21世纪经济报道记者吴佳楠孔海丽林典驰雷若馨拉斯维加斯、深圳报道 一年一度的拉斯维加斯CES（国际消费电子展），被视作企业科技创新最重磅的秀场，也是窥见技术浪 潮、洞察产业未来的重要窗口。 今年开展不久，影石Insta360标志性的明黄色手提袋就快速占领各大展馆，这款被海外博主称为"显眼 包"的配件成为展会独特风景，甚至有海外观众感叹"CES刮起了一场'黄色风暴'"。 已连续第十年参展的速腾聚创今年带来了全球首秀的机器人"配送小哥"。这位"小哥"可以全流程自主完 成从礼品打包、运送、拆包到箱子回收的长程任务，流畅实现了近20个复杂操作步骤，成为全场焦点。 "实现这一演示的核心，是速腾聚创自研的VTLA-3D操作大模型，使机器人能更全面地感知环境状态， 显著提升了高灵巧操作的成功率。"速腾聚创北美市场总裁赵培培向记者表示，目前公司的具身智能方 案形成了端到端技术闭环，可广泛应用于物流、工业、服务等多个场景。 在展会的另一侧，众擎机器人带来轻量级、高动态、全开放通用具身智能体PM01，以及首次全球范围 内亮相的全尺寸极致高效能通用人形机器人众擎T800，两大创新性产品在格斗、奔跑等高动态场景的 表现，吸引了众多观 ...

Core Insights - The competition among major chip manufacturers is intensifying around the foundational computing power for AI, with native AI hardware accelerating its large-scale implementation, transitioning from laboratory settings to consumer and industrial applications [1][2] - Chinese manufacturers are playing an increasingly significant role at global tech events, showcasing their advancements in AI hardware and capabilities, which are supported by their supply chain and R&D strengths [2][11] Group 1: Computing Power and AI Development - The rapid evolution of underlying computing infrastructure is crucial for the accelerated development of AI large models, with chip leaders emphasizing the exponential growth of computing power and the new application opportunities it creates [3][4] - NVIDIA's CEO highlighted the arrival of the "ChatGPT moment" for physical AI, indicating that machines are beginning to understand and act in the real world, with autonomous taxis being one of the first applications to benefit [3] - AMD's CEO noted that the floating-point computing power for training AI models is growing fourfold annually, with inference token consumption increasing by 100 times over the past two years, necessitating new product offerings to meet Yotta-scale infrastructure demands [4] Group 2: Emerging AI Applications - The potential of edge AI is significant, with advancements in smart wearable devices being highlighted as a new category of mobile terminals that will coexist with smartphones [5][6] - Qualcomm's CEO projected that the market for personal AI devices could reach 100 million units in the coming years, emphasizing the importance of edge data for providing highly relevant user services [6] Group 3: Robotics and Physical AI - The maturity of physical AI was showcased at CES, with Chinese manufacturers presenting advanced robots that demonstrate improved capabilities compared to previous years [7][8] - The introduction of humanoid robots and their increasing commercial viability was noted, with companies achieving substantial progress in motion control and operational precision [9][10] - The integration of hardware, sensors, and environmental perception into scalable systems is seen as essential for advancing physical AI applications across various industries [10] Group 4: Chinese Manufacturers' Competitive Edge - Chinese companies are leveraging their supply chain efficiencies and R&D capabilities to drive rapid iterations and cost optimization in the robotics sector, significantly outpacing European competitors in product development cycles [11][12] - The shift from simple manufacturing to innovative solutions reflects a broader transformation in the perception of "Made in China" to "Created in China," highlighting the technological advancements and better solutions being offered [12]

Core Insights - The robotics sector is experiencing a significant influx of financing, with companies like Yunshenchu, Zhongqing, Yuliqi, and Luming announcing successful funding rounds [1][2][3] - The trend of adding "+" to funding rounds is becoming common, indicating a shift in how early-stage financing is structured, with many companies opting for multiple smaller rounds rather than single large ones [1][4] Financing Trends - Yuliqi Robotics completed two rounds of financing totaling 300 million RMB in angel funding, with participation from various investment firms and existing shareholders [2] - Luming Robotics secured several million RMB in Pre-A1 and Pre-A2 rounds, with investments from notable firms, aimed at enhancing their capabilities in embodied intelligence [2][3] - Zhongqing Robotics exemplifies the trend of "+" in A rounds, having recently completed A1+ and A2 rounds, building on previous funding of 1 billion RMB [3] Company Profiles - Yuliqi Robotics, founded less than a year ago by a young entrepreneur, has rapidly engaged in multiple funding rounds, indicating strong investor confidence [2] - Luming Robotics, also established in 2024, is led by a founder with extensive experience in robotics, highlighting the trend of experienced teams entering the market [2][3] - Zhongqing Robotics is led by a serial entrepreneur with a background in IoT, showcasing a diverse range of leadership experiences in the robotics field [3] Market Dynamics - The increasing complexity of projects in the robotics sector is leading to a need for more substantial funding at earlier stages, reflecting a tightening market for capital [4] - The industry is facing challenges in defining clear application scenarios for robots, raising questions about the sustainability of current funding practices [6][7] - The cycle of financing and scaling is critical for companies to reduce costs and secure orders, with a failure in this cycle potentially leading to rapid decline [7]

