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 ...

第二，加快建立和完善基础标准。如果缺乏通用接口和统一标准，各家企业会构建各自的系统，难以形 成真正的规模效应，也不利于供应链的协同发展。龙头企业、科研机构和行业组织应共同推动标准体系 建设，使产业竞争在统一框架下展开，提高资源配置效率。 第三，更加注重可验证的应用场景。行业需要从"能做出来"走向"能用起来"。比如企业可以通过产线协 作、危险环境作业、物流搬运等具备明确需求和较强可落地性的场景获取真实反馈，推动产品迭代，使 技术进步真正转化为可观的应用价值。 行业增速亮眼，资本关注度持续升温，市场容易因此产生高于实际进展的预期。如果企业与资本过度依 赖成熟供应链快速集成，推出同质化产品，即使能够在短期内扩大市场规模，也可能造成资源低水平重 复投入的浪费。笔者认为，企业和资本的积极参与，为行业快速迈过早期技术门槛提供了关键动力，也 为产业扩大规模奠定了基础。但我们也要清醒地认识到，过快的外在热度可能带来的偏差或风险。为了 避免资源被同质化竞争消耗，推动产业走向更高质量的发展道路，行业需要在三个方面形成更清晰的共 识。 第一，强化对核心技术的长期投入。人形机器人是一项系统性工程，需要在减速器、伺服电机等关键部 件以 ...

Group 1 - The core product T800, a full-size humanoid robot, was officially launched by the company on December 1, featuring a high-performance solid-state battery that provides stable operation for 4-5 hours [2] - T800 is designed with a full-joint active cooling system and high-precision temperature control technology to ensure reliable energy support for continuous operation [2] - The humanoid robot has a height of 1.73 meters and weighs 75 kilograms, utilizing aerospace-grade magnesium-aluminum alloy for lightweight and structural stability [2] Group 2 - T800 is equipped with a 360° omnidirectional LiDAR and multi-dimensional sensing dexterous hands, enabling millisecond-level environmental modeling and AI path planning [3] - The product is available in four versions: Basic, Ecological (open-source), Sharpened (Pro), and Flagship (Max), with a starting price of 180,000 yuan [3] - The company has completed technical validation for various core scenarios and is set to achieve mass production at its digital manufacturing base in Shenzhen [3] Group 3 - The company was founded in October 2023 by Zhao Tongyang, who previously led the development of the Xiaopeng PX5 humanoid robot [3] - The company has secured investments from notable firms including Xiaopeng Motors, JD.com, and CATL's investment institutions, with several listed companies as indirect shareholders [3] Group 4 - The Carbontech New Energy Carbon Materials and Battery Conference will be held on December 8-9, focusing on advancements in silicon-carbon anodes, solid-state batteries, and sodium batteries [4] - The conference aims to explore the research progress and industrialization paths of carbon materials in various applications, including porous carbon, silicon-carbon anodes, and conductive additives [22]

A middling earnings report led to a decline in the robotics stock.Shares of Serve Robotics (Nasdaq: SERV) were falling last month as the maker of restaurant delivery robots posted an underwhelming third-quarter earnings report. Additionally, the broader sell-off driven by fears of an AI bubble also seemed to weigh on the stock. Serve, whose robots can be seen rolling down the sidewalk, is still a speculative stock as it's bringing in less than $1 million in quarterly revenue.According to data from S&P Globa ...

Group 1 - The article highlights significant announcements related to the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing potential black swan events [1] - The article mentions companies involved in key sectors such as 6G, commercial aerospace, chips, satellite navigation, and military projects, indicating their participation in major national aerospace initiatives like the Chang'e lunar exploration program [1] Group 2 - One company is noted for its products that meet the demands of 6G macro base station scenarios and applications in significant aerospace projects [1] - Another company has participated in various aerospace and military projects, including manned space stations and launch vehicles [1] - A company is collaborating with Huawei Cloud to develop robotic products that integrate artificial intelligence and drones [1]

商务部发言人表示："我们致力于机器人技术和先进制造业的发展，因为它们是将关键生产带回美国的 核心。"据一位了解计划的人士透露，美国交通部也准备宣布成立一个机器人工作组，可能会在年底前 公布。该部门发言人未回应置评请求。 周三，美股机器人概念股拉升，截至发稿，Richtech Robotics(RR.US)涨超1.8%，Serve Robotics(SERV.US)涨超5%，iRobot(IRBT.US)涨超30%。消息面上，据三位获准匿名分享细节的知情人 士透露，商务部长卢特尼克一直在与机器人行业的首席执行官们会面，并且"全力以赴"加速该行业的发 展。其中两人表示，政府正在考虑明年发布一项关于机器人技术的行政命令。 ...

