Economic Growth - In 2025, Nanshan District successfully entered the trillion GDP club, becoming the first district in China to achieve this milestone with a GDP exceeding 1 trillion yuan, growing from 652.7 billion yuan at the end of the 13th Five-Year Plan, representing an average annual growth rate of over 5.8% [1] - Nanshan's GDP is expected to exceed 1 trillion yuan with a growth rate of over 6% in 2025, driven by strong performance in investment, consumption, and foreign trade [3] Industrial Development - The industrial output value of Nanshan has surpassed 900 billion yuan, with the highest growth rate and contribution to the city's economy [3] - Nanshan has over 200 listed companies and has nurtured more than 6,000 national high-tech enterprises, 36 manufacturing champions, and 394 specialized and innovative "little giant" enterprises [3] Technological Innovation - Nanshan has over 1,300 AI enterprises, contributing approximately 60% to the city's AI industry value, and has established a complete industrial chain for intelligent robots [4] - The district's low-altitude economy has reached a scale of over 80 billion yuan, with significant advancements in drone delivery services [5] Environmental Sustainability - Nanshan has developed a green infrastructure with over 60 kilometers of greenway networks and 197 parks, promoting a harmonious coexistence between nature and urban development [8] - The air quality in Nanshan has consistently maintained an excellent rate of over 90%, with PM2.5 levels better than the EU's second-stage standards [10] Social Welfare - Nanshan has made significant investments in education, adding approximately 5,000 new compulsory education seats and 500 preschool seats, enhancing educational quality [11] - The district has provided over 150,000 job opportunities through various employment initiatives, supporting the local workforce [11]

Core Insights - Tesla has shifted its strategic focus from electric vehicles to autonomy, particularly its robotaxi network and the Optimus humanoid robot, as its EV business faces declining unit sales [1][2] - Boston Dynamics, now majority-owned by Hyundai, is considered to have an edge over Tesla in the autonomous robotics space, particularly with its Atlas robot [3][7] Company Overview - Boston Dynamics was valued at $1.1 billion after Hyundai acquired an 80% stake from Softbank in June 2021 [3] - The company has developed several notable robots, including Spot, Stretch, and Atlas, with Atlas recently awarded "Best Robot" at CES 2026 [4][5] Competitive Landscape - Atlas is set to begin commercial production, with plans for tens of thousands of units to be deployed in Hyundai factories, potentially making it the first humanoid robot to market [6] - Current consensus suggests that Atlas outperforms Optimus in mobility and agility, raising concerns about Tesla's competitive position in humanoid robotics [7] Market Implications - Hyundai Motor Group is now the world's third-largest automaker and the third-largest EV-maker, bolstered by the success of its Ioniq line [9] - Hyundai's market cap is approximately $90 billion, with a price-to-earnings ratio of 12, presenting a potentially attractive investment compared to Tesla's higher valuation [11]

"过去一个月，网上流传着很多关于我司2025年出货量的不实信息。"宇树科技在一则回应公告中写道。 宇树的这条回应，矛头直指Omdia此前公布的"人形机器人出货量榜单"。 Omdia此前公布的数据显示，2025年，人形机器人出货前三名：智元机器人、宇树科技、优必选，对应出货量分别为5168台，4200台和1000 台。 另外，市场机构Counterpoint日前披露的数据也显示，智元、宇树和优必选三家企业占据人形机器人市场份额前三名，分别为30.4%、26.4%、 5.2%。 两份榜单虽然口径不一致，但对应头部前三名的排序高度一致。 这种情况下，宇树科技强调2025年人形机器人实际出货量超5500台，外部流传数据不实，字里行间都在表达"宇树科技才是人形机器人出货量 的第一名。" 不过，也有轮式人形机器人创业者表示，这份榜单覆盖了绝大部分双足产品，但没有覆盖到轮式，"我们出货量也能排上名次，但没有出现在 榜单上。" 不考虑数据口径的差异，三家头部企业2025年，合计出货量超过1万台，对比2024年不到2000台的出货量，同比大幅增长。但增长的背后有一 个更关键的数据——2025年国内人形机器人整机企业数量超140 ...

四年间毫末智行获得7轮融资，估值一度达到百亿元。但由于种种原因，2025年毫末智行突然陷入经营困境，顾维灏也随之离开毫末。 公开资料显示，顾维灏是自动驾驶领域资深技术专家，2022年9月进入清华大学智能产业研究院（AIR）攻读工程博士学位，师从张亚勤教授。 他于2003年加入百度，历任百度MP3和视频搜索主架构师、百度语音识别技术负责人、百度地图副总经理、百度智能汽车事业部总经理等职，主导L3级自 动驾驶技术研发。 2019年他从百度离职，并在2021年2月出任长城汽车旗下毫末智行CEO，推动形成"车企+技术公司"双基因发展模式。其团队研发的城市辅助驾驶系统搭载于 多款长城车型，并与美团、阿里达摩院合作开发末端物流无人车。顾维灏提出"数据智能驱动自动驾驶"理念，构建包含数据治理、模型研发到安全验证的完 整技术闭环，并建立三项核心能力体系架构。 来源：猎云网；文/孙媛 据AI科技评论，前毫末智行首席执行官顾维灏已开启创业征程，将目光投向酒店服务机器人领域，并已组建起一支实力强劲的团队。该团队核心成员多来 自百度和自动驾驶公司Momenta，目前顾维灏正积极与众多投资方接触洽谈。 现如今，他再次创业，在另一条赛道 ...

