冲咖啡、叠衣服、采摘瓜果、开冰箱……近日，《证券日报》记者走进位于北京市石景山区首钢园的人 形机器人数据训练中心(以下简称"石景山人形机器人数据训练中心")，只见在一个大型训练场内，上百 个数据训练场景正在同步运行，各类机器人正不知疲倦地重复着一系列日常动作。这些应用场景不仅是 实验室里的模拟，更是技术迈向市场的关键一步。机器人需要经历成千上万个小时的物理操作训练，才 能让每一个动作都像人一样灵活自如。 中共中央政治局常委、国务院总理李强1月3日至5日在广东调研时指出，科技的生命在于应用，要进一 步完善产业生态，培育拓展应用场景，探索有效的经营模式，推动机器人、无人机等新技术新产品在扩 大应用中加快迭代升级，更好赋能千行百业、造福千家万户。 当前，机器人、无人机等新兴赛道正迎来政策与资本的双重加持，但资本市场的高度热情与部分技术的 落地速度之间仍存在明显错位。要破解这一困局，首先必须回答一个核心命题：什么是新兴产业真正 的"应用"？如何推动真正满足市场需求的"应用"落地？ 场景： 从技术到价值的"关键一跃" 对于新兴产业而言，应用场景的落地绝非简单的技术演示，而是技术从实验室走向市场、完成商业化闭 环的核心环 ...

【DT新材料】 获悉， 2月3日， 光大同创 发布公告， 北京中科慧灵机器人技术有限公司 日前与 公司 及 迪洛斯人工智能科技 正式签署《人形机器人 及具身智能领域合作框架协议》。 三方将围绕人 形机器人最关键的"骨骼"与"皮肤"——结构件与外观件的轻量化新 材料展开定向研发，并通过"技术—产能"的深度绑定机制，为中科慧 灵CASBOT灵宝系列人形机器人的工程化与规模化交付夯实基础。 根据协议，双方将摒弃传统简单采买模式，直接进入联合研发阶段， 围绕中科慧灵下一代人形机器人在关节高动态响应及"中间加固超薄空心腔体"等 高难度结构需求， 协同开展碳纤维及先进复合材料的微观结构设计与工艺参数寻优，力图在材料物理极限内实现性能突破，提升机器人本体的抗冲击 性、可靠性与能效比。 资料显示， 光大同创 成立于2012年3月20日，于2023年4月18日登陆创业板。公司 拥有多家子公司，厦门奔方材料、苏州领新智能等从事 碳纤维复合 材料生产以及碳纤维背板加工相关业务。 公司是消费电子防护及功能件领域的头部企业之一 。率先实现消费电子级碳纤维的量产，良品率达95%，成本较日本东丽低20%，在轻量化材料领域 构建了坚实的技术 ...

双手轻推操纵杆，机械臂精准抓取密封袋边缘，顺利完成闭合动作——在北京中科慧灵机器人技术有限 公司，保加利亚前议长、社会党前主席米哈伊尔·米科夫体验了一把与机器人的协作。米科夫表示，中 国的人工智能技术发展迅速，助力世界人工智能产业发展，"科技促进产业转型、改变日常生活，这是 我在中国观察到的发展趋势。保中两国可以在人工智能、机器人等领域进一步合作。我期待未来更多中 国高科技企业到保加利亚投资兴业"。 东南欧国家青年代表体验操控机械臂。 本报记者 李安琪摄 参观高新技术企业，感受科技创新的澎湃动力；访问国际氢能中心，了解能源转型的中国作为；走进京 郊美丽乡村，体验乡村全面振兴成果……第二届东南欧国家官员及青年代表中国乡村行活动近日在北京 举行，来自保加利亚、罗马尼亚等9个国家的18名代表探访北京中关村东升科技园、中关村东升国际科 学园及北京市昌平区兴寿镇辛庄村等地，感受中国高质量发展脉动，见证美丽乡村建设成就。 "清洁车的使用场景有哪些""它的续航时间是多少""是什么让它拥有如此强大的自动避障能力"……在北 京智行者科技股份有限公司，各国代表对无人驾驶清洁车"蜗小白"充满兴趣。得知中国的无人驾驶技术 已应用于森 ...

Group 1 - CASBOT, a humanoid robot brand, completed nearly 100 million yuan in angel+ round financing, led by Lens Technology, which will provide key components and assembly support to enhance quality and cost control [1] - The parent company, Beijing Zhongke Huiling Robot Technology Co., Ltd., was established in 2023 and focuses on developing general humanoid robots and embodied intelligent products [1] - The first product, CASBOT 01, has been released, followed by an upgraded version, CASBOT 02, featuring a multimodal perception system and high-performance RCU [1] Group 2 - Lens Technology has established partnerships with leading humanoid robot companies and provides integrated services since entering the smart robot field in 2016 [2] - The company has developed various industrial robots and is expanding into core component development for humanoid robots, aiming to offer one-stop vertical integration services [2] - Lens Technology plans to accelerate resource integration in the robot supply chain and extend humanoid robots' applications from industrial to household and healthcare scenarios, aspiring to become the largest vertically integrated core manufacturing platform for embodied intelligent hardware in China [2]

