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机器人能跑能跳能搏击,为何仍陷“成长烦恼”?
第一财经· 2025-08-12 14:38
本文字数:2393,阅读时长大约4分钟 作者 | 第一 财经 吕倩 宇树科技CEO王兴兴在2025世界机器人大会(WRC)论坛上发表完对VLA(视觉-语言-动作)路线的质疑观点后,多位模型厂商代表在台下 表达了不同看法,"这个观点不对,核心还是机器人本身不行,大脑没有问题。" 2025年的WRC大会相较往年的不同点,除了更多的具身厂商莅临参展,更多的机器人产品能跑、能跳,还有很多AI大模型厂商与互联网厂 商代表来到现场。 在国家地方共建人形机器人创新中心(简称"创新中心")首席科学家江磊观察来看,虽然今年有AI厂商参与,但在行业发展层面,具身厂商 与大模型厂商之间尚未形成联动效应。而对VLA技术路线、软硬件关系、数据获取方式的不同看法,也折射出目前具身智能复杂产业链背景 下,不同技术路线之间的关系。 2025.08. 12 热闹表象下的多项挑战 据国际数据公司(IDC)报告,在国家政策引导下,中国人形机器人行业正通过"应用验证—技术突破"的双向循环模式加速发展,吸引多元化 厂商积极入局,市场整体呈现出强劲增长态势。2024年,中国人形机器人商用销售出货量约为两千台,预计到2030年近六万台,复合增长率 达95 ...
当宇树王兴兴、数美万物任利锋他们来到锦秋小饭桌……
锦秋集· 2025-08-12 14:09
我们先来说说:锦秋小饭桌是什么? 简单来说,这是一个锦秋基金的固定"活动",每周五晚在北京、深圳、上海、杭州等地举办的AI创业者闭门社交活动。我们把最优秀的创业者、技术大牛、产品创 新者聚在一起,围着一桌好菜,聊那些在办公室里不会聊的真话——没有PPT轰炸,没有商业互吹,只有实打实的干货分享和真诚交流,可能还有各种不敢跟人分 享的创业艰难时刻和投资的决策逻辑。 从2月底第一顿饭开始,不知不觉我们已经连续举办了25场。如果你错过了之前的精彩,没关系——前两次总结分别记录了第1-9场、第10-15场和第16-21场的精彩 内容(点击这里回顾): 锦秋小饭桌开饭啦!吃饱了,咱们一起改变世界! 锦秋小饭桌想喊你一起吃饭! 6场饭局锦秋小饭桌一线观察:AI创业者的焦虑与突围 锦秋小饭桌从第22场吃到了第25场,从入伏吃到了立秋。 最近的4场饭局中,我们集中探讨了多模态技术落地、AI计算架构发展、具身智能实践以及AI硬件创新。从VLM在内容推荐中的应用,到算力消耗与效益瓶颈;从 具身智能里数据实现,到灵巧手实用性困境——每一场都让我们受益匪浅。 当然,我们更希望,你能来和我们一起吃吃饭,聊聊你的经历与思考。 这里先插播后 ...
“炫技”和“赚钱”并重 机器人迎来黄金时代
8月8日至12日,"2025世界机器人大会"(WRC)在北京举行。《中国经营报》记者在大会现场看到, 本届大会打造了创新馆、应用馆、技术馆3个展馆,优必选、库卡、众擎、宇树科技、ABB、中信重工 等200余家国内外企业带来了1500余件展品,现场"炫技",引爆人流。 记者从本次大会获悉,今年上半年全国机器人产业营收同比增长27.8%,工业、服务等机器人产量均高 速增长,中国已连续12年稳居全球最大工业机器人应用市场。 业内人士认为,本次大会见证了全球机器人产业的突破与创新,是一场专业性与大众性兼具的机器人科 技盛宴,也是观察全球机器人技术迭代和产业发展的重要窗口。在这里,能看见中国乃至全球机器人产 业的现状、优劣势和未来。 技术加速迭代现场各显神通 本次大会人气爆棚,展馆内人潮涌动,各家企业展台,各类机器人纷纷"秀肌肉",展示多样才能:有的 在现场下棋,有的弹奏钢琴、吉他等各类乐器、有的跳舞、走秀……而人形机器人足球赛与拳击格斗赛 等则成为展厅的人气王。从走到跑再到"炫技",大量贴近日常生活的产品及应用,让观众直观感受技术 与生活的融合。 现场最直观的感觉是,除了专业观众,今年的小观众明显增多,很多都是家长带 ...
