Workflow
Go系列
icon
Search documents
宇树IPO,时间定了
3 6 Ke· 2025-09-03 00:10
Group 1 - The company expects sales of quadruped robots, humanoid robots, and component products to account for approximately 65%, 30%, and 5% of total sales in 2024 respectively [1][2] - About 80% of quadruped robots are used in research, education, and consumer fields, while the remaining 20% are utilized in industrial applications such as inspection and firefighting [2] - The company transitioned from a "limited company" to a "joint-stock company" in May 2025, with a registered capital of 364 million yuan [2] Group 2 - The company completed a Series C financing round in June 2025, with investors including China Mobile Fund, Tencent, Alibaba, and Ant Group, achieving a market valuation exceeding 10 billion yuan [2] - The company has maintained profitability annually since 2020, with annual revenue exceeding 1 billion yuan [3] - The company has a projected annual sales volume of 23,700 quadruped robots in 2024, capturing approximately 69.75% of the global market share [3] Group 3 - The company is preparing for an IPO application expected to be submitted between October and December 2025, with the Zhejiang Securities Regulatory Bureau disclosing that the company has entered the listing guidance phase [1][4] - The company aims to be the first in the humanoid robot sector to list on the A-share market if it submits its IPO application on schedule [4]
波士顿动力机器人终于有脑子了!人类故意使绊子也不怕
量子位· 2025-08-22 02:30
Core Viewpoint - Boston Dynamics has upgraded its Atlas robot to incorporate end-to-end AI capabilities, allowing it to understand natural language commands, autonomously plan actions, and handle unexpected situations [1][8]. Group 1: Atlas Robot Capabilities - The new version, Atlas MTS, can recognize and open boxes even when the lid is closed [2]. - It can accurately identify changes in the position of objects, such as boxes being moved [4]. - Atlas can discover and correctly place missing items into boxes, showcasing its advanced perception [6]. - The robot can autonomously respond to unexpected situations, such as parts falling or lids not being closed [21][22]. - It has the ability to learn any action that a human can demonstrate, including tying knots and folding chairs [23]. Group 2: Technical Innovations - The upgrade was developed in collaboration with Toyota Research Institute and is based on a Large Behavior Model (LBM) [8]. - The LBM utilizes a diffusion Transformer model with 450 million parameters, converting various inputs like images and natural language into action commands for Atlas [17]. - The integration of a model predictive controller with a VR interface allows for precise control over a wide range of tasks, from fine motor skills to full-body movements [19][20]. Group 3: Transition to Electric Drive - Boston Dynamics has retired the hydraulic version of Atlas and released an all-electric version, which is more cost-effective and integrates better with AI systems [28][29]. - Electric drive systems offer higher precision, lower energy consumption, and are more compatible with AI learning frameworks [30]. - The transition to electric drive has enabled Boston Dynamics to continuously introduce new movements and capabilities for the robot [31][36]. Group 4: Competitive Landscape - The article also mentions the domestic company Yushu, which has consistently used electric drive technology in its robots, achieving rapid iterations and gaining global recognition [39]. - Yushu's product lineup includes various humanoid robots with different specifications and price points, showcasing a focus on electric drive philosophy [41]. Group 5: Future Outlook - The integration of electric drive technology with AI algorithms is expected to usher in a new era for electric robots [44].