1 月 4 日消息，特斯拉 Optimus 人形机器人的先进程度或许并未达到该公司首席执行官埃隆・马斯克所宣称的水平。尽管马斯克向投资者保证，这款机器人 能为特斯拉创造源源不断的营收，并成为公司至关重要的产品，但有报告显示，要实现这一雄心勃勃的目标，它还有很长的路要走。 据IT之家了解，马斯克对 Optimus 寄予厚望，畅想未来这些机器人能走进工厂作业、包揽家务、主刀外科手术，甚至助力火星殖民计划。他还提出要实现年 产数百万台机器人的目标，并声称这类机器人有望消除贫困，让人类不再需要为生计劳作。然而，目前每一台 Optimus 机器人都还依赖手工制造。 据《华尔街日报》的报道，想要如马斯克设想的那样，让 Optimus 大规模取代人类劳动，这款机器人仍需攻克大量技术难关。报道指出，在公开亮相场合 中，该机器人往往由人类工程师远程操控，而非自主运行。此外，特斯拉的工程师们至今仍难以造出能媲美人类手部灵敏度与灵巧度的机械手掌。有消息 称，马斯克旗下公司的部分员工也对这款机器人在制造业等日常商业运营场景中能否发挥实效提出了质疑。 2024 年 10 月，马斯克在加州华纳兄弟的摄影棚里描绘了自己的愿景。五台 Opt ...

| 2025年12月11日星期四 | 12月10日，日产汽车官网宣布与英国Wayve签署最终协议，双方将合作将新一代Pro PILOT系列与Wayve 人工智能技术整合至日产旗下多款车型。此次合作将融合Wayve的具身人工智能软件与日产驾驶辅助系 统，共同支持高级驾驶辅助系统（ADAS）及点对点高级驾驶功能。日产汽车计划于2027财年在日本推 出首款搭载新一代Pro PILOT系统的车型。 点评：日产汽车与Wayve签署的协议，标志着两者在高级驾驶辅助技术领域的重要进展。日产计划于 2027财年推出新一代Pro PILOT车型，意味着公司在电动化与智能化双轮驱动战略下积极布局，预计将 对其未来销量和市场地位产生积极的推动作用。 NO.4 雷诺与福特达成乘用车及商用车战略合作 NO.2 国家统计局：综合整治"内卷式"竞争成效显现 据人民网12月10日消息，国家统计局12月10日发布数据显示，11月份我国工业生产者出厂价格指数 （PPI）同比下降2.2%，并呈现积极变化。国家统计局城市司首席统计师董莉娟表示，11月份，受综合 整治"内卷式"竞争成效显现影响，相关行业价格同比降幅收窄。重点行业产能治理持续推进，市场 ...

每经记者｜董天意 实习生 张艺彤 每经编辑｜余婷婷 点评：整体市场竞争秩序的优化将促进企业更加注重创新和可持续发展，长期来看，有助于增强投资者 信心，从而提升市场的活跃度。 NO.3 日产汽车与Wayve就驾驶辅助技术签署合作 12月10日，日产汽车官网宣布与英国Wayve签署最终协议，双方将合作将新一代Pro PILOT系列与Wayve 人工智能技术整合至日产旗下多款车型。此次合作将融合Wayve的具身人工智能软件与日产驾驶辅助系 统，共同支持高级驾驶辅助系统（ADAS）及点对点高级驾驶功能。日产汽车计划于2027财年在日本推 出首款搭载新一代Pro PILOT系统的车型。 点评：日产汽车与Wayve签署的协议，标志着两者在高级驾驶辅助技术领域的重要进展。日产计划于 2027财年推出新一代Pro PILOT车型，意味着公司在电动化与智能化双轮驱动战略下积极布局，预计将 对其未来销量和市场地位产生积极的推动作用。 | 2025年12月11日 星期四 | NO.1 中国长安第3000万辆中国品牌汽车下线 12月10日，中国长安第3000万辆中国品牌汽车在重庆阿维塔数智工厂下线，成为最快达成中国品牌3000 万辆 ...

