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Burt J

Burt J

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2024-05-15

$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

2024-05-23

$英伟达(NVDA)$

2024-05-16

这篇文章不错，转发给大家看看

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2025-10-02

$台积电(TSM)$

2024-03-25

$英伟达(NVDA)$

2024-10-16

$英伟达(NVDA)$

2025-10-08

$英伟达(NVDA)$

2025-06-16

$美光科技(MU)$

01-09

冷饭热炒！

特斯拉Optimus V3量产审核完成：七家中国企业成核心供应商？

2025-10-02

$英伟达(NVDA)$

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V3的整机组装任务，并供应3D玻璃面罩、灵巧手夹爪模组等核心部件，其灵巧手相关产品市占率已超70%，成为该环节的核心保障。</p><p><strong>三花智控</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063729505v1522xgkk15qvp2\"/><p>主要研发和生产制冷空调零部件、汽车零部件，在相关领域拥有全球领先的技术和市场地位，是全球最大的制冷控制元器件制造商。</p><p>随着人形机器人行业的兴起，<a href=\"https://laohu8.com/S/02050\">三花智控</a>敏锐地捕捉到市场机遇，专门成立了机器人事业部，将目光聚焦于人形机器人机电执行器的研发与生产。机电执行器作为人形机器人实现动作执行的重要部件，对机器人的整体性能至关重要。</p><p>三花智控聚焦机器人的关节与热管理系统，提供肩、肘、腕等14个旋转关节总成及液冷散热模组，其精密机电执行器技术为机器人的动作精度与稳定性奠定基础。</p><p><strong>拓普集团</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063743720v152ksvqqrulsbx\"/><p>宁波拓普集团股份有限公司是在上海证券交易所上市的一家科技、平台型汽车零部件企业，主要致力于汽车动力底盘系统、饰件系统、智能驾驶系统等领域的研发与制造。</p><p>作为汽车零部件巨头，利用其在底盘与结构件上的大规模生产、质量控制及成本管理经验，强势切入机器人关节赛道，具备强大的系统集成与供应链整合潜力。</p><p>拓普集团凭借在汽车底盘部件领域的优势，拿下腿部/腰部关节模组的全球独家供应权，同时提供直线/旋转执行器总成，直接影响机器人的行走与承重能力。</p><p><strong>长盈精密</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063744296v15272tbgtwezez\"/><p>深圳市长盈精密技术股份有限公司（简称“长盈精密”）成立于2001年7月，是一家研发、生产、销售智能终端手机零组件，新能源汽车零组件，工业机器人及自动化系统集成的规模化制造企业。</p><p>长盈精密开始为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料，PEEK、IGUS等工程塑料，橡胶、硅胶、尼龙、纤维织布等多种材料的零件。</p><p>此外，公司还使用包括CNC、3D打印、压铸、注塑、滚齿、热压等多种成型工艺，为人形机器人的结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件，形成了全链条配套能力。</p><p><strong>卧龙电驱</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063747596v1521rzzd2g5czf\"/><p>主要从事电机及控制系统的研发和生产，电机作为人形机器人的动力来源，其性能好坏对机器人的运动能力起着决定性作用。<a href=\"https://laohu8.com/S/600580\">卧龙电驱</a>凭借强大的技术研发能力和先进的制造水平，成为全球领先的电机及驱动制造商。</p><p>在人形机器人领域，该公司积极布局，已成功开发出人形机器人的核心零部件，如高爆发关节、无框力矩电机等，并且与智元机器人展开深度合作。这种合作模式不仅有助于卧龙电驱的产品更好地适配人形机器人的需求，还能通过与机器人整机企业的协同创新，不断优化产品性能，推动人形机器人动力系统的升级与发展。</p><p>卧龙电驱则负责轴向磁通电机、无框力矩电机等驱动系统，是机器人动力输出的核心来源。</p><p><strong>五洲新春</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063749101v152v75ih3y0da7\"/><p>浙江<a href=\"https://laohu8.com/S/603667\">五洲新春</a>集团股份有限公司是一家集研发、制造和服务为一体的综合型企业集团，主要生产轴承及汽车配件等高端精密零部件。2016年，五洲新春在上交所挂牌上市，证券代码603667。目前五洲新春在浙江、安徽、四川、大连和墨西哥等地建有多个生产基地，在美国、波兰、德国、法国、英国、意大利等地拥有销售公司。</p><p><strong>恒立液压</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063758820v152lj5zhu3xi5k\"/><p>公司总部位于中国常州，<a href=\"https://laohu8.com/S/601100\">恒立液压</a>经过30多年的专注与创新，从液压油缸制造发展成为集液压元件、精密铸件、液压系统等产业于一体的大型综合性企业。在中国、德国、美国、日本、墨西哥分别建有7个液压研发中心与11个生产制造基地。