以下文章来源于日经中文网 ，作者日经中文网 日经中文网 . 编制日经指数的《日本经济新闻》的中文版。提供日本、中国、欧美财经金融信息、商务、企业、高科技报道、评论和专栏。 宇树科技开发的人形机器人"G 1"（12月3日，东京 都江东区） 这6台机器人都是中国企业生产的。"G1"型号的机器人可以帮来到展区咖啡厅的顾客点餐并运送饮料和点心。G1由成立于2016年 的中国独角兽企业宇树科技开发。身高130厘米，重量35公斤，身材小巧，但具备稳定的步行性能。 G1还能站在人的旁边跳舞，展示出其性能之高。在日本说唱组合Creepy Nuts的《Bling-Bang-Bang-Born》等背景音乐下，成功完 成了跳跃和转身动作，引起到场观众的阵阵呼声。 日本曾凭借本田的"ASIMO"等机器人被誉为"机器人之国"而备受关注。然而，现在在人形机器人的开发竞争中，中国和美国企业处于领先 地位。业界正在将机器人重新定位为AI的"身体"…… 来源｜ 日经中文网（ID：rijingzhongwenwang） 封面来源 ｜ 视觉中国 日本长期保持优势地位的机器人产业正在发生"地壳变动"。在12月初于东京开幕的机器人展会上，中国企业制造 ...

GMO展示的3款人形机器人（12月3日，东京都江东区） 宇树科技开发的人形机器人"G1"（12月3日，东京都江东区） 这6台机器人都是中国企业生产的。"G1"型号的机器人可以帮来到展区咖啡厅的顾客点餐并运送饮料和 点心。G1由成立于2016年的中国独角兽企业宇树科技开发。身高130厘米，重量35公斤，身材小巧，但 具备稳定的步行性能。 G1还能站在人的旁边跳舞，展示出其性能之高。在日本说唱组合Creepy Nuts的《Bling-Bang-Bang- Born》等背景音乐下，成功完成了跳跃和转身动作，引起到场观众的阵阵呼声。 配合乐曲跳跃的人形机器人"G1"（12月3日，东京都江东区） 总部位于深圳的众擎机器人制造的"PM01"和优必选科技开发的"Walker E"也在挥手迎接观众。"Walker E"可携带多达30公斤的货物，设想用于工厂和仓库。 日本GMO AI & Robotics Corporation社长内田朋宏表示，"我们正努力尽可能多地引进人形机器人"。他 们正在包括日本在内的全球范围内寻找机型，但"目前能够实现量产且具备销售体系、并且实际可以买 到的，只有中国制造的产品"。 日本曾凭借本田的" ...

Group 1 - The core viewpoint of the news is that Zhongqing Robotics has successfully completed multiple rounds of financing, including A1+ and A2 rounds, following previous funding rounds totaling 1 billion yuan [1][5] - The A2 round was led by existing shareholders Huangpujiang Capital and Henan Investment Group, with continued support from other investors like Leishi Capital and Dacheng Venture Capital [1][5] - The company has launched the T800 humanoid robot, priced starting at 180,000 yuan, which is designed for various applications including education, security, and logistics [2][3] Group 2 - Zhongqing Robotics was founded in October 2023 and is headquartered in Nanshan District, Shenzhen, focusing on general-purpose intelligent robots and industry-specific solutions [2] - The T800 robot features a human-like design based on ergonomic principles, standing at 1.73 meters tall and weighing 75 kg, allowing it to adapt to multiple operational scenarios [2] - The company aims to transition from B2B to B2C markets, viewing industrial applications as a training ground for robots before entering household markets [3] Group 3 - Zhongqing Robotics has attracted investments from various sources, including national funds, local state-owned enterprises, and leading market institutions [5] - Huangpujiang Capital has been a significant investor in multiple rounds, focusing on sectors like AI and robotics, while Stone Venture has made key investments in the company [5][6] - Middle Eastern capital is increasingly interested in Chinese high-tech startups, with over ten investment cases in China this year alone [6]

