近日，国家矿山安全监察局发布了《矿山智能机器人重点研发目录》（以下简称《目录》）。《目录》以降低从 业人员劳动强度、减少作业安全风险、增强安全保障能力为目标，聚焦矿山险累苦脏岗位机器人替代，提出重点 研发应用掘进类、采矿类、运输类、选矿类、辅助作业类、安控类、救援类等 7大类共56种矿山智能机器人，明 确了每一种机器人的应用场景和应当具备的基本功能。 2025 年 第 3 号 《 矿山智能 机器人重点研发目录 》已经 国 家 矿山 安全监察局 2025 年第 14 次局务会 审议通过， 现 予公 告 。 国家矿山安全监察局鼓励支持矿山企业、装备企业与高等学校、科研院所等联合开展科技攻关，加快矿山智能机器 人研发及产业化应用，推动险累苦脏岗位机器人替代，有效防控重大安全风险，提升矿山本质安全水平。国家矿山安全监 察局将积极提供相关政策支持和信息服务。 政策链接： https://www.chinamine-safety.gov.cn/xw/zt/2018zt/mkjqryfyy/gzdt_01/202509/t20250905_557064.shtml 国家 矿山 安全监察局 公 告 联系人及电话：崔竟成， 0 ...

Core Viewpoint - The robot industry is experiencing significant growth, but there is a clear polarization among companies, with leading firms thriving while many others struggle with profitability and market pressures [2][3][19]. Group 1: Industrial Robots - Among the seven industrial robot manufacturers, total revenue reached 28.29 billion yuan, with a net profit of 2.75 billion yuan [6]. - The leading company, Huichuan Technology, achieved a revenue of 20.51 billion yuan, significantly outperforming its peers [7]. - The industry is undergoing a "stronger gets stronger" phase, with most companies struggling to maintain profitability [5][6]. Group 2: Component Manufacturers - The 20 component manufacturers reported a total revenue of 36.01 billion yuan and a net profit of 4.51 billion yuan, with 19 companies profitable [9][10]. - Key players like Sanhua Intelligent Control and Dingzhi Technology showed robust growth, with revenue increases of 18.91% and 20% respectively [9][10]. - The component sector is characterized by stable growth, with leading firms maintaining strong profitability [3][8]. Group 3: Integrated Applications - The 26 integrated application companies generated a total revenue of 393 billion yuan and a net profit of 13.87 billion yuan [14][15]. - Companies like Industrial Fulian achieved significant revenue growth of 35.58%, driven by its scale and comprehensive industry chain layout [15][16]. - However, over half of the companies in this segment reported declines in revenue or profit, indicating a challenging market environment [15][16]. Group 4: Service Robots and AI - The 17 companies in the service robot and AI sector reported total revenue of 121.19 billion yuan and a net profit of 8.86 billion yuan [20][21]. - Companies like Hikvision and Stone Technology showed strong revenue growth, but many still faced profitability challenges [21][22]. - The sector is marked by high growth potential but also significant investment requirements, leading to a "burning money" phase for many firms [21][22]. Group 5: Special Robots - The five special robot companies reported total revenue of 4.50 billion yuan and a net profit of 0.11 billion yuan [23][24]. - Companies like Yijiahe and Jingpin Special Equipment achieved revenue growth, but most are still operating at a loss [24][25]. - The performance of these companies is heavily influenced by specific downstream industries, such as nuclear and military sectors [24][25].

