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- XianpingXianping
  ·12-08 13:44
  肯定破发，而且没有可落地的
  果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股
  在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。果下科技的故事，不止于AI互联网储能蓝图描绘，而是一个关于AI机器人控制权、安全感与可持续发展的叙事。通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。
  果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股
  24 评论
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- XianpingXianping
  ·12-05
  元宇宙就是个屁
  123 评论
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- XianpingXianping
  ·12-05
  $METALIGHT(02605)$ 这家公司到底是做什么的
  266 评论
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- XianpingXianping
  ·12-05
  $METALIGHT(02605)$ 不明白这种公司怎么还能上市的呢
  117 1
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- XianpingXianping
  ·11-26
  懂个屁啊
  620 评论
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- XianpingXianping
  ·11-03
  中了100股，多少能卖呢，大佬给个建议
  658 评论
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- XianpingXianping
  ·10-28
  $三一重工(06031)$ 亏了200，不想做互动，再见
  1,056 2
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- XianpingXianping
  ·09-24
  $METALIGHT(02605)$ 不知道这个垃圾存在的意义是什么
  567 评论
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- XianpingXianping
  ·09-17
  $健康160(02656)$
  540 评论
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- XianpingXianping
  ·07-09
  $正力新能(03677)$
  885 评论
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10:55","market":"hk","language":"zh","title":"果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股","url":"https://stock-news.laohu8.com/highlight/detail?id=2589388780","media":"智通财经","summary":"在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。果下科技的故事，不止于AI互联网储能蓝图描绘，而是一个关于AI机器人控制权、安全感与可持续发展的叙事。通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。","content":"<html><body><p>智通财经APP获悉，本周，港股新股——<a href=\"https://laohu8.com/S/02655\">果下科技</a>(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：<strong>如何让机器人既强大，又绝对可控。</strong></p><p>这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。</p><p><strong>为何此刻值得重点关注?</strong></p><p>果下科技的故事，不止于AI互联网储能蓝图描绘，<strong>而是一个关于AI机器人控制权、安全感与可持续发展的叙事</strong>。其招股书中反复强调的AI机器人安全布局，揭示了一个未来超越当前业务范畴的野心。