值得关注的是，发布会同步启动的首张康养陪伴机器人CR认证，由上海机器人产业技术研究院协同推 进。作为中国机器人领域最高标准之一，该认证将从安全性、可靠性、功能适配性等维度，为优麦康养 陪伴机器人建立合规标杆。上海机器人产业技术研究院院长郑军奇在发布会上表示，将与麦迪科技协同 推进认证体系建设，助力产业规范化发展。 麦迪科技创始人翁康在主题演讲中明确新战略："以数据要素为核心，以AI医疗和AI机器人为重要抓 手，打造AI时代的'新麦迪'"。据悉，公司已在医疗可信数据空间建设取得实质性进展，近期中标航天 鸿翼1800万元存力中心智能平台项目，并携手浙二医院、景联文科技等伙伴，探索医疗AI与数据要素 的深度融合。 公司首席技术官范小锋介绍，该产品聚焦老年群体"孤独、健康、安全"三大核心痛点，将实现AI语音聊 天、按时服药提醒、远程家电控制、毫米波生命体征监测、智能呼叫与应急警报等功能。日前优麦康养 陪伴机器人已在苏州市社会福利总院、浙江台州康复医院完成投放测试，产品定价5万元，在当晚首发 活动背景下，首发100台机器人售罄。 中证报中证网讯(程雪儿熊永红)12月28日，麦迪科技（603990）在二十周年年会期间，与 ...

以窗帘和门锁机器人为例，不同于传统智能家电高度依赖"替换式改造"的技术路径，卧安相关产品本质 上是基于机器人思维设计的执行型机器人。通过对人类手部"拉合窗帘""开关门锁"等关键动作进行建 模，机器人可直接作用于既有家庭结构，用户无需更换窗帘轨道或门锁，仅通过外挂式部署即可实现自 动化操作，显著降低改造成本的同时大大提升了用户体验。 2025年，AI无疑是贯穿全球叙事的核心主线，从地缘政治、科技产业到资本市场无不在讨论AI应用的 潜力。全球顶级对冲基金桥水基金联席首席投资官Greg Jensen给出了一个判断："AI的故事是一条J型曲 线，而我们正处于J的前端。" 这意味着，那些能够大规模商业化并释放盈利潜能的AI应用尚未全面爆发，而一批紧扣真实需求、切 实提升生产与生活效率的细分场景已率先突破，展现出强劲的成长势能。在这股浪潮中，全球最大的 AI具身家庭机器人系统提供商——卧安机器人（6600.HK）正是脱颖而出的代表之一。 接下来，不妨从市场最关注的技术力和商业化两个维度来评估卧安的长期投资价值。 技术壁垒夯实综合竞争力，卡位人形×运动×陪伴赛道 卧安的技术壁垒，源于其围绕家庭场景构建的一套可持续扩展的具身 ...

为推动技术协同与合作落地，大会同期举办"AI大模型·新智驱"专题座谈会，新紫光集团、科大讯飞等 近20家生态企业代表与北汽研究总院、北汽产投核心团队，围绕AI大模型在汽车产业的前瞻应用、产 业链协同需求等关键议题展开深度研讨。现场举行的多项签约与发布仪式，成为北汽科创生态协同发展 的生动实践。 当前，汽车产业正处于新一轮科技革命与产业变革的交汇点，智能化、新能源成为核心发展方向。作为 我国汽车工业的骨干力量，北汽集团积极发挥产业引领作用。 近日，北汽集团科创投资生态论坛暨北汽产投生态伙伴大会在北京举行。来自产业界、投资界、科技领 域的200余位生态伙伴齐聚一堂，以"聚变而升"为主题，围绕新质生产力培育、汽车产业智能化绿色化 转型等核心议题，搭建起技术交流、资本对接、合作共赢的高端平台，为中国汽车产业高质量发展凝聚 共识、汇聚力量。 据北汽方面介绍，本次论坛是北汽产投深化生态布局、赋能产业升级的关键举措，既集中展现了北汽与 生态伙伴在核心技术领域的前沿成果，更释放出以资本为纽带、以技术为核心、以生态为载体的开放发 展信号。 北汽集团副总经理刘宇为大会作开场致辞，北汽产投作为北汽集团产业投资与资本运作平台，肩负在 ...

