春节后开工第一天,金发科技(600143)迎来了开门红,涨停收官。
春节前,宇树科技宣布完成B2轮融资,融资金额近10亿元人民币,投资方包括美团、金石投资、源码资本,老股东深创投、中网投、容亿、敦鸿和米达钧石跟投。
金发科技作为有限合伙人通过金石成长基金间接持股宇树科技。金石基金占宇树科技4.6239%股权,金发科技占金石基金9.1468%股权。
2025年春晚,16个宇树科技机器人Unitree H1“福兮”,和新疆艺术学院的演员们联袂主演了创意融合舞蹈节目《秧BOT》。该节目在春节期间获得了全国人民的关注和热烈讨论,同时,也像国外展示了国内的前沿机器人技术。
H1是全球首款能完成原地空翻的全尺寸电驱人形机器人,搭载AI驱动全身运动控制技术,高精度3D激光 SLAM 自主定位和导航、多智能体协同规划、先进组网方案和全身AI运动控制。

以宇树机器人为代表的人形机器人(包括机器狗)行业正在蓬勃发展,常用的材料有聚醚醚酮(PEEK)、聚酰胺(PA)、PC/ABS、聚苯硫醚(PPS)、液晶聚合物(LCP)、碳纤维复合材料、有机硅、TPE等。推荐阅读:人形机器人常用的8种高分子材料
人形机器人对所用材料有防腐、耐热、绝缘、轻量化、环保等要求,金发科技作为改性塑料的龙头企业以及新材料领域的领军企业,有多款改性塑料可满足相关性能需求,包括PEEK、PA、复合材料、LCP等。

2025年,多家人形机器人预计将开启量产,为材料行业带来新的市场机遇。
为了更好地促进行业人士交流,艾邦搭建了人形机器人产业微信群,欢迎执行器、灵巧手、结构件、摄像头、IMU、传感器、电芯、动力系统、伺服系统、热管理系统、软件算法等零部件、整机组装、设计、设备、原材料企业,以及机器人品牌、终端应用等企业加入,进群交流。

活动推荐:
Aibang Southeast Asia New Materials Forum
2025年 4月9日 越南 北宁
April 9th 2025, Bac Ninh, Vietnam
1. 市场趋势分析:
● 越南塑料行业的现状与未来趋势
Current status and future trends of the Vietnam plastics industry
● 东南亚塑料市场的全球定位与竞争力分析
Global positioning and competitiveness analysis of the Southeast Asian plastics market
Technology and Innovation:
Applications and development of high-performance engineering plastics
Sustainable production technologies and the circular economy in the plastics industry
Innovative solutions for consumer electronics materials
Extrusion Machinery in the Vietnamese Market: Driving the Future of Manufacturing
Future Injection Molding Factories: The New Era of All-Electric and Automation
Advanced Surface Treatment Technologies and Equipment in 3C Consumer Electronics
Policy Environment and Factory Investment:
● Vietnamese government support policies for plastics and related industries
Current status of China-Vietnam trade relations and their impact on the plastics industry
● Sustainable development of plastics factories
Raw Materials and Additives Supply Chain:
Building an efficient China-Vietnam plastics industry supply chain
Chinese plastics additives enterprises aiding the high-quality development of Vietnam's plastics
Market Entry and Risk Management:
Strategies and operational guidelines for entering the Vietnamese market
Risk assessment and management practices in Vietnam
Case Studies and Upstream-Downstream Integration:
Case studies of successful Chinese enterprises establishing factories in Vietnam
Investment and cooperation case analysis of the Vietnam plastics industry
Dialogue between Chinese and Vietnamese entrepreneurs and policymakers
● 探讨如何通过政策和市场力量推动行业的可持续发展
Discussion on promoting sustainable industry development through policies and market forces

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原文始发于微信公众号(艾邦高分子):开工即涨停,金发科技上桌人形机器人领域