融资潮再起 | | 7月部分机器人企业融资事件 | | | | --- | --- | --- | --- | | 公司 | 简介 | 轮次 | 金额 | | 众擎机器人 | 具身智能通用机器人产品研发的厂商 | A轮 | 10亿人民币 | | 千寻智能 | 通用人形机器人技术研发商 | Pre-A轮 | 6亿人民币 | | 汉阳科技 | 消费级智能庭院维护机器人研发、生产商 | B+轮 | 数亿 | | 跨维智能 | 具身智能技术的研发与创新服务商 | A+轮 | 数亿人民币 | | 汉阳科技 | 消费级智能庭院维护机器人研发、生产商 | B+轮 | 数亿人民币 | | 海桓科技 | 工业防腐智能制造装备与整体解决方案服务商 | B轮 | 数亿人民币 | | 星海图 | 具身智能机器人研发商 | A+轮 | 1亿美元 | | 它石智航 | 具身智能初创公司 | 天使轮 | 1.22亿美元 | | 小雨智造 | 一脑多形的具身机器人平台公司 | A+轮 | 数亿人民币 | | 星动纪元 | 具身智能以及通用人形机器人技术和产品 | A轮 | 5亿人民币 | | 云深处科技 | 四足机器人产品研发商 | C+轮 ...

为什么人类大脑毫不费力就能完成的认知成就，AI到现在都无法复制？"AI之父"杰弗里·辛顿曾说，"我一直坚 信，实现人工智能的唯一途径是以类似于人类大脑的方式进行计算。"那么是不是当我们了解大脑，AI就能突破 现有的局限，真正拥有像人类一样的认知能力？ 我们的大脑蕴藏着待解的进化密码，而AI的未来或许正系于此。于是麦克斯·班尼特在他的新书《智能简史》 中，通过独创性框架，将庞杂的人类进化史凝练为"五次突破"，架起神经科学与AI的桥梁，讲述大脑的进化史 诗，并揭示这一历程如何塑造下一代AI革新。同时，他结合了AI科学的前沿进展，指出当前AI系统在哪些领域 已比肩或超越人脑，又在何处仍显不足。 本文摘选自《智能简史》，为科学作家万维钢为本书所做的序言，有删节。荐读之。 《智能简史》 [ 美 ] 麦 克 斯 · 班尼特 译者：林桥津 出版时间：2 0 2 5年6月 出版社：中译出版社 你现在待在洞穴里，外面视线可及的范围内有个猎物，你很想出击。 爬行动物面对这种局面都是感觉不错就出手，万一中间遇到什么事儿就临时见招拆招，但我们的哺乳动物 祖先不会如此。它的"超能力"是想象和短期计划。 等会儿我冲刺，猎物会往哪个方向跑 ...

来源：科技日报 科技日报东京7月23日电 （记者李杨）由中日青年产学联合会主办的"数字时代·中日未来制造业论坛"第 19次演讲会日前在东京立正大学品川校区举行。本次论坛以中国人工智能专家谢德刚的线上主题演讲为 核心，并首次在论坛中引入实时中日同声字幕翻译，结合日本在地讨论会发言人进行现场互动点评。线 上线下共有近百名来自两国的企业代表、学者、媒体与青年AI从业者参与交流。 论坛回顾了感知AI、生成式AI，以及具身AI的演进路径，指出中国最新大模型如DeepSeek、Qwen3、 豆包、混元、ERNIE等正向多模态、场景化和效率优化迈进，并预测2025年将成为商业化分水岭。 从落地与行业应用方面看，中国家用机器人、智能眼镜和自动驾驶技术正在走出实验室；视觉内容生成 以及教育AI快速崛起。今年一季度已有491家机构参与生成式人工智能融资，其中59家融资超亿元。 论坛讨论了中日两国各自的优势与挑战。中国以海量数据、政策支持、产业协同和人才储备构建发展优 势；日本在日语处理、隐私安全、精密制造与医疗机器人方面保持独特优势。双方有望在智慧制造、医 疗健康、生成式应用、开源模式与人才培养等领域展开战略协作，发展全球竞争力 ...

