【DT新材料】 获悉， 全球灵巧手领军企业 灵心巧手 2月12日宣布， 公司完成近15亿元B轮融资， 融资将用于核心产品技术研发、进一步产能提升 和全栈基座能力打造。 灵巧手，真是太火爆，近期，本号多次发布相关文章，不仅灵巧手，就连灵巧手用的电子皮肤以及材料也正在吸引大量企业入局。 点击阅读 10 万套！人形机器人电子皮肤突破！哪些企业在布局？ 多家新材料龙头入局，机器人又一千亿细分赛道！ 据悉，此前，2025年， 灵心巧手 合计5轮累计融资金额已超数亿元， 成为灵巧手行业融资规模最大的企业之一。 其中，2025年4月，灵心巧手完成超亿元种子轮融资，由 红杉种子基金、万凯新材 领投。2025年8月，灵心巧手又完成数亿元天使轮融资，由 蚂蚁集 团领投，中金资本、上海半导体装备基金等跟投，红杉中国种子基金继续跟投。 2025年12月，公司完成由 红杉中国、创世伙伴创投（CCV）等联合投资 的 数亿元A++轮融资。 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 ...

■李文 以沃飞长空的融资历程为例，该公司已完成五轮融资，每一轮均有清晰的功能定位。这体现出一种逐渐 标准化的融资节奏：初创期依靠风险投资验证技术路线，成长期借助产业资本打通应用场景，Pre-IPO 阶段由券商系资本提供资源赋能，上市后则通过二级市场融资支撑研发迭代。在企业不同成长阶段，金 融机构各司其职，"接力"完成对科技创新的长周期陪伴。与此同时，商业银行与保险等金融机构也在加 快适配性工具创新。知识产权质押贷款、科技研发损失保险、专利执行保险等产品逐步落地，为高研发 投入的科技企业提供更多元的信用支撑。 从财务跟投到战略共担，金融机构的角色不再止步于资本供给，而是深度嵌入创新内核，成为驱动技术 产业化的重要力量。这一角色的确立，将帮助新兴科技企业在关键成长期获得长期、稳定、有温度的资 本陪伴。随着耐心资本矩阵持续完善，一个资本与科技双向赋能、共生共荣的创新生态正加速形成。 第一，资本市场已初步形成支持科技创新的新生态。人形机器人企业密集启动IPO，最直接的制度驱动 力来自2025年6月份证监会推出的科创板"1+6"改革举措。该政策明确支持人工智能、商业航天、低空经 济等领域企业以第五套标准上市，为未盈利硬 ...

Group 1 - The core point of the article is that Jia Mei Packaging has disclosed the capitalization path of Magic Atom Robotics for the first time, which is independent of the listed company [2][5] - Jia Mei Packaging's stock price increased by 632.24% from December 17, 2025, to February 12, 2026, closing at 33.39 yuan per share with a total market value of 36.61 billion yuan [2][9] - Magic Atom Robotics focuses on embodied intelligent robots and has completed two rounds of financing exceeding 100 million yuan, with plans to use the funds for core technology development and product deployment [5][7] Group 2 - Magic Atom Robotics is planning independent capital operations, with no intention to inject assets into Jia Mei Packaging [5][9] - The company aims to deepen strategic cooperation with Chasing Technology, leveraging supply chain synergies and brand development for market expansion [7][9] - Jia Mei Packaging's main business remains in food and beverage packaging, with no significant changes expected in the next 12 months [9][10]

事关"人工智能+"，深圳最新发文。 今日（2月12日），据深圳工信微信公众号消息，深圳市工业和信息化局近日印发《深圳市"人工智能+"先进制造业行动计划（2026—2027年）》（以下简称《行动 计划》），从打造重点支撑平台、赋能重点产业集群、强化工作保障三个方面提出了13条具体举措，抢抓智能化与工业化交汇融合的历史机遇，加快人工智能技术 与制造业全过程、全要素深度融合。 《行动计划》明确，推动人工智能技术应用于半导体产业链的关键环节，利用AI优化芯片设计、软件代码等领域和环节的效率。以AI芯片为突破口做强半导体产 业，面向AI手机、AI眼镜、智能机器人等各类AI终端需求，研发高性能、高能效专用SoC主控芯片，支持存算一体、存内计算等新型架构处理器。 深圳重磅发布 2月12日消息，深圳市工业和信息化局近日印发《深圳市"人工智能+"先进制造业行动计划（2026—2027年）》，其中提出，到2027年，在"人工智能+"先进制造业领 域，建成国家人工智能应用中试基地（消费领域移动终端方向），建设工业智能体创新中心，组建工业知识联盟，开放百个应用场景，打造百个垂直行业模型及工 业智能体，推广百个示范应用，形成"一基地、 ...

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]

国家地方共建人形机器人创新中心（以下简称"国地中心"）与北京理工大学联合研发的人形机器人"身外化 身"小脑模型—— "龙驭" ，目前已正式发布。 人形 机器人"身 外化身"通常是指，让机器人实时复刻人体全身高动态动作。 不同于传统机器人的遥操作， 仅在固定基座上复刻上肢准静态动作，"身外化身"需要在控制全身更多自由度的基础上兼顾本体的运动平 衡，甚至包含腾空起跳等高动态运动与落地平衡，对机器人运控算法提出了极高的要求。 此次推出的"龙驭"小脑模型，仅需前期少量动作数据训练，即可零样本泛化至真实场景的实时动捕、视频衍 生动作及全身遥操作等多样输入，在实体人形机器人上成功跟踪行走、奔跑、跳跃、舞蹈乃至武术等复杂技 能，并包含抗扰动，摔倒自动恢复能力，具备可用、耐用、能用的业界领先身外化身系统技术特征和优势。 "龙驭"具备三大核心特点： 1. 胃口小 ——打破数据等于智能的传统思维，利用模型设计精简与训练策略创新，仅需少量动作数据即可 达到高泛化性能力； 2. 动作精 ——一丝不苟地复现人体快速、剧烈的运动，无论是奔跑、跳跃、武术招式，还是搬运物品，都 能流畅跟随； 3. 响应快 ——遇到碰撞或干扰时可自行调整恢复 ...