Core Viewpoint - The article highlights the advancements in unmanned combat systems showcased during a military parade, emphasizing the integration of land, sea, and air capabilities in future warfare [2][3][5][8]. Group 1: Unmanned Combat Systems - The military parade revealed a comprehensive unmanned combat system covering land, sea, and air, marking a significant development in military technology [3]. - The land-based unmanned combat unit demonstrated capabilities in reconnaissance, assault, and support, showcasing breakthroughs in manned-unmanned collaborative operations [3]. - The sea-based unit featured new unmanned submersibles and boats, capable of stealth deployment and networked attacks, enhancing naval combat effectiveness [5]. - The air unit included advanced drones and helicopters, designed for covert strikes and wide-area coverage, representing a new paradigm in aerial warfare [8]. Group 2: Notable Equipment - A standout piece of equipment, referred to as the "Machine Wolf," is a four-legged robotic dog equipped with weapons and reconnaissance tools, showcasing the potential of robotic platforms in land combat [12][14]. - The "Machine Wolf" can carry up to 20 kilograms, has a range of approximately 10 kilometers, and can operate for about 2.5 hours, demonstrating advanced mobility and operational capabilities [14]. Group 3: Future Prospects - The rapid development of unmanned systems suggests that future military parades may feature more sophisticated robotic units, including various types of robots such as bipedal, wheeled, and tracked platforms [15]. - The integration of artificial intelligence and autonomous decision-making systems in these robotic platforms is expected to transform warfare, enabling complex collaborative operations between manned and unmanned units [15].

Core Insights - Guohua Intelligent has completed a new round of financing amounting to tens of millions, with investors including Xiaomi Industrial Investment and A-share listed company Jinyang Co., Ltd. The funds will primarily be used for the technological iteration and expansion of humanoid robot core joint modules [2] - The company aims to accelerate the upgrade of its production and research systems, preparing for a significant breakthrough in the industry [2] Company Overview - Established in February 2021, Guohua Intelligent focuses on the research and development of core components for intelligent manufacturing and the integration of systems in the downstream sector [2] - The company has undergone six rounds of financing, with notable investors including Qindao Milestone Venture Capital and Shandong Provincial Financial Investment [2] Technology Focus - Guohua Intelligent is concentrating on two main technological directions: the development of core transmission components such as harmonic reducers and planetary roller screws, and the deep integration of these components with motors, drives, and sensors to form integrated joint modules [3] - The company has developed four major series and over a hundred standard models of harmonic reducers, which are applied in various fields including industrial robots, collaborative robots, humanoid robots, and aerospace [5] Competitive Advantage - In the context of increasing competition in the domestic humanoid robot industry, Guohua Intelligent's advantages lie in its full-stack self-research capabilities and rapid response speed [12] - The company possesses a complete chain capability from material heat treatment, tooth profile design, precision processing to complete machine testing, allowing for quick iterations in response to customer modification requests [12] Collaboration with Xiaomi - Guohua Intelligent is a key partner in Xiaomi's humanoid robot project, providing comprehensive support for core components such as upper body joint modules and rotational and linear joints [8] - Xiaomi's investment strategy in the robotics sector includes a focus on core components and complete solutions, with Guohua Intelligent being recognized for its expertise in harmonic reducers, referred to as the "joint password" of robots [13]

Core Viewpoint - Humanoid robots are transitioning from science fiction to reality, with significant advancements in artificial intelligence, precision control, and perception technologies, leading to unprecedented development opportunities in the industry [1][2]. Market Outlook - The global humanoid robot market is projected to exceed $15 billion by 2030, with a compound annual growth rate (CAGR) of 71% from 2021 to 2030 [1]. - Major tech companies like Microsoft, Nvidia, Amazon, OpenAI, and SoftBank are investing in or developing humanoid robots, indicating a competitive global landscape [1]. Company Developments - UBTECH, recognized as China's "first humanoid robot stock," went public on December 29, 2023, and is focusing on accelerating its industrialization process [1]. - The company has established partnerships with notable firms such as Dongfeng Liuzhou Motor, Geely, and BYD to implement its Walker S series robots in real manufacturing environments starting in 2024 [3]. Technological Advancements - UBTECH is shifting its focus from single-machine autonomy to "group intelligence," emphasizing the need for humanoid robots to work collaboratively in industrial settings [4]. - The company has developed the Co-Agent technology for its Walker S2 robots, enabling them to perform tasks like collaborative handling and quality inspection in a multi-robot environment [4]. Performance Metrics - In initial training phases, the Walker S1 robot demonstrated a 100% increase in efficiency and a 30% improvement in stability at BYD's factory [5]. - The company aims to enhance its robots' capabilities, including battery life and software stability, to adapt to complex tasks in industrial settings [5]. Production Goals - 2025 is anticipated to be the "year of mass production" for humanoid robots, with UBTECH planning to produce 1,000 units and deliver hundreds of them [7]. - Despite challenges in mass production, including hardware issues faced by competitors like Tesla, UBTECH remains optimistic about the market's growth potential [8]. Financial Performance - UBTECH reported a revenue of 621 million yuan in the first half of 2025, marking a 27.5% year-on-year increase, although it still faced a loss of 440 million yuan [8][9]. - The company prioritizes accelerating robot delivery and application over immediate profitability, believing that achieving cost reductions will lead to eventual breakeven [9]. Future Vision - UBTECH's CEO envisions a three-step approach for humanoid robots: first in industrial applications, then in commercial settings, and finally in domestic environments for companionship [9].

