靳玉志还就汽车产业的发展趋势提出"三波浪潮"观点，指出产业正加速迈向具身智能时代：第一波是电 动化浪潮（2015-2022），电力代替燃油，出行成本得到大幅降低；第二波是智能化浪潮（2022- 2027），算法替代司机，安全和体验得到大幅提升，更多释放人驾的时间，降低事故隐患，挽救生命； 第三波，从2027年开始，将迎来自动化浪潮，将重新定义安全和体验标准，打造智能移动新空间，整体 提升交通出行效率和社会效率，让生活更加美好。 在技术发展路径上，靳玉志介绍了华为乾崑的阶段性规划。2025年，ADS 4系统首发面向L3技术架构的 高速商用解决方案，具备高速L3试点商用能力及城区L4测试能力；2026年，在法规允许前提下，力争 实现高速L3规模商用及城区L4商用试点；2027年，随着高速与城区NCA功能普及，L3将实现规模放 量，城区L4进入商用阶段，Robotaxi与干线物流逐步落地，全面开启载人&载物的无人化新时代。 责任编辑：何俊熹 新浪科技讯 9月28日晚间消息，在2025世界新能源汽车大会期间，华为智能汽车解决方案BU CEO靳玉 志受邀出席"前瞻科技与融合创新"主题论坛，分享了对汽车产业发展趋势的洞察 ...

在战略性新兴产业与未来产业交织发展的时代背景下，人工智能与机器人技术已成为推动社会进步的重 要引擎。近日，第五十四期院士讲堂在深圳人才公园求贤阁开讲，加拿大工程院院士、南方科技大学电 子与电气工程系讲席教授张宏院士带来了《人工智能与机器人——导航与操作任务中的应用》的精彩演 讲，吸引了来自人工智能、机器人等领域的专家学者、高层次人才、企业代表以及市民朋友共200余人 参与。本次活动由南山区委组织部（区人才工作局）主办，华润置地城市运营管理（深圳）有限公司承 办，南山区工业和信息化局、南山区城市管理和综合执法局、深圳高科技企业协同创新促进会等单位协 办。 张宏院士在演讲中指出："我们的核心目的就是利用人工智能领域开发的技术，帮助机器人获得在开放 世界中工作的能力，让机器人进入日常生活。"他结合自身研究经历与团队在深圳市机器人视觉与导航 重点实验室的成果，阐释了多项相关研究，包括与企业合作研发外卖配送机器人以解决最后几百米配送 问题，以及开发四足机器狗的视觉行人跟随技术——该技术还在现场进行了演示。 人工智能基础模型为机器人提供了应对开放世界所需的"先验知识库"。张宏院士指出，以大语言模型、 大视觉模型为代表的基 ...

同在机器人街区，且同名"6S店"，二者的含义与侧重却大不相同。"人工智能6S店"的6S指向"展示 （Show）、销售（Sale）、培训（School）、社群（Social）、解决方案（Solution）、孵化 （Startup）"六大服务功能。从定位来看，它聚焦技术"大脑"与AI赋能，构建"人人皆创客、万物可 AI"的全链条生态，实现"一个创意进、一个产品出"；机器人6S店则侧重具身智能"肢体"与实体执行， 推动机器人在多场景中规模化落地。两者通过资源共享与场景联动，共同搭建起从核心算法、智能硬件 到高端机器人产品的完整产业生态闭环。 "前店后厂"：创意走进来，产品走出去 2025年以来，龙岗区在AI领域动作频频：出台《龙岗区加快创建"AI龙岗"三年行动计划（2025-2027 年）》《龙岗区具身智能机器人友好示范城区三年行动方案（2025-2027年）》等文件，成立全国首个 人工智能（机器人）署，发布超400个"城市+AI"应用场景，设立10亿元产业基金。一个涵盖政策支 持、平台搭建、场景开放、生态培育的全方位AI产业促进体系，正在龙岗加速成型。显然，全球首个 机器人6S店的落地，是"AI龙岗"建设的又一里 ...

Core Viewpoint - The article discusses the transition of Huawei's "Genius Youth" program participants, highlighting their shift from Huawei to various entrepreneurial and academic paths, particularly in the AI sector, showcasing their contributions and achievements in the industry [1][2][82]. Group 1: Entrepreneurial Paths - The "Genius Youth" program has produced notable entrepreneurs, with six out of ten participants choosing to start their own companies [82]. - 彭志辉, a prominent figure, left Huawei to co-found 智元机器人, which has secured significant funding and contracts, indicating strong market potential [10][15]. - 季宇 founded 行云集成电路, focusing on AI chip development, and has successfully launched a new product with competitive pricing [34][36]. - 王乃行 established 博思芯宇, targeting AI chip lifecycle management, and has also secured substantial funding [41][43]. - 丁文超 transitioned from Huawei to academia and then co-founded 它石智航, which focuses on embodied intelligence and has achieved significant funding milestones [48][50]. - 黄青虬, known for his work in laser radar algorithms, is also venturing into entrepreneurship in the field of embodied intelligence [56]. Group 2: Academic Paths - Four participants returned to academia, contributing to research and education in their respective fields [82]. - 周满 joined 华中科技大学, focusing on cybersecurity and wireless systems [62][63]. - 任宇翔 became an assistant professor at 南京大学, specializing in graph computing and AI models [70][72]. - 徐科 returned to 南京大学, where he is involved in data intelligence and visualization research [75][76]. - 邵典 took a position at 西北工业大学, focusing on AI and computer vision [81]. Group 3: Background of the "Genius Youth" Program - The "Genius Youth" program was initiated by 任正非 in 2019, aiming to cultivate top talent in key technological fields [85][88]. - Participants were offered competitive salaries, with the highest tier reaching up to 201 million yuan, attracting elite graduates [88][90]. - The program has been influential in shaping the careers of its participants, many of whom have made significant contributions to the tech industry [91][92].

