具身智能

Search documents
港股异动 | 伟仕佳杰(00856)涨超9% 公司布局云计算、AI、具身智能等新兴业务领域
智通财经网· 2025-09-30 06:28
Core Viewpoint - The stock of Weishi Jiajie (00856) has increased by over 9%, currently trading at 10.77 HKD with a transaction volume of 260 million HKD, indicating strong market interest and potential growth in its business segments [1] Business Segments - Weishi Jiajie operates in three main sectors: enterprise systems, consumer electronics, and cloud computing [1] - The company established its cloud computing division in 2013 and began collaborations with major cloud providers such as Microsoft, Alibaba Cloud, Amazon, Huawei, and VMware starting in 2015 [1] - In 2020, the company acquired a software technology firm focused on cloud management and AI scheduling, now known as Jiajie Yunxing [1] Strategic Partnerships - In Southeast Asia, Weishi Jiajie serves as a strategic partner for NVIDIA, contributing to the implementation of several key projects [1] - The subsidiary Jiajie Yunxing acts as a software supplier for Huawei Cloud, providing products and services for 7 out of 9 national intelligent computing centers approved by the Ministry of Science and Technology [1] Recent Developments - On August 21, the company announced a significant partnership with Zhiyuan Robotics at the first partner conference, marking its entry into the embodied intelligence sector [1] - According to Zhonghang Securities, the dual-engine business expansion model being developed by the company is expected to enhance its value creation capabilities [1] - The comprehensive market layout in emerging sectors such as cloud computing, AI, and embodied intelligence is seen as having long-term growth potential [1]
打造C端运营新范式 全球首个开放式具身智能体验中心开业
Zheng Quan Shi Bao Wang· 2025-09-30 05:42
9月30日,智元机器人全国首家开放式具身智能体验中心在无锡正式开业。这座坐落于惠山古镇映月里 街区的全球首个聚焦人形机器人沉浸式互动场所,是首个面向C端消费者开放的具身智能文旅融合项 目。此次启幕标志着智元机器人成功将具身智能技术从实验室推向文旅消费场景,为行业开启C端商业 化运营新范式。 据了解,作为面向普通消费者的体验空间,该中心以"传统文脉与未来科技对话"为核心定位,选址惠山 古镇这一文化地标,与"赛博阿炳"文化IP相邻,在1300平方米的空间内构建起"古街新智"的独特消费场 景,参观票定价59.9元/人;通票定价为工作日128元/人,节假日148元/人。 开业现场,无锡智元具身智能体验中心的机器人店长"梁元"正式上岗,带领首批体验官参观场馆。智元 "远征""精灵""灵犀"系列人形机器人化身"服务官",或在舞台完成后空翻、精准避障等高难度动作,展 现科技硬核实力;或化身咖啡师,为游客递上现磨饮品,提供贴心服务;更与人类舞者同台演绎由上海 戏剧学院专家团队定制的沉浸式剧情——融合现代舞、戏剧与科技元素,以"人机共生"为主题讲述未来 生活图景,这种艺术形式在国内C端文旅场景中尚属首创。 无锡市梁溪文旅发展集 ...
门票128元,智元在无锡开了家机器人体验中心
第一财经· 2025-09-30 05:37
该项目参观票定价59.9元/人;通票定价为工作日128元/人,节假日148元/人,开业首月有6折优 惠。(第一财经记者 乔心怡) 9月30日,第一财经记者了解到,在无锡市惠山古镇映月里街区,智元机器人全国首家开放式具身智能 体验中心开业,项目空间1300平方米。据智元介绍,该项目是聚焦人形机器人的沉浸式互动场所,也 是一个面向C端消费者开放的具身智能文旅融合项目。 ...
门票128元,智元在无锡开了家机器人体验中心
Di Yi Cai Jing· 2025-09-30 05:35
该项目是聚焦人形机器人的沉浸式互动场所。 9月30日,第一财经记者了解到,在无锡市惠山古镇映月里街区,智元机器人全国首家开放式具身智能 体验中心开业,项目空间1300平方米。据智元介绍,该项目是聚焦人形机器人的沉浸式互动场所,也是 一个面向 C 端消费者开放的具身智能文旅融合项目。 该项目参观票定价59.9元/人;通票定价为工作日128元 /人,节假日148元/人,开业首月有6折优惠。 ...
