此次活动聚焦"机器人量产元年"这一关键节点，头部机器人企业创始人、产业领军人物与投资机构决策 者齐聚现场，围绕核心技术突破、应用场景拓展、融资环境演进等热点话题，深入探讨机器人产业发展 趋势与资本赋能路径。现场还揭晓了"2025中国最具投资价值机器人公司TOP20"和"2025中国最具成长 潜力机器人公司TOP30"榜单。 首程资本合伙人、参加CANPLUS创办人李青阳提到，近年来，首程控股伴随着机器人产业格局的壮 大，迅速成为一名"生态级"参与者。作为百亿北京机器人产业发展投资基金管理人，首程控股已完成了 近20家高成长企业布局并构建了完整的投后赋能生态。通过打造首程资本DemoDay平台，一年间举办 了近10场对接会，汇聚80余个优秀项目，服务超1500人次机构。 本报讯 （记者李春莲） 她还表示，首程控股希望成为机器人企业从0到1、从1到N的全程合伙人，围绕被投企业的成长需求， 提供全方位的赋能服务。希望以此次论坛为契机，构建一个资源自由流动且能够充分交互的机器人产业 生态圈。 8月10日，值2025世界机器人大会（WRC）召开之际，"机器人创投主题交流会"在北京亦创国际会展中 心主会场同期举行。作为本 ...

Macro Economic Overview - The Shanghai Composite Index rose by 1.23% this week, with the CSI 300 futures increasing by 1.38% [1][12] - The futures for coking coal surged by 9.37%, while the main contract for iron ore saw a modest increase of 0.70% [1][12] - The annualized yield of Yu'ebao increased by 1 basis point to 1.05%, and the yield on ten-year government bonds decreased by 2 basis points to 1.69% [1][12] Export Performance - In July, China's exports maintained resilience, primarily due to two factors: the continuation of Sino-U.S. trade talks and improvements in the prices of certain export goods [2] - Specific categories such as household ceramics, shoes, integrated circuits, and home appliances showed price increases, which helped offset declines in export volumes [2] Asset Allocation Recommendations - The recommended order for asset allocation remains: equities > commodities > bonds > cash [3][4] - The focus for equities is on the implementation of "incremental" policies, while bonds are underweighted due to potential short-term impacts from the equity-bond relationship [4][13] Industry Insights - The A-share market saw widespread index increases, with the leading indices being the CSI 1000 (up 2.51%), Shanghai Dividend (up 2.23%), and Shanghai Composite (up 2.11%) [37] - The sectors that performed well included non-ferrous metals (up 5.83%), machinery (up 5.75%), and defense industry (up 5.24%), while the pharmaceutical and restaurant tourism sectors experienced slight declines [37][38] Economic Data - In July, the Producer Price Index (PPI) decreased by 3.6% year-on-year, while the Consumer Price Index (CPI) rose by 0.4% month-on-month [24] - The total value of China's goods trade in July reached 3.91 trillion yuan, with exports growing by 8% and imports by 4.8% [24] High-Tech Industry Developments - The 2025 World Robot Conference opened in Beijing, focusing on key areas such as aging society responses and smart manufacturing upgrades [39] - China's production of industrial and service robots saw significant year-on-year growth, with industrial robots increasing by 35.6% [39][40]

每经AI快讯，天眼查App显示，近日，合肥具身智能机器人共性平台服务有限公司成立，法定代表人为徐斌，注册资本1亿元人民币，经营范围含智能机器 人的研发、智能机器人销售、工业机器人销售、特殊作业机器人制造、服务消费机器人销售、计算机及通讯设备租赁、数据处理服务、数据处理和存储支持 服务等。股东信息显示，该公司由合肥国先控股有限公司、合肥瑶海科技创新投资集团有限公司共同持股。 **Acknowledgement** I am grateful to my supervisor, for his help and guidance. I am grateful to my supervisor, for his help and guidance. | 基本信息 10 | 法律诉讼 | 经营风险 | 经营信息 3 公i | | --- | --- | --- | --- | | 法定代表人 | 徐 徐斌 | 登记状态 ① | 存续 | | | | 成立日期 | 2025-08-01 | | 统一社会信用代码 2 | 91340100MAER9B2RXU | 注册资本 2 | 10000万人民币 | | 工商注册号 ...

