近日，特斯拉动作频频，先是发布"宏图计划"第四篇章完整文件，将人工智能与人形机器人置于战略核心，然 后又是疑似Optimus新型号人形机器人曝光，金色涂装+人机对话+精巧拟人的灵巧手引发热议，随后又开通 了"TeslaAI"微博账号，马斯克又在最近的All-In上表示特斯拉目前正在设计的Optimus V3将解决手部灵活 性、拥有AI大脑，并且有望实现量产。 特斯拉的这一系列消息，无疑再度引发了市场对其人形机器人发展的关注。特斯拉在人形机器人领域的持续投 入——Optimus的迭代与量产，离不开其供应链体系。 本文盘点了部分有望在特斯拉供应链上发力的企业。 ▍ 三花智控 浙江三花智能控制股份有限公司成立于1994年公司秉持"专注领先、创新超越"的经营战略，以热泵技术和热 管理系统产品的研究与应用为核心，专注于冷热转换、温度智能控制的环境热管理解决方案开发，致力于建筑 暖通、电器设备和新能源汽车热管理领域的专业化经营。 三花智控自成立以来，始终专注于热管理技术的研发、推广和应用，业务主要分为制冷空调电器零部件业务和 汽车零部件两大板块。 制冷空调电器零部件业务方面，三花智控主要从事控制元器件、子系统和技术解决方 ...

Core Viewpoint - The article discusses the development of a new type of artificial lateral line (ALL) sensor for robotic fish, which enhances their ability to perceive flow velocity in complex underwater environments, thereby improving navigation and control capabilities [4][7][8]. Group 1: Challenges in Underwater Robotics - The complexity of underwater environments poses significant challenges to the perception capabilities of robotic fish, particularly in flow velocity sensing, which directly affects adaptability and task execution [3]. - Existing ALL sensors face interference from the robotic fish's own movements and surrounding turbulence, necessitating the development of a sensor that can effectively decouple flow velocity from noise [3][4]. Group 2: New Sensor Development - Researchers from Zhejiang University proposed a magnetic ALL sensor based on tactile sensing principles, which possesses flow velocity decoupling capabilities [4][6]. - The magnetic ALL sensor utilizes a three-layer composite structure, enabling it to distinguish between true flow velocity signals and noise from the fish's movements and surrounding turbulence [9][12]. Group 3: Experimental Validation - The ALL array system demonstrated an average absolute error (MAE) of 0.0153 m/s for flow velocity measurement during straight swimming and 0.0125 m/s during turning maneuvers, indicating high precision [6][18]. - The sensor array was integrated into a robotic fish prototype, which was tested in a controlled environment, achieving effective flow velocity and trajectory sensing [13][20]. Group 4: Performance Comparison - The ALL array system showed superior performance in both towed and free-swimming states, with MAE values of 0.0076 m/s and 0.0095 m/s for velocity measurements, respectively, indicating minimal impact from the fish's own motion [20][23]. - The integration of multiple sensors improved measurement accuracy and stability, reducing fluctuations in results [18][23].

