一、事件：世界机器人大会 2025世界机器人大会将于8月8日至12日举办，也是第十届大会。 目前大会已经成为我国机器人领域规模最大，规格最高，国际元素最丰富的顶尖会议，已成为世界机器人领域的品牌盛会。本届大会以"让机器人更智慧 让 具身体更智能"为主题，展览面积首次超5万平方米。 博览会展示内容重点聚焦人形机器人、机器人应用场景拓展、关键技术突破、前沿技术创新、新品首发等方面。 大赛还将举办共融机器人挑战赛、BCI脑控机器人大赛、青少年机器人设计大赛，同期举办"2025世界机器人大会脑控机器人赛会纪录挑战活动"，发布"2025 世界机器人大赛十大竞赛创新成果"等。 展商方面，大会拟邀请参与企业包括宇树科技、上海智元、乐聚、众擎等国内领军机器人企业，还将全力邀请特斯拉、1X等国际企业。 截至目前，费斯托、SMC、国地共建具身智能创新中心等近百家国内外企业已确认参展，预计参展企业数量将超200家，将汇聚近50家人形机器人知名整机 企业，百余款新品将在会期亮相。 站在当下环境向前看，市场科技主线地位稳固，人形机器人板块是继新能源汽车板块之后具备强成长性预期的行业，长周期内有望演绎新能源汽车"来时的 路"，板块趋势将 ...

作为一项突破性技术，其核心在于允许机器人在无需关机或人工干预的情况下，自主完成电池的更换， 一方面避免了因充电停机导致的任务中断，让人形机器人拥有连续作业能力，另一方面人形机器人自主 换电可以减少人力维护成本，提升整体生产效率。 在实际应用中，机器人可根据任务优先级自主选择换电或充电，从而实现动态能源管理。热插拔技术具 备物理隔离和快速断电机制，可以防触电和防爆，同时双电池系统可在主电池故障时无缝切换，保障关 键任务执行，从而实现冗余备份，增强人形机器人在工厂作业时的安全性与可靠性。 无需人工干预或关机，3分钟极速自主换电，在全新一代工业人形机器人Walker S2上，优必选全球首创 人形机器人热插拔自主换电系统，这项技术使得Walker S2具备7*24小时不间断工作能力，为智能制造 构建"永不停机的新质生产力"打造了坚实的基础。 人形机器人热插拔自主换电系统拥有3大核心技术亮点，包括：第一、原创双电池动力平衡技术：通过 实时电量监测与动态电能均衡技术，实现双电池同充同放，电池更换无缝切换，支持电池带电热插拔且 防止冲击电流和拉弧，进而保障人形机器人安全稳定持续运行；第二、标准化电池仓快换技术：设计标 准化 ...

"同一品牌的手术支架，专家操作成功率可达70%，普通医生仅50%。"强联智创（北京）科技有限公司（以下简 称"强联智创"）创始人、董事长兼总经理秦岚在接受北京商报记者专访时，向记者描述神经介入手术的残酷现实 ——在脑动脉瘤等生死攸关的手术中，材料相同，效果却天壤之别。 过去十年，中国神经介入医生从几十人扩至数千人，但顶尖专家仍屈指可数。三维空间想象力和复杂血管塑形技 术构筑了难以逾越的壁垒。医生们深陷反复试错循环：导管塑形不理想，退出重来；术中导管支撑不稳，材料脱 落，手术只能终止……患者轻则需二次手术，重则面临20%的复发风险。 "顶尖专家靠天赋和多年训练才能掌握，普通医生可能一辈子都跨不过这道坎。"秦岚坦言。强联智创的解法是用 物理建模+AI仿真技术，计算出与患者血管完美贴合的导管最优形态，精度远超人手。 算法方案需落地为精准动作。强联智创自主研发的机器人"塑形手指"，解决了人手无法企及的精细操作难题。这 只机械手指能在360度空间自由旋转，以微米级精度弯折塑形针。相较医生在手术台上凭经验反复调整，机器人确 保导管一次塑形成功，到位后稳定支撑，为后续支架释放筑牢根基。 技术攻坚背后是艰难的国产化突围。秦岚 ...

