在广州海心沙全空间智能体验中心，前来参加APEC"中国年"首场正式活动的百余位政府官员，被现场 演示自主售卖爆米花的人形机器人所吸引，他们一边驻足参观，一边交流问询，深度了解中国科技创新 的最新成果。 上述机器人来自深圳越疆科技，正是年初火爆全网的越疆全自主人形机器人Atom。彼时，Atom进驻深 圳电影院，在无人辅助情况下，每日连续工作14个小时，实现日销爆米花1000杯、单日营收突破2万元 的业绩。 这是全球首例在复杂商业环境中，全自主运营的技术突破与应用落地，展现了该款机器人自身成熟的技 术实力与商业化落地方面的初步成果。 接下来则是量产。在参与APEC"中国年"活动展演前夕，越疆正式启动第三批全尺寸工业人形机器人 Atom的量产交付，开始奔赴更广阔、更真实的产业前线。 "对我们而言，量产绝非简单的数量叠加。行业的共识日益清晰，机器人的终极价值在于成为务实的生 产力工具。量产能力是区分'实验室概念'与'工业化产品'的最关键标尺。"越疆科技市场总监谢凯旋告诉 南方财经记者。 在我国"十五五"规划建议中，具身智能被列为未来产业的核心。站在从技术突破到产业爆发的关键窗 口，以越疆为代表的广东机器人企业，正在致 ...

Core Viewpoint - The opening of the Yibin AI-Park and the establishment of the Yibin Intelligent Manufacturing Center marks a significant development in the urban industrial landscape of Yibin, with 15 companies related to robotics and components already settled in the area [1][3]. Group 1: Company Developments - Sichuan Shengshi Weisheng Technology Co., Ltd. aims to establish a regional headquarters for intelligent welding robots, focusing on continuous revenue growth and technological innovation [5]. - Maita Ke (Sichuan) Robot Co., Ltd. is a leader in special robots, with 54 patents and certifications, and will oversee the relocation and operation of Chongqing Mengma's headquarters to Yibin [5]. - Yibin Limiao Da Intelligent Robot Co., Ltd. is developing a comprehensive headquarters for AI and robotics, with a global market share of approximately 30% for its wafer robots [6]. Group 2: Industrial Infrastructure - The Yibin Intelligent Manufacturing Center has a total area of approximately 119,000 square meters and is expected to generate an annual output value exceeding 1 billion yuan, creating over 1,500 jobs [6]. - The AI-Park is part of a broader strategy to create an artificial intelligence industrial cluster, focusing on embodied intelligent hardware and data applications [7]. - The Yibin AI-Park will cover 2 square kilometers and aims to integrate industry, urban living, and ecological features, promoting a balanced urban development model [7]. Group 3: Future Goals - By 2025, the Yibin AI-Park aims to attract 5 to 10 large-scale data service companies and over 10 leading companies in embodied intelligence, creating 10,000 to 15,000 jobs and achieving an output value of 10 billion to 15 billion yuan [8]. - The park is designed to foster a competitive artificial intelligence industry ecosystem, covering data applications, hardware manufacturing, and computing infrastructure [8].

道总有理 . 科技创新与商业动态观察家，探究产业趋势，深挖商业内幕，只讲有用的干货，只做有价值的输出。 以下文章来源于道总有理 ，作者道总 来源丨 道总有理 （ID： daotmt ） 作者丨 道总 图源丨AI制作 去年春晚，宇树科技的机器人一身花棉袄，在舞台上扭了一把秧歌，直接引爆了人形机器人的赛道。 今年，春节还没来，机器人企业已经围绕春晚的"入场券"展开了激烈的竞逐。 有消息称，智元机器人为争夺春晚权益曾率先开价6000万元，但宇树科技直接将报价拉升至1亿元。 截至目前，魔法原子、银河通用、宇树科技及松延动力四家厂商相继官宣，将登陆2026年央视春 晚，而有行业人士透露，今年将会有五家机器人公司登陆春晚，每家分别出资金额1亿元。 机器人企业在舞台上红红火火，机器人租赁的市场也热热闹闹。 节前 ，租赁商不仅订单"起飞"，各 地赶场，市场上还迎来了大型平台的接连入场。前段时间，由智元等发起的机器人租赁平台擎天租正 式上线，不到一个月的时间，另一家机器人租赁平台万机易租也高调亮相。 它们想做机器人界的"滴滴"。 平台一统"租赁江湖"？ 去年，宇树扭秧歌留下的余波影响了人形机器人租赁市场一整年，需求火热，订单猛 ...