门票128元 智元在无锡开了家机器人体验中心
Di Yi Cai Jing· 2025-09-30 05:30
该项目参观票定价59.9元/人;通票定价为工作日128 元 /人,节假日148元/人,开业首月有6折优惠。 9月30日,第一财经记者了解到,在无锡市惠山古镇映月里街区,智元机器人全国首家开放式具身智能 体验中心开业,项目空间1300 平方米。据智元介绍,该项目是聚焦人形机器人的沉浸式互动场所,也 是一个面向 C 端消费者开放的具身智能文旅融合项目。 (文章来源:第一财经) ...
全国首个具身智能标准化试点落地 云从科技参与生态构建
Zheng Quan Shi Bao Wang· 2025-09-30 05:04
日前,国家标准化管理委员会正式公示"上海虚实融合具身智能训练场标准化试点"项目。作为全国首个 具身智能领域的国家级标准化试点,该项目有望为具身智能技术的规模化应用按下加速键。 记者从云从科技(688327)获悉,公司作为生态伙伴之一,深度参与这一里程碑式的产业协作网络,与各 方共同推动技术标准与场景实践的深度融合。该试点项目联合云从科技、华为、上海AILab等生态伙 伴,形成"标准共研-检测验证-标杆共建"的闭环。在这一体系中,云从凭借在AI工程化落地方面的经 验,积极参与训练场建设、数据质量评价、基准测试等,助力解决技术落地中的可靠性、兼容性等痛 点。 据介绍,上海虚实融合具身智能训练场标准化试点项目肩负的使命,是围绕实体物理场、虚拟训练场、 本体/部组件、场景应用四大领域,制定80余项关键标准。通过"麒麟"主训练场与"白虎"数据集的双核 驱动,构建覆盖全产业链的标准化能力体系。 而云从科技在计算机视觉、人机协同、AI智能体等领域的技术积累,与试点项目"数据流通、场景贯 通"的目标高度契合。通过参与标准验证与生态共建,云从正助力推动跨区域、跨行业的高质量数据归 集与模型训练,为具身智能的规模化落地奠定基础。 ...
全国首个!“上海虚实融合具身智能训练场”国家级标准化试点落沪
Guan Cha Zhe Wang· 2025-09-30 04:59
近日,全国首个面向具身智能领域的国家级标准化试点项目——"上海虚实融合具身智能训练场标准化 试点"正式获批立项。 该试点项目经国务院国家标准化管理委员会批准,由人形机器人(上海)有限公司(国家地方共建人形 机器人创新中心,以下简称 "国地中心")牵头承担,项目采用"1+N"协同推进模式,以上海国地中心主 训练场为核心、联合河南、江苏、北京石景山、深圳、重庆、河北、陕西、吉林等全国各分训练场,共 同开展标准化建设。计划围绕具身智能训练场制定80项以上紧缺亟需标准,并推动标准在全国各分训练 场开展验证实施与迭代优化。 此次国家级标准化试点的落地,既标志着上海在人工智能重要前沿方向——具身智能领域获得关键突 破,引领全国产业发展方向,也意味着国家层面正以标准化训练场为抓手,开启了用标准统一全国主- 分训练场,联合各省市协同推进具身智能领域数据归集、标准统一、生态共建、场景落地的新征程。 | 12 | 上海虚实融合具身智能训练场标准化 | 人形机器人(上海)有限公司 | 上海市 | | --- | --- | --- | --- | | 量 | 项目名称 试点 | 承担单位 | 所属地区 | 国家标准化管理委员会官网 ...
全国首个!具身智能领域“上海虚实融合具身智能训练场”国家级标准化试点落沪
机器人大讲堂· 2025-09-30 04:47
近日, 全国首个具身智能领域国家级标准化试点 " 上海虚实融合具身智能训练场标准化试点 " 在国家标准 化管理委员会官网公示,该试点由人形机器人(上海)有限公司(国家地方共建人形机器人创新中心,以下简 称 " 国地中心 " )承担,将以上海国地中心主训练场统领、全国各分训练场 ( 包括河南、江苏常熟、江苏 吴江、北京石景山、深圳、河北、重庆、吉林、陕西榆林 ) 支撑的 "1+N" 模式开展,围绕具身智能训练场 制定 80 余项标准 ,在全国各分训练场推动标准验证实施与迭代优化。 国家级标准化试点的落地,既标志着上海在人工智能最具突破性的具身智能领域获得关键性进展,也意味着国 家层面以标准化训练场为基石,开启了用标准统一全国主 - 分训练场,联合各省市数据归集、标准统一、共 建生态、场景落地的新征程。 | | 国家标准化管理委员会 | | | | 请输入关键字 | Q | | --- | --- | --- | --- | --- | --- | --- | | | National Standardization Administration | | | | 本站热词: 标准 通知 | | | 个 首页 | ...
