每经记者｜李宇彤 每经编辑｜魏文艺 今年上半年，大厂纷纷高调布局具身智能赛道。相较而言，字节跳动却显得异常低调。 然而，低调不代表缺席。对于这一被视为未来入口的领域，字节跳动其实正"暗度陈仓"。 9月2日，星尘智能（深圳）有限公司（以下简称"星尘智能"）宣布与仙工智能达成战略合作，计划未来两年内，在工业制造、仓储物流等场景中分阶段部署 上千台AI（人工智能）机器人。事实上，截至今年9月，在当前具身智能赛道能签下"千台级"订单的玩家，只有宇树科技、智元机器人、松延动力等寥寥几 家。 值得注意的是，星尘智能背后的投资方不仅包括蚂蚁集团、云启资本、道彤资本等知名机构，还有与字节跳动渊源深厚的锦秋基金。 据《每日经济新闻》记者（以下简称"每经记者"）了解，字节跳动是锦秋基金的众多LP（有限合伙人）之一。锦秋基金由原字节跳动财务投资部负责人杨 洁创立，其名称取自字节跳动首个办公地点"锦秋家园"，核心团队也多来自字节跳动投资部门及其他一线投资机构和产业公司。 而字节跳动对于具身智能的布局不止于此。今年7月，字节跳动Seed团队推出全新VLA（视觉—语言—动作模型，Vision-Language-Action）模型——Se ...

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [1]. Core Insights - The robotics index outperformed the market, increasing by 2.6% during the week, surpassing the Shanghai Composite Index and the CSI 300 Index by 0.9 percentage points each [5][12]. - The 2025 World Artificial Intelligence Conference showcased over 3,000 cutting-edge exhibits, including more than 60 intelligent robots and numerous AI products, marking the largest scale in history [16]. - Tesla's Optimus Gen-3 is expected to be released by the end of 2025, with mass production starting in 2026, aiming for an annual production of 1 million units by around 2030 [16]. Summary by Sections Market Review - The robotics index rose by 2.6% from July 21 to July 27, outperforming the Shanghai Composite and CSI 300 indices by 0.9 percentage points each, while slightly underperforming the ChiNext index by 0.2 percentage points [5][12]. Industry Dynamics - The 2025 World Artificial Intelligence Conference featured significant product launches, including the Star Motion L7 humanoid robot, which boasts 55 degrees of freedom and a running speed of 4 m/s [17]. - The Walker S2 industrial humanoid robot from UBTECH incorporates a unique AI dual-loop system for enhanced operational efficiency, achieving 24/7 operation through innovative battery-swapping technology [21]. - Unitree R1, a new humanoid robot, has 26 joints and is priced starting at 39,900 yuan, integrating multimodal AI capabilities [25]. - ByteDance introduced the GR-3 model, a versatile robot capable of complex tasks, supported by the ByteMini robot featuring 22 degrees of freedom [29][30].

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFlytek, as well as AI hardware companies like Yingshi Network, Hongsoft Technology, and Hesai Technology, indicating a positive investment outlook for these sectors [3]. Core Insights - The AI industry is expected to see significant growth, particularly in the second half of the year, with advancements in AI applications, smart driving, domestic substitution, and overseas expansion showing promising trends [5][12]. - The report highlights the performance of the AI computing sector, which is expected to maintain high growth, while AI applications are accelerating upward [11][13]. - The report anticipates that the overall revenue for the sector may be flat, but profit margins are expected to improve due to cost savings from AI integration and efficiency gains [5][12]. Summary by Sections Current Week's Insights - The report discusses the recent advancements in AI, including the release of the GR-3 model by ByteDance's Seed team, which demonstrates superior capabilities in real-world scenarios [5][12]. - The report notes that the AI industry chain, smart driving, and domestic substitution are expected to maintain good momentum, with a focus on AI applications showing accelerated growth [12]. Sector Performance - The report categorizes various sectors within the computer industry based on their growth potential, with AI computing and lidar maintaining high growth, while sectors like industrial software and medical IT are under pressure [11][13]. - The report indicates that the software outsourcing sector is stable, with new growth drivers emerging from AI, overseas expansion, and domestic substitution [13]. Market Review - From July 18 to July 25, 2025, the computer industry index rose by 1.71%, outperforming the CSI 300 index by 0.02 percentage points, indicating a positive market sentiment [14][19]. - The report highlights the top-performing companies in the computer sector during this period, showcasing significant gains for several firms [19]. Upcoming Events - The report mentions key upcoming events, including the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, which are expected to present opportunities within the industry [27][28].

