2、电子皮肤：好赛道！稀缺价值量有扩张逻辑的人机零部件，具身智能落地的最后一公里 3、公司性能与交付领先 1）技术突破：公司合作 ，形成"材料+芯片+算法"的全栈式技术能力，分别于2025年2月、 浙商机械 邱世梁|王华君 人形机器人系列【福莱新材】电子皮肤性能与交付领先，持续推荐-2026/2/2 1、主业稳健：国内喷墨打印复合材料行业首家实现基膜、胶水、涂布一体化的企业 3、公司性能与交付领先 1）技术突破：公司合作 ，形成"材料+芯片+算法"的全栈式技术能力，分别于2025年2月、6月、11月举办新品发布 会相继推出三代柔性触觉传感器产品，其中第三代产品实现芯感一体，可在指尖完成边缘计算 2）商业化进展：2025年12月，公司向灵心巧手交付千套级电子皮肤，目前已与国内外几十家客户合作，除机器人 之外，在工业检测、新能源、消费电子等场景也有应用 3）北美实现小批量订单：公司已成立北美子公司，现北美销售负责人为前Syntouch公司副总裁 4）产能：2025Q1中试线投产，2026Q1完成第三代电子皮肤正式量产线搭建，达产后产能将突破万套级 浙商机械 邱世梁|王华君 人形机器人系列【福莱新材】电子皮肤性能与 ...

【东北计算机】20260202 【特斯拉即将推出第三代人形机器人，预计年产百万台】 （来源：界面） 2. 大摩预计中国人形机器人销量达2.8万台 同比增长133%。 （来源：手机中国） 1. 特斯拉即将推出第三代人形机器人，预计年产百万台。 （来源：界面） 2. 大摩预计中国人形机器人销量达2.8万台 同比增长133%。 （来源：手机中国） 3. 美的集团：人形机器人进展及规划，智能体工厂落地。 （来源：新浪） 4. 三星 【东北计算机】20260202 【特斯拉即将推出第三代人形机器人，预计年产百万台】 1. 特斯拉即将推出第三代人形机器人，预计年产百万台。 3. 美的集团：人形机器人进展及规划，智能体工厂落地。 （来源：新浪） 4. 三星 SDI：正与机器人企业洽谈固态电池相关合作。 （来源：新浪） 5. 卡莱特推出Mica P100产线机器人。 （来源：新浪） —————————————— —————————————— ...

Core Viewpoint - Richtech Robotics Inc. is facing a class action lawsuit for allegedly misleading investors about its relationship with Microsoft, which has resulted in a significant drop in its stock price [3][4]. Group 1: Class Action Lawsuit Details - The class action lawsuit, titled Diez v. Richtech Robotics Inc., allows purchasers of Richtech Robotics securities between January 27, 2026, and January 29, 2026, to seek appointment as lead plaintiff by April 3, 2026 [1]. - The lawsuit alleges that Richtech Robotics falsely claimed a commercial relationship with Microsoft during the class period [3]. - Following the publication of an article by Hunterbrook Media on January 29, 2026, which denied any partnership with Microsoft, Richtech Robotics Class B stock fell over 29% within two trading days [4]. Group 2: Company Background - Richtech Robotics develops, manufactures, and sells robotic solutions aimed at automation in the service industry [2]. - Robbins Geller Rudman & Dowd LLP, the law firm representing the investors, is recognized as a leading firm in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [6].

Market Overview - The A-share market for artificial intelligence and robotics has weakened, but related ETFs have seen increased investment, indicating strong long-term value perception in the sector [1] - The Robotics ETF (562500) experienced a decline of 1.880% from the opening price, with 55 out of 66 component stocks falling, while 3 stocks showed gains [1] - The Sci-Tech AI ETF (589010) also saw a drop of 3.704%, with 27 out of 30 component stocks declining, but one stock managed to rise over 10% [1] Key Developments - Qianwen APP announced a 3 billion yuan investment for the "Spring Festival Treat Plan," collaborating with Alibaba's ecosystem to enhance user experience through AI [2] - Elon Musk plans to merge SpaceX with his AI startup xAI, with a post-merger valuation of $1.25 trillion, aligning with his strategy in AI and space exploration [2] - Tesla announced the upcoming launch of its third-generation humanoid robot, with plans for annual production of one million units by the end of 2026 [2] Institutional Insights - Guosen Securities forecasts significant improvements in robot safety and functionality within two years, leading to a surge in demand and long-term investment opportunities in humanoid robots [3] - The report emphasizes the importance of identifying core suppliers in Tesla's supply chain and focusing on high-certainty new targets for investment [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with over 20 billion yuan in size, offering the best liquidity and comprehensive coverage of China's robotics industry [4] - The Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [4]

