四足机器人

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东北证券:首程控股首批机器人科技体验店落地 维持“买入”评级
Zhi Tong Cai Jing· 2025-10-13 07:44
机器人产业布局加速,构建全链条生态 东北证券发布研报称,维持首程控股(00697)"买入"评级,国庆期间全国首家机器人科技体验店落地北 京融石广场,并同步在首都机场T3航站楼、成都春熙路快闪亮相。公司为国内停车场运营龙头,高频 中标千万级别吞吐量机场停车场运营权,业绩护城河极其坚固,稳定且持续的现金流为公司积极布局机 器人业务奠定了财务基础与底气。我国机器人行业正迎窗口期,公司在管停车场与产业园区为培育机器 人业务提供了关键场景优势,此为公司稀缺且独特的业务模式。 东北证券主要观点如下: 通过开设常态化体验店和快闪店,推动机器人科技普及化并拓展C端市场布局,进一步强化其机器人产 业生态 公司于2025年国庆黄金周期间在首钢园融石广场「R+生活中心」开设全国首个常态化运营的机器人科 技体验店,店内展示1000种SKU机器人产品,覆盖家庭陪伴、教育娱乐、康养护理、运动娱乐等多个生 活场景,提供沉浸式交互体验和即时购买服务,观众可亲身体验人形机器人、四足机器人及教育科创机 器人等。同时,在首都机场T3航站楼同步推出国庆快闪店,让旅客在候机途中零距离感受机器人科技 的魅力。体验店还引入了情感陪伴型机器人IP「RoRo ...
AI硬件出海,中国制造全球化的新故事|AI观察系列策划③
Mei Ri Jing Ji Xin Wen· 2025-10-10 12:33
继8月底钉钉推出AI(人工智能)硬件"DingTalk A1"后, AI硬件创业公司Plaud在9月下旬正式宣布进军 中国市场。此外,出门问问、360等大厂玩家已经推出类似产品,AI录音硬件赛道热度持续升温。 Plaud创始人许高是一名连续创业者,公司总部在深圳,但他们率先搏杀的市场却在海外。这套打法并 不鲜见,近年来,四足机器人、割草机、泳池机器人、全景相机等硬件产品的制造商纷纷将目光瞄准海 外市场,凭借中国完善的供应链体系和工程师红利,硬件出海已斩获不俗业绩。而随着AI逐渐向端侧 应用落地,带AI的硬件也迎来了出海新机会。 AI硬件,正站在人机关系重构的重要节点,已成为AI产业链的"新入口"。 上海一家AI玩具企业负责人向记 者表示,目前除了国内市场,公司也开始尝试在海外B端渠道销售AI玩具。此外,传统家具企业也正加 大AI在其产品上应用。圣奥科技是一家办公家具企业,该集团董事长倪正良就介绍,数智赋能(特别 是AI应用)和全球布局,是公司的两个重要方向。AI硬件:端侧入口必争之地 乌兰察布的乌兰哈达6号火山上,一只"云深处"公司制造的机器狗正在巡检,而遥控它的人却在1700公 里之外的杭州。这样的千里遥控 ...
早盘直击|今日行情关注
申万宏源证券上海北京西路营业部· 2025-10-10 01:55
热点板块: 10 月科技方向依然值得关注,反内卷出现成果的板块有补涨机会。科技板块在经历了 8-9 月的持续上涨后,板块内部出现有序轮动和高 低切换。预计 10 月科技板块内部将继续维持有序轮动的格局,滞涨的机器人、军工、智能汽车等板块有望迎来补涨。而领涨板块如算力硬件、国产半导 体、新能源等一旦出现明显调整,也将形成较好的逢低布局机会。反内卷出现阶段性成果的板块,如光伏、水泥建材、煤炭、快递等板块如得到三季报验 证,也将迎来补涨的机会。关注:1)机器人国产化和走进老百姓生活依然是 2025 年比较确定的趋势,机器人产品将从人形机器人向四足机器人、功能型 机器人扩展。以此带来的传感器、控制器、灵巧手等板块的阶段性机会将会反复出现。市场预期特斯拉人形机器人版本有可能更新,或将成为机器人板块 新催化剂。2)半导体国产化仍是大势所趋,关注其中的半导体设备、晶圆制造、半导体材料、IC 设计等。3)军工板块 2025 年存在订单回升的预期,大 部分军工子板块如地面装备、航空装备、军工电子等中报业绩降幅继续收窄,基本面已经出现触底迹象。4)创新药经历了近 4 年的调整后逐步迎来收获 期,自 2024 年三季度以来已经连续 ...
面试的时候,问到了具身的大小脑算法是什么......