Core Insights - The article highlights significant developments in the AI sector, including employee turnover intentions in AI companies, funding activities, and advancements in AI technologies and products. Domestic Major Events - Over 41% of employees in leading domestic AI companies are considering job changes, significantly higher than the 14.65% in the internet sector, indicating high activity among AI talent [3]. - SenseTime's autonomous vehicle division is pursuing several hundred million yuan in financing, following a restructuring to promote independent financing for its various AI-related sectors [3]. - Hello Robotaxi has unveiled its first self-developed model, an SUV equipped with laser radar, aiming for business scalability within two years and potential international expansion [3]. AI Technology Developments - ByteDance launched the Seed Livelnterpret 2.0, an end-to-end simultaneous interpretation model that achieves near-human accuracy and low latency in Chinese-English translation [5]. - The AWS Shanghai AI Research Institute has been disbanded, with Amazon Cloud Technology citing organizational restructuring and personnel streamlining [5]. - 360 Company plans to release two AI hardware products, including AI glasses and an AI recording pen, emphasizing the need for display functionality in smart glasses [9]. AI Financing Overview - A total of 26 AI financing events were disclosed globally this week, with a total financing scale of 6.99 billion yuan, averaging 437 million yuan per event [37]. - In the domestic market, 24.83 billion yuan was raised across various AI financing events, with the highest being nearly 1 billion yuan for a humanoid robot developer [48]. International Developments - Nvidia's CEO Huang Renxun praised the innovation capabilities of Chinese companies, particularly highlighting DeepSeek's R1 model as a significant advancement in AI technology [17]. - Tesla's CEO Elon Musk shared that Tesla achieved the highest performance in driver assistance tests in China without local training data, showcasing the effectiveness of their systems [25]. - Neuralink anticipates regulatory approval for its "telepathy" brain-machine interface by 2029, projecting significant revenue from annual chip implant surgeries [27]. AI Model Rankings - Chinese models Kimi K2, DeepSeek R1, and Qwen3 ranked in the top three of the global open-source model leaderboard, outperforming competitors from Google and Meta [24]. Regional Distribution of AI Financing - The majority of domestic AI financing events were concentrated in Guangdong, Beijing, and Shanghai, with Guangdong alone accounting for 8 events totaling 1.689 billion yuan [43][46].

