不是跳舞博眼球，不是实验室里的摆设，而是实打实帮工厂提效的"硬核打工人"。近日，美的全球首发行业首款六臂轮足式超人形机器人"美罗U"，年底 就将正式进驻无锡双高端洗衣机工厂，令生产线换线调整效率直接提升30%。 这款行业首创的六臂轮足式机器人，打破了传统人形机器人"双足双臂"的形态局限，六条仿生人形机械臂能实现高精度灵活控制，搭配轮足式移动底盘， 可完成360度原地转体、稳定升降等复杂动作，执行器还支持末端多类模组快速切换，形成多维度协同作业系统，既能精准抓取零部件，也能完成螺栓安 装、质检巡检等工业场景作业。 "美罗U的核心价值在于突破形态模仿，实现工业场景下的作业效能跃升，这是人形机器人技术落地的关键突破。"卫昶的话点明了美的的务实逻辑。 不同于市面上部分主打舞蹈、互动等展示性功能的机器人，"美罗U"从研发之初就瞄准了工业生产的真实痛点。在洗衣机制造车间，传统换线调整依赖人 工操作，而"美罗U"可通过多臂协同作业，完成相关产线换线调整操作，让换线效率直接提升30%。 其实美的机器人"进厂打工"早有先例。在美的洗衣机荆州工厂，"美罗"系列机器人已经上岗大半年，成为生产线上的"常驻员工"。在"工厂大脑"的统一 ...

股票研究 /[Table_Date] 2025.12.13 特斯拉开启新一轮审厂，国内本体厂量产 落地加速 [Table_Invest] 评级： 增持 机器人行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 李启文(分析师) | 021-38038435 | liqiwen@gtht.com | S0880524060001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： 特斯拉 Optimus 开启新一轮审厂，国内机器人本体厂家加速量产落地，产业融资呈 现加速状态。 投资要点： [Table_Report] 相关报告 机器人《AI 端侧守正、人形机器人出奇，3C 供 应链重拾成长》2025.12.10 机器人《特斯拉 Optimus 实现运动突破，英伟达 与发那科强强联合》2025.1 ...

Datayes!Pro 2025系列分享之《玩转AMS投后自定义》将于12月10日(本周三)15:30准时开播， 腾讯会议号：220-827-015，自定义功 能破解投后管理效率难题，AMS投后自定义功能专场期待您的线上莅临。 A股复盘 | 政治局会议释放什么信号？ / 2025.12.08 谁那么坏，怎么老举报我？连着删了三篇文章了 吴总一个演讲，险资因子一下调，大家又猛猛冲了，成交额又干到两万亿，群友又开始喊牛回速归了！ 女神/男神一勾手，你又回来了！ 盘中政治局会议通稿披露，我大致看了下，内容真是"惜字如金"！ 其实我觉得做措辞对比应该跟去年12月以及今年7月，都是在年终/中对经济工作做出部署！ 首先跨周期不算是重提， 反而跨周期之前的形容词"超常规"删除了！大规模刺激想都别想了！ 文章还提及"推动经济实现质的有效提升和量的合理增长"， 或许真跟野村说的一样了，明年下调目标。 文中还提出了"优化供给"，在"扩大内需"的同时继续在供给侧做文章。 着力稳就业，四稳中首位！说实话，这个必须得解决了，好多问题就是没工作没收入搞的，生活都成问题了，哪还顾得上普世价值啊！ 总体政策保持连续—— 本 次会议公报显示宏 ...

Group 1 - Nvidia plans to deploy up to 260,000 GPUs in South Korea, collaborating with the government and major companies like Samsung and Hyundai to establish AI factories [2] - The South Korean government will deploy 50,000 GPUs to support a national "sovereign AI" platform aimed at training large language models optimized for Korean language and industry applications [2] - The total GPU capacity in South Korea will increase from approximately 65,000 to over 300,000, positioning it as one of the largest AI computing centers outside the US [2] Group 2 - Midea Group unveiled its humanoid robot family, which includes three generations and five models, at its 30th Technology Month event [2] - The development strategy for Midea's robots involves releasing one generation, developing another, and planning a future generation, with the third generation model "Mei Luo U" currently in the planning stage [2] Group 3 - OpenAI announced the launch of Aardvark, an autonomous cybersecurity research agent powered by GPT-5 [3] Group 4 - Australian police are utilizing AI to decode commonly used emojis and modern internet slang to prevent crime and apprehend suspects, focusing on young individuals involved in hate organizations [2]

Core Insights - Midea Group unveiled its humanoid robot family at the 30th Technology Month and the 3rd Visionary Conference, showcasing a total of five models across three generations [1] Group 1: Product Overview - The first generation includes two models: Meiro and Meila, with Meiro being a wheeled industrial robot used for operations and logistics in the Jingzhou washing machine factory, while Meila is a home service robot capable of operating appliances like washing machines, microwaves, and refrigerators [1] - The second generation features Meiro X and Meila X, where Meiro X is a bipedal robot with 40+20 degrees of freedom designed for complex environments, and Meila X is a mini bipedal service robot tailored for home settings [1] - The third generation, referred to as Meiro U, is currently in the planning stage, indicating a continuous development strategy [1]