0:00 云迹科技创新事业部总经理 李志伟：现在酒店里都能看到送物机器人，如果没有，年轻人甚至还会感 觉不适应。我们通过自己的AI产品，在这个场景下更好地服务入住的客人。不单单是降本，更是因为 有更好的服务体验之后，能够更多帮酒店行业增效。 ...

机器人板块早盘局部活跃，截至午间收盘，昊志机电涨超5%，汇川技术、克来机电涨超2%。指数方面，国证机器人产业指数下跌0.1%，中证智能电动汽车 指数下跌0.4%，中证消费电子主题指数下跌1.5%，中证物联网主题指数下跌0.6%，机器人ETF易方达（159530）半日净申购达2800万份。 | 截至午间收盘 | 该指数 | 该指数自201 | | --- | --- | --- | | 该指数涨跌 | 滚动市盈率 | 发布以来估值 | | -0.6% | 32.5倍 | 46.7% | 每日经济新闻 | 截至午间收盘 | 该指数 该指数自202 | | --- | --- | | 该指数涨跌 | 滚动市盈率 发布以来估值: | | -1.5% | 57.0倍 94.8% | ...

（编辑 张明富） 本报讯 （记者袁传玺）天眼查App显示，近日，河南省众擎机器人有限公司成立，法定代表人为赵同阳，注册资本5000万 元，经营范围包括智能机器人的研发、智能机器人销售、工业机器人销售、工业机器人制造等，由深圳市众擎机器人科技有限 公司全资持股。 ...

机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工 业机器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏 中证机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 每日经济新闻 截至10:05，机器人ETF（562500）盘中微跌0.10%，在经历开盘初期的快速下探后，资金承接意愿 强烈，推动ETF迅速回升逼近翻红。持仓股方面，景业智能强势领涨超5%，晶品特装、巨轮智能涨超 2%，权重股汇川技术亦表现不俗。流动性方面，早盘仅30分钟成交额已达2.14亿元，交投持续活跃。 结合近期资金动向来看，该ETF在12月8日单日"吸金"超4.48亿元，当前回调或为配置资金提供了较好的 观察窗口。 消息方面，近日，通用类人灵巧操作具身智能机器人生产商中科硅纪宣布完成新一轮战略融资。本 轮融资由华控基金领投，南京创投、泰亚资本、北京未来科学城基金联合投资，京东集团、正大集团、 江苏省战新母基金等通过其投资的基金参与。 中信建投证券表示，巨头纷纷布局，首批科创创业机器人ETF集体上报，底部聚焦优质环节。近 ...

天眼查App显示，12月8日，吉尔福（杭州）智能机器人有限责任公司成立，法定代表人为国宁，注册 资本1亿人民币，经营范围包括服务消费机器人制造、智能机器人的研发、智能机器人销售、服务消费 机器人销售等。股东信息显示，该公司由铁流股份全资持股。 ...

研报称，目前美系人形机器人产业已由"技术展示"走向"实务验证"，核心竞争点从单纯的运动能力转移 至系统整合、场景落地。Tesla（特斯拉）、Boston Dynamics（波士顿动力）与Agility Robotics（敏捷机 器人）等整机厂商，将重心放在机器人长时间运作的稳定性、能源效率与AI模型的即时推理能力。 TrendForce集邦咨询预期，2026年将成为"场景切入"的分水岭，美系业者能否在制造、物流乃至居家服 务找到可持续的应用模式，将成为产品由研发走向大规模商业部署的关键。 来源：环球网 【环球网科技综合报道】12月10日消息，据市场调查机构TrendForce集邦咨询最新研报预估，2026年将 是人形机器人迈向商用化的关键年，全球出货量可望突破5万台，年增逾700%。 中国人形机器人产业则呈现"场景多元""价格分层"特征，Unitree（宇树科技）与AgiBot（智元机器人） 等厂商持续以低价产品推动大规模试点，试图打造消费级市场基础；Fourier（傅利叶）锁定康养、陪伴 应用，以情感交互与医疗经验构筑差异化；UBTECH（优必选）凭借庞大资本，深入汽车制造场景。 TrendForce集邦咨 ...

| | | 以下数据出自年度审计报告 | | | | --- | --- | --- | --- | --- | | | | 营业收入 | 利润总额 | 净利润 | | | 2024 年度 | 265.130000 | -12.490000 | -12.260000 | | H | | 资产总额 | 负债总额 | 所有者权益 | | )·예 财 | | 2636.550000 | 248.820000 | 2387.740000 | | 务 | 审计机构 | 青岛溪边树会计师事务所 (普通合伙) | | | | 指 标 | | 以下数据出自标的企业财务报表 | | | | (万元) | 报表日期 | 营业收入 | 利润总额 | 净利润 | | | 2025-05-31 | 997.880000 | -277.130000 | -277.130000 | | | 报表类型 | 资产总额 | 负债总额 | 所有者权益 | | | 月报 | 3004.240000 | 893.640000 | 2110.610000 | 12月8日，青岛高科产业发展有限公司（简称"青岛科发"）发布公告，将乐聚智家（青岛）机器人技术 ...

