新在区域布局优化，比较优势持续释放。发展新质生产力绝非一味"求高求新"，更不是走单一路 径、开展同质化竞争；相反，必须坚持因地制宜，形成各具特色、错位竞争、优势互补的区域生产力布 局。在长三角，来自苏浙皖三地的机器人零部件在上海完成整机集成，"四地合造机器人"证明世界级产 业集群并不依赖某一地的绝对优势，而是在协作中挖掘更大红利。在大西北，戈壁荒滩成为绿色电 源，"西电东送"输电能力达到3.4亿千瓦，"东数西算"八大枢纽节点算力规模约占全国的70%，清洁能源 与数字基建等新质生产力将西北地区的资源禀赋转化为发展优势和动力。 新在产业提质升级，发展动能持续增强。从机械化到电气化，再到信息化、智能化，每次产业革命 都意味着新技术的普及应用，推动主导产业和支柱产业迭代升级。"十四五"时期，我国新能源汽车年产 销量从2020年的均约140万辆跃升至2025年的均超1600万辆，汽车产业实现"换道超车"；冶金、化工、 机械、轻工等传统产业高端化、智能化、绿色化加快推进，"十四五"时期工业机器人新增装机量全球占 比过半。当前，中国传统产业正在持续提质升级，在"十五五"时期预计可以新增10万亿元左右的市场空 间；新兴产业和 ...

据悉，本轮募资金额将用于大晓机器人推进"以人为中心"的ACE具身全栈研发范式的技术迭代，加速环 境式数据采集、开悟世界模型3.0(Kairos3.0)的研发，推动具身超级大脑模组规模化落地，积极拓展能 源、交通、文旅等更多商业场景。 经济观察网2月10日，大晓机器人宣布完成天使轮股权融资，本轮融资由蚂蚁集团领投，启明创投、金 景资本、弘毅投资、联想创投、上海交大母基金菡源资产等机构跟投，老股东商汤国香资本持续增资。 商汤科技联合创始人、执行董事，大晓机器人董事长王晓刚表示，具身智能是一个潜力无限、增长迅猛 的赛道，大晓机器人秉承持续技术创新与对具身智能场景的深度理解，携手产业链伙伴共建开放协同的 产业生态，将具身智能前沿技术转化为推动行业进步的新质生产力，让每个机器人拥有"聪明的大脑"。 依托创新的ACE研发范式与相关技术产品，大晓机器人持续与具身厂商、硬件、芯片、云服务、数据厂 商等多领域伙伴达成战略合作，共同打造全链路自主可控的具身智能生态，为具身智能研发应用提供坚 实的基座。 去年12月，大晓机器人发布"以人为中心"ACE具身研发范式，构建起"环境式数据采集—开悟世界模型 3.0—具身交互"全链路技术体 ...

Core Viewpoint - The Chinese robotics industry is poised for unprecedented growth by 2026, driven by policy incentives, technological innovation, and capital investment, creating a trillion-dollar market opportunity [1]. Group 1: Industry Development and Events - The 2026 Annual Activity Plan of the Lide Robot Platform includes nine major events focusing on humanoid robots, embodied intelligence, medical care, and industrial manufacturing, aiming to create an integrated platform for collaboration among government, industry, academia, and investment [1]. - The 3rd Embodied Intelligence and Humanoid Robot Industry Conference will be held in Beijing in April 2026, featuring three exhibition areas and discussions on technological innovation and ecosystem collaboration [1]. - The 2026 Zhangjiang Embodied Intelligence Developer Conference in May will gather around 5,000 participants to explore topics from foundational technology to scene innovation, featuring multiple thematic forums and exhibition areas [2]. - The 9th China Robot Summit in June will focus on key technological breakthroughs and applications in emerging fields like renewable energy and high-end equipment, leveraging the Yangtze River Delta's manufacturing base [3]. - The Global Medical and Health Robot Industry Conference in July will address surgical, rehabilitation, and elderly care robots, utilizing the Guangdong-Hong Kong-Macao Greater Bay Area's integrated ecosystem [5]. - The 2026 Technology Changemakers Conference in August will connect scientists and entrepreneurs to tackle the challenges of bringing frontier technologies to market [6]. - The 3rd Zhongguancun Embodied Intelligence Robot Application Competition in November will focus on practical applications in various sectors, promoting technology transfer and collaboration [7]. - The 7th China Robot Industry Annual Conference in December will summarize the year's achievements and recognize outstanding contributions to the industry [8]. - The Hubei Humanoid Robot Industry Ecosystem Conference will be held in Wuhan, focusing on regional collaboration among key industry players [9]. - The Southwest Embodied Intelligence Ecosystem Conference will promote regional innovation and collaboration in the Chengdu-Chongqing economic circle [10]. Group 2: Online Engagement and Collaboration - The Lide Robot Platform will enhance online experiences in 2026 with a series of live broadcasts, allowing remote audiences to engage with exhibitions and discussions [16]. - The platform invites global partners from the robotics and AI sectors to collaborate in shaping the future of the industry [18].

