具身大模型

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动捕设备能成为具身大模型的下一场蓝海吗?
机器人大讲堂· 2025-08-21 10:11
具身智能的产业发展可追溯至 20 世纪 50 年代,图灵在其论文中提出人工智能可能的发展方向,为具身智 能概念奠定基础。1980-1990 年代,罗德尼・布鲁克斯和罗尔夫・普费弗等人的研究提供了重要理论支 撑,进入早期探索与理论发展阶段。2000 年代初,具身智能研究融合机构学、机器学习、机器人学等跨学科 方法和技术,形成相对完整的学科分支,进入跨学科融合与技术突破阶段。2010 年代中期,深度学习技术快 速发展为其注入新动力。2020 年以来,具身智能受到广泛关注,众多科技巨头及高等学府纷纷投入研究, 具身智能正 逐步走向产业应用,推动专用机器人向通用机器人发展。 大模型通常指拥有巨大参数量的机器学习模型,尤其在 NLP、计算机视觉及多模态领域应用广泛。其发展追 溯至 20 世纪 AI 研究初期,当时聚焦逻辑推理和专家系统,但受限于硬编码知识和规则。随着机器学习、深 度学习技术出现及硬件能 力提升,大规模数据集和复杂神经网络模型训练成为可能,催生大模型时代。2017 年,谷歌 Transformer 模型引入自注意力机制,极大提升序列建模能力。此后,预训练语言模型理念成为主 流。2022 年底,ChatGP ...
股价一个多月涨10倍!
Jing Ji Wang· 2025-08-15 03:13
Group 1 - The 2025 World Humanoid Robot Games opened on August 14, highlighting the rapid development of China's humanoid robot industry, with significant advancements in research, manufacturing, and sales [1] - From the beginning of the year to date, there have been 96 investment and financing events related to humanoid robots in China, amounting to 26.549 billion yuan [1] - The humanoid robot sector has seen a stock market increase of over 20% in the past two months, with individual stocks like Changsheng Bearing rising approximately 670% since September last year [3] Group 2 - The only robot-themed ETF in the market, with a scale exceeding 10 billion yuan, has seen a nearly 13% increase since early June [5] - Government support and continuous R&D investments from companies have driven the rise in the humanoid robot sector, with various local policies providing industry and consumer subsidies [7] - Recent financing activities in the humanoid robot sector include a significant 1.1 billion yuan B-round financing by Galaxy General in June, marking the largest single financing in the field this year [9] Group 3 - The humanoid robot sector is gaining attention due to its integration of advanced technologies from artificial intelligence, mechanical engineering, and electronics, with expectations for rapid growth in demand across various applications [11] - The overall outlook for the humanoid robot industry remains positive, supported by the increasing market demand and continuous capital influx [9][11]
机器人商业化破局:工业与商业场景的冰火淬炼
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-30 11:32
Core Viewpoint - The commercialization of robotics is entering a critical phase, with companies like Zhifang and Digital Huaxia taking different approaches in industrial and commercial applications, respectively [1][2][3] Group 1: Scene Selection - The industry consensus is that embodied robots will first penetrate industrial applications, followed by commercial and household uses, due to the controlled and repetitive nature of industrial environments [2] - Zhifang focuses on industrial scenarios, developing the AlphaBot series with a self-developed end-to-end VLA embodied model, while Digital Huaxia targets commercial applications with humanoid robots designed for interactive experiences [2][3] - The challenges in commercial environments are greater due to safety and interaction complexities, necessitating continuous optimization of technologies like voice and visual recognition [3][4] Group 2: Supply Chain Layout - Zhifang emphasizes full-stack self-research of its VLA model and plans to establish its own production line, learning from the early stages of the electric vehicle industry [6][7] - Digital Huaxia is building a software ecosystem by creating PaaS and RaaS platforms, allowing third-party developers to enhance their humanoid robots' capabilities [6][7] - The two companies represent different business models: Zhifang operates like a direct store with a focus on self-research, while Digital Huaxia resembles a franchise model, promoting ecosystem collaboration [7] Group 3: Capital Perspective - Investment focus varies by stage; early-stage investors prioritize team background and technology, while later stages emphasize scene delivery capabilities and technology generalization [9] - The U.S. market favors AI software companies, while the Chinese market is more mature in hardware ecosystems, leading to a greater emphasis on the practical application of embodied robots [9][10] - Future business models are expected to shift from selling hardware to offering collaborative services, which could unlock significant market potential [10][11]
极氪能源香港充电地图上线,冯兴亚卸任广汽埃安董事长 | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-06-09 21:30
