来源：环球时报 韩国《东亚日报》1月28日文章，原题：中国人形机器人租赁行业从新奇转向服务 中国一家线上平台正 专门从事机器人租赁业务。通过该公司的应用程序，用户可以从多种型号中选择机器人，包括机器狗、 熊猫造型的机器人和人形机器人等。在选定租赁日期、填写送货地址并完成付款后，机器人就可在两天 内送达。专业技术人员将随机器人抵达使用现场，为客户讲解基本操作并协助处理使用过程中遇到的突 发问题。显然，这清晰展示了人形机器人正迅速成为触手可及的消费服务产品。 上海一家机器人租赁平台的营销负责人表示，目前，大多数客户来自企业，他们租用的机器人往往被用 于内部活动或在购物中心开展促销活动。随着春节即将来临，租赁订单激增。该负责人还说，自该平台 上线以来，日均接单超过100笔，且该平台不仅租赁机器人，还为客户提供围绕这些机器人打造的活动 方案。在中国，一些线下商店也在提供机器人租赁服务。去年，全球首家人工智能6S店在深圳开业， 该店提供包括销售和租赁在内的一站式服务。6S店模式在传统汽车行业的4S店框架基础上增加了租赁 和定制服务。 2025年，中国具身智能租赁市场规模约10亿元人民币。专家预测，今年该市场将快速扩张， ...

智通财经APP获悉，据港交所1月28日披露，天津阿童木机器人股份有限公司(简称：阿童木机器人)向港 交所主板递交上市申请书，华泰国际为其独家保荐人。该公司在高速机器人领域领跑全行业，特别是在 并联机器人领域确立了明显的领先地位。根据弗若斯特沙利文的报告，该公司自2020年起连续5年位列 并联机器人国内自主品牌市占率第一，自2023年起超越外资品牌，连续两年位列国内全品牌市占率第 一。 据招股书，该公司是一家卓越的高速机器人公司，致力于高速度、高可靠性机器人的研发、生产、销售 与服务，产品矩阵涵盖并联机器人、高速SCARA机器人、重载协作机器人、具身智能机器人四大系 列，并基于丰富的谱系化产品线，为客户提供自动化、智能化的解决方案。该公司聚焦于高速分拣、精 密装配、精准搬运等核心应用场景的自动化、智能化需求，下游应用广泛覆盖食品饮料、日化、制药、 新能源、3C及汽车等多个行业。 ...

Q4 and FY 2025 Update 1 Highlights 03 Financial Summary 04 Operational Summary 06 Manufacturing & Hardware 08 Supporting Infrastructure 09 AI & Software 10 Services 11 Other Updates 12 Outlook 13 Photos & Charts 14 Key Metrics 24 Financial Statements 27 Additional Information 34 (1) Excludes SBC (stock-based compensation) & Digital assets gains and losses, net of tax; (2) Free cash flow = operating cash flow less capex; (3) Includes cash, cash equivalents and investments; (4)Active driver supervision requir ...

Core Insights - Tesla experienced a challenging 2025 with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - CEO Elon Musk's track record suggests that he often achieves ambitious goals, making it risky to bet against him [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The global robotaxi market is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] - Tesla is competing with Waymo, which currently has a fleet of 2,500 vehicles, indicating a significant opportunity for Tesla in the robotaxi market [4] Group 2: Optimus Robots - Musk announced that Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027 and will be utilized in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic given the uncertainty of the market [5] - Production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations for faster production rates later on [6]

Core Insights - Tesla experienced a challenging year in 2025, with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - Despite the difficulties, CEO Elon Musk has a track record of achieving ambitious goals, making it risky to bet against the company [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The autonomous taxi market is expanding, with Tesla competing against Alphabet's Waymo, which has a larger operational scale [3] - The global robotaxi fleet is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] Group 2: Optimus Robots - Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027, with initial use in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic [5] - The production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations of ramping up production later [6]

前沿科技企业实战研学 读万卷书行万里路 企业简介 追更生态 以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 全场景高端智能生态,重新定义现代生活 追觅科技成立于2017年,是以高速数字马 达、智能算法、运动控制技术为核心的全球高端 科技品牌。其始终坚信"核心技术是一切的根本", 重视技术研发与创新。截至2025年12月,全球累 计申请专利超8000件,累计获得授权专利超 3000件。追觅科技旗下产品覆盖清洁、个护、厨 电等多元场景的高端智能产品矩阵，已成为智能 清洁领域的全球领导品牌。 魔法原子 聚焦机器人全栈自研,推动具身智能落地 魔法原子成立于2024年,是国内少数具备通 破桂 世 世 J7\///000 ヘエツイロリアム リアベリア ■ リア 超90%。不同于实验室构想,它坚持以商业化落 地为导向,发起"千景共创计划",在工厂、商业等 真实场景中锤炼机器人,解决"有用、好用、有人 用"的问题，加速技术转化为新质生产力。 灵猴机器人 视觉感知和运动控制技术,叩开自主创新大门 灵猴机器人成立于2015年,是智能制造领域 的核心零部件供应商。其自主研发机器视觉、直 驱电机、工业机器人等核心产 ...

