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【钛晨报】事关智能网联新能源汽车,两部门征求意见;腾讯控股:第二季度营收1845.0亿元,同比增长15%;央行7月重要金融数据一览:今年M1-M2“剪刀...
Tai Mei Ti A P P· 2025-08-13 23:40
【钛媒体综合】8月13日,市场监管总局会同工业和信息化部研究起草了《市场监管总局 工业和信息化 部关于加强智能网联新能源汽车产品召回、生产一致性监督管理与规范宣传的通知(征求意见稿)》 (下称"征求意见稿")。 根据征求意见稿,加大智能网联新能源汽车缺陷调查与召回管理力度。企业应当在车辆App、车载信息 交互系统显著位置和用户手册中显示组合驾驶辅助系统的安全提示和使用说明,以便于消费者阅读、理 解和操作,避免驾驶员将组合驾驶辅助功能视为自动驾驶功能使用。企业应当开发、使用安全优先的驾 驶员监测、警示和处置功能,密切监测驾驶员的驾驶状态,在驾驶员出现脱手、睡眠等脱离动态驾驶任 务的情形时,及时采取语音警告、方向盘震动、限速、靠边停车、组合驾驶辅助功能禁用等警示或控制 措施,以便驾驶员及时接管车辆和降低安全风险。企业应当强化智能网联新能源汽车缺陷信息监测,减 少网络攻击、网络威胁和漏洞引发的车辆事故风险。企业不得通过用户操作或系统逻辑主动关闭驾驶员 监测、警示和处置功能。 钛媒摘声: 对于人形机器人的商业化来说,成本和硬件其实并不是关键性的问题,无论是10万还是100 万,还是有很多场景能用起来的。而最大的问题目 ...
新股消息 卧龙电驱递表港交所 在全球防爆电驱动系统解决方案市场排名第一
Jin Rong Jie· 2025-08-13 23:29
智通财经获悉,据港交所8月13日披露,卧龙电气驱动集团股份有限公司(简称:卧龙电驱(600580.SH)) 向港交所主板递交上市申请,中金公司、华泰国际、广发证券(香港)为联席保荐人。 招股书显示,卧龙电驱是一家全球领先的电驱动系统解决方案提供商,公司专注于电驱动系统产品及解 决方案的研发、生产、销售和服务,持续为全球客户提供包括防爆电驱动系统解决方案、工业电驱动系 统解决方案、暖通电驱动系统解决方案、新能源交通电驱动系统解决方案、机器人组件及系统应用五大 核心板块。 在电驱动系统领域深耕四十余载,公司以科技创新、数字化赋能为动力,建立电机及驱动核心能力,提 供行业领先的解决方案。同时,公司积极投入未来产业,加速布局电动航空和具身智能,以领军技术突 破下一个万亿市场。公司以全球化研发、全球化生产、全球化品牌触达100多个国家及地区,致力于向 全球用户提供最优的产品和解决方案。 根据弗若斯特沙利文的资料,按2024年收入计,卧龙电驱(i)在全球防爆电驱动系统解决方案市场排名第 一,市场份额约为4.5%;(ii)在全球工业电驱动系统解决方案市场排名第四,市场份额约为2.8%;及(iii) 在全球暖通电驱动系统解决 ...
