公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 siliconangle 。 英特尔旗下计算机视觉子公司 RealSense 今日宣布，已正式从母公司分拆，成为一家独立运营公司，并完成了 5000万美 元融资。 本轮融资由一家未具名的半导体私募股权公司领投，英特尔资本与联发科创新基金（MediaTek Innovation Fund）等战略 投资者也参与其中。RealSense表示，这笔资金将帮助其拓展新市场，并加速在人工智能、机器人技术和生物识别等领域 的创新。 RealSense 是全球领先的计算机视觉系统开发商，专注于深度感知与追踪技术，让配备摄像头的机器人、无人机等设备能 感知并理解其所处的三维环境。 Orbach指出，RealSense的视觉技术正是AI与机器人融合的"秘密武器"，它们将赋予机器更安全、更高效的感知能力，使 其能广泛应用于日常与工作场景。 "我们的技术并不是要取代人类的创造力或决策能力，而是为了让人类远离危险与繁重劳动，"Orbach 表示，"我们的系统 旨在释放人的潜能，将重复性任务交由具备智能、可靠、安全视觉系统的机器来完成。" 为了迎接对视觉与深度相机日益增长的 ...

机器人大讲堂获悉， 高性能柔性触觉传感器研发、生产商 「赛感科技」近日成功完成数千万元 Pre-A轮融 资。 本轮融资由 招商局创投领投，琥珀资本及产业方博杰股份跟投 ，融资资金 将用于核心技术投入、产品 研发迭代及市场化应用探索 。 招商局创投是招商局集团以投资推进产业与创新科技融合的企业创投平台，专注在招商局产业价值链上发现、 培育、整合产业科技创新类项目 ，投资领域涵盖数字科技等科技创新领域。值得关注的是，招商局创投今年 在机器人领域动作频频，已投资首形科技、千寻智能、逐际动力等一批人形机器人与具身智能企业。此次对赛 感科技的投资，进一步强化了其在人形机器人与具身智能领域的战略纵深。 据机器人大讲堂了解， 赛感科技（全称：赛感科技有限公司） 成立于 2023年，是一家专注于柔性传感技术 的高科技企业，核心业务聚焦于新一代高性能柔性智能传感器及机器人电子皮肤的研发、生产与销售。 在核心团队方面 ， 赛感科技 的技术源自南方科技大学超柔性电子学实验室 ， 研发团队由超过 20位博士和 博士后组成 。赛感科技 创始人兼首席科学家 为南方科技大学材料科学与工程系 郭传飞教授 ，他 长期致力 于高性能电子皮肤 、 ...

Core Viewpoint - The article discusses the differences between embodied intelligence (EAI) and composite robots, highlighting their distinct technological frameworks, control logic, and application scenarios [2][3][4]. Group 1: Technical Framework and Control Logic Differences - Composite robots are products of pure control theory, originating from the late 1970s, focusing on precise and consistent movements through pre-written control logic [3]. - Embodied intelligence relies on generative AI for control, allowing for flexibility and adaptability in decision-making without strictly predefined rules [3][4]. - The balance between generalization capability and consistency is crucial, with composite robots excelling in high-precision tasks, while embodied intelligence thrives in dynamic environments [4][6]. Group 2: Application Module Differences - Composite robots have a singular application logic, primarily driven by pre-set control logic, making them efficient in tasks requiring high consistency and reliability [6]. - Embodied intelligence systems are more versatile, integrating various technologies and allowing for autonomous decision-making and adaptability in diverse scenarios [6][7]. - The operational efficiency of embodied intelligence is maximized through a centralized "brain" that coordinates multi-modal information and optimizes task execution [7]. Group 3: Applicable Scenarios Differences - Composite robots are best suited for fixed, high-precision industrial environments where tasks are well-defined and require minimal error [9]. - Embodied intelligence is advantageous in complex, variable environments where autonomous learning and decision-making are essential, making it suitable for collaborative tasks [9].

长城医药科技六个月持有期混合型证券投 资基金 基金管理人：长城基金管理有限公司 基金托管人：中国农业银行股份有限公司 报告送出日期：2025 年 7 月 12 日 长城医药科技六个月混合 2025 年第 2 季度报告 §1 重要提示 本基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 本基金托管人中国农业银行股份有限公司根据本基金合同规定，于 2025 年 07 月 11 日复核了 本报告中的财务指标、净值表现和投资组合报告等内容，保证复核内容不存在虚假记载、误导性 陈述或者重大遗漏。 本基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈 利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书。 本报告中财务资料未经审计。 本报告期自 2025 年 04 月 01 日起至 2025 年 06 月 30 日止。 §2 基金产品概况 基金简称 长城医药科技六个月混合 基金主代码 011673 基金运作方式 契约型开放式 基金合同生效日 2021 年 ...

《科创板日报》记者获悉，智元机器人、宇树科技中标中移（杭州）信息技术有限公司2025年至 2027年人形双足机器人代工服务采购项目，总标包1.24亿，分别为：智元 7600万 （含税） ，宇树 4600万 （含税） 。 ...