Group 1 - The application of AI presents a rare opportunity for traditional manufacturing industries, emphasizing the need for scenario-driven applications [1][3] - AI enhances user experience and requires companies to rapidly adapt their thinking and respond to market demands, particularly in decision-making processes [3][5] - AI is expected to replace repetitive jobs while simultaneously creating new positions, necessitating societal adjustments in training and job transitions [5][6] Group 2 - The development of AI and robotics is driven by market demand and application scenarios, with companies like Haier already investing in both industrial and household robots [9][11] - Continuous progress and adaptation to technological changes are crucial for companies in the robotics sector to remain competitive [11] - The importance of establishing supportive policies and ethical regulations before implementing AI in business projects was highlighted, with a call for employee involvement in standard discussions [8]

各位上午好今天是6月20号星期五欢迎来到摩根士丹利周五新经济板块热点前瞻在线直播我是中国工业分析师钟盛请注意本次会议仅向摩根士丹利的机构客户以及财务顾问本会议不对媒体开放如果您来自媒体请请退出本次会议随后与我们联系以进一步了解详情 关于重要的信息披露请浏览摩根士丹利的信息披露网页www.morgansdandy.com/.researchdisclosures请注意本次会议内容和您的问题可能会被录音那在本次视频中我将会与我的同事包括中国汽车行业分析师Shirley Wang王斌宇以及 中国消费行业分析师Hildy林嘉余一起讨论我们的智能机器人的报告在过程中您可以随时在屏幕左方的提问消息框里向我们发送问题首先现在将由我开始发言谢谢大家的参与和谢谢大家的时间 我先简单介绍一下我们这次在这周出的关于智能机器人这个板块的报告的一些内容提要随后我会交给Hilde和Shelly分别讲一讲对他们的相关股票的影响那首先呢我们看整个机器人板块不仅仅是指人形机器人也包括 也包括更多的智能机器人在应用在各种领域里面包括工业领域这个商业领域和家庭用途在不同的领域里面我们可以看到这些机器人已经种类已经非常的多从工业机器人我们协作机器人 ...

1、 卧安机器人冲刺港股：年营收6.1亿 "大疆教父"李泽湘孵化 近日AI具身家用机器人系统提供商卧安机器人正式向港交所主板递交上市申请。该公司2015年成立于深 圳，由"大疆教父"李泽湘孵化。其致力于构建以智能家用机器人产品为核心的生态系统，产品矩阵覆盖七 种品类，打造出42款AI具身家用机器人产品，可应用于智能操控、家务劳动、养老护理等多个场景。 2、 智平方AlphaBot 2进驻东风柳汽工厂"实习" 6月7日，深圳智平方与东风柳汽签署战略合作协议，其通用智能机器人AlphaBot 2将首次进驻东风柳汽工 厂。AlphaBot 2搭载全域全身VLA大模型，诞生不到两个月。此次合作，国产具身大模型首次获汽车制造 全场景验证，AlphaBot 2将在多个场景执行智能化作业。东风柳汽开放的场景将为其提供海量真实数据， 反哺模型迭代，加速其性能提升与泛化能力进化。智平方成立仅两年，此次合作标志着其在VLA技术场景 化应用上再进一步。 3、 触觉机器人手首次实现动态环境下灵巧抓取 近日，由北京大学人工智能研究院、北京大学武汉人工智能研究院、北京通用人工智能研究院、北京大学 工学院和伦敦玛丽皇后大学联合组成的科研团 ...

国家统计局6月9日发布数据显示，5月份，居民消费价格指数（CPI）环比下降0.2%，同比下降0.1%， 扣除食品和能源价格的核心CPI同比上涨0.6%，涨幅比上月扩大0.1个百分点。值得关注的是，5月份， 消费需求持续回暖，叠加假日和各地开展文体娱乐活动等因素影响，宾馆住宿和旅游价格环比分别上涨 4.6%和0.8%，均高于季节性水平，其中宾馆住宿价格环比涨幅创近十年同期新高；夏装换季上新，服 装价格环比上涨0.6%。 转自：新华财经 实需求，与仍处于技术深水区的通用人形机器人相比，家用机器人在技术成熟度、用户体验感等方面， 在当前阶段具有更明显的优势。 6月5日，ST红太阳在其官方微信公众号发布调价函，宣布将97%氯虫苯甲酰胺产品价格调整至30万元／ 吨，限量供应。相较于去年市场价格低点21万元／吨，此次涨价幅度超四成。与此同时，市场迅速作出 反应。6月9日农药板块延续强势，长青股份2连板、广康生化"20CM"涨停创历史新高，联化科技涨停， ST红太阳等多股跟涨，分析人士普遍认为，氯虫苯甲酰胺价格有望出现阶段性上涨行情。后续对于涉 及硝化、氯化等高危化工反应的项目审批和生产监管将进一步趋严，化工行业头部企业在 ...

