截至收盘，国证机器人产业指数下跌2.1%，中证智能电动汽车指数下跌1.5%，中证消费电子主题指数下跌1.4%，中证物联网主题指数下跌0.8%，资金逆势 加码，机器人ETF易方达（159530）全天净申购达6300万份。Wind数据显示，该ETF此前已连续3个交易日获资金净流入，合计约2.5亿元。 中信建投证券指出，展望2026年，全球流动性宽松格局进一步深化，国内金融市场政策红利持续增厚，个人投资者入市的动力正在增强，A股市场增量资金 有望覆盖更大基础。整体来看，支持牛市的核心逻辑预计仍将延续甚至强化。综合商业化场景分析，预计具身智能远期市场规模超过万亿，人形机器人板块 关注核心从主题投资到量产预期。 �H 该指数涨跌 -1.4% 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 �日 的代表性方向之一,覆盖 该指数涨跌 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 -1.5% 消费电子ETF易方达 惯 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整 ...

3、美团：拟7.17亿美元收购叮咚 美团2月5日公告，公司拟以7.17亿美元收购中国大陆领先的生鲜电商企业叮咚的全部已发行股份。根据 协议，转让方可从目标集团提取不超过2.8亿美元的资金，但需确保目标集团净现金不低于1.5亿美元。 此次收购将使目标公司成为美团的间接全资附属公司，其财务业绩将并入美团的财务报表。 4、天汽模：筹划购买东实股份股权 股票停牌 天汽模2月5日公告，公司正在筹划通过发行股份及支付现金的方式购买东实汽车科技集团股份有限公司 股权并募集配套资金，预计构成重大资产重组。公司股票自2026年2月6日起停牌，预计在不超过10个交 易日内披露交易方案。若公司未能在上述期限内召开董事会审议并披露交易方案，公司股票将于2026年 3月2日开市起复牌并终止筹划相关事项。 5、两连板协鑫集成：公司暂未获得"太空光伏"领域的相关订单 今日聚焦 1、百度集团：董事会已批准一项新的50亿美元股份回购计划 百度集团2月5日公告，董事会已批准一项新的50亿美元股份回购计划及一项股息政策，旨在进一步提升 股东回报。 2、太极实业：子公司十一科技预中标华虹FAB9B项目投标报价37.78亿元 太极实业2月5日公告，子 ...

贾跃亭拉斯维加斯发布人形机器人：34990美元起，首获1211台预定，直言"盼还债回国"。 截至发布会结束，这批定价2499美元至34990美元的产品已收到1211台付费预定，贾跃亭同时表态，将通过机器人与汽 车"双轨战略"推动FF盈利，早日还债回国。 一、三款EAI机器人齐发：职业型、运动型、陪伴型全覆盖 此次FF发布的 EAI机器人家族，涵盖从高端人形到消费级四足的全品类布局，每款产品都瞄准明确场景需求，技术参数直击行业痛 点。 定位"职业专家"的Futurist系列，是全尺寸职业型具身智能人形机器人，起售价34990美元（约合人民币25万元）。 据红星新闻报道，该机器人基于NVIDIA Orin平台打造，算力高达200 TOPS，支持持续升级与扩展，可适配工业质检、 医疗辅助、高端服务等专业场景。发布会视频显示，Futurist能精准完成零件抓取、设备调试等精细动作，FF称其"可成 为360行的专业助手"。 主打"动作大师"的Master系列，是运动型具身智能人形机器人，起售价19990美元（约合人民币14 万元），全身（不含手）拥有30个自由度，动作定位精度可达5毫米——这意味着它能流畅完成舞蹈、健身 ...

一觉醒来，又有机器人加入到春节这波「混战」了。 这并不意外，毕竟大厂、车企都在跨界造机器人。但让人没想到的是，昨天还在为造车焦头烂额的贾跃 亭，今天一口气发了三款机器人。 今天上午，在美国汽车经销商协会的 NADA Show 的展会上，贾跃亭发布了 FF 三款 EAI（Embodied AI）具身智能机器人，全尺寸人形机器人 FF Futurist、运动型人形机器人 FF Master、以及四足机器人 FX Aegis。 结合在今年年初 CES 上，贾跃亭带着他的 MPV 新车 FX Super one，这款在亮相之际，就被爆料说抄袭 长城魏牌高山。网友们对他发布的机器人，不用拿着放大镜看，都闻到了熟悉的味道，直接神吐槽「车 我们都知道，这机器人是从哪家进的货啊？」 ▲贾跃亭在今年 CES 上展示的新车｜图片来自互联网 我们也随便丢张图问个 AI，豆包都说这是稚晖君的智元机器人。你别说，还真的有点像，尤其是这两 个眼睛，还有身体关节，就像是直接复制过来。 ▲右边为智元机器人，左边是贾跃亭发布的机器人 FF Master 系列 具体看看，这款机器人是其中的 Master 系列，跟他的 Title 一样，运动型人 ...