Core Viewpoint - The article emphasizes the importance of technological innovation in advancing China's modernization, highlighting the efforts of frontline researchers and companies like Beijing Zhongke Huiling Robot Technology Co., Ltd. in developing embodied intelligence and humanoid robots [2][3]. Company Overview - Beijing Zhongke Huiling Robot Technology Co., Ltd., founded in 2023 by researcher Zhang Zhengtang from the Chinese Academy of Sciences, focuses on developing general humanoid robots and embodied intelligent products [5]. - The company specializes in embodied operations, enabling robots to perform tasks with high precision, such as assembling laptop motherboards using a 0.3 mm screwdriver, achieving a precision of 1/5 the thickness of a human hair [5]. Technological Innovations - The company is advancing embodied intelligence, which aims to make robots more dexterous and capable of interacting with their environment [3]. - The Visual Language Action Model (VLA) is a key technology that integrates visual perception, language understanding, and action control to create an "end-to-end" decision-making system [5]. - Robots are trained through "imitation learning," allowing them to learn skills by mimicking human actions, significantly reducing the amount of data needed for training from 30-40 samples to just 5-10 [6][7]. Application in Manufacturing - The robots are being trained to perform flexible tasks in dynamic environments, such as in shoe manufacturing, where they can adapt to different shoe styles and sizes [8][9]. - The training process for robots to grasp a shoe now takes about one hour, with the ability to self-correct if they fail to grasp correctly, showcasing the advantages of reinforcement learning over imitation learning [9]. Future Development Goals - The company aims to enhance the flexibility of its robots to accommodate a wider range of applications, addressing the growing demand for personalized solutions in various industries [10]. - The humanoid robot developed by the company, CASBOT 01, features a bionic hand capable of performing intricate tasks, demonstrating the integration of embodied intelligence and precision operation technologies [10]. Industry Trends - The domestic embodied intelligence sector is rapidly evolving, with a diverse range of technologies being developed, including various types of tactile sensors [11]. - The company emphasizes the importance of integrating academic research with practical applications, fostering a collaborative environment for continuous innovation [11].

Group 1 - The core message emphasizes the importance of technological innovation in advancing China's modernization and competitiveness in the global arena [1] - The article introduces a series of reports titled "Frontline Innovation," focusing on the experiences and observations of researchers in the field of scientific innovation [1] Group 2 - Lingbao Robotics, founded in 2023, specializes in developing general humanoid robots and embodied intelligence products, with a focus on practical applications [3][4] - The company utilizes a visual language action model (VLA) to enable robots to learn skills through imitation, significantly improving the efficiency of skill acquisition [4][5] - The robots developed by Lingbao can perform precise tasks, such as assembling computer components with a precision of 0.3 mm, showcasing their advanced capabilities [3][4] Group 3 - Lingbao Robotics is working on flexible automation solutions for the shoe manufacturing industry, addressing the challenges of high costs and low adaptability in traditional production lines [6][7] - The company has developed a system that allows robots to learn to perform tasks in dynamic environments, reducing the time required for training to about one hour [7] - The humanoid robot developed by Lingbao, CASBOT 01, features a bionic hand capable of executing complex tasks, highlighting the integration of embodied intelligence and precision operation [8] Group 4 - The domestic development of embodied intelligence is rapidly advancing, with a growing variety of tactile sensors and technologies being integrated into the industry [9] - Lingbao Robotics emphasizes the importance of collaboration between academia and industry, applying the latest research findings to product development while also contributing to academic research [9]

而对于蓝思科技而言，此次投资是对人形机器人领域的进一步布局。 从中科慧灵团队背景看，其创始团队的以往项目经验包含多个机器人研究，例如，参与开展人形机器人 火炬传递任务的视觉检测技术研究、参与电力巡检特种机器人系统研制、参与研制模块化开放式机器人 运动控制器、参与四足机器人环境感知与自主跟随项目和光学复合仿生视觉关键技术研制、承担操作型 服务机器人研究等。 团队项目经验还涉及机器人重要零部件研发，如参与轻量化绳驱机械臂研制与柔性控制技术研究、参与 四目仿生眼重大仪器设备系统研制、参与大飞机高锁螺母柔顺装配机器人系统研制等。 中科慧灵表示，公司探索人工智能与机器人技术的深度融合，在模块化硬件平台、类脑智能、执行智能 等关键核心技术板块不断突破技术壁垒，以点亮实际应用场景为使命，让具身智能从舞台迈向实用。 融资方面，2025年2月，该公司完成超亿元天使轮融资，由联想创投、国投创合领投；6月再获近亿元天 使+轮融资，由蓝思科技领投。其所募集资金将主要用于加速推进产品量产、技术研发迭代以及市场拓 展。 21世纪经济报道记者 张赛男 实习生许思佳 蓝思科技（300433.SZ）进一步加码人形机器人布局。 据企查查数据，蓝 ...

