2026年春节前夕，乐聚"夸父"机器人展厅版3.0发布，从全球首款5G-A人形机器人火炬手到西班牙国 王现场点赞，从-20℃亚冬会击掌到荣耀全球旗舰店"入职"，夸父的迭代路径清晰指向一个行业命题： 人形机器人如何在服务场景中真正实现"好用、易用、马上用"？ 机器人在展厅的核心价值，远不止于替代传统导览设备，更在于重塑访客与空间的互动关系。夸父3.0 的接待能力升级，正是围绕 身份识别与节奏让渡 两条主线展开。 身份识别： 从"千人一面"到"一人一策"。 毫秒级人脸识别破解了公共服务长期以来的"一视同仁"困 局。尊贵访客无需主动报备、无需人工核验，入口瞬间即被机器人"记住"，专属欢迎语与定制化路线 同步生成。这项能力的产业意义，不在于"认出谁"，而在于让专属感在无感中发生——服务从流水线 模式跃迁至个人化响应。 节奏让渡： 从"人跟机走"到"机随人动"。 夸父3.0提供两种导览模式，将参观主导权完全交还访客。 自主导览模式下，机器人领路在前，访客跟随参观，高效覆盖展线动能；跟随模式下，机器人退至身侧 1米内自动伴行，访客可随意驻足、折返、细看，参观节奏由人全权把控。传统导览中因被动跟随机器 而产生的"掉队焦虑" ...

智通财经APP获悉，2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果， 其中卧安机器人(06600)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3 月9日(星期一)起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，卧安机器人 有可能被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 近期，卧安机器人正式发布人形具身智能机器人onero。据了解，卧安机器人此次CES全球首发的onero 家庭保姆机器人，是专门为真实家庭场景打造的人形具身智能机器人。onero以VLA(视觉-语言-动作)模 型为核心，深度融合多模态感知、理解与动作生成能力，能看懂环境、理解环境，完成洗衣、洗碗、做 饭、收纳等繁琐家务。此外，1月10日，全球首家机器人网球训练场——深圳宝安超网中心"云馆"正式 开启试运行，卧安机器人旗下全球首款AI网球机器人Acemate重磅入驻，给运动爱好者提供随时可以陪 练的机器人运动搭子。 ...

Group 1 - The event "AI in Haidian for the New Year" will take place from February 19 to 23, featuring various AI elements and humanoid robots interacting with the public [2][6] - The event will showcase a variety of performances, including a lion dance by robots and a traditional dance with children, highlighting the fusion of culture and technology [4][6] - This year's robot soccer competition has been upgraded from 2V2 to 3V3, featuring fully autonomous AI decision-making and the addition of a penalty shootout [6][8] Group 2 - The event aims to demonstrate the strength of AI companies in Haidian, as the district is focused on becoming a global hub for artificial intelligence [8] - A total of 70 companies will present over 150 exhibits, with 65 companies from Beijing and 57 from Haidian participating [6][8] - The main venue will be at Wukesong Wanda Plaza, with additional locations at Haidian Joy City and Zhongguancun Grand Mall, and the event will be free for the public [8]

Core Insights - Shenzhen has over 74,000 companies related to the robotics industry, creating a vibrant ecosystem that integrates new information technology with advanced manufacturing [1] - The city is transforming from an electronics manufacturing hub to a global center for robotics innovation, supported by a comprehensive industrial system that spans from core components to application scenarios [2][3] Industry Overview - Shenzhen's robotics industry includes leading companies such as UBTECH, Yujian Technology, and others, with a full supply chain covering upstream components, midstream manufacturing, and downstream applications [2] - The industry has shown strong growth, with a reported increase in value added to the robotics sector reaching 5.559 billion yuan, a year-on-year growth of 31.4% in the first three quarters of 2025 [3] Government Initiatives - The establishment of the first AI (robotics) bureau in Longgang District aims to break down departmental barriers and streamline support for the robotics industry [4] - Shenzhen has implemented a policy framework that includes financial support for AI model training and data procurement, addressing high R&D costs and encouraging innovation [4] Ecosystem Development - The "Robot Valley" in Nanshan District is emerging as a key area for robotics innovation, supported by a strong network of universities and research institutions [2][5] - The integration of various sectors, including automotive and robotics, is being promoted to enhance innovation and application in the industry [5][6] Future Goals - Shenzhen aims to achieve an industry scale of over 100 billion yuan by 2027, focusing on key technology areas such as high-energy-density micro motors and multi-modal sensors [6] - The city is positioned as a model for industrial transformation and innovation, providing insights for broader industry development [6]

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。 整个过程，Atom需要在十几秒内，连贯完成识别顾客、取杯、装填、识别满杯状态、平稳放置递送等 一系列动作，并能应对现场各种干扰。 在行业普遍追逐高大全的落地场景之下，走进电影院卖爆米花，隐藏着越疆怎样的技术逻辑与商业考 量？ 谢凯旋谈到， 攻克专用场景的思路，其实更有助于机器人在可控范围内完成技术闭环验证，全面检验 机器人从感知、推理到执行的智能系统实战能力，为规模化落地探路。 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 ...

