转自：成都日报锦观 从世运到世界 成都机器人批量"出海" 在马来西亚设立东南亚附属公司，在印度、墨西哥和欧洲多个国家建立服务站，构建了高效的响应体 系。 近年来，成都围绕AI三要素、四大品牌赛道、全域场景应用、全要素产业生态构建"3+4+1+1"产业体 系，打造全国人工智能产业发展新高地。2025年，预计全市人工智能核心产业规模超1500亿元，增速超 39%，实现基础层、技术层、应用层产业链全覆盖。成都日报锦观新闻记者 李艳玲 ...

Core Insights - The article highlights the launch of the "Tiangong 2.0" humanoid robot, which operates autonomously in guiding visitors at the Beijing Humanoid Robot Innovation Center, marking a significant advancement in autonomous service technology [5][6]. Group 1: Technology and Innovation - "Tiangong 2.0" features an AI-driven "brain" and a data-driven "small brain," enabling it to operate without human control and providing professional-level autonomous service capabilities [5]. - The robot can autonomously manage IoT devices and coordinate with companion robots for tasks such as material handling, sorting, and packaging, showcasing an upgrade from single-point explanations to multi-robot collaboration [5]. Group 2: Market Application and Future Plans - The implementation of the fully autonomous humanoid robot guiding solution signifies a new phase in the application of humanoid robots, with plans for expansion into various settings such as exhibition halls, shopping malls, and cultural tourism sites [6]. - The Beijing Humanoid Robot Innovation Center aims to continue developing core technologies like embodied intelligent models and autonomous navigation algorithms, focusing on industrial manufacturing, public services, and special operations to establish itself as a global leader in embodied intelligent robotics [6].

Core Insights - The humanoid robot industry is identified as a crucial direction for future industries, with a high degree of compatibility and complementarity with the automotive industry [1] - The integration of these two industries is expected to lead to new technological breakthroughs, product forms, and business models, marking a key step in future industrial layout [1] Industry and Company Analysis - Shanghai possesses a complete automotive industry chain, strong technological accumulation, rich application scenarios, and top-tier R&D talent, providing a solid foundation for the integration of the automotive and humanoid robot industries [1] - Despite the strong industrial base, there are challenges such as weak cross-industry collaboration mechanisms, uncoordinated supply chain resources, insufficient depth of integration in application scenarios, outdated standards and testing systems, and a shortage of interdisciplinary talent [1] - Recommendations include enhancing top-level design and planning guidance, with suggestions for the Shanghai Development and Reform Commission, Economic and Information Commission, and Science and Technology Commission to jointly formulate a development plan for deep integration of the automotive and humanoid robot industries [1][2] - The establishment of an "Automotive-Humanoid Robot Collaborative Innovation Center" is proposed to support leading enterprises, universities, and research institutions [2] - The creation of "Automotive-Robot Integration Industrial Parks" in areas like Lingang New Area, Jiading Automotive City, and Xinzhuang Industrial Zone is suggested to attract both types of enterprises [2] - There is an emphasis on expanding diverse demonstration application scenarios, constructing compatible standards and testing evaluation systems, and strengthening talent cultivation and ecosystem development [2] - The expectation for Shanghai's "14th Five-Year Plan" includes significant breakthroughs in cutting-edge technology fields such as biomedicine, integrated circuits, and artificial intelligence over the next five years [2]

工艺数据库：通过与国内领先的大模型供应商深度合作，公司已将大量的工业工艺数据整合为专门的工 艺专长，从而建立了一个涵盖消费电子、汽车零部件、家用电器、日化、包装、玩具制造及医疗器械等 多个领域的专业工艺数据库。 先进推理能力：公司已与智谱成立合资公司矩阵智拓，共同开发具身智能机器人，不断完善思维链推理 和视觉－语言－动作(VLA)能力，实现工业机器人到自主思考与自主工作的产业级飞跃。 格隆汇2月5日丨拓斯达(300607.SZ)在投资者关系中表示，有被问到：公司在大模型方面的布局？ 答：公司前瞻布局了AI垂类模型的开发，以期为机器人打造聪明的「大脑」。 端到端闭环：公司联合粤港澳大湾区国家技术创新中心工业软件发展中心推出了基于IntarkDB与 QsemOS的具身智能数采推理一体化解决方案，构建了从工业现场数据采集、模型训练到在线推理及控 制的全链路端到端闭环。 ...