Core Insights - The article discusses the recent funding round completed by AGILINK, a company specializing in embodied intelligence and dexterous manipulation technology, which raised several hundred million yuan with participation from leading internet firms and top-tier venture capital [2] - The funding will primarily be used to accelerate the development of dexterous hands and gripper product lines, enhance control systems and development toolchains, and build delivery capabilities for industrial clients [2] - AGILINK aims to transition dexterous hands from "laboratory equipment" to "engineered products" by focusing on stability, usability, and scalable delivery capabilities [2] Group 1 - AGILINK has completed a new funding round led by major internet companies, with participation from top venture capital firms and industry capital [2] - The company was established in January 2026 and has a team with expertise in robotics, control algorithms, systems engineering, and industrialization [2] - The funding will support the development of a large model for dexterous operations and ensure rapid deployment of dexterous hand products [2] Group 2 - AGILINK will continue to focus on dexterous manipulation technology and the application of embodied intelligence in humanoid robots and industrial scenarios [3] - The company aims to build a reusable and scalable product and technology system, becoming a key link between algorithms, hardware, and real-world applications [3] - AGILINK's mission is to empower robots and accelerate intelligent productivity across various industries and households, defining the "last 10 centimeters" of embodied intelligence in factories and homes [3]

Core Insights - The article discusses a breakthrough in robotic vision systems, specifically a bionic adaptive pupil reflex visual system developed by teams from the University of North Carolina and Westlake University, which utilizes liquid metal technology to create a dynamic, self-adjusting pupil [2][3]. Group 1: Pupil Functionality - The new system can mimic various animal pupil shapes, such as vertical for cats and horizontal for sheep, allowing for better light regulation and image clarity. It improves image recognition accuracy from 68.38% to 83.56% in bright conditions [3][8]. - Traditional machine vision systems have fixed apertures, leading to overexposure or reliance on computational fixes, which are less efficient compared to the new hardware-based approach [4][12]. Group 2: Liquid Metal Technology - Liquid metal serves dual purposes: it acts as a programmable bionic pupil and simulates neural signals. The system can change shape based on electrical input, allowing for rapid adjustments to light conditions [5][12]. - The design involves eight independently controlled liquid metal units that can transform into various pupil shapes within two seconds, showcasing a significant advancement in hardware capabilities [5][12]. Group 3: Visual Memory and Recognition - The system incorporates a visual memory feature, where repeated exposure to visual stimuli allows for prolonged retention of light signals, akin to human short-term memory transitioning to long-term memory [7][12]. - In tests using the MNIST dataset, the adaptive pupil system significantly enhanced recognition rates under simulated overexposure conditions, demonstrating the effectiveness of hardware intervention over algorithmic solutions [8][12]. Group 4: Practical Applications - The implementation of this adaptive pupil system in robots can enhance their functionality in various scenarios, such as autonomous driving, security patrols, and search and rescue operations, by allowing real-time adjustments to lighting conditions without manual recalibration [12][12].

Core Viewpoint - The integration of AI technology into daily life is driving a new growth point in China's consumer market during the Spring Festival, with a notable increase in the purchase of various smart robots and AI products [1][3][4]. Group 1: Consumer Trends - Consumers are increasingly purchasing smart toys, chess-playing robots, and health-monitoring robots tailored for different age groups, reflecting diverse gifting needs for the New Year [3][4]. - The demand for AI consumer products is being fueled by modern family needs for interaction, companionship, and social engagement, leading to a surge in sales of AI devices [3][4]. - Online platforms are capitalizing on the Spring Festival shopping surge, with promotions like JD's "AI Toy Family Pack" targeting various consumer scenarios [3][6]. Group 2: Product Offerings - Popular products include caregiving robots with emergency call features, AI pet companions for children, and smart cooking appliances that generate seasonal health recipes [3][4]. - At the Silver Age New Year Goods Festival, items like mite-removing robots and AI mattresses that monitor health metrics are becoming popular choices for gifting [3][4]. - The trend of renting or purchasing cleaning robots is emerging among younger consumers to alleviate household chores [4]. Group 3: Market Dynamics - The Spring Festival has accelerated AI consumption in county regions, with nearly half of AI orders originating from these areas, indicating a shift in consumer behavior [6]. - The convenience of AI-driven services, such as ordering food through voice commands, is becoming a new way of shopping during the festive season [6].

Core Viewpoint - The opening of the Huasight AI 7S flagship store in Wuhan marks a significant development in the local robotics industry, showcasing a complete chain from research and production to sales of humanoid robots [4][6]. Group 1: Store Features and Offerings - The flagship store features a 500 square meter space with 12 application scenarios, including smart health, intelligent education, and interactive projects like 3D printing and robot operation [5]. - Products range from 298 yuan for a drone football to humanoid robots costing several hundred thousand yuan, catering to various consumer needs [5]. - The store adopts a "7S" service model, integrating display, sales, solutions, training, service, ecological sharing, and experiential scenarios [5]. Group 2: Industry Collaboration and Development - Huasight Group has established deep strategic partnerships with over 10 leading robotics companies in China, allowing local consumers to purchase and customize AI products conveniently [5][6]. - The store's location in the Wuhan Digital Innovation Building is strategic due to the dense AI industry atmosphere in the area, facilitating collaboration with the nearby Jingchu Humanoid Robot Company [6]. - The establishment of the flagship store and the nearby production facility enhances the local robotics industry's supply chain, promoting the integration of humanoid robots into various sectors [6].