【编者按】 新质生产力加速成长、产业升级步履铿锵、首都功能不断提升⋯⋯"十四五"时期，我们见证了北京高质量发展的坚实步伐。带着超5.2万亿地区 生产总值的底气，这座城市开启了"十五五"的新征程。值此2026北京"两会"之际，我们推出"乘风'十五五' 北京的领与先"系列专题报道，聚焦北京在科技创 新、产业跃升、城市治理、民生改善等各领域的先行探索与引领实践，擘画高质量发展新图景的思路与举措。 新春临近，三家机器人企业先后官宣与2026年马年春晚合作：1月23日魔法原子宣布成为春晚智能机器人战略合作伙伴，25日银河通用机器人宣布拿下官方 指定具身大模型机器人资格，26日晚间宇树科技宣布三度牵手春晚。 台上的科技热度，源自台下中国机器人产业商业化的扎实突破。1月15日，IDC咨询发布了《2026年中国机器人与具身智能市场十大趋势洞察》。报告指 出，在人形机器人赛道，今年其应用场景将拓展至当前的3倍以上，市场规模预计接近13亿美元，同比实现翻倍增长；服务和消费机器人领域，中国厂商的 全球出货量占比将突破85%，成为驱动全球市场增长的核心力量；而四足机器人、灵巧手等细分赛道，2026年市场规模增速也将达到100%以上， ...

Core Viewpoint - Teradyne, Inc. has declared a quarterly cash dividend of $0.13 per share, an increase from the previous $0.12 per share, reflecting the company's commitment to returning value to shareholders [1]. Company Overview - Teradyne designs, develops, and manufactures automated test equipment and advanced robotics systems, providing solutions that help customers maintain quality standards in semiconductors and electronics [2]. - The company's advanced robotics segment includes collaborative and mobile robots that enhance manufacturing and warehouse operations for various businesses [2].

Core Insights - BOS Better Online Solutions Ltd. has secured a new order worth $510,000 from a major Israeli defense customer for a fully integrated robotic production line aimed at the munitions industry, with delivery scheduled for the fourth quarter of 2026 [1][2] Company Performance - The Robotics Division is experiencing growth driven by the global defense industry, leading to repeat orders from customers for production facilities both in Israel and internationally [2] - BOS reported record revenue and net income for the first nine months of 2025, prompting an increase in its full year 2025 outlook to $48 million in revenue and $3.1 million in net income [2] Business Operations - BOS integrates advanced technologies to enhance supply chain operations across various sectors, including aerospace, defense, industrial, and retail [3] - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division, each focusing on different aspects of operational efficiency and inventory management [4]

Core Viewpoint - Figure has introduced the Helix 02, a humanoid robot capable of performing complex household tasks autonomously, marking a significant advancement in robotic control systems [1][6]. Group 1: Technological Advancements - The Helix 02 features a unified control system that integrates visual and tactile inputs, allowing for end-to-end motion control without separate upper and lower body management [6][20]. - A new System 0 has been introduced, which is trained on over 1000 hours of human movement data, replacing more than 109,000 lines of manually written code [7][20]. - The robot successfully completed a 4-minute task of unloading a dishwasher, demonstrating the longest and most complex autonomous operation by a humanoid robot to date [5][6]. Group 2: Control Systems - The Helix 02 employs a three-tiered control architecture: - System 2 for high-level semantic reasoning and task decomposition [19][34]. - System 1 for rapid processing of sensory data into actionable movements [25][27]. - System 0 for maintaining balance and coordination at a high execution frequency [19][20]. - This architecture allows for a seamless integration of perception, decision-making, and action, addressing the limitations of traditional robotic control methods [66][67]. Group 3: Sensory Integration - The introduction of palm cameras and tactile sensors enables the robot to perform delicate tasks that require fine motor skills, such as opening a bottle cap or accurately dispensing liquid [30][41][49]. - The tactile sensors can detect forces as small as 3 grams, enhancing the robot's ability to manipulate objects with precision [30][31]. Group 4: Market Implications - The advancements in the Helix 02 position Figure as a leader in the field of humanoid robotics, particularly in the area of loco-manipulation, which combines movement and manipulation in real-time [54][77]. - The shift towards full-body control and continuous interaction with the environment suggests a growing trend in robotics, moving from static tasks to dynamic, real-world applications [77].