▍ 产业资本协同入局 在机器人赛道融资频发的当下，具微科技这轮近亿元融资的特殊之处，与单纯的财务投资不同，本轮融资呈现出明显的产业协同特征。四家投资方均来自先进制造 或投资领域，其背景与机器人产业链关键环节紧密相关。 公开资料显示，领投方正强股份主营业务为汽车关节与传动系统，其制造能力可能为机器人的运动部件提供生产支持。豪恩汽电专注于智能驾驶感知系统，其技术 或涉及环境感知与导航。壹连科技在新能源电连接组件领域有所积累，可能涉及机器人电源管理与电气连接。鲁信创投则为国有专业创投机构，通常在企业战略与 资源对接方面发挥作用。 近期，杭州四足机器人企业具微科技宣布完成近亿元A轮融资。本轮融资由正强股份（301119）领投，壹连科技（301631）、见素资本（淮安豪恩见素产业投资 基金，豪恩汽电301488）、鲁信创投（600783）跟投（排名不分先后）。本轮融资将用于产品研发生产、团队建设，以及应用场景拓展与生态构建等方面。 业内分析师指出，多家具备产业背景的上市公司联合投资一家初创公司，通常意味着后者在技术路径或产品化方面获得了产业链关键环节的认可。 "这可以被视为 一种风险共担与生态共建的信号。" ▍ 从算法 ...

Core Insights - Zhangjiang Robot Valley has established itself as a key area for embodied intelligent robotics in Shanghai, showcasing a robust industrial layout and vibrant ecosystem in 2025 [1] Group 1: Industrial Layout and Key Projects - The Zhangjiang Robot Valley covers a total area of 4.2 square kilometers and is positioned as a core area for the embodied intelligent robotics industry in Pudong New District [5] - The first phase of the Zhangjiang Robot Valley platform, with a total construction area of 110,000 square meters, has been completed, enhancing the region's capacity for high-quality development in the robotics industry [7] Group 2: Leading Enterprises and Complete Industry Chain - A clear and complete industry chain has formed in Zhangjiang Robot Valley, with nearly 100 companies in the embodied intelligent industry, covering complete machines, software, core components, and supporting services [15] - Major companies like Zhuoyide Robotics and Green Harmonic have established their headquarters in the valley, contributing to the innovation and collaboration within the industry [13][15] - The establishment of the "Zhuoyide Ecosystem Accelerator" aims to support core component R&D and technology transfer, enhancing the overall industry ecosystem [13] Group 3: Ecosystem Development and Services - Zhangjiang Robot Valley is committed to building a comprehensive industrial ecosystem, providing full-chain services from R&D to market promotion, thus driving both industrial and innovation ecosystems [20] - The valley hosted over 60 industry events in the year, including the flagship "2025 Zhangjiang Embodied Intelligence Developer Conference," which attracted over 200 companies and 5,000 experts [21] - The establishment of the first engineering series digital technology professional title application policy briefing in Shanghai aims to support talent development in robotics and intelligent manufacturing [23] Group 4: Future Development Plans - In 2026, Zhangjiang Group plans to strengthen its industrial organization capabilities, focusing on four core capability platforms and five element guarantee platforms to accelerate the construction of the embodied intelligent industry cluster [26] - The focus will remain on humanoid robots, high-end medical robots, and intelligent service robots, aiming to create a leading global ecosystem for embodied intelligent robotics [26]

