关于具身智能，我是有一些猜想的，至于对不对，见仁见智吧！ 过去的五个月里，整个中国机器人行业吸引到的投资金额，已经像坐火箭一样冲到了232亿元人民币！ 这个惊人的数字，甚至比整个2024年全年大家投入的钱（209亿）还要多。 整个圈子都已经感受到了一股前所未有的"抢钱"热潮。 这股热潮的核心，聚焦在"具身智能"这个听起来有点高大上、但说白了就是让机器人变得更"聪明"、更 能像人一样理解和适应真实世界的前沿领域。 过去，像美团、字节跳动、阿里、腾讯这些互联网巨头下场投资机器人，大家还觉得挺正常。 但今年有个特别扎眼的新变化：连比亚迪、宁德时代这样的制造业"巨无霸"也大手笔杀了进来！ 全球各国政府、科技巨头、产业链龙头、科研机构和资本都纷纷重金押注，一场围绕机器人的全球竞赛 已经白热化，中国凭借强大的制造基础和科研实力，成为了这场竞赛中举足轻重的选手。 有意思的是，虽然投资机构们抢着送钱，给出的投资额往往超出创业者的预期，但很多机器人公司的老 板们心里却有点"委屈"，他们普遍觉得，自己公司的"身价"（估值）被市场给看低了。而这，正是中国 智能机器人产业目前所处的特殊阶段，如果我们把眼光放长远，看到这个领域未来可能 ...

Group 1: Market Overview - The A-share market experienced a rebound on July 8, with the technology sector showing signs of recovery, as evidenced by the 1% increase in the Sci-Tech Chip 50 ETF (588750) by 10:39 AM [1] - The Sci-Tech Chip 50 ETF (588750) attracted over 88 million yuan in capital inflow over the past five days, indicating strong investor interest in the high-growth Sci-Tech chip sector [1] Group 2: Individual Stock Performance - Among the index constituents of the Sci-Tech Chip 50 ETF, most stocks showed mixed performance, with Lexin Technology rising by 8.96% and Yuanjie Technology increasing by over 5%, while some stocks like Haiguang Information and Cambrian experienced slight declines [3] - The top ten constituents of the Sci-Tech Chip 50 ETF include major players like SMIC and Haiguang Information, with trading volumes and estimated weights provided for each [3] Group 3: Company News - Lexin Technology announced a profit forecast for the first half of 2025, projecting a net profit of 250 to 270 million yuan, representing a year-on-year growth of 65% to 78%, driven by the accelerated adoption of its wireless SoC solutions across various digital scenarios [4] - A major domestic DRAM storage company has initiated listing guidance, with a pre-investment valuation of approximately 140 billion yuan, following a strategic investment of 1.5 billion yuan from a chip giant [4] Group 4: Industry Insights - The DRAM market is dominated by three major players from South Korea and the U.S., holding 95% of the global market share, but domestic leaders are rapidly increasing capacity to compete [5] - Predictions indicate that the domestic DRAM storage company could see a 50% year-on-year increase in DRAM shipments by 2025, with its market share expected to rise from 6% to 8% within the same timeframe [5] - The storage sector is expected to benefit from sustained price increases, driven by AI applications and accelerated domestic production, with forecasts suggesting a 30-40% increase in contract prices for DDR4 in Q3 [6] Group 5: Semiconductor Sector Outlook - The semiconductor industry is anticipated to maintain optimistic growth through 2025, driven by emerging applications such as AI, while domestic companies are expected to reduce reliance on foreign chips significantly [6][7] - The demand for precision electronic components is increasing due to the expansion of new fields like low-altitude economy and commercial aerospace, pushing for advancements in miniaturization and integration [7]

