具身行业发展到需要触达C端、建立国民级信任的关键点。 1月30日，机器人概念股自午后震荡拉升，天奇股份（002009.SZ）、百达精工（603331.SH）涨停，欧科亿 （688308.SH）涨超11.26%，机器人指数（884126.W）涨0.15%。 此次四家具身厂商与春晚的合作头衔各不相同，一位曾两次参与总台春晚机器人项目合作的行业人士对第一财 经记者表示，具体合作项目名称与头衔并不重要，本质都是商务合作。目前主要风险点在于，"机器人上春 晚"的预期已经被提前打满，但能否满足外界期待仍是未知数。比如行业可能期待机器人能够"啥都能干"，但 最后呈现的可能还是一个遥控的结果，并且跳舞这个类目已经很难继续突破，整体呈现效果未必能超越去年。 首程控股也同时投资了宇树科技、银河通用、松延动力，首程控股董事会秘书康雨对记者表示，机器人厂商密 集参与春晚舞台，一是验证了首程控股此前提出的投资逻辑，消费级、演出类、情绪价值类的应用是机器人在 发展初期的主要应用之一；其次，行业确实发展到需要触达C端、建立国民级信任的关键点；第三，该现象也 折射出2026 年行业逐渐从实验室技术验证转向商业化落地，对宇树、银河通用、松延动 ...

理学院院长John Moraros教授（下图）表示："这一创新且具有国际领先意义的举措，源于西交利物浦大 学先进材料研究中心的整体布局，并在与中国科学技术大学的伙伴与同仁多轮头脑风暴、充分讨论与合 作交流中逐步成形。尤为重要的是，该实验室作为校级平台，诚邀来自不同学院的同仁共同参与，以真 正的跨学科协作助力实验室充分释放潜力。我也非常期待这一开创性前沿技术为师生带来训练与实践机 会，帮助师生提升面向未来的科研与职业竞争力，并在与学术与产业伙伴深化合作的过程中产出高质量 研究成果。" 人工智能机器人科学家实验室位于理科楼A区（SA）5层，目前主要以"自主AI科学家系统"与"高通量机 器人实验平台"的深度融合为核心支撑，形成三大平台能力：一是全流程自动化，贯通"假设生成—实验 设计—机器人执行—数据分析"的闭环；二是数字孪生仿真，在开展具体实验前通过虚拟环境预筛方 案、提升成功率；三是可重复与可扩展，通过标准化操作减少人为误差，支持7×24小时并行实验，实 现效率的显著提升。 同时，平台通过软件系统连接各实验工位，实现数据全生命周期记录与可追溯管理，为高质量数据积累 与模型迭代提供支撑。 1月28日，西交利物浦大 ...

责任编辑：江钰涵 新浪科技讯 1月30日下午消息，斑陌易行近日举行品牌发布会，亮相首款面向具身智能时代的物流配送 机器人斑陌易行T6。秉承 "生态开放、高效建设、合作共赢" 理念，斑陌易行致力为产业提供一整套场 景适配、"乐高式"的产品与技术解决方案。斑陌易行创始人兼CEO陈强表示，目前国内已有200多家城 市开放路权，但末端配送场景机器人渗透率不足1%。"品牌希望做一些足够务实、足够不一样的工作， 助力行业从'单点突破'向'全域协同'升级。" 新浪科技讯 1月30日下午消息，斑陌易行近日举行品牌发布会，亮相首款面向具身智能时代的物流配送 机器人斑陌易行T6。秉承 "生态开放、高效建设、合作共赢" 理念，斑陌易行致力为产业提供一整套场 景适配、"乐高式"的产品与技术解决方案。斑陌易行创始人兼CEO陈强表示，目前国内已有200多家城 市开放路权，但末端配送场景机器人渗透率不足1%。"品牌希望做一些足够务实、足够不一样的工作， 助力行业从'单点突破'向'全域协同'升级。" 斑陌易行T6面向复杂的城配场景，产品搭载6m³容量货箱，内部空间经优化布局可显著提升单程载货效 率；车规级验证底盘确保产品在各种路况下的安全与 ...

