【东北计算机】20260128 【智元：VLA端侧推理性能提速15倍，并于精灵G2机器人完成真机验证】 3. 若交易达成，机器人流程自动化软件公司 AutomationAnyw 【东北计算机】20260128 【智元：VLA端侧推理性能提速15倍，并于精灵G2机器人完成真机验证】 1. 2035年人形机器人固态电池需求或超74GWh。 （来源：DoNews） 2. 智元：VLA端侧推理性能提速15倍，并于精灵G2机器人完成真机验证。 （来源：央视） 1. 2035年人形机器人固态电池需求或超74GWh。 （来源：DoNews） 2. 智元：VLA端侧推理性能提速15倍，并于精灵G2机器人完成真机验证。 （来源：央视） 3. 若交易达成，机器人流程自动化软件公司 AutomationAnywhere 将收购企业人工智能软件公司 C3.ai并借此实现上 市。 （来源：新浪） 4. LG能源将向特斯拉供应人形机器人用电池。 （来源：新浪） 5. 山东2026年力争机器人和智能装备产业规模破2000亿元。 （来源：中新网） 国产人形机器人每日公告 —————————————— —————————————— ————— ...

此次优化涉及全栈推理系统搭建、算法逻辑重构、编译优化及低精度量化等多个技术层面。公司称，其 方案摆脱了机器人以往依赖外挂桌面显卡进行计算的模式，在Jetson Thor芯片上实现了模型的完整端侧 推理，并已在精灵G2机器人上完成真机验证。 据智元介绍，这一突破旨在降低部署成本、提升机器人作业流畅性与场景适应性。优化后的端侧推理帧 率超过了此前业内的最佳水平。该进展被视为解决VLA模型端侧算力瓶颈、推动具身智能规模化落地 的关键技术探索。 凤凰网科技讯1月28日，智元宣布，其在具身智能VLA模型端侧部署上取得技术突破。通过算法与工程 协同优化，成功将其π0.5VLA模型在英伟达Jetson Thor平台上的推理帧率从1.4Hz提升至22.1Hz，性能提 升超过15倍。 ...

1月28日，据智元机器人消息，智元研发团队推出算法与工程协同优化的一站式解决方案，将π0.5 VLA 模型在Jetson Thor平台的推理帧率从1.4Hz提升至22.1Hz，性能提升超15倍，并在精灵G2机器人上完成 真机验证。 ...

2025年， 张江机器人谷 以清晰的产业布局、扎实的平台建设与活跃的生态活力，交出了一份厚重的"年度 答卷"。作为上海市特色产业园区之一、浦东新区具身智能机器人产业的核心承载区，这里不仅是机器人 的"制造谷"，更是技术、人才、资本与场景深度融合的"创新雨林"。 PART 0 1 重要项目落地，产业格局清晰 张江机器人谷园区位于张江科学城中部核心区，规划总面积4.2平方公里，位于浦东南北科创走廊中段，张江 科学城中部核心位置，是浦东新区打造具身智能机器人产业的重要承载区。 园区秉持"高端引领、核心突破、整机带动、全面赋能"理念，以人形机器人为核心，形成"一核、三重点、两 突破"的产业发展格局，聚焦构建全球领先的机器人产业生态。 这一年，张江机器人谷空间载体建设迎来重要节点：张江机器人谷一期平台（张江机器人谷@叠桥128）项目 顺利竣工。项目聚焦机器人产业，总建筑面积共计11万平方米，集机器人产业生产、研发、办公等功能于一 体，进一步夯实了产业承载能力，为地区机器人产业的高质量发展注入了新动力。 PART 0 2 这一年，张江机器人谷遵循张江科学城"智能造"硬核产业集中承载区的功能定位，通过各类政策加强产业培育 ...

Core Viewpoint - The industry is experiencing a pivotal moment with discussions centered around orders and mass production of humanoid robots, which are anticipated to enter a significant production phase in 2026 [2][5]. Group 1: Industry Trends - The year 2025 is characterized by the emergence of new technologies and significant funding in the embodied intelligence sector, with many companies reporting substantial financial backing [3][4]. - Key industry players, including companies like Yuanli Lingji and Galaxy General, have gathered to discuss advancements and challenges in the field, highlighting a trend of talent and capital migrating from other sectors into embodied intelligence [4][6]. Group 2: Production and Orders - Several companies have announced mass production and delivery of humanoid robots, with notable orders such as a 2.64 billion yuan project from UBTECH for their Walker S2 industrial robot [6][8]. - The concept of true mass production is debated, with industry leaders emphasizing the need for real commercial demand rather than artificial demand driven by subsidies or investment hype [8][9]. Group 3: Challenges and Considerations - There are concerns regarding the reliability and operational success of humanoid robots, with reports of high failure rates during testing and operational phases [7][9]. - Industry experts stress the importance of meeting specific operational criteria, such as continuous performance and environmental resilience, to ensure long-term viability and customer satisfaction [9][10].