高盛最新人形机器人报告:聚焦2025WRC 产品迭代速度远超数月前!
智通财经网· 2025-08-12 13:36
Core Insights - Goldman Sachs participated in the 2025 World Robot Conference, engaging with nine humanoid robot companies, indicating a strong interest in the sector and potential investment opportunities [1] Industry Trends - The World Robot Conference attracted significantly higher consumer visitor traffic compared to the 2025 Shanghai World Artificial Intelligence Conference, suggesting strong short-term demand potential in education, companionship, and entertainment sectors [2] - The introduction of new products like R1 and SA02, priced at 39,900 yuan and 38,500 yuan respectively, reflects a trend towards more practical and affordable robotic solutions [2] - There is a growing emphasis on the efficiency of entire robotic systems rather than individual robot performance, with companies reporting success rates of 80-99.5% in specific manufacturing tasks [7] Technological Developments - The industry is expected to transition to end-to-end operational models within 1-2 years, contingent on acquiring sufficient high-quality training data [3] - Google's new AI video generation model, Veo3, has sparked discussions about its potential superiority over existing AI frameworks in robotics, highlighting the rapid evolution of software and hardware in the sector [4] - NVIDIA showcased advancements in Physical AI and general robotics, indicating a strong focus on cloud-scale model training and real-time edge AI deployment [5] Market Dynamics - Government subsidies for robot purchases during events like the "Yizhuang Robot Consumption Festival" are likely to stimulate consumer and enterprise demand [8] - The introduction of low-cost robotic products and sales subsidies may create short-term sales opportunities for uncovered humanoid robot component companies [9] Company Insights - Goldman Sachs maintains a "Buy" rating for Sanhua Intelligent Controls, projecting a 19% CAGR in revenue and net profit from 2025 to 2030, driven by its strong positioning in the actuator assembly sector [10] - Best is expected to capture a 10% share of the global high-spec humanoid robot PRS market by 2027, with a projected CAGR of 80% in global high-spec humanoid robot shipments from 2024 to 2035 [12][13] - Linyun Optical is anticipated to see a 73% CAGR in its humanoid robot motion capture business from 2025 to 2030, contributing significantly to overall revenue and profit [17]
2025年《财富》中国40位40岁以下的商界精英
财富FORTUNE· 2025-08-12 13:22
Core Insights - The article discusses the emergence of a new generation of young innovators in China, who are adept at navigating the complexities of the digital and intelligent eras, leveraging technology to bridge cultural and industrial gaps [2][4][6]. Group 1: Industry Trends - The current era is characterized by a blend of "digital natives" and "intelligent natives," where the digital transformation has been largely completed, and artificial intelligence is now being utilized to enhance human systems [2][3]. - Young entrepreneurs are increasingly focusing on sectors such as artificial intelligence, health tech, green technology, new consumption, and smart manufacturing, indicating a shift towards innovation in these areas [7][8]. Group 2: Notable Young Innovators - The article highlights several young leaders under 40 who are making significant contributions in their respective fields, such as Liang Wenfeng of DeepSeek, who is advancing general artificial intelligence [31], and Wang Ning of Pop Mart, who is expanding the company's international presence [39]. - Other notable figures include Liu Jingkang of Insta360, who has established a strong global market presence in panoramic cameras [44], and Zhang Zhengping of Seris Group, who is leading innovations in the electric vehicle sector [50]. Group 3: Innovation and Impact - The article emphasizes that true innovation often occurs at the boundaries of established paradigms, where young innovators are finding opportunities amidst uncertainty and change [4][6]. - Companies like Airwallex are revolutionizing financial infrastructure for businesses, while others like Yujia Innovation are pushing the boundaries of intelligent driving solutions [74][96].
