我国正处于具身智能发展的热潮之中，关于具身智能机器人的讨论热度持续高涨。 7月26日至28日，以"智 能时代 同球共济"为主题的世界人工智能大会暨人工智能全球治理高级别会议在上海举行， 线下参观人数突 破30.5万人次，全网流量超23.6亿，100余款具身智能产品亮相，展现了全球对于具身智能发展的广泛关 注。 李强书记在 7月26日出席活动时 指出， 当前，全球智能化浪潮风起云涌，人工智能领域创新呈群体性突破 之势，语言大模型、多模态大模型和具身智能等领域日新月异，推动人工智能向更高效、强智能的方向快速发 展。人工智能与实体经济深度融合的特征更加明显，已经开始赋能千行百业、走进千家万户，成为经济增长的 新引擎，渗透到社会生活各方面。 那么， 随着人形机器人与具身智能 技术迭代与应用落地的双重突破， 到底何时、何地、以何种方式落场 景，助力人类生产生活？ 2025 年下半年，一场在具身智能领域备受瞩目的大赛——第二届中关村具身智能机器人应用大赛，即将拉开 帷幕，让行业更进一步，真刀真枪展示机器人技术实际落地的可能性， 为投资机构提供真实考核样本，为下 游客户提供采购选型参考。 作为本次大赛的主办地，海淀区依托丰 ...

9月5日，由智友·雅瑞 科创平台主办的 2025科技创变者大会 将以"具身智能 产业智变新引擎"为主题，在北 京盛大启幕。 本次大会聚焦硬科技产业化落地，以 "产业对接+资源赋能"为核心，打造"三库四链"特色服务体系（产业库 精准匹配需求、项目库筛选优质技术、人才库汇聚创新力量，四链协同打通产业化全路径）。我们将充分发挥 科学家智库及产业端资源优势，提供"需求牵引-技术对接-资本助力-场景落地"的全链条服务模式，重点解 决技术到产品的"最后一公里"难题，为具身智能等前沿科技提供真实场景验证和规模化落地通道。 过去一年，具身智能领域展现出清晰的跃迁轨迹： • 技术临界点 显现 ： AI大脑（多模态大模型）与物理身体（运动控制/物理引擎）的深度耦合，赋予机器人 率先在局部场域中"感知-决策-行动"的类人闭环能力。 • 场景革命加速： 多元形态的具身智能机器人从实验室迈向汽车制造、医疗康复、 家庭娱乐 等万亿级真实 产业场景，应用价值日益凸显。 • 供应链重构： 具身智能有望形成一个 "类似汽车供应链"的统一市场，其规模足以支撑产业发展，有望推动 供应链格局重塑。 在这场全球技术竞赛中，中国正迎来从 "跟跑" 到" ...

近日，猎豹移动对外官宣其旗下控股子公司签署协议，拟以约9946万元人民币收购轻量型机械臂领先供应 商UFACTORY（深圳众为创造科技有限公司）60.8%股份。据悉，UFACTORY是一家专注轻量型协作机 器人研发制造的企业，产品覆盖多自由度，畅销全球80多个国家和地区。猎豹移动另一全资子公司此前已 持有其19.2%股份，交易完成后，旗下两家子公司将合计持股80%，猎豹移动最终经济权益增至75.8%， 实现控股。 1、 腾讯发布具身智能平台Tairos 近日，腾讯Robotics X实验室与福田实验室在WAIC大会上联合推出具身智能开放平台Tairos。据悉，该平 台是国内首个模块化提供大模型、开发工具及数据服务的软件平台，支持即插即用接入机器人系统。腾讯 表示，Tairos旨在为机器人厂商提供通用技术底座，而非直接涉足硬件制造。此举标志着腾讯在机器人领 域明确转向平台化战略，与近期多家企业投资人形硬件的路径形成差异化。 2、 猎豹移动控股UFACTORY 5、 智元机器人获中国移动订单 3、 乐聚机器人完成新一轮融资 乐聚（深圳）机器人技术有限公司于近日完成工商变更，新增股东包括茅台金石基金、中信证券、金石 ...

