（央视财经《正点财经》）全国首家人形机器人7S店近日在湖北武汉光谷正式开业，将前沿科技带到 市民身边，走进日常生活。 在位于光谷创新天地的人形机器人7S店，17款机器人各展绝活，有的击鼓起舞，有的踢球挥拳，还有 的化身迎宾员、售货员，与观众互动。 湖北城市建设职业技术学院信息与设备工程学院副院长 邵卫：我们学院大概有20名（师生）到现场， 来考察人形机器人目前的一些新技术，准备进行校企合作。 该店产品覆盖工业制造、文旅导览、康养护理、特种作业等十多个应用场景，与传统4S店相比，7S店 新增了解决方案定制、场景展示与技能培训三大功能。 转载请注明央视财经 编辑：令文芳 ...

融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 以下文章来源于融中财经 ，作者吕敬之 来源 | 融中财经 作者 | 吕敬之 编辑 | 吾人 人形机器人被视作"下一个万亿终端"，但 2025 年的赛道先传来倒闭声：硅谷明星 K-Scale Labs 烧光数万美元后黯然关门， 100 多台预购订单被 迫退款。 融资窗口收紧、供应链缺位，让机器人"量产元年"看上去更像"生死元年"。 技术端，关节能耗、感知误差与数据荒形成隐形天花板；成本端， 40 万元 BOM 是马斯克 2 万美元目标的整整两倍；场景端，工业产线狭窄、家庭 付费意愿不足， ROI 算不过来。资本市场开始区分 PPT 与现金流，谁能先突破性价比阈值，谁才有资格谈" iPhone 时刻"。 01 人形机器人，开始倒闭 K-Scale Labs ，这家成立仅一年的类人机器人初创公司正在关闭。 该消息来自《 The Information 》看到的由 CEO Ben Bolte 发给投资者的一封邮件。 ...

在欧拉5预售发布会前，长城汽车董事长魏建军与包括21世纪经济报道等在内的媒体进行了一次小范围 的交流。在谈及友商人形机器人拉升股价时，魏建军表示："（机器人）是一个概念，就是给大家创造 了一个下注的平台，我们还是靠业绩去发展。"他认为，目前看来人形机器人的挑战还是非常大。 0:00 ...

Core Insights - The unveiling of XPeng's humanoid robot Iron has sparked widespread debate about its authenticity, with many questioning whether it is a real robot or a human in disguise [1][2] - XPeng's CEO, He Xiaopeng, demonstrated Iron's capabilities, including its flexible skin and advanced mechanics, aiming to dispel doubts about the robot's identity [1][2] - The humanoid robot market is rapidly expanding, with approximately 18 automotive companies entering the field, driven by technological synergies and commercial motivations [4][6] Technical Features - Iron features 82 degrees of freedom, allowing it to perform complex movements like a model walk, significantly surpassing the 19 degrees of freedom of a previously showcased robot [2][3] - The robot is equipped with three Turing AI chips, providing a processing power of 2250 TOPS, and utilizes a self-developed physical world model for enhanced multi-modal coordination [3][6] - The design of Iron incorporates a bionic spine and flexible skin, contributing to its human-like movement and appearance [2][3] Industry Trends - The automotive industry is increasingly investing in humanoid robots as a means to leverage existing technologies from electric vehicles, with cost advantages estimated to be 30%-50% lower than tech companies [6][8] - The competition in the electric vehicle market has intensified, prompting companies to explore new narratives, with humanoid robots seen as a more imaginative venture [8][10] - The commercialization of humanoid robots is expected to progress faster than that of autonomous driving, due to more controllable environments and lower risks [8][10] Strategic Implications - Automotive companies are not just creating robots for novelty; they aim to reshape a new intelligent ecosystem that integrates vehicles, robots, and energy systems [10][11] - Companies like Tesla and XPeng envision their robots as extensions of AI ecosystems, with applications in various sectors including manufacturing and home assistance [11][12] - The development of humanoid robots is viewed as a competition for energy efficiency, with the potential for solid-state batteries to enhance the capabilities of these robots [11][12]

Core Viewpoint - The development of new productive forces, particularly in artificial intelligence and humanoid robots, may lead to the replacement of both manual and intellectual labor, presenting challenges for employment and work methods in the future [1] Group 1: Technological Impact - The current technological revolution is characterized by the potential for replacement rather than enhancement of human skills, affecting both physical and cognitive labor [1] - Historical technological advancements have primarily focused on enhancing human capabilities, but the current trend may shift towards substitution [1] Group 2: Societal Implications - The implications of these technological changes extend beyond employment issues to include alterations in work hours, potential increases in vacation time, and the need for basic income plans [1] - If these societal challenges are not addressed, the contradiction between the height and breadth of economic growth may become more pronounced [1] Group 3: Innovation Ecosystem - There is a pressing need to focus on creating a more robust innovation ecosystem and expanding growth opportunities to adapt to these changes [1]

