界机器人 CONFERENCE ROROT PLACE 北人亦创国际会展中心 会议中心一层多功能厅 主办单位 中关村石景山园管委会区科委 北京石景山科技创新集团 时间 TIME 2025年8月11日 9:00-11:35 地 点 乐聚通研(北京)机器人技术有限公司 北京中关村通力科技服务有限责任公司 活用以后 0 09:00-09:05 主持人开场 909:05-09:10 北京市石景山区领导致辞 合作签约 009:10-09:15 中关村通力与乐聚通研、紫东太初、睿尔曼智能、 石景山科技创新集团"共建石景山人形机器人通用 智能基座战略合作协议"签约 09:15-09:20 乐聚通研与北极星途"多功能智能末端执行器战略 合作协议"签约 009:20-09:35 具身智能操作系统创新与实现 中 织 粉 哈尔滨工业大学教授、教育部长江学者特聘教授 009:35-09:50 从数字AI走向物理AI 夏 文华 北京大学武汉人工智能研究院副院长 909:50-10:05 生成式大模型驱动的具身智能大规模高质 量数据合成开源平台 山东大学机器人研究中心教授、国家级青年人才 9 10:20-10:35 NK 榻 上海交通大 ...

8 月 8 日上午， 2025 世界机器人大会在北京 亦庄 开幕。中共中央政治局委员、北京市委书记尹力，中国 科学技术协会主席万钢，工业和信息化部党组书记、部长李乐成，北京市委副书记、市长殷勇，工业和信息化 部党组成员、副部长辛国斌，北京市委常委、副市长靳伟，全国政协常委、致公党中央副主席、全国妇联副主 席、中国电子学会理事长徐晓兰，北京市委常委、市委秘书长赵磊，中国科协党组成员兼国际合作部部长罗 晖 ， 中 国 电 子 学 会 理 事 会 党 委 书 记 张 峰 ， 哈 萨 克 斯 坦 数 字 发 展 、 创 新 和 航 空 航 天 工 业 部 第 一 副 部 长 Tuleushin Kanys ，电子与电气工程师协会（ IEEE ）主席兼首席执行官 Kathleen A. Kramer ，国际机器 人联合会主席 Takayuki Ito ，联合国工业发展组织副总干事邹刺勇 ， 美国机器人工业协会主席 Jeff Burnstein ，世界机器人合作组织理事长乔红，阿联酋机器人与自动化学会秘书长 Mohammad Alshamsi ，瑞士工程院院士 Bradley Nelson ，中国电子学会副理事长兼秘书长 ...

Group 1 - The 2025 World Robot Conference opened in Beijing, showcasing advancements in robotics, particularly embodied intelligent robots [1] - The Booster T1 football robot achieved significant success by winning the championship in the adult category of the "Robot World Cup," ending a 28-year dominance by foreign competitors [1] - The Walker S humanoid robot from UBTECH has demonstrated versatility in various applications, including quality inspection and logistics tasks in automotive manufacturing [2] Group 2 - UBTECH secured a major industrial robot order worth 90.51 million yuan, indicating a shift towards large-scale application in the humanoid robot industry [2] - The Chinese industrial robot market is projected to see domestic robots capture over 60% market share by 2025, reflecting rapid growth in product variety and market penetration [2] - Recent policies in Shanghai aim to support the development of embodied intelligence across multiple sectors, providing financial incentives for innovative applications [3] Group 3 - The dual forces of policy support and market demand are expected to drive the healthy development of embodied intelligence, facilitating its transition from concept to commercial viability [3] - The implementation of supportive policies is anticipated to create a closed-loop data cycle that enhances product iteration and ecosystem collaboration [3]

