5月12日，深圳具身智能赛道迎来"三喜临门"：优必选与华为签署全面合作协议，将共建人形机器人+智 慧工厂示范方案；越疆科技与腾讯云达成深度战略合作，聚焦云端大模型与机器人终端融合；新锐机器 人企业自变量官宣完成A轮数亿元融资，由美团战投独家领投。 这三起标志性事件在同一天集中发布，意味着深圳机器人企业与互联网巨头之间的产业协同正迈入"深 水区"，也宣告了具身智能从技术预热正式迈入产业落地"加速跑"阶段。 热潮汹涌：深圳机器人圈强势"刷屏" 作为协作机器人领域的领军企业，越疆科技近年来持续拓展具身智能边界。本次携手腾讯云，双方将整 合大模型、边缘计算、沉浸式交互等技术能力，在工业制造、零售、教育等多场景打造"云端大模型 +机器人终端"一体化解决方案，并探索AI人才培养与软硬协同生态建设。 自变量机器人则是深圳机器人创业浪潮中的"黑马代表"。成立仅一年半，已完成4轮亿元级融资，总融 资额超10亿元。其核心产品是具身智能通用大模型Great Wall系列，具备强泛化、少样本学习和跨任务 迁移能力。美团此次高调"独家押注"，背后是其对本地生活服务场景与通用机器人协同空间的明确判 断。 近日，华为旗下的深圳哈勃科技投资 ...

当"人形机器人即未来" 这一确定性目标成为行业公约数，抵达未来的路线图却呈现多元叙 事。当前产业正经历一场激烈的认知交锋。 在确定性目标下探索不确定性路径，已成为现阶段人形机器人整机厂商的行业缩影。 作为新质生产力的核心载体，人形机器人及具身智能产业正以不可逆的向上姿态，肩负着重构生产关系 的历史使命。这一确定性共识，既源于全球产业升级的底层逻辑，亦根植于技术革命与劳动力结构变革 的双重驱动。 一方面，劳动力市场正面临结构性矛盾，低端重复劳动岗位的持续性缺口亟待破解，供需错配下为人形 机器人的规模化应用打开了现实切口。 另一方面，技术跃迁和产业链逐步成熟则为产业落地提供了底层支撑，技术红利正加速转化为产业动 能，让人形机器人在物理世界中从能用进化成好用。 当"人形机器人即未来" 这一确定性目标成为行业公约数，抵达未来的路线图却呈现多元叙事。当前产 业正经历一场激烈的认知交锋： 前有朱啸虎率先"开团"，强势抛出反方观点，表明因"商业化不清晰"，正批量退出人形机器人领域的投 资项目； 后有众擎机器人创始人、董事长赵同阳挺身而出，对朱啸虎的做空言论予以有力回击称，人形机器人在 五年之内将几乎无处不在，是人类学会制造 ...

Core Insights - The collaboration between major companies and robotics firms is accelerating, with a focus on humanoid robots and embodied intelligence [2][4] - Major companies are providing technological support and resources to enhance the development and application of humanoid robots [3][4] - The humanoid robot concept is gaining traction, with many companies in the sector reporting significant revenue growth [5] Group 1: Collaborations and Partnerships - Guanghe Tong has partnered with Yundenshu to provide customized positioning modules for a new generation of quadruped robots [2] - Yuejiang Technology has signed a strategic cooperation agreement with Tencent Cloud to focus on technology development and application in humanoid robots [2][3] - Huawei and UBTECH have announced a collaboration to innovate in the field of embodied intelligence and humanoid robots [2][4] Group 2: Technological Advancements - Tencent Cloud is supporting Yuejiang Technology with high-performance computing resources and a one-stop model training platform to enhance robot capabilities [3] - The development of humanoid robots is seen as a driver for advancements in core robotics technologies, requiring support from major companies [4] - The collaboration between large firms and robotics companies is expected to lead to breakthroughs in key technologies such as hardware lightweighting and software intelligence [4] Group 3: Market Trends and Performance - The humanoid robot concept index shows that 77 out of 109 companies have reported revenue growth, indicating a strong market trend [5] - Notable revenue growth has been reported by companies such as Xihua Technology, Shuanglin Co., and Allwinner Technology, with increases in both revenue and net profit [5] - The application of embodied intelligence in specific scenarios, such as logistics and industrial manufacturing, has demonstrated advantages in efficiency and cost reduction [5]

