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15.5亿元产业基金成立,深创投加码AI与具身智能
Nan Fang Du Shi Bao· 2025-10-09 03:42
在新质生产力加速落地的当下,深圳再次以资本推动战略性新兴产业发展。近日,天眼查显示,深圳市 深创投人工智能和具身机器人产业私募股权投资基金合伙企业(有限合伙)正式成立,出资额15.5亿元 人民币。该基金由深圳市引导基金投资有限公司、深圳市福田红土股权投资基金管理有限公司、深圳市 红土创业投资有限公司、深圳市汇通金控基金投资有限公司共同出资,呈现出"政府引导+市场化运 作"的特色。 这只基金的设立不仅是深创投进一步加码"AI+具身智能"赛道的又一动作,也体现出深圳正在通过资本 与产业链的深度结合,推动人工智能从技术创新走向大规模应用,在全国"AI+机器人"发展格局中巩固 领先地位。 瞄准全产业链,深创投加码AI与具身智能 作为中国最早成立的国有创投机构之一,深创投自1999年在首届高交会期间创立以来,始终活跃在创新 产业(300832)投资前沿。目前累计管理资产规模超过5100亿元,投资企业超过1700家。此次设立人工 智能和具身机器人产业基金,也意味着深创投将这一领域列为重点战略方向。 近年来,深创投不断深化在AI和机器人产业的布局。今年6月,人形机器人整机厂商加速进化完成超亿 元A轮融资,由深创投领投;9月 ...
马斯克刷屏,机器人赛道,突曝大消息
Zheng Quan Shi Bao· 2025-10-05 10:13
马斯克刷屏。 10月4日,特斯拉公司首席执行官埃隆·马斯克在社交平台发布了一段该公司开发的人形机器人"擎天柱 (Optimus)"学习功夫的视频。 视频显示,"擎天柱"正与专业人士学习功夫,它展示了用于自卫的武术技巧,且并非单纯模仿专业人士 的动作,而是精准应对每个招式并进行反击。有网友提问"擎天柱"是由远程操控还是人工智能(AI)驱 动的。马斯克回应称,"AI,而非遥控操作"。 据了解,"擎天柱"是特斯拉的人形机器人项目,数年前首次对外公布,而在过去一年中,该项目的重要 性显著提升,也成为特斯拉更核心的关注焦点。 9月7日,特斯拉开通"TeslaAI"的官方微博,认证为"特斯拉官方账号",并发布首条微博展示其人形机器 人。当天,特斯拉发布了两张人形机器人的照片,并配文:"我一直在努力改善自己的身材"。 9月30日,"TeslaAI"再发文,特斯拉正在努力扩大人形机器人的规模,计划2025年底推出第三代,并在 2026年开始量产。马斯克预计2030年前将年产100万台。 9月初,特斯拉发布了"宏图计划第四篇章"(Master Plan Part IV,简称"宏图计划4.0"),预示着特斯拉 未来发展规划的重大 ...
优必选再涨超6% 人形机器人订单、交付持续兑现 机构上调公司目标价
Zhi Tong Cai Jing· 2025-09-30 02:56
招商证券国际发表报告指,人形机器人链整机首推优必选。该行上调优必选目标价,由155港元升至172 港元,相当预测2026财年市销率的26.7倍,反映持续订单催化提估值,维持盈利预测不变。目前优必选 Walker系列人形机器人累计合同金额已近4.3亿元,其中9月获得的2.5亿元大单仍为全球最大人形机器人 订单。该行认为优必选近期订单、交付持续兑现,将加速其技术叠代,预计年底BOM成本降低20- 30%,明年有望再降30-50%,成本下降趋势以及规模化应用前景巨大,维持行业首选。 优必选(09880)再涨超5%,高见151.8港元创去年7月以来新高。截至发稿,涨6.01%,报149.9港元,成 交额11.58亿港元。 消息面上,9月29日,"优必选科技"微信公众号发消息称,日前,优必选智慧物流子公司UQI优奇与天 奇自动化工程股份有限公司正式签订采购合同。天奇股份(002009)将采购总价3000万元的优必选工业 人形机器人Walker S系列,该笔采购将于2025年12月31日前完成交付。优必选表示,加上本次订单,截 至目前,优必选Walker系列人形机器人已获得近4.3亿元合同。其中,不包括今年3月优必选与北 ...
