Group 1 - The core index of the robot industry, the National Certificate Robot Industry Index, rose by 0.9%, with notable increases in stocks such as Hanwei Technology up over 15% and Tianzhihang-U up over 9% [1] - The robot ETF E Fund (159530) saw a trading volume exceeding 1 billion yuan, with net subscriptions surpassing 130 million shares, marking a new high of 15.2 billion yuan since its inception [1] - The humanoid robot industry has made significant progress over the past year, transitioning from product development to initial commercialization, with projections indicating that 14,000 humanoid robots could be shipped in China by 2026, doubling annually and potentially reaching over 1 million units by 2034 [1] Group 2 - The National Certificate Robot Industry Index focuses on humanoid robots and core components, covering companies like Sanhua Intelligent Control and Lingyi Technology, which together account for approximately 80% of the index, leading other similar indices [2] - Investors can leverage products like the robot ETF E Fund (159530) to gain exposure to opportunities within the humanoid robot industry chain [2]

Core Insights - Aptiv PLC is showcasing its intelligent edge solutions at CES 2026, which enable devices to sense, think, and act in real time, optimizing performance throughout their lifecycle [1][2][16] - The company emphasizes the importance of local data processing at the edge, which enhances response times and system-level optimization [2][16] Automotive Innovations - Aptiv is presenting its next-generation end-to-end (E2E) AI-powered Advanced Driver Assistance Systems (ADAS) platform, aimed at delivering safer and more human-like driving experiences [4][18] - The platform features Gen 8 radars that provide industry-leading range, resolution, and object detection, combined with advanced machine learning algorithms for robust driving solutions [5][18] Digital Cockpit Technologies - The latest Digital Cockpit innovations are designed to enhance safety and in-cabin experiences for both passenger and commercial vehicles, facilitating collaboration between drivers and vehicles during hands-free driving [6][18] - Aptiv's Driver Monitoring System (DMS) and Cabin Monitoring System (CMS) utilize advanced vision and radar sensing to improve safety and reduce complexity in occupant detection [7][18] Connectivity and Collaboration - Aptiv is collaborating with Verizon to explore Cellular Vehicle-to-Everything (C-V2X) technology, integrating 5G connectivity and edge computing to enhance road safety [9][10] - The Aptiv LINC™ Software Platform is designed for real-time embedded features, enabling software-defined vehicles and facilitating advanced functionalities like C-V2X [11][18] Multi-Industry Applications - The CES 2026 pavilion will showcase Aptiv's solutions for robotics and aerospace applications, including AI-powered collaborative robots and next-generation Autonomous Mobile Robots [12][18] - The company is committed to enabling mission-critical applications across various end markets, highlighting its versatility and technological advancements [12][18] Speaking Engagements - Aptiv will host two key discussions at CES 2026, focusing on the impact of edge computing and 5G on the future of mobility and intelligent systems [13][18]

Core Viewpoint - The FUTR Corporation has entered a strategic partnership with Realbotix Corp to integrate its AI Agent platform with Realbotix's robotics technology, aiming to create a human-like interface for users to interact with their personal AI Agents in a physical environment [1][2]. Group 1: Partnership Details - The pilot partnership will enable users to interact with FUTR's AI Agents through a physical interface provided by Realbotix, enhancing user experience with voice, expression, and movement [2]. - The initial robotic AI Agent pilot is expected to commence in the first half of 2026, with plans to evaluate results and explore broader commercial opportunities thereafter [3]. Group 2: Company Overview - FUTR Corporation specializes in high-fidelity AI systems and next-generation payment infrastructure, focusing on unlocking consumer financial potential across various industries [4]. - The company emphasizes a privacy-first, token-enabled platform that allows consumers to manage personal data and automate financial tasks securely [2][4]. Group 3: Realbotix Overview - Realbotix designs and manufactures AI-powered humanoid robots for applications in entertainment, customer service, and companionship, positioning itself as a leader in human-centric robotics [5][6]. - The company's patented technologies enable lifelike expressions and social engagement, enhancing the interaction experience with AI [6].

