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12月18-19日，第六届中国机器人行业年会在杭州举行。这场汇聚了超2000名行业专家企业家及从 业者的年度盛会，已成为解码机器人技术与商业未来的高端对话场。 机器人大讲堂特现推出系列深度报道，梳理大会现场行业顶尖专家与知名企业的核心洞见，探寻中国 机器人在具身智能时代的破局之路。 本期聚焦 【房海南 】 因时机器人1万台灵巧手落地，结构化场景爆发前夜的行业深思 当人形机器人从概念走向产业落地，灵巧手作为 "最后一公里"的核心执行部件，正成为决定技术商业化成败 的关键。2025年，因时机器人以全年超1万台的灵巧手出货量，创下行业纪录，在低价混战与技术探索并存的 市场中走出了一条差异化路径。 近日，机器人大讲堂在第六届行业年会，独家对话了因时机器人 CMO房海南，深入探讨灵巧手行业的技术瓶 颈、市场乱象与未来方向，解码这家企业的成长密码。 ▍ 从 POC到量产，灵巧手 回归 真实需求考验 "今年交付超1万台，着实超出了我的预期。"房海南的话语中难掩惊喜。这个数字背后，是灵巧手行业从实验 室走向产业应用的重要转折。 回顾行业发展，灵巧手的需求逻辑正在发生深刻变革。早期市场聚焦于 "仿人化"的技术炫技，而如今，"有 ...

Core Insights - The article discusses the evolution and significance of underwater robots, highlighting their roles in ocean exploration, resource investigation, engineering inspection, and national defense [1][2][3]. Group 1: Types of Underwater Robots - The family of underwater robots includes Autonomous Underwater Vehicles (AUVs), Remotely Operated Vehicles (ROVs), Unmanned Surface Vehicles (USVs), and underwater gliders (UG), each designed for specific tasks [2][3]. - Bionic underwater robots (BUR) mimic fish movements, while air-water cross-domain robots (AUR) can seamlessly switch between air and underwater operations [3]. Group 2: Control Systems and Challenges - Control systems are crucial for underwater robots, ensuring basic movement and supporting complex autonomous decisions [3]. - Traditional control methods face limitations in complex marine environments due to non-linear dynamics, model uncertainties, and unpredictable disturbances [4][5]. Group 3: Data-Driven Control Approaches - The rise of machine learning has introduced data-driven control methods, which allow robots to learn from data rather than relying solely on precise mathematical models [7]. - Data-driven methods are categorized into model-based, model-free, and hybrid approaches, enhancing adaptability and robustness in control [7][8][9]. Group 4: Multi-Robot Collaboration - Multi-robot systems enhance operational efficiency and coverage, enabling complex tasks like large-scale flow field mapping and underwater collaborative operations [12][14]. - Collaborative control strategies include coordinated formations, game-theoretic competition, and cross-domain cooperation, leveraging the strengths of multiple robots [12][14]. Group 5: Open Source Technology - The emergence of open-source platforms is democratizing ocean robot research, providing low-cost testing environments and hardware options for researchers [15][16]. - Open-source software frameworks like ROS facilitate seamless integration between simulation and real-world applications, promoting algorithm sharing and innovation [16]. Group 6: Future Directions - Future developments in underwater robotics will focus on enhancing intelligence, autonomy, and safety, addressing challenges such as data efficiency and communication constraints [17]. - The integration of physical information learning and offline reinforcement learning will enable rapid learning with minimal data, while advancements in cross-domain collaboration will create a comprehensive exploration network [17].