Core Viewpoint - In August 2025, China's robotics industry financing activities showed a phase adjustment after a high in July, with a total of 39 financing events, a 22% decrease from July's 50 events, indicating a need for improved market transparency [1][2]. Financing Overview - The estimated financing amount in August ranged between 2.8 billion to 4.7 billion yuan, significantly down from July's 8.4 billion to 9.8 billion yuan, reflecting a tightening of capital outflow [1]. - There were 7 financing events exceeding 100 million yuan, with notable amounts such as 500 million yuan for Mech-Mind Robotics and 300 million yuan for Fourier Intelligent Technology, indicating continued focus on leading companies with clear technological barriers and commercialization capabilities [1][2]. Financing Round Distribution - Early-stage financing saw a significant increase, with seed/angel rounds reaching 19 events and A rounds totaling 15 events, together accounting for 87% of the total, up from 66.7% in July [2]. - Mid-to-late stage financing showed structural adjustments, with only 6 events in B rounds and beyond, indicating a high financing threshold and a market trend of "early-stage activity and mid-to-late stage differentiation" [2]. Sector Performance - The humanoid robots and embodied intelligence sector stood out with 14 financing events, estimated to raise 960 million to 1.54 billion yuan, making up about one-third of the total industry financing in August [4]. - Capital is actively investing in both "hardware-software synergy" and "AI large model empowerment," focusing on leading manufacturers like Fourier and Songyan Power, as well as companies like Ruoyu Technology that provide foundational AI large models [4]. Key Companies - **Fourier Intelligent Technology**: Completed a 300 million yuan E+ round investment, marking its entry into the unicorn club with a pre-investment valuation of 8 billion yuan. The funds will support the development of humanoid robot production lines [8][11]. - **Songyan Power**: Announced a multi-hundred million yuan A++ round financing, led by Jinpu Investment, focusing on breakthroughs in motion control and environmental interaction technologies [15][17]. - **Mech-Mind Robotics**: Secured 500 million yuan in D round financing to enhance its embodied intelligence technology and expand its product line and application scenarios [19][23]. - **SpeedBot Robotics**: Completed a 100 million yuan B+ round financing to further develop industrial embodied intelligence products and expand into maritime and lithium battery industries [24][26]. Conclusion - Overall, the financing market in August 2025 for China's robotics industry exhibited characteristics of "total decline, early-stage strengthening, and structural optimization." Capital is increasingly concentrating on projects with core barriers and clear commercialization prospects, indicating a rational layout and value exploration strategy in the long term [7].

Group 1 - Albania has appointed an AI robot named "Diela" as the Minister of Public Procurement, making it the first country to do so [1][3] - "Diela" is known to Albanian citizens and operates as a virtual assistant on a digital platform that provides access to government services [3] - The AI is responsible for assisting citizens and businesses in obtaining government documents and providing help through voice commands [3] Group 2 - Huazhong CNC, the first listed company in the domestic CNC system industry, reported a revenue of 554 million yuan, a decrease of 11.91% year-on-year [4][5] - The net loss attributable to shareholders narrowed to 81.45 million yuan, showing a 23.54% improvement compared to the previous year [5] - The CNC system and machine tool sector remains the main revenue driver, generating 363 million yuan with a high gross margin of 41.55%, while the industrial robot segment saw a revenue decline of 23.31% [5] Group 3 - Shanghai Roushen Robot Technology Co., Ltd. completed a multi-million yuan angel round financing to advance smart elderly care robots [6][8] - The company aims to develop robots that can assist elderly individuals in their homes, focusing on real care challenges [8] Group 4 - Mendaera announced the global first clinical application of its handheld surgical robot system, Focalist, for kidney stone removal at the Mayo Clinic [10] - The system integrates handheld robotics with real-time ultrasound imaging to assist surgeons in precise procedures [10] Group 5 - The Zhejiang Province Humanoid Robot Industry Technology Alliance was established to focus on technology development, standard setting, and talent cultivation [11][13] - The alliance includes nearly 40 enterprises, universities, and research institutions, aiming to promote deep integration of industry, academia, and research [13]

鸟类和蝙蝠等飞行脊椎动物在悬停、起飞和降落等低空速状态下，往往采用与昆虫或蜂鸟不同的飞行策略。它 们通过大幅变形翅膀、调整前后扫掠幅度，在上拍阶段折叠翅膀以减少阻力，并在下拍阶段充分伸展、向前扫 动以产生足够升力。这种被称为 "非对称悬停"的运动模式，尤其在雀形目鸟类和一些中小型蝙蝠中较为常 见，其划动平面明显前倾，与昆虫或蜂鸟近乎水平的对称扑动方式存在显著差异。 目前，大多数仿生扑翼飞行机器人的设计仍主要基于昆虫或蜂鸟的对称悬停模式，难以有效模仿鸟类在低速状 态下的机动特性。尽管已有一些无人机通过引入后掠翼或可折叠机翼来提升巡航或滑翔性能，但在低速飞行尤 其是自主起飞方面，仍面临运动学实现与驱动设计的双重挑战。现有鸟类仿生机器人往往需要借助跳跃或弹射 等辅助方式实现起飞，且多依赖单自由度翼拍机制，无法复现生物翅膀的多自由度协调运动。 ▍受鸟类低速飞行机制启发，提出RoboFalcon2.0 面对上述难题，来自 西北工业大学航空学院 的研究团队，受飞行脊椎动物在慢速飞行和非常规悬停状态下的 翅 膀 拍 动 模 式 启 发 ， 在 前 期 开 发 的 巡 航 飞 行 机 器 人 RoboFalcon 基 础 上 ...

