记者从豪鹏科技（001283）获悉，近日，豪鹏科技完成对智身科技（北京）有限公司（简称"智身科 技"）的战略投资。这笔资金纽带背后是两家公司在技术路径上的深度耦合，豪鹏科技将自身在机器人 能源领域积累的技术优势，向更具协同潜力的战略合作伙伴延伸，进一步深化其在机器人生态中的布 局，以共筑智能未来。 据了解，这次投资是豪鹏科技在"All in AI"核心战略下，面向机器人领域的关键落子。通过业务与资本 的双重联动，豪鹏科技将自身在高能量密度电池与电池模组的技术优势，与智身科技在机器人本体设计 上的专长深度绑定。 市场人士指出，本次投资标志着豪鹏科技在机器人领域的角色演变，从核心部件供应商，逐渐升级为产 业生态共建者。双方合作的焦点，将指向共同推动人形机器人、机器狗等产品，并致力于技术创新和市 场拓展上的突破。 智身科技是专注于具身智能领域的科技公司，依托团队的技术积累及产品能力、对国内外市场的深刻理 解，致力于为客户提供从产品设计、研发、交付的全产业链服务。目前智身科技自研四足机器狗、通用 人形机器人等产品，已成功下线，接受国内外客户的检验，并参与国内众多课题研究，持续推动具身智 能技术向家庭服务等民生场景渗透 ...

2025年，"具身智能"作为前瞻布局的未来产业，被写入"十五五"规划建议中。简单来说，具身智能就是有了"身体"的人工智能。它不仅能思考，还会行动。 2025年，它们用身体感知世界，在学习中不断进化，它们登上春晚舞台、站上马拉松跑道、走进学校和工厂。从杭州到深圳，从上海到北京，机器人和背后 的科研团队，正沿着不同的路径加速奔跑。 年初还慢慢悠悠，年底就解锁了高难度空翻，人形机器人2025年的迭代之快，令人称奇。 宇树科技股份有限公司 高远：我们看到，它有一个非常长的滞空时间。瞬间又爆发出非常强劲的力量，落地的时候，它没有用手或者膝盖去支撑形成三角 关系，而是两条腿直接站在地上，这个难度会非常大。 机器人越来越灵活、稳定，靠的是复杂的运动控制算法，简单来说就是人类的小脑。 宇树科技股份有限公司首席营销官 王其鑫：基于人类的一些行为视频或者动作捕捉数据来构建一个行为数据库。比如说我们去参加人形机器人运动会的时 候，需要对机器人做大量的测试。可能之前想的是工程师在办公室里面敲敲代码，然后改改结构，但实际上我们的工程师都会一拥而上跟着机器人一起去 跑，看机器人的状态、速度、响应等，然后来判断哪里需要修复，哪里需要调整。 ...

央视网消息：2025年，"具身智能"作为前瞻布局的未来产业，被写入"十五五"规划建议中。简单来说，具身智能就是有了"身体"的人工智能。它不仅能思 考，还会行动。2025年，它们用身体感知世界，在学习中不断进化，它们登上春晚舞台、站上马拉松跑道、走进学校和工厂。从杭州到深圳，从上海到北 京，机器人和背后的科研团队，正沿着不同的路径加速奔跑。一起来看中国具身智能，如何从追赶到并跑、直到领跑全球。 刚刚过去的2025年，你记住了哪些具身智能的瞬间？ 是在舞台上扭秧歌（展示），还是在全运会上演奏乐曲？ 是昂首冲过马拉松终点（展示），还是断了一只胳膊仍然坚持完赛？ 这一年，它们也曾跌跌撞撞、迷失方向，但更多的，是在被击倒后爬起再战。在跌倒与爬起之间，机器人跑出了具身智能的加速度。 软件算法提升 运动控制能力强大 年初还慢慢悠悠，年底就解锁了高难度空翻，人形机器人2025年的迭代之快，令人称奇。 宇树科技股份有限公司 高远：我们看到，它有一个非常强的滞空时间，瞬间又爆发出非常强劲的力量，落地的时候，它是没有用手部或者说用膝盖，去支 撑形成三角关系的，而是直接就是两条腿直接站在地上，所以这个难度会非常大。 机器人越来越灵活 ...

