（图片来源：摄图网） 6月25日，AI芯片巨头英伟达股价再创历史新高，达到154.31美元，市值跃升至3.76万亿美元，成功重 登全球市值第一的宝座。背后是英伟达在AI领域的持续深耕以及市场对其AI芯片强劲需求的双重推 动。 在英伟达年度股东大会上，首席执行官黄仁勋指出，除了人工智能(AI)这一核心驱动力，机器人技术将 是英伟达最具发展前景的市场，并预测自动驾驶汽车将成为该技术首个主要的商业应用领域。他强 调："我们公司在各个领域都有很多增长机会，而其中人工智能和机器人技术是最大的两个，代表着数 万亿美元级别的增长机会。" 黄仁勋表示："我们很久以前就不再把自己仅仅看作一家芯片公司了。我们正在朝着这样一个目标努 力：未来将有数十亿个机器人、数亿辆自动驾驶汽车，以及数十万个机器人工厂，它们都可以由英伟达 的技术提供动力。" 从全球机器人行业的现状来看，2023年全球机器人行业市场规模超660亿美元，五年行业复合增速为 11.27%，呈现出蓬勃发展的态势。 目前，全球机器人行业竞争激烈，涵盖工业机器人、服务机器人、特种机器人等多个领域。其中，服务 机器人市场占比最大，超过50%。 | 图表3: 全球机器人领域领先 ...

若仅从公开的投融资交易数量来看，尚难瞥见具身智能降温的端倪。根据南都记者在数据服务商IT桔子 平台的统计，截至2025年6月26日，包含人形机器人在内的具身智能赛道共收获126笔融资。其中，6月 的投融资数量25笔，基本上与3至5月的情况持平，并显著高于1月的14笔和2月的16笔。不过，投融资对 外披露存在滞后性。 VC（风险投资）投资人李鑫近期调研了北京的四个具身智能项目，他发现，约见公司创始人变得容易 了许多。短短几个月前，看项目需要排期，创始人也可能爱搭不理。 李鑫据此判断，具身智能赛道在降温了，创始人的态度变化代表着行业"最直接的水温"。他从其他投资 人和FA（财务顾问）人士处亦得到相同的判断，"身边的FA已经不接新的具身智能本体项目，开始把精 力放在其他领域了"。 过去两年多，具身智能的融资热度持续攀升，过亿元的早期融资不再鲜见。特别是今年春节后，这轮热 度达到新的高位。星海图联合创始人许华哲3月下旬曾告诉南都记者，体感上，今年融资变得容易了很 多。"去年，投资人的心态可能是有兴趣投资，但需进一步考虑。然而，今年他们的心态已经变成 FOMO（Fear of Missing Out，害怕错过），更倾向 ...

Group 1: Company Developments - Ledong Robotics has submitted its IPO application to the Hong Kong Stock Exchange, primarily known for its lidar supply business, with a focus on the lawn mower robot market for new growth opportunities [1] - UBTECH Technology condemned third-party modifications of its robots, highlighting concerns over data security and consumer rights due to unauthorized alterations of its discontinued products [4] - Tesla's CEO Elon Musk announced that the Optimus V3 humanoid robot will integrate the Grok voice assistant, aiming for significant improvements and a public launch in 2026 [6] Group 2: Market Trends and Insights - The lawn mower robot market has low penetration and intense competition, with Ledong Robotics adopting a low-price strategy to capture the low-end market, facing challenges such as brand recognition and limited R&D investment [1] - Haier is developing cost-effective, specialized home robots, predicting that households will have multiple robots integrated into daily life, emphasizing the importance of innovation over price wars in the appliance industry [9] - A report from Maimai Gaohire indicates a dramatic increase in talent demand in the autonomous driving and robotics sectors, with a projected 28-fold increase in job postings by April 2025 compared to January 2024 [13]

Industry Overview - China's embodied AI industry is experiencing rapid growth, encompassing industrial automation, autonomous EVs, delivery drones, and advanced robotic humanoids [1] - China produced nearly 100 embodied AI robotic products and holds 70% of the global market share [2][3] Government and Investment - The central government has allocated approximately $138 billion for the development of humanoid robots for both industrial and personal applications [4] Job Market - Job openings in China's humanoid robotics sector have quadrupled this year, with algorithm engineers' salaries exceeding the average urban pay [5] Company Examples and Products - Hangzhou-based Unitary offers the four-foot two-inch H77 G1 AI Avatar for $16,000 [5] - The Go1 door, equipped with lidar and 12 flexible knee joint motors, is available for $600 [6] - Lenovo's six-legged Daystar is used for inspection and diagnostic tasks in hazardous environments [6] Future Outlook - Chinese robots are expected to offer a competitive price-performance ratio, supported by state policy and funding [7] - A wide range of new embodied AI products are anticipated to emerge [7]