本文来源 ：鑫椤锂电 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 全球维度下， 2025年H1国内三元材料企业的份额占比首次突破七成，来到70.5%，在全球TOP10中占 据7席。 2025年的三元材料市场呈现较为明显的"内强外弱"特点。 根据ICC鑫椤锂电统计数据显示， 2025年1-6月中国三元材料产量为32.1万吨，同比增长7.3%，全球三 元材料产量为45.5万吨，同比下滑4.5%。 数据来源：ICC鑫椤锂电 从材料型号来看： 中镍高电压延续着强势增长态势，受益于问界、理想、小米等热销车型以及下游新项目 送样测试需求带动，国内市场渗透率已来到 35%；高镍材料方面更多是来自宁德时代、LGES等电池企业 的项目需求； 受此影响，传统中低镍材料市场份额进一步压缩。 数据来源：ICC鑫椤锂电 从市场竞争格局来看： 国内三元 CR3集中度已来到53.9%，相较于2024年的47.9%提升了6个百分点。 南通瑞翔受益于中镍高电压产品的订单走俏，产销同比增速超60%，登顶行业TOP，容百科技和天津巴莫 则依靠自身高镍订单带动，紧随其后。 数据来源：ICC鑫椤锂电 备 ...

Market Overview - A-shares experienced a rebound with the Shanghai Composite Index reaching a new high of 3550 points on July 11, 2023, marking a 1.09% increase for the week [1][5] - The total market turnover on July 11 was 1.74 trillion yuan, the highest in over three months, with a significant increase of 221.5 billion yuan compared to the previous trading day [2][4] - The overall market saw 2960 stocks rise, with 68 hitting the daily limit up, while 2206 stocks declined [2] Sector Performance - Non-bank financials, computers, and steel sectors led the market gains, with respective increases of 2.02%, 1.93%, and 1.93% [2] - The real estate, steel, and non-bank financial sectors were the top performers for the week, with gains of 6.12%, 4.41%, and 3.96% respectively [3][5] - The rare earth permanent magnet sector saw significant activity, with companies like Northern Rare Earth and Baotou Steel hitting the daily limit up following positive earnings forecasts [3] Fund Flow and Investor Sentiment - Despite the market rebound, there was a cautious sentiment among investors, with a net outflow of over 14 billion yuan from the main funds on July 11 [4] - The computer, non-bank financial, and non-ferrous metal sectors saw the largest net inflows, amounting to 36.91 billion yuan, 32.78 billion yuan, and 7.22 billion yuan respectively [4] - The overall market capitalization of A-shares reached 102.11 trillion yuan, setting a new historical high [4] Future Outlook - Analysts suggest that the market is likely to continue its upward trend, driven by steady volume release and potential inflow of new capital [5][6] - There is an expectation of a new phase of market growth in the second half of the year, with a focus on sectors such as consumption, technology, and dividend stocks [6]

Core Insights - The year 2025 is projected to be the milestone for mass production of humanoid robots, with Gallium Nitride (GaN) semiconductors playing a crucial role in bridging the gap between laboratory prototypes and commercial applications [1][2] - GaN semiconductors outperform traditional silicon-based chips in terms of high frequency, energy efficiency, and high voltage tolerance, addressing key challenges in robotic joint drive precision, power density, and heat dissipation [1][2] Group 1: GaN Semiconductor Advantages - GaN chips exhibit significantly lower conduction losses (70% reduction compared to silicon devices) and higher switching speeds, making them ideal for robotic wrist joint drives [2][4] - The introduction of GaN technology allows for smaller device sizes, improved motor power, and enhanced dynamic control for humanoid robots, meeting the increasing market demand for higher load-bearing capabilities [3][4] - GaN's high power density enables robots to achieve practical applications, such as lifting heavy objects, which exceeds the capabilities of silicon chips [3][4] Group 2: Industry Developments and Applications - Major companies like Texas Instruments are focusing on GaN applications in humanoid robots, highlighting its potential for high-precision motor control at elevated PWM frequencies [4] - InnoSilicon has successfully integrated GaN products into various core components of humanoid robots, achieving a 30% power increase and a 5% improvement in conversion efficiency [4][8] - The introduction of GaN technology is expected to significantly reduce the size of power supplies by 30%, optimizing the limited space available in robots [8] Group 3: Market Potential and Future Outlook - The humanoid robot industry is on the brink of explosive growth, with projections indicating that the market could be 100 times larger than that of electric vehicles in the next five years [10][11] - Each humanoid robot may require approximately 300 GaN devices, with the potential for this number to exceed 1000 as performance and power density improve [11] - The market for humanoid robots is anticipated to evolve into a multi-billion dollar industry within five years, with long-term projections suggesting a trillion-dollar market for household smart devices [11]

中移（杭州）信息技术有限公司由中国移动通信有限公司100%持股。根据此前该项目的比选公告，中移（杭 州）信息技术有限公司本次采购的项目总预算为1.2405亿元（含税）。采购包1为全尺寸人形双足机器人，预 算为7800万元（含税），最终中选人为智元机器人；采购包2为小尺寸人形双足机器人、算力背包、五指灵巧 手，预算为4605万元（含税），中标人为宇树科技。 7月11日，第一财经记者了解到，智元机器人和宇树科技在中移（杭州）信息技术有限公司2025年至2027年人 形双足机器人代工服务采购项目中中标。 ...

2025年7月9日，北京人形机器人创新中心有限公司与李宁(中国)体育用品有限公司签署战略合作，并在 李宁运动科学研究中心举行"人形机器人运动科学联合实验室"揭牌仪式。双方共同探索人形机器人运动 科学的理论前沿与技术突破，推动科研成果转化，引领智能运动与机器人产业的融合发展。(人民财讯) ...