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].

Core Insights - VCI Global Limited has announced a strategic partnership with Youlife Group Inc. to launch a Robotics-Enabled Workforce Platform aimed at addressing labor shortages, productivity gaps, and rising compliance costs across industrial sectors [1][2] Market Opportunity - The robotics and automation markets in ASEAN and the Asia Pacific are rapidly expanding, with the ASEAN robotics market projected to grow at a CAGR of approximately 9.37% from 2025 to 2029, potentially exceeding US$2.1 billion by 2029 [2] - Globally, the service robots market is expected to grow at a CAGR of 16.5% between 2025 and 2031, reaching approximately US$112.5 billion by 2031 [3] Addressing Labor Constraints - The VCI Global and Youlife Group platform aims to tackle structural labor challenges in ASEAN, including labor shortages, rising minimum wages, and compliance costs, by integrating AI-enabled robotics and human supervision [5] - The platform is designed to enhance labor productivity by reallocating human workers to higher-value roles while automating repetitive tasks [6] Deployment Strategy - Initial deployments will focus on industries with urgent labor and productivity needs, such as food processing, warehousing, light manufacturing, and agricultural processing, structured under multi-year contracts to generate predictable recurring revenue [7] Workforce-as-a-Service (WaaS) - The platform introduces a new category called Workforce-as-a-Service (WaaS), providing enterprises with guaranteed production capacity, 24/7 operational capability, AI-driven quality control, and centralized performance analytics [8] - This model transforms robotics from a capital expenditure into a scalable operating solution, facilitating adoption among small and mid-sized enterprises [9] Company Overview - VCI Global Limited operates as an AI-native platform designed to optimize businesses through centralized intelligence and capital discipline, maintaining exposure across various sectors including advisory, AI, digital infrastructure, and consumer sectors [10][12]

Core Viewpoint - Richtech Robotics Inc. has entered into a definitive agreement for a private placement of 8,500,000 shares of Class B common stock, expected to generate approximately $38.7 million in gross proceeds [1][2]. Group 1: Private Placement Details - The private placement is priced at market value under Nasdaq rules and is anticipated to close on or about January 29, 2026, pending customary closing conditions [1]. - Rodman & Renshaw LLC is acting as the exclusive placement agent for this offering [2]. - The net proceeds from the offering will be utilized for working capital, general corporate purposes, product development, and inventory procurement, specifically for robotic hardware [2]. Group 2: Regulatory and Compliance Information - The shares are being offered under Section 4(a)(2) of the Securities Act of 1933 and have not been registered under the Securities Act or applicable state securities laws [3]. - A resale registration statement covering the shares will be filed as per the registration rights agreement with the investor [3]. Group 3: Company Overview - Richtech Robotics develops advanced robotic solutions and data infrastructure aimed at enhancing automation and service performance across various sectors, including industrial and commercial applications [5].

Core Viewpoint - Youlife Group Inc. has announced a non-binding letter of intent to collaborate with VCI Global Limited to develop a robotics-enabled workforce-as-a-service platform, aiming to lead industrial automation and workforce transformation in ASEAN and emerging markets [1][6]. Group 1: Platform Overview - The platform will integrate robotics, artificial intelligence, and human workforce management to ensure guaranteed productivity for enterprises across ASEAN and selected international markets [2]. - It will operate under a workforce-as-a-service (WaaS) model, allowing clients to contract for guaranteed production capacity rather than purchasing robots or hiring large workforces, thus converting labor and automation into a scalable operating expense [4]. Group 2: Deployment Strategy - Initial deployments will target sectors with high automation demand and quick ROI, including food processing, warehousing, light manufacturing, and agricultural processing, structured under multi-year service contracts [5]. - The collaboration with VCIG will leverage their expertise in robotics system architecture and AI software, while Youlife will manage workforce sourcing, deployment, and regulatory compliance [6]. Group 3: Leadership Insights - The CEO of Youlife emphasized that the platform aims to rebuild the operating system of blue-collar work using AI and robotics, rather than merely automating tasks [7]. - The acting CFO highlighted the shift from headcount-based labor to output-based productivity as a new growth model for industries in the region [7]. Group 4: Expansion Plans - Following pilot deployments, Youlife intends to expand the platform across ASEAN, engage with government-led automation initiatives, and seek strategic capital partnerships to accelerate regional adoption [8]. Group 5: Technological Features - The platform will feature AI-powered computer vision for quality control, autonomous robots for material handling, real-time workforce orchestration, and centralized monitoring dashboards for multi-site operations [9]. Group 6: Company Background - Youlife is a leading provider of blue-collar lifecycle services, operating 180 domestic branches and over 10 overseas offices, partnering with more than 10,000 enterprises globally [11].

Group 1 - The "Spider Hand" parallel robot developed by Zhongke Intelligent is capable of replacing 4-5 workers and is widely used in food and beverage, logistics sorting, and heavy-duty welding industries [1][3] - Zhongke Intelligent specializes in custom industrial robots and has a full order book, with the factory halting new orders until after the Spring Festival due to high demand [3][5] - The Zhaoqing High-tech Zone has attracted 20 companies in the industrial robot sector, focusing on various aspects such as research and development, manufacturing, system design, and component production [5][7] Group 2 - Zhaoqing Jinma Lingke Intelligent Technology Co., Ltd. has innovated a robot for the bathroom industry, specifically for the "grinding-spraying" process of toilet bodies, and has successfully sold its products to Europe, Africa, the Middle East, Southeast Asia, and South America [5][7] - Guangdong Sanxiang Intelligent Technology Co., Ltd. focuses on vocational education, offering a range of teaching and training equipment in industrial robotics, smart manufacturing, artificial intelligence, and industrial internet, maintaining a leading market share in its core products [7] - The Zhaoqing High-tech Zone plans to further optimize its industrial layout and enhance its industrial chain to establish a unique and influential innovation hub for the robotics industry [7]

在智能硬件出海的热潮中，割草机器人一度被视为继扫地机器人之后的下一个 "蓝海"与"风口"。然而，近期一 系列企业的退场事件，却为这个高速增长的赛道蒙上了一层阴影。 1 月 23 日，英国商用割草机器人厂商 Kingdom Technologies 正式宣布进入清算程序，其 CEO 在声明中坦 言，技术成熟周期与市场、融资环境的不匹配，加上激烈的市场竞争，导致企业未能筹集到持续运营的资金， 最终无奈退场。 " 在充满挑战的融资环境和日益激烈的市场竞争下，我们未能筹集到继续运营所需的资金。 " 这并非个例， 2025 年四季度，全球家用机器人巨头 iRobot 正式关停旗下割草机器人业务， 引发行业震动 ； 此前，国内割草机器人公司森合创新创始人李畅在社交平台发布公开信称，虽全力推进 R1 产品交付，但 受团队意外重组、制造难题以及资金限制等因素影响，公司已无力维持运营。 从英国商用割草机器人厂商 Kingdom Technologies 的清算，到全球巨头 iRobot 关停相关业务，再到中国 企业森合创新，行业洗牌的信号已愈发清晰。一面是市场规模的持续扩大与资本的争相涌入，另一面则是企业 接连倒闭、黯然离场， ...