Core Viewpoint - The article highlights the transformative evolution of the AI industry in Guangdong, showcasing advancements in robotics and AI applications across various sectors, emphasizing the region's unique advantages and capabilities in driving innovation and integration of AI technologies into everyday life [1][12][20]. Group 1: Evolution of Robotics - Robots in Guangdong have evolved from isolated units to a cohesive team with intelligence and purpose, becoming popular products in the market [1]. - In the 15th National Games, the "Kua Fu" humanoid robot became the world's first 5G-A torchbearer, showcasing the advanced capabilities of AI in public events [1]. - Exoskeleton robots are now utilized as climbing aids for tourists at scenic spots like the Great Wall and Mount Tai, indicating a shift from simple repetitive tasks to more complex functions [1]. Group 2: Breaking Barriers - AI is not limited to factories; it is breaking industry barriers, particularly in transportation, with autonomous vehicles providing smart connections at events [7]. - Companies like XPeng Motors have received L3 autonomous driving licenses, indicating a shift from pilot projects to regular operations in urban areas [7]. - The dual listing of self-driving companies like WeRide and Pony.ai on both US and Hong Kong stock exchanges reflects the growing investment and interest in the autonomous driving sector [8]. Group 3: Integration and Application - The integration of AI with drones has led to remarkable achievements, such as 10,518 drones lighting up the night sky in Vietnam, setting a Guinness World Record [9]. - Agricultural drones capable of carrying 80 kilograms have pushed the limits of transport capabilities, with exports to over a hundred countries [9]. - AI technologies are being applied in various real-world scenarios, from delivery drones to real-time translation services, demonstrating the practical growth and iteration of AI in everyday life [10][11]. Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from three major advantages: a complete industrial chain, a large real-time population supporting a vast market, and the fusion of various industries creating diverse application scenarios [13]. - The province has released 78 application scenarios across 13 key areas to accelerate the integration of AI into various sectors [14]. - Guangdong is leading the nation in establishing AI development bureaus at both municipal and district levels, indicating a strong commitment to fostering AI growth [15]. Group 5: Hardware and Infrastructure - The region is recognized as a unique area where AI algorithms and hardware are deeply integrated, positioning itself as a hub for AI and electromechanical integration [16]. - The introduction of comprehensive chip manufacturing processes signifies Guangdong's stronghold on the foundational elements of computing power essential for the smart era [18]. Group 6: Future Outlook - The AI industry in Guangdong is poised for significant growth, with innovative AI applications being integrated into daily life, paving the way for technology to empower industries and benefit the public [20].

Core Insights - The article highlights the rapid evolution of AI technology in Guangdong, showcasing the transformation of robots from isolated units to integrated teams capable of performing complex tasks [2][5][7] Group 1: Evolution of AI Technology - Robots in Guangdong have evolved from simple machines to sophisticated entities with intelligence and coordination, becoming popular products in the market [2] - The integration of domestic technologies, such as the open-source HarmonyOS, facilitates communication between different robotic devices, enhancing their capabilities [7] Group 2: Breaking Industry Barriers - AI applications are expanding beyond factories, with significant advancements in sectors like transportation, where autonomous vehicles are now operational in daily scenarios [9][11] - The use of drones has reached new heights, with record-breaking performances in various applications, including agricultural transport and entertainment [11] Group 3: Fusion of Technologies - AI technologies in Guangdong are being applied in diverse scenarios, from delivery drones to real-time translation services, demonstrating their adaptability and integration into everyday life [11][13] - The region's robust industrial ecosystem supports the development and deployment of AI solutions across multiple industries [13] Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from a complete industrial chain, a large population supporting a vast market, and the fusion of various sectors creating unique applications [13][16] - The establishment of AI development agencies at both city and district levels positions Guangdong as a leader in AI and mechatronics integration [18] Group 5: Policy Support and Innovation - Since 2025, Guangdong has introduced numerous application scenarios to accelerate the integration of AI across various industries [16] - The region is recognized as a hub for both AI software and hardware innovation, with significant advancements in semiconductor technology supporting the AI ecosystem [20][18] Group 6: Scene-Based AI Development - The article emphasizes that the future of the AI industry in Guangdong will be shaped by innovative applications that integrate technology into daily life [22]

As filed with the Securities and Exchange Commission on January 16, 2026 Registration No. 333-292488 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT THE SECURITIES ACT OF 1933 _______________________ (State or other jurisdiction of incorporation or organization) AMC Robotics Corporation Delaware 7372 41-3041844 (Primary Standard Industrial Classification Code Number) (Exact name of registrant as specified in its charter) ____________ ...