Core Insights - Shenzhen Ledong Robot Co., Ltd. is pursuing an IPO in Hong Kong, primarily focusing on LiDAR technology while also expanding into the lawn mowing robot sector [1][4] Financial Performance - From 2022 to 2024, the company's total revenue increased from 233 million yuan to 467.3 million yuan, reflecting a compound annual growth rate (CAGR) of 41.4% [2] - Despite revenue growth, the company reported net losses of 73.1 million yuan, 68.5 million yuan, and 56.5 million yuan for the respective years [2] Product Offerings - Ledong Robot's LiDAR products include dToF LiDAR, triangulation LiDAR, solid-state linear LiDAR, single-point LiDAR, 3D structured light sensors, ultrasonic sensors, and four-eye matrix vision sensors [2] - The dToF technology, which measures distance by directly assessing the time of flight of light, is highlighted as a key feature of the company's offerings [2][3] Market Expansion - The company has positioned itself as the first provider to commercialize consumer-grade MINI dToF radar, targeting applications in household, commercial, and industrial robots [4] - In 2024, revenue from lawn mowing robots is projected to reach 23.27 million yuan, a significant increase from 63,000 yuan in 2023, accounting for 5% of total revenue [4] Industry Trends - The global lawn mowing robot market is expected to exceed $1.5 billion in 2024 and reach $3.9 billion by 2029, with a CAGR of 21% [5]

详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC2025携手行业九大期刊联合征文， 录用稿件均将于正刊发表，并于2025年12月底前出版 。 应广大科技 工作者强烈要求， 经大会组委会讨论， 截稿日期 延期至 7月 12 日 ，小伙伴们抓紧最后时间投稿啦！ 我们诚挚邀请您，踊跃投稿并出席此次会议，与领域内同仁交流智能机器人关键技术的最新成果。 一文看懂2025智能机器人关键技术大会（IRCTC）全景！专家报告、学术征文、青年交流全揭晓！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 2025智能机器人关键技术大会（I RCTC ） 由 《机器人技术与应用》杂志社 主办 ， 山东大学 、 北京科技 大学 、 浙江工业大学 、 天津理工大学 、 齐齐哈尔大学 承办， 将于 2025年 7 月 22-24 日 在 齐齐哈尔 召开 ，旨在为全球机器人、 自动化、 具身智能、零部件 领域 的专家学者和产业界同仁提供展示创新成果、展望未来 发展的高端学术平台，加强不同学科领域的交叉融合，推动机器人、 自动 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 Xiaoxiao Long等 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 出发点与工作背景 本综述聚焦具身智能在机器人研究中的前沿进展，指出实现强大具身智能的关键在于物理模拟器与世界模 型的整合。物理模拟器提供可控高保真环境用于训练评估机器人智能体，世界模型则赋予机器人环境内部 表征能力以支持预测规划与决策。 文中系统回顾了相关最新进展，分析了两者在增强机器人自主性、适应性和泛化能力上的互补作用，探讨 了外部模拟与内部建模的相互作用以弥合模拟训练与现实部署的差距。此外，还提及维护了一个包含最新 文献和开源项目的资源库，网址为https://github.com/NJU3DV-LoongGroup/Embodied-World-Models-Survey， 旨在为具身 AI 系统的发展提供全面视角并明确未来挑战。 一些介绍 随着人工智能与机器人技术的发展，智能体与物理世界的交互成为研 ...

以下文章来源于机器人技术与应用 ，作者唐 机器人技术与应用 . 传播企业信息和市场行情，交流业内创新成果，推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息，促进企业转型升级，搭建产学研交流平台。 一文看懂2025智能机器人关键技术大会（IRCTC）全景！专家报告、学术征文、青年交流全揭晓！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 详细会议介绍参看往期文章： （点击蓝字跳转） 空中变形面临严峻技术难题：机器人近地变形时引发复杂气动耦合效应。 " 尽管鸟类着陆看似流畅， 但 相关气动 力学研究已持续半世纪 " 研究人员强调。所有飞行器近地时均受地面效应影响， 所有飞行器在接近地面时都会经 历复杂的力。以直升机为例， 当 它 垂直下降过快接近地面时 ， 旋翼产生的向下气流撞击地面后反弹向上。如果 下降速度过快，直升机旋翼会陷入自身下洗流反弹形成的强烈旋转涡流（涡环）中 。 旋翼 将 无法有效产生升 力，直升机可能失控坠地。 ATMO的挑战更为多维：除地面效应外，四组推进器变形过程中 ...