Macro News - The State Council issued a plan to enhance the credit repair system, promoting efficient credit restoration for companies undergoing bankruptcy reorganization or settlement [4] - The Ministry of Commerce emphasized the importance of maintaining global supply chain stability and has approved a number of compliant applications for rare earth exports to the EU [4] - The National Financial Supervision Administration and the People's Bank of China released a plan for the high-quality development of inclusive finance, aiming to establish a comprehensive inclusive financial system within five years [5] Industry News - The Central Committee and the State Council released opinions on advancing river protection and governance, aiming to improve flood prevention and disaster reduction capabilities by 2035 [6] - A new generation of domestically developed CPU, Longxin 3C6000, was launched, which does not rely on any foreign supply chains and meets the performance level of mainstream products in 2023 or 2024 [6] - Xiaomi launched its first SUV, the Xiaomi YU7, priced from 253,500 yuan, featuring long-range capabilities [6] - The International Bank for Settlements reported that stablecoins have not met the requirements for monetary system pillars, indicating their future role remains unclear [6] - The China Academy of Information and Communications Technology announced the ongoing application for a computing power internet experimental network, expanding the trial scope to key industries [8] Company News - Ningbo Huaxiang announced that its subsidiary has been commissioned to produce full-size bipedal robots [9] - Northern Navigation reported that its director and CFO reduced their shareholding by 97,900 shares [10] - The National Medical Insurance Administration issued guidelines for adjusting the basic medical insurance directory, marking a significant step for commercial health insurance [12] - The first hydrogen-electric tugboat, "Hydrogen Electric Tug 1," was officially launched, featuring a hybrid system with zero carbon emissions [12] - Zhifei Biological announced plans to issue bonds up to 6 billion yuan for investment in technological innovation [15] - Dream Network Technology disclosed a restructuring report, planning to acquire 100% of Bicheng Digital for 1.28 billion yuan [18] Global Market - US stock markets mostly rose, with the Nasdaq and S&P 500 indices reaching near historical closing highs [18] - International crude oil futures settled slightly higher, with WTI crude oil futures up by 0.49% [19] Investment Opportunities - The global cross-border payment market is expected to grow significantly, with projections indicating a transaction volume of 194.6 trillion dollars by 2024, and a CAGR of 6.4% to reach 320 trillion dollars by 2032 [22] - Vivo X Fold5 launched with second-generation semi-solid-state battery technology, predicting a market size exceeding 250 billion yuan for solid-state batteries by 2030 [23] - Analysts predict Nvidia's market value could expand to 6 trillion dollars, driven by a new wave of AI applications [24] - The AI education sector is projected to reach a market size of 160 billion yuan by 2027, with significant growth expected in AI-driven educational products [25]