12月28日，由创业黑马主办的"第17届创业家年会"在北京举办，年会主题为"智业革命 —— 跨越断层，成为新物种 "。峰瑞资本创始合伙人李丰以《AI投 资的逻辑与展望》为主题做了演讲。 李丰在演讲中表示，从2022年11月份到今天，我们走过了三年AI投资热潮。除了技术创新、大模型非常热之外，本轮AI投资热潮也是历史上钱最多的一 次。2026年谁能创造新的投资叙事和想象空间，谁就能给这些钱更多的理由让钱过来。2026年，当下的AI技术周期已经到了第三阶段，最终要看谁能用 上技术，而不是谁会技术。谁能用技术赚到钱，而不是谁能讲一个不同的技术路线。 以下内容为创业家&i黑马编辑过的演讲节选： 01 本轮AI热潮，是历史上钱最多的一次 下面用不同的视角，看看当下的AI投资。现在AI非常热，中美竞争非常激烈。从2022年11月份ChatGPT出现到今天，我们走过了三年AI投资热潮。 这次特别热，我们不妨换个角度理解"特别热"，除了技术创新、大模型外，还有什么？还有一件事，或许不容易被考虑到，这次是历史上钱最多的一次。 这有一点点宏观的问题，2020年，全球排名前五的主要央行，扩表了12万亿美金。用老百姓的话说，就是这些 ...

Core Insights - The article emphasizes the transition of AI from "specialized" to "generalized" language understanding over the past decade, with the next key battle being the expansion of this generality from the realm of language to the physical world [1] Group 1: Data Paradigm Shift - Data is evolving from a traditional "resource" role to a more fundamental "cognitive foundation" and "value carrier" [3] - High-quality, structured, and logically coherent data is becoming essential for defining the cognitive boundaries and aligning the value of models [3][4] - The forum discussed building a more interpretable, credible, and evolutionary knowledge system amidst the data deluge, highlighting data as a core link driving intelligent evolution and harmonious coexistence with society [4] Group 2: One Brain, Many Forms - The "One Brain, Many Forms" paradigm is redefining how intelligence is constructed, moving beyond single models for specific tasks to a unified cognitive core that can dynamically generate various forms for different scenarios [5] - This approach aims to achieve a leap from "specialized intelligence" to "unified intelligence," allowing the same "brain" to understand language, interpret visuals, and manipulate entities while sharing knowledge across different forms [5] Group 3: Embodied Intelligence and Data Collection - The founder of Noitom Robotics, Dr. Dai Ruoli, highlighted the high demand for quality data in the field of humanoid robots and embodied intelligence, emphasizing the relationship between data scale, quality, and model capability [10] - Dr. Dai identified three structural challenges in remote operation as a data acquisition method, pushing the industry to explore more universal and scalable data acquisition paradigms [11][12] - The concept of a "data pyramid" was introduced, stressing the importance of understanding the core value of data at different levels to create sustainable engineering and business paths [12] Group 4: Future of Embodied Data - The CEO of Jishudai Iteration, Tong Xianqiao, predicted an explosive growth in embodied data volume in the coming years, positioning "embodied data services" as a significant opportunity in the robotics sector [15] - Current data collection methods were categorized into two paths: real machine end and simulation end, focusing on various techniques for data acquisition [16] - A platform design approach was proposed to enhance data collection efficiency and optimize deployment, introducing the concept of AI agents for automatic annotation and resource management [17] Group 5: One Brain, Many Forms Discussions - The forum on "One Brain, Many Forms" featured discussions on the development of embodied intelligence and the integration of world models, with participants emphasizing the ongoing exploration phase in the industry [45][46] - The challenges of achieving a universal controller were discussed, with insights on the differences in performance based on hardware capabilities and algorithmic approaches [47] - The panel concluded with reflections on the future of embodied intelligence, highlighting the gap between innovative ideas and practical applications in the industry [48]

