格隆汇2月2日丨机器人(300024.SZ)在投资者互动平台表示，公司主要为新能源汽车、半导体、锂电、 电子、光伏、航天航空及医疗等行业提供整体解决方案，目前暂未涉及太空制造领域。公司会持续关注 前沿技术领域应用，根据未来市场需求情况，积极探索、深挖机遇。 ...

Core Insights - The article discusses the evolving landscape of humanoid robots, highlighting their transition from experimental stages to practical applications in various fields such as entertainment, research, and home use [1][3]. Group 1: Market Trends - According to IDC, the global humanoid robot market is expected to accelerate by 2025, with demand concentrated in areas like entertainment, research, data collection, and industrial manufacturing [3]. - The introduction of personal robots like the Q1 by Shanghai Weiqi Yuan aims to meet the "secondary development" needs of researchers, creators, and home users [1][3]. Group 2: Data Challenges - The article emphasizes that data is a critical factor for the advancement of embodied intelligence, which relies heavily on real-world interaction data rather than just visual or verbal data [4][5]. - The scarcity of real interaction data poses a significant challenge, as collecting such data is costly and time-consuming, requiring extensive human involvement and complex labeling [5]. Group 3: Data Collection Innovations - The launch of the "Baihu-VTouch" dataset, the world's first large-scale multimodal dataset, aims to address the data scarcity issue by providing comprehensive sensory data for various robotic configurations [6][8]. - This dataset includes over 60,000 minutes of data and covers multiple task types across different scenarios, marking a significant advancement in the field [6][8]. Group 4: Quality Over Quantity in Data - The CEO of Fourier, Gu Jie, stresses that the quality, structure, and source of data are more important than sheer volume, indicating that not all data collection is equally valuable [9][10]. - A balanced data structure should include publicly available videos, first-person human interaction data, and high-value robot-collected data to enhance the learning process for robots [11]. Group 5: Collaborative Efforts - There is a growing trend of collaboration among companies and research institutions to establish data standards and improve data collection methods, as seen in partnerships like that of Kupar and Itstone [13]. - Initiatives such as the "Brain-Machine Embodied Data Engine Joint Innovation Plan" aim to integrate brain-machine interfaces with embodied intelligence for applications in rehabilitation [13].

天眼查App显示，近日，北京人形机器人创新中心有限公司发生工商变更，新增北京百度网讯科技有限 公司、北京市人工智能产业投资基金（有限合伙）等为股东，同时，注册资本由4.6亿人民币增至约6 亿。北京人形机器人创新中心有限公司成立于2023年11月，法定代表人为熊友军，经营范围包括工业机 器人制造、智能机器人的研发、智能机器人销售、工业机器人销售等。股东信息显示，该公司现由北京 小米机器人技术有限公司、北京行者天工机器人有限公司及上述新增股东等共同持股。 ...

截至11:00，机器人ETF（562500）低开冲高后震荡下行。最新价报 1.056元，较开盘价下跌0.752%。持 仓股方面，该ETF跟踪的成分股共66只，其中43只成分股呈现下跌，云天励飞下跌超10%，博杰股份， 三丰智能两只跌幅超5%。中控技术、科大智能涨超4%，形成局部支撑。流动性层面，机器人ETF （562500）成交额达4.60亿元，换手率1.87%，成交活跃度处于高位。 国金证券指出，2026年是人形机器人0—1兑现的重要节点。特斯拉链预计2026Q1第一代量产产品发 布，2026H1供应链大批量产线建设完成，2026M8开启大规模量产。国产链头部本体出货量规模有望从 数千台跨越到数万台，应用场景主要来自于二开、导览、巡检等。在这个阶段，龙头公司供应链、技术 都会趋于收敛。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。 随着成分股调整落地，机器人ETF（562500）跟踪的中证机器人指数人形机器人含量提升至近70%；此 次调仓精准剔除近期走势疲软的个股，纳入表现尚可的 ...

AI 社交平台 Moltbook 曝严重漏洞，15 万智能体面临「夺舍」风险 2 月 1 日，当下最热门的 AI 社交网络 Moltbook 被曝存在严重安全漏洞。安全研究员 Jameson O'Reilly 发现，该平台后端数据库在未受任何保护的情况下 对外完全公开。 这一严重的配置错误导致平台内近 15 万个 AI「智能体」 的敏感数据全部泄露，其中包含电子邮件、登录令牌以及最关键的 API 密钥。这意味着，任何 人只要获得密钥，即可直接接管任意 AI 账号（包括拥有 190 万粉丝的知名学者 Andrej Karpathy 的 AI 分身），并以其名义随意发布内容。 在接到媒体 404 Media 的预警后，Moltbook 创始人已紧急修复了该漏洞。此次事件被指是业界过度追求开发速度的「氛围编程」（Vibe Coding）所致， 与此前 Rabbit R1 密钥泄露及 ChatGPT 用户数据「串台」如出一辙，再次暴露了 AI 应用在基础安全建设上的巨大隐患。（来源：极客公园） 苹果人工智能团队再现离职潮，多名研究员转投 Meta 和谷歌 2 月 1 日，除了失去一位 Siri 高管外，苹果公司近几周 ...

