7月26日，全球人工智能领域规模最大、专业度最高、影响力最强的顶级盛会——2025世界人工智能大会（WAIC）在上海 盛大开幕，全球AI领域的目光聚焦于此，共同见证这场关乎智能文明未来的思想盛宴。 2025年世界人工智能大会（WAIC）上，人形机器人再度成为绝对焦点。在WAIC展会现场，超150台人形机器人集中亮 相，是中国人形机器人有史以来最大规模的一次集体展示。 去年WAIC，18台人形机器人列队迎宾，被称为十八罗汉，新奇但略显单调。而今年的展台，则是全线升级为动态实景 秀，机器人不仅能说会走，还能打拳、煮咖啡、做康复、分拣物料、巡检安防，实打实地干活了。 这意味着人形机器人已经不满足于当展览厅里的"表演者"，而是致力于走向车间、超市、医院、家庭等真实工作场景，成 为真正的"生产者"。 十八般武艺轮番上阵，机器人不再只会摆拍 展会上，从演示到实战，各家厂商亮出了压箱底技术。 银河通用自研机器人Galbot凭借全天候工作的表现，斩获"镇馆之宝"称号，真正做到了"从炫技走向实用"。 Galbot在大会核心展区全天候值守，还为外方嘉宾精准取送商品，表现稳定流畅。在汽车工厂模拟区，Galbot不仅能精准分 拣外形 ...

清华大学唯一持股的具身智能企业。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，星动纪元（ROBOTERA）携旗下核心具身智能产品矩阵亮相WAIC 2025，通过 星动 L7、星动XHAND1、星动Q5三款产品的实景演示，全方位展现了其在具身智能领域 "软硬一 体化全栈自研" 的技术实力，以及 "从技术突破到场景落地" 的商业化成果。 作为清华大学唯一持股的具身智能企业，星动纪元此次展示不仅是产品性能的集中亮相，更凸显了其 "模型 - 本体 - 场景数据" 闭环飞轮的成熟运转，为行业呈现了通用智能体赋能千行百业的清晰路 径 。 从商业化角度看，此次展示的三款产品已形成清晰的落地路径：星动L7主攻仓工业物流，星动 XHAND1作为核心零部件供应科研、机器人产商与工业市场，星动Q5聚焦零售、文旅等商业服务领 域 。 目前，星动纪元已实现超200台产品交付，订单中50%以上来自海外，全球市值TOP 10的科技公司 有9家成为其客户 ，印证了 "通用智能体赋能千行百业" 的愿景正在照进现实。 本文由公众号IPO早知道（ID：ipozaozhidao）原创 ...

股票研究/[Table_Date] 2025.07.23 星动纪元发布新款人形机器人产品，产业发展 态势持续向上 机器人行业跟踪报告 投资要点： [Table_Report] 相关报告 机器人《人形机器人本体研究（一）：宇树科技》 2025.07.20 机器人《Optimus 将出任服务员，智元与宇树中 标中移动人形机器人大单》2025.07.19 机器人《智元&宇树获 1.24 亿订单，人形机器人 商业化加速》2025.07.14 机器人《机器人热点点评：字节发布高自由度灵 巧手，完善模型与硬件的具身智能布局》 2025.07.10 机器人《智元收购上纬新材，行业头部企业或将 加速 IPO 进程》2025.07.09 股 票 研 究 业 跟 踪 报 告 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 行 | [姓名table_Authors] | 电话 | 邮箱 | 证书编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 毛冠锦(分析师) | 021- ...