Group 1 - The China Robot Index decreased by 1.53% as of May 15, 2025, with mixed performance among constituent stocks, where *ST Xinyuan led with a 2.14% increase, and Yanmian Technology experienced the largest decline [1] - The Robot Index ETF (159526) saw a turnover of 2.25% during the trading session, with a transaction volume of 13.38 million yuan, and it ranked among the top three in average daily trading volume over the past week [3] - The top ten weighted stocks in the China Robot Index accounted for 50.38% of the index, with notable companies including Huichuan Technology and Keda Xunfei [3] Group 2 - The rapid evolution of technologies such as artificial intelligence and embodied intelligence is driving robots from traditional industrial applications to broader consumer and life scenarios, enhancing social efficiency [4] - The robot sector is expected to experience long-term growth opportunities due to strong policy support and market demand, alongside high valuation elasticity [4] - Recent strategic partnerships, such as between Yujian Technology and Tencent, as well as Huawei's collaboration with Ubtech, indicate a focus on humanoid robot technology and innovation in various application scenarios [3]

Core Viewpoint - Yujiang Technology has emerged as a leading player in the collaborative robot industry, emphasizing the importance of technological innovation and a complete supply chain to gain a competitive edge in the global market [1][3][4]. Group 1: Company Overview - Founded in 2014, Yujiang Technology has grown from a small startup to the second-largest collaborative robot manufacturer globally and the largest in China, with products sold in over 80 countries [1][2]. - The company’s first product, the "Yujiang Magician," was a lightweight collaborative robot that received over 1,000 orders from the U.S. market shortly after its launch [2]. Group 2: Technological Innovation - Yujiang Technology has developed a comprehensive self-research technology system, covering various components such as tactile sensors, controllers, servo motors, encoders, and AI software [3][4]. - The company has implemented a "dual breakthrough" strategy focusing on core technology research and expanding industry applications [6]. Group 3: Market Position and Strategy - Yujiang Technology's collaborative robots have achieved cumulative sales of over 80,000 units, with 59% of revenue coming from overseas markets [4][6]. - The company has established partnerships with around 80 Fortune 500 companies, showcasing its ability to meet high standards in automation and efficiency [4]. Group 4: Future Plans - The company aims to support the upgrade of domestic intelligent manufacturing while expanding its collaborative robot ecosystem through partnerships with global technology collaborators [7]. - Yujiang Technology is set to launch its humanoid robot, Dobot Atom, which is designed for complex applications in various industries, with mass production expected to begin mid-year [6][7].

2025 年 05 月 13 日 行业日报 看好/维持 机械 机械 太平洋机械日报（20250513）：越疆科技与腾讯云签署合作协议 ◼ 走势比较 (20%) (10%) 0% 10% 20% 30% 24/5/13 24/7/25 24/10/6 24/12/18 25/3/1 25/5/13 ◼ 子行业评级 相关研究报告 市场表现： 2025 年 5 月 13 日，沪深 300 上涨 0.15%，机械板块下跌 0.73%， 在所有一级行业中排名 28。细分行业看，锂电设备涨幅最大，上 涨 1.10%；3C 设备跌幅最大，下跌 1.51%。个股方面，日涨幅榜前 3 位分别为鑫磊股份(+20.00%)、恒而达(+20.00%)、星云股份 (+14.78%)；跌幅榜前 3 位为华伍股份（-11.88%）、远信工业(- 7.33%)、昆船智能（-6.62%)。 <<太平洋机械日报（20250512）：华 为与优必选签署全面合作协议>>-- 2025-05-13 证券分析师：崔文娟 电话：021-58502206 E-MAIL：cuiwj@tpyzq.com 分析师登记编号：S1190520020001 证券分析师 ...

华为将依托全栈AI基础设施能力，支持优必选建设具身智能创新中心，并基于场景打造"人形机器人 +智慧工厂"联合示范方案，开发家庭服务人形机器人(包含双足和轮式人形机器人)等方面展开合作。 近年来，华为加速人形机器人领域的布局。2024年6月21日，华为开发者大会(HDC2024)在东莞松山湖 开幕。会上发布了盘古大模型5.0，并展示了乐聚夸父人形机器人搭载盘古具身智能大模型后在工业、 家庭场景中的泛化潜力，引起广泛关注。日前，华为旗下投资平台哈勃科技接连入股具身智能机器人研 发商千寻智能与工业软件企业同元软控，进一步拓展其在人工智能与高端制造领域的战略版图。 华为+优必选，腾讯云+越疆，本土大厂纷纷携手人形机器人深企，前日多个协议签订，加速具身智能 技术创新及多场景应用落地。 华为支持优必选 建设具身智能创新中心 5月12日，华为与优必选科技在深圳正式签署全面合作协议。双方将围绕具身智能和人形机器人领域， 在产品技术研发、场景应用及产业体系等开展创新合作。 协议约定，双方将通过发挥华为昇腾、鲲鹏、华为云及大模型等能力与华为在研发、生产供应等经验， 结合优必选全栈式人形机器人技术，推动人形机器人从实验室创新向工业 ...

