2025年，具身智能成为融资热度最高的赛道之一。据不完全统计，12月以来便有约10家相关企业宣布获 得融资。 与此同时，随着具身智能正式上升为国家战略，今年以来各地密集出台相关政策，抢占赛道先发优势。 政策护航之下，多家上市公司也纷纷融入具身智能产业链。业内人士认为，未来具身智能技术突破与商 业化场景落地有望进一步加速。 融资持续火热 近日，被称为"杭州六小龙"之一的云深处科技宣布完成超5亿元C轮融资。据悉，云深处科技本轮融资 由招银国际和华夏基金联合领投，中国电信（601728）、中国联通旗下基金参与战略投资，云晖资本等 多家机构跟投，达晨财智等老股东在本轮继续加持。 云深处科技创始人兼CEO朱秋国表示，这一轮融资将用于继续加大研发投入力度，引进更多优秀人才， 进一步加强四足机器人及人形机器人的研发。公司将以此次融资为契机，推动具身智能技术从"单点突 破"走向"系统赋能"，让机器人真正成为千行百业的智能化助手。 艾瑞研究院认为，2025年中国核心城市在具身智能领域的竞争已从单纯企业引进转向生态构建与标准制 定。例如，北京致力于打造全球机器人产业高地与应用示范窗口；上海展现出极强的政策执行力与资金 支持力度， ...

● 本报记者 黄一灵 2025年，具身智能成为融资热度最高的赛道之一。据不完全统计，12月以来便有约10家相关企业宣布获 得融资。 与此同时，随着具身智能正式上升为国家战略，今年以来各地密集出台相关政策，抢占赛道先发优势。 政策护航之下，多家上市公司也纷纷融入具身智能产业链。业内人士认为，未来具身智能技术突破与商 业化场景落地有望进一步加速。 融资持续火热 近日，被称为"杭州六小龙"之一的云深处科技宣布完成超5亿元C轮融资。据悉，云深处科技本轮融资 由招银国际和华夏基金联合领投，中国电信、中国联通旗下基金参与战略投资，云晖资本等多家机构跟 投，达晨财智等老股东在本轮继续加持。 云深处科技创始人兼CEO朱秋国表示，这一轮融资将用于继续加大研发投入力度，引进更多优秀人才， 进一步加强四足机器人及人形机器人的研发。公司将以此次融资为契机，推动具身智能技术从"单点突 破"走向"系统赋能"，让机器人真正成为千行百业的智能化助手。 各地抢占赛道 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，推动量子科技、生物制造、 氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点。 这并非具身智 ...

Market Overview - US stock markets experienced a decline, with the Dow Jones down 0.19%, Nasdaq down 0.95%, and S&P 500 down 0.55% [1] - Major tech stocks also fell, including Amazon down 3.04%, Nvidia down 2.82%, Tesla down 1.93%, Meta down 1.28%, Microsoft down 1.01%, Apple down 0.63%, and Google A down 0.34% [1] Company Developments - Lithium Americas saw a post-market surge of over 94% following reports that the Trump administration is considering holding shares in the company [2] - The US Department of Defense awarded a $245 million contract to a US antimony company [3] - Micron Technology reported that AI-driven demand is accelerating the shortage of DRAM supplies [5] - Microsoft announced the launch of a chip-integrated microfluidic cooling system [7] Industry Insights - The semiconductor industry is facing rising prices, with reports indicating that the price of the last generation 3nm CPUs has increased by approximately 20%, and the upcoming 2nm generation is expected to rise by over 50% [12] - TSMC has notified clients of price increases of about 5% to 10% for 5nm, 4nm, 3nm, and 2nm wafer foundry services [12] - The global semiconductor wafer production capacity is projected to grow from 31.5 million pieces per month in 2024 to 33.7 million pieces per month in 2025, driven by increasing chip demand [12] - The photovoltaic industry is seeing significant price control measures, with expectations for supply-side improvements through policy support and market-driven capacity exits [15] Investment Opportunities - Tether is seeking to raise up to $20 billion at a valuation of $500 billion [6] - Cloud AI and robotics sectors are gaining traction, with companies like CloudWalk and others showcasing advancements in AI-driven products and technologies [19][20] - The demand for high-end copper foil is surging due to AI server requirements, with a notable price increase of about 15% announced by Mitsui Mining [16] Upcoming Events - The Cloud Summit is set to open today, featuring Nvidia and discussions on robotics [13] - The Shanghai International Intelligent Robotics Conference will also take place today, with participation from various tech companies [13]

