「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 320 篇报道。 整理丨 Lucus 本周（ 2 月 23 日至 3 月 1 日）出海大事件包括 ： TikTok Shop 东南亚跨境电商推出复工复产专 项激励；SHEIN宣布在广东追加投资超百亿； 智元机器人正式进入德国市场 ； 三花智控等5家企业 落户泰国；千问将面向全球推出AI眼镜等硬件产品； 宁德时代与宝马签约 ； 创维将接手松下北美和 欧洲电视业务 ；谷歌将Intrinsic并入核心业务；库克暗示苹果下一个重大突破是视觉AI。 出海四小龙 TikTok Shop 东南亚跨境电商推出复工复产专项激励 2月26日消息，随着春节假期结束，东南亚 跨境电商 进入节后经营恢复关键期。为此，TikTok Shop东南亚跨境电商发布复工复产专项激励政策， 推出时间为 2月24日至3月3日 。 激励政策 内容包括， 一是针对已报名"春节不打烊"活动的重点商家，日均GMV达标，可获得500美 元激励；二是其他商家完成 短视频 发布、 直播 开播、达人合作等任务 ...

新华财经上海2月25日电（记者杜康）智元机器人正式宣布进入德国市场。记者获悉，智元机器人24日 在德国慕尼黑发布了面向德国市场的全系列通用具身机器人产品矩阵及系统级行业解决方案，并与汽车 外饰制造商敏实集团签署专项战略合作协议，加速机器人技术在欧洲的本地化落地与规模化部署。 发布会现场，智元机器人展示了覆盖多元场景的具身智能机器人产品矩阵。其中，远征A2全尺寸人形 机器人具备多模态交互与自主导航能力；灵犀X2人形机器人拥有敏捷的运动能力与丰富肢体表达；精 灵G2工业级具身机器人可实现高精度力控双臂操作；酷拓D1系列四足机器人则具备良好的环境适应性 与负载能力。 敏实集团董事长兼CEO魏清莲表示，敏实将利用其本地质量交付体系为欧洲客户提供服务。同时，敏实 集团布局全球的现代化工厂将成为机器人学习与数据采集的专属实训基地，这一协同模式既推动敏实自 身智能制造升级，也为机器人行业注入珍贵的真实场景数据，加速算法迭代与技术进化。 在演示环节，多台机器人展示了在动态工业场景下的实时协同。这些产品通过融合运动、交互与作业智 能，可直接嵌入现有生产流程。智元方面表示，全系列产品已具备成熟的落地能力，支持快速任务配 置，旨在 ...

Group 1 - The core viewpoint of the articles highlights that AGIBOT is accelerating its localization strategy in Europe, officially entering the German market with a comprehensive range of robotic products and solutions [1][3] - AGIBOT showcased a diverse product matrix of embodied intelligent robots, including the Expedition A2 humanoid robot, Lingxi X2 humanoid robot, and the industrial-grade Elf G2 robot, demonstrating capabilities in multi-modal interaction, autonomous navigation, and high-precision operations [3][4] - The partnership with Minth Group aims to leverage technological and industrial resources to enhance the localization and large-scale deployment of robotic technology in Europe, with Minth's modern factories serving as training bases for robot learning and data collection [1][4] Group 2 - The collaboration is expected to drive Minth Group's smart manufacturing upgrades while providing valuable real-world data for the robotics industry, facilitating algorithm iteration and technological evolution [4] - AGIBOT's expansion into the German market is seen as a critical step in its global market strategy, with a focus on empowering German and European enterprises to improve production efficiency through advanced embodied intelligent technology [4]

