机器人服务智能体研发及商业化的先行者——云迹科技，于10月8日-13日在港交所招股 每天解读一家上市企业 买股票就是买公司的未来，解读上市公司，分析投资价值 （股万0.85，领券商研报和香港福利，ichuang001） 北京云迹科技股份有限公司成立于2014年，主要提供机器人及功能套件，辅以AI数字化系统的服务。 截止目前，云迹机器人已落地全球30000 多家酒店、医院、工厂、公寓、楼宇等场景，涵盖中东、美洲、韩国、日本、泰国等国家和地区。 2023年，云迹科技推出具身智能机器人新形态——复合多态机器人「UP」，作为会使用工具、会理解分配任务、可群体协作的复合型机器人。 云迹科技仍处于亏损状态。 2022年至2024年，收入分别为1.61亿元、1.45亿元和2.45亿亿元；净亏损分别为3.65亿元、2.65亿元和1.85亿元。 2025年前5个月营收8833万元，较上年同期增长18.9%，净亏损1.18亿元。 | | | | 截至12月31日止年度 | | | | | 截至5月31日止五個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Group 1 - The Beijing Municipal Science and Technology Commission and Zhongguancun Management Committee have launched two "ranking and leadership" project lists for this year, focusing on embodied intelligence in energy and power scenarios and the construction of biobanks [1] - The embodied intelligence project aims to accelerate the application of technology in typical industrial scenarios, particularly in energy and power, to promote the development of the embodied intelligence industry in Beijing [1] - The biobank project aims to develop low-cost, controllable key equipment and technology platforms for gene sequencing and proteomics testing, while also building an AI follow-up system to enhance follow-up efficiency and quality [1] Group 2 - The 2025 energy and power scenario embodied intelligence project list includes three types of intelligent robots: key technology research and demonstration applications for distribution station operation and maintenance robots, substation inspection robots, and high-voltage cable joint robots [2] - The project cycle for these initiatives is no more than two years, with a maximum funding amount of 5 million yuan [2] - The high-voltage cable joint robot project addresses significant issues in cable joint production, which is currently reliant on manual labor, leading to quality inconsistencies and safety hazards [2] Group 3 - The high-voltage cable joint robot project requires the delivery of a control algorithm for the cable joint operation robotic arm, a prototype of the collaborative robot, an evaluation system, and a demonstration application report [3] - Assessment indicators include the robotic arm's ability to autonomously identify, accurately grasp, quickly change tools, and perform precise operations, assisting workers in producing three 110kV cable joints [3] - The biobank construction project list includes platforms for gene sequencing, proteomics testing, and an AI follow-up system, with project cycles ranging from 6 to 18 months and funding amounts from 2 million to 9 million yuan [3]

设想一下刚学开车的情况：在训练场上，我们可能会反复练习特定动作：到了某个位置就踩刹车，拐到某个点就打方向盘。久而久之，这些动作会形成 "条件记 忆"，一旦环境发生变化，就容易手忙脚乱。最近，千寻智能的研究人员注意到，基于模仿学习的视觉运动策略中也存在类似现象，并在论文《Do You Need Proprioceptive States in Visuomotor Policies?》中对此进行了深入探讨。 论文链接：https://arxiv.org/abs/2509.18644 项目主页：https://statefreepolicy.github.io 文中研究人员提出了一种名为 State-free Policy 的策略，与 State-based Policy 相比，即便在训练数据中桌面高度、机器人位置和目标物体等都被严格固定的情况 下，机器人仍能展现出强大的空间泛化能力。例如： 在夹笔任务中，获得桌面高度的泛化能力（标准桌高为 80 cm）： 在叠衣服任务中，即使机械臂位置大幅偏离标准位置，机器人仍然能出色完成任务： 在全身机器人从冰箱拿饮料的过程中，即使冰箱位置发生移动，机器人也能够适应： 事实上 ...

