在顶层设计上，国家战略的定调与及时的风险调控为产业提供了明确指引。国家发展改革委在2025年11 月宣布，将结合"十五五"规划编制，建立健全具身智能行业准入和退出机制，旨在防范重复产品"扎 堆"上市，营造公平竞争的市场环境。这一从"鼓励发展"到"规范发展"的政策演进，标志着产业治理开 始走向精细化。 地方政府的政策更具突破性和针对性，聚焦产业发展的痛点。北京亦庄发布的"具身智能机器人十条"， 提出了数据采集实训场奖励、二次开发社区支持、"打样券"、人形机器人销售补贴、供应链响应平台支 持等措施，精准赋能具身智能机器人产业发展。深圳、上海等地设定了明确的产业规模和企业培育目 标，形成竞相发展的格局。 复旦大学人类表型组研究院教授刘雳宇认为，近年来出台的人形机器人系列政策"方向抓得准，像帮企 业'划重点'"，尤其在搭建技术平台、鼓励产学研合作方面给予了实实在在的支持。他建议，政策可以 更"下沉"，对需要长期投入的基础材料和核心算法领域，应由政府牵头设立更稳定的长线基金，同时尽 快建立伦理和安全标准。 这些政策落地成果体现在创新平台与数据基础设施建设方面，例如北京人形机器人创新中心研发出 的"具身天工"机器人等代表 ...

Core Insights - The humanoid robot industry in China is expected to transition from technology validation to large-scale commercialization by 2025, driven by supportive and regulatory policies that encourage self-research in algorithms and hardware [1][3][4] - The industry is witnessing a solid foundation for substantial breakthroughs in 2026, with a clear technological path and validated business models [1][3] Policy Framework - A multi-layered support system has been established, combining national strategic guidance with local government measures to address industry challenges [1][3] - The National Development and Reform Commission announced plans to create an entry and exit mechanism for the embodied intelligence industry to prevent market saturation and promote fair competition [1][4] - Local policies, such as Beijing's "Ten Measures for Embodied Intelligent Robots," provide targeted support, including training rewards and sales subsidies [3][4] Technological and Capital Development - The humanoid robot industry has made significant technological advancements, shifting focus from flashy demonstrations to scalable applications, with cost and reliability being top priorities [4][5] - Companies like Xingdong Jiyuan and Leju Robotics have secured substantial funding, indicating strong investor interest due to their self-research capabilities and clear commercialization results [7][8] Market Trends and Future Outlook - The 2025 World Artificial Intelligence Conference showcased robots ready for practical applications in manufacturing and logistics, indicating a clear path toward scalable deployment [8][10] - Predictions suggest that 2026 will see a wave of large-scale deliveries in sectors like logistics and industrial manufacturing, with humanoid robots increasingly taking over repetitive tasks [10][11] - Companies are also looking to expand internationally, targeting emerging markets with tailored products to meet specific regional needs [10][11]

北京市经济和信息化局副局长姜洪朝在发布会上对近年北京人形机器人产业发展特点进行了介绍。 中新网北京12月25日电 (记者 吕少威)2026北京亦庄人形机器人半程马拉松新闻发布会25日在京举行。 记者从发布会上获悉，北京人形机器人整机单位超过30家，位居国内前列，已培育出北京人形机器人创 新中心、银河通用、松延动力、加速进化、星动纪元等一批国内领先企业。 12月25 产业领域投资并积极引导社会资本投入；另一方面，推动产学研协同创新和国际合作，建设人形机器人 产业育新基地，整合上下游资源形成产业集聚效应，依托机器人半马赛事、机器人运动会、机器人大会 等平台，吸引国际顶尖机构和企业来京交流合作。 姜洪朝表示，2026年是人形机器人进一步加快场景和应用落地的关键一年，也是相关企业加速整机中试 和量产的关键一年。北京市将继续在技术攻关、产品供给、应用落地和产业生态等方面加大支持力度。 加快关键核心技术攻关。支持高校、科研院所开展前沿技术探索，加强前沿基础理论创新，针对不同路 线做好技术储备；本体方面，组织整机和零部件企业联合定义产品并开展协同攻关，提升本体硬件水 平。系统化推进人形机器人专用芯片自主可控攻关；具身智能方 ...

