Core Insights - Qianjue Technology is developing a "brain in a jar" system that evolves across forms and scenarios, advancing embodied intelligence from single model capabilities to a system-level brain [1][3]. Financing and Growth - Qianjue Technology recently completed nearly 100 million yuan in Pre-A++ financing, with participation from six well-known investment institutions and existing shareholders. The funds will focus on the R&D of large models for embodied intelligent decision-making and planning, team building, and global commercialization [3]. - Since its establishment in June 2023, the company has completed seven rounds of financing, aiming to develop a universal intelligent base adaptable to various robotic hardware [3]. Unique Technological Approach - Unlike traditional "layered" and "end-to-end" approaches in embodied intelligence, Qianjue Technology employs a brain-like architecture that divides complex tasks into collaborative models for vision, hearing, decision-making, interaction, and memory. This allows for full-stack autonomy from chip to algorithm, enhancing flexibility and reliability for future system iterations and scene adaptations [4]. - The company has completed three generations of pre-trained "embodied brains," capable of autonomously executing a full loop of "perception - decision - action" without human prompts or pre-programmed rules [4]. "Brain in a Jar" Concept - The founder, Gao Haichuan, emphasizes that the company is not just creating an "intelligent brain" but a "brain in a jar" that can independently learn and evolve, allowing for rapid adaptation to different robotic forms. This decoupling of "brain" and "body" is crucial for addressing the challenges of diverse robotic forms and fragmented scenarios in the future [6][7]. Data and Engineering - Qianjue Technology has built the world's largest known dataset of pure real-world family scenarios, accumulating hundreds of millions of data points for embodied perception and decision-making training, covering various scenarios such as home, logistics, and industrial operations [9]. - The company has established an automated training data pipeline to lower the barriers to application, transforming traditional deep involvement from "secondary developers" to "direct users," significantly reducing the costs of robot application and adaptation [11]. Market Deployment Goals - The company has achieved comprehensive adaptation of its solutions to various mainstream robotic forms, including bipedal humanoid, wheeled, drone, quadruped, and vacuum robots, with several projects entering large-scale application phases. By 2026, Qianjue Technology aims to have over 100,000 robots equipped with its "embodied brain" [12]. - The self-developed Polibrain OS robot brain system is in the external validation phase, designed to integrate perception, decision-making, and control capabilities into a reusable and scalable universal intelligent base [12]. Addressing Industry Pain Points - Qianjue Technology's solutions address two core issues: the cost of environmental modification and the ability to respond to unexpected situations. Unlike traditional rule-based solutions that require significant physical modifications to deployment environments, Qianjue's autonomous decision-making model eliminates the need for such modifications [13]. - The largest current application scenario involves semi-service and household cleaning, such as hotel cleaning and public area maintenance, where the robots' core value lies in their autonomous decision-making capabilities rather than extreme dexterity [14]. Future Outlook - According to QYResearch, the global market for general brains in embodied intelligent robots is expected to grow at a compound annual growth rate of 52.0% from 2025 to 2031. The rapid growth of humanoid robots will continue to drive demand for universal intelligent bases [16]. - Qianjue Technology's unique brain-like partition architecture and "brain in a jar" concept are pushing the evolution of robotic intelligence from single model capabilities to a new stage of system-level brain development, potentially providing a replicable and scalable paradigm for the entire embodied intelligence industry [16].

Core Viewpoint - The TRON 2 robot, developed by LimX Dynamics, represents a groundbreaking innovation in the field of embodied intelligence, featuring a modular design that allows for multiple configurations, making it the world's first "universal base for embodied robots" [1][4]. Industry Challenges and Solutions - The current state of the industry shows a separation between AI algorithm development and robotic hardware platforms, creating significant development bottlenecks due to the need for multiple independent hardware systems for testing algorithms across different physical forms [6][12]. - TRON 2 addresses this by offering a "universal base" that allows for rapid assembly into various configurations, such as bipedal, wheeled, and dual-arm setups, thus redefining the hardware paradigm [7][9]. - The design includes open APIs and standardized hardware interfaces, enabling seamless integration of multimodal perception suites, which liberates developers from the complexities of hardware construction and optimization [11]. Performance Optimization for VLA - TRON 2's dual-arm system is optimized for VLA (Visual-Language-Action) tasks, featuring a humanoid structure with 7 degrees of freedom and a spherical wrist for enhanced flexibility and precision in confined spaces [15]. - It boasts a reach of 70 cm and can handle loads of up to 10 kg, with a maximum body weight capacity of 60 kg, catering to a wide range of applications from home service to industrial use [15]. - The robot is designed to be compatible with leading VLA models, providing datasets and training examples to facilitate quick deployment without extensive adjustments [15]. Adaptability to Real-World Environments - Many robots struggle in unstructured environments, limiting their capabilities; TRON 2 enhances mobility with a design that allows for seamless switching between bipedal and wheeled forms, effectively navigating complex terrains [16][17]. - It can carry loads of up to 30 kg and has a battery life of 4 hours, enabling efficient execution of tasks across various environments [18]. Development Efficiency - The industry faces challenges in development speed due to the time-consuming setup and configuration processes; TRON 2 aims to streamline this with comprehensive development resources that allow for quick onboarding and deployment [21][22]. - By providing a stable and efficient development platform, TRON 2 levels the playing field for different teams, allowing them to focus on application learning and algorithm innovation rather than hardware adaptation [23]. Value Proposition - TRON 2 transitions from a specialized device to a "scene validation prototype," allowing companies to validate business models and technical solutions at a lower cost and risk before large-scale commercialization [25][26]. - This innovation reflects a deep understanding of industry needs and positions Chinese robotics firms as capable of original and disruptive innovations, addressing global industry pain points with unique solutions [28].

