0:00 新华社音视频部制作 记者：颜麟蕴、许畅 1月10日，首届净月机器人冰雪趣味赛在吉林省长春市净月潭国家级风景名胜区举行，来自高校与企业 的20余支联合队伍携双足人形机器人、四足机器狗等设备，在零下20摄氏度的严寒环境中展开竞技，进 行雪橇运输、雪球投掷、滑雪竞速等趣味挑战。这些机器人到底表现怎样？新华社记者颜麟蕴带你跟它 们比一比！ ...

当时间的刻度指向2026，一个崭新的五年征程即将启幕。 此刻，我们立足承前启后的交汇点，"十四五"即将圆满收官。回顾2025年，在多重压力之下，中国经济再次走过了"很不平凡"的一年，并展现出强大韧性和 活力。 刚刚闭幕的中央经济工作会议深刻指出，做好2026年经济工作，要"坚持稳中求进工作总基调"，在政策取向上，"要坚持稳中求进、提质增效"，着力稳就 业、稳企业、稳市场、稳预期，推动经济实现质的有效提升和量的合理增长，保持社会和谐稳定，实现"十五五"良好开局。 启新程，当乘势而上，更须砥砺前行。站在"十五五"新程待启的关键时点，如何看待2026年的经济形势？2026年经济工作怎么干？新京报贝壳财经推出《看 2026：十五五·启新程》专题报道，汇聚监管部门、知名学者和领军企业家，解读政策脉络，洞察趋势变化。2026，我们携手出发。 新京报贝壳财经：中央经济工作会议在部署"人工智能+"的同时，特别强调了要"完善人工智能治理"。随着机器人在更多商业乃至家庭场景中应用，越疆如 何看待其带来的安全、伦理和隐私保护问题？是否有相应的治理框架或设计原则？ 当人形机器人企业争相冲刺资本市场时，越疆科技已悄然成为港股"协作机器 ...

Core Viewpoint - The rental market for humanoid robots is experiencing a significant price drop, with rental fees now below 10,000 yuan, indicating a shift from speculative demand to a more sustainable market driven by real needs [1][4][9]. Group 1: Market Dynamics - The rental prices for humanoid robots have decreased from a peak of 8,000 to 10,000 yuan per day in March to a range of 3,000 to 6,000 yuan, with some basic models priced around 3,000 yuan and dance versions starting at 5,000 yuan [5][9]. - The demand for robot rentals has surged ahead of the New Year, with many businesses receiving prepayments for multiple units, indicating a robust interest in rental services [1][6]. - The rental market is transitioning from a focus on hardware to a comprehensive service model that includes software, data, and support, reflecting a change in customer expectations from novelty to value creation [1][9]. Group 2: Future Projections - The humanoid robot rental market is expected to exceed 10 billion yuan by 2025, with projections of reaching at least 100 billion yuan by 2026 as platform operations advance [13]. - The industry is anticipated to undergo structural changes, with a focus on rational pricing driven by increased supply and a shift in customer behavior towards value assessment [9][10]. - The rental model is seen as a viable pathway for commercializing humanoid robots, allowing businesses to test products at lower costs while providing feedback for product development [10][11]. Group 3: Industry Challenges - The current rental market faces challenges such as high operational costs, complex collaboration chains, and significant content homogeneity, which could hinder growth [17]. - The customization required for industrial robots makes them less suitable for a rental model, as they often need to be tailored for specific tasks, complicating the reuse of the same product [18]. - Despite the challenges, the demand for humanoid robots in domestic service and companionship is expected to grow, driven by societal changes such as aging populations [18].

近日，国内唯一专注全栈开源双足人形机器人的创业公司——上海萝博派对科技有限公司（RoboParty）， 再次成为资本焦点。 在刚刚完成千万美元种子轮融资仅一个月后，公 司迅速宣 布完成新一轮种子+轮融资。 此轮融资由商汤国香 资本、BV百度风投、华映资本领投，而种子轮投资方经纬创投、小米战投、L2F光源创业者基金等也持续加 码。光源资本担任孵化方及独家财务顾问。 短时间内连续获得一线产业资本与头部财务机构的双重认可，这不仅是对RoboParty商业潜力的投票，更是 对其所选择的"全栈开源"技术路径及年轻团队硬核实力的肯定。 据悉， 本轮新增资金 将继续用于核心零部件自研、人形机器人本体结构与运动控制系统优化、开源软件栈与 开发者生态建设， 进一步夯实 RoboParty 萝博派对在 "全栈开源双足人形机器人" 的生态卡位。 ▍ 从大学宿舍到创业舞台：一位00后的"手搓"之旅 RoboParty的故事，紧密交织着其创始人黄一的个人轨迹。这位2004年出生的年轻人，在2022年考入哈尔滨 工业大学未来技术学院。 早在2023年8月，黄一便以《天行者：两栖智能搜救无人机》项目，带领团队夺得 全国大学生科技竞赛一等奖 ...