走进世界机器人大会 看机器人秀“绝活儿”
Yang Shi Wang· 2025-08-13 23:17
Core Insights - The 2025 World Robot Conference showcased over 100 new robots, highlighting advancements in embodied intelligent robots driven by recent AI technology iterations [1][4] - The emergence of robots capable of perceiving their environment and executing tasks autonomously marks a significant step towards human-robot coexistence [1] Industry Developments - The complexity of tasks such as toilet cleaning and bed-making requires robots to make real-time decisions based on varying conditions, showcasing the need for advanced learning algorithms [3] - Robots are trained through imitation learning and neural networks, with human engineers providing feedback to optimize their performance [3] Market Trends - The robot industry is experiencing a rapid increase in product offerings and a decrease in prices, attributed to more application scenarios, self-developed core technologies, and reduced supply chain costs [4] - The price of tactile sensors has dramatically decreased from tens of thousands to the hundred-yuan range over four years, indicating a trend towards more affordable robotics [4] Participation Growth - The number of humanoid robot manufacturers participating in the conference rose from 27 to 50, and the number of new products increased from 60 to over 100 within a year [6]
新股消息 | 卧龙电驱(600580.SH)递表港交所 在全球防爆电驱动系统解决方案市场排名第一
智通财经网· 2025-08-13 22:49
智通财经APP获悉,据港交所8月13日披露,卧龙电气驱动集团股份有限公司(简称:卧龙电驱(600580.SH))向港交所主板递交上市申请,中金公司、华泰国 际、广发证券(香港)为联席保荐人。 招股书显示,卧龙电驱是一家全球领先的电驱动系统解决方案提供商,公司专注于电驱动系统产品及解决方案的研发、生产、销售和服务,持续为全球客户 提供包括防爆电驱动系统解决方案、工业电驱动系统解决方案、暖通电驱动系统解决方案、新能源交通电驱动系统解决方案、机器人组件及系统应用五大核 心板块。 在电驱动系统领域深耕四十余载,公司以科技创新、数字化赋能为动力,建立电机及驱动核心能力,提供行业领先的解决方案。同时,公司积极投入未来产 业,加速布局电动航空和具身智能,以领军技术突破下一个万亿市场。公司以全球化研发、全球化生产、全球化品牌触达100多个国家及地区,致力于向全 球用户提供最优的产品和解决方案。 根据弗若斯特沙利文的资料,按2024年收入计,卧龙电驱(i)在全球防爆电驱动系统解决方案市场排名第一,市场份额约为4.5%;(ii)在全球工业电驱动系统 解决方案市场排名第四,市场份额约为2.8%;及(iii)在全球暖通电驱动系统解决 ...
从“循规蹈矩”到“眼明手快”
Ren Min Ri Bao Hai Wai Ban· 2025-08-13 21:50
Core Insights - In 2024, China's industrial robot market reached a sales volume of 302,000 units, maintaining its position as the largest industrial robot market globally for 12 consecutive years [2] - Industrial robots are now applied across 71 major industries and 236 sub-industries in the national economy, with the density of robots in manufacturing rising to the third highest globally [2] - The 2025 World Robot Conference showcased over 1,500 exhibits from more than 200 domestic and international robot companies, highlighting new technologies and applications in industrial robots [2][3] Group 1: Industrial Robot Types and Applications - Industrial robots can be categorized into three main types: programmable robots, adaptive robots with perception and decision-making capabilities, and humanoid robots with embodied intelligence [2] - The most widely used industrial robots in manufacturing are mechanical arms, which are characterized by their programmable, automated, and multi-degree-of-freedom structures [4] - In logistics and warehousing, customizable