2025年下半年， 全球工业机器人行业有望迎来周期性复苏。 近日， 国际机器人联合会（IFR）数据显示，2024 年全球机器人市场规模突破 600 亿美元，年增长率达 15%。其中， 工业机器人依然占据主导地位，销量连续十年保持两位数增长，2024 年全球工业机器人安装量 超过50万台。 虽然短期受到汽车、光伏能源等行业下滑影像，但在全球智能制造升级大趋势下，不改长期增 长态势。 在全球机器人与自动化技术发展浪潮下，2025年Automatica盛会于德国慕尼黑璀璨启幕，受益于行业复苏气 氛，该展会不仅成为全球机器人与自动化领域的顶级盛宴，更是技术创新与产业升级的风向标。 在这场汇聚全球智慧与创新的舞台上，国产机器人头部企业埃斯顿携其全系列工业机器人、前沿数字化技术及 安全工作站惊艳亮相，以一场科技与创新的盛宴，向世界展示了中国高端装备制造的硬核实力与技术前沿的无 限魅力。 从中小负载高性能工业机器人的精准演绎，到智能码垛与高精度焊接的效率革命；从长臂重载与折弯专用的力 量展现，到柔性协作机器人的灵活应变；再到具身智能人形机器人Codroid 02的灵动登场，以及ERI实时控制 方案的智慧赋能，埃斯顿正以一系 ...

Group 1: Amazon's Robotics Deployment - Amazon announced that its global robot deployment has surpassed 1 million units, with robots integrated into over 300 operational centers since the automation strategy began in 2012 [1] - The company introduced a generative AI model called DeepFleet to enhance robot coordination, which is expected to reduce fleet operation time by 10% and lower costs [1] - Over 700,000 employees have been trained to operate robots, and the Nashville operational center has achieved nearly 95% automated sorting of packages [1] Group 2: Samsung's Ballie Robot Delay - Samsung's AI home companion robot, Ballie, has been delayed in its launch as the company focuses on optimizing user experience and determining appropriate pricing, which is predicted to exceed $2,000 [2][4] - The robot is designed to manage home environments and interact through natural dialogue, but current demand is expected to be low [4] Group 3: South University of Science and Technology's Humanoid Robot - The South University of Science and Technology in Shenzhen unveiled its self-developed humanoid robot named "Nan Ke Pangu," which can interact naturally with visitors [5][7] - The robot features intelligent interaction, perception, and navigation capabilities, showcasing advanced technology in collaborative operation and visual intelligence [7] Group 4: Shoucheng Holdings' Global Recruitment Plan - Shoucheng Holdings signed agreements with over 50 robotics companies across various sectors, aiming to foster collaboration and build a synergistic industrial ecosystem [9][11] - The company announced a global brand recruitment plan for "robot comprehensive experience stores," which will integrate display, sales, professional services, and industrial empowerment [11] Group 5: HAECO and LSCM Collaboration - HAECO partnered with LSCM to deploy autonomous mobile robot solutions in Hong Kong's advanced maintenance facilities, aiming to optimize material transportation [12][14] - The project will utilize AMRs equipped with SLAM technology for autonomous navigation, with trials set to begin in the fourth quarter of 2025 [14]

