"留在牌桌上"。 作者丨 刘燕秋 来源丨 投中网 投中网独家获悉，北京人形机器人企业松延动力完成近 2 亿元 Pre-B+ 轮融资，本轮融资由中金资本领投，允泰资本、厚为 资本跟投。融资将用于加大技术创新与研发投入、拓宽高价值应用场景的生态合作，以及打通从研发到大规模量产交付的通 路。 人形机器人和具身智能，堪称今年资本最密集的赛道。至少从融资频率和轮次来看，这是一家正在起势的公司。继 10 月 26 日完成由方广资本领投的近 3 亿元 Pre-B 轮融资后， 这回再获近 2 亿元加持，两次宣布融资间隔不足一月，总融资金额近 5 亿，年内累计完成五轮融资。 一同宣布的，还有和"编程猫"的战略合作：双方将共同打造"人形机器人编程教育实验室"。上个月，这家公司刚刚发布首款 定价在万元内的高性能人形机器人" Bumi 小布米"，主要面向科技爱好者和学编程的青少年。当行业内普遍在探索 B 端场 景，这两条动态则串联起松延下一步的规划：以教育场景为切入点，向准消费级市场渗透。 本期 《 Blue hour 》 邀请来的，正是松延动力的创始人姜哲源。 25 岁那年，他从清华博士辍学，一门心思要做人形机器 人。尽管身份正逐 ...

Group 1 - The establishment of a new thorium-based molten salt experimental reactor in China marks a significant advancement in nuclear fuel diversification, enabling the use of thorium, which is abundant in China, for safe and efficient power generation [1] - The successful conversion of thorium-uranium nuclear fuel in this reactor positions China as the only country globally to operate such a molten salt reactor with thorium fuel [1] - The integration of thorium fuel technology with energy storage and hydrogen production is expected to contribute to a low-carbon composite energy system [1] Group 2 - The ongoing technological revolution and industrial transformation necessitate a focus on innovation as the primary driving force for development, especially in the context of global competition for strategic innovation resources [2] - The construction of the Shanghai-Chongqing high-speed railway is set to enhance economic connectivity among major urban clusters, promoting industrial collaboration and efficient resource allocation across eastern, central, and western China [2] - Achieving coordinated development and leveraging regional advantages are essential for expanding the domestic economic cycle in a country with vast geographical and demographic diversity [2] Group 3 - The global challenges of climate change, resource depletion, and environmental pollution underscore the necessity of a green transition for sustainable development [3] - The emphasis on ecological civilization highlights the importance of long-term thinking and the need to prioritize green development as a foundation for future growth [3] - Collaborative efforts and maintaining supply chain integrity are crucial in navigating the complexities of global economic challenges, as emphasized in recent APEC meetings [3] Group 4 - China's commitment to opening up its economy is reflected in initiatives like the Hainan Free Trade Port and the high transaction volume at the recent China International Import Expo, indicating a growing alignment of interests with other countries [4] - The focus on equitable development outcomes aims to enhance the quality of life for all citizens, with community projects and cultural initiatives gaining traction [4] - The drive for shared development is seen as a means to foster national stability and individual happiness, aligning with the broader goals of national rejuvenation and strong country construction [4]

Group 1 - The core point of the article highlights the recognition of over 20 Chinese tech companies in the 2025 "300 Best Inventions" list by Time Magazine, showcasing significant advancements in various fields including AI, robotics, and wearable technology [1][3] - The list marks the largest scale in its history, indicating a growing influence of innovation from Chinese enterprises on a global stage [1] - Among the recognized companies, notable mentions include Yushu Technology, DeepSeek, Xiaomi, Lenovo, BYD, Huawei, Honor, and Jizhe, reflecting a diverse representation of the Chinese tech landscape [1] Group 2 - In the robotics sector, Yushu Technology's R1 robot has been highlighted for its innovative design, featuring a weight of approximately 25 kilograms and the ability to perform complex movements such as boxing and running, thanks to its advanced AI system [1] - The DeepSeek R1 model in the AI domain has gained attention for its performance comparable to top models from OpenAI, developed in just a few months with a training cost of $6 million, and it remains free for users unlike many foreign paid models [3]

Core Insights - Unitree Technology has launched the H2 bionic humanoid robot, which stands 180 cm tall and weighs 70 kg [1] - The H2 robot demonstrates impressive agility and coordination, capable of performing basic movements like walking and dancing smoothly, as well as more complex actions such as punching and side-kicking [4] - The H2 features a significant design upgrade with the introduction of bionic facial elements, enhancing its human-like appearance [5] Product Features - The H2 robot is equipped with laser radar and bionic cameras for 360-degree environmental perception, and its motion control algorithms can adapt its gait to uneven surfaces [5] - The H2 is part of a broader product line that includes models R1, G1, and H1, with the H1 model also standing at 180 cm but weighing 47 kg [9] - The R1 and G1 models are shorter, at approximately 120 cm and 130 cm respectively, with varying price points: R1 starts at 39,900 yuan, G1 at 99,000 yuan, and H1 at 650,000 yuan [9] Market Context - The domestic robotics industry has seen significant growth, with an average growth rate of 50% to 100% among Chinese intelligent robotics companies this year [6] - Unitree Technology's algorithms have undergone several iterations this year, leading to substantial improvements in robot stability and performance [6] - The company plans to submit its listing application to the stock exchange between October and December 2025, with operational data to be disclosed at that time [11]

