据LinkedIn数据分析，Sunday Robotics目前约有50名员工，其中多位曾在特斯拉主导Autopilot自动驾驶 系统和Optimus人形机器人项目的关键岗位任职。其中包括在特斯拉工作近六年的Perry Jia，以及担任人 工智能基础设施工程主管逾七年的Nadeesha Amarasinghe。两人均于2024年夏季加入Sunday Robotics， 投身Memo机器人的研发工作。 此外，曾在特斯拉自动驾驶团队实习、并参与Optimus与Robotaxi人才计划的Jason Peterson，以及其他 多名过去五年内任职于特斯拉的工程师和实习生，也已加入该初创公司。 值得注意的是，Sunday Robotics联合创始人赵东尼本人也曾于2022年在特斯拉自动驾驶部门实习。 来源：环球网 【环球网科技综合报道】12月1日消息，据businessinsider报道，新兴机器人初创公司Sunday Robotics于 11月19日正式结束隐秘运营状态，并发布了其首款家用机器人产品"Memo"，同时披露其核心团队中包 含至少10名前特斯拉人工智能与机器人项目资深员工。 资料显示，Sunday Robo ...

开源证券表示，二级市场上，头部企业的资本化动作持续提速，正带动全产业链协同发展。以字树科技 启动上市辅导、智元机器人拟通过收购上市公司股权实现资本化突破为标志，行业掀起资本化热潮。 2024 年以来，优必选、越疆科技等5家企业已登陆港股；2025 年1-10月，28家申报港交所的机器人企业 中，多数为技术驱动型未盈利企业，彰显资本对技术壁垒的长期价值认可。二级市场的资本化加速一方 面，拓宽企业融资渠道，助力其加大研发投入与产能建设；另一方面，促进产业链上下游资源整合，加 速行业技术迭代与产业化进程。 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、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。场外联接（华夏中证 机器人ETF发起式联接A：018344；华夏中证机器人ETF发起式联接C：018345）。 今日截至13点40分，机器人ETF（562500）上涨0.74%，早盘探底回升后稳居分时均线上方，展现出良 好的抗跌韧性。持仓股方面表现亮眼，超七成成分股飘红，固高科技强势领涨5.80%，均普智能、拓邦 股份、伟创电气联袂跟涨超3 ...

December 1, 2025 12:45 AM GMT Humanoids Humanoid Horizons: Overhyped yet Underappreciated Investor interest remains strong, and the industry is accelerating rapidly. Most players have aggressive targets for 2026, but near- term hurdles cannot be ignored. The industry will need to wait for verification of commercialization before realizing its significant long-term potential. We provide our latest thoughts as developments in humanoids & embodied AI continue to evolve rapidly. | M | | Global Idea | | --- | -- ...

最近在为大家收敛具身科研的几个重点模块：行业内容、本体形态、算法、还有部署的一些方案，已经汇 总在我们的社区内部。 目前为大家梳理了行业正在从事具身大脑、本体研发的公司（突然发现本体也卷不太动了......)，以及一些 比较活跃的具身实验室。方便大家判断和升学，除此之外，还有很多行业的研报，供大家判断具身的发展 与周期。 本体方面，推荐几款适合科研的产品：SO-100系列、openarm系列、XLerobot系列等； SO100及升级版本，能上一些VA和VLA的算法，常见功能可以实现了； Openarm是一款双臂任务框架，目前有几家公司开始生产相关本体，缺乏移动能力，一些叠衣服、pick and place也都能满足。但从数据采集来看，VR版本更舒服。 XLerobot存在一定的移动能力，但不多，适合一些入门科研&个人开发使用，可以适配移动操作的一些任 务。 其它开发平台，成本较高，需要一定的资金投入，可以参考方舟无限、星海图、宇树的几款本体。 算法层面，目前我们收拢了关于vla（训练、无需训练方式、vla+RL、vla+世界模型、vla轻量化、部署 等）、vln（时间语言、目标导航、点导航等）、运控（强化、 ...

RT Sawyer Merritt (@SawyerMerritt)NEWS: Yilun Chen has joined @Tesla’s Optimus team as a staff robotics engineer. He spent the last 4 years at Apple as an ML engineer and robotics research scientist."I was totally blown away by the scale and sophistication of the @Optimus lab and deep dedication of people when I got to visit the office. My first week was already so much fun and exciting: flat team structure, spontaneous deep technical discussions, direct communications across levels, hardcore building and c ...