温馨提示 ： 点击下方图片，查看运营团队最新（12月）原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵 权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 梅开二度，零零后团队创办的开源人形机器人创企[萝博派对]（RoboParty）完成新一轮融资！ 12月16日，全开源双足人形机器人公司创企[ 上海萝博派对科技有限公司 ]（以下简称"萝博派对"）种子 +轮融资，本轮融资由商汤国香资本、BV百度风投、华映资本投资，种子轮股东经纬创投、小米战投、 L2F 光源创业者基 金等持续追加。 值的注意的是，公司于11月12日刚宣布完成数千万美元种子轮融资，种子轮由 经纬创投 、小米战投、银河 通用及L2F 光源创业者基金联合投资；据悉，这是迄今为止国内资本市场双足人形机器人本体领域最大的一笔种子轮融资。 1个月接连完成两轮融资，头部VC竞相投资， [ 萝博派对 ]有何魔力？ 接下来，从核心 团 队 、 技术路线 、 业务进展三方面进行梳理： —— [ 萝博派对 RoboParty] 于2 ...

2025.12. 16 本文字数：2066，阅读时长大约4分钟 作者 | 第一财经 乔心怡 屈师培在电脑上简单操作了一分钟左右，记者面前的机器人头部指示灯很快从蓝色变成红色。 " 现在，机器人就完全由我们控制了。 " 屈师培告诉第一财经记者。这时，不管记者怎么操控这台宇 树机器人的遥控器，机器人都无法听从自己的指令。而在屈师培和其他两位 " 白帽黑客 " 的操纵 下，这台机器人突然猛然提速，向记者走来，挥舞起了拳头。 屈师培是第三方安全机构 DARKNAVY 深蓝的网络安全研究员，也被称之为 " 白帽黑客 " 。和以攻 击对方为目标的黑客不同， " 白帽黑客 " 主要通过漏洞挖掘与风险评估，提前暴露潜在安全问题， 推动厂商在实际危害发生前完成修复。 屈师培告诉记者，他的团队已提前把安全漏洞告知宇树科技。现在，团队所展示的系统漏洞已经修 复。 DARKNAVY 深蓝网络安全研究员肖轩淦用 " 千疮百孔 " 来形容当前的机器人安全性问题。他透露， 团队此前购买了许多品牌的四足机器狗产品和双足人形机器人产品。 " 这里面有行业头部的品牌， 也有一些中腰部的小厂。 " 他向记者举例，在研究云深处面向科研教育用户推出的 ...

Core Viewpoint - The current state of humanoid robots is characterized by significant security vulnerabilities, with many still considered "in development" rather than fully secure end products [1][5][6]. Group 1: Security Vulnerabilities - The security of robots is described as "full of holes," with researchers easily finding vulnerabilities in various robotic products, including those from leading brands [2]. - A specific example includes a team discovering a low-level security issue in a quadruped robot within just one hour of testing [2]. - The process of compromising a robot's security involves multiple stages, starting with unauthorized remote control, which can lead to executing harmful actions not intended by the manufacturer [2][5]. Group 2: Industry Response and Development - Companies like Yushun Technology have been informed of security vulnerabilities and have taken steps to address them, including establishing dedicated departments for security [6]. - The majority of current robotic products are aimed at research and education, with about 80% of Yushun's products in these sectors, which often retain developer interfaces that can pose security risks [5][6]. - As robots increasingly enter public spaces, the potential for security issues to manifest in real-world harm becomes a pressing concern for the industry [7]. Group 3: Market Trends and Future Outlook - The delivery of industrial humanoid robots is projected to reach approximately 500 units in 2025, with total production capacity expected to hit 1,000 units [7]. - Companies like ZhiYuan Robotics have successfully completed the mass production of their 5,000th robot, indicating a growing market presence [7]. - The transition of security discussions from technical aspects to real-world implications is anticipated as robots become more integrated into everyday environments [7].

