8月29日，优必选公布了2025年中期业绩报告。今年上半年，优必选实现营收6.21 亿元，同比增长 27.5%；实 现毛利2.17亿元，同比增长17.3%； 研发费用 2.18亿元 ， 占营收 35.1% 。报告期内，公司人工智能教育业务 与消费级机器人及其他硬件设备业务均实现了近 50%的同比增长。 展望未来，人形机器人落地应用加速。优必选基于全栈式核心技术积累，深耕应用场景，持续推进人形机器人在 工业制造、商用服务、科研教育、家庭陪伴等场景的应用落地，为锻造新质生产力及新型工业化提供新动能。 如需咨询 商务合作、 宣传推广、 转载开白等事宜，请联系：18355423366 (微信同号)对接。 END 75家机器人上市公司2024年报亮点 机器人行业上市公司2024年报出炉！谁领风骚看榜单 55家机器人上市公司2023年报看点：喜忧参半，洗牌加剧 孙立宁院士: 微纳感知赋能具身智能机器人创新发展 浙江大学熊蓉教授: 人形机器人具身智能发展挑战与进展 董凯处长：机器人具身 智能发展趋势研判 打响机器人概念股退市第一枪的为什么是它？ 仿生机器人技术新突破：向松鼠学习跨越 复杂地形的智慧 从"破格上市"到市值翻三 ...

机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初，工业和 信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密度较2020年实现 翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质量发展的能力明显增 强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机器人有望成为继计算机、智 能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来两周国内外机器人及人工智能领 域行业活动活动榜单 ，供大家参考。 2025.09.01-09.14 机器人及人工智能相关活动预告 1 2025中国（杭州）机器人创新产融对接大会 时间： 2025.09.04 地点： 浙大校友企业总部经济园 2 第四届机器人标准化和关键技术研讨会 时间： 2025.09.05 3 2025科技创变者大会 时间： 2025.09.05 地点： 北京中关村东升科技园万丽酒店 主办单位： 智友·雅瑞科创平台 4 第三届全球手术机器人大会 ...

Core Viewpoint - Bionic robots are emerging as a new type of military technology, with various applications in reconnaissance, transportation, and explosive ordnance disposal, showcasing their potential in modern warfare [1][2][4]. Classification of Bionic Robots - Bionic robots can be categorized based on their tasks into logistics, intelligence reconnaissance, and mine clearance, and can be further divided into underwater, aerial, and ground types [1]. - Aerial bionic robots are primarily used for reconnaissance due to their agility and ability to operate without terrain constraints, making them effective for surveillance and disruption tasks [1]. - Underwater bionic robots, such as Robosea's BIKI, are capable of multiple tasks including reconnaissance and mine clearance, benefiting from their realistic appearance and maneuverability [1][2]. - Ground bionic robots, often referred to as "robot dogs," have been developed by the U.S. military for various tasks including patrol and reconnaissance, with models like Vision 60 capable of carrying weapons for frontline operations [2]. Future Development of Bionic Robots - The future of bionic robots is promising, with potential advancements in miniaturization, increased similarity to biological counterparts, and the development of swarm capabilities [4][5]. - Miniaturization will enhance the stealth and deployment flexibility of bionic robots, allowing them to perform reconnaissance in confined spaces [4]. - Increasing the resemblance of bionic robots to real animals will improve their effectiveness in military reconnaissance and espionage tasks [4]. - The concept of swarm behavior in bionic robots could lead to enhanced operational efficiency in large-scale reconnaissance and attack missions, providing strategic advantages [5]. - As military bionic technology continues to evolve, these robots are expected to play a significant role in future unmanned warfare, taking on high-risk tasks traditionally performed by humans [5].

