截至2026年1月14日午间收盘，机器人ETF南方(159258)上涨2.82%，换手2.47%，成交4712.27万元。跟 踪的中证机器人指数(H30590)强势上涨2.59%，成分股中控技术上涨11.13%，天智航上涨8.53%，科远 智慧上涨7.71%，瑞松科技，科瑞技术等个股跟涨。 截至1月13日，机器人ETF南方(159258)近7天获得连续资金净流入。 消息面上，日前，江苏省政府发布关于印发江苏省"人工智能＋"行动方案的通知。方案指出，推动具身 智能机器人产业发展。研发具身智能操作系统和具身智能应用框架，提升环境感知、语言交互、推理决 策和高度泛化能力。建立全场景具身智能数据采集体系，探索构建世界模型仿真平台，科学布局具身智 能机器人数据采集训练中心。面向制造业等工业场景、特种环境和个性化场景，开发具身智能机器人整 机。 近日，我国首台能在海底地层空间进行立体钻探和监测的机器人，在南海顺利完成了试验作业，这也标 志着我国深海勘探与地层原位监测技术取得重要突破。 国元证券认为，2025年是人形机器人批量应用的元年，2026年将逐步扩大应用场景及更加深度参与不同 行业任务，保持对供需两端的看好，建议关 ...

Group 1 - A delegation of 23 entrepreneurs and former politicians from nearly ten countries visited Nanshan to explore its industrial dynamics and service ecosystem [1] - The Global Service Center has become a significant "showcase" and "service interface" for international guests, highlighting Shenzhen's innovative spirit and service support [3][6] - The center has hosted over 30 international delegations since its inception, serving as a primary point for foreign visitors to experience Shenzhen's offerings [6] Group 2 - The visit included a demonstration of advanced robotics at Shenzhen Zhijie Power Technology Co., showcasing Nanshan's strength in the robotics industry [7][11] - The integration of traditional culture with modern technology was evident at the Oriental Treasure Art Museum, providing insights into China's cultural heritage [11] - The event aimed to transition from policy advocacy to ecological experience, enhancing international understanding of Nanshan's services and industries [12] Group 3 - By 2025, Nanshan is projected to establish 5,856 new foreign-funded enterprises with a registered capital exceeding 27 billion, indicating strong foreign investment growth [12] - Currently, Nanshan hosts 27,800 foreign enterprises, with nearly 40% of the world's top 500 companies located in the area [12] - The Global Service Center plays a crucial role in facilitating international cooperation, transforming the process of foreign enterprises entering and growing in the market [13][15]

Core Viewpoint - The article discusses the emergence of "Ai Qiao," the world's first emotional interaction humanoid robot, which aims to serve as an emotional companion rather than a labor replacement, highlighting a shift in focus within the humanoid robotics industry [1][4][20]. Group 1: Industry Context - The humanoid robotics industry is at a crossroads, with many companies focusing on labor replacement and industrial applications, while "Ai Qiao" chooses to address emotional needs [5][26]. - The industry is experiencing a technical "involution," where companies compete on physical capabilities rather than addressing real human needs, leading to a disconnect between technology and everyday life [6][12]. - The global AI companionship market is projected to grow significantly, from $30 million currently to between $70 billion and $150 billion by 2030, indicating a strong demand for emotional support solutions [12]. Group 2: Ai Qiao's Unique Approach - "Ai Qiao" is designed to recognize at least 14 human emotions with an accuracy of over 85%, utilizing a unique ELA model that focuses on emotional interaction rather than physical task execution [9][17]. - The robot features advanced hardware with 59 degrees of freedom in facial expressions and 32 degrees in its body, allowing for nuanced emotional responses and interactions [11][19]. - The design philosophy emphasizes emotional resonance over mere functionality, aiming to create a robot that can genuinely respond to human emotions and needs [20][26]. Group 3: Application Scenarios - "Ai Qiao" targets several high-emotional-value sectors, including cultural tourism, elder care, service environments, and family settings, positioning itself as a companion rather than a tool [20][23]. - In cultural tourism, it serves as an interactive storyteller, enhancing visitor experiences by providing local insights in a relatable manner [20]. - In elder care, it addresses the shortage of caregivers by offering continuous emotional support without requiring users to wear devices, thus preserving their privacy [23]. Group 4: Future Outlook - The development of "Ai Qiao" represents a long-term commitment to refining emotional interaction capabilities through continuous testing and feedback in real-world applications [33]. - The company aims to build trust with users by demonstrating the robot's effectiveness in complex environments, thereby validating its emotional interaction approach [24][25]. - The ultimate goal is to create a robot that enhances human life by providing companionship and emotional support, rather than merely replacing human labor [30][34].

