齐鲁晚报.齐鲁壹点孔茜张清直 珞石七轴机器人轻转"腕臂"，狼毫落纸便勾勒出遒劲笔墨；舞蹈机器人旋跃腾挪，精准复刻的舞步与演员身影在聚光灯下交相辉映……2月10日的济宁大 剧院彩排现场，机械运转的韵律与新春的暖意交织，让千年古城的年味与前沿科技完成了一场奇妙共振。 这场即将于2月14日登场的2026山东省机器人春节晚会，为何偏偏扎根济宁？这座既沉淀着儒家文脉千年底蕴，又曾以煤炭为经济命脉的城市，缘何能成 为"人机共舞"的绝佳舞台？当机器人接过新春主角的话筒，这场科技盛宴的背后，正是济宁从"煤城"到"智城"的转型密码。 智舞新春：盛会落子的产业伏笔 当机器人既能玩转代码、执掌精密制造，又能登台献艺、载歌载舞，会是怎样的奇妙图景？ 2月10日，济宁大剧院的彩排现场给出了答案。一场场科技与温度交织的节目轮番上演，仿佛一台穿梭未来的时光机，让科幻片中的奇景在现实里鲜活绽 放。 "这款机器人会在本次春晚中多次亮相。"珞石(山东)机器人集团股份有限公司研发测试部经理唐燕生介绍，作为公司自主研发的协作机原系列SR5，其流 畅柔美的曲线设计宛如一件精致艺术品，彻底打破了大众对工业机器人"硬朗笨重"的固有认知。无外置管线一体化白 ...

Group 1 - The core point of the article is that Junpu Intelligent has issued the first phase of its 2026 technology innovation bonds in the interbank market, marking a significant milestone in the "AI + humanoid robot" research and development sector [1] - This bond issuance is the first of its kind in the national market for the "AI + humanoid robot" R&D field and also the first technology innovation bond issued by a listed company in Zhejiang province this year [1] - The total issuance scale of Junpu Intelligent's technology innovation bond is 200 million yuan, with a maturity of 2 years, an AAA rating, and a coupon rate of 2.49% [1] Group 2 - The funds raised from the bond issuance will be fully allocated to the core technology R&D of AI + humanoid robots, upgrading intelligent manufacturing equipment, and repaying the company's maturing debts, which will help reduce the overall cost of capital for the company [1]

Core Viewpoint - Lenovo Group announced its Q3 performance for FY2025/26 and highlighted advancements in personal intelligence and robotics [2][4] Group 1: Company Developments - Lenovo's CEO Yang Yuanqing stated that the Qira personal intelligence system will integrate across various personal devices, creating a knowledge base from device data to enhance user intelligence [2][4] - The company has made significant progress in robotics, particularly in electrical inspections and industrial applications [2][4] - Lenovo has also achieved notable advancements in automotive computing [2][4]

Group 1 - The capital market is experiencing a systematic increase in risk appetite for the humanoid robot industry chain, with significant trading activity and strong performance from core stocks [1] - Tesla has announced the upcoming launch of its third-generation Optimus humanoid robot, with an ambitious production target of one million units per year, marking a significant shift towards commercial application in the industry [1] - NVIDIA's GTC conference introduced the humanoid robot foundational model GR00T, establishing a comprehensive development toolchain from chips to simulation platforms [1] Group 2 - In 2026, several leading humanoid robot companies, including Yushu Technology, will appear together on the CCTV Spring Festival Gala, which is expected to enhance public awareness and accelerate the commercialization of humanoid robots [2] - Among over 210 humanoid robot concept stocks that have disclosed their 2025 annual performance forecasts, 140 stocks are expected to see positive growth, significantly higher than the overall pre-forecast rate in the A-share market [2] - The performance growth is attributed to real operational cash flow improvements and increased capacity utilization, with some core component manufacturers reporting order visibility extending into the second quarter of 2026 [2] Group 3 - The humanoid robot sector is witnessing a rise in component prices, indicating investment opportunities across the industry chain, despite current valuations being historically high [5] - The expected compound net profit growth rate for the sector from 2025 to 2027 is projected to exceed 40%, with the PEG ratio moving towards a reasonable range [5] - The upcoming mass production of Gen 3 humanoid robots and major public events like the Spring Festival Gala are expected to strengthen the consensus on the sector's "hard technology + real growth" attributes [5] Group 4 - The Tianhong CSI Robot ETF Linked Fund offers a comprehensive layout of the industry chain, capturing core momentum in industrial upgrades, with a tracking error of 0.45% for Class A and 0.70% for Class C [6] - The fund tracks the CSI Robot Index, which covers the entire robot industry chain, providing a unique investment opportunity in the context of the embodied intelligence era [6] - The index's top three weight sectors include industrial control equipment (21.3%), robots (14.1%), and horizontal general software (11.1%), with a favorable risk-reward profile for investors seeking exposure to advanced manufacturing [11]

中证指数有限公司将于2026年2月27日正式发布中证港股通机器人主题指数和中证美股30指数，为市场 提供更丰富的投资标的。中证港股通机器人主题指数从港股通范围内选取30只业务涉及机器人本体制 造、为机器人智能化提供感知、规划决策和运动控制与执行功能所需的软件和硬件产品，以及为机器人 智能决策与控制提供算力基础资源等领域的上市公司证券作为指数样本，以反映港股通范围内机器人主 题相关上市公司的整体表现。中证美股30指数由在纽约证券交易所和纳斯达克交易所上市的市值规模较 大、流动性较好的30只证券组成，以反映美股大市值证券的整体表现。 ...

