【环球时报报道 记者 陈子帅 杨沙沙 王冬】 编者的话： 2025年，世界科技舞台的聚光灯频频对准中国，其中人形机器人和大模型的表现尤为亮眼。从 DeepSeek以卓越的实用能力引发全球人工智能（AI）开发者社区热议，到多场人形机器人赛事"极限破圈"，再到年底中国AI开源大模型集体"霸榜"国际榜单 ——2025年的中国经济正以AI高科技为新名片迈出国门。多位受访专家表示，中国高科技应用不仅是单项技术偶发突破，更是来自新型举国体制统筹下的 系统集成能力与集群生态优势。 双线领跑，中国 AI 吸引全球聚光灯 "2025年最大的变化，是具身智能和大模型应用都从好看的技术展示，转向能落地的工程体系和产业模式。其中，具身智能行业真正从'实验室表演'走向'工 厂干活、园区干活'的阶段。赛迪研究院未来产业研究中心人工智能研究室主任钟新龙对《环球时报》记者分析称，这一年，以人形机器人产品为具体表现 的具身智能产业关键突破体现在"产业规模化推进和应用闭环能力的显著增强"。 走出实验室，来到聚光灯下，中国人形机器人在2025年的不同"秀场"亮相——2025年央视春晚，宇树科技的人形机器人以"扭秧歌"形式惊艳登台；4月，北 京亦庄 ...

Core Insights - The article highlights the rapid development of the humanoid robotics industry in Henan, with companies like Zhongqing Robotics and UBTECH planning significant investments and expansions in the region [2][3]. Group 1: Company Developments - Zhongqing Robotics has completed A1+ and A2 funding rounds, with the A2 round led by Henan Investment Group, and is establishing a 200-acre manufacturing base in Zhengzhou to produce 5,000 humanoid robots annually [2][3]. - UBTECH has established its Central China headquarters in Zhengzhou and is actively collaborating with multiple cities in Henan [3]. - Other companies, including self-variable robotics and various technology firms, expressed interest in forming closer industrial partnerships with Henan [4]. Group 2: Investment and Infrastructure - Henan Investment Group has set up an artificial intelligence industry fund and is investing in key hardware and software companies to support the local AI ecosystem [4][5]. - Investments include nearly 2 billion yuan in leading server companies and support for domestic GPU leaders to establish R&D centers in Henan [4]. - The local government aims to create a robust ecosystem for humanoid robotics, targeting an industry scale of over 100 billion yuan by 2030 [5]. Group 3: Industry Outlook - The humanoid robotics sector in Henan is experiencing accelerated growth, with advancements in product development, supporting capabilities, and technological innovation [4][5]. - Key components for humanoid robots, such as bearings and flexible sensors, are being produced by local companies, achieving over 90% market share in their respective fields [5]. - The provincial government is focused on leveraging Henan's manufacturing strengths to establish it as a significant hub for humanoid robotics innovation [5].

Core Insights - Serve Robotics has achieved a significant milestone by launching its 2000th autonomous delivery robot, expanding its fleet from 100 to 2000 robots within a year, marking a 20x increase [2][3] - The company aims to scale its operations to a million robots in the coming years, indicating a strong belief in the future of autonomous delivery as a mainstream service [3][19] - Serve Robotics operates in dense urban environments, which presents unique challenges compared to simpler environments like homes or warehouses [6][7] Company Growth and Technology - The company has expanded its operations to six major U.S. markets, achieving a delivery reliability rate of 99.8% and an average delivery time of approximately 18 minutes [9][11] - The introduction of Gen 3 hardware has significantly improved capabilities while reducing costs, being one-third the cost of previous models and offering five times the computing power [12] - Partnerships with major delivery platforms like Uber Eats and DoorDash are crucial for rapid market entry and asset utilization, allowing Serve Robotics to onboard numerous merchants quickly [14][15] Market Trends and Future Outlook - The demand for autonomous delivery solutions is increasing, with deliveries growing over 40% quarter over quarter since 2022 [16] - The vision for urban delivery by 2030 includes widespread acceptance of delivery robots, similar to how mailboxes are perceived today, indicating a shift towards automation in last-mile delivery [17][18] - The company emphasizes the inefficiency of using large vehicles for small deliveries, advocating for a multimodal approach to urban delivery that includes robots to reduce traffic and safety risks [19][20]