Core Viewpoint - The company, Orbbec (688322.SH), will showcase multiple 3D vision products and its robotic manufacturing capabilities at CES 2026, emphasizing its role as a leader in the robotics and AI vision sectors, focusing on the development of "edge AI eyes" to support embodied intelligence and various AI edge devices [1][6]. Product Matrix and Full Chain Layout - Orbbec will launch several new 3D cameras aimed at humanoid robots and outdoor autonomous mobile robots (AMR) during the exhibition, addressing key needs for precise operation perception, complex environment adaptation, and system collaboration [1][3]. - The company will highlight its collaboration with NVIDIA's Jetson Thor platform, which enhances system integration efficiency for robot manufacturers, facilitating faster product deployment from R&D to market [2][7]. - Orbbec's manufacturing capabilities include providing OEM services for various intelligent hardware, significantly reducing product launch cycles and production costs for clients [2][7]. Industry Positioning and Market Opportunities - The company is strategically positioned in the booming sector of embodied intelligence, with humanoid robots and outdoor AMRs gaining traction in various industries, including ports and mining [3][8]. - The global market for 3D vision devices in humanoid robots is projected to reach 160 billion yuan by 2030, driven by the increasing adoption of 3D sensors among leading manufacturers [3][8]. - Orbbec holds approximately 70% market share in China's 3D vision sensor market and 72% in South Korea's commercial and industrial mobile robot market, demonstrating its strong market penetration and commercial viability [4][9]. Historical Development and Achievements - Since its debut at CES in 2014, Orbbec has evolved from showcasing 3D camera products to developing comprehensive solutions, establishing a robust capability matrix that includes core technology, standard products, scene solutions, and manufacturing services [5][10]. - The company has filed nearly 2,000 patents in the 3D perception field, maintaining a leading position in intellectual property reserves globally [10]. - In the first three quarters of 2025, Orbbec reported revenues of 714 million yuan, a year-on-year increase of 103.5%, and a net profit of 108 million yuan, marking a significant turnaround towards high-quality development [6][10].

Core Viewpoint - Ludens AI showcased two companion robots, Cocomo and Inu, at CES 2026, emphasizing their interactive and affectionate designs aimed at building relationships with users [1] Group 1: Cocomo - Cocomo is a robotic pet designed to follow its owner around the house and respond to voice and touch [1] - The robot features a fluffy egg-shaped body and moves on a wheeled base, with its outer shell temperature close to human body temperature [1] - Cocomo's temperature increases during high-contact interactions, such as hugging, and it communicates through buzzing sounds and other noises [1] - The design intent of Cocomo is to establish a close relationship with its owner over time, learning what makes them laugh, feel comforted, and when to surprise them [1] Group 2: Inu - Inu is a smaller, cute robot described as a "desktop alien toy," intended to remain on the user's desk rather than move between rooms [1] - It interacts with users through audio and motion, with its small tail responding to sound and touch, and its single eye capable of "blinking" [1]

Group 1 - The SW auto parts index increased by 2.91% this week, ranking first in the SW automotive sector, with a year-to-date increase of 42.58% since the beginning of 2025 [2][3] - The latest trading day PE (TTM) for the SW auto parts index is at the 79.44% historical percentile, while the PB (LF) is at the 75.50% historical percentile [3] - The robot index rose by 3.73% this week, with a year-to-date increase of 62.08% since the beginning of 2025, outperforming the SW auto parts index by 0.83% [2][3] Group 2 - Key companies' weekly changes include Silver Wheel Co., which invested 380 million yuan in Sichuan Silver Wheel for capacity construction of water-cooled plates and front-end modules, expected to reach production capacity by 2029 [3] - Huada Technology announced a mid-term dividend plan for 2025, proposing a cash dividend of 0.15 yuan per share (tax included), totaling 70.46 million yuan [3] - Fuda Co. completed the transfer of 25% equity in Guilin Fuda Alfin for 48 million yuan [3] Group 3 - The top five companies by weekly increase are Xinquan Co. (+14.05%), Beite Technology (+11.64%), Top Group (+8.26%), Daimai Co. (+8.01%), and New Coordinates (+7.97%) [4] - Investment recommendations for auto parts focus on product-oriented companies and those entering high-value sectors, prioritizing potential leaders with production capacity in Europe, North America, and Southeast Asia [4] - For the robotics sector, the focus is on certainty opportunities, with the Optimus V3 expected to launch in Q1 2026, and attention on domestic applications from companies like Xiaopeng, Yushu, and Zhiyuan [4]

Core Viewpoint - Yushu Technology has responded to rumors regarding the suspension of its "green channel" for A-share listing, clarifying that it fully meets listing qualifications and will proceed through the standard process without the expedited review [2][3]. Group 1: Company Overview - Yushu Technology, founded on August 26, 2016, specializes in the research, production, and sales of quadruped robots and dexterous robotic arms, headquartered in Hangzhou, Zhejiang Province [3]. - The company has become a leader in the global quadruped robot market, holding nearly 70% market share and operating in over 50% of countries and regions worldwide [3]. Group 2: Financial Performance - In 2024, Yushu Technology's revenue composition is projected to be 65% from quadruped robots, 30% from humanoid robots, and 5% from related components and parts sales [4]. - Approximately 80% of quadruped robots are utilized in research, education, and consumer sectors, while the remaining 20% are used in industrial applications such as inspection and firefighting [4]. Group 3: Shareholding Structure and Financing - The founder, Wang Xingxing, directly holds 23.82% of the shares and indirectly controls an additional 10.94%, totaling 34.76% ownership [5]. - Yushu Technology has completed multiple financing rounds, with the latest C+ round in June raising nearly 700 million yuan, led by major investors including China Mobile's fund, Tencent, and Alibaba, achieving a pre-investment valuation exceeding 10 billion yuan [5].