Group 1 - Zeekr Energy launched its charging map in Hong Kong, marking its first international expansion outside mainland China, in collaboration with the largest public charging network platform in Hong Kong, Easy Charge [1] - The charging map connects over 2,300 charging piles across more than 170 core stations in Hong Kong, including high-frequency areas such as Central Business District and public parking lots [1] - This strategic move is expected to enhance user convenience in charging and strengthen Zeekr's competitiveness in the electric vehicle sector, while also promoting the improvement of Hong Kong's electric vehicle industry chain [1] Group 2 - Feng Xingya has resigned as the chairman of GAC Aion, with He Xianqing taking over the position, reflecting normal corporate governance changes [2] - GAC Aion was established in July 2017 with a registered capital of approximately 7.803 billion RMB, focusing on manufacturing electric vehicles and related components [2] - The leadership change follows a series of transitions within GAC Group, indicating ongoing adjustments in the company's management structure [2] Group 3 - Dongfeng Liuzhou Automobile and Zhihui Square signed a strategic cooperation agreement to explore the application of embodied large models in automotive manufacturing [3] - The collaboration will introduce the AlphaBot 2 robot, which will perform various intelligent tasks in the manufacturing process, marking the first full-scene validation of domestic embodied large models in the automotive sector [3] - This partnership is expected to enhance production efficiency and reduce costs, potentially transforming the automotive manufacturing landscape [3] Group 4 - Tesla's Optimus humanoid robot project faces uncertainty with the departure of project engineering head Milan Kovac, who confirmed his decision to leave for family reasons [4] - Ashok Elluswamy, Tesla's head of autonomous driving, will take over the project, which has been a focal point for investor interest [4] - The transition in leadership may impact investor confidence in Tesla's AI and autonomous driving initiatives, as the project is expected to ramp up production significantly by the end of the year [4] Group 5 - Porsche denied reports of relocating assembly operations to the U.S. to mitigate tariff impacts, maintaining its commitment to German manufacturing [6] - The U.S. remains Porsche's largest market, with a 37% year-on-year increase in deliveries in Q1, despite facing a 25% tariff on imported vehicles since April [6] - Porsche is undergoing restructuring, including financial guidance adjustments and investment cuts, which may affect its competitiveness in the high-end automotive market [6]
机械行业周报2025年第23周:Optimus项目负责人宣布离职,工程机械景气度持续复苏
EBSCN· 2025-06-09 10:35
Investment Rating - The report maintains a "Buy" rating for the machinery industry [1] Core Views - The machinery industry is experiencing a continuous recovery in its business climate, particularly in the engineering machinery sector, with significant growth in excavator sales and a positive outlook for infrastructure investments [13][14] - The humanoid robot sector is highlighted as a key area for growth, with advancements in technology and strategic partnerships indicating a robust future for the industry [6][9] Summary by Relevant Sections Humanoid Robots - A strategic partnership was signed between Dongfeng Liuzhou Motor Co., Ltd. and Zhifang Technology to explore the application of embodied large models in automotive manufacturing [2] - Tesla's Optimus project leader announced his departure, indicating potential shifts in leadership and strategy within the humanoid robotics sector [2] Engineering Machinery - In April 2025, excavator sales reached 22,142 units, a year-on-year increase of 17.6%, with domestic sales at 12,547 units and exports at 9,595 units [13] - The report suggests that infrastructure investment will maintain a high level of activity, benefiting the engineering machinery sector [13] Agricultural Machinery - The agricultural machinery market's sentiment index dropped to 47.9% in April 2025, indicating a downturn in the sector [8] - Despite the current challenges, long-term demand for agricultural machinery is expected to rise, particularly in the context of the Belt and Road Initiative [9] Semiconductor Equipment - The report notes that the implementation of reciprocal tariffs is accelerating the domestic substitution of key semiconductor equipment [16] - The emphasis on domestic production capabilities is expected to grow, particularly in light of geopolitical tensions affecting supply chains [17] New Energy Equipment - The report highlights significant investments in photovoltaic projects, with a total investment of 135.3 billion yuan in Yibin City, Sichuan Province [18] - The solar power generation utilization rate was reported at 94.0% in April 2025, indicating strong performance in the renewable energy sector [19] Low-altitude Economy and EVTOL - The Chongqing Development and Reform Commission released a list of 42 low-altitude economic application scenarios, indicating a focus on integrating low-altitude technologies into urban management and logistics [21] - The report anticipates rapid development in the low-altitude economy, which could create new industries and enhance consumer spending [23]
双重突破:全球首个零售VLA大模型来了!开源OpenWBT让机器人遥操门槛暴降!
