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国泰海通:全球首个人形机器人半马比赛成功举行 关注机器人核心零部件供应商等
智通财经网· 2025-04-21 22:50
Group 1 - The world's first humanoid robot half marathon was successfully held in Beijing, with the TianGong Ultra winning the race in approximately 2 hours and 40 minutes [2] - The event featured 20 teams of humanoid robots from various universities and research institutions, showcasing advancements in humanoid robotics technology [2] - The competition served as a public awareness and market education opportunity, validating technology and establishing industry standards for humanoid robots [2][3] Group 2 - The marathon course simulated real-world scenarios such as urban inspections and disaster rescue, testing the robots' capabilities in long-distance movement, complex terrain adaptation, and human-robot collaboration [3] - Current limitations of humanoid robots were highlighted during the event, including limited endurance, overheating motors, and insufficient intelligence, prompting the industry to push for iterative upgrades [3] - Leju launched the first humanoid research training ground, addressing the issue of insufficient training data for humanoid robots, providing over 1 million frames of real-world data across six scenarios [4] Group 3 - Recent advancements in tactile sensor technology were noted, with companies like Weitai Robotics securing significant funding and launching new products, indicating accelerated industry progress [5] - Weitai's sensors aim for high-precision tactile perception and plan to capture the research market by 2025, expanding into consumer and general robotics [5] - The launch of innovative tactile sensing products by Daimeng Robotics, including the world's first multi-dimensional high-resolution tactile sensor, reflects ongoing technological advancements in the field [5]
人形机器人“跑”半马 二级市场“燃”了
Mei Ri Shang Bao· 2025-04-21 22:27
赛事的热度引爆了人形机器人赛道,昨日,A股人形机器人概念股午后显著拉升。截至下午收盘,相关 概念股涨多跌少,其中,震裕科技(300953)、万达轴承、奥比中光、利亚德涨幅皆超10%;福莱新材 (605488)涨停;强瑞技术(301128)、鸣志电器(603728)、伟创电气、斯菱股份(301550)、日盈 电子(603286)、风语筑、汉威科技(300007)、翔楼新材(301160)、绿的谐波、天奇股份 (002009)、超捷股份(301005)等均涨超7%。 港股方面,昨日港股休市,此前一个交易日优必选和小米集团均收涨。前者4月17日收盘涨0.36%报 70.450港元/股,换手率0.76%,振幅2.35%,成交额2亿港元;后者当日收盘涨1.70%报41.95港元/股,换 手率0.89%,振幅4.24%,成交额79.1亿港元。 AI+机器人投资机会涌现 商报讯(记者叶晓珺)周末的人形机器人马拉松比赛,掀起了行业热潮,也引爆了二级市场。昨日早间, 人形机器人指数上涨0.84%,报9440.57,成交额212.36亿元,东方锆业(002167)、奥比中光领涨。港 股方面,虽说昨日休市,但概念股小米和优必选此前 ...
江苏哈工智能机器人股份有限公司关于公司、子公司部分银行账户解除冻结及公司部分银行账户新增冻结的公告
Shang Hai Zheng Quan Bao· 2025-04-21 21:57
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000584 证券简称:*ST工智(维权) 公告编号:2025-057 江苏哈工智能机器人股份有限公司 一、银行账户解除冻结基本情况 上海我耀机器人有限公司(以下简称"上海我耀")与库卡柔性系统(上海)有限公司(以下简称"库卡 柔性")采购合同纠纷一案,上海国际仲裁中心裁决不予支持库卡柔性的全部仲裁请求,相关部门从而 解除了因该案冻结上海我耀的部分银行账户;海宁市译联机器人制造有限公司(以下简称"译联机器 人")与公司、海宁我耀合同纠纷一案,译联机器人向法院申请财产保全。后各方已达成经法院裁定有 效的调解协议,现本案已执行完毕,法院已解除海宁我耀之前持有的浙江哈工机器人有限公司的100% 股权(海宁我耀持有的浙江哈工100%股权于2024年10月变更登记至吴淳名下),且对公司部分银行账 户资金的冻结。以下是解除冻结的银行账户明细: ■ 二、本次公司银行账户新增冻结情况 因刘延中先生与公司、吉林市江机民科实业有限公司(以下简称"江机民科")股权转让纠纷一案,公司 银行账户因诉讼相对方向法院申请强制执行而被冻结。以下是冻结的银行账户明细。 关于公司、子公 ...
Management Weighs in on the Macro
The Motley Fool· 2025-04-21 17:28
As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking -- or not talking -- about tariffs.In this podcast, Motley Fool analysts Jason Moser and Matt Argersinger and host Dylan Lewis discuss:What's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.Earnings results and macro commentary from United Airlines, Bank of America, Goldman Sachs, JPMorgan Chase, and Prologis.Two stocks worth watching: Alp ...
