Core Viewpoint - UBTECH Robotics has launched the "Tian Gong Xing Zhe DEX," a full-size humanoid research robot, in collaboration with the Beijing Humanoid Robot Innovation Center, showcasing significant advancements in stability, motion control, and autonomous operation capabilities [1] Group 1: Product Features - The robot features enhanced stability and motion control, as well as improved coordination between its physical and cognitive functions [1] - It is designed with characteristics of agility, ease of use, and versatility, catering to four core groups in research and education [1] - The robot provides differentiated empowerment solutions that are precisely tailored to various research and educational scenarios [1] Group 2: Developer Support - The robot is supported by the "Hui Si Kai Wu" general-purpose intelligent platform, which offers a complete toolkit for secondary development [1] - This toolkit enables global developers to efficiently complete customized development and implement research projects [1]

该人士表示，与当前许多机器人无法执行复杂指令不同，高德具身导航基座让机器人能够在开放物理环 境下实现跨场景送物、跟随服务等。 新浪科技在今年1月曾独家报道，高德内部已成立具身业务部。在招聘平台上，高德放出了具身业务部 的多个招聘岗位，包括具身智能产品专家、数据/算法工程师等方向。知情人士表示，机器人、机器狗 等产品形态都在具身业务部的探索方向之中。 新浪科技在今年1月曾独家报道，高德内部已成立具身业务部。在招聘平台上，高德放出了具身业务部 的多个招聘岗位，包括具身智能产品专家、数据/算法工程师等方向。知情人士表示，机器人、机器狗 等产品形态都在具身业务部的探索方向之中。 新浪科技讯 2月12日中午消息，新浪科技独家获悉，继成立具身业务部后，高德即将发布自研的具身导 航基座模型。一位知情人士向新浪科技表示，高德已构建业内最大规模的具身导航数据引擎，并且在长 程复杂任务处理能力上，取得了突破性进展。 新浪科技讯 2月12日中午消息，新浪科技独家获悉，继成立具身业务部后，高德即将发布自研的具身导 航基座模型。一位知情人士向新浪科技表示，高德已构建业内最大规模的具身导航数据引擎，并且在长 程复杂任务处理能力上，取得了 ...

2月12日，小米宣布开源Xiaomi-Robotics-0。据介绍，这是一个拥有47亿参数、兼具视觉语言理解与高 性能实时执行能力的开源VLA模型。 ...

Core Viewpoint - The collaboration between China Mobile Guangdong, Deep Intelligence, and Titanium Robot aims to accelerate the application of embodied intelligence technology across various sectors, establishing a benchmark for new productivity in the industry [1][3]. Group 1: Partnership and Objectives - The signing ceremony for the comprehensive cooperation agreement took place at Beijing Zhongguancun College, attended by key representatives from all three companies [1]. - This partnership is a significant manifestation of China Mobile's "industry-investment synergy" strategy, focusing on integrating robotic capabilities with communication infrastructure [1][3]. - The three parties will jointly establish an Embodied Intelligence Empowerment Center to create a collaborative system that integrates robotic bodies, intelligence models, 5G networks, and industry applications [3][5]. Group 2: Technical Collaboration - The collaboration will focus on joint research and development in key areas such as embodied intelligent robot platforms, high-dynamic physical interaction, multi-modal perception decision-making, and remote collaborative control [5]. - The integration of 5G low-latency communication, network slicing, and edge computing will be explored to develop solutions for typical scenarios in research, industrial manufacturing, and energy park operations [5]. - The partnership aims to foster an open and collaborative industrial innovation ecosystem, injecting new momentum into the integration of artificial intelligence and the real economy [5].

截至2026年2月12日10:50，机器人ETF(159770)成交8966.40万元。跟踪的中证机器人指数(H30590)上涨0.48%，成分股博杰股份上涨10.00%，华东数控上 涨9.97%，瀚川智能上涨4.87%，瑞松科技上涨4.07%，天智航上涨3.95%。 【产品亮点】 机器人ETF(159770)紧密跟踪中证机器人指数，为投资者提供一键布局机器人全产业链的高效工具。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 【热点事件】 具身智能迎上市潮！多家企业推进A+H股IPO进程 截至2月10日，已有3家具身智能企业已推进A股上市流程。宇树科技已于去年11月份完成IPO辅导备案，乐聚智能、杭州云深处的IPO辅导备案分别于去 年10月份、12月份被地方证监局受理。赴港上市同样热闹非凡，截至2月10日，深圳市优必选、卧安机器人已经登陆港股，天津阿童木机器人、浙江迦 智科技、斯坦德机器人、珞石机器人、合肥优艾智合机器人等多家具身智能企业已向港交所提交IPO申请。 值得一提的是，机器人ETF(159770)盘中净申购已达1050万份。 | | 机器人ET ...

