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从赛场到市场:优理奇如何用“两金一银”诠释人形机器人的算法突破与商业落地
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-08-19 01:22

Core Insights - The core focus of the article is on the performance of Youliqi's Wanda series humanoid robots at the 2025 World Humanoid Robot Games, where they excelled in practical tasks rather than flashy displays, winning multiple awards in hotel cleaning and concierge services [1][4][12]. Group 1: Competition Performance - Youliqi's Wanda series completed a series of practical tasks such as entering a room, identifying trash, picking up waste paper, and cleaning the floor, which earned them two gold medals and one silver medal [1]. - The competition emphasized technical stability, with tasks designed to mimic real-world scenarios, requiring robots to autonomously handle various materials and objects [3][4]. - Youliqi's performance was characterized by high task completion rates and environmental adaptability, showcasing their reliability in complex scenarios [3][6]. Group 2: Product Design and Strategy - Youliqi's approach reflects a focus on solving real-world problems rather than showcasing flashy capabilities, positioning them differently from competitors like Yushu Technology [5][12]. - The Wanda series is equipped with advanced technology, including a self-developed high-torque density joint module and an 8-axis robotic arm system, enabling stable motion and task switching [6][7]. - The company has established a modular algorithm architecture that allows for task switching across various service scenarios, including elderly care and educational demonstrations [9][13]. Group 3: Market Position and Future Outlook - Youliqi has begun small-scale deliveries of the Wanda robots, with contracts signed with multiple hotel groups and property management companies, amounting to several tens of millions [8]. - The company is focusing on complex cleaning services, which raises the entry barrier but allows for easier adaptation of their technology to other tasks once proven successful [8][9]. - By launching Wanda on platforms like JD.com, Youliqi aims to gather market feedback and understand user acceptance, which is crucial for future product development [11].