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 ...

近日，逐际动力LimX Dynamics宣布完成2亿美元B轮融资，本轮融资由多家国内外知名机构投资人参与，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；老股东上汽集团旗下尚颀资本、彼岸时代、蔚来资本、明势创投持续加码。 以全栈技术，掌握具身智能走向落地的关键能力 步入2026年，在新老股东和合作伙伴的大力支持下，逐际动力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。 在过去两个月，逐际动力连续发布了两项关键创新产品和技术：多形态具身机器人TRON 2和具身智能体OS系统LimX COSA，广受全球关注和认可。 TRON 2：面向技术和场景验证的具身智能通用基座 通过原创的模块化设计，TRON 2 支持多种形态的灵活组合，实现移动和操作一举两得 ...

图为中科灵犀科技有限公司的机器人现场为观众书写"福"字。 洪敬谱摄（洪敬谱） 原标题：机器人送"福"迎春 来源：科技日报 原标题：机器人送"福"迎春 寒冬时节，记者来到位于安徽合肥瑶海区的长三角数字科技示范园，探访合肥具身智能机器人数据采集 训练场。这里被称为安徽首家"机器人大学"，是合肥智能机器人公共服务平台的核心组成部分。训练场 内，十余台人形机器人正在有序进行多技能实训：有的在弹奏钢琴，有的在搬运货物，还有的在挥毫书 写春联。 ...

人手暗藏复杂精密的生物结构——27块骨骼、超过20个自由度，可实现33种精准抓握动作。能精准复刻 人手灵巧操作的机器人灵巧手，成为人形机器人研发中最难攻克的核心零部件之一。"我们的Linker Hand系列灵巧手，不仅能流畅演奏钢琴，还能胜任工厂精密打螺丝、为人体按摩等多元场景。"灵心巧 手联合创始人左家平介绍，团队自主研发的机器人灵巧手，价格仅为国际同类产品的十分之一，核心技 能水平却实现数倍提升。 灵巧手给了机器人高效的"操作能力"，柔性电子皮肤为机器人装上了感知世界"皮肤"。"多模态柔性电 子皮肤的机器人应用项目"团队模感科技，研发了用于躯干的透明柔性电子皮肤，用于手臂、手掌的压 阻式矩阵传感器，适合指部、足部的压阻式矩阵传感器。 "面向超低轨道卫星的批产化混合霍尔电推进系统"项目，为超低轨道卫星长时间运行提供高效动 力；"基于AI的虚拟电厂调节与负荷侧节能降碳系统"项目，今年年收入预计将达3亿元；"面向新一代火 箭发动机的生成式'设计-分析-制造'智能一体化平台"项目，探索解决现有火箭发动机研制周期长、成本 高、迭代慢等痛点……大赛AI应用领域前十项目全面展现了人工智能技术在各行业的深度融合与创新 应 ...

Group 1: Economic Development and Innovation - The "Su Super" football league in Jiangsu has generated significant consumer spending of 38 billion yuan, showcasing the economic impact of local events and cultural initiatives [1] - Jiangsu's foreign trade reached a record high of nearly 6 trillion yuan, reflecting resilience through market structure optimization and the rise of new business models [2] - A "de-involution" movement is underway in various industries, including solar energy and automotive, aimed at curbing unhealthy competition and enhancing resource allocation [3] Group 2: Technological Advancements - The development of "embodied intelligent robots" is gaining momentum in Jiangsu, with nearly 300 companies forming an innovation alliance to enhance technological capabilities [4] - Jiangsu is focusing on "characteristic advantageous industries," identifying over 200 such industries across 95 counties to promote targeted development and modernization [5] - The rise of One Person Companies (OPC) is being supported through a comprehensive ecosystem that encourages micro-innovation and entrepreneurship [6] Group 3: Service Industry Growth - The revenue growth rate of the productive service industry in Jiangsu reached an average of 11.3%, significantly contributing to the overall service sector growth [7] - A new "dual high collaboration" mechanism is being implemented, linking high-tech zones with universities to foster innovation and address real industry challenges [9] Group 4: Human Capital Investment - The concept of "investing in people" has been incorporated into government reports, emphasizing the transformation of human resources into human capital, with significant funding directed towards social welfare and education [10] Group 5: Scene Innovation - Scene innovation is becoming a key focus in Jiangsu, with 93 projects launched across various sectors, highlighting the role of artificial intelligence in driving technological commercialization [11]