「机器人+」人形机器人概念股集体暴走!一场踉跄的“半马":技术仍蹒跚学步资本却已“百米冲刺”
Hua Xia Shi Bao· 2025-04-21 14:05
刚刚过去的周末,一场史无前例的人形机器人半程马拉松霸屏社交平台——夺冠的"天工"、紧追其后的松延动 力,甚至未参赛却引发热议的宇树科技,无不成为科技圈的焦点。资本市场的反应更为直接——4月21日开盘,人 形机器人板块集体飙升,京城股份、奥比中光、利亚德等个股涨幅均超10%,市场热度可见一斑。 然而,这场高调的赛事也打破了行业的"理想滤镜",暴露出来续航短、稳定性差、需人为辅助等问题,质疑声四 起。不过,业内人士认为,电动车也经历过早期的"PPT造车"阶段,那时候的技术展示虽不完美,却是行业爆发 的必经之路。资本需要故事,技术需要试错,而这场马拉松,或许正是人形机器人迈向实用的"第一块绊脚石"。 二级市场表现积极 4月21日,人形机器人板块指数上涨45.76点,收于1307.23点,涨幅为3.63%。相关概念股中,京城股份涨停,奥 比中光涨11.17%,利亚德涨11.01%,鸣志电器涨8.64%,风语筑涨7.65%,绿的谐波涨7.16%,珠城科技涨5.17%, 丰立智能涨4.04%…… 引发资本热情的,正是两天前举办的人形机器人半程马拉松赛。4月19日7点30分,2025北京亦庄半程马拉松暨人 形机器人半程马拉 ...
宇树科技陷入舆论质疑,王兴兴知乎发帖再回应
Nan Fang Du Shi Bao· 2025-04-21 13:50
Core Points - The humanoid robot G1 from Yushu Technology fell during the Beijing Yizhuang Robot Half Marathon, leading to widespread public criticism and scrutiny of the company [1][4][5] - The incident has drawn comparisons to the company's previous performance at the Spring Festival Gala, where issues were also noted [1][4] - Yushu Technology's founder, Wang Xingxing, responded to the criticism, clarifying that the robot's fall was due to a misoperation by a colleague [1][5] Company Performance - The G1 robot, which is approximately 127 cm tall, was introduced in May 2024 and was involved in the marathon event [1] - The earlier model, H1, was showcased at the Spring Festival Gala in August 2023, standing at 1.8 meters tall [1] - The company stated that the performance of robots can vary significantly depending on the operator and the algorithms used, emphasizing that they did not participate in the marathon event themselves [5]
兴业银行重庆分行与重庆市机器人与智能装备产业联合会签署合作协议
Zhong Guo Jin Rong Xin Xi Wang· 2025-04-21 12:04
Group 1 - The conference on "Robot + AI" technology and industry integration was held in Chongqing, organized by Industrial Bank Chongqing Branch, highlighting the importance of robotics and intelligent equipment as key drivers for high-quality development in manufacturing [1] - Industrial Bank has introduced a "technology flow" evaluation system to assess companies based on technical assets, innovation capabilities, and intellectual property, transforming innovation "soft power" into "hard currency" for financial support [1] - Industrial Bank Chongqing Branch provided equity financing to Qiteng Robotics, aiding the company in accelerating product layout and pursuing an IPO, showcasing successful financial support for technological innovation [1] Group 2 - The Director of the High-tech Division of Chongqing Science and Technology Bureau emphasized that the global technological revolution centered on artificial intelligence is reshaping industrial patterns and fostering new productive forces [3] - The International Robotics Organization highlighted that embodied intelligent robots are expanding their application scenarios across various sectors, including industrial manufacturing, healthcare, logistics, and home services, thus reshaping the industrial ecosystem [3] - A strategic cooperation agreement was signed between Industrial Bank Chongqing Branch and the Chongqing Robotics and Intelligent Equipment Industry Association to collaborate on national strategic services, technology finance, talent cultivation, and financial business cooperation [3]
人形机器人跌倒在赛道?还是让整个赛道跌倒?
