Core Insights - Cannibble Food-Tech Ltd. is navigating a challenging environment due to geopolitical conditions in Israel and capital-market constraints, which have impacted its ability to raise capital and advance initiatives [2] - The company has secured additional funding and is now advancing selected strategic initiatives while maintaining its core food-technology business [3] New Division: Robotics and AI - Cannibble has established a Robotics and Artificial Intelligence Division aimed at exploring automation and service robotics opportunities within the food service and hospitality sectors [4] - A collaboration with AIBotics Inc. has been initiated to evaluate the deployment of AI-powered service robots in food service, hospitality, and security applications, starting in Israel and potentially expanding internationally [5] - An initial shipment of service robots from KEENON Robotics has arrived in Israel, awaiting customs clearance to support pilot programs and market assessments [6] Shareholders' Meeting Update - A recent shareholders' meeting resulted in the approval of a resolution to change the company's name, with the new name to be announced soon [8] - Shareholders also approved the continued terms of office for existing directors and reappointed Ziv Haft Chartered Professional Accountants as the auditor for another term [9] Future Outlook - Cannibble plans to continue evaluating strategic initiatives with a focus on disciplined capital allocation, operational execution, and regulatory compliance [10] - The company emphasizes transparent communication with shareholders and aims to advance initiatives that align with its long-term strategy [10]

1月29日，中央广播电视总台与松延动力联合宣布， 松延动力成为总台《2026年春节联欢晚会》人形机器人合作伙伴。 松延动力是第四家官宣将上春晚的人形机器人企业，各家的抬头有所区分。根据此前披露，银河通用为2026春晚指定具身大模型机器人；宇树科技为2026 年春晚机器人合作伙伴；魔法原子为2026春晚智能机器人战略合作伙伴。 小布米同样身形较为"迷你"，其高94厘米、重约12千克，拥有超过21个自由度，能灵活实现行走、奔跑和舞蹈等复杂动作，并集成了流畅的语音交互与零 门槛的图形化编程功能。 A股方面，利亚德通过旗下子公司北京虚拟动点科技有限公司与松延动力达成战略合作；风语筑与松延动力达成战略签约，聚焦新文旅场景机器人解决方 案；松延动力与慧辰股份达成战略合作，双方就松延动力旗下新款小布米人形机器人达成1000台订单签约。 来源：上海证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 松延动力成立于2023年9月，公司创始人、董事长姜哲源出生于1998年，高考时以北京市第28名的成绩考入清华大学电子工程系。2023年，正值姜哲源在 清华读博的第三年，他选择退学创立机器人公司。 2025年10月，松延动力 ...

Core Viewpoint - Realbotix Corp. has been granted an extension by the Ontario Securities Commission to file its audited financial statements for the year ended September 30, 2025, due to a transition in its Chief Financial Officer and a health-related issue affecting the outgoing CFO [1]. Group 1: Financial Reporting - The company will file its audited annual financial statements, management's discussion and analysis, and CEO and CFO certifications by February 28, 2026, after missing the original deadline of January 28, 2026 [1]. - A management cease trade order (MCTO) has been issued, preventing the CEO and CFO from trading the company's securities until the annual filings are completed [1]. - The company is working with its auditors, RSM Canada LLP, to ensure the timely completion of the annual filings [1]. Group 2: Company Operations and Developments - Realbotix is recognized as a leader in AI-powered humanoid robotics, focusing on customer service, engagement, and companionship through highly customizable humanoid robots [1]. - The company has showcased its advanced humanoid robots at CES 2026, demonstrating their ability to engage in unscripted conversations, highlighting the autonomous capabilities of its technology [2]. - Ericsson is deploying Realbotix's humanoid robots equipped with proprietary vision technology for workforce training and visitor engagement at its Imagine Studio experience center in Plano, Texas [2].

Core Insights - The company has launched a proprietary beverage dispensing robotic system called Beverages in Motion – Everywhere (BIM-E), which served over 5,000 drinks during its debut at CES 2026, demonstrating its readiness for high-volume hospitality environments [1][2] Group 1: Product Features and Performance - BIM-E is designed to optimize service efficiency in high-traffic venues, enabling precise pours of various beverages, including beer, wine, and coffee, with an average dispensing time of 10 seconds per 16-ounce beverage [2][3] - Each BIM-E unit can dispense up to eight different beverages and is engineered for consistent pouring, allowing one bartender to manage up to three units simultaneously, serving a drink approximately every 7 seconds [4] Group 2: Market Challenges and Solutions - The system addresses significant challenges in the foodservice industry, such as labor shortages, high turnover, and rising service expectations, by increasing throughput during peak periods and reducing wait times [3][4] - BIM-E helps venues capture incremental revenue that may have been lost due to staffing limitations during high-demand times, improving customer satisfaction and potentially increasing revenue [3] Group 3: Business Model and Future Plans - The company plans to begin accepting orders for BIM-E later this quarter, focusing on enterprise operators and multi-location hospitality partners, and will offer it through a Robotics-as-a-Service (RaaS) platform [5] - This scalable model allows clients to focus on customer service while providing a recurring revenue stream for the company [5][6]

