作者｜黄楠 但大模型狂飙3年后，一个实际的问题出现："除了特定场景的单点突破，AI如何真正走进物理世界、成为改变生产生活的实用工具？" 这也是商汤在每一次技术迭代中都在追问的核心命题。 随着具身智能成为下一代AI革命的主赛场，近日，大晓机器人公司成立，由商汤联合创始人、执行董事王晓刚出任大晓机器人董事长，正式入局具身智 能战场。 王晓刚告诉硬氪，大晓机器人成立的初衷，并非是跟风"本体内卷" 或 "复杂技能炫技"，而是要回归真正的痛点，并提出"以人为中心（Human- centric）"的全新研究范式。在提供专注于构建能理解物理世界规律的"大脑"基础之上，最终输出一个适配真实场景需求的软硬一体产品。 编辑｜袁斯来 在AI行业，商汤科技已经是家成立11年的公司，早已习惯一次次浪起浪涌。 在视觉AI崛起的时代，它从港中文实验室跑出、叩开规模化落地的大门。但To B业务从来不是一份轻松活，包括商汤在内、绝大部分公司不得不应对客 户长期定制化的开发需求。 直到ChatGPT横空出世，所有公司集体转向大模型。在算力层面先走一步的商汤，找到了施展空间。根据商汤年报，其生成式AI 2024年收入为24亿元， 占比由2023年 ...

11月国民经济运行数据将发布；海南自贸港将正式启动全岛封关运作；5只新股将开启申购…… | 周二 12/16 | 美国11月失业率、11月季调 | | --- | --- | | | 恒生港股通软件及半导体指数更名，剔除中 | | | 2025两岸企业家峰会年会（南京 | | | 【新股申购】 江天 | | 周三 12/17 | 2025小米"人车家全生态" 合作 | | 周四 12/18 | 海南自贸港正式启动全岛 | | | 美国11月CPI | | | 欧洲央行、英国央行公布 | | | 火山引擎FORCE原动力大会·冬（上 | | | 大晓机器人将正式亮相，并开源 | | | 2025第三届中国商业航天发展大会（ | | | 2025通信产业大会（ | | 周五 12/19 | 日本央行公布利率 | | | 摩尔线程MUSA开发者大会（北京 | | | 富时中国A50指数季度调整 | | | 美国11月核心PCE物价: | | | 首届进博优品交易会（上海, | | | 第五届碳中和博鳌大会（12 | | | 【新股申购】 誉帆科技、双欣 | | --- | --- | | 周六 12/20 | | ...

日前，商汤(00020.HK)与香港科技园公司联合主办的"2025商汤科技AI论坛"圆满落幕。此次论坛以"模 型智未来"为核心主题，汇聚全球AI领域专家与产业代表，围绕多模态大模型突破、具身智能落地、产 业智能升级等关键议题进行深度研讨。 论坛上，商汤董事长兼首席执行官徐立在致辞中表示，过去十年，是人工智能认知变化最快的十年，我 们正在经历可能是史上最大的技术浪潮。AI从感知到生成、从云端到端侧，再到现在的具身智能与世 界模型，正重塑每一个行业的工作方式。作为一家在香港成立并在香港上市的AI企业，商汤受惠于香 港有利的创科环境和政策，未来商汤将会持续立足于香港，连接国家AI战略和全球创新网络，既服务 本地与内地产业，又持续面向全球市场讲好中国AI的故事。 商汤联合创始人、首席科学家林达华认为，尽管AI产业化加速，但仍面临可靠性、专业数据、空间理 解与成本等关键挑战。为此，商汤通过底层创新，包括原生多模态融合架构、跨视角预测训练范式，以 及高效率推理系统SekoTalk，突破现有技术局限，显著提升模型的空间认知与实时交互能力，推动大模 型从"AI for X"向"AI in X"深化，实现智能体与场景的闭环融合 ...

