10月21日，据证券日报报道，宇树科技IPO辅导机构中信证券近日提交了"辅导工作进展情况报告（第一期）"（简称"报 告"）。 有行业观点认为，这种去地域化的更名策略，通常是企业为展现其业务布局的全国性乃至全球化特征而采取的常见操 作。 近期，宇树科技在技术研发与产品布局层面动作频繁。 10月20日，公司发布全新一代仿生机器人UnitreeH2，该机器人身高180cm、重量70kg，配备31个关节（肩部6×2个、躯干 3个、腿部7×2个，外加2个未知功能关节），较前代R1机型关节数量增幅达19%，灵活性明显增强，可实现舞蹈、功夫展 示及服装走秀等拟人化行为。 宇树科技H2机器人 视频截图 而值得注意的是，在前一天，宇树科技还发布了四足机器人实训平台，该方案是面向教育的"具身智能机器人技术一运维 一应用研发"全链条的人才培养与认证平台，将以UnitreeGo2生态为核心，打通"仿真一上机一竞赛一实训项目"一体化路 径，在成本与安全可控的前提下提升学生的工程实践能力。 据悉，该方案配置标准化实训台、多模态传感套件、ROS2/UnitreeSDK/远程调试环境、配套实训课程包、运控与算法案 例库等。并且提供基础维护、 ...

10月22日，机器人、电子等赛道低开高走。 热门ETF中，机器人ETF（159770）盘中翻红，截至发稿上涨0.76%，成交额超1亿元，交投活跃。成分 股中，中信重工涨停、华中数控、金自天正等多股跟涨。 值得注意的是，该ETF昨日获净申购达5600万份，近4个交易日连续获资金净流入累计超2.2亿元。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术、科大讯飞、石头科技等。该ETF还配备了2只场外联接基金（A类： 014880；C类：014881）。 消息面上，政策端，10月21日，广东发文指出，实施先进装备攻关等行动，加快工业大模型与数控机 床、机器人、网络终端设备、工业控制设备、传感与检测设备等深度融合。 电子方面，电子ETF（159997）低开高走，截至发稿跌幅收窄至0.79%，成交额超2500万元。成分股 中，电连技术、华工科技涨幅靠前。 Wind数据显示，该ETF已连续两日获资金净流入，累计"吸金"超2200万元。 电子ETF（159997）跟踪中证电子指数，该指数以中证全指为样本空间，选取涉及半导体产品与设备生 产、电脑存储 ...

成分股呈普涨格局，上涨家数达28只，仅有1只下跌。其中，寒武纪以6.86%的涨幅领涨，恒玄科技、 威胜信息、芯原股份和晶晨股份均涨幅居前，共同推动ETF净值上行。市场交投活跃，全天成交额达 1.38亿元，成交量为9841万份。尾盘成交量有放大迹象，买盘积极。 三、机构观点 华泰证券认为，建议关注四足机器人本体与任务载荷产业链投资机会。国内军用四足机器人产业链可分 为本体、任务载荷两部分，本体类似于四肢和小脑，任务载荷类似于大脑和工具。军用四足机器人总体 设计与总装集成商以军工央企为主；任务载荷包括侦察、打击、通信等类型；另外，景业智能等企业主 要在购买本体、任务载荷基础上进行二次开发以满足特种应用需求。四足机器人本体产业链、任务载荷 供应商均有望受益于军用四足机器人放量。 一、市场复盘 本周二 (10月21日)，科创人工智能ETF华夏(589010)市场表现强劲，全天高开高走，最终收盘报1.419 元，大涨3.13%，显著跑赢同期上涨2.99%的上证科创AI指数及上涨1.36%的上证指数。该ETF以1.392元 高开，随后全天维持震荡上行态势，最终收于日内最高价附近。 机器人ETF(562500)昨日表现强势 ...

Market Review - The Huaxia Sci-Tech AI ETF (589010) showed strong performance on October 21, closing at 1.419 yuan, up 3.13%, outperforming the Shanghai Sci-Tech AI Index which rose 2.99% and the Shanghai Index which increased by 1.36% [1] - The ETF opened at 1.392 yuan and maintained an upward trend throughout the day, with 28 constituent stocks rising and only one declining. Cambricon led the gains with a 6.86% increase [1] - The Robot ETF (562500) also performed well, closing up 1.82%, slightly outperforming the CSI Robot Index (+1.77%) and significantly better than the Shanghai Index (+1.36%) [1] - The trading volume was active, with a total turnover of 1.38 billion yuan for the Huaxia Sci-Tech AI ETF and 13.275 billion yuan for the Robot ETF [1] Hot News - Yushu launched a quadruped robot training platform aimed at education, focusing on a comprehensive talent cultivation and certification system for embodied intelligent robot technology [2] - OpenAI is set to release a new AI-integrated web browser, ChatGPT Atlas, initially for Mac users, which may disrupt the competition with Chrome and Safari [2] Institutional Views - Huatai Securities recommends focusing on investment opportunities in the quadruped robot industry chain, which includes both the body and payload segments, with military applications expected to drive growth [4] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robot industry [5] - The Huaxia Sci-Tech AI ETF (589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [5]