Key Takeaways SERV cut Gen 3 robot costs to about one-third of prior units via design and supply-chain efficiencies.SERV said margins hinge on higher utilization as daily operating hours rose 12.5% & delivery volume rose 66%.SERV said that margin improvement is expected to follow scale as utilization compounds across a larger fleet.Serve Robotics (SERV) reported meaningful progress in lowering robot unit costs during the third quarter of 2025, marking an important step in strengthening its long-term operati ...

据悉，本次科技展展区面积达1.2万平方米，将有上百台机器人集体亮相，覆盖竞技机器人、教育机器 人、特种机器人等多个品类，以及人形机器人、轮式机器人、四足机器狗等多种形态。现场设有互动专 区，参观者可以与机器人深度互动：与AI机器人对弈、操控格斗机器人对战、带着四足机器狗参加趣 味运动会等。 本次科技展每天定时安排大型机器人舞台秀，融合科技与艺术，为参观者带来全新的视听盛宴。同时邀 请"杭州六小龙"等行业龙头企业，为参观者带来最前沿的产品和技术。 （来源：新安晚报） 转自：新安晚报 本报讯 记者昨日获悉，以"触摸未来·AI同行"为主题的安庆AI机器人科技展将于2月6日至2月28日在安庆 会展中心举行。 新安晚报 安徽网 大皖新闻记者 蒋六乔 通讯员 余永生 ...

这也意味着，Galbot S1不只是一家公司的技术突破，更在战略层面也得到了权威认证。作为全国创新资源集聚、创新主体活跃的"人工智能第一城"，优秀 的具身智能创新案例，也将作为一种"北京方案"向全国乃至世界输出。 当Galbot S1进入真实工厂环境，一个长期悬而未决的问题开始有了答案：具身智能究竟是昂贵的科技秀，还是能干实事的数字新基建？ 负载突破行业上限 今天的制造业，正在提出一个新挑战。 从工厂到仓储，从能源到先进制造，需求端正在发生前所未有的变化：一方面，是高强度、重负载、长周期的刚性任务；另一方面，则是作业环境多变、 劳动力缺乏的现实场景。 这也是为什么，具身智能如此受到期待。相比起停留在泡咖啡、叠衣服和打拳击这些演示和体验阶段的机器人，现阶段更紧缺的，是能够进入真实的制造 体系，解决作业痛点的硬核生产力工具。 如今，已经有企业迈出了第一步。1月5日，银河通用正式发布具身智能重载机器人Galbot S1，如今这款机器人已经零遥操、全自主地真实应用于宁德时 代等制造业巨头工厂产线中。 值得一提的是，Galbot S1产品核心的具身搬运模型已作为北京人工智能重要成果，北京大学助理教授，银河通用创始人王鹤 ...

Core Viewpoint - Serve Robotics has experienced significant stock volatility, with a 23% decline last year but a 40% increase in early 2026, indicating potential recovery and growth in the autonomous delivery market [1][3]. Company Overview - Serve Robotics, spun off from Postmates in 2021, is a leading developer of autonomous last-mile logistics solutions, focusing on small delivery robots for the Uber Eats network [2][3]. - The company is building thousands of Gen 3 robots designed to operate on sidewalks, aiming to tap into a projected $450 billion market for robotic and drone delivery by 2030 [2][3]. Operational Developments - Serve has deployed robots in around 3,600 restaurants across five U.S. cities, completing over 100,000 food deliveries since 2022 [4]. - The latest robots, powered by Nvidia's Jetson Orin, have achieved Level 4 autonomy, allowing them to operate safely without human intervention [4]. Financial Performance - Serve generated $1.77 million in revenue during the first three quarters of 2025, with expectations to reach approximately $2.5 million for the full year [7][8]. - Management anticipates a tenfold revenue increase in 2026, projecting around $25 million due to the deployment of 2,000 active robots [8][13]. Cost Structure - The company reported total operating expenses of $63.7 million in the first three quarters of 2025, more than double the previous year's expenses [9]. - A significant loss of $67 million was recorded during the same period, indicating financial challenges despite revenue growth [10]. Market Valuation - Serve's stock is currently trading at a price-to-sales (P/S) ratio of 392, which is considered extremely high compared to industry peers like Nvidia and Palantir Technologies [11]. - If revenue projections are met, the forward P/S ratio could adjust to 44, suggesting a more reasonable valuation, though still not cheap [13].

