Market Overview - As of July 14, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) closed up 0.30%, with leading stocks such as Stone Technology rising by 9.61% and Aobo Zhongguang by 4.18% [1] - The Robot ETF (562500) showed a strong performance, closing up 1.78%, with leading stocks like Buke Co., Ltd. rising by 11.52% [1] - The trading volume reached 1.135 billion yuan, indicating a robust market activity with a turnover rate of 7.57% [1] Industry Trends - The robot concept stocks exhibited strong performance throughout the day, indicating a significant capital inflow [1] - The PEEK materials, Yushu Robotics, and reducer concept indices rose by 5.31%, 3.13%, and 2.90% respectively, reflecting the market's confidence in the commercialization of humanoid robots [1] - The acceleration of humanoid robot commercialization is supported by major contracts won by companies like Zhiyuan and Yushu Technology [1] Company Developments - Meta's CEO Mark Zuckerberg announced plans to invest "hundreds of billions" in building multiple large-scale AI data centers, including the first cluster "Prometheus" expected to launch in 2026 [2] - Robotics supplier "Langyi Robotics" completed a multi-million angel round financing led by Inno Angel Fund, focusing on mass production and technology upgrades for embodied navigation modules [2] - Amazon launched a preview version of its AI programming tool Kiro, which collaborates with programmers to define requirements and system designs before coding [2] Institutional Insights - Zhongyou Securities highlighted that the humanoid robot industry is undergoing a critical transition from technology validation to industrialization, with global competition and ecological restructuring as key features [3] - The investment strategy emphasizes companies with capabilities in "mass production + cost control + scene adaptation," as well as leaders in core components and AI algorithms [3] ETF Highlights - The Robot ETF (562500) is noted as the only fund in the market with over 10 billion yuan in scale, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is characterized as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [5]

【观网财经丨智能早报 7月15日】 昨日，黄仁勋与小米集团创始人、董事长兼CEO雷军的两张在北京的合影流出。 在两张照片中，黄仁勋依旧身穿标志性的皮衣，而当天北京的气温高达35度。其中一张照片显示二人站 在一处中式古建筑前，充满笑意；另一张照片中，二人站在一辆小米汽车旁，对着镜头比出大拇指。 全球首个 AI 智能体安全测试标准发布 日前，世界数字科学院（WDTA）在联合国日内瓦总部正式发布AI STR系列新标准《AI智能体运行安 全测试标准》，标准由蚂蚁集团、清华大学、中国电信牵头，联合普华永道、新加坡南洋理工大学、美 国圣路易斯华盛顿大学等二十余家国内外机构、企业及高校共同编制，为全球首个单智能体运行安全测 试标准。（中国日报） 马斯克称不支持特斯拉与xAI合并 7月14日，特斯拉首席执行官马斯克在社交平台回复帖子称，"（特斯拉投资xAI）这不是我说了算。如 果由我决定，特斯拉早就投资xAI了。我们将就此事举行股东投票。"据悉，当地时间周日晚上，一名网 友向马斯克建议，称特斯拉必须向xAI投资，否则对特斯拉散户股东来说不公平。马斯克随后回复这名 网友称，这不由他决定，特斯拉股东将为此进行投票。随后，马斯克又 ...

此外，首程控股旗下REITs项目涵盖写字楼、园区、公寓、交通枢纽、停车场等多个城市高频空间场 景，本就是机器人最具商业化潜力的落地点。这类城市空间资产的稀缺性和稳定租金收益，为首程机器 人业务的试错、优化和复制，提供了最扎实的"现金流土壤"和"场景实验田"。 而往后，伴随着机器人加速从"能看"走向"能用"，落地场景从B端扩展到C端，从展示中心走入产业一 线。 在这场交付浪潮中，首程控股有望凭借"左手REITs，右手机器人"的战略布局，被市场重新审视。 近日，智元机器人与宇树科技分别中标中国移动杭州子公司总额达1.24亿元的人形机器人采购项目，为 当前国内机器人订单市场树立了新的标杆；而在高端医疗场景，国产SHURUI蛇形臂单孔机器人完成全 球首例胰十二指肠切除术，向世界展示了中国医疗机器人技术的新高度。多个重量级项目陆续落地，印 证着"AI+具身智能"正从概念走向实用化。 值得注意的是，其中宇树科技是首程控股重点关注的具身智能赛道公司。 早在6月26日，首程控股于首 钢园举办的机器人大会上，包括云深处、星海图、宇树、松延动力等50+企业集体亮相，背后便是首 程"机器人国家队"级别的战略集群。此外近日，首程控股 ...

