因为 A 股市场为了保护股民利益收紧，这两年来港交所这次捡了不少漏，尤其对现金流较差早期融资节奏太 快的企业，因为资金链和盈利性问题，只能选择跑到港股上市，这使得 A 股错失不少机器人企业。 为了抢救市场， 6 月 18 日，在 2025 陆家嘴论坛上证监会主席 吴清 表示，创业板正式启用第三套标准， 支持优质未盈利创新企业上市。将继续充分发挥科创板示范效应，加力推出进一步深化改革的 1+6 政策措 施，重启未盈利企业适用科创板第五套标准 ( 允许符合国家战略、突破关键核心技术且市场认可度高的企 业，在无盈利情况下以预计市值 40 亿元门槛上市 ) 上市 。 证监会表示在持续抓好 " 科创板八条 " 落地实施的基础上，以设置专门层次为抓手，重启未盈利企业适用科 创板第五套标准上市，推出一揽子更具包容性、适应性的制度改革，着力打通支持优质科技型企业发展的堵点 难点，同时进一步加强投资者合法权益保护。一方面，设置科创板科创成长层，在科创成长层的定位、企业入 层和调出条件、强化信息披露和风险揭示、增加投资者适当性管理等方面明确具体要求。另一方面，围绕增强 优质科技型企业的制度包容性适应性，推出 6 项改革举措。 值 ...

Group 1 - Foxconn and NVIDIA Corporation announced a collaboration to deploy humanoid robots in Foxconn factories for the production of NVIDIA's AI servers, marking the first time NVIDIA products will be produced with robotic assistance [1] - The deployment of humanoid robots is expected to be completed in the coming months, with the robots set to begin operations in the first quarter of next year [1] Group 2 - UR Robotics launched UR Studio, an online simulation tool built on the advanced PolyScope X software platform, allowing users to interact with UR's robot products and components [4] - UR Studio is designed to ensure solutions adapt to real environments, facilitating smoother deployment and faster return on investment, while also identifying potential issues early to reduce downtime [4] Group 3 - Google DeepMind is releasing an offline version of its Gemini Robotics AI model, which is capable of performing various physical tasks without specialized training [7] - The model can adapt to new situations with only 50 to 100 demonstrations and has been trained on Google's ALOHA robot, with potential applications on different types of robots [7] Group 4 - Optimotive introduced the Iris MK2, a rugged autonomous robot designed for challenging terrains, capable of performing automated 3D scanning and remote inspections [10] - The Iris MK2 can support terrain measurement before construction and preventive maintenance checks during construction phases [10] Group 5 - Apptronik established Elevate Robotics, a wholly-owned subsidiary focused on automating industrial tasks beyond human capabilities [13] - Elevate Robotics will operate independently and concentrate on developing and commercializing multi-purpose automation solutions related to heavy industrial-scale operations [13]

Core Viewpoint - The article highlights the significant milestone achieved by Wuhan Huawike Intelligent Technology Co., Ltd. (HIT Huawike) with the mass production of electronic skin for humanoid robots, marking a new era in the development of sensitive robotic components [2][22]. Group 1: Electronic Skin Technology - The electronic skin developed by Huawike enables robots to have a sense of touch, allowing them to perform delicate tasks such as gently squeezing soft candy without damaging it [5][6]. - The technology integrates nearly 100 tactile points within a square centimeter, providing robots with the ability to detect weight changes as small as 1 gram, equivalent to the weight of a business card or a feather [8][9]. - The electronic skin technology has evolved from laboratory experiments to mass production, with a capacity of 2 million automotive-grade units, indicating a robust supply chain for humanoid robots [13][14][22]. Group 2: Production and Innovation - Huawike's production line operates at a speed of 30 meters per minute, achieving a precision of 0.01 millimeters, which is crucial for the accurate arrangement of tactile sensors [16][19]. - The company employs a "Roll-to-Roll" printing process, which significantly reduces manufacturing costs and time, facilitating the large-scale application of electronic skin [18][19]. - Huawike has developed a complete sensory system for humanoid robots, extending the electronic skin technology from hands to the entire body, enhancing robots' ability to perceive and interact with their environment [12][24]. Group 3: Industry Impact and Collaboration - The mass production of electronic skin is expected to eliminate a critical supply barrier for the humanoid robot industry, enabling more domestic robots to be equipped with advanced sensory capabilities [22][24]. - Huawike has established deep collaborations with local and national leading humanoid robot manufacturers, ensuring rapid technology iteration and standard-setting in tactile perception [24][26]. - The company has participated in over 8 industry standard-setting initiatives and holds more than 100 intellectual property rights, positioning itself as a leader in the flexible intelligent sensing field [21][22]. Group 4: Global Expansion - Huawike is actively expanding its presence overseas, showcasing its products at international exhibitions such as Automatica in Munich, indicating a strong competitive stance in the global market [28][27]. - The company aims to redefine global standards for precision gripping through its innovative electronic skin technology, contributing to the advancement of flexible sensing technology [28].