混沌学园· 2025-04-21 11:26
Core Viewpoint - The recent humanoid robot marathon in Beijing, with a completion rate of only 30%, highlights the current limitations of humanoid robots in real-world scenarios, suggesting that the industry is at a critical juncture for innovation and opportunity [1][5][31]. Group 1: Event Overview - The marathon featured 20 humanoid robot teams, with only 6 completing the race, showcasing various technical failures such as falling, overheating joints, and battery issues [1][8][11]. - The course was intentionally designed with complex terrains, including sharp turns and steep slopes, which posed significant challenges for robots accustomed to controlled environments [11][15]. Group 2: Industry Implications - The low completion rate is viewed not as a failure but as a necessary step in the evolution of the humanoid robotics industry, akin to early automotive challenges that preceded a transportation revolution [5][31]. - The event serves as a wake-up call for entrepreneurs to shift focus from performance-driven development to solving real-world problems, indicating a potential shift from "performance economy" to "real-world application" [20][21][31]. Group 3: Technological Limitations - The marathon exposed three fundamental limitations of humanoid robots: inadequate three-dimensional environmental perception, lack of adaptive control in movement, and energy management issues leading to frequent battery changes [18][19][20]. - These limitations suggest that current innovations are insufficient and that a new approach is needed to achieve significant advancements in humanoid robotics [20][31]. Group 4: Market Opportunities - The article identifies three key areas for potential market growth: industrial inspection and flexible manufacturing, disaster rescue in hazardous environments, and home care services for the elderly [24][28]. - Entrepreneurs are encouraged to explore upstream components, midstream platforms, and downstream solutions to create a comprehensive ecosystem that addresses real-world needs [25][26]. Group 5: Future Directions - The concept of "second curve innovation" is emphasized, where the industry must move beyond superficial performance to address genuine challenges, thus unlocking new market opportunities [20][31]. - The article concludes that the current state of humanoid robotics is not the end but rather the beginning of a transformative journey, urging stakeholders to prepare for the next phase of innovation in the AI landscape [31][33].
人形机器人跌倒在赛道?还是让整个赛道跌倒?
混沌学园· 2025-04-21 11:26
2025年春日的北京亦庄,一场特殊的马拉松赛事引发全网热议:20支人形机器人队伍参赛,最终仅6支完 赛,完赛率30%。 机器人跌倒、换电、关节过热等 "翻车"场景,让公众从短视频里的"炫酷幻想"跌回现实:原来,那些能跳 舞、翻跟头的"钢铁舞者",在真实复杂的开放场景中,竟如此脆弱。 业界难免疑惑,是人形机器人跌倒在马拉松赛道?还是整个人形机器人赛道就此跌倒? 哲科思维往往是集体群嘲中的一丝冷静,如果用善友教授的创新理论来看,这场看似 "失败"的赛事,恰恰 是行业第二曲线的关键一役。 这些看似狼狈的 "跌倒",实则是产业进化的必经之路。 正如汽车诞生初期跑不过马车,却预示着交通革命的前夜。 对于创业者,这是 AI的黎明,机会近在眼前;对于普通人,这是一次预见未来生活的窗口。 这场只有 30%完赛率的机器人马拉松 , 并不是闹剧,而是意味着: 新一波赚钱机会,终于来 了。 这将是一个千亿级别的赚钱机会。 人形机器人跌倒在赛道?还是让整个赛道跌倒? 这场马拉松在大众眼里,仿佛只是场娱乐活动。 当人类选手在赛道上肆意挥洒汗水时, 20支机器人队伍却交出了一份"惨不忍睹"的答卷:仅有6支队伍完 赛,完赛率30%。 天工 ...
机器人全产业链会人工智能与机器人高校专嘉宾阵容公布!邀您深圳共聚
机器人圈· 2025-04-21 10:35
4月26日 ,由《机器人技术与应用》杂志、深圳市机器人协会联合主办的" FAIR plus机器人全产业链接会——人 工智能与机器人研究开发高校专场 "会议将在 深圳福田会展中心8号馆2号会议室 盛大召开。本次会议聚焦具身智 能、机器人技术创新与产学研融合,汇聚学界与产业界顶尖专家,为高校科研与产业实践搭建深度对话平台。 立即扫码报名,抢占席位! 本次会议特邀来自顶尖科研院所、高校及行业领军企业的多位专家担任主讲嘉宾,阵容涵盖人工智能、机器人感 知、深度模仿学习、人形机器人研发等前沿领域。 部分嘉宾公布 阚美娜 中国科学院计算技术研究所研究员 博士生导师 中国科学院计算技术研究所研究员,博士生导师。研究领域为计算机视觉与具身智能。相关成果在TPAMI、IJCV、 CVPR、ICCV等相关领域主流国际期刊与会议上面发表论文60余篇,获得FG PaSC视频人脸识别竞赛冠军、ACM MM亲属关系识别竞赛冠军、CVPR面部关键点定位竞赛亚军。此外,获中国计算机学会优秀博士学位论文奖、中 国图象图形学学会石青云女科学家奖青年奖、北京市科技新星计划、国家自然科学基金优青项目等。 李淼 武汉大学工业科学研究院副教授 武汉大学 ...