Core Viewpoint - Honor is set to unveil its first humanoid robot aimed at the consumer market at MWC 2026, marking a significant shift from being a smartphone manufacturer to an AI terminal ecosystem company [1][2][3] Group 1: Company Strategy - The upcoming release is part of Honor's strategic plan initiated last year, which includes a $10 billion investment over five years to transition into a leading AI terminal ecosystem company [2] - Honor's Robot Phone integrates AI capabilities, robotic mobility, and advanced imaging, showcasing the company's commitment to merging smart devices with robotics [2] - The CEO of Honor emphasized the importance of developing multiple growth curves as the company evolves into an AI terminal ecosystem [3] Group 2: Industry Trends - MWC 2026 is expected to highlight robotics and embodied intelligence as key themes, reflecting a broader trend among smartphone manufacturers to enter the robotics space [4] - Competitors like Xiaomi and Vivo are also advancing in robotics, indicating a growing interest in the consumer robotics market among traditional smartphone companies [4] - The global humanoid robot market is projected to see significant growth, with a forecasted shipment of 28,000 units in China by 2026, representing a 133% increase year-on-year [5]

抢着上"春晚"的除了明星，还有机器人。 上述科技感十足的机器人集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到，当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资，早已锚定机 器人赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的"春晚"舞台之 下，产业真实的"温度"究竟如何？ 从一线企业的反馈中，大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言，相关业务大多仍处于市场开拓、试样或小批量订单阶段，对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成（SH688469）旗下CVC（企业风险投资）平台芯联资本于2025年参与魔法原子战略融资，公 司与魔法原子存在战略合作关系。公告显示，芯联集成主要提供一站式芯片系统代工服务，在机器人应 用领域，公司用于机器人激光雷达的光源VCSEL（垂直腔面发射激光芯片）和 ...

截至收盘，中证消费电子主题指数上涨1.8%，中证物联网主题指数上涨1.0%，中证智能电动汽车指数上涨0.3%，国证机器人产业指数下跌0.6%，资金逆势 布局，机器人ETF易方达（159530）全天净申购约7000万份。Wind数据显示，该ETF节前已连续10个交易日获资金布局，合计超11亿元。 中信建投证券研报认为，春节期间全球股市整体强势，无重大风险事件，当前市场情绪仍然高涨，节后A股有望开启新一轮上行。行业配置上继续坚持"科 技+资源品"双主线。其中科技主线以AI、人形机器人、新能源和创新药为核心，资源品主线以贵金属、石油石化、基础化工为核心。 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 日报 2017 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 �日 该指数涨跌 0.3% 消费电子ETF易方达 雙 跟踪中证消费电子主题指数 �H 该指数涨跌 1.8% 物联网ETF易方达 MR 老室 每日经济新 ...

Core Insights - Zhifang Technology has completed a Series B financing round exceeding 1 billion yuan, raising its valuation to over 10 billion yuan [1] - The company has achieved a total of 12 financing rounds within a year, including 7 rounds in the first half of 2025 [1] - Zhifang focuses on the research, production, and service of productivity-oriented general-purpose intelligent robots, specifically in the non-performance category [1] Financing and Investment - The latest funding round attracted a diverse group of investors, including internet and AI giants, state-owned enterprises, Tesla ecosystem leaders, prominent private equity funds, and top brokerage firms [1] - The funds will primarily be used to maintain the leading edge of the GOVLA embodied large model capabilities and to drive the iteration and production expansion of the AlphaBot series [1] Product Development and Production - Zhifang has established a complete closed loop from hardware mass production to commercial deployment, adhering to a production-oriented design philosophy [2] - The AlphaBot series has undergone three iterations in less than two years, with the latest model, AlphaBot2, achieving over 50,000 hours of fault-free operation, meeting industrial reliability standards [2] - The company’s self-built production line has reached an annual capacity of 1,000 units, with plans to expand to 10,000 units by 2026 [2] Market Applications - Zhifang's products have been deployed in various fields, including flexible manufacturing in high-end sectors such as automotive, biotechnology, and semiconductor display [2] - The robots perform tasks such as sorting, transporting, and labeling, demonstrating their effectiveness in complex environments [2] - In the new retail sector, the company launched the world's first modular embodied intelligent service space, "Zhimo Cube," which operates in multiple cities and has plans to establish 1,000 units over the next three years [3]

