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具身智能时代,为什么「轮子」比「双腿」更受资本青睐?
机器人大讲堂· 2025-07-10 03:52
在此背景下,思岚科技通过深度解构机器人底层逻辑,针对机械臂工作场景的特殊需求,推出了革命性的 48V具身智能机器人通用底盘赫尔墨斯(Hermes)。 这一突破性产品不仅重新定义了具身智能机器人的通 用标准,更推动了机器人底盘从传统 "移动工具"向现代"智能运动中枢"的范式转变。 "轮式设计正成为新选择"这一技术趋势也同样反映在资本市场: 专注于轮式人形机器人的银河通用在 6月斩 获11亿元融资,推出星动Q5的星动纪元也获得5亿元资金加持。这些资本动向清晰地表明,轮式方案正在获 得行业的高度认可。 ▍推出48V Hermes,定义具身智能机器人通用底盘 2025年,人形机器人行业出现了一个值得关注的技术转向: 轮式移动方案正在获得越来越多企业的青睐。 行业动态显示,这一趋势正在加速: 6月,珞石机器人发布轮式人形机器人Helios,星动纪元也紧随其后推 出了轮式服务机器人星动Q5;7月,千寻智能重磅发布全力控轮式人形机器人Moz1,智元机器人也发布能在 轮式足式两种形态之间切换的人形机器人灵犀X2-N…… "人类真的需要机器人像人一样走路吗?还是说我们只需要它们高效完成任务?"机器人教父Rodney Brook ...
AI早报 | 美知名投资人预测:AI 将造就全球首位万亿富翁;有学者被曝在论文中植入提示词,诱导 AI 给出正面评价
Sou Hu Cai Jing· 2025-07-08 00:26
美知名投资人大胆预测:AI 将造就全球首位万亿富翁 7月7日,据新浪财经,有媒体报道美国亿万富翁投资人马克・库班日前在《High Performance》播客中 盛赞 AI 的潜力,他表示,AI 将催生全球首位万亿美元富翁,而且这人很可能并非传统富豪。 库班与许多企业高管看法一致,认为 AI 的影响不亚于互联网或云计算的诞生。他认为,谁若能让 AI 真正成为大众生活的基础工具,将会赚得盆满钵满,而这可能正是一位在地下室默默打磨代码的开发 者。 他身体力行,大量使用 AI 工具。不过,他也坦承 AI并非无懈可击,出错在所难免,使用者应保持警 觉,不可盲目信赖。"我并不是说 AI 会取代所有人的工作 —— 它做不到。" 谷歌AI制药将进行首次人体试验 7月7日,据智通财经,Isomorphic Labs总裁兼谷歌DeepMind首席商务官Colin Murdoch透露,Isomorphic Labs由AI设计的药物准备启动首次人体试验。 该公司正在利用AI技术辅助开发抗癌药物。Isomorphic Labs于2021年由谷歌DeepMind分拆而来,其诞 生于DeepMind最知名的突破研究之一——AlphaFo ...
再获超5亿融资,“伯克利”机器人大牛领衔,人形机器人出货量超200台!
Robot猎场备忘录· 2025-07-07 16:23
国内头部人形机器人企业【星动纪元】5亿元A轮融资! 温馨提示 : 点击下方图片,查看运营团队6月最新原创报告(共235页) 说明: 欢迎约稿、刊例合作、行业交流 , 行业交流记得先加入 "机器人头条"知识星球 ,后添加( 微信号:lietou100w )微信; 若有侵权、改稿请联系编辑运营(微信:li_sir_2020); 正文: 2025年7月7日,"清华系"人形机器人创企创企【 北京星动纪元科技有限公司 】(以下简称"星动纪元") 完成 5亿元 A 轮融资, 本轮融资由鼎晖资本和海尔资本联合领 投,厚雪资本、华映资本、襄禾资本、丰立智能等财务机构及产业资本跟投,老股东清流资本、清控基金等机构继续追加投资。 本轮融资将用于人形机器人软硬技术的研发与量产落地 ,推动"模型-本体-场景数据"闭环飞轮高速运转。 | | 融资历程 4 | | 退出方信息 0 | 核心人员 1 | | 上榜榜单 3 | | 相关竞品 19 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 融资历程 4 | | | | | | | 〔 导出数据,联系商务 | © 企 ...