Group 1 - ByteDance's Seed team launched the general-purpose robot model GR-3, which can generalize to new objects and environments [1] - The team also developed a dual-arm mobile robot called ByteMini, which efficiently handles complex tasks in real-world settings using the GR-3 model [1] Group 2 - Zero One Everything introduced the enterprise-level Agent intelligent system, positioning it as a "super employee" with deep thinking and task planning capabilities [2] - The updated platform, called WanZhi, offers development tools and configuration options for businesses to customize solutions based on their specific needs [2] Group 3 - OpenAI announced a partnership with Oracle to develop an additional 4.5 GW of capacity for the "Stargate" AI data center, bringing the total capacity to over 5 GW [3] - This initiative is part of a broader commitment to invest $500 billion in AI infrastructure in the U.S. over the next four years [3] Group 4 - Tesla opened its first restaurant in Hollywood, California, featuring over 250 seats and 80 V4 supercharging stations [4] - The restaurant also sells various Tesla-branded merchandise, and Elon Musk is considering expanding this restaurant concept globally [4] Group 5 - Xiaomi's SU7 achieved the highest one-year resale value of 88.91% in the 2025 China Automotive Resale Value Research Report [5] - Tesla's Model 3 and Model Y also showed strong resale values at 76.04% and 71.28%, respectively [5] Group 6 - Xiaohongshu is testing a new voice comment feature, currently available to a limited number of users [6] - Users can send voice comments that are playable audio clips in the comment section [5] Group 7 - WeChat has introduced a new feature that automatically converts voice messages to text and sends them [7][8] Group 8 - Bilibili made its debut on the Fortune China 500 list, driven by revenue growth from gaming and advertising [9] - The company reported its first positive adjusted net profit in Q3 2024 after years of losses [9] Group 9 - The Chinese Football Association announced plans to form a national esports football team to participate in international competitions [10]

扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 4.【AI驱动的治理协议Quack AI完成360万美元融资，Animoca Brands等参投】据官方消息，由AI 驱动的治理协议Quack AI宣布完成360万美元融资，支持方包括Animoca Brands、071labs、 Skyland Ventures、Kenetic、Scaling Labs、Carv以及Merlin Chain以及其他战略投资者。据介 绍，Quack AI 是一个去中心化治理协议，它使用自主AI代理读取、分析和执行跨多个区块链的 DAO 提案。Quack AI最初构建于DuckChain之上，现在支持BNB Chain、Arbitrum和Optimism等生态系 统的治理。（金融界） 更多AIGC资讯 …… 1.【美媒：美国"星际之门"项目开局坎坷，启动半年未落实计划】今年年初，美国新一届政府上台后 迅速宣布要打造"历史上最大的人工智能(AI)基础设施项目"——"星际之门"(Stargate)。但据《华尔 街日报》当地时间7月21日报道，"星际之门"开局坎坷，目前进展缓慢。重要出资方日本软银集团和 OpenAI(美国开 ...

Core Viewpoint - GR-3, developed by ByteDance, is a large-scale visual-language-action (VLA) model designed to advance general robotics strategies, demonstrating exceptional capabilities in generalization, efficient fine-tuning, and execution of complex tasks [2][7]. Group 1: Performance and Advantages - GR-3 excels in generating action sequences for dual-arm mobile robots based on natural language instructions and environmental observations, outperforming current advanced baseline methods [2][7]. - The model's architecture includes a total of 4 billion parameters, balancing performance and efficiency by optimizing the action generation module [10][12]. Group 2: Core Capabilities and Innovations - GR-3 addresses three major pain points of traditional robots: inability to fully recognize, learn quickly, and perform tasks effectively [7]. - It features a dual-path design combining data-driven approaches with architectural optimization, enabling it to understand abstract instructions and perform precise operations [7][12]. - Key innovations include enhanced generalization capabilities, efficient adaptation with minimal human demonstration data, and stable performance in long-duration and intricate tasks [12][14]. Group 3: Training Methodology - The training strategy employs a "trinity" approach, integrating robot trajectories, visual-language data, and human demonstrations for progressive learning [15][19]. - The model's ability to recognize new objects improved by approximately 40% through joint training with vast internet visual-language datasets [19][23]. Group 4: Hardware Integration - The ByteMini robot, designed for GR-3, features a flexible 7-degree-of-freedom arm and a stable omnidirectional base, enhancing its operational capabilities in various environments [25][26]. - The robot can autonomously generate task combinations and control environmental variables, ensuring effective task execution [21][25]. Group 5: Experimental Validation - GR-3 was tested in three challenging tasks, demonstrating strong adaptability to new environments and abstract instructions with a success rate of 77.1% for understanding new directives [30][38]. - In a long-duration task, GR-3 maintained a success rate of 89% in executing multi-step actions, significantly outperforming previous models [42].