Core Viewpoint - The article emphasizes the importance of seizing opportunities in future industries, particularly in quantum technology, biotechnology, hydrogen energy, and nuclear fusion, as outlined in China's 15th Five-Year Plan [1] Group 1: Quantum Technology Development - Guangdong has established a clear strategic layout for quantum technology, aiming to create a world-class quantum information technology innovation platform and a southern base for quantum information industry [4][13] - The first large-scale dedicated optical quantum computer manufacturing plant in Shenzhen marks a significant transition from laboratory principles to engineering mass production, filling a global gap in the industry [5][14] - The Guangdong-Hong Kong-Macau Greater Bay Area is forming a robust "innovation magnetic field," with increased activity in quantum technology, including forums and collaborative events among universities and enterprises [6][14] Group 2: Sustainable Quantum Innovation Ecosystem - A comprehensive development framework covering basic research, technology breakthroughs, platform construction, and industry cultivation is rapidly taking shape in the Greater Bay Area [8][15] - Guangdong is implementing open talent recruitment plans and enhancing quantum information science education in key universities to support the growth of the quantum ecosystem [15] - The unique "one country, two systems, three tariff zones" structure of the Greater Bay Area is fostering a distinct path for quantum technology development, focusing on international research, industry demand, and regional collaboration [15] Group 3: Future Industries in Other Regions - In Hubei, the hydrogen energy industry is being developed with a comprehensive approach, aiming for a total industry chain output value of 100 billion yuan by 2027 [23] - Hubei has established a full-chain innovation matrix in biotechnology, with several products leading globally in market share [21] - The province is also advancing in 6G communication technology, with significant investments and developments aimed at becoming a leader in the global 6G landscape [20][22]

Group 1 - The 2025 Global Developer Pioneer Summit and International Embodied Intelligence Skills Competition (GDPS2025) will be held in Shanghai from December 12 to 14, featuring six major tracks and 17 events focused on both industrial and daily life skills for embodied intelligent robots [1] - The competition aims to integrate robots into households for tasks like folding clothes and arranging flowers, into hospitals for caregiving and emotional support, and into disaster scenarios to test survival and operational capabilities [1] - Expert judges will evaluate not only the technical performance of the robots but also their ability to provide humanistic care [1] Group 2 - Aoyitech will provide 30 high-performance dexterous hands for the competition, which are essential for humanoid robots to operate in physical environments [2] - The feedback from the competition will inform the next generation of Aoyitech's products, creating a positive feedback loop of technology, application, and iteration [2] - Aoyitech's technical support team will ensure the dexterous hands are properly deployed and ready to handle unexpected situations during the competition [2] Group 3 - The first full-size open-source humanoid robot, "Qinglong," has been developed by Humanoid Robotics (Shanghai) Co., which also established the first open-source community for humanoid robots [6] - The competition's home service track will challenge robots to perform tasks like folding clothes and organizing utensils in complex environments, testing their adaptability and robustness [6] - Zhu Yifan from Shanghai Kepler Robotics emphasized the shift from traditional fixed-path logistics to autonomous and flexible solutions in industrial settings [7] Group 4 - Kepler Robotics' "blue-collar humanoid robot" is designed for industrial logistics, addressing challenges in dynamic environments and heavy load precision handling [7] - The robot can operate for eight hours on a one-hour charge and can collaboratively handle loads of up to 30 kilograms [7] - The competition serves as a high-pressure test for the commercial viability of humanoid robots, requiring them to perform as reliable productivity tools rather than mere experimental devices [7] Group 5 - XMAN-R1, a service robot developed by Qinglong Intelligent, is prepared for the competition, which aims to validate the reliability and practicality of robots in real-world tasks [9] - Qinglong Intelligent holds a leading position in the commercial service robot market, with a global shipment share of 22.7% in 2024 and over 100,000 robots deployed across more than 600 cities worldwide [9]

