6 月 23 日，据 36 氪旗下"智能涌现"独家报道，「银河通用」已完成新一轮融资，融资金额超 10 亿元。本轮融资由电池龙头宁德时代及溥泉资本领投，国开科创、北京机器人产业基金、纪源资本等 机构跟投，并获得多家老股东追加投资。 图/银河通用机器人，图源网络 截至发稿，这是今年以来具身智能赛道最大的单笔融资记录。 引人注目的是，在其过往投资方阵容中， 讯飞创投赫然在列 。其背后 科大讯飞在具身智能赛道的 布局，也随之浮出水面。 图 / 天眼查截图 01 讯飞在具身智能赛道的 "步步为营" 资料显示，讯飞创投是科大讯飞旗下 CVC 产业投资平台。自成立以来，讯飞创投始终围绕 AI 核心 技术，在智能汽车、健康医疗、工业控制、机器人等领域展开全生态布局。 而具身智能领域，则是其近年来重点深耕的 "沃土"，先后投资了多家机器人产业链企业，比如 银河 通用机器人、灵童机器人、仁洁智能、优必选、锐思智芯、星途机器人 等。 | 投资事件 107 | | | | | | | | ■ # 2天眼查 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 序 ...

2025科大讯飞智能交互产品升级发布会上超100种新品亮相。（企业供图） 据介绍，科大讯飞机器人超脑平台是专为机器人打造的"智能中枢系统"，融合视听感知交互能力与基于大模 型的机器人大脑，构建"端-云协同"的AI架构。在端侧，平台提供多模态降噪、人脸识别、物体检测、端侧大 模型等本地感知与计算能力；在云端，依托语音大模型与具身智能技术，实现"察言观色"的类人化交互与复 杂任务理解。平台以软硬一体的形态，面向机器人厂商、个人开发者等提供标准化AI能力集成方案，成为 500家机器人客户的共同选择，助力机器人"听得清、看得懂"。 聚焦三大关键能力提升，机器人超脑平台焕新升级：一是多人多模态交互，传统机器人常因环境噪音或多人 同时指令陷入混乱，而超脑平台通过融合语音、情绪、行为等多维信息，将环境感知准确率提升至92%；二 是全离线交互套件，在安全敏感的工业场景，端侧部署的大模型支持离线指令控制与对话，确保无网络环境 下的可靠响应；三是敏捷部署方案，"即插即用"的智能语音背包，无需改造硬件本体即可赋予机器人语音交 互能力，打通运动控制与业务逻辑。 打造聪明灵动数字分身 发布会现场，科大讯飞开放平台总经理赵艳军通过照片与 ...

白交 衡宇 发自 凹非寺 量子位 | 公众号 QbitAI 苹果放鸽子的更新，国产AI率先实现了。 背上一个看起来平平无奇、体积也没什么存在感的包，宇树机器人就声情并茂地开口说话。 你甚至可以让巴斯光年、变形金刚在你面前唱歌跳舞。 手里的一支签字笔、一块贴牌，也可以化身会议神器。 在 科大讯飞最新发布会上，我看到了智能硬件的新范式： 社交i人戴上AI眼镜，就可以轻松跟外国人social，看似不经意就加上微信好友；戴着它看展的话，看到不懂的展品还可以不懂装懂一下 （bushi。 你对智能硬件的想象，是不是还停留在"能听懂你说话"的阶段？这种"你说一句、它答一句"的交互，本质上还是命令式的、静态的。场景一变 化，语气一模糊，体验就崩了。 但现在，这些都开始变了。 万物皆可交互，万物皆可互联开始具象化。 设备不再是限制，产品与服务正在被AI革新 ，交互重构整个硬件产业生态。 AIUI，一站式搞定人机交互开发 正如此次发布会所展现， 一个最大的感知就是 现在智能硬件从基础交互迈向深度智能协作，从而在应用场景里深度赋能。 从技术角度来说，人机交互正在变成一个复杂的系统性工程，而不再是语音识别、模型系统和语音合成的简单组 ...

