2月10日， 原力灵机首场技术开放日重磅发布全球首个具身原生大模型 DM0、具身原生开发框架 Dexbotic 2.0、以及具身原生应用量产工作流 DFOL。 "2026 年不是具身智能的元年，而是具身原生的元年。" 原力灵机CEO唐文斌在现场表示："过去大家在争论用哪个大模型来改，我们直接跳出这个问题——为什 么要改？为什么不从第一行代码就为机器人而写？" 全球首个具身原生大模型 DM0，2.4B 参数量登顶全球真机评测 01. "具身智能和大模型最大的不一样，就是要真真切切和物理世界打交道。大模型说错话顶多是幻觉，但具身模型要是做错动作，可能会摔碎碗、造成意外，责任和 后果都要严重得多。"原力灵机合伙人周而进表示， 具身模型的设计从一开始就必须考虑因果责任，而具身原生正是DM0模型的最重要的研发准则。 具身原生模型 DM0 论文下载地址： https://dexmal.com/DM0_Tech_Report.pdf 行业内对具身数据采集有很多分歧，有人偏爱仿真，有人执着真机，但原力灵机认为，关键不在于采集方式，而在于环境本身，环境的复杂程度、规则清晰度，直 接决定了数据采集的方案和质量。"就像下围棋，规则 ...

EduLite A3正试图用一组务实的参数，实现 成本与性能之间的平衡。 EduLite A3机械臂采用RobStride00电机（14Nm）与EduLite05电机（6Nm）的组合设计：前三关节配置高 扭矩电机确保负载强度，后三关节使用紧凑电机实现灵活运动。该设计使其在保持0.5kg额定负载、1kg峰值 负载能力的同时，实现了成本优化。 软件集成方面，EduLite A3机械臂直接内置了7段S曲线轨迹规划，实现更平滑、少冲击的运动，让机械臂动 起来又稳又准。同时，基于Pinocchio动力学模型的重力补偿算法，支撑起了"拖动示教"功能，支持开发者手 动完成动作记录与复现。 机器人研发门槛再次降低。 2月10日，灵足时代推出开年王炸，正式上线入门级EduLite A3开源机械臂。该产品价位定在千元级别，支 持整臂整机与动力套件两种售卖模式，将于春节后正式开售。 可以说，这是继EduLite 05 关节模组后，灵足时代在"低门槛、高性能"机器人硬件领域的进一步布局。 01. 软硬一体：硬件配齐，算法到位，上手就能跑 在机器人研发领域，6自由度机械臂一直属于高消费品。传统商用教学臂动辄数万元，而低价位产品往往在 ...

深夜，灯火通明的仓库里，拣货员仍在重复着行走、弯腰、抓取的动作。这一幕，在全球超过70%的仓库中 每日上演。即便在已部署AGV/AMR的现代化仓库中，占据运营成本50%以上的拣选、理货、打包等环节， 因动作复杂、柔性要求高，长期被视为自动化的最后禁区。 不少行业人士认为，这一最后禁区正是仓储自动化进程中的关键断点，也是行业从局部智能迈向全域智能必 须攻克的核心堡垒。 近日，全球 智能机器人引领者 极智嘉（Geek+）最新发布的通用仓储机器人Gino 1， 或许正是瞄准这一堡垒的精准破局之作。 01. 一次产品形态的战略升维 机器人大讲堂发现，Gino 1并非极智嘉在操作自动化上的首次尝试。 2025年10月，其专用于拣选场景的无 人拣选工作站已通过国际巨头验收，完成了单点突破。而Gino 1的发布，标志着极智嘉通用仓储机器人战略 进入了第二阶段——场景通用。它不再局限于单一的拣选任务，而是将能力边界拓展至搬箱、打包、巡检、 异常处置等全流程柔性操作场景，真正向一台机器人覆盖仓内主流人工操作的目标迈进。 这背后是产品逻辑的根本性转变：从解决特定环节的专用工具，进化为适应多元任务的通用生产力。 这种演 进路径极具 ...

当人形机器人从实验室走向量产线，当具身智能从技术概念融入千行百业，2026年的机器人产业正站在 从"单点突破"到"生态爆发"的关键节点。在这个充满机遇与挑战的时刻，众多参与者在不同领域积极探索， 推动着行业的前行。 在技术前沿，一批先锋钻研具身智能，突破边界，力求赋予机器人更强感知、决策和执行能力，重塑人机协 同范式。应用层面，深耕者挖掘场景需求，将机器人技术与业务结合，为产业落地添薪加火。全球舞台上， 中国机器人产业也在奋进，期待代表中国的先锋在具身智能竞赛中抢占先机，展现创新实力。 值此行业发展的关键时期， 第三届LeadeRobot具身智能与人形机器人行业评选于2026年2月3日正式开启！ 这不仅是一场荣誉的角逐，更是对行业先锋的致敬与褒奖。我们热切期待，在这方舞台上找寻到中国具身智 能与人形机器人产业的领军者，见证他们引领行业迈向新高度。 聚焦行业痛点，驱动产业升级 01. 2026年，人形机器人量产进程全面提速，具身智能技术与各行业的融合深度持续加码。这一年，不再是单纯 的技术比拼，而是 场景落地能力、产业链协同能力、生态构建能力 的综合较量。据权威分析机构IDC预 测，2026年中国具身智能机器人 ...