将投中网设为"星标⭐"，第一时间收获最新推送 为河南打造全国AI产业新高地按下"加速键"。 来源丨 河南投资集团汇融基金 近日， 汇融基金作为管理人发起设立河南省首支人工智能产业基金，总规模10亿元。 在前期成功布 局投资沐曦集成电路、基流科技、云迹科技等优质项目的基础上，汇融基金乘势而上，领投全球人形 机器人领军企业众擎机器人，并将持续聚焦算力、应用、具身智能等方向，为河南打造全国AI产业新 高地按下"加速键"。 设立河南首支AI主题基金 打造人工智能产业"资本引擎" 作为河南创新投资集团旗下核心基金管理人，汇融基金自受托管理河南省新兴产业投资引导基金、创 业投资引导基金以及天使投资引导基金以来， 始终秉持产业投资逻辑，深度契合河南省产业资源禀 赋，在投资集团和创新集团的支持下，先后布局合成生物、超硬材料两大赛道， 发起设立产业主题 基金，成功投资微元合成、中源裕泽、擎科生物、碳真芯材、晟光硅研、新凯来工业等一批明星项 目，积累了丰富的产业投资经验与资源整合能力。 在此基础上，汇融基金积极拓宽投资版图，历经一年多的深度调研、多方磋商和持续攻坚， 发挥母 基金"朋友圈"聚合优势，立足河南人工智能产业发展实际， ...

Group 1 - The company, Zhongqing Robotics, has completed A1+ and A2 financing rounds, raising a total of 1 billion yuan [1] - Zhongqing Robotics is recognized as a leading company in the field of embodied intelligence, achieving global firsts with its products SE01 and PM01 [1][3] - The company was founded in October 2023 by Zhao Tongyang, who previously established bionic robotics company Dogotix [1] Group 2 - The latest A2 financing round was led by existing shareholder Huangpujiang Capital, along with Henan Investment Group and other investors [3] - In July, Zhongqing Robotics completed two financing rounds, with Pre-A++ led by Xiaopeng Motors and A1 led by JD.com [3] - The company has developed a diverse product matrix, including the newly released T800 humanoid robot, which stands 1.73 meters tall and weighs 75 kg [3] Group 3 - The T800 robot features advanced performance capabilities, including a peak torque of 450 N·m and peak joint power of 14,000 W, suitable for various dynamic scenarios [3] - The company emphasizes its open-source strategy to enhance robot evolution and has achieved rapid product iteration, with prototype development taking about six months [4] - Zhongqing Robotics is establishing a global manufacturing center in Zhengzhou to ensure mass production of its products [4]

Group 1 - The core viewpoint of the news is that Zhongqing Robotics has successfully completed A1+ and A2 financing rounds totaling 1 billion yuan, highlighting its status as a leading company in the field of embodied intelligence [1][3] - The A2 financing round was led by existing shareholder Huangpujiang Capital in collaboration with Henan Investment Group and other investors, while the company has also attracted six new institutional investors [3] - Zhongqing Robotics has established a diverse product matrix, including the recently launched T800, a full-size humanoid robot designed for various applications such as industrial collaboration and combat scenarios [3] Group 2 - The T800 robot features a height of 1.73 meters and a weight of 75 kilograms, with a peak torque output of 450 N·m and peak joint power reaching 14,000 W, showcasing its dynamic capabilities [3] - The company emphasizes that the core performance breakthroughs of T800 are rooted in its advanced embodied brain technology, which addresses industry challenges such as low task success rates and long deployment cycles [4] - Zhongqing Robotics has adopted an open-source strategy to foster continuous evolution of its robots, allowing global developers to participate in the application ecosystem [4] Group 3 - The company has established its own production line in Shenzhen and plans to build a global manufacturing center in Zhengzhou to ensure mass delivery of its products [4]

设立河南首支 AI主题基金，打造人工智能产业"资本引擎" 作为河南创新投资集团旗下核心基金管理人，汇融基金自受托管理河南省新兴产业投资引导基 金、创业投资引导基金以及天使投资引导基金以来，始终秉持产业投资逻辑，深度契合河南省 产业资源禀赋，在投资集团和创新集团的支持下，先后布局合成生物、超硬材料两大赛道，发 起设立产业主题基金，成功投资微元合成、中源裕泽、擎科生物、碳真 芯 材、晟光硅研、新 凯来工业等一批明星项目，积累了丰富的产业投资经验与资源整合能力。 在此基础上，汇融基金积极拓宽投资版图，历经一年多的深度调研、多方磋商和持续攻坚，我 们发挥母基金 "朋友圈"聚合优势，立足河南人工智能产业发展实际，锚定技术突破与生态构建 双目标，联动省市区三级资本力量，成功发起设立河南省首支专注于人工智能领域的产业主题 基金——河南汇融人工智能产业投资基金合伙企业（有限合伙）。该基金已于2 0 2 5年11月1 0 日正式注册设立，填补了河南人工智能领域专项产业基金的空白。 汇融人工智能产业投资基金由河南省战略新兴产业基金、郑州市战新产业母基金和郑州高新区 产投股权投资引导基金共同出资组建，深刻彰显省市区三级资本协同优势 ...