机器人行业点评报告:康养机器人发展趋势明确,需求、技术、政策多重驱动
Investment Rating - The report rates the industry as "Overweight," indicating that it is expected to outperform the overall market [8]. Core Insights - The demand for health and wellness service robots is driven by aging population trends, technological advancements, and supportive policies [3]. - By 2024, the population aged 60 and above in China is projected to exceed 300 million, accounting for 22% of the total population, creating a significant service gap in rehabilitation and care [3]. - The Ministry of Industry and Information Technology has issued policies to promote the application of intelligent elderly care robots, facilitating industry implementation [3]. - Rapid advancements in both hardware and software technologies are making the deployment of health and wellness robots feasible [3]. Summary by Sections Demand Side - The aging population is creating a pressing need for health and wellness robots, which are seen as key solutions to labor shortages in care settings [3]. Policy Support - The government is actively promoting the integration of robots in elderly care through various policies, enhancing the industry's growth prospects [3]. Technological Development - Significant progress in relevant technologies, including sensors, batteries, and algorithms, is enabling the practical application of health and wellness robots across various scenarios [3]. Market Opportunities - The health and wellness robot market is vast, with rigid demand. Key companies to watch include: - Ousheng Electric, focusing on intelligent care services for bedridden patients [3]. - Zhongjian Technology, which is developing humanoid robots for elderly care [3]. - Madi Technology and Ubtech, collaborating on AI services in healthcare [3]. - Songlin Technology, planning to expand into health robots and AI companionship [3]. - Rongtai Health, launching smart health and therapy robots for home use [3]. - Sanhui Electric, investing in intelligent therapy robots [3]. - Beiqing Song, establishing a subsidiary for massage robots [3]. - Yijiahe, accelerating its presence in high-end health and smart home markets [3]. - Meihu Co., providing core components for elderly care robots [3].
新华视点|人形机器人:从“跑起来”到“用得上”还要多久?
Xin Hua Wang· 2025-08-12 12:37
新华社北京8月12日电 题:人形机器人:从"跑起来"到"用得上"还要多久? 新华社"新华视点"记者温竞华、彭韵佳、陈旭 从登上春晚表演到人机共跑"半马",从绿茵场上踢球到拳击台上打擂……人形机器人技术和产业的快速 发展引人关注。 人形机器人能进厂打螺丝、进家做家务了吗?真正"让机器人干活",还需要多久?带着这些问题,"新 华视点"记者走进正在北京举办的2025世界机器人大会寻找答案。 技术突破:人形机器人加速进化 "加油!加油!"大会现场,宇树科技展台被人群围得水泄不通,助威呐喊声不断传出—— 人群中央的拳台之上,两个佩戴头盔、拳套的人形机器人出拳凌厉迅猛、回旋踢行云流水,被击倒后迅 速起身,引得现场观众阵阵惊呼。 "升级后的G1格斗款人形机器人采用最新一代技术。"宇树科技创始人王兴兴说,机器人的稳定性和抗 干扰能力进一步提升,出拳速度更快、力道更大、动作更丝滑。 在2025世 界机器人大会展馆内,观众在宇树机器人展台观看机器人拳击展示(8月11日摄)。新华社记者 鞠焕宗 摄 穿梭在大会现场,各类人形机器人展品令人目不暇接。在家庭场景中,星海图新款机器人吸引观众驻 足。随着一句"请收拾一下床铺"的指令,机器人 ...
