Core Insights - Richtech Robotics has announced a collaboration with Microsoft to enhance its ADAM robot with agentic artificial intelligence capabilities, focusing on real-world applications in commercial and industrial environments [1][5]. Group 1: Collaboration Details - The partnership involves close collaboration between Richtech Robotics' engineering team and Microsoft's AI Co-Innovation Labs to integrate adaptive intelligence powered by Azure AI into the ADAM robot [2]. - Enhancements to ADAM include context awareness features that allow the robot to respond to various signals such as time of day, weather, and customer preferences, improving customer interactions and operational efficiency [3]. Group 2: Applications and Benefits - The collaboration aims to apply agentic AI capabilities across various sectors, including logistics, hospitality, and manufacturing, where real-time perception and reasoning are crucial [4]. - By combining physical robotics with cloud-based AI models, Richtech Robotics can enhance operational visibility and service quality without significant new hardware investments [4]. Group 3: Company Vision - Richtech Robotics is focused on delivering dependable automation and continuous AI-driven improvement across its portfolio, guided by strategic pillars in Industrial, Commercial, and Data Services [6]. - The collaboration with Microsoft reflects the company's commitment to leveraging advanced AI for practical applications, enhancing reliability and scalability in automation [5].

Core Insights - The 2026 Spring Festival Gala will feature multiple robot manufacturers, marking a shift from last year's solo performance to a group showcase [3] - Companies like Magic Atom, Galaxy General, and Yushu Technology have announced their participation, each with different roles in the collaboration [3] - The success of Yushu Technology in the previous year has set a high bar, but replicating that success may be challenging due to increased competition and expectations [5] Group 1: Company Participation - As of January 27, 2026, three robot manufacturers have been officially announced for the Spring Festival Gala: Magic Atom, Galaxy General, and Yushu Technology [3] - Magic Atom aims to showcase the technological advancements of Chinese robots and their integration with culture [3] - Galaxy General emphasizes the significance of this collaboration in showcasing national technological strength and future industry values [3] Group 2: Market Dynamics - The previous year's Spring Festival Gala significantly boosted Yushu Technology's brand recognition and sales, leading to a supply-demand imbalance [4] - Yushu Technology has reported that its humanoid and quadruped robots have achieved the highest global shipment volumes [4] - The market response to Yushu Technology's participation has been overwhelmingly positive, with strong demand in both sales and rental markets [4] Group 3: Competitive Landscape - Magic Atom and Galaxy General are relatively new entrants, with Magic Atom founded in January 2024 and Galaxy General in May 2023 [5] - Magic Atom has developed a diverse product matrix, including various humanoid and quadruped robots, and is expanding its overseas market presence [5] - Galaxy General has established partnerships with major companies in industrial manufacturing and has deployed solutions in retail and healthcare sectors [6] Group 4: Strategic Initiatives - Magic Atom is implementing a "store model" for its products, including various unmanned store solutions, aiming to establish a significant global operational team [6] - Galaxy General has introduced a city-level intelligent solution, "Galaxy Space Capsule," which is operational in several key urban areas [7] - Both companies view participation in the Spring Festival Gala as a strategic opportunity to enhance brand visibility and market penetration [7]

1月26日晚间，宇树科技通过官微宣布，公司成为"中央广播电视总台2026年春晚机器人合作伙伴"，将 第三次登上春晚。就在昨日，中央广播电视总台官宣，银河通用机器人正式成为总台2026年春节联欢晚 会指定具身大模型机器人。而在1月23日，中央广播电视总台与具身智能科技公司魔法原子联合宣布魔 法原子成为2026年春晚智能机器人战略合作伙伴，其机器人将出现在今年春晚的舞台。 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 ...

Group 1 - The core objective is for Shandong Province to strive for a scale of over 200 billion yuan in the robotics and intelligent equipment industry by 2026 [1] - The provincial government plans to strengthen four major robotics industry bases: Jinan, Qingdao, Zibo, and Jining [1] - Shandong will support major platforms like the Laoshan Laboratory to implement significant foundational research projects in "artificial intelligence + scientific research" [1] Group 2 - The province aims to enhance the quality and quantity of the new energy vehicle industry, targeting an output of over 1.2 million vehicles by 2026 [1] - Shandong will integrate the Yantai Dongfang Aerospace Port into the national commercial aerospace layout and support major projects in rocket and satellite manufacturing [1] - The province plans to focus on key areas such as deep-sea aerospace, biomanufacturing, brain-computer interfaces, and quantum technology [1] Group 3 - Shandong will establish a multi-faceted investment growth mechanism for future industries, concentrating resources on high-end equipment, information technology services, new energy, and new materials [2] - By 2025, the core revenue of the artificial intelligence industry in Shandong is expected to exceed 120 billion yuan, with over 95% of industrial enterprises undergoing digital transformation [2] - The province aims to reach 18,000 high-tech enterprises by 2026 [2]

Core Viewpoint - Junyi Digital's robot business is closely aligned with the core scenarios of smart cities, focusing on "technology synergy + scenario implementation" to promote deep integration of robotic technology with its main business [1] Group 1: Business Strategy - The company is pursuing strategic investments through an industrial fund, having invested in Beijing Galaxy General Robot Co., Ltd. via Changzhou Chengdian Mingde Venture Capital Partnership (Limited Partnership) to enhance scenario application synergy [1] - The company is also developing its own scenario-based robotic products, having launched the AI pipeline inspection robot equipped with a self-developed AI risk identification algorithm for real-time monitoring, early warning, and reporting of pipeline operation risks [1] Group 2: Product Development - The AI pipeline inspection robot has been successfully integrated into the overall solution for smart pipelines and has been implemented in practical applications [1]

