截至2026年2月12日10:50，机器人ETF(159770)成交8966.40万元。跟踪的中证机器人指数(H30590)上涨0.48%，成分股博杰股份上涨10.00%，华东数控上 涨9.97%，瀚川智能上涨4.87%，瑞松科技上涨4.07%，天智航上涨3.95%。 【产品亮点】 机器人ETF(159770)紧密跟踪中证机器人指数，为投资者提供一键布局机器人全产业链的高效工具。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 【热点事件】 具身智能迎上市潮！多家企业推进A+H股IPO进程 截至2月10日，已有3家具身智能企业已推进A股上市流程。宇树科技已于去年11月份完成IPO辅导备案，乐聚智能、杭州云深处的IPO辅导备案分别于去 年10月份、12月份被地方证监局受理。赴港上市同样热闹非凡，截至2月10日，深圳市优必选、卧安机器人已经登陆港股，天津阿童木机器人、浙江迦 智科技、斯坦德机器人、珞石机器人、合肥优艾智合机器人等多家具身智能企业已向港交所提交IPO申请。 值得一提的是，机器人ETF(159770)盘中净申购已达1050万份。 | | 机器人ET ...

Core Insights - The article highlights the significant reduction in the cost of robot training data from 2 yuan to 0.66 yuan, enabling the scalable implementation of embodied intelligence [1][6] - The company, Luming Robotics, established just over a year ago, has gained attention for its innovative technology, particularly the self-developed FastUMI system, which reduces data collection costs by 80% [1][6] - Luming Robotics has launched multiple humanoid robot series, including LUS and MOS, showcasing capabilities such as rapid movement and heavy lifting [1][3] Company Overview - Luming Robotics was founded in 2024 and is recognized as a full-stack embodied intelligence company with advanced data capabilities [3][8] - The company has developed key technologies, including the FastUMI Pro data collection system and lightweight joint modules, and offers a range of humanoid and quadruped robots [3][8] - Luming has established partnerships with several Fortune 500 companies and has strategic investors with strong industry backgrounds, accelerating its industrialization process [3][8] Program Format - The program "Hardcore AI Guest" employs an innovative format combining a host and top institutional experts, providing immersive exploration instead of remote analysis [5][10] - This unique approach offers sharp insights from financial observers and in-depth analysis from professionals, presenting a comprehensive view of the AI industry [5][10] - The program aims to connect AI technology with industry practices by showcasing the latest research outcomes and dissecting the underlying business logic [5][10]

机器人ETF鹏华紧密跟踪国证机器人产业指数，国证机器人产业指数反映沪深北交易所机器人产业相关 上市公司的证券价格变化情况。 数据显示，截至2026年1月30日，国证机器人产业指数(980022)前十大权重股分别为绿的谐波、双环传 动、机器人、石头科技、科大讯飞、科沃斯、三花智控、鸣志电器、中信重工、拓普集团，前十大权重 股合计占比39.43%。 机器人ETF鹏华(159278)，场外联接(A：025698；C：025699；I：025700)。 消息面上，近日，全球物流机器人企业极智嘉正式推出全球首款面向仓储场景的通用人形机器人Gino 1。该产品专为仓储作业全链路设计，具备仓储拣货、搬箱、打包、巡检等多任务操作能力，真正实现 了"一台机器人覆盖仓内主流人工操作场景"，引领仓储行业实现从"移动智能化"到"操作智能化"的关键 跨越。 国元证券指出，2月9日，智元AGIBOT主办了全球首个大型机器人晚会《机器人奇妙夜》，实现了 从"机器人演节目"到"机器人撑起一整台晚会"的质变，这场盛会成功打破了机器人仅限于单一任务执行 的刻板印象，实现多个"从0到1"的突破，集中展示了中国机器人在复杂运动控制、高精度群体协同和 ...

