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].

当人形机器人走出PPT和Demo（演示）视频，普通人看的是 热闹，产业链企业关心技术和商机，而嗅觉敏锐的资本则在揣 摩着风向...... 作者： 陈月芹 封图：图虫创意 中国人形机器人的产业发展史可能会有几个绕不过去的时刻。比如 2025 年蛇年春晚通过一场表演让大众对人形机器人建立了感知。 又比如4月19日的北京亦庄马拉松，一群铁疙瘩歪歪扭扭地冲向终点，它们没有"意念"，主要靠电机驱动和工程师遥操，有的因电量耗尽步伐拖沓，有 的刚登场就退赛，有的半路"掉"头⋯⋯20支队伍里最终有6支顺利完赛。 当人形机器人走出PPT和Demo（演示）视频，普通人看的是热闹，产业链企业关心技术和商机，而嗅觉敏锐的资本则在揣摩着风向......种种期待和现 实落差，令人不禁疑惑： 先进到可以玩杂技和跑步都跑不利索，哪个才是中国人形机器人的真实现状。 为了深入了解这一新兴产业的发展动态，4月中旬，经济观察报走访了机器人重镇深圳具有代表性的9家具身智能头部企业，它们分别是作为深圳机器 人"八大金刚"的帕西尼、普渡科技、数字华夏、智平方、跨维智能、逐际动力，以及越疆科技、大象机器人、云鲸智能。 我们发现， 除了对人形机器人行业的前程 ...

Group 1: Policy Support for AI Development - General Secretary Xi Jinping emphasized the importance of policy support for artificial intelligence (AI) as a new technology and field, advocating for the comprehensive use of intellectual property, fiscal taxation, government procurement, and facility openness to enhance technological finance [1] - The Tianfu New Area in Chengdu has accelerated the construction of an AI industry cluster through policy innovation, scene empowerment, and ecological construction, with a focus on the lakeside area [3][4] - Financial support for AI companies includes annual subsidies for computing power and R&D investments, with specific policies providing up to 300 million yuan in annual subsidies for eligible AI enterprises [4] Group 2: Financial Services and Growth of AI Companies - Shenzhen-based Yujian Technology has developed a humanoid robot capable of precise operations, attributing its growth to the support from financial institutions [6][7] - The China Bank has provided tailored financial services to Yujian Technology, increasing its credit limit to 60 million yuan to support its rapid development [8] - The bank's support includes loans for upgrading production lines and comprehensive financial services during the company's IPO process [8] Group 3: Tax Incentives and Innovation in AI - The emergence of large model training markets has highlighted the importance of AI in various industries, with companies like Tianyun Data benefiting from tax policies that support R&D expenses [10][11] - Tianyun Data's Elpis model, developed with significant financial backing, has reduced its R&D cycle by six months due to tax refunds, enabling faster technological advancements [10][11] - The company has successfully created a self-driven knowledge engine that enhances AI application efficiency across multiple sectors [12] Group 4: Investment in AI and Biotechnology - The AI biotechnology company Yingsi Intelligent has integrated AI into drug development, significantly reducing the time and cost of bringing new drugs to clinical trials [14] - The Shanghai government has launched a mother fund for AI, with a focus on smart computing and foundational models, aiming to attract market capital into the AI sector [15] - Yingsi Intelligent has secured $110 million in financing to further its AI-driven drug development efforts, positioning itself at the forefront of global competition [14][15] Group 5: Agricultural Technology and Insurance Support - The use of AI-driven agricultural drones has improved farming efficiency, with farmers reporting significant time and cost savings [17][18] - Insurance services have been developed to support the use of agricultural drones, providing quick repair services and reducing the financial burden on farmers [18] - The integration of IoT and AI technologies in agriculture is enhancing production efficiency and supporting the application of new technologies in the sector [18]

