综合新华社记者报道 编辑：董博涵 新华社音视频部制作 0:00 2025年，机器人不再只是实验室里的精密仪器，而是冲出围栏真正"跑"了起来。每一次技术的突破，每 一个场景的落地，都是机器人产业向前迈出的坚实一步。一起回顾2025机器人产业发展的历史时刻。 ...

动辄数十亿的资本联姻，参与者身份不尽相同。有的已是港股上市公司，有的没上市企业并未注入资产 和重组计划。有的是人形机器人，有的是四足机器人、特种机器人，并购对象更是涉及环保材料、园林 机械、能源运输、物流仓储等千行百业。 12月24日，优必选宣布收购A股上市公司园林机械制造商锋龙股份的43%股权，豪掷16.65亿元拿下后者 控股权。在此之前数月时间，进行了类似操作的还有智元机器人收购上纬新材、七腾机器人收购胜通能 源…… 算上反向操作的东杰智能收购遨博智能，以及明确IPO进展的宇树科技、云深处科技、乐聚机器人等， 机器人在资本市场的火爆持续到岁末年初。 从内测产品找风投，到秀舞蹈打比赛，再逐渐成为公开市场的香饽饽，以人形机器人破圈为标志的机器 人全链条迎来订单和财富的爆发期。 虽说上市只是又一个阶段的新起点，但能接受大众层级的检验，意味着机器人竞争告别了草根、草莽时 代。市场上有头部领跑者，有当红炸子鸡，有资本领域的长袖善舞，也有大厂明争暗斗和合纵连横—— 新进入者并非没有机会，竞争压力却远超过往。 近期还有市场传闻称，多家人形机器人企业正展开竞逐，不惜重金要拿下总台马年春晚亮相机会。一年 前略显笨拙的"春晚 ...

从春晚，到全球首个人形机器人半程马拉松赛再到2025世界机器人大会、2025世界人形机器人运动会，今年以来，机器人产业发展可以说收获了大量的关 注。 从这些大赛、大会，我们得以见到机器人产业发展至今的成果，感觉好像机器人怎么突然发展得这么快了？其实在这里面，我们国家没少在里面"出招"。 21世纪经济报道记者冉黎黎 北京报道 2025年最受关注的产业是什么？不论大家的脑海里冒出了多少个答案，机器人或许在列。 "十四五"时期，《"十四五"机器人产业发展规划》《"机器人+"应用行动实施方案》《工业机器人行业规范条件（2024版）》等一系列政策接连出台。政策 做了这么多，那除了肉眼可见的机器人已经能跑能跳之外，机器人这个产业到底发展得怎么样了？ ...

虽说上市只是又一个阶段的新起点，但能接受大众层级的检验，意味着机器人竞争告别了草根、草莽时 代。市场上有头部领跑者，有当红炸子鸡，有资本领域的长袖善舞，也有大厂明争暗斗和合纵连横—— 新进入者并非没有机会，竞争压力却远超过往。 12月24日，优必选宣布收购A股上市公司园林机械制造商锋龙股份的43%股权，豪掷16.65亿元拿下后者 控股权。在此之前数月时间，进行了类似操作的还有智元机器人收购上纬新材、七腾机器人收购胜通能 源…… 算上反向操作的东杰智能收购遨博智能，以及明确IPO进展的宇树科技、云深处科技、乐聚机器人等， 机器人在资本市场的火爆持续到岁末年初。 从内测产品找风投，到秀舞蹈打比赛，再逐渐成为公开市场的香饽饽，以人形机器人破圈为标志的机器 人全链条迎来订单和财富的爆发期。 北京商报评论员 张绪旺 动辄数十亿的资本联姻，参与者身份不尽相同。有的已是港股上市公司，有的没上市企业并未注入资产 和重组计划。有的是人形机器人，有的是四足机器人、特种机器人，并购对象更是涉及环保材料、园林 机械、能源运输、物流仓储等千行百业。 近期还有市场传闻称，多家人形机器人企业正展开竞逐，不惜重金要拿下总台马年春晚亮相机会。 ...