Core Viewpoint - The 2025 World Robot Conference (WRC) showcased advancements in humanoid robots, emphasizing the integration of 5G-A technology and embodied intelligence to enhance operational capabilities and adaptability in complex environments [1][3]. Group 1: Humanoid Robots - The "Kua Fu" humanoid robot by Leju demonstrated significant breakthroughs in communication and decision-making through 5G-A technology, enabling real-time control over distances of 1200 kilometers [1][3]. - The "Kua Fu" robot features a dual-brain system, enhancing human-robot interaction and stability in flexible environments, showcasing its potential in high-risk scenarios like firefighting and chemical industries [3][6]. - The "T800" humanoid robot by Zhongqing is designed for heavy-duty tasks, featuring 41 degrees of freedom and advanced sensor integration for real-time environmental adaptation [7]. Group 2: Industrial Robots - Cyborg Robotics presented the Cyborg-H01 dexterous hand and Cyborg-R01 humanoid robot, focusing on high precision and energy efficiency in industrial applications [4][6]. - The CW series robots by Chuan Robotics combine autonomous mobile platforms with collaborative robotic arms, enhancing flexibility in production environments [30]. Group 3: Perception and Sensing Technologies - Aobi Zhongguang introduced the Pulsar ME450 3D LiDAR and Gemini 345Lg dual 3D camera, enhancing visual perception capabilities for outdoor robots [12][14]. - Pasini launched the third-generation multi-dimensional tactile sensor matrix PX-6AX-GEN3, providing advanced sensing solutions for embodied intelligent systems [10][25]. Group 4: General-Purpose Robots - Zhi Ping Fang showcased the "Ai Bao" robot, capable of performing various tasks in simulated environments, highlighting its adaptability and learning capabilities [17][19]. - The "Wanda" platform by Youliqi demonstrated its application in multiple real-life scenarios, emphasizing its interactive capabilities and service-oriented design [23][24]. Group 5: Collaborative and Ecosystem Development - Xinghai Tu introduced the G-0 VLA model, which enhances human-robot collaboration and opens up new possibilities for developers through a comprehensive toolkit [20][22]. - The collaboration among various companies at WRC indicates a growing ecosystem focused on advancing embodied intelligence and robotics technology across multiple sectors [41].

8月8日，2025世界机器人大会在北京亦庄开幕。 中国证券报记者今日探访坐落于此的全球首个具身智能机器人4S店，在4S店二层，两名"足球小将"吸引 不少参观者驻足——这是加速进化旗下的Booster T1足球机器人。 "Booster T1虽然身材娇小，但能完成很多高难度动作，比如俯卧撑、'叶问蹲'、跳舞等。"现场工作人 员介绍，"作为足球机器人，Booster T1在今年举办的'机器人世界杯'上，取得了不俗的成绩。在竞争最 激烈的成人组比赛中，Booster T1以绝对优势夺得冠军，终结了该组别冠军连续28年由国外选手垄断的 纪录。"说话间，在模拟足球场地上，一个Booster T1足球机器人起脚射门，并挥手示意。 优必选人形机器人Walker S 本报记者王舒嫄连润摄 "这款机器人已经有了丰富的应用场景落地，比如部署在车企车间。"工作人员介绍。据了解，2024年2 月，优必选人形机器人Walker S在蔚来第二先进制造基地总装车间落地实训，期间完成了车门锁质检、 后车灯盖板质检、安全带检测、高精度柔顺贴车标等工作。2024年8月，Walker S Lite进入一汽—大众 青岛分公司的国家级智能制造示范工厂 ...

