2025年8月18日下午，上海徐汇区三季度稳增长专题调度会议举行。中共徐汇区委书记曹立强，区委副 书记、区长王华出席会议并讲话。会上徐汇区发改委汇报1-7月经济运行分析和三季度调度工作建议， 徐汇区政府领导郑长林、罗华品、邓大伟、魏兰、陈勇和相关部门分别发言。笔者注意到：曹立强强 调"要想尽一切办法，拿出超常规的力度，确保完成增长目标；要落实用好国家和市级政策工具，密切 跟踪后续政策动向，切实发挥撬动作用"。 在此之前的7月30日，上海市徐汇区第十七届人民代表大会第八次会议在西岸国际会展中心举行。区委 副书记、区长王华代表区人民政府报告2025年上半年工作情况；会议由区人大常委会主任李新华主持。 王华在政府工作报告中指出，今年是"十四五"规划收官之年，在市委、市政府和区委的坚强领导下，区 政府坚持稳中求进工作总基调，进一步推进"建设新徐汇、奋进新征程"各项目标任务，基本实现"时间 过半、完成任务过半"。笔者尤其注意到的是：王华区长强调——徐汇区政府总结好以大模型产业生态 体系孵化人工智能产业等成功经验，进一步完善顶层设计、深化实践探索，举全区之力向全国人工智能 高地迈进，为上海深化国际科技创新中心建设贡献徐汇 ...

一句话趋势：具身智能领跑融资市场，机器人赛道表现稳健，医疗健康领域持续升温。 过去一周披露的投融资案例显示，科技与制造行业依旧是一级市场关注的重点。其中具身智能赛道融资 火热，头部机构集中布局。 本周京东战略领投帕西尼感知科技（深圳）有限公司完成新一轮A系列融资；北京灵感时刻科技有限公 司连续完成Pre-A轮及Pre-A+两轮融资，其中Pre-A轮由红杉中国领投，Pre-A+轮由高瓴创投领投。 医疗健康领域同样持续升温，大额融资方面，剂泰科技（北京）股份有限公司完成4亿元人民币D轮融 资，由北京市医药健康产业投资基金和大兴区产业投资基金联合领投。 消费服务领域，养老服务仍是重点，浙江乡意浓农业发展有限公司完成2500万元人民币A轮融资，本轮 融资由冠峰资本旗下深圳市冠峰永越雄步捌号投资合伙企业(有限合伙)投资。 21创投不完全统计，8月4日—8月10日，报告日期内国内一级市场发生融资事件29起。其中，有26笔融 资披露了融资金额和币种信息，总规模约合人民币41.21亿元。 01、具身智能、机器人与生物医药领域完成多笔融资 本周融资数量最多的行业领域仍是科技与制造。在三大行业领域的诸多赛道中，生物医药完成7笔融 ...

Core Viewpoint - The 2025 World Robot Conference (WRC) showcased significant advancements in humanoid robots and embodied intelligence, highlighting their practical applications across various industries and the potential for commercialization [1][38]. Group 1: Humanoid Robots and Embodied Intelligence - Zhejiang Humanoid Robot Innovation Center demonstrated new humanoid robot products and showcased three real-world applications, emphasizing the practicality and commercial potential of embodied intelligence [1][2]. - Yujian Technology launched the new generation DOBOT Atom II humanoid robot, capable of performing tasks with high precision and engaging in interactive cooking demonstrations [4][5]. - Zhijidong Technology presented the LimX Oli humanoid robot, which can perform complex dynamic movements and is equipped with advanced motion control algorithms [7][8]. Group 2: Industrial Applications - Kepler introduced the K2 Bumblebee robot, designed for industrial applications with features like long battery life and high payload capacity, redefining standards in logistics [10]. - Jieke Robotics showcased the S³ collaborative robot, capable of autonomous operations in complex environments, demonstrating its application in sectors like automotive and semiconductor manufacturing [12][13]. - XianGong Intelligent displayed various robots, including a humanoid robot with advanced perception capabilities, highlighting the practical applications of embodied intelligence in industrial settings [34][36]. Group 3: Advanced Sensing and Interaction Technologies - Strong Brain Technology unveiled the Revo 2 bionic dexterous hand, which features advanced tactile sensing capabilities and is designed for various applications [18][19]. - HeShan Technology presented high-precision tactile sensors that enhance robot interaction capabilities, showcasing their integration in humanoid robots and dexterous hands [28][29]. - SLAMTEC introduced the Aurora 2.0 integrated 3D spatial perception solution, enhancing navigation and interaction capabilities for robots in diverse environments [26]. Group 4: Market Position and Future Outlook - Pudong Robotics demonstrated a comprehensive product matrix, including humanoid and service robots, establishing a strong market presence with significant global sales [31][32]. - The conference highlighted the rapid development of the global robotics industry over the past decade, with China emerging as a key player in the market [38].

