(石飞月 摄影） 本报（chinatimes.net.cn）记者石飞月 北京报道 融资、新品、订单……仅2月13日一天，智元就释放出一连串利好消息。但这些利好并不单属于智元自 己，它孵化的一众上下游"小弟"也跟着刷屏，机器人本体、机器人租赁、机器人数据等产业链上下游都 在冒泡。这家公司从一开始就没打算只做一锤子买卖，而是在下一盘大棋。 天眼查工商信息显示，截至目前，智元对外投资的公司（存续或在业）已达48家，其持股超50%的有10 家。这不是单纯造机器人，这是在打造一个属于智元的具身智能"宇宙"。在业内人士看来，智元有华为 的基因，现在走的也正是华为当年那条路——自己做产品，更要养生态。这条路走通了，没人挡得住， 但路上的坑，也一个不会少。 打造产业"宇宙" 2月13日，智元控股的觅蜂科技宣布完成数亿元种子轮与天使轮融资，由红杉中国领投，鼎晖VGC、BV 百度风投、云锋基金、慕华科创等顶级资本跟投，均普智能、灵初智能等产业机构同步参与；2月11 日，同样由智元控股的临界点（AGILINK）宣布完成新一轮数亿元融资，由头部互联网大厂领投，BV 百度风投、云锋基金等顶级资本参与，Synstellation Cap ...

（原标题：智元机器人新专利公布，可提高机器人控制的精度） 企查查APP显示，近目，智元创新（上海）科技股份有限公司申请公布"机器人控制方法、模型训练方法、机器人、介质及产品"专利。 专利摘要显示，本公开涉及人工智能领域。方法包括：获取场景图像以及机器人控制指令；对场景图像以及机器人控制指令进行特征提取处理， 得到第一特征向量以及第二特征向量，第一特征向量为融合场景图像的特征以及机器人控制指令的特征的特征向量，第二特征向量为表征机器人 控制指令的特征向量；基于第一特征向量以及第二特征向量进行查询处理，得到与第二特征向量关联的关联持征向量；对关联持征向量进行动作 预测处理，得到机器人的目标动作；根据目标动作对机器人进行控制。本公开的方法可以提高机器人控制的精度。 相关ETF | 人工智能AIETF | (产品代码: 515070) | | --- | --- | | ★ 跟踪：中证人工智能主题指数 | | | 近五日涨跌:4.64% | | | 市盈率: 62.42倍 | | 资金流向: 最新份额为54.2亿份, 增加 了1200.0万份,净申赎 2419.0万元。 估值分位: 62.53% 机器人ETF (产品 ...

新京报贝壳财经讯（记者韦博雅）2月13日，智元机器人正式发布全新一代全尺寸人形机器人远征A3。在宣传视频中，远征A3接连完成凌空飞踹、连续飞 踢、空中漫步、摸地旋风等高难度动作，展现在本体和运动控制算法方面的突破。智元介绍，远征A3系列定位于导览导购、文娱商演等高频人机互动场 景。 编辑 岳彩周 校对 柳宝庆 智元人形机器人远征A3。智元供图 ...

Group 1 - The 2026 CCTV Spring Festival Gala will feature embodied intelligent robots, marking a significant technological highlight, with Magic Atom as the first strategic partner in this domain [1] - The strategic partnership between Lingyi Zhizhao and Magic Atom focuses on the embodied intelligence sector, emphasizing robot manufacturing services, production line expansion, and overseas business development [2] - Lingyi Zhizhao's nearly 20 years of experience in precision manufacturing for consumer electronics is being leveraged to support the embodied intelligence strategy, which includes a comprehensive capability from core component development to assembly and application [2] Group 2 - The collaboration between Lingyi Zhizhao and other companies like Green Harmony and Huichuan Technology forms a precision manufacturing ecosystem that supports Magic Atom's robot project for the Spring Festival Gala [3] - This ecosystem not only provides full-chain support for the Spring Festival performance but also enhances the competitiveness of China's embodied intelligence industry [3] - Lingyi Zhizhao is positioned as a core manufacturing platform, accelerating the transformation and large-scale implementation of technological achievements through deep collaboration with partners [3] Group 3 - The Spring Festival Gala is expected to catalyze opportunities in the embodied intelligence industry, with Magic Atom benefiting from increased attention and traffic [4] - Lingyi Zhizhao's precision manufacturing capabilities combined with Magic Atom's algorithms provide essential support for the deployment of robots across various sectors [4] - The establishment of a super factory in Beijing will ensure large-scale production capacity, facilitating the transition of embodied intelligence from laboratories to households [4] Group 4 - The robot performance at the Spring Festival Gala represents a milestone in the maturation of China's embodied intelligence industry, transitioning from concept to large-scale implementation [5] - The strategic cooperation between Lingyi Zhizhao and Magic Atom, along with the supporting precision manufacturing ecosystem, is driving this transformation [5] - Lingyi Zhizhao is anticipated to experience explosive growth in its embodied intelligence business in 2026, positioning itself as a key player in the global market [5]