机器人记者"小安"亮相安徽"直通两会"活动。 中新社记者 韩苏原 摄 中新社合肥2月5日电 (记者 张俊)中国省级地方两会近期陆续召开，多地出现机器人记者上会"跑新 闻"，成为独特风景。 在安徽"直通两会"活动中，人形机器人记者"小安"现场向代表委员提问，成为两会报道中的"明星记 者"；湖北两会上，机器人记者"江小云"手持相机，化身专职摄影师，定格会场精彩瞬间；河南本土企 业研发的人形机器人"行者二号"首次亮相该省两会，与代表委员展开"人机对话"；广西两会上，"桂小 Ai"机器人成为代表委员受访时的专属"主持人"。 2月4日， 除机器人记者外，各地两会现场展示的各类科技产品同样吸睛。四川成都两会上，情感交互人形机器 人、AI智能眼镜成为会场焦点；山东两会上，人形机器人ATOM与机械狗"探索者六足"同台登场；江苏 南京两会专门设立AI产品体验区，电子智慧服务机器人、无人机等多款科技产品亮相，直观呈现科技 赋能政务服务的实践成果。 "从车间产线到民生场景，机器人正突破单一功能边界，在经济社会发展中解锁多元角色。"安徽省人大 代表、合肥市智能机器人研究院院长于振中说，在经济领域，机器人是企业降本提效、产业转型升级的 ...

截至收盘，国证机器人产业指数下跌2.1%，中证智能电动汽车指数下跌1.5%，中证消费电子主题指数下跌1.4%，中证物联网主题指数下跌0.8%，资金逆势 加码，机器人ETF易方达（159530）全天净申购达6300万份。Wind数据显示，该ETF此前已连续3个交易日获资金净流入，合计约2.5亿元。 中信建投证券指出，展望2026年，全球流动性宽松格局进一步深化，国内金融市场政策红利持续增厚，个人投资者入市的动力正在增强，A股市场增量资金 有望覆盖更大基础。整体来看，支持牛市的核心逻辑预计仍将延续甚至强化。综合商业化场景分析，预计具身智能远期市场规模超过万亿，人形机器人板块 关注核心从主题投资到量产预期。 �H 该指数涨跌 -1.4% 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 �日 的代表性方向之一,覆盖 该指数涨跌 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 -1.5% 消费电子ETF易方达 惯 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整 ...

Core Viewpoint - The company, Maihe Co., Ltd. (301199.SZ), focuses on high-end intelligent equipment systems and smart IoT systems, primarily in the industrial robot system integration sector, and has not yet entered the humanoid robot field [1] Group 1: Company Overview - Maihe Co., Ltd. is a high-tech enterprise specializing in the research, design, manufacturing integration, sales, and smart operation and maintenance of high-end intelligent equipment systems and smart IoT systems [1] - The company's products and services are mainly applied in the automotive, engineering machinery, and their components industries [1] Group 2: Competitive Advantages - The company possesses a full industry chain layout and technical integration capabilities, with comprehensive expertise in major processes such as assembly, painting, and welding, making it one of the few intelligent equipment system manufacturers with multi-product production capabilities [1] - The company emphasizes technological innovation and R&D strength, having developed systems such as high-speed rolling beds and intelligent fixture libraries, which significantly enhance product intelligence [1] - The integration of digitalization and intelligence is achieved through IoT and big data technologies, enabling a comprehensive operational management system that enhances operational efficiency and resource utilization [1]

格隆汇2月5日丨欣旺达(300207.SZ)在互动平台表示，公司对包括人形机器人在内的新兴市场机会始终 保持高度关注，并已具备相应的电池技术和产品研发能力。目前，公司的电池产品已经应用在扫地机器 人、服务机器人等领域。关于人形机器人领域，公司正处于积极研发与客户对接阶段，未来有望实现应 用。基于公司与客户签订的保密协议，具体的合作厂商信息及进展不便对外披露。 ...

格隆汇2月5日丨精锻科技(300258.SZ)在互动平台表示，重庆子公司当前与智元机器人未建立具体的业 务合作。 ...

Core Viewpoint - The company TuoSiDa (300607.SZ) primarily focuses on the application of CNC machine tools in various sectors including civil aviation, automotive, humanoid robots, and low-altitude aircraft [1] Group 1 - The company's CNC machine tools are mainly utilized in the civil aviation sector [1] - The automotive industry is another significant area where the company's products are applied [1] - Humanoid robots and low-altitude aircraft also represent key application fields for the company's technology [1]