这一成果将为多形态与伪装软体机器人研发开辟低成本、可扩展与定制化的新路径，未来有望应用于个 性化可穿戴设备、自适应伪装迷彩、人机交互以及智能温控服装等领域。 （文章来源：科技日报） 研究团队利用纺织学中的"线圈针脚编程"方法，通过调整纱线线圈的几何排列，实现针织结构的精准工 程化设计。这种方法仅依靠结构设计，无需更换材料，即可赋予织物不同的弹性和形变模式，从而精准 控制软体机器人的"变身"过程，显著提升软体机器人的力学控制精度、设计灵活性与环境适应性。 孙丰鑫团队基于这一原理，研制出具备可调刚度与弹性的柔性针织机器人，能够完成复杂曲面变形，并 展示了可多模式变形机器人、流体驱动的红外隐身柔性爬行机器人，以及仿生拟态伪装系统等多种应用 原型。 9月25日，记者从江南大学获悉，该校纺织科学与工程学院孙丰鑫团队提出了一种基于纺织结构超表面 编织的多功能变形与拟态伪装软体机器人设计策略。相关研究成果发表在国际期刊《先进纤维材料》 上。 孙丰鑫介绍，柔软生物组织系统的可逆形变，使其具备连续运动、灵巧操控与自适应伪装的能力。然 而，利用人工合成材料复制这一技能，却并不简单。 ...

"绑带系紧，抓好握把，发力，起——"浙江杭州程天科技发展有限公司的康复中心内，借助外骨骼机器 人，在轮椅上坐了10多年的残疾人王先生再次站了起来，周围的工作人员爆发出掌声与欢呼声。 "为他高兴，真的。我也为自己高兴！"测试工程师聂鹏的眼眶湿润了，他和王先生一样，也坐在轮椅 上。 10多年前，作为汽修工人的聂鹏，因事故导致脊髓损伤，高位截瘫，从此靠轮椅出行。 "一想到永远都得坐轮椅，感觉天塌了。"聂鹏说，身体长期不动，肌肉日渐萎缩，产生了尿路感染、静 脉血栓等并发症，每个月都要去医院打几次消炎针。 "十四五"亮点 身体失能、心态失衡，像不少截瘫患者一样，聂鹏把自己"锁"在家中，"除了坐着就是躺着，身体越来 越差。" "十四五"时期，全国已就业残疾人数量达901万，城乡新增残疾人就业人数累计达231万 2017年，程天科技落地杭州未来科技城人工智能小镇，主攻外骨骼的研发和应用。"外骨骼，看上去像 绑在人身上的'铁架子'，但实际上是一种集信息技术、移动计算等尖端技术于一身的可穿戴机器人系 统。"程天科技创始人王天说，比如王先生用的外骨骼机器人，腿部的力量传感器能够识别使用者的动 作意图，并在辅助运动装置的驱动下，按 ...

云南旅游公告，近期，公司全资子公司深圳华侨城文化旅游科技集团有限公司与浙江人形机器人创新中 心有限公司签署战略合作协议，双方将围绕三大方向深化合作：一是共建联合创新实验室，组建联合研 发团队，聚焦文旅场景机器人核心技术研发，攻克高动态全身协同控制、多模态空间智能感知、情境化 拟人交互等关键技术难题；二是推动机器人产品在文旅场景的落地应用，重点开发适用于主题公园、景 区的机器恐龙、互动NPC机器人，以及提升游客体验的零售服务机器人，并推动研发成果在文旅行业落 地；三是建立人才交流与联合培养机制，共同培育文旅机器人领域专业人才，为行业发展注入新动能。 ...

