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机器人训练进入“六毛六时代”|硬核AI客
Xin Lang Cai Jing· 2026-02-12 10:09
Core Insights - The article discusses the advancements in embodied intelligence, particularly focusing on humanoid robots and their potential to transition from being mere technological showcases to practical assistants in various industries [1][2][86]. - The company, Luming Robotics, has developed a proprietary data collection system called FastUMI, which significantly reduces the cost of training data and enhances the efficiency of data collection for robotic applications [1][4][86]. Group 1: Company Overview - Luming Robotics was established in 2024 and is recognized as a leading full-stack embodied intelligence company with strong capabilities in data and hardware [4]. - The company has developed several core technologies, including the FastUMI Pro data collection system and high-torque lightweight joint modules, and has launched multiple humanoid robot series [4][86]. - Luming has formed partnerships with several Fortune 500 companies and has strategic shareholders with substantial industry backgrounds, accelerating its industrialization process [4]. Group 2: Technology and Innovation - The FastUMI system allows for low-cost data collection, with costs as low as 0.5-0.6 yuan per training data point, representing an 80% reduction compared to traditional methods [1][9][10]. - Each of the 25 workstations can produce over 10,000 high-quality data points daily, enabling precise data collection for transparent object manipulation and compatibility with over 90% of market mechanical arms and grippers [1][9][10]. - The company aims to collect 100 million data points this year, which is expected to propel embodied intelligence into a transformative phase akin to the "GPT-3 moment" [1][71][86]. Group 3: Product Applications - The MOS dual-arm robot can lift up to 50 kilograms, demonstrating its application in industrial settings such as 3C quality inspection and logistics handling [1][43][86]. - The LUS humanoid robot can perform complex movements, including a one-second rise and dance training in just a few hours, showcasing its versatility [1][49][86]. - The company also features a playful robot named Nezha Xiaoming, which adds a fun element to the technological advancements [1][86]. Group 4: Future Outlook - Luming Robotics believes that humanoid robots will gradually enter households within the next two to three years, expanding their utility beyond industrial applications [1][62][86]. - The company is focused on enhancing the operational capabilities of robots, addressing challenges such as stability, battery life, and heat management, which are crucial for broader deployment [58][60][62]. - The integration of high-quality data and advanced algorithms is expected to significantly improve the robots' performance and adaptability in various environments [65][66].
具身智能的「GPT时刻」?高德连发两个全面SOTA的ABot具身基座模型
机器之心· 2026-02-12 10:08
Core Insights - The article discusses the transformative impact of large models on natural language processing (NLP) and draws parallels to the current state of the robotics industry, highlighting the need for a unified approach in robotic systems similar to the shift seen in NLP with the introduction of models like GPT [1][2][5]. Group 1: Robotics Industry Challenges - The robotics industry is currently fragmented, with different manufacturers using incompatible action representation systems, leading to a lack of model reusability and requiring new systems for each scenario [2][8]. - The absence of a unified data representation and action modeling in robotics has hindered the development of scalable training methods, making it difficult to integrate diverse data sources [7][8]. - The industry's reliance on specialized models for different tasks limits the ability to generalize and adapt to new environments, resulting in a lack of robust performance in complex scenarios [9][23]. Group 2: Introduction of ABot Series - Alibaba's Amap has introduced the ABot series, consisting of ABot-M0 and ABot-N0, which aim to provide a unified base for robotic operations and navigation, respectively [3][4]. - ABot-M0 focuses on standardizing action language across various robot forms, enabling them to perform diverse tasks using a common model, thus reducing training costs and improving efficiency [12][14]. - ABot-N0 addresses the challenges of navigation in dynamic environments, integrating multiple navigation tasks into a single model, which enhances the robot's ability to operate in real-world scenarios [22][26]. Group 3: Technical Innovations - ABot-M0 employs a systematic reconstruction approach that includes data unification, algorithm innovation, and enhanced spatial perception to improve operational capabilities [12][15][17]. - The model has achieved state-of-the-art (SOTA) performance in various benchmarks, demonstrating significant improvements in task success rates, particularly in complex environments [20][32]. - ABot-N0 utilizes a hierarchical design philosophy that combines cognitive understanding with precise action generation, allowing for more natural and effective navigation in real-world settings [29][30]. Group 4: Future Implications - The release of the ABot series is expected to lower the barriers for smaller teams to develop robotic solutions, potentially transforming the development paradigm from extensive custom systems to fine-tuning existing models [38]. - The long-term vision includes the possibility of modular robotic capabilities akin to APIs, enabling developers to easily implement physical tasks through standardized models [38][39]. - The advancements in unified data formats and pre-training weights are anticipated to significantly reduce the time and cost associated with robotic training and deployment [38].
