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创投观察:互联网巨头频频做LP,什么信号?
Zheng Quan Shi Bao· 2025-08-27 12:16
2025年以来,腾讯、阿里、京东、美团、字节跳动等互联网大厂在一级市场动作频频,以LP(有限合 伙人)身份频繁出手,引发市场广泛关注。 据执中Zerone统计,阿里年内已出手9次,腾讯出手5次,美团、字节、京东亦有投资动作,且这些巨头 的出手次数较2024年均有显著提升。这是互联网巨头在沉寂多年后的再度活跃,背后释放了怎样的信 号? 从市场环境来看,互联网大厂的集中入市,至少可以体现出当前市场的温度。此前数年,一级市场募资 环境深陷"寒冬",除国资外,包括产业LP在内的市场化资金大多选择撤离或持续观望。而2025年以 来,市场暖意渐显,投资人出差频次增加、项目决策周期缩短,政策"松绑"和科技突破重构了创投市场 的价值逻辑,市场信心逐步回归,这为巨头们的入场创造了有利条件。与此同时,巨头的入市还带动了 产业资本整体出资的回暖,据执中Zerone数据,2025年上半年,一级市场产业资本出资方达941家,出 资笔数1041笔,出资金额1088亿元,同比增长22%。 不过,记者观察发现,尽管产业资本整体出资数据上扬,但内部却出现明显分化。并非所有产业资本都 如互联网大厂般积极,大量产业资本仍保持谨慎态度。据记者了解, ...
倒计时10天!「2025科技创变者大会」最新议程来了!(含免费参会名额)
机器人大讲堂· 2025-08-26 11:56
一场聚焦硬科技产业化落地的行业盛会即将启幕!由智友 ·雅瑞 科创平台主办,北京中关村东升科技园有限 责任公司、广发证券股份有限公司 联合主办 的 2025科技创变者大会 ,将于 9月5日(周五)在北京关村东 升科技园万丽酒店盛大举办。在此,我们向每一位关注科技发展、投身产业创新的你,发出最诚挚的邀请,期 待与你共赴这场思想碰撞的盛宴! 当下,新领域新赛道的发展先机正悄然显现。工业和信息化部等九部门联合印发《关于加快推进科技服务业高 质量发展的实施意见》,提出以创新驱动、市场导向、融合发展、系统推进、质量为先为原则,壮大服务主 体,优化发展生态,提升服务能力,实现规模增长和质效提升,加快科技成果转化和产业化,有力支撑科技创 新和产业创新融合发展。把握科技发展脉搏、抢占产业升级先机,成为每一位行业参与者的共同追求。 报名通道已开启! 期待您的到来,让我们携手在科技创变的浪潮中,把握产业智变的新机遇! 2023年始,智友·雅瑞 科创平台携手硬科技时代的先锋们,倾力打造行业品牌——「科技创变者大会」。何 为科技创变者?他们的内涵不仅体现在科技创新的能力和成就上,还体现在他们对社会责任的担当和对未来趋 势的引领上。隐匿 ...
倒计时9天!「2025科技创变者大会」最新议程来了!(含免费参会名额)
机器人圈· 2025-08-26 11:14
一场聚焦硬科技产业化落地的行业盛会即将启幕!由智友 ·雅瑞 科创平台主办,北京中关村东升科技园有限责任 公司、广发证券股份有限公司 联合主办 的 2025科技创变者大会 ,将于 9月5日(周五) 在 北京关村东升科技 园万丽酒店 盛大举办。在此,我们向每一位关注科技发展、投身产业创新的你,发出最诚挚的邀请,期待与你共 赴这场思想碰撞的盛宴! 我们诚挚邀请您出席此次大会,与众多科技创变者一同见证思想的交锋、资源的融合,共绘具身智能产业发展的 新蓝图! 报名通道已开启! 期待您的到来,让我们携手在科技创变的浪潮中,把握产业智变的新机遇! 09:30-09:40 09:40-10:10 具身智能行业十大应用场景发布与颁奖仪式 当下,新领域新赛道的发展先机正悄然显现。工业和信息化部等九部门联合印发《关于加快推进科技服务业高质 量发展的实施意见》,提出以创新驱动、市场导向、融合发展、系统推进、质量为先为原则,壮大服务主体,优 化发展生态,提升服务能力,实现规模增长和质效提升,加快科技成果转化和产业化,有力支撑科技创新和产业 创新融合发展。把握科技发展脉搏、抢占产业升级先机,成为每一位行业参与者的共同追求。 2023年始 ...
