天眼查知识产权信息显示，近日，奇瑞汽车股份有限公司申请的"陪伴机器人"专利公布。摘要显示，本 公开属于机器人设计技术领域。陪伴机器人包括底座、支架、功能机构、罩体、充气机构和控制单元； 支架与底座相连；功能机构位于支架远离底座的一侧，且与支架相连；罩体为柔性材料，罩体套装于支 架外，且分别与底座、功能机构相连。采用本公开，能够提升陪伴机器人的使用安全性。 ...

Group 1 - The ChiNext Index (399006) has shown a positive performance with a rise of 1.16%, highlighting the strength of key stocks such as Dongfang Caifu, which increased by 4.6%, and Mindray Medical, which rose by 1.8% [1] - The ChiNext ETF (159915) has gained significant attention, with its latest scale exceeding 84 billion, making it the largest among similar ETFs, and it has seen a net subscription of 1.11 million shares [1] - The report from Everbright Securities indicates that the second half of the year may see sustained corporate profit recovery, driven by improved domestic demand, favorable policies, and the rise of emerging industries such as artificial intelligence and robotics [2][3] Group 2 - The ChiNext Index is characterized by a high proportion of high-tech enterprises, strong R&D investment, and significant growth potential, reflecting China's economic transformation and upgrade [3] - The ChiNext ETF (159915) maintains a low fee structure, with management and custody fees at 20 basis points per year, aligning with the brand's low-cost philosophy [4] - Related products include the ChiNext ETF and its various linked funds, indicating a range of investment options for investors [5]

据悉，此次智元机器人推出的灵犀X2-N拥有更丰富的情绪表达能力，能够通过与人类语音、表情、动 作、情绪、行为等互动，协助满足人类的功能性或情感类需求。在足式状态下，可以盲走上台阶，甚至 手持近12斤重物也能稳健前行。"哪吒"还能切换到轮式形态，移动高效，边走边滑，面对单边桥、斜坡 等复杂地形，都能轻松应对，过桥、越坡后稳稳落地。该款机器人还能在坡道上灵活转向，即便遭遇外 力推搡，轮式形态下也稳如泰山。根据智元机器人此前的规划，2025年下半年开始，灵犀X2机器人能 够实现规模化出货。预计到2026年底可实现数千台的规模。 伴随顶层政策持续发力，国内机器人产业逐步释放地方集群效应，诸如北京深圳上海等多地产业持续发 展并陆续出台人形机器人相关政策，以智元机器人所在的浦东区为例，作为全国首个人工智能创新应用 先导区，浦东已聚集100多家机器人企业，并推出相关政策全面支持具身智能关键技术突破攻关。 长城证券指出，当前人形机器人产业加速拓展，海内外多家厂商推出其量产版本产品，并且已有多家厂 商产品实现"进厂打工"，人形机器人商业化落地逐步演进。伴随人形机器人软件硬件技术路线逐步收 敛，带来成本持续走低，性能稳步提升，人 ...

智通财经记者 | 宋佳楠 随着英伟达市值突破4万亿美元大关，该公司CEO黄仁勋的身家也水涨船高。 7月11日，据智通财经援引彭博亿万富豪榜数据，持有英伟达约3.5%股份的黄仁勋本周排名已跃居全球第十。截至周四美股收盘，他的净资产升至约1430亿 美元，今年以来身家累计增长超287亿美元。 排在黄仁勋前一位的是"股神"巴菲特，其身家约为1440亿美元，比黄仁勋仅高出10亿美元。考虑到华尔街分析师普遍看好英伟达的上涨潜力，黄仁勋身家超 越巴菲特或许并不遥远。 作为黄仁勋执掌的全球首个市值破4万亿美元的公司，英伟达的股价一直备受外界关注，早前也显示出冲击该数值的迹象。 在6月25日的股东大会上，黄仁勋也对公司未来发展表达了乐观展望。他预计，除了当前火爆的人工智能领域，机器人将成为英伟达下一个强劲的增长引 擎，基于AI训练/推理系统的完全自动驾驶汽车有望成为该技术的首个重大商用应用。基于此，黄仁勋的个人身家很可能继续上涨。 目前，全球首富依然是特斯拉CEO埃隆·马斯克，身家约2560亿美元。彭博亿万富豪榜前十中，除了LVMH集团董事长阿尔诺是法国人，其余均为美国人。 黄仁勋若超越巴菲特，将改写全球顶级富豪格局，显露科 ...

今日截至13点25分，机器人ETF（562500）上涨1.69%，低开高走，午后直线拉升，上攻势头强劲。多 支成分股飘红，中大力德录得涨停，瑞松科技涨幅超7%，江苏雷利、晶品特装、信捷电气等涨幅超 4%。流动性方面，机器人ETF盘中换手4.88%，成交总额达6.96亿，交投火爆，有望持续汇集市场资 金。 消息方面，7月11日，重庆高新区西部创投中心迎来一场罕见的硬核分享——《高性能开发框架dora-rs 在AI具身机器人中的应用》闭门沙龙。在现场演示环节，技术团队展示了如何在dora-rs框架下实现感 知-推理-执行的实时闭环处理。在一台具身机器人原型机上，集成激光雷达、深度摄像头和本地大模 型，系统可在10ms内完成数据感知与动作指令输出，整体运行稳定、负载率低、交互反馈自然。 上海证券认为，智元首个通用具身基座大模型Genie Operator-1（GO-1）不仅具备强大泛化能力，还能 在极少数据甚至零样本的情况下，迅速适应新场景和新任务。GO-1 大模型可以搭配智元一整套数据回 流系统，这套系统能够从实际执行过程中捕捉问题数据，尤其是执行失误或异常情况，并通过人工审核 和模型优化，持续提升 GO-1 的 ...

