渤海证券表示，具身智能机器人开始走进工业、农业、零售、居家服务等更加丰富的应用场景。机器人 正在与人工智能技术加快融合，并深度重构产业现代化路径，有力驱动生产力大幅跃升。特别是作为智 能机器人的最高形态、具身智能的最佳载体，人形机器人正在加速创新迭代，并深度赋能社会生产与日 常生活。 今日截至14点24，机器人ETF（562500）上涨0.11%，盘中机器人概念股短线拉升，盘面呈现探底回升 走势，现已收复最大2%的跌幅，成功实现翻红。成分股方面，机器人领涨9.10%，矩子科技上涨6%， 盈峰环境、鸣志电器等跟涨。流动性方面，盘中量能持续放大，成交金额达19.61亿元，远超日均全天 成交总额，换手11.98%，市场交投火爆。 消息方面，神驰机电与七腾机器人正式达成深度战略合作关系，标志着神驰机电正式进军机器人领域， 具有里程碑意义。双方将深度整合优势资源，依托七腾机器人技术研发、市场地位、行业影响力以及神 驰机电自主品牌、全球渠道与智能制造优势，在生产制造及服务、应用拓展、市场开拓与推广、产品研 发、成本控制等方面开展深度战略合作。 机器人ETF（562500）是全市场唯一规模超百亿的机器人主题ETF，成分股覆 ...

在通往通用人工智能（AGI）的探索中，具身智能逐渐成为关键方向之一。相比于传统的预设动作序列不同，具身智能 强调智能体与物理环境的交互与适应，聚焦于如何让智能体具备在物理世界中感知环境、理解任务、执行动作并反馈学 习的能力。 而具身智能领域最重要的两个部分：大脑和小脑构成了具身机器人最重要的模块，如果类比于人，大脑负责思考感知 （主导语义理解和任务规划），小脑负责执行（高精度的运动执行）。 国内外相关领域产业分析 近2年，许多具身明星团队陆续出来创业，成立了多家非常有价值的公司。星海图、银河通用、逐际动力等团队陆续从 实验室走向商业和工业界，推动具身本体和大小脑技术的不断进步。 国内传统大厂，华为于2024年底启动"全球具身智能产业创新中心"，与乐聚机器人、大族机器人等企业合作，共同建设 具身智能大脑、小脑等关键技术；京东自2025年5月以来连续投资智元机器人、千寻智能、逐际动力等多家公司，以强 化其在物流科技与家庭服务场景中的效率与服务能力。此外，腾讯、蚂蚁集团、小米等科技巨头也积极通过战略投资与 合作布局，加快构建具身智能产业生态。 国外方面，Tesla/Figure AI在工业与物流机器人应用上持续推进 ...

多数企业选择将大模型"植入"机器人，促进"大脑"与"小脑"共同发育。维他动力应用了VLA（视觉语言动作）模 型的智能伴随机器人，具备自主移动能力和视觉语言交互能力。开普勒K2大黄蜂依托高精度具身感知、模块化软 硬件架构和海量全模态数据，能结合自研轻量模型，实现多模态对齐与毫米级精细操作，大幅提升任务成功率。 "请收拾一下床铺。"听到短短一句指令后，星海图R1 Lite未多犹豫，便从床头走到床尾，有条不紊地叠起被子。 据现场工作人员介绍，该机器人的一系列动作均为自主即时规划，高复杂度、长程任务背后是星海图的端到端 VLA基础模型G0，为机器人未来真正融入日常家庭、胜任真实场景任务打下基础。 同样应用了VLA模型技术的，还有银河通用机器人展台前穿梭行走的四足机器狗。据工作人员介绍，该机器狗配 有特定的传感器硬件，已经能够做到无遥控跟随，即使在扎堆的人群中也能精准识别特定目标，紧紧跟随目标。 同步发展机器人大脑与本体能力的星动纪元，将自研的端到端VLA具身大模型ERA-42与硬件产品进行了深度融 合。两台人形机器人星动L7在包裹传输带上合作，一台专门负责智能分拣包裹，根据包裹的大小、形状、重量等 特征精准抓取分类， ...