为进一步明确后续发展安排，逐越鸿智经梳理现有资产，考虑到其战略规划及业务发展情况尚存在较大 不确定性，同时基于对上市公司主营业务发展的充分信心和坚定看好，为支持上市公司主营业务的持续 稳定发展，在前期逐越鸿智承诺基础上，逐越鸿智实际控制人俞浩进一步承诺，取得上市公司控制权后 的36个月内，俞浩及其关联方不会对上市公司进行资产注入。敬请广大投资者理性投资，注意投资风 险。 2月12日晚间，嘉美食品包装(滁州)股份有限公司(以下简称"嘉美包装（002969）")发布股票交易异常波 动暨风险提示性公告，就公司股价短期暴涨、估值严重偏离、控制权变更进展、市场炒作传闻等核心事 项作出全面澄清与风险警示，提醒投资者理性投资、警惕非理性炒作风险。 公告显示，嘉美包装股票自2025年12月17日至2026年2月12日期间累计涨幅高达632.24%，连续多次触 发交易异常波动。2月10日至12日三个交易日，公司股票收盘价格涨幅偏离值累计达20.44%，再度触及 异常波动标准。公司已先后于2026年1月7日、1月26日实施停牌核查，并分别于1月12日、2月2日公告核 查结果复牌。公告明确，若股价继续异常上涨，公司将再次申请停牌核 ...

Group 1: Industry Developments - The National Development and Reform Commission and other departments plan to establish a mandatory insurance system for unmanned aerial vehicles by 2027, enhancing low-altitude insurance products to meet various application needs [1] - Shenzhen's action plan aims to strengthen the semiconductor industry by leveraging AI technology in key areas such as chip design and software optimization, targeting high-performance AI chips for various applications [2] - The internet regulatory authority is intensifying efforts to combat the spread of false information generated by AI without proper labeling, having already addressed over 13421 accounts and 543,000 pieces of illegal information [3] Group 2: Company Updates - Semiconductor company Huahong Semiconductor reported a record fourth-quarter revenue of $659.9 million, a year-on-year increase of 22.4%, with a gross margin of 13.0% [6] - Semiconductor manufacturer SMIC anticipates continued growth driven by domestic product replacements and strong demand for AI-related storage, despite challenges in the low-end market [4] - Aerospace company Hangya Technology plans to raise up to 600 million yuan through convertible bonds to fund various projects, including an intelligent manufacturing base in Malaysia [8] - Hezhong Instrument may face delisting risk due to projected net losses of approximately 89 million yuan for 2025, with revenue expected to be around 97 million yuan [5]

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 Insights - The article discusses the rising prominence of embodied intelligence and robotics, highlighting the increasing interest from both large and small companies, as well as capital investment and media coverage [2][3] - There is a growing expectation for embodied robots to transition from being merely demonstrative to becoming practical tools that enhance productivity in real-world applications [3][4] - Xiaomi's new embodied VLA model, Xiaomi-Robotics-0, addresses critical issues such as the frequent pauses and slow corrections in robotic execution, aiming for greater autonomy and efficiency [7][8] Group 1: Industry Trends - The embodied robotics sector is at a pivotal point, characterized by impressive demonstrations of capabilities while also facing scrutiny regarding their actual value in industrial settings [3][4] - The industry is experiencing a paradigm shift where the focus is on the autonomy of robots, moving beyond human-assisted operations to fully autonomous systems [4][6] Group 2: Xiaomi-Robotics-0 Innovations - Xiaomi-Robotics-0 features three core technological innovations: architecture design, pre-training strategies, and post-training mechanisms, all aimed at enabling robots to understand complex environments and execute actions continuously and accurately [12][13] - The model employs a dual-brain architecture, separating the "brain" for decision-making and the "small brain" for generating continuous action blocks, which enhances the smoothness and precision of robotic movements [16][21] - A two-phase pre-training approach is utilized to maintain the model's visual understanding while training it to perform actions, ensuring that the robot can interpret complex instructions and plan continuous movements [24][30] Group 3: Performance Metrics - Xiaomi-Robotics-0 has achieved outstanding results in various benchmarks, surpassing approximately 30 existing models in environments like LIBERO, CALVIN, and SimplerEnv [44][45] - The model demonstrated a 100% success rate in the Libero-Object task and maintained high throughput in real-world tasks such as towel folding and LEGO disassembly, showcasing its practical capabilities [47][54][57] - The model's performance indicates that it does not sacrifice understanding capabilities for control abilities, maintaining high scores across multiple evaluation metrics [49][58] Group 4: Strategic Direction - Xiaomi's approach in the embodied intelligence field appears to focus on practical applications rather than merely showcasing advanced technology, aiming to address real-world industrial challenges [61][65] - The company has recently open-sourced its models, including TacRefineNet, which enhances fine-grained control without relying on visual input, indicating a commitment to transparency and collaboration within the industry [74][76] - This open-source strategy lowers barriers for smaller developers, allowing them to build upon Xiaomi's foundational work and contribute to the development of specialized applications in robotics [78][79]