具身智能赛道加速发展:星动纪元完成近5亿元A轮融资,行业融资热潮持续
Jing Ji Guan Cha Wang· 2025-07-07 08:53
Core Insights - The company "Star Motion Era" has completed nearly 500 million RMB in Series A financing, led by Dinghui VGC and Haier Capital, with participation from other investors, to enhance humanoid robot technology development and mass production [2] - The humanoid intelligence sector is experiencing a financing boom, with significant investments in companies like Yushut Technology and Galaxy General, indicating a rapid growth phase in the industry [2][5] - Star Motion Era has established partnerships with 9 of the top 10 global tech giants and has delivered over 200 products this year, with more than 50% of orders coming from overseas [3][4] Company Developments - Star Motion Era has made significant progress in technology research and commercialization, completing a business layout from "research - industry - service" [3] - The company is focusing on high-value scenarios in large-scale industries, collaborating with partners like Beizhi Technology and Haier to enhance logistics and retail service experiences [3] - The development of the VLA model ERA-42 allows robots to perform complex operations through voice commands, showcasing advancements in both model and hardware capabilities [4] Industry Trends - The humanoid intelligence sector is entering a high-growth phase, with increased capital inflow and rising valuations for leading companies [5] - Despite the capital enthusiasm, the industry faces challenges such as environmental perception, hardware stability, and data accumulation, which are critical for large-scale commercialization [6][7] - The industry is at a pivotal moment, transitioning from "technology validation" to "commercial validation," requiring deep integration of algorithms, hardware, data, and scenarios [7]
星动纪元完成近5亿元A轮融资:客户已覆盖全球市值TOP 10科技巨头中的9家
IPO早知道· 2025-07-07 04:41
今年已累计交付超 200台产品 「模型+本体」技术突破驱动全球商业化落地。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 星动纪元 日前 完成近 5亿元A轮融资。本轮融资由鼎晖资本和海尔资本联合领 投,厚雪资本、华映资本、襄禾资本、丰立智能等知名财务机构及产业资本跟投,老股东清流资本、 清控基金等机构持续加码。华兴资本担任本轮独家财务顾问。 本轮融资将用于人形机器人软硬技术的研发与量产落地,推动 "模型-本体-场景数据"闭环飞轮高速 运转。 成立于 2023年8月 的 星动纪元 作为 清华大学唯一持股的具身智能企业 , 从成立起便坚持软硬一 体的技术路线,致力于打造物理世界中的通用智能体,从而实现机器人赋能千行百业、走进千家万户 的愿景。 客户覆盖 全球市值 TOP 10科技巨头 的 9家 值得一提的是,在 具身智能 尚 处商业化探索初期 的当下 ,星动纪元已 获得了 亮眼的商业化成 绩。 具体来讲: 星动纪元今年已交付超 200台产品,另有上百订单量产交付中 ; 全球市值 TOP 10的科技巨头 中,9家为星动纪元客户 ;而在全球化布局方面 ...
