今天为大家整理了几十篇具身相关的综述，设计数据集、评测、VLA、VLN、强化学习、基础模 型、DP等方向，为大家一览具身发展的路线， 内容出自具身智能之心知识星球。 A Survey on Vision-Language-Action Models: An Action Tokenization Perspective.2025 论文链接：https://arxiv.org/pdf/2507.01925 A Survey on Vision-Language-Action Models for Autonomous Driving.2025 论文链接：https://arxiv.org/pdf/2506.24044 Deep Reinforcement Learning for Robotics: A Survey of Real-World Successes.2025 论文链接：https://www.arxiv.org/abs/2408.03539 A Survey on Diffusion Policy for Robotic Manipulation: Taxonomy, Analysis, and ...

Financial Data and Key Metrics Changes - For the fiscal year ended April 30, 2025, consolidated revenue was $69.8 million, up from $55.3 million in the prior fiscal year, representing a significant increase [8] - Gross profit increased due to higher revenue and improved gross margin, with operating income rising to $11.7 million from $5 million in the previous year [13][14] - Consolidated net income for the year was $23.7 million or $2.46 per share, compared to $5.6 million or $0.59 per share in the previous fiscal year [14] - The company's fully funded backlog at April 2025 was approximately $70 million, down from $78 million in the previous fiscal year [14] Business Line Data and Key Metrics Changes - Revenue from commercial and U.S. Government satellite programs was approximately $40.9 million, accounting for 59% of total revenue, compared to $23.2 million or 42% in the prior fiscal year [8] - Revenue from non-space U.S. Government and DoD customers decreased to $26.5 million from $29 million, representing 38% of consolidated revenue compared to 52% in the prior year [9] Market Data and Key Metrics Changes - The company is expanding its customer base beyond traditional prime contractors and is actively submitting bids alongside next-generation defense companies [5] - The company anticipates meaningful growth with traditional prime contractors and is well-positioned to benefit from industry trends over the next five to ten years [5] Company Strategy and Development Direction - The company is focusing on several growth opportunities, including quantum sensing and alternative navigation technologies, which are expected to drive future growth [6][24] - The company is committed to maintaining technical excellence through increased R&D spending, which rose to $6.1 million from $3.4 million [12] - The company aims to maintain a gross margin of 40% or more in the upcoming fiscal year [72] Management's Comments on Operating Environment and Future Outlook - Management noted that while the recent quarter was strong, future quarters may not replicate this performance due to the lumpiness of contract awards [4] - There is variability in the timing of contracts due to changes in administration priorities, but the overall spending outlook remains positive [30][31] - Management expressed confidence in the company's ability to fund increased R&D spending through internal funds and external funding opportunities [25][26] Other Important Information - The company is debt-free and maintains a strong working capital position of approximately $30 million [15] - Cash decreased by approximately $13.6 million since the prior fiscal year end, primarily due to dividend payments and timing of billing [15][16] Q&A Session Summary Question: Allocation of resources to growth opportunities - Management is actively pursuing proposals in various growth areas and is in discussions with prime customers about capabilities [22][24] Question: Potential for growth in specific areas - Quantum sensor technology appears promising, with significant market potential, while Golden Dome also shows potential but with uncertain funding [24] Question: Adequacy of cash for increased R&D spending - Management is confident in having adequate cash to fund increased R&D, with a cautious approach to resource allocation [25] Question: Short-term uncertainty and backlog variability - Management clarified that the $70 million backlog is solid, with variability mainly concerning future contracts [34][35] Question: Revenue opportunities from quantum sensing - Quantum sensing is expected to contribute less than 1% of overall revenue in the next fiscal year, with product revenue anticipated five years out [73] Question: SG&A and R&D targets for future years - SG&A is expected to remain around 18% of revenue, while R&D is projected to be in the 6% to 9% range [83] Question: SDA bids and investment expenses - The SDA process is currently being rethought by the new administration, with potential developments expected within the next 9 to 12 months [86][87]

