Group 1 - Tencent's Robotics X Lab has formed a strategic partnership with Yushu Technology to enhance the application of Yushu's robots in various scenarios such as cultural tourism sites, shopping malls, and corporate exhibition halls [2] - The collaboration will leverage Tencent's Tairos embodied intelligent model to support Yushu's robots in providing user-friendly tour guide and shopping services, aiming to set industry benchmarks [2] - Tencent participated in Yushu Technology's Series C financing, which was completed in June 2025, with major investors including China Mobile's fund, Tencent, Alibaba, Ant Group, and Geely Capital [2] Group 2 - The robot tour guide solution developed by both companies has been piloted at the Dunhuang Mogao Caves Digital Exhibition Center and the Shanghai Guoling Law Firm global headquarters [3] - The Yushu G1 AI tour guide robot, equipped with the Tairos model, has started its internship as a guide at the Dunhuang site, providing visitors with cultural insights [3] - At the Shanghai Guoling Law Firm, the G1 robot serves as a guide, offering information about the firm's history and allowing clients to engage in Q&A sessions [3] Group 3 - Other companies have also disclosed collaborations with Yushu Technology, focusing on models, hardware, and ecosystem development [4] - iFlytek announced its partnership with Yushu Technology, providing AI services based on its Super Brain 2030 platform, covering over 500 intelligent robot manufacturers [4] - JD.com launched its first offline store in collaboration with Yushu Technology, featuring products like the Go2 robotic dog and G1 humanoid robot, marking an expansion of the robot ecosystem into offline scenarios [4] - Rockchip has reported a high market share for its flagship product RK3588 in the robotics sector, collaborating with Yushu Technology and other notable clients on various robot forms [4]

在上海国瓴律师事务所上海全球总部展厅，部署了Tairos具身大模型的宇树G1型号机器人承担了展厅讲 解员的角色，为来访客户讲解国瓴发展历史，价值观及已取得的相关成就。同时，来访客户可以与机器 人自由问答，向其咨询律所相关信息以及特定律师的从业信息。 近日，腾讯Robotics X实验室与宇树科技达成战略合作，双方将发挥各自优势，共同推动宇树机器人在 文旅景区、商场、企业展厅等多场景的落地应用。 除了腾讯，近期还有多家上市公司披露了与宇树科技的合作进展，涉及模型、硬件、生态等层面。 1月6日，科大讯飞表示，讯飞机器人超脑平台以讯飞超脑2030为技术底座，面向机器人厂商提供以多模 态感知交互能力和大模型大脑为核心的AI服务。目前合作已覆盖人形机器人、四足机器人、公共服务 机器人等500余家智能机器人厂商，与宇树、智元、银河通用、松延动力等头部机器人企业形成广泛合 作。 2025年12月31日，京东与宇树科技正式推出首家线下门店，现场产品包括机器狗Go2、人形机器人G1 等。此次合作标志着京东通过头部品牌合作形式，加速将机器人生态延伸至线下场景。 腾讯Robotics X实验室将通过Tairos（钛螺丝）的具身智能 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：看新闻，DDR4缺货已经影响到了瑞芯微的RK3588的 销售。瑞芯微做了一系列的动作，比如依托多类型DDR支持能力，辅以 "调、混、换" 三大核心应对思 路，已为众多合作伙伴提供切实解决方案适配各种不同规格的DDR4，用以抵消ddr缺货对soc销售的影 响。请问咱们全志在应对DDR4缺货方面，是否有做类似的应对措施？是否有为合作伙伴提供相关的适 配的技术支持？ 全志科技（300458.SZ）1月5日在投资者互动平台表示，尊敬的投资者，感谢您对公司的关注。公司根 据客户需求，提供DDR适配的服务。 ...