Core Insights - The robot rental market experienced unprecedented consumer demand during the 2026 Spring Festival, with the rental platform Qingtian Rental achieving full bookings for its robot equipment over the seven-day holiday, marking a significant milestone for embodied intelligence technology entering the mass consumer market [2] - Qingtian Rental received over 1,000 orders related to the Spring Festival by February 12, with total orders expected to exceed 5,000, resulting in an estimated 80% month-over-month growth in overall GMV, setting a historical high for the robot rental industry during the Spring Festival [2] Order Growth and Market Dynamics - The order growth rate in the industry is showing a stepwise increase, with a 30% month-over-month growth in the two weeks leading up to the Spring Festival, expanding to 47% in the week before the holiday, and an expected growth of over 60% during the Spring Festival week, with a sustained high growth rate of around 50% post-holiday [4] - The core feature of this Spring Festival's robot rental market is a simultaneous increase in both volume and price, driven by Qingtian Rental's "999 yuan nationwide robot experience plan," which quickly tapped into standardized demand for scenarios like New Year greetings, proposals, and family interactions, accounting for 15% of total orders [4] Consumer Base and Geographic Expansion - Notably, 30% of the platform's rental users during the Spring Festival were first-time renters, indicating a shift in the consumer base from professional institutions to ordinary individuals [5] - Demand for robot rentals is expanding from core cities to a nationwide scale, with first-tier cities like Shanghai, Beijing, and Shenzhen remaining key markets for high-value and complex orders, while new first-tier cities such as Suzhou, Hangzhou, Chengdu, and Chongqing are showing significant order growth, alongside emerging third and fourth-tier cities [5] Supply Chain and Industry Challenges - Qingtian Rental currently has over 3,000 robots available for dispatch, with a service network covering over 100 cities nationwide, supporting the high-density demand during the Spring Festival [5] - The booming consumer demand has revealed shortcomings in the supply side of the industry, with challenges such as high investment, lack of technical knowledge, and insufficient orders being significant barriers for ordinary individuals entering the robot rental market [5] Strategic Initiatives - In response to these challenges, Qingtian Rental launched a national city partner strategy on February 13, aiming to lower entry barriers for the industry and build a nationwide robot rental service network, with the first city partner strategy conference scheduled for March in Shanghai [6] - The city partners will receive support in four key areas: equipment, technology, operations, and traffic, focusing on localized delivery and service while the platform manages products, technology, traffic, and branding [6] Market Outlook - Qingtian Rental's CEO expressed confidence that the robot rental market will grow from 1 billion to 10 billion yuan by 2026, supported by supply, workforce, and demand factors, with 2025 being the year of mass production for robots and significant capacity release expected in 2026 [7] - The demand for robot rentals is gradually expanding from B-end to small B-end and C-end markets, indicating a continuous growth in the consumer base [7]

Core Viewpoint - The opening of the Huasight AI 7S flagship store in Wuhan marks a significant development in the local robotics industry, showcasing a complete chain from research and production to sales of humanoid robots [4][6]. Group 1: Store Features and Offerings - The flagship store features a 500 square meter space with 12 application scenarios, including smart health, intelligent education, and interactive projects like 3D printing and robot operation [5]. - Products range from 298 yuan for a drone football to humanoid robots costing several hundred thousand yuan, catering to various consumer needs [5]. - The store adopts a "7S" service model, integrating display, sales, solutions, training, service, ecological sharing, and experiential scenarios [5]. Group 2: Industry Collaboration and Development - Huasight Group has established deep strategic partnerships with over 10 leading robotics companies in China, allowing local consumers to purchase and customize AI products conveniently [5][6]. - The store's location in the Wuhan Digital Innovation Building is strategic due to the dense AI industry atmosphere in the area, facilitating collaboration with the nearby Jingchu Humanoid Robot Company [6]. - The establishment of the flagship store and the nearby production facility enhances the local robotics industry's supply chain, promoting the integration of humanoid robots into various sectors [6].

