Lens(SZ:300433) 机器人大讲堂·2025-08-06 10:16Group 1 - The world's first robot 6S store has opened in Longgang District, Shenzhen, featuring over a hundred types of robots and a strong "cyberpunk" style, introducing a "six-in-one" system that includes leasing and personalized customization services [1][3] - The store aims to lower usage barriers through leasing and meet diverse scenario needs with customization, facilitating the transition of robots from laboratories to the market [1][3] - Over 200 companies in the supply chain are interested in entering the store, which is seen as an "innovation testbed" to accelerate technological iteration and commercialization in the robotics industry [1][3] Group 2 - Chen Jianyu, founder of Star Motion Era, stated that the humanoid robot industry is on the verge of substantial commercialization, expected to begin next year, focusing on practical capabilities in real-world scenarios [2][4] - The company has delivered over 200 products and is in mass production of 500 units, with major clients including ByteDance and Lenovo, aiming for a shipment target of 10,000 units next year [2][4] - The industry is currently establishing a technical consensus and exploring application scenarios and business models [2][4] Group 3 - The humanoid robot Ling Shu, developed by Youai Zhihui and Xi'an Jiaotong University, features a globally innovative "one brain, multiple forms" architecture, enabling collaboration among various robot forms [3][7] - Ling Shu is equipped with 33 degrees of freedom and omnidirectional movement capabilities, showcasing adaptability in complex environments [3][7] - The robot demonstrates potential in industrial applications such as electricity and semiconductors, leveraging AI algorithms for autonomous learning and path optimization [3][7] Group 4 - Lens Technology has delivered hundreds of humanoid robot units to partners in 2024 and is focusing on high-end intelligent manufacturing equipment through a joint venture with Zhiyuan Robotics [4][10] - The company is also providing core components like dexterous hands to various humanoid robot enterprises and is preparing for mass production of foldable screens and AI glasses [4][10] - In Q1 2025, Lens Technology reported revenue of 17.063 billion yuan, a year-on-year increase of 10.10% [4][10] Group 5 - Zero Point Robotics has completed three rounds of financing totaling over 100 million yuan within six months, focusing on embodied intelligence and planning to deliver 500 robots by the end of the year [5][13] - The company has received orders worth several million yuan, with intentions for nearly 100 million yuan, covering sectors like research education and hotel services [5][13] - Financing will be used for technological advancements and mass production, with a flexible production line starting shipments in August [5][13]