mechanical arms are capable of efficiently handling and stacking goods, demonstrating high adaptability to various tasks [5] Group 2: Technological Advancements - The development of adaptive robots has been accelerated by advancements in computer vision and sensor technology, allowing robots to navigate complex environments and perform specific tasks autonomously [7] - AI-powered industrial cleaning robots are being deployed across various factories, utilizing AI vision systems to adapt cleaning strategies based on the type of dirt detected [8][9] - The integration of AI in industrial robots enhances their efficiency and accuracy, as seen in the AI vision detection systems that can inspect components with over 99.5% accuracy [9] Group 3: Future Trends and Challenges - The global installed base of industrial robots has increased sevenfold from 2009 to 2024, indicating a strong growth trajectory in industrial applications [11] - Experts emphasize the need for continuous iteration of industrial robots, particularly in the realm of AI, to overcome current limitations and expand their application scenarios [11][12] - The future of industrial robots is expected to be shaped by trends such as artificial intelligence, embodied robots, sustainability demands, new customer segments, and addressing labor shortages [12]
均普智能逐浪具身智能蓝海
Zheng Quan Ri Bao Zhi Sheng· 2025-08-13 16:45
本报记者 吴奕萱 邬霁霞 在均胜集团有限公司(以下简称"均胜集团")的展厅里,人形机器人贾维斯2.0流畅地抬起右臂,灵巧 手精准握住《证券日报》记者伸出的手掌。这自然的互动瞬间,正是宁波均普智能制造股份有限公司 (以下简称"均普智能")具身智能技术从实验室走向产业场景的生动注脚。 "具身智能""智能机器人"被写入政府工作报告,国家明确提出推进"人工智能+"行动。政策红利下,智 能制造装备领域竞争愈发激烈,均普智能作为一家深耕高端装备的全球化企业,一方面以AI全维度赋 能新能源汽车、医疗健康等场景,另一方面前瞻布局具身智能机器人新赛道,积极构建共赢生态,助推 产业协同。 从技术攻坚的"独行侠"到生态协同的"潜在链主",均普智能如何在智能制造的复杂版图中锚定坐标?近 期,《证券日报》记者走进均普智能,解码其在人工智能时代的业务进阶逻辑。 深耕智能制造赛道 "唯有以创新驱动发展,深度契合国家战略需求,公司才能在激烈的市场竞争中脱颖而出。"均普智能董 事长刘元在接受记者采访时阐述了公司以创新为引擎、锚定国家战略的发展逻辑。 现阶段,均普智能正致力于开展AI技术的"全维度渗透革命"。 对内,均普智能全力部署AI智能管理 ...
人机共生 智启未来 合十思维以“类脑认知”重塑具身智能新范式
Zhong Guo Xin Wen Wang· 2025-08-13 16:35
近日,主题为"让机器人更智慧,让具身体更智能"的"2025世界机器人大会"在北京经济技术开发区北人 亦创国际会展中心举办,"AI大模型赋能机器人与具身智能产业新范式交流活动"作为此次大会的专题活 动同期召开。国家地方共建人形机器人创新中心首席科学家江磊,松延动力创始人、董事长、CTO姜哲 源,灵初智能副总裁黄贝宁,合十思维创始人赵普,非夕科技副总裁胡晓平出席"机器人与具身智能应 用场景创新与产业链协同"圆桌对话并演讲。 合十为舍,人机共生 创始人赵普在对话中阐释了品牌的命名深意。合十为舍,以舍为得,做技术应当有"欲先取之,必先予 之"的觉悟。"当我们把技术给予世界,世界终将回馈我们未来"。而在合十思维的logo设计中,左为机 械臂,右为人手,二者合十,意为硅基智能与碳基生命的协同生态,让机器人成为人类的伙伴。 从握手的契约精神、击掌的共识共鸣,到碰拳的信念交融,"合十"既是东方禅意的礼敬,亦是跨文明的 协同符号。这一理念与《中庸》"博学之、审问之、慎思之、明辨之、笃行之"的治学精神深度共鸣。正 如"人一能之,己百之"的极致追求,所有投身于机器人产业研发制造的从业者们,都是为共赴机器人技 术突破的星辰大海。 以 ...
WRC观察:操作失误不新奇、更多厂商追求软硬一体、消费级机器狗上牌桌
Cai Jing Wang· 2025-08-13 16:29
"要摸秃了"一走进WRC傅利叶展台,工作人员指着最新发布的全尺寸人形机器人GR-3说,有人伸手摸 它的头或肚子时,它就伸出双手,或者眨眨那双会发光的"眼睛"。乳白色的外观让它在人形机器人阵容 里格外显眼,路过的观众几乎没有不想去"试探"一下的。 今年的WRC,人流量体感翻倍有余,不只是展馆里"热闹",连场外都是一出出活剧:烈日下打伞排队 的长队弯出了几道弧,黄牛在人群里穿梭吆喝,路边举着自拍杆踮脚拍摄的观众把围栏挤得水泄不通。 WRC被誉为"机器人盛宴"的大会,200+企业、50+人形机器人整机厂商、1500+展品、100+款全球新品 齐聚一堂,各家机器人在舞台上"炫技",论坛里行业大佬隔空"交锋",核心零部件厂商则几乎没歇过 手,不断接待前来洽谈的客户。 今年,有关具身智能模型的讨论明显更锋利。宇树科技创始人王兴兴在主题演讲中直言,限制人形机器 人大规模应用的最大瓶颈是"具身智能到现在完全不够用"。他对当下火热的VLA路线不无质疑,认为它 依然是"傻瓜式架构",问题核心不是数据,而是模型架构——"不够好、不够统一"。 而展品形态也在肉眼可见地"进化":前年还停留在Demo阶段,去年少量机器人开始在展馆"走动 ...