2025年接近年末，绿洲资本创始合伙人张津剑跟成立刚一年的具身智能创企HillBot联合创始人苏昊共进了一顿晚餐。 苏昊给张津剑展示了一些数据，进而抛出一个想法：他觉得具身智能即将在2026上半年走到GPT-2时刻。 这在行业内并不是共识。更多受访者认为，行业应该还没走到GPT-1。 具身智能赛道火在大模型之后，又与大模型紧密相关。尽管从技术上无法完全对标，但投资人愿意用"GPT-1"之类的表述试图对行业发展阶段进行定位 ——这从根本上影响他们选择是否加码、何时加码以及加多少码。 "GPT-1是搭建一个验证它是否可行的技术环境，GPT-2是本质上证明了某些技术路径是可行的。"张津剑对所谓具身智能的"GPT"时刻下如此定义。 这种定位十分重要。假设你在GPT-3.5和GPT-1/2两个时期投进OpenAI，那么2026年你得到的估值增长将分别是30倍和大约100倍。 奇怪的是，具身智能还远远没有走到GPT-3.5阶段，只因宇树科技在2025年春晚舞台上意外走红，就提前浮出了水面。 "好在最后磨下来了点（额度），但真的是'生磨'。" 类似的例子有很多。另一位AI领域投资人告诉智通财经记者，三年前曾有一个具身智能项 ...

"GPT-1是搭建一个验证它是否可行的技术环境，GPT-2是本质上证明了某些技术路径是可行的。"张津剑对所谓具身智能的"GPT"时刻下如此定义。 智通财经记者 | 伍洋宇 智通财经编辑 | 文姝琪 2025年接近年末，绿洲资本创始合伙人张津剑跟成立刚一年的具身智能创企HillBot联合创始人苏昊共进了一顿晚餐。 苏昊给张津剑展示了一些数据，进而抛出一个想法：他觉得具身智能即将在2026上半年走到GPT-2时刻。 这在行业内并不是共识。更多受访者认为，行业应该还没走到GPT-1。 具身智能赛道火在大模型之后，又与大模型紧密相关。尽管从技术上无法完全对标，但投资人愿意用"GPT-1"之类的表述试图对行业发展阶段进行定位—— 这从根本上影响他们选择是否加码、何时加码以及加多少码。 这种定位十分重要。假设你在GPT-3.5和GPT-1/2两个时期投进OpenAI，那么2026年你得到的估值增长将分别是30倍和大约100倍。 奇怪的是，具身智能还远远没有走到GPT-3.5阶段，只因宇树科技在2025年春晚舞台上意外走红，就提前浮出了水面。 此后一年，行业投融资格局发生了翻天覆地的变化——已经入局的投资者继续加码，尚未出 ...

不禁感叹，现在的具身智能赛道热闹得像过年，热钱涌动、概念齐飞，很多公司忙得火热朝天，满大街 找BP的投资机构更是不容忽视的存在。而创业者们，满嘴蹦出的词儿不是Scaling Law就是通用人工智 能。 但冷暖，或许只有深扎其中的圈内人自己门儿清。 虽然这阵具身智能的风刮了很久，但一位投资人告诉我：绝大多数具身智能的创业者，至今都没摸着 PMF的门。毕竟真把东西拉出实验室摆在货架上卖，大家就歇菜了。 所谓PMF，是Product Market Fit的简写，是指产品和市场达到最佳的契合点，一家公司所提供的产品正 好满足市场的需求，令客户方满意，这是创业成功的第一步。 PMF虽然在不同领域有不同含义，但根据我个人浅薄的理解，在机器人市场，应该是至少要有真实用户 用过一段时间，才知道这个产品到底fit还是不fit。而且这个fit，既不等于订单，也不等于好奇心。 虽然现在人形机器人满地走，融资消息一个比一个响，但不少公司其实都在用自动驾驶的旧地图，寻找 具身智能的新大陆。这也是行业内心知肚明的做法。 比如很多公司还在纠结于如何让机器人走得更美观、更拟人，想着数据堆满、模型越大越能通用，却忽 视了让它具备真正在三维世界 ...