1.【日产汽车与Wayve就驾驶辅助技术签署合作】12月10日，日产汽车公司与Wayve宣布签署最终 协议，双方将合作将新一代ProPILOT系列与Wayve人工智能技术整合至日产旗下多款车型。此次合 作将融合Wayve的具身人工智能软件与日产驾驶辅助系统，共同支持高级驾驶辅助系统（ADAS）及 点对点高级驾驶功能。（腾讯网） 2.【小米汽车公布燃油液位显示专利】天眼查App显示，近日，小米汽车科技有限公司申请的"燃油的 液位显示方法、装置、车辆、介质及程序产品"专利公布。摘要显示，本公开涉及车辆技术领域，包 括：确定交通工具的油箱内燃油的第一显示液位值，响应于燃油的第一显示液位值与燃油的第一采集 液位值之间的第一液位差值大于预设差值，对燃油的显示液位值进行至少两次调整，使得燃油的显示 液位值逐渐变化为与燃油的采集液位值之间的差值小于预设差值，减少油量跳变，使得驾驶员能够平 稳的观察燃油液位变化，避免燃油液位跳变影响驾驶员的驾驶体验。（界面新闻） 3. 【乘联分会：12月1-7日全国乘用车市场零售29.7万辆，同比下降32%】12月10日消息，乘联分 会数据显示，12月1-7日，全国乘用车市场零售29.7万辆 ...

Core Insights - Intrinsic, a subsidiary of Alphabet, is partnering with Foxconn to establish a joint venture focused on deploying robots in Foxconn's U.S. factories, leveraging Foxconn's extensive manufacturing expertise [2][4] - The collaboration aims to enhance manufacturing processes through AI-driven robotics, addressing the challenges of flexible manufacturing and labor shortages in the industry [3][6] Group 1: Partnership Details - The partnership between Intrinsic and Foxconn has been in discussion for one to two years, indicating a strategic alignment in software and AI technology [3] - Foxconn's Chairman Liu Yangwei emphasized that this collaboration will strengthen their global manufacturing leadership and contribute to the development of future factories [4] - The joint venture is not a pilot project, although specific investment amounts have not been disclosed [5] Group 2: Industry Trends - The focus on "embodied AI" reflects a growing trend towards applying AI in real-world manufacturing settings, driven by supply chain disruptions during the COVID-19 pandemic and the need for reshoring manufacturing [6] - The loss of skilled labor in developed economies has created a demand for robotic solutions to enhance production capacity [6] - Asia, particularly China, dominates the industrial robotics market, producing over half of the world's industrial robots, with companies like Unitree advancing humanoid robot development [7]

Core Insights - The construction industry is facing a productivity crisis, with a growth rate of only 0.4% over the past 22 years, while manufacturing has seen an average annual growth of 3% [1][3] - The industry is experiencing a labor shortage due to an aging workforce and a lack of interest from younger generations, creating a significant gap in the demand for housing and infrastructure, estimated at $40 trillion [1][3] - Humanoid robots are seen as a potential solution to this crisis, capable of performing a wide range of construction tasks and improving efficiency [1][6] Construction Industry Challenges and Solutions - The construction industry's productivity is hindered by its heavy reliance on human labor, which is becoming increasingly scarce [3] - Construction projects are complex and require a high degree of customization, making automation difficult [3] - Factors such as high physical demands, safety risks, and uncertain career prospects deter young workers from entering the field, exacerbating the labor crisis [3] Advantages of Humanoid Robots - Humanoid robots are versatile and can perform various tasks such as moving materials, welding, and cleaning, which traditional specialized robots cannot do [6][9] - These robots utilize embodied AI, allowing them to perceive their environment and make real-time decisions, enhancing their adaptability on construction sites [6][9] - They can work continuously without breaks, reducing labor costs significantly as their prices are expected to drop to $2,000-$5,000 by 2035 [9][10] Barriers to Implementation - The deployment of humanoid robots faces three main technological challenges: AI foundational models, mobility and flexibility, and safety and collaboration capabilities [10][11] - Current robots are still somewhat limited in their capabilities, particularly in navigating complex environments and performing delicate tasks [10] - The high cost of humanoid robots, currently ranging from $15,000 to $50,000, poses a significant barrier for widespread adoption [10] Future Development Phases - In the next 3-5 years, humanoid robots are expected to handle simple, repetitive tasks, freeing human workers to focus on more technical aspects of construction [13] - In the 5-10 year timeframe, these robots will take on more complex tasks and work collaboratively with human workers [13] - By the long-term phase (10+ years), humanoid robots are anticipated to autonomously execute complex construction tasks, transforming the construction workflow [14] Deployment Strategies for Construction Companies - Companies can adopt different strategies for deploying humanoid robots based on their financial strength and risk tolerance: - **Pioneers**: Large firms with strong capital can collaborate with robot manufacturers for customized solutions [17] - **Early Adopters**: Medium-sized firms can utilize existing robot products in standardized projects to gain market share [18] - **Selective Deployers**: Smaller firms can focus on high ROI scenarios for gradual implementation [18] Conclusion and Industry Outlook - The integration of humanoid robots into the construction industry represents a shift towards human-robot collaboration, where humans focus on design and management while robots handle repetitive and hazardous tasks [19] - The future of the construction industry will be shaped by technological advancements, making it essential for companies to embrace these changes proactively [19]