优必选订单接到手软,单月股价涨47%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 14:08
编辑丨包芳鸣 记者丨赵云帆 (资料图) 值得注意的是,优必选自从2025年中报发布以来便不断披露获订信息,截至目前,今年公司新获人形机 器人订单金额合计超4.3亿元,其中包括上半年已经交付的5000万元订单。 在不断的订单与合作助攻之下,近期优必选二级市场股价也势如破竹。截至9月29日,9月以来,优必选 股价累计上涨47.75%,总市值已经来到667.31亿港元。 人形机器人订单接踵而至 2025年中报披露期过后,优必选开始陆续披露获得订单进展。 9月3日,优必选称获得某国内知名企业2.5亿元具身智能人形机器人产品及解决方案采购合同,该合同 以人形机器人Walker S2(具备自主热插拔换电系统)为主。优必选将在今年内启动该合同交付。该合 同也被认为是全球最大的单笔人形机器人合同。 无独有偶,更早些时候,今年7月,根据中国招标投标公共服务平台发布的《机器人设备采购项目中标 公示》,优必选成功中标觅亿(上海)汽车科技有限公司总额9051.15万元的机器人设备采购项目,主 要采购优必选的Walker S工业人形机器人系列产品。 值得注意的是,尽管优必选主要专注于工业场景的解决方案,但今年优必选全尺寸科研教育人形机 ...
自动化设备行业:国内头部人形企业持续释放利好,特斯拉发布Optimus3新进展
Jianghai Securities· 2025-09-23 12:01
证券研究报告·行业点评报告 2025 年 9 月 23 日 江海证券研究发展部 执业证书编号:S1410524040001 自动化设备行业 机械军工行业研究组 分析师:张诗瑶 国内头部人形企业持续释放利好,特斯 拉发布 Optimus 3 新进展 事件: 行业评级:增持(维持) 9 月 21 日,上海 2025 浦江创新论坛发布《ITU 具身智能机器人标准化展望》、 《人形机器人数据集标准》及"浦江 X"具身智能标准化数据集平台"穹顶 DOME"。新标准聚焦人形机器人数据采集、标注、共享与安全规范,为产业 链提供统一接口与质量基准。"浦江 X"平台首期开放超 5 万条多模态数据,覆 盖工业、服务、医疗三大场景,支持在线调用与标注,助力具身智能技术快速 迭代与商业化落地。 投资要点: 江海证券有限公司及其关联机构在法律许可的情况下可能与本报告所分析的企业存在业务关系,并且继续寻求发展这些关系。因此,投资者应当考虑到本公司可能存在影响本报告客观性的 利益冲突,不应视本报告为投资决策的唯一因素。 敬请参阅最后一页之免责条款 注:2025 年 9 月 22 日数据 相关研究报告 1. 江海证券-行业点评报告-自动化设 ...
