截至10:56，机器人ETF（562500）开盘冲高后震荡回落，盘中最高涨幅1.15%，最新价1.100元，较开盘 价下跌1.07%。持仓股方面，该ETF跟踪的成分股共66只，其中53只成分股呈现下跌，弘讯科技跌幅超 7%，晶品特装、快克智能、昊志机电等跌幅居前，少数成分股实现上涨。流动性层面，机器人 ETF(562500)成交额达8.14亿元，换手率3.07%，成交活跃度处于较高水平。 消息方面，美国哥伦比亚大学科学家设计出一种新型框架，使人形机器人面部能够根据音频生成逼真的 唇部动作，实现与人类语音的同步。该技术还展示了较强的泛化能力，可推广至包括法语、汉语和阿拉 伯语在内的多种语言，即使这些语言并未出现在训练数据中。这一进展是朝着构建不仅能执行功能，还 能进行人性化交流的机器人迈出的重要一步。 中信建投表示，特斯拉Optimus Gen3 Q1发布在即，V3量产规划明确，带动市场对于机器人板块保持期 待，而特斯拉供应链也逐步进入去伪存真的验证期，底部建议聚焦优质环节，把握确定性与核心变化。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机 ...

机器人前瞻1月19日报道，玖物智能递交招股书，准备在港交所上市，中金公司、花旗为联席保荐人。 玖物智能成立于2017年，总部位于苏州，是一家以智能移动机器人为核心的"机器人+"解决方案供应商，主要为工业领 域设计、开发及部署具备感知、决策及交互能力的多形态智能具身产业机器人。 根据弗若斯特沙利文的资料，按2024年智能具身产业机器人解决方案的收入计，公司在中国排名第二，市场份额为 5.9%。清洁能源技术领域排名第一。 2022年2月，该公司曾向中国证监会江苏监管局提交了A股上市辅导备案申请，但未有进展。玖物智能称，综合评估当 时整体市场环境、自身业务发展阶段及资金需求后，其决定于2025年12月22日终止A股辅导并转向港交所寻求H股上 市。 01.九个月营收超4亿元，净利润2547万元 2023年、2024年和2025年1-9月，玖物智能分别实现营业收入2.07亿元、3.66亿元、2.40亿元、4.10亿元。 同期，该公司毛利分别为4660万元、9303万元、1.32亿元，毛利率为22.5%、25.4%、32.1%。 玖物智能在2023年、2024年和2025年1-9月的年内\期内利润分别为913万元、326 ...

近日，中央广播电视总台2026年春节联欢晚会完成首次彩排。今年春晚是"科技+艺术"的再升级，将"科 技智造"融入舞美呈现、内容创作等，丰富人们对年味的缤纷想象。继蛇年春晚扭秧歌的智能机器人跻 身"顶流"后，机器人将再度登上春晚舞台，用科技范和新鲜感的创意火花彰显我国科技进步的新气象。 此次春晚突出"科技+艺术"融合，机器人表演将突破既往单纯动作展示，转向"具身智能"与"人机交 互"的深度应用，涉及多机协同、动态编舞及实时人机互动等高阶技术，是对国产机器人产业链技术成 熟度的公开验证。 从产业层面看，这一事件印证了国内人形机器人技术的成熟度，当前国内人形机器人核心零部件国产化 率快速突破，打破海外技术垄断，为规模化量产奠定基础。 结合全球动态来看，马斯克近日发布的Optimus机器人共舞视频，展现了人形机器人的运动精度与协同 能力，硅谷投资人评价其为"史上最具变革性科技产品"；特斯拉Optimus V3预计将实现技术迭代并即将 量产原型机，行业景气度持续攀升。 中美在具身智能领域形成"双极竞争"格局：美国凭借算法与系统集成优势主导高端创新，中国则依托硬 件供应链和制造业基础，在成本控制与规模化落地方面表现突出， ...

现有数据集真的推动机器人能力提升了吗？ 近年来，随着机器人学习和模仿学习的快速发展，各类数据集与方法层出不穷。然而，这些数据集及其任务设计往往缺乏系统性的考量与原则。这引发了两个关键 问题：现有数据集与任务设计是否真正推动了机器人能力的提升？仅通过少数常见任务的评估，能否准确反映不同团队提出的各类方法在不同任务上的差异化性 能？ 为解决这些问题，上海交大等研究团队提出GM-100基准测试，将其作为迈向机器人学习奥林匹克盛会的第一步。GM-100包含100项精心设计的任务，涵盖各类交互 场景与长尾行为，旨在提供一组多样化且具有挑战性的任务集合，全面评估机器人智能体的能力，并推动机器人数据集任务设计向多样化与复杂化方向发展。这些 任务通过对现有任务设计的系统性分析与扩展，并结合人物交互基元与物体功能特性的相关insights开发而成。 点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 本数据集在不同的 ...

Group 1 - The core viewpoint of the news is the introduction of the "Beijing Robot Professional Title Evaluation Trial Measures," which aims to establish a professional title evaluation system tailored to the needs of the robot industry, enhancing talent development and innovation in Beijing's robotics sector [1][2]. - The evaluation system will be implemented starting in 2026, with the first assessment scheduled for July 2023, addressing the current lack of specialized evaluation standards for high-tech talent in the robotics field [1][2]. - Beijing has over 940 robot-related companies and approximately 30,000 employees in the sector, highlighting the significant demand for a structured professional title evaluation to support career development [1]. Group 2 - The evaluation framework will consist of four main directions: core components, algorithms and software, complete machine design and manufacturing, and system integration and application, ensuring comprehensive coverage of the robotics industry chain [2]. - A complete and standardized title hierarchy will be established, including four levels: junior (assistant engineer), intermediate (engineer), associate senior (senior engineer), and senior (senior engineer), providing a clear career development pathway for professionals in the robotics field [2]. - The evaluation criteria will emphasize innovation capability, quality, effectiveness, and contribution, focusing on actual performance in technological breakthroughs, innovation achievements, and industry contributions [3].

