南方财经记者郑玮 广州报道 "我们需要专门的技术员帮助机器人调试，教它们'看世界'，确保机器人'学得会、用得好'。在优必选， 这类技能人才就是我们的'智造密码'。"6月6日，在广东省第四届职业技能大赛闭幕式现场，深圳市优 必选科技股份有限公司执行董事、人力资源副总裁刘明表示。 亿航智能设备（广州）有限公司人力资源部门工作人员也来到闭幕式现场与大赛选手进行互动。该公司 副总裁贺天星表示，广东是低空经济探索前沿，无人驾驶飞行器的发展带来了新机遇，亿航智能也希望 能够通过此次大赛挖掘出更多优秀人才，补充企业人才库。 大赛是透视人才供需变化的一扇窗口。近年来，面对人形机器人、无人驾驶飞行器等新兴产业快速发展 带来的新人才需求，广东技能人才供给体系正持续发生调整。 记者了解到，目前广东技工院校开设专业已覆盖15大门类，而在近年来陆续新增芯片设计与制造、车联 网技术应用与服务、智能机器人应用与维护等新专业的基础上，今年下半年秋季开学，广东多所技工院 校还将持续"上新"专业。 其中，广州市公用事业技师学院将新增开设工业过程自动化技术应用、低空飞行运营与管理等4大专 业，广州市技师学院也计划新增开设人工智能技术应用等5个紧贴 ...

Core Viewpoint - The article highlights the increasing investment in AI and robotics industries in Guangdong, with the establishment of two major funds totaling 200 billion RMB, reflecting the urgency and strategic approach of the region in fostering these sectors [4][5]. Fund Establishments - Guangdong has launched its first AIC Artificial Intelligence Industry Fund in March, with a scale of 10 billion RMB, focusing on AI and robotics investments [4]. - A new Guangdong Intelligent Industry Fund has been initiated, also with a scale of 10 billion RMB, targeting AI, robotics, and semiconductor sectors [5]. - The Hubei Province has established a humanoid robot industry investment fund with a total investment of 5 billion RMB, aiming to enhance its capabilities in the humanoid robot sector [11]. - The Hangzhou West Lake Future Venture Capital has been set up with a capital of 2 billion RMB, focusing on early-stage investments [12]. - The Jiangsu Province has seen the establishment of a 3 billion RMB angel fund focusing on biopharmaceuticals, supported by local government and industry investors [14][15]. Investment Dynamics - Chaoxi Capital has successfully closed its second RMB fund with a first close of 700 million RMB, indicating strong support from industrial LPs [7]. - The Shenzhen AI Terminal Industry Private Equity Fund has been established with a capital of 1.44 billion RMB, aligning with Honor's strategic shift towards AI ecosystem development [17]. - The establishment of the Qihang He Wu Entrepreneurship Investment Partnership in Changzhou, focusing on synthetic biology, highlights the region's commitment to emerging technologies [18]. GP Recruitment - The Suqian New Emerging Industry Mother Fund has been set up with a scale of 2 billion RMB, seeking to recruit GP for strategic investments in various emerging industries [27]. - The Nanjing Pukou District High-Quality Development Mother Fund is also looking for GP, focusing on integrated circuits, new energy, and AI [28][29].

Core Insights - Guangdong Province ranks first in the national artificial intelligence and robotics industry with a score of 92.33, leading in seven core indicators including enterprise development, market potential, and industry application [1][2][3] - The report evaluates the development levels of artificial intelligence and robotics across ten provinces and four economic zones, establishing a four-tier development structure [1][3] Industry Overview - In 2024, the core AI industry in Guangdong is projected to exceed 220 billion, with over 1,500 core AI enterprises, the highest number of "little giant" enterprises in the country [2] - The production of industrial robots in Guangdong is expected to reach 246,800 units in 2024, a 31.2% increase year-on-year, maintaining a 44% share of the national market [4] Policy and Strategic Development - Guangdong has implemented a series of policies to support AI and robotics, including the "Guangdong New Generation Artificial Intelligence Innovation Development Action Plan (2022-2025)" and other initiatives aimed at accelerating AI applications across various sectors [3][5] - The province's comprehensive strength in AI and robotics is reflected in its top rankings in research capability, enterprise development, market potential, infrastructure, industry application, and social participation [3] Regional Competitiveness - The report highlights a competitive landscape where Guangdong leads, followed by Beijing, Zhejiang, Jiangsu, and Shanghai, each with unique strengths in governance, infrastructure, and industry applications [6][7] - The Yangtze River Delta region exhibits significant collaborative advantages, while the Pearl River Delta showcases comprehensive industry chain competitiveness [7]

