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]

Group 1 - Major automotive companies are accelerating their entry into the robotics sector, with Tesla, Chery, Hyundai, Xpeng, and Seres all making significant moves by 2026, including Tesla repurposing production lines for robots [2][4] - Chery's humanoid robot "Wuyou" has been integrated into local law enforcement in Wuhu, showcasing its capabilities in traffic management and marking a significant step in the application of robotics in public services [3][4] - The automotive industry is redefining its value through the development of embodied intelligence, moving beyond traditional automotive definitions and integrating "car, human, and machine" [2] Group 2 - Chery's humanoid robot has entered over 30 countries and is involved in various applications, indicating a strong growth trajectory for the company in the robotics field [4] - Seres is also expanding into embodied intelligence, establishing a new company focused on smart robotics and artificial intelligence, with a registered capital of 50 million RMB [5] - Tesla plans to produce 1 million units of its third-generation humanoid robot by the end of 2026, indicating a significant commitment to this new product line [7] Group 3 - Hyundai plans to deploy over 30,000 humanoid robots in its U.S. factories by 2026 to enhance production efficiency and reduce costs [8] - The trend of automotive companies venturing into robotics is spreading to upstream suppliers, with companies like Top Group and Ningbo Huaxiang actively exploring embodied intelligence [9] - CATL has launched a humanoid robot named "Xiao Mo" in its battery production line, marking a significant step in integrating robotics into complex industrial processes [10]