Core Viewpoint - The A-share market showed a strong performance in the early session on December 17, with all three major indices rising, indicating a potential for continued market volatility and sector rotation as the year-end approaches [1][3]. Market Performance - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component increased by 0.83%, and the ChiNext Index gained 1.21% during the morning session [1]. - Over 3,700 stocks experienced declines, with a total trading volume of 1 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1]. Hot Sectors 1. **Lithium Mining Concept** - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits and Shengxin Lithium Energy hitting the daily limit [1]. 2. **Electrolyte Concept** - The electrolyte sector rebounded, with Tianji Co. reaching the daily limit [1]. 3. **Computing Hardware Concept** - The computing hardware sector was active, with Huanxu Electronics hitting the daily limit and major optical module companies experiencing collective gains [1]. 4. **Retail and Dairy Concepts** - The retail and dairy sectors saw a recovery, with Zhuangyuan Pasture hitting the daily limit and Li Qun Co. achieving two consecutive trading limits [1]. Notable Stocks - Muxi Co. saw its stock price surge over 700%, surpassing 800 yuan during trading [2]. Sector Declines - The Hainan and military sectors experienced the largest declines in the market [3]. Institutional Insights 1. **Galaxy Securities** - Anticipates that the market will continue to exhibit a volatile structure as the year-end approaches, with a focus on policy dividends and economic trends for the upcoming year [3][9]. 2. **Cinda Securities** - Suggests that style switching may become more pronounced, recommending a focus on low-value sectors and emphasizing the potential for growth in non-bank financials and cyclical stocks [7]. 3. **Zhaoshang Securities** - Projects that investment opportunities in 2026 will revolve around domestic demand recovery and technological self-reliance, with a favorable outlook for cyclical styles [10].

12月16日，云从科技（688327.SH）与深业资本、深圳科技园联合宣布，正式发起设立"深业云从人工智能产业投资基金"。赣深产业基金、宁波奇精集团等 多家产业及机构共同出资，首期规模3亿元。 据「TMT星球」了解，基金将聚焦AI基础设施、行业智能体应用和具身智能产业生态培育，推动新一代人工智能产业的体系化、规模化发展。深业云从基 金的设立，是云从科技长期深耕人工智能产业链后的又一次主动迈向更高层级的产业生态构建，也是云从科技发起设立的首个人工智能产业基金。 近年来，云从科技围绕"AI基础设施+行业智能体"两条主线持续投入，通过在城市治理、金融、医疗大健康、制造业等重点领域的规模化落地，逐步形成了 从基础技术、平台能力到场景应用的体系化能力。 新基金的成立，正是为了将这些能力高效导入实体经济，在人工智能从"技术攻坚"迈向"规模化落地"的关键转折点，一支真正懂产业、敢深耕的长期资本重 磅入场，将加速实现价值转化。 产业方共协同，为产业链注入确定性力量 深业集团作为深圳市国资委打造深港合作赋能新平台的主体，在香港设有上市主体、运营中心，现正联合头部企业推动河套地区、北部都会区的开发和运 营，为链接香港及世界优质科 ...