具身智能之心· 2025-10-08 02:49
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。 具身大小脑都在说什么...... 具身智能领域主要围绕2个重要的部分展开:大脑和小脑,这是机器人最重要的模块,如果类比于人类,大 脑负责思考感知(主导语义理解和任务规划),小脑负责执行(高精度的运动执行)。 在细分领域又有仿真、vla、diffusion policy、vln、世界模型、强化等多个子模块。vla和世界模型目前正在 自驾和具身领域同时发力,代表2个不同的技术路线。 vla目前主要研究热点为端到端和分层2种方案,又分别基于大模型和diffusion技术作为拓展。现vla+rl方 案,也被越来越做学者作为探索的方向。 diffusion policy作为action模块,负责学习具体的动作和执行。主要有状态扩散、动作空间扩散、三维空间 扩散等多个方向。 仿真现在比较好的点是sim2real和real2sim2real,如何解决真机泛化差 ...
首程控股“机器人科技体验店+融石广场”两大重磅项目黄金周正式开业
Xin Lang Cai Jing· 2025-10-02 04:29
据首程控股官微,首程控股旗下两大重磅项目国庆黄金周正式迎来盛大开业:全国首家"机器人科技体 验店"落地北京融石广场,并同步在首都机场T3航站楼、成都春熙路快闪亮相;同时,首钢园全新商业 综合体"融石广场"也正式开门迎客,开启试运行。作为全国首家机器人集合店,"机器人科技体验店"集 中展示200余款机器人产品,涵盖家庭陪伴、教育娱乐、医疗康养、运动娱乐等多个场景。不仅有宇树 科技、松延动力等首程控股被投行业领军企业的人形机器人、四足机器人,也有奇妙拉比桌面机器人、 Ropet AI 毛绒玩偶、下棋机器人、编程机器人玩具等初创团队的创新产品。"十一"期间,更有机器人舞 蹈、机器狗踢球、广播操等表演环节,引发观众热烈互动。融石广场则依托首钢园在机器人与科幻等产 业的全链条布局,致力于打造国内首个机器人友好型商业空间。从"机器人科技体验店"的开业,到原创 陪伴型机器人IP"RoRo"的首次亮相,顾客在这里可以率先步入人机共生的新消费时代。 ...
宇树科技上市关键期遭遇专利诉讼,一审判其未侵权
Guan Cha Zhe Wang· 2025-09-30 11:04
9月30日,观察者网了解到,针对此前宇树科技被杭州露韦美日化有限公司诉侵害发明专利权一案,浙江省杭州市中级人民法院已于26日作出判决。 根据民事判决书,原告杭州露韦美日化有限公司败诉,法院已驳回原告全部诉讼请求,宇树科技不构成侵权。 相关诉讼信息 天眼查 资料显示,露韦美成立于2005年6月6日,注册资本55万元。该公司的经营范围为食品互联网销售(仅销售预包装食品)、食品销售(仅销售预包装食品); 农副产品销售;日用百货销售。 相关判决书 杭州中院 天眼查信息显示,今年8月,杭州露韦美日化有限公司(简称露韦美)与杭州宇树科技股份有限公司(简称宇树科技)相关侵害发明专利权纠纷的诉讼公 开。相关案件将于2025年8月26日在杭州市中级人民法院开庭审理。 露韦美的法定代表人周建军是一项名为"一种电子狗"发明专利的发明人,露韦美公司向法院主张,宇树科技旗下热销的"Go2机器狗"侵犯了前述专利权,并 要求判令宇树科技立即停止制造和销售相关产品、销毁库存、赔偿经济损失并支付惩罚性赔偿。 天眼查信息显示,露韦美已申请"一种电子狗"和"一种会议同声智能系统"专利,而其中的"一种电子狗"专利已获授权。 判决书中表示,露韦美公司 ...