Group 1 - The Robot ETF (562500) has increased by 1.27% as of 14:02 today, with a gain of over 5% in the last five trading days, marking its first time above the 120-day moving average in two months, indicating a positive long-term trend [1] - Key component stocks such as Zhongdali De, Jingpin Special Equipment have seen gains exceeding 8%, while Dongjie Intelligent, Tianzhun Technology, and Leisai Intelligent also experienced upward movement [1] - The liquidity of the Robot ETF is strong, with an intraday turnover of 5.19% and a total transaction amount exceeding 800 million yuan, reflecting active trading and increasing volume [1] Group 2 - Hubei has initiated a "Robot Mobilization" campaign to create a globally influential humanoid robot industry cluster, officially releasing a three-year action plan and several measures to promote innovation in the humanoid robot industry, covering all aspects from technology research and development to manufacturing and service [1] - Donghai Securities indicates that domestic humanoid robot core components are showing significant competitive cost advantages, with key components achieving 60%-70% cost advantages compared to foreign counterparts, supporting large-scale promotion of domestic humanoid robots in both domestic and international markets [1]

Group 1 - The forklift industry experienced strong sales in June, with total sales of 137,570 units, representing a year-on-year increase of 23.1%. Domestic sales reached 83,892 units, up 27.3%, while exports totaled 53,678 units, increasing by 17.2% [1] - Cumulative sales from January to June amounted to 739,334 units, reflecting a year-on-year growth of 11.7%. Domestic sales grew by 9.79%, and exports increased by 15.2% [1] - The industry is undergoing a transformation towards automation and intelligence, with the rise of unmanned forklifts that, despite their higher price, offer greater economic benefits. This trend is expected to enhance industry profitability as penetration rates increase [1] Group 2 - The robotics industry ETF tracks a robotics index compiled by China Securities Index Co., which selects listed companies involved in robot manufacturing, component supply, and system integration to reflect the overall performance of the Chinese robotics sector [1] - Investors without stock accounts can consider the Guotai CSI Robotics ETF Initiated Link A (020289) and Guotai CSI Robotics ETF Initiated Link C (020290) [1]

Core Insights - The event highlighted Shandong's efforts to establish itself as a hub for robot innovation and application, showcasing the province's advancements in the robotics industry [1][3][6] Group 1: Industry Development - Shandong's equipment industry is experiencing strong growth, with robotics being a key focus for high-quality development [3][4] - The total R&D investment by Luoshi Robot has exceeded 1 billion yuan, with sales of industrial and collaborative robots projected to surpass 8,000 units by 2024 [4] - Niusidate's precision planetary gear reducers have an annual output of over 700,000 units, ranking first in China and second globally [5] Group 2: Company Innovations - Haier Robotics is developing a complete family robot matrix, including cleaning, rehabilitation, and service robots, aiming to enhance the quality of life through technology [5] - Shandong Youbote's humanoid robot "Xingzhe Taishan" has demonstrated excellent performance in complex terrains, showcasing the capabilities of domestic robots [5][6] Group 3: Market Potential - Shandong's dual advantages as an industrial and consumer powerhouse provide a vast market space for robotics [6] - Future initiatives will focus on integrating robotics into various sectors, including agriculture, public security, and healthcare, to meet diverse product demands [6]

Core Viewpoint - The Hubei Humanoid Robot Industrial Park is making significant progress in its development, supported by attractive policies aimed at fostering the entire humanoid robot industry chain, including R&D and market commercialization [1][4]. Policy Support - The park has introduced a "Golden Ten Measures" policy to support enterprises throughout their development cycle, covering technology R&D, complete machine manufacturing, component supply, and platform services [1]. - A three-year action plan for humanoid robot industry development has been officially released, aiming to create a globally influential industrial cluster [1]. Financial Incentives - The park has established a "project leader" mechanism for core technology breakthroughs, offering up to 2 million yuan in support for individual projects [2]. - Public service platforms, such as innovation centers, can receive up to 10 million yuan annually for construction support [3]. - The park encourages collaboration between complete machine manufacturers and component suppliers, providing up to 5 million yuan in dual incentives based on 8% of sales [3]. Project Support - Demonstration application projects can receive a subsidy of 50% of the investment amount, with a maximum support of 1 million yuan per project [3]. - Companies achieving annual sales of over 100 units for complete machines can receive a reward of 10% of sales, with a maximum reward of 10 million yuan [3]. - Major industrialization projects can receive support of up to 30% of total investment, with a cap of 500 million yuan [3]. Talent Attraction and Funding - The park offers housing subsidies of up to 50,000 yuan for high-level talents meeting the "3551" standard [4]. - A provincial investment fund for humanoid robots and AI has been established, with a total scale of 10 billion yuan, and the first phase of 1 billion yuan has been initiated [4]. - The park is actively inviting collaboration from government, industry, and investment sectors to build a future hub for the humanoid robot industry [4].

