VettaFi: Henrik, you've been a pioneer, directing the government's attention toward robotics since 2008 as the lead author of the U.S. robotics roadmap. How does it feel to see robotics finally come to the mainstream focus? Does it surprise you, and what's at stake now? Dr. Henrik Christensen: Good question. We have seen robotics getting big attention, but much of the traditional industrial robotics manufacturing has moved outside of the U.S., primarily to China and Japan. That is a little sad. However, we ...

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Core Insights - Kraken Robotics Inc. reported a significant revenue growth of 60% in Q3 2025, reaching $31.3 million compared to $19.6 million in the same quarter of the previous year, driven by strong demand in the defense sector and the acquisition of 3D at Depth Inc. [3][5] - The company achieved a gross margin of 59%, up from 52% year-over-year, reflecting a favorable revenue mix with higher-margin products and services [3][9]. - Adjusted EBITDA increased by 92% year-over-year to $8.0 million, resulting in an adjusted EBITDA margin of 25.5%, compared to 21.2% in the prior year [3][8]. Financial Performance - Consolidated revenue for Q3 2025 was $31.3 million, a 60% increase from $19.6 million in Q3 2024 [3][9]. - Product revenue rose by 46% to $18.3 million, while service revenue surged by 85% to $13.0 million, attributed to the growth in sub-bottom imaging services and the acquisition of 3D at Depth [3][9]. - Gross profit for the quarter was $18.6 million, an 81% increase from $10.3 million in the prior year, with a gross profit margin of 59% [3][9]. Capital Expenditures and Assets - Capital expenditures for the quarter were $6.3 million, significantly higher than $0.7 million in the comparable quarter, primarily for a new battery facility and internal marine assets [3]. - Total assets increased to $330.7 million as of September 30, 2025, compared to $101.2 million a year earlier, with cash reserves growing to $126.6 million from $14.9 million [3]. Guidance and Future Outlook - The company maintains its revenue guidance for 2025 between $120 million and $135 million, representing a 40% growth, and adjusted EBITDA guidance between $26 million and $34 million, indicating a 45% growth [3]. - Capital expenditure guidance has been raised to a range of $20.0 million to $21.0 million, reflecting increased investments in subsea power manufacturing facilities and internal marine assets [3].

11月24日，A股市场小幅回暖，两市超4200只个股上涨，机器人板块迎来反弹，机器人ETF基金（159213）收涨1.25%，资金近期跑步进场，机器人ETF基金 （159213）近5日累计吸金超1300万元！ 截至15：00，成分股仅做展示使用，不构成投资建议。 近期，人形机器人板块催化不断： 有关部门重点布局人形机器人应用，机器人赛道迎来"量产加速器"； 2025年国内机器人头部企业累计订单超24亿，订单已破2万台； 智元创下人形机器人行走最远距离世界记录。智元远征A2成功完成从苏州金鸡湖到上海外滩的百公里跨省行走挑战。11月20日，吉尼斯世界纪录认证官向 智元远征A2颁发认证证书，正式确认智元远征A2全程行走距离为106.286km，成为"人形机器人行走最远距离"吉尼斯世界纪录保持者。 宇树科技完成上市辅导。11月15日，据公开资料，宇树科技完成上市辅导。完成上市辅导后，宇树科技即将提交招股书。9月2日，宇树科技曾在官方媒体平 台中透露，公司预计将在2025年10月至12月期间正式提交IPO申报文件，披露详细的财务数据。 特斯拉预计提升灵巧手执行器。11月14日，马斯克在与巴伦资本的线上谈话中透露，下一代 ...

作者｜黄楠 编辑｜袁斯来 近日，在DDC 2025地瓜机器人开发者大会上，地瓜机器人宣布全面升级其全链路开发基础设施，推出 面向具身智能的机器人大算力开发平台S600，该平台预计于2026年第一季度正式发布。 同时，公司现场发布了集成数据闭环系统、具身智能训练场和Agent开发服务的"一站式开发平台"，通 过软硬结合与端云一体架构，加速机器人的应用落地。 560 TOPS*(INT8)，*Effective TOPS with 1/2 Sparsity, TPP(Total Processing Performance)<4800 地瓜机器人CEO王丛在接受36氪等采访中指出，地瓜明确不做 "即套即用" 的完整解决方案，更聚焦于 提炼不同场景的核心共通点（common point），将其打磨为标准化技术组件。例如，双目视觉技术广泛 应用于扫地机、割草机、无人机、具身四足机器人等多品类，通过优先解决和迭代技术痛点、构建标准 化模块，以适配各类产品需求；在具身智能领域，其研发的运动控制算法可快速适配不同动作场景，具 备高度通用性。 "针对研发端需求，将数据采集、标注、生成、仿真、测试等共性环节转化为标准化工具箱。 ...

2025年9月，我国机器人产业融资市场持续保持高热度，融资项目数刷新年内峰值，呈现出融资规模放量 增长、资本向核心赛道集聚、区域分布相对集中的鲜明特点，具体情况如下： 9月国内机器人领域融资热情再度攀升，63起融资交易全面覆盖产业链各环节，资本加速向头部企业及核 心赛道汇聚的态势愈发明显。融资额度呈现出显著的分化特征，头部企业的资金吸附能力尤为突出： 星迈 创新、自变量机器人 两家企业分别获得 近10亿元人民币 的大额融资， 纳百机器人、瑞龙外科 的融资额 也分别达到 5200万美元 与 6700万美元 ，此外 一星机器人、昂泰微精 等一众企业亦成功斩获 数亿元 级别的资金支持；与此同时， 数千万 至 1亿元 区间的融资案例持续涌现，另有超半数融资企业未对外披 露具体金额，这一现象既反映出行业内企业成熟度的差异，也凸显了资本精准布局的策略特点。 从融资轮次来看，资金覆盖了企业发展的完整生命周期，成长期企业与初创型企业融资需求并行释放。其 中， A轮及A+、A++ 等衍生轮次的融资最为密集，成为支撑企业业务扩张的核心资金来源； Pre-A系列 轮次 则为处于发展过渡期的企业提供了关键助力，帮助其顺利迈向成长期； ...