算力突破、大模型进深水区、机器人走入千家万户、智能终端百花齐放——四川人工智能向“新”奔腾
Si Chuan Ri Bao· 2025-09-29 00:34
Group 1 - The core viewpoint of the news highlights the rapid development of the artificial intelligence (AI) industry in Sichuan, with significant investments and a focus on enhancing computing power and AI applications [1][2][4] - Sichuan's AI industry chain office announced 10 computing power demands, including a proposed investment of 2 billion yuan in the Mianyang Economic Development Zone AI Computing Center and 330 million yuan for the Meishan Big Data Center transformation project [1][2] - The "Tianfu Gathering Strength, Smart Chain Future" AI industry conference attracted over 1,000 participants, showcasing advancements in AI technologies and products, including robots for various applications [1][4] Group 2 - The demand for computing power is increasing rapidly in the robotics industry, with a focus on expanding computing infrastructure to reduce application costs and accelerate deployment [2][3] - A "computing power supermarket" concept was introduced, allowing enterprises to select cost-effective computing solutions tailored to different AI training and inference scenarios [3] - The integration of AI technologies with industry needs is emphasized as a key to future development, with plans for collaboration between enterprises, universities, and research institutions [4][6] Group 3 - AI agents, capable of perceiving environments and taking actions to achieve specific goals, are identified as a significant trend in 2023, with a focus on their autonomous and interactive capabilities [5][6] - The combination of large models and AI agents is driving industry transformation, with applications in e-commerce and industrial production to enhance efficiency [6] - Sichuan is accelerating its layout in AI agents, with numerous projects identified in the supply-demand list, indicating a push towards new heights in artificial intelligence [6]
10月可控核聚变大会召开,谁能受益?| 0928 张博划重点
Hu Xiu· 2025-09-28 14:44
Market Analysis - The market remains cautious ahead of the holiday, with the Shanghai Composite Index at 3828.1 and a significant drop in trading volume, down 53.88% compared to the previous day [1]. Macroeconomic Insights - Economic data shows signs of recovery, indicating potential positive trends in the broader economy [2]. International Trade Dynamics - Trump's recent comments about Japan and South Korea needing to "prepay" for tariff agreements have sparked concerns, with South Korea warning of a potential repeat of the 1997 financial crisis if such measures are enforced [7]. Industry Developments - Moore Threads has successfully passed the IPO approval process, becoming the first domestic GPU company to go public. The company reported a revenue of 702 million yuan in the first half of 2025, surpassing the total revenue of the previous three years, with a compound annual growth rate exceeding 208% [9][10]. - The company's gross margin improved significantly from -70.08% in 2022 to 70.71% in 2024, indicating a strong turnaround [10]. - Moore Threads is in discussions for orders exceeding 2 billion yuan, with a focus on AI computing and graphics acceleration products [11]. Renewable Energy Sector - Daikin Heavy Industries holds an order backlog of 10 billion yuan, benefiting from a surge in offshore wind energy demand in Europe, with expectations of a 50% growth in installation rates from 2025 to 2026 [18][20]. - The European offshore wind market is projected to see a significant increase in demand, with a forecasted installation of 43.1 GW during the 14th Five-Year Plan period [20]. Nuclear Fusion Industry - The Chinese government has introduced supportive policies for the nuclear fusion industry, including the inclusion of fusion projects in major infrastructure initiatives and the establishment of a national venture capital fund [21][23]. - Upcoming international conferences and technology validations in October 2025 will focus on the commercialization pathways for nuclear fusion technology [22]. Robotics Sector - Hongrun Construction is expanding its presence in the robotics field, focusing on humanoid, industrial, and engineering robots, with strategic partnerships to enhance its technological capabilities [35][36]. - The company has made significant advancements in four-legged robot technology and is developing engineering robots to improve efficiency in construction projects [37][38].
厚植北斗生态深耕全域应用 湖南擘画“智联时空”新图景
Zhong Guo Xin Wen Wang· 2025-09-26 21:34
Core Insights - The fourth Beidou Scale Application International Summit highlighted the transition of the Beidou industry from a "distant" concept to a "nearby" reality, showcasing projects in satellite launch services, smart agriculture, and international applications [1][8] - Hunan province is emerging as a key hub for Beidou technology, with an industry scale exceeding 60 billion yuan and over one million terminal units, aiming to develop into a trillion-yuan industrial cluster [1][2] Industry Development - Hunan has established a complete ecosystem for Beidou technology, covering component research, satellite manufacturing, constellation operation, and application scenarios [2] - The province has three major Beidou industrial clusters in Changsha, Zhuzhou, and Yueyang, with over 550 key enterprises and 19 provincial-level innovation platforms [2][4] Technological Advancements - Hunan has achieved significant results in high-end chips and high-precision positioning, with a production target of 136,000 Beidou products by August 2025 [4] - The establishment of China's first Beidou laboratory alliance aims to integrate core technology research and industrial innovation [4] Application Scenarios - The summit showcased over a thousand applications, including centimeter-level positioning backpacks and smart safety helmets, demonstrating the extensive and deep applications of Beidou technology [5] - Beidou technology is enhancing safety and management in construction sites and is being integrated into smart transportation solutions like shared electric bicycles [5][7] Global Cooperation - The summit featured representatives from 24 countries, emphasizing the global outreach of Beidou services, with successful applications in countries like Egypt and Kazakhstan [8] - The signing of 22 projects during the summit indicates a commitment to international cooperation and the expansion of Beidou's global footprint [8][9]
宝通科技:公司自研的智能清扫机器人系统和巡检机器人系统,已在港口、钢厂等关键工业场景中实现了落地应用
Mei Ri Jing Ji Xin Wen· 2025-09-25 09:03
(记者 王晓波) 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司这几年再机器人和人工智能方面有发展的 需求和投入吗?请介绍下最新进展。 宝通科技(300031.SZ)9月25日在投资者互动平台表示,公司自研的智能清扫机器人系统和巡检机器人 系统,已在港口、钢厂等关键工业场景中实现了落地应用;经过二次开发的四足机器人也已经取得海外 客户的订单,公司正结合客户需求优化产品以推广落地更多的客户和应用场景,相关事项在持续推进中 并具有一定的不确定性,敬请投资者注意投资风险。 ...