值得关注的是，LimX Oli将于8月8日，亮相北京世界机器人大会WRC，进行首次公开演示。7月21日， 逐际动力新一轮融资获京东战略领投，更早之前逐际动力还获得阿里巴巴集团、联想创投等机构的战略 投资。 （文章来源：新京报） 新京报贝壳财经讯（记者张晗）7月30日，新京报贝壳财经记者注意到，具身智能机器人公司逐际动力 LimX Dynamics正式发布全尺寸通用人形机器人LimX Oli，售价15.8万元起，即日起开放预订。 据悉，LimX Oli身高165cm，拥有31个机身自由度（不含末端执行器），主要面向AI科研人员、机器人 开发者及解决方案系统集成商等泛通用机器人从业者，LimX Oli提供Lite、EDU及Super三个版本，为复 杂感知、运动控制与交互算法的训练、验证和落地提供全方位的高效支持。 ...

据介绍，科达机器人注册资本1000万元，成立于2025年7月17日。作为科达自控基于战略发展需要设立的全资子公司，科达机器人的核心使命是聚焦机器 人及人工智能相关业务，通过专业化运营完善公司产业链布局，整合人工智能技术与机器人研发能力，全面覆盖"研发—生产—销售"全链条。 根据科达自控的战略布局，科达机器人将承担公司在机器人领域的核心业务，涵盖机器人研发、制造、销售及维修等关键环节，同时同步推进人工智能软 件开发、物联网技术服务、大数据服务等关联领域发展。科达机器人将以"硬科技+场景化服务"为核心模式，聚焦工业、特殊作业等场景的定制化需求， 提供科达机器人解决方案。而科达自控将全力支持子公司发展，确保其在合规运营基础上，快速形成技术与市场优势。 北交所机器人概念股科达自控，近期股价震荡走牛，该股年内涨幅超过56%。 近日，科达自控(831832)公布其全资子公司山西科达机器人有限公司(以下简称"科达机器人")顺利完成工商注册登记，取得由太原中北高新技术产业开发 区管理委员会行政审批局核发的营业执照。这标志着公司在机器人与人工智能领域的战略布局迈出的新步伐。 作为"北交所智慧矿山第一股"，科达自控同时也是北交所 ...

瑞迪智驱作为深耕国内自动化设备传动与制动系统零部件领域的知名企业，其自主研制的谐波减速机产品凭借长寿命重载 型谐波减速机工艺制造技术和产品开发测试及应用验证技术，已在工业机器人、服务型协作机器人、关节模组、人形机器人等 行业应用。 中关村物联网产业联盟副秘书长袁帅向《证券日报》记者表示："从企业发展角度而言，布局机器人领域有助于相关上市 川企实现多元化发展，降低对单一业务的依赖风险。在当前市场竞争日益激烈、行业变化迅速的背景下，通过进入机器人这一 新兴领域，企业可以开拓新的业务板块，培育新的利润增长点，提升自身的抗风险能力和市场竞争力。" （编辑 才山丹） 国际注册创新管理师、鹿客岛科技创始人兼CEO卢克林表示，四川在国防军工、精密制造等领域实力较强，旋转关节、伺 服电机、减速器等核心零部件本地就能配套，加上地方政府把机器人写进"5+1"现代产业体系的重要位置，补贴、基金、场景 开放一步到位，当地上市公司顺势把原有业务链延伸到机器人，既抬升估值又锁定订单，是典型的"顺政策、顺产业、顺资 本"的"三顺"扩张。 详细来看，2025年7月中旬，成都路桥官方微信公众平台发布消息，公司与深圳市优必选科技股份有限公司（人 ...

据IT桔子统计，在2024年初至今，美团以平均 2个月出手一次的节奏，连续投下 8 笔机器人项目标的，投资金额预计超过5 亿元，覆盖天使轮、A轮、C+轮等多个轮次。 近一年重点投资案例，聚焦多场景多业态 2024年6月至2025年7月，美团在具身智能机器人领域完成7笔投资，包括星海图、它石智航、自变量机器人、妙动科技等， 涉及从核心技术研发到场景应用的多个环节，其中2025年的投资尤为密集，展现出对赛道的高度重视。 星海图（2025年7月，A+轮）： 作为美团领投的重点项目，星海图聚焦于移动机器人的感知与决策系统，其核心技术可应用于复杂场景下的自主导航。本 轮融资吸引了今日资本、中金资本等10余家机构跟进，美团的领投不仅提供资金支持，更可能为其开放本地生活服务场景 的测试与落地渠道。 它石智航/TARS（2025年7月，天使轮）： 成立初期便获得超1亿美元融资，创近年机器人领域天使轮新高。 TARS公司专注于低空物流无人机研发，与美团即时配送场景高度契合——其研发的小型无人机可实现3公里内"分钟级"配 送，弥补传统地面配送在交通拥堵时段的效率短板。 自变量机器人（2025年5月，A轮）： 由美团及其旗下龙珠资 ...

