对于该视频，Figure 创始人兼 CEO Brett Adcock 在社交平台上声称，优必选视频中"前面的机器人是真的 —— 它后面的一切都是假的，如果你看到主机反射 出很多天花板灯光，那很可能是电脑特效"。 IT之家 11 月 19 日消息，优必选于 11 月 12 日在社交平台发布了人形机器人 Walker S2 量产交付视频，视频中展示了机器人方阵换电和列队行进等能力。 #WalkerS2 #HumanoidRobots #industrial #massproduction #AI 他们说看起来太完美了,不像是真的。 但完美并非凭空捏造 -- 它是精心雕琢而成。 这是优必选（UBTECH）Walker S2 的史无前例的大规模交付。 智能制造的下一个时代已经到来。 让我们一起建设吧! 对此，优必选回应称，该指控不实，优必选官方后续发布了一镜到底原速原声视频，画面显示现场确实有大批人形机器人产品。 UBTECH Robotics ♥ @UBTECHRobotics · 11月14日 They said it looked too perfect to be real. But perfection i ...

证券日报网讯富临精工11月19日在互动平台回答投资者提问时表示，公司与智元机器人等合作方签署了 《人形机器人应用项目投资合作协议》，设立成都安努智能技术有限公司实施人形机器人项目，相关项 目工作正在有序推进中。后续合作如有相关进展，公司将按照法律法规和《公司章程》等相关规定，履 行相应的审批程序和信息披露义务。 （文章来源：证券日报） ...

★ 宏观动态 ★ 普京宣布对华免签近期生效，中方回应 11月19日，外交部发言人毛宁主持例行记者会。 俄新社记者提问，昨天，俄罗斯总统普京表示，针对中国公 民的俄罗斯免签制度将于近期生效，外交部有何评论？中方预计中国赴俄罗斯旅游人数会增加吗？ 毛宁表 示，中方高度重视中俄人员往来便利化，中俄两国互为最大的邻国，两国实现互免签证，将进一步加强人文交 流，符合两国人民的共同利益。 两部门印发《养老机构预收费存管工作指引》 据民政部消息，为加强养老机构预收费监管，健全商业银行第三方存管制度，按照有关规定，民政部、金融监 管总局联合制定了《养老机构预收费存管工作指引》。《指引》提出，养老机构原则上通过存管银行收取押 金、会员费。通过其他支付机构或者现金收取的，应当于收取当日（至迟次日）划转或者存入专用存款账户。 中国有色金属工业协会：10月份规模以上有色金属工业增加值同比实际增长4.0% 据中国有色金属工业协会信息统计部消息，有色金属工业生产总体保持合理增长，固定资产投资保持平稳增长 势头。10月份，规模以上有色金属工业增加值同比实际增长4.0%（增加值增速均为扣除价格因素的实际增长 率，下同）；1—10月份，规模以 ...

长盈精密（300115.SZ）11月19日在投资者互动平台表示，第四季度海外人形机器人新订单在加速增 长，国内品牌人形机器人已对接超过30家客户，公司会根据客户不同情况做排产规划。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司目前在机器人领域进展如何？ ...

长盈精密（300115.SZ）11月19日在投资者互动平台表示，公司较早布局人形机器人业务，最早对接的 是海外品牌，所以目前出货比较多的也是海外品牌。今年上半年两个海外品牌贡献营收3500万人民币。 今年年初到8月底，公司累计交付了人形机器人结构件产品的价值已经超过了人民币8000万元。目前公 司在人形机器人业务上供应给客户的料号超过400个。公司的项目集中在灵巧手上的传动件和结构件， 现在逐步增加至大尺寸的传动件和结构件。第四季度海外人形机器人新订单仍在加速增长，公司正在积 极扩产。公司的业绩情况请关注公司定期报告中的相关内容。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问董秘，公司截至到三季度末，人形机器人业务收 入多少？毛利率多少？占总营收比重多少？ ...

智通财经APP讯，常友科技(301557.SZ)公告，公司拟以自有资金与专业投资机构共同投资，公司作为有 限合伙人与普通合伙人智融文在股权投资(常州)有限公司及其他有限合伙人陈良良、赵旦、赵刚、张亮 共同投资设立常州智融文在赋诚创业投资合伙企业(有限合伙)。全体合伙人本次的认缴出资总额为 2200.00万元，公司拟以自有资金认缴出资500.00万元，出资比例为22.73%，基金管理人为智融私募基 金管理(南京)有限公司。本基金主要投资于：围绕国家产业政策，专注于未上市的人形机器人产业链、 新材料新能源等上下游企业。 ...

智通财经APP讯，常友科技(301557.SZ)公告，公司拟以自有资金与专业投资机构共同投资，公司作为有 限合伙人与普通合伙人智融文在股权投资(常州)有限公司及其他有限合伙人陈良良、赵旦、赵刚、张亮 共同投资设立常州智融文在赋诚创业投资合伙企业(有限合伙)。全体合伙人本次的认缴出资总额为 2200.00万元，公司拟以自有资金认缴出资500.00万元，出资比例为22.73%，基金管理人为智融私募基 金管理(南京)有限公司。本基金主要投资于：围绕国家产业政策，专注于未上市的人形机器人产业链、 新材料新能源等上下游企业。 ...