白交 衡宇 发自 凹非寺 量子位 | 公众号 QbitAI 苹果放鸽子的更新，国产AI率先实现了。 背上一个看起来平平无奇、体积也没什么存在感的包，宇树机器人就声情并茂地开口说话。 社交i人戴上AI眼镜，就可以轻松跟外国人social，看似不经意就加上微信好友；戴着它看展的话，看到不懂的展品还可以不懂装懂一下 （bushi。 你对智能硬件的想象，是不是还停留在"能听懂你说话"的阶段？这种"你说一句、它答一句"的交互，本质上还是命令式的、静态的。场景一变 化，语气一模糊，体验就崩了。 但现在，这些都开始变了。 万物皆可交互，万物皆可互联开始具象化。 你甚至可以让巴斯光年、变形金刚在你面前唱歌跳舞。 手里的一支签字笔、一块贴牌，也可以化身会议神器。 在 科大讯飞最新发布会上，我看到了智能硬件的新范式： 设备不再是限制，产品与服务正在被AI革新 ，交互重构整个硬件产业生态。 AIUI，一站式搞定人机交互开发 正如此次发布会所展现， 一个最大的感知就是 现在智能硬件从基础交互迈向深度智能协作，从而在应用场景里深度赋能。 从技术角度来说，人机交互正在变成一个复杂的系统性工程，而不再是语音识别、模型系统和语音合成的简单组 ...

Investment Rating - The report maintains an "Overweight" rating for the humanoid robot industry [4] Core Views - The humanoid robot industry is experiencing significant advancements both in terms of product development and policy support, indicating a new phase of commercialization [14] - Major companies and startups are increasingly investing in humanoid robotics, with notable developments in technology and funding [14] - The establishment of innovation centers and investment funds in regions like Hubei is expected to enhance the industry's growth and innovation capabilities [12][13] Industry Developments - On June 3, PepsiCo launched its first humanoid robot, "Pepsi Blue Treasure," marking a milestone in brand intelligence upgrade [1] - Galaxy General introduced an end-to-end navigation model, TrackVLA, which enhances the capabilities of humanoid robots [1] - HeShan Technology has developed a tactile simulation model, leading the evolution of tactile technology in robotics [1] - Figure released a video showcasing its robot sorting packages, demonstrating advanced operational capabilities [2] - YuanSheng Technology completed a new funding round to advance its tactile technology for robots [2] - Benmo Technology raised several hundred million RMB in funding to enhance its flexible motor design and production capabilities [2] - Zhongke Wireless Semiconductor launched a GaN-based ASIC driver chip for robotic joints, tailored for various high-power applications [3] Company Initiatives - Yijiahe established a new intelligent technology company focusing on robotics [8] - Zhongkong Technology is actively investing in the humanoid robot sector and plans to launch new products [8] - Zhaofeng Co. and Kepler Robotics formed a strategic partnership to accelerate the industrialization of humanoid robots [8] - Kede CNC is focusing on motion control technology and core component manufacturing for humanoid robots [9] - Longxi Co. is in the early stages of developing supporting products for humanoid robots [9] - Lingyi Intelligent Manufacturing and Shanghai Zhiyuan have formed a strategic partnership to develop industrial humanoid robots [9] - Fule New Materials launched its second-generation tactile sensing products, focusing on electronic skin systems [10] - Jingu Co. is increasing R&D efforts in robotics and related fields [10] - iFlytek's super brain platform covers 90% of domestic intelligent robot manufacturers, enhancing human-robot interaction capabilities [11] Policy Support - Hubei Province is accelerating the high-quality development of the humanoid robot industry, establishing a significant innovation center [12] - A 5 billion RMB investment fund for the humanoid robot industry was established in Hubei to support venture investments [12] - Guangdong plans to establish an AI and robotics industry alliance to enhance industry integration and technological advancements [13]

Investment Rating - The report maintains an "Overweight" rating for the humanoid robot industry [4] Core Views - The humanoid robot industry is experiencing significant advancements both in terms of product development and policy support, indicating a new phase of commercialization [14] - Major companies and startups are increasingly investing in humanoid robotics, with notable developments in technology and funding [14] - The establishment of innovation centers and investment funds in regions like Hubei is expected to enhance the industry's growth and innovation capabilities [12][13] Industry Developments - On June 3, PepsiCo launched its first humanoid robot, "Pepsi Blue Treasure," marking a milestone in the commercialization of humanoid robots [1] - Galaxy General introduced an end-to-end navigation model, TrackVLA, which enhances the capabilities of humanoid robots [1] - HeShan Technology has developed a tactile simulation model, leading the evolution of tactile technology in robotics [1] - Figure released a video showcasing its robot sorting packages, demonstrating advanced operational capabilities [2] - YuanSheng Technology completed a new round of financing to advance its tactile technology for robots [2] - Benmo Technology raised several hundred million RMB in funding to enhance its flexible motor design and production capabilities [2] - ZhongKe Wireless Semiconductor launched a GaN-based ASIC driver chip for robotic joints, aimed at various robotic applications [3] Company Developments - Yijiahe established a new intelligent technology company focused on robotics [8] - Zhongkong Technology is actively investing in the humanoid robot sector and plans to launch new products [8] - Zhaofeng Co. and Kepler Robotics have formed a strategic partnership to accelerate the industrialization of humanoid robots [8] - Kede CNC is focusing on motion control technology and core component manufacturing for humanoid robots [9] - Longxi Co. is in the early stages of developing supporting products for humanoid robots [9] - Lingyi Intelligent Manufacturing and Shanghai Zhiyuan have formed a strategic partnership to develop industrial humanoid robots [9] - Fule New Materials launched its second-generation tactile sensing products, focusing on electronic skin systems [10] - Jingu Co. is increasing its R&D efforts in robotics and related fields [10] - iFlytek's super brain platform covers 90% of domestic intelligent robot manufacturers, enhancing human-robot interaction capabilities [11] Policy Developments - Hubei Province is accelerating the high-quality development of the humanoid robot industry, establishing a significant innovation center [12] - A 5 billion RMB investment fund for humanoid robotics has been established in Hubei to support industry growth [12] - Guangdong plans to establish an AI and robotics industry alliance to enhance industry integration and technological advancements [13]