消息面上，大摩预期，今年中国人形机器人可出货1.4万台，未来数年将逐年翻倍增长，2034年突破百 万台。 另据每经报道，当地时间2025年12月31日，埃隆.马斯克在社交媒体上表示，其脑机接口公司Neuralink 将于2026年开始对脑机接口设备进行"大规模生产"，还将在脑机植入方式上实现创新。 1月5日电，机器人概念反复活跃，倍益康、翔宇医疗、伟思医疗、熵基科技等涨20%，五洲新春走出4 连板，斯菱智驱涨超15%，双双续创历史新高，汉威科技、蓝思科技、雷迪克、博杰股份等冲高。 | 序号 | 代码 | 名称 | 0 | 最新 | 涨幅% J | | --- | --- | --- | --- | --- | --- | | 1 | 920199 | 倍益康 | 事 | 44.96 | 29.98 | | 2 | 688626 | 翔宇医疗 | 1 | 72.60 | 20.00 | | 3 | 688580 | 伟思医疗 | | 58.08 | 20.00 | | 4 | 301330 | 嫡基科技 | 1 | 39.66 | 20.00 | | 5 | 300753 | 爱朋医疗 | 1 | 33.30 ...

Core Insights - The article discusses the evolution and significance of underwater robots, highlighting their roles in ocean exploration, resource investigation, engineering inspection, and national defense [1][2][3]. Group 1: Types of Underwater Robots - The family of underwater robots includes Autonomous Underwater Vehicles (AUVs), Remotely Operated Vehicles (ROVs), Unmanned Surface Vehicles (USVs), and underwater gliders (UG), each designed for specific tasks [2][3]. - Bionic underwater robots (BUR) mimic fish movements, while air-water cross-domain robots (AUR) can seamlessly switch between air and underwater operations [3]. Group 2: Control Systems and Challenges - Control systems are crucial for underwater robots, ensuring basic movement and supporting complex autonomous decisions [3]. - Traditional control methods face limitations in complex marine environments due to non-linear dynamics, model uncertainties, and unpredictable disturbances [4][5]. Group 3: Data-Driven Control Approaches - The rise of machine learning has introduced data-driven control methods, which allow robots to learn from data rather than relying solely on precise mathematical models [7]. - Data-driven methods are categorized into model-based, model-free, and hybrid approaches, enhancing adaptability and robustness in control [7][8][9]. Group 4: Multi-Robot Collaboration - Multi-robot systems enhance operational efficiency and coverage, enabling complex tasks like large-scale flow field mapping and underwater collaborative operations [12][14]. - Collaborative control strategies include coordinated formations, game-theoretic competition, and cross-domain cooperation, leveraging the strengths of multiple robots [12][14]. Group 5: Open Source Technology - The emergence of open-source platforms is democratizing ocean robot research, providing low-cost testing environments and hardware options for researchers [15][16]. - Open-source software frameworks like ROS facilitate seamless integration between simulation and real-world applications, promoting algorithm sharing and innovation [16]. Group 6: Future Directions - Future developments in underwater robotics will focus on enhancing intelligence, autonomy, and safety, addressing challenges such as data efficiency and communication constraints [17]. - The integration of physical information learning and offline reinforcement learning will enable rapid learning with minimal data, while advancements in cross-domain collaboration will create a comprehensive exploration network [17].

Core Insights - Ascentiz, a robotics startup, has launched its market-ready modular exoskeleton system, Ascentiz-H and Ascentiz-K, at CES 2026 following a record-breaking Kickstarter campaign [2][3] Group 1: Product Overview - The Ascentiz system features a modular design that allows users to customize support for various activities, enhancing mobility for daily tasks, outdoor adventures, and occupational endurance [3] - The Ascentiz-H module utilizes a high-torque quasi-direct-drive system for hip support, while the Ascentiz-K employs an advanced cable-drive mechanism for knee support [3] Group 2: Technology and Features - The system is powered by an AI motion engine that can recognize over 7 activity scenarios with 99.5% accuracy, enabling support mode changes in under 200 milliseconds [4] - Users can select from three modes: EASE, ACC, and TRAIN, which help reduce metabolic cost, increase speed, or provide resistance training [4] Group 3: Market Validation - The Kickstarter campaign in November 2025 made Ascentiz the 1 Most Funded exoskeleton project and ranked 8th in Kickstarter's Wearable Technology category, indicating strong market demand for user-centric augmentation technology [2] Group 4: Pricing and Availability - The retail price for the Ascentiz system ranges from $1,499 to $3,399, making it accessible to a broader audience [4]