西游・降魔篇

直面“白海豚”返场“加时大考”，筑牢杭城防汛“水文防线”_我的网站

A |     今年8月9日，第13号台风“白海豚”在浙江省玉环市沿海登陆，带来狂风骤雨，初登陆后其残余云系并未消散，反而在大气环流影响下迅速掉头“返场”，长时间滞留并持续释放强降雨，给杭州防汛带来严峻考验。    Unitree: Valuation rise reflects optimism    Investors are showing a strong appetite for Unitree Robotics' initial public offering, reflecting growing optimism about China's ambition to turn its industrial chain strengths into commercially viable artificial intelligence applications in the physical world, market experts and investment banks said.    Though still at an early stage of commercialization, China's embodied intelligence industry is gaining momentum in scaling up applications, first in business scenarios and later in consumer markets, creating a distinctive opportunity set for global investors, they said.    The IPO of Unitree on Shanghai's STAR Market — the first A-share listing of a major producer of humanoid robots — has entered the subscription stage, with buoyant demand helping to lift its issue price and fundraising size above earlier expectations.    Its issuing announcement showed that it had priced its IPO at 150.80 yuan ($22.35) per share, with expected proceeds amounting to 6.099 billion yuan, higher than the 4.202 billion yuan estimated in its earlier IPO filing at an implied price of about 104 yuan per share.    Its IPO price represents a price-to-earnings ratio of 219.23 times, far surpassing the industry average of 38.56 times and giving it a market capitalization of about 60.99 billion yuan at the IPO price, the announcement said.    The offering attracted a group of strategic investors, including the National Council for Social Security Fund, DeepSeek, as well as investment arms or affiliates of China National Petroleum Corp, China Southern Power Grid, China Telecom, Tencent and CITIC Securities.    Notably, the social security fund has become Unitree's largest strategic investor, subscribing to 933,402 shares, or 2.31 percent of the offering, for around 141 million yuan.    The move underscores long-term institutional capital's recognition of the humanoid robotics sector's prospects.    Retail investors have also shown enthusiasm ahead of Unitree's online subscriptions that open on Monday, with posts wishing for successful allocations piling up on financial information platform Eastmoney's online stock forum for the company.    Yang Shuning, executive director and partner at Wenzhi Capital, a Beijing-based private equity company focused on high-tech investments, said the keen demand and high valuation reflect investors' optimism about Unitree's commercialization prospects and its positioning in the embodied intelligence sector.    "Given the scarcity premium enjoyed by leading players in tech sectors and the multibillion-dollar valuations seen among overseas humanoid robotics peers, Unitree's valuation is not without justification," he said.    But Yang cautioned that Unitree's valuation is less about current earnings than about investors pricing in its future profitability. "If Unitree falls behind in scaling up commercialization, revenue growth weakens or investors start using a different valuation yardstick, valuations would come under pressure."    Commercial promise    Wang Xingxing, Unitree's founder and chairman, said on Friday that the company's pure humanoid robot shipments exceeded 5,500 units in 2025, the highest in the world.    Unitree's rise has come as China's humanoid robotics sector takes the lead worldwide in terms of shipments, with its commercialization prospects becoming increasingly visible.    Citing exhibition examples at the World Artificial Intelligence Conference in Shanghai, UBS said in a recent report that humanoid robots are "increasingly being evaluated as production tools rather than exhibition assets".    Commercialization should first scale in structured business-to-business scenarios such as factories, logistics and smart pharmacies, while consumer use cases remain a longer-term prospect, the report said.    Zhao Liang, a partner at Unique Capital, an investment institution focused on AI innovation, said that humanoid robots may integrate with specific application scenarios on a large scale in the next three to five years.    "Given China's advantages in industrial supply chains and talent, the country's embodied intelligence industry chain may bring a surprise to the world," Zhao said.    Unitree's listing, which took only 104 days to go from the application acceptance stage to registration approval, is expected to further boost financing, investment and development of China's embodied intelligence sector, experts said.    Besides Unitree, another major Chinese humanoid manufacturer, AGIBOT, is seeking an IPO in Hong Kong. According to UBS, China's embodied AI sector saw a wave of IPO filings and strong primary market financing this year, with first-half funding going above 34.5 billion yuan.    With a buoyant listing pipeline, China's embodied intelligence industry — and the broader physical AI sector — could offer global investors a distinct exposure to the next phase of AI development where physical-world applications become increasingly important, experts added.    Goldman Sachs said in a report that while the US and North Asian tech companies hold a dominant position in sectors such as semiconductor and AI models, China's AI opportunity set seems better populated in power, infrastructure and physical AI, implying a potentially strong value proposition and diversification benefits to global investors.                    。面对这场路径罕见，风雨极端的台风，杭州水文系统高度重视，树牢底线思维和极限思维，全员在岗迎战。

