星航资本管理合伙人袁兵表示："人形机器人是继智能手机、智能汽车后的下一代颠覆性终端。众擎团队凭借深厚的硬件研发基因、清晰的具身智能技术 路线图，以及覆盖科研、工业、家庭场景的产品矩阵，已跻身行业头部阵营。星航看好众擎推动人形机器人在工业制造、商业服务等场景的快速落地，也 持续协同众擎探索上游合作及下游应用机会，期待其成为全球人形机器人产业化进程的重要推动者。" 银泰集团副总裁、银柏投资总经理王顺表示："赵 同阳是一位连续成功的创业者，具备丰富的产业经验和强大的团队领导力。在他的带领下，众擎团队在短时间内迅速崛起，成为国内知名的具身智能机器 人公司。团队不仅在核心零部件方面实现了全栈自研，还与多家产业投资方深度合作，持续打磨产品。凭借这些优势，众擎在具身智能领域展现出广阔的 发展潜力。" 投资界7月21日消息，2025年7月，众擎机器人正式完成两轮融资，其中Pre-A++轮由小鹏汽车作为基石出资人发起设立的星航资本投资；A1轮融资由京东 领投，宁德时代旗下溥泉资本、银泰集团等产投，以及华控基金、达晨财智旗下国晨基金、黄浦江资本等财投参投。同时，中东资本、国香资本、弘晖基 金、浔商创投、包河创投等老股东也参与了这 ...

Group 1 - The National Robot Industry Index (980022) has shown a strong increase of 1.48% as of July 21, 2025, with constituent stocks such as Jinaobo (002917) hitting the daily limit up, and others like Zhongdali De (002896) and Mingzhi Electric (603728) rising by 7.86% and 4.74% respectively [1] - The Robot 50 ETF (159559) has also increased by 1.57%, reaching a new high in both scale at 693 million yuan and shares at 574 million [1] - The Robot 50 ETF has seen continuous net inflows over the past 8 days, with a maximum single-day net inflow of 42.11 million yuan, totaling 123 million yuan [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the National Robot Industry Index account for 39.84%, including companies like Shuanghuan Transmission (002472) and Stone Technology (688169) [2] - UBTECH has won a procurement project for robot equipment from Miyi (Shanghai) Automotive Technology Co., amounting to 90.51 million yuan, indicating strong market activity in the robotics sector [2] - According to Dongfang Securities, leading companies in the robotics sector are accelerating their actions in the capital market, reflecting increased confidence in the growth of the robotics industry [2]

编者按：近年来，随着人工智能应用逐渐从虚拟环境拓展到物理世界，具身智能已成为备受瞩目的前沿 领域，并被2025年政府工作报告列为须重点培育的未来产业之一。具身智能不限于特定的形态，人形机 器人是其重要载体之一，当与检验检测、互联网、大数据技术深度融合并应用于特定场景，可显著提升 检测效率与准确性、保障人员和样品安全、优化资源配置，推动检验检测行业迈向全新的发展模式。 当前，具身智能机器人行业正经历从技术验证到规模量产的关键转折。主流具身智能机器人在动态平 衡、续航能力和环境适应性等方面已达到商业化应用门槛。而检验检测领域正有很多精细化、高频次、 重复性工作急需机器人予以替代。可见，具身智能机器人技术在检验检测行业的应用，既是技术发展的 必然趋势，也是行业升级的迫切需求。以下从可行性、必要性及实施挑战三个维度进行系统分析，并结 合产业实践提出发展路径建议： 技术可行性分析 1.多模态感知技术日渐成熟 (1)视觉检测：已实现对车标、车灯的毫米级质检，准确率超99%，其深度学习算法能识别微米级缺陷。 (2)力/触觉传感：工信部要求2025年触觉传感器力检测范围覆盖0.1-240N/cm？，精度±5%，满足精密装 配 ...

