云迹科技以“具身+离身+生态”驱动,多场景落地引领服务机器人新阶段
Sou Hu Cai Jing·2025-12-30 10:25

Group 1 - The core viewpoint of the news is that Cloudwalk Technology (02670.HK) has been awarded the "Most Investment Value Award" at the 2025 Zhito Finance Investment Annual Conference, recognizing its technological advancements and commercial achievements in the service robotics sector [1][8] - The award is based on comprehensive data analysis, a scientific evaluation system, and expert opinions, aimed at identifying companies that demonstrate exceptional influence and growth value in the capital market [1] - Cloudwalk's recognition signifies its contributions to the scaling and intelligent evolution of service robots, receiving acknowledgment from both the market and professional institutions [1] Group 2 - In 2025, "embodied intelligence" will be officially included in the national five-year planning system, positioning it alongside cutting-edge fields like quantum technology and brain-computer interfaces as a key driver of new productive forces [3] - Cloudwalk Technology focuses on "evolutionary AI service agents," integrating "embodied" and "disembodied" intelligence to create an innovative path that combines technological advancement with commercial viability [3] Group 3 - The service robotics industry is entering a new phase characterized by "scene-driven" and "system integration" approaches, where merely enhancing hardware or optimizing single algorithms is insufficient to meet the complex demands of efficiency and adaptability [4] - Cloudwalk has established a "three-in-one" framework of "embodied intelligence + disembodied intelligence + ecosystem," showcasing a systematic layout and ecological thinking that integrates robots, AI, and real-world data [4][6] Group 4 - Cloudwalk's intelligent ecosystem has expanded into various fields, including healthcare, factories, and retail, with each new application not merely replicating technology but deeply integrating intelligent systems with business logic [5][9] - The company emphasizes a "scene-driven" development logic, focusing on deepening its presence in specific scenarios, such as hotels, while also expanding validated models into diverse applications [7] Group 5 - As of 2025, Cloudwalk's service network has covered nearly 40,000 hotels globally, extending beyond basic functions like delivery to innovative applications such as cooking robots, thereby creating new revenue opportunities [7] - In the factory sector, Cloudwalk collaborates with companies like Luxshare Precision to promote smart upgrades, while in healthcare, over 150 hospitals utilize its robots for precise delivery, significantly reducing infection risks [9]