Core Insights - GENISOM AI (智身科技) has completed multiple rounds of financing, raising several hundred million yuan, with investments from industry capital partners, aimed at scaling product deployment and ecosystem development [1][3]. Group 1: Financing and Investment - The recent financing round is notable as it is the first billion-level financing case in the embodiment field this year, attracting significant industry attention [3]. - The investment structure, primarily led by industry capital, fosters a deeply integrated industrial chain cooperation ecosystem, enhancing GENISOM AI's competitive advantage in the embodiment intelligence sector [3]. - Key investors include Zhiyuan Robotics, Guian Kunpeng Fund, Jinma Leisure, and others, focusing on various sectors such as new energy vehicles and equipment manufacturing [4]. Group 2: Product Development and Production - GENISOM AI has established a high-standard production line and digital factory in Suzhou, ensuring a closed-loop capability from R&D to production and delivery [10]. - By the end of December 2025, the company had delivered 5,000 units of its two main models, "Steel Coin L1" and "Copper Hammer M1," marking it as one of the few companies in the industry to achieve mass production upon launch [12]. - The "Steel Coin L1" is designed for light to medium load scenarios, while the "Copper Hammer M1" is suitable for heavy-duty applications, showcasing the company's focus on practical solutions rather than mere technological showcases [14][16]. Group 3: Technological Advancements and Applications - GENISOM AI has developed core hardware components in-house and launched the MATRiX simulation platform, addressing the industry's challenges in transitioning from virtual simulation to real-world deployment [21]. - The company participated in the Shenzhou 21 manned spacecraft launch, where its robotic dog performed critical power inspection tasks, demonstrating its capabilities in national-level aerospace support [24]. - The "Steel Coin L1" has also been utilized in a family entertainment project, showcasing the integration of technology with cultural and entertainment applications [26]. Group 4: Future Outlook - 2026 is anticipated to be a pivotal year for embodiment intelligence, with a shift in investment logic from chasing technological trends to focusing on practical mass production and application [29].

Core Viewpoint - The acquisition of Infermove by Grab signals a strategic shift towards integrating robotics into logistics and delivery systems, highlighting the importance of robotics as a foundational infrastructure rather than just a novelty [2][19]. Group 1: Grab's Strategic Positioning - Grab, originally known for ride-hailing and food delivery, is expanding into next-generation transportation forms like autonomous driving and robotics [3]. - As of Q1 2025, Grab's market capitalization exceeded $20 billion, with approximately 57.7 million monthly active users, solidifying its leadership in Southeast Asia's transportation and delivery markets [6]. - Grab's recent investments and partnerships in the autonomous driving and robotics sectors indicate a proactive approach to emerging technologies [8]. Group 2: Robotics Market Potential - The global logistics robotics market is projected to grow from $14.5 billion in 2024 to $35 billion by 2030, with a compound annual growth rate (CAGR) exceeding 15%, particularly in last-mile delivery robotics [9]. - The integration of robotics technology is seen as a potential "breakthrough point" for companies like Grab, allowing them to explore new growth avenues beyond traditional markets [9]. Group 3: Infermove's Capabilities - Infermove, founded by a team with strong backgrounds in autonomous driving, has developed innovative solutions to address data scarcity in the robotics industry, such as the "Rider Shadow System" for real-world data collection [14]. - The company has successfully launched the Carri Flex robot, enhancing delivery capabilities in various environments, and has established partnerships with major companies for integrated delivery services [16][17]. Group 4: Geopolitical and Supply Chain Dynamics - Grab's acquisition of Infermove is not just about technology but also about gaining access to China's robust robotics supply chain and rapid productization capabilities [19]. - The combination of "Singapore R&D + China manufacturing + global deployment" positions Grab to potentially achieve significant advancements in the robotics delivery sector [20]. Group 5: Strategic Implications of the Acquisition - The acquisition represents a new paradigm for Chinese hard-tech companies entering international markets, leveraging partnerships with regional giants to reduce friction and costs [22]. - The merger is expected to create synergies where Grab's platform can enhance Infermove's technology, leading to a mutually beneficial relationship that exemplifies the integration of technology and platform ecosystems [23].

Core Viewpoint - CES 2026 will showcase innovations in AI, robotics, automotive technology, smart homes, and digital health, with participation from around 2600 exhibitors, including both international and domestic companies [1]. Group 1: Product Innovations - MOVA will present prototype robots for "water, land, and air" scenarios, including a pool robot with a bionic mechanical arm, an all-terrain lawn mower, and a flying cleaning robot [1][3]. - The Rover Master pool robot is designed to capture floating debris, addressing a gap in current pool cleaning technology [3]. - The Pilot 70 module integrates a drone with a cleaning robot, aiming to expand cleaning capabilities beyond single-floor limitations [6][8]. Group 2: Market Trends and Opportunities - The demand for fully automated cleaning solutions is increasing, particularly in multi-level residences, as users seek seamless automation in their homes [6][8]. - The modular design of the Pilot 70 allows for flexibility and potential upgrades, which could enhance user value and operational efficiency [6][11]. - The cleaning robot industry is facing intense competition, necessitating disruptive innovations to create market differentiation and establish brand prestige [8][11]. Group 3: Future Prospects - If successful, MOVA's product could pave the way for other automated home solutions, such as mobile air purifiers and security robots, indicating a significant shift towards modular, multifunctional, and spatially comprehensive home automation [11].

