1月9日，A股市场震荡上行，沪指涨近1%，时隔10年重回4100点。截至10:50，机器人ETF基金（159213）涨超2%，资金持续涌入机器人板块，机器人ETF 基金（159213）盘中强势吸金2100万元，加上今日已连续9日强势吸金超2亿元！ 【机器人ETF基金（159213）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算极重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 1.09% | 10.31% | | 2 | 300124 | 汇川技术 | 机械设备 | 1.43% | 9.98% | | 3 | 601689 | 拓普集团 | 汽车 | 2.17% | 7.60% | | 4 | 002236 | 大华股份 | 计算机 | 1.30% | 4.45% | | 5 | 002008 | 大族激光 | 机械设备 | 9.44% | 4.12% | | 6 | 688777 | 中控技术 | 机械设备 | 1.21% | 3.90% | | 7 | 688169 ...

2026年1月7日，韩国总统李在明到访上海市并出席"中韩创新创业论坛"，期间在会场外的展览展示区域与智元创新（上海）科技股份有限公司的智元远征 A2人形机器人进行了互动。 李在明正在与远征A2机器人握手 同一时间，在美国拉斯维加斯举行的国际消费电子展（CES 2026）上，智元机器人展示了其具身智能生态。 在展会上，智元机器人展出了包括远征A2、灵犀X2、精灵G2、酷拓D1在内的多款人形机器人产品。远征A2在现场运用多语种进行交互并表演舞蹈；灵犀 X2展示了舞蹈与太极；酷拓D1四足机器人搭载RL强化学习运控算法，适用于复杂地形巡检。同时展出的还有用于精细化操作的OmniHand灵巧手系列产 品。 智元机器人在CES 2026开幕日发布了首个大语言模型驱动的开源仿真平台Genie Sim 3.0。该平台基于NVIDIA Isaac Sim，融合三维重建与视觉生成技术，能 够快速生成高保真数字孪生环境。平台利用MetaCam手持3D激光扫描仪，结合高分辨率RGB、LiDAR点云与RTK定位，实现真实环境的毫米级复刻；通过 视觉生成模型合成新视角图像；对于任意物体，仅需一段60秒环拍视频即可生成带精确网格的仿真模型 ...

【机器人ETF基金（159213）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万—级行业 | 涨跌幅 | 估算极重 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 002230 | 科大讯飞 | 计算机 | 1.60% | 10.34% | | 2 | 300124 | 汇川技术 | 机械设备 | -0.13% | 10.14% | | 3 | 601689 | 拓管集团 | 汽车 | 0.44% | 7.70% | | 4 | 002236 | 大华股份 | 计算机 | 0.10% | 4.51% | | 5 | 002008 | 大族激光 | 机械设备 | -2.62% | 4.28% | | 6 | 688169 | 石头科技 | 家用申器 | 1.08% | 3.87% | | 7 | 688777 | 中控技术 | 机械设备 | 6.90% | 3.73% | | 8 | 002472 | 双环传动 | 汽车 | 0.76% | 3.72% | | ਰੇ | 688017 | 绿的谐波 | 机械设备 | 0.39% | 2.88% | ...

机器人ETF嘉实(159526)紧密跟踪中证机器人指数，指数选取系统方案商、数字化车间与生产线系统集 成商、自动化设备制造商、自动化零部件商以及其它机器人相关标的，聚焦机器人全产业链。 没有股票账户的场外投资者可以通过机器人ETF嘉实联接基金(024620)全面布局机器人产业发展机会。 此外，1月7日，中韩创新创业论坛在上海举办。近300名来自中韩两国智能制造、新材料、人工智能等 领域的企业代表参加论坛。其中，智元机器人展位上展出的远征A2全尺寸人形机器人吸引了众多关 注。据介绍，智元远征A2是面向商业服务与文娱商演场景、全球首个实现规模化商业部署并获得中美 欧三重认证的全尺寸通用人形机器人，曾荣获国家级CR001认证。 东莞证券表示，当前，中国人形机器人行业投融资活跃，资本正加速涌入，展现出市场对行业前景的高 度认可，有望推动人形机器人的商业化落地和规模化生产。根据GGII和中商产业研究院的统计，2024 年中国人形机器人市场规模约为12.54亿元，预计中国人形机器人市场规模将从2025年的约23.98亿元增 长至2030年的254.04亿元，年复合增长率达60.33%。 数据显示，截至2025年12月31 ...