通知 | 关于征集“中国机电一体化技术应用协会具身智能分会”发起单位的通知
机器人圈· 2025-08-21 10:07
Group 1 - The core viewpoint of the article is the establishment of the "Embodied Intelligence Branch" under the China Electromechanical Integration Technology Application Association to promote the development of embodied intelligence in China, aligning with national strategic goals for future industries and technological advancements [1][4]. - The background for the establishment of the branch highlights the strategic value of embodied intelligence, which integrates artificial intelligence, robotics, and cognitive science, and has seen significant investment growth, with domestic financing exceeding 23 billion yuan in the first half of 2025 [1][2]. - The relationship between electromechanical integration and embodied intelligence is described as interdependent, where electromechanical integration serves as the physical foundation for embodied intelligence, enabling advanced human-machine collaboration [2]. Group 2 - The branch aims to serve as a national industry organization that bridges government and industry, focusing on promoting technological research, standardizing industry development, and fostering an ecosystem for embodied intelligence [4][6]. - Membership recruitment targets key industry enterprises across the supply chain, including upstream component and software companies, midstream integrators, and downstream end-user enterprises in various sectors such as industrial manufacturing and logistics [7][8]. - The application conditions for membership include having independent legal status, compliance with national laws, and a commitment to the association's principles and obligations [11][12][13]. Group 3 - The work process for establishing the branch includes submitting necessary materials, undergoing qualification review, and convening a founding conference to elect the first council and establish working groups [14][15][16].
宁波东方理工大学联培直博生招生!机器人操作/具身智能/机器人学习等方向
自动驾驶之心· 2025-08-21 09:04
宁波东方理工大学联合上海交通大学、中国科学技术大学招收机器人方向联培直博生。学生在上海交大 (或中科大)注册学籍,第一年在上海交大(或中科大)进行课程学习与科研工作,之后在东方理工从事 科研工作,双导师指导,毕业后获得上海交大(或中科大)颁发的博士学位和毕业证书。 导师:李晓聪,宁波东方理工大学助理教授(副研究员、博士生导师),同时兼任新加坡国立大学客座助 理教授(Adjunct Assistant Professor)及哈佛大学工程与应用科学学院客座研究员(Associate)。于2013年 和2017年分别获得新加坡国立大学学士学位和博士学位,曾任哈佛大学博士后以及新加坡科研局制造技术 研究院(SIMTech, A* STAR)科学家。主要研究方向为控制、学习与机器人交叉领域,并累计获得千万级 别的科研资助,以推动相关领域的研究发展。现担任国际期刊IEEE Transactions on Automation Science and Engineering (T-ASE) 和 IEEE Robotics & Automation Magazine (RAM) 副主编(Associate Editor)。 ...
具身智能,产业智变新引擎!「2025科技创变者大会」邀您共探产业变革浪潮
机器人大讲堂· 2025-08-20 08:04
Core Insights - The 2025 Science and Technology Innovator Conference focuses on "Embodied Intelligence" as a new engine for industrial transformation, emphasizing the importance of hard technology commercialization and a comprehensive service model that addresses the challenges of transitioning from technology to product [1][5]. Group 1: Conference Overview - The conference will feature a one-day main forum covering topics such as "embodied intelligence," "humanoid robots," "computing power," "chips," and "core components" [5]. - Over 500 participants, including scientists, entrepreneurs, industry experts, and investors, will discuss the development paths following breakthroughs in critical technologies [5]. Group 2: Technological Trends - Embodied intelligence is emerging as a bridge between the virtual and real worlds, driving intelligent upgrades across various industries [3]. - The past year has shown a clear trajectory of advancement in embodied intelligence, with significant developments in AI brain integration and physical robotics capabilities [3]. - The potential for a unified market similar to the automotive supply chain is anticipated, which could reshape supply chain dynamics [3]. Group 3: Industry Transformation in China - China is transitioning from a "follower" to a "local leader" in hardware technology and is accelerating its software technology development in the field of embodied intelligence [4]. - The industry chain is undergoing deep restructuring, with upstream hardware components moving towards domestic production, midstream platforms becoming more accessible, and downstream users seeking customized solutions [4]. Group 4: Application and Innovation - The conference will unveil the "Top 10 Applications of Embodied Intelligence," creating a platform for demand-side propositions and technology solutions [6]. - High-end manufacturing and consumer technology sectors will collaborate to validate and promote the industrialization of embodied intelligence [5]. Group 5: Ecosystem and Collaboration - The event aims to build an innovative community with over 500 ecosystem partners from various industries, including high-end manufacturing and consumer services [8]. - A comprehensive media outreach strategy will ensure extensive coverage, engaging a wide audience through various channels [8].
宁波东方理工大学联培直博生招生!机器人操作/具身智能/机器人学习等方向
具身智能之心· 2025-08-20 04:00
Core Viewpoint - The article discusses the collaboration between Ningbo Dongfang University of Technology and prestigious institutions like Shanghai Jiao Tong University and University of Science and Technology of China to recruit doctoral students in the field of robotics, emphasizing a dual mentorship model and a focus on cutting-edge research in robotics and AI [1][2]. Group 1: Program Structure - The program allows students to register at either Shanghai Jiao Tong University or University of Science and Technology of China for the first year, followed by research work at Dongfang University under dual supervision [1]. - Graduates will receive a doctoral degree and diploma from either Shanghai Jiao Tong University or University of Science and Technology of China [1]. Group 2: Research Focus and Support - The research areas include robotics, control, and AI, with specific topics such as contact-rich manipulation, embodied intelligence, agile robot control, and robot learning [2]. - The lab provides ample research funding, administrative support, and encourages a balanced lifestyle for students, promoting physical health and long-term career development [2]. Group 3: Community and Networking - The article highlights the establishment of a community called "Embodied Intelligence Knowledge Planet," which serves as a platform for technical exchange, job opportunities, and academic discussions in the field of embodied intelligence [3][5]. - The community aims to grow to nearly 10,000 members within two years and offers resources such as technical routes, project solutions, and job postings from leading companies in the robotics sector [5][19]. Group 4: Educational Resources - The community has compiled a comprehensive list of over 30 technical routes and resources for newcomers and experienced researchers, covering various aspects of embodied intelligence and robotics [18][22]. - It includes summaries of open-source projects, datasets, and research papers relevant to the field, facilitating easier access to information for members [32][25].
