曾几何时，凌晨两点的餐饮老板还在朋友圈疯狂发招聘："招厨师，月薪8000+包吃住，熟手优先！"，可翻 遍通讯录，连个靠谱的配菜工都招不到；旺季后厨忙到飞起，厨师一句"不干了"，门店直接停摆；好不容易 招到人，培训半个月就离职，65%的员工流动率让老板成了免费"厨师培训班校长"。 武汉的董泽军就曾被厨师愁到夜不能寐，3个厨师占了门店一半人力成本，还消极怠工，口味忽好忽坏，老 顾客投诉不断，生意直接下滑30%。直到他把两台炒菜机器人请进后厨，一切都变了。一个员工能同时操作 两台机器人，2-3分钟出一锅菜，酸辣豆芽炒出了老厨的功力，顾客吃了半年还回头，后厨再也不用为招人 发愁。 这不是个例，而是整个餐饮行业的缩影。当用工成本居高不下，300万厨师缺口悬在头顶，当78%的餐饮企 业旺季缺人超30%，炒菜机器人不再是"科技噱头"，而是餐饮人活下去、跑起来的 必答题 。 中泰证券最新研报显示，2025年餐饮行业用工成本占比已达28.6%，合规化后将突破35%，而智能炒菜机器 人的渗透率正加速提升，2030年市场规模将达117亿，团餐快餐赛道2028年渗透率将冲50%。一场由机器人 掀起的餐饮效率革命，已经全面打响。 01 ...

近日，领益智造北京具身智能超级工厂在北京经济技术开发区(简称"北京经开区"，又称"北京亦庄")正 式启动建设。这是京津冀地区首个具身智能超级工厂，集智能制造、研发创新、精益生产于一体，北京 亦庄具身智能领域再添关键产能配套。 "北京具身智能超级工厂，是领益智造围绕具身智能赛道进行前瞻性布局的关键一步。"领益智造高级副 总裁蒋萍琴表示。作为全球消费电子精密功能件市占率第一的企业，领益智造近年来将消费电子精密制 造经验迁移至机器人领域，可快速响应定制化需求，构建全方位硬件智造服务体系。此前，领益智造已 在北京亦庄注册落地北京市领益机器人有限公司，此次超级工厂的启动建设也成为企业迈向"全球TOP3 具身智能硬件制造商"的核心支点。 根据规划，领益智造北京具身智能超级工厂将依托领益智造在精密制造、全制程工艺及全球供应链方面 的综合优势，提供从精密结构件、核心模组到组装测试的一站式具身智能制造服务。该超级工厂计划年 内完成主工厂设计与装修，并于今年实现具身智能机器人年产能1万台，并在2030年实现年产能50万 台，打造具备全球标杆意义、行业领先水平的智能化、自动化超级工厂。 与此同时，打通"从原型到量产"的关键断点，领 ...

首先是众多江苏文艺名角名团亮相，借助春晚舞台生动展现江苏文化魅力。在春晚安徽合肥分会场，南 京市越剧团团长、"梅花奖"得主李晓旭闪亮登场。在节目《合韵满江淮》中，她以诗韵越剧《织造府》 中贾宝玉的经典扮相，携手吴琼、韩再芬等一众戏曲名家同台献艺，生动诠释了"世界文学之都"南京的 深厚文脉。 歌曲《小家年年》中，苏州评弹学校的演员惊艳亮相；交响街舞《新春之声》里，来自苏州芭蕾舞团的 成员翩然起舞。这边是弦索叮咚的江南雅韵，那边是中西合璧的动感节拍，两个苏州团队用不同的艺术 语言，在春晚舞台上传递着同样的江苏风采。 值得一提的是，春晚主标识中的"骐骥驰骋纹"巧妙融合了中国传统云纹、雷纹、回纹元素，是传统纹样 与现代设计创造性结合的典范。承载吉祥寓意的"骐骥驰骋纹"红围巾，源自苏州市吴江区的丝绸工坊， 以细腻的真丝拉绒工艺，将江南丝韵与新春祝福编织在一起。据了解，红围巾已经连续3年亮相春晚， 成为吴江丝绸的流动名片。 （来源：新华日报） □ 本报记者 邵文晶 陈凌天 辞旧迎新，金马奔腾。在2026年央视春晚上，众多江苏元素闪耀舞台。 在沈腾、马丽主演的贺岁微电影《我最难忘的今宵》中，来自苏州银河通用有限公司的具身大 ...

多元应用 0:00 江苏智造人形机器人亮相春晚展现 ...

