蚂蚁灵波科技作为蚂蚁集团旗下的具身智能公司，专注具身智能基座的研发，本次发布的LingBot- Depth攻克了具身智能在真实复杂环境中面临的视觉感知难题。针对玻璃、镜面、金属等透明或高反光 物体导致的深度信息缺失，该模型基于奥比中光的Gemini330系列双目3D相机提供的芯片级原始数据， 智能补全深度信息，显著提升机器人在复杂光学场景下的感知鲁棒性与作业成功率。 记者从奥比中光(688322)获悉，1月27日，蚂蚁集团旗下蚂蚁灵波科技发布其首个开源的空间感知模型 LingBot-Depth，并宣布与奥比中光达成战略合作意向。奥比中光在LingBot-Depth模型的研发与测试阶 段提供了关键硬件支持，LingBot-Depth模型已通过奥比中光深度视觉实验室认证。据悉，未来双方将 持续展开技术协同，共同推动空间智能从算法创新走向真实场景落地。 蚂蚁灵波科技CEO朱兴表示，LingBot-Depth验证了"高质量芯片级深度数据+面向真实场景的算法建 模"对提升复杂环境可用性的价值。在不改变既有传感器形态的前提下，通过软硬协同与工程化评测闭 环，有望让更多机器人在透明/反光等高难场景中获得更稳定的深度输入。 ...

1月27日，蚂蚁集团旗下具身智能公司灵波科技正式开源高精度空间感知模型 LingBot-Depth。该模型基 于奥比中光 Gemini330 系列双目3D相机提供的芯片级原始数据研发，专注于环境深度感知与三维空间 理解能力的提升，致力于为机器人、自动驾驶等智能终端提供更精准可靠的三维视觉解决方案。 责任编辑：栎树 此次合作标志着双方在"让机器看清三维世界"这一关键技术上取得突破，也是灵波科技在2025外滩大会 亮相半年后，首次在具身智能技术基座领域公布重要进展。 股票频道更多独家策划、专家专栏，免费查阅>> 消息公布后，奥比中光股价逆势走强，盘中涨幅超6%，市场关注度显著提升。 ...

Core Insights - Ant Group's Lingbo Technology has made significant advancements in spatial intelligence by open-sourcing the high-precision spatial perception model LingBot-Depth, which enhances depth perception and 3D spatial understanding for robots and autonomous vehicles [1] Group 1: Model Performance - LingBot-Depth demonstrates a generational advantage in authoritative benchmark evaluations, reducing relative error (REL) by over 70% compared to mainstream models like PromptDA and PriorDA in indoor scenes, and achieving a 47% reduction in RMSE error in challenging sparse SfM tasks [1] - The model excels in handling transparent and reflective objects, which are common in household and industrial environments, overcoming limitations faced by traditional depth cameras [1][2] Group 2: Technology and Innovation - The "Masked Depth Modeling" (MDM) technology developed by Lingbo Technology allows the model to infer and complete missing depth data by integrating texture, contours, and contextual information from RGB images, resulting in clearer and more complete 3D depth maps [2] - LingBot-Depth has been certified by the Oubo Zhongguang Depth Vision Laboratory, achieving industry-leading levels in accuracy, stability, and adaptability to complex scenes [2] Group 3: Data and Collaboration - The model's superiority is attributed to a vast dataset, with approximately 10 million raw samples and 2 million high-value depth pair data used for training, which will soon be open-sourced to accelerate community efforts in tackling complex spatial perception challenges [3] - Ant Group's Lingbo Technology has reached a strategic cooperation intention with Oubo Zhongguang to launch a new generation of depth cameras based on LingBot-Depth's capabilities [3]