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai highlighted the significant advancements in AI technology, particularly in the commercialization of robotics, with a focus on practical applications across various industries [1][19]. Group 1: Industry Trends - The WAIC showcased over 800 participating companies and more than 40 large models, indicating a shift from content creation and customer service to applications in industrial manufacturing, healthcare, and financial risk control [1]. - The keyword "technology landing" emerged as a central theme, emphasizing the importance of practical applications of AI technology in real-world scenarios [1]. Group 2: Company Developments - Cloud Deep Technology has successfully implemented its products in over 600 industry applications across 44 countries and 34 provinces in China, covering sectors such as construction surveying, industrial operations, emergency firefighting, and security patrols [3]. - The company has developed a new generation "Intelligent Patrol System" that can autonomously manage multiple quadruped robots, enhancing inspection efficiency and quality in complex environments [9]. Group 3: Customer Demand - There has been a shift in customer focus from the technical capabilities of robots to their ability to replace manual labor and reduce operational costs [5]. - For instance, a transformer station in Zhejiang has fully adopted Cloud Deep's quadruped robots for routine inspections, achieving over 1,000 hours of average fault-free operation [7]. Group 4: Product Innovations - The "Zhi Ying Lite3" robot, which allows for immersive interaction through AR glasses, was a highlight at the WAIC, showcasing the integration of embodied intelligence and large models [10]. - The "Mountain Cat M20" robot has demonstrated exceptional mobility and is being explored for applications in power inspection, emergency firefighting, and logistics [12][14]. Group 5: Financial Growth and Future Outlook - Cloud Deep Technology recently completed a financing round of nearly 500 million RMB, which will be used to expand production lines for quadruped robots and advance humanoid robot technology [18]. - The company is entering a new phase of large-scale production, with a clear focus on practical technology applications, as the market increasingly favors companies that demonstrate effective technology implementation [15][18].

Core Viewpoint - The article highlights the significant advancements and showcases of humanoid and quadruped robots by Unitree Technology at the 2025 World Artificial Intelligence Conference (WAIC), emphasizing their potential in various applications and the growing interest in robotics technology. Group 1: Humanoid Robot Showcase - Unitree Technology's humanoid robot G1 attracted over ten thousand spectators at WAIC 2025, showcasing its impressive combat skills and advanced motion control capabilities [1][2][4] - G1 features 29 flexible joints, enabling it to perform complex fighting techniques such as jabs, hooks, and side kicks with remarkable fluidity and speed [2][4] - The event successfully demonstrated the technological prowess of humanoid robots, sparking public interest in the future applications of intelligent robotics [4] Group 2: Industrial Robot Unitree B2 - The industrial robot Unitree B2, launched in November 2023, is designed for applications in firefighting and exploration, showcasing its versatility and performance [5] - Unitree B2 weighs approximately 60 kg and is equipped with a 45Ah battery, providing a runtime of 4 to 6 hours [6] - It can navigate complex terrains, including climbing stairs and traversing obstacles, and operates effectively in extreme temperatures ranging from -20°C to 55°C [8] Group 3: Consumer Robot Unitree Go2 - Unitree Go2, aimed at the consumer market, has gained popularity since its release in 2023, with a base model priced at 9,997 yuan [9] - The robot is equipped with 12 high-performance servos, enabling it to perform various agile movements and interact intelligently through integrated GPT models [11][12] - Go2 also features a derivative model, Go2-W, which combines four-legged walking with wheeled movement for enhanced versatility [12] Group 4: Upcoming Humanoid Robot Unitree R1 - Unitree R1, the third humanoid robot from Unitree, was announced with a price of 39,900 yuan, generating significant buzz prior to WAIC [13][14] - R1 is designed with 26 joints and can perform advanced movements such as somersaults and running, showcasing its potential for various applications [13] - The robot supports multi-modal interaction and is customizable for developers, enhancing its applicability in education, research, and service sectors [14] Group 5: Industry Growth and Future Outlook - The global robotics industry is projected to experience a compound annual growth rate (CAGR) of 16.5% from 2025 to 2030, with China's market expected to grow between 15% and 20% [15] - Unitree Technology has established a comprehensive product matrix, catering to both industrial and consumer markets, indicating a strategic approach to capitalize on the growing demand for robotics [15] - The launch of Unitree R1 signifies a step towards the commercialization of humanoid robots, suggesting that the consumer era for humanoid robots is approaching [15]

