温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 早期小编整理文章 【技术干货】"具身智能 "技术最全解析 ， 本篇文章重点解读现阶段大火的 视觉-语言-动作 (VLA)模型， 一种整合视觉（Vision）、语言（Language）和动作（Action）的多模态模型 。 2022年，Google和CMU相继推出"SayCan"、"Instruct2Act" 工作，Transformer模型既看图、又读指令、还能 生成生成动作轨迹成为可能；2023年，随着谷歌DeepMind推出RT-2模型，机器人可以端到端地从给定的语言指 令和视觉信号，直接生成特定的动作，具身智能领域也迎来了一个新名词： VLA（Vision-Language-Action Model，视觉-语言-动作模型）。 VLA模型的整体框架可以被视为VLM与端到端模型的结合体，也被看作是端到端大模型2.0 ...

Group 1 - The report titled "2025 Global Humanoid Robot Industry In-Depth Research Report" has been updated and includes new content, focusing on the global humanoid robot industry overview, major companies, technological bottlenecks, and core components [1][2] - The report highlights the increasing attention and investment in the humanoid robot sector, particularly in China, supported by government policies and funds, with major investment banks affirming the industry's promising future [8][9] - Major players in the humanoid robot market include Tesla and Nvidia, with both companies announcing significant advancements in humanoid robotics at the CES 2025 conference [8] Group 2 - The report indicates that many startups in the humanoid robot field may struggle with commercialization, as the market has shifted from primarily startup-driven to a landscape dominated by automotive manufacturers and major tech companies [9][10] - By 2025, leading humanoid robot companies are expected to achieve initial commercialization, with Tesla accelerating product iterations and some domestic companies already announcing deliveries [10][11] - The report discusses the "show-off" trend in humanoid robotics, where companies gain temporary popularity through impressive demonstrations, but face challenges in achieving practical applications and sustainable business models [11][12] Group 3 - The report emphasizes the importance of developing a "brain" for humanoid robots, with advancements in AI and large model technologies being critical for commercialization [14] - DeepSeek is identified as a potential disruptor in the humanoid robot and embodied intelligence sectors, offering open-source models that could challenge the dominance of major tech companies [14][15] - The funding landscape for humanoid robots remains active, with a shift towards startups that possess strong AI capabilities and are involved in humanoid robot development [15][16] Group 4 - The report outlines the emergence of dual-system architecture in embodied intelligence models, which separates the model into two components for improved functionality [16] - There is a growing interest in dexterous hands and multi-modal tactile sensing technologies, which are crucial for the performance of humanoid robots [18] - The report provides a comprehensive overview of global humanoid robot companies, including a detailed analysis of product launches and market strategies [22][23][25]

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 随着人工智能和大模型技术发展，具身智能赛道成为如今最火赛道之一；具身智能技术领域具体会涉及到大语 言模型（LLM）、视觉多模态模型（VLM）、强化学习（Reinforcement Learning）、深度强化学习（Deep Reinforcement Learning）、模仿学习（Imitation Learning）等诸多前沿技术。 而在AI+Robotics研究领域， UC Berkeley第一，其次是 斯坦福大学；之前小编有详细介绍具身智能/人形 机器人领域， UC Berkeley"归国四子 " ： 吴翼、高阳、许华哲和陈建宇； 四位发展路径均是"清华大 学— UC Berkeley — 清华交叉信息研究院担任助理教授 —具身智能领域创业 "；其中 高阳、吴翼和许 华哲都在UC Berkeley电子工程与计算 ...

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信： li_sir_2020）； 正文： 继今年4月22日刚获得新能源汽车巨头[比亚迪]重投后， 深圳机器人"八大金刚"之一、以前沿触觉感知为核心技术（卖点）的人 形机器人初创公司【 帕西尼感知科技 （深圳）有限公司】（以下简称"帕西尼感知"）于2025年6月13日再次完成新一轮A轮融资， 本轮融资由TCL 创投、毅达资本、尚颀资本、基石资本、商汤国香、中信 里昂、湖南财信产业基金、钧犀资本 在内的多家知名机构联合投资。 | 融资历程 6 | | | | | 에 올해 | © 企查查 | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 融资日期 | 融资轮次 | 融资金额 | 投资方 | 关联机构 | 来源 | | 1 | 2025-06-13 | A+轮 | | 安徽成唐数智创意股权投资基金合伙企业(有 ...

