阿里巴巴集团已成立内部机器人团队，正式加入全球科技巨头争相打造AI实体产品的竞赛。 10月8日周三，阿里巴巴通义千问的技术负责人林俊旸周三在社交媒体X上透露，阿里已成立"机器人和 具身AI小组"。这标志着，阿里从AI软件向硬件应用领域的战略延伸。 此举正值全球科技巨头纷纷布局机器人领域之际。同在周三，日本软银集团宣布收购ABB的工业机器 人业务，进一步强化其在"物理AI"领域的布局。 阿里云最近首次布局具身智能，上月领投了中国机器人初创公司自变量机器人（X Square Robot）的1.4 亿美元融资。 两周前的2025云栖大会上，阿里巴巴CEO吴泳铭表示，未来五年全球AI投资总额加速增长到4万亿美 元，阿里必须保持同步。除了2月公布的未来三年为云和AI硬件基础设施投入3800亿元，阿里还计划追 加投入。 多模态基础模型转化为基础智能体 理应迈向现实世界 除了透露设立"机器人和具身AI小组"，林俊旸周三在X平台的帖文还称："多模态基础模型现在正被转 化为基础智能体，它们可以利用工具和记忆通过强化学习执行长时序推理"。他强调，这些应用"理应从 虚拟世界迈向现实世界"。 作为通义千问的技术负责人，林俊旸此前参与 ...

阿里巴巴高管林俊旸称，该公司已成立"机器人和具身AI小组"。林俊旸的帖文显示，该团队隶属于负责 开发旗舰AI基础模型的通义千问。这位高管目前担任通义千问的技术负责人，参与了可处理声音、图 像及文本输入的多模态模型的研发。林俊旸表示，多模态模型正被转化为能够执行长时序推理任务的基 础智能体，这些应用"理应从虚拟世界迈向现实世界！" ...

Core Insights - UBS reports that artificial intelligence (AI) is driving significant advancements in autonomous systems, including humanoid robots, advanced driver-assistance systems (ADAS), and robotaxis, transforming traditional industries such as aerospace, agriculture, smart glasses, and healthcare [1][17] - The emergence of visual-language-action (VLA) models represents a transformative turning point for robots and ADAS, enabling systems to convert sensory inputs and natural language commands directly into actions [1][17] Market Opportunities - UBS estimates that market opportunities driven by embodied AI verticals will reach $402 billion, with the highest growth potential in humanoid robots, ADAS, robotaxis, industrial automation, agricultural technology, smart glasses, robotic surgery, and drones [2][19] - The total addressable market (TAM) for humanoid robots is projected to reach $40 billion by 2035, while the TAM for automation hardware is expected to hit $100 billion, and ADAS (including fully autonomous driving) is forecasted to reach $88 billion [2][6] Growth Projections - The global TAM for robot taxis is estimated at $40 billion, with a compound annual growth rate (CAGR) of 11% over the next decade [2] - The agricultural technology, robotic surgery, electric vertical takeoff and landing (EVTOL), and smart glasses sectors are expected to grow at a CAGR of 23%, reaching a TAM of $134 billion by 2035 [2] Technological Advancements - AI advancements are catalyzing the development of autonomous systems, with significant breakthroughs in processing power and AI capabilities [5] - The integration of electrification is driving the revenue pool for private car ADAS, projected to reach $88 billion by 2035, primarily fueled by China's 50% penetration rate of electric vehicles [6] Humanoid Robots - By 2035, the number of humanoid robots is expected to exceed 2 million units, with a corresponding TAM of $40 billion, and by 2050, this could grow to over 300 million units, with a TAM of $1.4 to $1.7 trillion [7] - Humanoid robots are anticipated to operate independently and will be utilized in various sectors, including manufacturing, logistics, and healthcare [7] Supply Chain Dynamics - The supply chain for autonomous systems is characterized by overlapping hardware and software dependencies, necessitating a regulatory framework to maximize commercialization [5][8] - The demand for high-performance chips, power management chips, motion control chips, and communication ICs is expected to rise due to the application of VLA technology in ADAS and humanoid robots [8][9] Semiconductor Opportunities - The semiconductor industry is poised to benefit significantly from the computational demands of humanoid robots, with each high-end humanoid robot requiring approximately $1,400 worth of semiconductors [9] Smart Glasses Market - The smart glasses market is expected to enter a new phase by 2025, with an estimated market size of $1 billion, projected to grow to $60 billion by 2035, driven by technological maturity and increased consumer interest [12] Agricultural Innovations - AI and autonomous machinery are essential for increasing agricultural productivity, with the need to boost food production by 60% by 2050 to meet global demand [13] Robotic Surgery Advancements - The use of robotic surgery is expanding across various medical fields, with a projected shipment of 6,200 new medical robots in 2024, reflecting a 36% year-on-year growth [14]

