2025年，医疗机器人产业已进入深水区。产品形态不断演进，临床路径逐步清晰，资本趋于冷静，产业生态 日趋复杂。 第三届全球手术机器人大会，以 " MedRobot Next｜下一站技术未来 " 为主题，聚焦智能手术系统的系统 化升级、全链条生态构建与全球化路径。 这不仅是手术机器人整机企业的舞台，更是技术路线、供应链变革、医院系统升级、国际趋势对话的交汇点。 在这里，不只讨论"哪款设备领先"，更定义 未来医疗系统如何因机器人重构 。 第三届全球手术机器人大会 Global Medical Robotics Conference 2025 暨MedRobot行业颁奖典礼 一、活动日期 2025年9月5日-6日（星期五、六） 二、活动地点 北京市中关村国家自主创新示范区展示交易中心会议中心 三、会议议程 【开幕式】 【参观机器人租赁医院落地场景】 （仅限受邀） 【手术机器人营销负责人晚宴】 （仅限受邀） 多位政府与产业机构领导致辞 《全球手术机器人行业报告2025》首发 MedRobot年度行业颁奖典礼 大会议题预览（部分板块） （话题仅供参考，以实际议程为主） 【技术系统与智能演进】 【商业化与医院系统落地】 ...

Group 1 - The world's first robot 6S store has opened in Longgang District, Shenzhen, featuring over a hundred types of robots and a strong "cyberpunk" style, introducing a "six-in-one" system that includes leasing and personalized customization services [1][3] - The store aims to lower usage barriers through leasing and meet diverse scenario needs with customization, facilitating the transition of robots from laboratories to the market [1][3] - Over 200 companies in the supply chain are interested in entering the store, which is seen as an "innovation testbed" to accelerate technological iteration and commercialization in the robotics industry [1][3] Group 2 - Chen Jianyu, founder of Star Motion Era, stated that the humanoid robot industry is on the verge of substantial commercialization, expected to begin next year, focusing on practical capabilities in real-world scenarios [2][4] - The company has delivered over 200 products and is in mass production of 500 units, with major clients including ByteDance and Lenovo, aiming for a shipment target of 10,000 units next year [2][4] - The industry is currently establishing a technical consensus and exploring application scenarios and business models [2][4] Group 3 - The humanoid robot Ling Shu, developed by Youai Zhihui and Xi'an Jiaotong University, features a globally innovative "one brain, multiple forms" architecture, enabling collaboration among various robot forms [3][7] - Ling Shu is equipped with 33 degrees of freedom and omnidirectional movement capabilities, showcasing adaptability in complex environments [3][7] - The robot demonstrates potential in industrial applications such as electricity and semiconductors, leveraging AI algorithms for autonomous learning and path optimization [3][7] Group 4 - Lens Technology has delivered hundreds of humanoid robot units to partners in 2024 and is focusing on high-end intelligent manufacturing equipment through a joint venture with Zhiyuan Robotics [4][10] - The company is also providing core components like dexterous hands to various humanoid robot enterprises and is preparing for mass production of foldable screens and AI glasses [4][10] - In Q1 2025, Lens Technology reported revenue of 17.063 billion yuan, a year-on-year increase of 10.10% [4][10] Group 5 - Zero Point Robotics has completed three rounds of financing totaling over 100 million yuan within six months, focusing on embodied intelligence and planning to deliver 500 robots by the end of the year [5][13] - The company has received orders worth several million yuan, with intentions for nearly 100 million yuan, covering sectors like research education and hotel services [5][13] - Financing will be used for technological advancements and mass production, with a flexible production line starting shipments in August [5][13]

