我其实不太惊讶，但确实僧多粥少，传统的机器人厂商在陆续转型，新的具身公司也源源不断，错 位竞争真的很重要。有的公司提供灵巧手，有的公司提供完整本体、有的则是切入眼睛，还有的公 司重点突破具身大脑。 教育场景的落地大概有几种，提供科研本体、组织赛事、线下各类基地、学科建设等。在一个行业 不成熟的时候，教育场景貌似是最好展开的，鼓励更多的人去探索和落地，也是一件很伟大的事 情。 点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 假期的时候和很多创业的朋友沟通，交换了很多看法以及判断未来的格局形态，收获蛮多。其间， 向他们问的最多的一句话是"你们准备怎么盈利？"几乎所有的回答都有包含"科研场景"。 结合最近调研的近百家公司，发现确实每家的产品都在面向科研场景，即使是一些元老级别的机器 人公司，还有相当一部分业务在高校。 这点也是具身智能之心知识星球一直在做的，我们的社区一直在努力突破。目前社区已经完成了产 业、学术、求职、问答交流等多个领域的闭环。遇到什么问题就分享什么解决方案，哪块研究最前 沿，就给大家源源不断 ...

Core Viewpoint - The article discusses the emergence of a new industrial revolution driven by AI, particularly focusing on the development of embodied intelligence and its potential to solve last-mile delivery challenges in logistics [5][10]. Group 1: Company Overview - Liu Dong, the founder of Xingyuan Intelligence, previously worked at JD Logistics, where he identified the last-mile delivery problem that existing automated solutions could not address [5][18]. - Xingyuan Intelligence recently completed a 200 million yuan angel round of financing, with investments from various venture capital and industry players [9][14]. - The company aims to develop a "general embodied brain" that can enhance the capabilities of robots in logistics and delivery [12][20]. Group 2: Technical Approach - The company has chosen a layered architecture for its embodied intelligence system, separating the "brain" responsible for perception and planning from the "small brain" that executes actions [12][22]. - Liu Dong believes that the current industry lacks a low-cost method to obtain real machine data, making pure end-to-end models impractical at this stage [11][23]. - The layered approach allows robots to start working and accumulate data, which can later be used to train more advanced models [23][24]. Group 3: Market Strategy - Xingyuan Intelligence operates a dual-track business model, acting as both a Tier 1 supplier providing integrated solutions to robot manufacturers and a contractor offering complete robotic solutions to end customers [14][30]. - The company focuses on specific scenarios such as picking robots for supermarkets and pharmacies, which are seen as the fastest to implement and generate revenue [36][42]. - The pricing strategy for their robotic solutions aims to keep costs low, making it attractive for clients to replace human labor with robots [38][39]. Group 4: Commercial Viability - The company has identified clear revenue growth paths and market opportunities, with expectations for picking robots to be operational by next year [45][46]. - Liu Dong emphasizes that the ability to implement solutions in real-world scenarios is crucial for the survival and success of the company [13][46]. - The company plans to leverage its technology to address various applications, including navigation and inspection, which can quickly lead to revenue generation [43][44].

Group 1 - Chengdu's humanoid robot innovation center has developed the first domestic robot task execution system (R-WMES) based on a world model, marking a significant milestone in intelligent humanoid robot capabilities [2] - The world model framework mimics human brain thinking by learning physical and causal laws from the real world, enabling robots to autonomously plan and execute tasks based on target images [2] - The R-WMES system demonstrates strong adaptability and task completion in unfamiliar environments, addressing the intelligence gap in humanoid robots and accelerating their practical and commercial application [2] Group 2 - The Ministry of Industry and Information Technology (MIIT) stated that China has established a complete manufacturing capability for humanoid robots, covering key chips, components, and complete machines [5] - Since the 14th Five-Year Plan, 46 cities have been supported in new technology transformation pilot projects, resulting in over 230 excellent smart factories and 1,260 5G factories [5] - China's industrial robot installation accounted for over 50% of the global total, with significant improvements in energy consumption efficiency for products like steel and cement [5] Group 3 - Xingyuan Intelligent, a company focused on embodied intelligence, has completed a 200 million RMB angel round of financing to accelerate the development and commercialization of its embodied brain technology [6] - The company was incubated by the Beijing Academy of Artificial Intelligence and aims to create a universal embodied brain for the physical world, leveraging a team of top talents in the field [6] - The founding team includes experienced professionals from leading companies, establishing a closed-loop ecosystem of "technical barriers + commercial realization" [6] Group 4 - The Swiss Federal Institute of Technology Zurich has proposed an innovative control framework for legged robots that combines reinforcement learning and multi-head attention mechanisms, enabling precise control and 100% success in obstacle navigation [11] - This method enhances the robot's adaptability to complex terrains by dynamically adjusting its focus based on real-time motion states and environmental data [11] - Both GR-1 and ANYmal-D robots have shown excellent performance in experimental and real-world environments, opening up new possibilities for practical applications [11] Group 5 - Lifeward's seventh-generation personal exoskeleton, ReWalk 7, has received CE certification for the European market, marking a significant milestone in medical device innovation for spinal cord injury rehabilitation [12] - ReWalk 7 features cloud connectivity, allowing users to control the device and track usage data through a smartwatch and mobile app, enabling personalized rehabilitation goals [12] - The new system supports seamless transitions between indoor and outdoor environments and includes one-click activation for stairs and sidewalks, enhancing user independence [12]