天眼查App显示，12月9日，常州新泉智能机器人有限公司成立，法定代表人为唐志华，注册资本1亿人 民币，经营范围包括智能机器人的研发、工业机器人制造、人工智能行业应用系统集成服务、人工智能 基础软件开发等。股东信息显示，该公司由新泉股份全资持股。 ...

Core Insights - The article highlights the recent completion of a new financing round of 1 billion yuan by Shenzhen Zhongqing Robot Technology Co., Ltd. (Zhongqing Robot), positioning it as one of the hottest humanoid robot startups in China for 2025 [2][3][4] - The financing round is strategically aligned with the launch of their new humanoid robot, the Zhongqing T800, which is expected to enhance the company's market presence and technological capabilities [7][19] Financing Overview - Zhongqing Robot has successfully completed a total of 5 financing rounds this year, accumulating over 2 billion yuan in total financing since its inception [5] - The latest financing round includes participation from both existing and new investors, such as Huangpujiang Capital and Henan Investment Group, indicating strong market confidence [2][4] Product Launch - The Zhongqing T800 humanoid robot was launched on December 2, featuring various configurations with a starting price of 180,000 yuan [5] - The T800 is designed for diverse applications, including industrial collaboration and service, and boasts a height of 1.73m and a weight of 75kg, with a battery life of 4-5 hours [5][19] Market Positioning - Zhongqing Robot is positioned as a leading player in the humanoid robot sector, leveraging its advanced technology and product offerings to compete with other notable companies like Yushutech [8][22] - The company aims to establish a "technology-product-capital" cycle to drive growth and innovation in the humanoid robotics market [7] Team and Expertise - The founding team of Zhongqing Robot consists of experienced professionals from the robotics field, including former members of Xiaopeng Motors' robotics division [8][14] - The company has developed comprehensive in-house capabilities across various technical domains, including control algorithms and hardware components, making it one of the few companies with high-performance joint development capabilities [15] Commercialization Strategy - Zhongqing Robot has formed strategic partnerships with leading industry players such as NVIDIA and Amazon to enhance its market reach and application scenarios [19] - The company is focused on scaling the production and application of its humanoid robots across various sectors, including education, logistics, and public safety [19][21] Industry Context - The article discusses the competitive landscape of humanoid robotics, highlighting the distinction between "hardware-focused" companies like Zhongqing Robot and "software-focused" companies that prioritize AI capabilities [22] - The ongoing debate in the industry revolves around the balance between physical capabilities and intelligent functionalities in humanoid robots, which will influence future commercialization efforts [23]

Core Insights - The article discusses the rising adoption of intelligent automation in manufacturing, highlighting key robotics stocks that represent different areas of innovation [2][5]. Group 1: Company Analysis - **Symbotic**: This company focuses on automating warehouse operations with robotics that manage inbound shipments, storage, picking, and outbound logistics. Symbotic's systems are designed for controlled environments, making automation accessible to smaller companies. The stock is noted for its volatility, presenting potential buying opportunities [3][5]. - **Alphabet**: As the parent company of Google, Alphabet is developing the AI infrastructure for the next generation of robotics applications through its subsidiaries Gemini Robotics and DeepMind. The company is working on AI models that enable robots to autonomously reason, plan, and act, which could lead to significant long-term revenue potential [4][5]. - **Hyundai Motors**: While not detailed extensively in the article, Hyundai is mentioned as a key player in the robotics sector, indicating its involvement in industrial-scale deployment of robotics technology [5]. Group 2: Market Dynamics - The robotics investment landscape includes warehouse automation, AI robotics software, and industrial robotics, each with distinct market dynamics. The article emphasizes the different time horizons and revenue potentials associated with the highlighted companies: Symbotic for near-term revenue, Alphabet for long-term AI growth, and Hyundai for industrial-scale applications [5][6]. - The autonomous vehicle unit Waymo, under Alphabet, is also noted for its investments in robotic mobility, a sector projected to be worth trillions in the long term, with estimates suggesting Waymo could become a trillion-dollar company [6].