Core Insights - The robotics industry is experiencing significant growth, transforming human production and lifestyle, and injecting strong momentum into economic and social development [1] - The Ministry of Industry and Information Technology, along with 16 other ministries, issued the "Robot + Application Action Implementation Plan" at the beginning of 2023, aiming to double the density of manufacturing robots by 2025 compared to 2020 [1] - The "Guidance on the Innovative Development of Humanoid Robots" was released on November 12, 2023, indicating that humanoid robots are expected to become a disruptive product following computers, smartphones, and new energy vehicles, with mass production targeted for 2025 [1] Industry Events - The 2025 Ship Welding Robot Exchange Conference will be held on November 28, 2025, at the Nanjing International Expo Center [2] - The 2025 China Artificial Intelligence Conference and the Annual Meeting of National Artificial Intelligence College Deans will take place on November 29-30, 2025, in Haidian District, Beijing [2] - The 2025 (Third) Embodied Intelligent Humanoid Robot Scenario Application Ecological Annual Conference is scheduled for December 5, 2025, in Hefei, Anhui [2] - The 2025 Annual Meeting of the Cognitive Systems and Information Processing Committee of the China Artificial Intelligence Society will occur on December 5-6, 2025, at Qishan Meiyuan Hotel, Fuzhou [2][3] - The 2025 National Intelligent Collaborative Robot Industry-Education Integration Community Annual Meeting and AI Empowerment Professional Construction Discussion will be held on December 5-6, 2025, at Chengyue Hotel, Yantai [3]

实现电影"I,Robot"中的通用机器人是机器人研究学者一直追求的目标。然而，在非结构化场景中实现机器人 的通用操作仍然是有挑战的。基于学习的方法被认为是实现通用操作的有效路径，但是仍然存在1) 和人类非 自然交互 2) 数据稀缺 3）有限的感知能力 4）有限的决策能力 5）不准确的事前事后处理 6）不够鲁棒的策 略 7）环境转移性差等挑战。 近 期北京邮电大学方斌教授团队联合三星中国研究院、清华大学孙富春教授、刘华平教授以及德国汉堡大学 张建伟院士等发表在International Journal of Robotics Research的文章"What Foundation Models can Bring for Robot Learning in Manipulation : A Survey"，探讨了基础模型如何赋能机器人智能操作。 https://journals.sagepub.com/eprint/NHMPYHAYJ6SUVQYSUWZI/full 基础模型的出现点燃了研究学者们解决上述问题的希望: 1）LLMs能够直接生成策略代码或动作序列，并促进 机器人与环境的自然交互。2）VFMs增强了 ...

"机器人比赛最终归宿必然是走向广阔的产业应用场景，真正为人们的生活和工作带来实质性的便 利。"一位参赛企业代表道出了行业内的共识。 这两天京城寒意持续"在线"，中关村国家自主创新示范区展示中心内却是一片热火朝天——99支团 队带着各自的"智能劳动者"，在2025年第二届中关村具身智能机器人应用大赛上展开"终极对决"。北京 青年报记者注意到，本次参赛的机器人各有所长：倒咖啡、叠衣服、电力巡检……它们在工业、商业、 家庭等多场景中大显神通，不炫技纯干活，真正实现了从"花架子"到"实干派"的转变，而这一转变也受 到了市场的青睐。 当然，这并非本市今年首次为机器人"搭台"。早在8月份，2025世界机器人大会和2025世界人形机 器人运动会就先后落地北京。一系列机器人盛会和动辄数百万元奖金背后，彰显着首都具身智能产业高 质量发展的蓬勃态势。如今，稳居国际科技创新中心第一梯队的北京，在具身智能产业也实现了引领式 发展。来自北京市经信局的数据显示，目前，北京已培养机器人专精特新小巨人企业57家，获批手术机 器人注册证33个，集聚人形机器人整机单位30家，均居全国首位。到2027年，北京将力争突破百余项关 键技术，推动万台具 ...

Core Insights - The event "High-tech Gathering: Financing Connection - Intelligent Innovation for the Future" was held to facilitate connections between AI technology companies and capital institutions, addressing financing challenges and accelerating the transformation of technological innovations [1][2] - The establishment of the West Lake Electronic Group's Technology Transfer and Transformation Center aims to enhance the linkage of research resources and industrial demands within and outside the park, promoting the conversion of technological achievements into productive forces [1] Group 1: Event Overview - The event took place on November 20, 2025, at the East Software Park in Hangzhou, featuring a roadshow for AI+ innovation projects [1] - The event was co-hosted by multiple organizations, including the West Lake Electronic Group and the Hangzhou High-tech Zone Management Committee [1] Group 2: Project Roadshow - The AI+ innovation project roadshow showcased seven cutting-edge technology projects with market potential, attracting significant interest from attending investment institutions [2] - Representatives from investment institutions expressed that the showcased projects had high technical content and clear application scenarios, indicating strong investment value [2] Group 3: Future Plans - The West Lake Electronic Group plans to leverage its technology transfer center and national-level incubator to create diversified resource connection platforms, promoting deep integration of technological innovation with capital and industry [2]