Core Viewpoint - Surgical robots are rapidly transforming modern healthcare, representing a significant technological revolution and serving as a benchmark for a country's innovation and high-end manufacturing capabilities [1]. Group 1: Industry Overview - Surgical robots encompass a range of applications from minimally invasive laparoscopic surgeries to complex orthopedic procedures, and they integrate mechanical engineering, artificial intelligence, and clinical medicine [1]. - A number of Chinese companies with independent innovation capabilities are emerging in the surgical robot sector, breaking technological monopolies and creating solutions tailored to local clinical needs [1]. Group 2: Company Highlights - **Tianzhihang Medical Technology Co., Ltd.**: Founded in 2005, it focuses on orthopedic surgical robots and is the first in China to obtain a medical robot registration license. Its core product, the Tianji orthopedic surgical robot, covers multiple surgical indications [4]. - **Kangnuo Stent Robotics (Shenzhen) Co., Ltd.**: Established in 2019, it specializes in high-end surgical robots. Its Sentire laparoscopic surgical robot features high dexterity and immersive 3D imaging [7]. - **Baihui Weikang**: Founded in 2010, it focuses on neurosurgery and oral surgery robots, with its neurosurgery robot achieving a positioning accuracy of within 0.3 mm [10]. - **Sizhe Rui**: Established in 2013, it has a diverse product matrix covering various surgical fields and is in the process of IPO [12]. - **Shanghai MicroPort Medical Robotics Group**: Launched in 2014, it developed the world's first laparoscopic surgical robot applicable for remote surgeries across all departments [14]. - **Huake Precision**: A leader in neurosurgery medical devices, it is the only Chinese neurosurgery robot to receive FDA certification [17]. - **Xinjunte Intelligent Medical Devices**: Founded in 2015, it focuses on intelligent orthopedic surgical robots and has developed a navigation system for spinal surgeries [20]. - **Suzhou Zhuzheng Robotics Co., Ltd.**: Established in 2016, it provides digital solutions for spinal surgeries and has developed a surgical navigation system [23]. - **Yuanhua Intelligent Technology**: Founded in 2018, it is the only company in China with the capability to independently develop all core components of orthopedic surgical robots [26]. - **Jianjia Medical Technology**: Established in 2018, it has developed the first domestic surgical robot platform covering both hip and knee joints [31]. - **Yake Wisdom**: Founded in 2017, it specializes in dental implant surgical robots and has developed a digital design software for precise operations [34]. - **Weigao Group**: A leading medical device company with multiple subsidiaries focusing on various robotic applications, including minimally invasive orthopedic robots [38]. - **Qiaojieli Medical Robotics**: Founded in 2022, it focuses on flexible endoscopic surgical robots and has completed A+ round financing [41]. - **Shu Rui Robotics**: Established in 2014, it specializes in minimally invasive surgical robots and has initiated its A-share IPO process [44]. - **Zhenjiankang Medical Technology**: Founded in 2018, it focuses on AI and robotic control technologies for soft tissue procedures [47]. - **Luo Senbo Technology**: Established in 2017, it has developed an intelligent orthopedic robot for complex pelvic fracture treatments [50]. - **Jingzhen Medical Technology**: Founded in 2018, it focuses on AI-driven digital medical solutions, including surgical robots [53]. - **Tao Dao Medical Technology**: Established in 2019, it provides robotic solutions across multiple surgical fields [56]. - **Sainuo Micro Medical Technology**: Founded in 2015, it focuses on minimally invasive surgery and has developed a comprehensive solution platform [59]. - **Shenzhen Jingfeng Medical Technology**: Established in 2017, it offers a complete range of surgical robots for minimally invasive procedures [62].

Core Viewpoint - The company is focusing on enhancing its core business in industrial robotics, achieving a slight increase in market share while strategically reducing its system integration business [2][4]. Group 1: Business Performance - The company's robot market share increased from 5.4% in the first half of 2024 to 5.5% in the first half of 2025 [2]. - The revenue from the robot business accounted for 72.77% of total revenue, while system integration business contributed 22.86% [2]. - The company reported a total revenue of 5.08 billion RMB, with a 57% decline in non-strategic system integration business revenue and a 7.44% decrease in robot business revenue [3]. Group 2: Strategic Focus - The company is concentrating resources on the intelligent robot sector, participating in national key research projects, and leading the establishment of a "High-speed and High-precision Technology Innovation Consortium" [3]. - The company is actively reducing the scale of its domestic system integration business and selling equity in its Brazilian subsidiary to recover funds while expanding into aerospace system integration [4]. Group 3: Technological Development - The company is rapidly advancing its general technology base for intelligent robots, focusing on a hybrid expert MOE architecture that integrates various core modules [5]. - The technology base is designed to address the challenges of using robots for small-batch production in the manufacturing industry, consisting of three main modules: "墨斗IDE," "Openmind OS," and "大衍数据平台" [5]. Group 4: Product Expansion - The company is expanding its robot family with new models, including a heavy-duty SCARA series with a maximum load of 65 kg and various platform models for different applications [7][9]. - The company has launched new models in the heavy-duty category, enhancing usability and aiming for domestic substitution of foreign spray robots [9]. Group 5: Industry Applications - The company has secured bulk orders for welding and spraying robots from leading domestic new energy vehicle manufacturers, indicating its capability for import substitution in the automotive sector [10]. - In the electronics manufacturing sector, the company is experiencing rapid growth by collaborating with major players like Foxconn and BYD Electronics [11]. Group 6: Certifications and Recognition - The company has achieved multiple certifications for its robots, including CE and NRTL certifications, and has been recognized as an excellent innovative enterprise in Anhui Province [13]. - The company received awards for its contributions to the field of artificial intelligence and was recognized at the "Embodied Intelligence Application Benchmarking Award" [13]. Group 7: Future Strategy - The company plans to continue investing in the general technology base for intelligent robots and enhance its overseas business management to adapt to market changes [14]. - The company aims to build new factories to meet future market demands and expand its high-end manufacturing services [14].