2月24日，具身智能头部企业千寻智能连续完成两轮融资近20亿元。本轮融资阵容堪称行业资本的集中 亮相：云锋基金、某头部国资机构、混沌投资（葛卫东）、红杉中国等超一线机构重磅入局； Synstellation Capital、TCL创投、明荟投资（汇川技术董事长朱兴明家办）等产业资本协同加注；重庆 产业投资母基金、杭州金投等国有资本鼎力支持；360基金、厚雪资本等战投机构共同参与，形成覆盖 顶级资本、产业巨头、国有资本及战投大咖的全方位赋能格局。 值得关注的是，顺为资本、Prosperity7、达晨财智、柏睿资本、弘晖基金、华泰紫金、东方嘉富、千乘 资本、广发信德等老股东全部选择继续大额认购，以持续加码的实际行动，彰显对千寻智能技术路线与 发展前景的坚定信心。 云锋基金执行董事董怀谨表示："专属物理世界的AI大脑是具身智能实现跃迁的重要前提，而穿越周期 的核心壁垒来自于技术对生产力的实际创造。高阳作为新一代具身智能科学家，牵头打造AI基础模型 与自研核心设备，高效高质地推动「多样数据—基础模型—真实场景」的飞轮升级，并基于软硬一体全 栈能力在实际产业场景中迭代闭环。期待千寻智能持续深耕Physical AI 基 ...

Core Insights - Spirit AI, a leading company in embodied intelligence, has recently completed two rounds of financing totaling nearly 2 billion RMB, setting a new record for single financing in the field in 2026 [1][11] - With this financing, the company's valuation has surpassed 10 billion RMB, making it the second unicorn in the embodied intelligence sector within two days, following Zhi Ping Fang [1][34] - The financing round attracted top-tier investors including Yunfeng Fund, Sequoia China, and Chaos Investment, among others, indicating strong market interest and confidence in the company's technology and business model [1][18] Company Overview - Founded in January 2024, Spirit AI focuses on developing a "general brain" for robots, utilizing its self-developed VLA (Vision-Language-Action) model series [2][19] - The Spirit v1.5 model, released in January 2025, is the first Chinese open-source model to surpass the performance of the US-based Pi0.5 model, showcasing strong zero-shot generalization capabilities [2][19] - The company has significantly reduced data collection costs by 90% through self-developed wearable data collection devices, accumulating over 200,000 hours of real interaction data, with expectations to exceed 1 million hours by 2026 [2][24] Leadership and Team - The CEO, Han Fengtao, is a seasoned entrepreneur in the robotics industry, previously co-founding Lattice Robotics and delivering over 20,000 industrial robots [2][19] - Co-founder Gao Yang is recognized for his academic achievements and has developed highly efficient reinforcement learning algorithms, contributing to the company's technological advancements [3][20] - The team comprises members from top universities like UC Berkeley and Tsinghua University, averaging under 30 years of age, combining expertise in multimodal models, robotics, and reinforcement learning [6][23] Technological Advancements - The Spirit v1.5 model demonstrates exceptional zero-shot generalization ability, allowing it to perform complex tasks without new sample training [7][24] - The company emphasizes the importance of diverse data for scaling VLA models, arguing that "dirty data" can be more valuable than clean data for training purposes [7][24] - Spirit AI's data strategy aligns with global trends, as leading companies are also focusing on human video data for training, indicating a competitive edge in the market [8][25] Market Position and Future Outlook - In just over two years, Spirit AI has achieved significant growth, completing multiple financing rounds totaling nearly 2 billion RMB and reaching a valuation of over 10 billion RMB [8][25] - The year 2026 is projected to be a critical year for commercialization in the embodied intelligence sector, with a forecasted doubling of humanoid robot sales in China [12][29] - The collaboration with CATL has set a benchmark in the industry, showcasing the practical application of embodied intelligence in manufacturing environments [12][31]

自动驾驶板块的 Robotaxi 计划同样提速，今年将正式启动网约车试点运营，基于 GX 平台打造的车型搭载 4 颗自研图灵 AI 芯片，以 3000TOPS 超强算力 支撑纯视觉方案。 何小鹏预判，2027-2028 年 Robotaxi 将进入快速增长期，为企业带来收入与市值的双重跃升，据悉，大众汽车已成为小鹏第二代 VLA（视觉 - 语言 - 动 作） 模型的首发客户。 前沿业务高歌猛进的同时，核心整车业务与全球化战略同步发力。 2 月 24 日，小鹏汽车 CEO 何小鹏发布以 "稳进破局，2026 共赴物理 AI 新十年" 为主题的开工信，明确将 2026 年定义为小鹏具身智能从"能做"到"能量 产"的分水岭，宣布人形机器人、飞行汽车、Robotaxi 三大前沿 AI 业务将在今年全面落地量产。 在这场关乎未来的战略布局中，三大业务的量产计划成为核心亮点。飞行汽车 "陆地航母" 已完成试产线下线，历经零下 35 摄氏度极寒测试验证。 累计全球订单超7000台，其中中东地区订单达600台，位于广州的智造工厂具备"万辆级"年产能。 今年将实现规模化量产与交付，将率先开启个人低空出行的商业化探索。 人形机器 ...