2025.08. 14 截至目前，机器人行业签下的大额订单仍以智元、宇树、优必选为首。智元机器人与宇树科技共同中标 中国移动旗下中移（杭州）信息技术有限公司（简称"中移杭"）1.24 亿元人形机器人采购订单。其中 智元机器人以7800万元中标"全尺寸人形双足机器人"标包，宇树科技以4605 万元中标"小尺寸人形双 足机器人、算力背包及五指灵巧手"标包。 据一位参与此次中移杭签约现场的具身从业者对记者表示，以中移杭为采购需求单位的中国移动采购订 单规模很大，智元与宇树1.24亿订单只是采购框架中的一部分，且交付周期较长，首期订单可能在三年 内完成交付。 中国移动采购与招标网官方信息显示，智元与宇树中标项目为《中移（杭州）信息技术有限公司2025 年至2027年人形双足机器人代工服务采购项目》。该项目于今年6月17日唱价，6月25日公示中选结 果。据上述人士透露，中移杭采购的机器人将主要应用于科研、巡检、服务等场景。 本文字数：3446，阅读时长大约6分钟 作者 | 第一财经 吕倩 今年以来，以宇树、智元、优必选等为代表的头部厂商先后披露合计超2亿元人民币的人形机器人订 单，同时，多家机器人厂商在WRC大会中公布 ...

2025.08. 14 本文字数：3326，阅读时长大约6分钟 作者 | 第一财经 乔心怡 一 个 能 够 意 识 到 失 败 的 机 器 人 ， 或 许 比 一 个 永 不 出 错 的 机 器 ， 更 接 近 AGI （ Artificial General Intelligence，通用人工智能）。 在过去的几天中，第一财经记者近距离看到了多次"失误"：机器人铺床时意外卡壳、运动时突然中 断"抽搐"、操作中出现延迟……但部分机器人能够在任务失败后，不断尝试新的解法——这种由数据驱 动的闭环大模型带来的感知与反复尝试能力，恰恰是行业追逐的技术亮点。 但围绕机器人大模型的分歧也在不断加剧。有人坚持"统一模型直出"，有人选择分层设计，算力消耗、 延迟表现与落地场景成为博弈焦点。另一方面，机器人企业也不断推出灵活度更高、更便宜的本体或自 研核心零部件产品来抢占市场。 现阶段，共识或许并非必须。在模型或本体的局部竞争之外，行业领先者们正抢夺更重要的话语权：谁 来制定统一的性能测评标准？谁能掌握核心数据集的开放权与主导权？这些问题的答案或许将直接决定 未来的行业竞争格局。 机器人失败了，也会思考了 机器人正在收拾床铺 ...

Core Insights - The World Robot Conference (WRC) showcased major manufacturers and suppliers in the robotics industry, with a significant focus on LiDAR technology as a standard for embodied intelligence [1] - Hesai Technology anticipates that its LiDAR shipments in the robotics sector will exceed 200,000 units by 2025, surpassing the total historical deliveries of robotic LiDAR [1][6] Industry Trends - The demand for robotic lawn mowers is surging, with a notable increase in orders outside of automotive applications, indicating a rapid growth in this segment [3] - Over the past five years, 32 companies have entered the lawn mower robotics market in China, reflecting a significant rise in industry penetration [5] - Current global sales of lawn mowers are approximately 1.8 million units, with a penetration rate of less than 10%, indicating that the industry is still in its early stages [5] Technological Developments - The integration of hardware and software is crucial for the development of lawn mowers, with a focus on optimizing hardware performance to meet the demands of different grass types and growth rates [5] - Hesai's JT series LiDAR is being widely adopted across various robotic applications, including service robots and lawn mowers, highlighting the growing demand for LiDAR technology [5][8] Strategic Partnerships - Hesai Technology signed a strategic cooperation agreement with Keting Technology to provide 300,000 JT series LiDAR units for their lawn mowers over the next year [6] - The company has already achieved mass production and delivery of 100,000 units of the JT series LiDAR within five months of its launch, primarily for the lawn mower sector [6] Market Outlook - The robotics industry is expected to see a significant increase in the deployment of humanoid robots, with several manufacturers planning to launch their products by the end of 2024 [10] - The market for service robots, including lawn mowers, is projected to exceed that of the automotive sector, with potential applications reaching into the millions [10]

Core Viewpoint - The article highlights the explosive growth potential in the laser radar market for robotics, particularly in the lawn mowing robot segment, with significant orders and partnerships emerging among leading companies in the industry [1][3][8]. Group 1: Market Growth and Demand - The global sales of lawn mowing robots are nearing 1.8 million units, with a penetration rate of less than 10%, indicating that the industry is still in its early stages [6]. - Companies like Hesai Technology expect to ship over 200,000 laser radars for robotics by 2025, surpassing the total historical delivery volume [1]. - The demand for embodied intelligence in robotics is driving the need for laser radars, which are considered essential sensors for robot mobility due to their wide sensing range and reliability [9][10]. Group 2: Industry Dynamics and Competition - The rise of boundary-less lawn mowing robots has led to a surge of domestic players entering the market, with 32 companies having entered the lawn mowing robot sector in the past five years [5]. - Hesai Technology has signed a strategic partnership with Keting Technology to supply 300,000 JT series laser radars for their lawn mowing robots, indicating a strong collaboration trend in the industry [7]. - The integration of hardware and software is crucial for optimizing performance, especially in regions with challenging grass conditions, which is driving innovation in the sector [6]. Group 3: Future Outlook - The year 2025 is anticipated to be a pivotal year for humanoid robots, with several manufacturers planning to launch their products by the end of 2024 or early 2025 [11]. - The market for service robots, including lawn mowing robots, is expected to grow significantly, potentially exceeding the automotive sector in market size [11].