Group 1: Global Events and Innovations - The first World Humanoid Robot Games will be held in August 2025 at the National Speed Skating Stadium in Beijing, focusing on humanoid robots and promoting practical technology applications [1] - The 2025 World Artificial Intelligence Conference (WAIC) showcased over 60 robotic applications, including a clothing sorting robot and a delivery robot with a daily capacity of 200 kg [2][4] Group 2: Medical Robotics Advancements - A team from Zhejiang University successfully performed a remote surgery on an 80-year-old liver cancer patient using a domestic robotic surgical system, demonstrating significant advancements in remote medical collaboration [6] Group 3: Construction Robotics Developments - Dusty Robotics announced its FieldPrinter 2 construction robot, which integrates high-precision laser tracking to improve layout accuracy to ±1.6 mm, reducing traditional errors by over 70% [9] - The technology has achieved a 98% match rate for the first installation of mechanical and structural components, leading to a 30% reduction in overall project timelines [9] Group 4: Investment Trends in Humanoid Robotics - There has been a surge in investments in humanoid robotics, with major companies like Meituan and JD.com actively investing in leading firms in the sector [10] - The investment trend is driven by policy support, technological breakthroughs, and the expansion of application scenarios, indicating a faster-than-expected mass production of humanoid robots [10]

Core Insights - The article emphasizes the trend of miniaturization and lightweight design in humanoid robots, driven by the need for improved performance in various applications such as industrial, home service, and medical fields [1][3][21] - The shift from traditional heavy robots to lighter and smaller models is seen as essential for enhancing efficiency and expanding application boundaries [2][3][21] Group 1: Miniaturization and Lightweight Design - Miniaturization and lightweight design are becoming focal points in the robotics industry, with companies like Yushun and Lingxin demonstrating smaller and more agile robotic products [1][3] - The current humanoid robots typically weigh around 70 kg, and there is a pressing need for better safety measures due to their weight [2][3] - Lightweight and miniaturized robots can improve energy efficiency and operational flexibility, addressing core pain points in robotics [3][21] Group 2: Structural Optimization - Structural components are evolving from being secondary to becoming core competitive elements in the robotics industry, with innovations in design and materials driving this change [4][5] - The optimization of structural components is crucial for enhancing the motion performance and application range of humanoid robots [4][5] - The introduction of topology optimization techniques allows for significant weight reduction while maintaining strength, as seen in products like Tian Gong Ultra [8][10] Group 3: Integration and Functionality - The trend towards integrated design is reshaping the market, with structural components increasingly serving as multifunctional carriers rather than mere supports [11][12] - Innovations such as the integrated joint design by Tianlian Robotics demonstrate significant weight and volume reductions while enhancing torque density [12][16] - The integration of sensors into structural components improves the environmental perception capabilities of robots, as exemplified by the Walker II robot [12][16] Group 4: Material Innovations - The shift from steel to a diverse range of materials is a key driver for lightweight structural components, with aluminum and magnesium alloys gaining prominence [17][19] - Magnesium alloys are becoming popular for mid-to-high-end robots due to their excellent shock absorption and electromagnetic shielding properties [17][19] - Engineering plastics like PEEK are also emerging as alternatives, with a projected market growth rate of 8% annually, particularly in the robotics sector [19][21] Group 5: Challenges and Opportunities - The robotics structural component market faces challenges such as balancing material performance and manufacturing scalability [21][22] - The lack of collaboration across the supply chain hinders technological advancements, as companies often operate in silos [24] - Despite these challenges, the long-term growth potential remains strong, with projections indicating a market size of 5 billion yuan by 2025 for humanoid robot structural components [21][24]