Core Insights - The article highlights the significant reduction in the cost of robot training data from 2 yuan to 0.66 yuan, enabling the scalable implementation of embodied intelligence [1][6] - The company, Luming Robotics, established just over a year ago, has gained attention for its innovative technology, particularly the self-developed FastUMI system, which reduces data collection costs by 80% [1][6] - Luming Robotics has launched multiple humanoid robot series, including LUS and MOS, showcasing capabilities such as rapid movement and heavy lifting [1][3] Company Overview - Luming Robotics was founded in 2024 and is recognized as a full-stack embodied intelligence company with advanced data capabilities [3][8] - The company has developed key technologies, including the FastUMI Pro data collection system and lightweight joint modules, and offers a range of humanoid and quadruped robots [3][8] - Luming has established partnerships with several Fortune 500 companies and has strategic investors with strong industry backgrounds, accelerating its industrialization process [3][8] Program Format - The program "Hardcore AI Guest" employs an innovative format combining a host and top institutional experts, providing immersive exploration instead of remote analysis [5][10] - This unique approach offers sharp insights from financial observers and in-depth analysis from professionals, presenting a comprehensive view of the AI industry [5][10] - The program aims to connect AI technology with industry practices by showcasing the latest research outcomes and dissecting the underlying business logic [5][10]

Core Viewpoint - The medical innovation sector is experiencing growth, highlighted by the successful debut of China's first fully self-developed orthopedic surgical robot, indicating advancements in medical technology and potential investment opportunities in the sector [1][2]. Group 1: Market Performance - As of February 12, 2026, the CSI Medical and Medical Device Innovation Index (931484) increased by 0.05%, with notable gains from companies such as WuXi AppTec (up 3.39%) and Kanglong Chemical (up 1.37%) [1]. - The Medical Innovation ETF (516820) is currently priced at 0.37 yuan, with a trading volume of 794.40 million yuan and a turnover rate of 0.42% [1]. - Over the past month, the average daily trading volume of the Medical Innovation ETF was 65.14 million yuan [1]. Group 2: Industry Insights - CITIC Securities believes that surgical robots represent one of the best business models in the medical device sector, as installed equipment will drive continuous consumption of consumables, leading to stable revenue and cash flow [2]. - The global market for surgical robots is estimated to exceed 1 trillion yuan, with significant growth potential in penetration rates and market size [2]. - Domestic leaders in the surgical robot market are accelerating product iterations, achieving performance levels close to global leaders, and have a substantial portion of their revenue from overseas markets, which are experiencing high growth [2]. - AI is expected to empower surgical robots to achieve autonomous operations, further assisting or replacing some surgical procedures performed by doctors, which will benefit industry penetration rates and enhance company valuations [2]. Group 3: Index Composition - The CSI Medical and Medical Device Innovation Index comprises 30 publicly listed companies with strong profitability, growth potential, and research innovation capabilities, reflecting the overall performance of the medical and medical device sector [2]. - As of January 30, 2026, the top ten weighted stocks in the index include WuXi AppTec, Mindray Medical, and Heng Rui Medicine, collectively accounting for 63.9% of the index [2].

Group 1 - Apptronik, a humanoid robotics company, announced the completion of a $520 million Series A-X funding round [1] - The total amount raised in Series A funding exceeds $935 million, bringing the total funding close to $1 billion [1] - Existing investors include B Capital, Google, Mercedes-Benz, and PEAK6, while new investors include AT&T Ventures, John Deere, and Qatar Investment Authority [1]

机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2026年1月30日，国证机器人产业指数(980022)前十大权重股分别为绿的谐波、双环传 动、机器人、石头科技、科大讯飞、科沃斯、三花智控、鸣志电器、中信重工、拓普集团，前十大权重 股合计占比39.43%。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 消息面上，近日，全球物流机器人企业极智嘉正式推出全球首款面向仓储场景的通用人形机器人Gino 1。该产品专为仓储作业全链路设计，具备仓储拣货、搬箱、打包、巡检等多任务操作能力，真正实现 了"一台机器人覆盖仓内主流人工操作场景"，引领仓储行业实现从"移动智能化"到"操作智能化"的关键 跨越。 国元证券指出，2月9日，智元AGIBOT主办了全球首个大型机器人晚会《机器人奇妙夜》，实现了 从"机器人演节目"到"机器人撑起一整台晚会"的质变，这场盛会成功打破了机器人仅限于单一任务执行 的刻板印象，实现多个"从0到1"的突破，集中展示了中国机器人在复杂运动控制、高精度群体协同和 ...

Core Insights - The global intelligent robotics company Geek+ has launched its first general-purpose robot, Gino 1, designed specifically for warehouse scenarios [1] - Gino 1 is trained for multi-tasking capabilities, enabling it to perform various warehouse operations such as picking, box moving, packaging, and inspection [1] - The robot's hardware is tailored to address warehouse pain points, ensuring accuracy and safety through advanced visual systems and dexterous manipulation [1] Company Developments - Gino 1 integrates Geek+ Brain, which combines extensive warehouse data with large-scale simulation reinforcement learning, providing human-like operational capabilities [1] - The robot is designed to meet user demands in terms of reliability, efficiency, and cost-effectiveness, facilitating its commercial application [1] - Gino 1 has achieved mature mass production capabilities, allowing for large-scale deployment [1] Industry Context - Over 70% of warehouses globally still rely heavily on manual labor, indicating a significant opportunity for automation solutions [2] - Geek+ aims to accelerate the implementation of unmanned warehouse solutions through a closed-loop iteration of "scenario-data-technology," promoting both technological and commercial evolution [2]