Group 1 - Shenzhen Xinsong Semiconductor has successfully completed a C-round financing of approximately 269 million yuan, marking a significant milestone in its development and a key step for the Chinese automotive electronics industry [1][2] - Fuman Microelectronics announced that 2,498,750 restricted shares will be listed for trading on December 11, 2025, representing 1.14% of the company's total share capital [1][2] - Rockchip's flagship SoC product RK3588 has achieved a high market share in the robotics sector, collaborating with well-known companies such as Yushutech and Cloud Deep Technology [1][2] - China’s Kangqiang Electronics reported that 18.76 million shares held by China Resources Trust have been judicially auctioned and transferred, resulting in a passive reduction of holdings [1][2] Group 2 - Google announced an Android XR special event scheduled for December 8, focusing on XR-related content and the integration of AI capabilities into XR devices [1][2] - Former President Trump approved Nvidia's export of H200 AI chips to China, requiring a 25% sales commission, which could help Nvidia recover significant business losses in key global markets [1][2] - Intel has become the first major customer for Tata Electronics' upcoming semiconductor manufacturing facility in India, which is part of a broader investment of approximately $14 billion in semiconductor manufacturing [3]

【巨头风向标】 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 21世纪经济报道新质生产力研究院综合报道 iPhone 17 Pro系列官宣降价 12月8日，Apple Store官方旗舰店在电商平台推出年末降价活动，iPhone 17 Pro及iPhone 17 Pro Max机型 降价300元，降价后iPhone 17 Pro售价8699元起，iPhone 17 Pro Max售价9699元起。山西、上海、四川等 部分地区可享国家补贴，至高可省500元。 IBM将以93亿美元收购Confluent以拓展人工智能服务 当地时间12月8日，IBM公司宣布，将以约93亿美元收购企业数据流式传输平台Confluent Inc.，补充 IBM在其数据与自动化产品组合中的现有能力。根据公司声明，IBM将以每股31美元进行收购，包括债 务在内的企业价值为110亿美元。双方预计这笔交易将在2026年年中前完成。根据随附的监管文件，如 果交易失败或终止，IBM将向Confluent支付4.536亿美元的解约费。 特斯拉上海超级工厂第400万辆整车正式下线 根据特 ...

Market Review - The Huaxia AI ETF (589010) rose by 1.49%, with a strong performance throughout the day, primarily trading above the intraday average line. The holdings showed a broad upward trend, with AI chip leader Cambricon surging over 4.6% and other stocks like Xinghuan Technology and Lingyun Optics also performing well. The ETF has attracted significant capital, recording net inflows for five consecutive trading days, with a recent trading volume of nearly 800 million yuan, indicating active trading [1] - The Robot ETF (562500) opened slightly lower but quickly rebounded, closing at its daily high with a 1.24% increase, ending at 0.982 yuan. Key holdings like Haimeixing surged nearly 10%, with other stocks such as Jingye Intelligent and Oat Technology also rising. Notably, substantial capital inflows were observed, with over 448 million yuan in a single day and a significant cumulative inflow over the past five days [1] Key News - RichChip Microelectronics announced that its flagship product RK3588 has a high market share in the robotics sector, collaborating with well-known clients like Yushutech and Ecovacs on various robot types. The company positions robotics as a crucial product line in AIoT, leveraging its technology and product advantages to expand cooperation in machine vision and audio fields [2] - Zhejiang Rongtai plans to invest approximately 77 million USD (about 544.88 million yuan) through its wholly-owned subsidiary to establish a production project in Thailand for 14,000 tons of mica paper, 4,500 tons of mica products, and 7 million robot components. This project aims to enhance the company's overseas business and supply chain [2] - Luming Robotics announced the completion of Pre-A1 and Pre-A2 financing rounds, raising several hundred million yuan, with funds allocated for continued investment in embodied intelligence data and hardware [2] Institutional Insights - Guojin Securities highlights three key trends in the industry: (1) Continued investment from industrial capital into the embodied intelligence sector, with companies like Ningbo Huaxiang participating in venture funds focused on this area [3] (2) Deepening supply chain collaboration, with core components and manufacturing processes integrating into leading ecosystems, as seen with Qide New Materials securing contracts for humanoid robots [3] (3) Commercialization is accelerating, with several companies achieving stable shipments or project completions, indicating sustained downstream demand [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is described as the "brain" of robotics, with a 20% price fluctuation limit and small to mid-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]