</p><p>公司在招股书中表示“我们计划开发专为储能系统设计的具备自主巡检、异常检测、远程协作及边缘智能决策功能的人工智能优化机器人……为应对机器人自主性潜在风险并确保其安全可控运行，<strong>本公司致力运用创新储能技术从根本上约束机械人行为模式，确保人类保持绝对控制权。”</strong>这明确传递出一个信号：公司正在从“能源设备提供商”向“物理智能安全架构师”进化。其价值内核正在发生质变。</p><p><strong>发展战略解码——三层进阶，锁定“终极控制权”</strong></p><p>市场容易将果下科技简单归类为储能公司，但其战略蓝图清晰展示了通往“安全霸主”的<strong>三层递进式布局。</strong></p><p><strong>当前，公司正处在内生安全阶段。</strong>该阶段的核心目标是保障其储能系统自身的绝对安全，通过AI实现预测性维护与毫秒级风险隔离。这不仅是其业务的起点与基石，更通过海量运行数据形成了持续优化的“数据飞轮”，为未来打下坚实基础。</p><p><strong>中期，公司将向系统控制阶段演进。</strong>其战略意图是将现有的“云-边-端”能源管理平台，升级为一个可调度、可控制的“分布式能源网络操作系统”。这意味着，未来接入该网络的任何智能设备(包括各类机器人)，其行为都可能受到来自能源侧的“物理级”柔性约束。这直接呼应了其发展“开放式AI模型”与“全链路数据整合”的战略。</p><p><strong>未来，公司的目标是构建主动防护阶段。</strong>通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。其终极愿景是，能够放心地将复杂的储能系统乃至更多场景交给机器人管理，同时确保这些机器人永远安全、可控。根据规划，<strong>定制AI芯片将于2026-2027年推进，而能源智能机器人系统则计划从2027年起开始开发。</strong></p><p><strong>市场潜力——法规与事故驱动的“强制市场”</strong></p><p>AI机器人安全赛道核心驱动力首先来自全球法规的强制性要求。以欧盟最新机械法规(2023/1230)为例，它明确规定从2027年起，所有新投放市场的机械设备都必须满足相应的性能等级(PLa至 PLe)的安全功能，并首次明确要求将网络安全威胁纳入安全风险评估。这为高端安全解决方案创造了全球性的市场准入壁垒和一个确定的爆发时间节点。</p><p>其次，全球范围内的<strong>安全共识已经觉醒</strong>。从联合国秘书长古特雷斯呼吁就“杀人机器人”展开全球治理，到制造业在引入协作机器人时对动态安全防护的迫切需求，安全已成为产业扩张不可逾越的前提。有数据显示，在引入具备高级安全逻辑的协作机器人后，部分产线的效率提升了18%，而事故率则降低了27%。</p><p>当前市场格局呈现碎片化，参与者主要集中于<strong>网络安全软件</strong>(如Cloudflare)和传统的<strong>工业功能安全硬件</strong>(如西门子)。然而，像果下科技这样，从<strong>能源系统级控制</strong>这一物理根本层面切入，并致力于打通“云-边-端-能”全链条的综合性安全方案，<strong>尚属市场空白</strong>。其“精准断能”的差异化能力，构成了独特的竞争壁垒。</p><p>全球顶尖AI科学家为果下赛道价值做了信任背书。马斯克担忧AI可能因“目标错位”而失控——<strong>果下的解药是物理级行为约束。</strong>辛顿担忧恶意滥用——果下的计划是构建系统免疫与离线安全岛。联合国警告“杀人机器人”——果下的承诺是写入战略的 “<strong>人类绝对控制权</strong>” 。</p><p>奥特曼(Sam Altman)坚定的AI倡导者，也认为超级智能是不可避免的，人类必须学会如何安全地引导它。当全球的讨论大多停留在算法层面的“价值观对齐”时，果下科技提供了一条更底层、更务实的东方工程智慧路径：<strong>如果无法绝对保证机器人的“善意”，那么就必须牢牢掌握对他们的绝对控制。</strong></p><p><strong>定位升维——从储能到成为“可信基石”</strong></p><p>此次上市，是公司完成从“周期性项目供应商”到“智能时代可信赖守护者”这一关键定位跃迁的里程碑。</p><p>在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。在拥有高速移动机器人的汽车工厂或大型仓储中心，该平台能够实现机器人群的碰撞规避、任务协同，并具备毫秒级下达全局减速或紧急关断指令的能力。在化工厂巡检、电网维修等高危场景，可为作业机器人配备基于独立应急能源的“行为锁死协议”，确保即使在通讯中断时，机器人也能自动进入安全模式，防止二次灾难。</p><p>在需要人机紧密协作的场景，如果下的技术能为协作机器人配备全身触觉感知皮肤和AI预判算法，机器人将能像“安全气囊”一样，通过预判人类操作者的状态提前切换至保守模式，主动预防伤害。在商场、机场等公共空间，其云安全平台可强制服务机器人在人群密集区限速、在儿童区增大避让距离、在火警时自动让出救援通道，成为公共安全的“隐形秩序维护者”。