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智汇具身 创领未来
Ren Min Ri Bao· 2025-12-08 20:36
12月4日,"智汇具身创领未来:具身智能技术创新与场景应用对接会"在北京举办。对接会由科学技术 部新质生产力促进中心联合北京市科学技术委员会、中关村科技园区管理委员会主办,场景创新杂志 社、中关村科技园区朝阳园管理委员会承办。来自具身智能领域政产学研用各方代表近200人齐聚一 堂,围绕技术创新突破、场景深度适配、产业生态构建等议题开展交流对接,共商具身智能产业高质量 发展路径。 对接会期间,中国工程院院士、机器人技术与智能控制专家王耀南,清华大学自动化系教授、博士生导 师宋士吉,北京人形机器人创新中心(国地共建具身智能机器人创新中心)副总裁王海华发表主题演讲, 深度解读具身智能领域前沿技术趋势和最新研究成果。在案例展示分享环节,7个经专家遴选的优质案 例集中亮相,涵盖工业制造、现代农业、养老健康、安全应急等领域,通过PPT演示、视频展示等形 式,直观呈现具身智能在真实场景中的创新应用。现场专家从技术创新性、成效显著性、示范推广性、 场景适配度等维度进行点评,为案例优化提出针对性建议,助力技术成果加速转化。此外,还有20余家 具身智能企业带来的一体化理疗床、助行机器人等实物进行现场演示。 科学技术部新质生产力促 ...
Nvidia, SoftBank Target 'Robot Brain' Maker In Potential $14 Billion Deal
Benzinga· 2025-12-08 19:05
Core Insights - SoftBank Group and NVIDIA are negotiating to invest over $1 billion in Skild AI, potentially valuing the company at approximately $14 billion, indicating a growing interest in the robotics AI sector [1][2] - If the funding round is successful, Skild AI's valuation would nearly triple from $4.7 billion, which it achieved earlier this year during a $500 million Series B round [2] - Skild AI, founded in 2023 by former Meta AI researchers, aims to create universal software that serves as a central "brain" for robots, enhancing their perception and decision-making capabilities [3] Company Developments - SoftBank's CEO Masayoshi Son emphasizes robotics as a key part of the company's long-term strategy, highlighted by the recent acquisition of ABB's robotics business for $5.4 billion [4] - The U.S. Department of Commerce is focusing on robotics and advanced manufacturing to enhance domestic production capabilities, which has led to a surge in robotics stock prices [5] Industry Trends - The Trump administration is reportedly planning to issue an executive order to accelerate growth in the robotics sector, reflecting a broader governmental interest in advancing AI and critical technologies [5][6] - Lawmakers are increasing their focus on robotics, with new proposals being advanced to support the sector, indicating a strategic push to compete in AI and other essential technologies [6]
Is a Short Squeeze Brewing in iRobot Stock?
Yahoo Finance· 2025-12-08 17:41
Core Viewpoint - iRobot's stock has experienced significant volatility, influenced by government support for the domestic robot industry and a high short-sell ratio, making it a stock to watch this week [1][2]. Company Overview - iRobot, based in Bedford, Massachusetts, specializes in household robotics, producing brands like Roomba and Braava, which perform various cleaning tasks [3]. - The company has a market capitalization of $117 million [3]. Stock Performance - iRobot's stock has declined 55% year-to-date, significantly underperforming major indices like the S&P 500, which is up 16%, and the Nasdaq 100, which is up 22% [4]. - The stock saw a notable increase of 21% on a recent Friday, followed by a 9% rise in pre-market trading on Monday, before dipping about 5% in early trading [1]. Valuation Metrics - The price-to-earnings (P/E) ratio for iRobot is currently below 4, a significant drop from over 40 earlier in 2023, and well below the five-year mean of 31.2 [5]. Financial Performance - In the third quarter, iRobot reported revenue of $145.8 million, down from $193.4 million in the same quarter the previous year [6]. - The company posted an operating loss of $17.7 million, compared to a profit of $7.3 million a year ago, with a loss per share of $0.62, slightly better than analysts' expectations of a loss of $0.65 per share [6].
OneRobotics (Shenzhen) Co., Ltd. (formerly known as Switchbot (Shenzhen) Co., Ltd.)(06600) - Application Proof (1st submission)
2025-12-08 16:00
The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of OneRobotics (Shenzhen) Co., Ltd. 臥 安 機 器 人( 深 圳 )股 份 有 限 公 司 (the ''Company'') (A joint stock company incorporated ...
OneRobotics (Shenzhen) Co., Ltd. (formerly known as Switchbot (Shenzhen) Co., Ltd.)(06600) - OC Announcement - Appointment
2025-12-08 16:00
–1– (a) the publication of this announcement on the Stock Exchange's website does not give rise to any obligation of the Company, its joint sponsors, sponsor-overall coordinators, advisers or members of the underwriting syndicate to proceed with an offering or a placing in Hong Kong or any other jurisdiction. There is no assurance that the Company will proceed with the offering or the placing; (b) the application to which this announcement relates has not been approved for listing and the Stock Exchange and ...