Core Viewpoint - The company, Qide New Materials (300995), is actively engaged in the robotics sector, providing polymer modified plastics and carbon fiber products for various components, including shells, joints, and gears [1] Group 1: Product Offerings - The company offers high polymer modified plastics for use in robot components such as shells, joints, and gears [1] - Carbon fiber products are being developed for lightweight shells, with a specific project for a humanoid robot shell having received a small batch order from a client [1] Group 2: Business Development - The robotics industry is still in its early development stages, with the company's projects primarily in initial communication and sample verification phases [1] - Current business orders are relatively small and do not significantly impact the company's operational performance [1] Group 3: Future Outlook - The company plans to continue monitoring industry opportunities and enhance communication and verification efforts with leading clients [1] - Further details will be disclosed through the company's public announcements [1]

质疑与反思值得关注 然而，在聚光灯之外，质疑与反思同样值得关注。就在近日举办的达沃斯论坛上，图灵奖得主、"AI教 父"杨立昆直言："现在机器人（核心股）的常识连猫都不如。表演功夫这些都是预编程实现的。"他指 出，尽管许多公司正在建造人形机器人（核心股），但还没有一家企业能够让其"真正聪明和有用"。他 认为，这是行业的"大秘密"。 杨立昆的话虽刺耳，却戳中了当前机器人（核心股）发展的核心痛点：一段时间以来，我们是否过度沉 迷于"表演性智能"，而忽视了"实用性智能"？春晚上机器人可以完成精妙的舞蹈动作，但这些动作往往 基于大量预编程和封闭环境训练。一旦进入开放、动态的真实世界，机器人能否理解复杂场景、应对突 发状况？其认知水平能否接近甚至超越一只猫的适应性？ 差不多在10年前，孩子刚刚要上小学的时候，有一个朋友非常认真地对我说："让孩子学点机器人（核 心股）（课外班），将来有大用！"怎奈形势发展得实在太快，没等孩子学的一鳞半爪机器人知识发挥 作用，社会上机器人已经热得发烫——继2025年春晚上宇树机器人抛手绢扭秧歌一炮走红之后，截至目 前，已有魔法原子、银河通用机器人、宇树科技三家具身智能相关企业先后官宣成为今年 ...

现场，宸境科技基于宇树科技的机器人本体进行二次开发，推出了人形机器人NOMAD与工业级四 足机器人RANGER。在交互演示区，机器人与大家展开实时互动，展示了其在工业巡检、物流配送及 公共服务领域的应用潜力。 据悉，宇树科技已经在多个场景开始测试和部署"LooperRobotics"解决方案。在宇树科技副总经理 王启舟看来，目前具身智能技术的融合进入"深水区"，感知能力的上限将决定机器人的天花板，相信行 业未来会衍生出更多为机器人专门研发的传感器，能够让机器人真正走进"洞察力"时代。 当前，人工智能正加速从数字世界迈向物理世界。具身智能作为物理AI的重要形态，是连接数字 与物理实体的桥梁，也是推动制造业升级的关键抓手。然而，如何让机器人具备高精度的感知与决策能 力，从而实现从实验室到车间、家庭的规模化落地，仍是行业的共同挑战。 1月27日，专注于空间智能技术的科技企业宸境科技在杭州发布具身智能新品牌"LooperRobotics"及 全栈技术产品矩阵。此次发布涵盖了Insight全自主空间智能相机、TinyNav高性能导航算法库以及 RoboSpatial空间编辑工具链，意味着具身智能关键感知硬件、底层算法及 ...

Group 1 - The humanoid robot industry is experiencing strong growth, with accelerated product iterations. Yuzhu is expected to ship over 5,500 humanoid robots by 2025, with mass production exceeding 6,500 units [1] - Elon Musk, CEO of Tesla, indicated the possibility of selling the Optimus robot to the public by the end of next year [1] - The Ministry of Industry and Information Technology (MIIT) is set to release guidelines for the construction of a comprehensive standardization system for humanoid robots and embodied intelligence [1] Group 2 - Shenzhen is encouraging insurance institutions to conduct research in cutting-edge technologies such as humanoid robots [1] - OpenAI has established a humanoid robot laboratory, while Yiyou Technology has launched its first automated production line for robot joints in Zhangjiang, Shanghai, which will help reduce joint costs and accelerate mass production of humanoid robots [1] - UBTECH has partnered with Airbus to explore the application of humanoid robots in the aerospace manufacturing sector [1] Group 3 - Investment activities in the humanoid robot sector remain active, with consumer demand for embodied intelligence expected to accelerate [1] - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects listed companies involved in machine tool manufacturing and services to reflect the overall performance of the machine tool industry [1] - The index's constituent stocks are primarily concentrated in the machinery equipment sector, exhibiting a small to mid-cap style and a strong focus on manufacturing [1]