Core Insights - Tesla's vice president of Optimus robotics, Milan Kovac, has announced his departure from the company after an eight-year tenure, expressing gratitude towards CEO Elon Musk and optimism for Tesla's future [1][2]. Company Developments - Tesla is developing the Optimus robot with plans to begin builds on its Fremont pilot production line in 2025, aiming for broader deployment of robots in factory settings [3]. - During the 2024 annual shareholder meeting, Musk projected that humanoid robots could significantly increase Tesla's market capitalization to $25 trillion at an unspecified future date [3]. Technological Advancements - Currently, Tesla is training its Optimus systems to perform basic tasks such as picking up objects, opening doors, and throwing balls, indicating progress in the development of the robot [4]. - Competitors in the robotics space include Boston Dynamics, Agility Robotics, Apptronik, 1X, and Figure, highlighting a competitive landscape for Tesla's Optimus initiative [4].

Core Insights - Tesla's humanoid robot Optimus is considered pivotal to the company's future by CEO Elon Musk [1][2] - The expected cost of the Optimus robot is projected to be less than that of a car [1] - The departure of a key artificial intelligence executive, Milan Kovac, represents a setback for the Optimus project [1][2] Company Developments - Milan Kovac, who was a vice president of engineering, played a significant role in the development of the Optimus robot [2] - The Optimus project aligns with Musk's vision of evolving Tesla from an electric vehicle manufacturer to a robotics and artificial intelligence company [2]

Group 1 - The Guangdong Artificial Intelligence and Robotics Industry Alliance held its first member conference in Guangzhou, showcasing various robots and their capabilities, attracting significant attention from attendees [1] - Shenzhen Zhongqing Robot Technology Co., Ltd. presented the PM01 robot, which features human-like walking and multi-dimensional intelligent interaction, emphasizing energy efficiency and social integration during its development [1] - Xiaoma Zhixing introduced the seventh-generation Robotaxi, which has accumulated over 45 million kilometers of real-world driving experience, utilizing a unique world model for enhanced simulation and understanding of complex driving scenarios [1] Group 2 - Guangzhou Shiyuan Electronic Technology Co., Ltd. introduced the MAXHUB Lingxiao Smart Model, which improves the accuracy of meeting minutes and transcription by comparing audio with presentation materials to reduce errors in similar-sounding words [2] - The system integrates multiple large models, including DeepSeek and Doubao, to generate comprehensive and high-quality meeting reports [2]

Core Insights - The Guangdong Province is establishing itself as a leading hub for the artificial intelligence and robotics industry in China, with a focus on innovation and collaboration among local companies [1][15] - The newly formed Guangdong Artificial Intelligence and Robotics Industry Alliance aims to enhance resource integration and promote cooperation across the industry [15] Industry Overview - The Guangdong industrial robot production is projected to exceed 240,000 units in 2024, marking a year-on-year growth of 31.2%, maintaining its position as the largest producer in the country with a 44% market share [1][14] - The event showcased various innovative products and technologies from multiple robotics companies, highlighting the rapid advancements in the industry [1][2] Company Innovations - Companies like Zhongqing Robotics are focusing on high-precision sensors and intelligent control algorithms to enhance the capabilities of their robots, such as the PM series, which can perform dynamic movements [2][10] - Leju Robotics has developed the "Kua Fu," the first domestically produced humanoid robot capable of jumping and adapting to various terrains, achieving a 90% localization rate in key technologies [4][10] - Pashini Technology has introduced a 6D Hall array tactile sensor, significantly improving the tactile perception capabilities of robots, which is crucial for fine manipulation tasks [5][7] Market Trends - The demand for humanoid robots is expected to surge, with predictions indicating that by 2025, the global market for humanoid robots could reach 12,400 units, valued at approximately 6.339 billion yuan [10] - Companies are experiencing a surge in orders, with a significant portion coming from educational and research institutions, indicating a growing ecosystem for robotics applications [10][12] Collaborative Ecosystem - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance is seen as a strategic move to foster collaboration among companies, enhancing their competitive edge and facilitating innovation [15] - The synergy between various players in the robotics supply chain is crucial for the industry's growth, as highlighted by industry leaders emphasizing the importance of cooperative innovation [12][14]