在全球大国博弈、产业格局重塑的关键节点，具身智能正快速跃升为 "驱动未来经济增长"的核心引擎。 9月 10日，由广发证券、智友·雅瑞 科创平台联合研究的《2025中国具身智能产业星图》（完整报告版）正式发 布！ 本报告以 "国家逻辑与市场逻辑的融合"为主线，系统剖析了科技、应用、资本、政策四大维度对产业链的深 刻影响，旨在帮助科技创变者们更快洞悉具身智能的产业真相，把握下一轮产业变革的主动权。 报告指出， 中国制造业的全球压倒性优势为具身智能奠定产业土壤 。 2023年，中国制造业增加值达 到 32.38万亿元，已超过美、德、意、英制造业增加值之和，并是日本制造业GDP总量的5倍以上。在传统制造 过剩和低附加值的背景下，"高端制造"成为转型必然， 而 具身智能 正是 这一战略升级的底层支撑。 同时，报告还揭示了 "智能定界"、"应用驱动"、"投资结构分化"等关键变量，勾勒出中国在全球具身智能产 业中的独特路径。面对技术范式与产业链重构的双重挑战，我们如何与当下的"混沌"格局共处，并把握未来 机遇？ 可免费获取《2025中国具身智能产业星图》 关注 "机器人大讲堂"或 "智友雅瑞科创平台" 后台回复"星图"或" ...

在机器人研发领域，我们往往习惯于仰望那些明星公司 ， 比如波士顿动力，它们的后空翻机器狗、跑酷的 Atlas，总是能轻易成为话题焦点。然而，在聚光灯之外，另一股力量正悄然生长：它们不属于某一家巨头公 司，而是来自全球开发者与研究者的共同智慧 ， 即 开源机器人的世界。 在人形机器人研究领域，开源双足平台正成为推动技术民主化的重要力量。然而，当前大多数开源双足机器人 依赖 3D打印技术，虽具有成本低、制造便捷和造型灵活的优点，却难以突破材料本身的强度限制，无法胜任 高动态、高负载的运动任务。另一方面，少数基于金属结构的开源机器人，则因依赖传统加工方式，存在零件 数量过多、装配复杂、采购困难等现实瓶颈。 在 东京大学 JSK机器人实验室 有这样一支团队，他们 希望通过开放源代码的方式，让更多人能够参与到 人 形 机器人技术的研发中来，共同推动这一领域的发展。 经不懈努力，该团队前不久正式 对外推出了开源双 足机器人 MEVITA，在 arXiv上 以 "Multi-modal Embodied Vision Intelligence for Task Automation" 为 题公开了该机器人研究的相关过程 ， ...