</p><p>五洲新春与恒立液压则聚焦传动与执行部件，分别供应轴承、丝杆及行星滚柱丝杠、线性关节总成，保障机器人动作的流畅性与精准度。</p><p>特斯拉Optimus V3量产审核完成与中国核心供应链的确定，标志着全球人形机器人产业从技术研发阶段正式迈向量产落地阶段。未来，随着2026年第一季度量产的启动，人形机器人有望逐步从概念走向现实，广泛应用于工业、医疗、家庭服务等多个领域，开启全新的产业革命。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus V3量产审核完成：七家中国企业成核心供应商？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 06:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109063824a70472c5&s=b><strong>具身智机产业链</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，关于Optimus V3量产审核完成、七家中国企业确定为核心一级供应商的消息引发行业震动。这7家公司分别为：蓝思科技、三花智控、拓普集团、长盈精密、卧龙电驱、五洲新春、恒立液压。尽管特斯拉官方尚未对这一具体供应链名单进行最终确认，但中国供应链深度参与已是公开的秘密。以下提到的这几家公司，各自凭借其核心技术，在机器人产业链中占据了各自的关键环节：蓝思科技蓝思科技是以科技创新为核心、智能智造为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109063824a70472c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4099":"汽车制造商","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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V3的整机组装任务，并供应3D玻璃面罩、灵巧手夹爪模组等核心部件，其灵巧手相关产品市占率已超70%，成为该环节的核心保障。三花智控主要研发和生产制冷空调零部件、汽车零部件，在相关领域拥有全球领先的技术和市场地位，是全球最大的制冷控制元器件制造商。随着人形机器人行业的兴起，三花智控敏锐地捕捉到市场机遇，专门成立了机器人事业部，将目光聚焦于人形机器人机电执行器的研发与生产。机电执行器作为人形机器人实现动作执行的重要部件，对机器人的整体性能至关重要。三花智控聚焦机器人的关节与热管理系统，提供肩、肘、腕等14个旋转关节总成及液冷散热模组，其精密机电执行器技术为机器人的动作精度与稳定性奠定基础。拓普集团宁波拓普集团股份有限公司是在上海证券交易所上市的一家科技、平台型汽车零部件企业，主要致力于汽车动力底盘系统、饰件系统、智能驾驶系统等领域的研发与制造。作为汽车零部件巨头，利用其在底盘与结构件上的大规模生产、质量控制及成本管理经验，强势切入机器人关节赛道，具备强大的系统集成与供应链整合潜力。拓普集团凭借在汽车底盘部件领域的优势，拿下腿部/腰部关节模组的全球独家供应权，同时提供直线/旋转执行器总成，直接影响机器人的行走与承重能力。长盈精密深圳市长盈精密技术股份有限公司（简称“长盈精密”）成立于2001年7月，是一家研发、生产、销售智能终端手机零组件，新能源汽车零组件，工业机器人及自动化系统集成的规模化制造企业。长盈精密开始为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料，PEEK、IGUS等工程塑料，橡胶、硅胶、尼龙、纤维织布等多种材料的零件。此外，公司还使用包括CNC、3D打印、压铸、注塑、滚齿、热压等多种成型工艺，为人形机器人的结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件，形成了全链条配套能力。卧龙电驱主要从事电机及控制系统的研发和生产，电机作为人形机器人的动力来源，其性能好坏对机器人的运动能力起着决定性作用。卧龙电驱凭借强大的技术研发能力和先进的制造水平，成为全球领先的电机及驱动制造商。在人形机器人领域，该公司积极布局，已成功开发出人形机器人的核心零部件，如高爆发关节、无框力矩电机等，并且与智元机器人展开深度合作。这种合作模式不仅有助于卧龙电驱的产品更好地适配人形机器人的需求，还能通过与机器人整机企业的协同创新，不断优化产品性能，推动人形机器人动力系统的升级与发展。卧龙电驱则负责轴向磁通电机、无框力矩电机等驱动系统，是机器人动力输出的核心来源。五洲新春浙江五洲新春集团股份有限公司是一家集研发、制造和服务为一体的综合型企业集团，主要生产轴承及汽车配件等高端精密零部件。2016年，五洲新春在上交所挂牌上市，证券代码603667。目前五洲新春在浙江、安徽、四川、大连和墨西哥等地建有多个生产基地，在美国、波兰、德国、法国、英国、意大利等地拥有销售公司。恒立液压公司总部位于中国常州，恒立液压经过30多年的专注与创新，从液压油缸制造发展成为集液压元件、精密铸件、液压系统等产业于一体的大型综合性企业。在中国、德国、美国、日本、墨西哥分别建有7个液压研发中心与11个生产制造基地。五洲新春与恒立液压则聚焦传动与执行部件，分别供应轴承、丝杆及行星滚柱丝杠、线性关节总成，保障机器人动作的流畅性与精准度。特斯拉Optimus 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1γ 制程是其第一代 EUV DRAM 内存工艺，此前已在 DDR5 上得到应用。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">IT之家 6 月 4 日消息，美光当地时间昨日宣布在业界率先推出基于第六代 10nm 级制程（IT之家注：按美光命名为 1γ、1-gamma，按<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和 SK 海力士命名为 1c）的 LPDDR5x DRAM 内存。