炒股炒不过基金?机器人基金净值走势让人“真香”了
Zhong Guo Jing Ji Wang· 2025-09-17 01:46
Group 1 - The A-share market showed lukewarm performance on September 16, with the robotics sector performing strongly, particularly the Yushu Robot Index which surged by 4.91% [1] - KPL Robotics announced the completion of a gait upgrade for its humanoid robot K2 "Bumblebee," showcasing its ability to navigate various complex terrains while maintaining stability [1] - Domestic robotics manufacturers have secured significant orders, contributing to the resurgence of the robotics sector [1] Group 2 - The Ministry of Industry and Information Technology emphasized accelerating technological breakthroughs in high-end computing chips and industrial multimodal algorithms, highlighting the importance of the humanoid robotics industry [2] - Fourier's first humanoid robot, GR-3, featuring a full-sensory interaction system, began pre-sales in September, with plans for official delivery in October [2] - Significant investments in the humanoid robotics sector were noted, with variables robots completing nearly 1 billion yuan in Series A financing and Xingyuan Intelligent Robots securing 200 million yuan in angel round financing [2] Group 3 - The humanoid robotics market is transitioning from "concept-driven" to "performance-driven," with GGII predicting a market size of $1.017 billion in 2024 and $15 billion by 2030, indicating substantial market potential [3] - Humanoid robots are increasingly being utilized in practical applications, moving beyond mere demonstrations to real-world industrial settings, marking a shift towards commercialization [3] - The concentration of orders in the humanoid robotics sector signifies an increase in market acceptance and suggests that the industry may be entering a pivotal phase of industrialization [3]
人形机器人产业周报:马斯克签订对赌协议,傅利叶GR-3人形机器人开启预售-20250915
Guoyuan Securities· 2025-09-15 11:15
Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The humanoid robot concept index increased by 3.53% from September 7 to September 12, 2025, outperforming the CSI 300 index by 2.15 percentage points. Year-to-date, the humanoid robot index has risen by 73.24%, surpassing the CSI 300 index by 54.87 percentage points [2][11]. - Key developments include the pre-sale of Fourier's humanoid robot GR-3, which will officially launch in October 2025, and significant investments in the sector, such as a nearly 1 billion yuan A+ round financing for Zivariable Robotics [3][19][23]. Summary by Sections Weekly Market Review - The humanoid robot index outperformed the CSI 300 index, with notable individual stock performances, including a weekly increase of 801.81% for Sanxie Electric and a decrease of 15.92% for Lansheng Co [11][17]. Weekly Hotspots Policy Developments - The Ministry of Industry and Information Technology aims to strengthen industrial supply and accelerate technological breakthroughs in high-end computing chips and multimodal algorithms, with a target for the humanoid robot industry to achieve an industrial output value exceeding 20 billion yuan by 2027 [3][19]. - China has released 30 national standards for artificial intelligence, with 15 humanoid robot standards currently under development [21]. Product and Technology Iteration - Fourier's humanoid robot GR-3 has begun pre-sales, and UBTECH's humanoid robot is now available on JD.com [21][22]. - Elon Musk's ambitious plan for Tesla includes delivering 1 million humanoid robots by 2025, highlighting the company's commitment to this sector [22]. Investment and Financing - Zivariable Robotics completed nearly 1 billion yuan in A+ round financing, led by Alibaba Cloud, while Xingyuan Intelligent Robotics secured 200 million yuan in angel round financing [23]. Key Company Announcements - Chipmaker Xindong Lian Ke is developing a six-axis IMU chip targeting the robotics and intelligent driving markets [24]. - Yachuang Electronics expects to begin mass shipments of humanoid robot products in the second half of 2025 [24]. - Changhua Group is advancing its planetary roller screw technology for humanoid robots and has completed production line design for a planned annual output of 200,000 sets [24][25]. - Estun's second-generation humanoid robot Codroid02 is currently undergoing small-scale validation in industrial settings [26].