Group 1 - The core theme of the article revolves around the integration of embodied intelligent robots into the upcoming Spring Festival Gala, showcasing advancements in technology and art [9][8]. - The Central Radio and Television Station has partnered with multiple robotics companies for the 2026 Spring Festival Gala, including Magic Atom, Galaxy General Robotics, and Yushu Technology [4][5][6]. - The Gala aims to enhance the "technology + art" experience, incorporating intelligent robotics into stage performances and creative content [8][9]. Group 2 - Yushu Technology, known for its humanoid robots, has made significant impacts on previous Spring Festivals, including a notable performance in 2022 that became a hot topic [16][11]. - The company has achieved a market valuation of HKD 71 billion as of January 27, 2023, and reported humanoid robot orders totaling nearly CNY 1.4 billion for 2025 [14][15]. - Yushu Technology has completed 10 rounds of financing, with its valuation reaching CNY 12 billion, reflecting strong investor interest [16]. Group 3 - Galaxy General Robotics, established in May 2023, focuses on multi-modal large model robots and has completed five rounds of financing, raising over USD 300 million in its latest round [23][24]. - The company’s first product, the Galbot G1, features a wheeled chassis and is designed for versatility in various applications, including industrial and retail environments [25][26]. - Galaxy General's robots are already operational in factories of major companies like CATL and Bosch, emphasizing their role in precision manufacturing [27]. Group 4 - Magic Atom, founded in January 2024, specializes in general robotics and has launched several products, including the MagicBot Z1, which is designed for complex movements and social interaction [30][31]. - The company has successfully completed two rounds of financing, with the latest round raising several hundred million yuan, aimed at advancing core technologies [36][35]. - Magic Atom's products are expected to blend seamlessly into traditional Spring Festival performances, highlighting the fusion of technology and culture [37].

Group 1 - The Robot ETF (562500) opened lower and is currently priced at 1.091 yuan, down 1.178% from the opening price, with 57 out of 66 component stocks declining, indicating a broad downtrend in holdings [1] - The ETF has a trading volume of 3.12 billion yuan and a turnover rate of 1.24%, maintaining high trading activity [1] - The "White Tiger-VTouch" multimodal dataset was released, containing over 60,000 minutes of robot interaction data, making it one of the largest open-source datasets in this category [1] Group 2 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots [2] - The recent adjustment of component stocks has increased the humanoid robot content in the ETF to nearly 70%, successfully removing underperforming stocks and including quality ones, achieving a "retain the strong, remove the weak" strategy [2] Group 3 - According to Dongfang Securities, the humanoid robot industry will focus on efficiency, with prices expected to gradually decrease as sales increase, similar to trends observed in the automotive and home appliance industries [1] - Companies with strong manufacturing and management capabilities are likely to capture a larger market share in the humanoid robot supply chain, as evidenced by previous successes in automotive and engineering machinery sectors [1]

B ** 新闻 al *4新闻 36 Q国中国 · 秦淮灯会 Inning ** 新闻 扬子晚报网1月27日讯(通讯员徐福庚记者闫春旭)太酷了！一款人形机器人在夫子庙景区"游玩"，瞬间 吸引了游客纷纷驻足围观。一台人形机器人在工作人员监控下进行展示表演，孩子们更是满心好奇，大 胆伸手与机器人握手，沉浸式感受科技的趣味。现场发现，这款智能机器人通过摇控，随着机械臂的灵 活摆动，不仅展现了挥手、走路、抬手等标准动作，引得现场市民游客纷纷驻足观看，用手机捕捉下这 一科技与观众亲密互动的精彩瞬间。据工作人员介绍，这款商务机器人可以声源定位、语音对话、休闲 娱乐、自然行走。 ...

Tesla continues to make technology revolutionary.The stuff of science fiction is quickly becoming reality. Iconic electric vehicle maker Tesla (TSLA 0.99%) is now making AI-controlled humanoid robots that will be available for purchase by the public before the end of 2027. That's what Tesla CEO Elon Musk said at this year's World Economic Forum, anyway. Just bear in mind the larger-than-life founder has significantly understated developmental timelines before.On the other hand, he's also got a penchant for ...