</p><div><img src=\"http://n.sinaimg.cn/spider20250604/300/w660h440/20250604/0d10-24dbcd287216175ec239a104d570faf3.jpg\"/><span></span></div><p cms-style=\"font-L\">美光的 1γ LPDDR5x 可实现业界一流的 10.7Gbps（较准确值应为 10667MT/s）数据传输速率，同时<font cms-style=\"font-L strong-Bold\">相较上代 1β 产品节省 20% 功耗</font>。</p><div><img src=\"http://n.sinaimg.cn/spider20250604/300/w660h440/20250604/4cc0-c98c465c4b97da00d956088b2c462ca9.jpg\"/><span></span></div><p cms-style=\"font-L\">此外其 DRAM <font cms-style=\"font-L strong-Bold\">模块厚度达到了最低的 0.61mm</font>，相较美光 1β LPDDR5x 降低 14%，也比友商低 6%，为超薄与折叠屏智能手机留出了更大设计空间。</p><div><img src=\"http://n.sinaimg.cn/spider20250604/181/w660h321/20250604/96ff-85eb36f19f90d1168b075a9ad2722450.jpg\"/><span></span></div><p cms-style=\"font-L\">美光的 1γ 制程是其第一代 EUV DRAM 内存工艺，此前已在 DDR5 上得到应用。而其 1γLPDDR5x 现正向指定合作伙伴提供 16GB 封装容量的样品，并将提供从 8GB 到 32GB 的各种容量，搭载在 2026 年的旗舰智能手机上。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光率先推出第六代 10nm 级 LPDDR5x 内存，速度可达 10.7Gbps</title>\n<style 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href=\"https://finance.sina.com.cn/stock/t/2025-06-04/doc-ineywwwc0316021.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","BK4141":"半导体产品","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2211815571.USD":"ALLIANZ 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年的旗舰智能手机上。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385743023440416,"gmtCreate":1735220421637,"gmtModify":1735220423273,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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size下达到10万tokens的唯一方案”。这与今年3月份“AI春晚”发布的B200系列只隔了几个月。One More Thing英伟达消费级显卡方面，RTX5090的PCB板也首次曝光了～就在昨天，一张RTX 5090 PCB照片在网上疯转。","content":"<html><head></head><body><p>英伟达老黄，成了今年的圣诞老黄。</p><p style=\"text-align: left;\">AI芯片大礼包刚刚曝光：</p><p style=\"text-align: left;\">GPU新核弹<strong>B300</strong>，以及附带CPU的超级芯片<strong>GB300</strong>。</p><p style=\"text-align: left;\"><strong>高算力</strong>，在产品层面上相比B200在FLOPS上提高50%</p><p style=\"text-align: left;\"><strong>大显存</strong>，从192GB提升到288GB，也是提高了50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f9e5c5a6f2c34097efd9ea26e6b1bb1\" alt=\"△Grok AI绘图\" title=\"△Grok AI绘图\" tg-width=\"1024\" tg-height=\"768\"/><span>△Grok AI绘图</span></p><p style=\"text-align: left;\">包含72块GB300的“新一代计算单元<strong>”GB300 NVL72</strong>，更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度，在高batch size下达到10万tokens的唯一方案”。</p><p style=\"text-align: left;\">这与今年3月份“AI春晚”发布的B200系列<strong>只隔了几个月</strong>。</p><p style=\"text-align: left;\">根据SemiAnalysis爆料，从第三季度开始，<strong>许多AI巨头已经将订单从B200转移到了B300</strong>（只有微软还在第四季度继续购买了部分B200）。</p><p style=\"text-align: left;\">有不少网友感叹，更新速度实在太快了！</p><p style=\"text-align: left;\">既是解决了此前传闻中B200因设计缺陷被迫推迟的问题，又是对隔壁AMD MI300系列后续产品将在2025年提升显存容量的回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0dc1722b58eb13468099c2bac62e47ce\" alt=\"\" title=\"\" tg-width=\"1064\" tg-height=\"456\"/></p><h2 id=\"id_3472682946\" style=\"text-align: left;\">又一款AI核弹</h2><p style=\"text-align: left;\">既然都是Blackwell架构没有跨代，B300的算力提高来自哪里呢？