Core Insights - The future of manufacturing is shifting towards automation due to a significant labor shortage, making robots essential for operations rather than optional [1][2][4] - The U.S. is projected to have a shortfall of 1.9 million manufacturing workers by 2033, prompting companies to automate to maintain production [2][6] - The Global X Robotics & Artificial Intelligence ETF is positioned to benefit from this transition, with expectations of outperforming peers over the next five years [3][6] Automation Imperative - Manufacturing wages have surpassed $100,000 annually, yet companies struggle to fill positions, leading to a shift from "robot versus worker" to "robot versus shutting down the line" [4] - This creates inelastic demand for robots, as manufacturers must continue purchasing them to address supply constraints, regardless of economic conditions [4][6] Fund Composition - The Global X Robotics & Artificial Intelligence ETF consists of 53 securities, with the top 10 positions making up about 60% of its assets, indicating a concentrated investment strategy [5][6] - The fund has a slightly higher expense ratio of 0.68% compared to the average of 0.61% for thematic ETFs [5] - Key holdings include Nvidia (11.8%), ABB (8.9%), and Fanuc (7.6%), which are pivotal in advancing robotics technology and industrial applications [7]

Core Insights - There is significant hype surrounding artificial intelligence (AI), automation, and robotics, but the real-world applications are still being determined. Symbotic's growth and traction stand out in this speculative environment [1] - Following a strong Q4 fiscal 2025 earnings report and an optimistic Q1 2026 forecast, Symbotic's stock has seen a substantial rise. The focus is on whether Symbotic will set the standard in modern warehouse and supply chain transformation [2] Financial Performance - Symbotic's revenue for fiscal 2025 reached $2.247 billion, marking a 26% increase from the previous year [4] - The company reported significant increases in adjusted EBITDA, free cash flow, and adjusted gross profit margin in its Q4 earnings. It has a backlog of orders totaling approximately $22.5 billion [5][10] Clientele and Market Position - Symbotic has secured multi-year contracts with major companies such as Walmart, Target, and C&S Wholesale, indicating strong market demand for its systems [6] - The appeal of Symbotic's solutions is heightened by labor shortages and the need for cost reductions among major suppliers and retailers [7] Strategic Partnerships and Global Expansion - A partnership with SoftBank is facilitating Symbotic's entry into global markets, starting with Europe and Asia, which will test the company's execution capabilities [8] Research and Development - The company faces challenges related to high research and development costs, which are essential for maintaining a competitive edge. While overall expenses have increased, they have not outpaced revenue growth [11]

The internet was convinced China's newest humanoid was human. But did it fool our reporter when they got to see it up close. This is Iron, created by Xping, the Chinese Tesla competitor known for electric vehicles, flying cars, and robots that are so real they need to be sliced open to prove they aren't human.And when Iron was unveiled, the internet kind of lost its mind. Some people were convinced this was just someone in a suit. So naturally, X-ping CEO grabbed a knife and cut it open.Mashable reporter Am ...

2025深圳（国际）市容环境产业博览会与人工智能环卫机器人大赛近日同步收官。通过"展赛联动"创新 模式，活动实现4600万美元国际合作签约及1600台环卫机器人意向订单，总金额超3亿元。实景演示场 让市民亲身体验智慧城市治理，大赛则推动技术快速转化，构建起从产业展示到实景验证的完整闭环。 吸引海内外150余家优秀企业参展 本次博览会成为产业资源聚合的"强磁场"，实现了技术展示与商业落地的高效转化。博览会静态展示 区、动态体验区合计吸引海内外150余家优秀企业参展，展览总面积达50,000平方米，累计吸引超3万人 次参观，覆盖园林绿化、市容街区、环境卫生全产业链，深城交AI服务机器人、玉禾田坎德拉S300清 扫机器人等一批前沿新品集中发布，为行业发展把脉趋势。 国际经贸交流环节成效凸显，活动连接阿联酋、俄罗斯、哈萨克斯坦等"一带一路"共建国家资源，为中 国智慧城市治理方案出海搭建了重要桥梁，现场签署合作意向书8份，累计金额高达4600万美元，约 3.22亿元人民币。 国际经贸交流。 此外飞盘挑战赛、户外露营等配套活动人气高涨，"在公园就能体验未来生活"成为市民高频评价。 莲花山市民活动。 大赛通过多维度赛事设置 ...

转自：草原云 今年8月，国务院发布了《关于深入实施"人工智能+"行动的意见》，对人工智能与各行各业深度融合作 出战略部署，在《意见》的指引下，四川制造业正经历一场智能化变革。接下来，我们就跟随记者深入 生产一线，走进能源重装、消费电子等领域车间，感受AI赋能下四川制造业的新变化。 01 智能制造 精度与效率实现"双增" 在一座生产汽轮机叶片的工厂，记者看到，智能物流设备正快速移动，将叶片毛坯精准送达机器人臂 的"手中"，在这近万平方米的厂房区域中，维持运转的人员仅有10多人。 东方汽轮机叶片分厂厂长 任宗华：通过智能制造，让我们的人均效率达到了650%，质量水平也全部达 到99%以上，通过AI实时监测与管控，我们的精度已经达到0.03毫米级。 0.03毫米，相当于一张A4纸厚度的三分之一，精细度堪比一根头发丝。智能制造不仅提升了精度，也提 升了效率。 让机器人工作提质增效 智能车间里的高效率，离不开技术和工具的不断创新，从引进技术到创造技术，四川正通过自主研发的 AI技术，助力智能制造不断更新迭代。 长虹智慧显示（中国）MES工作室主任 冯楚贤：我们这条生产线通过MES系统和AI视觉检测深度融 合，以前我们的 ...