机器人开发生产及应用端持续推进,关注北证20家产业链优质标的-北交所策略专题报告-开源证券

新能源制造行业：宇树科技预告新型人形机器人－具身智能产业链跟踪（14）-银河证券

2025 年 8 月 26 日，国务院印发《国务院关于深入实施“人工智能+”行动的意见》（下称《意见》），明确指出实施“人工智能+”行动的总体要求和重点方向。其核心意义在于推动中国数字经济从连接赋能向智能驱动实现质的跃升，此次《意见》的提出更加明确了人工智能作为新质生产力的核心引擎作用，擘画了国家生产力范式重构的具体举措。

中国电子行业：联想2025创新开放日，AI PC+智能体+智算平台，全栈布局驱动长期增长

A sonobuoy is a small, expendable sonar system used primarily by naval forces to detect underwater objects such as submarines. Deployed from aircraft or ships, it floats on the ocean surface while its sensors descend underwater to transmit acoustic data back to operators via radio signals. Sonobuoys are essential tools in anti-submarine warfare (ASW), enabling real-time tracking and surveillance of underwater threats. They come in various types, including passive (listening only) and active (sending and receiving sound pulses), and are designed for short-term use in tactical operations.

Social robots are autonomous robots designed to interact and communicate with humans in a socially acceptable manner. They are equipped with advanced sensors, artificial intelligence, and communication capabilities to understand and respond to human emotions, speech, and actions. These robots are often used in various settings, such as healthcare, education, customer service, and companionship, to assist, entertain, and engage with people.

Smart plugs transform ordinary appliances into smart appliances. They are cost-effective alternatives for smart appliances. Technology is expected to have a high penetration among Millennials. The use of and dependence on devices that can be controlled remotely through a wireless connection is increasing globally, which is a key factor that is driving the growth of the global smart plug market. The need for connectivity is increasing, especially because it allows consumers to control different types of devices and perform tasks remotely. Smart appliances depend on wireless technologies like ZigBee, Wi-Fi, Z-Wave, Bluetooth, and NFC, as well as the Internet of Things (IoT) and operating systems (OS) like iOS, Android, Azure, and Tizen for command and control by end-users.

A smart home camera is a stand-alone camera that connects to the Internet and can record and simultaneously stream video through the Internet Protocol (IP) network that can be accessed remotely by using smart gadgets such as smartphones and tablets, and PCs (Desktops) and Laptops. The video can be saved to a memory card (if any) installed in the camera device and other digital devices (PCs, laptops, smartphones, and tablets).

Smart home appliances are devices that are equipped with advanced technologies to connect to a network, often through Wi-Fi or Bluetooth, allowing remote control, automation, and enhanced functionality. These appliances often integrate with platforms like smartphones, tablets, or voice assistants to perform tasks efficiently and provide convenience, energy savings, or improved security.

Smart doorbells are defined as Internet-connected doorbells that notify homeowners when a guest arrives at the door. Users can view the person at the door from a smartphone or tablet. The smart doorbell is activated when the guest presses the doorbell. The user is informed of the presence of the guest through in-built motion sensors. Users can receive constant alerts about actionable security risks or other key events. Smart doorbells support the feature of two-way audio communication with visitors via wireless communication technologies such as Bluetooth, Wi-Fi, and Zigbee networks.