协创数据(300857)在互动平台上表示，公司具身智能服务平台Omnibot深度整合NVIDIA IsaacSim、 IsaacLab、Omniverse、GR00T和Cosmos等技术栈，为NVIDIA在机器人应用场景的重要合作伙伴。 Fcloud平台面向具身机器人本体开发者构建从数据到部署的端到端开发环境，包括仿真服务，数据服 务，训练服务和模型服务和云盘服务。 ...

Core Insights - The 2025 World Robot Conference (WRC) is taking place in Beijing from August 8 to August 12, featuring over 400 top scientists, international organization representatives, and entrepreneurs focusing on cutting-edge robotics technology and industry trends [2][3] - The exhibition includes three main pavilions showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies, with over 100 new products launched [2][3] - The humanoid robot industry is experiencing rapid growth, with a record number of participating companies and products at this year's conference [2][6] Pavilion A Highlights - Pavilion A features the Beijing Humanoid Robot Innovation Center and the National Local Co-built Humanoid Robot Innovation Center, showcasing the "Tian Gong" and "Hui Si Kai Wu" platforms [5] - JD.com is the exclusive global strategic partner, presenting over 50 advanced robotic products and announcing major strategic plans for the robotics industry [5][6] - UBTECH is debuting the industrial humanoid robot Walker S2, which integrates advanced technologies for complex tasks [5][6] Pavilion B Highlights - Pavilion B focuses on humanoid robot applications, with companies like Galaxy General showcasing the world's first fully autonomous retail capsule [13] - New products from various companies, including the Care-bot GR-3 and the MagicBot Z1, are being presented, emphasizing interactive and intelligent solutions [15][17] - The competition among humanoid robots is intensifying, with numerous companies unveiling innovative products and applications [13][18] Pavilion C Highlights - Pavilion C emphasizes components and supply chain manufacturers, showcasing technologies like dexterous hands and autonomous following robots [25] - The overall landscape of the humanoid robot industry is rapidly evolving, with significant growth in production and new company formations [25] Industry Growth and Projections - The humanoid robot sector has accelerated its development by 3-5 times over the past year, with a 35.6% increase in industrial robot production and a 25.5% increase in service robots in the first half of the year [25] - As of now, there are over 930,000 robotics-related companies in China, with more than 100,000 new companies established in the first half of the year, marking a 45% increase compared to the same period in 2024 [25] - Citigroup predicts that the global humanoid robot market will reach $7 trillion by 2050, with nearly 650 million humanoid robots expected to be in existence [25]

Core Insights - The article highlights the rapid growth and transformation of China's manufacturing industry, particularly in the field of industrial robotics, showcasing the success of companies like Efort Intelligent Equipment Co., Ltd. [4][5] Industry Overview - China is the world's largest producer of industrial robots, with a year-on-year production increase of 35.6% in the first half of the year [4] - The demand for industrial robots is driven by the ongoing push for intelligent manufacturing and the need for efficiency in production processes [5][6] Company Performance - Efort's production capacity has significantly increased, with a monthly output of around 2,000 robots, compared to an annual sales volume of 16,000 units last year [4][5] - The company expects to exceed 20,000 units in sales for the current year, reflecting a strong market demand [4][5] Market Dynamics - Efort has diversified its product offerings to cater to various sectors, including automotive and home appliances, in response to market needs [5] - The implementation of policies promoting the replacement of old consumer goods has led to increased production in related industries, benefiting Efort [5] Technological Advancements - Efort has collaborated with upstream component manufacturers to overcome technical challenges in producing high-performance industrial robots, enhancing product reliability and performance [6] - The company has successfully developed and deployed new robotic technologies in major domestic automotive manufacturers, such as BYD and Seres [6][7] Export Growth - China's industrial robot export market share has risen to second globally, with a 61.5% increase in exports in the first half of the year [7] - Efort has expanded its international presence, including the acquisition of an Italian robotics company to enhance its product offerings [7][8] Future Prospects - Efort is constructing a new super factory with an annual capacity of 100,000 robots, aiming to innovate in the area of "robots making robots" [8]

