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]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the focus on extracting investment value from significant events, analyzing industry chain companies, and interpreting key policy points [1] - The product aims to provide users with quick information that serves as an investment reference for market impacts, presented in a professional yet accessible manner [1] Group 2 - The company is involved in supplying components for humanoid robots, specifically for Google data centers, including self-developed hollow cup motors and dexterous finger joint modules [1] - It has also achieved mass production of memory modules and storage devices, supplying high-end server PCBs for the AI sector, and is producing 800G optical modules while developing 1.6T and ceramic boards [1]

Core Insights - The 2025 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition will take place from December 12 to 14, focusing on real-world applications of humanoid robots in various sectors [1] - The competition emphasizes the importance of mass production capabilities for robots, with companies planning to expand both domestically and internationally [1] Group 1: Competition Highlights - The competition will test humanoid robots in real scenarios, including industrial production, social services, home assistance, emergency rescue, medical care, and artistic performance [1] - Aoyi Technology has invested millions to provide high-performance dexterous hands for the competition teams [2] Group 2: Technological Advancements - Aoyi Technology's COO revealed breakthroughs in dexterous hand technology, including the launch of the AP001 model with tactile force control and the upcoming AP002 model with advanced mixed tactile perception [4] - The competition is seen as a "stress test" for the commercial viability of humanoid robots, particularly in industrial settings [6] Group 3: Market Trends and Future Outlook - Aoyi Technology aims to expand into North America, Japan, South Korea, and Europe, focusing on mass production capabilities as a key competitive factor [11] - The goal is to reduce the cost of robots to 200,000 yuan, with a timeline of 3-5 years for large-scale deployment in manufacturing [11] Group 4: Government Support and Ecosystem - Shanghai has over 100 companies in the embodied intelligence industry, with a supportive ecosystem fostering innovation [12] - The local government has implemented a comprehensive support system for the industry, including financial tools and policies to reduce R&D costs [13] - Zhangjiang, as a core area for innovation in Shanghai, has attracted numerous companies and is working towards creating a world-class robotics industry ecosystem [14]

Group 1 - The core viewpoint of the news is that Zhongqing Robotics has successfully completed multiple rounds of financing, including A1+ and A2 rounds, following previous funding rounds totaling 1 billion yuan [1][5] - The A2 round was led by existing shareholders Huangpujiang Capital and Henan Investment Group, with continued support from other investors like Leishi Capital and Dacheng Venture Capital [1][5] - The company has launched the T800 humanoid robot, priced starting at 180,000 yuan, which is designed for various applications including education, security, and logistics [2][3] Group 2 - Zhongqing Robotics was founded in October 2023 and is headquartered in Nanshan District, Shenzhen, focusing on general-purpose intelligent robots and industry-specific solutions [2] - The T800 robot features a human-like design based on ergonomic principles, standing at 1.73 meters tall and weighing 75 kg, allowing it to adapt to multiple operational scenarios [2] - The company aims to transition from B2B to B2C markets, viewing industrial applications as a training ground for robots before entering household markets [3] Group 3 - Zhongqing Robotics has attracted investments from various sources, including national funds, local state-owned enterprises, and leading market institutions [5] - Huangpujiang Capital has been a significant investor in multiple rounds, focusing on sectors like AI and robotics, while Stone Venture has made key investments in the company [5][6] - Middle Eastern capital is increasingly interested in Chinese high-tech startups, with over ten investment cases in China this year alone [6]

当天的活动现场，青山湖科技城还重磅发布了具身智能产业街区以及六大科创平台的签约。 青山湖具身智能产业街区以"具身智能"技术为核心，重点聚焦机器人、低空经济等具身智能应用方向， 沿青山湖科技城大园路两侧集聚布局，打造集具身智能装备科技研发、本体制造、训练测试、场景示 范、商业应用"五位一体"的开放式产业街区，吸引优质人才和项目集聚。 六大具身智能平台，将从技术支撑、产业服务、场景落地等多维度精准赋能青山湖本地产业链。其中， 青山湖具身智能数据采集与实训中心、检测中心将弥补产业短板，为企业提供数据建模与检测认证支 持，助力技术突破与产品提升；机器人5S体验中心则连接研发与市场，促进产业展示与渠道拓展。天 目创芯引力谷具身智能制造基地、青山湖机器人谷，将进一步增强产业承载能力，吸引上下游企业集 聚，加速构建具身智能产业生态闭环。 商报讯(记者张玎通讯员叶蕾)昨天，第十四届中国创新创业大赛机器人智能制造专业赛总决赛，在杭州 临安青山湖科技城举行。据了解，大赛自2025年9月启动以来，面向全国广泛征集项目，共收到228个优 质项目报名，涵盖机器人、智能制造、高端装备、人工智能等前沿科技领域。大赛先后在武汉、西安、 北京 ...

1X struck a deal to send its ‘home’ humanoids to factories and warehouses https://t.co/oHdQ1eJJ86 ...