温馨提示 ： 点击下方图片，查看运营团队6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 知识星球"机器人头条" ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 上一篇写宇树和智元的文章，因为聊太多被官方投诉、删稿了；今天写一下智元和优必选，简单聊一下，更深解读请前往 "机器人头条"知识星球 查看相应文章。 相较于[智元机器人]及其代表的火爆的人形机器人市场，[优必选]略显落寞。 近日，一向看好[优必选]的花旗银行，发布最新研报再一次下调了优必选25年和26年的出货量，从500/3000台下调至300/1000台，主要原因有两点：1） 人形机器人进展不如预期，原定于二季度实现的进展已推迟到三季度，包括[比亚迪]的订单和新一代工业机器人Walker S2发布；2）今年3月27日与东风柳汽签约，将在 上半年完成在其汽车制造工厂内部署20台Walker S1，如今没有交货，部分机器人仍属于POC阶段。 [优必选]已经不止一次延期交付了；2024年 8月，优必选科技副总裁、研究院执行院长焦继超向媒体透露，优 ...

以下文章来源于潮汐商业评论 ，作者Donald 潮汐商业评论 . 专注大消费、TMT、金融及科技创新领域，分享有趣的商业评论和商业洞察，【潮汐商业评论】内容团队原创呈 现。 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ 我们不是不要机器人，而是需要更聪明的机器人。 还记得《普罗米修斯》这部电影里仿真人大卫，睁着清澈的蓝眼睛望着伊丽莎白 · 肖博士的模样吗？在与主人一 起探寻工程师的母星后，这个忠诚勇敢的仿生人，在角色中有着自己聪明的大脑和思考 …… 生命起源和宗教哲学只是电影里的剧情，人与机器人的相处在现实也有踪迹可寻。 "3 、 2 、 1——" 倒计时响起，一只机械臂迅速定位到一根半径约 4mm 粗细的揭幕绳索装置，精准地帮人类干起来活。 这是上演在 618 期间北京某商场里的一幕，促销礼包的彩带还没飘远， 23 个品牌带来的 26 款人形机器人就先 成了焦点，有的顶着圆滚滚的脑袋左右晃，像刚睡醒的小熊；有的伸出灵活的机械臂，正笨拙地给路过的小朋友 递气球；还有的眨着会发光的 ...

Key Takeaways DEO posted 5.9% organic net sales growth with a 3.1% boost from price/mix in Q3 FY25. North America led gains with strong tequila demand and premium restocking driving a 6.2% sales rise. DEO's $500M Accelerate program backs brand investment and premium focus amid cost and tariff pressure.Diageo plc’s (DEO) third-quarter fiscal 2025 results underscore its continued commitment to premiumization, reflected in strong organic net sales growth of 5.9% and a positive price/mix contribution of 3.1%. ...

Group 1 - The core viewpoint of the news highlights significant advancements and investments in the robotics industry, particularly in humanoid robots and magnetic levitation technology [1][2] - Zengguang Intelligent announced nearly 100 million yuan in new financing led by Yida Capital, aimed at technology iteration and market expansion for its core product, the "maglev magic carpet," which has a positioning accuracy of 5 micrometers [1] - Yingliu Co. disclosed a strategic supply agreement with Siemens Energy and Safran Group to boost orders for aerospace components and expand into low-altitude turbine engines and hybrid systems [1] Group 2 - The humanoid robot industry is entering a new phase of vigorous development, with increased collaboration among industry chain enterprises to accelerate the commercialization process [2] - Major companies like Nvidia and Foxconn are collaborating to establish humanoid robot production scenarios, with plans to achieve production by 2026, indicating strong confidence in the industry's future [2] - The robot industry ETF tracks a robot index that includes listed companies involved in industrial robots, service robots, and related automation technologies, reflecting the overall performance of China's robot industry [2]

CHICAGO and VANCOUVER, British Columbia, July 02, 2025 (GLOBE NEWSWIRE) -- Green Thumb Industries Inc. (Green Thumb) (CSE: GTII) (OTCQX: GTBIF), a leading national cannabis consumer packaged goods company and owner of RISE Dispensaries, today announced it will release second quarter 2025 financial results after the market closes on Wednesday, August 6, 2025. A conference call and audio webcast will also be held on Wednesday August 6, 2025, at 5:00 p.m. Eastern Time/4:00 p.m. Central Time to discuss the resu ...

Core Insights - AST SpaceMobile, Inc. has established Luxembourg as the headquarters for its joint venture, SatCo, in collaboration with Vodafone Group, aiming to enhance mobile broadband satellite services across Europe [1][8] - The direct-to-device mobile broadband satellite services are designed to complement terrestrial networks, providing connectivity to remote areas and eliminating dead zones, with commercial services expected to launch in 2026 [2][8] - The joint venture supports European digital sovereignty and aims to create a unified platform for space-based broadband connectivity, backed by the Luxembourg Government and key European stakeholders [3] Company Developments - AST SpaceMobile has a portfolio of over 3,650 patent claims for its direct-to-cell satellite ecosystem, enabling broadband connectivity from space to unmodified mobile devices [4] - The BlueWalker 3 satellite has been instrumental in achieving the goal of a space-based cellular broadband network, expanding connectivity to remote areas [5] - Partnerships with major U.S. carriers like AT&T and Verizon are crucial for building a global satellite network, with AT&T extending a commercial agreement until 2030 [6][7] Financial Performance - The company has faced challenges due to unfavorable macroeconomic conditions, leading to increased capital costs and pressure on financial performance [9] - High infrastructure setup costs and R&D expenses have resulted in losses over the past few years, with significant expenditures anticipated for future satellite launches [10] - The Zacks Consensus Estimate for losses per share has widened significantly for 2025 and 2026, indicating investor skepticism about the company's growth potential [11] Market Position - AST SpaceMobile's stock has seen a remarkable increase of 336% over the past year, outperforming the industry and peers [15] - The collaboration with leading carriers is viewed as a pathway to unlocking the potential of space-based cellular broadband, promising reliable service across the U.S. [16]