Group 1 - The second "Fao Cup" collaborative robot application competition has been officially launched to promote industry-academia-research collaboration, cultivate high-end talent in artificial intelligence, and accelerate innovation in the robotics industry [1][27]. - The competition is organized by Fao Yiwei (Suzhou) Robot System Co., Ltd., with the theme "AI · Fao makes applications simpler and smarter" [2][10]. Group 2 - Registration for the competition is open from now until October 31, 2025, with submission of works from August 1 to October 31, 2025 [2][5]. - The competition will take place in Minhang District, Shanghai, with specific details to be announced on the official website [2][5]. Group 3 - Fao Robot was established in 2019, focusing on the development of collaborative robots and providing high-performance products, including a full range of collaborative robots with payloads from 3 to 30 kg [4]. - The company has built over 30 service centers globally, providing full lifecycle support for users, including technical consulting and after-sales service [4]. Group 4 - The competition awards include first prize (1 winner, 50,000 yuan + Spark kit), second prize (2 winners, 30,000 yuan + Spark kit), and third prize (3 winners, 10,000 yuan) [8]. - All participants will receive entrepreneurial guidance, and the Spark kit includes FR5-SPARK, electric gripper, 3D camera, and six-dimensional force sensor [8]. Group 5 - The competition is open to enterprises, universities, research institutions, and robotics enthusiasts, with each participant limited to one team [8][10]. - Projects must demonstrate significant innovation and technical advancement, have good market prospects, and comply with national laws and regulations [8][10]. Group 6 - The competition encourages exploration of innovative solutions for collaborative robots in various industries, including smart manufacturing, healthcare, education, agriculture, commercial services, and construction [10][33]. - Suggested application scenarios include new industrial applications and AI+ collaborative applications in traditional industries [10][33]. Group 7 - Initial evaluation criteria include market analysis, technical feasibility, innovation, and completeness of the project plan [14]. - The judging panel will consist of university professors, technical experts from Fao Robot, and representatives from investment institutions [15].

Core Insights - The article highlights the recent A++ round financing of Songyan Power, a new player in the humanoid robot sector, which raised several hundred million yuan led by Jinpu Investment with participation from various notable institutions [1][9] - Founded in September 2023, Songyan Power focuses on the research and manufacturing of humanoid robots, boasting a core team of elite talents from prestigious institutions like Tsinghua University and the Chinese Academy of Sciences [1][3] Company Overview - Songyan Power was established by Jiang Zheyuan, a distinguished Tsinghua University graduate, who left his PhD program to pursue entrepreneurship in the humanoid robotics field [3] - The company is dedicated to developing general artificial intelligence, robotic bionics, and embodied operating systems [3] Product Portfolio - Songyan Power's main products include: - N2: An industrial collaboration robot that won second place in the Beijing humanoid robot half marathon and is the first robot capable of performing continuous backflips in multiple scenarios. By July 2025, 92 units of N2 were delivered, making it the company's flagship product [3][7] - E1: A home-use embodied intelligent robot with enhanced flexibility, featuring additional degrees of freedom and a voice interaction module [4] - Dora: Known for its agile mobility and strong perception capabilities, suitable for complex terrain, and can be equipped with a dexterous hand [6] Market Performance - In the first half of 2025, Songyan Power secured over 2,000 commercial orders, with a total contract value expected to exceed 100 million yuan, indicating strong market recognition and positioning in the top tier of the robotics market [7] - The founder aims to ensure production and delivery efficiency, targeting a delivery volume of 10,000 units in the following year [7] Financing Activity - This financing round marks the third for Songyan Power since the beginning of 2023, bringing the total number of financing rounds to six within less than two years, showcasing robust support from national industrial funds and top-tier investors [9]

Core Insights - The 2025 World Robot Conference will feature over 200 domestic and international robot companies, showcasing more than 1,500 exhibits, including over 100 new products, nearly double the number from last year [1][2] - The Beijing Humanoid Robot Innovation Center will present its TianGong series at the conference, emphasizing advancements in humanoid robot technology and capabilities [1][2] Group 1: Highlights of the Exhibition - Highlight 1: The exhibition will demonstrate multi-agent collaborative operations, showcasing the ability to break through scene barriers and efficiently complete cross-scenario tasks through autonomous coordination [1][7] - Highlight 2: Innovations in autonomous environmental perception will be showcased, with robots capable of precise recognition, real-time tracking, and dynamic prediction, moving towards "walking freedom" [1][8] - Highlight 3: The TianGong robot will face high-intensity motion control challenges, demonstrating stable and smooth execution of various dance and interactive tasks, along with long endurance testing [2][9] Group 2: Focus on the Forum - The "Embodied Intelligence Technology and Application Forum" will take place on August 9, featuring discussions on common topics in embodied intelligence [2][12] - Highlight 1: The TianGong 2.0 will serve as the host for the forum, marking a new era of robot-led hosting [2][14] - Highlight 2: The forum will announce four core technological breakthroughs aimed at applications, fostering strategic partnerships to build an industrial ecosystem for the commercialization of embodied intelligence [2][16] - Highlight 3: Industry leaders will share insights, and experts will engage in deep discussions on the key pathways from technological breakthroughs to practical applications [2][18]

