如今，越疆正推动机器人从替代重复劳动的"工具"，进化为能够理解、适应并与人类协同的"智能体"。 （文章来源：21世纪经济报道） 春节前夕，越疆第三批全尺寸工业人形机器人Atom不仅出现在电影院爆米花窗口，还正式启动量产交 付，开始奔赴产业前线。 数据显示，Atom单日可全自主工作14小时，完成超1000杯爆米花制作，表现高效稳定，验证了人形机 器人在商圈影院消费场景中的产业化落地能力。 ...

Core Insights - Robo.ai Inc. has announced the establishment of a joint venture in Dubai focused on embodied intelligence data, marking a significant step in its strategic initiatives [1] - The company has secured its first order to provide 30,000 hours of embodied intelligence robot training data to DaBoss.AI Inc., with a delivery timeline of 12 months [1][3] Order Details and Financial Impact - The order represents a substantial initiation of Robo.ai's "embodied intelligence data port" strategy, confirming the company's business model viability [3] - The contract specifies the provision of 30,000 hours of effective data duration, which includes high-value multimodal raw data such as visual RGB-D, six-degree-of-freedom motion trajectories, and force-controlled tactile feedback, aimed at training L4 and above embodied intelligence models [3] - According to U.S. GAAP standards, the revenue from this business will be consolidated into Robo.ai's financial statements through the joint venture, contributing to the company's cash flow for the fiscal year 2026 [3] Global Strategic Collaboration - The project signifies the official launch of a global strategic collaboration between DaBoss.AI and Robo.ai, integrating GCC regional operations into the joint venture platform [4] - This partnership establishes Robo.ai as a core node in the global embodied intelligence data supply chain, aligning technological standards with regional resources [4] - Aiden Zhu, co-founder and CEO of DaBoss, highlighted the successful transition from a "heavy asset operation" to a "flexible cloud service" model, enabling immediate compliance with high-fidelity physical data for Silicon Valley clients [4] Company Profiles - DaBoss.AI Inc. is a leading AI model data service provider based in Silicon Valley, specializing in high-quality, real-world human interaction datasets and is a strategic partner to several top global AI laboratories [5] - Robo.ai Inc. (NASDAQ: AIIO) aims to build a leading global artificial intelligence machine economy platform, integrating AI software, intelligent hardware, and smart assets to create a unified AI operating system and blockchain-enabled ecosystem [6]

Core Viewpoint - UBTECH Robotics (09880) has seen a stock increase of over 4%, currently trading at 137.7 HKD with a transaction volume of 857 million HKD, following the launch of its new humanoid robot "Tian Gong Hang Zhe DEX" in collaboration with the Beijing Humanoid Robot Innovation Center [1] Group 1: Product Launch - The "Tian Gong Hang Zhe DEX" humanoid robot features significant improvements in stability, motion control, and autonomous operation, aimed at providing tailored solutions for research and education sectors [1] - The robot is designed to cater to four core groups in research and education, enhancing their capabilities in various scenarios [1] Group 2: Technological Advancements - On February 1, UBTECH officially open-sourced its self-developed embodied intelligent model "Thinker," which emphasizes "small parameters, high performance, and full open-source" [1] - The "Thinker" model achieved first place in nine global benchmark evaluations related to spatial understanding, task planning, visual reasoning, and temporal decision-making, marking it as the first lightweight open-source intelligent base in the industrial humanoid robot field [1]

2月13日，深圳市海柔创新智能科技集团股份有限公司(以下简称"海柔创新")正式向香港联合交易所递交 上市申请书，联席保荐人为高盛(亚洲)及中信证券(香港)。 按照规划，海柔创新此次IPO募集资金将主要用于深化技术研发、升级解决方案、完善全球供应链布局 等，旨在进一步巩固其在高速增长的箱式仓储机器人(ACR)赛道中的全球领导者地位。 规模和盈利显著改善：海柔创新的总收入从2023年的8.07亿元同比大幅增长68.6%，至2024年的13.60亿 元，在全球前三大ACR公司中增速最快。至2025年前九个月，其总收入已达12.63亿元。收入增长的同 时，其盈利能力亦同步增强，毛利率从2023年的16.0%提升至2024年的26.3%，2025年前九个月进一步 达到28.9%。 市场前景广阔：ACR因柔性强、效能高、投资回收期短，已成为仓储自动化领域增长最快的解决方 案。据灼识咨询预测，2024年至2030年全球ACR解决方案市场规模年复合增长率达65.7%，2030年将达 910亿元；渗透率预计将从2024年的2.6%提升至2030年的22.7%。 海柔创新成立于2016年，总部位于深圳。招股文件显示，海柔创新是A ...