自然界中的水生生物因其生活环境和捕食方式的差异，演化出了多种多样的游动策略。在这些策略中， 头足 类动物，例如鱿鱼和鹦鹉螺，通过从其腔体中快速喷射水流来实现快速游动，从而具有游动速度快、能量效率 高等优势， 同时具备静音、结构简单、适应环境广等特点。 但人工模仿这种高效推进方式存在挑战：目前尚缺乏一种能像生物肌肉一样在水下同时实现高驱动应变、高驱 动力和高驱动速度的人工肌肉，因而无法有效驱动封闭性柔性腔室快速喷射水体，完成高效喷水推进。 ▍突破水下驱动瓶颈，研发新型仿生喷射机器人 近期的研究发现，将液晶弹性体 (LCE)纤维通过绳结结构编织成肌肉后，其在水下甚至深海环境中的驱动性 能可获得显著提升，并表现出优异的力学响应和环境适应性。然而，这种人工肌肉在水下的 驱动速率 仍显不 足，单靠其自身的牵拉作用难以实现对腔室的快速挤压，因此尚难满足高频、高流量喷射推进的严苛要求。 针对这一问题，来自北京大学的刘珂研究员团队进行了深入研究，并提出了一种实现水下仿生喷射的可缩放机 器人设计方案。 该机器人的推进力源于一种创新设计策略，集成了导电绳结人工肌肉、仿折纸软壳和机载控 制模块。基于液晶弹性体的导电绳结人工肌肉在水 ...

Core Viewpoint - Huawei is advancing its embodied intelligence strategy through the launch of the CloudRobo platform, focusing on software and hardware ecosystem development while partnering with various companies to enhance industrial applications and market reach [1][26][27]. Group 1: CloudRobo Platform and Technology - The CloudRobo platform is based on the Pangu large model, featuring multi-modal capabilities and a "cloud-network-end" collaborative architecture, which includes the "robotic three-piece set" [2]. - The "embodied brain" (planning model) can perform complex task planning with over 10 steps, ensuring smooth production processes in manufacturing environments [2]. - The "embodied small brain" (execution model) specializes in high-precision control, achieving over 90% success rates in complex tasks [2]. - The "digital universe workshop" generates 80% of training data through simulated environments, requiring only 20% real data for validation [2]. Group 2: Strategic Partnerships - Huawei Cloud emphasizes a "be integrated" strategy, focusing on providing cloud-based intelligence while leaving the physical robot development to partners, aiming to integrate intelligence into various industries [3]. - Efort Robotics showcased a voice-interactive sorting workstation, developed in collaboration with Huawei Cloud, enhancing task execution efficiency [5][6]. - Daotong Technology presented a smart inspection solution that integrates drones and ground robots, achieving nearly 90% accuracy in oilfield inspections [8]. - Yijiahe Group introduced a humanoid robot for healthcare, leveraging Huawei Cloud's AI capabilities for enhanced service delivery [10][11]. - XCMG highlighted its autonomous platform robot, which can operate in various intelligent modes for complex environments [13]. Group 3: Industry Applications and Innovations - TuoStar is developing humanoid robots for logistics, integrating Huawei's AI technology to improve operational efficiency [15]. - Leju Robotics launched the first 5G-A embodied intelligent robot, demonstrating capabilities in high-concurrency scenarios [17]. - Qianxun Intelligent showcased its humanoid robot Moz1, which utilizes a multi-modal model for real-time task execution [19]. - Youai Zhihui presented solutions for semiconductor manufacturing, achieving significant efficiency improvements in logistics and operations [22]. - Xinghai Map demonstrated a teleoperation platform that enhances data collection and training for embodied intelligence applications [24]. Conclusion - The launch of the CloudRobo platform marks a significant step in Huawei's embodied intelligence strategy, focusing on collaboration with partners to drive the robotics industry towards larger-scale implementation [26].