小米发布AI眼镜,魅族前高管拆台,称没啥AI能力;DPU明星企业暴雷!欠薪数月、0赔偿裁员:HR直言就是不发丨AI周报
创业邦· 2025-06-28 09:04
Core Insights - The article highlights significant developments in the AI industry, including company performances, product launches, and investment activities, reflecting the rapid growth and innovation in the sector. Group 1: Company Performances - Yushutech's CEO Wang Xingxing announced that the company has around 1,000 employees and annual revenue exceeding 1 billion yuan, driven by the growing interest in embodied intelligence [5]. - Alibaba reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan, largely due to strong AI demand [8]. - Ant Group launched the AI health application AQ, connecting over 5,000 hospitals and nearly 1 million doctors, enhancing healthcare accessibility [9][10]. Group 2: Product Launches - Xiaomi introduced the Xiaomi AI glasses, featuring a 12-megapixel camera and support for third-party app video calls, priced from 1,999 yuan [6][8]. - Huawei announced the launch of the HarmonyOS intelligent agent framework, with over 50 applications set to go live, covering various sectors [23]. - The F-TAC Hand, a robotic bionic hand with high-resolution tactile sensing, was developed by a research team, showcasing advancements in robotics [19]. Group 3: Investment Activities - Yushutech completed a C-round financing of approximately 700 million yuan, with a post-investment valuation of about 12 billion yuan, indicating strong investor confidence [22]. - The AI financing events this week totaled 25.996 billion yuan, with an average investment amount of 13.68 million yuan, reflecting ongoing interest in AI startups [70]. - The highest financing event was by Thinking Machines Lab, which raised $2 billion in seed funding, emphasizing the demand for AI technology innovation [71].
制造成长周报(第19期):杭州召开国际人形机器人展览会 蚂蚁集团首次投资灵巧手
Xin Lang Cai Jing· 2025-06-25 11:09
Industry Dynamics - The humanoid robot sector is experiencing significant developments, with various companies announcing new projects and partnerships, including Midea's successful deployment of its self-developed humanoid robot in factories and the release of the Star Motion Q5 intelligent robot [1] - The 3D printing equipment production in May saw a year-on-year increase of 40% [1] Government News - The China Securities Regulatory Commission (CSRC) announced support for companies in cutting-edge technology sectors to apply the fifth set of listing standards on the Sci-Tech Innovation Board [2] - Several strategic partnerships were formed in the humanoid robot sector, including Demar Technology's agreement with Zhiyuan Robotics and Qinan Co.'s investment in Moxian Technology [2] Key Focus Stocks - The week highlights key stocks such as Longxi Co., Jindi Co., Yirui Technology, Yingliu Co., and Dingyang Technology [3] Investment Insights 1. Humanoid Robots: Focus on value and positioning, emphasizing suppliers with strong capabilities and identifying incremental opportunities in the market, particularly in components like joint modules, dexterous hands, reducers, and motors [4] 2. AI Infrastructure: Continued growth in capital expenditure for data centers driven by AI demand, with key beneficiaries including Hanzhong Precision, Ice Wheel Environment, and Yingliu Co. [4] 3. Low-altitude Economy: Rapid advancements in the low-altitude economy, with a focus on core components such as engines and motors, highlighting companies like Yingliu Co. and Zongshen Power [5] 4. 3D Printing: As an additive manufacturing technology, 3D printing is expected to open market opportunities across various sectors, with key players including Bolite and Huazhou High-Tech [5] 5. Nuclear Fusion: Progress in nuclear fusion energy is seen as a long-term direction for energy transformation, with companies like Yingliu Co. and Jiangsu Shentong being highlighted [5]
制造成长周报(第19期):杭州召开国际人形机器人展览会,蚂蚁集团首次投资灵巧手-20250625
Guoxin Securities· 2025-06-25 09:34
Investment Rating - The report maintains an "Outperform the Market" rating for the mechanical equipment industry [4][30]. Core Views - The humanoid robot sector is highlighted for its growth potential, with a focus on key suppliers and companies with strong market positions. Specific components such as joint modules, dexterous hands, and reducers are identified as critical areas for investment [2][3]. - AI infrastructure is expected to see continued capital expenditure growth driven by demand for data centers, benefiting companies involved in gas turbines and chillers [2]. - The low-altitude economy is progressing rapidly, with a national low-altitude traffic project initiated to standardize air traffic management [3]. - The smart welding robot market is projected to grow significantly, particularly in the steel structure industry, with a market potential nearing 100 billion [3]. - 3D printing technology is gaining traction in various sectors, including aerospace and consumer electronics, due to its advantages in creating complex structures and reducing development cycles [3]. - X-ray detection equipment is experiencing rapid growth driven by demand in healthcare and industrial sectors, with a focus on domestic production of core components [3]. Summary by Sections Industry Dynamics - Recent developments include the introduction of various humanoid robots and AI infrastructure projects, such as the opening of a new data center by Alibaba Cloud in South Korea [1][19]. - The report notes significant growth in 3D printing equipment production, with a year-on-year increase of 40% in May [20]. Government News - The China Securities Regulatory Commission supports the application of the fifth set of listing standards for companies in cutting-edge technology sectors, including AI and low-altitude economy [21]. Company Developments - Notable partnerships and investments include Demar Technology's strategic agreement with Zhiyuan Robotics and Qinan Co., Ltd.'s investment in Moxian Technology [23][24]. - Midea's humanoid robot has successfully begun operations in its factories, marking a significant step in automation [16]. - The launch of the Star Motion Q5 intelligent robot showcases advancements in flexible joint technology and AI control systems [18]. Key Company Earnings Forecast and Valuation - Several companies are rated as "Outperform the Market," including Green's Harmonics, Huichuan Technology, and Zhaowei Electric, with projected earnings per share (EPS) growth for 2024 and 2025 [7][28].
