以下文章来源于Lumina具身智能 ，作者Lumina社区 Lumina具身智能 . "Lumina具身智能社区"官方公众号 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 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 IROS 2025 AIR4S Workshop | Embodied AI and Robotics for Future Scientific Discovery 本次研讨会以 "Embodied AI and Robotics for Future Scientific Discovery" 为主题，聚焦 具身智能（Embodied AI）与机器人在科学研究中的融合与未来方向。 随着人工智能与机器人技术的快速发展，科研正从人类主导迈向 AI 与机器人协同探索的新阶段。 AI 与机器人能完全替代人类科学家吗？ AI 与机器人科学家能否自主科研并有望获得诺贝尔奖吗？ 这些问题正成为全球科研与产业界的前沿焦点。 从 AI ...

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 ...

Group 1 - The core focus of recent financing activities is on embodied intelligence, robotics, and healthcare sectors, indicating strong investor interest in these areas [1][2] - The technology and manufacturing sectors remain the primary focus of the first-level market, with significant financing events reported [2] - A total of 29 financing events occurred in the domestic primary market from August 4 to August 10, with a total scale of approximately 4.12 billion RMB [1] Group 2 - The embodied intelligence and robotics sector completed 7 financing rounds, with disclosed amounts exceeding 790 million RMB, while the biopharmaceutical sector also saw 7 financing rounds totaling over 1.85 billion RMB [2] - Major financing activities were concentrated in Beijing, Guangdong, and Jiangsu provinces, with 9, 6, and 4 financing events respectively [3] Group 3 - Sequoia China and Qiming Venture Partners were notably active, each completing 2 financing rounds primarily in technology, manufacturing, and healthcare sectors [4] Group 4 - Zhejiang Xiangyinong Agricultural Development Co., Ltd. secured 25 million RMB in Series A financing, focusing on the elderly care industry [5] - Ji Tai Technology completed 400 million RMB in Series D financing, aimed at accelerating strategic initiatives including platform automation and product pipeline development [9] - The company Linggan Shike completed two rounds of financing (Pre-A and Pre-A+) with a post-investment valuation exceeding 100 million USD, focusing on intelligent creation tools for content creators [24] Group 5 - The company Yanshengchao completed several rounds of financing to support clinical development and international strategy [10] - The company Zeling Bio secured nearly 400 million RMB in B+ round financing to advance innovative drug development [13] - The company Lifebio completed several rounds of financing to enhance its research and development capabilities in biobased new materials [15]

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]

Core Insights - SenseTime's "1+X" structural adjustment has led to significant progress in its "X" business, with six ecosystem companies nearing completion of approximately 1.8 billion yuan in financing, and the total equity value of these companies reaching around 10 billion yuan [2][4] Financing Progress - Six ecosystem companies have secured or are close to securing a total of 1.8 billion yuan in financing, with SenseTime's equity value in these companies approaching 10 billion yuan [2] - Three specific ecosystem companies have publicly disclosed their financing: 1. Sunrise, an AI + cloud chip company, completed financing with investors including SANY Group and Fourth Paradigm [2][3] 2. SenseTime Medical (AI + healthcare) completed its first round of financing led by Yingfeng Holdings and is pursuing a larger round [2][3] 3. SenseTime Retail (AI + retail) completed its A round financing led by GSR Ventures [2][3] Strategic Focus - Following the "1+X" adjustment, SenseTime is focusing more on generative AI, allowing ecosystem companies to concentrate on their specific AI applications while sharing the group's infrastructure and model results [4] - The company is also making strides in the embodied intelligence sector, with investments in companies like Galaxy General and Zhongqing Robotics, which have recently secured significant financing [4] Market Position and Valuation - As of July 23, SenseTime's market capitalization was 59.21 billion HKD, which, while lower than its peak valuation, has been on an upward trend over the past year [5] - The restructuring has created a "R&D-incubation-capitalization" closed loop, with several ecosystem companies having the potential for independent listings, which could enhance SenseTime's value as an AI ecosystem platform [5] Future Outlook - The upcoming WAIC World Artificial Intelligence Conference will see SenseTime launch its "embodied intelligence platform," indicating ongoing innovation and market engagement [4] - The recent release of NVIDIA's H20 GPU is expected to benefit AI companies like SenseTime by providing more accessible computing power, potentially leading to increased AI application innovations [5]

Company Performance - Feilong Co. reported a 14.49% increase in net profit to 210 million yuan for the first half of 2025, despite an 8.67% decline in revenue to 2.162 billion yuan [1] - Jiangling Motors disclosed a net profit of 73.3 million yuan for the first half of 2025, representing an 18.17% year-on-year decrease, with revenue slightly increasing by 0.96% to 18.092 billion yuan [31] Mergers and Acquisitions - GoerTek announced a preliminary agreement to acquire 100% equity of Mega Precision Technology Limited and Channel Well Industrial Limited for approximately 10.4 billion HKD (around 9.5 billion yuan) [2][5] - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Co., aiming to strategically enter the nuclear fusion energy sector [28] Industry Developments - SenseTime is preparing to enter the embodied intelligence sector, with a core team already formed and plans to launch an embodied intelligence platform at the upcoming WAIC 2025 [4][6] - The Shanghai Municipal Economic and Information Commission released an action plan for the next-generation display industry, focusing on developing smart glasses production capabilities [15] Financial Trends - Foreign investment in domestic stocks and funds increased by 10.1 billion USD in the first half of 2025, reversing a two-year trend of net selling [8] - The balance of real estate loans reached 53.33 trillion yuan by the end of Q2 2025, with a year-on-year growth of 0.4% [10] Corporate Governance - Northern Long Dragon terminated its acquisition of Henan Zhongsheng due to changes in market conditions and financial compliance issues [18] - Guolian Aviation's chairman is under investigation, but the company assures that operations remain normal [25]

Core Insights - The "Robot Venture Capital Theme Exchange Conference" hosted by Shoucheng Holdings highlighted the importance of capital in driving technological transformation and industry collaboration in the robotics sector [1][2] - Shoucheng Holdings is transitioning from a traditional financial investor to a new type of industry builder, focusing on long-term engagement and ecosystem development [2][5] - The conference unveiled the "2025 Top 20 Most Investable Robot Companies" and "2025 Top 30 Most Growth-Potential Robot Companies" lists, showcasing leading firms in the robotics industry [1] Group 1: Investment Strategy - The robotics industry is entering a phase where capital must not only identify technology but also facilitate its practical application [2] - Shoucheng Holdings employs a comprehensive investment strategy that includes early-stage investment, continuous resource integration, and market transformation through various financial tools [2][5] - The company has established a portfolio of dozens of robotics-related enterprises across various technological domains, indicating a systematic approach to investment [3] Group 2: Market Application - The focus on "scene-based implementation" is crucial for the robotics industry to transition from narrative benefits to actual profitability [4] - Shoucheng Holdings leverages its extensive experience in urban renewal and industrial parks to create real-world application scenarios for robotics [4] - The company is developing a "purchase-then-lease" model to facilitate rapid deployment of domestic robotic products in various sectors, including healthcare and education [4] Group 3: Ecosystem Development - Shoucheng Holdings is forming a platform-based capital system that emphasizes investment diversification and strategic collaboration, reducing project risk and enhancing industry control [5] - The company’s investment strategy targets enterprises with reasonable valuations and clear delivery paths, supporting their growth through collaborative product development and resource linkage [5][6] - This integrated approach allows Shoucheng Holdings to maintain a unique position in the capital market, balancing cash flow stability with growth potential in the robotics sector [6]