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港股异动 | 优必选(09880)早盘涨超5% 人形机器人Walker S量产加速推进 预计年底小批量量产

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优必选(09880)早盘涨超5%,截至发稿,涨4.04%,报172.5港元,成交额2207.12万港元。

消息面上,4月9日,优必选副总裁、院执行院长焦继超在接受媒体专访时表示,人形机器人Walker S的量产进程正在加速推进中,目前公司团队正根据产线实际情况开展软硬件的优化迭代以及数据采集处理等工作,为年底的小批量量产做好充分准备。目前优必选已经与数十家国内头部新能源汽车企业接触,推进人形机器人需求对接。

华龙证券指出,优必选 Walker S 接入百度文心大模型,快速构建了任务规划与执行能力。在完成柔软物体操作(叠衣服)和物体干扰分拣等任务时,Walker S 依靠端侧多模态感知模型获得空间定位与语义信息后,将信息交由文心大模型进行任务理解与规划,协同配合机械臂和灵巧手的精准操作,成功的完成了全套任务流程。人形机器人作为 AI 的终极形态,正逐步向产业化、商业化、规模化发展。

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