Group 1: National Humanoid Robot Training Base - Beijing has launched the world's first national humanoid robot training base in the Olympic Center area, aiming for high-quality development from 2025 to 2027 [3] - Major robotics companies like Yushutech and UBTECH have secured large orders, while Tesla's robot mass production is progressing, attracting capital market attention [3] - By 2035, global humanoid robot annual sales are expected to reach 6 million units, with a market size exceeding $120 billion; in an optimistic scenario, sales could surpass 10 million units, with a market size projected to reach $260 billion [3] Group 2: New Developments in Robotics - SenseTime has announced the launch of the "Daxiao Robot," focusing on embodied intelligence, with a core team of top AI experts [5] - The Daxiao Robot will debut on December 18, featuring the ACE technology paradigm and the A1 module, which enables autonomous navigation using pure visual technology [5] - The demand for embodied intelligence is surging, prompting leading companies to invest in general brain development, with Daxiao Robot aiming to facilitate rapid deployment in security and inspection scenarios [5] Group 3: Investment and Market Trends - Baidu and CICC Porsche have become shareholders in Wujie Power, a company focused on general intelligence and operational intelligence in robotics [6] - Wujie Power's registered capital has increased from 100,000 to approximately 142,000, reflecting growing investor confidence in the embodied intelligence sector [6] - The company previously completed a $300 million first round of financing, with participation from Sequoia China and Hillhouse Capital, indicating strong market interest [6] Group 4: IDC Report on Embodied Intelligence - IDC has released its first report on embodied intelligent robots, predicting that by 2030, they will account for over 30% of overall robot user spending [8] - The report highlights that advancements in AI models, perception, and computing technologies will drive rapid expansion in the application of embodied intelligent robots [8] - Selected innovators in the report include companies like Weiyi Zhizao and Yuan Sha Intelligent, which are pushing the RaaS business model in various industrial and logistical scenarios [8] Group 5: Automotive Industry's Robotics Initiatives - Dongfeng Motor has unveiled two humanoid robots, "Xiao Dong" and Robot No. 2, marking a significant step in the automotive industry's engagement with embodied intelligence [10] - "Xiao Dong" is equipped with a domestic DF30 automotive-grade chip and multimodal large models, designed for voice interaction and future deployment in 4S stores for sales assistance [10] - Robot No. 2, developed in collaboration with Huazhong University of Science and Technology, will begin production line training this month and is set to take on tasks such as material handling and inspection next year [10]

Group 1 - SenseTime's "1+X" initiative adds a new member with Wang Xiaogang appointed as chairman of ACE ROBOTICS, aiming to deepen the field of embodied intelligence through innovative technology [2] - TSMC's Lu Lichong emphasizes that energy efficiency is crucial for the widespread adoption of AI, with new technology nodes reducing power consumption by approximately 30% compared to previous generations [2] - Jiufeng Mountain Laboratory announces that its GaN power module can save nearly 300 million kWh of electricity annually for a 1 GW AI computing center, equating to about 240 million yuan in electricity costs [2] - Dyson launches its true AI cleaning robot in the Chinese market, featuring trillion-level information processing capabilities and advanced cleaning technology [2]

12月4日，智通财经记者获悉，大晓机器人将于12月18日正式对外亮相，并开源"开悟"世界模型3.0 （Kairos 3.0）。大晓机器人称，该模型是首个国内开源且已实现且实现商业应用的世界模型。同时， 其将同步发布具身超级大脑模组A1，搭载纯视觉无图端到端VLA具身智能模型，具备自主导航能力。 智通财经记者获悉，商汤科技联合创始人、执行董事王晓刚将出任大晓机器人董事长，世界级AI科学 家陶大程担任大晓机器人首席科学家。 ...

近年来，在创新引领和需求释放的双重作用下，具身智能产业规模正在以超50%的增速跨越式增长。国务院发展研究中心数据显示，中国具身智能产业市场 规模有望在2030年达到4000亿元、在2035年突破万亿元。 大晓机器人聚焦具身智能领域，被称为"中国版 Figure AI"，其首创ACE研发范式，构建以视觉为基础的"环境数据引擎—真实世界认知—具身交互泛化"的全 链路技术体系，精准回应行业技术突破与商业落地的双重诉求，将前沿技术转化为可落地、可复用的解决方案，与行业伙伴共筑具身智能新生态。 商汤科技在具身智能领域技术积累深厚。近日，商汤还发布并开源了多模态模型架构NEO，为机器人具身交互、视频理解及具身智能等多元化场景的应用 提供了坚实的技术支撑。在空间智能方面，商汤科技提出的"Puffin"AI模型，实现了让AI从被动处理数据变成像人一样借助相机的视角思考，从而提升具身 智能的全局协同、感知精度和场景训练效率。在生态层面，商汤曾于2025年WAIC世界人工智能大会上正式发布具身智能平台"悟能"，该平台覆盖感知、导 航、交互三大核心能力，将成熟落地应用于汽车、机器人等各类终端，实现空间层面的现实世界互动。 对商汤来 ...