科学家与厨师合作，打造出一款可被全部食用的机器人婚礼蛋糕。图片来源：EPFL 想象一下这样的未来图景：水上机器人化为锦鲤群游时争相啄食的饵料、机器人跳完舞再变身美味的蛋糕……这 些弥漫创意和烟火气的科技构想，如今正在走进现实。 瑞士洛桑联邦理工学院（EPFL）科研团队以鱼饲料为原料，打造出一款水上机器人，在完成使命后，便会化作鱼 群的美餐自然降解。 此前，该校科学家还与意大利科学家携手，推出一款可完全食用的机器人婚礼蛋糕 RoboCake。 可食用机器人不仅有助巧妙化解传统电子设备污染难题，还正在开启多重领域的创新之门，有望在医疗保健、环 境管理等方面大显身手。 既是工具 又是食物 在EPFL智能系统实验室内，达里奥·弗洛雷亚诺教授团队打造出的水上机器人形似微型摩托艇，长约5厘米，平均 重1.43克，在水中最快每秒可移动3倍身长。 这款机器人的奥秘在于其独特的构造。主体结构由冻干鱼饲料构成，动力源自水触发的化学反应：柠檬酸与碳酸 氢钠发生反应产生二氧化碳，气体压力迫使丙二醇喷出，导致局部水面张力骤降形成推力，可推动机器人持续运 动数分钟。 而且机器人所有组件均可生物降解。研究人员表示，当机器人完成任务后，它会 ...

Core Insights - The article discusses a new design framework for robotic hands called "Open Parametric Hand" (OPH), which allows for customizable hand shapes based on task requirements rather than attempting to replicate human hands [1][3][20] Group 1: Design and Manufacturing - OPH utilizes 56 adjustable parameters to create various hand shapes, from human-like to entirely novel designs, such as a double-thumbed hand [1][3] - The manufacturing process is simplified, allowing the entire hand structure to be 3D printed in a single piece using common polypropylene material, taking only 6-9 hours from design to completion [4][5] - The control system is also simplified, requiring only 1-2 degrees of freedom, enabling diverse actions through collaborative control and elastic actuators [9][11] Group 2: Functionality and Performance - The design allows for a passive stiffness variation of up to 660% by changing tendon configurations, with a further 400% adjustment possible through parameterization [13] - The robotic hand can perform tasks such as lifting weights up to 8 kilograms and writing, showcasing its versatility [17] - Different hand shapes exhibit unique operational advantages: the standard hand for diverse tasks, the double-thumb hand for multi-point gripping, and the slender primate hand for accessing narrow spaces [17][18] Group 3: Future Applications and Research Implications - The framework not only simulates existing hand types but also explores future designs that could enhance human capabilities or serve specific tasks, such as agricultural harvesting or personalized prosthetics [20] - The research aims to understand the intrinsic relationship between hand morphology and operational capabilities, potentially shedding light on human hand evolution [20]

5月16日，A股缩量调整，市场逾3000股飘红，全天成交1.09万亿元，较上一日缩量629亿。截至收盘， 沪指跌0.40%，深证成指跌0.07%，创业板指跌0.19%。 中国银河证券表示，5月中到6月中市场可能呈现震荡上行，但节奏上有所反复的态势。前期市场在政 策"组合拳"呵护下及外部环境改善预期下已经有所上涨。进入5月中旬后，虽然政策会持续发力，但仍 面临一些扰动如资金面波动和外部环境不确定性等因素。所以整体以震荡上行来消化前期涨幅和等待新 的催化因素为主。 盘面上，题材加速轮动，机器人产业链掀涨停潮，中超控股走出10天6板；高位股抱团加剧，中毅达再 度涨停，年内涨幅接近250%，成飞集成走出8连板；汽车产业链集体大涨，豪恩汽电、万安科技等多股 涨停；此外，医药、可控核聚变、飞行汽车、折叠屏、军工等板块盘中均有所表现。下跌方面，银行股 集体调整，近期强势的港口航运、出海概念等方向回调。 展望后市，华泰证券认为，市场短线或有震荡和反复，行情能否进入新的阶段关键还是要看市场的内生 动力。 热门板块 1、机器人产业链爆发 机器人产业链爆发涨停潮，中超控股走出10天6板，豪恩汽电、铭科精技、新坐标等多股涨停。 点评 ...