2月13日，智元机器人发布全新一代全尺寸人形机器人远征A3，这款以"绝世高手"为主题亮相的产品， 凭借凌空飞踹、空中漫步、摸地旋风等一系列高难度动态动作，展现出了在人形机器人本体设计与运动 控制算法领域的技术突破。 能源续航是商用机器人落地的关键指标，远征A3首创电池嵌入式躯干设计，搭配外观嵌合双电池系 统，满电状态下综合续航最高可达8小时，结合快速换电与充电技术，能够满足商用场景下一天的工作 续航需求。 在人机交互层面，这款产品搭载了升级版多模态交互系统，实现端到端主动陪聊，无需唤醒词即可完成 自然交流，物理触碰如拍肩膀的方式也可唤醒机器人，大幅降低了非专业用户的交互门槛。同时，远征 A3接入智元灵渠OS，兼容ROS生态，还支持智元灵创、灵心平台并开放底层接口，为行业开发者提供 了更多的二次创作与功能开发空间。 长期以来，动态平衡能力不足、高速运动稳定性差、复杂动作连贯性弱等问题，一直是制约全尺寸人形 机器人商用化的核心技术瓶颈。而远征A3首次在商用级全尺寸人形机器人上实现了"武打演员级"的动 作表现力，将行业的运动控制能力提升至新高度，也进一步拓宽了人形机器人在内容创作、文化演出等 领域的应用可能性。 （ ...

2026年春节期间，机器人租赁需求正在集中释放。近日有租赁厂商告诉南都N视频记者，手中的订单从 上月底就已排到3月份，为了应对春节档正准备入手更多机器人。 春节假期订单破千，首次租赁用户占比约三成 擎天租是智元机器人旗下租赁平台，于去年年底上线。据披露，平台三周内注册用户突破20万，日均订 单超200单，并已于今年1月完成种子轮融资，引入高瓴创投、复星创富等资本。 近期，擎天租推出"999元全民机器人体验计划"，可以999元一天的价格体验此前智元在其自办晚会《机 器人奇妙夜》演出的机器人。该计划受到广泛关注。 而叠加春节租赁热，擎天租的订单近期也在攀升。平台数据显示，截至2月12日，平台已累计收到覆盖 春节假期的订单超过1000单。综合当前已下单及预约情况测算，整个春节假期平台整体GMV预计环比 涨80%。截至春节假期结束，平台累计订单量预计将突破5000单。 擎天租方面透露，从整体成交额来看，春节期间机器人租赁市场仍呈现出量价齐升的特征。平台数据显 示，春节前两周，平台订单量环比增长30%，春节前一周的订单量增速进一步放大至47%。平台预计， 春节当周订单量环比增长将超过60%，节后仍将保持50%左右的高位 ...

虽然离正式开启还有几天的时间，五棵松万达广场已经满满的AI元素，多款人形机器人正在这里"逛商 场"——参展的人形机器人已经陆续开展测试，准备以最佳的状态与市民正式见面。门口是机器人舞狮 表演的舞台，三只"小狮子"正在进行演练，左摇右摆、摇头晃脑的，煞是可爱。再往里走，新春许愿塔 已经搭建好了，高大的塔身上，国潮版、非遗版、科技版、剪纸版风格的奔马图轮番亮相。等活动开始 的时候，人们可以通过互动装置把自己的祝愿"写"到塔身上。 本报讯（记者孙颖 刘苏雅）正月初三至初七，"骐骥驰骋 AI在海淀过大年"——海淀新春科技庙会将在 五棵松万达广场、海淀大悦城、中关村大融城举行，邀您一起来，跟机器人交个朋友。昨天下午，记者 探营主会场五棵松万达，提前为您"剧透"科技庙会精彩活动。 海淀新春科技庙会将在五 棵松万达广场、海淀大悦城、中关村大融城等地举行。本报记者王海欣 摄 ...

★ 跟踪：中证动漫游戏指数 （原标题：北京人形机器人创新中心公布新专利，可使机器人具备零样本自反思能力） 个查查APP显示，近目，北京人形机器人创新中心有限公司申请公布"机器人零样本自反思任务规划方法与系统"专利。 专利摘要显示，本公开涉及机器人零样本自反思任务规划方法与系统，包括：通过零样本感知模块解析场景彩色图像，获取场景特征描述、物体 检测框和像素级掩码信息；将场景特征描述和任务指令输入任务规划模型生成初步任务规划，再由反思判断模型生成高级任务规划；由当前的子 任务确定目标物体检测框，通过目标跟踪模型预测其位置并判断运动状态；当目标物体静止时，基于其彩色深度图像，由抓取检测模型生成候选 抓取姿态，并由视觉语言模型生成抓取建议区域，通过评价指标筛选最优抓取姿态；子任务执行后，由反思判断模型分析任务状态，成功则继 续，失败则进行分析和规划修正，直至任务完成。本公开方法使机器人具备零样本自反思能力，提升任务鲁棒性。 相关ETF | 人工智能AIETF | | --- | | (产品代码: 515070) | | ★ 跟踪:中证人工智能主题指数 | | 近五日涨跌:4.64% | | 市盈率:62.42倍 | ...