Core Viewpoint - The article discusses the 2025 Yangtze River Delta (Kunshan) Embodied Intelligence Scene Application Competition, emphasizing its significance in promoting innovation in robotics and intelligent vehicles, aligning with national strategies for manufacturing and digital development [1][3]. Group 1: Competition Overview - The competition is organized by the China Software Testing Center and Kunshan High-tech Group, with support from various institutions including key laboratories for robotics and intelligent vehicles [3][11]. - It will take place from July 31 to August 1, 2025, in Kunshan, Jiangsu Province, featuring three main tracks: robotics, intelligent connected vehicles, and low-altitude aircraft [3][12]. Group 2: Competition Structure - The competition includes three tracks: - Robotics track covering industrial manufacturing, logistics, commercial, and performance scenarios with 8 events [12][13]. - Intelligent connected vehicles track with 3 events focusing on unmanned transportation and automatic parking [14][16]. - Low-altitude aircraft track with 2 events related to smart logistics and industrial inspection [16][12]. Group 3: Participation and Registration - Registration is open from June 30 to July 20, 2025, and participants can register through the official WeChat accounts of the China Software Testing Center and the Robotics National Evaluation Center [4][30]. - The competition welcomes domestic and international teams from universities, enterprises, research institutions, and innovation teams [24][4]. Group 4: Awards and Recognition - Each track will have separate rankings and awards, with cash prizes for the top three teams in each event [19][20][22]. - Excellent participating teams will receive certificates and additional recognition [20][22].

2025 年已经进入下半场，人形机器人行业似乎也进入了"下半场"。 6 月以来，虽然人形与具身智能依然是科技圈最炙手可热的话题之一，但特斯拉 Optimus 传闻砍单至仅 1000 台、资本吐槽市场估值过高、部分企业裁员、多家企业直言不讳遥操作才是唯一解。从商业落地的角度 看，人形机器人的进展也远不及市场预估。 多个发展现象似乎都在印证， 人形机器人与具身智能这波发展浪潮，即将进入平稳期。 而近期 2025 年华为 开发者大会（ HDC ）上 的最新动态，也从侧面证明，人形机器人的下半场，或许要有些新的变化： 新的行 业共识正在形成，新的落地思路正在加速实践。 ▍ 当人形机器人撞上工业 " 99.9% 可靠性 " 铁壁 人形机器人下半场有哪些新变化？ HDC 2025 上， 华为云发布的全新具身智能平台架构 无疑 引发行业震动。 因为这个名为 C loud R obo 的 平台，主打用大模型为具身智能机器人提供 " 智慧大脑 " ，并配合 " 端边云 " 协同，让机器人在执行任务时 更加智能和高效。同时，其革命性在于将无人矿卡、工业机械臂、移动机器人等非人形 形态 纳入具身智能载 体， 利用盘古大模型的超算能 ...

▍ 具微科技 （ 机器人 4S店 ） ▍ 宇树科技（机器人 体验店 ） 6月30日，杭州迎来全国首家具身智能机器人4S店的开业。 这个由 具微科技 打造的 具身智能 4S店 总面积 达700平方米，打破了传统机器人零售的单一模式 ，将"产品展示、体验互动、售后维保、路演合作"四大功能 有机融合。其中500平方米的室内空间划分为产品展示区、体验区、售后区及路演区。用户可通过预约到店， 亲身感受具微科技机器人在全场景下的高负载性能、自主避障能力，以及智能配件生态的模块化适配优势。 该 4S店前期将以自主研发的机器狗产品为核心，后期计划与户外、箱包等传统领域合作，通 过"机器狗+上 装模块"的组合模式，实现"移动行李箱""移动电源""移动智能助手"等多元场景落地。 例如，机器狗加装机 械臂可变身物流助手，搭载冰箱模块则能成为户外移动冷柜，这种"即插即用"的硬件生态，如同智能手机的应 用商店，让机器人摆脱单一功能限制，为用户提供定制化的智能解决方案。 变现是目前 人形机器人 最大的问题。 为了提高销量，更快形成社会氛围，拉动人才集中，业内诞生出多个全新思路。 其中，集中展示 4S店以及比 赛，无疑是近期人形机器人行业 ...