仿生人从"形似"到"神似" 去年年底，松延动力仿生人技术团队接到一份艰巨任务，要定制一个1:1还原真人演员的仿生人，备战 央视春晚。这既让他们满心雀跃，也让他们倍感压力。"能登上春晚的舞台，是对我们技术的最大认 可，但时间实在太紧张了。"相关技术负责人感叹。 合作敲定的第一时间，技术团队便邀请演员进行面部数据的全方位采集建模。与以往制作虚拟仿生人不 同，这次的定制对象是专业演员，为了适配春晚镜头要求，原本用于操控面部表情的微型电机，需要重 新进行精密设计与排布。技术团队反复测算尺寸，调整电机的摆放角度与间距，在毫厘之间让32个电机 如同"微缩齿轮"般紧凑布设。 如果说电机排布是空间上的考验，那么表情的丝滑度就是技术进阶的挑战。为了让仿生人的面部表情摆 脱机械感，团队将电机控制频率大幅提升6倍，让表情切换毫无卡顿。团队还根据演员海量的过往视频 资料和现场采集的数十组表演画面，量身定制出一套表情生成系统，这套系统最终能精准复刻出挑眉、 瞪眼、浅笑、蹙眉等微表情，每一个神态都与真人别无二致。 一个多月的日夜奋战后，第一版"仿生奶奶"出炉，技术团队悬着的心终于稍稍落地。但春晚的舞台考 验，远不止于此。进入节目彩排阶段 ...

【#2个蔡明都来自北京#】#机器人蔡明去年年底开始定制#30年前，蔡明、郭达联手演绎的科幻小品 《机器人趣话》凝成一代人对春晚的经典记忆。30年后的2026年央视春晚上，当蔡明与几可乱真的"仿 生奶奶"并肩同台，曾经的"奇思妙想"照进现实，惊艳了全球观众。为了这场科技与艺术完美融合的演 出，来自北京年轻创新企业松延动力的团队精雕细琢反复打磨，终于让冰冷的科技拥有了"温度"，也展 现出首都的硬核创新实力。[话筒]仿生人从"形似"到"神似"去年年底，松延动力仿生人技术团队接到一 份艰巨任务，要定制一个1:1还原真人演员的仿生人，备战央视春晚。这既让他们满心雀跃，也让他们 倍感压力。"能登上春晚的舞台，是对我们技术的最大认可，但时间实在太紧张了。"相关技术负责人感 叹。合作敲定的第一时间，技术团队便邀请演员进行面部数据的全方位采集建模。与以往制作虚拟仿生 人不同，这次的定制对象是专业演员，为了适配春晚镜头要求，原本用于操控面部表情的微型电机，需 要重新进行精密设计与排布。技术团队反复测算尺寸，调整电机的摆放角度与间距，在毫厘之间让32个 电机如同"微缩齿轮"般紧凑布设。如果说电机排布是空间上的考验，那么表情的丝滑度 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [55]. Core Insights - The automotive parts sector has shown a weekly increase of 1.69%, ranking third among automotive sectors, with a year-to-date increase of 4.94% [2][15]. - The robotics sector has increased by 2.27% this week, with a year-to-date increase of 2.54%, outperforming the automotive parts sector by 0.58% [2][27]. - The latest trading day PE (TTM) for the automotive parts sector is at the 85.68% historical percentile, while the PB (LF) is at the 79.62% historical percentile, indicating a favorable valuation [2][25]. - Key developments include the establishment of a joint venture between Sensata Technologies and Gree's Harmonic in North America, and the release of the Gino 1 warehouse robot by Geekplus [2][36]. Summary by Sections Automotive Parts Weekly Review - The automotive parts sector ranked third in the SW automotive index this week, with a trading volume increase and a positive trend since early February [15][22]. - The sector's PE and PB ratios have risen, indicating improved market sentiment and valuation [25][22]. Robotics Weekly Review - The robotics index has shown a modest increase, with trading activity at a low level compared to previous years [27][33]. - Recent product launches and technological advancements, such as the Gino 1 robot and Xiaomi's open-source robot model, highlight innovation in the sector [36][37]. Core Coverage Stock Tracking - Notable stock movements include Sensata Technologies (+17.05%) and Precision Forging Technology (+28.98%) [42]. - The forecast for Top Group indicates expected revenue of 28.75 to 30.35 billion yuan for 2025, with a projected net profit of 2.6 to 2.9 billion yuan [42][49]. Investment Recommendations - For the automotive parts sector, focus on companies with structural opportunities and those expanding into high-value markets, particularly in Europe, North America, and Southeast Asia [50]. - In the robotics sector, prioritize companies with clear growth trajectories and technological advancements, such as Top Group and Sensata Technologies [50].