2.5亿!全球人形机器人最大单诞生,深圳公司拿下
36氪· 2025-09-05 11:18
Core Viewpoint - UBTECH has secured the largest global contract for humanoid robots, amounting to 250 million yuan, marking a significant milestone in the humanoid robotics industry [6]. Group 1: Contract Achievements - UBTECH announced a procurement contract for humanoid robot products and solutions with a well-known domestic enterprise, valued at 250 million yuan, which is currently the largest contract in the global humanoid robot sector [6]. - Previously, UBTECH also secured a major contract worth 90.51 million yuan with MiYi (Shanghai) Automotive Technology Co., indicating its strong market position [7]. Group 2: Product Details - The latest contract focuses on the Walker S2 humanoid robot, which features an innovative autonomous hot-swappable battery system, allowing for continuous operation 24/7 [8]. - The Walker S2, launched in July, utilizes the BrainNet 2.0 technology for autonomous and collaborative operations, with plans to deliver 500 units this year for the smart manufacturing industry [8]. Group 3: Strategic Partnerships - On August 31, UBTECH signed a strategic partnership agreement with Infini Capital, involving a financing credit line of 1 billion USD to support funding and industrial collaboration [10]. - The partnership aims to invest in the humanoid robot supply chain and expand into the Middle East market, including plans for a joint venture and the establishment of a super factory and R&D center in the region [10]. Group 4: Market Trends - The demand for humanoid robots is increasing, with several large orders reported this year, indicating a shift from pilot projects to bulk procurement in industrial applications [12]. - This trend suggests that downstream companies are beginning to incorporate humanoid robots into their long-term production plans, potentially leading to cost reductions and expanded applications in the future [12].
优必选:屡获创记录订单,有望领跑人形机器人“落地比拼”阶段
Ge Long Hui· 2025-09-05 07:01
Core Insights - Company UBTECH Robotics has secured a procurement contract worth 250 million yuan for humanoid robot products and solutions, marking a record for the largest single contract in the humanoid robot industry [1] - The company reported a 27.5% year-on-year revenue growth to 621 million yuan for the first half of 2025, with a significant reduction in losses, indicating a successful transition towards commercialization of humanoid robots [1][8] Group 1: Commercial Validation - The company has made significant investments in key technologies such as high-performance servo drives and multi-modal interaction, establishing a full-stack closed loop from perception to execution [2] - The Walker S2 model has been upgraded to allow for 24/7 operation with a three-minute battery swap feature, addressing long-standing industry challenges [4] - The company has signed the world's first small-batch procurement contract for industrial humanoid robots, demonstrating its capability to deliver market-ready products [6] Group 2: Financial Foundation - The company’s cash flow has improved, with cash and equivalents reaching 1.157 billion yuan, sufficient to cover one year of capital expenditures [9] - A strategic partnership with Infini Capital has been established, providing a credit line of 1 billion USD, enhancing the company's financial flexibility for future developments [9] - The company aims to enhance its production capacity to a thousand units this year, integrating humanoid robots with logistics solutions to improve delivery efficiency [7] Group 3: Market Outlook - The humanoid robot market is projected to reach 154 billion USD by 2035, driven by labor shortages and rising costs in China's manufacturing sector [8] - Major financial institutions have raised their target prices for UBTECH Robotics, reflecting a positive outlook on the company's growth potential in the automation and robotics sector [10][11]
优必选再获2.5亿大单,Walker S2成“吸金王”
Jing Ji Guan Cha Wang· 2025-09-05 01:33
Company Highlights - UBTECH has secured a significant procurement contract worth 250 million yuan for its humanoid robot product and solutions, following a previous order of nearly 100 million yuan [1] - The Walker S2 humanoid robot features a pioneering autonomous hot-swappable battery system, enabling 24/7 uninterrupted operation, which is crucial for industries with high production continuity demands [1] - The Walker S2 has already generated nearly 400 million yuan in contracts, with approximately 50 million yuan in orders delivered in the first half of the year [3] Technological Advancements - The Walker S2 is equipped with the BrainNet 2.0 network and the Co-Agent technology, allowing for autonomous operation and collaborative work among multiple robots [2] - This technology enhances operational efficiency by enabling robots to communicate and adjust tasks based on battery status, thus minimizing delays caused by individual robots needing to recharge [2] Industry Trends - The humanoid robot market is experiencing rapid growth, with the global embodied intelligence market projected to reach 19.525 billion yuan by 2025, and China's market expected to be 5.295 billion yuan, accounting for approximately 27% of the global market [4] - Advancements in AI, sensors, and mechanical manufacturing are continuously improving the intelligence and application capabilities of humanoid robots, leading to broader application scenarios in various sectors [4]