Group 1: Market Overview - The market is currently experiencing adjustments without panic, indicating a normal range fluctuation, with potential for rebound if favorable news emerges from upcoming significant meetings [3] Group 2: Data Element Market - The National Bureau of Statistics emphasizes the importance of data elements in empowering AI development, urging increased investment in the data sector [4] - The data trading market is projected to grow to 211.54 billion yuan by 2024, with an expected compound annual growth rate of 20.3%, reaching 284.09 billion yuan by 2025 and potentially exceeding 715.9 billion yuan by 2030 [4] Group 3: MDI Market - Hungarian company BorsodChem announced a price increase of 300 euros/ton for all MDI products, driven by supply constraints due to maintenance at major production facilities [5] - The MDI market is expected to see price rebounds due to unexpected supply reductions, despite current low demand in downstream sectors [5] Group 4: Copper Market - Copper prices reached a historical high of 11,434 USD/ton, driven by a weaker dollar and supply concerns, with expectations for further increases potentially reaching 12,000 USD/ton [6] - Global copper production forecasts remain uncertain due to frequent accidents at major copper mines [6] Group 5: Aluminum Market - The average market price for prebaked anodes rose to 5,638 yuan/ton, marking a 5.82% increase, with a cumulative rise of over 15% since July [8] - High raw material costs and strong demand from the electrolytic aluminum sector are expected to support continued price increases for prebaked anodes [8] Group 6: Company Announcements - Macro Construction made strategic investments in robotics technology, with plans to release new products in the coming year [10] - Zhibang Home intends to repurchase shares worth between 80 million to 110 million yuan [10]

一、停复牌 万隆光电：筹划购买中控信息控制权等事项，股票停牌。 2、格林达：参与认购沐曦股份76.44万股，认购金额约8000万元人民币。 3、赛微电子：全资子公司拟与初芯科技、吕朋钊共同投资设立初芯微科技。 4、中铝国际：控股子公司联合中标30.3亿元电解铝项目。 5、穗恒运Ａ：投资27.51亿元建设恒运电厂煤电机组等容量技改项目。 6、博汇纸业：拟17.01亿元投资化学木浆扩建项目。 7、*ST松发：下属公司签订造船合同，合同金额0.7亿-1亿美元。 8、浙江荣泰：泰国生产基地计划于2026年第一季度实现对机器人相关产品的稳定生产和供货能力。 二、回购 志邦家居：拟以8000万元-1.1亿元回购公司股份。 三、投资合作、经营状况 1、太钢不锈：拟与太钢集团签署92亿元原辅料供应框架协议。 9、三星医疗：预中标约1.52亿元国家电网项目。 10、亿嘉和：将与华为云CloudRobo具身智能研发团队共同组建联合创新团队，联合打造端云协同的云 原生机器人产品、发布解决方案。 11、豫能控股：公司及子公司获配65万千瓦风电项目建设指标。 12、宏润建设：公司上半年对镜识科技进行战略投资，下半年公司直接投资矩阵超智 ...

宏润建设集团股份有限公司投资者关系活动记录表 证券代码：002062 证券简称：宏润建设 编号：2025-08 1 | 投资者关系 | ■特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 国信证券—杜松阳、博时基金—王赫、华泰柏瑞基金—沈雪峰、 | | 及人员姓名 | 国盛证券研究所—佘炜超、西部利得基金—葛山、招商基金— | | | 陈西中 | | 时间 | 2025-12-02 | | 地点 | 线上会议 | | 上市公司接待 | 董事会秘书薛锋、科技业务总监毛正 | | 人员姓名 | | | | 1、目前矩阵超智和镜识科技分别有哪些产品？ | | | 矩阵超智目前产品是双足人形机器人，明年将正式发布下 | | | 一代产品，拟对标北美厂商最新一代。镜识科技目前产品主要 | | | 为四足机器狗，产品在力学和运控方面具有显著优势，同时双 | | | 足人形机器人产品也在研发中，预计明年正式发布。 | | | 2、公司跟矩 ...