Core Insights - Generalist is a leading company in the robotics field with significant long-term competitive potential, focusing on data scale, team capability, and a clear scaling path [2][4]. Data Collection and Quality - High-quality real-world data is recognized as a core scarce resource in the robotics industry, with Generalist claiming to have accumulated 270,000 hours of training data, positioning it as the first robotics team to reach a data scale comparable to GPT-1 [4][6]. - The current mainstream methods for data collection include real machine data, human-operated data, pure video data, and synthetic data, with a consensus that real machine data is essential for training usable robotic models [5][6]. - Generalist's data collection strategy involves deploying thousands of data collection devices globally, utilizing egocentric data, and collaborating with data foundries to ensure diverse data sources [40][44]. Team and Technical Expertise - The core team of Generalist consists of members from prestigious institutions like OpenAI, Boston Dynamics, and Google DeepMind, contributing to significant projects such as PaLM-E and RT-2, showcasing strong technical capabilities [2][53]. - The team has demonstrated a clear research path and model dexterity through various demos, indicating a focus on achieving high levels of agility in robotic tasks [3][30]. Model Development and Performance - Generalist's GEN-0 model exhibits remarkable dexterity and the ability to perform complex tasks autonomously, showcasing its potential in physical interaction challenges [30][37]. - The model architecture employs Harmonic Reasoning, integrating perception and action tokens in a single Transformer flow, allowing for continuous and intelligent action generation [52]. Competitive Landscape - Generalist operates in a competitive environment with other companies like Physical Intelligence and Google, each with distinct strategies and strengths. Generalist's primary advantages lie in its extensive real machine data and strong team expertise, while facing challenges from competitors with more comprehensive team structures and funding [62][63]. - The company is positioned in the second quadrant of the robotics industry landscape, focusing on developing a general robotic brain, while competitors like Sunday are advancing faster in practical applications [61][62].

Core Viewpoint - Tesla is transitioning from a traditional automotive company to a technology-oriented firm focused on AI and robotics, as evidenced by its decision to discontinue the Model S and X EVs to prioritize the production of the Optimus humanoid robot and its investment in AI initiatives [1][4][7]. Financial Performance - Tesla reported its first-ever annual revenue decline, with profits falling by 46% last year and car sales revenue decreasing by 11% year-over-year in the last quarter [2]. - Despite these challenges, Tesla exceeded Wall Street expectations, leading to a 3% increase in its stock price after earnings [5]. Strategic Shift - The company is phasing out traditional vehicle sales as its primary revenue source, with a significant focus on robotics and AI services [6][7]. - Tesla's executives believe that the future of transportation will be dominated by autonomous vehicles, predicting that less than 5% of miles driven will involve human drivers [5]. Full Self-Driving (FSD) Strategy - Tesla has transitioned its FSD software to a subscription model, removing the one-time purchase option, which analysts view as a move to monetize its technology and drive adoption [8][9]. - Currently, only 12% of Tesla owners have purchased FSD, with a significant portion of these being upfront purchases rather than subscriptions [11]. Robotaxi and Optimus Initiatives - The company is heavily investing in its robotaxi service and the Optimus humanoid robot, which are seen as critical to its future valuation [13][14]. - Tesla aims to have robotaxis operating in a significant portion of the U.S. by the end of the year, pending regulatory approval, with production of the Cybercab robotaxi set to begin in April [17]. Market Dynamics - Tesla continues to dominate the U.S. electric vehicle market, but faces increasing competition from Chinese manufacturers like BYD, which are gaining market share globally [20][21]. - The end of the $7,500 tax credit has contributed to a slowdown in the EV market, impacting Tesla's sales [20]. Future Outlook - Analysts suggest that Tesla's transition to a tech-oriented business model could lead to higher margins and revenue, transforming it from a capital-intensive automotive company to a high-margin services business [19][24]. - The company is expected to spend over $20 billion this year on new production lines and AI infrastructure to support this transition [19].

Core Insights - Tesla shares increased by over 3.3% in premarket trading despite reporting its first-ever annual revenue decline, as CEO Elon Musk announced a strategic pivot towards AI and robotics [1][2] Group 1: Financial Performance - Tesla's fourth quarter 2025 earnings report narrowly exceeded Wall Street forecasts, but it marked the company's first annual revenue decline [2][3] Group 2: Strategic Shift - The company will cease production of its premium Model S and Model X vehicles to focus on manufacturing humanoid robots named Optimus at its Fremont, California facility [3][4] - Musk expressed optimism about the future, stating that the growth of AI and robotics will usher in an era of abundance [3] Group 3: Long-term Goals - Tesla aims to produce 1 million units of the Optimus robot at its California plant, indicating a significant shift in its production strategy [4] Group 4: Investment in AI - Tesla announced a $2 billion investment in xAI, Musk's artificial intelligence company, as part of its latest funding round, despite previous lukewarm responses from investors [5] - The investment aligns with Tesla's goal of integrating AI into physical products and services, while xAI focuses on developing digital AI solutions [5]