Core Viewpoint - The collapse of Luminar, a leading American lidar company, coincides with a legislative push in the U.S. to exclude Chinese sensors from critical infrastructure, highlighting the shift of lidar technology from a commercial competition to a geopolitical battleground [1][3]. Group 1: Legislative Actions and Market Impact - A new bill proposed by U.S. Congressman Raja Krishnamoorthi aims to phase out Chinese-made lidar sensors in autonomous vehicles and critical infrastructure under the guise of national security [3][4]. - The bill sets a timeline for banning new purchases within three years and replacing existing equipment within five years, citing concerns over potential cyberattacks during conflicts [4]. - Concurrently, Luminar Technologies filed for bankruptcy, reporting assets between $100 million and $500 million against liabilities of $500 million to $1 billion, marking a significant downturn for a company once partnered with major automakers [7]. Group 2: Luminar's Business Model and Challenges - Luminar's strategy focused on a superior 1550 nm lidar technology, which was initially seen as a path to advanced autonomous driving, leading to a peak market valuation of nearly $10 billion in 2020 [8][11]. - However, the high costs associated with 1550 nm technology, reliant on expensive materials, resulted in unsustainable pricing, with sales failing to cover manufacturing costs [11]. - In contrast, Chinese competitors like Hesai and RoboSense successfully reduced costs to around $200, integrating into major automotive supply chains, which Luminar could not match [11][13]. Group 3: Market Dynamics and Competitive Landscape - The global lidar market is dominated by Chinese firms, holding 93% of the passenger vehicle lidar market and 89% of the overall lidar market, with the "Big Four" Chinese companies capturing 88% of the market [13][15]. - The rapid decline in lidar costs and improvements in reliability have transformed lidar from a high-tech product to a mass-market component, driven by demand in robotics and industrial automation [16][18]. - The U.S. legislative response reflects a growing anxiety over supply chain security, as evidenced by the inclusion of Hesai in a list of entities linked to the Chinese military [19][20]. Group 4: Future Outlook and Competitive Strategies - The future of lidar technology will depend on the ability to provide comprehensive perception solutions that integrate hardware and software, rather than just competing on technical specifications [21]. - Companies that can navigate specific application scenarios and build strong ecosystem partnerships will likely establish a competitive edge in the evolving market landscape [21].

长期以来，制造一个功能完整的软体机器人是一项繁琐的工程：柔软的驱动结构、精密的传感器和刚性的电子 电路，通常需要在不同的地方分别制作，再像拼装模型一样小心翼翼地组合起来。这个过程不仅耗时，还容易 在软硬材料结合的脆弱界面处产生故障。 最近 ， 上海交大 的研究团队在《 Science Advances 》 上发表了一项突破性研究，他们开发了一种集成 化的多材料 3D 打印 技术 ，能够像 "一体化成型"那样，自动制造出集驱动、传感、电路和通信功能于一身 的自主软体机器人。 一个由柔软材料制成、仅手掌大小的六足机器人，正灵巧地在桌面上前进、转弯。它不仅能通过手势遥控，还 能在遇到障碍时自主绕开，甚至能感觉到被触摸的位置 。 更令人惊奇的是，这个集成了传感器、电路和驱动 器的复杂机器人主体，是在一台机器上一次性、无需组装打印完成的。 这项技术让复杂软体机器人的制造，从精密的手工组装活，变成了高效、可靠的自动化生产过程。 ▍ 制造困境：为何完整的软体机器人如此难造？ 软体机器人因其出色的柔顺性和对复杂环境的适应性，在搜救、检测和人机交互等领域前景广阔。然而，一个 能真正自主工作的软体机器人，需要将柔软的驱动结构、各 ...