截至10:22，机器人ETF(562500)上涨0.46%。继盘初小幅低开后，快速实现翻红。成分股方面，中 大力德、伟创电气"双星闪耀"，涨幅近6%、东杰智能、石头科技、天智航等跟涨。流动性方面，机器 人ETF盘中换手2.18%，成交总额突破3亿元，伴随资金流入，有望进一步释放流动性。资金流入方面， 近5个交易日获得净流入5.27亿元，远超同类基金3亿+，成为市场投资机器人赛道的不二之选。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息方面，近日，智元机器人获得了正大集团旗下正大机器人的战略投资。 据了解，正大机器人 将依托集团在生命科技、新零售、新消费及康养服务等领域的深厚积累，助力智元机器人在生命科技、 新零售、新消费、康养服务等垂直领域进行全场景业务的探索开发，推动人形机器人在"人货场"融合场 景中的深度应用。 每日经济新闻 （责任编辑：张晓波 ） 国泰海通证券认为，人形机器人是高端技术的集大 ...

Core Viewpoint - The technology-themed funds, particularly in the humanoid robot sector, have gained significant attention and investment, with many new funds ending their fundraising early since July. The humanoid robot index has shown positive performance, with 22 out of 28 listed companies forecasting profit growth for the first half of 2025 [1][3]. Group 1: Market Performance - As of July 17, the humanoid robot index increased by 1.59%, with several stocks in the sector rising over 4% [3]. - The market for humanoid robots is expected to see substantial growth, with 2025 being referred to as the "Year of Humanoid Robots" [3][6]. Group 2: Investment Insights - Fund manager Li Chaoyu emphasizes the importance of selecting stocks based on long-term growth potential and sound business models, focusing on industry dynamics and company lifecycle stages [3][4]. - The performance of the fund managed by Li Chaoyu, Fangzheng Fubang Xinhong A, has yielded a return of 31.49% over the past year [3]. Group 3: Industry Drivers - The humanoid robot sector is experiencing increased market demand due to advancements in AI technology and a recovery in the consumer electronics market [6][8]. - Technological advancements in key components such as joints, reducers, and sensors are facilitating mass production of humanoid robots [7]. - Supportive government policies are clarifying the development path for the humanoid robot industry, enhancing resource allocation and capital investment [7]. Group 4: Business Collaborations and Efficiency - Collaborations with major strategic clients are accelerating market penetration and increasing core business output [8]. - The integration of production capacity and improved operational efficiency are leading to reduced manufacturing and management costs [8]. Group 5: Future Outlook - The market is optimistic about the humanoid robot sector, driven by large order placements and the anticipated maturity of products from key industry players like Tesla [6][9].

Core Viewpoint - The humanoid robot sector has shown remarkable performance in the stock market, driven by strong policy support and technological advancements, leading to increased investor confidence and market activity [1][2]. Group 1: Humanoid Robot Sector Performance - The humanoid robot sector experienced a significant surge, with companies like Nanjing Julong hitting a 20% limit up, indicating strong market momentum [1]. - Other companies such as Zhongdali De, Dongshan Precision, and Taijing Technology also reached their limit up, showcasing a robust upward trend in stock prices [1]. - The overall sector saw a substantial increase in trading volume, reflecting heightened market interest and enthusiasm [1]. Group 2: Policy and Technological Support - Government policies encouraging the development of artificial intelligence and robotics have created a favorable environment for research, production, and application in the humanoid robot industry [1]. - Key technological breakthroughs in AI algorithms, sensor technology, and servo systems have enhanced the intelligence and precision of humanoid robots, expanding their application scenarios [1]. Group 3: Related Sectors Benefiting - The rise of the humanoid robot sector has positively impacted related sectors, particularly core component manufacturing, including reducers, sensors, and servo motors, leading to increased order volumes and potential revenue growth [2]. - The artificial intelligence sector is also expected to benefit, as humanoid robots require advanced AI technologies for environmental perception and decision-making, creating new business opportunities for AI companies [2]. - The materials science sector stands to gain from the demand for new lightweight, high-strength, and wear-resistant materials for robot components, as the market for humanoid robots expands [2]. - The industrial automation sector will experience new growth dynamics through enhanced human-machine collaboration on production lines due to the integration of humanoid robots [2].