在2025年全国机器人竞争潮中，佛山悄然成为不少机器人企业落子布局的热门之选。 今年以来，上海爱餐机器人斥资10亿元在佛山建机器人研究院与智造基地；深圳大族机器人更名广东华 沿机器人，总部"安家"顺德；海创科技大手笔砸出50亿元在佛山投建机器人智造城。 佛山为何能在全国众多机器人城市中脱颖而出？ 当前，智能机器人发展日益成熟，行业已步入量产与产业化的关键阶段，竞争焦点回归产业化逻辑，开 启了对智造实力的深度角逐，涵盖了供应链管理、成本控制、质量保障以及市场拓展等全方位的综合实 力比拼。 也正因如此，像佛山这样的制造大市的产业化优势在本轮竞争中得以凸显，使其成为机器人企业落子布 局的热土。 作为"工业机器人之城"，佛山拥有深厚的制造基础和完善的机器人配套能力，使机器人从设计到生产的 各个环节都能得到保障。完善的产业链配套则保证了机器人生产的高效性和低成本，能为企业在激烈的 市场竞争中提供有力支持。 面对时代红利，佛山也在加紧抢抓机遇，积极引入智能机器人企业设厂，推动产业集群化发展；此外， 精准招商，完善产业链配套，提升本地化生产比例；同时，聚焦机器人智造，强化AI赋能与基础设施 建设，优化产业生态。据悉，目前智 ...

6月6日的2025北京智源大会上，宇树科技CEO王兴兴回应了公司频频进行机器人炫技的考量：在人形机 器人真正去到工厂或家庭干活的终极目标尚未到来前，通过表演和赛事等形式，不仅向外界展示技术发 展现状，也可以产生初步的商业价值。 王兴兴再度回应称，春晚后领域内出现诸多人形机器人赛事，确实为行业提供了面向公众的展示机会。 但并非所有企业都有意愿参与所有赛事，因为每家企业有自身的侧重点。 当日的智源大会上，具身智能机器人是否必须是"人形"的话题再度引发讨论。人形机器人只是具身智能 机器人诸多形态之一，但业内较为普遍的观点认为，大部分物理环境是为人类设计的，人形机器人更能 适应现有的人类环境。 王兴兴提供了另一层视角："人形"之所以在当下具有优势，一方面是因为当前具身智能模型主要采集人 类行为的数据进行训练，保留类似人的上半身结构，便于数据采集和模型训练；另一方面，像跳舞和格 斗这类活动，如果不以"人形"结构呈现，将难以实现。不过，从长远来看，当AGI（通用人工智能）真 正到来后，具身智能机器人的形态或将千奇百怪。 （文章来源：南方都市报） 王兴兴认为，无论是跳舞、搏击，还是端茶倒水、洗衣做饭等家务操作，本质上都属于 ...

Group 1: Hong Kong Stock Market Overview - The Hong Kong stock market has seen a significant increase in activity this year, regaining the top position globally in terms of fundraising scale [1] - As of May 31, 28 new companies have been listed on the Hong Kong Stock Exchange, raising a total of HKD 77.36 billion, representing a year-on-year increase of 33.3% and 707% respectively [1] - There are currently 3 companies scheduled to list next week, with over 150 companies waiting in line for listing in Hong Kong [1] Group 2: A+H Share IPO Trend - The "A+H" share model has become a dominant trend in the Hong Kong IPO market this year [2] - Notable IPOs include CATL, which raised approximately HKD 41 billion, marking one of the largest IPOs in recent years [2] - Following CATL, Hengrui Medicine also listed in Hong Kong, raising nearly HKD 10 billion, with around 50 A-share companies planning to list in Hong Kong [2] Group 3: Company Spotlight - Guanghetong - Guanghetong, a wireless communication module manufacturer, has experienced rapid growth, with revenue increasing from CNY 560 million in 2017 to CNY 8.2 billion in 2024, and net profit rising from CNY 44 million to CNY 668 million [3] - The company is focusing on expanding its AI and robotics business, with plans to use funds raised from its Hong Kong listing to enhance investments in these areas [3] - Guanghetong has established an AI research institute and launched various AI solutions, including a smart robot development platform [3] Group 4: Investment Focus on AI and Robotics - AI and robotics are currently hot investment sectors, with over half of the companies planning to list in Hong Kong involved in these fields [4] - Companies like Huake Chuangzhi are entering the AI and robotics space through new materials, while Dongxin Marketing Technology operates China's largest AI marketing company [6][4] - Dipo Technology, established in 2018, is also focusing on enterprise-level AI applications and has submitted its listing application to the Hong Kong Stock Exchange [6]