Core Viewpoint - The article discusses the increasing importance of emergency robots in disaster response and the need for advanced technology to enhance rescue operations in hazardous environments [4][5][10]. Group 1: Recent Disasters and Their Impact - A 6.8 magnitude earthquake in Tibet on January 7, 2025, affected 200,000 people, resulting in 126 deaths and direct economic losses of 8.945 billion yuan [1]. - An explosion at a biotechnology company in Taizhou on March 11, 2025, led to 8 deaths and 4 injuries due to illegal production practices [2]. - A water burst incident in a Gansu energy company resulted in the death of 3 miners, highlighting the challenges of rescue operations in deep mining environments [4]. Group 2: Technological Advancements in Emergency Response - The Ministry of Emergency Management and the Ministry of Industry and Information Technology issued guidelines to develop advanced emergency robots by 2025, focusing on enhancing their scientific, professional, and intelligent capabilities [4]. - The guidelines emphasize the need for robots to operate in extreme environments and to have capabilities such as explosion-proof structures and lightweight designs [5]. Group 3: Special Robot Applications - SevenTeng Robotics is a leader in the field of explosion-proof robots, with successful applications in high-risk environments such as oil and gas industries [7][19]. - The company’s robots are designed for rapid deployment in emergency situations, capable of performing tasks like fire extinguishing and hazardous material handling [8][13]. Group 4: Market Expansion and Future Strategies - SevenTeng Robotics plans to implement a 1+N strategy in 2025, focusing on expanding its market presence beyond traditional sectors like petrochemicals to include diverse applications in logistics, warehousing, and high-risk environments [19][24]. - The company aims to enhance the safety and efficiency of operations in non-explosion-proof areas, addressing the growing need for advanced safety measures in various industries [18][24].

Group 1 - NEURA Robotics is negotiating for up to $1.2 billion in funding and has secured €120 million in investments along with $1 billion in orders from notable clients like Kawasaki Heavy Industries and Omron [1] - NEURA Robotics positions itself as Germany's only humanoid robotics company, leading in the cognitive and humanoid robotics market [1] - The company will showcase its humanoid robots and new software applications at an event in Munich, potentially demonstrating unprecedented home integration scenarios [1] Group 2 - Hexagon AB launched its first humanoid robot, AEON, designed to address real-world customer challenges and alleviate labor shortages [5] - AEON integrates Hexagon's sensor suite with advanced motion control, AI-driven task management, and spatial intelligence, catering to a wide range of industrial applications [5] - The robot aims to enhance safety and promote autonomy in sectors such as automotive, aerospace, transportation, and manufacturing [5] Group 3 - The Ukrainian Ministry of Defense has approved the use of the DODGER unmanned ground robot system for various logistical tasks within the Ukrainian Armed Forces [7] - DODGER can carry a payload of up to 250 kilograms and is designed to assist in battlefield operations, including evacuating injured soldiers [7] - The robot features armor protection to withstand bullets and shrapnel, reflecting the operational experiences of the Ukrainian military [7] Group 4 - The iRonCub, a jet-powered robot, has successfully flown approximately 1.5 feet off the ground, marking the beginning of its flight career [10] - This prototype aims to navigate between ground and aerial maneuvers in extreme terrains and disaster-stricken environments [10] - iRonCub is developed from the iCub robot and features an AI control system, with plans for further flight testing at a designated area in Genoa Airport [10] Group 5 - H2L has developed a new device for transmitting full-body movements and strength, creating immersive shared experiences between humans, robots, and virtual avatars [12] - The "capsule interface" technology allows users to control humanoid robots remotely, showcasing precise body movements and force transmission [12] - This advanced system utilizes muscle displacement sensors to monitor subtle changes in muscle tension, differentiating it from traditional remote operation methods [12]

