齐鲁晚报·齐鲁壹点记者 尚青龙 高雅洁 科技浪潮奔涌，具身智能作为融合人工智能与实体机器人的前沿领域，正重塑生产力与生活方式。在青 岛这座创新之城，从家庭到工厂，从医院到港口，具身智能机器人正加速融入城市肌理，释放巨大潜 能。面对全球产业竞逐的机遇与挑战，青岛依托独特禀赋与前瞻布局，全力打造具身智能机器人"青岛 战队"，一条特色鲜明的突围路径日渐清晰。 高智商"大脑"与最强"小脑" 人形机器人的核心竞争力在于"智慧"与"行动"。青岛乐聚机器人凭借AI深度应用，赋予人形机器人"夸 父"超强的交互与决策能力。作为国内唯一的展厅导览人形机器人，"夸父"4Pro已在青岛人工智能展示 中心上岗。"在展厅导览场景中，'夸父'能凭借丰富的知识储备和流畅的多语种交流能力，为参观者带 来独特体验。这背后，是我们团队精心优化的算法及对AI技术的深度挖掘，让'夸父'不仅能'听懂'，更 能'理解'和'回应'。"乐聚智家（青岛）机器人技术有限公司COO梁佳自豪地介绍，"夸父"所展现的高度 智能化，展现了精密"大脑"的魅力。 除了精密"大脑"，人形机器人推广的另一重要制约因素是协调流畅的行动能力。青岛钢铁侠科技有限公 司十年磨一剑，为机 ...

Core Viewpoint - Hanwei Technology holds the leading market share in domestic gas sensors, with flexible sensors opening up growth opportunities [1] Group 1: Market Position and Product Focus - The company focuses on its core business, with high-margin sensors and smart instruments continuously increasing their revenue share [1] - Hanwei Technology consolidates its existing advantages in gas sensors while actively advancing its layout in optoelectronic and flexible sensors, being one of the earliest companies in China to engage in flexible sensor R&D [1] - The company has a globally leading capability in the industrialization of flexible sensors [1] Group 2: Performance and Growth Potential - The main business is experiencing a performance inflection point, with improved profitability [1] - The humanoid robot segment is entering an expansion phase, with electronic skin being a key component for achieving "embodied intelligence" [1] - The company has established a multi-dimensional product matrix covering "touch - balance - force control - smell" in the field of embodied intelligence [1] Group 3: Investment Rating - The report initiates coverage with an "Accumulate" rating [1]

Group 1: Communication ETF Performance - The Communication ETF has a turnover rate of 6.11% with a transaction volume of 18.11 million yuan on a single day. The average daily transaction volume over the past month is 50.60 million yuan [1] - Since the beginning of the month, the Communication ETF has seen an increase in scale by 42.68 million yuan, ranking first among comparable funds. Over the last 19 trading days, there have been net inflows on 10 days, totaling 56.56 million yuan [1] - As of September 25, the Communication ETF's net value has increased by 106.58% over the past year, ranking 342 out of 3031 index equity funds, placing it in the top 11.28% [1] Group 2: Alibaba's AI Developments - Alibaba has announced significant advancements in artificial intelligence, including a partnership with NVIDIA for Physical AI and the release of seven large model products, with Qwen3-Max being the strongest model to date [2] - The CEO of Alibaba stated that the company will invest an additional 380 billion yuan in AI infrastructure [2] - According to CITIC Securities, the capital expenditure driven by AI has substantial long-term potential, with a shift from network investment to computing power investment, indicating a strong growth trajectory for cloud services [2] Group 3: Optical Communication Sector Insights - Recent volatility in the optical communication sector has been noted, but strong demand and large orders in the overseas AI computing power market suggest that the fundamentals of the optical module industry remain solid [3] - The AI-driven expansion cycle in computing power is far from over, and the current market adjustments may provide better investment opportunities for investors [3] - As of August 29, 2025, the top ten weighted stocks in the Guozheng Communication Index account for 64.43% of the index, including companies like XinYiseng, Zhongji Xuchuang, and ZTE [3] Group 4: Stock Performance Overview - The stock performance of key companies in the optical communication sector shows varied results, with Zhongji Xuchuang down by 2.05%, China Telecom down by 0.45%, and ZTE down by 3.21% [5] - Investors can consider the Communication ETF linked fund (019072) to capitalize on investment opportunities in optical communication under the AI transformation [5]