2026年初，人形机器人行业传来一则突发消息：总部位于美国的Cartwheel Robotics正式宣布停止运营。这 家致力于开发"可爱"人形机器人的初创公司，在经历了四年的技术研发与市场探索后，最终因资金链断裂而 不得不结束旅程。 创始人兼首席执行官Scott LaValley在LinkedIn上发布了这一消息，并附上了一段象征性的告别视频——公 司研发原型"Speedy"在旧金山摩尔码头上行走，背景是标志性的金门大桥。这段视频不仅是对团队过去工作 的总结，也为其一系列曾引发关注的技术演示画上了句号。 以"情感表达"为核心的差异化路线 01. Cartwheel Robotics成立于2022年，其核心产品Yogi机器人采用了独特的"幼儿比例"设计——大头、圆润五 官和短小肢体，旨在创造一种友好、亲切的机器人形象，与主流工业机器人形成鲜明对比。该公司专注于家 庭和娱乐场景，试图打造能够与人类进行情感互动的"伴侣型"机器人。 就在关停前几个月，Cartwheel Robotics还曾公开展示其核心技术成果——由专有"运动语言模型"（MLM） 驱动的机器人流畅动作。该模型的核心优势的是能够将人类的文本或语音指令 ...

Core Viewpoint - Tesla is undergoing a significant strategic transformation in 2026, shifting focus from traditional automotive production to becoming a $25 trillion AI company, with a strong emphasis on the mass production of the humanoid robot Optimus Gen 3 [1][14]. Group 1: Optimus Gen 3 Development - The Optimus Gen 3 robot is set to debut in Q1 2026, featuring significant advancements over previous models, including a new high-flexibility hand design and an upgraded AI brain capable of autonomous learning through observation of human actions [3][11]. - The production line is being restructured to accommodate the modular assembly of robots, with a target to achieve mass production by the end of 2026, aiming for an annual output of one million units [13][17]. - The cost of producing each Optimus Gen 3 unit is projected to be under $20,000, approximately 139,000 RMB, due to in-house developed actuators and a vertically integrated supply chain [13][14]. Group 2: Market Challenges and Strategic Shifts - Tesla's Model S and Model X, once flagship models, now contribute only 3% to total deliveries, prompting a strategic pivot towards the Optimus robot as a new growth driver [14][17]. - In 2025, Tesla faced significant performance pressures, with a 3.1% decline in Q4 revenue and an 8.6% drop in annual deliveries, necessitating the search for new growth avenues [17][19]. - The company is investing $2 billion in xAI to enhance its AI capabilities, focusing on the core algorithms for autonomous driving and humanoid robots, indicating a deep commitment to AI as a strategic priority [23]. Group 3: Competitive Landscape - Tesla identifies China as its main competitor in the humanoid robot sector, with projections indicating that Chinese humanoid robot sales could reach 28,000 units in 2026, a 133% increase year-over-year [20][21]. - The company plans to invest over $20 billion in 2026, focusing on AI infrastructure, battery supply chains, and AI chip development, positioning itself to leverage its technological advantages in the AI domain [23].

Core Viewpoint - Recently, Shanghai Daxiao Infinite Robotics Co., Ltd., a subsidiary of SenseTime focusing on embodied intelligence, announced the completion of its angel round financing, led by Ant Group with participation from several well-known institutions [1] Group 1: Company Overview - Daxiao Robotics was established in July 2025, led by Wang Xiaogang, co-founder and executive director of SenseTime, and comprises AI frontier scientists from prestigious universities such as Nanyang Technological University and the University of Hong Kong [2] - The company focuses on the "human-centered" ACE (Ambient-Centric Embodiment) technology paradigm, which differs from the common visual-language-action (VLA) model by constructing a full-link technical system that enables robots to understand and adapt to the physical world and human behavior logic [4] Group 2: Technology and Innovation - The ACE paradigm combines first-person and third-person perspectives to collect human behavior data in real-life scenarios, synthesizing and augmenting this data through a world model to create a "super brain" capable of understanding human intentions and adapting to dynamic environments [6] - The funds raised will primarily be used to accelerate the iteration of the ACE technology paradigm, improve the environmental data collection system, and develop the next-generation "Kairos 3.0" world model [7] Group 3: Product Development and Market Expansion - Daxiao Robotics aims to scale its core product, the embodied super brain module A1, which is designed to adapt flexibly to different robot forms, enabling robots to understand commands, navigate, and perform tasks autonomously [7] - The A1 module has been integrated with SenseTime's "Ark" visual platform, extending hundreds of AI application functions, and initial validations have been completed in various scenarios such as inspection and cultural tourism, forming a scalable commercial loop [7] - The company is also investing in hardware solutions and collaborating with leading embodied intelligence companies to optimize robot design for better alignment with actual scenario needs [9]

