每经AI快讯，有投资者在投资者互动平台提问：贵司是否有和特斯拉洽谈Optimus人形机器人电池供 应？ 欣旺达（300207.SZ）2月10日在投资者互动平台表示，您好！感谢您对公司的关注与支持。公司未与其 洽谈人形机器人电池的供应，谢谢。 （文章来源：每日经济新闻） ...

Group 1 - The core focus of the news is on the increasing investment in the "brain" sector of robotics, highlighting significant funding rounds for companies like Daxiao Robotics and Qunchu Intelligent [2][3] - Daxiao Robotics, founded in 2025, has completed its angel round of financing led by Ant Group, with participation from several notable investors, emphasizing its innovative "human-centered" ACE embodied research paradigm [2] - The ACE paradigm enables extensive data collection, potentially addressing the "data scarcity" issue in the embodied intelligence industry, with capabilities to gather millions of hours of data annually [2] Group 2 - The industry trend indicates a shift in investment focus from hardware to software in the robotics sector, with companies like Qunchu Intelligent and Zivariable Robotics also securing significant funding [3] - Qunchu Intelligent raised several hundred million yuan in its Series A round, focusing on embodied intelligence technology and infrastructure development [3] - The distinction between embodied intelligence models and traditional language models like ChatGPT is emphasized, with the former requiring integration of multimodal information and complex physical actions, presenting a higher technical challenge [3]

据介绍，在硬件本体层面，具身天工3.0预留多类型拓展接口，支持各类外设工具灵活接入，可快速适 配特种作业、工业制造、商用服务等多元场景需求，实现与行业主流系统的无缝衔接。 中新社北京2月10日电 (记者 吕少威 陈杭)北京人形机器人创新中心10日发布新一代通用机器人平台具身 天工3.0，该款机器人在本体稳定性、运动控制、具身大小脑协同、全自主作业等方面有了显著提升， 也是行业内首个实现触物交互式全身高动态运动控制的全尺寸人形机器人。 在软件层面，具身天工3.0基于"慧思开物"平台生态，提供完善的开发文档、工具链及低代码开发平 台，将复杂的技术能力封装为简单易用的操作流程，合作伙伴无需进行底层技术重构，即可根据自身场 景需求开展定制化二次开发，显著降低开发门槛、缩短开发周期。 在本体性能方面，具身天工3.0通过配备高扭矩一体化关节，实现了极强的肢体爆发力，可应对特种作 业中高负载需求。该款机器人还可稳定完成翻越约1米障碍、全身高爆发连续动作等复杂运动任务，同 时结合灵活的躯干与上肢运动范围，机器人可支持跪地作业、弯腰转身操作等复杂灵巧操控场景。 得益于多自由度协同的肢体设计，具身天工3.0实现了各关节的精准联动 ...

Core Viewpoint - The introduction of the "Iron Police 110" intelligent police robot at Quzhou Railway Station marks a significant advancement in enhancing security and service during the Spring Festival travel rush in 2026, addressing the challenges posed by increased passenger flow and traditional security methods [1][5]. Group 1: Security Enhancement - The "Iron Police 110" robot is designed to meet the security needs of the Spring Festival, providing a solution to the limitations of traditional human patrols and fixed-point security during peak passenger flow [2][3]. - Equipped with features such as daily patrol, video surveillance, one-click alarm, and voice interaction, the robot enhances both security and passenger service [3][4]. Group 2: Operational Efficiency - The robot's high-definition panoramic camera allows for 360-degree real-time monitoring, while its autonomous navigation system enables it to patrol key areas like waiting halls and ticketing areas, effectively extending the reach of security measures [3][4]. - By transmitting real-time images to the police command center, the robot helps officers monitor various areas, facilitating early detection of crowding and safety hazards, thus improving the precision and timeliness of security management [4]. Group 3: Passenger Assistance - The robot features a one-click alarm system for passengers to quickly connect with police in case of emergencies, providing convenience for addressing urgent situations [4]. - Additionally, the robot serves as an "intelligent promoter" and "mobile service post," offering safety travel knowledge, guiding passenger flow, and providing interactive consultations [4]. Group 4: Collaborative Model - The deployment of the "Iron Police 110" robot fosters a collaborative model between human officers and technology, where robots handle routine patrols and monitoring, allowing police to focus on critical incidents and emergency responses [4]. - This synergy not only alleviates the pressure of limited police resources during the Spring Festival but also enhances overall security efficiency, creating a safe and orderly travel environment for passengers [4].

Core Viewpoint - The company is making steady progress in the development and commercialization of its robotic-related products, with various protective items already launched and others in testing phases [1] Group 1: Product Development - The company has successfully commercialized protective products such as flexible joint protectors and protective gloves [1] - High molecular weight polyethylene fiber transmission tendons and skin suits/gloves have been sent for testing to several leading domestic and international companies, with ongoing iterations [1] - The electronic skin suits and gloves are focusing on sensor integration and functionality validation, with pilot production line construction progressing as planned [1]

Core Insights - The 2026 Spring Festival marketing competition is more crowded than in previous years, with major tech companies leveraging the event as a platform for AI to enter the mass market [3][4] - The success of DeepSeek, which surpassed all major AI applications in DAU growth within two weeks, indicates that the foundational models of AI have been widely adopted, marking a shift towards competition at the application and interface levels [4][9] - AI is evolving beyond simple conversational capabilities to become a practical tool that can solve real user problems, as demonstrated by various applications and devices [4][10] Industry Trends - The evolution of Spring Festival sponsorship reflects China's economic development, transitioning from physical goods in the 80s and 90s to efficiency and digitalization in recent years [19][20] - The core societal demand has shifted from information acquisition to task processing, highlighting the growing importance of AI in everyday life [21] - AI's trajectory has moved from being an invisible infrastructure in data centers to a visible spectacle on stage, and now into mobile devices, indicating a significant technological shift [22][23] Product Development - The Nubia M153 smartphone, equipped with the Doubao assistant, represents a breakthrough in AI integration, allowing for cross-app automation and reducing user interaction complexity [23][26] - The low barrier to entry for AI applications is crucial for their adoption, as evidenced by the Nubia Doubao phone's user-friendly voice recognition capabilities [28][29] - The emergence of AI agent phones is expected to proliferate in 2026, with the Nubia Doubao phone serving as a pioneering example [29]