Core Viewpoint - The 2025 RoBoLeague China Robot Football League final showcased the advancement of AI in robotics, with the Tsinghua Fire God team winning the championship, highlighting the event's significance in promoting public interest in robotics and AI technology [1][2]. Group 1: Event Overview - The final match of the 2025 RoBoLeague was held in Beijing, featuring fully autonomous AI robots competing without remote control, attracting 136 million views across various platforms [1]. - The event marked the first domestic 3v3 AI robot football competition and served as a test for the upcoming 2025 World Humanoid Robot Sports Games [1][2]. Group 2: Technological Advancements - The RoboLeague's all-AI standard surpasses the international RoboCup standards, demonstrating the real development level of embodied intelligence technology [2]. - The competition allowed robot manufacturers and developers to accelerate algorithm and hardware iterations, moving beyond the typical demo state of success [4]. Group 3: Application and Future Prospects - The AI-driven football matches serve as a practical training ground for robots, enhancing their capabilities in real-time perception, decision-making, and multi-agent collaboration, which are essential for household applications [6][10]. - The event is expected to foster a broader ecosystem for robotics applications in various fields, including child and elder care, pet management, and home security [12]. Group 4: Industry Landscape - Beijing has emerged as a hub for humanoid robot companies, with firms like Booster Robotics and Unitree leading in their respective technological domains, supported by continuous capital investment [13][15]. - The competition has highlighted the growing demand for sports-related technology, which is anticipated to drive the development of humanoid robotics over the next decade [17].

Core Viewpoint - Yifei Technology is preparing for an IPO on the Hong Kong Stock Exchange, aiming to raise funds for various strategic initiatives including technology development and capacity expansion [1][14]. Group 1: Company Overview - Yifei Technology, established in June 2012, is a high-tech enterprise specializing in industrial robot R&D and manufacturing, with a strong focus on full-stack R&D capabilities and flexible solutions [2][3]. - The company has a significant customer base, serving over 200 clients across various sectors including consumer electronics, automotive parts, and healthcare [3][9]. - Yifei Technology's revenue has shown a compound annual growth rate (CAGR) of approximately 28.5% from 2022 to 2024, with revenues of RMB 162 million, RMB 201 million, and RMB 268 million respectively [9]. Group 2: Product and Technology - The company has developed a comprehensive product line covering various robotic technologies, including parallel robots, mobile robots, SCARA robots, six-axis robots, and wafer handling robots [5][6]. - Yifei Technology's products have received multiple certifications, including reliability and durability certifications for its Bat series parallel robots and ISO cleanliness standards for its Lobster series wafer handling robots [6][9]. - The company holds 271 authorized patents and 79 software copyrights, showcasing its strong technological foundation [6]. Group 3: Market Position and Competition - Yifei Technology ranks fifth among domestic suppliers of industrial robots and related solutions focused on the light industry, with a market share of 1.2% [7][8]. - The Chinese industrial robot market is projected to grow from RMB 31.6 billion in 2020 to RMB 56.8 billion in 2024, indicating a competitive landscape that Yifei must navigate [11]. Group 4: Financial Performance and Challenges - Despite revenue growth, Yifei Technology has consistently reported net losses, with losses of RMB 57.55 million, RMB 111 million, and RMB 71.49 million from 2022 to 2024, primarily due to R&D and market expansion expenses [9][10]. - The company has significant inventory levels, with turnover days decreasing from 390 days in 2022 to 241 days in 2024, indicating potential challenges in inventory management [10][11]. Group 5: Future Outlook - The IPO proceeds are expected to enhance Yifei Technology's R&D capabilities and support its global expansion strategy, aiming to solidify its position in the industrial automation sector [14]. - The company plans to leverage its technological advancements and market expansion efforts to become a core supplier of industrial robot solutions globally [14].