8 月 2 日， 2025 长三角（昆山）具身智能产业发展暨开发者大会 在昆山市顺利举办 。本 届 大会由中 国 软件评测中心（工业和信息化部软件与集成电路促进中心）、昆山市人民政府主办。中国电子信息产业发展研 究院党委书记刘文强、副院长朱敏，中国机械工业联合会秘书长宋晓 刚 ，中国机电一体化协会会长 曲道 奎， 俄罗斯工程院外籍院士、苏州大学机电工程学院院长孙立宁，江苏省工信厅二级巡视员余雷，苏州市副 市长毛伟，昆山市委 市政府主要负责同志 ， 上海市、安徽省工业和信息化主管部门有关代表， 以及来自全 国各地的业内专家、企业代表等近 400 人出席了本次会 议 。 大会采用 "1场开发者大会 + 1个典型应用场景展区 + 1场研讨会 + 4场供需对接会"的多元组合形式，邀请 华为云、智元、峰飞、深开鸿等具身智能领域的专家、企业代表作专题分享；现场发布了 2025 长三角（昆 山）具身智能场景应用大赛 优胜参赛团队及创新成果；场景展区集中展示了智能机器人、低空飞行器等创新 产品及应用案例。大会同期举行了智能机器人产业发展研讨会，智能机器人、智能网联汽车、低空飞行器、 AI服务器产业链供需对接会。 以赛为桥聚智 ...

Core Viewpoint - The company Yutai Micro has developed Ethernet communication products (PHY chips) suitable for humanoid robots, leveraging its core technology advantages in high reliability and low latency, and is beginning to generate revenue from these applications [1][12]. Group 1: Company Overview - Yutai Micro was established in 2017 and focuses on the research, design, and sales of high-speed wired communication chips, forming a product matrix that includes Ethernet PHY chips, switches, and gateways [9][10]. - The company has developed a diverse product line with over 40 products, all possessing independent intellectual property rights [9][10]. Group 2: Technology and Product Application - The PHY chip is essential for humanoid robots, acting as the foundational physical layer for their intelligent, real-time responses and complex movements [3][14]. - Yutai Micro's PHY chips are designed to support high-speed data transmission, enabling efficient communication between various components of robots, such as control units and sensors [4][8][12]. - The chips facilitate the integration of multiple sensors and data streams, which is crucial for tasks like environment perception and real-time decision-making in robots [8][12]. Group 3: Market Position and Future Prospects - The demand for high-speed, low-latency communication in the robotics industry is expected to grow, particularly with the rise of 5G technology and the increasing complexity of robotic systems [12][14]. - Yutai Micro's focus on technological breakthroughs and product iterations positions it well to expand its market presence in the humanoid robot sector [13][14]. - The company's PHY chips are anticipated to enhance the autonomy and efficiency of domestic humanoid robots, potentially increasing the localization rate of core components [13][14].

1、 全球首个机器人消费节在北京亦庄启动 8月2日，全球首个以机器人消费为主题的 E-Town 机器人消费节在北京亦庄启动，活动将持续至8月17 日，覆盖北人亦创国际会展中心等六大商圈，主题为 "Robo 惠购，亦庄必 Go！"。此次消费节设四大消 费场景，全球首个具身智能机器人4S店亮相，涵盖医疗、家庭等7类场景50余项产品，可体验天工2.0、优 必选Walker S等机器人，还能与元萝卜象棋机器人对弈。相邻的 "机器人焰究所" 餐厅中，酒保、垃圾回 收等机器人提供服务，消费者可品尝机器人制作的美食并与李白具身机器人对诗。活动期间发放消费券， 个人最高补贴1500元，企业最高25万元，推动机器人走进大众生活。 2、 智能振捣机器人助力地铁建设，科技破解施工难题 近日，一款由第三建设分公司联合中铁上投青岛地铁5号线项目经理部、中铁四局相关工区共同研发的板 类混凝土自动化振捣机器人，在青岛地铁5号线建设中投入应用。该机器人旨在落实 "机械化换人、自动化 减人" 理念，通过 "三降两提一转变" 提升施工水平，可智能设定参数，实现自动行走、转向与振捣，避 免人工漏振。其集智能化与轻量化于一身，支持远程控制、5G互联 ...