5 Robotics Stocks Catching Momentum After New Policy Tailwinds
Yahoo Finance· 2025-12-08 15:47
Core Insights - Tesla is positioning itself at the forefront of humanoid robotics with its Optimus project, which Elon Musk claims could be the "most valuable product ever" and aims for mass production by late 2025 at a cost of $20,000 to $30,000 [1][7] - Following a report on the potential acceleration of robotics development in the U.S., Tesla's stock rose nearly 6%, pushing its market cap to approximately $1.5 trillion, with a bullish consolidation pattern forming [2][5] - The robotics sector saw significant investment momentum, indicating early positioning by investors for a potential robotics renaissance, with various companies poised to benefit [4][6] Tesla and Optimus - Tesla's Optimus project leverages its existing AI infrastructure and manufacturing capabilities, aiming to create a future of "sustainable abundance" [1][7] - The strong market reaction to Tesla's robotics ambitions reflects investor confidence in the company's commitment to humanoid robotics as a core business segment [7] Market Dynamics - A Politico report about a potential executive order from President Trump to accelerate robotics development sparked a rally in robotics stocks, indicating a favorable policy environment [5][20] - The surge in robotics stocks included both small-cap and large-cap companies, with high short-interest stocks experiencing the most significant price movements [6][20] Company Performances - Richtech Robotics, a small-cap company focused on service automation, saw its stock rise over 25% despite lacking profitability, driven by sector momentum [8][9] - Serve Robotics, specializing in autonomous delivery robots, rallied more than 30% and has a significant short interest, which could lead to further volatility [11][13] - Teradyne, a stable and profitable player in the robotics space, reported a 10.3% increase in stock price and strong Q3 results, reinforcing its position as a credible investment in robotics [14][15][16] - iRobot, despite facing significant challenges, experienced a 133% surge due to a short squeeze, highlighting the volatility potential in the robotics sector [17][18][19] Future Outlook - The recent surge in robotics stocks suggests a strong market interest in the sector, with companies like Tesla and Teradyne likely to lead if the trend continues [20][21] - The divergence in company performances indicates varying risk and reward profiles within the robotics investment landscape, with both speculative and stable options available for investors [20][21]
全球机器人_2026 人形与四足机器人展望_中国在产量上领先,特斯拉份额存疑;重点看好核心业务增长明确的企业
2025-12-08 15:36
Global Robotics Global Markets Research EQUITY: TECHNOLOGY 2026 humanoid and quadruped robots outlook China leads on volume, Tesla share uncertain; selectively positive on names with visible growth in core business Tesla Optimus 2026F: 60–80k units with uncertainties around supply chain share The global market for humanoid robots and quadruped robots remains in nascent stages, with mass production timelines progressing more slowly than initial projections amid persistent supply chain complexities and techno ...
赴港IPO排起长龙,乐动机器人重走来时路
21世纪经济报道记者 赵云帆 报道 虽然2025年被称为人形机器人量产元年,但机器人赛道在资本市场上热度却一直阴晴不定,且冷热不 均。 12月1日,深圳机器视觉企业乐动机器人更新了其在港交所的招股书。在此之前,乐动机器人于今年5月 30日便首次提交招股书。直至11月30日,公司招股书因披露满半年而逾期失效,公司方面也不得不更新 招股书,拉长了冲刺上市进程。 业内人士告诉记者,今年以来,已经有数家头部机器人本体和相关产业链企业成功登陆港股,成功先例 吸引后来者趋之若鹜,以致等待登陆港股的科技企业已然排起长龙,备案和预备递交招股书的企业亦不 在少数,港交所推进进度已经趋慢。 持续减亏 招股书显示,乐动机器人成立于2017年,是一家以感知智能为基础的全栈式智能机器人公司,专注于提 供以视觉感知为核心的智能机器人基础设施并赋能于各类机器人应用场景,同时提供适合新兴应用场景 的视觉感知产品及整机智能机器人产品。 对于亏损,乐动机器人称,报告期内产生净亏损的主要原因是公司处于业务爬坡阶段,在此阶段公司专 注于产品创新、技术改进及扩大量产规模,且预计将于短期内继续产生经营亏损,因为投入研发、拓展 全球业务并就公司的快速增长 ...
AIBotics Ushers in a New Era as Intelligent Service Robotics Arrive in Tel Aviv, Redefining Human-Machine Interaction
Globenewswire· 2025-12-08 13:30
MIAMI, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Aibotics, Inc. (OTC: AIBT) (“AIBotics” or the “Company”), a developer and integrator of AI- and robotics-enhanced technologies and a subsidiary of Ehave, Inc. (OTC: EHVVF), today announced the arrival of the first shipment of service robots from KEENON Robotics in Tel Aviv, Israel. This initial shipment of service robots marked the Company's official entry into the Middle East market. AIBotics began delivery of the robots on Dec. 7, 2025, with deployment following im ...
「灵生科技」完成亿元融资,系清华系具身智能机器人公司
3 6 Ke· 2025-12-08 12:49
灵生科技创始人杨洪兵表示:技术驱动的新质生产力竞争,不仅是前沿技术的竞争,也考验企业商业化场景落地的能力。灵生科技将持续深耕 智能制造、无人零售、商业服务等领域,通过技术迭代与生态开放,让具身智能终端真正成为赋能实体经济的新质生产力工具。 上市公司宁波方正董事长方永杰表示:我们看好灵生科技在人形机器人"智慧大脑"的领先地位。当前中国制造业处于转型升级的关键时刻,传 统生产模式亟需注入创新动能,而具身智能技术正是破解行业痛点的"金钥匙",灵生科技让机器人拥有"大脑"的执着追求,与宁波方正打造一 流制造平台的初心不谋而合。期待双方协同构建起"智能+制造"的新质生产力组合拳,为人形机器人产业规模化发展奠定坚实基础。 鸿瑞投资总经理何俊理表示:机器人行业正处于从"概念验证"向"规模化渗透"跃迁的关键期。从当下政策释放、发展速度及场景需求看,未来 3-5年,具备技术迭代能力、场景落地速度、生态整合实力的企业,有望在泡沫出清后真正兑现估值,成为下一个"智能汽车级"产业巨头。灵 生科技自研的具身世界模型,赋能人形机器人智能与泛化操作能力,在技术领先和场景订单落地方面展现了显著的领先优势。鸿瑞集团将全力 支持灵生科技机器人的 ...