智通财经APP获悉，机器人概念股涨幅居前，截至发稿，德昌电机控股(00179)涨6.47%，报30.62港元； 三花智控(02050)涨6.16%，报34.46港元；优必选(09880)涨3.39%，报113港元；越疆(02432)涨3.29%，报 40.2港元。 消息面上，据报道，特朗普政府力推机器人产业发展。据三位知情且匿名透露细节的人士透露，美国商 务部长霍华德·卢特尼克一直在与机器人行业的CEO会面，并全力以赴加速行业发展。据两位知情人士 透露，政府正在考虑明年发布关于机器人的行政命令。据一位熟悉规划的人士透露，美国交通部也正准 备宣布机器人工作组，可能在年底前成立。该部门发言人未回应置评请求。 花旗最新研报表示，2026年全球人形机器人产量将进入指数级增长阶段，预计至少较2025年翻倍。产业 链各环节增长路径明确，上游核心部件单机价值量高、需求刚性，整机企业订单与量产进度加速，行业 正从技术验证迈向规模量产，具备高确定性的长期投资价值。 ...

Core Viewpoint - The U.S. government is accelerating the development of robotics technology, leading to a significant rise in several robotics stocks, including Nauticus Robotics and iRobot, which both saw increases of over 60% [1][5]. Group 1: Stock Performance - Nauticus Robotics (KITT) rose by 61.92%, reaching a price of $1.1700 [2][4]. - iRobot (IRBT) increased by 61.28%, with a price of $3.145 [2][4]. - Other notable performers include Vicarious Surgical (RBOT) up 15.77%, Lifeward (LFWD) up 13.18%, Serve Robotics (SERV) up 10.87%, and Richtech Robotics (RR) up 10.12% [2][4]. Group 2: Government Initiatives - The U.S. Commerce Secretary has been meeting with various CEOs in the robotics industry, indicating a push for advancements in this sector [5]. - The government is considering an executive order on robotics technology to be announced next year, emphasizing the importance of robotics in bringing critical manufacturing back to the U.S. [3][5]. - A robotics task force is being prepared by the U.S. Department of Transportation, with an announcement expected by the end of the year [3][5]. Group 3: Industry Insights - Robotics is becoming a crucial area of international competition, with rising interest from U.S. lawmakers, including proposals for a national robotics committee [3][5]. - Advances in artificial intelligence are enabling humanoid robots to process large amounts of data and handle increasingly complex tasks, positioning robots as the "physical form" of AI [3][5]. - Industry leaders believe that investing in robotics can lead to greater efficiency for workers and potentially create more job opportunities, as companies that invest in robots are likely to invest in more employees as well [3][5].

Serve Robotics surged after a report that the Trump administration plans to issue a major executive order on robotics.Shares of Serve Robotics (SERV +18.24%) jumped on Wednesday, finishing the day up 18.2%. The spike came as the S&P 500 gained 0.3% and the Nasdaq Composite rose 0.1%.A report from Politico revealed today that the Trump administration considers the robotics industry a critical part of its push to develop domestic manufacturing.NASDAQ : SERVServe RoboticsToday's Change( 18.24 %) $ 1.82Current ...

There's a robotics gap between China and other countries; current U.S. leadership apparently wants to narrow it.The U.S. federal government appears to be throwing its considerable weight behind the development of robots in the country. News of this gave some real power to stocks in the industry on Wednesday. Richtech Robotics (RR +18.54%) was one such beneficiary; its share price closed the day nearly 19% higher in value. Rise, robotsThat morning, a report in Politico stated that the Trump administration ai ...

Core Viewpoint - The article highlights a significant surge in robot-related stocks, driven by potential government initiatives to advance robotics technology in the U.S. [3][5] Group 1: Stock Performance - Several robotics stocks experienced substantial gains, with Nauticus Robotics and iRobot both rising over 60% [3][4]. - Nauticus Robotics (KITT) increased by 61.92% to $1.1700, while iRobot (IRBT) rose by 61.28% to $3.145 [4]. Group 2: Government Initiatives - The Trump administration is reportedly accelerating the development of robotics technology, with the Commerce Secretary meeting various CEOs in the robotics sector [5]. - There are plans for an executive order on robotics technology to be announced next year, indicating a strong governmental push in this area [5]. - The U.S. Department of Transportation is preparing to establish a robotics working group, potentially announced by the end of the year [5]. Group 3: Industry Implications - The growing interest in robotics is seen as a critical aspect of international competition, although it may conflict with the goal of reviving U.S. manufacturing jobs [5]. - Advances in artificial intelligence are enabling humanoid robots to process data more efficiently and take on complex tasks, positioning robots as the "physical form" of AI [5]. - Industry leaders emphasize the importance of a national robotics strategy to maintain competitiveness in the emerging sector [6].

编辑丨机器之心 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 这项工作由伊利诺伊大学香槟分校 (UIUC)、哈佛大学、哥伦比亚大学和麻省理工学院 (MIT) 的合作完成 。 论文标题： Multi-Modal Manipulation via Policy Consensus 论文链接： https://arxiv.org/pdf/2509.23468 主页链接： https://policyconsensus.github.io/ 为什么特征拼接 (Feature Concatenation)会在机器人感知和决策中失效？ 想象一下，你在黑漆漆的背包里找钥匙。你的眼睛此时毫无用处，全靠指尖的触觉，这对你来说轻而易举 ，但在机器人领域，这却是一个非常困难的问题。 残酷的真相： 目前的机器人学习主流的多传感器融合的算法（Feature Concatenation）在处理这种任务时彻底失败了。我们的实验数据显示，当你给机器人加上触 觉数据试图让它更聪明时，它的抓 ...