Investment Rating - The report does not explicitly provide an investment rating for the AI industry Core Insights - The AI industry is witnessing significant advancements with the launch of various new models and technologies, including Alibaba's Qwen3-Omni-Flash model, which supports seamless input and output across multiple modalities [17] - The establishment of new departments and initiatives by major companies like Huawei and Alibaba indicates a strong focus on foundational AI model development and consumer applications [6][7] - The introduction of innovative products such as the AI-powered drug development platform "AI Kongming" highlights the industry's potential to address global health challenges [12][13] Summary by Sections AI Industry Dynamics - Trump announced that Nvidia's sales of H200 chips to China will see 25% of revenue paid to the U.S. government, aiming to maintain U.S. leadership in AI [5] - Huawei's 2012 Lab has established a new department focused on foundational model development [6] - Alibaba has formed a new consumer-focused business group, integrating various AI-related services [7] - Shanghai has launched intelligent application scenarios to leverage its urban advantages in various sectors [8] AI Application Insights - The production of the 5000th humanoid robot "Lingxi X2" by Zhiyuan marks a transition to large-scale commercial use [9] - Ant Group has launched a web version of its AI assistant, enhancing its multi-platform ecosystem [10] - DingTalk's new version includes AI features for automatic replies in chats, improving workplace communication [11] AI Large Model Insights - Meituan has released and open-sourced the LongCat-Image model, achieving high performance in image generation with a compact parameter size [14] - The LightSeek model, a photon chip vertical model, has been announced, capable of assisting in chip design and manufacturing optimization [15] - Zhiyuan has launched the GLM-TTS text-to-speech model, which can learn a speaker's voice with minimal samples [16] Technology Frontiers - PCBAIR has introduced an 8-layer glass core PCB manufacturing technology aimed at AI and HPC packaging needs [18] - A collaboration between Guoxing Aerospace and Shanghai Jiao Tong University aims to establish a space computing laboratory [19] - Moore Threads is set to unveil a new GPU architecture at an upcoming developer conference [21] - A fully autonomous humanoid robot tour guide solution has been released, showcasing advancements in AI-driven robotics [22]

Group 1 - Hema acknowledged issues with strawberry cakes sold, affecting approximately 60 units across 7 stores due to ingredient handling errors [2] - Wanda Group has a new enforcement order for over 1.7 billion yuan, with over 6.9 billion yuan in total enforcement amounts against the company [2] - The State Taxation Administration prohibits platform companies from shifting tax obligations to gig workers, ensuring they are not overcharged [3][9] Group 2 - PepsiCo plans to reduce its product variety in the U.S. market by nearly 20% by early next year, aiming to cut operational costs and enhance efficiency [5] - The price of three-valent flu vaccines has dropped to 5.5 yuan, attributed to intense competition and oversupply in the vaccine market [8] - Paramount has proposed a cash acquisition offer of $30 per share for Warner Bros. Discovery, valuing the company at $108.4 billion [7] Group 3 - Faraday Future's board approved a five-year plan to produce 400,000 to 500,000 vehicles, with the first batch of FX Super One vehicles set to roll off the production line [13] - The International Monetary Fund (IMF) has officially launched its Shanghai Regional Center to enhance cooperation with the Asia-Pacific region [12] - The U.S. government announced a $12 billion aid package for farmers affected by tariff policies, addressing the negative impact on agricultural markets [14]

Core Insights - The launch of the "Lingchuang" content creation platform by Zhiyuan Robotics aims to democratize the complex content development process for humanoid robots, allowing users without coding or robotics knowledge to participate in creating robot actions and performances [1][2] - The platform features a powerful action imitation capability, enabling users to upload videos of human actions, which the platform then analyzes to generate control strategies for robots to replicate those actions accurately [1] - "Lingchuang" also integrates multimodal interaction capabilities, including a "voice interpretation" function that allows users to upload text or audio, which the system uses to generate corresponding robot body language and facial expressions [1] Platform Features - The platform includes a timeline editing tool similar to video editing software, allowing users to combine different actions, voices, and expressions to create coherent "robotic story films" [2] - It supports both individual and multi-robot collaborative performances, enabling users to assign different roles and tasks to multiple robots [2] - The platform comes with over 180 action templates and 140 expression templates covering 11 different scenarios, facilitating easier content creation for users [2] Market Potential - The "Lingchuang" platform is initially compatible with the Lingxi X2 humanoid robot, which is currently in mass production, with expected deliveries reaching thousands by 2025 [2] - The introduction of this platform is anticipated to accelerate the transition of humanoid robots from mere technical demonstrations to broader, scalable applications in various sectors such as entertainment and retail [2] - Zhiyuan Robotics plans to launch another platform called "Lingxin" next month, focusing on defining robot personalities, indicating ongoing efforts in developing personalized intelligent agents [2]

