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下一个万亿市场?人形机器人的“脸”和“脑子”,谁来做?
机器人大讲堂· 2026-02-09 04:04
" 2026,脸正成为必需品? "你好,我在。" 这句被无数智能音箱重复了亿万次的回应,曾是人机交互的里程碑,如今却成了一个亟待被打破的僵化符 号。 它代表了一种旧范式:明确的指令输入,换取被动、工具式的反馈输出。 2025年,人形机器人产业正经历着奇特的"身体与头部"发展的割裂。 一方面,本体运动控制突飞猛进,双足行走、上下楼梯、甚至跑酷的演示视频不断刷新着技术上限;另一方 面,当这些精巧的"身体"试图与人进行日常交流时,交互体验却往往停滞在智能音箱时代:一个冰冷的语音 合成器,被放置在了一副会动的躯壳之上。 "我们正处于'强本体,弱交互'的尴尬阶段。"一位资深机器人产业投资人指出,"机器人的腿脚越来越灵活, 但它的脸和表达却仍是机器人。这种割裂感,是阻碍其真正融入人类生活场景的核心障碍之一。" 这种割裂背后,是机器人技术栈长期以来的重心失衡。行业将超过80%的研发资源投入在运动、抓取等"生 存技能"上,而用于构建社会性、情感化连接的"交互智能",却长期被视为锦上添花的附属功能。 2026年初春,上海,一家初创科技公司里,一场安静却意义深远的"变革"正在发生。 一台名为"灵智5号"的仿生头静静地置于工作台中 ...
LaST₀:让机器人拥有物理直觉,抛开语言拐杖像人一样思考动作
机器人大讲堂· 2026-02-09 04:04
语言在描述物理世界时,如同一个信息漏斗。 鸡蛋的粘滑、铲子切入的角度、面包被压下的弹性等等这些精细的、不可言传的物理属性,被强行压缩成贫瘠的文 字,关键信息丢失严重。 这就像让一个只用文字记录菜谱的人去当大厨,永远炒不出那个锅气。 从语言描述到物理模拟 01. 能不能让机器人抛开语言拐杖,像人一样,在一种更接近物理本质的意识流里进行推演? 近日, 至 简 动 力 、 北 京 大 学 、 香 港 中 文 大 学 、 北 京 人 形 机 器 人 创 新 中 心 在 论 文 《 LaST₀ : Latent Spatio-Temporal Chain-of-Thought for Robotic Vision- Language-Action Model》中给出了答案。 " 推理速度飙升,性能超越 Pi0.5。 机器人不再需要把每个步骤想清楚再说,而是直接在脑海里运行一个多维度的物理模拟器,一边推演未来,一边流畅执行。 想象一下,你让机器人做个煎蛋三明治:先靠近平底锅,用铲子轻轻铲起鸡蛋,再稳稳放到面包上。传统的机器人搭载视觉-语言-动作(VLA)模型,在执行前, 真的会像默念剧本一样,在心里用语言把这些步骤过一遍 ...
招聘!「机器人大讲堂」高能团队扩列!启程硬核时代,与机器人产业共成长!
机器人大讲堂· 2026-02-09 04:04
与蓬勃发展的机器人产业共同思考、追问与记录,是硬科技时代赋予专业内容人的独特机遇与使命。 机器人行业迎来历史性爆发的今天,海内外巨头纷纷布局,创业公司如雨后春笋。但对于真正想深入机器人产业核心、而非仅仅围观的人来说,机会究竟在哪里? ▍ 行业红利:机器人时代的内容新机遇 当全球科技巨头竞相投入机器人领域,中国机器人产业已进入前所未有的黄金发展期。市场规模已突破千亿大关,年增长率持续超过 20%。然而,这个行业的信息 鸿沟正在扩大。 技术突破日新月异,产业动态瞬息万变,市场格局不断重塑。绝大多数从业者、投资者和爱好者,却缺乏一个能够深入解读、精准分析、全景呈现机器人产业的专 业平台。 ▍ 岗位需求:五大板块全面招募 我们不拘一格寻找人才,无论你之前是经验丰富的行业记者、科研工作者、市场调研者 ……只要你有对机器人的热爱、对内容的敏感和对专业的追求,都欢迎加入 我们。 目前,我们有多个方向的不同岗位招聘需求, 具体岗位要求如下: 一、 媒体板块 工作地点:北京、杭州、上海 (一)副主编: 拥有选题能力及经验,要求在科技媒体或者机器人 /人工智能垂类媒体有相关工作经验; (二)主笔: 可以产出深度行业观点原创稿件; ...