Core Insights - The article discusses the competition between the US and China in the field of artificial intelligence (AI), emphasizing the differing approaches and potential outcomes of this rivalry [3][4][5]. - Eric Schmidt highlights the importance of energy supply in the US's ability to leverage its advantages in AI and AGI, suggesting that without sufficient energy, the US may struggle to maintain its lead [5][8]. - The conversation also touches on the potential risks associated with AI, including misinformation, cybersecurity threats, and biological safety concerns, and the need for proactive measures to mitigate these risks [9][10][11]. AI Competition - The US is perceived to be pursuing advanced AI and AGI, while China focuses on applying AI across various products and services in a more traditional manner [4]. - Schmidt believes that the hardware restrictions imposed by the US on China will hinder China's competitiveness in the AI race [4]. - The US has advantages in software development, but China is expected to dominate in the robotics sector, similar to its success in electric vehicles [6][7]. Energy Constraints - The US faces significant energy supply challenges, which could limit its ability to fully utilize its advantages in AI and AGI [5][8]. - Schmidt notes that the US will need to build an additional 92 gigawatts of power generation capacity by 2030 to meet the demands of data centers, highlighting the urgency of addressing energy supply issues [8]. AI Risks and Mitigation - The article discusses the potential for AI-related disasters and the importance of learning from past crises to implement effective regulations and controls [9][10]. - Schmidt identifies misinformation, cybersecurity, and biological safety as key threats that need to be addressed proactively [10][11]. Recommendations for Founders - Schmidt advises founders to focus on rapid action and learning, emphasizing that the barriers to starting a company are lower than ever [16][17]. - He stresses the importance of building scalable platforms that can leverage network effects to create significant wealth for founders [19][20]. Historical Significance - The emergence of AI is compared to historical inventions like electricity and transportation, suggesting that the next decade will be crucial in shaping the future [21][22]. - Companies and nations that embrace AI will likely emerge as winners, while those that lag behind may face significant challenges [22].

Core Insights - The article discusses the recent Bund Conference, highlighting its focus on the future of human-machine coexistence and the advancements in artificial intelligence [5][6][9] Industry Trends - The Bund Conference attracted 61,000 attendees on-site and over 20 million online viewers, indicating a strong interest in AI and technology [5] - Richard Sutton, a Turing Award winner, emphasized that AI is entering an "experience era," where continuous learning and new data sources are crucial for future advancements [6][9] - A McKinsey survey revealed that 92% of executives plan to increase AI investments in the next three years, showcasing a significant trend towards AI integration across industries [6] Company Developments - The conference featured immersive exhibition areas focusing on AI applications in health, transportation, finance, and agriculture, demonstrating the practical integration of AI in various sectors [6][8] - Over 1,500 job positions were offered by more than 50 companies, with a 50% increase in available positions compared to the previous year, reflecting the growing demand for talent in AI and related fields [8] Technological Innovations - The event showcased various robots and AI technologies, including cocktail-making robots and humanoid performers, highlighting the advancements in robotics and AI capabilities [8] - Discussions at the conference pointed towards a shift in organizational dynamics, where the role of talent is evolving from problem solvers to co-creators with AI [6][10]

Group 1: Event Overview - The "2025 Inclusion·Bund Conference" took place in Shanghai from September 10 to 13, featuring a technology exhibition area of 10,000 square meters and a technology market of 5,000 square meters, attracting nearly 200 participating companies and showcasing over 30 new technology products [1] - The conference created a "Robot Town" inviting 40 well-known embodied intelligence companies, including Qinglong, Zhiyuan, and Kepler, to display the technological development landscape of human-robot coexistence [1] Group 2: Robotics Innovations - The bionic robot from Songyan Power won gold in free gymnastics and dual championships in long jump at the 2025 World Humanoid Robot Games, showcasing the world's first bionic robot with over 30 degrees of freedom, capable of voice, expression, and action communication with humans [1] - The R1 robot from Lingbo Technology, a subsidiary of Ant Group, demonstrated multi-modal perception and interaction capabilities, cooking four dishes autonomously by recognizing various ingredients and tools without human intervention [2] - The "Gongga No. 1" fourth-generation humanoid robot from Chengdu's humanoid robot innovation center is the only ultra-lightweight humanoid robot in China, capable of autonomously fetching drinks based on simple commands, demonstrating advanced spatial understanding and action capabilities [2] Group 3: Healthcare and Rehabilitation Technologies - The "Dai Medical Intelligence" system from Damo Academy can screen for five types of cancer and manage four chronic diseases through a single chest and abdomen CT scan [3] - The "Cloud Shang Huatuo" ultrasound-assisted diagnostic system quickly identifies subtle lesions across multiple sites, enhancing the diagnostic capabilities of medical institutions [3] - The Fourier Intelligent Rehabilitation Port showcased the ArmMotus EMU three-dimensional upper limb rehabilitation robot, which simulates therapist techniques for more effective rehabilitation training [3]

