机器人明年迎量产大考
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-12-11 23:35

Core Insights - The 2025 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition will take place from December 12 to 14, focusing on real-world applications of humanoid robots in various sectors [1] - The competition emphasizes the importance of mass production capabilities for robots, with companies planning to expand both domestically and internationally [1] Group 1: Competition Highlights - The competition will test humanoid robots in real scenarios, including industrial production, social services, home assistance, emergency rescue, medical care, and artistic performance [1] - Aoyi Technology has invested millions to provide high-performance dexterous hands for the competition teams [2] Group 2: Technological Advancements - Aoyi Technology's COO revealed breakthroughs in dexterous hand technology, including the launch of the AP001 model with tactile force control and the upcoming AP002 model with advanced mixed tactile perception [4] - The competition is seen as a "stress test" for the commercial viability of humanoid robots, particularly in industrial settings [6] Group 3: Market Trends and Future Outlook - Aoyi Technology aims to expand into North America, Japan, South Korea, and Europe, focusing on mass production capabilities as a key competitive factor [11] - The goal is to reduce the cost of robots to 200,000 yuan, with a timeline of 3-5 years for large-scale deployment in manufacturing [11] Group 4: Government Support and Ecosystem - Shanghai has over 100 companies in the embodied intelligence industry, with a supportive ecosystem fostering innovation [12] - The local government has implemented a comprehensive support system for the industry, including financial tools and policies to reduce R&D costs [13] - Zhangjiang, as a core area for innovation in Shanghai, has attracted numerous companies and is working towards creating a world-class robotics industry ecosystem [14]