作者丨邱晓芬 编辑丨苏建勋 投资人对机器人的热情，从机器人本体、具身智能模型，一步步导入到上游的灵巧手领域。 公开资料显示，2018年，熊坤从香港科技大学电子信息工程机器人研究所硕士毕业，加入了刚成立的腾讯 Robotics X实验室；在离开腾讯后， 2022年，熊 坤先后加入IDEA 研究院、汇川技术；2024年11月，其加入智元机器人并负责灵巧手业务。 「临界点」创始人熊坤向《智能涌现》表示，灵巧手是一个需要高研发投入的关键零部件，成立独立公司并融资，有利于后续持续进行技术投入，并挖掘外 部销售空间。 熊坤向《智能涌现》介绍，目前，机器人的灵巧手可以分为三大类： 基础款的灵巧手自由度在6-10左右，主要用于机器人表演场景，单个价格在几千到3万元不等； 中端灵巧手自由度在11-17左右，售价在5-10万元以上不等； 《智能涌现》独家获悉，灵巧手公司「临界点」（AGILINK） 已完成新一轮数亿元融资，由头部互联网大厂领投、BV百度风投、云锋基金等顶级资本共同 参与，Synstellation Capital、均胜电子、龙旗科技、上汽金控等产业资本联合投资，引入C Capital、沃赋、慕华等多家财务机构跟投 ...

Robotics - The robotics sector continues to gain momentum, with companies like Xiangming Intelligent and Jintuo Co. reaching historical highs, and several others hitting their daily price limits [1] - Zhiyuan Robotics announced the launch of its entire product line on major e-commerce platforms, aiming to expand online sales channels [1] - Analysts highlight the accelerating integration of AI applications in the chemical industry, focusing on high-risk inspections and automated experiments [1] Short Dramas - The short drama sector is experiencing a surge, with companies like Huazhi Shumei and Huace Film & TV hitting their daily price limits [2] - Data from Hengdian Film City indicates that over 2,300 short drama production teams have been received in the first seven months of the year, surpassing the total for 2024 [2] - The market for micro short dramas is projected to reach 68 billion yuan by 2025, with significant growth expected in the coming years [2] Photovoltaics - China Resources Power recently held a bidding for 3GW of photovoltaic components, with average prices significantly higher than current market rates [3] - Analysts suggest that if domestic component prices rise, it would indicate a successful transmission of price increases through the supply chain, boosting upstream profitability [4] Optical Switching - The Open Compute Project Foundation has launched a new optical circuit switching (OCS) initiative, with major tech companies as founding members [5] - OCS technology is expected to reduce energy consumption in AI computing clusters, with significant demand anticipated from major cloud providers [5] - The market for OCS is projected to exceed $3 billion for Google alone by 2026, with the overall market potentially reaching $4 billion [5] Marine Economy - The marine technology sector is seeing activity, with companies like Giant Lifting and Southern Road Machinery experiencing price surges [6] - The National Development and Reform Commission is working on the "14th Five-Year" marine economy development plan, emphasizing innovation and the development of emerging industries [6] - The marine economy is projected to exceed 10 trillion yuan in production value by 2024, accounting for 7.8% of the national GDP [6]