Group 1 - Chengdu's humanoid robot innovation center has developed the first domestic robot task execution system (R-WMES) based on a world model, marking a significant milestone in intelligent humanoid robot capabilities [2] - The world model framework mimics human brain thinking by learning physical and causal laws from the real world, enabling robots to autonomously plan and execute tasks based on target images [2] - The R-WMES system demonstrates strong adaptability and task completion in unfamiliar environments, addressing the intelligence gap in humanoid robots and accelerating their practical and commercial application [2] Group 2 - The Ministry of Industry and Information Technology (MIIT) stated that China has established a complete manufacturing capability for humanoid robots, covering key chips, components, and complete machines [5] - Since the 14th Five-Year Plan, 46 cities have been supported in new technology transformation pilot projects, resulting in over 230 excellent smart factories and 1,260 5G factories [5] - China's industrial robot installation accounted for over 50% of the global total, with significant improvements in energy consumption efficiency for products like steel and cement [5] Group 3 - Xingyuan Intelligent, a company focused on embodied intelligence, has completed a 200 million RMB angel round of financing to accelerate the development and commercialization of its embodied brain technology [6] - The company was incubated by the Beijing Academy of Artificial Intelligence and aims to create a universal embodied brain for the physical world, leveraging a team of top talents in the field [6] - The founding team includes experienced professionals from leading companies, establishing a closed-loop ecosystem of "technical barriers + commercial realization" [6] Group 4 - The Swiss Federal Institute of Technology Zurich has proposed an innovative control framework for legged robots that combines reinforcement learning and multi-head attention mechanisms, enabling precise control and 100% success in obstacle navigation [11] - This method enhances the robot's adaptability to complex terrains by dynamically adjusting its focus based on real-time motion states and environmental data [11] - Both GR-1 and ANYmal-D robots have shown excellent performance in experimental and real-world environments, opening up new possibilities for practical applications [11] Group 5 - Lifeward's seventh-generation personal exoskeleton, ReWalk 7, has received CE certification for the European market, marking a significant milestone in medical device innovation for spinal cord injury rehabilitation [12] - ReWalk 7 features cloud connectivity, allowing users to control the device and track usage data through a smartwatch and mobile app, enabling personalized rehabilitation goals [12] - The new system supports seamless transitions between indoor and outdoor environments and includes one-click activation for stairs and sidewalks, enhancing user independence [12]

Core Viewpoint - The research focuses on developing an advanced Central Pattern Generator (CPG) for quadruped robots, enhancing their locomotion capabilities and enabling more complex and adaptive movements compared to existing models [3][21]. Group 1: CPG Development - The existing four-neuron CPG architectures are limited in functionality, typically generating no more than three types of gaits, while natural quadrupeds can exhibit over six [2][3]. - A new eight-neuron CPG network was developed based on symmetry principles, allowing for better coordination of multi-joint movements in quadruped robots [3][4]. Group 2: Gait Generation and Control - The research team demonstrated that a symmetric four-neuron network could theoretically produce five different gaits, including walking, trotting, and jumping [4][7]. - The eight-neuron CPG network was designed to independently control the hip and knee joints of each leg, significantly improving the robot's movement coordination [5][9]. Group 3: Gait Transition Strategies - The team identified four effective strategies for smooth gait transitions: Direct Switch, Power Pair, Wait & Switch, and Wait & Power Pair, ensuring high success rates during transitions [11][12]. - The new CPG network achieved nearly 100% success in transitioning between walking, trotting, and pacing, even outperforming existing solutions in more complex transitions [15][17]. Group 4: Sensor Integration and Adaptability - Two sensor integration frameworks were developed: one for visual path tracking and another for proprioceptive feedback, enhancing the robot's adaptability to different terrains [18][21]. - The integration of these sensors allows the robot to autonomously switch gaits based on environmental conditions, demonstrating a significant improvement in adaptability and stability [21].

Core Viewpoint - The strategic partnership between Shenzhen Huizhi IoT Technology Service Co., Ltd. and Zhi Ping Fang (Shenzhen) Technology Co., Ltd. aims to deploy over 1,000 embodied intelligent robots in the semiconductor display industry over the next three years, marking a significant milestone in large-scale application within this sector [1][8]. Group 1: Partnership Details - The collaboration will focus on deploying the AlphaBot series robots for various tasks including PCB operations and OLED vacuum lamination, enhancing efficiency in the semiconductor display manufacturing process [5][7]. - The estimated contract value for this partnership is around 500 million yuan, based on a median price of 500,000 yuan per robot, which would set a new industry record for robot orders [5][12]. Group 2: Technology and Innovation - The AlphaBot series, particularly the latest AlphaBot 2, utilizes an end-to-end VLA large model that enables the robots to perceive, understand, decide, and execute tasks effectively, adapting quickly to new tasks in complex environments [5][11]. - The partnership will also involve the development of AI edge models tailored for display panel manufacturing, optimizing real-time decision-making and energy management [7][12]. Group 3: Industry Impact - This collaboration is seen as a pivotal step towards the mass production of embodied intelligent robots, transitioning from research and small-scale trials to large-scale deployment across various industries [8][10]. - The partnership is expected to provide a new pathway for the intelligent transformation of the semiconductor display industry and serve as a practical case for the development of embodied intelligence in China [14].