Core Viewpoint - The article emphasizes the growing importance and potential of humanoid robots in addressing future labor shortages and enhancing productivity across various sectors, driven by advancements in technology and supportive government policies [1][4][5]. Industry Overview - The 2025 Data Expo in Guizhou highlighted the latest advancements in humanoid and foot robots, showcasing the industry's focus on integrating these technologies into everyday life and work environments [1]. - The global expectation for humanoid robots has surged, with predictions of their numbers reaching 200-300 billion units, reflecting optimism about market potential and rapid technological advancements [3]. Technological Challenges and Progress - The humanoid robot industry has faced three main challenges: reliance on imported core components, issues with movement stability, and a weak theoretical foundation. However, significant progress has been made in achieving component localization, improving movement stability through AI, and enhancing computational capabilities [4][5]. - The focus of humanoid robot development has shifted from basic mobility to achieving embodied intelligence, which requires interdisciplinary collaboration and advancements in various technologies [5]. Practical Applications - Humanoid robots have already been deployed in practical applications such as patrol and emergency firefighting in Guizhou, indicating their growing role in real-world scenarios [6]. - The company plans to leverage Guizhou's big data industry to further integrate humanoid robots with data technologies, exploring additional application scenarios [6].

Core Viewpoint - The global robotics industry is experiencing both inevitable trends and multiple challenges, with regional characteristics and global trends intertwining to shape its future [3][4]. Part 01: Asia - Asia is characterized by a "China-led, multi-polar collaboration" model, with China increasing its industrial robot installation by 5% in 2024, raising its global market share from 51% to 54% [8][9]. - The growth in China's robotics sector is driven by the electronics industry and the metal machinery sector, with industrial robot production rising from 33,000 units in 2015 to 556,000 units in 2024 [8][9]. - Regional disparities in robotics development are evident, with the Beijing-Tianjin-Hebei region focusing on humanoid robots and intelligent technology, while the Yangtze River Delta is seeing significant growth in industrial and service robots [13][14]. Part 02: Europe and North America - Europe saw a 6% decline in industrial robot installations in 2024, yet maintained a historical high, with growth driven by sectors like plastics and food rather than automotive [20][21]. - North America experienced a 9% drop in industrial robot installations, but diversification into non-automotive sectors is evident, with companies focusing on practical solutions rather than humanoid robots [22][24]. Part 03: Middle East and Emerging Markets - The Middle East is leveraging national strategies to rapidly develop its robotics industry, with the UAE planning to deploy 200,000 robots by 2032 [25][28]. - Emerging markets like ASEAN are witnessing significant growth, with the region's robot market expected to reach $1.48 billion by 2025, driven by diverse applications in agriculture and logistics [19]. Part 04: China's Robotics Industry - China's robotics industry is transitioning from a participant to a leader, with a full-chain innovation capability that includes basic research, application transformation, and industrial landing [34][35]. - The country is focusing on "scene innovation" to drive industry iteration, with companies like Qianlong Robotics achieving significant global sales and application in various sectors [35][36]. Part 05: Global Trends - The global robotics industry is at a critical point of scaling applications, with three major trends reshaping the landscape: technology democratization, scene integration, and governance collaboration [38]. - The emphasis on sustainable development and ethical considerations is becoming a global consensus, with international organizations and companies working together to establish standards and frameworks [37][38].

Core Viewpoint - The article highlights the significant advancements in the robotics industry, particularly focusing on the launch of new standards and products by Tiantai Robotics, which aims to revolutionize the performance and accessibility of robotic components and systems [2][4][7]. Group 1: Event Overview - The Guangdong Province AI and Robotics Industry Innovation Product and Service Release Conference was held in Foshan, attended by nearly 300 government officials, industry experts, and media representatives [2]. - Tiantai Robotics was a key participant, with its co-founder delivering a keynote speech on the implementation of national standards for robotic components [4]. Group 2: Product Innovations - Tiantai Robotics introduced a new generation of integrated drive and control joint modules, breaking the traditional notion that lightweight design compromises performance [7]. - The new joint modules are extremely lightweight at only 310g and can lift objects weighing up to 30kg, achieving a weight-to-lift ratio of nearly 100 times [9]. - The modules feature a rated torque range of 5-320 N.m, suitable for various applications from precision surgery to automotive welding [12]. - The pricing of the joint modules has entered the three-digit range, with a cost reduction of over 50%, significantly lowering the entry barrier for humanoid and collaborative robots [14]. Group 3: Market Impact and Future Plans - Tiantai Robotics announced a groundbreaking order for 10,000 humanoid robots aimed at home use, focusing on health monitoring, emotional companionship, and home security [17]. - The new robot integrates multiple innovative features, including health monitoring and interactive entertainment, with a target price of under 50,000 yuan, making advanced robotics accessible to ordinary households [19]. - The company is committed to driving the widespread adoption of robotics across various sectors, including family services, logistics, entertainment, and security, with multiple products already receiving significant pre-orders [21][23].