</p><p><strong>攻守兼备——风险对冲的稀缺性配置</strong></p><p>果下科技的商业模式，构建了一个精妙的“不对称优势”，使其具备了独特的风险对冲属性。</p><p>在<strong>AI产业上行周期</strong>，当人工智能与机器人产业蓬勃发展时，公司作为储能产业链中不可或缺的AI技术龙头，或将享受行业增长的贝塔收益。</p><p>在<strong>AI产业下行周期或行业风险暴露期</strong>，如出现重大AI安全事故、监管骤然收紧或伦理争议激化时，市场会瞬间意识到“安全”才是产业可持续发展的生命线——此时，果下科技作为核心安全解决方案的提供者，<strong>其防御属性和逆周期价值将凸显，或成为资本寻求的“避风港”。</strong></p><p>综合而言，果下科技作为全球前八储能供应商，此次IPO是港股近年稀缺的科技标的，具备独特叙事、清晰路径与刚性需求。该公司跳出市场同质化竞争，打造机器人主动安全新赛道，凭能源控制核心能力形成高壁垒的技术与战略优势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1378640.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，本周，港股新股——果下科技(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：如何让机器人既强大，又绝对可控。这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1378640.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159792":"互联网","160636":"互联网","02655":"果下科技"},"source_url":"http://www.zhitongcaijing.com/content/detail/1378640.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2589388780","content_text":"智通财经APP获悉，本周，港股新股——果下科技(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：如何让机器人既强大，又绝对可控。这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。为何此刻值得重点关注?果下科技的故事，不止于AI互联网储能蓝图描绘，而是一个关于AI机器人控制权、安全感与可持续发展的叙事。其招股书中反复强调的AI机器人安全布局，揭示了一个未来超越当前业务范畴的野心。公司在招股书中表示“我们计划开发专为储能系统设计的具备自主巡检、异常检测、远程协作及边缘智能决策功能的人工智能优化机器人……为应对机器人自主性潜在风险并确保其安全可控运行，本公司致力运用创新储能技术从根本上约束机械人行为模式，确保人类保持绝对控制权。”这明确传递出一个信号：公司正在从“能源设备提供商”向“物理智能安全架构师”进化。其价值内核正在发生质变。发展战略解码——三层进阶，锁定“终极控制权”市场容易将果下科技简单归类为储能公司，但其战略蓝图清晰展示了通往“安全霸主”的三层递进式布局。当前，公司正处在内生安全阶段。该阶段的核心目标是保障其储能系统自身的绝对安全，通过AI实现预测性维护与毫秒级风险隔离。这不仅是其业务的起点与基石，更通过海量运行数据形成了持续优化的“数据飞轮”，为未来打下坚实基础。中期，公司将向系统控制阶段演进。其战略意图是将现有的“云-边-端”能源管理平台，升级为一个可调度、可控制的“分布式能源网络操作系统”。这意味着，未来接入该网络的任何智能设备(包括各类机器人)，其行为都可能受到来自能源侧的“物理级”柔性约束。这直接呼应了其发展“开放式AI模型”与“全链路数据整合”的战略。未来，公司的目标是构建主动防护阶段。通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。其终极愿景是，能够放心地将复杂的储能系统乃至更多场景交给机器人管理，同时确保这些机器人永远安全、可控。根据规划，定制AI芯片将于2026-2027年推进，而能源智能机器人系统则计划从2027年起开始开发。市场潜力——法规与事故驱动的“强制市场”AI机器人安全赛道核心驱动力首先来自全球法规的强制性要求。以欧盟最新机械法规(2023/1230)为例，它明确规定从2027年起，所有新投放市场的机械设备都必须满足相应的性能等级(PLa至 PLe)的安全功能，并首次明确要求将网络安全威胁纳入安全风险评估。这为高端安全解决方案创造了全球性的市场准入壁垒和一个确定的爆发时间节点。其次，全球范围内的安全共识已经觉醒。从联合国秘书长古特雷斯呼吁就“杀人机器人”展开全球治理，到制造业在引入协作机器人时对动态安全防护的迫切需求，安全已成为产业扩张不可逾越的前提。有数据显示，在引入具备高级安全逻辑的协作机器人后，部分产线的效率提升了18%，而事故率则降低了27%。