解码创新范式,链接生态未来!第三届中国具身智能与人形机器人产业大会助力产业迈向新纪元
机器人大讲堂· 2026-02-09 00:00
Core Insights - The third China Embodied Intelligence and Humanoid Robot Industry Conference is scheduled for April 28-29, 2026, in Beijing, focusing on the critical transition of the embodied intelligence industry towards large-scale production [3][26]. - The conference aims to gather global experts, industry leaders, and key players in the supply chain to address the challenges of scaling the industry and to promote collaboration [3][26]. Group 1: Conference Overview - The conference will feature a theme of "Competing for the Trillion-Yuan Track of Embodied Humanoids: Reshaping the New Era of Industry" [3]. - It will include various formats such as forums, exhibitions, award ceremonies, report releases, supply-demand matchmaking, and talent matchmaking to foster industry collaboration and resource sharing [3][26]. Group 2: Main Forum - The main forum will bring together over 30 leading scholars and industry leaders to discuss the future direction, technological evolution, industry chain reconstruction, and practical applications of the humanoid robot industry [7]. - This platform aims to provide strategic insights and a systematic framework for companies to plan their development paths over the next three to five years [7]. Group 3: Exhibition - The conference will host over 30 specialized exhibition booths covering the entire industry chain, including robot systems, core components, perception systems, and development platforms [9]. - The exhibition will serve as a hub for resource flow and potential technological collaborations through both dynamic and static displays [9]. Group 4: Industry Awards - The LeadeRobot industry awards will recognize outstanding contributions in technology innovation, commercial implementation, and ecosystem building across four major categories with 16 significant awards [11][15][16]. - The awards aim to establish clear value directions and encourage participants to accelerate technological iterations and commercialization processes [11]. Group 5: Industry Report - A comprehensive industry research report titled "Embodied Intelligence and Humanoid Robot Industry Research Report (2026)" will be released during the conference, tracking policy developments, technological trends, market changes, and investment hotspots [22][23]. - The report will focus on future technological breakthroughs, market growth points, potential risks, and ecological opportunities [23]. Group 6: Supply-Demand Matchmaking - A dedicated supply-demand matchmaking session will address the industry's pain points by connecting end-users and integrators with real, urgent needs [25]. - This session aims to facilitate direct and efficient dialogues, significantly shortening market validation and sales cycles [25]. Group 7: Talent Matchmaking - The conference will feature a talent matchmaking session to address the talent shortage in the humanoid robot industry by connecting top graduates and experienced researchers with leading companies [25]. - This initiative aims to create a high-quality talent pool to support the industry's long-term development [25]. Group 8: Audience Registration - The conference expects over 2000 attendees from various sectors, including government, industry, academia, research, investment, and media [26]. - The audience registration channel will open at the end of March 2026, and interested participants are encouraged to follow updates for registration information [26].
超目标102倍!中国桌面机床刷爆海外众筹,下一个拓竹要来了?