中国基金报记者郭玟君 近日，头部企业战略协同释放"乘数效应"，全球具身智能及人形机器人产业化进程提速。 记者从深圳市越疆科技股份有限公司（以下简称越疆）获悉，5月12日，中国协作机器人第一股——越 疆与中国三大云企之一——腾讯云计算（北京）有限责任公司（以下简称腾讯云）在深圳签署深化战略 合作协议。双方将发挥各自优势加强技术生态联合，助力越疆科技加速具身智能技术创新，共同拓展工 业制造、商业、教育等多场景应用落地。 【导读】腾讯云与越疆开启战略合作，加速具身智能技术创新和多场景量产应用 越疆成立于2015年，致力于智能机器人研发与应用创新，拥有具身智能率先落地的客户和场景积累优 势，协作机器人在汽车、3C电子、锂电、食品和饮料、医疗、教育、新零售和农业等15大行业部署规模 化应用。 截至2024年，越疆累计全球出货超八万台协作机器人，位列行业全国第一，服务超80家世界500强企 业，业务遍布全球100多个国家及地区，为全球工业制造的智能化升级提供了关键支撑。 今年3月，越疆推出全球首款"灵巧操作+直膝行走"全尺寸具身智能人形机器人Atom，实现了上下肢协同 的高水平运动控制和工业级的双臂协同操作能力，让智能机 ...

近日，外骨骼机器人在"五一"假期旅游市场掀起热潮，于黄山、泰山等知名景区成登山热门辅助设备，租 赁价格亲民（如泰山80元/3小时），供不应求。随着技术迭代与量产规模扩大，外骨骼机器人成本显著下 降，多家企业加速布局C端市场，推出消费级产品，价格低至数千元。资本市场亦看好该赛道，融资活动 频繁。不过，外骨骼机器人走向大众仍面临技术适配性、安全规范等挑战，需持续创新突破以实现更广泛 应用。 2、 科技企业入局！华为、腾讯、百度竞逐人形机器人新赛道 1、 外骨骼机器人"五一"爆火出圈，C端市场成掘金新蓝海 5月12日，越疆科技与腾讯云签署战略合作协议，聚焦"云-边-端"协同及具身智能多行业应用。越疆科技全 球出货量超八万台协作机器人，客户涵盖比亚迪、微软等超80家企业。同日，华为与优必选科技达成合 作，围绕具身智能与人形机器人开展技术研发与场景应用。此外，百度智能云也与多家头部人形机器人企 业合作，提供算力、模型及仿真等解决方案。科技大厂正以多种角色加速布局人形机器人赛道，推动技术 落地与产业升级。 3、 传化集团与浙江人形机器人创新中心达成战略合作 近日，传化集团与浙江人形机器人创新中心签署战略合作协议，双方将在 ...

Core Viewpoint - Major tech companies are fully entering the field of embodied intelligence, focusing on humanoid robots and their applications in various industries [2][3]. Group 1: Strategic Collaborations - Tencent Cloud and Yujian Technology signed a strategic cooperation agreement to enhance technology development and application in humanoid robots, aiming for large-scale deployment in industrial, commercial, and household scenarios [2]. - Yujian Technology, as China's leading collaborative robot manufacturer, has a cumulative global shipment of over 80,000 collaborative robots by 2024, with a self-research rate of over 90% for key components [2]. - Huawei and Ubtech also signed a comprehensive cooperation agreement, focusing on product technology development and application in humanoid robots, mirroring the collaboration model of Tencent and Yujian [3]. Group 2: Market Dynamics - The partnerships indicate a trend where major tech companies provide AI infrastructure while humanoid robot companies offer hardware and vertical solutions, creating a powerful combination for market penetration [3]. - The involvement of large companies suggests that humanoid robot firms may struggle to compete independently in terms of speed and market access [3]. Group 3: Industry Evolution - The shift from AI large models to more hardware-focused applications in robotics reflects the evolving landscape of the tech industry [3]. - Tencent previously attempted to develop robots through its Robotics X lab but has now pivoted to becoming a partner for robot manufacturers rather than competing directly in hardware [4].