四轮驱动破局落地瓶颈，智元构建具身智能 "飞轮体系"。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，由智元机器人主办，以"全球视角下的具身智能新机遇"为主题的"智启具身论 坛"于7月27日在上海世博展览馆举行。 在本次论坛上，智元机器人合伙人&具身业务部总裁姚卯青以《通向具身智能大规模突破之路——智 元的本体，数据，算法飞轮》为主题分享。 据姚卯青介绍， 智元打通了机器人本体、运动智能、交互智能、作业智能，实现"一体三智"全栈闭 环发展，并构建"数据-模型-本体-场景"四轮驱动的具身智能飞轮体系。每一次"数据-模型-本体- 场景"飞轮的转动，都让具身智能赋能千行百业更进一步 。 目前，智元通过自建专业数采工厂，形成全球最大数据集AgiBot World并开源，姚卯青说："面对 具身智能数据的荒漠，我们选择栽下第一棵树，愿其能成为一片森林"；同时，智元还发布行业首个 通用具身基座模型——启元大模型，拥有"一脑多形"能力，可适配其他异构机器人本体，正如姚卯 青所言："当大模型赋予机器人智慧与灵魂，物理智能涌现的命运齿轮就开始转动"。 此外， 在场景 ...

图片来源： a16z Z Highlights： 本篇文章记录了 2025 年 6 月期间 a16z 与五家 AI 原生公司的 CFO 在圆桌会议中共同探讨 AI 对企业财务职能的诸多影响。 AI正从根本上改变企业，而财务职能在这个过程中受到的冲击尤为明显。CFO们正在通过AI copilots来增强组织中的劳动效率，同时他们还面临着日益增长 的需求：管理企业的快速增长，应对企业新的成本结构和财务报告要求以及在新定价模式下做出复杂的决策。 我们基于合作伙伴的研究成果，包括《 What "Working" Means in the Era of AI Apps 》和《 How 100 Enterprise CIOs Are Building and Buying Gen AI in 2025 》的研究，采访了五位来自AI原生企业的财务领导人，深入探讨了这一变化，包括： AI不仅仅是在重塑产品和服务，它正在重新定义企业如何衡量、预测和优化财务表现。 1.重新思考定价：从订阅制向消耗量和结果导向的转变 正如a16z在12月的文章《 AI is driving a shift toward outcome-based ...

本届6家SAIL之星获奖企业中唯一的机器人公司。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，2025世界人工智能大会最高奖项SAIL奖（Super AI Leader，卓越人工智能引 领者奖）终极榜单于7月26日正式揭晓。 其中，智元机器人自主研发的「启元通用具身大模型」凭借其在技术创新、产业落地、数据驱动、评 测创新及开发平台等多个维度的表现，成功从众多参评项目中脱颖而出，荣膺SAIL之星奖。值得关 注的是， 智元机器人是本届6家SAIL之星获奖企业中唯一的机器人公司 。 本次荣获SAIL之星，不仅是对「启元通用具身大模型」技术实力的肯定，更标志着智元在机器人领 域的创新成果获得全球AI行业的高度认可。未来，智元机器人将继续发扬SAIL奖"追求卓越、引领未 来"的理念，不断探索具身智能的新边界，为推动具身智能机器人的普及与应用贡献更多力量。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 自2018年设立以来，SAIL奖由全球数十位权威专家，包括中国科学院院士、中国工程院院士以及国 内外知名科研 ...

记者丨杨坪 编辑丨朱益民 江佩佩 几个天才少年，加上炙手可热的具身智能概念，能创造什么财富神话？ 答案是连续11个涨停板。 在公布控制权拟易主智元机器人的第十二个交易日，上纬新材终于打开涨停。 7月25日收盘， 上纬新材（688585.SH）的总市值已攀升至266亿元 ， 较其公告前的32亿市值暴涨近八倍，较智元机器人今年3月公布的150亿 元估值也高出77%。 五年前，当上纬新材险些由于市值太低导致发行失败时，谁也没想到其会有烈火烹油的今日。 彼时，其以2.49元/股的价格发行，总市值仅10.04亿元，擦线踏过科创板10亿市值的发行门槛。上市后，公司股价表现平平，虽然近三年盈利 较为稳定，净利润始终维持8000万左右，但总市值只在30亿元附近。 也正因"便宜"，上纬新材的优质"壳"特性突出，进而吸引了"金主"智元机器人。 7月8日， 上纬新材发布公告称，智元机器人拟至少收购其63.62%股份。 本次交易如成功落地，有望成为国九条和并购六条实施以来，新质生 产力企业在A股的标志性收购案例，也是具身智能企业在科创板的首单收购案例。 华为天才少年2 1亿元并购，上纬新材股价11连板 智元机器人成立于2023年2月 ...

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Kaltura Work Genie is now available to help customers transform their enterprise knowledge into personalized, AI-driven learning and support pathsNew York, July 16, 2025 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the AI Video Experience Cloud, today announced the availability of the Kaltura Work Genie in the new AI Agents and Tools category of the AWS Marketplace. Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agents solutions, including the Work Genie, one of a growing num ...