Core Insights - The roundtable forum focused on the commercialization opportunities and challenges of embodied intelligence technology in the humanoid robot sector, highlighting the need for collaboration among policy, technology, data, and industry [1][23]. Policy Outlook: National Strategic Layout and Global Competition - The discussion began with insights on China's development opportunities and policy trends in the global competition landscape, emphasizing that the robotics sector is crucial for China's national rejuvenation [4][7]. Technological Breakthroughs: Pathways from Rigid Motors to Biomimetic Muscles - The forum highlighted the need to transition from rigid motor drives to biomimetic muscle drives, which are essential for integrating robots into daily life scenarios [10][11]. Data Scarcity: Solutions from "Hand-Holding" to "Opening the Granaries" - The issue of data scarcity in embodied intelligence was addressed, with suggestions for transitioning from manual data collection to utilizing existing data from human activities and developing high-fidelity simulations [11][12]. Dexterous Manipulation: From Diverse Approaches to Industrial Balance - The current state of dexterous hand technology was discussed, with a focus on the need for industry-wide investment in foundational technology and market-driven product iterations [18][19]. Commercialization Pathways: Dual Challenges from Technological Breakthroughs to Large-Scale Implementation - The forum concluded with insights on the indicators for the large-scale breakthrough of embodied intelligence, emphasizing the importance of balancing short-term commercialization with long-term technological innovation [19][22].

Core Viewpoint - The first Chaoyang Intelligent Robot Ecological Conference and Robo Summit aims to accelerate the construction of an intelligent robot industry ecosystem in Chaoyang District, Beijing, by releasing industry policies, application scenarios, and plans for industrial bases and ecological partnerships [1]. Policy Empowerment - The Beijing Municipal Economic and Information Bureau and Chaoyang District jointly released several support policies, including the "Beijing Olympic Center Robot Innovation Park Planning and Construction Scheme (2026-2030)" and the "Beijing Chaoyang District Intelligent Robot Industry Innovation Application Three-Year Action Plan (2026-2028)" [9][12]. - The policies focus on key technologies and core components, encouraging enterprises to build new technology innovation carriers and common technology platforms, and support high-level events in the robot field [12]. Technical Guidance - The conference gathered experts and industry representatives to discuss the key bottlenecks and breakthrough paths for scaling robot applications from laboratories to real-world use [13][14]. - Companies like Galaxy General Robotics and Zhifang announced new products showcasing advancements in high-precision operations and complex environment adaptability [15]. Application Scenarios - The first batch of 12 intelligent robot application scenarios was publicly announced, with plans for more scenarios to be introduced, supported by funding, talent, and service measures [18][19]. - The initiative aims to create a virtuous cycle of "enterprise innovation—scenario verification—industry agglomeration" [19]. Industrial Base Development - The conference highlighted the progress of the "One Park, Two Bases" construction plan, with the signing of agreements for the humanoid robot training base and the intelligent robot innovation application base [23][27]. - The humanoid robot training base will focus on hosting events, testing, training, and technical exchanges, while the innovation application base will serve as a hub for industry services, research collaboration, and innovation competitions [27]. Ecosystem Partnership - Chaoyang District announced a plan for building intelligent robot ecological partnerships, aiming to connect various resources and promote technology collaboration and resource integration [21].

2025 年 12 月 20 日，特斯拉 CEO 埃隆·马斯克在社交平台转发了一段中国演唱会的视频，并配文"令人印象 深刻！"，迅速在海外科技圈掀起热议。 视频源自 12 月 18 日王力宏"最好的地方"巡回演唱会成都站。当晚， 6 台宇树科技 G1 人形机器人登台，在 《火力全开》表演中与歌手、舞者协同完成挥臂、踢腿、转身等高精度动作，高潮段落更以整齐划一的集体空 翻引爆全场。 据现场技术人员透露，为完成这次演出，技术团队与演出方进行了长达数周的前期调试，针对舞蹈编排、节奏 匹配与舞台安全反复打磨。这不仅考验机器人本体的运动控制能力，更涉及多机协同、环境适应与安全冗余等 一系列技术挑战。此次机器人以 "群舞"形式深度融入商业化演唱会流程，而非单独展示，标志着其舞台应用 已从"技术秀"迈向"常态化工具"。 美国 futurism （科技前沿媒体） 也报道了此次机器人舞台亮相 走出舞台，人形机器人正以多样姿态渗透进展会、商演等公共场景。 在各类行业展会上，身披企业标识的机器人穿梭于人群中，既能主动派发资料、讲解产品，也能通过舞蹈互动 聚集人气，成为展商吸引关注的 "科技名片"。"机器人带来的引流效果非常明显，尤 ...