Core Viewpoint - Humanoid robots are essential carriers of embodied intelligence, relying on the synergy between perception and cognition layers to dynamically recognize environments, learn autonomously, and respond interactively [1] Visual Perception - Visual perception is the primary means for humanoid robots to acquire environmental information, evolving from 2D to 3D, with a complementary relationship between vision and LiDAR [2] - In 2023, the 2D vision market size was approximately 16.15 billion yuan, accounting for 87.24%, while the 3D vision market was about 2.36 billion yuan, making up 12.76% [2] - The leading companies in the 3D vision sensor market include Aobo Zhongguang, which holds over 70% market share in public service robots, and RealSense, which maintains a stable market share in industrial robots [4] LiDAR Technology - LiDAR technology measures distances by emitting laser beams, maintaining stable perception in complex lighting and obstructed environments, effectively compensating for the shortcomings of visual solutions [6] - In the first ten months of 2024, SUTENG, Huawei, and Hesai Technology accounted for 95% of the global LiDAR market [6] Tactile Sensors - Tactile perception is crucial for humanoid robots to perform precise operations, with MEMS sensors and electronic skin being the two main technological paths [7] - The global flexible tactile sensor market was valued at 1.53 billion USD in 2022, with MEMS solutions dominating due to cost advantages [7] - The electronic skin market in China is projected to reach 9.05 billion yuan by 2030, with a compound annual growth rate of 64.3% [9] MEMS Sensors - The global MEMS sensor market size was 9.9 billion USD in 2023, with inertial sensors accounting for 35% [15] - Domestic manufacturers have achieved technological breakthroughs, with MEMS gyroscopes matching international products in key performance indicators [15][19] - Domestic MEMS sensor products are priced at approximately 70-80% of their overseas counterparts, accelerating the replacement process [17] Conclusion and Future Outlook - The evolution of humanoid robot perception technology focuses on improving perception accuracy and practical feasibility, with advancements in 3D vision, LiDAR, MEMS, and electronic skin technologies [20] - The integration of AI algorithms for multi-source sensor data fusion and the durability of electronic skin remain critical challenges for the next 3-5 years [20]

"大家好，我是来自数字华夏的机器人夏澜，很高兴来到WAIC 2025，我将为大家带来特别歌舞表演《夜上 海》。"具有逼真仿生脸部表情的夏澜眨着眼，俏皮一笑，对围着她的乌泱泱观众说。与Coser一同表演了极 具上海风情的歌舞后，夏澜与观众们摆出不同的pose合照。 7月26日，2025世界人工智能大会暨人工智能全球治理高级别会议（WAIC 2025）在上海开幕。数字华夏携 仿生人形机器人夏澜、IP系列机器人星行侠亮相大会。展会现场，夏澜、星行侠成为流量担当，吸引无数观众 驻足互动、了解。 值得一提的是，在 WAIC快闪节目环节，夏澜作为活动方主推的舞台C位"演员"，还带来了极具上海特色的歌 舞表演《夜上海》，并与真人coser同台互动，成为展会最靓丽、吸睛的风景线。 据了解，夏澜主打 "高颜值、高智商、高情商"人设，以精密仿生技术为核心，可模仿人类绝大部分表情，使 得每一次交互更有温度。该机器人在面部仿生技术方面实现重要突破，搭载29个主动自由度以及若干被动自 由度的精密控制系统，实现面部和颈部的精准表情表达。公司自研情商模型，使机器人在颜值、智商兼备的同 时，也拥有相当的情商。 7月份最新的研究成果，数字华夏 ...

前不久，跨维正式发布第二代人形机器人 DexForce W1 Pro，并展示做咖啡的视频，在本届WAIC上，我们 看到了真机的现场演示，该机器人展现出的高精度作业能力，远比视频中更令人惊叹。 亚毫米级操作精度，是本次 DexForce W1 表现优越的重要因素。由于机器人双臂重复定位精度提升至 ≤0.5mm，搭配可选配的6自由度灵巧手，使得其能灵活完成 "抓取细小咖啡胶囊""对准咖啡机入口放置""按 压按钮" 等精细动作。 自主做咖啡对人形机器人来说并非易事，这是一个人形机器人完成 "长任务"的典型演示。因为这类任务往往 持续时间相对较长、流程复杂，需要机器人长时间稳定运行。但 长任务的完成能力又是人形机器人进入更广 泛落地场景的核心体现 ， 比如家庭保洁、工厂长时间巡检、照顾老人等都属于长任务。 "做好一杯咖啡" 背后， 需要 人形 机器人完成一系列连贯动作：识别咖啡胶囊位置 →抓取胶囊→精准放入 咖啡机→操作咖啡机按钮/旋钮→等待冲泡→取出咖啡杯， 这个任务链条中， 要求机器人具备 环境感知精 度、动作控制精度、任务逻辑连贯性 三大核心能力 。 同时，人形机器人自主执行长任务的本质难点，其实还有 "动态环 ...