Core Viewpoint - The article discusses the recent angel round financing of the startup "BeingBeyond," led by Associate Professor Lu Zongqing from Peking University, focusing on the development of embodied intelligent large models for humanoid robots. The financing aims to enhance core technology research and accelerate model iteration and industrial validation, amidst a growing trend of significant funding in the embodied intelligence sector [1][5][14]. Financing and Company Overview - "BeingBeyond" completed an angel round financing of several tens of millions of yuan, led by Lenovo Star, with participation from other investors [1]. - The company was registered on January 21, 2025, and specializes in the research and application of general large models for humanoid robots [1][5]. - The financing amount is considered modest compared to the typical hundreds of millions raised in the sector [1][14]. Technology and Research Focus - The core technology of "BeingBeyond" is structured into three layers: embodied multimodal large language models, multimodal posture models, and motion models, aimed at enhancing humanoid robot capabilities [5][6]. - The company utilizes a training approach that combines vast amounts of first-person perspective videos from the internet with limited remote operation data to train intelligent agents effectively [6][8]. - The team has developed a general intelligent agent called Being-0, which integrates embodied large models with humanoid robot functions, enabling complex reasoning and autonomous task completion [7][8]. Competitive Landscape - The article notes that the global market for embodied intelligence has over 200 companies, categorized into those focusing on large models, humanoid robot bodies, or both [15]. - "BeingBeyond" is positioned as a developer of embodied intelligent large models, with potential future involvement in hardware development [15][16]. - The article highlights the importance of software advancements in driving the functionality and application of humanoid robots, contrasting it with the relatively limited improvement potential of hardware [16]. Future Prospects - The company is currently collaborating with leading robot manufacturers to validate its technology in real-world scenarios [9]. - The article anticipates further developments in funding and product advancements for "BeingBeyond," given the competitive nature of the embodied intelligence sector [14][16].

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 腾讯、京东先后领投、并被传要IPO后，「智元机器人」在投资层面又现重大布局！ 6月11日，[智元机器人]与[ 高瓴资本]联合 成立了上海瓴智新创企业管理合伙企业（有限合伙）， 该企业出资额 1000万元 ，双方各出资500万元， 经营范围为企业管理、企业管理咨询；值的注意的是，高瓴资本是智元机器 人团队以外第一大外部股东。 小编视角： 估值超150亿元，"华为系"高管团队操盘，" 高举高打 "发展模式并沿袭 华为生态打发— "合资、投 资、合作"， 用经营大公司的方式创业， [智元机器人]已实现机器人上、中、下游产业链全方位布局，成为人形 机器人赛道的一艘"巨舰"；而随着与顶级资本高瓴设立合资公司，并依托 融资积累起的殷实"家底"， 相信后续智 元将进一步加速其投资步伐。 据企查查显示，[智元机器人]目前已投资6家机 ...

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 随着[特斯拉]旗下人形机器人Optimus于 2022年10月初举办的特斯拉第二届 AI Day上亮相，正式开启全球人形 机器人浪潮。 2023年上半年，高校教授凭借科研成果自研 率先入局，"学院派"人形机器人创企接连成立（智元机器人、银河通 用、逐际动力等），占据 人形机器人赛道首波创企半壁江山；后续随着政策及政府基金扶持、资本助推，2024 年人形机器人领域创企已超百家。 从万众期待到质疑声四起，具身智能的风已经吹了近两年，从最初学院派创企占据半壁江山，到目前的创企团百 花齐放，传统机器人公司、汽车主机厂为代表的产业派和互联网、电子商务、消费电子等为代表科技大厂也加入 战局，并成为目前赛道主流， 2025年全球人形机器人赛道已迎来全新格局。 详细解读，查看往期文章 ： 【原创】车企、产业链公司、智驾领域从业者，疯 ...

