Galbot, a Chinese manufacturer of robots with human-like characteristics, is considering an initial public offering in Hong Kong next year, according to people familiar with the matter https://t.co/vvafbQOXk1 ...

格隆汇12月12日丨豪森智能(688529.SH)在投资者互动平台表示，目前人形机器人仍处于示范试点阶 段，尚需产品技术不断完善才能产生规模化收入贡献。 ...

Core Insights - The article highlights two significant events organized by Longevity Investors during the World Economic Forum week in January 2026, aimed at fostering investment in longevity and transformative technologies [2][3][8] Event Summaries Longevity Investors Lunch (LIL) - Scheduled for January 20, 2026, at the Hotel Seehof in Davos, this event serves as a platform for dialogue among investors, scientists, and industry leaders focused on longevity and rejuvenation biotechnology [4][5] - The format includes a five-hour intensive session that combines presentations, discussions, and structured networking opportunities [5][6] - Notable speakers include experts in longevity medicine, AI-enabled biotechnology, and preventive health, with more speakers to be announced [7][10] Future Investments Circle (FIC) - Taking place on January 22, 2026, this inaugural event aims to connect visionary investors with entrepreneurs and technologies that will shape future industries [13][21] - Co-hosted with Global Conversations, FIC will focus on deep tech, space, robotics, AI-powered science, and advanced engineering [14][19] - The program will feature dynamic discussions, including panels on the space economy and robotics, highlighting investment opportunities in these sectors [16][20]

Core Viewpoint - Longsheng Technology (300680.SZ) has indicated that Lansen Robotics is focused on an integrated technology architecture of "core components + complete machines," which is primarily driven by the iterative research and development based on industrial application needs, although it has not yet adapted programs or developed functions for elderly care scenarios, indicating significant potential for scene extension [1] Group 1 - Longsheng Technology emphasizes the integration of core components and complete machines in its robotics technology [1] - The company's research and development efforts are centered around industrial application needs [1] - There is currently no program adaptation or functional development for elderly care scenarios [1] Group 2 - The company recognizes the broad potential for extending its technology into various application scenarios [1]

格隆汇12月12日丨精工科技(002006.SZ)在投资者互动平台表示，公司迭代和优化升级的第二代单关节 外骨骼机器人已具备量产能力，公司全资子公司浙江显力智能科技有限公司作为外骨骼机器人业务的运 营平台，正在开展产业化、商业模式策划等工作。 ...

亨利 发自 凹非寺 量子位 | 公众号 QbitAI 崇"洋"媚外这一块，也是轮到美国网友了！ 最近，一篇"中国机器人在比火场救人，美国机器狗还在给扎克伯格套脸？"的帖子被顶上了Reddit热门。 中国的机器人已经在比赛应急救援了，咱还在给机器狗化妆拍段子。说不落后，那是骗自己。 底下有位网友还来了句神补刀： 不是我们的科学家不干活，而是经费全被这种花里胡哨的玩梗项目吸走了（笑）。 这多多少少让一众美国网友有点破防。 毕竟，这可不是给机器人绑个消防栓，拍段子炒预期，而是已经切切实实地成为一个能上场PK、评分的项目了。 这位发帖的网友表示： 而这一救援项目，就出自最近在上海举办的 GDPS 2025（全球开发者先锋大会暨国际具身智能技能大赛） 。 有意思的是，因为这次GDPS 2025急的、破防的还并不在少数。 如此看来，中国具身好像反倒是外国人更关注，盯得更紧了。 这是怎么一回事？ 中国具身还是外国人盯得紧 有一说一，最近外国网友明显开始关注中国具身智能的发展了，而且比咱自己人都盯得紧。 这次的GDPS 2025就是一个典型。 除了上面的机器人应急救援比赛以外，GDPS 2025比赛的规模也实属给外国网友刺激 ...

Core Viewpoint - The research on nanorobots for cancer treatment is advancing, with significant improvements in their ability to deliver drugs precisely to targeted areas within the body, potentially revolutionizing cancer diagnosis, monitoring, and treatment methods [2][3]. Group 1: Nanorobots Research - The team led by Sylvain Martel at the Montreal Institute of Technology has spent over a decade developing nanorobots that can be controlled using MRI technology to deliver cancer drugs directly to tumors [2][3]. - Recent experiments showed that by adjusting the position of pigs in MRI machines, the number of nanorobots reaching the liver increased by nearly three times compared to previous tests [2]. - The research indicates that the technology is nearing practical application in humans, which could lead to innovative methods for cancer treatment, including targeted drug delivery and tumor monitoring [3]. Group 2: Publication and Future Directions - The findings are published in a recent issue of Nature Focus, which explores the application of nanorobots in cancer treatment and other advanced robotics topics [4]. - Future editions of Nature Focus will cover rapidly developing topics in various fields, including robotics and AI, indicating a growing interest and investment in these technologies [5].