Group 1 - Prominent investor Mark Cuban predicts that AI will create the world's first trillionaire, likely not from traditional wealthy backgrounds [2] - Cuban emphasizes that the impact of AI is comparable to the advent of the internet or cloud computing, suggesting that those who can integrate AI into everyday life will reap significant rewards [2] - Isomorphic Labs, a company spun off from Google DeepMind, is preparing to start its first human trials for AI-designed cancer drugs [3] Group 2 - Isomorphic Labs was established in 2021 and is leveraging AI technology to assist in the development of cancer treatments, building on DeepMind's breakthrough research with AlphaFold [3] - AlphaFold is recognized for its ability to predict protein structures with unprecedented accuracy, and Isomorphic has signed significant research collaboration agreements with major pharmaceutical companies like Novartis and Eli Lilly [3] - Alibaba Cloud has officially open-sourced its web intelligence agent, WebSailor, which has shown superior performance compared to other open-source models and is second only to closed-source models like OpenAI's DeepResearch [4] Group 3 - The robotics company Star Era has completed nearly 500 million yuan in Series A financing, led by Dinghui VGC and Haier Capital, with participation from several notable financial and industrial investors [5] - Star Era has developed service-oriented wheeled humanoid robots and full-sized bipedal robots for industrial applications [5] - Capgemini has announced a $3.3 billion acquisition of business process management company WNS to enhance its AI capabilities, with a final agreement reached at $76.50 per share [6]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 x 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要 的。 最近很多同学找工作，正在问相关的公司和业务，今天具身智能之心为大家盘点下具身领域比较 有名的公司及其对应业务。所有内容出自国内首个具身全栈技术社区，具身智能之心知识星球， 欢迎扫码加入！ 智元机器人 官网：https://www.zhiyuan-robot.com/ 宇树机器人（Unitree Robotics） 官网：https://www.unitree.com/cn 核心业务 ：专注人形机器人研发，具身智能（Embodied AI）领域头部企业。 代表产品 ： 远征A1、A2 ：双足人形机器人，支持复杂地形行走、双手精细操作（如拧螺丝、插拔插 座）。 灵犀X1、X2： 全栈开源机器人。 EI-Brain ：多模态AI系统，结合强化学习与视觉导航，实现自主决策。 技术亮点 ：自研关节电机、实时运动控制算法，与比亚迪、宁德时代合作落 ...

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The humanoid robot industry is experiencing a surge in entrants and is expected to enter a mass production phase, driven by advancements in embodied intelligence and significant investments from both domestic and international players [8] - The report highlights the emergence of various projects and innovations in the humanoid robot sector, indicating a robust growth trajectory and commercial viability [8] Summary by Sections Industry Overview - The mechanical equipment industry is currently under review, with a focus on the humanoid robot segment, which is gaining traction due to technological advancements and increased investment [1][8] Recent Developments - The Chongqing Economic and Information Commission announced the first batch of "open competition" projects in the field of embodied intelligent robots, listing 12 projects from companies like Seres and Changan Automobile [3] - Zhiyuan Robotics launched a self-developed large-scale simulation framework, AgiBot Digital World, to enhance robot operation capabilities [4] - Zhongqing Robotics secured 200 million yuan in funding to accelerate the development of general-purpose intelligent robots [4] - The Beijing Yizhuang area is set to unveil a plan for the application of 10,000 robots, with an estimated market opportunity of nearly 5 billion yuan [5] Investment Recommendations - Suggested companies to focus on include: - Assemblies: Sanhua Intelligent Control, Top Group - Sensors: Donghua Testing, Anpeilong, Hanwei Technology - Reducers: Lide Harmony, Shuanghuan Transmission, Zhongdali De - Screws: Beite Technology, Best, Hengli Hydraulic - Motors: Mingzhi Electric - Equipment: Qin Chuan Machine Tool, Huachen Equipment, Rifa Precision Machinery [9]

值得一提的是， 这是业界首次仅通过同一个具身大模型就实现了五指灵巧手像人手一样使用多种工 具完成上百种灵巧复杂操作任务 。模型不需要任何预编程技能，完全基于其强大的泛化和自适应 力，能在不到2小时内通过收集少量数据就学会执行新的任务。同时，ERA-42还在快速不断学习更 多新技能中。 此外， ERA-42也是世界范围内首个真正的五指灵巧手具身大模型，开启了具身大模型的通用灵巧 操作时代 。星动纪元打造的端到端原生机器人大模型ERA-42凭借其预测能力，模型具备强大的泛 化、自适应和规模化能力。结合星动纪元为AI打造的全新硬件平台，可快速实现具身智能体软硬件协 同进化和商业化落地。 1、相比夹爪，星动XHAND1已经可以完成100多种精细化、智能化的复杂灵巧操作任务；2、星动 纪元原生机器人大模型ERA-42能理解物理世界和预测未来；3、星动纪元原生机器人大模型ERA- 42具备更强泛化能力；4、星动纪元原生机器人大模型ERA-42具备更强自适应性；5、星动纪元原 生机器人大模型ERA-42初步体现"Scaling效应"。 当然， 构建通用具身智能体需要软硬件协同迭代，就像人类的脑和身体是从小到大同步协同成长的 ...