Core Viewpoint - The article highlights the launch of a new product matrix by Yiyou Technology, focusing on three innovative joint modules aimed at establishing the company as a leading Tier 1 supplier in the robotics industry, particularly in humanoid robots [1][3][23]. Group 1: Product Launch and Features - Yiyou Technology introduced three new products: PHU enhanced harmonic integrated joints, RHU humanoid harmonic integrated joints, and RP humanoid planetary joints, designed to meet the demands of the upcoming mass production wave in humanoid robots [1][3]. - The PHU series has achieved SOP and will enter regular mass production after the Spring Festival [13]. - The RHU series represents advancements in miniaturization and functional integration, specifically tailored for humanoid and high-end mobile robots [14][17]. - The RP series is designed to meet the complex demands for low-cost, impact-resistant, and lightweight planetary joints, featuring enhanced designs for shock resistance and data integrity during collisions [19][21]. Group 2: Manufacturing and Capacity - Yiyou Technology has established a fully automated joint production line, achieving a capacity of 95,000 joints by 2025, which supports large-scale delivery and capacity ramp-up for 2026 [6]. - The manufacturing system combines flexible production with strict quality control, enabling quick responses to diverse and customized customer needs [6][23]. Group 3: Strategic Positioning and Industry Impact - The company aims to be a global leader in the robot joint sector, focusing on precision manufacturing and leveraging extensive process coverage and automation experience to build core competitiveness [5][23]. - The launch of the new product matrix addresses key industry pain points such as miniaturization, high power density, low cost, and high reliability, setting new benchmarks for robotic movement and perception capabilities [23]. - The event marked a transition for Yiyou Technology from a specialized joint technology developer to an industry enabler, fostering collaboration with partners across the supply chain [3][5].

在具身智能浪潮席卷全球之际，它不仅是一个技术概念，更是一场深刻的产业变革。在这场变革中，众多企业 扮演着不同角色：有像宇树科技的王兴兴这样，专注机器人本体研发与制造的开拓者；也有像利亚德集团副总 裁、虚拟动点董事长兼 CEO刘耀东这样，在产业底层默默耕耘，致力于解决核心数据瓶颈的"架桥者"。 本次，我们有幸对话刘耀东，探讨他的团队如何通过空间计算，构筑起连接数字与现实、加速具身智能落地的 关键引擎。 ▍ 从二维描绘到三维感知：数据是跨越鸿沟的关键 在刘耀东看来，过去三十年互联网的核心逻辑是将物理世界数字化、扁平化装入二维屏幕。而如今，以具身智 能为代表的下一波浪潮，则要求数字系统能够真正地感知、理解并三维化地与现实世界互动。这背后，是从 "描述世界"到"作用于世界"的根本性转变。 "当技术从二维向三维跃迁，真正的挑战往往不在算力或模型参数本身，而在于一个更基础、却易被忽略的层 面——数据。"刘耀东指出。工业仿真与真实场景的割裂，机器人从"实验室演示"到"稳定实际应用"的最后一百 米，其症结常常在于缺乏高质量、多模态、符合物理规律的真实世界数据。 "如果说具身智能是一场远征，高 质量的数据就是支撑远征的'粮草' ...

近日，浙江人形机器人创新中心有限公司（简称"浙江人形"）完成4.5亿元Pre-A轮融资，过去一年半的时间累计筹集资金共22亿元。 股东阵容豪华，囊括了中控技术（流程工业控制领导者）、招商创科（招商局集团战略性新兴产业板块的投资运营平台）、联想创投（联想集团旗下基金）、冯源 资本（半导体产业基金）、宁波工业互联网研究院、迦智科技、智昌科技等场景产业资本，以及浙江省创业投资集团（浙资运营旗下基金）、宁波金控控股集团 （宁波市属国有投资平台）、海发控股集团（海曙区属国有投资平台）、越秀产业基金（越秀资本旗下投资平台）、宁波人才集团等政府产业资本，和方广资本等 市场化基金。 本轮融资将倾注于核心技术的攻坚与迭代、专业人才的引育与成长、产品的规模化量产，以及多行业场景的深度开拓。 正是这份始于热爱的长期主义，吸引并锻造了一支"软硬件兼备，人人都能独当一面"的精锐团队。其中，有深耕机电控制的硬核专家，也有精通AI算法的青年才 俊，上百人如齿轮般精密协作。一群与时代同频共振的理想主义者，将技术的星辰大海，锚定于产业发展的笃实需求。 由理想主义者组成的浙江人形，不止是一家攻关具身智能关键技术、研发机器人产品的高科技企业， 更 ...