NEW YORK, Feb. 2, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Richtech Robotics Inc. (NASDAQ: RR) between January 27, 2026 and 12:00 PM ET on January 29, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 3, 2026 in the securities class action first filed by the ...

Core Insights - The "World Optical Valley" Global Industry Partner Conference was held in Wuhan, promoting development opportunities and open policies in the region, with over 20 billion yuan in contracts signed [1][2] - A significant project, the world-class integrated storage and computing industrial park, will be established in Optical Valley with an initial investment of 8 billion yuan, expected to be operational by 2028 [1][2] - The East Lake High-tech Zone aims to cultivate a world-class enterprise group and establish one trillion-level and two 500 billion-level industrial clusters within the next five years [1][4] Investment and Projects - The conference saw the signing of over 200 billion yuan in projects, including the headquarters of Boya New Materials and the production base for Tai Jing Technology's all-silicon MEMS clock devices [2] - The world-class integrated storage and computing industrial park will focus on upstream and downstream partnerships, emphasizing cutting-edge research and efficient collaboration [1][2] - The region has seen significant growth in the semiconductor sector, with over 300 chip-related companies and a projected industry scale exceeding 100 billion yuan by 2025 [2][3] Economic Goals and Achievements - By 2025, the East Lake High-tech Zone aims for a GDP of 336 billion yuan, with industrial output surpassing 400 billion yuan, ranking first in Wuhan [3][4] - The region plans to increase the number of high-tech enterprises to 5,821 and public companies to 71 during the 14th Five-Year Plan period [3] - The "World Optical Valley" initiative will implement a partner model to attract global enterprises and investment institutions, fostering collaborative innovation [4]

Core Viewpoint - Robbins LLP has initiated a class action lawsuit on behalf of investors who acquired Richtech Robotics Inc. securities, alleging that the company misled investors regarding its relationship with Microsoft [1][2]. Allegations - The lawsuit claims that Richtech Robotics misrepresented its collaborative relationship with Microsoft, which was highlighted in a press release on January 27, 2026, leading to a significant increase in stock price [2]. - Following the announcement of the alleged partnership, Richtech's Class B common stock rose from $3.81 to $5.51, marking a 44.6% increase [2]. Stock Price Reaction - On January 29, 2026, after Hunterbrook Media published an article denying the partnership with Microsoft, Richtech's stock fell by $1.06, or 20.87%, closing at $4.02 [3]. - The decline continued the next day, with the stock dropping an additional $0.44, or 10.9%, to close at $3.58 [3]. Class Action Participation - Shareholders interested in serving as lead plaintiffs must file their papers by April 3, 2026, although participation is not required to be eligible for recovery [4]. Company Background - Robbins LLP is recognized for its work in shareholder rights litigation, focusing on helping shareholders recover losses and improve corporate governance since 2002 [5].