Core Insights - Micropolis AI Robotics has signed a non-binding Letter of Intent with QSS Robotics to collaborate on the distribution and deployment of its technologies in Saudi Arabia [1][2][4] Group 1: Strategic Collaboration - The LOI establishes a framework for cooperation, including commercial representation, joint engagement with customers, and after-sales support [2][3] - QSS Robotics will act as Micropolis' commercial and technical partner, integrating solutions and supporting deployments in Saudi Arabia [3][4] Group 2: Pilot Projects - A pilot project is planned with the Ministry of Interior in Saudi Arabia, focusing on demonstrating Micropolis' autonomous patrol capabilities and AI-powered security analytics [5][6] - Upon successful completion of the pilot, QSS has expressed intent to procure up to 500 autonomous robots over two years, contingent on a definitive Supply Agreement [6] Group 3: Regional Technology Localization - The collaboration aligns with the objectives of the UAE and Saudi Arabia to localize advanced robotics and AI systems, aiming to create a sustainable operational footprint in the Kingdom [7] Group 4: Company Background - Micropolis specializes in the design and manufacturing of unmanned ground vehicles, AI systems, and smart infrastructure for various applications [8] - QSS Robotics focuses on delivering advanced robotics and automation solutions in Saudi Arabia, partnering with global innovators [9]

Core Insights - DEEPX, in collaboration with Hyundai Motor and Kia's Robotics LAB, is launching a next-generation robot intelligence platform that has entered the commercial validation stage for real-world deployment, marking a significant step towards the commercialization of Physical AI [1] Group 1: Product Development - The DX-M1 NPU developed by DEEPX has been crucial for the robot development initiatives of Hyundai Motor and Kia's Robotics LAB since 2023, featuring sub-5W power consumption, high-performance inference, and low latency [1] - A new controller architecture was developed in 2024, integrating the DX-M1 with a dual wide- and narrow-angle ISP camera system and proprietary vision AI technology, enabling reliable robot operation in network-restricted environments [1] Group 2: Applications and Capabilities - The DX-M1 powers the LAB's facial recognition system, Facey, which has demonstrated capabilities in recipient authentication, user identification, and guided interaction through the DAL-e Delivery robot [1] - The next-generation robot intelligence platform will be showcased at major global industry events starting in December and publicly at CES 2026 in Las Vegas [1] Group 3: Future Collaboration - DEEPX plans to continue its collaboration with Hyundai Motor and Kia's Robotics LAB to accelerate the development and deployment of Physical AI systems across various sectors, including manufacturing, logistics, mobility, and smart-city applications [1]

在具身智能浪潮奔涌向前、机器人产业迈向全面升级的 2025 年，我们 亟需 灯塔指引方向，更需为领军者喝 彩、为创新者赋能。为发掘机器人与具身智能领域的年度标杆，记录产业高质量发展的辉煌足迹， 立德机器 人平台 第六届 LeadeRobot 中国机器人行业评选 申报工作 于 11 月 15 日正式拉开 。 本次评选覆盖 人形机器人与具身智能、工业机器人、服务与特种机器人、核心零部件、行业服务、人物 奖项 六大核心系列，同步推出 两大权威榜单 ，全方位扫描中国机器人产业的 " 中坚力量 " 与 " 新生动能 " 。欢 迎全行业优秀企业、机构及个人踊跃报名，共同书写 "中国智造"的产业新篇！ ▍ 第六届 LeadeRobot 奖项全景：六大系列 + 两大榜单，多维致敬创新力量 一、 人形机器人与具身智能系列奖项 聚焦人形机器人量产元年的产业突破，表彰在商业落地、技术攻坚与生态构建中表现突出的创新主体 1." LeadeRobot2025年度人形机器人商业落地先锋奖 " 与 " LeadeRobot2025年度人形机器人订单爆发奖 " 在资本与舆论的喧嚣中，人形机器人能否真正创造商业价值，是悬在每一个参与者头上的首 ...

同时，近三年我国人形机器人融资明显加速。2023年以来，全国融资事件数与金额同步跃升，行业进入快速扩张 周期，北京的融资表现尤为亮眼。IT桔子数据显示，截至目前，2025年北京人形机器人融资事件达到37起、金额 达70.12亿元，投资金额占全国比重上升至31.5%，资本在向头部城市集中。 25 20 15 10 5 0 -5 2017 2018 2019 2020 2021 2022 2023 2024 2025 2025中国向上 数据来源: | 数据统计截至2025年12月1日 中国互联网发展基金会中国正能量网络传播专项基金支持项目 北京是这一产业浪潮中最具活力的创新高地之一。2025年4月，北京首次举办全球半程机器人马拉松，引发技术界 关注，也在操作系统、算力平台、数据体系等关键底层技术上不断取得突破。 北京市经信局数据显示，目前北京已拥有机器人专精特新"小巨人"企业57家，获批手术机器人注册证33个，集聚 30家人形机器人整机单位，均位居全国首位。到2027年，北京将力争突破百余项关键技术，推动万台具身机器人 规模化落地，打造千亿级产业集群，进一步巩固其在全国创新体系中的领先地位。 2025年是人形机器 ...