Core Viewpoint - The company has achieved a high level of localization in its components, particularly in core devices, which are primarily sourced domestically [2] Group 1 - The company has realized localization for most of its components, focusing on key parts and technologies within the industry [2] - The company is addressing core pain points in the commercialization of robotics by strategically developing critical components [2] - Through independent research and innovation, the company is gradually building a competitive moat [2]

Core Viewpoint - The company, Yijiahe, is focusing on expanding its overseas business primarily through commercial cleaning robot products, utilizing a distributor model to reach end customers in international markets [2] Group 1: Business Model - The overseas sales strategy involves collaboration with third-party distributors to sell products to end customers [2] - The company adapts its distribution structure based on various factors such as trade policies, market competition, and service radius [2] Group 2: Support and Training - Yijiahe empowers local partners by providing product training, technical support, and market collaboration [2] - The company plans to continuously monitor regional market dynamics to optimize its channel structure [2] Group 3: Future Outlook - There is an emphasis on enhancing the sustainability of overseas business operations [2]

Core Viewpoint - The company emphasizes technological innovation as its core strategy, focusing on the application and breakthroughs of cutting-edge technologies in the robotics field [2] R&D Investment - The company is committed to high levels of R&D investment, concentrating on intelligent perception, motion control, system integration, and scenario adaptation to enhance product performance and user experience [2] - The company has maintained a high level of R&D investment in recent years, but acknowledges the long cycles, high costs, and uncertainties associated with technological research and development [2] Talent Development - The company places significant importance on building a technical talent system by attracting experienced R&D professionals and optimizing team structure to enhance technical capabilities [2] - As of June 30, 2025, over 77% of the company's employees hold a bachelor's degree or higher, with the R&D team covering key fields such as computer science, artificial intelligence, robotics technology, electronic information, and precision manufacturing [2] Employee Incentives - The company has established a competitive compensation system and career development pathways, along with measures like employee stock ownership plans, long-term assessment incentives, and systematic training mechanisms to stimulate innovation and team cohesion [2] Strategic Focus - The company aims to balance technological advancement with R&D efficiency and operational quality, ensuring competitiveness in technology iteration and product innovation [2]

Core Insights - The government work report indicates that Guangxi's foreign trade imports and exports grew by 8.4% last year, and the establishment of the China-ASEAN Artificial Intelligence Application Cooperation Center has been approved [1] Group 1: Economic Development and Trade - Guangxi is focusing on deepening cooperation with ASEAN countries and constructing a new pattern of cross-regional collaborative development, emphasizing key areas such as industrial docking, transportation logistics, and empowering the private economy [1] - The proposal includes enhancing logistics efficiency for exports to ASEAN through an integrated foreign trade maritime supervision model [4] Group 2: High-end Equipment Manufacturing - The high-end equipment manufacturing industry in Guangxi is transitioning towards mid-to-high-end production, with rapid developments in robotics, low-altitude economy, and commercial aerospace [1] - There is a suggestion to develop marine engineering equipment and attract high-end ship manufacturing and design enterprises to establish a manufacturing center for new materials and new energy vessels aimed at ASEAN [1] Group 3: Commercial Aerospace - The proposal to accelerate the layout of the commercial aerospace industry includes integrating the Beibu Gulf maritime launch site into the national commercial aerospace launch site planning [3] - The aim is to create a "Southern Gateway" for small satellite launch services targeting Southeast Asia [3] Group 4: Transportation and Logistics - The establishment of a comprehensive transportation network connecting Guangxi with the Guangdong-Hong Kong-Macao Greater Bay Area and ASEAN is emphasized, optimizing port routes and enhancing multi-modal transport integration [3] - Recommendations include promoting customs clearance facilitation reforms through models like "single window" and "one-time declaration, one-time inspection, one-time release" [3] Group 5: Cultural Cooperation - There is a focus on developing a new highland for micro-short film industry cooperation between China and ASEAN, leveraging Guangxi's geographical and cultural advantages [5] - Initiatives include building a micro-short film base and promoting international-themed micro-short film creation and collaboration [5]

上海卓益得机器人有限公司（DroidUp）是一家专注于通用人形机器人研发、生产及销售的创新型企业。公司拥有国际领先的多模态人工智能肢 体仿生技术，用高效的人形机器人，为科教、工业、服务、康养等场景的应用提供世界级领先的具身智能解决方案。公司研发团队在双足运动控 制和跨模态任务学习方面拥有超过20年的技术积累和人才储备，主要产品有通用人形机器人平台、高仿真表情机器 人、通用人形机器人技能研发 与教学平台等。 | 公布日 | 投资方 | 交易全额 | 融资轮次 | | --- | --- | --- | --- | | 2026-02-03 | 浦东资本 张江科投 | 近亿人民币 | Pre-A+轮 | | | 河南投资集团 | | | | | 征和工业 | | | | | 松景科技 | | | | 2025-04-22 | 航空港科创集团 | 未披露 | Pre-A轮 | | 2024-10-13 | 未披露 | 1亿人民币 | 天使+ | | 2023-11-29 | 点亮伯恩资本 | 1000万人民币 | 天使轮 | 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备3101 ...

贾跃亭发布人形机器人 北京时间2月5日早上7:30，FF在拉斯维加斯举办美国国家汽车经销商大会活动上，举行FF首批具身智能（Embodied AI）机器人产品发布会。此 前，FF从上市到几近破产，去年4月，贾跃亭重新出任FF的Co-CEO，试图重塑FF。身背巨额债务的贾跃亭，自2017年7月赴美创业，已八年未回 国。 黄仁勋驳斥AI引发的软件股抛售潮为"世界上最不合逻辑的事情" 英伟达首席执行官黄仁勋表示，本周市场因担心人工智能带来的颠覆性影响而抛售软件股，这毫无道理。英伟达的设备位于全球人工智能数据 中心建设的核心。黄仁勋在思科周二晚些时候的一场活动中表示，软件产品是工具，人工智能会使用这些工具，而不是重新发明它们。 中国最大国产AI算力池上线 贾跃亭称，FF发布三大系列EAI机器人：Futurist系列是全尺寸职业型具身智能人形机器人；Master系列是运动型具身智能人型机器人；Aegis系 列是安防和陪伴型专业四足具身智能机器人。发文配图显示，Futurist系列机器人定价34990美元起，Master系列机器人定价19990美元起，Aegis 系列机器人定价2499美元起。 马云现身阿里总部千问春节项 ...