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宇树上市只差临门一脚:王兴兴和他的“上市大考”
Sou Hu Cai Jing· 2025-11-25 09:27
作者|鱼丸 编辑|星奈 媒体|AI大模型工场 从2016年的孤军奋战,到如今千人级别的团队规模,王兴兴九年磨一剑,实现了从技术追随者到行业引领者的华丽转身,终于在2025年11月15日完成了上 市辅导。 王兴兴曾说:"在推动一些中规中矩的上市流程,某种意义上一直把公司上市当作去学习和成长的过程,就比如说面对中考、高考,我觉得这是企业迈向 更成熟的管理,更成熟的运营,一个阶段性的事情,也是对我们过去9年多时间的一个交代,也是对股东的一个交代。" 来时步步艰辛,再看已是繁花似锦。这场历时短短132天的考试,宇树显然满分上岸,但它多年来的努力,我们还需逐帧学习、逐帧分析。 01 一身孤勇,从初创到领航 2013年,就读于上海大学机械工程专业的硕士生王兴兴,受到波士顿动力BigDog机器人的启发,就此展开了他的具身智能生涯。 当时的他没有沿用当时行业主流的液压驱动方案,而是开创性地采用外转子无刷电机直驱技术路线,独立完成了全自由度四足机器人XDog的研发。 令人惊喜的是,这条技术路线有效简化了机械结构,降低了研发与制造成本,成为了宇树科技"低成本高性能"核心技术路线的基础。 时间辗转来到了2015年,王兴兴的XDog ...
宇树开源机器人统一大模型
Xin Lang Cai Jing· 2025-09-16 05:09
Core Viewpoint - The robotics index experienced a significant rise, driven by the announcement of the UnifoLM-WMA-0 model by Yushu, which enhances the capabilities of robots through a new world model architecture [1] Group 1: Market Reaction - The robotics index (884126.WI) surged on September 16, with notable stock performances including a limit-up for Wanji Electronics (600699.SH) and over 8% gains for Xiangshan Co. (002870.SZ) and Weichuang Electric (688698.SH) [1] - Other companies such as Aobi Zhongguang-UW (688322.SH) and Changying Precision (300115.SZ) also saw significant increases in their stock prices [1] Group 2: Technological Development - Yushu announced the UnifoLM-WMA-0, part of the UnifoLM series, which is a world model-action architecture designed to enhance robot interaction with their environments [1] - The core feature of this open-source model is its ability to understand physical laws governing robot-environment interactions, including a simulation engine and a strategy enhancement module [1] - Demonstrations indicate that the world model can predict future actions of robots, allowing for video predictions that can be replicated in robotic arms or end-effectors [1]
争夺机器人话语权,宇树开源新动作
第一财经· 2025-09-16 04:59
Core Viewpoint - The article discusses the recent advancements in robotics, particularly focusing on the launch of UnifoLM-WMA-0 by Yushu, which enhances the capabilities of robots to interact with their environment through a new world model architecture [3][7]. Group 1: Market Reaction - The robotics index saw a rise, with companies like Wansheng Electronics hitting the daily limit, and others like Xiangshan Co. and Weichuang Electric increasing by over 8% [3]. - Yushu's announcement has positively influenced the stock performance of related companies in the robotics sector [3]. Group 2: Technological Advancements - The new architecture includes a simulation engine and a strategy enhancement module, allowing robots to predict future actions and adjust accordingly [7]. - The system can anticipate environmental changes and optimize movement, which is crucial for applications in dynamic settings [7]. Group 3: Developer Ecosystem - Yushu's revenue structure heavily relies on educational users, making the development of a robust developer ecosystem essential for its growth [7][8]. - The focus on open-source initiatives and ecosystem building is seen as a necessary step for humanoid robots to establish their market presence before large-scale deployment [8][9].
争夺机器人话语权,宇树开源新动作
Di Yi Cai Jing· 2025-09-16 04:26
Group 1 - The core point of the news is the significant rise in the robotics index and the performance of specific companies like Wanji Electronics and Xiangshan Co., following the announcement of UnifoLM-WMA-0 by Yushu, which is part of their UnifoLM series [1][4] - Yushu's new architecture, UnifoLM-WMA-0, includes a world model-action framework that allows robots to understand physical interactions with their environment, featuring a simulation engine and a strategy enhancement module [4] - The world model can predict future actions of robots, enabling them to adjust their movements in real-time based on environmental changes, which enhances their operational efficiency [4][5] Group 2 - The majority of Yushu's orders come from educational users, indicating that developing a robust developer ecosystem is essential for their business model [4] - The financing head from a robotics company suggests that the next two years will see a competitive landscape focused on open-source initiatives and ecosystem building among humanoid robot companies [5] - The emphasis on storytelling and commercial strategies beyond traditional methods is crucial for humanoid robots to succeed in the market [5]