在备受关注的《具身智能跃迁时刻》特别对话环节，银河通用联合创始人张直政、众擎机器人CEO赵同阳、钛虎机器人CEO易港和商汤国香资本合伙人余 俊分享精彩观点。 "AI存在短板" 转自：新浪科技 "2025科技风云榜"年度盛典于2026年1月15日在北京举办，今年活动主题为"启新智，赴新程"。 中国工程院院士、清华大学化工科学与技术研究院院长金涌，欧洲科学院院士、西湖大学可信与通用人工智能学院创始人金耀初，GSMA大中华区总裁斯 寒，英特尔公司副总裁、英特尔中国研究院院长宋继强，百度集团副总裁、百度数字人&电商业务负责人平晓黎，愉悦资本创始及执行合伙人刘二海，钉 钉金融行业总经理李伟，鱼泡直聘创始人、CEO周峰出席论坛并发表主题演讲。 今年91岁的金涌，是坐拥180多万抖音粉丝的"网红院士"。他凭借通俗易懂的科普内容和前沿科技见解，打破年龄圈层壁垒，收获大批网友喜爱。 在现场，金涌发表《新智时代与科技创新》主题演讲，依旧带来了极具启发的观点。在演讲中，金涌深入分析了人工智能的优势与短板，并表示，AI凭 借知识占有、数据处理、强大算力和先进算法四大要素，在高维度抽象、复杂性问题解决等领域展现出超越人脑的能力，其通过 ...

机器人板块午后持续冲高，截至 14点25分，中证机器人指数成分股绿的谐波上涨9.41%，奥比中光上涨 8.24%，步科股份上涨7.28%，华中数控，天准科技等个股跟涨。机器人ETF（562500）上涨2.03%，最 新价报1.11元。拉长时间看，截至2026年1月15日，机器人ETF近1周累计上涨3.83%。流动性方面，机 器人ETF盘中换手5.79%，成交15.18亿元。拉长时间看，截至1月15日，机器人ETF近1周日均成交18.39 亿元，排名可比基金第一。 消息面上，开普勒人形机器人1月15日宣布实现全球首例"人机协作"高空焊接作业。操作员戴着VR头显 在地面控制区自然抬手、转身、调整焊枪角度，20米高空的开普勒K2大黄蜂人形机器人以毫米级精度 复刻每一个动作——30公斤级双臂托举焊枪，在连续8小时不间断作业中始终保持稳定姿态，整个过程 无卡顿、无偏差，完成高难度高空焊接任务。 规模方面，机器人ETF近1月规模增长12.68亿元，实现显著增长，新增规模位居可比基金1/9。份额方 面，机器人ETF近3月份额增长21.27亿份，实现显著增长，新增份额位居可比基金1/9。数据显示，杠杆 资金持续布局中。机器人 ...

主要厂商动态 随着开发商迈向量产布局，寻找人形机器人的应用价值成为现阶段焦点，厂商发展重心已从单 纯的软硬件研发转向实际应用场景的落地。欧美整机厂如Figure AI与1X陆续往家用靠拢，推出 具备柔软织物覆盖或家电化特质的机器人以强化实体环境数据搜集；中国厂商如宇树、小鹏、 美的、云深处及逐际动力则主打多样化形态（如轮足、多臂、半身形），期能提升特定工业或 户外场景的作业效率。 关键零部件剖析 人形机器人 进入2026年，人形机器人产业正经历从功能探索转向商业化落地的关键质变期，本季报告显 示，全球产业格局呈现显著的技术分化与市场扩张。此外，随着运动层、心智层与感测层的成 本结构趋于稳定，以及关键零组件如高容量内存与电子皮肤的技术突破，产业发展重心已从单 纯的硬件研发，演进为软硬一体化的场景解决方案竞争。本研究将深入解析1Q26关键动态，揭 示驱动未来六年市场增长的核心动能。 人 形 机 器 人 全 球 供 应 链 成 本 结 构 趋 于 明 确 ， 负 责 关 节 活 动 的 运 动 层 占 BOM 成 本 最 高 （ 约 55%），其次为负责决策处理的心智层（23%）、感测层（15%）以及动力层（7%） ...