聚焦具身智能 ,院士讲堂深圳人才公园开讲
Nan Fang Du Shi Bao· 2025-08-19 15:01
Core Insights - The event highlighted the significance of embodied intelligence as a frontier in artificial intelligence, emphasizing its potential to transform various industries [3]. Group 1: Embodied Intelligence - Embodied intelligence is closely related to the physical environment, with core capabilities including perception, decision-making, action, learning, and application [3]. - This technology allows robots to not only perceive the present but also to "imagine the future," which is seen as a breakthrough for industrial transformation [3]. - The integration of embodied intelligence is expected to enhance automation across manufacturing, logistics, and healthcare, transitioning factories to flexible production spaces [3]. Group 2: Design and Functionality - The design of embodied intelligent systems should not be limited to humanoid forms but should be function-driven and vary by application scenario [3]. - In industrial contexts, specialized robotic arms may offer greater efficiency than humanoid robots [3]. - Future embodied intelligent systems are anticipated to exhibit more diverse forms and characteristics [3]. Group 3: Collaboration and Development - The event included an interactive session where industry representatives engaged with experts on key technologies such as embodied intelligence, perception chips, tactile sensors, and underwater robots [5]. - Over 40 companies, universities, and research institutions participated in discussions aimed at fostering collaboration in joint laboratories, technical challenges, and talent development [5].
迟迟入不了具身的门?别人在这里已经弯道超车了......
具身智能之心· 2025-08-16 16:03
Core Viewpoint - The article emphasizes the value of a community that provides solutions to problems in the field of embodied intelligence, facilitating knowledge sharing and job opportunities for its members [3][17]. Group 1: Community and Support - The Embodied Intelligence Knowledge Planet has created a closed-loop system covering various fields such as industry, academia, job seeking, and Q&A exchanges [3][17]. - The community offers a platform for members to share solutions to problems encountered in their work, such as data collection and model deployment [3][4]. - Members can access a wealth of resources, including over 30 technical routes, open-source projects, and job postings from leading companies in the field [4][11][31]. Group 2: Educational Resources - The community has compiled numerous learning paths and technical stacks for beginners, as well as valuable industry frameworks and project plans for those already engaged in research [12][14]. - A variety of topics are covered, including robot simulation, data collection platforms, and the challenges of implementing VLA (Visual-Language-Action) models [4][9]. - The community provides access to a range of academic papers, industry reports, and books related to robotics and embodied intelligence [24][27][29]. Group 3: Networking and Job Opportunities - The community has established a job referral mechanism with multiple companies in the embodied intelligence sector, facilitating connections between job seekers and employers [11][18]. - Members are encouraged to engage with industry leaders through forums and live discussions, enhancing their professional network [18][77]. - The community aims to create a supportive environment for members to discuss career choices and research directions, ensuring they receive timely advice and insights [79].
稳就业:大厂的双重担当
Bei Jing Qing Nian Bao· 2025-08-14 18:39
Group 1 - Major internet companies are launching their campus recruitment plans for the 2026 graduates, with ByteDance offering over 5,000 positions, Alibaba planning to hire 7,000, and JD.com offering 35,000 positions [1] - The number of graduates from regular universities in China for 2025 is expected to reach 12.22 million, an increase of 430,000 from the previous year, marking a historical high [1] - The recruitment actions of internet giants are seen as a response to the urgent demand for employment opportunities in the current job market, providing a significant boost to the employment landscape for graduates [1] Group 2 - Internet companies are not only increasing job opportunities but also focusing on systematic training mechanisms to bridge the gap between campus and workplace skills, enhancing the quality of youth employment [2] - JD.com has implemented a "Five-Year Growth Plan" for new hires, investing resources in training and customized growth plans to help graduates transition smoothly into the workforce [2] - The recruitment trends of internet companies serve as a barometer for industry development, reflecting confidence in the industry's future and sending positive signals about the ongoing growth of the digital economy [2] Group 3 - The robust development of the internet platform economy is expected to create new business areas and job demands, leading to the emergence of various new roles such as "AI+" healthcare service positions and data privacy protection specialists [2] - Internet companies leverage their technological advantages and platform influence to drive collaborative development across industries, further expanding employment opportunities [3] - The significant number of quality job openings and clear career paths provided by leading companies will help alleviate social employment anxiety and act as a key engine for promoting high-quality employment and development [3]