人民财讯11月19日电，长盈精密（300115）11月19日在互动平台表示，公司较早布局人形机器人业务， 最早对接的是海外品牌，所以目前出货比较多的也是海外品牌。今年上半年两个海外品牌贡献营收3500 万元人民币。今年年初到8月底，公司累计交付了人形机器人结构件产品的价值已经超过了人民币8000 万元。目前公司在人形机器人业务上供应给客户的料号超过400个。公司的项目集中在灵巧手上的传动 件和结构件，现在逐步增加至大尺寸的传动件和结构件。第四季度海外人形机器人新订单仍在加速增 长，公司正在积极扩产。 ...

Core Viewpoint - Xiaopeng Motors is shifting its focus towards humanoid robots, with CEO He Xiaopeng discussing this vision extensively during the Q3 earnings call, while the market response has been negative, leading to a significant drop in stock prices [2]. Financial Performance - Xiaopeng Motors reported a Q3 loss, with the CEO emphasizing the company's new ten-year vision to become a global embodiment intelligence company, dedicating nearly one-third of the earnings call to humanoid robots [2]. Product Development - The new generation humanoid robot, IRON, was officially launched on November 5, 2025, showcasing its ability to walk in a human-like manner [4]. - The company plans to achieve mass production of high-end humanoid robots by the end of 2026, targeting commercial applications in guiding and front desk services [2][5]. Market Reaction - Following the discussions around humanoid robots, Xiaopeng's stock fell over 10%, marking a four-day decline, with no significant market catalysts for the associated supply chain companies [2][11]. - Despite the launch of the IRON robot, market interest remained low, with criticisms regarding the lack of practical applications demonstrated [7]. Industry Context - The humanoid robot sector is seeing increased competition, with 15 major automotive companies entering the field, and Xiaopeng Motors positioned as a leading contender for early mass production [11]. - The overall market for humanoid robots has faced challenges, with recent reports from Goldman Sachs and Morgan Stanley indicating skepticism about the industry's growth potential [12]. Future Outlook - The company aims to sell over one million robots annually by 2030, with a focus on commercial applications [2]. - The humanoid robot sector is currently in a "good news vacuum," with limited catalysts for growth, although some supply chain companies are beginning to receive positive developments [12].

Group 1 - Alibaba's newly launched AI application, Qianwen App, quickly reached the fifth position in the Apple App Store free app rankings within a day of its public release, surpassing DeepSeek [2] - The launch of Qianwen marks Alibaba's strong entry into the AI to C market, with an international version of the app expected to be released soon [2] - Quark App has fully integrated the Qianwen dialogue assistant, positioning itself as an AI browser and planning a significant upgrade for its PC version [4] Group 2 - Xiaopeng He anticipates that the cost of humanoid robots may approach that of cars, potentially dropping to the range of 100,000 to 200,000 yuan, similar to mainstream automotive prices [3] - Zebra has launched the world's first AI foreign teacher one-on-one product, "Zebra Speaking," aimed at addressing the inconsistencies in traditional foreign teacher quality [3] Group 3 - The construction of China's first "Hualong One" nuclear power plant, which utilizes cooling towers, has officially begun, marking a significant milestone in the country's third-generation nuclear technology [3] - BMW has officially launched its self-developed AI platform, GAIA, in China, indicating a major step in the automotive industry's AI integration [6] Group 4 - JD.com has launched an independent app for its food delivery service, introducing the "Seven Fresh Coffee" brand [6] - Xibei has implemented a salary increase for frontline employees in response to negative publicity, providing an average raise of 500 yuan per person per month since September [6][7] Group 5 - Yuanqi Forest's founder announced a strategic adjustment, separating its dairy brand, Beihai Pasture, into an independent operation to focus resources on core beverage categories [7] - The Kimi K2 Thinking model has been integrated into the AI search application Perplexity, becoming the only domestic model to be included [8] Group 6 - Apple's iPhone 17 series has driven a 37% year-on-year increase in sales in China for October, achieving a market share of 25%, the highest since 2022 [9] - Global OLED display shipments are projected to grow by 65% year-on-year in Q3 2025, with a total shipment of approximately 644,000 units [9] Group 7 - Dubai Air has signed a memorandum of understanding to order 150 Airbus A321neo aircraft [10] - Honda plans to gradually resume normal operations at its North American assembly plants starting next week, indicating a recovery from semiconductor shortages [11] Group 8 - Elon Musk's xAI has released the latest version of its chatbot, Grok 4.1, which features significant improvements in speed and quality [12] - Jeff Bezos will co-lead a new AI startup focused on developing AI technologies for computer, automotive, and aerospace engineering, marking his first operational role since leaving Amazon [13] Group 9 - Arm has announced a collaboration with NVIDIA to enhance the development of custom chips using its technology [14] - GlobalFoundries has acquired Advanced Micro Foundry, a microelectronics chip manufacturer based in Singapore [14]