展望未来，伊藤孝幸表示，全球机器人市场将保持稳健增长。中国作为全球机器人产业的引擎，其增长 不仅体现在数量上，也体现在技术创新和质量提升上。 伊藤孝幸说，在新安装机器人方面，与主要经济体普遍放缓的态势形成鲜明对比的是，中国实现了逆势 增长。中国在全球机器人产业中正发挥着"需求引擎"的关键作用。 今年8月，伊藤孝幸参加了在北京举办的世界机器人大会。他注意到工业机器人已在工厂和实验室广泛 部署。 0:00 国际机器人联合会主席伊藤孝幸日前在接受新华社记者专访时说，中国机器人产业正以前所未有的速度 发展，跃升为全球制造业自动化的重要引擎。 国际机器人联合会总部设在德国法兰克福，其最近发布的《2025年世界机器人报告》显示，2024年，全 球新安装工业机器人54.2万台，较10年前翻了一番多。 记者：李函林 新华社音视频部制作 新华社国际传播融合平台出品 ...

流动性方面，机器人ETF嘉实盘中换手3.14%，成交2700.47万元。拉长时间看，截至10月14日，机器人ETF嘉实近1月日均成交6131.90万元。 截至2025年10月15日 13:51，中证机器人指数强势上涨1.65%，成分股中大力德上涨5.71%，均普智能上涨5.43%，南网科技上涨5.03%，江苏雷利，鸣志电器 等个股跟涨。机器人ETF嘉实(159526)上涨1.56%。 规模方面，机器人ETF嘉实近半年规模增长2.36亿元，实现显著增长。份额方面，机器人ETF嘉实最新份额达5.80亿份，创近1年新高。资金净流入方面，机 器人ETF嘉实近5天获得连续资金净流入，最高单日获得2057.14万元净流入，合计"吸金"5816.43万元。 截至10月14日，机器人ETF嘉实近1年净值上涨44.08%。从收益能力看，截至2025年10月14日，机器人ETF嘉实自成立以来，最高单月回报为25.78%，最长 连涨月数为4个月，最长连涨涨幅为32.02%，上涨月份平均收益率为9.41%。 数据显示，截至2025年9月30日，中证机器人指数前十大权重股分别为汇川技术、科大讯飞、石头科技、大华股份、中控技术、大族激光 ...

机器人板块日内呈现震荡调整态势，截至14:27，机器人ETF（562500）下跌3.99%。持仓股方面，73只 持仓股中除海得控制外其余72只个股均下跌，中控技术、绿的谐波、鸣志电器领跌超7%。尽管市场短 期有所波动，但交投活跃，成交额已突破14亿元，显示出资金对机器人产业赛道的长期发展仍抱有高度 关注。 消息方面，海关总署表示，随着新质生产力不断发展，重点产业提质升级，我国出口产品的结构不断优 化创新。我国制造的机器人应用场景更加丰富，不断走俏国际市场，前三季度，我国出口工业机器人增 长54.9%。 国海证券表示，电动化与智能化浪潮下，国内外人形机器人产品问世并不断迭代，有望开辟比汽车更广 阔的市场空间，人形机器人产业链将迎来"从0至1"的重要投资机遇。机器人从本体到零部件商持续开展 产品迭代，同时快速推进业务合作和场景应用，积极探索人形机器人规模化量产和商业落地。人形机器 人产业或迎来"ChatGPT时刻"。 机器人ETF（562500）是全市场唯一规模超两百亿的机器人主题ETF，成分股覆盖人形机器人、工业机 器人、服务机器人等多个细分领域，帮助投资者一键布局机器人上中下游产业链。 （文章来源：每日经济新 ...

Core Insights - Wanliyang has achieved a significant technological breakthrough in the robotics field with the launch of its first planetary joint module product, marking a key milestone in its strategic upgrade and opening a new growth avenue for the company [1][3] Company Overview - Wanliyang, headquartered in Jinhua, Zhejiang, primarily operates in the automotive parts and new energy storage sectors, with a notable reputation for its transmission systems in the automotive industry [3] - The company is recognized as the first in China to cover both commercial and passenger vehicle markets with its manual and automatic transmission development and production capabilities, achieving an annual production capacity of 1.1 million commercial vehicle transmissions, 1.3 million passenger vehicle transmissions, and 350,000 electric vehicle reducers [3] Robotics Business Development - The robotics industry is a core strategic focus for Wanliyang, with the harmonic reducer project being a key research initiative aimed at achieving international standards in transmission precision, durability, and noise levels for industrial and humanoid robots [4] - The establishment of Zhejiang Wanliyang Robotics Technology Co., Ltd. in May 2023 is dedicated to the research and industrialization of precision transmission products for robotics [4] - The product range includes harmonic reducers, planetary reducers, brushless motors, and controllers, with integrated products like harmonic and planetary joint modules designed for various applications, including humanoid robots and AGVs [4] Product Specifications - The first product launched is a planetary joint module with a diameter of 90mm and a length of 68mm, featuring a peak torque of 180 Nm, a 30% improvement in torque density compared to competitors, and high precision specifications [4] - The product is designed for high-load areas in robots, such as the waist, hips, knees, and shoulders, achieving industry-leading technical standards [4] Future Outlook - The company plans to establish a production capacity of 450,000 sets of joint modules per year by the end of February 2026, reflecting its long-term commitment to scaling its robotics business [6] - The robotics team is positioned to approach project development with an entrepreneurial mindset, aiming to rapidly advance and create competitive robotics solutions [5]