Investment Rating - The report provides a positive investment outlook for the medical equipment sector, highlighting potential growth opportunities due to recent procurement trends and market recovery [1]. Core Insights - The medical equipment sector has shown a significant recovery in procurement since Q4 2024, with expectations for financial performance to reflect this recovery by Q3 2025 [1]. - The technology sector is expected to benefit from the commercialization of tier 1 generative models, which could lead to a revaluation of core business segments [1]. - The beverage industry, particularly Dongpeng Beverage, is experiencing strong sales growth, driven by new product launches and market expansion [1]. - The semiconductor equipment sector is seeing increased demand, with a focus on expanding production capabilities and meeting the needs of major clients [1]. - The aerospace and defense sector is positioned for growth as it aligns with national strategic goals, despite facing some operational challenges [1]. - The chemical sector is witnessing a recovery in performance, supported by favorable domestic policies and improving pricing power [1]. - The rare earth industry is expected to see significant growth due to rising demand in high-growth areas such as electric vehicles and robotics [1]. Summary by Category Medical Equipment - The report emphasizes the strong bidding performance of companies in the ultrasound and endoscopy segments, with notable growth in market share expected in 2025 [1]. Technology - The report highlights the potential for revenue growth driven by the deepening of platform capabilities and international expansion strategies [1]. Beverage - Dongpeng Beverage is noted for its rapid sales growth, with new product lines contributing to a more robust revenue stream [1]. Semiconductor Equipment - The report indicates that the company is transitioning from a focus on panel testing to semiconductor equipment, with expectations for significant revenue growth in this area [1]. Aerospace and Defense - The report outlines the strategic importance of the aerospace sector in national planning, with a focus on achieving operational goals despite regulatory challenges [1]. Chemicals - The report discusses the positive outlook for the chemical sector, driven by improved pricing and demand recovery [1]. Rare Earth - The report notes a substantial increase in production and sales in the rare earth sector, driven by strong demand in emerging technologies [1].

Rokid Glasses。 今年以来，AI眼镜赛道极速升温，随着华为、小米、阿里等大厂入局，逐渐出现了"百镜大战"的说法。 作为最早布局AR赛道的企业之一，Rokid如何看待即将到来的挑战？该公司全球开发者生态负责人赵维 奇告诉 今年世界人工智能大会(WAIC)上，什么科技产品最火爆？答案一定少不了AI眼镜和具身智能机器人。 展览馆内，被等比例放大的一副AI眼镜Rokid Glasses巨型模型被悬挂在Rokid展台前，吸引了大量观众 驻足观看和排队体验。 ...

Market Performance - On July 29, the three major indices showed mixed performance, with the Shanghai Composite Index down 0.08%, the Shenzhen Component Index down 0.04%, and the ChiNext Index up 0.92% [2] - The overall market saw a trading volume exceeding 1.1 trillion yuan, with over 3,800 stocks declining [2] Sector Highlights - Pharmaceutical stocks surged, with companies like Apac Pharmaceutical, Chenxin Pharmaceutical, and Fuyuan Pharmaceutical hitting the daily limit [2] - The semiconductor sector also performed well, with Dongxin Co. reaching a 20% limit up [2] - Conversely, sectors such as insurance, agriculture, banking, and paper-making experienced declines [2] Robotics Sector - The robotics concept stocks in the A-share market collectively strengthened, led by Upwind New Materials, which saw its stock price rise over 17% on July 28, achieving a cumulative increase of over 1000% in 15 trading days, surpassing 90 yuan per share [3][5] - Following its resumption of trading, Upwind New Materials experienced a ten-day consecutive rise, reaching a new historical high on July 29 [6] Policy Developments - A meeting held on July 28 emphasized the need for greater efforts to promote technological innovation and the integration of industrial innovation, particularly in humanoid robots, IoT, and high-end instruments [8] - The recently concluded 2025 World Artificial Intelligence Conference released a plan to accelerate digital infrastructure and AI applications, which is expected to benefit related companies [8] Dairy Sector Activity - Dairy stocks were active on July 29, initially opening high but then declining, with Knight Dairy once rising over 26% and Western Pastoral over 13%, before both saw significant reductions in their gains [9] - The implementation of a national childcare subsidy policy starting January 1, 2025, which provides 3,600 yuan per year for each child under three years old, is expected to impact the dairy sector positively [11][12]