Core Insights - The humanoid robot business is gaining attention from investors, with recent orders and developments being a focal point [1] - 2023 is recognized as the year of commercialization for humanoid robots, with companies focusing on prototype development, scenario validation, and mass production [1] Group 1: Market Outlook - Major manufacturers are optimistic about future sales, with predictions of annual shipment doubling in the coming years, potentially exceeding one million units within two to three years [2] - The global humanoid robot market is projected to reach 12,400 units and a market size of 6.339 billion yuan by 2025, with estimates of nearly 340,000 units and over 64 billion yuan by 2030 [2] Group 2: Company Performance - Tianzhun Technology reported a revenue of 65.2684 million yuan in the first half of 2023, a year-on-year increase of 125.39%, with humanoid robot products accounting for 10.93% of total revenue [3] - Aobi Zhongguang achieved a revenue of 435 million yuan, a 104.14% increase year-on-year, with a net profit of 60 million yuan, up 212.77% [3] Group 3: Technological Development - The humanoid robot supply chain consists of perception, decision-making, and execution systems, with over 80% of the industry chain currently localized [5] - Companies are focusing on enhancing technology and global ecosystem development to compete with international leaders [6] Group 4: R&D and Future Plans - Companies like Efort and Zhongyou Technology are actively developing humanoid robot prototypes, with Efort planning to release its first humanoid robots in early 2025 [7] - Other companies, such as Ruishun Technology and Jingye Intelligent, are in the research phase for humanoid robots, monitoring industry trends for potential entry [7]

Core Viewpoint - Huawei is advancing its embodied intelligence strategy through the launch of the CloudRobo platform, focusing on software and hardware ecosystem development while partnering with various companies to enhance industrial applications and market reach [1][26][27]. Group 1: CloudRobo Platform and Technology - The CloudRobo platform is based on the Pangu large model, featuring multi-modal capabilities and a "cloud-network-end" collaborative architecture, which includes the "robotic three-piece set" [2]. - The "embodied brain" (planning model) can perform complex task planning with over 10 steps, ensuring smooth production processes in manufacturing environments [2]. - The "embodied small brain" (execution model) specializes in high-precision control, achieving over 90% success rates in complex tasks [2]. - The "digital universe workshop" generates 80% of training data through simulated environments, requiring only 20% real data for validation [2]. Group 2: Strategic Partnerships - Huawei Cloud emphasizes a "be integrated" strategy, focusing on providing cloud-based intelligence while leaving the physical robot development to partners, aiming to integrate intelligence into various industries [3]. - Efort Robotics showcased a voice-interactive sorting workstation, developed in collaboration with Huawei Cloud, enhancing task execution efficiency [5][6]. - Daotong Technology presented a smart inspection solution that integrates drones and ground robots, achieving nearly 90% accuracy in oilfield inspections [8]. - Yijiahe Group introduced a humanoid robot for healthcare, leveraging Huawei Cloud's AI capabilities for enhanced service delivery [10][11]. - XCMG highlighted its autonomous platform robot, which can operate in various intelligent modes for complex environments [13]. Group 3: Industry Applications and Innovations - TuoStar is developing humanoid robots for logistics, integrating Huawei's AI technology to improve operational efficiency [15]. - Leju Robotics launched the first 5G-A embodied intelligent robot, demonstrating capabilities in high-concurrency scenarios [17]. - Qianxun Intelligent showcased its humanoid robot Moz1, which utilizes a multi-modal model for real-time task execution [19]. - Youai Zhihui presented solutions for semiconductor manufacturing, achieving significant efficiency improvements in logistics and operations [22]. - Xinghai Map demonstrated a teleoperation platform that enhances data collection and training for embodied intelligence applications [24]. Conclusion - The launch of the CloudRobo platform marks a significant step in Huawei's embodied intelligence strategy, focusing on collaboration with partners to drive the robotics industry towards larger-scale implementation [26].