Group 1 - The core viewpoint is that the intelligent upgrade in the forklift industry is driving significant sales growth, with June sales data showing promising results [1] - The forklift industry is experiencing a shift towards automation and intelligence, with higher-priced unmanned forklifts expected to enhance profitability as their penetration rate increases [1] - The overall valuation of the industry is currently low, indicating a safety margin for potential investors [1] Group 2 - The Robot Industry ETF (159551) has risen over 1.5%, reflecting positive market sentiment towards the robotics sector [1] - The ETF tracks the robotics index (H30590), which includes publicly listed companies involved in robotics manufacturing, system integration, and application [1] - Investors without stock accounts can consider the Guotai Zhongzheng Robot ETF Initiated Link A (020289) and Link C (020290) for exposure to the robotics sector [1]

Group 1 - The robotics sector is experiencing significant activity, with the Yushun Robotics Concept Index rising over 5% and the Robotics ETF (562500) increasing by 1.14% during early trading [1] - Major stocks in the sector include Zhongdali De, which surged by 8.55%, and Jiangsu Leili, Jingpin Special Equipment, and Mingzhi Electric, all of which saw gains exceeding 6% [1] - The liquidity in the Robotics ETF was notable, with a turnover rate of 3.51% and a total transaction volume of 550 million yuan within the first half hour of trading, indicating strong market interest [1] Group 2 - Human-shaped robot companies are entering a phase of business growth, highlighted by significant procurement orders, including a 120 million yuan order from China Mobile and a 90.51 million yuan project from Mi Yi (Shanghai) Automotive Technology [1] - The human-shaped robot sector is experiencing a recovery in sentiment, driven by previous market corrections and positive developments in the domestic and international robotics supply chain [1] - The completion of IPO counseling by Yushun Technology is expected to attract widespread attention and further stimulate capital expenditure across the industry [1]

上周五，A股三大指数集体上涨，截至收盘，沪指涨0.5%报3534点，创年内收盘新高；深证成指涨 0.37%；创业板指涨0.34%。 中信建投（601066）证券表示，近期市场热议"高切低"，当前A股市场结构性分化加深，宏观结构分化 加之海外边际压力仍存或将支撑分化结构持续，因此预期"高切低"难以破局，新赛道仍为胜负手。此 外，半年报预告亦呈现结构分化态势，新赛道多预喜与传统赛道疲软形成对比；行情方面，指数震荡上 行趋势未改，新赛道释放较强资金承接力，助推行情"上台阶"，若有短期调整，则是布局时机；行业配 置方面，政策支持、技术迭代及需求放量三条主线催化"新机智药"持续景气，红利板块为波动对冲中的 辅助配置。 今日投资机会解析 中信建投证券表示，宇树完成IPO辅导备案，头部国产机器人本体厂商加快推进资本化进程，预计将得 到广泛关注，并进一步促进全行业资本开支增加。海外方面，特斯拉人形机器人仍在持续优化方案，国 内相关供应链企业也释放出积极信号。看好板块表现，后续2025世界人工智能大会、2025世界机器人大 会、2025世界人形机器人运动会等多项重磅活动均有望为板块带来持续催化。 高级别自动驾驶发展加速 据悉， ...

此外，据知情人士对新浪科技透露，京东还将于7月底举办的WAIC上，宣布附身智能品牌JoyInside与众 多机器人企业的合作，包括近期爆火的AI潮玩和AI教育机器人，覆盖了市面上的主流头部消费机器人 品牌。 此前，业界就关注到京东在密集布局机器人投资，5月就参与投资了智元机器人。据新浪科技了解，在 京东内部也成立了相关业务部门，有多个团队沿不同路线探索落地可能性。 据透露，京东内部的一支重要力量，就是附身智能品牌JoyInside，通过将京东角色大模型驱动的对话智 能体植入机器人、机器狗、AI玩具等硬件中，为用户提供情感陪伴。截至目前，京东已经与十余家头 部机器人品牌达成合作，其中包括众擎PM01京东JoyInside机器人。另一家刚开售的AI潮玩也接入了 JoyInside能力，在京东独家发售，也将于WAIC上宣布 新浪科技讯 7月21日上午消息，京东完成三家具身智能领域头部企业的投资。千寻智能完成6亿元 PreA+轮融资，由京东领投。逐际动力（LimX Dynamics）完成新一轮融资，由京东战略领投，并且将 深化与京东在零售、物流和服务等领域的协同合作。众擎机器人完成两轮融资，其中A1轮融资由京东 领投 ...

