③ 【中概股普跌，小鹏汽车跌5.5%】中概股盘前普跌。截至发稿，阿里巴巴跌2.7%，拼多多跌1.6%， 网易跌2.5%，百度跌2.8%，京东跌2.0%，小鹏汽车跌5.5%。 ④ 【台积电2nm产能已被预订一空】2月2日，据媒体报道，台积电的2nm产能已被全球科技巨头全部预 订。其中，AMD计划于2026年开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第 三季度和第四季度采用该工艺。此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积 电的A16工艺，该工艺采用背面供电设计。 每经记者：宋欣悦 每经编辑：高涵 ① 【三大期指齐跌】截至发稿，道指期货跌0.63%、标普500指数期货跌0.90%、纳指期货跌1.18%。 ② 【白银日内跌超15%，三个交易日抹平一个月涨幅】国际黄金和白银价格2日大幅下跌，其中黄金期 货价格一度回落至每盎司4500美元下方，白银期货价格一度跌至每盎司72.35美元。与1月29日创下的历 史最高点相比，2日白银价格盘中低点的累计跌幅已达40%，金价累计跌幅约20%。现货白银日内跌超 15%报71.5美元/盎司，较历史高位回落50美元，仅 ...

④ 【台积电2nm产能已被预订一空】2月2日，据媒体报道，台积电的2nm产能已被全球科技巨头全部预 订。其中，AMD计划于2026年开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第 三季度和第四季度采用该工艺。此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积 电的A16工艺，该工艺采用背面供电设计。 ⑤ 【花旗：黄金估值已达极端水平，下半年避险情绪消退将成最大利空】花旗警告黄金估值已达极端 区域，全球黄金支出占GDP比例飙升至0.7%，为55年来最高。若黄金配置比例回归0.35%~0.4%的历史 常态，金价将面临"腰斩"风险。 随着2026年下半年俄乌冲突有望达成协议、美国经济上行及美联储独 立性确认，避险情绪的集体消退将撤走金价最后支柱。 ⑥ 【目标年产百万台，第三代特斯拉人形机器人即将亮相】2月2日，特斯拉官方微博宣布，第三代特 斯拉人形机器人即将亮相，预计年产百万台。截至发稿，特斯拉跌1.74%。 ① 【三大期指齐跌】截至发稿，道指期货跌0.63%、标普500指数期货跌0.90%、纳指期货跌1.18%。 ⑩ 北京时间今晚23：00，美国1月ISM制 ...

Group 1 - Morgan Stanley has raised its forecast for humanoid robot sales in China for 2026, predicting a 133% year-on-year increase to 28,000 units, doubling the previous estimate of 14,000 units [1] - The firm anticipates exponential growth in humanoid robot sales, projecting 262,000 units by 2030 and 2.6 million units by 2035, compared to approximately 12,000 units sold last year [1] - The increase in sales forecast is based on the latest market data and current industry developments as of 2025 [1] Group 2 - The decline in production costs is expected to accelerate the adoption of robots, with raw material costs for robot production in China projected to decrease by 16% this year [2] - Bain & Co forecasts that global robot component prices will drop by about 70% by 2035, leading to lower prices for humanoid robots in low- and middle-income countries, from $50,000 in 2024 to approximately $21,000 by 2050 [2] - By 2050, it is estimated that around 1 billion humanoid robots will be in use, with over half deployed in middle- and high-income countries, including China [2] Group 3 - Tesla CEO Elon Musk acknowledged that the strongest competition for Tesla's humanoid robots comes from China, indicating that competition with Chinese companies will be a "hard battle" [3]

