兰剑智能回复称，公司正与多家具身智能机器人公司接触，积极评估具身智能技术落地场景及推进相关 技术合作进度，后续如有符合披露标准的实质性进展，公司将严格按照相关规定履行信息披露义务。 格隆汇12月19日｜有投资者在互动平台向兰剑智能提问：请问贵公司有没有和宇树科技合作，合作的内 容是什么？ ...

Group 1 - The world's first humanoid embodied intelligent robot production line for new energy power battery PACK has officially started operation at CATL's Zhongzhou base, marking the application of embodied intelligence in smart manufacturing [1] - The humanoid robot "Xiao Mo," developed by CATL's ecological enterprise Qianxun Intelligent Robotics, has achieved a threefold increase in daily workload while maintaining excellent consistency and stability [3] - "Xiao Mo" replaces manual operations in the EOL and DCR processes, which involve final functional testing of battery packs, addressing issues of high voltage risks and inefficiencies associated with human labor [3][6] Group 2 - "Xiao Mo" is equipped with an advanced end-to-end Vision-Language-Action (VLA) model, enabling it to adapt to uncertainties such as material position deviations and connection point changes in real-time [4] - The robot can dynamically adjust force during flexible operations, ensuring reliable connections without damaging components [5] - The successful connection rate of "Xiao Mo" is stable at over 99%, achieving operational efficiency comparable to skilled workers [6] Group 3 - The introduction of "Xiao Mo" enhances consistency, reduces safety risks, and increases production flexibility in the new energy industry, while also marking a significant step for embodied intelligence from experimental demonstrations to industrial necessities [7] - Qianxun Intelligent, founded by former CTO Han Fengtang of Lush Stone Robotics, has completed three rounds of financing within a year, with a total investment exceeding 1.1 billion [7] - The company plans to start commercialization in Q4 of this year, with current orders in the million-yuan range and projected revenue exceeding 100 million next year [8] Group 4 - Qianxun Intelligent aims to collect or procure 1 million hours of high-quality data to enhance its models, targeting to achieve the top position domestically and third globally [9] - The penetration of robots in manufacturing is accelerating, becoming a core force for industrial upgrades, with various companies deploying humanoid robots for diverse tasks [9] - IDC predicts that the shipment growth rate of collaborative robots will reach 28% by 2025, making it the fastest-growing segment, aligning with the production trends of small batches and diverse varieties [9]

近日，开投集团旗下宁波海洋产业基金管理有限公司（简称"海洋基金"，由开投基金受托管理）与甬元投资、宁波海曙高新投、余姚工业园区产业 发展集团等主体共同参与设立宁波赛智具身股权投资合伙企业（有限合伙）（简称"宁波赛智具身基金"）。该基金首关规模8.3亿元，重点投向人工 智能、具身智能产业链。 每日｜荐读 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 来源：宁波开投基金 ...

南方财经12月18日电，据证券时报，在今日的首届光合组织人工智能创新大会（HAIC2025）主论坛 上，商汤科技、大晓机器人与中科曙光正式达成战略合作。三方将围绕国产化人工智能基础设施与具身 智能关键技术方向，依托各自技术与产业优势，协同推动软硬一体的"算力基础设施+世界模型+具身智 能"生态建设，进一步加速AI能力向物理世界延展。 ...

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].

Core Viewpoint - CloudWalk Technology (688327.SH) has officially launched the "Shenyi Cloudwalk Artificial Intelligence Industry Investment Fund" in collaboration with Deep Industry Capital and Shenzhen Technology Park, with an initial scale of 300 million yuan [2] Group 1: Fund Overview - The fund will focus on AI infrastructure, industry intelligent applications, and embodied intelligence ecosystem cultivation, aiming to promote systematic and large-scale development of the next generation of the AI industry [2] - This fund marks CloudWalk Technology's first initiative in establishing an AI industry fund after years of deep engagement in the AI industry chain [2] Group 2: Strategic Collaborations - The fund's contributors are recognized for their unique resource advantages in their respective fields, serving not only as investors but also as "super scene providers" for technology implementation [3] - Deep Industry Capital focuses on biomedicine and high-end manufacturing, aiming to create a positive cycle through a "capital + industry" dual-drive model [3] - Shenzhen Technology Park is developing dedicated parks and incubators for AI applications, aiming to accelerate the cultivation of new productive forces [3] Group 3: Investment Focus - The fund will emphasize three main areas: empowering foundational capabilities, driving industry practices, and nurturing the embodied intelligence ecosystem [6][7] - Investments will target key AI infrastructure such as intelligent computing power and trusted data spaces, as well as accelerate the large-scale implementation of intelligent applications in urban governance, modern finance, and advanced manufacturing [6] Group 4: Long-term Vision - CloudWalk Technology aims to leverage its over ten years of experience in the AI industry to create a leading domestic AI corporate venture capital (CVC) [7] - The fund seeks to transform AI technology from "project-level applications" to deep integration within production processes, fostering replicable experiences in manufacturing intelligence transformation [5][7]

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]

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference (XAIR Conference) was held in Guangzhou, attracting over 600 representative companies and more than 10,000 attendees, showcasing the region's ambition to become a global innovation hub [1] - Key reports such as the "2025 Guangdong Artificial Intelligence and Robotics Industry Development White Paper" and the "AIR Pearl River Index Report (2025)" were released, providing clear directions for future technology implementation and industry collaboration [1] - A total investment of over 24.6 billion yuan was signed for 14 key projects in the AI and robotics sector across six cities in Guangdong, indicating a rising investment trend in the region's AIR industry [1] Industry Trends - Experts discussed the future development trends of the AI industry, emphasizing that China is at the beginning of the fourth industrial revolution, with smart manufacturing 2.0 expected to reshape technology systems and production models [2][3] - The Greater Bay Area is recognized for its complete supply chain and vibrant entrepreneurial ecosystem, transitioning from a "manufacturing factory" to an "innovation source" [2][3] Application and Implementation - The conference featured a technology consumer carnival showcasing practical applications of AI and robotics, including factory automation tools and interactive robots for daily life [4] - Guangdong Province leads in AI and robotics application, with 73% of its AI enterprises focused on application layers, highlighting strong application and monetization capabilities [5] Infrastructure Development - The establishment of key training centers and platforms, such as the Guangdong Province Embodied Intelligence Training Ground, aims to support the transition of robots from "specialized tools" to "general intelligent agents" [7] - The "1+1+N" system was introduced to create a collaborative model for training and application across various sectors, enhancing the region's industrial ecosystem [7] Global Market Position - The Greater Bay Area is positioned as a significant hub for manufacturing and product export, with AI applications expected to enhance brand recognition and international competitiveness for local enterprises [8] - The conference also highlighted typical application scenarios across various sectors, including manufacturing, healthcare, and agriculture, aiming to promote replicable and scalable advanced practices [8] Talent Development - The conference included the 2025 Guangdong Province Excellence in AI and Robotics Awards and a skills competition to foster professional talent in the industry, emphasizing the importance of practical skills in AI and robotics applications [9]

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].