Core Viewpoint - The company Zhiyuan will showcase a full range of products at CES, highlighting advancements in interactive and motion intelligence technology [1] Group 1: Product Showcase - Zhiyuan will present its entire product lineup, including group control dance systems and various interactive/motion intelligence devices [1] - Featured products include the Zhiyuan Expedition A2, Zhiyuan Lingxi X2, Zhiyuan Spirit G2, Zhiyuan D1 series, and the Agile Hand [1]

Core Insights - The performance of robots from Zhiyuan and Yushu at the GDPS 2025 marks a significant step towards the commercialization of embodied intelligence robots, with 2025 being viewed as the year of mass production [1] - The current state of the embodied intelligence industry is characterized by a "three hot, three cold" phenomenon, indicating a disparity between technological advancements and practical applications [6] Industry Development - The embodied intelligence industry in China is in its early stages, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 [3] - Over 100 financing events occurred in the humanoid robot sector in 2025, with total investments exceeding 20 billion yuan, pushing the valuations of leading companies like Zhiyuan close to 20 billion yuan [3] Challenges and Opportunities - The industry faces challenges such as incompatible hardware interfaces and data formats, leading to data silos, despite advancements in technology [6] - There is a pressing need for standardized safety certifications and performance evaluation metrics to build user trust in robotic products [6] Standardization and Collaboration - Industry experts emphasize the necessity of establishing standards to unify efforts and facilitate the growth of the trillion-yuan market [6][7] - A flexible standardization approach is advocated, allowing for both rigid safety protocols and adaptable guidelines for innovation [7] Market Dynamics - The future of the embodied intelligence sector may mirror the trajectory of the autonomous driving industry, with potential for a few dominant players to emerge alongside numerous startups in the supply chain [9] - The industry is expected to see significant investment opportunities in high-barrier core component sectors, while the downstream market may diversify [10] Data and Technology - High-quality, large-scale data is identified as a critical competitive advantage for training embodied intelligence systems [10] - The industry must transition from imitation-based methods to reasoning and planning frameworks, enhancing the capabilities of robots [10]

Group 1 - The core viewpoint of the articles highlights the rapid advancement of humanoid robots in China, positioning the country as a leader in the field, contrasting with the struggles faced by Western companies like Tesla [1][3][10] - Elon Musk expressed concerns about the competitive landscape, suggesting that many of the top companies in humanoid robotics may emerge from China by 2025, which is seen as a pivotal year for mass production [1][4] - The development of humanoid robots is supported by significant advancements in AI, with generative AI enhancing capabilities in language interaction, environmental perception, and task decision-making [2][4] Group 2 - The concept of embodied intelligence, which integrates AI with physical entities, has evolved since the 1980s, with China now at the forefront of this technology [2][3] - China's AI research output has dramatically increased, with the proportion of AI papers published by Chinese researchers rising from approximately 12% in 2013 to 23.2% in 2023, the highest globally [4][7] - The strong foundation in STEM education and a robust talent pool in China are critical drivers for the AI industry, as noted by experts like Geoffrey Hinton [9] Group 3 - The Chinese humanoid robotics industry benefits from a well-established manufacturing ecosystem, which allows for cost-effective and rapid production, giving it a competitive edge over Western counterparts [12][14] - Shanghai has emerged as a central hub for humanoid robotics, with significant government support and initiatives aimed at fostering innovation and application in this sector [21][22] - The city has set ambitious goals for the humanoid robotics industry, aiming to gather a hundred key enterprises and promote a hundred innovative applications by 2027 [21][22] Group 4 - The successful demonstration of humanoid robots, such as the "Zhiyuan Expedition A2," which set a Guinness World Record for distance walked, showcases the maturity of hardware performance and algorithms in China [18][20] - The integration of AI and robotics in various sectors, including automotive and healthcare, is already underway, providing valuable data and feedback for further technological advancements [14][23] - Shanghai's comprehensive ecosystem for humanoid robotics includes a diverse range of application scenarios, which is crucial for practical implementation and iterative product development [23][24]