Core Insights - The article discusses the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award ceremony, highlighting the significance of advancements in battery technology and the evolving landscape of the lithium battery industry [1][2]. Event Background and Significance - In early 2025, BMW announced the upcoming installation of large cylindrical batteries in 2026, prompting a surge in the industry towards 46 series large cylindrical batteries [1]. - The Ministry of Industry and Information Technology released new safety standards for electric vehicle batteries, sparking widespread discussions on battery performance [1]. - Several companies have begun mass production of full-tab cylindrical batteries, which are expected to find applications in various sectors including electric vehicles and smart homes [1]. - Solid-state batteries are gaining attention for their high safety and energy density, maintaining high interest levels in 2025 [1]. - The cancellation of mandatory storage policies by the state has raised concerns about future demand for storage batteries [1]. - The trend towards larger capacity storage cells is evident, with companies like CATL and EVE Energy releasing cells over 500Ah [1]. - The introduction of humanoid robots and low-altitude economy policies is driving new applications for battery technology [1]. Event Details - The event will take place from December 17-19, 2025, in Shenzhen, featuring over 2000 attendees and 30000 online viewers [2][3]. - The theme of the event is "New Cycle, New Technology, New Ecology" [2]. - The event will include nine specialized forums and over 60 keynote speakers discussing core issues and technological breakthroughs [3]. Special Sessions and Topics - The agenda includes specialized sessions on cylindrical battery technology, soft-pack batteries, and new materials and processes [5][6]. - Key topics will cover advancements in fast-charging technology, energy density improvements, and safety challenges in battery manufacturing [5][6]. Golden Ding Award - The Golden Ding Award aims to recognize outstanding contributions to the lithium battery industry and promote sustainable development [7]. - The award evaluation process includes initial assessments and final selections leading up to the award ceremony on December 19, 2025 [8]. Participating Companies - Notable companies in attendance will include CATL, BYD, LG Energy, and various other leaders in the lithium battery and storage sectors [9][11].

每经AI快讯，11月13日，博实股份（002698）称，公司项目拟计划于2025年四季度动态展示1-2款人形 机器人原理样机。 ...

格隆汇11月13日丨博实股份(002698.SZ)在投资者互动平台表示,项目拟计划于2025年四季度动态展示1-2 款人形机器人原理样机。 ...

Core Viewpoint - The company Alade has a diverse portfolio in high polymer materials and communication equipment components, with significant growth in revenue and net profit in recent periods [9]. Group 1: Company Performance - For the period from January to September 2025, Alade achieved operating revenue of 316 million, representing a year-on-year growth of 25.11% [9]. - The net profit attributable to the parent company reached 52.24 million, showing a remarkable year-on-year increase of 89.00% [9]. - The company has distributed a total of 150 million in dividends since its A-share listing [10]. Group 2: Market Position and Products - Alade's main business revenue composition includes RF and透波防护器件 at 55.38%, EMI and IP防护器件 at 21.00%, and electronic thermal dissipation devices at 20.82% [9]. - The company has established a strong presence in the automotive sector, particularly in new energy vehicles, with applications in vehicle display systems, battery packs, and charging systems [2][3]. - Alade's 5G phased array antenna cover boasts excellent performance, with a maximum transmission rate exceeding 98% in high-frequency bands [4]. Group 3: Strategic Partnerships and Market Trends - Foxconn is identified as one of Alade's key partners, indicating collaboration in technology and product development [3]. - The company is actively expanding its market in intelligent equipment and artificial intelligence, focusing on strategic cooperation with leading clients in these fields [3]. - Alade benefits from a significant overseas revenue share of 52.41%, aided by the depreciation of the RMB [5].

Core Viewpoint - The A-share market experienced a strong rebound on November 13, particularly in the hard technology sector, with the Robot ETF Fund (159213) rising over 1% and attracting significant net inflows of 9 million yuan on the same day, following a total of over 30 million yuan in net inflows over the previous five days [1][3]. Group 1: Market Performance - The Robot ETF Fund (159213) ended the day with a gain of over 1%, marking the end of a three-day decline [1]. - The fund has seen continuous strong capital inflow, with a total of over 30 million yuan in net inflows over the last five days [1]. - Key component stocks of the Robot ETF Fund showed positive performance, with several stocks, including Dahua Technology and Zhongkong Technology, rising by over 2% and 1% respectively [3]. Group 2: Component Stocks - The top ten component stocks of the Robot ETF Fund include: - Huichuan Technology (300124) with a gain of 1.26% and an estimated weight of 10.22% - Keda Xunfei (002230) with a gain of 0.63% and an estimated weight of 9.25% - Dahua Technology (002236) with a gain of 2.20% and an estimated weight of 5.26% [4]. Group 3: Industry Developments - Yushu Technology launched a full-stack solution for humanoid robot data collection training, featuring the G1-D robot, which is designed for various applications [5]. - UBTECH announced the mass production of its Walker S2 humanoid robots, with a delivery target of 500 units this year, contributing to a cumulative order amount exceeding 800 million yuan for the Walker series [5]. - Industry experts predict that 2026 will mark a significant turning point for the humanoid robot industry, akin to the "iPhone moment," leading to large-scale production and benefiting companies across the supply chain [6]. Group 4: Future Outlook - The robot sector is expected to enter a phase of validation and consolidation after significant adjustments in October, with key developments from companies like Tesla and others supporting market expectations [7]. - Domestic robot companies are accelerating their capitalizations, with notable IPO plans from Yushu Technology and Leju Robotics, indicating a critical moment for the industry [8]. - Major tech players are intensifying their focus on humanoid robots, with expectations for significant production increases by 2026, potentially reaching a shipment volume of "ten thousand units" for domestic robots [8].