机器人领域重要的学术盛会—— 第28届攀爬和行走机器人国际会议（CLAWAR 2025） 即将开幕！本 次大会将于 9月5日至7日 在深圳技术大学举行，汇聚来自全球的顶尖学者、工程师及产业专家，共同 围绕"AI赋能机器人运动与操作（AI Enabled Robotic Loco-Manipulation）"这一主题，展开深度交 流与智慧碰撞。 经过精心筹备，大会完整议程现已正式出炉。我们诚挚邀请各方专家学者前来参加，共襄盛举！ 大会信息 会议时间： 2025年9月5日 - 9月7日 会议地点： 深圳技术大学 · C1大数据与互联网学院 会议官网： https://clawar.org/clawar2025/ 大会组织架构&委员会 组织机构 主办单位 CLAWAR 协会 承办单位 深圳技术大学 匡绍龙（深圳技术大学，中国） 马淦（深圳技术大学，中国） 张阳（深圳技术大学，中国） 谷也（深圳技术大学，中国） 陶翌辉（深圳技术大学，中国） 支持单位 大会委员会 国际咨询委员会 Gurvinder S Virk（Endoenergy，英国） 戴建生（南方科技大学，中国） 张建伟（汉堡大学，德国） 金耀初（西湖大学，中 ...

Core Viewpoint - The Chinese robotics and artificial intelligence industry is experiencing a bifurcation, with leading companies like Cambricon and Orbbec achieving explosive growth driven by generative AI and 3D vision, while traditional firms like Geling Deep Vision and Jiangsu Beiren face significant losses [2][4]. Market Performance Overview - The overall industry is in a high prosperity phase, with 75 listed companies reporting total revenue of 582.994 billion yuan and a combined net profit of 30.097 billion yuan. 53 companies achieved year-on-year revenue growth, and 53 companies reported an increase in net profit [4][5]. Revenue and Profit Rankings - The top revenue-generating company, Industrial Fulian, reported 360.76 billion yuan, significantly outpacing the other nine companies combined. Other notable companies include Hikvision, Huichuan Technology, and Sanhua Intelligent, which not only have substantial net profits but also impressive growth rates of 36%-60% [9][11]. Losses and Challenges - Companies like SenseTime, Black Sesame Intelligence, and Unibot are showing trends of revenue growth and narrowing losses, indicating potential for value reassessment with technological breakthroughs. However, companies like Efort and Xinsong are facing dual declines, reflecting intense market competition and rapid technological changes [12][13]. Performance Growth Leaders - The top performers in terms of growth include companies like Cambricon, which reported a staggering revenue growth rate of 4347.82%, and a profit growth rate of 295.85%, highlighting the significant impact of global investments in AI technologies [11][13].