Core Insights - The rare earth industry is experiencing a significant price increase for related transactions, with two leading companies announcing a price hike for Q3 2025, leading to a bullish market sentiment and increased trading activity in the rare earth sector [1] - The rare earth ETF (516780) saw a record daily trading volume of 207 million yuan on July 10, 2025, indicating strong investor interest [1] - A recent report from Guotou Securities highlights the rigid supply of rare earths and increasing demand, particularly from sectors like electric vehicles and wind power, which is expected to drive prices higher [1][2] Industry Performance - The price of rare earth concentrates has been on a rising trend for four consecutive quarters since Q4 2024, reflecting improved industry conditions [1] - The report notes that the export restrictions on certain rare earth elements have caused significant price surges in Europe, with price differentials exceeding three times between domestic and international markets [1] - The rare earth ETF tracks the performance of companies involved in mining, processing, trading, and application of rare earths, with top constituents including Northern Rare Earth, China Rare Earth, and China Aluminum [1] Market Outlook - The rare earth sector is poised for multiple catalysts due to the recovery in industry conditions and potential supply chain optimizations [2] - Investors are encouraged to consider the rare earth ETF (516780) and its associated funds as a way to capitalize on the opportunities presented by this strategic resource [2]

A股机器人执行器、减速器、电机等人形机器人相关概念拉升，上纬新材20cm涨停，金力永磁涨超 9%，正海磁材、英思特、江苏雷利等个股跟涨。 ...

智元机器人，构建了领先的机器人"本体+AI"全栈技术，具备核心零部件自研及整机集成和制造能力。 公开资料显示，智元拥有远征、精灵、灵犀三大机器人家族，产品覆盖交互服务、工业智造、商业物流 及科研教育等多种商用场景，预计2025年出货量达数千台。 值得一提的是，智元机器人近期接连传来融资的消息。 宁波华翔：作为智元机器人本体的代工方，参与结构件设计与总装测试，拥有突出的精密制造能力和丰 富的汽车零部件经验，具备协同机器人量产的潜力。 蓝思科技：代工 "灵犀 X1" 系列，是珠海新质生产力项目的签约方，在消费电子精密加工技术方面领 先，产能弹性强，已成功批量交付灵犀 X1 人形机器人的关节模组等核心部件。 均普智能：参与智元机器人的本体代工和战略合作，推动智能制造场景的落地。具备全链条智能制造经 验，服务于宝马、特斯拉等高端客户，技术协同性强。 最后一家，尤为关键，借壳第一股，十倍机会！ 人形机器人市场在未来五年内难以复制 "电动汽车时刻" 的爆发式增长，但工业场景的商业化落地已率 先取得突破。这一趋势与智元机器人的战略布局高度契合：其旗下远征 A2 专攻工厂作业场景，灵犀 X2 切入展厅讲解等服务领域，精灵系列 ...

Core Viewpoint - The robotics industry is experiencing significant investment inflows, particularly in humanoid robots and embodied intelligence, with the market expected to grow substantially in the coming years [4]. Group 1: Market Performance - The National Robotics Industry Index (980022) increased by 0.96% at midday, with notable performances from key stocks: Huichuan Technology up 1.8%, Stone Technology up 0.7%, and Shuanghuan Transmission up 2.3% [1]. - The E Fund Robotics ETF (159530) has seen a net inflow of over 50 million yuan in the last two days and over 100 million yuan in the past ten days, with a net subscription of 9 million units during the trading session [1]. Group 2: Fund Liquidity and Activity - The E Fund Robotics ETF (159530) has shown active trading, with an average daily transaction amount exceeding 100 million yuan and a turnover rate of over 6.7% in the past month [4]. - As of July 10, the fund's latest scale reached 1.691 billion yuan [4]. Group 3: Investment Trends - Recent funding rounds in the humanoid robot sector have attracted significant capital, with Star Sea Map completing two rounds of strategic financing totaling over 100 million USD [4]. - The total financing in the embodied intelligence and robotics sector has surpassed 23 billion yuan in the first five months of the year, exceeding the total for the entire year of 2024 [4]. Group 4: Industry Outlook - The humanoid robot market is entering an intelligent development phase driven by substantial market demand and advancements in artificial intelligence technology [4]. - The domestic robotics market is projected to reach a scale of 10 trillion yuan by 2045 [4]. Group 5: Index Characteristics - The National Robotics Industry Index has a significant focus on humanoid robots, with over 50% of its weight in related companies, which is notably higher than similar indices [4]. - The top ten weighted stocks account for nearly 40% of the index, including industry leaders like Huichuan Technology and iFlytek, known for their strong market competitiveness and high technical barriers [4].

中国基金报记者 晨曦 大家好！又到周五，来一起关注上午的市场行情和最新资讯～ 7月11日，A股市场整体走高，午前持续发力。截至午间收盘，上证指数涨1.05%，深证成指涨0.94%，创业板指涨1.19%。 | 3546.50 | AND ... | 10731.19 | was would | 2215.53 | Mart ... | | --- | --- | --- | --- | --- | --- | | 上证指数 +1.05% | | 深证成指 +0.94% | | 创业板指 +1.19% | | 全市场半日成交额为1.03万亿元，较上日明显放量；全市场2855只个股上涨，2306只个股下跌。 【 导读 】 稀土板块大爆发，金融科技概念股火热 市场热点纷呈：大金融强势走高，"牛市旗手"引领行情，稀土概念股午前"井喷式"爆发，CRO、金融科技、盐湖提锂等概念股走高；教 育、光伏、电路板等板块回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 様士 9.36% | 炒股软件 8.79% | 稀土永磁 6.81% | 稀有金属 4.26% | | 券商等 ...