Core Insights - The world's first robot 6S store opened in Longgang District, Shenzhen, showcasing a shift from traditional 4S stores to a model that emphasizes rental and customization capabilities, driving the robot industry from "selling equipment" to "selling capabilities" [1][4] Group 1: Store Features and Innovations - The 6S store features various types of robots, including humanoid robots, robotic arms, and robotic dogs, with interactive demonstrations such as a "robot coffee master" and "robot pancake chef" [1][3] - The star product, the Xingxingxia P01 humanoid robot, features a dual-mode design that enhances mobility and battery life, capable of operating for over 10 hours in flying mode [2][3] - The store allows customers to experience robots firsthand, breaking down barriers of understanding and trust in robotic technology [2][5] Group 2: Industry Implications - The establishment of the 6S store creates a closed-loop ecosystem for the robot industry, integrating research, production, application, and service, which accelerates technological iteration and reduces trial-and-error costs [1][5] - The shift to a "sell uptime" business model is crucial for the robot industry, as it emphasizes the importance of maintenance and operational efficiency, reducing downtime costs significantly [4][6] - The 6S store serves as a critical venue for generating data that can drive technological upgrades and product improvements, addressing the industry's challenge of insufficient data [5][6] Group 3: Regional Development and Support - Longgang District has established the first government department dedicated to artificial intelligence and robotics, supporting the local industry with policies and initiatives [5][6] - Shenzhen's complete 3C supply chain and supportive policies facilitate rapid prototyping and deployment of robotic solutions, making it a unique environment for the industry [6][7] - The combination of supply chain efficiency, application scenarios, and policy support is seen as a key driver for the rapid development of the robot industry in Shenzhen [6][7]

Core Insights - The opening of the world's first robot 6S store in Longgang District, Shenzhen, marks a significant step in integrating various types of robots into everyday life, offering sales, rentals, and customization options [1][3][5] Group 1: Store Features and Offerings - The 6S store features over a hundred types of robots, including coffee robots, wall-climbing robots, and massage robots, from well-known domestic companies like Yushu Robotics and Leju Robotics [3][5] - The store operates on a six-in-one model: sales, spare parts, after-sales service, information feedback, leasing, and customization, enhancing efficiency in meeting consumer needs [5][7] - A unique "robot information feedback and scenario data accumulation system" has been established to collect user evaluations and operational data, aiding in the optimization of robot algorithms and functionalities [7][10] Group 2: Market Impact and Collaboration - The 6S store aims to accelerate the adoption of robots as consumer products through a rental model, making them more accessible to the public [7][8] - Over 200 companies from the robot industry chain have expressed interest in entering the 6S store, indicating a strong collaborative ecosystem [8][10] - The store also includes a "robot parts supermarket," providing a one-stop solution for essential components needed for robot production, streamlining the supply chain [10][12] Group 3: Future Developments and Government Support - Plans for a "robot scenario application verification center" will allow companies to test robots in real-life scenarios, ensuring reliability and functionality [12][19] - The establishment of the Longgang District Artificial Intelligence (Robot) Bureau, the first government agency focused on AI and robotics, supports the strategic development of the industry [17][19] - The robot street district aims to showcase various robotic applications, including food services and healthcare, envisioning future lifestyles integrated with robotics [19]

新华财经重庆7月28日电（记者孙广见李唐宁）巴渝七月，万物竞发。27日，第十届"创客中国"智能仿 生机器人中小企业创新创业大赛颁奖仪式在重庆市两江新区举行。大赛聚焦前沿核心技术，汇集全国创 新项目，集中展现我国智能仿生机器人产业的最新成果。 政策与产业协同赋能创新生态 本次大赛由工业和信息化部网络安全产业发展中心、重庆市经济和信息化委员会、重庆两江新区管理委 员会联合主办，工业和信息化部产业发展促进中心承办。 颁奖仪式伊始，重庆两江新区党工委委员、管委会副主任郑航在致辞中系统阐述了本次大赛"东道主"两 江新区的产业优势。当前新区正着力打造"33511"现代制造业集群体系，已探索形成"拨投结合+直投+基 金"的科技金融服务体系，有力支持科技成果转化和科技企业成长。 千帆竞发，落地为先。国家机器人质量检验检测中心主任赵赢认为，本次大赛具备极高的产业价值。他 指出，赛事通过三个层次推动产业升级：一是聚集响应国家战略的前沿技术团队；二是发掘未来产业的 潜在独角兽企业；三是发现产业链的重要连接点，推动补链强链。 以医疗市场为例，此次大赛有多个医疗相关项目获奖。深圳市罗伯医疗科技有限公司产品总监沈路平分 享了其全球首款获 ...