Core Insights - The increasing demand for clear ROI from clients is pushing companies to focus on cost control and practical applications rather than just technological advancements [1][3] - The launch of the humanoid robot CASBOT 02 on JD.com resulted in actual orders within 48 hours, indicating strong market interest [1] - The second-generation robot emphasizes scenario-based design and cost optimization, with a price starting at 328,000 yuan [1][3] Company Developments - Lingbao CASBOT announced nearly 100 million yuan in angel financing, with significant backing from industrial partners like Lens Technology and Tianjin Jiayi [1][2] - The CASBOT 02 features a VLA model that enhances operational precision to sub-millimeter levels, focusing on specific industrial applications [2] - The company aims for small-batch production across three product lines, targeting around 100 units per line [6] Market Trends - The presence of humanoid robots on consumer platforms like JD.com signifies a shift towards more structured sales channels for large-scale commercialization [7] - JD.com has established a dedicated "Intelligent Robot Business" department, indicating a strategic focus on the smart robotics sector [8] - The sales of smart robots on JD.com saw a tenfold increase during the "6·18" shopping festival, reflecting growing consumer interest [7] Strategic Partnerships - Lingbao CASBOT is leveraging partnerships with industry giants to enhance data accumulation and improve its algorithm models [2] - JD.com is facilitating access to various sales channels, including B2B opportunities, to reach over 9 million government and enterprise users [8]

Group 1 - The core viewpoint emphasizes the importance of industrial stability and optimization in boosting consumption and ensuring supply chain efficiency [1][2] - Jinan's industrial and information technology bureau has implemented an action plan focusing on "stabilizing production, strengthening brands, and promoting consumption" to adapt to the diverse and high-quality consumption demands of residents [1][2] - From January to May, Jinan's industrial added value increased by 8.2% year-on-year, outperforming national and provincial averages by 1.9 and 0.4 percentage points respectively [2] Group 2 - The city is accelerating industrial equipment upgrades, with 41 long-term national bond projects reported in the industrial sector and 5 in the electronic information sector, totaling a financing demand of 5.67 billion yuan [2] - A total of 770 enterprises are implementing 1,004 industrial technology transformation projects, with 313 projects exceeding 100 million yuan [2] - The automotive manufacturing sector saw a significant increase, with added value growing by 37.8% and retail sales of new energy vehicles rising by 16.0% year-on-year [2] Group 3 - Jinan is focusing on creating a diverse and distinctive product matrix to meet the demands of consumption upgrades, leveraging its status as a demonstration city for the "Three Products" strategy in consumer goods [3] - The city aims to enhance the competitiveness and brand influence of consumer goods through digitalization and flexible production [3] - Notable companies like Qilu Pharmaceutical and Jincheng Pharmaceutical have been selected as typical cases for the national "Digital Three Products" application scenarios [3] Group 4 - Jinan is developing several provincial-level characteristic food industry clusters, including food and beverage processing and deep processing of agricultural products [4] - The city has established a "cosmetics industry belt" and is promoting high-end industrial parks focused on rose flower raw material development [4] Group 5 - The industrial and information technology bureau is enhancing supply-demand connections through a three-pronged approach: offline precision matching, online digital empowerment, and innovative scenario expansion [5] - The "Hundred Events, Ten Thousand Enterprises" supply-demand matching initiative has held 183 events, with 2,500 registered enterprises on the service platform [5] - The bureau is also promoting the commercialization of cutting-edge technologies such as autonomous driving and brain-computer interfaces [5][6]