Core Viewpoint - Kepler Robotics has successfully completed its Series A financing round, marking a significant step in its journey towards commercializing humanoid robots in industrial applications [1][20]. Financing and Investment - The Series A financing round attracted investments from three listed companies, all of which are deeply involved in the robotics industry chain, indicating a strong commitment to the humanoid robotics sector [2][3]. - Prior to this, Kepler Robotics had completed several funding rounds, including an angel round in April 2024 and Pre-A rounds in April and May 2025, showcasing continuous investment interest in the company [2]. Strategic Partnerships - Kepler Robotics has signed a strategic cooperation agreement with SAIC General Motors to explore the application of humanoid robots in automotive manufacturing, which is seen as a milestone for scaling industrial applications [12][13]. - The company is also collaborating with other firms like Flandre Co., Weichuang Electric, and Keli Sensor to develop modular platforms for practical applications in industrial manufacturing, smart logistics, and warehousing [17]. Technological Advancements - The company aims to enhance its humanoid robots' capabilities in dynamic balance, precision operation, and environmental adaptability through its partnership with SAIC General Motors [15]. - Kepler Robotics plans to integrate various resources to create a synergistic model that combines hardware supply, technical empowerment, scenario implementation, and ecosystem collaboration [11]. Product Development - Kepler Robotics launched its first self-developed humanoid robot series, the Kepler Pioneer, in November 2023, with plans for further product iterations, including the fifth-generation Pioneer K2, which is designed for high-intensity scenarios like automotive manufacturing and logistics sorting [18][20]. - The K2 model weighs 55 kg and supports dual-arm collaborative operations, with a goal of achieving large-scale deployment in logistics and manufacturing by 2025-2026 [20]. Industry Outlook - Analysts believe that humanoid robots represent the ultimate carrier of general artificial intelligence, with industrial applications expected to lead the way in breakthroughs [22]. - With the completion of the Series A financing and strategic partnerships, Kepler Robotics is positioned to accelerate its commercialization efforts and potentially redefine the form and boundaries of industrial robots [22].

Group 1 - ByteDance's Seed team is aggressively recruiting for key positions related to robotics, indicating a potential launch of a consumer or industrial robot product by 2025, with plans to expand the team to over 300 members by the end of 2025 [1] - Baidu has officially open-sourced its Wenxin large model 4.5 series, releasing 10 models with various parameter types, which are now available for download on multiple platforms, enhancing competition in the large model industry [4] - ForSight Robotics has completed a $125 million (approximately 900 million RMB) Series B financing round to advance its AI-based ophthalmic surgical robot system, ORYOM™, with plans to initiate human clinical trials in 2025 [6] Group 2 - Yujian Technology has commenced global mass production and delivery of its humanoid robots, showcasing the Atom robot, which is the first full-size humanoid robot capable of dexterous operation and bipedal walking [9] - Qianxun Intelligent has launched the Moz1 humanoid robot, featuring 26 degrees of freedom and the highest power density integrated force control joints, aimed at commercial and domestic applications [12]

在人工智能与机器人技术加速迭代的当下，自动驾驶算法正从虚拟测试走向真实道路与物流运输场景落地，专 业级机械臂也逐渐成为课堂示教编程的得力助手。随着行业发展，传统基础编程实践已难以满足需求，科研人 员与开发者更热衷于在仿真环境中钻研多机协同算法等前沿课题；与此同时，实验室对机器人在模拟场景下， 实现测试识别、精准抓取、智能避障、高效搬运全链路流程的要求也水涨船高。 在一背景下， 大象机器人于近日推出移动复合机器人 myAGV Pro， 为智能机器人领域的探索与实践带来新 的解决方案。 据机器人大讲堂了解，myAGV Pro是 大象机器人 旗下的 全向转向系统小车 ，适配大象机器人旗下轻量化 协作机械臂生态和市面上大部分通用协作机器人，能够完成 多目标环境检测、语音语义识别 等人工智能的相 关应用。大象机器人推出该产品主要旨在为研究人员与开发者在智能机器人领域进行 仓储搬运、教学学习、 创新应用、科研研究和竞技比赛 等场景提供理想平台。 myAGV Pro 中文宣传片 3 丰富生态，支持二次开发 原 生 搭 载 Ubuntu 22.04 ， 提 供 RVIZ 、 Gazebo 仿 真 环 境 支 持 。 同 时 ...