</p><p style=\"text-align: left;\">根据这次爆料，主要有三部分：</p><ul style=\"list-style-type: square;\"><li><p><strong>工艺节点，</strong>与B200使用同样的台积电4NP，但是全新流片</p></li><li><p><strong>增加功率，</strong>GB300和B300 HGX的TDP分别达到1.4KW、1.2KW，相比之下B200系列分别提高0.2KW</p></li><li><p><strong>架构微创新，</strong>例如在CPU和GPU之间动态分配功率</p></li></ul><p style=\"text-align: left;\">除了更高FLOPS之外，B300系列的显存也做了升级：</p><ul style=\"list-style-type: square;\"><li><p>从8层堆叠的<strong>HBM3E</strong>升级到12层（12-Hi HBM3E）</p></li><li><p><strong>显存容量</strong>从192GB升级到288GB</p></li><li><p><strong>显存带宽</strong>保持不变，仍为8TB/s</p></li></ul><p style=\"text-align: left;\">此外产品交付层面还有一个大变化：</p><p style=\"text-align: left;\">GB200系列提供整个<strong>Bianca Board</strong>，也就包括两颗GPU、一颗CPU、CPU的内存等所有组件都集成在一块PCB版上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/262abf69a417b8ad4b4fe50f47dc1345\" alt=\"△GB200概念图\" title=\"△GB200概念图\" tg-width=\"1080\" tg-height=\"608\"/><span>△GB200概念图</span></p><p style=\"text-align: left;\">GB300系列将只提供<strong>参考板</strong>（Reference Board），包括两颗B300 GPU、一颗Grace CPU、HMC（Hybrid Memory Cube），<strong>LPCAMM内存模块等组件将由客户自行采购</strong>。</p><p style=\"text-align: left;\">这给供应链上的OEM和ODM制造商带来了新的机会。</p><h2 id=\"id_1947192978\" style=\"text-align: left;\">为推理大模型打造</h2><p style=\"text-align: left;\">显存的升级对OpenAI o1/o3一类的推理大模型至关重要，因为<strong>推理思维链长度会增加KVCache</strong>，影响batch size和延迟。</p><p style=\"text-align: left;\">以一个GB300 NVL72“计算单元”为单位考虑时，<strong>它使72个GPU能够以极低的延迟处理相同的问题，并共享显存</strong>。</p><p style=\"text-align: left;\">在此基础上从GB200升级到GB300，还可以带来许多好处：</p><ul style=\"list-style-type: square;\"><li><p>每个思维链的延迟更低</p></li><li><p>实现更长的思维链</p></li><li><p>降低推理成本</p></li><li><p>处理同一问题时，可以搜索更多样本，最终提高模型能力</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6ede47651ca86916acaab778d3b6b4c\" alt=\"\" title=\"\" tg-width=\"934\" tg-height=\"926\"/></p><p style=\"text-align: left;\">为了解释这些提升，SemiAnalysis举了个更为直观的例子。</p><p style=\"text-align: left;\">下图是在不同批处理大小下，使用H100和H200两种GPU处理长序列时，Llama 3.1 405B在FP8精度下的处理速度。</p><p style=\"text-align: left;\">输入设置为1000个token、输出19000个token，由此模拟OpenAI o1和o3模型中的思维链。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b2bd9895782829d037932bc532e22d6\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"909\"/></p><p style=\"text-align: left;\">从H100升级到H200，有两个显著改进。</p><p style=\"text-align: left;\">一是在所有可比较的batch size中，H200的内存带宽更大（H200 4.8TB/s，H100 3.35TB/s），从而使得处理效率普遍提高了43%。</p><p style=\"text-align: left;\">二是H200可运行更高的batch size，这使得其每秒可以生成的token数量增加了3倍，相应地，成本也减少了约3倍。</p><p style=\"text-align: left;\">内存增加所带来的效益远不止表面上的这些。</p><p style=\"text-align: left;\">众所周知，推理模型响应时间一般更长，显著缩短推理时间可以提高用户体验和使用频率。