量子位· 2025-06-09 05:24
Core Viewpoint - The article highlights the significant advancements in embodied intelligence showcased at the 2025 Beijing Zhiyuan Conference, particularly focusing on the capabilities of the Galbot robot and the GroceryVLA model developed by Galaxy General Robotics [1][4][11]. Group 1: Event Overview - The 2025 Beijing Zhiyuan Conference took place on June 6-7, gathering leading research institutions, technology companies, and open-source communities in the field of embodied intelligence [1]. - Dr. Wang He, an assistant professor at Peking University and founder of Galaxy General Robotics, participated in the opening roundtable forum and presented the Galbot robot during the main forum [2][4]. Group 2: Galbot and GroceryVLA Presentation - The Galbot G1 showcased its capabilities by autonomously retrieving beverages from a shelf based on voice commands, demonstrating no remote control or prior scene data collection [5][6]. - The GroceryVLA model, which powers the Galbot, was highlighted for its ability to operate in real commercial environments, showcasing its robust performance in complex scenarios [3][8]. Group 3: GroceryVLA Core Capabilities - **Strong Applicability**: The GroceryVLA employs an end-to-end model architecture that allows it to autonomously identify and retrieve products from densely packed shelves without the need for path planning [13]. - **High Generality**: The model can handle various packaging types without needing individual adjustments, supporting a unified strategy for different product shapes [15][17]. - **Cross-Scene Generalization**: Trained on extensive simulation data, the model can adapt to new environments, maintaining stability under varying conditions [18][21]. - **Autonomous Decision-Making**: The GroceryVLA can dynamically determine the optimal item to retrieve based on task requirements, showcasing advanced task understanding [23][24]. - **Strong Interference Resistance**: The model can adjust its strategies in real-time to respond to disturbances, ensuring efficient task completion even in challenging environments [27][28]. Group 4: OpenWBT System Launch - Galaxy General Robotics launched OpenWBT, the world's first fully open-source, multi-model, full-body remote operation system for humanoid robots, aimed at enhancing the deployment of humanoid robots in various scenarios [30][33]. - OpenWBT allows for rapid deployment, requiring only a VR headset and a standard computer, significantly lowering the barriers for users [35][36]. - The system supports multiple robot models and facilitates both real-time control of physical robots and remote operation in virtual environments, promoting efficient data collection and model training [37][38]. Group 5: Future Outlook - Galaxy General Robotics aims to lead the transition of humanoid robots from experimental phases to practical applications, enhancing the integration of embodied intelligence technology across various industries [40][41].
美媒称特朗普团队考虑报复马斯克;AirPods或实现AI实时翻译;QQ迎来全球首位256级用户
Guan Cha Zhe Wang· 2025-06-09 00:56
Group 1 - Trump team is considering retaliation against Musk after Trump stated their relationship is over and not repairable [1] - ASML CEO believes that US chip export bans will backfire, as China is already developing its own lithography equipment [1] - Chinese Academy of Sciences academician Ding Han emphasizes that humanoid robots are the core of industry explosion, with dexterous hand technology being key [1] Group 2 - Zhou Hongyi, founder and CEO of 360 Group, plans to eliminate the entire marketing department to save millions and will personally conduct a new product launch [2] - Meta Platforms is negotiating a potential investment exceeding $10 billion in AI data labeling startup Scale AI, which could be its largest external AI investment [2][3] Group 3 - Hong Kong government is set to invest over HKD 100 billion in AI development, including a HKD 30 billion special funding plan for local institutions [3] - Apple is reportedly developing a real-time translation feature for AirPods, expected to launch with iOS 26 [4] Group 4 - Ele.me has disclosed its route planning algorithm to enhance transparency and address rider feedback, following several initiatives to protect rider rights [4] - Dongfeng Liuzhou Automobile and Zhihui Square have signed a strategic cooperation agreement to explore the application of embodied large models in automotive manufacturing [5] Group 5 - Tencent announced the first global user to unlock the 256-level QQ icon, "Time Penguin," and will reward the user with exclusive gifts [6][7] - Nintendo's Switch 2 faced a packaging issue leading to damaged screens for numerous units due to improper packaging methods at a GameStop store [8]
央行,最新公布;5月CPI、PPI数据,今日公布;海洋经济,再迎利好→
新华网财经· 2025-06-09 00:20
Macro Economic Indicators - As of the end of May, China's gold reserves stood at 73.83 million ounces (approximately 2,296.37 tons), marking an increase of 60,000 ounces (about 1.86 tons) month-on-month, representing the seventh consecutive month of gold accumulation by the central bank [1][3]. - The National Bureau of Statistics released the Consumer Price Index (CPI) and Producer Price Index (PPI) for May on June 9 [2][3]. - The 2025 China Marine Economy Development Index was released on June 8, indicating a 2.3% year-on-year growth, with the index projected to reach 125.2 in 2024, reflecting strong momentum in marine economic development [1][3]. Company Developments - BYD held its 2024 shareholder meeting on June 6, where Chairman Wang Chuanfu expressed confidence in achieving a sales target of 10 million vehicles in the next 5-10 years, emphasizing the importance of intelligent driving technology [15]. - Stone Technology announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance global brand recognition and optimize capital structure [18]. - China Petroleum & Chemical Corporation (Sinopec) and Shanghai Electric Group discussed expanding their cooperation following a strategic agreement signed last year [18]. Market Trends - The first quarter of this year saw a 67.8% year-on-year increase in international cruise passenger transport in China, highlighting the robust growth of the marine economy [12]. - The number of newly registered private equity securities investment funds increased by over 45% year-on-year as of May 31, indicating a surge in both new and existing capital entering the market [13]. - High dividend returns and value enhancement strategies are being promoted by the Shanghai Stock Exchange to boost investor confidence and market activity [8]. Regulatory and Governance Updates - The State-owned Assets Supervision and Administration Commission (SASAC) issued new guidelines for the development planning of central enterprises, establishing a three-tier planning system [6]. - The China Securities Regulatory Commission approved the Central Huijin Investment Co., Ltd. as the actual controller of several securities and fund management companies [9][11].