当前市场格局呈现碎片化，参与者主要集中于网络安全软件(如Cloudflare)和传统的工业功能安全硬件(如西门子)。然而，像果下科技这样，从能源系统级控制这一物理根本层面切入，并致力于打通“云-边-端-能”全链条的综合性安全方案，尚属市场空白。其“精准断能”的差异化能力，构成了独特的竞争壁垒。全球顶尖AI科学家为果下赛道价值做了信任背书。马斯克担忧AI可能因“目标错位”而失控——果下的解药是物理级行为约束。辛顿担忧恶意滥用——果下的计划是构建系统免疫与离线安全岛。联合国警告“杀人机器人”——果下的承诺是写入战略的 “人类绝对控制权” 。奥特曼(Sam Altman)坚定的AI倡导者，也认为超级智能是不可避免的，人类必须学会如何安全地引导它。当全球的讨论大多停留在算法层面的“价值观对齐”时，果下科技提供了一条更底层、更务实的东方工程智慧路径：如果无法绝对保证机器人的“善意”，那么就必须牢牢掌握对他们的绝对控制。定位升维——从储能到成为“可信基石”此次上市，是公司完成从“周期性项目供应商”到“智能时代可信赖守护者”这一关键定位跃迁的里程碑。在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。在拥有高速移动机器人的汽车工厂或大型仓储中心，该平台能够实现机器人群的碰撞规避、任务协同，并具备毫秒级下达全局减速或紧急关断指令的能力。在化工厂巡检、电网维修等高危场景，可为作业机器人配备基于独立应急能源的“行为锁死协议”，确保即使在通讯中断时，机器人也能自动进入安全模式，防止二次灾难。在需要人机紧密协作的场景，如果下的技术能为协作机器人配备全身触觉感知皮肤和AI预判算法，机器人将能像“安全气囊”一样，通过预判人类操作者的状态提前切换至保守模式，主动预防伤害。在商场、机场等公共空间，其云安全平台可强制服务机器人在人群密集区限速、在儿童区增大避让距离、在火警时自动让出救援通道，成为公共安全的“隐形秩序维护者”。攻守兼备——风险对冲的稀缺性配置果下科技的商业模式，构建了一个精妙的“不对称优势”，使其具备了独特的风险对冲属性。在AI产业上行周期，当人工智能与机器人产业蓬勃发展时，公司作为储能产业链中不可或缺的AI技术龙头，或将享受行业增长的贝塔收益。在AI产业下行周期或行业风险暴露期，如出现重大AI安全事故、监管骤然收紧或伦理争议激化时，市场会瞬间意识到“安全”才是产业可持续发展的生命线——此时，果下科技作为核心安全解决方案的提供者，其防御属性和逆周期价值将凸显，或成为资本寻求的“避风港”。综合而言，果下科技作为全球前八储能供应商，此次IPO是港股近年稀缺的科技标的，具备独特叙事、清晰路径与刚性需求。该公司跳出市场同质化竞争，打造机器人主动安全新赛道，凭能源控制核心能力形成高壁垒的技术与战略优势。","news_type":1,"symbols_score_info":{"159792":1.5,"160636":1.5,"02655":1.5}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507449341563680,"gmtCreate":1764919613351,"gmtModify":1764919905144,"author":{"id":"3510102885570727","authorId":"3510102885570727","name":"Xianping","avatar":"https://static.tigerbbs.com/ba9bb592761a411297bb093a05a9d2da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510102885570727","idStr":"3510102885570727"},"themes":[],"htmlText":"元宇宙就是个屁","listText":"元宇宙就是个屁","text":"元宇宙就是个屁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507449341563680","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507448558371792,"gmtCreate":1764919484403,"gmtModify":1764919903696,"author":{"id":"3510102885570727","authorId":"3510102885570727","name":"Xianping","avatar":"https://static.tigerbbs.com/ba9bb592761a411297bb093a05a9d2da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510102885570727","idStr":"3510102885570727"},"themes":[],"title":"","htmlText":"<a 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