"各位贵宾，欢迎来到具身智能生态发展大会！"12月12日上午，苏州高新区具身智能生态发展大会现 场，一台银白色人形机器人敏锐捕捉周围人影，主动挥手打招呼，动作流畅、语音清晰，引得周围观众 纷纷掏出手机，记录下这一"未来触手可及"的生动瞬间。 据悉，此次大会以"高新无限 具智未来"为主题，来自产业界、学术界和投资机构的代表齐聚一堂，共 探具身智能这一人工智能与机器人深度融合的前沿方向。 从场景到生态，打造具身智能"苏州样板" "就像手机曾经改变沟通、智能汽车正在重塑出行一样，具身智能正引领新一轮科技革命。"苏州高新区 党工委书记俞愉在发言中表示，苏州高新区始终把"发展高科技、实现产业化"作为核心使命。如今，这 里不仅是一座"真山真水园中城"，更已成为创新要素高度集聚的科技高地。 苏州高新区(虎丘区）经济发展委员会副主任詹国辉在接受记者采访时表示，目前，苏州高新区已集聚 100多家具身智能相关企业，产值超百亿元。发展具身智能产业，主要聚焦技术驱动、场景牵引和产业 生态构建三大维度。"希望通过三到五年的努力，打造一个千亿级产业集群，成为全国具有重要影响力 的具身智能产业创新高地。" 为支撑这一目标，高新区不仅依托先 ...

Core Insights - The partnership between WELLE Environmental Group and Primech Holdings aims to innovate in industrial robotics and sustainable environmental technologies through a Joint Venture in Singapore [1][2][3] Group 1: Strategic Cooperation - WELLE and Primech Holdings will establish a Joint Venture to combine WELLE's environmental governance and bioenergy capabilities with Primech's operational experience and robotics expertise [2][3] - The Joint Venture will focus on developing specialized industrial robots for high-risk and complex environments, contributing to global carbon reduction goals [2][3] Group 2: Investment and Vision - WELLE has an option to invest in Primech AI until September 2026, highlighting a shared long-term vision for scaling robotics solutions across Asia [5] - Both organizations recognize the increasing global demand for intelligent automation in environmental and industrial operations, aiming to enhance safety, efficiency, and environmental performance [6] Group 3: Company Profiles - WELLE Environmental Group specializes in energy conservation and environmental protection, focusing on areas such as food waste utilization and biogas development [7] - Primech AI is dedicated to innovation in robotics, aiming to revolutionize the industry with impactful solutions [8] - Primech Holdings provides technology-driven facilities services, integrating eco-friendly practices and smart technology to enhance operational efficiency [10]

Group 1: Core Insights - The events of the 15th National Games and the Special Olympics showcase over 130 high-tech products, emphasizing the integration of AI in sports and technology [1][2] - Guangdong's AI industry is projected to reach a scale of 220 billion yuan, with a year-on-year growth of approximately 25%, solidifying its position as a leader in the AI sector [5][6] Group 2: Technological Innovations - The introduction of various AI-driven assistive technologies, such as AI glasses for the visually impaired and smart wheelchairs, highlights the focus on accessibility and support for disabled athletes [4][20] - The use of humanoid robots and AI in event management and safety, including the world's first 5G-A humanoid robot and autonomous patrol robots, demonstrates advancements in robotics and automation [3][9][10] Group 3: Economic Impact - The integration of AI technologies in sports events serves as a practical testing ground, enhancing brand influence and accelerating industrialization [2][7] - Guangdong's commitment to developing over 500 application scenarios by 2027 reflects its strategic vision for AI's role in various sectors, including manufacturing and public services [6][7] Group 4: Community and Daily Life Applications - Post-event, technologies such as AI coffee machines and smart inspection systems are being integrated into everyday life, showcasing the transition from sports innovation to community benefits [7][8] - The collaboration between different sectors in the Guangdong-Hong Kong-Macao Greater Bay Area emphasizes the synergy in innovation and economic growth [7]