2025年12月16日，北汽集团科创投资生态论坛暨北汽产投生态伙伴大会在北京举行。来自产业界、投资界、科技领域的200余位生态伙伴齐聚一堂， 以"聚变而升"为主题，围绕新质生产力培育、汽车产业智能化绿色化转型等核心议题，搭建起技术交流、资本对接、合作共赢的高端平台，为中国汽车产业 高质量发展凝聚共识、汇聚力量。 大、范围更全的产业级供应体系，实现多方共赢。 为推动技术协同与合作落地，大会同期举办"AI大模型・新智驱"专题座谈会，新紫光集团、科大讯飞等近20家生态企业代表与北汽研究总院、北汽产投 核心团队，围绕AI大模型在汽车产业的前瞻应用、产业链协同需求等关键议题展开深度研讨。现场举行的多项签约与发布仪式，成为北汽科创生态协同发 展的生动实践。 大会邀请多位权威嘉宾带来深度分享，以多元视角解码产业发展逻辑。世界金融论坛高级研究员、中国银行原首席研究员宗良从全球经济格局切入，解 读汽车产业发展趋势；中国银河证券首席经济学家章俊聚焦大国规模优势，剖析绿色AI的发展逻辑与产业机遇；星动纪元创始人、清华大学交叉信息研究 院助理教授陈建宇分享AI具身智能最新进展，揭示其赋能实体产业的关键路径。 北汽集团相关业务板块负责 ...

Core Viewpoint - OneRobotics (Shenzhen) Co., Ltd. is launching its global IPO with a strong cornerstone investor lineup, aiming for a listing on the Hong Kong Stock Exchange on December 30, 2023, which highlights the company's robust market position and growth potential [1] Group 1: Company Overview - OneRobotics is recognized as the largest AI embodiment home robot system provider globally, driven by its deep technological foundation and proprietary advancements in robot positioning, AI machine vision control, and distributed neural control network technologies [2] - The company has a strong academic lineage from Harbin Institute of Technology, with significant involvement from renowned professors and continuous backing from prominent investors [2] - As of the latest date, OneRobotics holds 311 registered patents, with 56 being invention patents, and has a high R&D personnel ratio of 43.4%, ensuring a solid technological barrier in the field of embodied intelligence [2] Group 2: Product Innovations - OneRobotics has developed groundbreaking products such as Acemate, the world's first AI tennis robot, which has been recognized as one of the best inventions by TIME magazine for 2025 [3] - The company also introduced Kata Friends, the first locally deployed large model AI companion robot, which has won multiple innovation awards for redefining emotional interaction in households [3] - A humanoid housekeeping robot is in development, expected to be launched in January 2026, showcasing the company's commitment to innovation and product evolution [3] Group 3: Financial Performance - OneRobotics has demonstrated strong growth, with projected revenues exceeding 600 million RMB in 2024 and a compound annual growth rate (CAGR) of 49.0% from 2022 to 2024 [4] - The company achieved profitability in the first half of 2025, with a net profit of approximately 27.9 million RMB, indicating a successful business model [4] - The gross margin reached 54.2% in the first half of 2025, reflecting strong product value and cost control capabilities [4] Group 4: Market Potential - The global home robot market is expected to reach approximately 436.5 billion RMB by 2029, with a CAGR of 11.1% from 2024 to 2029, driven by an aging population and increasing demand for home robots [6] - OneRobotics is well-positioned to capitalize on this growth due to its technological advantages, proven product capabilities, and healthy financials, allowing it to withstand market fluctuations and benefit from industry expansion [6] Group 5: Future Growth Strategy - The IPO proceeds will primarily be allocated to enhancing R&D capabilities, focusing on key technologies related to AI embodiment home robot systems [7] - Additional funds will be used to expand sales channels, increase brand awareness, and support general operational needs [7] - The IPO marks a significant milestone for OneRobotics, showcasing a clear development path driven by technology, product innovation, and sustainable profitability [7]