【观网财经丨智能早报 10月22日】 王自如正式加入雷鸟创新, 具体职务尚未公布 10月20日，雷鸟创新官宣王自如入职。据接近雷鸟的人士透露，"王自如的入职并非普通任职，已参与 雷鸟最新新品的测试工作。目前雷鸟官微已释出多段王自如与创始人李宏伟的对话切片，其专业评测背 景被指为加盟核心原因。"另据了解，王自如具体职务将在10月23日雷鸟Air 4发布会公布。 相关微博截图 王自如1988年6月5日生于黑龙江省齐齐哈尔市，现年37岁，毕业于西安翻译学院，后就读于香港理工大 学。其为视频测评机构Zealer创始人及CEO，后入职格力，期间备受关注甚至成为网络争议人物。去年 8月，王自如被曝从格力离职。（极目新闻、36氪、蓝鲸新闻） 苹果折叠屏iPad项目遇阻，或推迟至2029年或更晚上市 据知情人士透露，苹果为重塑iPad而研发的大尺寸可折叠屏设备在开发过程中遭遇技术瓶颈，可能导致 原定上市时间推迟。这款售价预计约3000美元的设备已研发多年，原计划在2028年推出，但由于重量、 功能及显示技术等方面的工程难题，上市时间可能被推迟至2029年甚至更晚。苹果正与三星显示合作开 发约18英寸的显示面板，该屏幕可最大限 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the given content. 2. Core Viewpoints - The global economic situation is complex, with the US economy affected by wrong policies and the global economy entering the top - region [2]. - AI - related fields are rapidly developing, with multiple technological breakthroughs and new product launches, and AI toys are reshaping the consumer market [1]. - The US banking industry has increased concerns about credit losses, leading to increased merger expectations [1]. - The Japanese stock market has reached new highs, but the market is now focusing on the political stability of the new government [1]. 3. Summary by Related Catalogs 3.1 Important Information - OpenAI is facing absolute computing power scarcity, and it has a resource - allocation mechanism for research and application [1]. - DeepSeek has launched a revolutionary OCR model that solves the computing power problem of AI in processing long documents and has high - efficiency data generation capabilities [1][2]. - Yushu (Unitree) has released a four - legged robot training platform and a 180 - cm humanoid robot Unitree H2 with good balance and control capabilities [1][2]. - AI toys are becoming a new consumer hotspot across all age groups and are in a "golden age" of development, breaking the scene boundaries of traditional toys [1]. - The nuclear fusion technology competition is intensifying in the US, covering two key tracks: small modular reactors for AI power and future - oriented fusion technology [1]. - US banks' concerns about credit losses are promoting merger expectations, and regulatory and political factors support merger discussions [1]. - Kōichi Hamada has been elected as the new Prime Minister of Japan, and the Japanese stock market has reached new highs, but market attention has shifted to the political stability of the new government [1]. 3.2 Global Economic Logic - China's industrial added value in September 2025 increased by 6.5% year - on - year and 0.64% month - on - month, and the central parity rate of the RMB against the US dollar has been raised to 7.0995 [1]. - Traders are betting that the Fed will cut interest rates by at least 50 basis points in the upcoming meetings [1]. - China is the preferred stock investment market for emerging markets, and 100 surveyed institutions manage $423 billion in emerging - market assets [2]. - Huawei has announced the evolution and goals of Ascend chips, with its computing power "super - node + cluster" leading NVIDIA by more than a year [2]. - Although AI infrastructure investment has reached a new high in nominal terms, the proportion of US AI investment in GDP is still less than 1% [2]. - TSMC's CEO said that AI demand is stronger than expected [2].

②广东印发行动方案，支持广州、深圳等地市建设智能体领域创新中心； ③英伟达讨论为OpenAI提供贷款担保； ④英国政府宣布成立人工智能增长实验室。 宇树科技发布四足机器人实训平台、英国政府宣布成立人工智能增长实验室…… ①宇树科技发布四足机器人实训平台； ...

宇树今日发布四足机器人实训平台，该方案是面向教育的"具身智能机器人技术一运维一应用研发"全链 条的人才培养与认证平台，将以UnitreeGo2生态为核心，打通"仿真一上机一竞赛一实训项目"一体化路 径，在成本与安全可控的前提下提升学生的工程实践能力。据悉，该方案配置标准化实训台、多模态传 感套件、ROS2/UnitreeSDK/远程调试环境、配套实训课程包、运控与算法案例库等。并且提供基础维 护、运动控制、自主导航、二次开发等分级课程。 ...

Core Insights - Yushu has launched a quadruped robot training platform aimed at education, focusing on the full chain of talent cultivation and certification in "embodied intelligent robot technology" [1] - The platform is centered around the Unitree Go2 ecosystem, integrating simulation, hands-on training, competitions, and practical projects to enhance students' engineering practice skills while ensuring cost and safety control [1] Summary by Categories - **Product Offering** - The training platform includes standardized training stations, multi-modal sensor kits, ROS2/Unitree SDK, remote debugging environments, and accompanying training course packages [1] - It also features a library of operational control and algorithm case studies [1] - **Educational Focus** - The platform provides tiered courses covering basic maintenance, motion control, autonomous navigation, and secondary development [1]