|
||
<strong>地方竞争</strong>：上海（特斯拉超级工厂）、北京（小米机器人）可能分流订单。
|
||
</div>
|
||
</div>
|
||
<div class="risk-item">
|
||
<i class="fas fa-balance-scale"></i>
|
||
<div>
|
||
<strong>信息矛盾</strong>：深圳行动计划要求"国产化替代"，但灵巧手核心传感器仍依赖<span class="key-point">日本/德国进口</span>（柯力路演承认）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="fas fa-chart-line"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="highlight-box mb-6">
|
||
<p class="text-slate-200">
|
||
<strong>阶段判断</strong>：深圳AI机器人处于<span class="key-point">"政策订单兑现期"</span>（类似2020年光伏），<span class="key-point">主题炒作→基本面驱动</span>过渡期。
|
||
</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">投资方向</h3>
|
||
<div class="space-y-3 mb-6">
|
||
<div class="investment-item">
|
||
<i class="fas fa-star"></i>
|
||
<div>
|
||
<strong>高弹性环节</strong>：<span class="key-point">灵巧手</span>（兆威机电、雷赛智能）——技术突破+订单催化。
|
||
</div>
|
||
</div>
|
||
<div class="investment-item">
|
||
<i class="fas fa-shield-alt"></i>
|
||
<div>
|
||
<strong>确定性环节</strong>：<span class="key-point">六维力传感器</span>（柯力传感）——单价高+量产验证。
|
||
</div>
|
||
</div>
|
||
<div class="investment-item">
|
||
<i class="fas fa-store"></i>
|
||
<div>
|
||
<strong>场景运营商</strong>：<span class="key-point">深铁合作方</span>（万科A）——国企订单壁垒+可复制性。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold mb-2 text-yellow-400">Q3深圳揭榜挂帅名单</h4>
|
||
<p class="text-slate-300">验证本土企业技术地位</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold mb-2 text-yellow-400">灵巧手出货量</h4>
|
||
<p class="text-slate-300">兆威机电Q2 15自由度产品交付量</p>
|
||
</div>
|
||
<div class="bg-slate-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold mb-2 text-yellow-400">地铁配送机器人二期招标规模</h4>
|
||
<p class="text-slate-300">深铁10亿元订单落地进度</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="text-lg font-semibold mb-2 text-red-400">风险提示</h4>
|
||
<p class="text-slate-300">
|
||
若特斯拉供应链未考察深圳企业，或灵巧手成本下降不及预期，板块可能回调20-30%。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="section-card">
|
||
<h2 class="section-title">
|
||
<i class="fas fa-table"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目/技术/产品/合作</th>
|
||
<th>产业链/应用领域</th>
|
||
<th>投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">奥特迅</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>电源产品供应</td>
|
||
<td>数据中心、大数据产业园</td>
|
||
<td>公司电源产品供应给阿里巴巴数据中心、东数西算大数据产业园等。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">神州信息</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>自主人工智能技术</td>
|
||
<td>智能网点、互联网平台</td>
|
||
<td>公司拥有自主的人工智能技术及产品并应用于智能网点、互联网平台等业务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">深康佳A</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>Micro LED AR显示屏</td>
|
||
<td>AR眼镜开发</td>
|
||
<td>研发三色全彩Micro LED AR显示屏，并与厂商共同开发AR眼镜。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">工业富联</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>高端智能制造+工业互联网</td>
|
||
<td>大数据+机器人</td>
|
||
<td>推动"高端智能制造+工业互联网"和"大数据+机器人"的"2+2"双轮驱动策略。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">卓翼科技</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>华为代工厂商</td>
|
||
<td>-</td>
|
||
<td>公司为华为一体机代工厂商。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">新国都</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>AI深度内容生成、视频处理</td>
|
||
<td>海外市场</td>
|
||
