人形家用机器人Neo
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未来智造局|一块钱就能租机器人 具身智能“以租代售”能否撬动市场?
Xin Hua Cai Jing· 2026-01-04 15:14
新华财经上海1月4日电(记者杜康)一块钱就能租个机器人?2026年元旦假期,智元机器人旗下租赁平 台"擎天租"正式启动覆盖全国十城的"1元闪租"活动。此外,为了培育更多租赁服务商,"擎天租"提出 了"零成本入行",即在机器人租赁商加入平台的前三个月免机器租赁费、免服务费。 在提供各类补贴的同时,智元机器人也提出了一个明确的目标:计划到2026年培养200家高质量租赁服 务商,最终触达40万名用户。 智元机器人大动作押注"租赁"模式的背后,是具身智能行业进入量产元年后,面临产能释放与市场消纳 的一次大考。在人形机器人尚未能真正进入家庭做家务,或在工厂生产线"拧螺丝"的当下,租赁模式能 否成为行业商业化突围的路径,有待进一步观察。 机器人"买"不如"租"?2025年国内具身智能租赁市场破10亿元 谈到具身智能的商业化落地,首先要面对一个问题:在当前的技术环境下,用户应该去租一台机器人, 还是买一台机器人? 租赁模式兴起的背后,首先是技术快速迭代带来的"购买焦虑"。2025年以来,具身智能的进化速度堪比 摩尔定律。智元机器人董事长兼CEO邓泰华曾打了一个比方:年初机器人走路还像老太太,年底就能唱 能跳、能说会道。 ...
A股晚间热点 | 510亿!央企战新基金来了 重点支持人工智能等产业
智通财经网· 2025-10-29 14:58
Group 1 - Xi Jinping will meet with US President Trump on October 30 in Busan, South Korea, to discuss strategic and long-term issues concerning China-US relations [1] - The meeting aims to promote positive outcomes and inject new momentum into the stable development of China-US relations [1] Group 2 - A new fund initiated by the State-owned Assets Supervision and Administration Commission (SASAC) has been launched with an initial scale of 51 billion yuan, focusing on supporting strategic emerging industries such as artificial intelligence and quantum technology [2] - The fund's establishment comes amid a significant divergence in the current bull market, particularly benefiting technology stocks [2] Group 3 - Kweichow Moutai reported a third-quarter net profit of 19.22 billion yuan, a year-on-year increase of 0.48%, with revenue of 39.06 billion yuan, up 0.56% [3][4] - For the first three quarters, the company achieved a revenue of 128.45 billion yuan, a growth of 6.36%, and a net profit of 64.63 billion yuan, increasing by 6.25% [3][4] Group 4 - The Beijing Securities Regulatory Bureau and five other departments released policies to attract long-term funds into the market, including mechanisms for assessing long-term performance [4] - The policies aim to improve the quality of listed companies in Beijing and encourage share buybacks [4] Group 5 - The National Development and Reform Commission (NDRC) conducted research on the rare earth market, focusing on price changes and challenges faced by the industry [5] - The discussions aimed to promote high-quality development in the rare earth sector and enhance market pricing power [5] Group 6 - Beijing's financial office issued guidelines to support mergers and acquisitions, encouraging traditional companies to consolidate resources and reduce competition [6] - The guidelines also facilitate cross-regional mergers and support state-owned enterprises in streamlining decision-making processes [6] Group 7 - Yushutech is set to launch a new hardware product with performance approximately twice that of its Go2 model, likely a quadruped robot [7] - The announcement has generated interest in the capital market, with expectations of significant investment following the product launch [7] Group 8 - Foreign investment in A-shares has increased for three consecutive months, with September holdings reaching a near five-year high [8][9] - HSBC reported a significant increase in foreign investors' exposure to the Chinese stock market, indicating growing interest [9] Group 9 - OpenAI's humanoid robot Neo, priced at approximately 14.2 million yuan, is now available for pre-order, marking a significant development in consumer robotics [10] - The robotics sector is expected to regain momentum as market conditions improve, with Tesla's production plans for its Optimus robot also contributing to positive sentiment [10]