作为 2025第二届中关村具身智能机器人应用大赛的核心赛道之一，具身智能学术前沿赛 以 " 推动原始创新 、引领技术变革 "为使命，聚焦具身智能与机器人技术交叉领域的前沿方向，为全球高校科研团队、企业研发 力量搭建学术交流与成果展示的高端平台 。 无论是多足机器人的复杂地形适应技术，还是软体机器人的柔性 材料创新，亦或是具身算法的突破式优化，都能在此赛道展现学术价值与技术潜力，现诚邀各领域创新者共赴 这场科技盛宴！ 具身智能学术前沿赛与大赛整体赛程同步，全周期分为 报名、初赛、决赛 三个阶段， 官方报名通道已于 7 月15日正式开启， 参赛报名可扫描下方图片二维码 。 能控制、机器人机构与材料等领域的启发设计与原始创新。 技术方向 包括 具身算法、智能运动、控制感知 与交互、结构设计、新材料应用等 ； 典型成果 包括 多足机器人、轮足机器人、飞行机器人、微纳机器人、 软体机器人、机器人模型算法、机器人运动控制、机器人创新机构与新材料等 。 ▍ 赛事形式 ： "报告+展示"双环节，呈现技术 硬 实力 具身智能学术前沿赛 采用 "学术报告+实物展示"相结合 的 形式， 报告分享环节 由参赛团队对竞赛产品进 行现场 ...

第四届全球数字贸易博览会(简称"数贸会")9月25日至29日在杭州举行。在期间举办的"数贸创投日"上， 浙江金控投资管理有限公司董事长郑钧表示，2025年年内将增设浙江省科创母基金四期、浙江省未来产 业科创基金等，打造形成创投基金矩阵。 记者了解到，自2023年9月浙江省科创母基金一期开启投资运作以来，截至当前已形成共计三期、认缴 总规模达110亿元的科创母基金体系，落地42只子基金，累计投决项目120余个。 深化运营"创融桥""投贷联动"等平台 浙江省科创母基金三期重点围绕"人工智能+制造""人工智能+能源""人工智能+医疗"等人工智能相关产 业领域进行投资。 郑钧表示，未来，浙江金控将优化基金布局，进一步提升基金体系的协同效率和投资精准度；改革体制 机制，探索更适应新质生产力发展规律的投融资模式；深化运营"创融桥""投贷联动""重大项目库""民 营企业融资直通车""全省产业基金一张网"等平台，优化赋能服务，提升企业价值。 而根据此前的公开信息，筹备当中的浙江省未来产业科创基金目标规模100亿元。 资金、赋能、生态形成合力 在资本"活水"之外，多方位的赋能和服务也是良好科创生态的重要组成部分。 浙江金控副总 ...

" 具身智能的「智驾味」越来越足。 " 作者丨 李雨晨 具身智能，已经成为智能驾驶创业者的下一个战场。 文远知行前 COO 张力加入逐际动力，任联合创始人兼 COO 。高继扬、赵行创办具身智能公司 —— 星 海图。今年，前华为车 BU 首席科学家陈亦伦、百度智能驾驶事业群负责人李震宇联合创立的 " 它石智航 " ，完成 1.2 亿美元天使轮融资，创下国内具身智能领域最大天使轮纪录。 全球具身智能市场正处于爆发前夜。 据《 2025 人形机器人与具身智能产业研究报告》显示， 2025 年中国具身智能市场规模预计达 52.95 亿元，占全球约 27% ；人形机器人市场规模预计达 82.39 亿元，占全球约 50% 。优必选、宇树科技、 银河通用、智元机器人等企业都宣布今年预计量产千台人形机器人。 | 技术层级 | 智能驾驶应用 | 具身智能迁移 | | --- | --- | --- | | 感知层 | 多传感器融合(激光雷达、摄像头、雷达) | 环境建模、物体识别 | | 決策层 | 路径规划、行为预测 | 任务规划、交互策略 | | 控制层 | 车辆动力学控制 | 运动控制、操作执行 | | 仿真层 | 虚拟 ...

ArtInHCI2025 October 21-23, 2025 Nanning 第三届人工智能和人机交互国际学术会议（ ArtInHCI2025 ）将于2025年10月21-23日在中国广西南宁召开 ，本次会议由 Research Institute on Frontier Technologies in Cyberspace Security, Nanjing University of Aeronautics and Astronautics, China 和 Universiti Sains Malaysia 协办。会议聚焦下一代智能交互范式，涵盖生成式AI、多模态感知与可解释性算法等前沿 技术，推动医疗影像诊断、具身智能协作及自适应系统等应用突破，并倡导以AI社会影响评估与责任创新框架为核心的伦理治 理体系。诚挚欢迎相关领域中的专家学者踊 跃 参会！ 会议官网： https://www.artinhci.com/ 会议时间：2025年10月21-23日 会议地点：南宁相思湖国际大酒店 出版物 ：IOS ( ISSN Online : 1879-8314 ) 参会投稿系统 ： http://paper ...