布鲁克斯表示，当前处于开发进程的人形机器人的另一个重大问题是行走。他认为现有人形机器人多靠 高增益控制、持续"往系统里灌能量"维持直立，耗能高、失稳就会重摔，难以在真实、拥挤的环境里安 全落地。 "当前的人形机器人走路完全不像人类。人类是富有弹性的弹簧系统，几乎无需太多神经控制就能行 走。"事实上，你可以看到纯机械的双足行走模型在缓坡上行走，没有任何电源，只依赖机械式的被动 动力学，并从下坡行走的动作中'窃取'势能来为机器人提供动力(纯机械地)。"布鲁克斯在文中写道。 智通财经APP获悉，致力于开发消费级机器人的公司iRobot(IRBT.US)联合创始人罗德尼·布鲁克斯 (Rodney Brooks)，已经成为怀疑类人形机器人能否兑现整个行业所有变革式创新承诺的人之一。布鲁克 斯同时也是Rethink Robotics("Baxter"机器人的制造商)的联合创始人、麻省理工学院(MIT)Panasonic名誉 教授，以及MIT计算机科学与人工智能实验室前主任。 整体而言，布鲁克斯认为所谓的"人形机器人"在数年内即可像人类那样高效率干活是纯粹幻想"，并断 言"大量的投资资金将消失，今天这些人形机器人会被市场快 ...

致力于开发消费级机器人的公司iRobot(IRBT.US)联合创始人罗德尼·布鲁克斯(Rodney Brooks)，已经成 为怀疑类人形机器人能否兑现整个行业所有变革式创新承诺的人之一。布鲁克斯同时也是Rethink Robotics("Baxter"机器人的制造商)的联合创始人、麻省理工学院(MIT)Panasonic名誉教授，以及MIT计 算机科学与人工智能实验室前主任。 整体而言，布鲁克斯认为所谓的"人形机器人"在数年内即可像人类那样高效率干活是纯粹幻想"，并断 言"大量的投资资金将消失，今天这些人形机器人会被市场快速地遗忘"，同时预测真正成功的"类人 形"的机器人将改用轮子/多臂/特种传感装备、外形不再像特斯拉CEO马斯所坚信的那样酷似人类。 现有全尺寸人形为保持直立，要持续向系统"灌能量"(如依赖 ZMP 等控制)，一旦失稳跌倒，对近身工 作场景的安全认证就是硬约束;而人类步行则大量利用腱/肌的弹性与被动动力学回收能量——布鲁克斯 认为，这是"像人"的非线性优势，但是现阶段机器人难以复制人类的步行节奏。 布鲁克斯还判断15年后能规模落地的机器人大概率有轮子、可能多臂、使用非人类频段/主动光的传 感， ...

Group 1 - The core issue of embodied AI is the sim-to-real dilemma, where high fidelity in simulation conflicts with cost, leading to challenges in transferring successful strategies from simulation to real-world applications [2] - The potential of 3D Gaussian Splatting (GS) technology has been underexplored, with recent advancements enabling high-fidelity 3D representations from standard devices, addressing the gap between low-cost real scene reconstruction and embodied navigation [3][4] - The proposed method, EmbodiedSplat, consists of a four-stage pipeline that captures real scenes using low-cost mobile devices and reconstructs them in high fidelity for effective training and deployment [4][6] Group 2 - The first stage involves capturing RGB-D data using an iPhone 13 Pro Max and the Polycam app, which simplifies the process and reduces operational barriers [11] - The second stage focuses on mesh reconstruction, utilizing DN-Splatter for 3D GS training, ensuring geometric consistency and minimizing reconstruction errors [11][12] - The third stage includes simulation training with a composite reward function to balance success, path efficiency, and collision avoidance, employing a two-layer LSTM for decision-making [10][13] Group 3 - The fourth stage is real-world deployment, where the Stretch robot connects to a remote server for strategy inference, allowing real-time navigation based on observed images [14][17] - Experiments validate the zero-shot performance of pre-trained strategies in new environments, revealing that scene scale significantly impacts performance [20][22] - Fine-tuning pre-trained strategies leads to substantial performance improvements across various environments, demonstrating the effectiveness of personalized adjustments [25][28] Group 4 - The study highlights the limited success of zero-shot transfer from simulation to real-world scenarios, with significant performance gaps observed [32] - Fine-tuning enhances the transferability of strategies, with success rates increasing significantly after adjustments [32][35] - The necessity of large-scale pre-training is emphasized, as it provides foundational knowledge that aids in adapting to new environments and overcoming real-world challenges [35][44]

Group 1 - The core point of the news is that Luxshare Technology has entered the embodied robotics sector by signing a strategic cooperation agreement with Shanghai Kepler Robotics and a leading domestic cross-border e-commerce company, aiming to sell no less than 1 million units in the US and European markets over the next three years [1][2] Group 2 - The strategic cooperation will focus on the supply chain of household embodied AI service robots, AI embodied model algorithms, and market expansion in the US and Europe [2] - Ningbo Junwu plans to procure Kepler's embodied AI models and hardware modules to enable robots to have VLA autonomous movement and Agent visual language interaction capabilities, facilitating natural communication and command execution in home scenarios [2] Group 3 - For the first half of 2025, Luxshare Technology reported a revenue of 1.752 billion yuan, a decrease of 7.73% year-on-year, and a net profit attributable to shareholders of 150 million yuan, down 16.68% year-on-year [3] - The net profit after deducting non-recurring gains and losses was 140 million yuan, reflecting a decrease of 10.10% compared to the previous year [3] - The company's foray into the household embodied AI service robot sector raises questions about its potential to develop new growth avenues [3]