Market Overview - The A-share market showed a clear structural differentiation effect before the holiday, with the Shanghai Composite Index down 0.02% to 4122.34 points, the Shenzhen Component Index down 0.02% to 14206.26 points, and the ChiNext Index down 0.14% to 3328.02 points, while the STAR 50 Index rose 0.8% to 1469.82 points [1] - The total trading volume of the Shanghai and Shenzhen markets was 13936.89 billion yuan, a decrease of 986 million yuan from the previous day, with over 2400 stocks rising [1] Sector Performance - The media sector continued to rise, with stocks like Reading Culture, Jiecheng Co., and Shanghai Film hitting the daily limit [1] - The dye sector remained active, with Haixiang Pharmaceutical achieving three consecutive limits and Huatai reaching the daily limit [1] - The PCB concept saw fluctuations, with Nanya New Materials and Honghe Technology both reaching historical highs [1] - The AI application sector continued to be a market highlight, with stocks like Rongxin Culture and Zhangyue Technology achieving two consecutive limits [1][2] AI and Computing Power - The computing power sector performed well, with stocks like Dazhi Technology achieving two consecutive limits and Tefa Information hitting the daily limit [2] - According to Guojin Securities, the underlying logic of global digitalization and intelligent transformation remains solid, with AI's industry penetration still having room for growth [2] Robotics Sector - The robotics sector showed strong performance, with stocks like Evert rising over 10% [3] - The presence of intelligent enterprises at the 2026 CCTV Spring Festival Gala has catalyzed interest in the robotics industry [3] Dye and Other Sectors - The dye sector continued its upward trend, with Jihua Group achieving two consecutive limits, indicating a recovery in some cyclical industries [4] New Listings and Market Sentiment - The photovoltaic and liquor sectors experienced adjustments, with stocks like Zeyun New Energy and Huangtai Liquor dropping over 7% [5] - The newly listed stock, Electric Blue Sky, surged 750% on its first day, with a market value approaching 140 billion yuan, driven by its high-tech attributes [5] Institutional Insights - CITIC Construction believes that the market will likely experience a mild oscillation before the holiday, with a "red envelope market" expected to continue [6] - Guoxin Securities noted that historical spring market trends often show a potential 20% increase, suggesting that the current market has room for growth [6] - Dongwu Securities indicated that the week before the holiday is an optimal window for index positioning, with historical data showing that large-cap stocks typically outperform small-cap stocks before the holiday [6]

当物体在滚动、滑动、被撞飞，机器人还在执行几百毫秒前的动作预测。 对动态世界而言，这种延迟，往往意味着失败。 在过去几年中，Vision-Language-Action（VLA）模型迅速成为机器人领域的焦点：机器人可以 "看懂" 画面、"理解" 语言指令，并直接输出连续动作， 在静态抓取、摆放、桌面操作等任务中取得了显著进展。 但一个长期被忽视的问题是 —— 真实世界几乎从来不是静态的 。当物体开始移动、加速、碰撞、改变轨迹，当前主流 VLA 模型往往会出现反应迟缓、动 作失配、甚至完全失败的情况。 论文链接：https://arxiv.org/abs/2601.22153 项目链接：https://haozhexie.com/project/dynamic-vla/ GitHub 链接：https://github.com/hzxie/DynamicVLA 在静态场景中，VLA 模型通常遵循如下流程： 问题不在于模型不聪明，而在于：它们跟不上时间。 近日，来自 NTU S-Lab 的研究团队提出 DynamicVLA，首次系统性地从模型架构、推理机制和数据体系三个层面，重新审视并解决 动态物体操控 （Dyn ...

