就是说，这几天还有哪档晚会节目是没有机器人现身的吗？ 光是过年全家乐的央视除夕春晚，就有好几家具身智能公司的机器人宣布将亮相。 大厂小厂密集入局，资本追逐、媒体传播……具身机器人几乎成了继AI大模型后，下一轮科技叙事的中心。 一边是繁花似锦的视觉盛宴，各种高难度动作频频刷屏，让大众因为"看见"而开始对具身智能的未来深信不疑。 另一边，充满了行业对"真实价值"的迫切期待，大家开始关心，这些机器人什么时候能真正走进工厂、处理琐碎，释放出实实在在的生产力。 这种期待，其实折射出具身智能正在经历的一场范式演进。 机器人要真正成为生产力，核心含金量终究要落在"自主性"上。目前的"人工辅助"或"单步遥操"在技术验证阶段是合理路径，也有助于积累数据与经验。 但如果一个机器人在执行过程中频繁停顿、修正缓慢，人类就不得不高频次介入，打断自动化流程。 如果每台机器人都需要一个人类兜底，那……（不讲不讲.gif） 只有一个人能同时监管十台甚至一百台、一千台机器人的时候，只有每台具身机器人都能在长时间任务中持续决策、持续修正、持续执行的时候，大家密 切关注的具身智能才不是一种空谈。 所以不难理解为什么小米的第一个具身VLA大模型，抓 ...

2月11日，长兴县公安局巡特警大队开展街面巡逻，守护春节前平安。图为巡逻机器人吸引了孩子们的 目光。 记者 三石 摄 （来源：湖州日报） 转自：湖州日报 ...

Group 1 - The core viewpoint of the article is that Jinlu Electronics (301282.SZ) has applications for its PCB products in the industrial robotics sector, but this is not currently a major application area for the company [1] Group 2 - The company has indicated its engagement with the industrial robotics field, suggesting potential future growth opportunities [1] - The current focus of the company's products lies outside the industrial robotics sector, highlighting a possible area for strategic development [1]

瑞银集团最新报告指出，人形机器人正加速从概念验证迈向工业应用，2026年全球需求量预计将达到3万台。 分析师Phyllis Wang在本周发布的报告中表示，随着机器人逐步具备"大脑"，其在工厂车间与仓库中执行重复性任务的能力显著提升。 尽管今年仅有少数机器人能在工业场景下自主完成简单任务，但增长势头已初步确立。 报告进一步指出，若工业现场应用取得突破，2027至2028年需求预测存在明显上行空间。头部制造商已着手产能布局，特斯拉计划建设 年产100万台Optimus机器人的产线，预计2026年底投产。 2027-28年迎来增长高峰 瑞银维持2026年全球人形机器人需求3万台的基准预测，但同时提示上行风险。若人工智能技术加速演进或客户反馈积极推动采用率提 升，乐观情境下需求可达3.5万台，极端情境下有望上看4万台。 分析师Phyllis Wang强调，一旦工业场景应用取得实质性突破，2027至2028年的需求预测将面临显著上行空间，真正的出货放量有望在 这一时期集中释放。 瑞银认为，尽管机器人智能水平与客户期望仍有差距，但制造商的产能扩张计划已释放出对市场前景的明确信心。 中国企业占据主导 特斯拉领跑产能扩张 ...

Group 1 - The company is actively focusing on the humanoid robot sector and is engaging with both domestic and international clients in this field [2] - The material verification of high-strength, high-yield, non-heat-treated die-casting aluminum alloy for a European humanoid robot joint axis is progressing in an orderly manner [2] - The company will fulfill its information disclosure obligations in accordance with requirements as developments occur [2]