Core Viewpoint - The company, Ningbo Kabeiyi Electric Technology Co., Ltd. (stock code: 300863), is actively expanding its business, securing project financing, and exploring new fields. Group 1: Recent Developments - The company secured its first overseas designated project in March 2025, supplying automotive cable products to international clients, with an expected total sales of approximately 1 billion yuan from 2025 to 2027 [2] - In April 2025, the board approved the issuance of convertible bonds not exceeding 600 million yuan for the construction of projects including the Shanghai high-speed copper cable project and the automotive cable and high-speed copper cable production base in Mexico [3] Group 2: Business Progress - The company has completed the development of high-speed copper cable samples with rates of 56G, 112G, and 224G, with the 224G product already achieving small-scale production and being sent for verification by leading enterprises [4] Group 3: Company Status - The company established a wholly-owned subsidiary, Shanghai Kabeiyi Robotics Co., Ltd., to focus on the research and production of robotic components; additionally, it founded Shanghai Kabeiyi Aerospace Technology Co., Ltd. in January 2026 to explore commercial aerospace-related businesses [5]

新浪科技讯 2月12日下午消息，近日，阿里巴巴集团旗下高德正式发布具身操作基座模型ABot-M0与具 身导航基座模型ABot-N0，补齐了具身机器人规模化落地的两块核心能力——操作的通用性和导航的长 程性，高德也成为全球首个在具身导航与具身操作上同步达到SOTA（目前最好、最先进的模型）的厂 商。 长期以来，机器人技术的规模化应用面临诸多挑战，其中关键之一在于数据的割裂、动作表示的不统一 以及空间理解能力的不足。不同厂商、不同形态的机器人往往使用各自独立的数据体系，导致模型难以 跨平台复用，训练效率受限，部署成本高。 高德推出的 ABot-M0 作为一款通用的具身操作基础模型，从"数据统一—算法革新—空间感知"三个方 面进行了系统性重构，致力于提升模型在多样化机器人形态和任务场景下的泛化能力。在 Libero、 Libero-Plus、RoboCasa 基准测试中，该模型在包含复杂任务组合与动态场景扰动的设定下，平均任务 成功率均达到 SOTA。其中，Libero-Plus 基准上达到了 80.5%，较业界先进方案pi0提升近30%，展现了 其在高扰动高难度具身操作任务中的领先性能。 导航是机器人进入物理开放 ...

格隆汇2月12日｜伯恩斯坦发表报告指，中国互联网板块在2026年开局乏味，中概互联网指数年初至今 持平。该行指出，聊天机器人(chatbot)之战至关重要，中国顶尖互联网平台诉诸红包补贴来推动采用， 这支持了该行的观点：在面向消费者的AI领域，模型能力仅是成功方程式的一部分。与2015年的移动 支付钱包推广相比，该行认为发放现金来驱动搜索行为是一种相当迂回的方式。在未来几周的高频数据 揭示用户在春节期间及之后的反应前，最好保留判断。 ...

这两天Seedance 2.0横空出世，让"人人可做AI导演"照进现实，再次掀起AI（人工智能）热潮。AI卷得火热，机器人"新贵"也不甘落后，直接把战场拉到 了"晚会赛道"。 一边是宇树科技、魔法原子等砸下真金白银，把自家机器人送上总台春晚大舞台；另一边，有玩家另辟蹊径，让200多台机器人集体"打工"，办了一台专属 于机器人的"晚会"。 耍醉拳、舞火棍、演小品、变魔术、跳华尔兹2月8日，由智元AGIBOT主办、机器人"主演"的机器人晚会《机器人奇妙夜》（AGIBOT NIGHT 2026）上 线，并在智元AGIBOT及"稚晖君"全网账号、芒果TV、哔哩哔哩、抖音、新华社等平台全球直播。社交平台上，网友们议论纷纷："机器人跳华尔兹，比人 还曼妙！" 《算法华尔兹》 图片来源：企业供图 作为全球首个大型机器人晚会的负责人，邱恒接受了《每日经济新闻》记者的采访，他分享了这台"机器人晚会"背后的更多细节：250多台机器人，参与的 工程师数量不到机器人数量的十分之一，活动几乎零成本。 对于备受关注的"上春晚"，智元公司方面向《每日经济新闻》记者回应："我们非常希望能登上总台春晚，但公司整体预算有限，优先保障研发费用。" ...

Core Insights - The article highlights the innovative practices in the Shijingshan District, particularly focusing on the integration of AI and robotics in consumer interactions and retail experiences [2][4]. Group 1: Company Strategy - The company, Tao Zhu Xin Zao Ju, employs a dual-driven business model of "investment + operation," with a current focus on the robotics sector [2]. - The company plans to accelerate its regional expansion by adding multiple store formats, including shopping mall stores and exclusive experience centers, to cater to diverse consumer needs [4]. Group 2: Consumer Engagement - The company emphasizes the importance of offline activities and community operations as vital links to consumers, planning to conduct 6,000 offline events this year to reach approximately 60,000 participants [6]. - Through regular community operations, the company aims to enhance user engagement by offering diverse themed activities weekly, making the community a core platform for user interaction and brand engagement [6]. Group 3: Market Analysis - The company utilizes digital tools such as hot zone analysis to accurately understand consumer behavior and product sales, providing data support for operational decisions [4]. - The focus on experiential new retail serves as a bridge between manufacturers and the market, allowing consumers to closely interact with and experience technology products [4].