“别摸小爷的头!”这台机器人脾气不小
Xin Lang Cai Jing· 2026-02-12 10:03
可别被哪吒小明的毒舌表象骗了,它的技能点可是拉满的。当喊出做操指令,它立刻切换专业模式,标 准带练第三套全国小学生广播体操《七彩阳光》,流畅的肢体动作、精准的节奏把控,一气呵成,呆萌 又认真的样子让人直呼可爱。 哪吒小明的萌趣表现,看似轻松有趣,背后却是鹿明科技扎实的技术支撑。语音交互的自然流畅、肢体 动作的精准控制,无一不体现着鹿明在具身智能领域的技术积淀。当硬核科技遇上萌趣表达,让冰冷的 机器人拥有了鲜活的 "性格",也让我们看到,人形机器人不仅能成为工厂里的 "硬核打工人",也能化 身生活中的趣味伙伴。 当人形机器人开始走 "傲娇萌系" 路线,会碰撞出怎样的火花?《硬核AI客》走进鹿明机器人发现,"哪 吒小明"给出了完美答案。这个机器人界的新晋显眼包,凭一己之力打破了大家对机器人的硬核刻板印 象,又怼人又会跳操的模样,让人直呼可爱。 初见哪吒小明,软萌的外形让人忍不住想上手触摸,可它一句 "别摸,别摸,小爷的头可是铁打的" 瞬 间拉满傲娇属性,奶凶的语气反差感十足。问它能不能跳个舞,它嫌任务太简单,直言 "就这点小事, 还没热身就结束了";邀它回家,它更是甩锅 "呵,你这是超出我权限了,找太乙老头去", ...
这个机器人超有劲儿!单手提起50公斤
Xin Lang Cai Jing· 2026-02-12 10:03
专题:《硬核AI客》 近日,《硬核AI客》在探访鹿明机器人中,解锁了旗下MOS机器人的硬核力量。这款被称作"大力 士"的机器人,单臂可实现50公斤有效负载,真实作业场景中实力更甚,甚至能轻松举起成人完成深 蹲,"机器人大力士"的称号实至名归。 这份强悍的表现,背后是鹿明自研专利关节电机模组的硬核加持,大扭矩、高密度的特性,让MOS在 同等体积下实现更大负载,搭配双编码器设计,大幅减少关节误差,在高负重下仍能保持高精度的力矩 控制,兼顾稳定性与安全性。相较传统6轴工业协作臂,MOS升级为7轴手臂,还实现了平地移动与空 间升降,运动范围和动作解算能力大幅提升,能适配更多复杂的工业任务。 MOS早已走出实验室,成为工业场景里的"新同事",目前已成功落地3C柔性质检、物流场景末端物品 集料搬运等实际工作。它配备了头部激光、视觉系统及腕部相机,可实现物体精准识别与抓取;可替换 式的末端夹爪设计更让其能力升级,换上FastUMI Pro夹爪后,还能边作业边采集数据,反哺模型训 练,形成技术闭环。 MOS的50公斤负载从不是单纯的"秀肌肉",而是鹿明科技让具身智能从技术突破走向工业落地的有力 证明,也让我们看到了工业机器人 ...