Group 1 - Weifang Municipal Capital Holding Group has successfully attracted the intelligent warehouse project of Wuxi Kuaicang Intelligent Technology Co., Ltd. through fund investments in specialized and innovative enterprises [2] - The group has expanded its investment vision from local to national, exemplified by its continuous investment in Moer Thread since 2021, increasing the company's valuation from 3.7 billion to 29.8 billion yuan [3] - The Weifang Municipal Innovation and Entrepreneurship Capital Investment Fund has allocated nearly 500 million yuan, supporting four companies to go public and achieving a return of approximately 360 million yuan [4] Group 2 - The group has participated in 41 industrial funds with a total scale of 88.3 billion yuan, with total assets nearing 60 billion yuan, showcasing a significant growth in asset scale [4] - The strategy of combining government-guided funds with market-oriented funds allows the group to balance short-term benefits with long-term returns, while also considering social benefits and corporate development [4][5] - Four biotechnology companies, including Yaojie Ankang and Xuanzhu Biotechnology, are highlighted as typical cases where the group invested early, with returns of 2 to 4 times on the first day of their listings [5]

Core Insights - The robotics sector is experiencing significant growth, with the China Securities Robotics Index (H30590) rising by 2.37% as of January 14, 2026, driven by strong performances from key stocks such as Zhongkong Technology (+11.87%) and Tianzhihang (+6.22%) [1] - Xiaopeng Motors has announced that its humanoid robot IRON has completed its first offline debugging and is set to begin mass production in 2026, featuring 82 degrees of freedom and powered by three Turing AI chips with an effective computing power of 2250 TOPS [1] - The domestic humanoid robot industry is expected to benefit from increasing production certainty among local manufacturers, while the overseas market is still in the early stages of small-scale production [1] Industry Overview - The top ten weighted stocks in the China Securities Robotics Index (H30590) as of December 31, 2025, include Keda Xunfei, Huichuan Technology, and Top Group, collectively accounting for 52.83% of the index [2] - The robotics industry ETF (560630) closely tracks the China Securities Robotics Index, selecting companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors to facilitate investor access to core humanoid robot stocks [2]

Core Viewpoint - The introduction of Boston Dynamics' Atlas humanoid robot by Hyundai at CES 2026 is generating excitement among investors, with potential implications for the automotive industry and factory productivity [2][3][5]. Group 1: Product Announcement and Capabilities - Boston Dynamics unveiled the Atlas humanoid robot, which is fully electric and set to begin production immediately, with plans to deploy it across Hyundai's global network starting in 2028 [2][6]. - Hyundai aims to produce 30,000 Atlas robots annually at a U.S. factory, anticipating that humanoids will become the largest segment of the Physical AI market [6]. - The Atlas robot features human-scale hands with tactile sensing, advanced rotational joints, the ability to lift up to 110 pounds, and can learn tasks in under a day [6]. Group 2: Market Potential and Strategic Partnerships - Hyundai plans to introduce Atlas in processes with proven safety and quality benefits, expanding its applications to component assembly and complex operations over time [7]. - Successful deployment of humanoid robots could benefit not only Hyundai but also partners like Toyota, as well as companies like Nvidia and Google DeepMind involved in robotics research [7]. Group 3: Investor Sentiment and Caution - Investor enthusiasm is high regarding the potential for humanoid robots to enhance factory productivity, but historical failures in the humanoid robot market warrant caution [3][8]. - Previous attempts to introduce humanoid robots, such as SoftBank's Pepper and 1X's NEO, faced significant challenges and ultimately did not succeed in the market [9][10]. - Research from Morgan Stanley suggests that while the humanoid robot market could reach $5 trillion by 2050, adoption may be slow until the mid-2030s, indicating that investors should be patient [13].

Group 1 - The core concept of the article revolves around the introduction of 1X's new "brain," the 1X World Model, which enables the NEO robot to learn and understand the physical world through video observation, allowing it to perform tasks more autonomously [2][6][9] - The NEO robot now utilizes a video pre-training approach that allows it to generate a mental video of task completion before executing physical actions, marking a significant advancement in robotic intelligence [2][9][12] - The 1X World Model (1XWM) integrates a two-stage alignment process to convert video knowledge into actionable control strategies, enhancing the robot's ability to generalize across new tasks and environments without extensive pre-training data [10][12][24] Group 2 - The training process for 1XWM involves a 140 billion parameter generative video model, which is fine-tuned using human first-person perspective data and specific robot data to ensure compatibility with NEO's physical characteristics [12][15] - The model has demonstrated strong performance in task generalization, successfully executing tasks it has never encountered before, such as grasping unfamiliar objects and performing new action patterns [16][17] - The research highlights the importance of high-quality first-person data and detailed subtitles in improving video generation quality, which correlates with task success rates [21][24]