Core Viewpoint - Woan Robotics is set to become the first publicly listed company focused on AI embodied home robotics, having passed the Hong Kong Stock Exchange hearing and is expected to disclose its information on December 16 [2] Company Overview - Woan Robotics is the largest global provider of AI embodied home robotics systems, with a market share of 11.9% based on projected retail sales for 2024 [3] - The company has developed a range of innovative products, including the world's first AI tennis robot, Acemate, and the first locally deployed large model AI companion robot, Kata Friends [3][5] Product Innovations - Acemate has achieved over 16.5 million in crowdfunding, reaching 76 times its target, and is recognized as one of Time magazine's Best Inventions of 2025 [5] - Kata Friends won two IFA Innovation Awards and is designed to provide emotional companionship through advanced sensory systems [5] - The company plans to launch its first humanoid household robot, H1, in January 2026, which will handle complex household tasks [6] Research and Development - Woan Robotics has over 310 registered patents, with 56 being invention patents, and a research team comprising 43.4% of its total workforce [9] - The company invests approximately 20% of its revenue in R&D from 2022 to 2024 [9] Market Performance - The company has seen significant revenue growth, with figures of 275 million, 457 million, and 610 million from 2022 to 2024, reflecting a compound annual growth rate of 49.0% [9] - Revenue for the first half of this year increased by over 44% to 396 million [10] Profitability Metrics - The gross margin has consistently increased, reaching 54.2% in the first half of this year [10] - Woan Robotics achieved positive adjusted EBITDA in 2023, with a year-on-year increase of 348.6% expected in 2024 [10] Investment and Funding - The company has received investments from notable institutions, including XbotPark and Hillhouse Capital [11] - The IPO proceeds will primarily enhance R&D capabilities, expand sales channels, and improve brand recognition [11] Industry Outlook - The global market for AI embodied home robotics systems is projected to grow from 2.2 billion in 2022 to 5.9 billion in 2024, with a compound annual growth rate of 64.2% expected to reach 70.7 billion by 2029 [11]

Core Viewpoint - Woan Robotics is poised to become the first publicly listed company in the AI embodied home robot sector, having recently passed the Hong Kong Stock Exchange hearing and is set to disclose its post-hearing information on December 16 [2][3]. Company Overview - Woan Robotics is a global provider of AI embodied home robot systems, focusing on creating an ecosystem centered around smart home robot products. The company has launched several innovative products in the AI embodied home robot industry, including enhanced execution robots and perception and decision-making systems, applicable in various scenarios such as sports training, emotional companionship, smart control, household chores, elderly care, security, and energy management [3][4]. Product Innovations - The company has developed the world's first AI tennis robot, Acemate, which has gained significant market attention, achieving over 16.5 million in crowdfunding, 76 times its target. Acemate utilizes AI algorithms for autonomous decision-making, providing a playing experience comparable to real human interaction [6]. - Another notable product is the AI companion robot, Kata Friends, which won two IFA official innovation awards. This robot serves as a pet alternative, offering emotional companionship through a multi-modal perception system and embedded large models for deep interaction with users [6][8]. Upcoming Products - Woan Robotics plans to launch its first humanoid household robot, H1, in January 2026. This robot will integrate AI machine vision and environmental modeling technologies to handle complex household tasks that current systems cannot effectively manage, such as laundry organization and meal preparation assistance [7]. Research and Development - The company has a strong commitment to R&D, with over 310 registered patents, including 56 invention patents. The R&D team comprises 278 members, accounting for 43.4% of total employees, and R&D expenditures are projected to be around 20% of revenue from 2022 to 2024 [10]. - Woan Robotics has established a global presence, with products sold in over 90 countries. Revenue from Japan, Europe, and North America accounted for 95.5%, 95.6%, 95.0%, and 96.6% of total revenue from 2022 to the first half of 2024, with compound annual growth rates of 44.7%, 68.1%, and 42.5% respectively [10]. Financial Performance - The company's revenue from 2022 to 2024 was 275 million, 457 million, and 610 million, reflecting a compound annual growth rate of 49.0%. In the first half of this year, revenue grew over 44% to 396 million [11]. - Gross margins have shown a consistent upward trend, with rates of 34.3%, 50.4%, 51.7%, and 54.2% from 2022 to the first half of 2024. The company achieved positive adjusted EBITDA in 2023, with a year-on-year increase of 348.6% expected in 2024 [11]. Market Outlook - The global market for AI embodied home robot systems has grown from 2.2 billion in 2022 to 5.9 billion in 2024, with a projected compound annual growth rate of 64.2%, reaching 70.7 billion by 2029. Market penetration is expected to rise significantly from 1.0% in 2022 to 16.2% by 2029 [12].