Core Viewpoint - UBTECH Robotics (09880) has seen a stock increase of over 4%, currently trading at 137.7 HKD with a transaction volume of 857 million HKD, following the launch of its new humanoid robot "Tian Gong Hang Zhe DEX" [1] Group 1: Product Launch - UBTECH has announced the release of "Tian Gong Hang Zhe DEX," a full-size, versatile research humanoid robot developed in collaboration with the Beijing Humanoid Robot Innovation Center [1] - The new robot features significant improvements in stability, motion control, and autonomous operation, providing tailored solutions for research and education across various scenarios [1] Group 2: Technological Advancements - On February 1, UBTECH officially open-sourced its self-developed embodied intelligent model, Thinker, which is characterized by "small parameters, high performance, and full open-source" [1] - Thinker achieved first place in nine global benchmark evaluations related to spatial understanding, task planning, visual reasoning, and temporal decision-making, marking it as the first lightweight, full-stack open-source intelligent base in the industrial humanoid robot sector [1]

午后机器人概念再度走强，双林股份涨超10%，此前百达精工、天奇股份涨停，精锻科技、宏昌科技、 五洲新春、锋龙股份跟涨。消息面上，宇树科技创始人、CEO 王兴兴在接受央视采访时表示具身智能 未来热度或远超移动互联网。如果未来几年，有真正大规模应用的具身智能 AI 模型和机器人技术突 破，那时候热度可能会比现在至少高 100 倍，甚至 1000 倍。 ...

Group 1 - Eastern Airlines is introducing multiple service robots at its main base in Shanghai for the 2026 Spring Festival travel season, aiming to enhance travel services for passengers [1] - The deployed robots cover various service scenarios including check-in, baggage transfer, and information guidance, providing a more efficient travel experience [1][3] - Currently operational robots in the terminal assist passengers with smart Q&A, mobile check-in, ticket changes, and baggage inquiries, responding to voice requests [3] Group 2 - Baggage transport robots are assisting staff by handling oversized and excess baggage, reducing the workload and ensuring faster and more accurate delivery of luggage [3] - Additional types of robots, such as humanoid robots, quadruped robots, and smart wheelchair robots, are set to be introduced to further enhance service capabilities [3]

谷歌DeepMind掌门人Demis Hassabis在达沃斯论坛上描绘了AI的终极图景：不仅要在2026年将AI设计的药物送入临床试验，更预言未来10到15年人类将迎 来"发现的黄金时代"。 在瑞士达沃斯举行的世界经济论坛期间，谷歌DeepMind首席执行官德米斯·哈萨比斯（Demis Hassabis）接受了《财富》杂志的专访。 在这场关于人工智能未来的深度对话中，哈萨比斯不仅披露了谷歌大模型Gemini的最新进展，更重点阐述了AI在生物医药领域的颠覆性潜力，以及智能体 （Agents）和机器人技术的爆发时间点。 剑指"解决所有疾病"：2026年或成转折点 作为AlphaFold（蛋白质结构预测模型）的缔造者，哈萨比斯正试图通过其创立的初创公司Isomorphic Labs将这一技术转化为实际的药物疗法。 他在采访中透露了一个关键的时间节点：2026年。哈萨比斯表示： "我们希望到2026年初，首个药物能进入临床试验阶段。" Isomorphic Labs目前正在研究癌症、心血管疾病和免疫学等多个领域，并已与礼来公司（Eli Lilly）及全球顶级制药巨头建立了合作伙伴关系。目前，该公 司已有17个药物项 ...

天弘中证机器人ETF联接基金（A类：014880，C类：014881）是天弘基金旗下的股票型基金，成立于 2023年7月11日。通过投资于机器人ETF(159770)，紧密跟踪标的指数，追求跟踪偏离度和跟踪误差最小 化。 2025年全球人形机器人出货量约1.86万台，中国企业占据主导地位，其中宇树科技与智元机器人各出货 约5000台，两家合计占全球总量半数以上，凸显国内企业在商业化落地阶段的先发优势。据了解，2026 年全球人形机器人出货量预计将大幅攀升至12万台，中国市场占比将超50%，整机均价降至12万美元， 行业正式从技术验证迈入商业化落地期。 人形机器人作为硬科技核心赛道，企业频获大额融资，智元、北京人形、逐际动力等国内企业完成数亿 至亿美元级融资，持续推动具身智能核心能力进化，助力科技成长赛道提质升级。 政策端，工信部《人形机器人创新发展指导意见》明确提出，2026年底实现核心零部件国产化率80%的 目标，同时培育3-5家全球领先企业，对相关研发项目给予最高5000万元补贴，直接推动核心部件进口 替代进程，为国内人形机器人硬科技发展筑牢政策支撑。此外，2026年科创再贷款扩容至1.2万亿元， 额度覆 ...

早盘，人形机器人概念逆势走强。百达精工（603331）开盘迅速涨停；此外，截至午间休市，天奇股 份、风语筑收获涨停；高测股份、方正电机、万集科技等涨超5%。 | < V 603331 | 百达精工 | [行 Q | | --- | --- | --- | | 19.80 => 18.10 最高 | | 19.80 最低 18.10 | | 10.00% 1.80 换手 12.69% 总手 4.98亿 | | 25.7万 金额 | | 总值 40.03亿 流值 40.03亿 市盈网 50.25 更多 | | | | 山: 年报预披露: 于2026-04-29 披露 2025年年报 . X | | | | 分时 五日 日K 周K 月K 更多 ◎ | | | | 19.80 10.00% | | | | 资金 | | 盘口 | 今日早盘，受隔夜外盘大跌影响，A股主要股指普遍低位运行。截至午间休市，上证指数报4105.04点， 跌0.70%；深证成指跌0.67%，创业板指跌0.96%，科创综指涨0.34%。沪深两市半日成交1.2万亿元，较 前一日同期缩量1256亿元。 股主要股指早盘表现 机器人概念逆势活跃 A | ...