</p><p style=\"text-align: left;\">而且内存升级实现3倍性能提升，成本减少3倍，这一提升速度也远超摩尔定律。</p><p style=\"text-align: left;\">除此之外，SemiAnalysis还分析观察到，能力更强和具有明显差异化的模型能收取更高的溢价——</p><p style=\"text-align: left;\">前沿模型毛利率超70%，而还在与开源模型竞争的次一级模型毛利率不足20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971b41b1bd146a1ffc0f841ce14c5f53\" alt=\"\" title=\"\" tg-width=\"232\" tg-height=\"232\"/></p><p style=\"text-align: left;\">当然，英伟达并不是唯一一家能增加内存的芯片公司，但奈何英伟达还有杀手锏<strong>NVLink</strong>。</p><h2 id=\"id_2492167468\" style=\"text-align: left;\">One More Thing</h2><p style=\"text-align: left;\">英伟达消费级显卡方面，RTX5090的PCB板也首次曝光了～</p><p style=\"text-align: left;\">就在昨天，一张RTX 5090 PCB照片在网上疯转。</p><p style=\"text-align: left;\">特点就是超超超大号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59e9064e23e7fce44e6485fab4e3e0ae\" alt=\"\" title=\"\" tg-width=\"944\" tg-height=\"1262\"/></p><p style=\"text-align: left;\">结合此前爆料称5090有可能会配备<strong>32GB大显存</strong>，有望支持8K超高清游戏，实现60fps的流畅游戏体验。</p><p style=\"text-align: left;\">网友们直接坐不住。</p><p style=\"text-align: left;\">关于5090的发布时间，大伙儿猜测大概会是1月6日老黄CES演讲的时候。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e094bf588d8b1240f033628a88c4dc9\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"822\"/></p></body></html>","source":"lsy1569318700471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达年终核弹！全新B300为o1推理大模型打造，RTX5090也曝光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd><strong>量子位</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达老黄，成了今年的圣诞老黄。AI芯片大礼包刚刚曝光：GPU新核弹B300，以及附带CPU的超级芯片GB300。高算力，在产品层面上相比B200在FLOPS上提高50%大显存，从192GB提升到288GB，也是提高了50%。△Grok AI绘图包含72块GB300的“新一代计算单元”GB300 NVL72，更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度，在高batch size...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0fa0107e181d7e3dd174764f4d7d9d0","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247769299&idx=1&sn=95131baf4a6bb2d01e3360c42d48e253&chksm=e9b5ad81139c6e7589760ba4b53ebf76ae49ba75ef44dfd0646fefdb6578d047d7b11e8875d1&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494988671","content_text":"英伟达老黄，成了今年的圣诞老黄。AI芯片大礼包刚刚曝光：GPU新核弹B300，以及附带CPU的超级芯片GB300。高算力，在产品层面上相比B200在FLOPS上提高50%大显存，从192GB提升到288GB，也是提高了50%。△Grok AI绘图包含72块GB300的“新一代计算单元”GB300 NVL72，更是被评价为“能让OpenAI o1/o3推理大模型的思维链长度，在高batch size下达到10万tokens的唯一方案”。这与今年3月份“AI春晚”发布的B200系列只隔了几个月。根据SemiAnalysis爆料，从第三季度开始，许多AI巨头已经将订单从B200转移到了B300（只有微软还在第四季度继续购买了部分B200）。有不少网友感叹，更新速度实在太快了！既是解决了此前传闻中B200因设计缺陷被迫推迟的问题，又是对隔壁AMD MI300系列后续产品将在2025年提升显存容量的回应。又一款AI核弹既然都是Blackwell架构没有跨代，B300的算力提高来自哪里呢？根据这次爆料，主要有三部分：工艺节点，与B200使用同样的台积电4NP，但是全新流片增加功率，GB300和B300 HGX的TDP分别达到1.4KW、1.2KW，相比之下B200系列分别提高0.2KW架构微创新，例如在CPU和GPU之间动态分配功率除了更高FLOPS之外，B300系列的显存也做了升级：从8层堆叠的HBM3E升级到12层（12-Hi HBM3E）显存容量从192GB升级到288GB显存带宽保持不变，仍为8TB/s此外产品交付层面还有一个大变化：GB200系列提供整个Bianca Board，也就包括两颗GPU、一颗CPU、CPU的内存等所有组件都集成在一块PCB版上。