最近在具身领域做的一些事情，社区、硬件和求职...... 今年的国庆和中秋赶在一起了，首先提前祝大家节日快乐。也希望每个人都能好好放松下，包括峰哥自己也真 的需要relax下。做了这么久的社区运营和媒体，几乎每天都在线，随时都要处理同学们的问题。 最近在做一个什么事情呢？主要推进硬件和社区还有商务。 前面有很多同学一直向峰哥吐槽硬件贵、不好用。这块我们正在努力找合适的方案，不久就会推给大家。近期 正在推进一些具身产品的测试和开发，期望能给大家提供几个使用还不错的平台。到时候，会第一时间在我们 的具身智能之心知识星球公开。 还有就是想着完善社区，减少盲区和不完善的体系。体系大，零散，需要投入很多时间整理。所以小长假前， 还要努力一把子，节后给大家呈现更好的内容。 我们也陆续收到了很多高校在具身方向的招生需求，特别是RA、博士、博士后。感兴趣的同学也提前26年的 升学、工作做好准备，和老师熟悉起来，关注我们日常的一些招生信息。正在秋招或者社招的同学，简历也可 以随时砸给我们，第一时间帮大家内推。 所有的内容都会第一时间沉淀到我们的具身社区内，具身智能之心知识星球一致努力打造成为超大的具身与机 器人社区，期望能够在 ...

其实对于康迪来说，GoTo集团仅3台的订单量关系到公司未来的转型，当高尔夫球场电车、卡丁车这类非公路车在北美遇冷时，康迪在"稳健现金流业 务"同时，更要发展具身机器人、储能这类"增长孵化业务。 愿望很美好，赛道也很有前景，但在司库财经看来，康迪新战略转型能否成功转型的背后，不仅是康迪自身的战略意愿，更要看到自身储备和友商们肌肉 和实力的对比。在此我们不禁怀疑：康迪此时入局是否已晚？ 1 双轮驱动新战略 "2025年上半年，全球宏观经济环境依然面临诸多不确定性，且这一趋势对我们业务的发展带来了不小的挑战"，对于2025年上半年的经营业绩，康迪科技 CEO陈峰不无忧虑，认为康迪需要在稳固现有业务的同时，寻找新赛道。 据康迪财报数据显示：2025年上半年，康迪总净收入为3630万美元、净利润为170万美元，相较于去年同期分别下降39.3%、29.2%。 康迪业务上的不景气，不仅反映在营收利润的下降幅度上，更是能效。据同花顺数据显示：目前康迪共有739名员工，按照半年170万美元净利润计算， 2025年上半年康迪人均创造的净利润仅为0.23万美元，折算为383美元/人/月。 | 9 | 公司名称:康迪科技集团公司 | ...

Core Insights - The global market for integrated intelligent "three major components" is expected to exceed $200 billion by 2030, with China accounting for a significant share [1] - The three major components—smart vehicles, embodied robots, and low-altitude economy—are seen as key drivers for overseas expansion and economic growth [1] - The essence of integrated intelligence is defined as "technology sharing, interconnected supply chains, and application integration" [1] Industry Overview - Over 60% of the supply chains for smart vehicles, embodied robots, and low-altitude economy can be reused, which can significantly reduce hardware costs and enhance performance [1][2] - As of September 18, the cumulative sales of new energy vehicles in China have surpassed 40 million, maintaining the world's leading position for ten consecutive years [1] - Companies like GAC, Changan, and XPeng are actively exploring cross-industry innovations leveraging the automotive supply chain [2] Technological Developments - The electric aviation and automotive sectors share strong commonalities in technical foundations and supply chains, with aspirations for electric aviation to utilize 80% of the core supply chain from the automotive industry [2] - The cost challenges in the development of embodied robots stem from the lack of integration with the mature automotive supply chain [2] - The price of lidar sensors has dramatically decreased from 100,000 yuan in 2019 to approximately 800 yuan today, showcasing the benefits of scale in the automotive sector [2] Strategic Recommendations - There is a need to shift from a fragmented development approach to a more integrated strategy that emphasizes cross-industry collaboration [4] - Unified planning for application scenarios, infrastructure, and computing power systems is essential to avoid redundancy and resource waste [4] - Proactive policy design and regulatory frameworks are necessary to support innovative integration across these industries [4]