硬氪获悉，近日，全球首个生成式通用具身大脑公司——上海眸深智能科技有限公司（下称"眸深智能"）完成超千万人民币天使轮追加投资，投资方为徐 汇资本。 本轮融资资金主要用于算力采购、工程化团队扩建及机器人实验平台搭建。同时，公司正式入驻徐汇区人工智能产业核心载体"模速空间"。 眸深智能成立于2025年，专注于生成式跨本体通用具身大脑研发，致力于为人形机器人及多形态物理智能体提供可泛化、可落地的"大脑级"能力。 硬氪了解到，眸深智能团队融合了学术机构的研究能力与全球科技企业的产业化经验，由复旦大学未来信息创新学院教授、深度学习实验室主任陈涛与原 英特尔中国首席科学家张益民以及连续创业者共同创办。其中，陈涛曾在新加坡华为海思从事大模型压缩与芯片适配工作。 眸深智能创始人兼首席科学家陈涛表示，眸深智能的技术路线始于2021年，早于行业内相关概念的普及。其第一代模型已实现对空间动作的生成能力。 作者丨欧雪 编辑丨袁斯来 在数据使用与训练效率上，团队采用了独特的三段式训练架构：使用约90%的互联网开源人体运动视频进行预训练，让模型理解通用运动规律；再通过约 10%的仿真器数据进行微调适配；最后仅需约5%的真机数据进行强化学 ...

Core Viewpoint - The market has experienced a healthy adjustment after a 17-day rally, with high-level sectors like commercial aerospace, communication, computer, and electronics undergoing corrections. This adjustment is seen as beneficial for the continuation of the spring market trend, with active trading volumes remaining above 3.6 trillion yuan [1]. Group 1: Market Outlook - The spring market is expected to continue its development in January, driven by the growth narrative in technology and rising raw material prices, with AI industry investment being a key driver [1]. - The factors limiting further upward movement in A-shares are anticipated to gradually dissipate, allowing for a more favorable market environment [1]. Group 2: Hot Sectors - In January, the technology and raw material price increase sectors are expected to dominate, with a focus on future industries such as commercial aerospace, brain-computer interfaces, low-altitude economy, and semiconductors [2]. - The trend of AI hardware remains strong, with a significant increase in token usage for major AI models, indicating a peak in AI applications by 2026 [2]. - The domestic production of robots and their integration into daily life is a confirmed trend for 2026, with opportunities arising in sensors, controllers, and dexterous hands [2]. - The semiconductor industry is moving towards domestic production, with attention on semiconductor equipment, wafer manufacturing, materials, and IC design [2]. - The demand for new energy materials is rapidly increasing due to domestic and overseas energy storage needs, leading to supply shortages and price increases, a trend expected to continue until 2026 [2]. - The innovative drug sector is entering a recovery phase after four years of adjustment, with positive net profit growth for four consecutive quarters since Q3 2024, and a fundamental turning point expected in 2025 [2].

Core Insights - The article discusses the "Bright Plan 2026," an initiative by X-Square Robot aimed at transforming the concept of practical embodied intelligent robots into reality through a global hackathon for developers [4][6]. Group 1: Event Overview - The "Bright Plan 2026" consists of two phases: an online preliminary round from January 14 to March 16, where participants develop projects remotely, and an offline hackathon in Shenzhen from March 27 to 30, where participants will use provided equipment for model training and task execution [4][6]. - Participants will utilize the self-developed open-source model WALL-OSS to create reproducible and verifiable projects, aiming to bridge the gap between experimental and practical applications of embodied intelligence [4][6]. Group 2: Support and Benefits - Developers will gain hands-on experience through the entire process from data collection to task deployment, supported by official tutorials and technical guidance [6]. - Outstanding participants may be included in the WALL-OSS official example library, gaining industry recognition and contributing to the open-source ecosystem [6]. - Exceptional student participants will receive direct access to interviews for internships or job opportunities at X-Square Robot [6]. Group 3: Participation Details - Registration is open until March 9, with project submissions required to be based on the WALL-OSS model, allowing flexibility in hardware adaptation [9]. - Teams can consist of up to two members, and all submissions must include a video posted to the Hugging Face developer repository and tagged appropriately on social media for additional visibility [10].