诺力股份介绍，该机器人的技术亮点为让机器人"长出"适应极端环境的身体与大脑。产品技术方案依托 极端环境适应、智能优化控制、人机协同交互三大核心突破，推动具身智能机器人在特种工业领域的规 模化应用，实现安全、效率、绿色制造的全面升级。 实现特殊场景的人工替代 技术路线上，该产品采用"云-边-端"协同架构的技术路线，通过云端数字孪生模型与AI训练平台实现远 程监控和大数据分析，边缘端部署实时控制算法确保低延迟响应(<100ms)，终端集成多模态传感器与高 精度执行机构完成自主作业。 诺力股份表示，该技术路线的创新性主要体现在耐酸机器人系统的开发、AI与数字孪生实时优化工艺 的创新应用，以及柔性化的人机交互的关键技术突破，为特种工业领域提供了安全可靠、高效智能的机 器人解决方案，可实现特殊场景中的安全人工替代。 公司进一步表示，在"诺宝II号"适用的精细化工生产领域场景中，部分生产过程会产生特殊气体，对人 体存在危害，取样环境具有潜在风险。而"诺宝II号"作为具身智能化工取样机器人能成为人工取样的替 代选择，能够以"特种工业安全员"的身份融入生产体系，降低安全风险。 据悉，该机器人可将化工领域的取样操作高危岗位事故 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [7]. Core Insights - The humanoid robot concept index increased by 5.68% from August 3 to August 8, 2025, outperforming the CSI 300 index by 4.45 percentage points. Year-to-date, the humanoid robot index has risen by 54.37%, exceeding the CSI 300 index's performance by 46.92 percentage points [12][15]. - Notable stock performance includes Huami New Materials with a weekly increase of 33.97%, while Huapei Power saw a decline of 14.86% [15]. Weekly Market Review - The humanoid robot concept index outperformed the CSI 300 index during the week, with significant gains noted [12]. - The report highlights the performance of individual stocks within the humanoid robot sector, indicating a strong market trend [15]. Weekly Hotspot Review Policy Developments - Shanghai's implementation plan for the embodied intelligence industry aims for a core industry scale exceeding 50 billion yuan by 2027 [19]. - A joint initiative by seven departments promotes the development of high-precision surgical robots for brain-machine interfaces [19]. Product and Technology Iteration - Fourier officially launched the full-size humanoid Care-bot GR-3, emphasizing interactive companionship and tactile features [20]. - The "Ling Shu" humanoid robot was unveiled in Hefei, designed for high generalization across various industrial applications [20]. - The third-generation PX-6AX-GEN3 tactile sensor was announced by Pacini, enhancing embodied intelligence capabilities [21]. Investment and Financing - Beijing-based startup Lingxin Qiaoshou completed a multi-hundred million yuan angel round financing led by Ant Group [23]. - Bridge Control Systems secured nearly 100 million yuan in angel and Pre-A round financing [23]. - Pacini announced a new round of Series A financing, led by JD.com [23]. Key Company Announcements - Baotong Technology partnered with Yushu Technology to apply robots in industrial settings, securing a deal with BHP, the world's largest mining group [24]. - Efort won a land bid for a robot super factory in Wuhu for 34.14 million yuan [26]. - Chuangyao Technology has begun supplying multiple humanoid robot manufacturers [26]. - Haon Automotive has entered the robot sector, collaborating with Shanghai Zhiyuan on product development [26].

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具身智能之心准备在国内外招募3位做数采的大佬，主要研究方向：遥操作、AR、全身动捕等方向。 相关研究方向至少1年，具身公司从业人员、博士及以上学历优先（包含在读博士）。 联系我们 更多待遇和工作内容咨询，欢迎添加负责人微信oooops-life了解。 工作内容 和我们一起承接具身数采相关的项目开发、课程开发等； 岗位要求 ...