Core Insights - The rapid development and application of artificial intelligence technologies have positioned smart vehicles, low-altitude travel, and embodied robots as key carriers of AI applications, with a consensus emerging on the importance of scaling smart vehicle components to empower these sectors [1][2] - The concept of "aggregated intelligence" is characterized by the deep coupling of technology, industry chains, and application scenarios, which is seen as a new direction for the renewable energy industry to break through single development bottlenecks and unlock trillion-yuan market potential [1][4] Technology and Industry Chain Interconnectivity - There is significant "homogeneity" among smart vehicles, embodied robots, and low-altitude economy, with AI as the core support for underlying technologies, forming an AI-based terminal industry chain [2][3] - The supply chain overlap exceeds 60%, with some companies estimating it to be as high as 70%, allowing components from smart vehicles to directly support robots and low-altitude aircraft [2][3] - The cost of laser radar has dramatically decreased from 100,000 yuan in 2019 to 800 yuan today, showcasing the potential for cost reduction in robotics and low-altitude economies through supply chain integration [2][3] Practical Applications and Industry Initiatives - Companies like Beijing Horizon Robotics have successfully integrated smart vehicle technology into robotics, with over 10 million units of their chips deployed in vehicles and applications in various robotic platforms [3] - Zhixing Technology has entered the robotics field through acquisitions, developing the world's first domestic mid-to-high computing power robot controller based on intelligent driving technology [3] Scene Integration and Ecosystem Development - The shift from a single product mindset to an ecosystem approach is gaining traction in the renewable energy sector, exemplified by initiatives like the "robot soccer league" that fosters a developer ecosystem [4][5] - The low-altitude economy is being redefined through innovative transportation solutions, with electric flying cars expected to reduce costs significantly from millions to around 200,000 yuan [5][6] - Companies like Sichuan Wofei Chang Kong are actively developing electric flying vehicles and have secured substantial orders, indicating strong market demand for low-altitude travel solutions [5][6] Strategic Collaborations and Future Outlook - Jianghuai Automobile Group is pursuing an "all-chain" ecosystem strategy by collaborating with universities and leading companies in robotics and low-altitude economies to extend the automotive industry chain into new fields [6] - The aggregation of smart vehicles, embodied robots, and low-altitude economies is projected to form a trillion-yuan export force in the next five years, with integrated development being the key to seizing this opportunity [6]

Core Insights - The rapid development and application of artificial intelligence technologies have made smart vehicles, low-altitude travel, and embodied robots key carriers of AI applications, with a consensus emerging on the importance of scaling smart vehicle components to empower these sectors [1][2] - The concept of "aggregated intelligence" is characterized by deep coupling of technology, industry chains, and application scenarios, which is seen as a new direction for the new energy industry to break through single development bottlenecks and unlock trillion-yuan market potential [1][7] Group 1: Technological Synergy and Industry Chain Interconnectivity - Smart vehicles, embodied robots, and low-altitude economy share significant "homogeneity" in their underlying technologies, all supported by artificial intelligence, leading to a unified terminal industry chain [2][3] - The supply chain overlap exceeds 60%, with some companies estimating it to be as high as 70%, allowing components from smart vehicles to directly support robots and low-altitude vehicles [2][3] - The cost reduction in components, such as LiDAR, has been significant, with prices dropping from 100,000 yuan in 2019 to 800 yuan today, demonstrating the potential for cost-effective solutions in robotics and low-altitude travel [3] Group 2: Scene Integration and Ecological Co-construction - The shift from a single product mindset to an ecological thinking is becoming a consensus among professionals in the new energy sector, with examples like the "robot football league" showcasing developer ecosystems [5] - The low-altitude economy is showing great potential in reconstructing transportation scenarios, with electric flying cars expected to reduce costs significantly from millions to around 200,000 yuan [6] - Companies like Sichuan Wofei Chang Kong Technology are actively developing electric flying vehicles and have plans for commercial operations by 2026, indicating a growing market for low-altitude travel solutions [6][7] Group 3: Strategic Collaborations and Future Outlook - Companies like Jianghuai Automobile Group are exploring collaborative ecosystems by sharing technologies and resources across smart vehicles, robots, and low-altitude travel [7] - The integration of smart vehicles, embodied robots, and low-altitude economy is expected to form a trillion-yuan "new trio" export force in the next five years, emphasizing the importance of fusion development [7]

