马斯克脑机接口，又有新动态。 Neuralink 官方视频当中，一名演示者已经实现了机械臂的意念控制。 只见机械臂稳步抬起，然后伸向演示者嘴边，然后献上了一吻。 马斯克还表示，理论上通过电脑或手机，Neuralink 将能够间接控制一切。 与此同时，Neuralink 正在推进一项升级试验。 首位受试者或将收到更新 Neuralink 的升级实验将采用"双植入"的方案，首位人类受试者 Noland Arbaugh 预计将成为首个接受二次手术的患者。 该方案计划在他保留现有颅骨植入物的基础上，在脊髓位置新增第二个接口。 这一架构的目的是建立"数字神经桥梁"，大脑端的芯片负责解码运动意图，脊髓端的芯片则负责接收指令并直接刺激肢体神经，从而绕过受损的生物通 路，试图让瘫痪患者重新恢复行走能力。 在硬件稳定性方面，技术团队已针对初代产品暴露出的"电极线回缩"问题完成了关键迭代。 针对首位患者因颅内气隙导致电极线松脱、信号减弱的情况，在针对第二位受试者 Alex 及后续患者的手术中，团队改进了手术方案，通过严格控制植入 物与大脑表面的间隙（Gap Reduction），并优化了手术中的防脑组织位移策略。 这些措施有效消 ...

Investment Rating - The report maintains a "Buy" rating for the mechanical industry [1] Core Viewpoints - The mechanical industry is experiencing a recovery in demand, particularly in the engineering machinery sector, driven by significant projects such as the construction of the Yarlung Tsangpo River hydropower project, which is expected to generate substantial new demand for engineering machinery [14][15] - The humanoid robot sector is poised for a breakthrough in 2025, with mass production expected to drive down costs and enhance data collection capabilities, thus promoting wider adoption [6] - Liquid cooling technology is becoming increasingly important due to the rising power consumption of chips, with a projected increase in the adoption of liquid cooling systems in data centers [7][8] Summary by Relevant Sections Humanoid Robots - Significant investments in humanoid robotics have been made, including a nearly 1 billion yuan A+ round financing for a startup focused on embodied intelligence [4] - The year 2025 is anticipated to be a pivotal year for humanoid robot mass production, with expectations of overcoming data scarcity issues [6] Liquid Cooling - Innovations in liquid cooling technology are being driven by the need for efficient thermal management in high-performance chips, with a notable shift towards liquid cooling systems in new data centers [7][8] Engineering Machinery - The engineering machinery sector is benefiting from the commencement of major infrastructure projects, with domestic sales of excavators showing a year-on-year increase of 14.8% in August 2025 [15] - The report highlights the potential for continued growth in the engineering machinery sector due to policy support and the ongoing internationalization and electrification trends [15] Robotics and Automation - The report notes a significant increase in the sales of various types of forklifts, with a year-on-year growth of 14.4% in July 2025, indicating a robust market for automated solutions [16] - The penetration rate of unmanned forklifts is expected to rise significantly, with a projected 39.3% increase in sales in 2025 [16] Semiconductor Equipment - The report discusses the acceleration of domestic substitution for semiconductor equipment due to geopolitical tensions and trade restrictions, emphasizing the importance of local manufacturers [18][19] New Energy Equipment - The report highlights advancements in battery technology, including the introduction of solid-state batteries, which are expected to revolutionize the energy storage market [21][22]

智通财经APP获悉，在 8 月 9 日举行的 2025 世界机器人大会产业发展论坛上，宇树科技创始人王兴兴 围绕智能机器人的范式革命为主题发表演讲。他指出，2025 年上半年中国智能机器人产业呈现爆发式 增长，整机厂商和零部件企业平均增速达 50%-100%，这一现象背后是政策红利与市场需求的共振 —— 国家政策的支持为行业 "添了把火"，而市场端的旺盛需求更成为拉动增长的核心动力。 "这种增长对整个行业来说非常少见，" 王兴兴补充道，中国制造业的全产业链优势正转化为机器人产 业的竞争力，目前全球实际落地的机器人中，绝大部分产自中国。这种制造能力的积累，不仅让行业从 实验室到量产的周期大幅缩短，甚至实现 "日更" 级别的技术迭代，更支撑了企业的全球化布局。宇树 科技自 2018 年起深耕出海业务，过去每年出海业绩占比达 50%，正是对全球市场需求的直接响应。 在行业关注度持续走高的背景下，王兴兴认为，企业既面临资源丰富的机遇，也需应对更激烈的竞 争。"对每家企业包括我们来说，最本质的还是要把产品做好 —— 更好的价格、更完善的功能、更好的 售后体验。" 而他过去最大的经验心得是 "要看到未来"，需在 AI、技 ...