你是否想过 ， 机器人 能闻到气味吗？ 如今，随着电子鼻与机器人技术的深度融合，机器嗅觉正从实验室走向现实战场，成为机器人感知世界的新维 度。 近日， 香港科技大学研究团队在 Nature 旗下期刊 《 npj Robotics 》 发表重磅综述 ， 系统梳理了电子鼻 在机器人嗅觉领域的最新进展，揭示出这项技术如何赋予机器人嗅觉 ， 使其在搜救、医疗、环境监测乃至家 庭服务中发挥不可替代的作用。 ▍ 为什么机器人需要嗅觉？ 嗅觉可能是生物体最古老的感觉之一，但也是最精密的化学检测系统。人类鼻子中大约有 400 种不同类型的 嗅觉受体，通过这些受体的不同组合，我们能够识别数千种不同的气味。 人类的嗅觉虽然敏锐，却存在本质局限 。 它是主观的，容易受生理和心理状态影响，且无法检测无味但有害 的气体。 正因如此，开发能够复制甚至超越人类嗅觉能力的技术成为迫切需求。机器人嗅觉系统需要面对更严苛的挑战 ， 要 在湍流、风力变化和多种气味源的复杂环境中，仍然能够准确检测和识别目标气体。 这种能力对于搜 救、环境监测和医疗诊断至关重要。 如何实现这一目标？答案藏在电子鼻 。 这套系统的核心原理在于仿生：它效仿人类鼻子的工作 ...

当机器人从标准化车间走向复杂家居、医疗场景，仅靠视觉和语言指令已难以应对动态物理环境。 1月21日， 微软研究院（ Microsoft Research ）正式发布首款基于 Phi 视觉 - 语言模型家族的机器人专用 AI 系统 Rho-alpha ，这款被定义为" VLA+ "的创新模型，通过植入触觉感知、融合仿真训练与人类反馈机 制，让机器人在双手协同操作中具备了更强的适应性与可靠性，为物理 AI 的落地按下加速键。 微软表示， Rho-alpha 的突破在于打破了 VLA 的能力边界，将感知维度从视觉拓展至触觉，同时构建了"感 知 - 行动 - 反馈"的闭环架构，这也是其被称为" VLA+ "的核心原因。 在微软公布的演示视频中，两台搭载触觉传感器的 UR5e 协同机械臂，在 Rho-alpha 驱动下执行插头插入任 务：左臂精准定位接口，右臂调整姿态推进，当遇到接触阻力时，传感器迅速反馈力信号，模型随即微调角度 避免卡滞。即便右臂出现定位偏差，操作人员通过 3D 鼠标实时干预后，系统能吸收纠正信息并优化动作轨 迹。 目前 Rho-alpha 已实现触觉感知与视觉、语言指令的跨模态融合，微软透露，后续还 ...