12 月 11 日，北京人形机器人创新中心发布全国首个全自主无人化人形机器人导览解决方案。该方案以 "慧思 开物" 通用具身智能平台为核心，整合全自主导览、拟人化交互、多机调度及全局IOT联动能力，可适配展 厅、商场、文旅等多元场景。 ▍ 全自主技术核心在于 "慧思开物" 打通的技术闭环 "慧思开物" 由北京人形机器人创新中心 在今年 3月正式发布，是全球首个 "一脑多能""一脑多机" 的通用具身 智能平台，其核心能力围绕 "感知 - 决策 - 执行" 全链路闭环展开，该技术 依托 AI大模型驱动的具身"大脑"、 数据驱动的具身"小脑"，搭配多模态融合感知系统 ，使得具身天工人形机器人 打破人工遥控依赖，实现导览 讲解 全流程独立运作。 值得注意的是，具身天工机器人的自主控制技术早在今年 4 月亦庄人形机器人马拉松期间已开展早期验证， 马拉松赛事过程中具身天工机器人实现了全场唯一全赛段的半自主运动控制；而在今年 8 月冰丝带举办的世 界人形机器人运动会上，具身天工机器人又一次成为全场唯一完成全赛段全自主的运动控制人形机器人，同时 取得了"百米飞人"的冠军称号。 作为技术体系的 "感知基石"，多模态融合感知系统 ...

Group 1: National Unified Market - The Central Economic Work Conference emphasized the need to establish a national unified market construction regulation and to address "involution" competition [1] - The construction of a national unified market is seen as a key economic engine, expected to release significant "institutional dividends" and "efficiency dividends" over the next 3-5 years [1] - The focus is on eliminating bottlenecks and reducing costs, which will benefit companies involved in resource integration and efficiency improvement [1] Group 2: Robotics - The Beijing Humanoid Robot Innovation Center launched the first fully autonomous humanoid robot navigation solution in China, integrating various capabilities for diverse applications [2] - The core technology relies on a closed-loop system that allows robots to operate independently without human control, enhancing the potential for widespread industrial applications [2] Group 3: Communication - Huawei, Alipay, and China Mobile Internet signed a cooperation agreement to initiate an intelligent communication era with "Communication as a Service" (CaaS) [3][4] - This collaboration aims to transform traditional communication into an intelligent service platform, enhancing user experience and expanding service capabilities [4] Group 4: Drones - The "Jiutian" drone successfully completed its first flight, featuring a modular design and advanced capabilities, positioning it as a leading product in the global market [5] - The drone is expected to fulfill military and civilian logistics needs, with significant market value anticipated as orders are fulfilled in the coming years [5] Group 5: Storage Chips - The storage chip market is experiencing a significant decline in transaction volume due to rising prices and limited supply, with NAND resource prices increasing by over 100% [6] - The shortage of NAND chips is expected to persist, with many manufacturers facing inventory challenges that could impact future supply [6] Group 6: Controlled Nuclear Fusion - Multiple new controlled nuclear fusion projects are set to launch, indicating a shift towards industrialization and increased demand within the sector [7] - The industry is entering a phase of intensive bidding, with significant capital expenditures expected to support ongoing project developments [7] Group 7: Tungsten - Prices for tungsten products have risen, driven by tightening supply and increasing demand across various sectors [8] - The global tungsten supply is expected to remain constrained, supporting high price levels in the coming years [8]

首先是多模态融合感知系统作为"感知基石"，该系统通过创新地融合多模态传感器信息，能够精准捕捉环境中的语义属性与几何特征，为导览机器人的任务 规划和导航决策提供关键技术支撑。在导览过程中，导览机器人能够识别区分人流、展品、障碍物等目标，并实现精准导航和稳定移动。 得益于"慧思开物"平台的全域互联能力，让导览机器人成为场景智能中枢。依托平台兼容MQTT、TCP/IP等主流协议的开放接口，导览机器人可自主完成对 全场景IOT设备的精准操控，无需人工干预即可实现导览与演示的无缝衔接。当导览机器人引导宾客抵达核心展区时，平台自主触发指令：控制展区灯光、 大屏幕自动切换视频、场景演示内容同步启动演示，整个联动过程响应延迟低至 50毫秒以内。 新华财经北京12月11日电（记者孙广见）11日，北京人形机器人创新中心发布全自主无人化人形机器人导览解决方案。据了解，该方案以"慧思开物"通用具 身智能平台为核心支撑，深度整合全自主导览、拟人化交互、多机调度、全局IOT联动等关键能力，可覆盖展厅导览、商场导购、业务讲解、文旅景区等多 元场景，为人形机器人规模化落地导览导购场景奠定关键基础。 北京人形机器人创新中心CTO唐剑介绍，具身 ...