在深圳，有一大群背景各异、投身"造人"浪潮的创业者，正沿 着阳台山南部余脉和塘朗山麓聚集，逐渐形成了一个初具规模 的"机器人谷"。这里汇聚了人形机器人整机企业、大模型企 业、传感器、机械臂和灵巧手等企业，形成了一条完整的机器 人产业链。 作者：郑晨烨 美编：肖利亚 导读 从杭州宇树科技G1人形机器人在电商平台被秒光，到北京亦庄人形机器人半程马拉松火爆开 跑，"AI（人工智能）革命"急速推进，人形机器人——这一承载最多科幻想象与市场期待的载 体，再次被推至聚光灯下。 在深圳，有一大群背景各异、投身"造人"浪潮的创业者，正沿着阳台山南部余脉和塘朗山麓聚 集，逐渐形成了一个初具规模的"机器人谷"。 这里汇聚了人形机器人整机企业、大模型企业、传 感器、机械臂和灵巧手等企业，形成了一条完整的机器人产业链。 2025年4月，经济观察报记者走访了深圳9家机器人产业链相关代表性企业，深入了解机器人产业 发展的真实情况。这些企业包括：数字华夏、智平方、跨维智能、帕西尼、云鲸智能、普渡科技、 大象机器人、越疆科技和逐际动力。 在机器人产业整体高速发展的图景中，每一家公司各自的商业化节奏因战略、技术、场景的选择不 同而呈现较大差别 ...

5月8日，由上海市数据局指导，中企通信、上海电信、上海联通、上海移动等七家龙头企业共同发起的智能终端 出海服务创新联合体已经正式揭牌。记者采访中企通信数据科学及创新高级总监詹东东后了解到，随着中国智能 终端出海形式不断变化，企业在出海的过程中将会面临本地化、安全保障等多个挑战。 云深处相关负责人也曾透露，在过去的三年当中，云深处机器人产品的海外营收和业务占比都在增长。除了标准 化的应用方案直接"迁移"至出海场景外，云深处也在进行本地化服务，与海外合作方共同解决部署、培训和售后 的问题。 中国机器人出海，除了赚钱，还有一个重要的目的。"企业能够借助更多开发者的力量，来不断完善、迭代自身的 产品。"中关村物联网产业联盟副秘书长袁帅向第一财经指出，部分机器人企业在向海外C端开发者售卖的时候， 也会同步开源。开源使得代码能够被广泛的开发者查看、使用和改进。不同背景、不同专业领域的开发者可以基 于开源代码进行二次开发和创新，从不同角度提出新的想法和解决方案。 根据此前官方公布数据，面向全球的开发者协作平台GitHub在两年前就已经有了1亿名开发者。第一财经记者梳理 看到，智元机器人、傅利叶、宇树等国内的人形机器人企业均 ...

Core Insights - Shenzhen's "Robot Valley" is emerging as a significant hub for the robotics industry, integrating education, research, and enterprise to foster innovation and development [1][6][9] - The region features a complete ecosystem from core components to complete machine development, enabling rapid prototyping and manufacturing [2][4][8] - The collaboration between universities, research institutions, and companies is driving technological breakthroughs and enhancing the industry's growth [5][6][7] Industry Ecosystem - The "Robot Valley" hosts numerous leading companies such as DJI, UBTECH, and Yujian Technology, creating a vibrant industrial corridor [1][2] - The area is characterized by a high concentration of educational institutions, including Southern University of Science and Technology and Harbin Institute of Technology, which contribute to a skilled workforce and innovative research [6][7] - The integration of supply chains and shared resources among startups and established firms accelerates product development and market entry [4][6] Technological Advancements - UBTECH's humanoid robot Walker S1 has signed a small-scale procurement contract for use in automotive manufacturing, marking a significant step in the commercialization of humanoid robots [3][9] - Innovations in energy systems, such as the development of energy blocks that enhance power delivery to motors, are addressing challenges in robotics [4][6] - The robotics industry in Shenzhen is projected to grow significantly, with the number of companies expected to reach 74,032 and total industry output valued at 201.2 billion yuan by 2024 [6][8] Future Outlook - The "Robot Valley" aims to expand its influence beyond China, targeting advancements in embodied intelligence and human-machine collaboration [9] - The region's comprehensive industrial chain, coupled with diverse application scenarios, positions it well for continued growth and innovation in the robotics sector [8][9] - Leading companies in the area are expected to play a crucial role in elevating China's robotics industry to a global leadership position [9]