" 人形机器人正在成为资本市场的新宠 ，行业即将迎来百花齐放、百家争鸣的春天。 " 更引人注目的是行业的增长速度。 2023 年，相关企业注册量同比增长 50% 至 51 家； 2024 年增速进一步飙升至 103.92% ，注册量翻倍至 104 家； 而截至今年 7 月下旬，新注册企业已达 123 家，仅上半年就新增 105 家，同比增幅高达 183.78% 这句 2025 年人形机器人与具身智能行业年会上，某位专家做的一句预判，现在应该没什么人质疑了 。 企查查数据显示，截至 7 月下旬，国内人形机器人相关现存企业已达 834 家。 从地域分布看，华东、华南地区成为核心聚集地，占比分别达 43.53% 、 23.86% ，华北、西南、华中地区 紧随其后，合计占比超 27% ，勾勒出行业在国内的产业布局图谱。 这组数据背后，是资本和人才对人形机器人赛道的持续加码。 。 从企业实力来看，行业并非虚火。注册资本数据显示，超五成现存企业注册资本在千万元级别及以上，其中 5000 万元及以上的企业占比 30.3% ， 1000 万（含） -5000 万元的企业占比 24.73% 。雄厚的资本基础， 为行业技术研发和 ...

商汤同时在会上推出了具身智能平台，即机器人大脑，加强竞争优势。星展指，商汤领先的多模态生成 式人工智能(文本+图像+音频+视频处理)能力，受惠于其专有的视觉数据和强大的训练与推理效率，让 公司在开发人工智能的应用时坐拥优势。 星展发布研报称，维持对商汤-W(00020)"买入"的投资评级，目标价则由1.8港元上调16.7%至2.1港元。 该行指， 商汤在2025世界人工智能大会(WAIC)发布的升级版 SenseNova V6.5 是全球顶尖型号，与 V6 相比成本效益提升约5倍;管理层致力将人工智能商业化，为客户创造成果。 ...

Group 1 - The 2025 World Artificial Intelligence Conference highlights the commercialization of AI, with companies like Tesla and Zhiyuan showcasing innovative products [1][3] - Zhiyuan's CMO emphasizes that 2025 is expected to be the commercial year for humanoid robots, with applications in various sectors such as industry, logistics, and education [1][3] - The rapid development of AI products is noted, with increased user acceptance compared to the previous year [1][5] Group 2 - DeepSeek's popularity in early 2025 has sparked a surge in the application of AI large models in China [3] - Companies like SenseTime are launching platforms that integrate perception, visual navigation, and multimodal interaction capabilities for smart devices [3][4] - The demand for robust AI infrastructure is growing, with companies like Xinghuan Technology addressing data challenges in AI deployment [4] Group 3 - Shanghai's AI industry has seen significant growth, with a scale exceeding 118 billion yuan in Q1 2025, marking a 29% year-on-year increase [5] - The application of AI spans various sectors including finance, retail, transportation, and healthcare, indicating a rapidly forming commercialization path [5] - New leasing areas for AI-related companies in Shanghai's industrial parks have surpassed 30% of total new leasing area in the past year [5] Group 4 - Shanghai has established a development pattern for AI innovation, with communities like Mosu Space and Moli Community fostering AI entrepreneurship [7][8] - The first heterogeneous humanoid robot training ground in China has been launched, capable of training over 100 humanoid robots simultaneously [8] - Shanghai is home to nearly 300,000 AI talents, accounting for about one-third of the national total, creating a thriving ecosystem for AI companies [8]