Core Viewpoint - The article highlights the significant advancements made by the Chinese research team, Casia Hand, in the field of humanoid robotics, particularly in the development of intelligent dexterous hands and embodied intelligence solutions, positioning them as a key player in the global market for humanoid robots and dexterous hands [1][4][24]. Group 1: Company Overview - Casia Hand, a team from the Chinese Academy of Sciences, has made breakthroughs in dexterous hand technology, achieving full localization of core components and attracting partnerships with leading enterprises and investment institutions across various sectors [1][4]. - The company has developed a comprehensive product matrix, including a complete algorithm system, four differentiated dexterous hand models, and three embodied intelligent robot systems, all aimed at real-world applications [1][4][10]. Group 2: Market Potential - The global humanoid robot market is projected to reach $38 billion by 2035, with the dexterous hand market estimated at approximately 56.8 billion yuan by 2030, indicating a significant growth opportunity in this trillion-dollar sector [4][22]. - The advancements in dexterous hand technology are crucial for the automation of complex tasks, as they enable robots to perform intricate operations that were previously limited to human capabilities [22]. Group 3: Technological Innovations - Casia Hand has developed a robust algorithm system that integrates both hardware (dexterous hands) and software (AI algorithms), allowing for advanced functionalities such as human-robot interaction and adaptive grasping of various tools [5][22]. - The company has introduced a framework for functional grasping that requires minimal human teaching data, significantly improving efficiency and reducing manufacturing costs compared to traditional methods [5][22]. Group 4: Product Differentiation - The four models of dexterous hands developed by Casia Hand are tailored for specific applications, ranging from high-end research to mass production, thereby addressing diverse market needs [7][8][9][10]. - Each dexterous hand model features unique specifications, such as load capacity and speed, allowing for a clear product matrix that stands out in a market characterized by homogenized offerings [7][8][9]. Group 5: Ecosystem Development - Casia Hand is building a complete ecosystem around embodied intelligence, including data collection systems and training environments, which lowers the entry barriers for industry applications and encourages broader participation [20][21]. - The ecosystem approach aims to create network effects that enhance the overall value of the industry, facilitating rapid scaling and innovation [21][22]. Group 6: Competitive Advantage - China's comprehensive manufacturing system and rapidly maturing supply chain provide a competitive edge in the dexterous hand market, significantly lowering costs and enhancing product competitiveness on a global scale [22][23]. - The long-term technical accumulation and innovative strategies of Casia Hand create a formidable barrier to entry for potential competitors, positioning the company as a leader in the field [22][24].

Core Viewpoint - The humanoid robot industry is rapidly growing, with significant capital and talent influx, indicating a promising future for the sector [1][3][19]. Industry Overview - As of late July, there are 834 existing humanoid robot companies in China, with East and South China being the primary hubs, accounting for 43.53% and 23.86% respectively [1]. - The registration of related companies has surged, with a 50% year-on-year increase in 2023, and a projected 103.92% growth in 2024 [3]. Capital Influx - Over 50% of existing companies have registered capital of over 10 million yuan, with 30.3% having over 50 million yuan [5]. - Recent months have seen a flurry of financing activities, with notable companies like Zhijidongli and Qianxun Intelligent announcing significant funding rounds [5][6]. - The high valuations in the primary market are driving an IPO wave in the secondary market, with companies like Yushutec and Zhiyuan Robot moving towards public offerings [5][6]. Talent Migration - The industry is witnessing a talent shift from the automotive sector, with many professionals transitioning to humanoid robotics due to better opportunities and growth potential [10][11]. - Notable figures from the automotive industry have founded or joined humanoid robot companies, indicating a trend of cross-industry collaboration [11][13]. Technological Synergy - The overlap in supply chains between humanoid robots and electric vehicles is significant, with 40%-50% of the supply chain being shared [13]. - The technological expertise from the automotive sector, particularly in AI and control systems, is seen as a critical advantage for humanoid robot development [14][16]. Commercialization and Market Demand - The commercial value of humanoid robots is becoming evident, with major companies securing large orders, such as Zhiyuan Robot's 78.5 million yuan order from China Mobile [17]. - The industry is moving towards commercial viability, with expectations of over 20,000 units sold annually based on current order trends [19].