Core Insights - The article emphasizes the value of a community that provides solutions to problems in the field of embodied intelligence, highlighting the importance of knowledge sharing and collaboration among members [3][16]. Group 1: Community and Resources - The community has established a closed loop across various fields including industry, academia, job seeking, and Q&A exchanges, providing timely solutions and job opportunities [3][4]. - A comprehensive list of over 30 technical routes has been compiled, aiding members in finding benchmarks, reviews, and learning paths efficiently [4][16]. - The community invites industry experts to answer questions and share insights, enhancing the learning experience for members [4][17]. Group 2: Educational Support - Resources for beginners include curated technical stacks and learning paths to facilitate entry into the field of embodied intelligence [11][16]. - For those already engaged in research, valuable industry frameworks and project proposals are provided to support further development [13][16]. Group 3: Job Opportunities and Networking - The community has established a job referral mechanism with multiple companies in the embodied intelligence sector, ensuring members can connect with potential employers [10][17]. - Members are encouraged to engage in discussions about career choices and research directions, fostering a supportive environment for professional growth [79][83]. Group 4: Research and Development - The community has compiled a wealth of resources including open-source projects, datasets, and simulation platforms relevant to embodied intelligence, facilitating research and development efforts [16][30][36]. - A focus on various research directions such as visual language navigation, reinforcement learning, and multi-modal models is evident, indicating the community's commitment to staying at the forefront of technological advancements [20][58][70].

证券之星陆雯燕 在机器人概念推动下经历年内15倍暴涨的上纬新材(688585.SH)，8月7日披露的2025年半年报揭开了股 价与业绩显著背离的事实。公司上半年营收同比增长12.5%，但归母净利润却同比下滑32.91%。海外业 务成本上升、汇兑损失扩大等因素共同对利润形成拖累。此外，公司毛利率也持续走低至14.14%。 证券之星注意到，上纬新材此前股价在概念炒作下连收涨停，一度飙升至110.48元/股(前复权)的历史高 峰，其总市值也从年初不足30亿元激增至445亿元。在上交所重拳监管和公司基本面利空的双重影响 下，上纬新材股价出现跌停回调。半年报发布以来，上纬新材连续两个交易日股价走低。截至8月11日 发稿报83.36元/股，跌幅3.54%。 Q2净利同环比直降约七成 2025年半年报显示，上纬新材今年上半年实现营收7.84亿元，同比增长12.5%；对应归母净利润2990.04 万元，同比下降32.91%。 利润下滑背后，上纬新材成本端压力凸显。今年上半年，上纬新材营业成本同比增长14.24%至6.73亿 元。公司表示，主要系营收增加，成本随之增加，以及海运费增加所致。进一步来看，上半年期间费用 中，公司财 ...

衡宇 发自 WRC 量子位 | 公众号 QbitAI 大会期间，银河通用与英伟达联合首发搭载NVIDIA Jetson Thor芯片的机器人应用。作为国内首款搭载NVIDIA Jetson Thor芯片的机器人， Galbot G1 Premium完成了工业场景的应用。 现场演示中，配备该芯片的机器人展现出丝滑的运动性能以及实时的货箱视觉处理与运动规划能力，速度显著提升，现场观众一致评价为" 干 活最麻利的人形机器人 "。 一票难求的世界机器人大会现场，一家具身智能小卖部正在不间断面向现场观众接单营业。 工作人员站在一边，在店铺里忙碌的全都是人形机器人 。 它们是真的在这个智慧小卖部当起了导购员—— 顾客对着平板挑选商品后扫码下单，人形机器人店员会根据你的订单，转身移步到货架前，稳稳抓取商品，再转身返回，把商品送到你手中， 现场完成结账。 更有一位观众现场下单了2件不同的商品， Galbot都能用双手同时各夹取1件商品，准确、平稳地把商品交给观众 。这意味着银河通用的技 术在不断迭代。 △ Galbot用双手为观众夹取商品，视频来源：银河通用 Galbot既不是按照写死的程序打工，也没有人在背后遥控操纵， 它 ...