△GB200概念图GB300系列将只提供参考板（Reference Board），包括两颗B300 GPU、一颗Grace CPU、HMC（Hybrid Memory Cube），LPCAMM内存模块等组件将由客户自行采购。这给供应链上的OEM和ODM制造商带来了新的机会。为推理大模型打造显存的升级对OpenAI o1/o3一类的推理大模型至关重要，因为推理思维链长度会增加KVCache，影响batch size和延迟。以一个GB300 NVL72“计算单元”为单位考虑时，它使72个GPU能够以极低的延迟处理相同的问题，并共享显存。在此基础上从GB200升级到GB300，还可以带来许多好处：每个思维链的延迟更低实现更长的思维链降低推理成本处理同一问题时，可以搜索更多样本，最终提高模型能力为了解释这些提升，SemiAnalysis举了个更为直观的例子。下图是在不同批处理大小下，使用H100和H200两种GPU处理长序列时，Llama 3.1 405B在FP8精度下的处理速度。输入设置为1000个token、输出19000个token，由此模拟OpenAI o1和o3模型中的思维链。从H100升级到H200，有两个显著改进。一是在所有可比较的batch size中，H200的内存带宽更大（H200 4.8TB/s，H100 3.35TB/s），从而使得处理效率普遍提高了43%。二是H200可运行更高的batch size，这使得其每秒可以生成的token数量增加了3倍，相应地，成本也减少了约3倍。内存增加所带来的效益远不止表面上的这些。众所周知，推理模型响应时间一般更长，显著缩短推理时间可以提高用户体验和使用频率。而且内存升级实现3倍性能提升，成本减少3倍，这一提升速度也远超摩尔定律。除此之外，SemiAnalysis还分析观察到，能力更强和具有明显差异化的模型能收取更高的溢价——前沿模型毛利率超70%，而还在与开源模型竞争的次一级模型毛利率不足20%。当然，英伟达并不是唯一一家能增加内存的芯片公司，但奈何英伟达还有杀手锏NVLink。One More Thing英伟达消费级显卡方面，RTX5090的PCB板也首次曝光了～就在昨天，一张RTX 5090 PCB照片在网上疯转。特点就是超超超大号。结合此前爆料称5090有可能会配备32GB大显存，有望支持8K超高清游戏，实现60fps的流畅游戏体验。网友们直接坐不住。关于5090的发布时间，大伙儿猜测大概会是1月6日老黄CES演讲的时候。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385044343501312,"gmtCreate":1735044912132,"gmtModify":1735044913996,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar Labs在2023年展示了全球首个4Tbps的光学解决方案，通过这一高速传输能力为未来的AI集群互连树立了新标杆。 本次D轮融资由AMD、英特尔和英伟达等行业巨头领投，进一步巩固了Ayar Labs的行业影响力。这些企业的参与不仅代表资本市场对硅光子技术的认可，更反映了产业链上游对创新互连技术的迫切需求。 此前，Ayar Labs已获得来自硅谷知名风投和战略合作伙伴的多轮支持，并通过与英特尔、惠普等企业的合作逐步将技术推进至实用阶段。 传统的铜线互连在数据传输速度和能效方面已接近极限，特别是面对不断扩展的AI计算需求和大型封装的复杂性，光I/O逐渐成为不可或缺的解决方案。 Ayar Labs的技术独特之处在于其整体封装设计，使得光学模块可以直接与芯片集成，大幅缩短信号路径并提升性能。这一设计不仅适用于AI领域，还能在未来的数据中心和分布式计算环境中广泛应","listText":"芝能智芯出品 Ayar Labs近日宣布完成1.55亿美元D轮融资，使其总融资额达到3.7亿美元。融资背后，AMD、英特尔、英伟达等多家芯片巨头的参与吸引了产业的广泛关注。 作为一家专注于光I/O互连技术的公司，Ayar Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar Labs在2023年展示了全球首个4Tbps的光学解决方案，通过这一高速传输能力为未来的AI集群互连树立了新标杆。 本次D轮融资由AMD、英特尔和英伟达等行业巨头领投，进一步巩固了Ayar Labs的行业影响力。这些企业的参与不仅代表资本市场对硅光子技术的认可，更反映了产业链上游对创新互连技术的迫切需求。 此前，Ayar Labs已获得来自硅谷知名风投和战略合作伙伴的多轮支持，并通过与英特尔、惠普等企业的合作逐步将技术推进至实用阶段。 传统的铜线互连在数据传输速度和能效方面已接近极限，特别是面对不断扩展的AI计算需求和大型封装的复杂性，光I/O逐渐成为不可或缺的解决方案。 Ayar Labs的技术独特之处在于其整体封装设计，使得光学模块可以直接与芯片集成，大幅缩短信号路径并提升性能。这一设计不仅适用于AI领域，还能在未来的数据中心和分布式计算环境中广泛应","text":"芝能智芯出品 Ayar Labs近日宣布完成1.55亿美元D轮融资，使其总融资额达到3.7亿美元。融资背后，AMD、英特尔、英伟达等多家芯片巨头的参与吸引了产业的广泛关注。 作为一家专注于光I/O互连技术的公司，Ayar Labs正在通过创新的硅光子解决方案推动AI基础设施的变革。这篇文章将从公司技术、融资背景与市场价值切入，解析这次融资的产业影响与技术趋势。 Part 1 Ayar Labs的技术、 融资与行业吸引力 Ayar Labs是一家专注于硅光子领域的创新企业，其核心技术是光I/O互连解决方案。 通过TeraPHY™光学I/O芯片与Supernova™多波长光源的结合，该技术以光信号取代传统铜线传输数据，大幅提升片外互连的速度和带宽，同时显著降低功耗和延迟。 这一突破为解决数据中心、AI训练集群等复杂计算场景中的数据瓶颈提供了全新路径，特别是在生成式AI和高性能计算(HPC)的应用中表现出巨大潜力。例如，Ayar 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V3量产审核完成与中国核心供应链的确定，标志着全球人形机器人产业从技术研发阶段正式迈向量产落地阶段。","content":"<html><body><article><p>近期，关于Optimus V3量产审核完成、七家中国企业确定为核心一级供应商的消息引发行业震动。