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机器人企业扎堆港股上市!谁将领跑万亿赛道?
机器人大讲堂· 2025-06-18 12:29
近期,机器人公司赴港上市热潮涌动。 6 月 16 日,极智嘉更新招股书,继续推进上市进程。此前,已于6月13日获中国证监会备案,这意味着,极 智嘉或将寻求通过港交所聆讯,距离成为"全球仓储自主移动机器人第一股"更近一步。 市场三方数据统计显示,今年以来,已有 9家机器人产业链公司披露赴港上市相关计划。6月4日至8日,不到 一周时间,就有A股上市企业工业机器人龙头埃斯顿和扫地机器人龙头石头科技宣布拟赴港上市,卧安机器人 提交招股书冲刺港股。 "港股市场凭借独特的优势,正在成长为机器人产业聚集地。"分析人士认为,优质机器人产业链公司赴港融 资热潮,为我国机器人产业更好地发展注入动能。 ▍ 机器人企业迎来业绩兑现期 商业化能力成焦点 在机器人产业的浪潮中,港股市场汇聚了众多具有潜力的机器人企业。除了已上市的优必选、地平线机器人、 越疆科技,还有刚获备案的极智嘉,以及近期递交 18C 申请的云迹机器人、仙工智能、乐动机器人,均作为 各自细分领域的独角兽企业,备受瞩目。 随着行业一路高歌猛进,机器人产业从技术突围迈向业绩兑现 , 为直观了解 港股 机器人企业 表现 , 整理 以下图表盘点 2024年 财务核心指标。 图 ...
2025杭州国际人形机器人与机器人技术展览会--核心信息
机器人大讲堂· 2025-06-18 12:29
展会性质: 国内首个人形机器人全产业链专业展 举办目的: 促进人形机器人学术界与产业界深度交流合作,推动技术突破与产业化 批准与主办: 批准单位:商务部 主办单位:高登会展集团、浙江省机器人产业发展协会 协办单位:机器人大讲堂 时间地点: 时间: 2025年6月20日 - 22日 地点:杭州大会展中心 8号馆 面积: 1.5万平米 展会宗旨: 人形机器人赋能新型工业化 参展阵容(强大且多元): 行业巨头:特斯拉、宇树科技 本土新锐(杭州六小龙):云深处、强脑、群核等 知名企业:阿里云、卓益得、清宝、卧龙集团、海创人形机器人创新中心等近 300家企业。 展示内容:仿生驱动、具身智能、脑机接口等前沿技术及机器人上下游全产业链。 预期规模: 预计吸引 6万人次专业观众。 杭州产业背景(重要支撑): 国家新一代人工智能创新发展试验区、人工智能创新应用先导区、国家人工智能战略布局重点城市。 已形成完整人形机器人产业链和创新生态。 推进 "一中心一联盟五平台"高能级产业创新平台建设。 模式: "论坛+展览+体验+比赛"四位一体的一站式国际交流对接平台。 同期重要活动: 杭州人形机器人大会 人形机器人链接大会 人形机器人技 ...
从90%依赖进口到市场半壁江山,一颗“关节”如何撬动国产机器人崛起?
机器人大讲堂· 2025-06-17 12:21
国家统计局近期的一组数据令人振奋:工业机器人一季度产量达 14.8 万台,同比暴涨 26% !这不仅是数字 的跃升,更是机器人全面渗透汽车、电子、金属加工等领域的信号。 更关键的是, 2024 年国产机器人厂商份额首次突破 50% ( MIR DATABANK 数据) ,反超外资,标志 着中国从"跟跑者"正式跻身"并跑者"。 然而回溯十年前,国产机器人却因一颗 "关节"受制于人: RV 减速机。 这种安装在机器人手臂关节的核心 传动部件,直接决定整机精度、寿命与刚性。 当时国产中大负载 RV 减速机 90% 依赖日本巨头, 其成本占 单台机器人总成本 比例超 30% ,如同扼住产业咽喉的"隐形之手"。 如今,那个曾被日本垄断市场的 RV 减速机,正成为中国制造高质量发展和突围的关键注脚。 2025 年第一 季度 14.8 万台的机器人产量背后,是一场持续十年的我国关节自主化革命。 ▍ 政策引领:吹响核心部件国产化号角 在工业机器人的 " 身体 " 里, RV 减速机就像人类的膝盖,承载着 70% 以上的运动负荷,却长期被日本纳 博特斯克等企业筑起技术高墙。 2015 年前后,一台国产中大负载机器人的 RV 减 ...
