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 ...

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 ...

工人在亨通集团绿色光纤预制棒智能制造生产车间忙碌。新华社发（亨通集团供图） 科沃斯机器人股份有限公司展厅内，一台台机器人拿出看家本领，炒菜、扫地样样精通；思必驰科 技股份有限公司展厅里，智能摄像头识别会议发言人位置并自动追踪，实时生成会议纪要……这是科技 日报记者近日参加工业和信息化部"新型工业化媒体调研行"华东站活动时看到的场景。 如今，人工智能（AI）走入车间、走上核心岗位，深刻改变着生产方式。AI赋能千行百业的美好 愿景正逐步成为现实。 AI加速落地轻工业场景 一杯牛奶，从牧场到消费者手中的每个流程，都能通过AI实现追溯。在光明乳业股份有限公司 （以下简称"光明乳业"）华东工厂中控中心，记者切身感受AI给牛奶产业带来的变化。 "每袋鲜奶涉及54个关键节点。"光明乳业数字化中心高级经理徐剑华介绍，依托AI算法和可穿戴设 备，奶牛健康状况可实时更新，系统甚至能提前24小时预测奶牛发情期，将配种效率提升15%。 光明乳业正在将AI深度嵌入产业链各环节。在饲喂环节，TMR（全混合日粮）精准饲喂系统可根 据奶牛进食数据自动优化饲料配比，将饲料利用率提升12%，年节省成本近800万元；在生产环节，AI 智能温控系统 ...

据中国证券报消息，智元数据采集中心在上海浦东运营，通过"数据+AI"提升机器人智能化水平。自 2024年9月启动以来，该中心已采集超百万条高质量数据，覆盖多种真实场景。智元机器人开源了百万 真机数据集AgiBot World，并发布了通用具身基座模型GO-1，提升机器人学习效率。今年4月推出的 Genie Studio平台，为开发者提供一站式解决方案。预计2025年，智元机器人将进入量产化元年，推动 产品商用，出货量达数千台。公司已完成新一轮融资，支持其智能化进程。(中国证券报) ...

制造成长周报（第 11 期） 优于大市 特斯拉计划五年内量产百万台机器人，小鹏首次展示全尺寸机 器人 Iron 证券研究报告 | 2025年04月28日 行业动态：人形机器人-4 月 23 日，特斯拉计划在五年内实现年产 100 万台 Optimus；4 月 23 日，小鹏首次公开展示全尺寸人形机器人；4 月 21 日，智元发布具身智能一站式开发平台；4 月 22 日，荣耀成立新公司 含智能机器人销售业务；4 月 22 日，智元机器人发布并开源仿真评测工 具；4 月 25 日，首届具身智能机器人运动会在无锡开幕；低空经济-4 月 22 日，美团自研第四代无人机获运营合格证；4 月 25 日，杭州召开 "2025LDTC 低空经济与科技创新大会"。 政府新闻：人形机器人-4 月 22 日，国家发改委联合多地设立千亿级 AI 母基金。 公司动态：人形机器人-4 月 21 日，荣泰健康与傲意科技达成战略合作； 4 月 21 日，英搏尔与丰立智能发布公告签署战略合作；4 月 25 日，卡倍 亿与小鹏汽车开展机器人线缆技术合作交流；4 月 25 日，卡倍亿与小鹏 汽车开展机器人线缆技术合作交流；低空经济-4 月 23 ...

Investment Rating - The report indicates a positive outlook for the humanoid robotics industry, suggesting that it is on the verge of industrialization and presents significant investment opportunities [11]. Core Insights - Tesla's robot team has initiated a large-scale recruitment drive, with approximately 80 positions related to the Optimus robot, primarily focused on artificial intelligence and robotics technology [1]. - The launch of Genie Studio by Zhiyuan Robotics aims to address common challenges faced by developers in the field of embodied intelligence, providing a comprehensive solution from data collection to deployment [2]. - A strategic partnership has been established between Fengli Intelligent and Yingboer to enhance collaboration in various sectors, including new energy vehicles and smart manufacturing [3]. - During Tesla's Q1 earnings call, CEO Elon Musk expressed optimism about deploying thousands of Optimus robots in factories by 2025, with a target of producing one million units annually by 2030 [4]. - The Shanghai Embodied Intelligence Fund has been officially registered with a target size of 1 billion RMB, focusing on the development of key components in the embodied intelligence and robotics industry [5]. Summary by Sections Recruitment and Development - Tesla's recruitment for its robot team has reached an unprecedented level, with 66% of the roles focused on AI and robotics technology [1]. Technological Advancements - Genie Studio has been introduced to streamline the development process for embodied intelligence, featuring four core modules that simplify data collection and model training [2]. Strategic Collaborations - Fengli Intelligent and Yingboer have signed a strategic cooperation agreement to leverage their respective strengths in various technological fields [3]. Production Goals - Tesla aims to deploy thousands of Optimus robots in factories by 2025, with a long-term goal of producing one million units annually by 2030, despite supply chain challenges [4]. Investment Initiatives - The Shanghai Embodied Intelligence Fund, with an initial fundraising of 560 million RMB, aims to accelerate technological innovation and industrialization in the robotics sector [5].