有业内专家指出，当下具身智能的核心痛点是"数据困境"，解困密钥在于真实场景数据。从这个维度来 看，机器人每一次摔倒都在为"数据困境"编织出路。只有先突破"数据困境"，才能着手解决"模型困 境"，让机器人真正成为生产力工具。 本届大赛上机器人"洋相"，绝非技术无能的体现，而是一场主动设计的"压力测试"。业内专家和企业对 此达成了高度共识，他们认为，这些失误是技术迭代过程中不可或缺的宝贵财富，其价值远大于任何精 心编排的完美演示。正是通过这些真实的挫折，行业才能收集到推动进步的关键数据，明确攻关方向， 并加速机器人从炫酷的展示品迈向可靠实用的生产力工具。可以说，每一次摔倒和失误，都是中国具身 智能产业为了真正"站立"并奔跑起来所必须经历的锤炼。 校对：杨立林 周末的上海张江科学会堂成了"遛娃圣地"：2025国际具身智能技能大赛在此举办，"硅基生命"被推到公 众眼前，完成爬坡、搬运、叠衣、陪护等任务。家长带娃前来想领略"黑科技"，却见证了颇多笑料：有 的机器人在执行任务时突然"一脸懵"愣在原地，有的在绕过障碍时把自己扳倒；有一台机器人刚出场就 重重摔伤，脑壳碎了一地……人们纷纷揶揄道，原来热度颇高的具身智能赛道，也 ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) showed strong performance, rising 2.26% and breaking through intraday moving average resistance, with significant gains in stocks like Hehe Information, which surged over 13% [1] - The Robot ETF (562500) experienced a mild recovery, closing up 0.52% at 0.960 yuan, with notable performances from stocks such as Yuntian Lifa, which rose nearly 7%, and other leading companies in the sector [1] - Overall trading activity remained active, with a total transaction volume of nearly 890 million yuan for the AI ETF and approaching 700 million yuan for the Robot ETF, indicating strong market engagement [1] Hot News - Yushu Technology announced the launch of a humanoid robot App Store, featuring user-generated content and preset actions, enhancing user interaction and functionality [2] - The Guangdong-Hong Kong-Macao Greater Bay Area AI and Robotics Industry Conference revealed that by November 2025, there will be over 3,700 AI and robotics companies in Guangdong, with a core industry scale projected at 220 billion yuan, reflecting a year-on-year growth of approximately 22% [2] - Green's Harmony CTO disclosed rapid advancements in humanoid robot joint technology, with market demand exceeding expectations and a rise in customized requests for multi-scenario functionalities [3] Institutional Views - Guojin Securities highlighted a dual acceleration in the embodied intelligence and humanoid robot industry in China, focusing on "technology implementation + ecosystem expansion" [4] - Companies like Zhongpan Robotics have launched humanoid robots starting at 180,000 yuan, marking a breakthrough in commercial pricing, while other firms are enhancing their supply chains and production capabilities [4] - Collaborations between companies such as Zengcao Travel and Yuesao Technology are integrating robotic technology into Robotaxi scenarios, indicating a trend towards ecosystem expansion [4] Popular ETFs - The Robot ETF (562500) is the only fund in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range and flexibility in small and mid-cap stocks [5]

其中，中国工程院院士、国家制造强国建设战略咨询委员会主任周济分享了我国智能制造发展两个阶段的"路线图"。他预计到 2035年，中国智能制造技术和应用水平将走在世界前列。 "当前，我们正处于以人工智能技术为标志的第四次工业革命起点，智能制造2.0将推动形成新的工业高潮，重塑技术体系、生产 模式与产业形态。"周济强调，未来十年是中国制造业从"数字化转型"到"智能化升级"的关键期，将分两个阶段推进，第一阶段 是数字化转型，第二阶段是智能化升级。 被誉为"大疆教父"的固高科技董事长, XbotPark机器人基地发起人、香港科技大学电子与计算机工程学系教授李泽湘在会上指 出，从产业基础维度点明湾区优势：凭借全球最完整的供应链与年轻的创业生态，粤港澳大湾区正从"制造工厂"跃升为"创新源 头"。 12月12日至14日，以"智联世界，湾区新篇"为主题的2025年粤港澳大湾区人工智能与机器人产业大会暨广东省人工智能与机器 人技能大赛（简称：XAIR大会）在广州举行。 作为粤港澳大湾区规格最高的人工智能和机器人产业盛会，今年的XAIR大会汇聚超600家代表性企业，参会总人数突破万人， 不仅是一场展示大湾区"赛博实力"的产业全景秀 ...

Core Insights - The article discusses the integration of robotics into various aspects of human life, emphasizing advancements in artificial intelligence and the significance of the 2025 Global Developer Pioneer Summit and the International Embodied Intelligence Skills Competition held in Shanghai [1]. Group 1: Competition Overview - The competition features six major themes and 17 sub-events, covering a wide range of scenarios where robots can be integrated into human life, from industrial production to social services [2]. - A unique judging mechanism combines rational metrics (parameters and code) with emotional standards (experience and warmth), allowing for a comprehensive evaluation of robotic capabilities [2]. Group 2: Robot Performance - Robots generally perform well on basic tasks but show variability in completing advanced tasks, indicating a gap in efficiency and execution [3]. - The industrial handling scenario tests robots' ability to navigate and transport items autonomously, highlighting the need for practical applications beyond laboratory settings [3]. Group 3: Industry Development in Shanghai - The event serves as a platform for promoting technological advancements and aims to secure China's position in the global artificial intelligence landscape [4]. - Shanghai's implementation plan for embodied intelligence aims to gather 100 key enterprises and achieve a core industry scale exceeding 50 billion by 2027 [4]. Group 4: Policy and Application - The establishment of the Shanghai humanoid robot pilot alliance aims to bridge the gap between technology prototypes and mature products, fostering a collaborative innovation ecosystem [5]. - Four key milestones for the next phase of embodied intelligence development include transitioning from imitation to reasoning, enhancing data collection methods, achieving full-body coordination, and establishing unified evaluation standards [5].