Core Viewpoint - Li Auto has established a new humanoid robot department, appointing Zhan Yifei, a senior algorithm expert from the autonomous driving team, as the head, indicating a strategic shift towards robotics following advancements in autonomous driving technology [4][6]. Group 1: Organizational Changes - Zhan Yifei will oversee the research and product development of the humanoid robot department, while the previous head, Lang Xianpeng, will be leaving the company [6]. - The new humanoid robot team has begun to establish its software and hardware technology since its formation in January [4][6]. - The restructuring of the autonomous driving department involved splitting it and merging parts with the intelligent space department, leading to the creation of the humanoid robot department [7]. Group 2: Technological Expertise - Zhan Yifei has a background in key technologies such as BEV (Bird's Eye View) algorithms and world model algorithms, which are crucial for autonomous driving systems [6]. - The BEV algorithm, which converts multiple camera images into a unified bird's-eye view, has been pivotal in advancing Li Auto's autonomous driving capabilities [6]. - The world model approach enhances AI's understanding and prediction of physical world dynamics, improving decision-making capabilities in autonomous systems [6]. Group 3: Strategic Direction - Li Auto's CEO, Li Xiang, has emphasized that embodied intelligence is a significant direction for AI development, with humanoid robots expected to be a major product form following smart vehicles [6]. - The company aims to leverage its accumulated algorithm capabilities, data assets, and engineering experience from autonomous driving to the humanoid robot sector [7]. - The transition to humanoid robotics aligns with the company's long-term vision of integrating advanced AI technologies into various product forms [6][7].

如今，越疆正推动机器人从替代重复劳动的"工具"，进化为能够理解、适应并与人类协同的"智能体"。 （文章来源：21世纪经济报道） 春节前夕，越疆第三批全尺寸工业人形机器人Atom不仅出现在电影院爆米花窗口，还正式启动量产交 付，开始奔赴产业前线。 数据显示，Atom单日可全自主工作14小时，完成超1000杯爆米花制作，表现高效稳定，验证了人形机 器人在商圈影院消费场景中的产业化落地能力。 ...

Core Viewpoint - Zelos is leveraging Alibaba's artificial intelligence capabilities and logistics network to enhance its technology and gain a competitive edge in the industry [1] Group 1 - The industry focus is primarily on achieving profitability, while Zelos is adopting a different strategy by utilizing advanced technologies [1]

一名小男孩在店员指导下，通过手柄操控，让机器狗做出招手、倒立等动作；还有人形机器人便利店店 员为人们拿取零食饮料……类似的互动每天都在上演。 光谷人形机器人7S店的店长胡龙丹介绍，7S店是在传统4S店包含的销售、配件、售后、信息反馈服务 的基础上，增加解决方案、展示、培训三项服务。 比如，演出活动就是"一条龙"服务，专业操作员会提前编排好打鼓、跳舞等动作，将指令"传授"给机器 人，在台下助力机器人表演多种才艺。 "临近春节，很多地方希望在春节演出活动中加入科技元素，店里的机器人租赁业务火爆。同时，每天 都有数百名消费者到店进行交互体验，人形机器人研学活动已举办三期，每期都有80多名学生参 加。"胡龙丹告诉中国证券报记者，由于人形机器人租赁和体验服务需求旺盛，门店自2025年11月开业 至今，营业额已经超过60万元。 从人形机器人上春晚，到人形机器人运动会举办，再到商圈开设机器人交互体验门店，人形机器人从实 验室跑进赛场、走进生活，和消费者的距离更近了。 在湖北武汉的光谷人形机器人7S店，带着黄鹤楼图案印记的人形机器人手执毛笔，挥毫书写"福"字。展 示台上，一排机器人整装待发，等待着前往春节展演活动，一秀舞姿。 ...

消息面上，2月4日，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，并开始投入到全球 产业一线应用。此次量产交付的是越疆身高165cm的全尺寸人形机器人ATO。据悉，这不仅是越疆开启 2026大规模交付目标节点，更意味着其人形机器人加速迈入规模化场景应用的全新阶段。 值得注意的是，2025年年底，越疆公司董事会宣布，为推动业务发展、增强其整体竞争力，并确保达成 运营目标及长远发展策略，公司已决定启动首次公开发行人民币普通股及于深圳证券交易所上市计划。 董事会已议决及批准开始有关建议A股上市的相关工作。就建议A股上市而言，公司已委聘上市前辅导 机构，并已提交A股上市前辅导的登记申请。 越疆 分时图 日K线 周K线 月K线 39.00 2.12 5.75% 8.30% 5.53% 2.77% 0.00% 2.77% 5.53% 8.30% 33.82 34.84 35.86 36.88 37.90 38.92 39.94 09:30 10:30 12:00/13:00 14:00 16:10 200 7万 15万 22万 越疆(02432)午前涨超8%，截至发稿，涨7.1%，报39.5港元，成交额1.6 ...