整理 | 傅宇琪、褚杏娟 小米被曝要求员工日均工时不低于 11.5 小时；小红书宣布取消员工大小周、竞业；传百川智能重大组织结构变化，老班底所剩无几，多位核心高管变动； 传 Manus 母公司完成超 5 亿元融资；贾跃亭首次回应"下周回国"梗；英特尔本周宣布裁员 20%，超 2.18 万人或被裁撤；裁掉 2000 人后，微软对绩效不佳 员工使出一系列"组合拳"；平台"二选一"？京东美团"外卖战"打得火热…… 行业热点 小米被曝要求员工日均工时不低于 11.5 小时，员工：平均 12 小时仍被约谈 近日，有用户发帖称，小米要求员工日均工时不低于 11.5 小时，其中低于 8 小时需要提交说明，工时排名靠后的要被约谈，甚至劝退。"小米查工时"相 关话题在小红书等平台引发讨论。多位小米员工证实了这一情况。 小米手机部门一员工告诉记者，不同组情况不一样，日均工时要求低的组是 10.5 小时；有的组甚至要求日均 14、15 个小时，他们部门要求 12.5 小 时，"但领导都是口头要求，不会留下痕迹。"小米上海一员工说道，他们部门确实要求平均 11.5 小时，就是 9 点上班、8 点半下班。"我之前平均工时达 到了 12 ...

Investment Rating - The report maintains a "Recommended" rating for the media industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [8][42]. Core Insights - The media industry experienced a slight decline of 0.11% during the week of April 19-25, 2025, ranking 25th among industries, while the Shanghai Composite Index rose by 0.56% [2][11]. - The report highlights the positive impact of the "Network Publishing Technology Innovation Leading Plan" issued by the National Press and Publication Administration, which aims to enhance technological innovation capabilities in the media sector, particularly in gaming and AI [3][37]. - The gaming sector saw significant activity with 118 domestic and 9 imported game licenses issued in April, indicating a robust supply that supports market growth [4][26]. Market Performance - The media industry (Shenwan) saw a weekly decline of 0.11%, while the Shanghai Composite Index increased by 0.56% [2][11]. - Notable performers in the media sector included companies like Shengyibao and Xingfu Lanhai, which saw weekly gains of 21.10% and 15.12%, respectively [18][19]. Key Data and Updates AI Applications - Leading AI applications include Deepseek, Doubao, Quark, and Tencent Yuanbao, with varying download trends observed [22]. - Deepseek's estimated downloads were 1.61 million, a decrease of 8.92% week-over-week [22]. Gaming Data - Top games as of April 24, 2025, included "Honor of Kings," "Dungeon & Fighter: Origin," and "Peace Elite," with new games like "Seven Days World" and "Digimon: Source" performing well in the free rankings [24][25]. - The report notes that 480 domestic game licenses and 30 imported game licenses have been issued this year, indicating a healthy supply for the gaming market [26]. Film Data - The total box office for the week of April 18-24 was 247 million yuan, with "Nezha: The Devil's Child" leading at 58.84 million yuan, accounting for 23.8% of the total [34][35]. - Upcoming films for the May Day holiday include 13 titles, with "Dumpling Queen" and "Ghost in the Shell" generating significant pre-release interest [36]. Industry Events and Announcements - The report discusses the launch of several AI models and applications, including ByteDance's Seedream 3.0 and Baidu's "Xinxiang" app, which enhance capabilities in content generation and task management [37][38]. - Tencent's SPARK 2025 conference revealed updates on 46 games, including 24 new titles, showcasing the company's commitment to innovation in the gaming sector [38][39].

1、 泰国泼水节现身人形机器人警察 这款名为"Pol Col Nakhonpathom Plod Phai"（意为"佛统府安全无虞"）的人形机器人，人们称之为"AI警 察赛博格1.0"。它在近日宋干节庆祝活动期间，被部署在佛统府直辖县的Tonson路节日现场执勤。 "AI警 察赛博格1.0"的核心优势在于其监控与威胁探测能力。它并非一个孤立的单元，而是被设计成一个移动的 信息处理与分析节点。机器人配备了先进的360度智能摄像头，能够实时捕捉周边环境的全景画面。更关 键的是，它能即时整合来自空中无人机拍摄的影像和本地闭路电视（CCTV）网络的实时数据流。通过内 置的AI算法，机器人能够就地对这些海量信息进行处理与分析，并将关键发现通过视频分析软件，直接传 输至省级的指挥与控制中心，从而实现快速的反应协调。 2、 初创公司Axibo AI获1200万美元融资，用于开发"加拿大制造"人形机器人 总部位于滑铁卢的机器人创新公司Axibo Inc.以其突破性的4D立体捕捉技术而闻名，并为Netflix和Apple 等客户提供服务。该公司今日宣布完成一轮1200万美元的融资。本轮融资包括来自知名外部投资者的1100 万美 ...