Core Viewpoint - The article discusses the ongoing transformation of school canteens through the integration of AI and robotics, enhancing efficiency, food safety, and student experience in dining [1][12]. Group 1: Robot Transformation in Canteens - In Shanghai, a fully automated noodle-making system allows students to receive a bowl of beef noodles in just two to three minutes without human intervention, significantly reducing wait times [3][5]. - The AI-driven canteen features four smart food stations, including a noodle shop and a spicy hot pot, where the entire process from selection to cooking is automated, ensuring consistent quality and taste [5][7]. Group 2: Efficiency and Capacity - A smart canteen in Beijing serves 700 students in just 167 square meters, with meal preparation time reduced from three hours to one hour, efficiently catering to 1,500 meals [9][11]. - The use of intelligent cooking equipment allows for precise ingredient measurements, with errors controlled within ±1 gram, ensuring uniformity in taste and portion sizes [7][11]. Group 3: Data-Driven Management - The integration of AI enables data collection on student dining habits, allowing for targeted assistance for economically disadvantaged students and enhancing overall health management through nutritional tracking [9][11]. - AI systems optimize supply chain management, predicting meal demand and reducing food waste by over 40%, while also achieving a monthly savings of over 20% on raw materials [11][12]. Group 4: Future Implications - The rapid implementation of smart canteens, completed in just over 60 days, signifies a shift towards a more transparent and efficient food safety management system in schools [12][13]. - The article emphasizes that this technological advancement not only improves kitchen efficiency but also contributes to the health and well-being of the next generation, addressing long-standing issues in school dining [13].

Core Insights - The article discusses the sixth China Robot Industry Annual Conference held in Hangzhou, focusing on the future of robotics technology and business, particularly in the context of embodied intelligence [1][2]. Group 1: Technological Breakthroughs - The CEO of Huawike, Zhu Xiaohui, highlighted the significant milestone of 10,000 units of tactile sensors shipped, marking the beginning of large-scale application in humanoid robots [2][4]. - Tactile perception is identified as a crucial element for humanoid robots to integrate into human life, with the company leading the industry in this area [4][6]. - Huawike's approach to multi-modal fusion in tactile sensing aims to replicate human-like perception, combining various sensing technologies to enhance interaction capabilities [7][9]. Group 2: Production Capabilities - Huawike's ability to produce 10,000 units demonstrates its success in transitioning from prototypes to mass production, addressing common challenges faced by 90% of lab innovations [13][14]. - The company has developed specialized production equipment and materials, ensuring precise control over sensor parameters and reliability in various environments [14][16]. - The cost of Huawike's electronic skin products has decreased to the thousand-yuan level, with expectations to reach the hundred-yuan level in the next 3-5 years, making humanoid robots more economically viable [16][18]. Group 3: Product Development - The Dragon Scale series focuses on comprehensive hand coverage, enabling natural tactile feedback in various interaction scenarios, while the Lingxi series enhances precision sensing at the fingertips [18][20]. - The combination of these two product lines creates a complete sensing solution, addressing both operational and interactive needs in humanoid robots [20][22]. - Huawike's modular design allows for customization and adaptability across different user requirements, covering a wide range of hand sizes [20][22]. Group 4: Data-Driven Evolution - Huawike is building a closed-loop ecosystem integrating sensing, AI, and data, collaborating with innovation centers to create a tactile data collection platform [22][24]. - This platform focuses on gathering tactile operation data, which is used to refine algorithms and improve sensor accuracy and adaptability [24][26]. - The long-term goal is to enable the tactile system to learn autonomously, allowing robots to adjust their operations based on tactile feedback [24][26]. Group 5: Future Outlook - The company envisions a three-phase evolution for tactile technology, starting with precision applications, expanding to full-body integration, and finally creating specialized products for various industries [26][28]. - The tactile market is expected to grow significantly alongside the robotics market, with tactile technology seen as essential for human-robot collaboration [28][30]. - Huawike aims to increase its shipment target to over 50,000 units in the next year, indicating a shift in tactile perception technology from optional to essential [30].