这7家公司分别为：<strong><a href=\"https://laohu8.com/S/300433\">蓝思科技</a>、<a href=\"https://laohu8.com/S/002050\">三花智控</a>、<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/300115\">长盈精密</a>、卧龙电驱、五洲新春、</strong>恒立液压。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063728231v152jszlq8aabdi\"/><p><strong>尽管<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官方尚未对这一具体供应链名单进行最终确认，但中国供应链深度参与已是公开的秘密。</strong>以下提到的这几家公司，各自凭借其核心技术，在机器人产业链中占据了各自的关键环节：</p><p><strong>蓝思科技</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063729044v1522gz3acxov68\"/><p><a href=\"https://laohu8.com/S/06613\">蓝思科技</a>是以科技创新为核心、智能智造为驱动，业内领先的智能终端全产业链一站式精密制造解决方案提供商。1993年成立于深圳（公司前身），2006年总部落户湖南长沙。</p><p>蓝思科技通过“新材料、新技术、新装备、新领域”战略，持续不断拓展新领域，业务覆盖消费电子、智能汽车领域及人形机器人、AI眼镜/XR头显、智慧零售设备等新兴领域，形成多场景协同发展的业务布局。</p><p>蓝思科技凭借在精密制造与整机组装领域的积累，将承担Optimus V3的整机组装任务，并供应3D玻璃面罩、灵巧手夹爪模组等核心部件，其灵巧手相关产品市占率已超70%，成为该环节的核心保障。</p><p><strong>三花智控</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063729505v1522xgkk15qvp2\"/><p>主要研发和生产制冷空调零部件、汽车零部件，在相关领域拥有全球领先的技术和市场地位，是全球最大的制冷控制元器件制造商。</p><p>随着人形机器人行业的兴起，<a href=\"https://laohu8.com/S/02050\">三花智控</a>敏锐地捕捉到市场机遇，专门成立了机器人事业部，将目光聚焦于人形机器人机电执行器的研发与生产。机电执行器作为人形机器人实现动作执行的重要部件，对机器人的整体性能至关重要。</p><p>三花智控聚焦机器人的关节与热管理系统，提供肩、肘、腕等14个旋转关节总成及液冷散热模组，其精密机电执行器技术为机器人的动作精度与稳定性奠定基础。</p><p><strong>拓普集团</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063743720v152ksvqqrulsbx\"/><p>宁波拓普集团股份有限公司是在上海证券交易所上市的一家科技、平台型汽车零部件企业，主要致力于汽车动力底盘系统、饰件系统、智能驾驶系统等领域的研发与制造。</p><p>作为汽车零部件巨头，利用其在底盘与结构件上的大规模生产、质量控制及成本管理经验，强势切入机器人关节赛道，具备强大的系统集成与供应链整合潜力。</p><p>拓普集团凭借在汽车底盘部件领域的优势，拿下腿部/腰部关节模组的全球独家供应权，同时提供直线/旋转执行器总成，直接影响机器人的行走与承重能力。</p><p><strong>长盈精密</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063744296v15272tbgtwezez\"/><p>深圳市长盈精密技术股份有限公司（简称“长盈精密”）成立于2001年7月，是一家研发、生产、销售智能终端手机零组件，新能源汽车零组件，工业机器人及自动化系统集成的规模化制造企业。</p><p>长盈精密开始为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料，PEEK、IGUS等工程塑料，橡胶、硅胶、尼龙、纤维织布等多种材料的零件。</p><p>此外，公司还使用包括CNC、3D打印、压铸、注塑、滚齿、热压等多种成型工艺，为人形机器人的结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件，形成了全链条配套能力。</p><p><strong>卧龙电驱</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063747596v1521rzzd2g5czf\"/><p>主要从事电机及控制系统的研发和生产，电机作为人形机器人的动力来源，其性能好坏对机器人的运动能力起着决定性作用。<a href=\"https://laohu8.com/S/600580\">卧龙电驱</a>凭借强大的技术研发能力和先进的制造水平，成为全球领先的电机及驱动制造商。</p><p>在人形机器人领域，该公司积极布局，已成功开发出人形机器人的核心零部件，如高爆发关节、无框力矩电机等，并且与智元机器人展开深度合作。这种合作模式不仅有助于卧龙电驱的产品更好地适配人形机器人的需求，还能通过与机器人整机企业的协同创新，不断优化产品性能，推动人形机器人动力系统的升级与发展。</p><p>卧龙电驱则负责轴向磁通电机、无框力矩电机等驱动系统，是机器人动力输出的核心来源。</p><p><strong>五洲新春</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063749101v152v75ih3y0da7\"/><p>浙江<a href=\"https://laohu8.com/S/603667\">五洲新春</a>集团股份有限公司是一家集研发、制造和服务为一体的综合型企业集团，主要生产轴承及汽车配件等高端精密零部件。