关于征集"中国机电一体化技术应用协会具身智能分会"发起单位的通知 中机电协〔2025〕48号 各有关单位： 为贯彻落实党的二十大提出的前瞻谋划未来产业，抢占科技革命制高点重要精神，本着充分发挥行业协会 的组织作用，整合资源协同解决具身智能在发展中遇到的挑战和问题，推动我国具身智能实现跨越式发展，为 经济高质量发展锻造新质生产力引擎。经研究决定，拟成立"中国机电一体化技术应用协会具身智能分会"。现 将有关事项通知如下： 一、具身智能分会成立背景 （一）具身智能战略价值与产业情况 2025年3月，中央政府工作报告明确提出培育具身智能未来产业。作为人工智能的前沿领域，具身智能融 合了人工智能、机器人技术、认知科学等多学科成果，使智能体能够在环境中完成感知、决策与行动的闭环， 实现高效人机协同，已成为新一轮科技革命和产业变革的关键驱动力。 当前，具身智能产业迅猛发展，仅2025上半年国内融资额突破230亿元。国际科技巨头也纷纷布局，具 身智能作为实现通用人工智能重要路径，在工业、物流、医疗、养老等领域潜力巨大。我国已涌现一批具身智 能领域创新企业，关键技术取得进展，场景应用持续拓展，多地出台政策持续加持。 （二）机电 ...

在"数贸创投日"活动的重要环节中，千寻智能作为唯一企业代表，与浙江省科创母基金正式合作签约， 以此次战略合作为新起点，千寻智能将与浙江省科创母基金围绕技术研发、产业落地、生态建设等方面 展开深度协同，双方将共同推动具身智能解决方案在浙江省的示范性应用，打造具身智能创新应用高 地。 千寻智能表示，未来，双方将依托千寻智能在具身智能领域的自主研发实力，结合浙江省科创母基金的 资本平台与产业资源优势，重点围绕技术协同创新、应用场景共建、产业链生态培育等方面开展深度合 作。这一战略联动不仅将加速千寻智能在浙江省的产业化落地进程，也为区域数字经济注入新动能，进 一步强化浙江在培育新质生产力方面的领先优势。 9月25日，第四届全球数字贸易博览会"数贸创投日"活动在杭州举行，具身智能领域代表性企业千寻智 能参展，重点展示了其完全自主研发的VLA(Vision-Language-Action)大模型Spirit v1最新突破性应用 ——Moz1全力控具身人形机器人精准叠衣演示。并作为唯一企业代表，与浙江省科创母基金合作签 约。 据了解，千寻智能自2024年2月成立以来，在一年多时间内连续完成五轮融资，背后的投资者阵容包括 京 ...

Market Overview - A-shares opened lower on September 26, with the Shanghai Composite Index experiencing fluctuations while the ChiNext Index fell over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.37 trillion yuan, a decrease of 173.3 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed at 3846.33 points, down 0.18%, with a trading volume of 595.9 billion yuan; the Shenzhen Component Index closed at 13339.82 points, down 0.79%, with a trading volume of 773.8 billion yuan; the ChiNext Index closed at 3198.02 points, down 1.17%, with a trading volume of 363.1 billion yuan [1] Sector Performance - The wind power sector showed resilience, with companies like Weili Transmission and Jixin Technology hitting the daily limit [1] - The chemical fiber sector also performed well, with Shennong Holdings and New Fengming reaching the daily limit [2] - The semiconductor industry saw a partial recovery, with Saiwei Microelectronics hitting the daily limit and reaching a historical high [1][2] - Conversely, gaming stocks faced a downturn, with Jibite hitting the daily limit down; photolithography concept stocks also retreated, with companies like Kaimeteqi hitting the daily limit down [1] Institutional Insights - Huatai Securities is optimistic about investment opportunities arising from the "14th Five-Year" capacity electricity price and peak-valley price difference, predicting that by 2027-2030, the peak-valley price difference will reach around 0.4 yuan per kilowatt-hour [3] - CITIC Construction believes that the domestic dairy product industry is entering a new phase of deep processing, with future capacity expected to exceed 700,000 tons, driven by low milk prices and downstream cost reduction [3] - CITIC Securities highlights the completion of Tesla's Optimus project leadership change, indicating a potential acceleration towards commercialization in the embodied intelligence sector [3] Industry Statistics - As of September 26, the number of participants in the national basic pension insurance reached 1.072 billion, an increase of over 73 million compared to the end of the 13th Five-Year Plan, with a participation rate rising from 91% to over 95% [4] - The National Energy Administration reported that as of the end of August, the cumulative installed power generation capacity in the country reached 3.69 billion kilowatts, a year-on-year increase of 18% [5] - The installed capacity for solar power reached 1.12 billion kilowatts, up 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, up 22.1% year-on-year [5] Company Developments - Tianqi Lithium's 30,000-ton battery-grade lithium hydroxide project was officially completed and put into production on September 25, marking the first project to be implemented and completed under Tianqi's five-year strategic plan [6]