Group 1 - The robot industry has experienced rapid development throughout the year, showcasing advancements from simple performances at the Spring Festival Gala to complex functionalities such as jumping, household chores, and factory operations [1] - The 2025 Intelligent Robot Competition finals were held in Beijing, highlighting new products and applications in the robotics field [1] Group 2 - Emergency robots are being developed as "intelligent sentinels," capable of performing tasks in extreme environments where human presence is limited, such as bomb disposal and high-altitude maintenance [2][4] - A demonstration featured a robot that could autonomously flip itself back to an operational position after tipping over, showcasing resilience and functionality [2] - In high-risk scenarios, robots are performing critical tasks like high-precision spraying on wind turbine models and ice removal from high-voltage transmission lines [4] Group 3 - Rehabilitation and elderly care robots are emerging as valuable assistants in the aging population sector, addressing the growing demand for support in these areas [5] - A mobile robot demonstrated its ability to pick up and categorize scattered items, interact with humans through voice recognition, and operate a microwave, indicating advancements in user-friendly technology [7] - The production of service robots reached 13.5 million units in the first three quarters of the year, surpassing the total expected production for 2024, with expectations for further growth as technology matures and costs decrease [7]

Core Insights - The article discusses a significant investment opportunity in the robotics sector, particularly focusing on Skild AI, which is in talks for a funding round exceeding $1 billion, potentially raising its valuation to $14 billion, nearly double its previous valuation of $4.7 billion during its last funding round [1][3][6]. Investment and Valuation - Skild AI, founded in 2023, aims to develop a universal software "brain" for robots, overcoming deployment barriers in various environments [7]. - The company raised $500 million in its B round of funding in June 2023, with SoftBank leading the investment [3][6]. - If the new funding round is successful, Skild AI's valuation will increase significantly, reflecting investor interest in humanoid robotics as AI advancements enable more complex tasks [3][6]. Government Support and Industry Trends - The U.S. government, under the Trump administration, is reportedly pushing for the development of the robotics industry, with plans for an executive order on robotics next year [4][10]. - The U.S. Commerce Department has confirmed its commitment to the robotics sector, emphasizing its importance for bringing critical manufacturing back to the U.S. [10]. - There is a growing interest in establishing a national robotics strategy to support the emerging industry and maintain competitiveness against countries like China, which has significantly more industrial robots [10][11]. Market Potential and Future Outlook - Investment demand in the robotics sector is surging, with projections indicating that funding could reach $2.3 billion by 2025, doubling from the previous year [6]. - Goldman Sachs estimates that the global humanoid robotics market could reach $38 billion by 2035 [6]. - Experts caution that achieving truly universal robotic applications remains technically challenging and may take years for widespread implementation [9].

机器人板块情绪回暖，底部布局静待花开 20251130 摘要 工信部成立人形机器人标准化技术委员会，宇树科技和智元科技高管任 副主任，加速行业标准制定。发改委指出国内人形机器人企业超 150 家， 面临同质化和竞争加剧风险。 近期市场催化剂包括海外 T 公司审厂活动，头部公司如宇树、智元等明 年一季度上市计划，工信部补贴政策出台，以及马斯克第三代 AI 智能机 器人发布和企业量产规划。 市场回调至低位，预计 12 月有冲刺，明年一季度或迎较大行情。关注 港股公司如敏实集团、吉时佳等，以及蓝思科技、领益制造等头部公司， 风调科技、奥比中光等大脑算法公司，大洋电机等电机领域标的。 斯菱股份与北美客户 T 合作紧密，谐波减速器已进入小批量交货阶段， 年底产能预计达 30 万台，并计划覆盖更多机械传动零部件，北美客户 进展显著。 长安汽车成立天枢智能机器人科技有限公司，进军人形机器人赛道，利 用汽车产业积累的技术、产业化和供应链优势，整合硬件、软件和服务， 并依托汽车销量实现快速应用。 Q&A 本周机器人板块的市场行情和重点事件有哪些？ 本周机器人板块情绪回暖，同花顺人形机器人指数上涨了 4.8 个点，沪深 300 ...