机器人大讲堂· 2026-02-08 04:06
Core Viewpoint - The article highlights the remarkable success of the "Makera Z1," a desktop CNC machine from Beijing's Makera, which raised nearly $10.25 million on Kickstarter, breaking crowdfunding records in the CNC category. This product is designed to make precision manufacturing accessible to everyday users, transforming a traditionally industrial tool into a compact, user-friendly device suitable for home use [2][4][11]. Group 1: Product Overview - The Makera Z1 weighs 17 kg and can cut and engrave various materials, achieving a precision of 0.02 mm. It features user-friendly automation, including automatic leveling and one-click calibration, making it accessible for beginners [2][4][11]. - The crowdfunding price for the Makera Z1 is under $1,000, with a retail price expected to be $1,199, positioning it competitively in the market [4][13]. Group 2: Market Context - The CNC market has traditionally been dominated by expensive industrial machines, but there is a growing demand for desktop CNC machines due to shifts in manufacturing needs towards small-batch, customized production [6][9]. - The desktop CNC search interest surged significantly, indicating a rising trend in personal manufacturing capabilities among users [9]. Group 3: Company Background - Makera was founded in 2019 by Zhang Qiuxi, who has extensive experience in software and hardware development. The company has previously launched successful products on Kickstarter, establishing a strong reputation in the CNC space [10][11]. - The company has already integrated its products into the equipment libraries of major corporations and universities, including Apple, Microsoft, and MIT, which adds credibility to its offerings [10][11]. Group 4: Competitive Landscape - Other players in the desktop CNC market include NestWorks C500 and XMachine, indicating a diverse competitive landscape with varying product focuses from entry-level to high-end solutions [17][18]. - The article suggests that the CNC market is still evolving, with no clear dominant player yet, and emphasizes the importance of software and community ecosystems in determining future success [24]. Group 5: Future Outlook - The CNC market is projected to grow significantly, with estimates suggesting it could expand from $2 billion to $5 billion by 2026, driven by increasing consumer interest and demand for personalized manufacturing solutions [19][24]. - The article concludes that the current landscape is just the beginning for the desktop CNC market, with potential for new entrants and innovations to emerge in the coming years [24].
凭什么拿9榜第一?拆解优必选开源具身智能大模型Thinker的实干逻辑
机器人大讲堂· 2026-02-08 04:06
" 小参数、高性能、全开源 。 9项全球第一,全栈开源。 2026开春,人形机器人第一股优必选正式开源其具身智能大模型Thinker的架构升级版。在英伟达、字节跳 动、北京智源等全球顶尖梯队的混战中,Thinker以不到10B的小身板,横扫了空间理解、任务规划等9项核 心权威基准。 | | | Thinker-4B | RoboBrain2.0-7B | RoboBrain2.5-BB | Robix-7B | Pelican-7B | Cosmos- Reasonl-7B | MiMo- Embodied-7B | Qwan3-VL-4B | Qwan3-VL-BB | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Planning | RoboVQA_BLEU | 62.66 | 30 | 41.46 | 1 | 31.83 | 38.84 | 36.64 | 47.73 | 43.28 | | | Ego-Plan2 | 63.66 | 28.84 | 56.24 | | 33.71 | 26.04 | 33. ...
全球首创!一杯咖啡究竟包含了多少创新?
机器人大讲堂· 2026-02-08 01:00
Core Viewpoint - The article discusses the innovative "smart delivery coffee robot" developed by Jicui Intelligent Manufacturing, which integrates coffee making and delivery, addressing the challenges faced by office workers in accessing quality coffee quickly and conveniently [1][16]. Group 1: Product Features - The coffee robot can produce coffee in an average of 90 seconds, significantly reducing wait times for users [14]. - It supports over 20 customizable coffee recipes, allowing users to tailor their drinks to their preferences, including options for sweetness and additional ingredients [8][10]. - The robot utilizes a self-developed collaborative robotic arm with a positioning accuracy of ±0.02mm, ensuring precise coffee preparation that rivals professional baristas [6]. Group 2: Delivery Efficiency - The robot's unique "smart delivery" feature allows it to prepare coffee while simultaneously dispatching a delivery vehicle, achieving a total delivery time of under 4 minutes [16][18]. - This system contrasts with traditional coffee delivery methods, which can take 30 minutes or more, often resulting in a loss of temperature and flavor [18]. - The robot is designed to navigate various environments, including office buildings and shopping malls, autonomously avoiding obstacles and ensuring safe delivery [20]. Group 3: Operational Benefits - The coffee robot occupies only 3 square meters, making it suitable for placement in small spaces, thus optimizing space utilization [21]. - It significantly reduces operational costs, with a 90% decrease in labor expenses, as one employee can manage multiple machines [23]. - The system includes IoT management for real-time monitoring of supplies, ensuring efficient operation and maintenance [23]. Group 4: Company Background - Jicui Intelligent Manufacturing is recognized as a national-level "little giant" enterprise, focusing on independent research and development in the field of intelligent robotics [28]. - The company has filed over 380 patents, including more than 180 invention patents, showcasing its commitment to innovation and technology in the coffee robotics sector [28][29].