近日，合肥优艾智合机器人股份有限公司（下称："优艾智合"）正式向港交所提交上市申请书，计划通过18C章程在港交所主板挂牌上市， 由中金公司担任独家保荐人。如若优艾智合此次顺利实现港股上市，其或将成为"移动操作机器人第一股"。 | 编纂]項下的[编纂]數目 | :: | [編纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | --- | | [编纂]數目 | : | [编纂]股H股(可予[编纂]) | | [编纂]數目 | : | [編纂]股H股(可予[編纂]及視乎[編纂]行使與否而 | | | | 定) | | [編纂] | .. | 每股H股[編纂]港元,另加1.0%經紀佣金、 | | | | 0.0027％證監會交易徵費、0.00015%會財局交 | | | | 易 徵費及0.00565%香港聯交所交易費(須於申 | | | | 請時以港元繳足且多繳股款可予退還) | | 面值 | : | 每股股份人民幣0.10元 | | [编纂] : [·] | | | 据悉，该公司此次上市所募资金将主要用于加强具身智能技术研发、建设多功能中心、提升国际品牌影响力，并寻求产业链相关的战略投资 与并购 ...

资本市场上，机器人无疑是最亮眼的明星之一。 不久前，马斯克发布"宏图计划第四篇章"，明确未来发展方向将从电动汽车与能源领域转向人工智能与机器人。他甚至在社交 平台称，未来特斯拉约80%的价值都将来自于Optimus机器人。 国内，智元机器人董事长邓泰华则判断，今年具身智能机器人就将迎来商用发展的拐点，并预计今年有几千台的出货，明年会 有数万台，希望未来几年达到每年数十万台规模。 人形机器人的万亿蓝海正在吸引A股汽车零部件厂商争相进入，汽车变速器龙头万里扬也不例外。近日，浙江万里扬机器人科技 有限公司总经理郭恩有，在接受记者采访时透露，目前正在为2个客户共10个产品（包括谐波减速器、谐波关节模组、行星关节 模组）进行开发制造，11月初将给客户送样。 记者此前在某头部机器人本体厂商处也了解到，采用行星滚柱丝杠的直线执行器架构的厂商比较少，因为难度比较高，而且行 星滚柱丝杠目前供应链还不成熟，外采成本高，自研难度大，同时相应的运动控制算法也会更难。 郭恩有也坦言，"目前国内比较多的厂商采用的是下身用行星、上身用谐波的组合方案，因为下半身需要走路、奔跑，对强度要 求高，精度要求较为次要，而上半身需要去作业，操作工具， ...

8月末，海天瑞声交出亮眼半年报，其净利润同比增长高达813.65%。对此，海天瑞声CEO李科在#凤凰 湾区财经论坛2025#上表示，公司业绩的强劲增长主要归因于DeepSeek等大模型催生的全球性数据需 求，尤其在思维链（Chain-of-Thought） 和多模态数据领域，海天瑞声凭借深厚储备实现国内外市场双 线增长。 他指出，具身智能的数据难题远超自动驾驶，主要体现在多传感器（触觉、听觉等）的同步融合、动作 分解的标准缺乏业界共识以及数据质量标准难以界定等方面。为解决这些难题，海天瑞声正在筹建多元 异构、多本体的"具身智能数据训练场"，通过让不同机器人在同一场景交互来采集数据。同时，公司积 极在国内外接触机器人公司，寻求商业闭环。 凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛 以"新格局·新路径"为主题，汇聚全球政商学界精英，共同洞察变局脉络、探寻发展新机。 此外，当大模型从数字世界走向物理世界，"具身智能"被视为AI的下一重要载体。李科表示，海天瑞声 已开始在该领域前瞻性布局，以应对其带来的独特数据挑战。 对于人形机器人进入家庭场景的时间，李科 ...