Core Insights - The home robotics sector is attracting significant investment, with companies like Woan Robotics and LeXiang Technology actively pursuing IPOs and funding rounds [1][2][3] - The market for AI-enabled home robots is expected to grow rapidly, with projections indicating a rise from 5.9 billion yuan in 2024 to 62.4 billion yuan by 2029, reflecting a compound annual growth rate of 60.2% [9] - There is a consensus in the industry that specialized home robots are likely to achieve commercialization faster than general-purpose humanoid robots due to their focus on specific user needs and simpler technological requirements [9][10] Company Developments - Woan Robotics has submitted its IPO application to the Hong Kong Stock Exchange and has developed a comprehensive product matrix covering various home applications, including smart control and elder care [2][11] - LeXiang Technology has completed a significant angel funding round, bringing its total funding to nearly 300 million yuan, focusing on general-purpose small home robots [3][11] - LuMing Robotics, another player in the home robotics space, has also secured multiple rounds of funding, totaling nearly 200 million yuan, and is preparing for mass production of its humanoid robot, LUS [3][5] Market Dynamics - The competition in the home robotics market is characterized by a divide between companies focusing on humanoid robots and those developing specialized robots for specific tasks [7][10] - Industry experts suggest that the design of robots should prioritize functionality over form, indicating that non-humanoid designs may be more practical for certain applications [8][10] - The current technological challenges faced by humanoid robots, such as motion control and environmental perception, highlight the advantages of specialized home robots that have already achieved maturity in their respective functions [10][11]

Core Viewpoint - Hubei Province aims to accelerate its development as a strategic support point for the rise of the central region, with a focus on achieving significant economic growth and enhancing its role in national development [1] Economic Growth Targets - The plan sets two key economic targets: to exceed 7 trillion yuan by 2027 and to reach approximately 9 trillion yuan by 2030 [1] - Hubei's economic contribution to the central region has consistently been over 25% in recent years, with the province's GDP surpassing 6 trillion yuan ahead of schedule [1] Investment and Financial Strategies - The plan emphasizes increasing investment quality and quantity, aiming for private investment to account for around 60% by 2027 [2] - In Q1 2025, state-owned enterprises in Hubei reported total assets exceeding 3 trillion yuan, with a year-on-year revenue growth of 27.8% [2] - The province plans to mobilize over 3 trillion yuan in various investments, focusing on over 400 major projects [3] Industry Development Initiatives - Hubei is set to enhance its strategic emerging industries, including new energy, intelligent connected vehicles, and photonics, with an investment target of 30 billion yuan [3] - The province aims to foster innovation by establishing high-level R&D platforms and increasing the number of high-tech enterprises [3] Financial Innovation and Services - Hubei's financial sector is expected to grow significantly, with a target financial industry value of 2.736 trillion yuan by 2024 [4] - The plan includes initiatives to develop a high-level financial center, focusing on technology finance and green finance [4][5] - The province aims to enhance consumer spending, with a reported 7.3% growth in retail sales in Q1, ranking second nationally [5]

Core Viewpoint - Hubei aims to enhance its economic capacity and strategic support, targeting a GDP of over 7 trillion yuan by 2027 and approximately 9 trillion yuan by 2030, through a comprehensive action plan focusing on six key areas of development [1][2]. Group 1: Economic Development - Hubei's GDP has successfully crossed significant thresholds of 4 trillion, 5 trillion, and 6 trillion yuan, achieving its "14th Five-Year Plan" goals ahead of schedule [2]. - The province's contribution to the economic growth of Central China has consistently remained above 25%, highlighting its pivotal role in regional development [2]. Group 2: Key Development Strategies - The action plan outlines six key strategies to accelerate economic capacity: 1. Accelerate investment expansion and quality improvement, aiming for private investment to reach around 60% by 2027 [3]. 2. Accelerate consumption expansion to meet high-quality demand, supporting the development of new consumer products and upgrading large wholesale markets [3]. 3. Accelerate the cultivation of market entities, targeting 3.2 million enterprises by 2027 and 4 million by 2030 [3]. 4. Accelerate financial innovation to establish a high-level financial center, focusing on technology finance and rural financial reforms [4][6]. 5. Accelerate quality enhancement to build high-value brands and advance manufacturing clusters [4]. 6. Accelerate supply chain efficiency, aiming to establish an international resource allocation center by 2030 [5]. Group 3: Financial Tools and Support - The financial sector will play a crucial role in supporting economic growth through various tools, including investment, loans, insurance, and guarantees [6][7]. - Initiatives include establishing a "venture capital + industrial investment" fund system, promoting credit loans for technology enterprises, and enhancing the service system for companies seeking to go public [7].