Group 1 - The core event is the "AI Black Technology New Year Party" held in Chengdu, showcasing innovative products like cooking robots and smart AR glasses, with interactive AI challenges [1] - The event features various districts in Chengdu, each highlighting different technological advancements, including defense equipment models and VR simulations [1] - The event aims to create a unique New Year experience for citizens and tourists, blending technology with cultural elements, and will run until February 23 [1] Group 2 - The Chenghua District's exhibition includes over 20 innovative tech products, with interactive experiences attracting significant public interest [2] - Notable highlights include a collaborative robot that can write and draw, and a panda robot that engages with children, enhancing the festive atmosphere [2] - The coffee robot from Kuawei Zhishu (Chengdu) is also featured, providing a practical demonstration of technology in daily life, allowing visitors to taste freshly brewed coffee [2] Group 3 - The event emphasizes the integration of cutting-edge technology into everyday life, with a focus on consumer-friendly products [3] - A pop-up store named "Robot World" was launched, allowing visitors to experience various tech products without prior reservations, enhancing accessibility [3] - The event showcases a range of products across AI hardware, smart interaction, and convenience services, highlighting the commercialization of technological innovations [3]

Group 1 - The core viewpoint of the news is the launch of the first embodied intelligence super factory in the Beijing-Tianjin-Hebei region by Lingyi Zhizao, which integrates intelligent manufacturing, R&D innovation, and lean production [1] - Lingyi Zhizao's Beijing embodied intelligence super factory is a strategic step towards becoming one of the top three global manufacturers in embodied intelligent hardware, leveraging its experience in precision manufacturing from the consumer electronics sector [1] - The factory aims to provide a one-stop service for embodied intelligent manufacturing, including precision structural components, core modules, and assembly testing, with plans to produce 10,000 embodied intelligent robots annually [1] Group 2 - The factory will address the critical gap between prototype development and mass production by collaborating with the Beijing humanoid robot pilot verification platform to create a closed-loop system from R&D to production [2] - The manufacturing platform is positioned as a key infrastructure to overcome the industry's challenges of easy R&D but difficult mass production, emphasizing the need for specialized, standardized, and scalable capabilities [2] - Lingyi Zhizao has already received assembly testing orders from multiple clients in the embodied intelligence sector, indicating strong market demand and supporting the establishment of a global intelligent manufacturing network [2]

Group 1 - The 2026 CCTV Spring Festival Gala will feature embodied intelligent robots, marking a significant technological highlight, with Magic Atom as the first strategic partner in this domain [1] - The strategic partnership between Lingyi Zhizhao and Magic Atom focuses on the embodied intelligence sector, emphasizing robot manufacturing services, production line expansion, and overseas business development [2] - Lingyi Zhizhao's nearly 20 years of experience in precision manufacturing for consumer electronics is being leveraged to support the embodied intelligence strategy, which includes a comprehensive capability from core component development to assembly and application [2] Group 2 - The collaboration between Lingyi Zhizhao and other companies like Green Harmony and Huichuan Technology forms a precision manufacturing ecosystem that supports Magic Atom's robot project for the Spring Festival Gala [3] - This ecosystem not only provides full-chain support for the Spring Festival performance but also enhances the competitiveness of China's embodied intelligence industry [3] - Lingyi Zhizhao is positioned as a core manufacturing platform, accelerating the transformation and large-scale implementation of technological achievements through deep collaboration with partners [3] Group 3 - The Spring Festival Gala is expected to catalyze opportunities in the embodied intelligence industry, with Magic Atom benefiting from increased attention and traffic [4] - Lingyi Zhizhao's precision manufacturing capabilities combined with Magic Atom's algorithms provide essential support for the deployment of robots across various sectors [4] - The establishment of a super factory in Beijing will ensure large-scale production capacity, facilitating the transition of embodied intelligence from laboratories to households [4] Group 4 - The robot performance at the Spring Festival Gala represents a milestone in the maturation of China's embodied intelligence industry, transitioning from concept to large-scale implementation [5] - The strategic cooperation between Lingyi Zhizhao and Magic Atom, along with the supporting precision manufacturing ecosystem, is driving this transformation [5] - Lingyi Zhizhao is anticipated to experience explosive growth in its embodied intelligence business in 2026, positioning itself as a key player in the global market [5]