Core Insights - Goldman Sachs recently released a research report on the humanoid robot industry, indicating that early capacity planning in this sector is reasonable and does not imply an imminent risk of oversupply [2] - The report predicts that global humanoid robot shipments will reach 1.38 million units by 2035, with an optimistic scenario projecting shipments of 11.57 million units, reflecting the early stage of industry development and various future possibilities [2] Group 1: Industry Outlook - Most supply chain companies in the humanoid robot sector are optimistic about future prospects and are actively planning production capacity both domestically and internationally [2][3] - Current capacity planning among Chinese supply chain companies corresponds to an annual production volume of approximately 100,000 to 1 million robots, with many companies intending to scale up after receiving actual orders [3] Group 2: Market Dynamics - The humanoid robot industry currently lacks substantial orders, primarily due to the absence of a significant order volume that can support a robust supply chain [3] - A minimum order volume of over 10,000 units is necessary to establish a viable supply chain system, as smaller orders cannot sustain industry growth [3] Group 3: Application and Demand - Demand for humanoid robots is emerging from technology companies, universities, and government procurement, with potential applications in large model training, factory use, and exhibition performances expected to see growth in the next one to two years [4] - The current application scenarios for humanoid robots are limited, but there is a consensus on the need for differentiated products and technological capabilities to attract investment, especially from overseas [4] Group 4: Market Performance - The humanoid robot sector has experienced a significant rise in the capital market this year, with strong performance in the A-share market reflecting future industry development expectations [4] - According to Gartner, by 2028, 80% of warehouses will utilize robotic technology, and by 2030, 30% of factory workers will interact with humanoid robots in real work environments, a significant increase from the current rate of less than 5% [5]

Core Insights - Goldman Sachs recently released a research report on the humanoid robot industry, indicating that early capacity planning in this sector is reasonable and does not imply an imminent risk of oversupply [1][3] - The report predicts that global shipments of humanoid robots will reach 1.38 million units by 2035, with an optimistic scenario projecting shipments of 11.57 million units, reflecting the early stage of industry development and various future possibilities [3] Industry Capacity and Planning - Most supply chain companies in the humanoid robot sector are optimistic about future prospects and are actively planning production capacity both domestically and internationally, although no companies have confirmed large orders or specific production timelines [3][4] - Current capacity planning among Chinese supply chain companies translates to an annual production capacity of approximately 100,000 to 1 million robots, with most companies intending to scale up gradually upon receiving actual orders [3][4] Market Demand and Supply Chain Development - The humanoid robot market currently lacks substantial order volumes, with a threshold of over 10,000 units needed to establish a viable supply chain system [4] - Demand for humanoid robots is emerging from technology companies, universities, and government procurement, with potential applications in large model training, factory use, and exhibition performances expected to increase in the next one to two years [4] Investment Trends and Market Performance - The humanoid robot sector has seen a significant rise in capital market interest this year, with strong performance in the A-share market reflecting future industry development expectations [4] - Investors, particularly overseas, are looking for differentiated products and technological capabilities in humanoid robots, alongside ongoing technological breakthroughs and the establishment of practical application scenarios [4] Future Projections - According to Gartner, by 2028, 80% of warehouses will utilize robotic technology, and by 2030, 30% of factory workers will interact with humanoid robots in real work environments, a significant increase from the current rate of less than 5% [5] - Gartner also forecasts that by 2030, humanoid robots using open-source embodied AI technology will cost as low as $5,000, potentially replacing 30% of jobs in the service labor market [6]