Core Insights - Tesla stock has risen 134% over the past three years, outperforming the S&P 500, despite recent volatility following the fourth-quarter financial update [1] - The company's high valuation reflects its long-term potential in AI services, particularly with the upcoming production of the Optimus humanoid robot [2] Investment and Production Plans - Tesla is set to start Optimus production by the end of this year, repurposing production lines from Model S/X vehicles, with a potential output of 1 million units annually [5] - The company will showcase version 3 of Optimus in the first quarter, expected to demonstrate significant advancements in human-like movements [4] Competitive Advantage - Tesla's access to real-world video data from its vehicle fleet provides a unique advantage in training AI for nuanced decision-making, positioning it as a major player in the humanoid robot market [6] Revenue Model and Future Outlook - The transition to a services business model, including monetizing Optimus as a service, is expected to enhance the lifetime value of the product, similar to Tesla's robotaxis and full self-driving subscriptions [7] - At full production capacity, Optimus is anticipated to become a highly profitable recurring revenue stream, with the stock market likely to begin discounting future earnings as production approaches [8]

Core Insights - Tesla is attempting to redefine itself beyond just an electric vehicle manufacturer, positioning itself as a sustainable energy and AI company [1][2] Financial Performance - In 2025, Tesla generated $94.8 billion in revenue, with $69.5 billion from EV sales and leasing, and $25 billion from energy generation and services [3] - Tesla's profits in 2025 were 46% lower year-over-year, reflecting a decline in EV sales impacting the overall financial health [3] Strategic Shifts - Tesla is increasing its capital expenditures to $20 billion in 2026, which will lead to negative cash flow as the company invests heavily in growth initiatives [4] - The production of the Model S and Model X is being discontinued, which represents about 2% of Tesla's sales volume, marking a significant shift in the company's product lineup [5] Future Plans - Tesla plans to replace the production void left by the discontinued models with Optimus humanoid robots and aims to expand its robotaxi operations in 2026 [6] - A notable investment of $2 billion into xAI is planned, indicating a closer alignment between Tesla and Musk's AI ventures, with potential discussions of merging Tesla, SpaceX, and xAI [7]

Investment Highlights - The SW auto parts index decreased by 5.74% this week, ranking 4th in the SW auto sector, with a year-to-date increase of 2.85% [3][14] - The Wande robot index fell by 6.16% this week, with a year-to-date increase of 0.48%, underperforming the SW auto parts index by 0.42% [4][14] Core Coverage Changes - Jifeng Co. is expected to turn profitable in 2025 [5] - Xingyu Co. has submitted an application for listing on the Hong Kong Stock Exchange [5] - Landai Technology, Fuda Co., and Guangyang Co. announced performance increases for 2025 [5] - New Spring Co. and Kaidi Co. have reached a strategic cooperation agreement [5] Weekly Performance of Core Coverage Stocks - Xingyu Co. +11.19% - Beite Technology +3.75% - Feilong Co. +1.57% - Fuyao Glass +0.73% [6][55] Major Events This Week - Tesla will cease production of Model S/X in Q2 2026, switching the production line to Optimus [7][47] - Li Auto is entering the humanoid robot market [7][47] Investment Recommendations 1. Auto Parts - Seek structural opportunities: prioritize product-oriented companies and those entering high-value sectors to increase ASP, and focus on potential leading companies with production capacity in Europe, North America, and Southeast Asia [8] 2. Robotics - Seek certainty: Musk stated that Optimus V3 is expected to be released in Q1 2026, with the sector entering a spring rally period; attention should be paid to the order landing timeline for V3 and application deployment by domestic companies like Xiaopeng, Yushu, and Zhiyuan [8] 3. Recommended stocks based on EPS: Fuyao Glass, Xingyu Co., Minshi Group, Junsheng Electronics, and Xingyuan Zhuomei, with a focus on New Spring Co. [8] 4. Recommended stocks based on PE: Top Group, Junsheng Electronics, Shuanghuan Transmission, Minshi Group, Yinlun Co., and Feilong Co., with a focus on Yap Co. and Daimi Co. [8]

源泽/文 图片由中国五冶集团提供 项目工地上，运输机器人搭载着各类建材和小型设备来回穿梭，转运物资；焊接机器人在高空舞动"手臂"，自动进行焊接作业；喷涂机器人在室内"挥毫泼 墨"，对着墙面自主进行粉刷作业；钢筋加工机器人不停运转，将钢筋精准折弯成所需的形状；工地一旁的大屏幕上，各个机器人的运转状态实时呈现，只 需点击鼠标就可下达命令，让"军团"协调配合、完成各项施工任务…… 这些场景并非想象，而是正在走进现实。 新品发布会现场 2月1日，中国五冶集团联合新松机器人、四川简州空港产融投资发展集团有限公司联合打造的四川芯烨智创机器人科技有限公司举行新品发布会，集中发布 国内首个自研智能建造机器人生态集群，包含行业首创的项目级机器人集群智能调度管理系统和4款自主研发的智能建造机器人。发布会还向全行业发出了 共创邀请，一同探索建筑行业转型升级之路。 "超级大脑"+"机器工匠" 转自：四川在线 本次发布的机器人集群智能调度管理系统，是全国首个项目级智能建造"指挥中心"，能够实现机器人与智能装备全生命周期集群管理、智能调度，借助AI大 模型赋能智能巡检与视频监控集成，让施工数据可以实时3D可视化，多屏同步查看，异常情况自 ...