（一）重要市场新闻 1、美股三大指数收盘涨跌不一，道指跌0.51%，纳指涨0.35%，标普500指数跌0.08%，热门科技股涨跌 不一，AMD涨超5%，苹果涨超3%，Meta跌超1%，英特尔跌近3%。赫克拉矿业涨超13%，泛美白银涨 超7%。纳斯达克中国金龙指数收涨0.95%，热门中概股多数上涨，名创优品涨超3%，小鹏汽车、理想 汽车、京东涨超1%，哔哩哔哩跌超1%。 点评：2025年有望成为人形机器人开启从0到1阶段的关键时点，尤其是随着宇树、智元等行业头部公司 加速推进零部件性能升级和成本降低，人形机器人产业发展趋势愈发明朗，2025年有望成为行业爆发起 点。具身智能作为人工智能的重要分支，正逐步走向产业应用，推动专用机器人向通用机器人发展。随 着AI大模型加速驱动及科技公司研发积极推动，具身智能市场规模加速打开。预计未来五年，具身智 能的市场规模将持续增长，有望在2026年突破万亿规模。概念股包括东土科技、汉宇集团、汉威科技 等。 3、8月7日，RWA注册登记平台正式在中国香港地区上线，由香港Web3.0标准化协会发起，将打通RWA 资产代币化的数据化、资产化和金融化全过程服务体系。另据报道，蚂蚁数科正 ...

Group 1: Brain-Computer Interface Development - The Chinese government has issued implementation opinions to promote innovation in the brain-computer interface industry, focusing on the development of high-precision surgical robots for implanting brain-computer interfaces [1] - By 2027, breakthroughs in key technologies for brain-computer interfaces are expected, with the establishment of advanced technology, industry, and standard systems [1] - The industry aims to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises by 2030 [1] Group 2: Southbound Capital Inflows - As of August 7, southbound capital has recorded a cumulative net purchase of 894.5 billion HKD, surpassing the total net purchase for the entire year of 2024 by 111% [2] - Southbound capital has seen net inflows for three consecutive trading days, with significant purchases in Tencent, Alibaba, and Xiaomi [2] - There has been a notable increase in investor inquiries regarding Hong Kong Stock Connect business this year [2] Group 3: RWA Registration Platform Launch - The RWA registration platform has officially launched in Hong Kong, initiated by the Hong Kong Web3.0 Standardization Association, aiming to facilitate the entire process of RWA asset tokenization [3] - Three Web3.0 standards have been established, including guidelines and technical specifications for RWA tokenization [3] Group 4: Central Bank Operations - The People's Bank of China will conduct a 700 billion CNY reverse repurchase operation on August 8, with a term of three months, to maintain ample liquidity in the banking system [4] Group 5: U.S. Manufacturing Sector Challenges - U.S. manufacturing is facing ongoing pressure due to uncertainties from tariff policies, with economic activities related to manufacturing shrinking since Trump's administration [5] - The ISM reported a manufacturing PMI of 48% for July, indicating contraction, while the unemployment rate has risen and job creation has fallen short of expectations [5] Group 6: Semiconductor Industry Update - Semiconductor manufacturer SMIC reported a 1.7% decline in Q2 sales revenue to 2.209 billion USD, with a projected revenue growth of 5% to 7% for Q3 [7] - The company achieved a 22% year-on-year increase in sales revenue for the first half of the year, with a gross margin improvement [7] Group 7: Central Bank Gold Reserves - The People's Bank of China has increased its gold reserves for nine consecutive months, with a total of 739.6 million ounces as of the end of July [9] - The central bank's strategy aims to diversify its foreign exchange reserves away from the U.S. dollar [9] Group 8: Early Childhood Education Funding - The Ministry of Finance is committed to supporting local governments in improving early childhood education funding mechanisms, emphasizing the importance of increased investment [8] - Recent government meetings have reiterated the need for sustained financial support for the development of early childhood education [8]

●将围绕"创新创业、特区精神、人工智能"三大维度，开展为期九天的走读调研行活动 B08·圳少年 ●创新创业调研团、"我的深圳故事"采风团和新质生产力调研团 调研团队参观深圳市迁星智能科技有限公司生产研发的拳击机器人。 南都记者 许松龙 刘嘉琳 实 习生 程佳丽 摄 ●参与学生首次覆盖南山区所有公民办中小学，共有来自南山超百所中小学的100多名学生 ...