B | 通过密切监视台风发展动态、滚动会商研判最新水雨情形势，全力以赴打好防汛防台主动仗。

C | 强化责任落实，压紧压实防汛重担市水文中心闻“风”而动、向“雨”而行，迅速启动应急响应机制，班子带头扛责在肩，充分发挥数据保障组、情报预报组和应急监测组的尖兵前哨作用，连续奋战14个日夜，强化“指挥中心+水情中心+一线测站”3地24小时值守，密切跟踪水雨情监测数据，实时分析河道水位、流量变化，确保信息报送及时准确。

D | 同时，中心抽调专业技术骨干，出动146人次深入运河流域和苕溪流域一线，开展河道流量、流速等关键数据监测，共计测流220测次，掌握第一手水文动态。在此基础上，全面做好2780个监测站点运维管理，强化设备巡检维护，确保监测站数据畅通率99.8%以上，为调度提供一手情报。运河流域流量监测坚持流域“一盘棋”，精准开展洪水预报瓶窑水文站位于杭州北部东苕溪流域，作为站立在杭城“北大门”的国家重要水文站，肩负重要使命。

E | 瓶窑站水位高低直接关系着洪水是否会漫过西险大塘危及杭州主城，8月14日晚8时左右，苕溪流域瓶窑站水位追平27年前，即1999年7月1日的最高洪水位，随着暴雨不断落下，瓶窑水位继续上涨，15日凌晨2点半，瓶窑站洪峰水位来到了7.69米，新的纪录就此诞生。在此过程中，市水文中心牢固树立大局观念，做好东苕溪水位超历史极值的最充分准备，坚持上下游“一盘棋”，主动对接气象、水库、流域等上下游部门，开展雨情、水情、工情“即时会商”30余次，滚动开展洪水预报80余站次，杭州水情简报12期，为水涛庄、四岭水库错峰泄洪、北湖滞洪削峰提供精准决策依据。会商研判多维攻坚破局，提升预报预警水平台风来临前，统筹运用苕溪、运河、分水江流域数字孪生平台、杭州市水旱灾害监测预警平台等，通过正反算相结合的方式，针对不同量级极端降雨，分流域提前预演5套洪水预报方案，并结合气象未来降雨预报滚动更新预报结果。台风强降雨期间，依托瓶窑、长乐、潘板、余杭等站点洪水智能预报模型，逐小时滚动开展东苕溪干流洪水预报，支撑流域一体化调度。基于省山洪四预平台实现山洪高级别预警智能叫应，平台自动向属地水利部门、乡镇责任人发送浙政钉消息提醒，对未及时查收消息的责任人自动触发电话叫应，辅以人工电话叫应兜底，确保山洪预警直达基层一线防御责任人。本轮台风防御期间，累计发送预警短信11777条，发布洪水预警7期、山洪预警7期、洪水预报80余站次、杭州水情简报12期。面对“白海豚”的极限考验，市水文中心始终以“时时放心不下”的责任感和“事事准备周全”的行动力，持续筑牢杭城防汛防线，让这条防线经得起每一次风雨检验。

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Published on:07:31:05