In a video posted to Instagram, EngineAI CEO Zhao Tongyang geared up in leg, stomach, and head pads. Workers taunted him, asking if he was nervous. The company's T800 robot then appeared to kick Tongyang in the stomach, and he can be seen falling to the ground."Too violent!" Tongyang said in a translation. "Too brutal!" The video featuring its CEO came after EngineAI posted a separate video of its humanoid robot doing kicks and flips. Online skeptics made accusations that the bot in the video was CGI, so ...

Core Viewpoint - The strategic cooperation between Xianheng International and Hangzhou Yunshechu Technology marks a significant step in the development of quadruped robot applications, aiming to enhance the scalability of robotic technology in various industries such as energy, emergency response, and transportation [1] Group 1 - Xianheng International (605056) and Hangzhou Yunshechu Technology have entered into a strategic partnership [1] - The collaboration focuses on the application development of quadruped robots [1] - The partnership aims to promote the large-scale application of robotic technology across multiple sectors [1]

Core Insights - Serve Robotics Inc. (SERV) has seen a significant stock increase of 27.6% over the past month, outperforming the Zacks Computers – IT Services industry, the broader technology sector, and the S&P 500, driven by optimism around autonomous delivery and potential U.S. government support for robotics [1][4][21] Company Performance - The company has deployed over 1,000 robots, aiming to reach 2,000 by the end of 2025, which is expected to enhance network efficiency and operational learning [7][10] - Delivery volume has increased by 66% sequentially and over 300% year-over-year, with revenue rising 209% from the previous year [8][9] - The company has expanded its coverage to over 3,600 locations across major U.S. cities, significantly increasing its market reach [9] Strategic Partnerships and Market Position - Serve Robotics has integrated with major food delivery platforms, Uber and DoorDash, which together account for over 80% of U.S. delivery demand, enhancing robot utilization [12] - The acquisition of Vayu Robotics is expected to strengthen Serve's AI capabilities and reduce long-term data infrastructure costs, creating a "physical AI flywheel" effect [13] Financial Metrics and Challenges - Despite the growth, the company reported a GAAP net loss of $33 million in Q3 2025, with a total loss of $67 million for the first nine months of 2025 [16] - The current valuation stands at approximately 46.7X forward 12-month sales, which is high given the expected revenue base of only $2.5 million in 2025 [19] - Analysts have revised loss estimates for 2025 and 2026, indicating a widening of expected losses despite strong revenue growth projections [20] Future Outlook - The company maintains a strong liquidity position with $210 million in cash and marketable securities, allowing for continued expansion without immediate profitability pressure [15] - While the long-term vision of a nationwide robot logistics network appears achievable, the near-term outlook is complicated by widening losses and high valuation multiples [21]

Core Insights - Kraken Robotics Inc. successfully demonstrated its KATFISH Unmanned Surface Vessel Launch and Recovery System (USV-LARS) integrated with TKMS ATLAS UK's ARCIMS USV, marking a significant advancement in autonomous maritime survey technology [1][3][4] Company Overview - Kraken Robotics is focused on transforming subsea intelligence through advanced imaging sensors, power solutions, and robotic systems, enabling clients to address oceanic challenges efficiently and sustainably [8][9] Technology and Capabilities - The KATFISH system is capable of collecting high-resolution synthetic aperture sonar (SAS) data at a range of up to 200 meters per side and a depth of 300 meters, with real-time data streamed at a resolution of 3 cm x 3 cm [5][6] - The USV-LARS system allows for the safe and autonomous launch and recovery of KATFISH from small naval platforms, enhancing their operational capabilities and acting as force multipliers [2][3] Operational Demonstration - The demonstration took place off the coast of Portland, UK, where the ARCIMS USV autonomously navigated and executed missions while KATFISH collected high-resolution SAS and bathymetric surveys in shallow waters [4][6] - Data collected during the demonstration was live-streamed via satellite to a command center, allowing for real-time contact classification by operators [4] Industry Impact - This integration represents a major step in providing agile, modular, and cost-effective mine countermeasure capabilities for modern naval operations, enabling faster and more efficient deployment of advanced technologies [3][5]