Core Insights - The Guangdong intelligent robotics industry cluster is projected to achieve over 90 billion yuan in revenue by 2024, positioning itself as a leader in China [1] - The industry is experiencing rapid growth, with a focus on supply chain collaboration and application scenarios [1][2] Industry Overview - The upstream of the intelligent robotics industry includes components such as reducers, servo motors, and sensors, with companies like Benmo Technology exploring direct drive technology to enhance efficiency and reduce wear [2] - The Pearl River Delta region has established a robust electronic information industry, creating a "one-hour industrial circle" that facilitates rapid collaboration among partners [3] Application and Impact - Guangdong's industrial robot production is expected to account for 44% of the national total in 2024, maintaining its position as the top producer for five consecutive years [5] - Robots are increasingly integrated into various sectors, enhancing productivity in manufacturing, agriculture, and service industries, with applications ranging from welding to automated inspections [5][6] Technological Development - The industry is at a critical juncture of technological iteration and scene expansion, necessitating the establishment of neutral data collection bases and comprehensive testing platforms for key components [6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Goal-Oriented Navigation empowers robots to autonomously complete navigation tasks based on goal descriptions, marking a significant shift from traditional visual language navigation systems [2][3]. Group 1: Technology Overview - Embodied navigation is a core area of embodied intelligence, relying on three technical pillars: language understanding, environmental perception, and path planning [2]. - Goal-Oriented Navigation requires robots to explore and plan paths in unfamiliar 3D environments using only goal descriptions such as coordinates, images, or natural language [2]. - The technology has been industrialized in various verticals, including delivery, healthcare, and hospitality, enhancing service efficiency [3]. Group 2: Technological Evolution - The evolution of Goal-Oriented Navigation can be categorized into three generations: - First Generation: End-to-end methods focusing on reinforcement learning and imitation learning, achieving breakthroughs in Point Navigation and closed-set image navigation tasks [5]. - Second Generation: Modular methods that explicitly construct semantic maps, breaking tasks into exploration and goal localization [5]. - Third Generation: Integration of large language models (LLMs) and visual language models (VLMs) to enhance knowledge reasoning and open vocabulary target matching [7]. Group 3: Challenges and Learning Path - The complexity of embodied navigation, particularly Goal-Oriented Navigation, necessitates knowledge from multiple fields, making it challenging for newcomers to enter the domain [9]. - A new course has been developed to address these challenges, focusing on quick entry, building a research framework, and combining theory with practice [10][11][12]. Group 4: Course Structure - The course will cover the theoretical foundations and technical lineage of Goal-Oriented Navigation, including task definitions and evaluation benchmarks [15]. - It will also delve into the Habitat simulation ecosystem, end-to-end navigation methodologies, modular navigation architectures, and LLM/VLM-driven navigation systems [16][18][20][22]. - A significant project will focus on the reproduction of VLFM algorithms and their deployment in real-world scenarios [24].

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 收到了许多同学在论文发表上的求助，学校绕不开一篇三区论文硕士毕业，没有三篇CCF-A博士都毕不了 业，老师对这个新的方向不熟悉，开展不了工作。一直在为论文选题绞尽脑汁，实验设计总遇瓶颈，写作 逻辑混乱不清，投稿屡屡被拒！ 尤其是在前沿且复杂的自动驾驶、具身智能、机器人领域，真的有点力不 从心！ 一篇论文往往需要1-2年的时间筹备发出，对硕士来说，基本上贯穿了整个学术生涯。方法错误、走弯路、 无人指点是最消耗时间的！论文发表难，但也不是没有办法，有大佬带队，一年发几篇都很正常。筹备了 好久，我们服务大家的论文辅导正式推出了，面向自动驾驶/具身智能/机器人领域。 我们是谁？ 国内最大的AI类技术自媒体平台，IP包含自动驾驶之心/具身智能之心/3D视觉之心等平台，拥有国内最顶 尖的学术资源。深耕 自动驾驶、具身智能、机器人 方向多年。我们深刻理解这些交叉学科的挑战与机遇， 更明白一篇高质量论文对于学生（尤其是硕博生）学业和未来发展的重要性。 我们300+专职于自动驾驶/具身智能方向的老师。来自于全球QS排名前100 ...

RoBoLeague世界机器人足球联赛赛事负责人窦静称："本场机器人足球联赛既是2025世界人形机器人运动会的首场测试赛，也是国内首个 人形机器人足球3V3 AI赛，都是对人形机器人'耐力'和'敏捷度'的验证。" 绿茵场上踢出中国创新弧线，是北京机器人产业日新月异的一个缩影。近年来，北京充分发挥科技创新和产业创新优势，实施"百项机器 人新品工程"和"百种应用场景示范工程"，打造国内机器人技术创新策源地、应用示范高地和高端产业集聚区。目前，北京拥有机器人骨干企 业400余家，其中国家专精特新"小巨人"机器人企业、人形机器人整机单位数量均居全国首位。 央视网消息：继成功举办全球首场人形机器人半程马拉松后，2025世界人形机器人运动会首场测试赛——机器人足球3V3 AI赛决赛将于 28日在北京亦庄进行，同一款机器人将分别效力于不同的队伍，实现同等硬件条件下的软件较量。 本届赛事为人工智能AI赛，全部参赛机器人通过AI策略自主进行比赛。通过自身的视觉系统感知判断足球在哪儿、球门在哪儿、对手和 队友在哪儿，从而做出决策。经过预选赛的激烈角逐，四支战队成功晋级决赛，每支参赛队3名首发上场机器人队员、1名替补机器人队员。每 ...