Core Insights - Kaierong High-Tech Co., Ltd. signed a strategic cooperation agreement with the Beijing Humanoid Robot Innovation Center to collaborate on the national-level general embodied intelligence platform "Wisdom Opens Things" focusing on environmental detection and intelligent manufacturing in the automotive sector [1][2] Group 1: Strategic Cooperation - The partnership aims to leverage each party's strengths to implement the "Wisdom Opens Things" platform in practical applications within environmental detection production lines and automotive parts manufacturing workshops [1] - The cooperation will enhance the intelligent upgrade of both sectors by integrating intelligent robots into industrial production practices [1] Group 2: Technological Advancements - The Beijing Humanoid Robot Innovation Center possesses core advantages in embodied intelligence technology, having developed a general embodied intelligence platform capable of "one brain, multiple functions" and "one brain, multiple machines" [1] - This platform addresses key software technology challenges for robots, enabling them to understand tasks, decompose actions, and autonomously correct errors, thus facilitating a transition from single-scene operations to multi-scene and multi-task adaptability [1] Group 3: Company Background and Vision - Kaierong High-Tech has extensive experience in the environmental detection equipment and automotive parts sectors, having entered the robotics field in 2025 with three core initiatives [2] - The company established a humanoid robot testing center in collaboration with research institutions, launched intelligent devices for precise detection of robotic hand performance, and invested in a humanoid robot manufacturing company, becoming its largest shareholder [2] - The chairman of Kaierong High-Tech emphasized the company's practical approach to transformation, focusing on real problems and seeking genuine technology solutions to integrate robots into their operations effectively [2]

Group 1 - The company is involved in the production of precision structural components related to humanoid robots, including flexible and rigid wheels for harmonic reducers and elastic bodies for six-dimensional force sensors [2] - The company responded to an investor inquiry on an interactive platform regarding its involvement in the humanoid robot concept [2] - The company's stock code is 301210.SZ, indicating its listing on the Shenzhen Stock Exchange [2]

灵心巧手表示，在产业智能化浪潮的关键节点，作为具身智能的关键组成部分，灵巧手正承载着物理交 互"最后一厘米"的核心使命，公司计划在2026年实现5万—10万台的交付规模，以此驱动灵巧操作的技 术变革。 灵心巧手成立于2023年7月，公司旗下Linker Hand系列灵巧手全面覆盖各类垂直和细分场景，并对腱 绳、直驱、连杆等技术路线实现全覆盖，以高性能、高耐用性、高可靠性表现领先全行业，现已成为全 球唯一月产千台高自由度灵巧手的公司，占全球高自由度灵巧手市场份额的80%以上。 2025年12月，在紫荆文化集团主办的首届香港国际AI艺术节期间，灵心巧手联合创始人苏洋在接受中 国基金报记者专访时表示，三年内灵巧手价格将降至500元以下。 据其介绍，在国外，一只灵巧手要卖到110万元—160万元，但现在灵心巧手同类型同参数的灵巧手价格 只要5万元。 "如果灵巧手的价格不降到足够低，机器人就将永远活在科研领域。因此，一定要走到更大规模的应用 场景。中国制造业上下游都很齐备，我们一定要利用这个优势，通过更好的场景去补充生产力，把整个 产品的可靠性、应用性及更低的价格做出来。"苏洋当时表示。 【导读】灵心巧手完成近15亿元 ...

Core Viewpoint - The company, United Optoelectronics (300691.SZ), is enhancing its operational capabilities by entering into a business cooperation framework agreement with Wuhan Lingzhi Cloud Innovation Technology Co., Ltd. to provide assembly and related services for various types of robots, aligning with its strategic focus on optical manufacturing [1]. Group 1 - The company held its fourth board meeting on February 10, 2026, to approve the signing of the business cooperation framework contract with Lingzhi Cloud Innovation [1]. - The agreement aims to ensure a smooth transition of the supply chain following business adjustments and is expected to improve the company's capacity utilization [1]. - The transaction pricing is based on market principles, ensuring fairness and not harming the interests of the company or its shareholders, particularly minority shareholders [1].

Core Viewpoint - The company, United Optoelectronics (300691.SZ), has announced a strategic partnership with Wuhan Lingzhi Cloud Creation Technology Co., Ltd. to enhance its operational capabilities and align with its development strategy in the optical industry [1] Group 1: Business Cooperation - The company will sign a Business Cooperation Framework Agreement with Lingzhi Cloud Creation, which includes the assembly and processing of various types of robots (transport robots, service robots, disinfection robots, etc.) [1] - This transaction aims to improve the company's capacity utilization and leverage its manufacturing advantages in high-end precision manufacturing [1] Group 2: Strategic Alignment - The agreement aligns with the company's focus on its optical core business and supports its overall development strategy [1] - The pricing of the transaction follows market principles, ensuring fairness and reasonableness, and does not harm the interests of the company or its shareholders, particularly minority shareholders [1]