大会还发布了《无锡（梁溪）具身智能场景清单》，以城市级真实需求精准牵引技术落地。"梁溪 科技城人工智能硬科技天使基金"同步设立，为前沿科技领域的早期及小型创新企业送上关键助力。 会上，快仓智能、微亿智造等6家企业重磅发布具身智能新品，展示机器人灵巧操作、数字孪生等 前沿应用。江苏极视星光、人民中科等7家企业与无锡市梁溪科技城发展集团签约算力合作，达瓦科 技、行云半导体等18家人工智能与具身智能重点落地项目进行集中签约。 12月12日，"智融世界·具身未来"第三届无锡国际人工智能创新应用大会在无锡梁溪举行。会上， 芭熹智能科技、博锐半导体、油侠科技、星元格物等4个参赛团队与中科无锡AI创新中心签订成果合作 落地协议，第四届无锡国际人工智能创新应用大赛同步启动。 本届大赛设立"算法赛道"与"创新应用方案赛道"，吸引全球1024名开发者、409支团队参与，征集 创新方案150个。经过激烈角逐，12支算法团队与16支应用方案团队共28支顶尖队伍脱颖而出。 ...

客观上看，资本的密集涌入、市场的高度关注，对于鼓励创新来说是件好事，但真正的风险在于， 如果资本过度集中在少数"讲故事"的企业，过于强调投资市场回报而忽略了基础研发、核心零部件突 破、应用场景深耕等长期投入，那么当潮水退去，留下的可能并不是我们想要的坚实的产业基础。 原标题：理性看待机器人产业速度与泡沫 资本的密集涌入、市场的高度关注，对于鼓励创新来说是件好事。但真正的风险在于，如果过于强 调投资市场回报而忽略了基础研发、核心零部件突破、应用场景深耕等长期投入，那么当潮水退去，留 下的可能并不是我们想要的坚实的产业基础。 近来，有关人形机器人的声音不绝于耳，大概观点有两个：一是人形机器人市场将持续升温，明年 将成为人形机器人落地的关键一年；二是有市场人士担忧，当前人形机器人技术成熟度、应用场景、安 全性等方面仍有不少缺陷，市场过热或引发投资泡沫。 在机器人产业融资活跃、资本热捧之际，及时提醒市场保持清醒头脑与理性态度是十分必要的。正 如国家发展改革委新闻发言人在回应上述关切时所言，"速度"与"泡沫"一直是前沿产业发展过程中需要 把握和平衡的问题，对于具身智能产业也一样。 近年来，在创新引领和需求释放的双重作用 ...

China Media Group Eyes on Future Industries, Six Future-Oriented Arenas Reveal Chinese SolutionsDecember 11, 2025 9:10 PM EST | Source: HmediumBeijing, China--(Newsfile Corp. - December 11, 2025) - China Media Group has held its inaugural "Direct to the Future" Annual Ceremony. The event, themed "The Industries of Tomorrow, The Future of Industry," highlighted six key sectors including the low-altitude economy, artificial intelligence, and embodied intelligence. It showcased cutting-edge innov ...

（来源：PaperWeekly） NeurIPS 2025 刚刚在圣地亚哥落下帷幕。 作为全球 AI 领域的风向标，今年的 OpenReview 数据比往年更具冲击力。5825 篇接收论文刷新了历史记录，但如果只看数字，你可能会错过今年最本质 的变化。 结合 AI World 的两份深度报告以及我们挖掘的全量数据，一个清晰的新秩序浮出水面。 中美双极格局固化，LLM 的单纯架构红利正在边际递减，强化学习与具身智能全面接管赛场。 而最残酷的真相是：学术界与工业界的界限已被打破，算力与人才的深度绑定，成为了通往 SOTA 的唯一门票。 榜首易主：全量反超与头部博弈 今年数据的最大看点，在于全量和头部两个维度的反差。大多数人只盯着 Top 50 榜单看，觉得 Google 还是稳坐榜首。但如果把范围拉大到所有机构，清 华其实已经在总量上拿到了第一。 这两张图，说明了两个完全不同的问题。 1. 全量总榜 首先看包含所有长尾机构的全量统计（All）。中国高校靠着庞大的科研规模，在数量上压过了工业界巨头。 | Tsinghua | | University of Chinese ... | | Beijing .. | ...