Group 1: Core Concepts of Machine Emotion - Machine emotion refers to the external manifestation of human-like emotions by AI systems, relying on emotional intelligence and emotional computing as the main technological pathway [3][5][6] - The concept of machine emotion is interdisciplinary, involving cognitive science, emotional philosophy, psychology, computer science, and sociology [5][6] - Emotional intelligence is the foundational capability for machine emotion, encompassing emotional recognition, expression, experience, and control [6][9] Group 2: Construction and Characteristics of Machine Emotion - Machine emotion is characterized by its constructiveness, mimetic nature, embodiment, and computational aspects, emphasizing the generation logic and operational mechanisms of machine emotion [5][12] - The realization of machine emotion depends on emotional computing, which captures human emotional data through various sensors and builds a personalized computational system for emotional understanding and response [7][12] - Machine emotion is limited in its ability to mimic human emotional recognition and expression but lacks genuine emotional experience and control [12][16] Group 3: Human-Machine Emotional Interaction - Human-machine emotion is fundamentally a projection of human emotions onto machines, lacking true intersubjectivity and emotional sharing [13][15] - The construction of human-machine emotion is influenced by psychological mechanisms, such as anthropomorphism and social cultural factors, which shape human emotional responses to machines [15][16] - The emotional interaction between humans and machines can lead to risks such as emotional deception, emotional monitoring, emotional degradation, and emotional manipulation [17][18] Group 4: Ethical Considerations and Development of Machine Emotion - To mitigate risks associated with machine emotion, it is essential to construct machine emotions that serve human needs and enhance interaction [18][19] - The development of machine emotion should adhere to a limited approach, ensuring the appropriateness of emotional capabilities and avoiding exaggerated claims [19][20] - Transparency, authenticity, and rigor should guide the promotion of machine emotions, ensuring users are aware of the simulated nature of emotional responses [20][21]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [28]. Core Insights - The humanoid robot concept index increased by 1.96% from July 6 to July 11, 2025, outperforming the CSI 300 index by 1.15 percentage points. Year-to-date, the humanoid robot index has risen by 38.26%, surpassing the CSI 300 index by 33.17 percentage points [2][12]. - The report highlights a significant acquisition by Zhiyuan Robotics, which announced plans to acquire a 63.62% stake in Shangwei New Materials for approximately 2 billion yuan. This acquisition is expected to be a landmark case for the humanoid intelligence sector on the Sci-Tech Innovation Board [5][24]. - The report emphasizes the rapid advancements in the humanoid robot sector, driven by increased financing, product innovation, and technological breakthroughs, suggesting that the trend towards humanoid intelligence is irreversible [5]. Weekly Market Review - The humanoid robot index saw the highest weekly gain from Haosen Intelligent (+31.10%) and the largest decline from Zhongjing Electronics (-13.78%) [17][18]. - The report notes that the Shanghai government is focusing on creating a demonstration area for various applications of artificial intelligence, with plans to establish a humanoid robot innovation center [20]. Weekly Hotspots Policy Developments - Shanghai has approved 82 large models for various applications, aiming to enhance AI integration across multiple sectors, including manufacturing and logistics [20]. - The West Lake District in Hangzhou is set to establish a humanoid robot pilot base, projected to generate over 10 billion yuan in industry output by the end of 2027 [21]. Product and Technology Iteration - Magic Atom launched the high-dynamic bipedal humanoid robot MagicBot Z1, which integrates high-performance reliability, an open AI ecosystem, and diverse application scenarios [21]. - Figure's CEO announced plans to triple the production of humanoid robots from July to September 2025 due to successful early progress in their manufacturing facility [21]. Investment and Financing - Several companies in the humanoid robot sector have secured significant funding, including Kuawei Intelligent, which completed several hundred million yuan in Series A financing, and Xinghai Map, which raised over 100 million USD in two rounds of financing [22][23]. - Zhiyuan Robotics' acquisition of Shangwei New Materials is highlighted as a major investment move within the industry [24]. Key Company Announcements - Shengshi Technology plans to participate in a public auction for humanoid robot assets in France, with a maximum investment of 28 million euros [26]. - Wanma Co. announced that its high polymer ultra-high voltage insulation material project will reach an annual production capacity of 60,000 tons upon completion [26].