本轮融资由多家国内外机构投资人参与，包括阿联酋磊石资本（Stone Venture）、东方富海、基石资本、天创资本、广发信德、合肥创新投、国泰君安创 新投资、中信建投、唐兴资本、财鑫资本；战略产业投资人包括京东、中鼎股份、光洋股份、东土科技；老股东尚颀资本、彼岸时代、蔚来资本、明势创 投持续加码。 逐际动力称，将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身 Agentic OS 三大核心能力，逐际动力聚焦具身智能大小脑融合核 心技术的突破，推动通用人形机器人和模块化基座机器人的原始创新，通过产品工程化与供应链生态体系建设，进一步拓展中国和全球市场。 IT之家 2 月 2 日消息，今日，逐际动力 LimX Dynamics 宣布完成 2 亿美元的 B 轮融资。 在过去两个月，逐际动力连续发布了两项关键产品和技术：多形态具身机器人 TRON 2 和具身智能体 OS 系统 LimX COSA。通过原创的模块化设计， TRON 2 支持多种形态的灵活组合，移动和操作能力一举两得，使开发者和行业用户能够根据不同应用场景快速构建合适的机器人形态，无需为单一任务 反复定制硬件。TRON 2 是一个可复用、 ...

BIG IDEAS 2026 RESEARCH REPORT FOR INFORMATIONAL PURPOSES ONLY ARK Investment Management LLC This is not a recommendation in relation to any named particular securities/cryptocurrencies and no warranty or guarantee is provided. Any references to particular securities/cryptocurrencies are for illustrative purposes only. There is no assurance that the Adviser will make any investments with the same or similar characteristics as any investment presented. The reader should not assume that an investment identifi ...

Group 1 - The core viewpoint of the news is that the Chinese aerospace industry is advancing significant technological projects for space resource development, indicating a strategic shift towards space mining as a new frontier for mineral resource competition among nations [1][3]. - The "Fifteen Five" period will see the establishment of a comprehensive testing platform for space resource development, focusing on key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost space transportation, and in-situ processing [1][3]. - The human-shaped robot sector has experienced a significant downturn, with the core company index dropping by 8.73%, underperforming compared to the broader market indices [2]. Group 2 - The report highlights that the recent downturn in the human-shaped robot sector is attributed to short-term catalysts such as factory audits and Tesla's earnings call, alongside a shift in funding styles as the Chinese New Year approaches [2]. - The Tesla earnings call emphasized the company's plans for mass production of robots, with a target of achieving a production capacity of 1 million robots at the Fremont factory, marking a pivotal moment for the industry [2]. - The integration of robotics and commercial aerospace is expected to benefit from the upcoming wave of space mining, with multi-functional robots anticipated to play a crucial role in various tasks within space exploration [3]. Group 3 - The report identifies key beneficiaries in the commercial aerospace and robotics sectors, including companies involved in rocket manufacturing, satellite systems, and core robotic components [4]. - Specific companies recommended for investment include Blueway Technology, Junsheng Electronics, and others across various categories such as bearings, structural components, and motors, indicating a diversified approach to capitalize on the emerging opportunities in space mining and robotics [4].

Core Insights - LimX Dynamics has completed a $200 million Series B financing round, with participation from various well-known domestic and international institutional investors, including Stone Venture, Dongfang Fuhai, and others [2] - The company plans to increase R&D and market investments by 2026, focusing on breakthroughs in core technologies related to embodied intelligence and humanoid robotics [4] Group 1: Company Overview - LimX Dynamics, established in 2022, is an AI-driven humanoid robotics company aiming to create full-size general-purpose humanoid robots and has developed innovative products like the multi-modal robot TRON [4] - The company emphasizes disruptive innovation in embodied intelligence, aiming to enhance the generalization capabilities of AGI in the physical world across various sectors, including research, manufacturing, and home applications [4] Group 2: Product Innovations - The TRON 2 robot features a modular design that allows for flexible combinations of various forms, enabling developers and industry users to quickly construct suitable robot shapes for different applications without the need for repeated hardware customization [6] - LimX COSA is an independently developed embodied Agentic OS that integrates high-level cognition, decision-making, and full-body motion control, allowing humanoid robots to understand tasks, perceive environments, and adjust decisions in real-time [8]

截至2026年1月30日收盘，机器人ETF(159770)全天申购6600万份，换手4.59%，成交4.49亿元。跟踪的中证机器人指数 (H30590)下跌0.45%。成分股方面涨跌互现，绿的谐波领涨7.78%，天准科技上涨6.23%，伟创电气上涨4.98%。 截至1月30日，机器人ETF(159770)近半年份额增长20.69亿份，实现显著增长。 【产品亮点】 机器人ETF(159770)深市规模最大的机器人主题ETF，成分股覆盖人形机器人、工业机器人、服务机器人等多个细分领域， 帮助投资者一键布局机器人上中下游产业链。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 【热点事件】 2、北京首个人形机器人中试平台启动，实现全链路中试服务覆盖 1月29日，北京人形机器人创新中心中试验证平台正式启动，这也是北京首个人形机器人中试验证平台，包括小批量试制 线、具身智能机器人生产示范线、具身智能机器人关节生产示范线及专业测试实验室，可实现从核心部件到整机的全链路 中试服务覆盖。 【机构观点】 中信证券表示，目前人形机器人处于技术验证期，但商业化落地时间相比于新能 ...