Core Viewpoint - The article highlights the rapid advancement of humanoid robots in China, contrasting it with the struggles faced by Western companies like Tesla, and emphasizes China's emerging leadership in the field of embodied intelligence and robotics [2][4][5]. Group 1: Humanoid Robots and Market Dynamics - Elon Musk expressed concerns about the competitive landscape for humanoid robots, suggesting that many of the top competitors may come from China [2]. - The year 2025 is anticipated to be a pivotal moment for the mass production of humanoid robots, with significant developments occurring in China throughout the year [2]. - Events such as the global humanoid robot half-marathon and the Guinness World Record for long-distance walking by a humanoid robot have showcased China's advancements in this sector [2][17]. Group 2: Embodied Intelligence - Embodied intelligence is defined as the integration of AI into physical entities, enabling them to perceive, learn, decide, and act autonomously in their environments [4]. - The emergence of generative AI has significantly enhanced the capabilities of humanoid robots, allowing them to perform tasks similarly to humans [4]. - Huang Renxun positioned embodied intelligence as the next wave of AI, indicating a shift in focus towards practical applications and commercialization [4]. Group 3: China's Competitive Advantages - China has seen a dramatic increase in AI research output, with the proportion of AI papers published by Chinese researchers rising from approximately 12% in 2013 to 23.2% in 2023 [5][8]. - The country benefits from a strong talent pool in STEM fields, which is crucial for the development of AI and robotics [8]. - China's robust manufacturing capabilities and integrated industrial ecosystem provide a solid foundation for the development and commercialization of humanoid robots [8][14]. Group 4: Challenges and Opportunities - The article outlines several challenges in scaling humanoid robots, including capital constraints, supply chain issues, commercialization difficulties, and technological bottlenecks [13][14]. - Despite these challenges, China's established strengths in technology and manufacturing position it well to overcome these obstacles [14]. - The Chinese government has actively supported the development of embodied intelligence through policies and strategic initiatives, fostering a conducive environment for innovation [14][20]. Group 5: Shanghai's Role in Robotics - Shanghai is emerging as a central hub for humanoid robotics, with significant investments in AI and robotics infrastructure [20]. - The city has set ambitious goals for the humanoid robot industry, aiming to gather key enterprises and promote innovative applications by 2027 [20]. - Shanghai's diverse application scenarios and supportive government policies are facilitating the practical deployment of humanoid robots across various sectors [20][21].

这次大赛是对人形机器人商业化能力的一次"高压测试"。 今年春晚在全国观众面前扭秧歌的人形机器人掀起的热度，从年初延续到了年末。 13日，全球开发者先锋大会暨国际具身智能技能大赛（GDPS 2025）开幕式在上海举行，在春晚秀舞姿的宇树机器人和上海本土企业智元机器 人首度同台协作"炫技"。 开幕式之外，来自全球的机器人企业和高校院所等团队围绕六个主题赛道进行多个场景的竞技。 2025年被业内视为人形机器人"关键元年"。在多家企业宣布量产新突破后，上海如何加速"具身智能"产业落地？ 协作与比拼 作为具身智能最理想、最复杂的载体，人形机器人也是通往AGI（通用人工智能）的一个载体。 主办方供图 智元远征A2，在11月创下"单次充电行走106公里"吉尼斯世界纪录后，穿上了武生行头打鼓。随着A2的鼓点，舞台中央跃出了两只小巧灵动的 身影——智元灵犀X2，它们模拟身披狮被，脚踏梅花桩的舞狮队，随鼓点起舞。待鼓声渐歇，宇树机器人G1登场了。身着白色太极服的宇树 G1，与人类武术演员并肩而立。 一套动作连贯的太极后，宇树G1瞬间与高校的年轻舞者们一起跳起了街舞。Locking（锁舞）的顿点、Popping（震感舞）的肌肉震动 ...

Core Viewpoint - The integration of embodied robots, specifically the Zhiyuan Expedition A2, into significant financial events signals a transformative trend in the perception and role of technology within the industry [3][10]. Group 1: Event Highlights - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Awards took place in Shanghai, featuring over 300 prominent guests from capital markets and industry [3]. - The Zhiyuan Expedition A2 robot autonomously walked onto the stage to present an award, marking a shift in how technology is perceived in financial settings [5][9]. - The robot's interaction with the award recipient, Dai Chuan, showcased a blend of technology and human engagement, creating a light-hearted atmosphere [6][8]. Group 2: Industry Implications - The event highlighted the evolution of the robotics sector, with Dai Chuan noting the industry's resilience and growth despite macroeconomic challenges, emphasizing the increasing focus on AI-driven robotics since 2022 [9]. - The presence of the robot at a financial conference indicates a significant shift from viewing robots merely as research subjects to recognizing them as active participants in industry narratives [10]. - The performance of the Zhiyuan Expedition A2, including a dance, illustrated the potential for embodied intelligence to enter various social and business contexts, enhancing acceptance of technology within the industry [12].