Core Viewpoint - Richtech Robotics Inc. is facing a federal securities class action lawsuit due to allegations of misleading statements regarding its relationship with Microsoft and the accuracy of its business disclosures [4][7]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who purchased Richtech securities between January 27, 2026, and January 29, 2026, alleging that the company falsely claimed a collaborative relationship with Microsoft [4]. - The lawsuit claims that Richtech's statements about its business operations and prospects were materially false and misleading [4]. - The deadline for investors to seek the role of lead plaintiff in the lawsuit is April 3, 2026 [1]. Group 2: Stock Price Movements - On January 27, 2026, Richtech announced a "hands-on collaboration" with Microsoft, leading to a share price increase of $1.70, or approximately 44.6%, from $3.81 to $5.51 [5]. - Following the announcement of a $38.7 million private placement on January 28, 2026, Richtech's share price fell by $0.43, or about 7.8%, closing at $5.08 [6]. - A report from Hunterbrook Media on January 29, 2026, alleged that Richtech mischaracterized its relationship with Microsoft, resulting in a further decline of $1.06, or approximately 20.9%, in share price, closing at $4.02 [7].

Group 1 - OpenAI has updated ChatGPT with the release of GPT-5.2, aiming for slight improvements in user experience [2] - NetEase Youdao has launched a desktop-level personal assistant called "LobsterAI," designed to operate 24/7 and support both mobile and PC interactions [2] - iFlytek has officially released the Xinghuo X2 model, which boasts significant upgrades in general capabilities, matching international top models in areas like mathematics and language understanding [2] Group 2 - The world's first general-purpose humanoid robot for warehousing, Gino 1, has been launched by Geekplus, designed to handle various tasks in warehouse operations [2]

Core Viewpoint - The "Complex Scene Quadruped Robot Key Technology and Industrialization" project led by Yundongchu Technology won the first prize of the Science and Technology Progress Award at the 2024 Zhejiang Provincial Science and Technology Awards, highlighting its significant contributions to innovation and practical applications in the field of robotics [1][6]. Group 1: Project Overview - The project was a collaborative effort involving Yundongchu Technology, Zhejiang University, Wolong Electric Drive Group, China Electronics Technology Group Corporation No. 21 Research Institute, State Grid Intelligent Technology Co., Ltd., Zhejiang University of Technology, and State Grid Zhejiang Electric Power Company [4]. - The project was recognized as one of only 44 to receive the first prize out of 305 awarded results, emphasizing its innovative breakthroughs and substantial economic and social benefits [6]. Group 2: Technological Breakthroughs - The project achieved significant advancements in three core areas: - Motion control, enabling the robot to adapt its gait and foot pressure in complex terrains like ruins and slopes [7]. - Environmental perception and decision-making, allowing the robot to autonomously navigate and plan safe paths in restricted environments [7]. - Overall system design, ensuring the robot's stable operation in harsh conditions such as extreme cold, heavy rain, and electromagnetic interference [7]. Group 3: Application and Market Impact - The technology has been integrated into various product lines, with the flagship quadruped robot, X30, launched in 2023, addressing urgent needs in power, industry, and emergency firefighting sectors [11]. - The X30 has been deployed in real-world scenarios, such as rescue operations, demonstrating its capabilities in extreme environments [11]. - The M20 model, set to launch in 2025, features a lightweight design for challenging terrains and is capable of performing inspection and emergency transport tasks [13]. Group 4: Future Directions - Yundongchu Technology aims to expand beyond quadruped robots into broader embodied intelligence applications, with plans to release the DR02 humanoid robot in 2025 [18]. - The company has established strategic partnerships to explore new markets, such as "robotics + water services," indicating a commitment to diversifying its technological applications [20]. - The company has successfully raised over 1 billion yuan in financing and is progressing towards an IPO, reflecting strong market confidence in its growth trajectory [20].

Core Viewpoint - The Gross Law Firm is notifying shareholders of Richtech Robotics Inc. about a class action lawsuit due to alleged misleading statements regarding its relationship with Microsoft [1][3]. Group 1: Class Action Details - The class period for the lawsuit is from January 27, 2026, to January 29, 2026 [3]. - Allegations include that Richtech falsely claimed a collaborative relationship with Microsoft, leading to misleading statements about its business and operations [3]. - The deadline for shareholders to register for the class action and seek lead plaintiff status is April 3, 2026 [4]. Group 2: Shareholder Participation - Shareholders who purchased shares during the specified class period are encouraged to register for the class action, with no cost or obligation to participate [4]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the case lifecycle [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm focused on protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies engage in responsible business practices and seeks recovery for investors affected by misleading statements [5].