图片来源：乐动机器人招股书 华科大走出的连续创业者：曾因商业秘密纠纷被带走调查 普通消费者对这家公司的名字可能有些陌生，但公司产品早已深入千家万户。全球超过600万台的扫地 机器人、服务机器人乃至新兴的割草机器人，用以感知环境的"眼睛"，正是由乐动机器人所提供。 然而，亮眼的业绩背后亦有隐忧。《每日经济新闻》记者梳理发现：一方面，公司核心的视觉感知技术 正面临下游巨头自研与行业价格战的双重挤压；另一方面，公司将未来增长押注于尚在萌芽期的智能割 草机器人业务。更富戏剧性的是，公司创始人周伟曾因与前公司的商业秘密纠纷被警方带走调查，这段 险些改写其命运的创业往事，在招股书中已被悄然隐去。 要讲乐动机器人的故事，绕不开公司创始人周伟的母校——位于武汉的985工科强校华中科技大学。 公开资料显示，周伟，1986年出生于湖北襄阳，2004年考入华中科技大学机械学院。大学期间，他便对 机器人产生了浓厚兴趣，大二加入校机器人俱乐部，开始参加各类比赛。 深圳南山"机器人大军"中，又有一家公司要IPO（首次公开募股）了。 据港交所12月1日消息，深圳乐动机器人股份有限公司（以下简称"乐动机器人"）已向主板提交上市申 请，联席保 ...

现场还宣读了《关于批准成立江苏省具身智能机器人标准化技术委员会的批复》，为江苏省具身智能机器人标准化技术委员会秘书处承担单位授印，并为 主任委员等颁发证书。来自苏州大学、上海机器人产业技术研究院、苏州职业技术大学、中国信息通信研究院人工智能研究所、埃斯顿酷卓科技有限公 司、天奇股份（002009）等单位的专家围绕具身智能技术前沿、产业实践、人才培养、标准建设、数据驱动等作主题报告。 校对潘政 据悉，南京拥有较好的工业机器人、软件产业基础以及省内较多的高校院所，埃斯顿酷卓、蔚蓝科技、南京天创等具备较大发展潜力。苏州在具身智能机 器人整机及关键零部件领域拥有魔法原子、绿的谐波等优势企业，吴中区是全省首批未来产业(人形机器人)先行集聚发展试点，已发布多款人形机器人。 无锡近几年引进和培育了优奇智能、软通天擎、巨蟹智能等行业领先的整机及零部件企业，正加快建设多个人形机器人产业园。常州集聚了鼎智科技、坤 维科技、富兴电机等成长性较强的关键零部件制造企业。 江苏省工信厅相关负责人表示，将以更大力度推进产业规划、短板攻关、平台建设、推广应用、产业活动等工作，指导联盟在促进产业对接、打响活动品 牌、做好人才和金融服务、推进标 ...

会前，与会人员共同参观了中联重科人形机器人训练场及挖掘机智能生产线。据悉，日前，中联重科入选工业和信息化部首批领航级智能工厂名单，系湖南 省唯一上榜企业。（罗定康 李娜） 编辑：赵鼎 图为湖南省属国企"争创一流 对标学习"现场交流会现场（主办方供图） 会议当天还同步举行了湖南国资国企人形机器人产业发展战略合作协议签约仪式，中科云谷、湖南高速集团、湖南农业集团等12家企业共同签约。本次签约 是省属国企践行"人工智能+"行动方案、推动人形机器人产业发展的重要成果。下一步，各省属国企将以本次签约为契机，进一步强化合作，打造更多应用 场景，推动人形机器人产业落实落地。 湖南省国资委党委书记、主任肖文伟表示，世界一流企业是国家经济实力、科技实力、国际竞争力的重要体现，省属国企争创一流、开展对标学习意义重 大。全省国资国企系统要大力弘扬企业家精神，树立争创一流的雄心、决心、信心、恒心与耐心，敢想敢干、大胆作为，不断提升企业治理能力和治理水 平，推动省属国有企业实现新跨越、迈上新台阶，为加快实现"三高四新"美好蓝图作出更大贡献。 转自：新华财经 12月9日，湖南省属国企"争创一流 对标学习"现场交流会在中联重科智慧产业城顺 ...