Group 1 - Mercedes-Benz and ByteDance have upgraded their strategic cooperation to promote AI technology integration across various business areas including intelligent driving and digital marketing [1] - The new Keling 2.5 Turbo model has been launched, offering a nearly 30% price reduction compared to the previous model, while significantly enhancing text understanding and response capabilities [2] - Jingce Electronics' controlling shareholder plans to transfer 5.02% of the company's shares at a price of 60.24 yuan per share to optimize the equity structure [3] Group 2 - Meikailong announced that the detention measures against its general manager have been lifted by the Yunnan Provincial Supervisory Committee [4] - Poly Developments plans to issue corporate bonds not exceeding 15 billion yuan to fund debt repayment, working capital, and project construction [5] - Ganli Pharmaceutical signed a supply framework agreement worth no less than 3 billion yuan with Brazilian partners for insulin technology transfer and supply [6] Group 3 - Alibaba's research team has launched a new terminal AI agent, iFlow CLI, which allows users to execute tasks through natural language commands [7] - Boeing has proposed remedial measures to seek EU approval for its acquisition of Spirit AeroSystems [8] - Sempra announced the sale of a 45% stake in its infrastructure subsidiary for $10 billion, valuing the subsidiary at $31.7 billion [9] Group 4 - The incoming European Central Bank board member emphasized the need to maintain monetary policy flexibility amid controlled inflation [10] - Gatik is expanding its partnership with Loblaw to deploy autonomous trucks in the Greater Toronto Area [11] - McDonald's China plans to invest over 400 million yuan in talent training and development over the next three years [12] Group 5 - The EU and Indonesia have signed a free trade agreement that will eliminate over 98% of tariffs, benefiting various industries [13] - The brand "Second Life" has completed a multi-million equity financing round to focus on 3D printing and global store network development [14] - "Noitom Robotics" has completed a multi-million angel round financing, with a core team comprising former executives from major tech companies [15]

作者：刘海、包瑞雪、刘正川 新华社音视频部制作 【纠错】 【责任编辑:薛涛】 秋收时节，成都市新都区稻菜现代农业园区里，一台黑白配色、形似熊猫的农业巡检机器人在田间穿行，进行智能巡检。 这款农业巡检机器人由本土企业自主研发，不仅具有萌态十足的造型，还具备AI驱动的精准巡检能力，让农业管理更加智能化。 ...

Core Viewpoint - Yunnan Tourism (002059.SZ) has experienced significant stock price fluctuations, with a cumulative closing price deviation exceeding 20% over two consecutive trading days, indicating abnormal stock volatility [1] Group 1: Stock Performance - The company's stock price closed with a cumulative deviation of over 20% on September 17 and 18, 2025, which is classified as abnormal stock fluctuation according to Shenzhen Stock Exchange regulations [1] Group 2: Strategic Cooperation - The company's wholly-owned subsidiary, Shenzhen Overseas Chinese Town Cultural Tourism Technology Group Co., Ltd., has signed a strategic cooperation agreement with Zhejiang Humanoid Robot Innovation Center Co., Ltd. [1] - The cooperation focuses on three main areas: 1. Establishing a joint innovation laboratory and R&D team to tackle key technological challenges in cultural tourism robotics, including high dynamic full-body coordinated control and multimodal spatial intelligent perception [1] 2. Promoting the application of robotic products in cultural tourism scenarios, particularly developing robotic dinosaurs and interactive NPC robots for theme parks and scenic spots, as well as retail service robots to enhance visitor experiences [1] 3. Creating a talent exchange and joint training mechanism to cultivate professionals in the field of cultural tourism robotics, injecting new momentum into industry development [1] - The cooperation is currently in its early stages, and there is uncertainty regarding the successful implementation of future initiatives [1]

近期，公司全资子公司深圳华侨城文化旅游科技集团有限公司与浙江人形机器人创新中心有限公司签署 战略合作协议，双方将围绕三大方向深化合作：一是共建联合创新实验室，组建联合研发团队，聚焦文 旅场景机器人核心技术研发，攻克高动态全身协同控制、多模态空间智能感知、情境化拟人交互等关键 技术难题;二是推动机器人产品在文旅场景的落地应用，重点开发适用于主题公园、景区的机器恐龙、 互动NPC机器人，以及提升游客体验的零售服务机器人，并推动研发成果在文旅行业落地;三是建立人 才交流与联合培养机制，共同培育文旅机器人领域专业人才，为行业发展注入新动能。目前，该合作尚 处于前期阶段，后期能否顺利落地推进存在不确定性。 智通财经APP讯，云南旅游(002059.SZ)发布公告，公司股票交易价格连续两个交易日内(2025年9月17 日、2025年9月18日)收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规 定，属于股票异常波动的情况。 ...