Core Viewpoint - The company, Yuntian Lifi (688343.SH), is set to launch its self-developed AI-driven product, Luka Doctor AI plush toy, by the end of 2025, indicating a focus on innovative consumer products in the AI sector [1] Group 1: Product Development - The company is developing a new generation of "brain" chips, the DeepXBot series, aimed at enhancing perception, cognition, decision-making, and control tasks in humanoid robots [1] - The company has completed the research and development of its fourth-generation NPU and is currently advancing the development of the next-generation high-performance NPU, which will be more suitable for AI inference applications [1] - The company is working on multiple chip designs to cater to diverse application scenarios, showcasing its commitment to broadening its technological capabilities [1]

Group 1: Technology Developments - Google launched its advanced image generation and editing model, Gemini 2.5 Flash Image, which ranks first in AI image editing models and offers capabilities like character consistency and natural language precision in image editing [2] - SpaceX successfully conducted the tenth test flight of its Starship rocket, focusing on deploying simulated satellites and conducting engine re-ignition tests in space [3] - The new generation of the Chinese operating system, Galaxy Kirin OS V11, was released, featuring a new architecture and achieving over 16 million deployments [4] Group 2: AI and Cloud Services - Alibaba Cloud announced a price reduction for its model context caching service, lowering the cost from 40% to 20% of the input token price when cache hits occur [5] - Alibaba also open-sourced a multi-modal video generation model, Wan2.2-S2V, capable of creating high-quality digital human videos from a single image and audio [6] - Baidu launched an AI search application named "Tizzy.ai," now rebranded as "梯子AI," focusing on ad-free intelligent search capabilities [7] Group 3: E-commerce and Marketing Innovations - JD Global Purchase announced a trial of group broadcasting during the Qixi Festival, featuring popular boy and girl groups to enhance viewer engagement [8] - Douyin's Vice President refuted rumors regarding employee turnover rates, emphasizing the company's stable employee retention statistics [9] Group 4: Strategic Partnerships and Investments - Kingdee and Sailis Group established an AI laboratory to support Sailis's AI transformation plans, leveraging Kingdee's technology [10] - Pengding Holdings reported that its AI server and optical module products have received certifications from some clients, indicating progress in the AI market [11] - Volant Aviation secured a 3 billion yuan order for eVTOL aircraft from Agricultural Bank of China Financial Leasing [16] Group 5: Automotive and Transportation - Tesla is considering price adjustments for its Model Y in response to increasing demand for electric vehicles in the U.S. as tax incentives are set to expire [12] - Ninebot launched its self-developed operating system, NimbleOS, specifically for electric two-wheelers, enhancing operational efficiency [14] - WeRide and Shenzhen Bus Group launched the first L4 autonomous bus line in Shenzhen, offering free rides to the public [15] Group 6: Semiconductor and Manufacturing - SK Hynix announced the mass production of its 321-layer 3D NAND storage devices, which can support high-capacity SSDs for data centers [21] - Shiyun Circuit plans to invest 1.5 billion yuan in a new PCB manufacturing base to enhance production capacity for advanced HDI products [20] - Hesai Technology received approval from the China Securities Regulatory Commission for its overseas IPO [23] Group 7: Financial Performance - Cambricon reported a significant revenue increase of 4347.82% year-on-year, achieving a net profit of 1.038 billion yuan in the first half of the year [26][27] - Shenghong Technology's revenue grew by 86% year-on-year, with a net profit increase of 366.89%, driven by opportunities in AI computing [28]

格隆汇8月26日|云天励飞(688343.SH)在投资者互动平台表示，公司Deep Edge10芯片系列是云天励飞自 主研发的高性能SoC芯片，采用国产14nm Chiplet工艺，内含国产RISC-V核,可支持包括Transformer模 型、BEV模型、CV大模型、LLM大模型等各类不同架构的主流模型，并在机器人、边缘网关、服务器 等领域实现商业化应用，为深空探测实验室的自主可控星载计算提供支撑。公司正在开发新一代"大 脑"芯片DeepXBot系列，以加速人形机器人中的感知、认知、决策和控制的推理任务。 ...