一个擎天柱机器人正彬彬有礼地为顾客盛装爆米花，只见他精准地倒了两下，然后竖起大拇指，挥挥手 递给顾客。整个过程非常利落，没有洒出来，也没有笨手笨脚。这就是特斯拉旗下人形机器人擎天柱入 驻洛杉矶主题餐厅的工作场景。此外，擎天柱还能精准识别顾客的讲话。当顾客说爆米花没有盛满的时 候，擎天柱又去盛了一点爆米花，并恰好倒满食品袋。 业内人士表示，特斯拉的人形机器人首次在餐厅中亮相并参与服务，展示了其在服务场景中的潜力和创 新性。 马斯克对擎天柱可谓寄予厚望。他表示，如果特斯拉能够在人形机器人和自动驾驶领域成功执行其宏伟 蓝图，公司的估值有望达到25万亿至30万亿美元，这一数字是其当前市值的20~30倍。 AI领域下一个必争之地。 8月14日上午，A股市场各主要指数再度发力，上证指数盘中突破3700点大关，再创阶段新高。近期最 典型大牛股当属工业富联、新易盛、胜宏科技等AI题材个股，它们都是英伟达产业链上的重要参与 者，实现了业绩、股价双赢。 特斯拉人形机器人被寄予厚望 AI作为近年来最宏大的叙事，以英伟达为代表的AI硬件企业可谓是赚得盆满钵满。展望下一个时代， 人形机器人作为必争之地已经受到了市场极大的关注和青睐，而 ...

万马科技（300698.SZ）8月14日在投资者互动平台表示，公司积极参与到人工智能加速演进的浪潮中， 希望可以将在汽车行业的技术积累迁移至具身智能领域。公司的"遨云"自动驾驶数据闭环工具链平台产 品涉及数据管理、模型训练、仿真模拟和数据合规等能力。您可继续关注公司定期报告、公众号获取公 司战略与发展信息。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司是否有布局机器人业务，贵司的产品能否应用于 机器人行业，是否有这类型的客户？ ...

Group 1 - The core achievement of Harbin Engineering University is the development of an electro-hydraulic deep-sea soft robot, which has been tested in various deep-sea environments, including depths of 1369 meters and 4070 meters [2] - The robot utilizes a miniaturized energy control system for electro-hydraulic unit coordination, enabling it to perform various movements in deep-sea conditions [2] - The soft robot is equipped with a micro deep-sea optical perception system, allowing it to sense its motion state and environmental targets in extreme underwater conditions [2] Group 2 - Figure Company showcased its humanoid robot, Figure 02, which can autonomously fold clothes, utilizing the Helix model for visual language action [5] - The Helix model allows the robot to learn directly from real-world scenarios without relying on rigid fabric models, enhancing its operational capabilities [5] - The robot's neural network has transitioned from merely moving boxes to accurately picking up clothes and folding them through a data-driven approach [5] Group 3 - The 2025 World Robot Conference in Beijing resulted in significant industry promotion, with over 19,000 robots and related products sold, generating sales exceeding 200 million yuan [9] - The conference featured 220 renowned domestic and international robot companies, showcasing 1569 products and securing a total financing amount of 1.481 billion yuan [9] - New initiatives were launched during the conference, including talent cultivation plans and the release of research reports on the development trends of embodied intelligent robots [9] Group 4 - A new data-driven framework called Bioinspired Predictive Slip Control (BPSC) was proposed to enhance robotic manipulation by actively suppressing slip during operations [12] - The BPSC framework integrates neural network predictions with model predictive control, significantly improving stability and adaptability in complex handling tasks [12] - Experimental results indicate that the slip suppression efficiency of this method is 82% higher than traditional gripping force control methods [12] Group 5 - Ninebot Company reported a 76.14% year-on-year increase in revenue, reaching 11.742 billion yuan, and a net profit growth of 108.45%, amounting to 1.242 billion yuan [15] - The company has accumulated 3,790 patents and is actively involved in standardization activities, filling several industry gaps across various technology fields [15] - Key technologies developed by Ninebot include sensorless drive technology and autonomous navigation systems, which have been widely applied across multiple product lines [15]