灵心巧手完成近15亿元B轮融资,道得投资、盛世投资领投
Sou Hu Cai Jing· 2026-02-12 10:01
来源:猎云网 今日,全球灵巧手领军企业灵心巧手完成近15亿元B轮融资,本轮融资由道得投资、盛世投资领投,盈渊朴远基金、诺瓦星云、新鼎资本、中和资本、智路 资本、诚筑投资、临云资本、嘉铭浩春、财鑫资本、Singapore Eastern Epic Capitals等知名投资机构和产业方跟投。 据了解,本轮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。以此强化身为灵巧手独角兽的引领力,加速灵巧操作革新,推动具身智 能进入创造世界的新阶段。 值得一提的是,灵心巧手在2025年年内接连完成了五次融资:2025年12月,灵心巧手完成A++轮融资,由红杉中国、创世伙伴创投(CCV)、广发乾和、普 丰资本投资;11月,完成数亿元A+轮融资,由浙江创新投资、德清产投、乐聚机器人、鼎晖百孚、晶华新材、东方精工、奥克斯、华福投资、弘颐基金、 洪山资本、祥源新材等多家知名投资机构共同参与;10月,完成数亿元A轮融资,由京国瑞管理公司和博佳资本领投,国中资本、帝奥微、紫峰资本、山证 投资、江金卓越基金、弘颐基金等知名机构联合投资,老股东蚂蚁集团继续加注;8月,完成数亿元天使轮融资,由蚂蚁集团领投,中金资本、首发展创 ...
春晚第一区,苏州吴中造?
近日,央视总台春晚合作企业名单陆续公布,涵盖AI云、数智互动、智能机器人、智能出行多个热门 赛道玩家。 有意思的是,这并非某种"区域形象展板",而是一场自然长成的产业突围。 追觅科技成立于2017年,起源于清华大学"天空工场",由创始人俞浩带领团队攻克高速数字马达技术, 从为小米生态链代工起步,逐步发展为自主品牌的全球化企业。 目前,追觅科技已构建起覆盖智能出行、智能清洁、智能家电、智能厨电、智能影音及户外生活等在内 的全场景高端智能生活产品生态,旗下多项业务稳居全球市场行业前三。 此外,追觅科技关联品牌首驱与MOVA,也分别成为2026年春晚的智能出行战略合作伙伴与消费电子战 略合作伙伴。 MOVA作为全球高端智能家电品牌,去年新工厂在苏州吴中区开业,总投资2亿元,依托5.2万平方米产 业载体,规划7条产线,预计年产值突破50亿元。据沙利文数据,MOVA激光雷达割草机器人全球销量 第一,产品已进入全球60多个国家和地区。 首驱科技成立于2025年3月,专注智能短途交通出行领域,致力于提供创新且可靠的两轮电动出行解决 方案。去年9月,其举办无界.妙控1.0技术发布会,一口气发布了自研的Skymotor中央智慧 ...
格力博投资硅基创投基金并担保子公司借款,股价震荡机构预测长期回暖
Jing Ji Guan Cha Wang· 2026-02-12 09:37
Group 1 - The company Greebo (301260) announced plans to invest 5 million yuan as a limited partner in the Shanghai Yinbo Iterative Silicon-based Venture Capital Partnership, which has a total fund size of 124 million yuan, focusing on embodied intelligence and related upstream and downstream industries [1] - The company provided joint liability guarantee for bank loans of its subsidiary, with a total guarantee balance of 100 million yuan [1] - There has been a change in the company's board secretary [1] Group 2 - As of February 12, 2026, Greebo's stock price was 16.70 yuan, with a 7-day price fluctuation of 1.77% and a daily decline of 0.89%. The stock is currently in a consolidation phase, with a net outflow of main funds amounting to 1.6579 million yuan and a turnover rate of 1.01% [2] - The machinery equipment sector has seen a 5-day increase of 1.62% [2] Group 3 - Institutions predict Greebo's