Group 1 - Bubble Mart confirmed a live streaming incident occurred and is under investigation, but no employees involved will be dismissed [2] - The company reported a gross margin of 70.3% in the first half of 2025, comparable to Hermes and significantly higher than major competitors like Apple and LVMH [18] Group 2 - WeChat is exploring the possibility of allowing the same account to be logged in on multiple devices, currently in a testing phase [3] - Bilibili announced a change in management with Chen Rui stepping down as general manager, but his core management role remains unchanged [3] Group 3 - Forbes released the 2025 China Rich List, with notable wealth increases among billionaires, including Lei Jun ranking seventh, surpassing Jack Ma [4] - The Chinese government provided 1.1 trillion yuan in subsidies to support pension payments in the first half of the year [4] Group 4 - China Life Insurance has become the largest life insurance company globally, with reserves of $798.07 billion [5] - Xiaomi is set to open end-to-end assisted driving experiences for its vehicles, enhancing user experience [6] Group 5 - Ant Group has restructured its organization, establishing a new health business group to accelerate its healthcare initiatives [8] - The first domestic nuclear drug has been approved for market release, providing new treatment options for advanced prostate cancer patients [11] Group 6 - The Chinese central bank has increased its gold reserves for the 12th consecutive month, reaching approximately 2304.457 tons [12] - Honda is recalling over 400,000 vehicles in the U.S. due to a manufacturing defect that could cause wheels to detach [12]

Core Insights - The competition for AI robots has shifted from "algorithm iteration" to "data acquisition," with visual data being the core resource for training VLA models, directly impacting a company's position in the industry [1][2] - Companies like Tesla, Meta, and Brookfield are focusing on "scene coverage + data accumulation" to build technological barriers in the AI robot sector [1][2] Group 1: Nature of the "Photon War" - Visual data is described as the "fuel" for AI robots, with its value being contingent on the ability to collect and process it effectively [3] - The report uses the analogy of a bluefin tuna to illustrate that without the means to capture visual data, its potential value remains untapped [3] - Companies are deploying cameras in various environments to gather high-quality visual training data, which is crucial for AI robot development [3] Group 2: Tesla's Focus on Visual Training - Tesla is transitioning to a pure visual training approach for its Optimus robot, moving from human-assisted tasks to data-driven autonomous learning [4] - The shift to using recorded videos of factory workers performing tasks aims to reduce training costs and enhance the robot's ability to learn complex operations in real-world industrial settings [4] - Skild AI is also building a "robotic foundation model" using human action videos from the internet, further emphasizing the value of real-world scene data in robot training [4] Group 3: Major Players Competing for Visual Data - Meta is embedding ultra-high-definition cameras in its next-generation wearable devices to capture user actions, which will serve as valuable training data for AI robots [5][6] - The projected ownership of Meta's devices could reach 20 million units within two years, significantly surpassing the current number of Tesla vehicles [6] - Brookfield is leveraging its extensive real estate assets to collect diverse training data for AI robots, collaborating with Figure AI to activate over 1 million residential units and substantial commercial spaces [6][7] Group 4: Investment Perspective - Tesla is highlighted as a core investment focus, with a target stock price of $410, driven by breakthroughs in AI robot technology and data accumulation [8] - The report identifies key variables that will support Tesla's long-term valuation, including advancements in AI robotics and data ecosystems [8]