Core Viewpoint - The article discusses the recent policy measures introduced by the Guangxi Autonomous Region's Ministry of Industry and Information Technology and five other departments to promote the development of the robotics industry, focusing on Nanning and Liuzhou as key areas for growth [2] Group 1: Policy Measures - The policy measures aim to cultivate a robotics industry cluster centered around Nanning and Liuzhou [2] - Nanning is designated to become a robotics export base, while Liuzhou will focus on innovative application scenarios and manufacturing of robotic components [2] - The measures include investment subsidies and output rewards to support the development of a robotics demonstration application hub aimed at the ASEAN market [2]

Core Insights - The recent surge in investments by A-share listed companies into the robotics sector indicates a significant shift towards large-scale development, moving beyond mere technological validation [1][3] - The domestic robotics industry is experiencing substantial progress in core component localization and cost reduction of key technologies, supported by favorable high-end manufacturing policies [1][5] - The collaboration among companies is becoming a mainstream trend, focusing on resource sharing and complementary strengths to explore innovative applications in robotics [2][3] Company Developments - Yunyi Electric announced a plan to invest 100 million yuan to establish a wholly-owned subsidiary, Nanjing Yunyi Robot Co., Ltd., leveraging its expertise in controller technology to expand into robotics [1] - Ruide Intelligent plans to invest 10 million yuan to increase its stake in Shenzhen Yutuo Intelligent Co., Ltd., a leader in the power plant robotics sector, enhancing its technological capabilities in the field [2] - Yonggui Electric signed a framework cooperation agreement with Zhiyuan Innovation to explore applications of connectors and harnesses in humanoid robots, aiming for mutual benefits through resource sharing [2] Market Dynamics - The global robotics market is projected to reach $27.64 billion in sales by 2024 and is expected to grow to $81.56 billion by 2031, with a compound annual growth rate (CAGR) of approximately 18% from 2025 to 2031 [4] - The continuous release of market demand is providing strong momentum for industry growth, supported by a collaborative ecosystem among policy, market, and technology [5] Technological and Ecological Support - The trend of cross-industry technology reuse is gaining traction, with companies like BYD transferring automotive technology to robotics, while others like Yunyi Electric extend their existing technological foundations into the robotics sector [5] - The synergy between policy, market, and technology is establishing a robust foundation for the robotics industry, with clear development directions outlined by national policies [5] Challenges Ahead - Despite the promising outlook for the robotics industry, challenges remain, including ongoing R&D in core technologies, performance improvements in key components, and the need for standardized industry practices [6] - The shortage of multi-disciplinary talent and the need for enhanced supply chain collaboration are significant hurdles that could impact the pace of project advancement [6]

本报记者 李 贞 中国机器人产业正加速发展，成为全球制造业自动化的重要引擎。关于当前行业发展情况，本报记者采 访了北京航空航天大学机器人研究所教授陈殿生。 记者：过去，我们知道机械臂也就是工业机器人会应用在工厂生产线上。但现在，我们看到很多机械臂 走进了日常生活，成为咖啡机器人、按摩机器人等。这种发展变化具有怎样的价值？ 陈殿生：这一变化看上去是机械臂的应用场景变了，但实际上，其背后的技术已发生了跨越式发展。 应用在生产线上的传统工业机器人，它需要有围栏，将机械臂与人隔离开，以保证人的安全。但应用在 生活服务场景中的机械臂，需要与人密切接触，它们更准确的称呼应该是协作机器人。从"制造"转 向"服务"的机械臂，其技术内核，比如精密传动、运动控制等，还是源于工业机器人，但设计理念、安 全标准和场景需求都已经发生了变化。 国产协作机器人的快速发展具有重要意义。首先，它带来了技术普惠化，让机器人从只为大型制造业服 务的"高端装备"，走进了大众消费领域。这也是技术安全成熟、成本下降、供应链完善的必然结果。其 次，它催生了"机器人+"的新商业模式，比如"机器人+咖啡"的无人咖啡厅、"机器人+康养"的新型康养 社区等。结合 ...