Core Viewpoint - Qianjue Technology, a company focused on embodied intelligence, has recently completed a Pre-A+ round of financing amounting to several hundred million yuan, aimed at enhancing core technology, product standardization, and industrial delivery capabilities [4][8]. Group 1: Company Overview - Qianjue Technology is incubated by a Tsinghua University team, with core members primarily from the university's automation department and related AI research institutions, showcasing a high talent density in the industry [4][6]. - The company is the only domestic counterpart to the American Physical Intelligence, having achieved practical long-term task execution capabilities in real-world scenarios [4][5]. Group 2: Technology and Innovation - The core of Qianjue Technology's architecture is the general-purpose "embodied brain," which plays a central decision-making role, directly influencing the robot's autonomous execution capabilities and expanding application boundaries [5][6]. - The "embodied brain" system emphasizes multi-modal real-time perception, continuous task planning, and autonomous execution without pre-set strategies, aligning closely with Physical Intelligence's recently released π0.5 model [5][6]. Group 3: Performance and Demonstrations - Qianjue Technology's embodied brain has demonstrated cross-environment, non-pre-set, and long-duration capabilities, with the ability to adapt to over twenty types of embodied hardware forms [6][8]. - The company has conducted over a hundred live demonstrations, with the longest lasting over two hours, showcasing the system's ability to operate autonomously in unstructured environments [7][8]. Group 4: Commercialization Progress - The embodied brain has achieved stable operation in various scenarios, including home services, logistics, and commercial operations, and has established partnerships with leading embodied robot manufacturers and tech companies [8]. - Supported by key projects in Chinese brain science, Qianjue Technology has built the world's largest pure real-sampling home scene dataset, demonstrating strong generality and cross-task adaptability [8].

以下文章来源于硬氪 ，作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 机器人大讲堂获悉，具身大脑公司「千诀科技」近期完成新一轮 Pre-A+ 轮融资，本轮由知名市场化母基 金【钧山投资】 、 新加坡淡马锡控股旗下【祥峰投资 (Vertex Ventures) 】 、 集成电路存储龙头兆易创 新（ 603986.SH ）旗下产投【石溪资本】联合投资完成， Maple Pledge 枫承资本作为长期顾问提供私 募融资支持，融资资金将 主要用于核心技术演进、产品标准化以及产业化交付能力的提升。值得注意的 是， 本轮融资完成后，千诀科技 累计融资规模将达数亿。 基于「千诀科技」所采用的 " 类脑计算 " 技术路径，在构建决策大模型的同时，可以打通感知 - 推理 - 行为的系统闭环，形成机器人智能中枢，实现机器人从被动执行向主动规划的质变。 据官方消息，「千诀科技」将发布新一轮业务侧演示，现场展现其系统在开放式、非结构化环境下的全流 程自主决策能力，覆盖识别、判断、路径生成、任务执行等多个维度，形成完整的 " 感知 - 决策 - 行动 " 闭环。 创始人兼 CEO 高海川博士表示， " 我们所展示的 ...

Core Insights - Qianjue Technology has recently completed a new round of Pre-A+ financing, raising several hundred million yuan, with investments from Junshan Investment, Xiangfeng Investment, and Shixi Capital [1] - The funding will primarily be used for core technology evolution, product standardization, and enhancing industrial delivery capabilities [1] - The company is a Tsinghua University incubated firm specializing in embodied intelligence technology, with a team that has a strong research background and engineering transformation capabilities [1] Company Overview - Qianjue Technology is the only domestic company comparable to the U.S. Physical Intelligence, having achieved practical long-term task execution capabilities in general embodied intelligence [1][2] - The "embodied brain" system developed by Qianjue Technology emphasizes multi-modal real-time perception and autonomous execution without relying on preset strategies, aligning closely with Physical Intelligence's π0.5 model [2] Technology and Innovation - The "embodied brain" serves as the core technology architecture, responsible for central decision-making, which directly influences the robot's autonomous execution capabilities and expands application boundaries [1][5] - The system has demonstrated capabilities in complex environments, with the ability to adapt to over twenty types of embodied hardware forms, showcasing its long-duration autonomous decision-making abilities [2][5] Commercialization Progress - Qianjue Technology's embodied brain has achieved stable operation in various scenarios, including home services, logistics, and commercial operations, collaborating with leading embodied robot manufacturers and tech companies [6] - The company has built the world's largest pure real-sampling home scene dataset, supported by key projects in Chinese brain science, enhancing its model training and demonstrating strong generality and cross-task adaptability [6] - With the completion of the new financing round, Qianjue Technology aims to accelerate technological evolution and product deployment, promoting the large-scale popularization and application of embodied intelligence [6]