宇树科技完成C轮融资,特斯拉中国储能项目落地 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-06-25 01:28
华安证券近日发布电力设备行业周报:特斯拉签约首个GWh项目,四川鼓励工商储实现 自发自用四川鼓励工商储建设实现自发自用,天津两充两放拉动工商储经济性,欧洲大储招 标数据持续超预期,欧洲补气周期电价上涨,欧洲户储需求持续复苏,中美关税豁免期美国 市场或迎来抢装,建议关注大储以及海外户储预期修复。 以下为研究报告摘要: 主要观点: 光伏:整体需求尚未回升,产业链价格承压持续 本周光伏产业链需求持续走弱,硅料、电池片价格下行,终端订单不明朗,市场信心不 足,供应端产能调整有限,预计短期内行业仍将维持弱势震荡态势。建议关注全年确定性相 对较高的BC产业趋势。 风电:广东红海湾500MW海风设备中标公示,海风项目稳步推进近期,浙江温州 901MW苍南5号海上风电项目公示,华电龙口北100万千瓦海风项目前期技术服务(第一阶 段)启动招标,广东省汕尾市红海湾海域500MW海上风电项目中标结果公示。海风项目开 工进入基本面右侧,关注塔桩环节。 储能:特斯拉签约首个GWh项目,四川鼓励工商储实现自发自用 四川鼓励工商储建设实现自发自用,天津两充两放拉动工商储经济性,欧洲大储招标数 据持续超预期,欧洲补气周期电价上涨,欧洲户储需 ...
星动纪元推出超拟人服务机器人星动Q5,已签订超百单意向订单
IPO早知道· 2025-06-21 01:52
唯一一家清华大学占股的人形机器人企业。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据IPO早知道消息,清华系具身智能企业「星动纪元」日前推出了一款超拟人服务机器人星动Q5。 基于曼妙"小蛮腰"设计 ,被业内戏称为机器人界"小腰精" 。 不妨补充一点, 成立于2023年8月的星动纪元由清华大学交叉信息研究院孵化,是唯一一家清华大 学占股的人形机器人企业。本次星动Q5的发布,某种程度上标志着服务机器人行业正式迈入 "交互 体验升级" 新阶段,并已与海尔智家、世纪金源、天悦酒店等来自制造、连锁零售、连锁酒店、文 旅、养老医疗等业务的企业达成战略签约,意向订单超百单 。 带着服务机器人从拼"功能" 迈入卷"体验" 时代。 对比来看,传统服务机器人动作僵硬、人机交流冰冷,很难引起人们主动与其交流的意愿。星动Q5 靠全身44个高自由度,打造超拟人的外观和动作系统。独特设计"小蛮腰"不但让重心下移,移动更 稳,还让它的身形更贴近真人,高自由度使它能够实现扭腰、握手、摆臂、转头等接近人类肢体的动 作,让人机交互更加自然生动,尤其和老人、小孩互动时,亲和力直接拉满。 搭配拟人化语 ...