Core Points - The 2025 World Robot Conference will be held from August 8 to 12, 2025, in Beijing, focusing on the development of robotics and its applications [1][3] - The conference marks the tenth anniversary of the event, which has seen significant growth in international participation and exhibition scale over the years [3][4] - The event aims to strengthen international cooperation in robotics technology and innovation, aligning with China's strategic goals for the industry [3][5] Group 1 - The conference will feature a variety of activities including opening and closing ceremonies, forums, and exhibitions, with an expected attendance of nearly 500 domestic and international guests [4] - The exhibition area will exceed 50,000 square meters, showcasing breakthroughs in key technologies and new product launches, with over 200 participating companies anticipated [4][5] - The event will also host competitions such as the Inclusive Robot Challenge and the BCI Brain-Controlled Robot Competition, along with the release of several significant reports and initiatives [5] Group 2 - The number of supporting international organizations has increased from 12 to 26 since the first conference, indicating a growing global interest in robotics [3] - The conference will emphasize the importance of aligning with national policies on robotics, as highlighted by Chinese leadership, to foster innovation and development in the sector [3][5] - The event will serve as a platform for promoting technological innovation and application in the robotics industry, contributing to the cultivation of new productive forces [5]

截至目前，已有上百家合作伙伴基于"天工"平台面向应用场景进行二次开发，涌现出"天工行者"等极具应用能力的 机器人产品。北京大学、华中科技大学等顶尖学府通过联合实验室模式，与北京人形机器人创新中心在本体开 发、具身大脑等前沿领域展开深度合作，形成"基础研究-技术转化-产业应用"的创新闭环。 在具身智能发展的核心要素数据方面，北京人形机器人创新中心联合北京大学推出了大规模多构型智能机器人数 据集和Benchmark "RoboMIND"。截至目前，RoboMIND已在北京人形机器人创新中心官网、HuggingFace平台、北 京人工智能公共算力平台累计下载15000余次。来自清华大学、中国科学技术大学、上海交通大学、复旦大学、香 港大学、宾夕法尼亚大学等中外高校，中国科学院自动化研究所、北京智源人工智能研究院、清华大学无锡研究 具身智能产业当前已进入加速期，作为集人工智能、机械工程、传感器、新材料、脑科学等大量前沿学科于一体 的综合性产业，打造开源生态对具身智能的创新尤为重要。北京人形机器人创新中心以开源为引擎，持续推动具 身智能技术突破与产业协同发展。 作为国家级具身智能机器人创新平台，北京人形机器人创新中心始 ...

南方财经全媒体记者吴佳楠 广州报道 近期，从深圳"机器人谷"到广州"游戏谷"，广东密集"冒"出多个产业之谷。 当冲破13万亿经济体量的广东叩开全球产业科技变革的时代大门时，广东正依托全球领先的制造基础、 万亿级消费市场和创新的技术生态，以产业"造谷"的态势，陆续培育出深圳"新能源汽车谷"、广州"新 型显示谷"、汕头"新型储能谷"、东莞"潮玩创意谷"等聚焦新兴产业和未来产业发展的产业之谷矩阵。 可以看出，广东的产业之谷已突破广深城市边界，不少广深之外的非核心城市已初步形成自身城市的产 业之谷，增强城市产业优势。 在这些产业之谷当中，与传统产业集群特征不同的是，发展业态不断向新兴产业和未来产业集中，产业 体系随之迭代升级，生产力不断向新跃迁；同时，与过往单一专注生产的企业集聚不同，产业之谷强调 的是上中下游产业链的相互协同，依托人才链接、"链主"带动等形式，提高整体产业生态系统竞争力。 当产业集聚从劳动密集型产业向新兴产业和未来产业聚焦时，集聚形态从依赖"生产集聚"向依托"产业 生态"转变时，不难看出，广东对新兴产业赛道的集群化"卡位"战略：从过去以低成本生产为核心、依 托同类企业集聚形成的附加值低、抗风险能力弱 ...