Core Viewpoint - The article discusses the recent developments of XianGong Intelligent, a company focused on robotic control systems, as it prepares for its IPO on the Hong Kong Stock Exchange. Despite increasing revenues, the company has faced continuous losses and challenges in cash flow management, which may impact its market position and growth potential [2][4][8][66]. Revenue Growth - XianGong Intelligent has shown consistent revenue growth over the past three years, with revenues of 184 million RMB in 2022, 249 million RMB in 2023, and projected 339 million RMB in 2024, reflecting a compound annual growth rate (CAGR) of 35.7% [5][40]. - The company generates nearly 1 million RMB in revenue daily [6]. Financial Performance - Despite revenue growth, XianGong Intelligent has not reached profitability, accumulating losses of 122 million RMB over three years, with losses of 32.26 million RMB in 2022, 47.70 million RMB in 2023, and 42.31 million RMB in 2024 [8][53]. - The gross profit margins have remained relatively stable, with rates of 46.8%, 49.2%, and 45.9% from 2022 to 2024 [45]. Product Offering - The company focuses on providing solutions for industrial applications rather than consumer-facing robots, with a product matrix that includes controllers, software, robots, and accessories [9][12][30]. - The SRC series controllers, developed in-house, serve as the "brain" of the robots, enabling them to operate autonomously [15][16]. Market Position - XianGong Intelligent has established a strong market presence, serving over 1,600 integrators and end customers across more than 35 countries, including notable clients like Philips and Schneider Electric [34][36]. - The company holds a leading position in the global market for robotic controllers, with a market share of 23.6% in 2024 [37]. Challenges - The company faces challenges related to cash flow, with an increasing accounts receivable turnover period, which has extended from 48 days in 2022 to 116 days in 2025 [66]. - High research and development costs, which amounted to 39.3 million RMB in 2022 and are projected to reach 71.3 million RMB in 2024, contribute to ongoing financial losses [57]. Management and Team - The founding team, consisting of experienced professionals from Zhejiang University, has been instrumental in the company's technological advancements and strategic direction [76][78][84].

Group 1: Capricor Therapeutics, Inc. - Capricor Therapeutics, Inc. leads the market with a remarkable 351.89% increase in its stock price, closing at $28.74, following advancements in its lead candidate, CAP-1002, for treating Duchenne muscular dystrophy [1][6] - The stock reached a new year-high of $40.37, with trading volume exceeding 48 million shares, attributed to a successful late-stage study for a heart condition associated with the disease [1][6] Group 2: Nauticus Robotics, Inc. - Nauticus Robotics, Inc.'s warrant (KITTW) saw a substantial rise of 150.92%, reaching $0.068, driven by technological breakthroughs in ocean robotics [2][6] - The company's stock (NASDAQ: KITT) experienced a 67.46% climb to $1.2101, with trading volume surging to over 72 million shares, reflecting investor interest in its innovative approach to oceanic exploration [2][6] Group 3: iRobot Corporation - iRobot Corporation experienced a significant uptick of 69.97% in its stock price, landing at $3.31, fueled by a strategic partnership aimed at expanding its product line into new markets [3][6] - The trading volume reached 166 million shares, indicating a strong market response compared to its usual trading activity [3] Group 4: Palladyne AI Corp. - Palladyne AI Corp.'s warrant (PDYNW) rounded out the top five with a 54.25% increase in its stock price to $0.10, reflecting advancements in AI and machine learning for robotic systems [4][6] - The increased trading activity underscores the dynamic nature of the market, where technological advancements can significantly impact company valuations [4][6] Group 5: Market Overview - The market's top gainers demonstrate the impact of technological advancements and strategic developments on company valuations, with Capricor Therapeutics, Nauticus Robotics, iRobot, and Palladyne AI Corp. all experiencing significant stock price increases [5][6] - These movements highlight the importance of innovation and strategic partnerships in driving investor interest and market performance [5]

Core Viewpoint - iRobot's shares surged by up to 70% following reports of potential government initiatives to support the domestic robotics industry, indicating a renewed investor interest in the company amid its ongoing struggles [1][3]. Group 1: Government Support and Industry Impact - The U.S. Secretary of Commerce, Howard Lutnick, is actively engaging with robotics firms to bolster the industry's development, which could lead to significant federal support [1][3]. - A government-led initiative could validate the robotics sector's importance, potentially unlocking subsidies, tax incentives, and R&D funding for companies like iRobot [3][4]. Group 2: iRobot's Current Position - Despite the recent stock rally, iRobot's shares are still down approximately 70% from their peak in early January, reflecting ongoing challenges in regaining investor confidence [2][5]. - iRobot's consumer robotics business faces intense competition, and government support may provide necessary resources for innovation and expansion [4][5]. Group 3: Financial Concerns and Market Position - iRobot's financial situation remains precarious, with declining revenue, shrinking margins, and limited cash reserves, which could hinder its ability to capture market share in the future [5][6]. - The company is currently trading below the $5 threshold, categorizing it as a penny stock, which contributes to increased volatility and reduced institutional interest [6][7]. Group 4: Market Sentiment and Coverage - The lack of Wall Street coverage for iRobot raises concerns about its attractiveness as an investment, further complicating its recovery prospects [7].

RT phil beisel (@pbeisel)Running OptimusThe latest Optimus running demo is a bigger deal than it looks. The bot isn’t just speeding up its walk; it’s executing a legitimate human-style jog, somewhere in the 4–8 mph range. And the motion quality is what stands out— smooth foot placement, natural cadence, stable torso control. It’s copying the dynamics of a human runner far better than most expected at this stage.The hardware is obviously carrying a lot of the load. Multiple high-precision actuators are coord ...