国泰海通｜机械：1X Technologies 发布“世界模型”，Skild AI 获14亿美元融资

Group 1: Core Insights - 1X Technologies has launched the "1X World Model," enabling the NEO robot to achieve autonomous learning, marking a significant advancement in embodied intelligence from remote operation to full autonomy [1] - A strategic technology partnership has been announced between Humanoid and Schaeffler, aiming to integrate hundreds of humanoid robots into Schaeffler's production facilities over the next five years [1] - Predictions from notable investors suggest that Tesla's upcoming Optimus V3 humanoid robot will surpass the company's achievements in the automotive sector [1] Group 2: Domestic Developments - Matrix Superintelligence has unveiled the MATRIX-3, a new generation of safe, autonomous, and generalized physical intelligence robots [2] - The Kepler humanoid robot "K2 Bumblebee" successfully completed the world's first human-robot collaborative welding operation at a height of 20 meters [2] - Hubei province has completed the first inter-company transaction of embodied intelligence data, selling thousands of hours of training data to Zhiyuan Robotics [2] - Chinese humanoid robot companies, including Zhiyuan, Yushu, and Zhongqing, showcased their innovations at CES 2026 [2] Group 3: Investment and Market Trends - The financing demand in the robotics sector is increasing, with Skild AI raising $1.4 billion led by SoftBank and NVIDIA to develop a general-purpose robot "brain" [3] - Domestic self-variable robotics has secured 1 billion yuan in A++ round financing led by ByteDance, attracting investments from three major internet giants [3] - The leasing platform "Qingtian Rent" has completed its seed round financing, accelerating its business model [3] - Lens Technology has been confirmed as a core supplier for a leading North American robotics client, with its head modules passing customer certification [3]