本报记者 刘钊 9月17日，在湖北武汉召开的首届聚合智能产业发展大会（2025）上，车百会理事长张永伟发表以《从出口"新三样"到聚 合智能"三大件"》为主题的演讲。他提出，聚合思维将成为引领产业突破的核心驱动力，而共建共用的产业链则是实现协同发 展的关键支柱，并针对性提出四大发展路径，为聚合智能产业抢占全球竞争制高点提供借鉴。 "三大件"协同发展 多领域显现协同降本效应 张永伟强调，聚合思维是第四次工业革命的标志性特征。与前三次工业革命依赖单一核心动力不同，第四次工业革命中， 新能源、人工智能等原本独立的技术加速融合，打破了传统产业的发展边界，这意味着"单一产业思维"已无法适应新形势，跨 行业的"聚合思维"成为必然选择。 这种"聚合"的本质，体现在智能汽车、具身机器人、低空经济三大领域的深度耦合：其一，技术同源，人工智能已成为三 大领域智能终端的底层核心技术，三者本质上是基于同一技术底座的不同终端产品；其二，产业链相通，三大领域的供应链重 合度超60%，共用环节远多于个性化环节，可视为"同一产业的不同功能性应用"；其三，应用融合，"天地一体"的融合终端及 配套基础设施正在涌现，三大领域的应用场景逐步交织。 从 ...

Economic Overview - In August, the industrial added value of large-scale enterprises increased by 5.2% year-on-year and 0.37% month-on-month [1] - The service production index rose by 5.6% year-on-year in August [1] - The total retail sales of consumer goods grew by 3.4% year-on-year and 0.17% month-on-month in August [1] - From January to August, fixed asset investment (excluding rural households) increased by 0.5% year-on-year, while excluding real estate development investment, it grew by 4.2% [1][5] Investment Trends - Manufacturing investment increased by 5.1% year-on-year from January to August, although the growth rate is declining [5] - Infrastructure investment (excluding power, heat, gas, and water production and supply) grew by 2.0%, down 1.2 percentage points from January to July [5] - Real estate development investment decreased by 12.9% year-on-year, with the decline rate widening by 0.9 percentage points compared to the previous period [5][7] Real Estate Market - The real estate market is experiencing fluctuations, but the decline in sales and housing prices is narrowing, indicating progress towards stabilization [7] - Recent adjustments in housing policies in some cities have shown positive effects, leading to improved market transactions [7] - Continued efforts are needed to promote the stabilization of the real estate market, including enhancing the supply of high-quality housing [7] Consumer Market - The retail sales of consumer goods showed resilience, with significant growth in key categories such as furniture and home appliances [10] - The film industry also saw a substantial increase, with box office revenue and audience numbers rising by 48.6% and 66.9% year-on-year, respectively [10] - Despite some downward pressure, the overall consumer market remains stable, supported by various consumption promotion policies [10][11] Export and Import Dynamics - In August, the total goods import and export volume increased by 3.5% year-on-year, with exports growing by 4.8% and imports by 1.7% [11] - Exports to the U.S. saw a significant decline of 32.9%, which was a major drag on overall export performance [11] - However, exports to non-U.S. and non-ASEAN regions increased by 6.4%, indicating efforts to explore new markets amid tariff pressures [11] Price Trends - The Producer Price Index (PPI) decreased by 2.9% year-on-year in August, but the decline rate narrowed compared to the previous month [12] - Factors contributing to the PPI changes include improved market competition, increased demand in emerging industries, and the effects of consumption-boosting policies [12] - The current PPI remains in a declining range, which poses challenges for industrial enterprises [12]