For investors seeking momentum, VanEck Robotics ETF (IBOT) is probably on the radar now. The fund just hit a 52-week high and is up 61% from its 52-week low price of $33.42 per share.  But are there more gains in store for this ETF? Let’s take a quick look at the fund and its near-term outlook to get a better sense of where it might head.IBOT in FocusIt offers exposure to companies involved in robotics. The fund charges 47 basis points (bps) in annual fees (See: all Artificial Intelligence and Robotics ETFs ...

Core Insights - Robo.ai Inc. has secured a total financing arrangement of $180 million, consisting of $80 million in convertible notes and a $100 million equity purchase facility commitment [1][2] - The financing will primarily support the company's strategic transformation, potential mergers and acquisitions, and general corporate operations [2] - The company is focused on enhancing its balance sheet and operational flexibility across three core pillars: AI Software, Smart Device, and Smart Assets [2] Company Initiatives - Robo.ai is executing a global expansion of its technology portfolio, including initiatives in smart logistics, commercial vehicles, and the low-altitude economy sector through its eVTOL company [3] - The company is also constructing the "Robo.ai Industrial Park" in the UAE and building digital infrastructure for the upcoming machine economy [3] Financing Structure - The financing agreement allows for subsequent closings at the company's discretion, depending on capital market conditions and investment targets [4] - This structure is designed to provide Robo.ai with financial autonomy for long-term development while ensuring efficient capital allocation [4] Company Overview - Robo.ai Inc. is a technology company based in the UAE, focused on developing a global AI-enabled robotics platform [5] - The company's mission includes creating a decentralized AI network to connect AI terminals and promote an intelligent future, with an emphasis on integrating AI into smart devices and smart assets [5]

此前，有媒体报道称，银河通用上市已筹备数月，最快一月可能递交上市申请，并在11月完成股份制改 革，这通常被视为企业上市的重要前期动作。银河通用彼时回应称，相关消息不属实，公司股改是为满 足后续正常融资需求，引入新的一级市场投资者。 市场消息称，国产人形机械人制造商银河通用筹备来香港上市，据悉已选定中信证券、华泰证券及瑞银 为IPO安排行，最早可能在明年首季向港交所递交申请，而银河通用本次IPO以30至40亿美元的估值进 行。但相关讨论仍在进行中，细节可能会有变动。 据悉，银河通用主营具身多模态大模型与通用机器人研发，构建覆盖机器人本体、操作系统、仿真训练 与具身大模型算法的全栈自研研发能力，股东阵容包括宁德时代（300750）(03750)、美团(03690)、北 汽产投、国香资本等战略及产业投资方，以及启明创投、蓝驰创投、经纬创投、源码资本、IDG资本、 纪源资本等。 ...

智通财经APP获悉，市场消息称，国产人形机械人制造商银河通用筹备来香港上市，据悉已选定中信证 券、华泰证券及瑞银为IPO安排行，最早可能在明年首季向港交所递交申请，而银河通用本次IPO以30 至40亿美元的估值进行。但相关讨论仍在进行中，细节可能会有变动。 据悉，银河通用主营具身多模态大模型与通用机器人研发，构建覆盖机器人本体、操作系统、仿真训练 与具身大模型算法的全栈自研研发能力，股东阵容包括宁德时代 （03750） 、美团 （03690） 、北汽产 投、国香资本等战略及产业投资方，以及启明创投、蓝驰创投、经纬创投、源码资本、IDG资本、纪源 资本等。 此前，有媒体报道称，银河通用上市已筹备数月，最快一月可能递交上市申请，并在11月完成股份制改 革，这通常被视为企业上市的重要前期动作。银河通用彼时回应称，相关消息不属实，公司股改是为满 足后续正常融资需求，引入新的一级市场投资者。 ...