智平方通用智能机器人爱宝以「全能店员」身份亮相北京麦当劳全球旗舰店
IPO早知道· 2025-08-12 12:23
Core Viewpoint - The article highlights the rapid development and commercialization of AI² Robotics' general-purpose intelligent robot, Aibao, which has successfully served leading automotive and electronics companies in China and abroad within just two years [2][6]. Group 1: Product Launch and Functionality - Aibao made its debut as a "universal staff" at the McDonald's global flagship store in Beijing, showcasing its capabilities in customer interaction and service [2][4]. - The robot actively engaged with customers by recommending new products, delivering freshly made items, and assisting with table cleaning, demonstrating both practical and emotional value in service [4][6]. Group 2: Technological Advancements - Aibao's performance is powered by the company's proprietary "Alpha Brain," which utilizes the GOVLA (Global Whole Body VLA) technology, enabling the robot to understand natural language and autonomously execute complex tasks [8]. - The robot can efficiently handle customer orders, from taking requests to delivering drinks, showcasing a level of speed and fluidity that can surpass human employees [8]. Group 3: Market Position and Recognition - The flagship McDonald's store, themed around the global "McDonald's Island" event, serves as a significant platform for Aibao, reflecting the recognition of its capabilities and the leading position of AI² Robotics in the field of embodied intelligence [6][8]. - Aibao's presence at the World Robot Conference (WRC) further solidifies its status as a competitive player in the global robotics market, particularly in the context of competing with Tesla's Optimus [8].
“讯飞系”企业 聆动通用获资本青睐,天使轮融资数亿元深耕具身智能
机器人大讲堂· 2025-08-12 11:41
机器人大讲堂获悉 , 工业机器人制造商「聆动通用」宣布完成数亿元人民币天使轮融资。本轮融资由元禾璞华战 略领投,讯飞创投、合肥高投持续跟投,优势资本、盈科投资、天智投资等头部市场及地方国资机构跟投。本轮 融资将主要用于加速公司行业级具身 VLA大模型和具身通用机器人的研发及产业化。 据机器人大讲堂了解, 聆动通用(全称:安徽聆动通用机器人科技有限公司 )成立于 2024年12月,是一家行业 领先的"讯飞系"具身智能通用机器人公司。 在核心团队方面 , 聆动通用聚集了来自中科大、中科院、哈工大、港中文、马普所、卡尔斯鲁厄等国内外顶级高 校及科研院所的精英人士,技术能力覆盖了大模型、感知、规控、运控、仿生机构等具身关键领域。其创始人兼 CEO季超,系中国科技大学博士(机器人方向),高级工程师。毕业后入职科大讯飞,长期从事AI智能软件、机 器人与具身智能关键技术的研发,实施产业化落地工作,实现累计营收数亿元。 在产品研发与业务拓展方面 ,聆动通用以全栈自研的具身智能技术为核心,聚焦泛制造业劳动力升级需求,构建 了 "技术突破+产品落地+生态协同"的发展路径。 公司采用自研的 "多模态通用大模型基座+行业级Linde ...
2025WRC国家队大盘点-各地机器人创新中心表现
机器人大讲堂· 2025-08-12 11:41
一年一度的世界机器人大会( WRC 2025 )在北京亦庄圆满落幕。本届大会以"让机器人更智慧,让具身体 更智能"为主题,产业链协同与技术突破成为核心看点。与往年聚焦单体炫酷技术不同,今年舞台上,全国各 地响应政策号召成立的机器人创新中心成为主角,它们承载着区域产业升级的雄心,也映射出中国机器人产业 从实验室狂奔到落地竞速的关键跨越。 北京:国家战略的 "平台旗手" 作为国家地方共建具身智能机器人创新中心,北京站位高远,以打造全球具身智能创新策源地为目标。其核心 展品 ——通用机器人平台"天工"与通用具身智能平台"慧思开物",彰显了强大的平台化能力。 2025 年,北 京重点突破全身协同控制与自我学习技术,推动"一脑多机"赋能多场景。在高压作业、养老陪护等国家急需 领域,北京计划建立示范实验室,依托政策与研发资源优势,构建国家级开源联盟生态,定义产业未来高度。 上海:算法与数据的 "生态建设者" 国家地方共建人形机器人创新中心(上海)以轻量化开源机器人 "青龙 Lite "为招牌,聚焦开源生态建设。 其核心亮点在于庞大的异构集群数据场,日采 3 万条数据,目标年积累 1 亿条训练数据。张江异构训练场与 开源社 ...