Economic Overview - In August, the industrial added value of large-scale enterprises increased by 5.2% year-on-year and 0.37% month-on-month [1] - The service production index rose by 5.6% year-on-year in August [1] - The total retail sales of consumer goods grew by 3.4% year-on-year and 0.17% month-on-month in August [1] - From January to August, fixed asset investment (excluding rural households) increased by 0.5% year-on-year, while excluding real estate development, it grew by 4.2% [1][2] - The total import and export volume in August increased by 3.5% year-on-year, with exports rising by 4.8% and imports by 1.7% [1][6] Real Estate Market - Real estate development investment decreased by 12.9% year-on-year from January to August, with the decline expanding by 0.9 percentage points compared to the previous period [2][3] - Despite fluctuations, the sales of commercial housing and residential prices have shown a narrowing decline, indicating progress in destocking [2] - The government is implementing policies to stabilize the real estate market and promote housing demand [3] Consumer Market - The retail sales of consumer goods showed a growth of 4.6% year-on-year from January to August, with service retail sales increasing by 5.1% [5] - In August, key consumer goods such as furniture and home appliances saw significant sales growth, with increases of 18.6% and 14.3% respectively [6] - The film industry also experienced a surge, with box office revenue and attendance increasing by 48.6% and 66.9% year-on-year in August [6] Export Dynamics - Exports to the U.S. fell by 32.9% in August, which was a significant drag on overall export performance [7] - However, exports to non-U.S. and non-ASEAN regions grew by 6.4% year-on-year, indicating successful market diversification efforts [7] Price Trends - The Producer Price Index (PPI) decreased by 2.9% year-on-year in August, but the decline was less severe than in previous months [8] - Factors contributing to the narrowing PPI decline include improved market competition, increased demand in emerging industries, and effective consumption-boosting policies [8]

Group 1 - Private investment growth has faced pressure, with a continuous decline for three months and a year-on-year decrease of 2.3% from January to August [1][3] - Fixed asset investment (excluding rural households) increased by 0.5% year-on-year during the same period, indicating a broader economic context [1][3] - The decline in private investment is significantly influenced by the real estate sector, which saw a 16.7% drop in private investment, pulling down overall private investment growth by 4.5 percentage points [3] Group 2 - Excluding real estate development, private project investment showed a year-on-year increase of 3%, outpacing overall investment growth [3] - Manufacturing sector private investment grew by 4.2%, accounting for 40.6% of total private investment, with 16 out of 31 manufacturing industries experiencing double-digit growth [3][4] - Notable growth in private investment was observed in the automotive manufacturing and transportation equipment sectors, with increases of 22.6% and 16.2% respectively [3] Group 3 - Private enterprises are key players in innovation and have increased investment in emerging industries, contributing to a positive shift in the industry [4] - High-tech industries, particularly information services and professional technical services, saw private investment growth of 26.7% and 17.6% respectively from January to August [4] - Infrastructure private investment rose by 7.5%, surpassing the overall infrastructure investment growth rate by 5.5 percentage points, with significant contributions from the electricity, gas, and water supply sectors [4] Group 4 - The ongoing high-quality development in China is expected to create more space for private investment, particularly in green industries like new energy vehicles and solar power [5] - Private enterprises demonstrate resilience and adaptability, responding effectively to market demands and external challenges [5] - Strong policy support, including the implementation of the Private Economy Promotion Law, is enhancing the environment for private investment and encouraging stable growth [5]

国家统计局新闻发言人付凌晖在9月15日召开的国新办发布会上表示，尽管当前国内外环境深刻复杂变 化，部分民营企业生产经营困难，民间投资面临一定压力，但从未来发展看，我国经济发展空间广阔， 民间投资增长有支撑。一是高质量发展扎实推进，民间投资增长有空间。民营企业是创新发展中的中坚 力量，是推动高质量发展的重要动力源。随着我国高质量发展扎实推进，民营企业大力推动新能源汽 车、光伏、锂电池等绿色产业发展，积极布局人工智能、具身机器人等未来产业，这将进一步拓展民间 投资发展空间。二是民营企业韧性强活力足，民间投资增长有基础。广大民营企业敢闯敢拼，对市场需 求和技术前沿嗅觉灵敏、反应迅速，具有高度的灵活性和适应性。今年以来，面对外部冲击，广大民营 企业迎难而上、灵活应变，积极拓市场、稳生产，展现出较强发展韧性和创新的活力。三是政策支持有 力，民间投资增长有保障。《民营经济促进法》正式实施，释放了促进民营经济发展的强烈信号。各地 区各部门积极健全政府投资带动社会投资体制机制，民间投资准入环境持续优化，资金和要素保障不断 强化，有利于调动民间投资积极性，促进民间投资稳定发展。 ...