Core Viewpoint - The development of an AI bronchoscopy robot system represents a significant advancement in the treatment of foreign body aspiration (FBA), particularly for vulnerable populations such as children and the elderly. This system allows for remote operation without the need for preoperative CT scans, enhancing accessibility and efficiency in medical procedures [1][4]. Group 1: Technology and Innovation - The AI bronchoscopy robot system can autonomously search for foreign objects in the lungs, allowing doctors to intervene only at the final stage of the procedure [3][4]. - The system operates with a weight of less than 2 kilograms and a material cost below $5,000, making it affordable for grassroots hospitals [2][10]. - The AI module constructs a topological map of the lung using real-time images, employing a depth-first search algorithm to ensure comprehensive exploration [3][4]. Group 2: Clinical Application and Efficiency - In live animal experiments, the AI-driven procedure took an average of 4.72 minutes to complete, compared to approximately 42 minutes for traditional CT-guided methods [10]. - The AI system demonstrated superior performance in exploring the 10th generation bronchi, identifying an average of 77.5 branches, while human experts identified only 61 branches [4][10]. - The system's design allows it to navigate through smaller diameters (3.3 mm), enabling access to deeper bronchial structures than existing platforms [10]. Group 3: Remote Operation and Accessibility - The system successfully conducted a remote surgery over a distance of 1,500 kilometers using a 5G network, with low latency and high bandwidth, proving its stability and safety under extreme conditions [5][10]. - This technology could significantly improve medical care in remote areas, where local hospitals may lack specialized bronchoscopists [8][10]. - The AI-assisted model allows local healthcare providers to perform procedures with the guidance of distant experts, thereby expanding healthcare access [8][12]. Group 4: Future Implications - The advancement from L2 to L3 autonomy in AI systems indicates a shift towards more intelligent collaboration between AI and human operators in medical procedures [9][12]. - The technology has the potential to fill gaps in emergency treatment for foreign body aspiration in underdeveloped regions, providing a new technical solution for global emergency healthcare [10][12]. - As computational power and communication infrastructure improve, similar AI-doctor collaboration models may be applied to various medical scenarios, enhancing the reach of quality healthcare [12].

Group 1 - The article discusses the launch of the third round of dining consumption vouchers in Qianhai, which will be available for grabbing starting from August 1 at 10:00 AM [1][4]. - The consumption vouchers come in various denominations to meet different consumer needs, including discounts such as 15 yuan off for a minimum spend of 50 yuan, and up to 60 yuan off for a minimum spend of 300 yuan [6][8]. - The activity will be conducted in multiple rounds, with specific time frames for each round, and the vouchers will be valid only during the respective round's issuance period [4][8]. Group 2 - Users can claim the vouchers through the Meituan app by searching for "2025 Qianhai Consumption Vouchers," with a limit of one voucher per user ID for each denomination per round [8][10]. - The vouchers will be automatically added to the user's account upon successful claim, and can be used during the order submission process for discounts [10][8]. - The article emphasizes that the number of vouchers is limited and will be distributed on a first-come, first-served basis [4][8].

Group 1: Human-shaped Robot Industry Expansion - The human-shaped robot industry in China is accelerating, with three main directions identified: rapid order fulfillment by leading robot companies, the IPO progress of companies like Yushutech and Zhiyuan Robotics, and continuous product launches and technological iterations by various manufacturers [1][2] - Recent orders include a 90.51 million yuan procurement project by UBTECH for MiYi (Shanghai) Automotive Technology and a 124 million yuan order won by Zhiyuan Robotics and Yushutech for humanoid biped robots [1] - Yushutech has initiated its IPO guidance with CITIC Securities as the advisory firm, with its controlling shareholder holding 34.76% of the company [2] Group 2: Technological Advancements - UBTECH launched the Walker S2 industrial humanoid robot, which can autonomously change batteries in three minutes without human intervention [2] - Yushutech introduced the Unitree R1 humanoid robot, priced from 39,900 yuan, featuring 26 joints and advanced multimodal capabilities [2] - The humanoid robots are evolving from hardware advancements to more sophisticated cognitive functions, indicating a significant growth phase ahead for the industry [3] Group 3: AI Agent Development - OpenAI launched ChatGPT Agent, a versatile AI agent capable of autonomously executing tasks based on user commands, enhancing the commercial viability of AI agents [3][4] - The ChatGPT Agent features include autonomous task execution, interactive collaboration, and safety measures for critical operations [4] - Performance metrics show that the ChatGPT Agent achieves competitive accuracy in various tasks, surpassing human averages in data science tasks [4] Group 4: Market Outlook and Recommendations - The ongoing development of AI agents like ChatGPT is expected to drive demand for downstream computing power, with recommendations to focus on sectors such as optical modules, CPO, and PCB [6] - The communication index saw a decline of 0.77%, while the CSI 300 index increased by 1.69%, indicating a mixed market performance [6] - Suggested stocks for attention include major telecom operators and technology firms involved in the AI and computing sectors [7]