影响市场重大事件:工信部将实施“人工智能+制造”行动,以工业智能体为抓手深化人工智能工业应用
Mei Ri Jing Ji Xin Wen· 2025-06-08 23:52
Group 1 - The Ministry of Industry and Information Technology (MIIT) is implementing the "Artificial Intelligence + Manufacturing" initiative to enhance industrial applications of AI, focusing on industrial intelligence and key technology breakthroughs [1] - As of the end of May 2025, China's foreign exchange reserves reached $328.53 billion, reflecting a slight increase of $36 million from the previous month, supported by the recovery of the economy [2] - The Ministry of Commerce reported that negotiations on price commitments for electric vehicles between China and Europe are in the final stages, requiring further efforts from both sides to resolve trade differences [3] Group 2 - Several international investment banks, including Deutsche Bank and Morgan Stanley, have raised their economic growth forecasts for China in 2025, predicting a strengthening of the Renminbi due to trade competitiveness [4] - The Ministry of Commerce emphasized that implementing export controls on rare earths is a common international practice, and China is willing to facilitate compliant trade with the EU [5] - Statistics show that from January to April 2025, the value added of small and medium-sized industrial enterprises in China increased by 8.2% year-on-year, with significant growth in equipment and raw materials manufacturing [6] Group 3 - Academician Ding Han from the Chinese Academy of Sciences highlighted that humanoid robots represent a key growth area in the robotics industry, with breakthroughs in dexterous hand technology being crucial for unlocking their potential [7][8] - The successful development of the world's first compact P-band high-power metamaterial rapid-tuning tube marks a significant technological breakthrough for China's neutron source, showcasing the country's capabilities in high-end RF device research [9] - The establishment of the Yangtze River Delta Advanced Manufacturing Cluster Alliance aims to create globally influential industrial landmarks and promote high-quality development in advanced manufacturing [10] Group 4 - Dongfeng Liuzhou Automobile Co., Ltd. and Zhifang Technology Co., Ltd. signed a strategic cooperation agreement to explore the application of embodied large models in automotive manufacturing, marking a significant milestone in the industry [11]
国产具身大模型首次获得汽车制造全场景验证;英国拟斥资860亿英镑助力多领域研发丨智能制造日报
创业邦· 2025-06-08 23:52
Group 1 - The UK government plans to invest £86 billion (approximately 834.2 billion RMB) in various fields of research and development to promote employment and economic growth, ensuring the UK's leading position in global scientific research [1] - The investment will cover multiple sectors, including new drugs, batteries, and artificial intelligence [1] Group 2 - The construction of the 110-meter radio telescope in Xinjiang has reached its main structure completion, transitioning to equipment installation and system debugging [2] - This telescope will be the largest and most precise fully movable radio telescope in the world upon completion [2] Group 3 - Altr has officially entered the robotics industry by establishing Beijing Alrite Intelligent Robotics Technology Co., Ltd., in collaboration with Yunshi Technology and Shanghai Yifeng [3] - The new company has initiated the development of various robotic projects, including wheeled robots, underwater robots, drilling robots, and pet bathing robots [3] Group 4 - Dongfeng Liuzhou Automobile Co., Ltd. and Zhifang Technology have signed a strategic cooperation agreement to explore the application of embodied large models in automotive manufacturing [4] - The collaboration will see the deployment of the AlphaBot 2, equipped with the GOVLA large model, in various operational scenarios within the automotive factory [4]