Core Viewpoint - Zhiyuan Robotics has completed a new round of strategic financing with investment support from Charoen Pokphand Group, aiming to explore business opportunities in various verticals such as life sciences, new retail, and health services [1][2]. Group 1: Investment and Financing - Zhiyuan Robotics has attracted significant investment, including support from Tencent, JD.com, and Shanghai Embodied Intelligence Fund in the first half of this year [1]. - The company has made direct investments in 27 projects and indirect investments in 57 projects, with a current valuation of approximately 20 billion yuan [2]. - Recently, Zhiyuan Robotics announced the acquisition of controlling interest in the Sci-Tech Innovation Board listed company, Shouwei New Materials [2]. Group 2: Company Background and Team - Established in 2023, Zhiyuan Robotics focuses on the integration of AI and robotics, aiming to create world-class general-purpose embodied robot products and applications [2]. - The founding team consists of experienced executives from renowned global companies and top scientists in the AI field, providing a strong technical and management background [3]. - The chairman, Deng Taihua, previously served as vice president at Huawei, while co-founder Peng Zhihui is a well-known figure with significant online influence [3]. Group 3: Product Development and Technology - Zhiyuan Robotics has developed a full-stack technology system for robotics, covering various commercial scenarios with product families including Expedition, Elf, and Lingxi [3]. - The company launched its first product, Expedition A1, marking a significant transition from laboratory research to practical application, followed by the Expedition A2 and the upcoming Lingxi X2 [3]. - The company has introduced a one-stop development platform, Genie Studio, and released the world's first embodied world model driven by robot action sequences, promoting global research in embodied intelligence [5]. Group 4: Market Expansion and Production - Zhiyuan Robotics has achieved mass production of its general-purpose embodied robots, laying the groundwork for a target of thousands of units shipped in 2025 [5]. - The company recently won a bid for a humanoid biped robot contract with a budget of 78 million yuan (including tax) from China Mobile (Hangzhou) Information Technology Co., Ltd. [5].

以下文章来源于直面AI ，作者薛亚萍 直面AI . 聚焦前沿科技，抢先看到未来。 来源丨直面AI（ID： faceaibang ） 作者丨薛亚萍 编辑丨赵晋杰 邓泰华在主导华为昇腾AI芯片及鲲鹏算力平台期间积累的经验，为他进军具身智能领域奠定了基础。 这些技术，也恰恰是构建人形机器人"大脑"（AI决策）与"神经系统"（通信控制）所需要的技术。 图源丨Midjourney 刚刚完成对上市公司上纬新材收购的智元机器人，近期又引入了正大集团的战略投资。一系列举措， 都让稚晖君背后的关键人物——智元机器人董事长兼CEO邓泰华，走到镁光灯下。 邓泰华甚至一定程度上充当了稚晖君创立智元的引路人角色。 据《科创板日报》报道，正是邓泰华邀 请当时还在华为工作的稚晖君（彭志辉）创业，才有了如今这家估值150亿元的智元机器人。 《中国经营报》也报道称，有智元机器人内部人士确认，邓泰华实际上一直担任该公司的创始人、董 事长及首席执行官，"只是过去他一直保持低调"。 在创立智元机器人之前，邓泰华曾在华为工作二十余年，早年间是华为王牌业务无线产品线（通信基 站，如5G等）的负责人，后来担任华为公司副总裁、计算产品线总裁，主导了鲲鹏、昇 ...

Group 1 - The Robot ETF (562500) has risen by 1.69%, showing strong upward momentum with significant trading volume, indicating a potential influx of market capital [1][2] - Key component stocks such as Zhongdali De and Ruishun Technology have recorded substantial gains, with Zhongdali De hitting the daily limit and Ruishun Technology increasing by over 7% [1] - The Robot ETF is the only robot-themed ETF in the market with a scale exceeding 100 billion, covering various segments including humanoid robots, industrial robots, and service robots [2] Group 2 - Shanghai Securities highlights the capabilities of the Genie Operator-1 (GO-1) model, which can quickly adapt to new scenarios with minimal data, showcasing its strong generalization ability [2] - The GO-1 model is integrated with a data feedback system that captures problem data during execution, allowing for continuous performance improvement through manual review and model optimization [2] - A recent closed-door seminar demonstrated the application of the high-performance development framework dora-rs in AI embodied robots, showcasing real-time closed-loop processing capabilities [1]

Group 1: Investment Trends in Embodied Intelligence - The investment frenzy in the embodied intelligence sector has reached a boiling point, with four companies announcing new funding rounds totaling nearly 2.6 billion RMB, with individual amounts exceeding 1 billion RMB [1] - In the first five months of 2025, there were 114 investment events in China's embodied intelligence sector, with total financing exceeding 23 billion RMB, surpassing the total for the entire previous year [1] Group 2: Strategic Acquisition by Zhiyuan Robotics - Zhiyuan Robotics announced a strategic acquisition of over 63% controlling stake in Upwind New Materials for approximately 2.1 billion RMB, causing a significant market reaction [2][4] - The acquisition was structured in two steps: an agreement to acquire 29.99% of shares and a partial tender offer to increase ownership to 66.99% [5][6] Group 3: Implications of the Acquisition - The acquisition allows Zhiyuan Robotics to bypass traditional IPO routes, simplifying the approval process and providing a direct channel to public capital markets [6][15] - This move offers early investors an exit strategy, enhancing their confidence in Zhiyuan's future prospects [16] - The acquisition paves the way for future industry integration and operational flexibility, allowing Zhiyuan to leverage its position for further growth [17] Group 4: Company Background and Leadership - Zhiyuan Robotics is led by co-founder and CTO Peng Zhihui, known for his innovative projects, while Deng Taihua, a former Huawei executive, plays a crucial role in the company's strategic direction [8][12] - The company has rapidly developed a range of robotic products and platforms, showcasing its ambition to become a foundational technology provider in the robotics sector [12][14] Group 5: Market Dynamics and Future Outlook - The robotics industry is transitioning from a focus on physical capabilities to the integration of advanced AI models, with Zhiyuan's GO-1 model positioned as a key player in this shift [14] - The current market demands practical applications of robotics in real-world environments, making Zhiyuan's acquisition a strategic move to accelerate its maturity and commercial viability [14][19]