Investment Rating - The report maintains a "Buy" rating for several stocks in the robotics and AI sectors, including 沪电股份 (002463.SZ), 美格智能 (002881.SZ), 中际旭创 (300308.SZ), 天孚通信 (300394.SZ), and others [1]. Core Insights - The domestic robotics industry is accelerating its expansion, particularly in humanoid robots, with significant orders being secured and companies like 宇树科技 initiating IPO guidance [2][25]. - The report highlights three main directions for the humanoid robotics industry: rapid order fulfillment by leading companies, acceleration of the listing process for companies like 宇树科技 and 智元机器人, and continuous product iterations by various manufacturers [25][34]. - The launch of OpenAI's ChatGPT Agent is expected to drive the commercialization of AI agents and increase downstream computing power demand [21][23]. Summary by Sections Industry Overview - The communication sector index fell by 0.77%, underperforming the broader market, which saw the 沪深 300 index rise by 1.69% [13]. - The report notes that the telecommunications business revenue reached 905.5 billion yuan in the first half of 2025, with a year-on-year growth of 1% [46]. Robotics Industry Developments - Significant orders for humanoid robots have been secured, including a 90.51 million yuan project by 优必选科技 and a 124 million yuan order won by 智元机器人 and 宇树科技 [18][27]. - 宇树科技 has begun its IPO guidance process, with a significant stake held by its controlling shareholder [29]. - New products have been launched, such as 优必选's Walker S2, which features a rapid battery swap technology, and 宇树科技's Unitree R1, which integrates advanced AI capabilities [19][33]. AI Agent Insights - The ChatGPT Agent, launched by OpenAI, is designed to autonomously execute tasks based on user commands, showcasing a high accuracy rate in various assessments [22][39]. - The report emphasizes the potential for AI agents to enhance computing power demand across various sectors, including light modules and PCB manufacturing [23][43].

Core Insights - The AI entrepreneurship environment in Guangdong is thriving, supported by favorable policies and a collaborative ecosystem [4][5][6] - The recent AI competition event showcased 18 innovative AI applications across various sectors, highlighting the potential of "AI+" [2][3][7] - Experts express optimism about the future of AI in Guangdong, emphasizing the integration of hardware and software, as well as the region's strong manufacturing base [8][6] Group 1: Event Overview - The AI competition event took place in Zhuhai, featuring 18 AI companies presenting their innovative applications [1][2] - The selected AI applications will have opportunities for display and industry connections during significant events in Wuzhen [1][2] - The atmosphere at the event was filled with enthusiasm for AI innovation and entrepreneurship [1][3] Group 2: Industry Insights - Participating companies highlighted the advantages of Guangdong, including a robust industrial foundation, policy support, and geographical benefits [5][6] - The event showcased AI applications in diverse fields such as education, entertainment, tourism, healthcare, and elder care, demonstrating the versatility of AI technology [3][7] - Experts noted that the integration of AI with everyday products is a growing trend, with potential applications in health, education, and emotional support [7][8] Group 3: Expert Opinions - Industry leaders believe that Guangdong's AI ecosystem is characterized by the integration of hardware and software, collaboration between domestic and international markets, and government support [8][6] - The event's judges were impressed by the practical applications of the showcased products, indicating a strong market alignment [7] - Experts foresee a shift from functional to emotional AI products, particularly in areas like elder companionship [7][8]