科德数控回复称，公司的轴向磁通电机研发工作正有序推进，该电机主要面向人形机器人行业，未来将 积极布局航空飞行器、新能源车等领域，以技术创新赋能产业升级，市场前景可期。 格隆汇1月27日｜有投资者在互动平台向科德数控提问：请问公司轴向磁通电机研发进展情况怎么样 了，近期会正式推出吗？市场前景如何？ ...

| 序号 | | 合伙人名称 出资比例; 认缴出资额 | | --- | --- | --- | | 1 | SEARI | 上海电器科学研究所（集团）有限公司 品 | | | | A轮 | | | 电材 | 下海申搏松轮投资套安息强星路公司 黑 | | 2 | + 股权 | 私募基金管理人 | | 3 | ம் ம | 上海沿浦精工科技（集团）股份有限公司 品 | | | | A股(正常上市) 投权质押 | | 4 | CD + | 宁波兴瑞电子科技股份有限公司 品 | | | | A股(正常上市) 定向增发 股权质押 | | 5 | + 西湖 | 杭州西湖产业基金有限公司 品 | | | | 国有全资 | | 6 | FOR Hog | 芜湖福赛科技股份有限公司 | | | | A股(正常上市) | | 7 | 量网 + | 星际之门（上海）科技有限公司 器 | 南方财经1月27日电，天眼查App显示，近日，杭州西湖上电科人形机器人创业投资合伙企业（有限合伙）成立，执行事务合伙人为马兆勤，出资额2亿人民 币，经营范围为创业投资、以自有资金从事投资活动，由上海电器科学研究所（集团）有限公司、上海沿浦（605 ...

26年有望成为无人驾驶商业化元年，当前特斯拉部署的FSD V14或已达准L4水平，政策宽松预期强化。 近期美国众议院举行听证会，讨论更为宽松的新汽车自动驾驶立法;国内上海发布《上海高级别自动驾 驶引领区"模速智行"行动计划》，目标到2027年高级别自动驾驶应用场景实现规模化落地。该行看好具 备软硬一体解决方案能力的主机厂及Tier1、出行平台及运营商、芯片、激光雷达及线控底盘等等自主 可控增量零部件，主机厂科技属性有望重估。 人形机器人：近期T链核心供应商关键沟通持续推进，未来1-2个月去伪存真强化，进入基本面兑现阶 段，板块缩圈特征显著，重点把握T链确定性及技术迭代受益环节。 后续板块跟踪潜在节点包括：1.28 特斯拉年报解读、2-3月V3样机正式发布及小批量量产、Q2供应链海外产能准备进展、下半年大规模量 产，以及宇树上市进展等。 智通财经APP获悉，中信建投发布研报称，当前汽车板块处于淡季弱势表现，但近期来看，市场对销量 悲观预期反馈逐步钝化，悲观预期见底，结构性看反内卷及出海预期改善，自动驾驶政策催化落地，人 形机器人特斯拉V3临近推出节点。该行维持前期观点，26年汽车以旧换新政策支撑内需，商用车或更 ...

【环球网财经综合报道】随着2026年春节的临近，人形机器人产业再次成为市场关注的焦点。1月26日，宇树科技通过官方微信公众号宣布，公司正式成 为"中央广播电视总台2026年春晚机器人合作伙伴"，这将是宇树科技第三次登上春晚的舞台。宇树科技表示，今年将再度携手总台，为全球观众奉献一场引 领科技进步的除夕盛宴。与此同时，中央广播电视总台此前已官宣银河通用机器人为2026年春晚指定具身大模型机器人，魔法原子也于1月23日宣布成为春 晚智能机器人战略合作伙伴，并透露正加速推进上市进程，预计2026年会有二级市场的相关消息。 在业内企业争相登陆春晚的背后，是人形机器人产业近期密集的催化因素。1月22日，马斯克在达沃斯世界经济论坛上透露，特斯拉计划在2027年底前向普 通大众开售Optimus人形机器人，并希望在2026年底前让该机器人完成更复杂的任务。国内产业方面，进展同样迅速。人形机器人关节模组头部企业意优科 技的"全球首条机器人关节自动化产线"近日在浦东投产，标志着核心部件量产瓶颈的突破。此外，北京人形机器人创新中心的"具身天工"机器人成功连接银 河航天新型翼阵合一互联网卫星，实现了全球首次具身智能人形机器人直连低 ...

拉丁美洲地区成极智嘉全新的业绩增长极，迈入规模化落地新阶段。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，极智嘉（2590.HK）全球化业务持续迎来里程碑式突破——极智嘉 2025 年全 年在拉丁美 洲中标额一举超过6亿元人民币，创下历史新高。 这一爆发式增长，标志着极智嘉在全 球化深水区激活了新兴市场的巨大潜能。拉丁美洲也从战略试验田，升级为全新的业绩增长极，迈入 规模化落地新阶段。 这里不妨补充一点，据eMarketer 2024年报告，拉丁美洲已超越东南亚，成为全球零售电商增长最 快的地区。然而，当地物流基建的发展进程显著滞后于电商扩张速度。随着订单结构日趋碎片化、履 约复杂度显著提升，物流自动化升级已演化为行业层面的刚性需求。对于机器人企业来说，这一市场 所具备的长坡厚雪特点，开始清晰显现。 而极智嘉早在2020年就前瞻性布局，彼时以智利首个项目切入市场，完成了对当地复杂物流环境的 技术验证与应用探索。历经5年深耕，极智嘉现已建立起覆盖方案设计、项目交付与本地支持的服务 网络与生态体系。相较于其他厂商，这种 难以在短期内复制的"服务基建 ...