Core Insights - The hardware maturity of humanoid robots is currently higher than that of software, with software being the key to commercialization [1] - Tesla's Optimus is focusing on algorithm improvements, highlighting the importance of controllers, operational technology, chips, and data collection equipment [1] Algorithms: The Core of Embodied Intelligence - The algorithm framework is divided into two levels: the upper "brain" focuses on task-level planning and decision-making, while the lower "cerebellum" handles real-time motion planning and joint control [2] - The upper control utilizes visual-language-action (VLA) models for semantic understanding and action generation, while the lower control is transitioning from traditional model-based control to modern reinforcement learning (RL) and imitation learning (IL) [2] - Future breakthroughs in algorithms need to address challenges such as multi-modal integration, long-term task planning, and Sim-to-Real transfer [2] Data: The Foundation of Algorithm Learning - The quality and diversity of data directly impact algorithm performance, with three main sources: real data (highest precision but lowest volume), synthetic data (cost-effective but domain gap issues), and web data (large scale but requires cleaning) [3] - Real data is primarily collected through teleoperation and motion capture technologies, while synthetic data is generated via simulation platforms like NVIDIA Omniverse [3] Control Systems: The Foundation of Embodied Intelligence - There is no consensus in the industry regarding the division of humanoid robots into "brain" and "cerebellum," with the brain handling complex algorithms and data processing, and the cerebellum managing motion control [4] - The hardware consists of SoC chips, including CPU, GPU, and NPU, along with processors, storage units, communication interfaces, and I/O interfaces [4] - The software includes the operating system, middleware, and upper-layer software, with chips being the core of the controller, often utilizing NVIDIA solutions [4] Investment Opportunities in the Industry - Software is the focus for the next phase of commercialization in robotics, with Tesla's Optimus showing marginal changes primarily in algorithms [5] - Key investment targets include: - Controllers: Tianzhun Technology (embodied intelligence controllers), Zhiwei Intelligent (humanoid robot-specific controllers), Desay SV (leading vehicle domain controller) [5] - Operational technology: Huichuan Technology (PLC and drivers), Xinjie Electric (PLC), Leisai Intelligent (PC-based controllers and boards), Gokong Technology (PC-based controllers and boards), Tuosida (industrial controllers) [5] - Chips: Rockchip (SoC chips), Horizon Robotics (robotics layout) [5] - Data collection equipment: Lingyun Optical (optical motion capture equipment), Aofei Entertainment (stake in Noyton, optical-inertial integrated motion capture solutions) [5]

Group 1: A-Share Market Overview - The A-share market experienced overall low-level fluctuations in the morning, with the automotive industry chain sector leading the gains, becoming one of the important highlights of the market [1][4] - The Shanghai Composite Index fell by 0.52%, while the Shenzhen Component Index slightly increased by 0.08%, and the ChiNext Index rose by 0.16% [4] - A significant number of stocks in the automotive industry chain hit the daily limit, including companies like Haoen Electric and Tianqimo [4][5] Group 2: Automotive Industry Standards - A new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) has been drafted and is now in the public consultation phase, set to replace the current standard GB/T 39901-2021 [5][6] - This new standard expands the scope to include N1 class light commercial vehicles, requiring all passenger cars (M1 class) and light commercial vehicles (N1 class) to be equipped with AEBS [6][8] - The implementation of this mandatory standard indicates a countdown for large-scale pre-installation of AEBS in the Chinese automotive market [8] Group 3: Robotics Sector - The robotics concept saw a rise, with stocks like Greebo and Haoen Electric hitting the daily limit, and several others increasing by over 10% [12] - China Unicom announced the launch of a home robot product in collaboration with Huawei, indicating a growing interest in the robotics sector [13] - The domestic robotics industry is expected to enter a mass production phase by 2025, driven by data accumulation and hardware cost reductions [13] Group 4: New Stock Listings - Two new stocks were listed in the A-share market, both experiencing significant price increases, with Hanbang Technology rising over 140% [18] - Hanbang Technology focuses on chromatography technology and provides solutions for the pharmaceutical and life sciences sectors [18][19] - Another new stock, Zerun New Energy, saw a price increase of over 120%, specializing in photovoltaic component junction box solutions [20] Group 5: Hong Kong Market Overview - The Hong Kong market also experienced low-level fluctuations, with NetEase-S seeing a significant increase, reaching a peak of over 16% [21][23] - NetEase reported a net income of RMB 28.8 billion for Q1 2025, a year-on-year increase of 7.4%, with its gaming and related services net income rising by 12.1% [25][26]

Group 1 - The robotics sector experienced a significant rise, with the China Robotics Index increasing by over 1% as of May 16, 2023, and related ETFs also showing strong performance [1] - The China Robotics Index ETF (159526) closely tracks the China Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and related sectors [1] - The 2025 World Robotics Conference is scheduled to take place from August 8 to 12, 2025, in Beijing, featuring various events including forums and exhibitions [1] Group 2 - The humanoid robot industry is transitioning from the technology validation phase to mass production, with algorithm models being identified as the core component of the supply chain [2] - Major manufacturing and technology companies are accelerating their investments in the humanoid robot sector, with a focus on high certainty and incremental technology [2] - Companies are advised to closely monitor the production progress of Tesla's Optimus and developments from domestic players like Huawei and Yushuchain to capitalize on the expected growth in 2025 [2]

