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].

FORT 股票代码:688165 埃茨斯 25年半年报 图读懂 !!!!!! 01 核心业务销量增长 机器人市占率持续提升 (单位: %) 战略核心业务 5.5 工业机器人销量 5.4 - LI In I - 200/ ● 同比增大近 ← V /0 ● 增速高于市场平均增速 ● 公司机器人市场占有率从 2024年上半年的5.4%增长到 2025年上半年的5.5% (单位: %) 机器人业务占比 72.77 营业收入 · 72.77% 22.86 系统集成业务占比 营业收入 · 22.86% ● 公司聚焦机器人业务,战略收缩系统集成业务 (单位:%) 研发投入占营业 17.96 收入的比例 7.31 · 17.96% ● 同比提升 10.65个百分点 (单位: 亿元人民币) 营业收入 6.80 5.08 · 5.08亿元 ● 非战略业务系统集成业 务收入下降57.00% · 产品整体价格持续下 降,机器人业务收入小 幅下降7.44% (单位:亿元人民币) 归母扣非净利润 · - 1.59亿元 -1.03 -1.59 02 餐焦智能机器人业务 步夯实工业机器人头部地位 公司进一步聚焦资源投入智能机 器人这一战略主 ...

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].

权威共见机器人突破时刻 2025年8月26日 ，广东省人工智能与机器人产业创新产品与服务发布会（佛山专场）暨佛山市智能机器人产业高质 量发展大会在佛山中欧中心隆重举行。大会在 省人工智能与机器人产业创新发展工作领导小组办公室、佛山市人 民政府 指导下举办，汇聚 省市政府领导、行业专家及企业代表 近300人， 人 民日报、新华社、中央广播电视总台 等数十家国内外权威媒体齐聚现场， 共同见证这一行业里程碑时刻 。 作为机器人核心运动单元领域的国家标准制定者，天太机器人受邀重磅出席，并由 联合创始人张兴华先生发表 《国家标准落地：新型驱控一体化关节模组——加速人形机器人及家庭商用多场景部署革命》主题演讲 ，成为全 场瞩目焦点。 天太破局！重新定义关节模组性能上限 天太牵头制定的 《精密电驱动谐波齿轮模组通用技术规范》（GB/T 45865-2025）已于今年8月1日正式实施，成为 广东省首个机器人核心零部件国家标准。此次发布会上，天太基于该标准，震撼发布全新一代驱控一体化关节模 组，彻底 打破行业"轻量化即牺牲性能"的传统困局 ： • 样式超全面 ：本次全新发布径向、轴向旋转关节模组和直线关节模组，内置摆线减速器、 ...

探测地球附近行星体表面的熔岩洞穴对于科学研究和太空探索具有重要意义。这些洞穴提供抵御辐射和小陨石的 天然屏蔽，使其非常适合保存外生物特征和保护人造设施。使用机器人团队是探索外星熔岩洞穴的最安全、最具 成本效益的方式。尽管该方法已在地球上的类似场景中得到证明，但其对空间条件的适应需要进一步研究。 这里定义了一个熔岩洞穴勘探任务概念，包括四个任务阶段，由配备所需硬件和软件的三个机器人组成的异构团 队执行。这一任务概念在相关场景中得到了验证，即兰萨罗特岛（西班牙）的一个熔岩洞穴，机器人团队能够构 建周围区域和入口的三维模型，通过垂降引入侦察车并探索洞穴的内部。获得的结果证明了拟议的任务概念的可 行性，包括三辆下一代行星探测漫游车，它们经过协调以获得有关熔岩洞穴外部和内部形态的有意义的信息。 异构机器人团队由三个机器人组成：SherpaTT 、Coyote III 和月球移动仪器 （LUVMI-X） 。 SherpaTT 进行 了地表勘探并支持系留作。Coyote III 提供了地下探索能力，并能够从天窗垂降到熔岩管中。最后，LUVMI-X 探 索了地表，并配备了有效载荷发射器来分析天窗。 参与此次任务的第二辆火星车 ...

8月25日，福布斯正式发布「Forbes Asia 100 to Watch」年度评选榜单，旨在 关注亚太 地区快速崛起的小型企 业和初创企业， 凭借在全球高自由度灵巧手市场的领先表现、全面的产品体系以及工业半开放场景的应用能力， 灵心巧手成功入选「Forbes Asia 100 to Watch」工业制造类目 。 此次「Forbes Asia 100 to Watch」年度榜单评选已是福布斯的第五次评选，综合评估候选企业的行业影响力、 市场适应性、商业模式创新性、营收增长稳定性及融资能力等核心维度，生动展现了亚太地区初创企业与小型公 司的蓬勃生态。 如今亚太地区正益聚焦人工智能与深度科技领域，通过技术创新实现跨越式发展，形成持续进化 的创新生态。本榜单涉及的十大行业类别中，企业技术与机器人类目以16家入选的成绩高居第二位，体现了具身 智能产业在亚太地区的加速发展。 在资本市场表现上，本年度评选的百家上榜企业已累计融资近30亿美元，较去 年的20亿美元有大幅增长。 自成立以来，面对灵巧手行业国内市场低自由度产品深度内卷的格局 ，灵心巧手专注于高自由度、高性能灵巧手 产品的研发打造， 成功在国内开辟了全新的高自 ...