| ： 点击下方图片，查看运营团队最新（12月）原创报告（共260页） | | --- | | 温馨提示 | 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 梅开二度， 智源研究院孵化的具身智能大模型创企[ 星源智机器人 ]又完成新一轮融资！ 12月11日，具身智能大模型（机器人通用大脑）创企[ 北京星源智机器人科技有限公司 ]（以下简称" 星源智机器人 "） 宣布完成 超亿元天使+轮融资， 本轮融资由赛富基金与凯联资本领投，三七互娱、科实资本、乐聚智能等知名财务机构与产业投资方跟投，老股东元生创投、元禾原点持续加注。 本轮融资将用于具身大脑专业版RoboBrain Pro的研发、垂直行业解决方案的拓展以及高端人才的引进等。 值的注意的是，今年9月份，公司刚完成完成 2亿元天使轮融资 ，投资方包括中科创星、高瓴、元禾原点、元生创投、慕华科创、力合资本、 华金资 本 等知名机构和智元机器人、芯联资本、国汽投资、中力实桥、长飞基金、灵初智能等产业投 ...

Core Insights - The article discusses the advancements in robotics, particularly focusing on the Lumo-1 model developed by Stardust Intelligence, which aims to enhance robots' reasoning and action capabilities, allowing them to perform complex tasks without explicit programming [9][11][12]. Group 1: Lumo-1 Model Overview - Lumo-1 is an end-to-end VLA model designed to enable robots to understand and execute tasks through reasoning, rather than just mimicking actions [9]. - The model demonstrates superior operational intelligence and generalization capabilities, outperforming previous models like π0 and π0.5 in multi-step tasks and handling unseen objects and instructions [11][13]. Group 2: Training Phases - The training of Lumo-1 consists of three stages: 1. Embodied VLM pre-training on visual-language data to develop spatial understanding and trajectory inference [17]. 2. Cross-domain joint training to enhance instruction following and spatial reasoning [18]. 3. Real-world reasoning-action training using the Astribot S1 robot to learn executable action patterns [18][20]. Group 3: Technical Innovations - Lumo-1 employs a Spatial Action Tokenizer (SAT) to model action spaces, allowing for the combination and reuse of actions in a structured manner [21]. - The model integrates structured reasoning to form a chain of explanations for actions, enabling it to understand the "why" behind tasks before executing the "how" [25]. Group 4: Performance and Validation - Lumo-1 has shown significant improvements in various multimodal benchmarks, outperforming specialized models like RoboBrain-7B and Robix-7B [31]. - The model's ability to adapt to different environments and instructions demonstrates its robust generalization capabilities, such as adjusting arm positions for varying container heights [31]. Group 5: Implications for the Industry - The findings suggest that data diversity in training is more impactful for generalization than merely increasing data volume, indicating a shift in focus towards data quality [30]. - The advancements in Lumo-1 highlight the potential for robots to perform complex tasks autonomously, which could revolutionize industries reliant on automation and robotics [9][11].

Core Viewpoint - The A-share market is experiencing a significant adjustment with over 4,300 stocks declining, while the banking sector shows resilience, indicating a shift towards defensive investment strategies focused on high dividends and low volatility [1] Group 1: Market Outlook - The Federal Reserve's recent decision to cut interest rates by 25 basis points aligns with market expectations, but the dot plot suggests only one rate cut in 2026, leading to cautious sentiment regarding future rate cuts [2] - As the year-end approaches, trading activity among market participants has decreased, resulting in a notable decline in A-share trading volume and a prevailing wait-and-see atmosphere [2] - Despite the recent market stagnation since October, conditions are in place for potential upward movement, with expectations of improved supply-demand dynamics in the manufacturing sector in mid to late 2026 [2] Group 2: Sector Focus - In December, sectors benefiting from dividends and price increases are expected to outperform, with short-term attention on banking, public utilities, coal, and non-ferrous metals [3] - Technology remains a key focus for 2026, with particular attention on AI, lithium batteries, military industry, and robotics, following a period of adjustment [3] - The trend of AI hardware continues to solidify, with increasing token usage in major AI models, indicating a peak in AI applications by 2026 [3] - The domestic production of robots is anticipated to grow, expanding from humanoid robots to quadrupedal and functional robots, creating opportunities in related sectors such as sensors and controllers [3] - The semiconductor industry is expected to continue its domestic growth, with a focus on semiconductor equipment, wafer manufacturing, materials, and IC design [3] - The military sector is projected to see a recovery in orders by 2026, with signs of bottoming out in the performance of various military sub-sectors [3] - The innovative drug sector is entering a recovery phase after nearly four years of adjustment, with positive net profit growth expected to continue into 2026 [3]