Group 1 - The core viewpoint emphasizes the acceleration of the embodied intelligence industry in Henan Province, focusing on innovation, research, and application in key sectors such as education, healthcare, and agriculture [1] - The meeting highlighted the need for a complete industrial chain layout and increased financial policy support to create a favorable industrial ecosystem [1] - The "Artificial Intelligence +" initiative aims to develop demonstration application scenarios to achieve a comprehensive leap in the embodied intelligence industry [1] Group 2 - CITIC Securities predicts that 2025 will mark the year of mass production for embodied intelligent robots, indicating a significant integration of AI with the physical world [2] - The report notes a competitive landscape with global governments, tech giants, and research institutions focusing on the embodied intelligence sector, showcasing a diverse industrial ecosystem [2] - Chinese companies are well-positioned across various segments of the industry chain, contributing to cost reduction in global robot hardware and demonstrating a comparative advantage [2] Group 3 - Guotai Junan Securities points out that China's large unified market provides multiple advantages for the development of artificial intelligence [3] - The emergence of various AI application products reflects the transition from "Made in China" to "Intelligent Manufacturing in China," showcasing innovation and quality [3] - The report emphasizes the importance of safety and reliability as foundational standards for the long-term development of the AI industry, with expectations for improved regulatory frameworks [3]

Group 1 - The humanoid robot industry chain has become a popular area for institutional research since the second quarter, with 52 companies being investigated by over 100 institutions each [1] - Among the companies, Zhongkong Technology has attracted significant attention, with 390 institutions conducting research on it since the second quarter [3] - Zhongkong Technology has launched its first self-developed humanoid robots, "Navigator 1" and "Navigator 2 NAVIAI," and plans to integrate its third-generation humanoid robot with DeepSeek's multimodal model Janus Pro for enhanced environmental perception and human-robot interaction [3] Group 2 - Lens Technology is actively expanding into new fields such as humanoid robots, AI glasses, and XR headsets, with 208 institutions conducting research on it since the second quarter [4] - Lens Technology has been involved in the smart robot sector since 2016, developing industrial robots like six-axis robots and AOI visual inspection robots, and is now focusing on core components for humanoid robots [4] - Fulin Precision has also garnered attention from 160 institutions, focusing on opportunities in the smart robot sector and key components like precision mechanical parts and robotic electric joints [4] - Fulin Precision has made advancements in the research and development of intelligent electric joint modules and has begun small-scale production of related products [4]

Core Viewpoint - The company, 港仔机器人, is actively expanding its humanoid robot business in Hong Kong, showcasing its AI humanoid robots and securing significant partnerships to tap into the local market demand [1][2][3]. Group 1: Business Developments - 港仔机器人 recently showcased its humanoid robot products at the Hong Kong Convention and Exhibition Centre, attracting interest from industry stakeholders and consumers [1]. - The company has formed a strategic partnership with 大成环境科技, which will serve as a core customer for its humanoid robots, leveraging its extensive service offerings in property management and facilities management [2]. - The company has completed the establishment of its humanoid robot ecosystem, both domestically and internationally, within a short period, indicating strong operational capabilities [2]. Group 2: Market Positioning - 港仔机器人的 target markets for humanoid robots include property services, elderly care, health inspection, smart education, and commercial marketing, all of which have existing application scenarios [3]. - The company is well-positioned in the education sector, collaborating with 中科编易 to develop advanced AI educational humanoid robots, benefiting from top-tier research capabilities [3]. - The management's efficient execution and strong confidence in the humanoid robot industry are expected to enhance the company's fundamentals and growth prospects, leading to increased market valuation [3].

Market Review - The AI and robotics sector continued to decline on May 15, with the Huaxia AI ETF (589010) dropping by 1.34%. Among its holdings, Tianhuai Technology fell by 5.51%, leading the decline, while other stocks like CloudWalk Technology and Yuntian Lifeng also experienced significant drops. The net inflow of funds for the day was 2.06 million, marking two consecutive days of inflows [1] - The Robotics ETF (562500) decreased by 2.03%, with Tianhuai Technology again leading the decline at 5.51%. The trading volume reached 799 million, making it the most active ETF in its category [1] Key News - Elon Musk predicts that the number of humanoid robots will eventually reach hundreds of billions, suggesting that everyone will want their own robot, akin to having a personal C-3PO or R2-D2 from the Star Wars series [1] - TikTok launched its first AI-driven creative feature called "TikTok AI Alive," which allows users to transform static photos into dynamic videos directly within TikTok Stories. This feature enhances static images with dynamic effects, environmental effects, and creative elements [1] Company Insights - During Alibaba's earnings call on May 15, CEO Wu Yongming highlighted two major trends in the AI sector: the penetration of AI applications from internal systems to user-side scenarios in medium and large enterprises, and the expansion of AI product usage from large enterprises to a significant number of small and medium-sized enterprises. Alibaba aims to focus on e-commerce and AI + cloud business growth, shaping a technology-driven second growth curve by fiscal year 2026 [2] - Industrial insights from Industrial Securities emphasize that the ongoing US-China tech rivalry will keep self-sufficiency as a dominant theme in the industry. In the medium to long term, the AI wave will require substantial investment and time for domestic alternatives in computing power and high-performance storage to catch up with advanced domestic processes [2] Popular ETFs - The Robotics ETF (562500) is the largest robotics-themed ETF in the market, enabling investors to easily invest in China's robotics industry [2] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small to mid-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [2]