格隆汇1月27日｜据深圳特区报，广东省人大代表、深圳奥比中光科技有限公司董事长黄源浩带来行业 前沿的信息：随着入局企业增多、资本热度高涨，机器人产业在蓬勃发展同时，已显现出令人担忧 的"内卷式"竞争苗头。他认为，作为中国制造业第一大省和人工智能创新高地，广东应率先破解内卷式 竞争，引导企业将竞争焦点从低层次的"内耗"转向高水平的"创新"与"价值创造"。黄源浩担忧的是，这 个新赛道刚刚起步，就开始内卷。一是价格内卷，部分企业为抢占市场份额，不惜以低于成本价进行倾 销，引发恶性价格战，产品同质化、低水平重复，阻碍产业向高端化迈进。二是链条内卷，在核心零部 件、特定技术路径等有限领域盲目跟风、重复建设，导致资源错配、产能结构性过剩。三是行为内卷， 突出表现为知识产权领域的恶意竞争，如滥用专利诉讼干扰对手经营、"挖角"竞争对手核心研发团队、 侵犯商业秘密等，破坏行业创新生态和人才稳定性。 ...

Core Insights - Ant Group's subsidiary Lingbo Technology has announced the open-source release of a high-precision spatial perception model called LingBot-Depth [1][2] - The model is based on raw chip-level data from the Orbbec Gemini 330 series dual-camera 3D system, focusing on enhancing environmental depth perception and three-dimensional spatial understanding [1][2] - The aim is to provide more accurate and reliable 3D vision for intelligent terminals such as robots and autonomous vehicles, addressing a critical industry challenge in "seeing" the three-dimensional world [1][2] - This announcement marks the first significant achievement in embodied intelligence technology by Lingbo Technology since its debut at the 2025 Bund Conference six months ago [1][2]

Group 1 - The core viewpoint of the news is that Aobo Zhiguang experienced a significant drop in stock price and high trading volume, indicating market volatility and investor interest [1] - On January 26, Aobo Zhiguang's stock fell by 5.91%, with a trading volume of 1.053 billion yuan, and a net financing purchase of 22,022 yuan [1] - As of January 26, the total margin balance for Aobo Zhiguang was 922 million yuan, with a financing balance of 918 million yuan, representing 2.93% of the circulating market value, which is at a high level compared to the past year [1] Group 2 - As of September 30, Aobo Zhiguang had 29,200 shareholders, an increase of 45.86% from the previous period, while the average circulating shares per person decreased by 22.41% [2] - For the period from January to September 2025, Aobo Zhiguang achieved operating revenue of 714 million yuan, a year-on-year increase of 103.50%, and a net profit attributable to shareholders of 108 million yuan, a year-on-year increase of 279.12% [2] - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest shareholder with 6.9424 million shares, while several ETFs and mutual funds were also noted as significant shareholders [2]

中证报中证网讯（记者 齐金钊）1月26日，广东省十四届人大五次会议在广州开幕。广东省人大代表、 奥比中光董事长黄源浩在接受中国证券报记者采访时表示，作为科技领域的代表，他体会到依靠人工智 能与机器人前沿技术发展新质生产力的紧迫性，也感受到广东独特生态与机器人产业"双向奔赴"式的机 会点。结合一线观察，黄源浩直指当前机器人行业"内卷式"竞争的痛点，为广东抢占人工智能下半场 ——"具身智能"主场优势提出了包括发挥"链主"企业作用、建设共性技术平台等务实可落地的建议。 广东在具身智能领域拥有得天独厚优势 "过去几年，作为公司的'头号销售'，我拜访了世界上不同行业尤其是机器人行业的领先企业，一个深 刻的感受是：人工智能与机器人时代正全面到来，而机器人正是人工智能发展的'下半场'。"黄源浩分 析道，"人工智能的上半场是'大脑的AI'，主要优化和替代电脑前的智力劳动；下半场则是'具身智能'， 是物理世界与数字智能的深度融合。我们要为这个'大脑'装上'躯体'，让智能走出屏幕，深入工厂、家 庭和社会的每一个角落，这将是颠覆性的生产力变革。" 黄源浩判断，在具身智能领域，中国拥有完整的产业基础与市场机会，而广东的优势得天独厚。 ...