齐鲁晚报·齐鲁壹点 赵旭 边浩玥 通讯员 李秀玲 在滨州市沾化区的一家化工企业厂区内，一台名为"智巡者一号"的四足机器人正平稳行走。它时而停 下，转动搭载的AI摄像头，"注视"着复杂的管道阀门；时而在中控室大屏上实时上传图像与数据。24小 时不间断，风雨无阻——这并非科幻场景，而是山东星界创新机器人有限公司（以下称星界创新） 用"机器人新质生产力"为传统工业巡检带来的真切变革。 星界创新项目经理刘雪浩介绍，公司落户沾化，正是看中了沾化及周边聚集的约1400家化工企业所形成 的庞大应用场景，毅然将整个化工机器人板块落户于此。依托滨州雄厚的化工产业基础，星界创新实现 产业与市场的精准对接，为企业发展奠定了基础，也为滨州传统产业智能化升级注入了新动能。 四足巡检机器人化身化工园区"智能哨兵" 凭借自研的核心零部件、"AI视觉＋多传感器融合"技术、运动控制算法、机器人感知系统等自主化产品 和技术，结合四足/人形机器人的步态算法，已适应各场景的巡检。在化工/工业厂区，机器人能24小时 无人巡检，监测烟雾、火焰等安全隐患及防护装备合规性；在园区、商场或学校，可实时监测车辆违 规、人员离岗、摔倒、聚集、斗殴及陌生人入内等情 ...

Group 1 - Tianqi Co., Ltd. and Baida Precision Engineering reached the daily limit increase in stock price [1] - Oke Yi saw a stock price increase of over 10% [1] - Huayi Technology, Kaibei Yi, and Green Harmony also experienced stock price increases [1]

Core Viewpoint - Tesla is transitioning from an automotive manufacturer to a physical AI company, focusing on Optimus, FSD, and Robotaxi as the core value drivers for the future [2] Financial Performance - In Q4 2025, Tesla reported total revenue of $24.901 billion, a slight decrease of 3% year-over-year, slightly above market expectations of $24.79 billion [2] - GAAP net profit fell significantly by 61% to $840 million, impacted by intensified price competition in the global auto market and rising operational costs [2] - The overall gross margin increased to 20.1%, the highest in two years, due to falling raw material prices, improved supply chain efficiency, and fixed cost optimization [2] - Automotive revenue in Q4 was $17.693 billion, down 11% year-over-year, with a delivery volume of 418,200 units, reflecting a 15.61% decline [2] - For the full year, total revenue was $94.827 billion, a 3% decline, marking the first annual revenue drop, while GAAP net profit decreased by 46% to $3.794 billion [5] Business Segments - The energy storage business showed robust growth, with Q4 revenue reaching $3.837 billion, a 25% increase year-over-year, becoming a new growth engine for the company [3] - The automotive business continues to face challenges, with a total delivery volume of 1.6361 million units for the year, down 8.6% year-over-year [5] Strategic Initiatives - Elon Musk announced plans to cease production of the Model S and Model X by Q2 2026, repurposing the Fremont factory for Optimus production, aiming for an annual output of one million units [5] - Tesla plans to increase capital expenditures to over $20 billion in 2026, more than doubling from 2025, to support the transition towards AI and robotics [6] - The company has invested approximately $2 billion in xAI to enhance collaboration, emphasizing the critical role of AI chips in the transformation [8] Market Response - Despite short-term pressures from traditional automotive business and profit declines, the market responded positively to Tesla's strategic shift, as evidenced by a rise in stock price following the earnings report [8]