Core Insights - The article highlights the rapid advancement and commercialization of humanoid robots, emphasizing the importance of embodied intelligence and the role of domestic companies in this transformation [1][3][5]. Industry Overview - The 2025 Sixth China Robot Industry Annual Conference took place in Hangzhou, gathering over 200 industry experts and representatives from more than 100 leading companies, indicating strong interest and investment in the robotics sector [5]. - The conference served as a platform for discussing key trends such as the scaling laws of embodied intelligence, the push for domestic alternatives, and the integration of 5G-A for remote control of robots [1][3]. Technological Developments - Experts discussed the evolution of embodied intelligence as a national strategy, highlighting its potential to foster new productive forces and the current phase of both technological breakthroughs and market bubbles in the robotics industry [8]. - The global industrial robot installation volume exceeds 600,000 units annually, with China accounting for 53%, showcasing significant domestic production capabilities [8]. Market Dynamics - The number of robot companies has surged from over 300,000 five years ago to nearly 1 million, raising concerns about market saturation and investment bubbles due to blind investments and excessive government involvement [8]. - The industry is characterized by a lack of closed-loop scenarios, misjudged technical thresholds, and overvalued expectations, leading to intensified competition [8]. Key Trends and Opportunities - Three core development paths for embodied intelligence were identified: "brain-first" approaches led by companies like Tesla, "body-first" strategies from traditional robotics firms, and "vertical intelligence" models from new entrants [9]. - The demand for labor, small-batch production, and the ongoing convergence of AI with physical interactions are seen as solid foundations for long-term industry value [8]. Challenges and Solutions - The industry faces challenges such as the need for clear application scenarios, process boundaries, and targeted hardware development to enhance efficiency [10]. - Experts emphasized the importance of balancing national strategic needs with market logic, advocating for a focus on vertical scenarios and the development of scarce core technologies for sustainable growth [10]. Future Outlook - The humanoid robot market is expected to grow significantly, with industrial applications being a primary focus, while long-term potential lies in household and elderly care scenarios [12]. - The integration of AI and robotics is viewed as a core trend in industrial intelligence, with companies like Estun leading the way in creating a fully autonomous ecosystem [15][17]. Conclusion - The robotics industry is at a pivotal moment, with significant opportunities for growth and innovation, driven by advancements in technology and a strong push for domestic production capabilities [1][3][5].

Core Viewpoint - The establishment of the Beijing Robotics Industry Association aims to accelerate innovation and collaboration within the robotics industry, aligning with the "Beijing Robotics Industry Innovation Development Action Plan (2023-2025)" [1][5]. Group 1: Association Establishment - The Beijing Robotics Industry Association will serve as a bridge between the government and member units, focusing on policy research, industry data analysis, and providing decision-making support for enterprises [5]. - The association will promote industry exchanges, market expansion, and the development of standards and patent pools within the robotics sector [5]. Group 2: Policy Insights - The conference will feature a policy interpretation session, detailing city-level and regional policies that support the robotics industry, including technology innovation, funding support, and talent cultivation [6]. - Various district representatives will explain their specific policies aimed at fostering innovation in the robotics sector, helping enterprises seize development opportunities [6]. Group 3: Expert Insights - Industry experts will share insights on current trends, key innovations, and practical applications in the robotics field, providing guidance for industry development [7]. - The expert reports will focus on the evolution of embodied intelligence and the challenges faced, offering strategies for overcoming technological barriers [7]. Group 4: Event Details - The establishment ceremony of the Beijing Robotics Industry Association is scheduled for December 26, 2025, at the Kexing Laifucheng Banquet Hall in Changping District, Beijing [9][10]. - The agenda includes speeches from government leaders, the unveiling ceremony, and expert reports on various topics related to the robotics industry [8][10].

| Zelil | 中关村机器人产业创新中心 ENOVOGULACIN ROBOTICS INDUSTRY INNUMATION CENTER | ● 机器人大讲堂 | | --- | --- | --- | | | | (2.0) | | 前 | | 联 | 月球，这颗距离地球最近的天体邻居，不仅承载着人类对宇宙的无限遐想，更藏着解读宇宙起源的科学密码， 其丰富的自然资源和独特的空间环境，使其成为深空探测的关键跳板。在月球众多神秘特征中，由地下空洞坍 塌形成的坑洞和洞穴，被认为是未来人类长期驻月的理想选址 ——它们能天然抵御宇宙辐射、微陨石撞击和 极端温差的侵袭，为人类提供安全的"天然避难所"。然而，这些坑洞多呈漏斗状，内壁陡峭、地形复杂，如 何安全进入并开展探测，一直是困扰航天界的技术难题。 此前，各国航天机构提出过多种探测方案，但这些方案普遍依赖复杂的重型设备，不仅增加了任务成本，更存 在部署风险高、适应性差等问题。在崎岖的坑洞环境中，绳降设备的固定和回收都可能引发坍塌，而传统探测 车的刚性车轮则难以应对陡峭坡度和障碍。 传统探测车的机动性瓶颈，核心在于车轮设计。 刚性可变形轮的裸露关节易受机械冲击和环 ...