Core Viewpoint - The emergence of biomimetic robots, such as the mosquito-sized robot developed by the National University of Defense Technology, signifies a shift towards new combat methods, including swarm tactics, in response to escalating global tensions [1]. Group 1: International Reactions - The biomimetic mosquito robot has garnered attention from international audiences, particularly on social media platforms like X, where discussions about its potential applications and implications are ongoing [2]. - Some users humorously speculate about the robot's capabilities if equipped with GPS or GSM technology, while others express skepticism regarding the technical feasibility of such advancements [3]. - Positive comments highlight the robot's innovative nature, with comparisons made to science fiction scenarios, indicating a blend of excitement and caution in public perception [5]. Group 2: Technological Context - The concept of robotic bees, as depicted in the British series "Black Mirror," reflects societal concerns about technology's role in ecological and ethical dilemmas, suggesting a growing interest in the implications of such innovations [6][8]. - Harvard University's RoboBees project, which has evolved since its introduction in 2012, showcases advancements in micro-robotics, including capabilities for flight and swimming, emphasizing the rapid development in this field [12][14]. - Both the National University of Defense Technology's mosquito robot and Harvard's RoboBees face challenges related to miniaturized visual systems, indicating ongoing technical hurdles in the development of effective biomimetic robots [17]. Group 3: Future Outlook - Military experts predict that intelligent unmanned systems will increasingly dominate modern warfare, with capabilities for self-organization and adaptive operations becoming more prevalent [18]. - The anticipated proliferation of biomimetic robots like the mosquito model suggests a future where such technologies are routinely deployed in combat scenarios, blurring the lines between science fiction and reality [18].

Core Viewpoint - Feixi Technology has completed a Series C financing round, raising hundreds of millions of dollars, which will be used for production expansion, research and development, and ecosystem development [1][4]. Group 1: Company Overview - Founded in 2016, Feixi Technology is a leading global company in general intelligent robotics, established by core members of Stanford University's Robotics and AI Lab [1]. - The company has pioneered the "adaptive robot" category, focusing on human-like capabilities and a hierarchical intelligent system that enhances the adaptability and versatility of robots in complex environments [1][7]. Group 2: Technology and Innovation - Feixi has developed a full-stack technology system covering adaptive robot bodies, hierarchical intelligence, and operating system ecosystems, addressing automation needs across various industries [1][4]. - The company actively participates in industry standardization, having led the formulation of the national standard "Technical Requirements for Robot Adaptive Capabilities," filling a gap in both domestic and international standards [3]. Group 3: Business Development - Feixi has achieved significant growth, transitioning from single-point validation to multi-industry replication, and is now in a phase of accelerated growth [4]. - The company serves numerous top global clients across industries such as 3C electronics, automotive, food agriculture, biomedical, aerospace, and new energy, implementing intelligent manufacturing upgrades in over a hundred core process links [4]. Group 4: Market Position and Future Outlook - With the acceleration of AI integration into production, Feixi aims to build cross-industry and cross-form robot infrastructure, providing innovative solutions and industrial value to global partners [4][6]. - Investors express confidence in Feixi's potential, highlighting its ability to define the adaptive robotics sector and its strong foundation for future growth [6][7].

▍传动技术之争： 旋转执行器 vs 直线执行器 在人形机器人的传动技术领域，旋转执行器与直线执行器犹如两大阵营，持续角力。 旋转执行器是人形机器人领域应用最广泛的方案之一， 主要包括行星减速器和谐波减速器两大类型。行星减 速器凭借高刚性、高负载能力及出色的传动效率成为大扭矩关节部位的首选，而谐波减速器则以紧凑体积、轻 量化设计和高精度特性广泛应用于灵巧手等精密部件。虽然旋转执行器在工业机械臂和协作机器人中已形成成 熟产业链，但其固有局限性逐渐显现： 运动灵活性虽高，但承载能力有限，目前主流人形机器人手臂负载普 遍停留在 3-5公斤区间，难以胜任工业场景中的重型物料搬运需求。 直线执行器在人形机器人的线性关节应用中占据重要地位， 主要包括滚珠丝杠和行星滚柱丝杠两类。滚珠丝 杠凭借较低成本和较高精度成为当前线性传动的常见选择，而 行星滚柱丝杠则以高精度、大负载和长续航优 势成为高端人形机器人线性执行器的首选，特别适用于承受冲击和大负载的关节部位，如髋关节、膝关节和踝 关节。 在机器人技术狂飙突进的当下，人形机器人正加速从实验室走向工业应用的最前沿。传动方案作为人形机器人 技术体系的关键支柱，其选择直接框定了机器人 ...