(资料图) 运输机器人搭载着各类建材和小型设备来回穿梭，转运物资；焊接机器人在高空舞动"手臂"，自动 进行焊接作业；喷涂机器人在室内"挥毫泼墨"，自主完成墙面粉刷……这是记者在四川芯烨智创机器人 科技有限公司（以下简称芯烨机器人）举办的新闻发布会上看到的一幕。 易富民表示，智能建造机器人生态集群的发布，是企业拥抱行业变革，推进智能建造创新成果产品 化、产业化的起点。面向"十五五"，公司计划研制推出30款覆盖核心施工场景的建筑机器人产品，不断 增强企业核心功能和核心竞争力，加速构筑产业新生态。 （活动主办方供图） 标签： 最新资讯 本次发布的智能建造机器人生态集群，包含行业首创的项目级机器人集群智能调度管理系统和四款 自主研发的智能建造机器人。 芯烨机器人副总经理、首席技术官林宗奇介绍，机器人集群智能调度管理系统能够对各类机器人及 智能装备进行全生命周期管理与集群智能调度。该系统融合AI大模型技术，实现了智能巡检与视频监 控的深度融合，支持施工数据的实时3D可视化呈现与多屏同步查看，并具备异常自动报警功能，真正 实现施工全程透明可控。 同步推出的四款智能建造机器人，都是为解决建筑施工中的关键痛点而研发。高空焊接 ...

Core Viewpoint - Tesla is set to unveil its third-generation humanoid robot, Optimus, which is designed from first principles and aims to learn new skills by observing human behavior, with a projected annual production of one million units [2][5]. Group 1: Product Development - The third-generation humanoid robot will be a general-purpose robot capable of performing tasks demonstrated through videos or verbal instructions, as shown in a promotional video featuring CEO Elon Musk [5]. - Tesla has not utilized any existing supply chain systems for this robot, opting for a complete redesign from first principles, with a goal of producing one million units annually [5][6]. - The production line for the humanoid robot will be established at the Fremont factory, which will cease production of the Model S and Model X to focus on this new initiative [6]. Group 2: Financial Performance - In the fourth quarter of 2025, Tesla reported revenues of $24.9 billion, a year-over-year decline of 3.1%, with an operating profit of $1.41 billion, down 11% [5]. - The total revenue for the year was $94.8 billion, reflecting a 3% decrease compared to 2024, attributed to a reduction in vehicle delivery volumes [5]. - Vehicle deliveries in the fourth quarter of 2025 fell by 16% year-over-year, with an annual decline of 8.6% in total deliveries [5]. Group 3: Market Outlook - The humanoid robot is still in the early development stage, with current applications limited to basic tasks in factories for learning purposes, and significant production increases are not expected until the end of 2026 [7]. - According to IDC, the global shipment of humanoid robots is projected to reach approximately 18,000 units in 2025, marking a year-over-year growth of about 508%, with Chinese manufacturers leading in the commercialization process [7].

Core Viewpoint - The incident of the IRON humanoid robot falling during its first public showcase in Shenzhen has sparked significant attention, highlighting both the challenges and advancements in humanoid robotics technology [1][11]. Group 1: Incident Overview - The IRON robot, developed by XPeng Motors, fell once during its walking demonstration at a public event, which drew immediate public interest [1]. - XPeng's Vice President, "Thomas Electric Train" (Yu Tao), provided a quick explanation and noted that the event's host cleverly alleviated the awkwardness by reflecting on the importance of overcoming setbacks in life [1]. - XPeng's Chairman, He Xiaopeng, shared a metaphor on social media, likening the robot's fall to a child's learning to walk, emphasizing resilience and progress [5][7]. Group 2: Product Specifications - IRON is XPeng's first mass-production humanoid robot, set to debut in November 2024, with plans for large-scale production by the end of 2026 [10]. - The robot is designed at a 1:1 human scale, standing 178 cm tall and weighing 70 kg, featuring a bionic structure with 82 degrees of freedom, including 22 in the hands [10]. - It is equipped with three self-developed Turing AI chips, achieving a total computing power of 2250 TOPS, and can run a 30 billion parameter model locally [10]. Group 3: Market Context - The humanoid robot market is experiencing significant growth, with major companies like Yushun and Zhi Yuan achieving annual shipments exceeding 5,000 units, indicating a substantial increase in production capacity [14]. - The market concentration is high, with the top three companies holding a combined market share of 79.63% as of the first half of 2025 [15]. - The Chinese humanoid robot market is projected to reach sales of 122,700 units by 2030, supported by government policies and substantial funding [17].