还在为具身智能领域的硬件选择发愁吗？ 重构你的时间：从"硬件调试"回归"算法思考" "买了机械臂，却卡在调试第一步"？要么工具链残缺，要么仿真和真机脱节，遇到问题没人管 —— 实战哪 经得起这么折腾！ 没有 Imeta-Y1 之前，你的具身科研实战可能是： 70%的时间在调试硬件通信和校准传感器；在仿真和真机之间手动移植代码，痛苦适配；算法迭代一次， 需要数天才能看到真实效果。 而拥有 Imeta-Y1 之后，你的工作流将变为： 在Gazebo中快速仿真验证算法逻辑；一键将验证好的程序部署至真机，进行精细化调优；利用全流程工具 链，高效完成从"灵感"到"物理动作"的多次迭代。 我们重新定义了"轻量级"：不仅是物理结构的轻巧，更是你研发负担的"轻盈"。 面向具身科研领域打造的轻量级高性价比机械臂 太贵的机械臂买不起，太便宜的又难用、难上手？ 别担心，Imeta-Y1 来了——这是一款专为新手和科研初学者设计的轻量级高性价比机械臂。 无论你是学生、教育工作者，还是刚踏入机器人领域的开发者，Imeta-Y1 都能帮你低成本、高效率地完成 算法验证与项目开发。 对小白尤其友好的是： ✅ 提供全流程开源工具链+代码示例 ...

Group 1 - Tesla's Optimus showcased jogging capabilities with a speed of 2-2.5 m/s, significantly improving stability and reinforcing mass production expectations for 2026 [1] - Tencent released the Hunyuan 2.0 model with 406 billion parameters and 256K context, leading in mathematical and coding capabilities domestically, integrating with DeepSeek V3.2 to empower enterprise and consumer applications [1] - Huawei launched the industrial software domain model "Zhihui Xuzhu" at the Greater Bay Area Science Forum, focusing on industrial design and simulation to enhance R&D efficiency and domestic substitution capabilities [1] - Beijing established the world's first national humanoid robot training and competition base, creating an innovation park in the Olympic Center area to support technology validation and standard construction for humanoid robots [1] - Cao Cao Mobility partnered with Yujian Technology to integrate the Yujian Atom humanoid robot into the Robotaxi scenario in Hangzhou, completing multiple scene validations including navigation and unmanned operation [1] Group 2 - Nvidia open-sourced the core autonomous driving model Alpamayo - R1, enhancing AI inference efficiency and generalization capabilities while lowering R&D barriers in the industry [4] - The AI traffic police robot "Hangxing No. 1" officially commenced operations in Hangzhou, executing traffic management and information exchange tasks to support smart traffic management implementation [4] - Mistral AI launched the Mistral 3 series, a new generation of open models under the Apache 2.0 license, balancing performance and open-source ecosystem to strengthen European AI competitiveness [4] - Youai Zhihui introduced the dual-arm collaborative inspection robot "Junyi," the world's first of its kind, which has been deployed in high-risk inspections at the 220 kV substation of Southern Power Grid, enhancing automation and safety in power operations [4] - Chinese companies dominated the Japan International Robot Exhibition, with humanoid robots accounting for over half of the exhibits, showcasing domestic technology and overseas capabilities [4] - The industry is evolving towards deeper technology, improved standards, and practical applications, driven by policies and innovation, with the future industrialization process expected to accelerate [4]

"人形机器人行业的泡沫主要积聚在'技术概念'与'估值'的错配上。"庚辛资本创始人张家康在接受新京 报贝壳财经记者采访时坦言。 随着宇树机器人春晚表演的出圈，具身智能进一步受到市场关注、资本热捧，人形机器人似乎在一夜之 间从科幻走进现实，但热潮之下，"断层"也逐渐显现——企业估值在资本助推下快速攀升，而核心技术 突破、商业化应用的进程却相对滞后。 人才流动也随之加速。许多从业者从自动驾驶、传统机器人、互联网等领域转向具身智能。地方政府亦 成为重要推手。多地建设"人形机器人创新中心"，通过政策扶持、场景开放、采购支持等方式培育本地 企业。北京、上海、深圳等地已形成产业集聚效应。 近期，国家发展改革委政策研究室副主任李超在新闻发布会上表示，"速度"与"泡沫"一直是前沿产业发 展过程中需要把握和平衡的问题，这对于具身智能产业来讲，也是一样的。其介绍，我国目前已有超过 150家人形机器人企业，其中半数以上为初创或"跨行"入局。 "这对鼓励创新来讲是一件好事，但也要着力防范重复度高的产品'扎堆'上市、研发空间被压缩等风 险。"李超表示。 在多位从业者与投资人眼中，具身智能作为当前的热点赛道，资本关注高、融资活跃属于正常现 ...