中新网10月13日电(记者张尼)机器人打太极、跳英歌舞、跑马拉松……这不是科幻电影里的硅基生命觉醒场景， 而是广东科创的鲜活日常。作为改革开放的前沿阵地，经济大省广东已把目光瞄准了人工智能与机器人这一未来 产业制高点。 日前，记者跟随由广东省委网信办主办、南方新闻网承办的"改革开放走在前——广东科创新气象"主题宣传活动 走进珠海、深圳、汕头多地，感受前沿创新成果。 "夸父"机器人打太极中新网张尼摄 "深圳硬件工业体系成熟，零件供应效率十分高，有时候甚至可以做到上午出设计图下午零件就能制作出来，这对 机器人产业来说是非常大的支持。"乐聚机器人副总裁吴雨璁在接受记者采访时如是说。 对于产业未来的发展前景，业界充满信心。 以人形机器人为例，据统计，全球人形机器人约38%的供应链企业在中国，而中国约57%的供应链企业在粤港澳 大湾区。 作为国内人工智能和机器人产业的"双高地"，仅深圳南山区就集聚了200余家优质机器人企业，其中上市企业14 家，专精特新"小巨人"30家，工业百强8家。 在深圳湾以西、粤海街道与深圳科技园及周边的机器人湾，也云集着一大批机器人企业，它们聚焦"高端制造+国 际合作"，重点发展无人机、工业机 ...

Core Viewpoint - Wanliyang's launch of its first planetary joint module product marks a significant technological breakthrough in the robotics sector, indicating the company's strategic expansion into new business areas [1][2] Group 1: Product Development - The first planetary joint module has an outer diameter of 90mm, a length of 68mm, and a peak torque of 180 Nm, with a torque density improvement of approximately 30% compared to similar products [1] - The product features absolute positioning accuracy and repeat positioning accuracy of less than 0.5 arc minutes, making it suitable for high-load areas such as the waist, hips, and knees of robots [1] Group 2: Company Background and Strategy - Wanliyang began its foray into the robotics industry in 2023, establishing Zhejiang Wanliyang Robotics Technology Co., Ltd. on May 22 to focus on the R&D and industrialization of precision transmission products for robotic joints [2] - The company has over 20 years of experience in the automotive transmission field, which provides a solid technical foundation for its entry into the robotics sector [2] - The product range includes harmonic reducers, planetary reducers, brushless motors, and controllers, with diameters from 30mm to 150mm and torque capacities from 0.5 Nm to 350 Nm, applicable in humanoid robots, articulated robots, and AGVs [2] Group 3: Research and Development Capabilities - The R&D team comprises over 60% of master's and doctoral degree holders, skilled in structural simulation, electromagnetic design, and testing optimization [2] - The company has established a national-level laboratory recognized by CNAS, equipped with facilities such as an NVH anechoic chamber and environmental high/low temperature testing platforms [2] Group 4: Production Capacity and Future Plans - Wanliyang plans to establish an annual production capacity of 450,000 joint modules in Jinhua, with expected production capabilities by the end of February 2026 [2] - The company aims to build advantages in product performance and quality in the robotic joint module sector and intends to collaborate with upstream and downstream enterprises in the industry [2]

Core Insights - The Chinese robotics industry is rapidly developing and has become a crucial engine for global manufacturing automation [1][2] - China accounted for over 50% of the new industrial robots installed globally in 2024, with 295,000 units, significantly outpacing other countries [1] - The demand for robots in China is driving the growth of local manufacturers and enhancing international supply chains [1][2] Industry Developments - The modernization of China's manufacturing sector is accelerating the deepening and diversification of robot applications [2] - Strong demand for precision assembly robots is driven by the steady development of the electronics industry, while the metalworking sector is increasingly adopting welding and handling robot technologies [2] - Automation applications are rapidly growing in various industries, including metal processing, food, textiles, and wood processing, highlighting the structural upgrades in Chinese manufacturing [2] Future Outlook - The global robotics market is expected to maintain steady growth, with an average annual increase of about 10% in the coming years [3] - China will continue to be the most important and dynamic market in the robotics industry, with growth reflected in both quantity and technological innovation [3] - The expansion of application scenarios and improvement in technology within the Chinese robotics industry are reshaping manufacturing and injecting new vitality into the global robotics sector [3]