详细会议介绍参看往期文章： （点击蓝字跳转） 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 当前，人形机器人技术加速演进，已成为全球科技竞争的战略制高点、未来产业发展的核心赛道和经济增长的关 键引擎。 深圳作为中国改革开放的前沿阵地和经济特区，凭借其独特的政策优势、完善的产业链配套和活跃的创新生态， 已成为全球人形机器人产业的重要集聚地。近年来，深圳人形机器人产业实现了跨越式发展， 形成 了从核心零部 件到整机制造再到场景应用的完整产业链条，展现出强劲的发展势头和巨大的市场潜力。 据深圳市人工智能协会数据， 2024年深圳人形机器人产业产值达19.8亿元，同比增长113% ；截止2025年2月， 人形机器人产业链 企业数量超50家，位居全国第一 。 在 摩根士丹利发布的全球人形机器人上市公司百强名单中， 深圳有7家企业上榜 (比亚迪、腾讯、优必选、速腾聚 创、雷赛智能、兆威机电、汇川技术)，占中国大陆上榜企业的近四分之一。 | | | | | | | Brain | | | | Integrators ...

Flash | 25 Jun 2025 11:59:50 ET │ 12 pages UBTECH Robotics (9880.HK) Industrial Tour Tracker 2025 | Back-Loaded Humanoid Robot Delivery in 2025 CITI'S TAKE We met with UBTECH in Shenzhen on the first day (24 Jun) of our China Industrial Plant Tour. The key takeaways from our discussion with management are: 1) while YTD progress on the humanoid robot business seems to be behind schedule, management maintained that the 2025 shipment guidance of 300–500 units not only could be met but could also be overly achi ...

6月29日，在世博会中国馆广东活动周的现场，日本大学生山本千桃带着对中华文化的热爱与好奇，踏 入了这片充满魅力的展馆，开启了一场难忘的探索之旅。 在广州地铁智慧出行展，山本千桃体验了一把未来出行的便捷与高效。广州地铁沙盘模型展示"四网融 合""无人接驳"等智慧交通成果，让她感受到了数字化出行的便捷。 山本千桃的世博中国馆之旅充满了惊喜与感动。她用镜头记录下每一个精彩瞬间，希望通过自己的视 角，让更多人了解中国的科技魅力和文化底蕴。这次广东活动周不仅是一场展示，更是一座文化交流的 桥梁，让世界看到了一个充满活力、创新进取的中国。 （文章来源：21世纪经济报道） 一进入展馆，山本千桃就被广东制造的人型机器人Walker C深深吸引。这台机器人不仅外形逼真，动作 流畅，还能与参观者进行互动交流。它展示了广东在人工智能领域的前沿成果，让山本千桃仿佛置身于 未来世界。她兴奋地与机器人对话，尝试各种指令，机器人精准的回应让她惊叹不已。她感叹道："这 太神奇了！中国的科技发展速度令人难以置信，人型机器人让我看到了未来生活的无限可能。" 接着，山本千桃来到了"绿美广东"全景生态展项。展项以全景数字长卷为核心，通过动态投影与互 ...

2025.06. 28 本文字数：2809，阅读时长大约4.5分钟 作者 | 第一财经 郑栩彤 人形机器人正在从实验室"手搓"走向工厂制造。 在深圳，创业公司智平方正在规划自建产线，以实现2028年万台场景应用的商业目标。另一家瞄准 工业应用的人形机器人厂商近日告诉记者，公司原本是工程师手动组装机器人，现在也在计划建三个 工厂。 机器人产量要增加就需要告别"手搓"、建立产线。随着人形机器人产量望向增长，供应链厂商也在加 码。6月26日，领益智造宣布公司将"All In"具身智能。记者了解到，该公司打算切入三类业务，包括 核心零部件和总成研发设计、全方位硬件服务、工业应用场景落地开发，目标是成为全球前三的具身 智能硬件制造商。领益智造是消费电子硬件上游零部件厂商，是"果链"厂商，此前也进入了汽车供应 链，今年以来则在加码机器人。 记者了解到，供应链厂商进入人形机器人领域，要解决的远不止产能问题，还涉及如何推动零部件标 准化、如何降本等问题。 望向规模化生产 今年年初，智元机器人的第1000台通用具身机器人下线，吹响了国内人形机器人量产的号角。更多 厂商在计划建设产线、扩大产量。 6月，智平方一边推动通用智能机器 ...