Group 1 - The humanoid robot concept stocks are experiencing a surge, with Changsheng Bearing (300718) rising over 15% [1] - Jinfa Technology (600143) and Sichuan Jinding (600678) have reached the daily limit up [1] - Xin'an Co., Ltd. (600596), Wolong Electric Drive (600580), and Zhongdali De (002896) are among the top gainers [1] Group 2 - Yushu Technology has initiated the listing guidance process as per the China Securities Regulatory Commission [1]

Market Overview - The AI ETF from Huaxia (589010) closed up 0.39% on July 18, with leading stocks like Foxit Software rising 4.99% and Hehe Information up 4.24% [1] - The Robot ETF (562500) remained flat, showing balanced market forces, with Zhongdali De leading at 5.04% and Dongjie Intelligent up 3.74% [1] - The trading volume reached 896 million yuan, with a turnover rate of 5.75%, indicating a stable market sentiment [1] - The Robot ETF's scale hit a new high, increasing by 730 million yuan to reach 15.529 billion yuan, surpassing the total scale of similar funds [1] Key Developments - UBTECH Technology won a robot equipment procurement project worth 90.5115 million yuan, setting a record for the largest contract amount for humanoid robots globally [2] - UBTECH also launched the world's first humanoid robot Walker S2, which supports autonomous battery swapping, with plans to deliver 500 units for smart manufacturing within the year [2] - The Shanghai Artificial Intelligence Laboratory released the DeepLink technology solution for large-scale cross-domain mixed training, marking a breakthrough in inter-provincial connectivity for large models [2] Industry Insights - Dongfang Securities believes that domestic humanoid robots are accelerating breakthroughs and may lead the global industry landscape [3] - The humanoid robot industry has become a national strategy in China, with expected policy support strengthening and core component localization narrowing the R&D gap [3] - The long-term investment value of domestic humanoid robot manufacturers and OEMs is viewed positively, with manufacturers benefiting from algorithm and brand positioning in high-growth scenarios [3]

NO.1 工信部：推动人形机器人、脑机接口等未来产业创新发展 每经记者｜杨建 每经编辑｜肖芮冬 ｜2025年7月21日 星期一｜ NO.6 国家出口管制工作协调机制办公室部署推进打击战略矿产走私出口专项行动 7月19日，国家出口管制工作协调机制办公室组织商务部、公安部、国家安全部、海关总署等单位，在 广西南宁召开打击战略矿产走私出口专项行动推进会，会议指出，专项行动启动以来，各有关部门深入 贯彻落实党中央、国务院决策部署，成立专班、迅速行动，制定方案、明确任务，对战略矿产走私出 口"零容忍、出重拳"，不断加大执法办案力度，侦办了一批战略矿产非法出口案件，抓获了一批走私犯 罪嫌疑人，专项行动取得阶段性成效。 工业和信息化部总工程师谢少锋7月18日在国新办新闻发布会上表示，下一步，持续培育发展动能。组 织实施国家科技重大专项和国家重点研发计划，开展专项行动，培育新产业、打造新动能，加快发展生 物制造、低空产业。推动人形机器人、元宇宙、脑机接口等未来产业创新发展，超前布局新领域新赛 道。 NO.2 张国清出席中国雅江集团有限公司成立大会并揭牌 据新华社报道，中国雅江集团有限公司成立大会近日在京举行，张国清出席并为公 ...