Core Insights - The Chinese robotics industry is rapidly developing and has become a crucial engine for global manufacturing automation [1][2] - China accounted for over 50% of the new industrial robots installed globally in 2024, with 295,000 units, significantly outpacing other countries [1] - The demand for robots in China is driving the growth of local manufacturers and enhancing the international supply chain [1][2] Industry Trends - The modernization of China's manufacturing sector is accelerating the deepening and diversification of robot applications, particularly in electronics and metal machinery [2] - There is a strong demand for precision assembly robots in the electronics sector, while the metalworking industry is increasingly adopting welding and handling robot technologies [2] - Automation applications are rapidly growing in various sectors, including metal processing, food, textiles, and wood processing, highlighting the structural upgrades in Chinese manufacturing [2] Future Outlook - The global robotics market is expected to maintain steady growth, with an annual increase of approximately 10% in the coming years [3] - China will continue to be the most important and dynamic market in the robotics industry, contributing to both quantity and technological innovation [3] - The expansion of application scenarios and enhancement of technology in the Chinese robotics industry are reshaping manufacturing and injecting new vitality into the global robotics sector [3]

Core Insights - The global technology giants are increasingly entering the robotics industry, leading to a resurgence in the robotics sector in the capital markets, with the humanoid robot index rising by 57.74% since April 8 [1] - The robotics industry is at a critical stage of transitioning from laboratory breakthroughs to industrial applications, presenting significant investment opportunities [1] - The robotics sector is expected to become a trillion-dollar market, with substantial growth potential in China [1] Global Developments - Numerous tech companies are making significant advancements in robotics, creating a competitive landscape [2] - Notable developments include Nvidia's release of the Jetson Thor robot chip, which boasts a 7.5 times speed increase and 128GB memory, and Tesla's plans for the Optimus V3 robot, aiming for mass production by 2026 [2] - Domestic companies like Yushutech and Bixuan are also making strides, with Yushutech announcing an open-source model and Bixuan securing a $1 billion strategic partnership for a super factory in the Middle East [2] Technological Advancements - Continuous technological improvements are enhancing robot functionality and performance, with more human-like features emerging [2] - The integration of large language models (LLM) and visual language models (VLM) is improving robots' cognitive abilities, while multi-modal sensors enhance environmental perception [2] - Reinforcement learning is optimizing gait algorithms, significantly improving robots' adaptability to various terrains [2] Policy Support - The Chinese government is actively promoting the robotics industry through favorable policies and initiatives [3] - Key policies include the inclusion of "embodied intelligence" in government reports and the issuance of opinions to develop intelligent robots as new-generation smart terminals [3] - Local governments are also launching action plans and establishing large-scale industrial funds to accelerate the transition from technology to industrialization [3] Financial Performance - The financial outlook for robotics companies is improving as applications in diverse scenarios become more prevalent [3] - By mid-2025, 34 listed robotics companies are projected to achieve a total revenue of 54.758 billion yuan, a 12.7% increase from 48.615 billion yuan in 2024, with net profits rising by 31.4% [3] Future Outlook - The year 2025 is anticipated to be a pivotal year for the humanoid robotics industry, with expected synergies across policy, industry, and capital sectors [4] - The rapid development of the industry is likely to lead to the emergence of more intelligent and flexible robots across various applications [4]

Core Viewpoint - The collaboration between Lichung Group and Beijing Weijing Intelligent Technology Co., Ltd. aims to extend Lichung Group's reach into the humanoid robotics industry and enhance the application of aluminum alloy materials and components in emerging sectors [1] Group 1: Partnership Details - On October 9, 2025, Lichung Group signed a "Robot Strategic Cooperation Agreement" with Beijing Weijing Intelligent Technology Co., Ltd. [1] - Lichung Group will supply high-performance aluminum alloy materials and lightweight key components to Weijing Intelligent [1] - Weijing Intelligent will provide visual inspection and standardized operation solutions for smart factories to Lichung Group [1] Group 2: Joint Initiatives - Both parties will establish a "Research Laboratory for Lightweight Materials and Components in Robot Manufacturing" focusing on new material research, automation production, and manufacturing process innovation [1] - The agreement includes plans to advance equity cooperation to deepen the partnership [1] Group 3: Expected Impact - The collaboration is anticipated to have a positive impact on the company's future annual operating performance [1]