（文/罗叶馨梅）瑞芯微（603893.SH）12月8日披露投资者关系活动记录表称，公司旗舰SoC产品 RK3588 在机器人市场已取得较高市占率，并与宇树科技、 云深处科技、极智嘉、科沃斯等多家知名厂商合作，覆盖人形机器人、四足机器人、服务机器人、工业巡检机器人、AGV搬运机器人、清洁机器人等多种 形态。 公司表示，机器人业务已被列为其AIoT战略中的重要产品线。当前瑞芯微的SoC主要承担机器人"小脑"角色，负责运动控制、环境感知等任务，在多类机器 人终端中实现大规模落地，构成公司稳定的应用场景基础。 在"大脑"布局方面，瑞芯微正在依托端侧算力协处理器推进提升机器人决策与规划能力。公司指出，随着AI模型在机器人端侧运行需求不断上升，具备高算 力、低功耗的一体化芯片方案将成为行业核心竞争点。 同时，在机器视觉与音频交互方面，瑞芯微已有成熟方案，可为智能视觉识别、目标检测、多模态交互等应用提供底层支持。公司称，将继续扩大与头部客 户的合作范围，推动更多产品进入量产周期。 此外，瑞芯微补充表示，公司与多家存储厂商保持长期稳定合作关系，可确保机器人、AIoT等业务在供应链和成本管理方面维持优势，为未来规模化出货 奠定 ...

Core Viewpoint - The company, 瑞芯微, has disclosed that its product RK3588 has achieved a significant market share in the robotics sector, collaborating with several well-known clients to develop various types of robotic products [1] Group 1: Company Overview - 瑞芯微's RK3588 product is currently well-positioned in the robotics market [1] - The company has established partnerships with notable clients such as 宇树科技, 云深处科技, 极智嘉, and 科沃斯 [1] Group 2: Product Applications - The RK3588 is utilized in a diverse range of robotic applications, including humanoid robots, quadruped robots, service robots, industrial inspection robots, AGV handling robots, and cleaning robots [1]

每经AI快讯，12月8日，瑞芯微（603893）(603893.SH)发布投资者关系活动记录表公告，公司旗舰产品 RK3588在机器人市场已有较高占有率，与宇树科技、云深处科技、极智嘉、科沃斯（603486）等众多 知名客户合作了多种形态的机器人产品，例如人形机器人、四足机器人、服务机器人、工业巡检机器 人、AGV搬运机器人、清洁机器人等。公司把机器人作为AIoT重要产品线。当前公司SoC产品已经应 用在多种形态机器人，拥有较高市占率，主要承担机器人"小脑"功能。依托技术积累和产品布局优势， 公司以端侧算力协处理器布局机器人"大脑"，同时在机器视觉、音频等领域都有成熟方案，后续会快速 在这些领域与客户展开更广泛合作。公司与多家存储厂商保持长期良好的合作关系。 ...

Core Viewpoint - The company, Rockchip (瑞芯微), is experiencing a slowdown in revenue growth due to the rising prices of DDR4 memory chips and the transition of clients' products from DDR4 to DDR5, impacting short-term demand while maintaining a positive outlook on the long-term growth of AIoT [1][3]. Financial Performance - In the first three quarters of the year, the company achieved revenue of 3.141 billion yuan, a year-on-year increase of 45.46%, with net profit attributable to shareholders reaching 780 million yuan, up 121.65% [2]. - In the third quarter, revenue growth was approximately 20% year-on-year, and net profit growth was about 47%, marking the lowest quarterly growth rates since Q2 2022 [2]. Impact of Memory Chip Price Increase - The company’s management highlighted that the surge in DDR4 memory chip prices has led to a shift in some clients' high-end AIoT products from DDR4 to DDR5, affecting order rhythms without reducing demand for the company's products [3]. - The company supports the transition by providing technical documentation and flexible design options to assist clients in adapting to the current market conditions [3]. Strategic Partnerships and Supply Chain Management - The company maintains strong relationships with upstream suppliers and closely monitors supply chain changes to negotiate better pricing, with no current notifications of price increases from foundries [4]. - The company focuses on strategic and tactical inventory to ensure supply chain security for its advanced process products [4]. Product Development and Innovation - Rockchip is a leading AIoT chip design company, with a diverse product line including the flagship RK3588, which is penetrating various markets such as automotive electronics and robotics [4]. - The company is developing the next-generation flagship chip RK3688 and the RK3668, along with the RK1860 co-processor, expected to launch in the first half of next year [5]. Applications in Robotics and Automotive Electronics - The RK3588 chip has been widely adopted in various robotic applications, including humanoid robots and industrial inspection robots, demonstrating strong performance and AI support [6]. - In the automotive sector, the company has made significant progress with the RK3588M in smart cockpit applications, collaborating with multiple domestic automakers and producing numerous models [6][7].