“港股智能座舱第一股”博泰车联:硬软协同筑壁垒,AI串联双赛道增长新局
Sou Hu Cai Jing· 2025-09-30 04:03
Core Viewpoint - PATEO Technology (Shanghai) Co., Ltd. has successfully listed on the Hong Kong Stock Exchange, marking a significant milestone as the first smart cockpit stock in Hong Kong, with a market capitalization exceeding 20 billion HKD and a strong revenue growth trajectory [2][15]. Company Overview - PATEO's revenue for the first five months of 2025 increased by 34.4% year-on-year, continuing a robust growth trend with a compound annual growth rate (CAGR) of 44.9% from 1.218 billion CNY in 2022 to 2.557 billion CNY in 2024 [2][15]. - The company has established itself as a leader in the smart cockpit sector, with its domain controller products accounting for 76.6% of total revenue by 2024, reflecting a CAGR of 70.5% over three years, significantly outpacing the industry average of 35% [4][16]. Industry Context - The smart cockpit industry in China is transitioning from hardware-centric competition to efficiency-driven competition, with a projected CAGR of 18.4% from 2024 to 2029 [2][16]. - PATEO's technology model, which integrates hardware and software with AI, is recognized as a significant signal of market acceptance in the automotive electronics sector [2][3]. Technological Advantages - PATEO's domain controller serves as the core of its hardware-software synergy, achieving both scale and quality improvements, with a market share of 7.3% in 2024 and cumulative shipments exceeding 3 million units [4][16]. - The company has deep partnerships with chip manufacturers, ranking first among domestic suppliers for its high-end cockpit solutions utilizing Qualcomm's Snapdragon 8295 chip, which supports advanced functionalities like AR-HUD and driver monitoring systems [4][10]. Strategic Collaborations - PATEO's collaboration with Porsche marks a new model for cross-border industrial cooperation, enhancing the integration of advanced technologies in the automotive sector [8][15]. - The company has established a joint venture with leading semiconductor firms to strengthen its technological barriers and transition from a solution provider to an industry ecosystem hub [8][9]. Market Positioning - PATEO's valuation appears misaligned with its fundamentals, with a price-to-sales (P/S) ratio of approximately 5.1, significantly lower than peers in the smart driving sector [15][16]. - The company is expected to improve its profitability as it scales, with a gross margin recovery to 13.09% in the first five months of 2025, reflecting a substantial improvement from 2024 [15][16]. Future Outlook - The integration of software, hardware, and cloud services positions PATEO for sustainable growth and cross-industry applications, particularly in robotics, where its AI capabilities can be adapted for various use cases [10][11]. - The company's ongoing development of advanced AI solutions in collaboration with Qualcomm is set to enhance its competitive edge in the smart cockpit market [10][15].
优艾智合冲刺“移动操作机器人第一股” 去年营收2.55亿亏损2亿
Xin Lang Cai Jing· 2025-09-30 04:02
来源:市场资讯 (来源:V观财报) "工业移动操作机器人 排名全球第一" 官网显示,优艾智合定位为全球领先的工业具身智能科技公司,致力于通过移动操作机器人驱动工业客 户实现智能化变革。公司为半导体、能源化工、锂电、3C及其他制造、公用事业等诸多行业提供"一脑 多态"具身智能机器人解决方案,包含高泛化智能模型以及具备感知、移动、操作能力的多形态机器 人。 招股书援引弗若斯特沙利文报告,优艾智合在2017年即实现具身智能产品的销售,是全球最早探索具身 智能技术并实现规模应用的机器人厂商之一,在半导体和能源化工领域率先实现规模销售。按2024年收 入计,优艾智合在工业移动操作机器人公司中排名全球第一,市场份额达6.1%;同时在中国移动操作 机器人解决方案市占率为7.1%,行业排名第一。 据招股书,目前该公司业务已在工业物流和巡检运维两大场景规模化落地。工业物流解决方案通常应用 于核心生产环节及厂内物流流程,实现物料╱产品的自动化运输,2022年~2024年收入分别为4664.7万 元、6244.4万元、1.38亿元。巡检运维解决方案通过降低对人工干预的依赖,实现对高风险设施的监 控,2022年~2024年收入分别为 ...