Core Viewpoint - The Chinese robotics industry is poised for unprecedented growth by 2026, driven by policy incentives, technological innovation, and capital investment, creating a trillion-dollar market opportunity [1]. Group 1: Industry Development and Events - The 2026 Annual Activity Plan of the Lide Robot Platform includes nine major events focusing on humanoid robots, embodied intelligence, medical care, and industrial manufacturing, aiming to create an integrated platform for collaboration among government, industry, academia, and investment [1]. - The 3rd Embodied Intelligence and Humanoid Robot Industry Conference will be held in Beijing in April 2026, featuring three exhibition areas and discussions on technological innovation and ecosystem collaboration [1]. - The 2026 Zhangjiang Embodied Intelligence Developer Conference in May will gather around 5,000 participants to explore topics from foundational technology to scene innovation, featuring multiple thematic forums and exhibition areas [2]. - The 9th China Robot Summit in June will focus on key technological breakthroughs and applications in emerging fields like renewable energy and high-end equipment, leveraging the Yangtze River Delta's manufacturing base [3]. - The Global Medical and Health Robot Industry Conference in July will address surgical, rehabilitation, and elderly care robots, utilizing the Guangdong-Hong Kong-Macao Greater Bay Area's integrated ecosystem [5]. - The 2026 Technology Changemakers Conference in August will connect scientists and entrepreneurs to tackle the challenges of bringing frontier technologies to market [6]. - The 3rd Zhongguancun Embodied Intelligence Robot Application Competition in November will focus on practical applications in various sectors, promoting technology transfer and collaboration [7]. - The 7th China Robot Industry Annual Conference in December will summarize the year's achievements and recognize outstanding contributions to the industry [8]. - The Hubei Humanoid Robot Industry Ecosystem Conference will be held in Wuhan, focusing on regional collaboration among key industry players [9]. - The Southwest Embodied Intelligence Ecosystem Conference will promote regional innovation and collaboration in the Chengdu-Chongqing economic circle [10]. Group 2: Online Engagement and Collaboration - The Lide Robot Platform will enhance online experiences in 2026 with a series of live broadcasts, allowing remote audiences to engage with exhibitions and discussions [16]. - The platform invites global partners from the robotics and AI sectors to collaborate in shaping the future of the industry [18].

2月5日，由北京脑科学与类脑研究所资深研究员、智冉医疗创始人方英领衔的科研团队在国际学术期刊 《Nature Electronics》发表了一项突破性成果，成功研制出一款 兼具高通量信号采集与生物力学顺应性的 可拉伸柔性电极。 可拉伸柔性电极植入大脑后的动态运动效果 一只猕猴大脑里，一根可拉伸的柔性电极正随着呼吸起伏微微摆动，另一端，电脑屏幕上的神经元信号稳定 闪烁，1024个通道同时工作——这是传统电极无法长期捕捉的动态景象。 高通量可拉伸柔性电极示意图 论文链接： http://www.nature.sh.sjuku.top/articles/s41928-025-01560-6 这项技术解决了侵入式脑机接口中传统柔性电极易移位、易脱出的世界难题。此前，马斯克的Neuralink公司 在2024年完成首例人体植入后，曾面临高达85%的电极丝从患者脑组织脱出的情况，其第二例患者植入后， 仍有约60%的电极无法工作。 动态大脑，静态电极：侵入式脑机接口的世界困境 01. Neuralink的困境暴露了侵入式脑机接口的技术瓶颈—— 传统柔性电极的线性结构设计无法实现有效的力学 拉伸形变。 人类大脑并非静止器官， ...

当春晚烧钱=注意力炒作主机厂入局=跟风凑热闹量产=骗局的论调在行业蔓延，我们似乎陷入了一种为了批 判而批判的偏见漩涡。 2026年的人形机器人赛道，真的如某些观察所言那般虚火旺盛？其实未必。 如果剥开片面解读的外壳，那 些被诟病的问题，恰恰是产业成长的必经之路；那些被否定的动作，背后藏着深层的战略逻辑，仅需以事实 为剑，就能逐一戳破这些流传甚广的行业误读。 01. 春晚1亿入场券是否有必要？ 把企业上春晚等同于烧钱买曝光，显然低估了这件事的核心价值。 央视的舞台从来不是单纯的商业广告位， 而是国家层面对技术可行性的隐性认可.能登上春晚的机器人，必然经过了稳定性、安全性的多重检验，或者 在某种环境/调试下，可以"撑得起台面"，这种官方背书的公信力，是再多营销费用也买不来的。 十年前优必选借春晚出圈，后续能成为行业龙头，靠的不是一次曝光，而是春晚带来的持续品牌信任度，让 其在B端市场拿下大量订单；宇树去年借春晚热度，后续在工业巡检场景实现小批量落地，这才是注意力经 济的本质： 曝光是敲门砖，技术落地才是落脚点。 02. 供应链红利下的顺势而为 在部分观点中，把汽车主机厂做机器人说成抄特斯拉作业凑热闹，本质上依然选 ...