Core Viewpoint - Tesla is set to unveil its third-generation humanoid robot, which will learn new skills by observing human behavior, with an expected annual production capacity of one million units [1][4]. Group 1: Product Development - The third-generation humanoid robot will be released in Q1 2026, building on the advancements of the 2.5 version, including an upgraded hand design [4]. - The production line for Model S/X at the Fremont factory will be converted to manufacture humanoid robots, with mass production expected to start by the end of 2026 [4]. - The Optimus humanoid robot has entered the countdown to mass production, currently performing basic tasks like screw tightening and material handling, with plans to validate complex assembly and quality inspection tasks by the end of 2026 [4]. Group 2: Previous Versions and Challenges - Tesla has already launched the first (Gen1) and second (Gen2) generations of the humanoid robot, with Gen1 introduced in October 2022 and Gen2 released in 2023, which features a 30% increase in walking speed and a 22-degree-of-freedom dexterous hand [4]. - Significant engineering challenges remain, particularly in the design of the robot's hand and forearm, which have previously caused production delays [6]. Group 3: Financial Performance and Strategic Focus - Tesla's Q4 2025 revenue was $24.901 billion, a year-over-year decline of approximately 3%, with net profit down 61% to $840 million [6]. - The automotive business revenue fell 11% year-over-year to $17.69 billion in Q4 2025, with a total annual automotive revenue of $69.5 billion, marking a 10% decline [6]. - In response to declining automotive revenue, Tesla announced a capital expenditure plan of $20 billion for the year, focusing on AI, autonomous driving, and robotics [6]. Group 4: Competitive Landscape - Elon Musk identified Chinese companies as Tesla's strongest competitors in the humanoid robot market, noting their manufacturing scale and advancements in AI technology [7]. - The Chinese humanoid robot industry is expected to experience rapid growth, with improvements in AI model capabilities, hardware maturity, cost reductions, and accelerated application scenarios by 2026 [7].

Group 1 - The company, Sanyou Lianzhong (300932), is focusing on emerging fields such as humanoid robots and drones [1] - The company is maintaining technical exchanges and product connections with related enterprises [1] - The company has already applied its products in the drone sector [1]

科技元素是今年巡游的一大亮点。当天"打头阵"的机器人由宇树科技及其法国代理INNOV8集团提供。 巡游表演中，机器人不时停下脚步，灵活转身，向沿街观众挥手致意并点头互动，引得观看的民众纷纷 踮起脚尖，举起手机拍摄。 INNOV8集团首席执行官斯特凡纳·博博接受记者采访时说："能够参与中国春节巡游，并借此展示来自 中国的创新技术，实属机会难得。"他认为，将新技术引入春节庆祝活动中，意味着春节这一传统节日 并未停留在历史之中，而是"面向未来"。 巡游演出中，中国不同地域、不同民族的文艺展演令观众目不暇接：汉服衣袂舒展，苗族舞者银饰闪 亮，蒙古族舞蹈身姿豪迈，东北秧歌方阵彩扇翻飞…… 通讯丨机器人、民族舞与锣鼓声——巴黎香街进入"春节时间" 新华社记者张百慧 1日下午，由机器人引领的春节巡游表演方阵走上法国巴黎香榭丽舍大街，紧随其后的是舞龙舞狮、民 族舞等传统表演，吸引了大街两侧的巴黎市民和游客驻足观看。在喜庆的锣鼓声中，法国这条地标性大 道进入"春节时间"。 这是"欢乐春节满巴黎·龙狮贺岁舞香街"春节巡游活动第四次亮相香榭丽舍大街。巴黎香榭丽舍大街管 理委员会今年正式作为主办方加入，与中国驻巴黎旅游办事处共同牵头 ...

（文章来源：证券日报） 证券日报网讯 2月2日，机器人在互动平台回答投资者提问时表示，公司主要为新能源汽车、半导体、 锂电、电子、光伏、航天航空及医疗等行业提供整体解决方案，目前暂未涉及太空制造领域。公司会持 续关注前沿技术领域应用，根据未来市场需求情况，积极探索、深挖机遇。 ...