快讯|宁波政策加码发展人形机器人产业;优必选机器人单腿跳跃控制方法专利获授权;香港大学开发新型自动化无人机飞控技术等
机器人大讲堂· 2025-06-17 12:21
Group 1: Policy and Industry Development - Ningbo has released a set of policies to promote the innovation and development of the humanoid robot industry, indicating a strong governmental support for this sector [1] - The policies include support for the construction of innovation centers, application demonstration systems, and financial subsidies for insurance premiums, aiming to enhance the overall ecosystem for humanoid robots [1] Group 2: Technological Innovations - UBTECH Robotics has received a patent for a single-leg jumping control method, which involves phased task planning and stability constraints to ensure smooth landings [4][5] - The University of Hong Kong has developed a new drone flight control technology that utilizes LiDAR sensors and cloud AI to generate flight paths, enhancing efficiency and safety in various applications [9] - TUS Robotics has completed a multi-million A-round financing to further develop AI intelligent polishing robots, focusing on automation solutions for industrial production [12] Group 3: Research and Development - The RoTipBot, developed by a team from King's College London, introduces a new tactile sensor for counting and grasping flexible objects, showcasing advancements in tactile perception for robotic manipulation [16]
【盛大启幕】2025杭州国际人形机器人与机器人技术展览会最新议程
机器人大讲堂· 2025-06-17 12:21
日程安排 如有参加本届展会,请扫描专业观众二维码进行注册,专业观众注册截止时间为 2025 年 6 月 19 日(下午 18:00 ) 2025杭州人形机器人大会议程 | | 化坛才幂《里安昂兵》 | | --- | --- | | 13:30-13:35 | Opening Ceremony & Introduction of | | | Distinguished Guests | | | 主持人: 杭州海创人形机器人创新中心副主任、 | | | 浙江省机器人产业发展协会秘书长宋伟 | | | Host: Song Wei, Deputy Director of Hangzhou | | | Haichuang Humanoid Robot Innovation Center, | | | Secretary-General of Zhejiang Robot Industry | | | Development Association | | | 协会致辞 | | | Welcome Speech by the Association | | 13:35-13:40 | 浙江省机器人产业发展协会常务副会 ...
张江纪录|清华团队人形机器人29秒零失误完成零部件上下料!
机器人大讲堂· 2025-06-17 12:21
Core Viewpoint - The article highlights the achievements of Tsinghua University's Zijing team in the 2025 International Humanoid Robot Skills Competition, showcasing China's advancements in humanoid robotics technology and its transition from laboratory research to real-world applications [1][2]. Group 1: Competition Achievements - Tsinghua University's Zijing team set a record of 29 seconds with zero errors in the industrial component loading and unloading task at the competition held in Zhangjiang, Shanghai [2][5]. - The competition featured over 60 elite teams globally, emphasizing the growing capabilities of Chinese humanoid robotics [2][4]. Group 2: Technological Innovations - The Zijing team utilized advanced technologies such as VR for motion capture and precise mapping to the robot's joints, addressing challenges like latency control and achieving millimeter-level precision in component handling [5]. - The team faced unexpected issues during the competition, such as component jams and mechanical failures, but successfully completed the task through teamwork and coordination [5]. Group 3: Industry Ecosystem and Collaboration - The competition promotes an "open source, open, and innovative" philosophy, fostering collaboration between academia and industry, which enhances the learning curve for participating teams [6][7]. - Zhangjiang's innovation ecosystem, described as a "tropical rainforest," integrates resources across the entire industry chain, providing a platform for collaboration and knowledge sharing [9]. Group 4: Future Directions - The Zijing team aims to achieve breakthroughs in industrial applications of humanoid robots, with plans to extend their technology to household applications, indicating a strategic direction for future development [9].