英国利兹大学和伦敦大学学院研究团队携手开发了一款人工智能（AI）系统，成功让四足机器人获得 类似猫狗等动物对环境的适应能力，并使其能在陌生地形中自主调整步态，实现智能导航。这项研究发 表于新一期《自然·机器智能》期刊。 新AI系统就像给机器人注入了生物本能，其不仅能模仿动物的小跑、奔跑、跳跃等动作，更学会了根 据地形实时决策，就像真正的生命体那样应对未知环境。实验显示，"克拉伦斯"在不平坦的木材上、松 散的木屑上以及杂草丛生的植被间等复杂地形中都能灵活调整步态。 新AI系统实现了三大创新：首次实现了动物运动所有三个关键组成部分——步态过渡策略、步态程序 记忆和自实时调整的集成，实现了从虚拟训练到现实应用的直接转化，以及赋予机器人自主决策能力， 而无需人工干预。 研究团队希望，该技术将在灾害救援、太空探索等领域发挥重要作用。比如在核泄漏等危险环境中，这 类机器人可替代人类执行任务。未来，他们还将开发跳跃、攀爬等更复杂的动态技能，最终目标是打造 像生物一样灵活的人形机器人。 （文章来源：科技日报） 研究团队从自然界获得灵感，将猫、狗、马等四足动物根据需要调整步态以节省能量、保持平衡、应对 威胁的生存智慧融入AI系 ...

每经记者｜杨煜 每经编辑｜董兴生 丨 2025年7月15日 星期二 丨 据北京亦庄公众号消息，近日，北京人形机器人创新中心有限公司与李宁（中国）体育用品有限公司签 署战略合作协议，共同揭牌"人形机器人运动科学联合实验室"。这意味着，全国首个人形机器人运动科 学联合实验室正式落地北京亦庄。 点评：体育与机器人科技的跨界融合加速，凸显从工业机器人向生活化、高精度应用拓展的趋势，吸引 风投涌入高成长赛道。值得思考的是：技术落地如何平衡伦理风险，以及如何催生新产业蓝海（如康复 医疗或赛事服务）。长远看，中国需加强核心算法研发，避免依赖进口部件，以稳固全球领导地位。 NO.3 鸿博股份：上半年业绩同比扭亏为盈 7月14日，鸿博股份发布2025年半年度业绩预告，预计归属于上市公司股东的净利润为2980万元至4420 万元，上年同期为亏损3956.40万元。报告期内，公司全资子公司北京英博数科科技有限公司算力项目 验收完成，使得公司营业收入较上年同期大幅增长，净利润扭亏为盈。 点评：上半年业绩同比扭亏为盈彰显鸿博股份的战略转型成果，预计将提振投资者信心。行业趋势方 面，算力项目验收完成印证了人工智能基础设施需求的爆发性增长 ...

Core Viewpoint - Shanghai Kepler Robotics Co., Ltd. is focusing on strategic partnerships with listed companies in the automotive and robotics supply chain rather than traditional financial investors to enhance its capabilities and resources in the humanoid robotics sector [6][10]. Financing and Investment - Kepler completed an A+ round of financing on July 9, 2023, with new investors including listed companies Taotao Automotive and Furande, alongside previous investors from its A and Pre-A rounds [6][7]. - The company aims to build an industrial chain resource and address key component shortages in humanoid robotics, emphasizing that financial investors may not provide the necessary industry empowerment [6][10]. Industry Collaboration - The seven listed companies involved in Kepler's financing primarily focus on upstream component manufacturing and material supply, which can be leveraged for humanoid robotics development [8]. - Kepler is forming joint ventures with some of its investors to enhance collaboration and resource integration, such as establishing a company focused on robotic dexterous hands [9]. Product Development Strategy - Kepler adopts a "hardware-first" approach, believing that a stable and cost-effective hardware foundation is crucial for success in the humanoid robotics market [12][13]. - The company is developing both bipedal humanoid robots and wheeled robots, with the latter being seen as a transitional form for factory deployment [16]. Market Potential and Challenges - The humanoid robotics market is expected to see significant growth, with Kepler projecting a production capacity of 500 units per year from its new assembly plant [17]. - The company anticipates that its humanoid robots will be commercially viable in industrial settings, particularly for repetitive tasks, despite current challenges in scaling production [14][18]. Financial Considerations - Kepler's pricing strategy aims to provide a cost advantage in the market, with its "Pioneer K2" robot priced at approximately $30,000, which is competitive compared to traditional labor costs [13][17]. - The company is cautious about overextending financially, focusing on product development and market readiness before pursuing large-scale financing [18].