1·[Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 06 月 09 日 [Table_Title] 湖北省人形机器人产投基金登记成立， Figure 发布物流分拣应用视频 ——人形机器人产业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 6 月 1 日至 6 月 6 日，人形机器人概念指数上涨 2.33%，相 较沪深 300 指数跑赢 1.45pct；年初至今累计涨跌幅来看，人形机器 人概念指数上涨 34.13%，相较沪深 300 指数跑赢 32.72pct。 A 股人形机器人指数（iFinD 概念）相关个股中，超捷股份周涨幅 最大（+28.42%），光启技术周跌幅最大（-10.32%）。 周度热点回顾 政策端，湖北省委书记王忠林调研人形机器人产业发展并为湖北人形 机器人创新中心、产业联盟揭牌，强调要全力推动人形机器人产业高 质量发展，加快培育壮大新质生产力；广东省人工智能与机器人产业 联盟成立，标志着产业链整合和技术攻关进入加速阶段；湖北省人形 机器人产业投资基金合伙企业成立，出资额 50 亿元，由武汉光谷产 业投资有限公司等共同出资。 ...

Group 1 - Beijing has issued a notice to ensure service and support for the 2025 college entrance examination, involving various departments such as education, public security, transportation, and health [1] - The Beijing Municipal Market Supervision Administration has released food safety tips for students during the exam period, advising against consuming seafood and beans that may cause allergies or gastrointestinal discomfort [2] - The National Student Financial Aid Management Center has issued a warning about illegal "campus loans," reminding students of the established financial aid system that includes national student loans and scholarships [3] Group 2 - Over 4,800 temporary parking spaces will be added around examination sites in Beijing to maintain traffic order during the 2025 college entrance examination scheduled from June 7 to June 10 [4] - iFlytek's robot platform currently covers 90% of domestic intelligent robot manufacturers, with 60% utilizing a full-link interaction solution [5] - Xueda Education will hold its second extraordinary general meeting of 2025 on June 10 to discuss several proposals, including adjustments to corporate governance [6]

大公司： 星巴克任命格拉姆斯为首席运营官 星巴克公司周三表示，其北美首席门店官迈克·格拉姆斯（Mike Grams）将担任公司首席运营官，这是 旨在提振业绩的领导层重组的一部分。今年1月，在星巴克北美总裁萨拉·特里林（Sara Trilling）离职 后，她的职责被拆分为两个角色，格拉姆斯接任了首席门店官一职。梅瑞迪丝·桑德兰德（Meredith Sandland）被任命为北美首席门店发展官，她和首席供应链官桑杰·沙阿（Sanjay Shah）现在将向格拉姆 斯汇报工作。 Rokid消费级AR眼镜将在速卖通独家首发 36氪获悉，今年海外618，Rokid最新款消费级AR眼镜将在速卖通独家首发，并加入"百亿补贴 BigSave"品牌出海计划。这是速卖通AliExpress继和宇树科技机器人、安克机器人合作后，在科技品牌 出海上的又一突破。今年，速卖通将通过"百亿补贴BigSave"帮助1000个新品牌实现百万美金的突破。 日本罗森与全家部分门店上架储备米，将陆续覆盖全国 日本便利店罗森和全家6月5日开始在东京和大阪部分门店销售其采购的政府储备米。罗森表示，随后自 6月14日起，将在除冲绳县以外的约1.38万家门 ...