Core Viewpoint - The article highlights the resurgence of Limited Partners (LPs) in the primary market, particularly focusing on the investment activities of Beijing Gehua Cable Television Network Co., Ltd. in the robotics sector, indicating a broader trend of increased investment enthusiasm among industry giants in 2026 [2][8]. Group 1: Investment Activities - Beijing Gehua Cable announced its participation as an LP in the "Shunxin Embodied Intelligent Robot Equity Investment Fund," committing 100 million RMB, which represents 5% of the fund's total subscription amount, with an initial investment of 30 million RMB [5][6]. - The fund, initiated by Zhongbing Shunjing Equity Investment Management Co., Ltd., has a total scale of 2 billion RMB and aims to invest in unlisted companies within the humanoid robot industry, covering various technological fields [5][6]. - This marks a return for Gehua Cable as an LP, having previously invested in over 100 projects since 2008, with 20 companies achieving IPOs [7]. Group 2: Market Trends - The article notes a revival in the primary market, with increased investment enthusiasm from industry players, contrasting sharply with the cautious approach seen in previous years [10]. - In 2025, China's private equity market showed signs of recovery, with a nearly 10% increase in both fundraising and investment, despite a challenging exit environment [10][11]. - The first three quarters of 2025 saw institutional LPs committing approximately 1.24 trillion RMB, a year-on-year growth of 9%, with new fund registrations increasing by 15.18% [10]. Group 3: Industry Dynamics - The return of both "old money" (established investors) and "new money" (emerging investors) is reshaping the investment landscape, with a focus on sectors like AI and robotics [11][13]. - The article emphasizes a shift towards "patient capital," where investors are increasingly aligning their strategies with long-term industrial evolution and national strategies [13]. - The overall market sentiment is improving, driven by policy support for technological innovation and the emergence of new investment opportunities [11][13].

机器人大讲堂 获悉，食品加工 方向 AI 机器人公司 希夕智能于 1 月 29 日宣布完成 数千 万元天使轮融资，本轮融资领投方为宁波北仑商贸物流投资集团，跟投方为 荣成荣鑫基金和盛景嘉成。值得一提的是，希夕智能由新希望 智能设备制造有限公司， 通用智能机器人头部 独角兽 企业非夕科技 ，和希夕的初始创业合伙团队 联 合创立。 新希望智能是以农业与食品为核心多元化产业集团新希望集团旗下专注人工智能与机器人赛道的孵化投资平台。 据了解，该轮融资将 主要 被用于项目 复 制 推广 和产品研发迭代 。 成立于 2022 年， 希夕智能是一家全栈式 智能 食品加工机器人解决方案企业 ，将 AI 智能与柔性机器人结合，提供切割、加工、分拣、称重、内包等食品生产场景 的机器人及全 栈智能 解决方案，解决 食品加工行业强依赖人工以及 劳动力短缺问题 ，截至 2025 年已累计签署落地近十家企业客户，且有多家海外客户正在推 进。 食品加工行业在 长期以来 存在 人口老龄化 、 缺一线劳动力、加工工序难 ， 无法自动化、行业需求变化快 等痛点。究其原因， 高温、高湿、高噪、高危及高重复 性等劳动岗位，与 " 外卖、快递 " 等 ...

Core Viewpoint - Tesla is shifting its focus from electric vehicle production to robotics, announcing the discontinuation of the Model S and Model X to allocate resources for manufacturing Optimus robots, following its first annual revenue decline [1]. Group 1: Production Changes - Tesla will cease production of the older Model S and Model X vehicles to repurpose factory space for its Optimus robots [1]. - The company is facing challenges in its transition to self-driving cars and robotics, with plans for Cybercabs (robotaxis) hindered by capacity issues and regulatory hurdles [3]. Group 2: Financial Investments - Tesla's investment is set to more than double to $20 billion this year, with $2 billion allocated to its artificial intelligence division, xAI [2]. - The increased spending aims to fulfill promises made by CEO Elon Musk regarding the company's transition towards advanced technologies [3]. Group 3: Market Position and Competition - Tesla is exploring new revenue streams as competition in the electric vehicle market intensifies, particularly with BYD surpassing Tesla to become the world's largest EV manufacturer [5]. - The company has experienced revenue and profit declines due to backlash against Musk's cost-cutting measures and competitive pricing from rivals [5][6]. Group 4: Stock Performance and Investor Sentiment - Tesla shares rose by 2% in after-hours trading, reflecting cautious gains attributed to AI-driven turnaround plans [11]. - There are concerns among investors regarding Musk's ability to manage multiple ventures, including a potential public offering for SpaceX [11].