Core Viewpoint - The exploration of lava tubes on nearby planetary bodies is crucial for scientific research and space exploration, providing natural shielding against radiation and micrometeorites, making them suitable for preserving extraterrestrial biological signatures and protecting human-made facilities [1] Group 1: Exploration Concept - A lava tube exploration mission concept is defined, consisting of four mission phases executed by a heterogeneous team of three robots equipped with necessary hardware and software [1] - The mission concept has been validated in relevant scenarios, such as a lava tube on Lanzarote Island, Spain, where the robot team successfully constructed 3D models of the surrounding area and the entrance [1] Group 2: Robot Team Composition - The heterogeneous robot team comprises three robots: SherpaTT, Coyote III, and LUVMI-X [3] - SherpaTT conducts surface exploration and supports tethered operations, while Coyote III provides underground exploration capabilities and can descend into lava tubes [3] - LUVMI-X is designed to study lunar volatiles and can collaborate with SherpaTT for autonomous navigation and mapping [3][14] Group 3: Robot Specifications - SherpaTT is a hybrid wheeled-legged rover weighing approximately 210 kg, equipped with autonomous navigation and mapping capabilities, and has a maximum payload of 25 kg [10] - Coyote III is a lightweight (~20 kg) rover designed for rapid descent and exploration of narrow lava tubes, equipped with ground-penetrating radar (GPR) for underground exploration [11] - LUVMI-X is a cost-effective rover designed for resource potential studies, capable of carrying configurable payloads for various scientific tasks [14] Group 4: Advantages of the Mission Concept - The mission concept offers two main advantages: detailed representations of the surface and steep areas before tethered descent, ensuring only feasible traversable areas are attempted, thus reducing the complexity of autonomous navigation during controlled descent [14] - The exploration rover can detach from its tether, communication, and power systems, allowing for more flexible navigation within the cave [14]

Core Viewpoint - The article highlights the recognition of Lingxin Qiaoshou as one of the "Forbes Asia 100 to Watch" in the industrial manufacturing category, showcasing its leading position in the high freedom dexterous hand market and its innovative product offerings [1][3]. Group 1: Forbes Asia 100 to Watch - The "Forbes Asia 100 to Watch" list aims to spotlight rapidly growing small and startup companies in the Asia-Pacific region, with a focus on their industry influence, market adaptability, and innovative business models [3]. - This year's list features 100 companies that have collectively raised nearly $3 billion, a significant increase from $2 billion the previous year [3]. Group 2: Lingxin Qiaoshou's Market Position - Lingxin Qiaoshou has established a dominant position in the global high freedom dexterous hand market, capturing over 80% of the market share [3]. - The company has successfully developed high-performance dexterous hand products, overcoming production challenges and achieving mass production capabilities, making it the only company able to produce thousands of high freedom dexterous hands [3][5]. Group 3: Product Offerings - The Linker Hand product line includes the newly launched "Industrial Master" series, featuring the Linker Hand L6 and L20, which utilize a new "super strong electric cylinder" drive module with an efficiency of 90%, more than double that of traditional products [5]. - The L10, L20, and L30 models offer over 20 degrees of freedom, catering to various drive methods and meeting the demands of open scene dexterous operations [5]. Group 4: Funding and Market Attention - Lingxin Qiaoshou has garnered significant attention in the capital market, completing seed and angel round financing exceeding hundreds of millions, with backing from several well-known investment institutions [5]. - The funding will enhance the company's technological capabilities and contribute to the data collection efforts in the field of embodied intelligence [5][6]. Group 5: Future Development - The company is accelerating the research and production of new products, aiming to evolve dexterous operations from hardware to data and large models, entering a new phase of rapid development [6]. - Lingxin Qiaoshou is committed to continuous innovation and aims to maintain its leadership in both the Asia-Pacific and global markets [6].