记者探营 | 人形机器人运动会,亮点抢先看
Zhong Guo Zheng Quan Bao· 2025-08-13 15:03
Event Overview - The 2025 World Humanoid Robot Games will take place from August 14 to 17 at the National Speed Skating Stadium, featuring 280 teams and over 500 humanoid robots from 16 countries across five continents [1] - The event will include 26 competition categories and 487 matches, showcasing leading humanoid robot manufacturers such as Tiangong Robotics, Yushu Technology, and others [1] Competition Highlights - A unique 5V5 football match will be held, where AI algorithms will autonomously control the robots without any human intervention [1] - The athletics events will include various races and jumping competitions, with robots from companies like Tiangong Robotics and Yushu Technology training intensively [3] Technical Innovations - The high jump competition will adapt human rules with necessary technical adjustments, focusing on robots performing a standing jump to measure their maximum height [4] - Optical motion capture technology will be employed to achieve sub-millimeter precision and millisecond latency for tracking robot movements [4] Cultural Integration - A performance titled "Human-Machine Dance" will feature nine robots and a dancer, integrating traditional Chinese culture with technology [6] - The collaboration aims to explore the application of humanoid robots in cultural and entertainment sectors, as well as in areas like elderly care and industrial applications [6] Practical Applications - The event will include scenario-based competitions that simulate real-world applications, such as hotel cleaning and pharmacy tasks, assessing robots' accuracy and efficiency [7][8] - Robots will be evaluated on their ability to autonomously complete tasks, with higher scores awarded for full autonomy [8] Venue and Infrastructure - The National Speed Skating Stadium has undergone renovations to accommodate the event, including specialized areas for robot competitions and enhanced facilities for logistics and support [8] - The venue features a wider track for robots and a three-layer flooring system to improve shock absorption and traction [8]
多模态医疗大模型加速落地,创新药支付模式拓展新空间
Xuan Gu Bao· 2025-08-13 14:46
据上证报报道,8月13日,浙江省卫生健康委员会等10部门印发《浙江省加快推动"人工智能+医疗健 康"高质量发展行动计划》。其中提到,打造多模态医疗行业大模型,建设全自主AI研发框架,形成共 性模型服务能力。开发覆盖医疗服务、健康管理、公共卫生、药械研发、行业治理等一批专病专科模型 和医疗智能体。聚焦人工智能数据与应用、脑机接口、新药创制等领域部署实施重大科技专项,加强多 模态人工智能、具身智能与医学、药学交叉领域的科研布局。鼓励科研机构加强医学人工智能跨学科合 作,形成一批具有全球影响力的科研成果。 另外,8月12日,国家医保局公示通过2025年医保目录及商保创新药目录调整初步形式审查的药品及相 关信息。根据公告,今年共有534个药品通过基本医保目录的形式审查,121个药品通用名通过商保创新 药目录的形式审查,包括定价百万元的抗癌药CAR-T在内,多款高价创新药冲刺商保创新药目录,寻求 创新药多元支付的新途径。 方正证券表示,"人工智能+"驱动医疗产业革命性发展,脑机接口、手术机器人等高端创新设备加速落 地和应用拓展。脑机接口(BCI)商业转化持续加速,受国内监管审批对安全、伦理的高要求,以及产业 发展优先推 ...