Core Viewpoint - The company, 盛视科技, has successfully acquired robotic assets from Aldebaran SAS for €900,000, aiming to enhance its global presence in the robotics sector and expand both ToC and ToB business lines [1][4]. Group 1: Acquisition Details - 盛视科技 announced its participation in the public auction of Aldebaran SAS's robotic assets, successfully winning the bid for €900,000 [1]. - The acquired assets include key technologies and brands from Aldebaran's Nao, Plato, and Pepper robot series [1]. - The company plans to establish 盛视技术法国有限公司 in Paris to manage and operate the acquired assets [1]. Group 2: Aldebaran Company Background - Aldebaran, founded in 2005 and based in Paris, is known for its humanoid robot design, development, and commercialization [1]. - The Nao robot, launched in 2006, is recognized as a benchmark tool for STEM education, utilized by thousands of universities and research institutions globally [2]. - The Pepper robot, introduced in 2014, is one of the first commercial robots capable of recognizing human emotions, widely used in various sectors including commercial services and healthcare [2]. Group 3: Strategic Direction - 盛视科技 aims to leverage Aldebaran's core team and technology to enhance its humanoid robotics business, focusing on integrating these assets into its existing operations [4]. - The company has a solid foundation in robotics, having developed various products including inspection and collaborative robots, and has expanded its business into smart transportation and smart airport sectors [4]. - 盛视科技 has achieved significant breakthroughs in overseas markets, covering countries such as the UAE, Saudi Arabia, and Oman [4].

Group 1: Company Overview and Asset Acquisition - Aldebaran Company, established in 2005, is a leading firm in humanoid robot research and commercialization, with notable products like Nao and Pepper robots widely used in education, healthcare, and commercial services [3][4] - The company acquired core assets from Aldebaran, including technology documents, trademarks, patents, and physical assets, which will enhance its humanoid robot technology development [3][4] Group 2: Investment and Development Plans - The company plans to invest up to €28 million in the French subsidiary to integrate teams and continue research and development, leveraging existing assets [4] - The 6th generation of Nao robots is nearing maturity, with the 7th generation expected to launch soon, indicating ongoing product development [4] Group 3: Synergy and Market Expansion - The company aims to utilize domestic supply chain advantages to reduce costs for Aldebaran's robots, particularly in key components like reducers and servo motors [5] - Aldebaran's established market presence in Europe and other regions will facilitate the application of humanoid robots in various sectors, including smart ports and intelligent transportation, with significant international market penetration [5] Group 4: Future Acquisition Plans - The company intends to pursue external acquisitions and investments in intelligent robotics, AI models, AI chips, and computing power to enhance its business strategy [6][7]

Core Viewpoint - The article discusses vivo's strategic move into the robotics sector, emphasizing the potential for smartphone manufacturers to bridge the gap between the digital and physical worlds through advancements in robotics and AI [1][17][21]. Group 1: Industry Context - The current state of the robotics industry is characterized by limitations in human-like interaction and environmental adaptability, with robots often seen as "toys" rather than fully functional entities [6][10][12]. - The primary challenges facing robots include poor language comprehension and difficulty in navigating complex environments, leading to significant performance issues in real-world applications [7][9]. Group 2: Technological Bottlenecks - A critical bottleneck in robotics is the lack of multimodal perception capabilities, which hinders robots from integrating sensory information effectively to make decisions [13][14]. - Despite advancements in individual sensory technologies, robots still fall short in replicating human-like cognitive functions, necessitating human intervention for complex tasks [14]. Group 3: vivo's Strategic Position - vivo aims to leverage its expertise in perception technology and AI to enhance robotic capabilities, positioning itself as a leader in the consumer robotics market [19][20]. - The company plans to focus on developing robots for personal and family use, emphasizing the importance of understanding consumer needs and pain points [20]. Group 4: Future Outlook - The article suggests that within 3 to 5 years, the robotics industry may witness prototypes that surpass current capabilities, potentially leading to significant technological breakthroughs [23][24]. - The expectation is that smartphone manufacturers like vivo will play a pivotal role in transitioning robotics into consumer-grade products, akin to the impact of the iPhone on mobile technology [21][24].