Core Viewpoint - The article discusses the rise and subsequent challenges faced by Yushu Technology, a leading humanoid robotics company in China, highlighting the impact of public perception and market dynamics on its growth and reputation [1][12][19]. Summary by Sections Company Overview - Yushu Technology gained significant attention after its humanoid robots performed at the Spring Festival Gala, leading to a surge in popularity and market interest [9][10]. - The company was initially celebrated as a potential leader in the humanoid robotics sector, likened to DJI in the drone industry [1]. Public Perception and Criticism - CEO Wang Xingxing's ambitious statements about the capabilities of humanoid robots sparked widespread ridicule, leading to a trust crisis for the company [2][12]. - Following a poorly received performance in a humanoid robot half-marathon, Yushu Technology faced backlash, with many questioning the practicality of its robots [12][15]. Market Dynamics - The company has seen fluctuations in its stock and market interest, with a notable rise in valuation and attention from investors following its initial success [10][22]. - Despite the initial hype, the company is now experiencing a "flow backlash," as the reality of its robots' capabilities does not meet public expectations set by promotional videos [12][19]. Financial Performance - Yushu Technology has maintained profitability, with projected revenues of approximately 2 billion yuan in 2023 and 4 billion yuan in 2024, alongside net profits ranging from 10 million to 70 million yuan [19][20]. - The company has secured numerous project bids, indicating a strong market presence despite recent challenges [20]. Competitive Landscape - Other humanoid robotics companies, such as Songyan Power, have emerged as competitors, capitalizing on Yushu Technology's missteps to gain market share and investor interest [15][17]. - The article highlights a trend where companies focusing on performance and spectacle are gaining traction, but questions the sustainability of such a strategy in the long term [12][19]. Future Outlook - The industry is at a crossroads, with companies needing to balance technological advancements with practical applications to ensure long-term viability [21][22]. - The article suggests that while the humanoid robotics sector has significant potential, the path to commercialization remains fraught with challenges, particularly in achieving meaningful technological breakthroughs [22][23].

而伴随着些信息刷屏科技圈的同时， 图灵奖得主、Meta首席AI科学家Yann LeCun（ 杨立昆 ）被边缘化、离职 的消息也不胫而走。 温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 千万年薪招揽行业大牛，组建 超级智能实验室、重金投资 [ Scale AI]，Meta最近在大模型层面动作颇多！ 近日，消息称Meta将以148亿美元收购 AI数据标注创企 [Scale AI]49% 的股权，而作为交易一部分，[Scale AI] CEO Alexandr Wang 将在Meta内部担任高级职位，领导最新组建的超级智能实验室。 随着Alexandr Wang于6月13日X平台发布公开信，表示我将离开 Scale，加入 Meta，参与其AI工作；做实往期 一切媒体报道。 随着生成式人工智能时代的来临，由 LeCun成立并领导的 FAIR （ 人工智能研究实验室 ）就 ...

Core Viewpoint - The article discusses the rise and subsequent challenges faced by Yushu Technology, a leading humanoid robotics company in China, highlighting the impact of public perception and market dynamics on its growth and credibility [1][12][15]. Group 1: Company Overview - Yushu Technology gained significant attention after its humanoid robots performed at the Spring Festival Gala, leading to a surge in popularity and market interest [8]. - The company has undergone a name change to Hangzhou Yushu Technology Co., Ltd. and is preparing for an IPO, which has generated considerable buzz in the stock market [8][12]. Group 2: Technology and Market Position - The founder, Wang Xingxing, emphasized that the ultimate goal is to create humanoid robots capable of performing practical tasks in both domestic and industrial settings, although current technology limits their immediate application [3][6]. - Yushu Technology's robots are designed to showcase advanced movement capabilities, such as dancing and martial arts, to demonstrate the current state of robotics technology [3][6]. Group 3: Market Dynamics and Competition - The success of Yushu Technology has sparked a trend among other humanoid robotics companies to showcase their robots' capabilities, leading to a competitive "show-off" culture in the industry [9][11]. - Competitors like Zhongqing Robotics have also gained attention by demonstrating their robots' athletic abilities, securing significant investments and orders [9][15]. Group 4: Challenges and Criticism - Despite initial success, Yushu Technology has faced a trust crisis due to underwhelming performances in practical applications, leading to public skepticism about the capabilities of its robots [12][13]. - The company has been criticized for focusing on flashy demonstrations rather than practical applications, raising concerns about the sustainability of its business model [19][20]. Group 5: Financial Performance - Yushu Technology has maintained profitability since 2020, with projected revenues of approximately 200 million yuan in 2023 and 400 million yuan in 2024, alongside net profits ranging from 10 million to 70 million yuan [20][22]. - The company has secured numerous project contracts in the first five months of the year, indicating strong market demand despite recent challenges [21].