·商务部：将20家日本实体列入出口管制管控名单，将20家日本实体列入关注名单 ·2月LPR报价出炉：5年期和1年期利率均维持不变 ·28.08亿人次！2026年春节假期交通出行活力澎湃 【重点关注】 ·据国家移民管理局消息，今年春节假期全国边检机关共计查验1779.6万人次中外人员出入境，日均 197.7万人次，较去年春节假期日均增长10.1%；单日出入境通关最高峰出现在2月21日，达225.9万人 次。 ·国家电影局2月24日发布数据显示，2026年春节档电影票房为57.52亿元，观影人次为1.20亿。《飞驰人 生3》票房领跑，《惊蛰无声》《镖人：风起大漠》《熊出没·年年有熊》《熊猫计划之部落奇遇记》 《星河入梦》位列二至六位。 ·微信平台发布的数据显示，春节假期统计时段（2月15日至20日）内，支付消费持续走高，微信支付旅 行、生活娱乐交易笔数同比涨幅均超20%。 【国内要闻】 ·商务部公告，决定将三菱造船株式会社等参与提升日本军事实力的20家日本实体列入出口管制管控名 单。禁止出口经营者向上述20家实体出口两用物项，禁止境外组织和个人将原产于中华人民共和国的两 用物项转移或提供给上述20家实体；正在开展 ...

创客君获悉，苏州灵猴机器人有限公司（下文简称"灵猴机器人"）近日宣布完成超亿元Pre-B轮融资，由蔚来资本领投，同时新引入中车资本旗下华舆转 型升级基金、前沿投资、洽道投资等多家机构，老股东博原资本、金鼎资本则持续追加投资，多维资本担任本轮独家财务顾问。 此前，灵猴机器人已在2025年4月完成一轮股权转让，投资方包括讯飞创投和智元机器人等；9月宣布完成由金鼎资本、博原资本、TCL创投共同领投的超 亿元A轮融资；随后在11月至12月期间又完成了数千万元的A+轮融资，吸引了具身智能领域的产业投资者加入。 近5个月内连续拿到3轮融资，融资总额接近3亿元，这一高密度融资节奏彰显了资本市场对其技术路径、商业模式与成长潜力的认可。 值得一提的是，此前创客公社曾报道过这家企业，彼时我们发现有知名资方"悄悄"入股： 一个是市值千亿的科大讯飞与苏州天使母基金合作设立的一只子基金——苏州科讯园丰天使创业投资基金合伙企业（有限合伙）；另一个则是华为前"天 才少年"稚晖君（本名彭志辉）创业项目智元机器人关联公司——上海智元新创技术有限公司。 | 融資日期 | 融资轮次 | 融资金额 | 企业估值 | 投资方 | 关联机构 | | - ...

Core Insights - The company, EVE Energy Co., Ltd., is leveraging AI and robotics to enhance battery manufacturing processes, balancing the certainty of manufacturing techniques with the uncertainty of parameters like size and capacity [1] - EVE Energy has developed two types of robotic employees: AI digital robots for demand coordination and physical robots for execution, which will begin testing on production lines in March [1] - The company has established a comprehensive layout in battery technology, including lithium iron phosphate, ternary lithium, solid-state, and sodium-ion batteries since its founding in 2001 [1] Group 1 - EVE Energy is actively integrating AI applications to accelerate the intelligent transformation of manufacturing, achieving over 50% coverage of AI decision-making applications in single-line processes across multiple factories [1] - The company has adopted a unique "1+1+N" R&D model, focusing on real-world manufacturing needs to train robots for specific tasks, while also developing a comprehensive AI model for smart factories [2] - EVE Energy has successfully developed and tested three types of robots, including bipedal humanoid and wheeled robots, and is working on a collaborative control model for robot groups to optimize task delegation in factories [2] Group 2 - The company emphasizes a commitment to innovation and excellence, aiming to fully realize the concept of "using robots to manufacture batteries" and establish a fully integrated intelligent factory [2]