Core Insights - Humanoid robots are seen as a key to realizing "physical AI," but their current limitations in autonomous decision-making and operational constraints hinder their ability to meet continuous production demands in factories [1][2] Group 1: Technological Development - The innovation center focuses on core technologies such as the "brain," "cerebellum," and "limbs" of humanoid robots, emphasizing the need to prioritize breakthroughs in brain technology for better understanding, reasoning, and adaptation to dynamic environments [1][2] - The center has developed several key technologies, including a task generation model based on diffusion architecture and a task execution system based on world models, which have been adopted as benchmarks for national standards [2] - The center has launched lightweight humanoid robots and various specialized robots, marking significant advancements in the industry [2] Group 2: Commercialization and Collaboration - The innovation center's business model combines technology research and industrial collaboration to accelerate the commercialization of its technologies, focusing on customized solutions for major engineering projects in extreme environments [2][3] - The center has established deep collaborations with several state-owned enterprises and leading companies to apply its technologies to real-world needs, aiming for profitability and higher revenue targets by 2026 [3] Group 3: Regional Development and Future Prospects - The establishment of the first humanoid robot manufacturing base in the Midwest is underway, with successful testing of engineering robot products in major projects, indicating a growing industrial ecosystem [4] - The center aims to leverage local advantages and policies to become a leading force in the humanoid robot industry, transitioning from a "parallel run" to a "leading run" in development [4]

Core Insights - The SPDR S&P Kensho New Economies Composite ETF (KOMP US) targets U.S.-listed equities in "New Economies" subsectors such as robotics, AI, automation, and connectivity [1] - The underlying index employs a systematic screening process for investability and liquidity, with a modified equal weighting approach and semi-annual rebalancing [1] - Each subsector is weighted by its trailing Sharpe ratio, allowing faster-maturing themes to receive higher weight while early-stage themes are still represented [1] Portfolio Construction Methodology - The Composite aggregates all eligible subsector indices, with issuer weights derived from underlying subsector memberships and caps [1] - Country and sector exposures are determined by the taxonomy breadth rather than market-cap dominance [1] - The methodology includes lifecycle-aware subsector weighting, periodic reconstitution, and semi-annual rebalances to balance diversification, capacity, and turnover control [1]

Group 1 - The article highlights the importance of timely announcements in the stock market, including suspensions, shareholding changes, investment wins, acquisitions, earnings reports, and stock unlocks, which are crucial for investors to identify potential investment hotspots and mitigate risks [1] - The company is involved in multiple high-tech sectors such as commercial aerospace, smart grids, robotics, ultra-high voltage, wind power, and military industry, with successful applications in key projects like the C919 aircraft and the Taiyuan Satellite Launch Center [1] - The company also participates in the construction of data center hardware in collaboration with Nvidia's Blackwell series architecture, focusing on smart grids, robotics, domestic chips, third-generation semiconductors, and energy storage [1] Group 2 - The company’s general-purpose chip technology meets the technical requirements across various fields, including commercial aerospace, quantum technology, storage chips, humanoid robots, brain-computer interfaces, computing power, and autonomous driving [1]

Core Viewpoint - The development of embodied intelligence, represented by humanoid robots, is a significant direction for the next generation of AI and reflects the empowerment of artificial intelligence in new industrialization [2]. Group 1: Government Initiatives - The Guangzhou government has emphasized the importance of nurturing emerging future industries and proposed the establishment of an innovation consortium for embodied intelligent robots [2]. - The mayor of Guangzhou, Sun Zhiyang, presented a government work report during the opening of the 16th session of the Guangzhou People's Congress, highlighting the focus on advanced manufacturing [2]. Group 2: Industry Advantages - Guangzhou has a solid industrial foundation, strong scientific and educational resources, and vast market space in the field of intelligent equipment and embodied intelligent robots, providing a unique first-mover advantage [3]. - The city can leverage high-frequency application scenarios in industries such as automotive, electronic information, healthcare, and low-altitude economy, creating a broad market for products [3]. Group 3: Recommendations for Development - A proposal was submitted to create a scene-based open system to attract more enterprises to gather in Guangzhou, focusing on the development of the embodied intelligent robot industry [5]. - The establishment of a flagship robot 6S store in Guangzhou is planned to serve as a core carrier for industry chain aggregation, aiming to attract more upstream and downstream enterprises [5]. - There is a call for strengthening policy coordination to cultivate ecological advantages in the industry [5].

机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初， 工业和信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密 度较2020年实现翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质 量发展的能力明显增强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机 器人有望成为继计算机、智能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来两周国内外机器人及人工 智能领域行业活动活动榜单 ，供大家参考。 主办单位： 中国机电一体化技术应用协会、上海市国际展览(集团)有限公司 3 2026全国传感技术与应用研讨会 2026.01.19-02.01 机器人及人工智能相关活动预告 1 首届"中国工业智能·杭州论坛" 时间： 2026.01.20 地点： 杭州洲际酒店 主办单位： 中国电信浙江公司、杭钢集团、杭实集团、杭州炽橙数字科技有限公司 2 2026上海国际具身智能产业博览会新闻发布会 时间： 202 ...