Group 1 - The core point of the article is that Lens Technology has become a shareholder in Beijing Zhongke Huiling Robot Technology Co., Ltd. [1] - Beijing Zhongke Huiling Robot Technology Co., Ltd. was established in August 2023 with a registered capital of approximately 1.37 million RMB [1] - The company focuses on manufacturing electronic specialized equipment, software development, and research and development of intelligent robots [1] Group 2 - The new shareholder, Lens Technology, joins existing shareholders including Hainan Zhidong Intelligent Technology Co., Ltd. and Lenovo (Beijing) Co., Ltd. [1]

Core Viewpoint - The article discusses the rapid advancements and competitive landscape of dexterous hand technology within the embodied intelligence sector, highlighting key players and their innovative products in the field [1][63]. Group 1: Company Summaries - **Beijing Yinshi Robot Technology Co., Ltd.**: Founded in 2016, focuses on micro precision motion components and servo control technology, with products like micro servo cylinders and humanoid dexterous hands, excelling in miniaturization and precision control [1]. - **Shanghai Aoyi Information Technology Co., Ltd.**: Established in 2015, specializes in smart bionic prosthetics and rehabilitation systems, recently launching the second-generation dexterous hand ROH-AP001, which features high-density tactile sensors and lightweight design [1][2]. - **Paxini Perception Technology (Shenzhen) Co., Ltd.**: Founded in 2021, focuses on advanced tactile technology and humanoid robots, offering dexterous hands with extensive tactile sensing capabilities [1][9]. - **Zhejiang Qiang Brain Technology Co., Ltd.**: Established in 2015, aims to lead in non-invasive brain-computer interface technology, developing smart bionic hands that integrate with brain-computer interfaces for intuitive control [1][12]. - **Daimeng (Shenzhen) Robot Technology Co., Ltd.**: Founded in 2021, develops high-resolution tactile sensing dexterous hands, integrating AI and robotics for innovative solutions in various fields [1][13]. - **Lingxin Qiaoshou (Beijing) Technology Co., Ltd.**: Established in 2019, focuses on dexterous hands with high degrees of freedom, surpassing human capabilities in certain movements [1][19]. - **Zhejiang Lingqiao Intelligent Technology Co., Ltd.**: Founded in 2024, emphasizes dexterous operation technology, with flagship products featuring multiple degrees of freedom and advanced sensor integration [1][20]. - **Shenzhen Yihai Yuanshi Technology Co., Ltd.**: Established in 2021, focuses on brain-like intelligence and dexterous hand technology, providing innovative solutions for robotic dexterity [1][28]. - **Shenzhen Zhaowei Electromechanical Co., Ltd.**: Founded in 2001, offers micro drive systems, recently launching a new generation of bionic dexterous hands with significant upgrades [1][32]. - **Beijing Siling Robot Technology Co., Ltd.**: Established in 2018, leverages technology from the German Aerospace Center to innovate in robotic applications, focusing on lightweight robotic arms [1][35]. - **Zhongke Guiji (Nanjing) Robot Co., Ltd.**: Founded in 2024, specializes in general dexterous operation capabilities for robots, developing a series of products for various applications [1][54]. Group 2: Industry Trends - The article highlights the competitive landscape of the dexterous hand technology sector, indicating a surge in innovation and product development among numerous companies [1][63]. - The rapid technological advancements and the expansion of application scenarios suggest that the Chinese market for embodied intelligence components is entering a critical phase of competition [1][63].

Group 1 - CASBOT, a humanoid robot brand, has completed nearly 100 million yuan in angel financing, led by Lens Technology, with funds aimed at accelerating product mass production, technology development, and market expansion [2][5] - The company has three product lines: bipedal robots, wheeled robots, and dexterous hands, with plans to deliver over 300 units this year [2][5] - The second-generation bipedal humanoid robot, CASBOT 02, was launched at a price of 328,800 yuan, featuring advanced capabilities and reduced production costs compared to its predecessor [7][10] Group 2 - The humanoid robot market in China is projected to reach 2,400 units in sales by 2024 and 7,300 units by 2025, with a market size approaching 2.4 billion yuan [10][11] - By 2035, the humanoid robot market is expected to grow significantly, potentially reaching 200 million units and a market size of nearly 140 billion yuan [10][11] - The global humanoid robot market is forecasted to grow to 7 trillion USD by 2050, indicating a strong demand for robots in various sectors [13][14] Group 3 - The company emphasizes a strategic focus on industrial applications, leveraging its competitive advantages in technology, product, and customer resources [8][9] - The current humanoid robot industry is experiencing rapid iteration, with a focus on practical applications rather than engaging in competitive "involution" [3][9] - The company aims to enhance its robots' capabilities through data-driven iterations and cross-scenario adaptability, ultimately expanding into household service scenarios [9][14]