Market Overview - Wall Street experienced renewed momentum with the S&P 500 reaching fresh highs, while major U.S. indices closed mixed. The Dow Jones Industrial Average decreased by 0.8% to 49,003.41, the S&P 500 increased by 0.41% to 6,978.60, and the Nasdaq rose by 0.9% to 23,817.09 [1] Seagate Technology Holdings Plc - Seagate's stock increased by 3.76% to close at $371.76, with an intraday high of $383.88 and a low of $361. The stock's 52-week range is between $63.21 and $383.88. In after-hours trading, the stock rose by 9.66% to $407.64 [1] - Seagate reported second-quarter earnings of $3.11 per share, surpassing estimates of $2.81, with revenue of $2.83 billion, exceeding the consensus of $2.73 billion and up from $2.33 billion a year earlier. The results were driven by strong data center demand and momentum from HAMR-based Mozaic products. For the third quarter, Seagate guided for adjusted EPS of $3.20–$3.60 and revenue of $2.8–$3.0 billion, both ahead of Wall Street expectations [2] Texas Instruments Inc. - Texas Instruments saw a marginal increase of 0.02%, closing at $196.63, with an intraday high of $198.41 and a low of $194.34. The stock's 52-week range is $139.95 to $221.69. In after-hours trading, the stock surged by 8.08% to $212.51 [3] - Texas Instruments reported fourth-quarter revenue of $4.42 billion, slightly missing estimates of $4.44 billion, while earnings were $1.27 per share, below the consensus of $1.30. The results included a six-cent per share reduction not part of its original guidance, despite a 10% year-over-year revenue increase. The company generated $7.2 billion in operating cash flow and $2.9 billion in free cash flow over the past 12 months, ending the quarter with $3.23 billion in cash. For the first quarter, the company guided revenue of $4.32–$4.68 billion and earnings of $1.22–$1.48 per share, broadly in line to slightly above expectations [4] Richtech Robotics Inc. - Richtech Robotics surged by 44.62%, closing at $5.51, with an intraday high of $5.60 and a low of $4.05. The stock's 52-week range is $1.37 to $7.43 [5] - The company announced a new partnership with Microsoft to enhance its AI capabilities, which significantly contributed to the stock's gains. The partnership focuses on integrating Azure AI vision, voice, and reasoning tools into its ADAM robot, enabling more contextual and autonomous behavior. The upgraded ADAM platform can now consider various factors such as time of day and weather, while proactively addressing potential operational issues [6] Corning Incorporated - Corning's stock jumped by 15.55% to $109.74, with an intraday high of $113.99 and a low of $100.97. The stock rose by 3.88% in extended trading to $114 [7] - A $6 billion deal with Meta Platforms to supply data center infrastructure significantly boosted Corning's shares. The agreement involves supplying Meta with optical fiber, cable, and connectivity solutions tailored for high-density AI data centers, aimed at supporting Meta's AI applications and infrastructure needs. Corning plans to expand manufacturing capacity in North Carolina, including a major expansion at its Hickory optical cable facility, where Meta will be the anchor customer [8] Lam Research - Lam Research's stock rose by 7.00%, closing at $238.46, with an intraday high of $239.5 and a low of $228.76. The stock rose by 1.07% to $241 in after-hours trading [9] - Investors are anticipating the company's upcoming earnings report, with expectations of positive guidance and performance exceeding expectations. Analysts expect Lam Research to report EPS of $1.17, with a focus on both potential earnings beats and forward guidance [10]

Core Insights - Nanshan District in Shenzhen is set to become the first district in China to achieve a GDP exceeding 1 trillion yuan by 2025, accounting for approximately 25% of Shenzhen's total economic output [1][2] - The district has a strong focus on strategic emerging industries, with 60% of its economic output coming from these sectors, particularly in robotics and technology [1][2] Economic Development - The robotics industry in Nanshan is a significant driver of economic growth, with companies like UBTECH Robotics achieving nearly 1.4 billion yuan in orders for humanoid robots by the end of 2025 [1][2] - Nanshan's software and internet industry is projected to generate over 900 billion yuan in revenue by 2025, reinforcing its position as a hub for technological innovation [2] - The district has over 1,300 artificial intelligence enterprises and has nurtured more than 6,000 national high-tech enterprises, showcasing its robust industrial ecosystem [2] Business Environment - Continuous optimization of the business environment is a key factor in Nanshan's success, with local government initiatives providing comprehensive support for startups and established companies alike [3][4] - The number of business entities in Nanshan has grown from 530,000 in 2020 to over 600,000 by 2025, with the number of listed companies increasing from approximately 180 to 218 [4] Infrastructure and Innovation - Nanshan is enhancing its industrial infrastructure through initiatives like "industrial stacking," which aims to maximize the use of limited industrial land [6] - The district is committed to advancing smart, green, and health-oriented industries, with a focus on integrating AI into various sectors [6] Investment and Trade - Nanshan's foreign trade is thriving, with total import and export volume exceeding 900 billion yuan in 2025 [9] - The establishment of a global service center in Nanshan aims to facilitate international business operations, providing essential services for companies looking to expand globally [9]