Core Viewpoint - The establishment of the "China Electromechanical Integration Technology Application Association's Rehabilitation Robot Branch" aims to address challenges in the elderly rehabilitation robot sector, promoting high-quality development and supporting the national strategy for an aging population [1][2]. Group 1: Background of the Rehabilitation Robot Branch - The strategic value of elderly rehabilitation robots is highlighted as a key solution to the increasing demand for elderly care services due to rapid population aging, integrating multiple technologies for diverse functionalities [1][2]. - The market for elderly rehabilitation robots is projected to exceed 50 billion yuan in 2024, with an annual growth rate exceeding 30%, indicating a robust development trend in the industry [2]. Group 2: Relationship Between Electromechanical Integration and Rehabilitation Robots - Electromechanical integration technology serves as the foundational hardware and motion core for rehabilitation robots, ensuring stability, safety, and precision in operation [3]. - Rehabilitation robots enhance the service attributes of electromechanical systems, transitioning from mere mechanical tools to intelligent partners in elderly care [3]. Group 3: Introduction to the Association - The China Electromechanical Integration Technology Application Association, established in 1989, is a national, professional, non-profit organization focused on automation and robotics, with extensive experience in promoting the integration of electromechanical technology across various industries [4]. Group 4: Objectives and Positioning of the Rehabilitation Robot Branch - The branch aims to act as a bridge between government and industry, facilitating collaboration among various sectors to advance core technology research, standardization, and quality norms in the elderly rehabilitation robot field [6][7]. - Key tasks include expanding application scenarios, nurturing quality brands, and fostering talent development and international exchange within the industry [7]. Group 5: Membership Recruitment Scope - The branch seeks to recruit key industry enterprises and related institutions, including those involved in core components, complete machine development, and end-user services in the elderly rehabilitation robot sector [8][9][10].

Core Viewpoint - Artificial intelligence (AI) is a crucial driving force for the new round of technological revolution and industrial transformation, particularly in upgrading the security industry [1][8] Group 1: Conference Overview - The 2025 China Security "Artificial Intelligence +" Action Conference is scheduled for September 26, 2025, in Beijing, focusing on the theme "Digital Intelligence World, All-domain Security" [1][8] - The conference aims to explore the integration of AI and security technology, addressing policy directions, industrial transformation, technological innovation, and development bottlenecks [1][8][9] Group 2: Agenda and Activities - The conference will feature expert reports, keynote speeches, high-level dialogues, project roadshows, and case promotions, with the main forum centered on "Innovative Applications of AI Large Models in the Security Field" [2] - Sub-forums will discuss topics such as low-altitude economy, low-altitude safety, and innovative applications of intelligent robots in security scenarios [2] Group 3: Participants and Collaboration - The conference will gather authoritative figures and industry elites from various fields, including representatives from government departments, local public security agencies, and leading security companies [2][3] - The goal is to foster collaborative development and innovative breakthroughs between AI and the security industry [2]

Core Viewpoint - The 2025 Science & Technology Innovator Conference focuses on "Embodied Intelligence as a New Engine for Industrial Transformation," aiming to bridge the gap between technology and product realization in the hard technology sector [4][6]. Group 1: Conference Overview - The conference will take place on September 5, 2025, at the Renaissance Hotel in Beijing, organized by the ZY&YR Innovation Hub [7]. - It will feature a variety of activities including award ceremonies, report releases, keynote speeches, peak dialogues, roundtable forums, and thematic presentations, covering the entire industrial chain of embodied intelligence [6][10]. Group 2: Key Themes and Objectives - The conference emphasizes "industry docking + resource empowerment," creating a service system characterized by "three databases and four chains" to facilitate the commercialization of cutting-edge technologies [4]. - It aims to provide a full-chain service model from demand-driven technology matching to capital support and real-world application, addressing the "last mile" challenge in technology-to-product transition [4][6]. Group 3: Notable Speakers and Sessions - Keynote speakers include Paolo Dario, Honorary Professor at the BioRobotics Institute, and Wang Tianmiao, founder of the ZY&YR Innovation Hub, who will present on the role of robotics and the landscape of China's embodied intelligence industry [10][11]. - The agenda includes discussions on technological evolution, commercial breakthroughs, and the critical points of embodied intelligence, featuring industry leaders and experts [12][14].