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the collaboration of Galaxy General Robotics with various companies, including its designation as the specified embodied large model robot for the 2026 Spring Festival Gala [1][2] - Key partnerships have been established with companies such as Green Harmonics, Junsheng Electronics, and Tianqi Co., focusing on advanced robotics components and solutions [2] - Significant investments have been made in Galaxy General, including a 1.1 billion RMB funding round led by CATL, which enhances strategic development opportunities [2] Summary by Relevant Sections Company Developments - Green Harmonics has achieved international advanced levels in reducer precision through deep collaboration with Galaxy General [2] - Junsheng Electronics has completed the assembly of key robotic components and is supplying customized main control boards and energy management products [2] - Tianqi Co. has formed a joint venture with Galaxy General to focus on the development and application of embodied intelligent solutions in industrial scenarios [2] - Weifu High-Tech has established a partnership to develop dexterous robots and signed a strategic cooperation memorandum with United Automotive [2] - Zhaowei Electromechanical has signed a strategic memorandum with Galaxy General to promote the application of dexterous hand technology [2] - Meihu Co. is a core supplier of essential components for Galaxy General's embodied intelligence [2] - Junpu Intelligent has established a research institute for humanoid robots and is collaborating with Galaxy General on commercial applications [2] - Baida Precision has signed a strategic cooperation agreement to deploy over 1,000 Galaxy General robots in complex industrial scenarios [2] - CATL led a significant funding round for Galaxy General, further opening up strategic collaboration opportunities [2] - Juntai Digital has become a gold partner for market promotion and sales of Galaxy General's robotic products in various vertical fields [2]

Core Insights - The article discusses the development of HuMI (Humanoid Manipulation Interface), a framework for humanoid robots that enables efficient data collection and skill learning without the need for cumbersome remote operation or expensive motion capture environments [1][8][21]. Group 1: HuMI System Overview - HuMI integrates portable data collection and diverse skill learning for humanoid robots, allowing operators to teach robots complex tasks efficiently using simple tracking devices [1][8]. - The system addresses the challenges of low data collection efficiency and high operator experience requirements associated with traditional remote operation methods [5][21]. Group 2: Hardware Design - The hardware design includes portable wearable devices, allowing data collection in various environments without the need to transport heavy robots [9]. - Operators use two UMI handles equipped with fisheye GoPro cameras and five HTC Ultimate VIVE trackers to capture full-body motion data [9]. Group 3: Data Collection Techniques - HuMI provides real-time inverse kinematics (IK) previews to ensure that the actions performed by the operator are physically feasible for the robot [12]. - This feature allows operators to adjust their poses in real-time, ensuring the collected data is applicable for training the robot's control systems [12]. Group 4: Algorithm Architecture - The system employs a hierarchical control strategy that integrates planning and control modules to accomplish complex full-body tasks [14][16]. - The high-level planning strategy utilizes visual input from wrist cameras to plan keypoint trajectories, while the low-level control strategy is trained through reinforcement learning [20]. Group 5: Performance Validation - HuMI successfully executed five challenging full-body tasks, achieving over 75% success rates in tasks such as proposing (kneeling), drawing a sword, throwing toys, cleaning a table, and squatting to pick up objects [17]. - The system demonstrated excellent generalization capabilities, maintaining a 70% success rate in unfamiliar environments and with unseen objects [18]. Group 6: Efficiency Improvements - HuMI significantly enhances data collection efficiency, achieving three times the throughput of traditional methods, with the ability to collect 60 valid demonstration data points in just 15 minutes for specific tasks [19]. - The system allows for the collection of complex actions that traditional methods could not accommodate due to hardware limitations [19]. Group 7: Conclusion - HuMI's core value lies in breaking the dependency on physical robots for data collection, thereby lowering the barriers and costs associated with humanoid robot data acquisition while improving learning efficiency and supporting the development of more generalized skills [21].

Core Viewpoint - Faraday Future Intelligent Electric Inc. has successfully held a special shareholder meeting on February 13, 2026, where shareholders approved a proposal to increase the company's authorized share count, which will not immediately affect the actual issued shares [1] Group 1: Shareholder Meeting Outcomes - The special shareholder meeting resulted in the approval of a proposal to increase the authorized share count [1] - The increase in authorized shares is intended for reserve purposes and will not lead to an immediate increase in actual issued shares [1] Group 2: Product Development and Launch - The company has launched its first series of embodied intelligent robot products and has initiated non-refundable, non-binding paid reservations, with the first deliveries expected by the end of the month [1] - Faraday Future is advancing its robot business by preparing for mass production, customized development, testing validation, and AI data training [1] - The company aims to drive growth through its two core product categories: EAI vehicles and robots [1]