博睿康冲击IPO,“脑机接口第一股”竞速
机器人大讲堂· 2026-02-07 13:00
2026年2月,上海证监局IPO辅导备案系统迎来一家备受瞩目的公司—— 博睿康技术(上海)股份有限公司 。这家专注于脑机接口技术的高科技企业正式启动科创板上市进程,由中信证券担任辅导机构。 | 辅导协议签署 | 2026年2月4日 | | --- | --- | | 居 间 | | | ਥ | 导 机 构 中信证券股份有限公司 | | 律师 事 务 所 北京市通商律师事务所 | | | 会计师事务所 | 天健会计师事务所(特殊普通合伙) | 几乎与此同时,彭博社报道称,另一家脑机接口企业强脑科技已以保密形式递交港股IPO申请。一时间,"中 国脑机接口第一股"的归属引发市场广泛关注。 清华实验室走出的产业化征程 01. 2023年10月,首都医科大学宣武医院的手术室内,一场特殊手术正在进行。博睿康研发的NEO脑机接口系统 被植入一名患者体内,成为 中国首例微创植入式脑机接口临床手术。 博睿康成立于2011年11月,最初注册于常州,于2025年迁至上海并完成更名。公司的核心团队源于清华大学 生物医学工程学院神经工程实验室,该实验室在脑机接口领域长期保持国际前沿水平。 创始人胥红来与联合创始人黄肖山均出身于清华大学 ...
动易科技广州智造中心启用:一家机器人公司如何重新定义“量产”与“开源”?
机器人大讲堂· 2026-02-07 09:06
这并非又一场喧闹的"产品发布会",而是一次对中国机器人产业当前阶段的关键回应:当技术创新进入深水 区,如何跨越从实验室原型到稳定量产、从单一产品到生态构建的鸿沟? 01. " 重新定义"制造"的价值 。 当大多数机器人公司还在强调算法优势或融资规模时,一家名为动易科技的公司选择在2026年初春的广州, 做了一次扎实而系统的亮相:不仅启用了全新的智造中心,量产了人形机器人C2,更宣布将其核心运动控制 大模型永久开源。 选址广州:一次深思熟虑的"产业落子" 动易科技将智造中心落在广州海珠区大干围,这一决定本身便透露出其发展逻辑。 创始人兼CEO任晓雨给出了一个极其务实的理由:产业链。 珠三角地区,尤其是广州及周边,汇聚了从精密加工、电子元器件到系统集成的完整机器人上下游生态。 "从一颗特殊规格的螺丝到一块定制化的电路板,几乎都能在本地找到解决方案。" 这种高度集聚、响应迅速 的供应链网络,对于正处于"从1到100"量产爬坡期的机器人公司而言,意味着更短的迭代周期、更低的试错 成本和更可控的产品质量。 然而,更深层的战略在于其"双核驱动"的布局:北京公司作为"创新引擎",专注于前沿算法研究与下一代产 品定义;广州智 ...
融资超7亿,北京人形亮出“王牌”
机器人大讲堂· 2026-02-07 09:06
刚刚,北京人形机器人创新中心宣布完成 首轮 市场化 融资 ,金额 超7亿元 。投资方名单上,汇聚了北京 市人工智能产业投资基金、亦庄国投、华控基金等知名机构,也吸引了百度、东土科技这样的产业巨头。 与单纯的财务融资不同,这笔资金指向了一个更清晰的信号:这家承载着"国家地方共建具身智能机器人创 新中心"使命的科技企业,在实现了从"0到1"的技术突破后,正在加速 赋能产业 "从1到100"的 应用 深水 区。 据悉 ,北京人形本轮融资受到市场超预期追捧, 投资人意向认购规模超原定目标3倍以上 。资本的热捧, 折射出 市场对北京人形长期 发展的信 心 ,也标志着北京人形正式步入市场化运营与 赋能 产业化落地并行 的新阶段。 值得注意的是,就在宣布融资前不久, 北京人形占地9700平方米的人形机器人中试验证平台正式启动,并 迎来了第1000台客户定制化样机的成功下线 。 一边是资本市场的强力认可,一边是实体制造的落地生根。这看似并行的两条线,实则共同指向同一个目 标:为中国的人形机器人产业, 助力 打通从技术研发到规模化量产的"最难一公里"。 01. 资本抉择,为何是北京人形? 资本市场的选择,从来不是盲目的。 北京 ...