"跟人类一样，我们上半身90%的动作都是靠手完成的，人形机器人要想灵活操作，这双手可一点都不能马虎。"12月11日，北京人形机器人创新中心（下 称"北京人形"）展厅内，天工2.0化身讲解员为在场观众带来科普讲解。据悉，这也是北京人形发布的全国首个全自主无人化人形机器人导览解决方案。 此外，数据驱动的具身"小脑"承担"执行终端"职责，通过端到端技能执行模型，精准优化步态参数与动作协同，确保"大脑"的决策能精准落地。具身"小 脑"还能够实时分析环境数据，遇人流拥堵时自动启动路径重新规划，实现任务与环境的动态适配。最终形成从环境感知、任务决策到动作执行的完整闭 环，让全自主无人化导览真正走进现实。 而"多机协作"能力的落地，可通过"慧思开物"多智能体调度机制，根据导览场景需求自主调用其他演示机器人，实现了导览从"单点讲解"到"多机联动"的 升级。 该方案以"慧思开物"通用具身智能平台为核心支撑，深度整合全自主导览、拟人化交互、多机调度、全局IOT联动等关键能力，可覆盖展厅导览、商场导 购、业务讲解、文旅景区等多元场景，为人形机器人规模化落地导览导购场景奠定关键基础。 "我的另外三位好兄弟组成的'打工天团'，马上要为 ...

大公司： 夸克AI眼镜"一机难求"，核心供应商曝已新增产线 夸克AI眼镜"爆单"后，市场需求远超预期，线上线下"一机难求"。夸克AI眼镜的一些核心供应商披露， 目前已新增一条产线，产能将从下周陆续释放。来自立讯的内部人士透露，夸克的工作人员上个月就已 经密集在盯出货，"他们在我们的工厂内新增了一条组装产线。"夸克AI眼镜的一位内部人士也透露，团 队目前最大的目标是明年1月能够充分释放产能，赶上春节消费热潮。 腾讯混元：英文名称简化为Tencent HY 36氪获悉，腾讯混元发文称，之前有不少用户反馈腾讯混元英文名（Tencent Hunyuan）不好识别和发 音。经过慎重考虑，决定把腾讯混元英文名称从Tencent Hunyuan简化为Tencent HY。从混元2.0开始， 将使用这一名称，最新推出的模型为：Tencent HY 2.0 Think 和 Tencent HY 2.0 Instruct。 金达威：公司辅酶Q10的改扩建项目进展顺利 完全达产后年产能为920吨 36氪获悉，金达威公告，辅酶Q10是公司的主要产品之一，公司辅酶Q10的改扩建项目进展顺利，基建 主体已基本完成，完全达产后年产能为92 ...

Core Viewpoint - The Beijing Humanoid Robot Innovation Center has launched the first fully autonomous humanoid robot tour guide solution in China, which integrates various advanced technologies to facilitate diverse applications in exhibition halls, shopping malls, business presentations, and cultural tourism sites [1] Group 1: Technology and Innovation - The solution is based on the "Wisdom Opens Things" general embodied intelligence platform, which integrates autonomous guiding, human-like interaction, multi-machine scheduling, and global IoT linkage capabilities [1] - The core of the fully autonomous guiding capability is a closed-loop technology system built on the "perception-decision-execution" framework, driven by AI large models and a data-driven approach [1] - The collaboration of the embodied "brain," data-driven "small brain," and multi-modal perception system allows the robot to operate independently without human control throughout the guiding process [1] Group 2: Application and Future Prospects - The solution is expected to be widely applicable in various scenarios, including exhibition guiding, shopping assistance, business explanations, and cultural tourism [1] - Future applications will leverage multi-machine collaboration and comprehensive connectivity to enhance user experiences across different environments [1]

Core Insights - The article highlights the launch of China's first fully autonomous humanoid robot tour guide solution, named "Wisdom Opens Things," which integrates multiple key capabilities for large-scale deployment in various scenarios [1][3]. Group 1: Solution Features - The solution focuses on four core capabilities: fully autonomous guiding, human-like interaction, multi-robot scheduling, and global IoT integration, making it adaptable for exhibition tours, shopping mall guidance, business presentations, and cultural tourism services [3]. - The core advantage lies in its open interface design, compatible with mainstream protocols like MQTT and TCP/IP, allowing the guiding robots to autonomously and accurately control all IoT devices in the environment without human intervention [3]. Group 2: Performance and Impact - In practical applications, the solution demonstrates high responsiveness, with the platform triggering linked commands to control lighting, video updates, and scene demonstrations with a response delay of under 50 milliseconds, providing a smooth and immersive service experience [5]. - This launch not only showcases technological breakthroughs in the humanoid robot field in Beijing but also fills a market gap for fully autonomous services in such scenarios [5].