Core Insights - EfTEN Real Estate Fund AS reported a consolidated rental income of EUR 2,650 thousand in June 2025, reflecting a slight increase from May due to higher turnover-based rent and lower vacancy rates in office premises [1] - For the first half of 2025, the Fund's rental income reached EUR 15.58 million, a 1.6% increase year-over-year, while consolidated EBITDA decreased by 1.3% to EUR 12.9 million, primarily due to the sale of a gardening center and increased office vacancies [2] - The Fund's property portfolio saw a minor revaluation gain of EUR 546 thousand, with a 0.15% increase in fair value, influenced by a decrease in discount rates [3] - An interest rate swap agreement was established to fix the 1-month EURIBOR at 1.995%, with a notional value of EUR 11.6 million, representing 7.4% of the Fund's consolidated loan portfolio [4] - The weighted average loan interest rate decreased to 3.95% from 5.65% a year earlier, with consolidated interest expenses for the first half of the year amounting to EUR 3.5 million, a reduction of EUR 973 thousand compared to the previous year [5] - As of June 30, 2025, the Fund's net asset value (NAV) per share was EUR 19.979, and EPRA NRV was EUR 20.8523 per share, both showing a 1.0% increase during the month [5]

Key Takeaways BAESY launched HMS Glasgow and opened a submarine hub to advance next-gen naval capabilities. The Sea division integrates stealth, autonomy and combat systems across ships and submarines. BAESY shares rose 58.6% in a year and trade at a lower P/E than the industry average of 47.16X.BAE Systems Plc ((BAESY), a prominent defense contractor, continues to innovate across naval platforms by delivering high-tech solutions that cover everything from surface combatants to undersea vessels. These inn ...

Aircraft carriers are a crown jewel of modern militaries. They enable nations to project power far beyond their shores and act as deterrence by discouraging would be adversaries from escalating conflicts. Only a handful of navies operate these vessels, with the US having the largest and most advanced fleet in the world.But China is on a mission to catch up. Today, the country has two aircraft carriers in active service, the Liaoning and Shandong. With a third, the Fujian undergoing sea trials.Together, they ...

In less than 30 years, Chinese shipyards have gone from being small fish into becoming one of the world's biggest players in ship building. That means Chinese ships are carrying a lot of America's cargo. And now, President Trump and Congress want to change that.We're talking about cargo ships, but this really has to do with naval warfare. There's this famous adage, amateurs talk strategy, professionals talk logistics. When you think about how America won the war in the Pacific in World War II, it's not just ...

[Música] [Música] Bueno, vengo. Ha sido maravillosa la charla de este hombre para matarse. Un aplauso para él.Eh, de verdad es difícil, mu difícil. Es que viene un poco a colación con con mi charla, ¿no. Porque sí, porque en Cadi no estamos muertos, pero estamos tiesos.O sea, que claro y y además que esta charla así que que han tranquilizado un poco me viene bien porque yo llevo toda la vida intentando hacer reír. A veces lo consigo, pero ya estoy como el que trabaja en la fábrica de varón Dandy que está de ...

Nato forces showcase naval support for Ukraine https://t.co/PIAXvSzKXU ...

THE INFORMATION CONTAINED HEREIN IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO AUSTRALIA, CANADA, ITALY, DENMARK, JAPAN, THE UNITED STATES, OR TO ANY NATIONAL OF SUCH JURISDICTIONS NBPE Announces May Monthly NAV Estimate St Peter Port, Guernsey 27 June 2025 NB Private Equity Partners (NBPE), the $1.2bn1, FTSE 250, listed private equity investment company managed by Neuberger Berman, today announces its 31 May 2025 monthly NAV estimate. NAV Highlights (31 May 2025) NAV per share was $27.24 (£2 ...

Volta Finance Limited (VTA / VTAS)May 2025 monthly reportNOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES Guernsey, June 24, 2025 AXA IM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for May 2025. The full report is attached to this release and will be available on Volta’s website shortly (www.voltafinance.com). Performance and Portfolio Activity Dear Investors, In May, Volta Finance’s net performance reached ...