2025 年，小米汽车亦庄工厂全年接待了 13 万名游客参观和体验。据小米官方介绍，位于北京经济技术 开发区的小米汽车工厂（IT之家注：占地 71.8 万平方米），入选"2024 北京市工业旅游示范点"。作为 新能源汽车生产与研发基地，园区现对外开放技术展示与生产观摩体验。 IT之家 2 月 10 日消息，今日，小米集团创始人、董事长兼 CEO 雷军开启小年夜直播。 雷军在直播中表示，小米汽车工厂第一个特点是高度智能化，工厂里面有六七百台机器人，可以做到组 装的所有环节是百分之百自动组装的，也是做到了百分之百的自动检测，智能化程度非常高。整个厂房 的屋顶都铺设了自发电的光伏板。工厂的用电全部来自于屋顶的自发电的光伏板。 在工厂中，参观人员可亲眼见证小米 SU7 的关键技术，从平台架构、一体化压铸件，到铠甲笼式钢铝 混合车身、人车家全生态体验。参观结束后，可选购工厂特色文创纪念品，在小米食堂体验小米特色餐 食。 小米汽车工厂六大核心车间 —— 压铸、冲压、车身、涂装、总装、电池专为新能源时代量身打造，搭 配总长 2.5 公里的测试跑道，共同构成智能制造的基础框架。园区内设有独具特色的小米汽车工厂店和 包含 29 ...

Core Viewpoint - Xiaomi's founder and CEO Lei Jun showcased the company's automotive technology showroom and customization service center, highlighting the factory's advanced automation and sustainability features [2][4] Group 1: Factory Features - The first characteristic of Xiaomi's automotive factory is its high level of automation, featuring six to seven hundred robots that enable 100% automated assembly and 100% automated inspection, indicating a very high degree of intelligence [2][4] - The second characteristic is its green initiative, with the factory's roof covered in self-generating photovoltaic panels, ensuring that all electricity used in the factory comes from these solar panels, demonstrating strong environmental performance [2][4]

Market Overview - The market continues to follow the rebound of US stocks, with Hong Kong stocks jumping above 27,000 points but later experiencing volatility, closing up 0.58% [1] - The competition among major companies in large model development is intensifying, transitioning from a "hundred model war" to a focus on commercialization, innovation, and global layout, with the number of capable developers reduced from over 200 to less than 10 [1] AI Model Developments - ByteDance's image generation model Seedream 5.0 has launched on various platforms, enhancing image generation capabilities and allowing precise adjustments [2] - Alibaba has reportedly integrated its new model Qwen 3.5 into the HuggingFace open-source project, indicating an imminent release [2] - The launch of Seedance 2.0 has been highly praised, marking a significant advancement in video generation technology, leading to concerns over privacy and copyright issues [1][2] Company Performance and Strategies - The CEO of Yueda Group has outlined three core strategic directions for the year: "evergreen content, IP+AI, and globalization," which are expected to benefit from the advancements in AI models [2] - Xunce (03317) is positioned as a leader in real-time data infrastructure and analysis solutions, with expectations of being included in the Hong Kong Stock Connect list, leading to a stock increase of over 15% [4] Financial Highlights - Semiconductor company SMIC reported a 2025 Q4 revenue of 17.813 billion yuan, a year-on-year increase of 11.9%, with a net profit of 1.223 billion yuan, up 23.2% [8] - The company anticipates a revenue growth rate higher than the industry average for 2026, with a capital expenditure plan similar to 2025 [8] Industry Trends - The demand for AI-driven applications is driving interest in related stocks, with companies like Xunce and others in the AI data analysis sector gaining attention [3] - The shipping sector is also showing strength, with companies like Pacific Shipping and COSCO Shipping Energy experiencing stock increases due to rising demand for dry bulk shipping [6] Robotics and AI Innovations - Alibaba's Damo Academy has released the RynnBrain model, significantly enhancing robotic capabilities, which is expected to attract investment in the robotics sector [7] - The launch of the Gino1 robot by Geekplus is anticipated to have a broad application in China's logistics sector, contributing to a stock increase of over 11% [6]

据悉，此次云深处科技牵头申报的项目，主要针对四足机器人在废墟泥地、黑暗密闭、长走廊多楼层以 及高原高寒等复杂环境中面临的诸多挑战开展技术攻关。 截至目前，云深处科技自主研发的四足机器人产品已在多个行业场景实现规模化落地。云深处科技表 示，公司将继续深化在多模态环境感知、跨场景具身导航、感控融合运动控制等前沿方向的技术布局， 推动具身智能机器人在更多危险、复杂场景中实现广泛应用。 中证报中证网讯（记者 乔翔）记者2月10日从云深处科技获悉，2024年度浙江省科学技术奖获奖名单日 前公布，公司牵头申报的"复杂场景四足机器人关键技术及产业化"项目获浙江省科学技术进步奖一等 奖。该获奖项目由云深处科技牵头，联合浙江大学、卧龙电驱（600580）、中电科第二十一研究所、国 网智能、浙江工业大学、国网浙江超高压分公司共同申报。 ...