【环球时报报道 记者 杨沙沙】2025世界机器人大会8日在北京举办，200余家国内外优秀机器人企业亮 相。今年以来，中国国产机器人大规模集体亮相，掀起了以人形机器人为代表的新一轮发展高潮。长期 关注中美人形机器人的美国东北大学教授李向明，曾是中国国内首届计算机专业大学生，在美国经历了 早期IBM大型机转变成微机的过程，也曾亲历移动通信黄金时代，主导推出世界上第一台触摸屏Linux 智能手机摩托罗拉A760。李向明一直处于人工智能（AI）与机器人融合技术研究前沿，最近刚出版的 《人形机器人——产业变革、商业机遇与未来趋势》一书中，他通过40多个小故事，向读者展示了未来 10年至30年，人形机器人在教育、养老、医疗等多个场景参与人类生活的情形。在接受《环球时报》记 者专访时，他将思维拉回到30多年前，从实验室机器人讲起，对中美人形机器人产业做了深刻对比。 中美相当于踩在日本肩膀上 环球时报： 上个月在上海落幕的2025世界人工智能大会上，美国特斯拉将自己的人形机器人"擎天柱"带 到展台，很多专业人士对中美人形机器人的诸多细节进行了对比。您如何看待中美两国人形机器人目前 的发展水平？ 李向明： 我的判断是，今年是人 ...

"去年机器人销量为1.6万台。今年上半年，销量就达到1万台左右，全年预计能突破2万台。"埃夫特弧 焊产品总监尚旭冉介绍。 4年销量翻三番，今年仍有望保持超25%的高增速，如何做到的？ "先前，我们的产品更多销往光伏企业。近几年，根据市场需要，我们还研发和生产了适合汽车、家电 等制造的机器人产品。"在埃夫特副总经理张帷看来，消费品以旧换新政策带来新能源汽车、电子产 品、家电等销量大幅上升，推动相关企业扩大生产规模、提升生产效率，给埃夫特带来新的发展机遇， 同时，国家持续推动制造业智能化改造，下游企业对工业机器人的需求旺盛，公司有了更大的市场。 转体、伸展、挥舞手臂……走进安徽芜湖鸠江区的埃夫特智能机器人股份有限公司制造交付中心，映入 眼帘的是一批进行"上岗"前最后测试的工业机器人。一旁的一条生产线上，搬运、配对、组装，工人默 契配合，平均每小时就有一台机器人从这里下线。 我国是全球第一大机器人生产国，今年上半年，工业机器人产量同比增长35.6%。 "我们现在每个月要完成2000台左右的生产任务。"埃夫特生产管理负责人张飞介绍，"5年前，公司一年 的销量也才这么多。" 对此，钱潮智造（芜湖）有限公司设备部门负责人 ...

每经编辑｜陈鹏程 袁东 1 美国6月消费信贷数据公布 2 日本央行公布7月货币政策会议审议委员意见摘 EM 3 中国今日有1260亿元7天期逆回购到期 4 中国2025世界机器人大会将于8月8日—12日 在北京举办 5 财政部、税务总局:自8月8日起,对在该日期 之后（含当日）新发行的国债、地方政府债券、金 融债券的利息收入，恢复征收增值税 1 隔夜市场 美股三大指数收盘涨跌不一，道指跌0.51%，纳指涨0.35%，标普500指数跌0.08%，热门科技股涨跌不一，AMD涨超5%，苹果涨超3%，Meta跌超1%，英 特尔跌近3%。贵金属、工业金属与采矿、半导体设备与材料涨幅居前，赫克拉矿业涨超13%，泛美白银涨超7%，阿斯麦、科休半导体涨超3%。减肥药、网 络安全概念跌幅居前，礼来跌超14%，Zscaler跌超5%。纳斯达克中国金龙指数收涨0.95%，热门中概股多数上涨，名创优品涨超3%，小鹏汽车、理想汽 车、京东涨超1%，哔哩哔哩跌超1%。 WTI原油期货收跌0.73%，报63.88美元/桶。布伦特原油期货收跌0.69%，报66.43美元/桶。 COMEX黄金期货收涨1.44%，报3482.7美元/盎司。CO ...

Core Insights - A recent paper published in *Nature Communications* reports on a flexible sheet robot capable of agile movement and object manipulation [1] Group 1: Technological Advancements - The development of this flexible robot is expected to enhance applications in autonomous systems, environmental exploration, haptic displays, and intelligent healthcare [1]