Investment Rating - The investment rating for the defense and military industry is "Positive" [2] Core Viewpoints - The year 2025 is expected to be a significant turning point for the military industry, characterized by a "dual-cycle resonance" and a major investment year due to economic recovery, value reassessment, and event-driven catalysts [5][55] - The successful electromagnetic catapult launch of three types of carrier-based aircraft from the Fujian aircraft carrier marks a significant advancement in China's naval technology, positioning it among the world's leaders [4][24] - The development of humanoid robots and their practical applications in military settings is anticipated to enhance operational efficiency and reduce casualties on the battlefield [4][21] Summary by Sections 1. Robot Industry Tracking - Humanoid robots are seen as a sector driven by both emotional and industrial trends, with significant potential for growth despite short-term performance volatility [10] - Tesla is transitioning from an electric vehicle company to an AI and robotics company, with its upcoming shareholder meeting in November expected to be a critical milestone for the industry [12][13] - The focus on dexterous hands in robotics is crucial, as advancements in technology are needed to improve their functionality and production efficiency [17][20] 2. Fujian Aircraft Carrier's Electromagnetic Launch Success - The successful launch of J-15T, J-35, and KJ-600 aircraft from the Fujian carrier demonstrates China's advanced naval capabilities and is expected to reshape the balance of power in the Western Pacific [4][24] 3. Market Performance Review - The defense and military index underperformed the broader market, with a decline of 0.26% during the week of September 22-26, 2025, ranking 11th out of 29 sectors [3][31] - Year-to-date, the defense and military index has increased by 16.65%, outperforming the broader market by 2.44 percentage points [33] 4. Key Investment Themes and Beneficiaries - The report emphasizes the importance of "new combat capabilities" and low-valuation stocks as key investment themes, highlighting companies such as AVIC Shenyang Aircraft, Huayin Technology, and Aerospace Electronics as potential beneficiaries [5][55] - The anticipated recovery in military spending and the opening of new markets in military trade and high-end civilian applications are expected to drive growth in the military industry [5][56]

Investment Rating - Industry Rating: Recommended [6] Core Viewpoints - The humanoid robot industry is expected to accelerate towards mass production due to breakthroughs in AI technology and increasing domestic and international enterprise layouts, with strong demand for domestic core components [10][11] - The photovoltaic industry is poised for a new upward cycle as prices for silicon materials and wafers have rebounded significantly, creating pricing space in battery and module segments [24][26] - The renewable energy sector, particularly wind and solar power, is projected to continue playing a crucial role in achieving carbon neutrality goals, with significant installed capacity expected to be added from 2025 to 2035 [25][26] Humanoid Robots - Google has launched the Gemini Robotics 1.5 series, indicating a significant step towards the industrialization of humanoid robots, with domestic companies likely to benefit from the strong demand for core components [10][11] - The industry is seeing increased participation from major tech companies, which is expected to create opportunities for the supply chain, particularly for key component suppliers [11][12] - Focus areas include advancements in dexterous hands and lightweight materials, which are critical for improving robot efficiency and performance [12] New Energy Vehicles - The new energy vehicle sector is experiencing rapid growth, driven by the introduction of high-quality models and advancements in battery technology, which enhance performance and reduce costs [14][15] - The lithium battery supply chain is expected to expand due to increasing demand from electric vehicles and energy storage systems, with a focus on solid-state batteries and new materials [17][18] - Companies with strong technological advantages and those expanding into new applications are likely to benefit from the evolving market landscape [15][18] Renewable Energy - The photovoltaic industry is undergoing structural changes aimed at optimizing supply and reducing internal competition, with a focus on enhancing operational efficiency and market competitiveness [23][24] - The total installed capacity of wind and solar power in China has significantly increased, contributing to the majority of new power installations since the start of the 14th Five-Year Plan [26] - The industry is expected to see continued growth driven by technological innovations and the expansion of new applications, including energy storage and distributed generation [25][27] Power Equipment & AIDC - The AIDC industry is benefiting from high demand and technological advancements, particularly in liquid cooling systems, which are expected to see rapid growth [4] - Companies that are actively expanding into overseas markets and have a strong competitive position in core supply segments are likely to experience significant growth [4]

今年2月6日，乐享科技宣布完成天使轮融资，该轮融资由IDG资本领投、Monolith、经纬创投、真格基 金、红杉种子基金、绿洲资本跟投，融资总金额近2亿元，投后估值约为6亿元。 三个月后，乐享科技于5月26日宣布完成亿元级"天使+"轮融资，由锦秋基金领投，老股东经纬创投、绿 洲资本、Monolith超额加投，光源资本跟投，光源资本担任独家财务顾问，投后估值近12亿元。 9月28日，消费级具身智能机器人企业苏州乐享智能科技有限公司（以下简称"乐享科技"）正式宣布完 成2亿元"天使++"轮融资。 本轮融资由钟鼎资本领投，老股东IDG资本持续加投。资金将主要用于自研核心零部件攻关、机器人本 体与运动控制技术开发及意识仿生模型迭代等，目标加速消费级具身智能产品规模化落地。 成立9个月完成三笔总额近5亿元融资 乐享科技成立于2024年12月，位于吴中经开区，是一家专注于消费级具身智能机器人的企业，拥有传感 器等硬件研发、算法及生成式AI等核心技术。 自2024年12月成立以来，乐享科技已在9个月内完成三轮融资。 乐享科技创始人郭人杰出生于1997年，15岁进入西安交通大学少年班，21岁从伦敦政治经济学院经济学 专业研究 ...