Core Viewpoint - Zhejiang University of Technology has announced a procurement intention for the second phase of the Peak Discipline Equipment Update Project, with a total budget of 97.87 million yuan [3]. Procurement Overview - The procurement involves various advanced instruments including online gas mass spectrometers, near-infrared fluorescence spectrometers, in-situ Fourier infrared spectrometers, desktop scanning electron microscopes, and flow cytometers [3]. - The expected procurement time is set for July 2025 [3]. Detailed Instrument Specifications - **Subcutaneous Fingerprint Acquisition Sweeping OCT System**: Budget of 9.16 million yuan, designed for high-speed and high-bandwidth data acquisition [5]. - **Four-legged Robot from Yushu Technology**: Budget of 550,000 yuan, aimed at high-precision 3D spatial data acquisition [5]. - **General High-Precision Pose Measurement Platform**: Budget of 980,000 yuan, supporting various navigation signals for multiple disciplines [5]. - **Heterogeneous Multi-Machine Collaborative Detection Platform**: Budget of 580,000 yuan, facilitating experiments in intelligent perception and control [5]. - **Intelligent Robot Drive Control Development Testing Platform**: Budget of 900,000 yuan, for developing control systems and algorithms [6]. - **Micro-focus Industrial XCT Machine**: Budget of 3.5 million yuan, for material characterization [6]. - **Enzyme Labeling Instrument**: Budget of 500,000 yuan, crucial for environmental health research [6]. - **High-Performance Micro-Pore Structure Magnetic Resonance Characterization Instrument**: Budget of 700,000 yuan, for micro-structural testing [6]. Additional Instrument Details - **Explosion-proof Air Conditioning Units**: Budget of 620,000 yuan, ensuring safety in chemical reagent storage [7]. - **Mobile Integrated V2X Perception Station**: Budget of 600,000 yuan, for intelligent traffic perception research [7]. - **Nanometrics Ultra-Wideband Seismometer**: Budget of 2 million yuan, for long-term solid tide and gravity monitoring [7]. - **Laser Ablation System**: Budget of 800,000 yuan, for research in medical AI and brain-machine intelligence [8]. - **High-Performance Liquid Chromatography Mass Spectrometer**: Budget of 950,000 yuan, for wastewater analysis [11]. - **Synthetic Biology Intelligent Analysis System**: Budget of 2 million yuan, for monitoring fermentation processes [15]. Strategic Importance - The procurement aligns with the university's focus on advancing research capabilities across various strategic fields, including environmental technology, intelligent control, and artificial intelligence [5][6][7].

已连续6年蝉联全球最大仓储履约AMR解决方案提供商。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，北京极智嘉科技股份有限公司（以下简称"极智嘉"）日前已通过港交所聆讯并于 6月22日披露通过聆讯后的资料集，摩根士丹利和中金公司担任联席保荐人。 这意味着，极智嘉即将正式成为"全球仓储AMR（自主移动机器人）第一股"。 成立于2015年的极智嘉（Geek+）提供一系列AMR解决方案，旨在赋能仓储履约和工业搬运场景， 在大幅提高供应链效率的同时减少对人工的依赖。 根据灼识咨询的资料，极智嘉提供了业内最广泛 的仓储履约AMR解决方案，涵盖各种应用场景和技术方法。 财务数据方面。2021年至2024年，极智嘉的营收从7.9亿元以45%的复合年增长率增至24.1亿元。 其中， 2024年超24亿元的营收，已成为迄今港股机器人板块已上市及递表企业中的规模之最 。 早早的海外布局、成熟 高效的本地化运营体系， 一方面为极智嘉创造了更好的盈利条件，2024年 极智嘉大陆以外市场的毛利率为46.5%；另一方面也为极智嘉带去了更大的市场空间。 根据灼识咨询的资料，全 ...