<td>子公司新国都智能依托AI技术在海外市场推出多款工具类产品。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">四方精创</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>deepseek R1模型本地化部署</td>
|
||
<td>核心能力与产品研发</td>
|
||
<td>技术团队已完成deepseek R1模型的本地化部署工作。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中国长城</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>信创电源领域</td>
|
||
<td>市场占有率前列</td>
|
||
<td>公司率先介入信创电源领域，市场占有率前列。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">和而泰</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>数智化模型接入DeepSeek</td>
|
||
<td>本地化部署</td>
|
||
<td>多个行业数智化模型已全面接入DeepSeek并进行本地化部署。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">深桑达A</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>星智政务大模型</td>
|
||
<td>政务、医疗、交通</td>
|
||
<td>发布"星智"政务大模型，已在项目中部署，医疗、交通行业启动应用试点。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奋达科技</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>智能音箱、穿戴设备合作</td>
|
||
<td>智能硬件</td>
|
||
<td>与阿里、百度等在智能音箱、智能穿戴设备建立合作伙伴关系。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">国民技术</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>低功耗蓝牙MCU芯片</td>
|
||
<td>芯片研发</td>
|
||
<td>研发可信计算新一代芯片，完成低功耗蓝牙MCU芯片技术开发。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">英威腾</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>模块化数据中心</td>
|
||
<td>机柜、供配电、制冷系统</td>
|
||
<td>模块化数据中心基础设施解决方案集成机柜、供配电、制冷等子系统。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">赢时胜</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>大模型技术栈对接DeepSeek</td>
|
||
<td>兼容性</td>
|
||
<td>大模型技术栈与DeepSeek主力模型全面对接，具备良好兼容性。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">万润科技</td>
|
||
<td>深圳+人工智能</td>
|
||
<td>存储封装与测试</td>
|
||
<td>芯片研发</td>
|
||
<td>子公司长江半导体聚焦存储半导体的闪存封装和测试。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">广和通</td>
|
||
<td>深圳+模组</td>
|
||
<td>智能模组</td>
|
||
<td>Fibot开发平台</td>
|
||
<td>智能模组产品、具身智能机器人开发平台Fibot可应用于机器人领域。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">美格智能</td>
|
||
<td>深圳+模组</td>
|
||
<td>无线通信模组</td>
|
||
<td>物联网解决方案</td>
|
||
<td>主营业务为无线通信模组和物联网解决方案。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">金奥博</td>
|
||
<td>深圳+机器人</td>
|
||
<td>履带式装卸机器人</td>
|
||
<td>化工</td>
|
||
<td>与四川凯达化工联合研发"JWL-LZRobot型履带式装卸机器人系统"。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">兆威机电</td>
|
||
<td>深圳+机器人</td>
|
||
<td>精密减速箱、高性能电机、电控系统</td>
|
||
<td>仿生机器人</td>
|
||
<td>凭借精密减速箱、高性能电机和电控系统开发仿生机器人灵巧手产品。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">长盈精密</td>
|
||
<td>深圳+机器人</td>
|
||
<td>人形机器人零部件</td>
|
||
<td>零部件供应</td>
|
||
<td>与figure AI公司合作，提供人形机器人零组件。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">拓邦股份</td>
|
||
<td>深圳+机器人</td>
|
||
<td>人形机器人领域</td>
|
||
<td>行业客户与产品开发</td>
|
||
<td>在人形机器人领域加大投入，成立机器人BU，专注行业客户与产品开发。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">雷赛智能</td>
|
||
<td>深圳+机器人</td>
|
||
<td>伺服驱动器、多圈绝对值编码器</td>
|
||
<td>核心部件</td>
|
||
<td>研发微型伺服驱动器、中空型多圈绝对值编码器等核心部件。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">科达利</td>
|
||
<td>深圳+机器人</td>
|
||
<td>机器人科技公司投资</td>
|
||
<td>投资合作</td>
|
||
<td>投资设立深圳市科创机器人科技有限公司并签署《投资合作协议书》。</td>
|
||
</tr>
|
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</tbody>
|
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</table>
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