Core Viewpoint - LimX Dynamics, a leading humanoid robotics company in China, has successfully completed a $200 million (approximately 1.39 billion RMB) Series B financing round, setting a record for the largest single financing in the embodied intelligence sector in China by 2026 [2][5]. Financing and Investment - The Series B financing was backed by several renowned domestic and international institutions, including Stone Venture, Dongfang Fuhai, and JD.com, among others [2]. - Previous funding rounds included a strategic investment led by JD.com and a total of 500 million RMB raised in A and A+ rounds, with investors such as Alibaba Group and Lenovo Capital [5]. Company Overview - LimX Dynamics was established in Shenzhen in 2022, focusing on breakthroughs in core technologies that integrate embodied intelligence [5]. - The company aims to drive original innovation in general humanoid robots and modular base robots through product engineering and supply chain ecosystem development [5]. Product Innovations - **TRON 2**: A versatile, modular humanoid robot base that allows for rapid switching between various configurations (bipedal, quadrupedal, and wheeled) to adapt to different tasks and environments [6]. - **LimX COSA**: An embodied Agentic OS that integrates high-level cognitive and decision-making capabilities with full-body motion control, enabling robots to understand tasks and adapt to changing environments [7]. Data and Training Strategies - LimX Dynamics introduced the LimX Data Recipe strategy to address challenges in data scarcity and high collection costs in the embodied intelligence industry [8]. - **LimX VGM**: A video generation model that allows for training using human operation video data without requiring real machine samples [8]. - **LimX DreamActor**: A new training paradigm that enhances pre-training efficiency in simulation and ensures high success rates in real-world deployment [8]. Industry Context - The advancements in artificial intelligence and large model technologies are driving the current wave of embodied intelligence, with software algorithm improvements being crucial for enhancing humanoid robot functionalities [11]. - Companies with strong AI capabilities and a focus on hardware design are becoming increasingly attractive to investors, as evidenced by the significant funding received by such startups since 2025 [11].

当人形机器人从实验室走向量产线，当具身智能从技术概念融入千行百业，2026年的机器人产业正站在 从"单点突破"到"生态爆发"的关键节点。在这个充满机遇与挑战的时刻，众多参与者在不同领域积极探索， 推动着行业的前行。 在技术前沿，一批先锋钻研具身智能，突破边界，力求赋予机器人更强感知、决策和执行能力，重塑人机协 同范式。应用层面，深耕者挖掘场景需求，将机器人技术与业务结合，为产业落地添薪加火。全球舞台上， 中国机器人产业也在奋进，期待代表中国的先锋在具身智能竞赛中抢占先机，展现创新实力。 值此行业发展的关键时期， 第三届LeadeRobot具身智能与人形机器人行业评选于2026年2月3日正式开启！ 这不仅是一场荣誉的角逐，更是对行业先锋的致敬与褒奖。我们热切期待，在这方舞台上找寻到中国具身智 能与人形机器人产业的领军者，见证他们引领行业迈向新高度。 聚焦行业痛点，驱动产业升级 01. 2026年，人形机器人量产进程全面提速，具身智能技术与各行业的融合深度持续加码。这一年，不再是单纯 的技术比拼，而是 场景落地能力、产业链协同能力、生态构建能力 的综合较量。据权威分析机构IDC预 测，2026年中国具身智能机器人 ...

这场对接会由杭州市经信局主办，上城区科技经信局、丁兰街道承办，是浙江省首个人形机器人赛训基 地落地上城后的首场产业活动。活动不仅展示成果，还开展产业链上下游精准对接。120余家产业链相 关企业、科研机构及投资机构到场参会。 商报讯(记者汪株燚通讯员李凌婧王海燕谭西涵)"大家好，欢迎来到我们的直播间……"在浙江省首个人 形机器人赛训基地，一场人机协作的直播正在进行，人形机器人担任助播，与线上观众开展互动。昨 天，杭州市具身智能机器人产业链对接会在此召开，现场鲜活的一幕，让"具身智能"这一抽象概念，瞬 间变得可知可感。 "这是首次尝试机器人走进直播间'开麦'。"赛训基地相关负责人表示，该基地位于上城区丁兰街道西子 智慧产业园，旨在推动机器人融入生活服务、工业生产、公共管理等多个场景。这次直播，正是其"社 会化训练"成果的一次展示。 当前，杭州提出打造人工智能创新发展第一城，具身智能作为先进制造、AI模型、应用场景深度融合 的"最前沿"，已经成为关键抓手。数据显示，2025年，杭州具身智能产业集群规模突破千亿元大关，产 值达到1068亿元，同比增长5.6%，其中宇树科技人形机器人年产量位居全国第一。杭州市相关部门负 ...