Group 1 - The technology and manufacturing sectors have seen over 30 financing cases and multiple transactions exceeding 100 million RMB, with significant investments in AI, semiconductors, and high-end manufacturing [1] - The healthcare sector is also robust, with large transactions such as 500 million RMB for Repu Morning and 6 million USD for Tuoji Medicine, focusing on regenerative medicine and innovative medical devices [1][2] - The overall financing events in the domestic primary market totaled approximately 4.55 billion RMB from November 17 to November 23, with 36 financing events reported [1] Group 2 - The advanced manufacturing sector led with 10 financing cases totaling about 1.05 billion RMB, followed by the biomedicine sector with 7 cases at approximately 750 million RMB, and the AI sector with 4 cases at around 760 million RMB [2] - The financing activities were concentrated in regions such as Zhejiang, Shanghai, and Jiangsu, with 9, 8, and 7 financing cases respectively [3] - Active investment institutions included Qiming Venture Partners and Sequoia China, with Qiming completing 4 financing cases and Sequoia completing 3, primarily in technology, manufacturing, and healthcare sectors [4] Group 3 - Companies like Bilin Information and Xianbing Sister have completed significant financing rounds, with Bilin receiving several million RMB for its tourism media platform and Xianbing Sister securing 20 million RMB for its heritage food brand [5][6] - Mingche Bio, focusing on ophthalmic medical devices, completed several million RMB in financing, while Anxin Medical, specializing in women's health, also secured significant angel funding [7][8] - Other notable financing events include Deli Furu's A round, Newborn's over 100 million RMB A round, and Star Motion Era's nearly 1 billion RMB A+ round, indicating strong investor interest in innovative technology and healthcare solutions [10][18][36]

Core Insights - Leju Robotics has completed nearly 1.5 billion yuan in Pre-IPO financing, with plans for an IPO underway [1] - The financing round was led by multiple investors, including Shenzhen Investment Holdings and Top Group, aimed at enhancing core technology development and expanding application scenarios for humanoid robots [1][2] - Leju Robotics, established in 2016, is one of the earliest entrants in the humanoid robotics sector in China, with products including general humanoid robots and hospital logistics robots [1] Investment and Partnerships - The company has formed partnerships with over 40 industry players, including Huawei, Tencent, and Alibaba Cloud, to explore extensive application scenarios [1] - Huawei is a key partner, with Leju Robotics being the first humanoid robot company to enter Huawei's embodied intelligence ecosystem and collaborate on applications involving Huawei's Pangu model [2] - Recent collaborations include the launch of the world's first humanoid robot equipped with 5G-A technology, developed in partnership with China Mobile and Huawei [2] Industry Trends - The IPO processes for core players in the embodied intelligence sector are accelerating, with Yushu Technology leading the way in its IPO preparations [2]

Core Insights - Leju Robotics has completed nearly 1.5 billion RMB in Pre-IPO financing, aimed at enhancing core technology research and expanding industrial applications for humanoid robots [2] - The company is recognized as a national-level "little giant" enterprise focusing on intelligent robot development and production, with products including general humanoid robots and hospital logistics robots [2][3] - Leju Robotics has established partnerships with over 40 industry players, including Huawei and Tencent, to explore extensive industrial applications [3] Financing and Investment - The recent Pre-IPO financing was backed by multiple investors, including Shenzhen Longhua Capital and CITIC Jinshi, and will support the company's IPO plans [2] - The company has invested in various upstream and downstream enterprises to strengthen its industrial chain, including companies focused on integrated joints and motor technology [3] Technology Development - Leju Robotics is exploring the integration of Model-Based and Reinforcement Learning algorithms for its control systems, collaborating with several prestigious universities and research institutions for joint research [3] Industrial Applications - The company is focusing on the industrialization of humanoid robots across various scenarios, including research, commercial services, and home applications [3] - Leju Robotics has launched the first 5G-A embodied intelligent robot in collaboration with China Mobile and Huawei, addressing technical challenges in high-concurrency scenarios [2][3]