Group 1 - Northern Huachuang announced that the National Integrated Circuit Fund's shareholding ratio has decreased to below 5% after reducing 2.5919 million shares, accounting for 0.357947% of the total share capital [1] - Brother Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42% due to rising prices of certain vitamin products and improved capacity utilization [1] Group 2 - Haon Automotive received a fixed-point letter for ADAS camera perception systems and AK2 radar systems from a global automotive brand, with an estimated total revenue of approximately 2.477 billion yuan over the product lifecycle, expected to start mass production in April 2026 [2] - Luxshare Technology's subsidiary plans to launch a household embodied AI service robot, aiming to sell at least 1 million units in the US and European markets from 2026 to 2028 [2] Group 3 - Hengwei Technology is planning to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd., with its stock suspended from trading [3] - Hangke Technology's inquiry transfer price is set at 28.61 yuan per share, which is a 20% discount compared to the closing price of 35.66 yuan [4] Group 4 - A major shareholder of Huaihai Biological received an administrative penalty notice from the China Securities Regulatory Commission for insider trading, which does not affect the company's daily operations [5][6] - Fuchuang Precision announced that its shareholder plans to reduce its stake by no more than 3% of the company's total shares [7] Group 5 - Luxshare Precision's vice chairman completed a share buyback plan, acquiring 441.45 million yuan worth of shares, increasing his shareholding from 37.78% to 37.81% [8] - Digital Vision plans to sell up to 5% of its shares in Bohui Technology to improve asset operation efficiency [9]

Group 1: Suspension - Hengwei Technology plans to acquire 75% of Shanghai Shuhang Information Technology, leading to a stock suspension. The target company is a prominent provider of enterprise-level scenario-based AI solutions [1] Group 2: Private Placement - Defu Technology intends to raise no more than 1.93 billion yuan for the acquisition of 100% equity in Luxembourg Copper Foil and for electronic chemical projects related to copper foil additives [2] Group 3: Shareholding Increase - Luxshare Precision's actual controller and vice chairman Wang Laisheng has completed an increase in shareholding, with a total investment of 200 million yuan [3] Group 4: External Investment and Daily Operations - Luxiao Technology's subsidiary plans to launch a home-based AI service robot, aiming to sell no less than 1 million units of various products in the US and European markets by 2026-2028 [4] - Haon Automotive received approximately 2.477 billion yuan in designated contracts for global automotive brand ADAS perception systems and AK2 radar systems [5] - China Shipbuilding Technology signed a green methanol sales contract worth about 40 million USD per year, expected to commence supply after the company's wind power methanol project is operational [6] - Fuyuan Pharmaceutical's Pioglitazone Metformin tablets (15mg/850mg) have obtained a drug registration certificate [7] - Hendi Pharmaceutical received approval notification for the listing application of Methoxychloropramine hydrochloride chemical raw materials [8] - Vanke A received a loan of no more than 2.064 billion yuan from Shenzhen Metro Group [9] - An彩高科 plans to acquire 100% equity of Henan High Purity Minerals for 120,000 yuan [10] - Huajin Technology has submitted an application for the issuance and listing of overseas listed shares (H shares) to the Hong Kong Stock Exchange [11] - Digital Vision plans to sell no more than 5% of its shares in Bohui Technology [12] Group 5: Performance Changes - Brothers Technology expects a net profit of 100 million to 115 million yuan for the first three quarters, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and increased capacity utilization and sales of the phenol project [13]

Core Viewpoint - Lou Xiao Technology announced a strategic cooperation agreement between its subsidiary Ningbo Junwu and a leading domestic cross-border e-commerce company to launch a household embodied AI service robot [2] Group 1: Strategic Cooperation - Ningbo Junwu plans to procure embodied AI models and hardware modules from Shanghai Kepler Robotics Co., Ltd. to enable the robot to have VLA autonomous movement and Agent visual language interaction capabilities [2] - The collaboration aims to facilitate natural communication and command execution in household scenarios through the embodied hardware modules [2] Group 2: Market Potential - The domestic cross-border e-commerce partner has extensive experience in cleaning appliances and small home appliances, operating on platforms like Amazon, Walmart, eBay, Shopify, and independent sites [2] - Both parties are confident in achieving cumulative sales of no less than 1 million units in the U.S. and European markets by 2026-2028 [2] Group 3: Future Development - There are plans for joint research and development of upgraded versions of the household embodied AI service robot based on project progress [2] - Consideration will be given to establishing an independent brand through a joint venture model controlled by Ningbo Junwu [2] Group 4: Company Background - Ningbo Junwu was established in January 2023, with a registered capital of 4.3098 million yuan, and Lou Xiao Technology holds a 42.44% stake in the company [2]