2016年，五洲新春在上交所挂牌上市，证券代码603667。目前五洲新春在浙江、安徽、四川、大连和墨西哥等地建有多个生产基地，在美国、波兰、德国、法国、英国、意大利等地拥有销售公司。</p><p><strong>恒立液压</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109063758820v152lj5zhu3xi5k\"/><p>公司总部位于中国常州，<a href=\"https://laohu8.com/S/601100\">恒立液压</a>经过30多年的专注与创新，从液压油缸制造发展成为集液压元件、精密铸件、液压系统等产业于一体的大型综合性企业。在中国、德国、美国、日本、墨西哥分别建有7个液压研发中心与11个生产制造基地。</p><p>五洲新春与恒立液压则聚焦传动与执行部件，分别供应轴承、丝杆及行星滚柱丝杠、线性关节总成，保障机器人动作的流畅性与精准度。</p><p>特斯拉Optimus V3量产审核完成与中国核心供应链的确定，标志着全球人形机器人产业从技术研发阶段正式迈向量产落地阶段。未来，随着2026年第一季度量产的启动，人形机器人有望逐步从概念走向现实，广泛应用于工业、医疗、家庭服务等多个领域，开启全新的产业革命。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus V3量产审核完成：七家中国企业成核心供应商？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 06:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109063824a70472c5&s=b><strong>具身智机产业链</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，关于Optimus V3量产审核完成、七家中国企业确定为核心一级供应商的消息引发行业震动。这7家公司分别为：蓝思科技、三花智控、拓普集团、长盈精密、卧龙电驱、五洲新春、恒立液压。尽管特斯拉官方尚未对这一具体供应链名单进行最终确认，但中国供应链深度参与已是公开的秘密。以下提到的这几家公司，各自凭借其核心技术，在机器人产业链中占据了各自的关键环节：蓝思科技蓝思科技是以科技创新为核心、智能智造为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109063824a70472c5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4099":"汽车制造商","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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V3的整机组装任务，并供应3D玻璃面罩、灵巧手夹爪模组等核心部件，其灵巧手相关产品市占率已超70%，成为该环节的核心保障。三花智控主要研发和生产制冷空调零部件、汽车零部件，在相关领域拥有全球领先的技术和市场地位，是全球最大的制冷控制元器件制造商。随着人形机器人行业的兴起，三花智控敏锐地捕捉到市场机遇，专门成立了机器人事业部，将目光聚焦于人形机器人机电执行器的研发与生产。机电执行器作为人形机器人实现动作执行的重要部件，对机器人的整体性能至关重要。三花智控聚焦机器人的关节与热管理系统，提供肩、肘、腕等14个旋转关节总成及液冷散热模组，其精密机电执行器技术为机器人的动作精度与稳定性奠定基础。拓普集团宁波拓普集团股份有限公司是在上海证券交易所上市的一家科技、平台型汽车零部件企业，主要致力于汽车动力底盘系统、饰件系统、智能驾驶系统等领域的研发与制造。作为汽车零部件巨头，利用其在底盘与结构件上的大规模生产、质量控制及成本管理经验，强势切入机器人关节赛道，具备强大的系统集成与供应链整合潜力。拓普集团凭借在汽车底盘部件领域的优势，拿下腿部/腰部关节模组的全球独家供应权，同时提供直线/旋转执行器总成，直接影响机器人的行走与承重能力。长盈精密深圳市长盈精密技术股份有限公司（简称“长盈精密”）成立于2001年7月，是一家研发、生产、销售智能终端手机零组件，新能源汽车零组件，工业机器人及自动化系统集成的规模化制造企业。长盈精密开始为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材料，PEEK、IGUS等工程塑料，橡胶、硅胶、尼龙、纤维织布等多种材料的零件。此外，公司还使用包括CNC、3D打印、压铸、注塑、滚齿、热压等多种成型工艺，为人形机器人的结构件、执行器、传感器、变速齿轮、线束、电机等提供核心零部件，形成了全链条配套能力。卧龙电驱主要从事电机及控制系统的研发和生产，电机作为人形机器人的动力来源，其性能好坏对机器人的运动能力起着决定性作用。卧龙电驱凭借强大的技术研发能力和先进的制造水平，成为全球领先的电机及驱动制造商。在人形机器人领域，该公司积极布局，已成功开发出人形机器人的核心零部件，如高爆发关节、无框力矩电机等，并且与智元机器人展开深度合作。这种合作模式不仅有助于卧龙电驱的产品更好地适配人形机器人的需求，还能通过与机器人整机企业的协同创新，不断优化产品性能，推动人形机器人动力系统的升级与发展。卧龙电驱则负责轴向磁通电机、无框力矩电机等驱动系统，是机器人动力输出的核心来源。五洲新春浙江五洲新春集团股份有限公司是一家集研发、制造和服务为一体的综合型企业集团，主要生产轴承及汽车配件等高端精密零部件。2016年，五洲新春在上交所挂牌上市，证券代码603667。目前五洲新春在浙江、安徽、四川、大连和墨西哥等地建有多个生产基地，在美国、波兰、德国、法国、英国、意大利等地拥有销售公司。恒立液压公司总部位于中国常州，恒立液压经过30多年的专注与创新，从液压油缸制造发展成为集液压元件、精密铸件、液压系统等产业于一体的大型综合性企业。在中国、德国、美国、日本、墨西哥分别建有7个液压研发中心与11个生产制造基地。五洲新春与恒立液压则聚焦传动与执行部件，分别供应轴承、丝杆及行星滚柱丝杠、线性关节总成，保障机器人动作的流畅性与精准度。特斯拉Optimus 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