Core Insights - The company Zhiyuan Robotics has released a video showcasing its humanoid robot Lingxi X2 performing the complex maneuver known as the "Webster flip," marking it as the first humanoid robot globally to achieve this feat [1] Company Summary - Zhiyuan Robotics is at the forefront of humanoid robotics innovation, demonstrating advanced capabilities through the successful execution of high-difficulty movements [1] Industry Summary - The achievement of the Lingxi X2 highlights significant advancements in the field of robotics, particularly in humanoid robot performance, which may influence future developments and applications in the industry [1]

Group 1 - Nvidia announced a $5 billion investment in Intel to support the struggling chipmaker, but did not grant key chip manufacturing orders [3] - Alibaba's founder Jack Ma is reportedly making a strong return to the company, focusing on AI and competing with rivals like JD and Meituan [3] - DeepSeek issued a statement warning against fraudsters impersonating the company for scams related to "computing power leasing" and "equity financing" [4] Group 2 - Dongfeng Motor Group announced a joint venture to manufacture and sell smart off-road vehicles, indicating a strategic partnership with Man Technology [9] - Samsung plans to hire 60,000 new employees over the next five years, focusing on semiconductor, biotechnology, and AI sectors [7] - Amazon will invest over $1 billion to increase wages and reduce healthcare costs for its delivery employees, raising average wages to over $23 per hour [13] Group 3 - Apple is in discussions with suppliers for trial production of a foldable iPhone in Taiwan, aiming for mass production in India by 2026 [13] - The global first AI Database Agent was launched by Teable, which recently secured angel round financing from investors including ZhenFund and Baidu Ventures [14] - The new national standard for RVs in China will take effect on March 1, 2026, prohibiting sleeping and bathing while the vehicle is in motion [19]

Group 1 - The core viewpoint of the article highlights advancements in robotics, showcasing various innovative projects and collaborations in the field [1][3][4][7][10][13]. Group 2 - The Lingxi X2 humanoid robot developed by Zhiyuan Robotics successfully performed the complex "Webster flip," becoming the first humanoid robot to achieve this feat, demonstrating advanced motion control and dynamic balance capabilities [3]. - MicroFactory has created a compact desktop manufacturing workstation featuring two robotic arms, designed for precision tasks like circuit board assembly, and recently raised $1.5 million in seed funding, valuing the company at $30 million [6][4]. - Iran has introduced its first AI legal robot, capable of accurately answering legal questions and analyzing legal documents at unprecedented speeds, reflecting the growing importance of AI in the legal field [9]. - Luxiao Technology has partnered with Kepler Robotics to develop AI-enabled home service robots, aiming to sell at least 1 million units in Europe and the US over the next three years [12]. - Figure is collaborating with Brookfield to develop a humanoid robot dataset, leveraging a vast real estate portfolio for data collection to train its proprietary Helix model, with plans for broader infrastructure cooperation [15].

Core Viewpoint - The video released by Zhiyuan Robotics showcases the Lingxi X2 humanoid robot successfully performing the complex "Webster flip," marking it as the first humanoid robot globally to achieve this feat [1] Company Summary - Zhiyuan Robotics is based in Shanghai and has developed the Lingxi X2 humanoid robot, which demonstrates advanced capabilities in motion control and dynamic balance [1] - The robot's success is attributed to its self-developed motion control algorithms and high-precision sensor systems, enabling it to accurately replicate the challenging gymnastics maneuver [1] Industry Summary - The "Webster flip" is a gymnastics move that requires high levels of core strength, spatial awareness, and body coordination, indicating the increasing complexity and capability of humanoid robots in the robotics industry [1] - The achievement of the Lingxi X2 highlights advancements in robotics technology, particularly in motion control and sensor integration, which are critical for the development of more sophisticated humanoid robots [1]