Group 1 - The "2025 Inclusion·Bund Conference" is held from September 10 to 13 in Shanghai, featuring a technology exhibition covering 10,000 square meters and a technology market of 5,000 square meters, attracting nearly 200 participating companies and showcasing over 30 new technology products, marking record highs in scale and innovation [1] - The AI Technology Competition at the conference includes a "Robot Vocational Skills Performance Competition," where robots demonstrate their autonomous capabilities in various tasks, such as industrial inspections and emergency rescues, showcasing advancements in technology application [3][5] - Robots are now capable of performing complex tasks in hazardous environments, such as mining and emergency rescue, indicating a significant shift from pure technical capabilities to practical applications in real-world scenarios [5][8] Group 2 - The "Robot Town" at the conference features 40 renowned embodied intelligence companies, illustrating the development of human-robot collaboration technologies, such as robots autonomously serving drinks to visitors [9] - The R1 robot from Ant Group's Lingbo Technology showcases multi-modal perception and interaction capabilities, performing tasks like cooking without human intervention, highlighting advancements in automation and robotics [11] - The debut of Alipay's "AI Pay" introduces a new model for purchasing services through voice commands, indicating the growing commercialization of AI applications in various sectors, including healthcare and elder care [13]

Group 1 - The "2025 Inclusion·Bund Conference" is held from September 10 to 13 in Shanghai, featuring a record scale with 10,000 square meters of technology exhibitions and 5,000 square meters of technology markets, attracting nearly 200 participating companies and showcasing over 30 new technology products [1] - The AI Science and Technology Competition at the conference includes a "Robot Vocational Skills Performance Competition," highlighting robots' autonomous capabilities and environmental perception, marking a shift from pure technology to practical applications [2][3] Group 2 - Robots demonstrated their ability to perform complex tasks in hazardous environments, such as industrial inspections and emergency rescues, showcasing advancements in mobility and precision operations [3] - The "Robot Town" at the conference features 40 renowned embodied intelligence companies, displaying robots capable of autonomous actions, such as serving drinks and cooking, indicating significant progress in spatial intelligence and automation [4][5] - The introduction of AI applications like "AI Pay" and AI health management tools at the conference reflects the growing commercialization and scalability of AI technologies in various sectors, including healthcare and elder care [5]

Core Insights - The "2025 Inclusion·Bund Conference" held from September 10 to 13 in Shanghai is a significant annual technology event, showcasing a diverse range of innovations and attracting considerable attention from various sectors [2][3] - This year's conference featured a record-setting 10,000 square meters of technology exhibitions and 5,000 square meters of technology markets, with nearly 200 participating companies and over 30 new technology products unveiled [2] Robotics Highlights - The AI Innovation Competition at the conference included a "Robot Vocational Skills Performance Competition," where robots demonstrated their capabilities in industrial inspections and emergency rescue scenarios [5][8] - Robots showcased their autonomous abilities by performing complex tasks such as navigating rugged terrain, operating electrical equipment, and rescuing simulated infants from debris, highlighting advancements in their control and environmental perception [5][7] - The competition emphasized the transition from pure technology to practical applications, showcasing robots as potential "super teammates" in rescue operations, capable of functioning in hazardous environments [7][8] Technological Developments - The conference featured a "Robot Town" with 40 renowned embodied intelligence companies, illustrating the future of human-robot collaboration [11][12] - Innovations included a multi-modal sensing and interaction robot capable of cooking and serving food autonomously, demonstrating significant advancements in spatial understanding and operational capabilities [15] - The introduction of "AI Pay" by Alipay showcased a new model for automated purchasing, integrating with various smart service scenarios, and highlighting the importance of payment infrastructure in scaling AI applications [17] Healthcare and Elderly Care Innovations - The conference also presented AI health management tools, such as the "AI Smart Skin Detection" feature, which can identify skin conditions and provide personalized health advice with a simple photo [17] - Rehabilitation robots focused on elderly care were showcased, capable of assisting with mobility and simulating emotional expressions, indicating a growing trend in intelligent applications for aging populations [17]