Core Insights - The article highlights the collaboration between the Shangrao municipal government and Beijing Lightyear Infinite (Turing Robot) to explore applications of AI embodied intelligence in various sectors such as family companionship, personalized education, and intelligent manufacturing [1][3][4]. Group 1: Company Overview - Beijing Lightyear Infinite (Turing Robot) is a leading AI embodied intelligence research and development company in China, focusing on three main business areas: family companionship, personalized education, and development platforms [4][6]. - The company has shipped over 100 million units of AI embodied intelligence-related hardware and has provided one-on-one precise learning services to over 200,000 students [4][8]. - The company has more than 1.5 million registered developers on its AI embodied intelligence development platform [4][9]. Group 2: Government Collaboration - The Shangrao municipal government is committed to advancing the AI industry in Jiangxi province and has emphasized the importance of focusing on embodied intelligence as part of its strategic development [3]. - The government held its 73rd executive meeting to discuss systematic plans for nurturing future industries and creating new economic growth points [3]. Group 3: Local Impact and Future Plans - Turing Robot's chairman, Yu Zhicheng, is preparing to establish a local company in Shangrao to contribute to the development of his hometown through technology [6]. - The company is actively working with the Shangrao government to implement AI embodied intelligence technologies in various fields, aiming for mutual benefits [6][7]. - Pilot projects for AI one-on-one precise learning have been launched in local educational institutions, receiving positive feedback [7].

2025年12月6日，国盛证券发布金马游乐(300756.SZ)公司点评研报，聚焦公司11月28日文旅文娱机器人 应用场景发布会核心成果，讲述公司在游乐主业向好基础上，正开启文旅文娱机器人业务新篇章，维 持"买入"评级，并发布未来三年财务预测，看好其长期增长潜力。 斩获超千台订单 智能新品落地多元场景 11月28日，金马游乐在粤港澳大湾区文化产业投资大会期间举办"乘时代风潮，拓战略蓝海"主题发布 会，现场与乐华娱乐等多家文旅文娱头部企业签署合作协议，累计斩获超千台具身智能机器人订单。其 中，乐华娱乐将批量采购1000台文旅具身智能机器人，首批交付于2025年12月启动，2026年完成全面交 付。 发布会同步亮相两款核心创新产品：由金马游乐与上海矩阵超智合资设立的"金马矩阵"推出首款"文旅 智能服务型人形机器人'小马1号'"，搭载多模态交互技术，可精准识别游客语音、表情及动作，兼具导 览讲解、票务咨询、互动娱乐等功能；与星尘智能联合打造的"机器人MART零售服务店"，以7平方米 空间实现全流程自主运营，绳驱AI机器人可完成语音接待、下单支付至商品制作递送的闭环服务，此 前在中山奇遇时光乐园试点时已成为网红打卡点 ...

Core Insights - The article highlights the strategic advancements of Jinma Amusement in the cultural and tourism industry, focusing on the launch of intelligent robots designed for various entertainment and tourism scenarios [1][3][10] Strategic Upgrade: From Equipment Development to AI Empowerment - Jinma Amusement is transitioning from traditional amusement equipment to AI-enabled products, emphasizing the importance of technology as a driving force for innovation in the cultural tourism sector [3] - The company has extensive experience in mechanical engineering, electrical control, virtual reality, and safety standards, which supports its entry into the AI field [3] Technological Advancement: Launch of Cultural Tourism Humanoid Robots - Jinma Amusement has made a strategic investment in Shanghai Matrix Super Intelligence System Integration Co., Ltd., establishing a joint venture named "Jinma Matrix" to explore innovative applications of AI and robotics in cultural tourism [4] - The first humanoid robot, designed for cultural tourism, was unveiled, featuring interactive capabilities and multilingual services [6] Market Expansion: From Domestic Leadership to Global Outreach - Jinma Amusement has signed cooperation agreements with leading companies in the cultural tourism sector and received orders for over a thousand robots during the launch event [7] - The company plans to implement a phased rollout of its products starting in December 2025, with a global expansion strategy set for 2026 [9] Future Outlook: AI and Cultural Tourism, Unlocking Infinite Possibilities - The company believes that AI technology is reshaping the cultural tourism industry across all operational aspects, from manufacturing to experience design [10] - Jinma Amusement aims to create a one-stop solution that integrates technology and culture, enhancing visitor experiences through innovative and intelligent products [10]