2025第三届全球手术机器人大会定档9月,汇聚全球智慧,共绘医疗科技革新蓝图
机器人大讲堂· 2025-06-16 08:17
Core Viewpoint - The medical robotics industry has entered a complex phase by 2025, with evolving product forms, clearer clinical pathways, and a more rational capital environment [1]. Group 1: Event Overview - The Third Global Surgical Robotics Conference will focus on the systematic upgrade of intelligent surgical systems, the construction of a full-chain ecosystem, and global pathways [1]. - The event serves as a platform for discussions on technological routes, supply chain transformations, hospital system upgrades, and international trends [2]. - The conference aims to redefine how medical systems are reconstructed through robotics, rather than just discussing which devices are leading [3]. Group 2: Conference Details - The conference is scheduled for September 4-5, 2025, at the Beijing Zhongguancun National Independent Innovation Demonstration Zone Exhibition and Trading Center [4]. - The agenda includes an opening ceremony, a visit to a robot leasing hospital, and a dinner for surgical robot marketing leaders [5][6]. Group 3: Key Topics - Core architectural trends of next-generation surgical robots will be discussed, including AI integration to enhance autonomy and system collaboration efficiency [7]. - Topics will cover commercialization and hospital system implementation, global strategies and pathways for expansion, and the integration of engineering and technology [8][9][10]. Group 4: Industry Challenges and Opportunities - The conference will address challenges in integrating surgical robots with hospital systems and constructing a leading global R&D framework [12]. - Discussions will include the commercialization pathways of surgical robots, procurement decision-making processes in hospitals, and the exploration of affordable robotic solutions for day surgeries and grassroots markets [12]. - The event will also highlight the need for domestic robots to achieve multi-region certifications and the importance of international collaboration for brand influence [12].
天津本土突破!当阿童木人形机器人“天兵一号” 举起 10kg 物料,长三角供应链慌了吗?
机器人大讲堂· 2025-06-16 08:17
"弯腰捡起产线上的螺丝钉,绕到设备背面排查故障,举起10kg物料精准投料......"这些过去只能由人类完成 的'柔性动作',这台人形机器人都将能承包。"在第二届京津冀智能制造装备协同发展大会上, 阿童木机器人 董事长刘松涛向观众介绍。 其身后聚光灯下,一台 身高1.4米、体重70公斤的银色人形机器人 以一组"移动向前、挥手、扭腰、转身归 位"的连续动作完成首秀。 ▍ 工业机器人赛道积极拥抱"具身智能" 随着全球制造业从"规模经济"向"数字经济"加速转型,传统自动化设备因难以适应混线生产、非标操作与突 发工况的柔性制造需求,暴露出多品种切换成本高、复杂工艺依赖人工、系统响应滞后等能力瓶颈。据麦肯锡 《2025全球制造业趋势报告》,混线生产、非标操作、突发工况三大挑战导致全球制造业年损失超4700亿 美元。 企业以 "柔性化"、"智能化" 为核心重构自动化生产体系,已成为应对全球制造业转型浪潮、突破传统刚性 生产桎梏的核心趋势。而这款由阿童木机器人研发的 "天兵一号"人形机器人, 作为天津首台具备空间适应 性、任务泛化性、人机协作性的人形智能体 ,凭借仿生结构、算法生态、并联结构应用三大创新设计,为当 下人形机 ...
