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千台订单、数亿预营收,中国版“Optimus”全面启动量产交付!
Robot猎场备忘录·2025-09-26 00:02

Core Viewpoint - The article highlights the official mass production and delivery of the K2 "Bumblebee" humanoid robot by Kepler Robotics, marking a significant step towards commercializing humanoid robots in industrial applications, with a focus on practical use rather than just technological showcase [2][5][34]. Group 1: Product Launch and Market Position - Kepler Robotics has officially launched the K2 "Bumblebee" humanoid robot, with a starting price of 248,000 yuan and several thousand intention orders, indicating strong market interest [2][5]. - The company aims to produce hundreds of units this year, with a target of scaling up to a thousand units next year, supported by a new assembly factory in Guangdong [2][5]. - The K2 "Bumblebee" is positioned as a cost-effective alternative to Tesla's Optimus, being the first mass-produced humanoid robot with a hybrid architecture [2][5][34]. Group 2: Technological Advancements - The K2 "Bumblebee" features significant upgrades in bipedal walking and hybrid architecture, directly competing with Tesla's Optimus [2][5]. - The robot utilizes a hybrid architecture combining linear and rotary actuators, enhancing energy efficiency and adaptability to various terrains [13][16]. - The self-developed planetary roller screw actuator allows the K2 to carry loads of up to 30 kg, showcasing its industrial application potential [16][20]. Group 3: Strategic Collaborations and Future Goals - Kepler Robotics is collaborating with Lushow Technology to develop a new generation of household AI robots, aiming for a sales target of one million units in three years [5][34]. - The company has established partnerships with several leading firms in the robotics and automotive sectors to enhance its technological capabilities and resource integration [30][32]. - The focus is on building a robust supply chain and addressing key component shortages to facilitate the commercialization of humanoid robots [32][34]. Group 4: Market Trends and Industry Context - The humanoid robotics industry is shifting from a focus on technological competition to practical applications, with Kepler Robotics leading this transition [5][34]. - The article emphasizes the importance of software advancements alongside hardware development, indicating a move towards a more integrated approach in humanoid robot design [24][34]. - The K2 "Bumblebee" is seen as a pivotal product that could redefine the perception of humanoid robots from mere toys to practical tools in various sectors [5][34].