Core Concept - The article discusses a new climbing robot inspired by biomimicry and origami, designed to inspect and maintain high-voltage cables and other infrastructure safely and efficiently [1][2]. Design Inspiration and Core Concept - The robot's design combines biomimicry and origami, mimicking the "anchoring-crawling" gait of caterpillars for movement [2]. - The actuation mechanism utilizes a Kresling origami pattern, allowing significant axial deformation when driven by air pressure [2][4]. Climbing Robot Design and Working Principle - The robot weighs approximately 110 grams and consists of a body mechanism and two leg mechanisms, featuring two parallel stable origami actuators for smooth movement [5]. - The design allows for different mechanical characteristics by adjusting the geometric parameters of the origami units, enabling stable and energy-efficient operation [4]. Performance Characteristics and Testing Results - The robot can adapt to a wide range of cable diameters, from less than 1 millimeter to 32 millimeters, and can carry loads over ten times its weight, demonstrating a load capacity of 1.2 kilograms on a 30-millimeter diameter cable [16][18]. - It has shown excellent adaptability in various conditions, including dirty, oily, and icy cables, maintaining a crawling speed of 10.8 millimeters per second even on the smoothest surfaces [16]. - The robot's dual-stable self-locking feature enhances safety, allowing it to remain securely attached to cables even in the event of power loss [18]. Future Potential and Applications - The robot currently requires an external air source and control system, limiting its operational range, but future improvements aim to integrate these systems for autonomous climbing [20]. - Plans include adding pressure sensors for automatic grip detection and conducting tests in real outdoor environments to enhance its adaptability and reliability [20].

Core Insights - The year 2025 marks a historic turning point for the global robotics industry, with the concept of embodied intelligence and robotics moving towards large-scale application, transitioning humanoid robots from experimental technology to production tools in factories [1][2] - The industry has achieved multiple breakthroughs in technology, commercial implementation, and ecosystem construction, while also facing challenges such as bubble risks, technical bottlenecks, and commercialization tests [1] Group 1: Core Transformation - Embodied intelligence is the driving force behind the evolution of the robotics industry in 2025, fundamentally rewriting the underlying logic of industry development [4] - The shift from a linear framework of perception-planning-execution to a collaborative evolution model using AI large models as the brain and robots as the body allows robots to understand environments and make autonomous decisions [4] - This trend has permeated various fields, including industrial robots, service robots, and special robots, enhancing their capabilities in complex environments [4] Group 2: Market and Capital - The robotics sector has become a darling of the capital market in 2025, with mergers, IPOs, and financing surging, although underlying risks and market differentiation exist [9] - The industry is entering a deep integration phase, with mergers shifting from mere scale pursuit to capability enhancement and ecosystem building [9] - Over 30 companies in the robotics supply chain initiated IPO processes, with Hong Kong becoming the preferred listing location [11] Group 3: Scene Implementation - The application of robots has expanded from traditional industries to service, special environments, and consumer markets, with real orders confirming commercial value [17] - Industrial manufacturing remains the primary scene for robot commercialization, with domestic companies accelerating high-end breakthroughs [17] - Service robots are increasingly used in logistics and cleaning, while special robots demonstrate value in extreme environments [19] Group 4: Technology and Ecosystem - The robotics industry achieved significant breakthroughs in core components, technical standards, and ecosystem collaboration in 2025 [22] - The focus of global competition has shifted from hardware parameters to the construction of underlying capabilities [22] - Domestic companies have significantly improved their international standing in the field of embodied intelligence, with new standards being established [24] Group 5: Challenges and Outlook - Despite notable achievements, the robotics industry faces challenges such as the need for breakthroughs in core technologies and commercial viability [28] - The period from 2025 to 2026 is seen as a critical window for the industry to transition from validation to scaling [28] - The robotics sector is poised to become a trillion-dollar industry, reshaping manufacturing, services, and human lifestyles [29]