Core Insights - The 27th China International High-Tech Achievements Fair (CIHTAF) concluded in Shenzhen, showcasing over 5,000 companies and achieving a transaction intention amount exceeding 170 billion yuan [1] - The event highlighted the integration of technology and application, emphasizing the need for clear and quantifiable commercial outcomes from innovations [1] Commercialization Focus - China Aerospace Science and Technology Corporation (CASC) showcased the Long March 8 rocket model, which aims to address the critical issue of reducing launch costs for commercial space endeavors [2] - The rocket has a payload capacity of 7 tons to a 700 km sun-synchronous orbit, indicating advancements in launch capabilities [2] - Beijing Jun Tian Hang Yu Technology Co., Ltd. presented the "Jun Tian No. 1 04A satellite," designed for urban management applications, showcasing the urgency for practical applications in the commercial space sector [2] Low-altitude Economy - Shenzhen Daohe Tongtai Robotics Co., Ltd. introduced an "air-ground integration" solution that significantly reduces inspection time for cross-sea bridges from 15 days to 3 days [3] - The solution utilizes a smart inspection platform called "Avant Hub," enabling coordinated operations between drones and ground robots, enhancing traffic efficiency by 42% and reducing carbon emissions by 18% [3][4] - The company plans to focus on smart transportation, smart parks, and smart energy sectors for short-term revenue generation, transitioning from selling equipment to providing services and platforms [4] Specialized Drone Applications - The China Academy of Launch Vehicle Technology showcased specialized drones for emergency rescue and security detection, indicating a shift in industry demand towards precise security and emergency response solutions [5] - The "Eagle" drone is designed for physical countermeasures, while the "Ming Die" emergency rescue system is equipped for critical area operations [5] Computing Power Infrastructure - The Huawei booth featured the "Ascend 384 Super Node" computing cluster, capable of 300 PFLOPS, aimed at supporting large-scale model training [6] - The cluster's architecture can enhance efficiency by over three times for specific models, addressing the growing demand for computational power [6] Energy Efficiency Solutions - Chaoju Technology Co., Ltd. presented the FusionPoD for AI liquid-cooled cabinet, addressing the energy consumption challenges associated with high-density computing [7] - The liquid cooling technology is essential for managing the power density exceeding 20 kW in AI applications, aiming to balance computational expansion with energy costs [7] Industrial IoT Systems - Beijing Aerospace Topology Technology Co., Ltd. showcased the "Ran Hong" industrial IoT system, which utilizes an open-source operating system to improve operational efficiency in the gas industry [8] - The system addresses fragmentation and coordination issues in traditional industrial control systems, demonstrating a shift towards full-stack domestic solutions [8] Robotics and Automation - Shenzhen Cyborg Robotics Technology Co., Ltd. focused on practical applications of robotics, demonstrating core component load testing rather than flashy performances [9] - The company aims to meet specific industrial needs with robots designed for precision and efficiency, moving away from merely aesthetic designs [11] - The trend in robotics is shifting towards adopting automotive manufacturing standards, ensuring higher reliability and performance in industrial applications [12]

Core Viewpoint - Greebo's collaboration with Zhiyuan Innovation is focused on exploring the global robotics market, but it has not yet involved the specific model of the Spirit G2 robot [1] Company Summary - Greebo is a leading company in the global new energy garden machinery industry, having engaged in the research, design, production, and sales of new energy garden machinery since 2007 [1] - The company has been responsible for or participated in the formulation of seven industry standards [1] Collaboration Details - The partnership aims to leverage complementary advantages to create industrial synergy [1] - Greebo has already increased its investment in Zhejiang Zhidong and Annu Intelligent and has reached cooperation agreements [1] - Future participation in the collaboration regarding the Spirit G2 robot will depend on a professional assessment of the product's commercial prospects in overseas markets [1]

Group 1 - Greebo is a leading company in the global new energy garden machinery industry, engaged in R&D, design, production, and sales since 2007, and has participated in setting 7 industry standards [1] Group 2 - On October 21, Greebo announced its collaboration with Zhiyuan Innovation to jointly explore the global robotics market, aiming for industrial synergy through complementary advantages [3] - The company has increased its investment in Zhejiang Zhidong and Annu Intelligent as part of this collaboration [3] - Currently, Greebo's partnership with Zhiyuan Innovation does not involve the recently released Spirit G2 robot, and future participation will depend on a professional assessment of the product's commercial prospects in overseas markets [3]

Core Viewpoint - Greebo (301260) is collaborating with Zhiyuan Innovation to jointly explore the global robotics market, aiming for industrial synergy through complementary advantages [1] Group 1: Collaboration Details - The partnership involves increasing investment in Zhejiang Zhiding and Annu Intelligent, indicating a strategic move to enhance capabilities in the robotics sector [1] - The collaboration does not currently involve Zhiyuan's recently launched Spirit G2 robot, with future participation dependent on the product's commercial prospects in overseas markets [1]

Core Viewpoint - Greebo (301260.SZ) is collaborating with Zhiyuan Innovation to jointly explore the global robotics market, aiming for industrial synergy through complementary advantages [1] Group 1: Collaboration and Market Strategy - The partnership with Zhiyuan Innovation involves capital increase in Zhejiang Zhidong and Annu Intelligent, indicating a commitment to expanding their presence in the robotics sector [1] - The collaboration is focused on a full industry chain approach, including R&D, manufacturing, and marketing, leveraging manufacturing bases in China, the U.S., and Vietnam [3] Group 2: Product Involvement and Future Prospects - Currently, the cooperation does not involve Zhiyuan's recently launched G2 robot, with future participation dependent on a professional assessment of the product's commercial prospects in overseas markets [1] - The company is evaluating potential involvement in the production and sales of Zhiyuan's G2 and other related robotic products in the future [3]