7月14日，人形机器人板块走势活跃，步科股份、长盛轴承均涨逾11%，新时达、安乃达等多只股票涨 停。近期，人形机器人板块事件持续催化。一方面，上海智元新创技术有限公司（简称"智元机器人"） 及其核心团队共同出资设立的持股平台拟入主上纬新材；另一方面，中国移动采购与招标网显示智元机 器人和宇树科技中标中移（杭州）信息技术有限公司人形双足机器人代工服务采购项目。 分析人士认为，当前时点人形机器人板块具备较高配置性价比，短期需要重点关注由事件催化的行业景 气度波动。 行业事件持续催化 7月14日，人形机器人板块爆发。Wind数据显示，万得人形机器人指数当日上涨2.15%。 ● 本报记者 吴玉华 人形机器人板块成分股中，有多只股票中报业绩预喜。例如，宏英智能7月14日晚间公告称，预计2025 年上半年归属于上市公司股东的净利润为1200万元-1650万元，同比增长329.57%-490.66%；扣除非经常 性损益后的净利润为1000万元-1450万元，同比增长391.72%-523.00%。 埃斯顿7月14日晚间公告称，预计2025年上半年扭亏为盈，同比增长100%至120.43%。对于业绩预增原 因，埃斯顿表示，业 ...

Core Viewpoint - The European Union is set to hold a meeting with representatives from X, the social media platform owned by Elon Musk, following the release of anti-Semitic content by its AI chatbot Grok [1] Group 1 - EU officials will meet with X platform representatives on Tuesday to discuss the incident involving Grok [1] - Thomas Reyner, spokesperson for the European Commission on digital affairs, confirmed that this meeting is part of the routine oversight activities of the EU Commission [1]

Core Insights - The year 2025 is anticipated to be a milestone for the embodied intelligence robot industry, marking the beginning of mass production [1] - Shenzhen is positioning itself as a leader in the embodied intelligence sector, with significant investments and initiatives aimed at creating a robust ecosystem [2][3] Industry Developments - The establishment of the Huawei Cloud Embodied Intelligence Industry Innovation Center in Shenzhen's Bao'an district is a key development, attracting major companies and startups in the AI and robotics fields [1][4] - The market for embodied intelligence is projected to exceed 1 trillion yuan by 2026, with significant growth expected over the next five years [2] - Shenzhen's action plan for embodied intelligence aims to create a leading innovation ecosystem and attract major industry players [2][3] Investment Landscape - The embodied intelligence sector has seen a surge in investment, with 101 financing events recorded since March 2025, indicating strong market interest [5] - Notable companies in the sector have secured significant funding, reflecting the growing confidence in the industry's potential [5] Technological Integration - The integration of embodied intelligence with traditional manufacturing is seen as a natural advantage for Bao'an, supported by strong hardware foundations and technological advancements from companies like Huawei [6] - A comprehensive ecosystem is forming in the region, with key players and startups collaborating across the entire supply chain of embodied intelligence [6]

Market Overview - The A-share market showed a slight increase with the Shanghai Composite Index rising by 0.27%, while the Shenzhen Component and ChiNext Index experienced minor declines. The North Exchange 50 Index increased by 0.55%. Overall trading volume in the Shanghai and Shenzhen markets was 1.48 trillion, down by over 200 billion from the previous day, indicating a temporary market consolidation [1][3]. Sector Performance - Despite minor index fluctuations, over 3,000 stocks saw gains, suggesting a generally positive performance among individual stocks. The robot concept sector stood out, with humanoid robots and reducers experiencing significant gains, driven by market optimism regarding the integration of AI and manufacturing, supported by government policies [3]. - The precious metals sector also performed well, with Hunan Silver hitting the daily limit and Zhongjin Gold reaching near the limit during trading. This is attributed to high international gold prices and increased investor interest due to inflation expectations [3]. - The paper industry saw a sudden surge in the afternoon, with companies like Forest Packaging and Yibin Paper hitting the daily limit, likely due to anticipated price increases and low industry inventory levels [3]. - The electric power sector experienced high volatility, with companies like Jiantou Energy and Yunnan Energy hitting the daily limit, driven by rising electricity demand as temperatures increase [4]. Market Sentiment - The market reflects a dual sentiment: investors are seeking sectors with policy support and strong earnings expectations, such as robotics and electricity, while gradually withdrawing from previously high-flying sectors lacking earnings support, such as the financial sector and gaming stocks [4][5].