Core Insights - The automotive industry is witnessing a significant shift towards robotics, with at least 17 major car manufacturers globally entering the robot sector by 2025, including both international and domestic companies [1][3] - Tesla's Elon Musk claims that 80% of the company's future value will come from robotics, indicating a strong belief in the potential of humanoid robots [3] - The automotive sector is transitioning from being a cost center to a profit center through the development of robots, which can enhance efficiency and reduce costs in manufacturing [4] Group 1: Industry Trends - The automotive industry has the highest density of industrial robots, with 29.3 robots per million working hours, indicating a strong integration of robotics in manufacturing processes [5] - Companies like Tesla and Xpeng are planning to produce humanoid robots at scale, with Tesla aiming for a production line of one million units by the end of 2026 [5][7] - The consensus in the industry is that humanoid robots will follow a three-step path: factory, commercial, and home applications [8] Group 2: Strategic Approaches - Companies like Chery are focusing on providing intelligent solutions rather than just hardware, which has helped them gain market share in key overseas markets [7] - BYD is strategically investing in over 20 robotics companies to enhance technological collaboration without heavy self-research costs [7] - SAIC Group is leveraging supply chain advantages by investing in core component companies to ensure cost-effective supplies for its robotics initiatives [7] Group 3: Cost Advantages - The cost of developing humanoid robots for automotive companies is estimated to be one-third lower than that of traditional robotics firms, thanks to established supply chains [18][20] - The automotive industry's scale in manufacturing is reshaping the cost structure of the robotics sector, with significant reductions in component costs, such as LiDAR [20] - The dual empowerment between robotics and automotive sectors is creating a feedback loop that enhances both industries [20] Group 4: Challenges and Future Outlook - Despite the enthusiasm for humanoid robots, significant technical challenges remain, particularly in achieving dexterity, stability, and efficient AI processing [22][24][26] - The current global stock of humanoid robots is under 5,000 units, with fewer than 1,000 achieving commercial viability, highlighting a gap between industry excitement and market reality [34] - The automotive industry is expected to play a crucial role in the evolution of humanoid robots, potentially transforming from "car manufacturing" to "intelligent entity manufacturing" [34]

近期， 国务院新闻办公室举行新闻发布会， 提及工业机器人、人形机器人等相关话题。 01 人形机器人与具身智能 在人工智能驱动下，人形机器人产业超预期迭代演进。 1 月 21 日， 工信部副部长 张云明介绍， 2025 年国内整机企业数量超 140 家，发布人形机器人产品超 330 款。 业界普遍认为， 2025 年是人形机器人量产元年，产业蓄势待发，前景广阔。 他表示，目前，我国人形机器人已经能够 " 站得住、走得稳、跑得快 " ，正加速从 " 舞台上动起来 "" 赛场上跑起来 " 向 " 家庭里用起来 "" 工厂里干起来 " 转变。 工业和信息化部还设立了人形机器人与具身智能标准化技术委员会， 70 余家头部企业、科研院所积极参与。 此外，在具身智能领域建设国家人工智能应 用中试基地，打造人形机器人与具身智能 " 研发 - 设计 - 测试 - 制造 - 应用 " 一体化创新先发地。 企查查数据显示，截至 1 月 6 日， 国内现存具身智能相关专利（仅统计专利名称 / 摘要含关键词 " 具身智能 " 的专利） 394 项。 从年度申请量来看，近三年 具身智能相关专利申请量呈现显著增长态势， 2025 年全年申 ...

做人形机器人难吗？ 怎么 把 研究成果转化为可落地的工程化产品？ 这是机器人大讲堂读者后台 提及 最多 的 问题 。 当行业还在黑箱中苦寻 解法 和答案 ，一群年轻人选择直接把 "从实验室原型到开源可量产设计" 的 公式 公 之于众 。 01 开源 的 萝博头原型机 为何令人震撼？ 202 6 年 1 月 15 日， 人形 机器人行业经历了一场 开源 地震 。 萝博派对 （ RoboParty ）在官方 GitHub 仓库正式开源了双足人形机器人 " 萝博头原型机 " （ R oboto_ O rigin ） —— 不是 国外 几行 API 接口 代码，而是全栈、完整、毫无保留的技术方案 ， 甚至连硬件专利、 调试细节、避坑指南都全部公开。 萝博派对 此次开源的 " 萝博头 原型 机 " 是 一台 身高 1.2 米、重量 30 公斤的双足原型机 ， 人形机器人行 业长期存在着一个刻板印象：开源项目的性能总是滞后于闭源项目。 但 机器人大讲堂发现， 该开源机器人项目首次在核心性能指标上达到 产品 级 水平。 例如 ， 这台开源机器人实现了 3m/s （约 10.8km/h ）的跑步速度。 这一数据意味着什么？ ...