商汤科技董事长兼CEO徐立宣布"1+X"架构调整完成（即2024年12月3日）233天后，商汤科技的"X"业 务取得了多项实质性进展。近日，有知情人士对新浪科技透露，商汤科技"X"生态内6家企业已完成或 接近完成累计约18亿元融资，且生态企业+被投企业股权价值累计达约100亿元。 近日，新浪科技从投资圈内知情人处独家获悉，商汤科技的智能汽车业务——商汤绝影目前正在接近完 成融资，且融资额度颇高。此外，商汤集团生态矩阵中的另外一家（暂无法获悉具体名称）企业，新一 轮融资也已接近尾声。 据知情人士透露，"目前知道的有6家生态企业拿到了融资，累计达18亿元，商汤分别持有的'X'生态企 业股权价值和以投资形式持有的股权价值，也已经接近100亿元。" 据新浪科技不完全统计，截至目前，商汤 "X"生态企业公开披露融资的有3家，包括：一、本月初，商 汤"嫡系"AI+云端芯片企业曦望Sunrise宣布完成融资，出资方包括三一集团、第四范式、游族网络等； 二、今年2月，商汤善萃——商汤医疗宣布完成首轮融资，由盈峰控股、人民卫生出版社旗下投资平台 人卫科技发展公司联合领投，近期还在推进一轮更大规模融资；三，今年1月，商汤善惠（A ...

第 678 期 2025-07-23 焦点事件 豫股今年首份半年报出炉！飞龙股份盈利增长近15％ 财报显示，今年上半年，飞龙股份实现营业收入21.62亿元，同比下降8.67%；实现归母净利润2.10亿元，同比增长14.49％；实现扣非 净利润2.18亿元，同比增长24.65％。本期计划不派发现金红利，不送红股，不以公积金转增股本。 7月22日晚间，歌尔股份公告，与Luen Fung Commercial Holdings Limited（联丰商业集团有限公司）达成初步意向，拟以自有或自筹资 金约104亿港元（折合人民币约95亿元，最终交易金额以交易双方签订协议为准）收购香港联丰全资子公司Mega Precision Technology Limited（米亚精密科技有限公司）及Channel Well Industrial Limited（昌宏实业有限公司）100%股权。 商汤科技正计划进军具身智能领域 7月22日，业内消息，商汤科技正计划进军具身智能领域，其核心团队已经初步组建完毕，并正在业内"招贤纳士"。 百亿大收购！歌尔股份拟拿下两家香港精密制造企业 据接近该业务的消息人士透露，有部分团队成员来自此前的 ...

8月10日，作为2025世界机器人大会的重要专场活动，由首程控股(00697.HK)主办的"机器人创投主题交 流会"在北京亦创国际会展中心主会场重磅登场。论坛现场发布了"2025中国最具投资价值机器人公司 TOP20"与"2025中国最具成长潜力机器人公司TOP30"两大榜单，吸引了国内顶尖机器人企业创始人、 产业领袖、学术专家和投资机构代表齐聚一堂，共同探讨在"机器人量产元年"背景下的技术变革与资本 逻辑。 作为本届世界机器人大会中最具资本穿透力的专场，论坛的主办方——首程控股，正凭借独特的"产业 +资本"双轮驱动模式，从一级市场的活跃投资人，升级为引导产业生态构建、推动技术应用落地的"链 主资本"代表。其背后，是一套区别于传统投资机构的全链条赋能体系，也为当前AI时代下的机器人产 业注入了深层次的动能。 三、"资本+场景+生态"的平台化打法，构建估值与交付闭环 这套打法，也体现在其机器人产业的系统性布局中。截至2025年6月，首程控股旗下首程资本已布局数 十家机器人相关企业，涵盖人形机器人(宇树科技)、具身智能平台(星海图)、AI运动控制芯片(银河通 用)、小型人形与工业机器人(加速进化)、认知导航(云深 ...

Core Insights - The trend of embodied intelligence is gaining momentum, with major AI companies, including SenseTime, actively entering the field [2][6] - SenseTime is forming a core team for its embodied intelligence initiative, recruiting talent from the smart driving and computer vision sectors [6] - The upcoming 2025 World Artificial Intelligence Conference (WAIC) will see SenseTime launch its embodied intelligence platform, integrating perception, visual navigation, and multimodal interaction capabilities [6] Group 1 - SenseTime's strategic move into embodied intelligence is a natural extension of its visual technology expertise, transitioning from "understanding the world" to "modifying the world" [6] - The global focus on embodied intelligence is expected to intensify by 2025, with advancements from companies like Google's Gemini Robotics and Figure AI's Helix model showcasing significant capabilities [6] - Domestic internet giants are also making strides in this area, with JD.com investing in leading companies in embodied intelligence and Meituan leading investments in multiple projects [7] Group 2 - Ant Group has established a subsidiary, Ant Lingbo Technology, dedicated to embodied intelligence, indicating strong interest from major players [7] - According to research from Galaxy Securities, the global embodied intelligence industry is poised for accelerated growth by 2025, driven by leading companies and active investment activities [7] - The industry is witnessing a surge in strategic collaborations and production plans, with a high level of enthusiasm and application in various scenarios [7]