广货爆款开箱 开箱！解码广货。每期一爆款，开箱见真章。 从一部智能手机到一辆新能源车，"广货"早已是国民生活中的"硬核存在"。它到底有多能打？爆款背后 藏着怎样的创新密码？南都大数据研究院"广货爆款开箱"专栏上线！用数据带您透视广货从核心零件到 全球布局的真实战力，解码它如何风靡世界。 第三期，开箱生产线上的"钢铁手臂"，物流仓库里的"灵活身姿"，以及迈向通用场景的"人形先锋"—— 广东造机器人。 机器人=全国双第一产量+最活跃的产业生态 ******************* 2025年前10个月广东工业机器人 HOLES 和服务机器人产量均位居全国第 全球约３８0/0的人形机器人供应 亚机器人和八成服务机器人 链企业在中国, 而中国约579/0的 供应链企业在粤港澳大湾区 talles: 广东已聚集超１６万家机器人 相关企业, 数量全国第一 INQUANCE 或者 : 0 Kallik 公擊机器/ 广东企业优必选拥 有近2800 项授 TRACE 权专利,人形机器人 在国内服务机器人3D视觉传感器市 有效专利数量全球 场,广东头部企业市占率超 700/ ■!! 0 0 航空制造等高端场景 and and ...

Group 1 - The core focus is on the domestic AI industry chain, particularly the performance of the Huabao AI ETF (589520), which has shown a price increase of 0.29% and has been trading at a premium, indicating strong buying interest [1][7] - NVIDIA's CEO Jensen Huang emphasized the need for massive infrastructure investment in AI, estimating that over $1 trillion will be invested in AI-native startups by 2025, highlighting AI applications as a critical layer in the AI ecosystem [2][9] - The Ministry of Industry and Information Technology of China projected that by 2025, the number of AI companies in China will exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan, and intelligent computing power reaching 1590 EFLOPS [3][10] Group 2 - The Huabao AI ETF's index covers four major segments: application software, terminal applications, terminal chips, and cloud chips, reflecting a shift from reliance on foreign technology to self-sufficiency in the AI industry [5][11] - The ETF's top holdings include leading domestic companies in GPUs, ASICs, and AI applications, with nearly 70% of the top ten holdings concentrated in these sectors, indicating a strong offensive strategy [12][13] - The current dynamics in the AI industry are marked by significant developments, including the launch of new policies promoting "AI + manufacturing," which is expected to drive a new wave of AI application growth [3][10]

Group 1 - The core viewpoint of the news is that Aobo Zhiguang's stock price increased by 5.2% to 106.78 yuan per share, with a total market capitalization of 42.834 billion yuan as of January 22 [1] - Aobo Zhiguang Technology Group Co., Ltd. is located in Shenzhen, Guangdong, and was established on January 18, 2013, with its IPO on July 7, 2022 [1] - The company's main business involves the design, research and development, production, and sales of 3D visual perception products, with revenue composition as follows: 61.83% from consumer-grade application devices, 31.35% from 3D visual sensors, 4.21% from other sources, and 2.60% from industrial-grade application devices [1] Group 2 - According to data from the top ten heavy stocks of funds, Changcheng Fund has a fund that heavily invests in Aobo Zhiguang, specifically the Changcheng Jiuxin Mixed A (000649), which increased its holdings by 5,288 shares in the third quarter [2] - The fund holds 125,400 shares of Aobo Zhiguang, accounting for 3.96% of the fund's net value, making it the fourth-largest heavy stock [2] - The fund has achieved a floating profit of approximately 661,900 yuan today [2] Group 3 - The fund manager of Changcheng Jiuxin Mixed A (000649) is Yu Huan, who has been in the position for 5 years and 46 days [3] - The total asset size of the fund is 644 million yuan, with the best fund return during Yu Huan's tenure being 70.41% and the worst being -34.5% [3]