值得一提的是，2月5日公司刚披露2025年订单达41.37亿元，同比增长约31.7%，增速显著跑赢行业平均 水平，为后续营收增长打开明确空间。在全球化发展方面，公司在东欧、拉美等新兴市场的大规模订单 持续落地，全球化布局进一步夯实。与此同时，公司已正式纳入港股通，南向资金配置通道正式开启。 极智嘉-W(02590)涨超5%，截至发稿，涨5.09%，报26.44港元，成交额5914.55万港元。 消息面上，极智嘉今早宣布正式发布全球首款面向仓储场景的通用机器人Gino1。据悉，Gino1区别于其 它人形机器人，它专为仓储而生，完全面向仓储场景的通用多任务能力而设计并训练。其具身大脑 Geek+Brain深度融合了极智嘉多年积累的海量仓储数据，并结合大规模仿真强化学习，让Gino1具备类 人的通用操作能力，能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了"一台机器人覆盖仓 内主流人工操作场景"。 ...

人形机器人将再次登上春晚、四足机器人穿梭写字楼送咖啡、养老机器人上门为老人送餐送药…… 具身智能产业加速奔跑，近日，杭州具身智能应用中试基地产业委员会筹备会举行。 作为一家研究机器人双臂操作的本体企业，杭州星海图科技有限公司创始人、CEO高继扬认为，杭 州具身智能应用中试基地为具身智能产业提供了平台支撑。但具身智能产业链条长，且上下游尚不成 熟，基地通过聚集行业资源、促进交流合作，有助于减少重复投入、加速产业链价值整合，从而推动技 术向应用高效转化。目前，公司已参与基地共建，落实场景构建、数据采集等合作。未来，还将持续深 化与基地的合作，共同推动具身智能从开发者市场向现实生产力跨越，助力产业生态成熟。 机器零部件也是具身智能发展不可或缺的硬件基础。"现阶段，灵巧手的产业化仍需突破硬件本体 可靠性、灵巧性与感知能力等瓶颈。"在主攻灵巧手研发、生产的浙江灵巧智能科技有限公司创始人、 董事长许春山看来，公司虽已布局硬件、数据集与模型全栈能力，但仍需通过持续场景应用反馈，推动 技术迭代与成本优化。 杭州具身智能应用中试基地公司董事长田树军表示，基地将统筹发展资源体系，覆盖本体、模型、 数据及软硬件支撑，从方案中试、成 ...

智通财经APP获悉，极智嘉-W(02590)涨超5%，截至发稿，涨5.09%，报26.44港元，成交额5914.55万港 元。 值得一提的是，2月5日公司刚披露2025年订单达 41.37 亿元，同比增长约31.7%，增速显著跑赢行业平 均水平，为后续营收增长打开明确空间。在全球化发展方面，公司在东欧、拉美等新兴市场的大规模订 单持续落地，全球化布局进一步夯实。与此同时，公司已正式纳入港股通，南向资金配置通道正式开 启。 消息面上，极智嘉今早宣布正式发布全球首款面向仓储场景的通用机器人Gino 1。据悉，Gino 1区别于 其它人形机器人，它专为仓储而生，完全面向仓储场景的通用多任务能力而设计并训练。其具身大脑 Geek+ Brain 深度融合了极智嘉多年积累的海量仓储数据，并结合大规模仿真强化学习，让Gino 1具备 类人的通用操作能力，能够从事仓储拣货、搬箱、打包、巡检等多任务，真正实现了"一台机器人覆盖 仓内主流人工操作场景"。 ...

Group 1 - The core event is the launch of the "Doubao New Year" activity on the Doubao App, starting on February 10 [1] - The lottery for cash red envelopes will begin on February 13 at 8 PM, providing users with the chance to win cash prizes [1] - On New Year's Eve, February 16, Doubao will distribute over 100,000 technology gifts and cash red envelopes up to 8,888 yuan during the Spring Festival Gala [1] Group 2 - The technology gifts include 17 popular tech products such as Yushu robots, Songyan power robots, Magic Atom robotic dogs, and Dajiang drones [1] - Other prizes consist of smart consumer products like Xiaomi smartwatches and Supor rice cookers, as well as usage rights for electric vehicles like the Audi E5 Sportback and Mercedes-Benz CLA [1]

Core Viewpoint - Doubao has launched the "Doubao New Year" event, offering over 100,000 technology gifts and cash red envelopes during the 2026 Spring Festival, showcasing its integration of advanced technologies with its large model capabilities [1] Group 1: Event Details - The event includes high-tech prizes such as Yushu robots, Tuo Bamboo 3D printers, and DJI drones, as well as the usage rights for electric vehicles like the SAIC Audi E5 Sportback and Mercedes-Benz CLA [1] - All prizes are supported by the deep integration of Doubao's large model capabilities through Volcano Engine, utilizing voice synthesis models, large language models (LLM), and visual language models (VLM) [1]