“智启未来·共筑机器人新生态” 2025中国机器人智能大会在海淀区成功举办
机器人大讲堂· 2025-06-16 08:17
2025年6月13日至15日, 由北京市经济和信息化局、中关村科学城管委会指导,中国自动化学会机器人智 能专业委员会主办,中国科学院自动化研究所、北京唯实具身智能研究院、清华大学、北京信息科技大学联合 承办的 2025中国机器人智能大会暨CAA机器人智能专业委员会年会 在北京市海淀区西郊宾馆隆重举行。 本届大会以 "智启未来·共筑机器人新生态"为主题,聚焦机器人智能领域前沿技术、热点问题及产业应用, 吸引超过200名行业精英参会,其中包括60余位国家级人才及多位院士专家,呈现30余场高水平学术报告与 产业对话,打造一场跨学科、跨领域的学术盛宴。 ▍ 北京海淀区力争打造全国 具身智能原始创新策源地 中国科学院院士乔红 开幕式致辞环节,中国科学院院士乔红代表中国自动化协会机器人智能专委会,对出席大会的嘉宾表示热烈欢 迎,并向指导单位、承办单位及合作单位表示衷心感谢。她提到中国自动化学会机器人智能专业委员会汇聚了 众多专家学者,致力于机器人智能技术探索和自主创新,并希望本次大会能促进相关领域的交流合作,共同推 动机器人智能领域的前沿科技进步,为国家和社会的智能制造、生活服务、国防等领域做出贡献。 海淀区委副书记、区 ...
超50家客户开展测评!RDK S100是怎样成为机器人行业首选平台
机器人大讲堂· 2025-06-16 08:17
Core Viewpoint - Digua Robot focuses on building the "brain" of robots rather than the physical body, aiming to lower the development threshold in the robotics market through a universal hardware and software platform [1]. Group 1: Company Overview - In early 2024, Digua Robot was established as a separate entity from Horizon Robotics, concentrating on foundational infrastructure for robotics [1]. - The company has released several significant products, including the Xuri series intelligent computing chips and the RDK robot development kits, and completed a $100 million Series A financing round in May [1]. Group 2: Product Launch and Features - The RDK S100 flagship development kit was globally launched in September 2024, featuring the Xuri 5 intelligent computing chip and RDK X5 development kit [2]. - RDK S100 is designed for embodied intelligence applications, offering a computing power of 100 TOPS, optimized for large parameter Transformers, suitable for humanoid and bionic robots [2][3]. Group 3: Market Research and Demand - Prior to developing RDK S100, the team communicated with 50 different robotics companies to identify common needs, concluding that 100T computing power is sufficient for various robotic applications [3]. - The current market for robotics platforms has technical architecture flaws, often focusing solely on computation or control, leading to increased costs and complexity; RDK S100 integrates CPU, MCU, and BPU into a single SoC to address these issues [3]. Group 4: Ecosystem Support - The RDK S100 ecosystem provides comprehensive support for small and medium-sized enterprises facing challenges in funding, marketing, and talent acquisition [4]. - Initiatives include hosting university competitions to cultivate talent and facilitating capital cooperation to connect resources for enterprises [4]. Group 5: Architectural Design - RDK S100 employs a dual-brain architecture, with the "big brain" focused on computation and the "small brain" on control, which has been validated as a feasible development approach for embodied robots [5]. - The SoC integrates CPU, BPU, and MCU to support the computational needs of both brains, enhancing task scheduling, sensor data processing, and decision-making capabilities [5][7]. Group 6: Technical Specifications - RDK S100's BPU supports flexible computing power options of 80/128 TOPS and is optimized for CNN and Transformer models, enhancing performance for sensitive operations [6]. - The MCU is designed for real-time motion control, capable of handling multi-sensor data processing and ensuring high performance in robotic applications [6]. Group 7: Development Environment - RDK S100 offers a unified development platform that integrates hardware design and software development, reducing compatibility issues and development costs [12]. - The platform includes a model conversion solution and a repository of over 200 open-source algorithms to facilitate rapid prototyping and deployment [13]. Group 8: Industry Collaboration - Digua Robot has established partnerships with over 20 leading companies in the embodied intelligence sector, with RDK S100 becoming a preferred solution for over 50 clients [14]. - Successful applications of RDK S100 include various robotic platforms, demonstrating its versatility and effectiveness in real-world scenarios [15][16][17]. Group 9: Future Outlook - The launch of RDK S100 addresses key pain points in robotics development, promoting innovation and accelerating the adoption of robotic technologies [19]. - Digua Robot aims to build an infrastructure platform for the robotics industry, potentially becoming a significant driver of industry transformation [20].