net profit for 2025 to be 301 million yuan, representing a year-on-year increase of 242.46%, with a forecasted net profit of 415 million yuan for 2026 [3] - Current institutional ratings are predominantly neutral, with a focus on long-term recovery, emphasizing the need to monitor the effectiveness of strategic investments and fluctuations in the external environment [3]
2025具身智能创投全景:554亿热钱,4大估值梯队,10亿元现金流门槛|量子位智库报告
量子位· 2026-02-12 09:30
以下文章来源于量子位智库 ,作者量子位智库 量子位智库 . 连接AI创新,提供产业研究 分析师 王昕祎 量子位智库 | 公众号 AI123All 2025年1月28日,蛇年春晚,16台宇树机器人身着东北花袄,攥紧红手帕,扭起了秧歌。 宇树科技创始人王兴兴可能也没想到,这场春晚表演会成为2025年具身智能融资 狂飙的起点 。 紧接着,3月,刚刚成立的 它石智航 连拿两轮创纪录天使轮,累计融资超16亿人民币;6月, 银河通用 拿下宁德时代领投的11亿元B轮融 资、12月又再融约20亿人民币,估值飙升至210亿人民币,刷新纪录。 2025年,具身智能赛道的全年投资事件从2024年的173起暴涨至 447起 ,涌入资本总量从137亿飙升至 554亿 ,增长分别超250%和 400%。 1亿元 单笔融资, 10亿元 累计融资成为赛道新门槛。 同时, 财务资本 、 产业巨头 、 国资队伍 三路人马齐聚牌桌。 阿里巴巴 投资总额拿下全年第一, 深创投 、 北京机器人产业发展投资基金 、 招商局创投 、 央视融媒体产业基金 等国资频频出手首形科 技、银河通用等明星企业。 2025年的具身智能赛道,上演了一场前所未有的资本狂欢 ...
日供咖啡数百杯!具身智能加速走进日常生活
Yang Shi Wang· 2026-02-12 09:24
场景验证:从"展示"到"实干",机器人生产力触手可及 在深圳人才公园,"智魔方"成为一道引人注目的风景线。其搭载的自研机器人AlphaBot 2能自主操作商 用设备,完成从取杯到拉花的全流程咖啡制作,同时可与顾客自然对话,还能与另一台机器人协作表 演,将服务转化为可观看、可分享的科技体验。 "'智魔方'本质上是一个集机器人生产力与沉浸式互动于一体的智能服务终端。"智魔方品牌业务负责人 戈振伟介绍,其通过人机协同模式与模块化设计,支持咖啡、冰淇淋、娱乐、零售等功能的灵活组合, 实现"千店千面"的个性化服务。"我们注重的是为消费者带来有情感温度、有记忆点的体验,而非冰冷 的机械流程。" 这一实践也呼应着行业价值体系的深刻转向。业内人士指出,机器人产业正从关注"表演能力"——如动 作的炫酷与速度,转向聚焦"交付价值"——能否稳定、持续地完成任务,是否具备真实场景下的可靠产 出。 自今年1月落地以来,"智魔方"深圳人才公园店已持续稳定服务超一个月,累计接待市民上万人次, 以"每日在岗、高频互动、真实交易"证明了其可靠性与实用性。这也意味着,前沿的具身智能技术通过 真实场景中持续迭代,正在转化为公众可感知、可使用的城市 ...
Science Robotics最新成果:模块“死了”也能跑,EPFL让机器人集体“共享续命”
机器人大讲堂· 2026-02-12 09:15
大自然早就给出了答案 01. 模块化机器人领域一直有个 " 老大难 " 问题 —— 模块越多,功能越强,但出故障的概率也越大 。 这似乎是一个矛盾:你想让机器人适应更复杂的任务,就得加更多模块;但模块一多,哪怕每个模块自身的可靠性高达 95% ,整个系 统能撑过一次任务的概率也会随着数量增长而急剧下滑。 现在,来自瑞士洛桑联邦理工学院( EPFL )的一项新研究, 彻 底 反转了 这条曲线 —— 他们提出了一套统一的本地资源共享方法 论,让模块化机器人的可靠性随着模块数量增加反而上升。 值得一提的是,在实验中,一个 完全 " 死 掉 " 的模块 —— 没有电池、没有传感器、没有无线通信 —— 仅凭邻居模块的 " 接济 " , 就能满血恢复功能,和其他模块一起完成复杂的运动任务。 这项 成果 以 "Scalable robot collective resilience by sharing resources" 为 题 , 于 2026 年 2 月 11 日 发 表 在 国 际 顶 级 期 刊 Science Robotics 上。 故障不可避免,这是工程领域的铁律。传统做法要么靠冗余硬件来兜底,要么靠算法让 ...