具身智能机器人

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机器人电子皮肤细分迎来新进展,背后还有小米身影
Xuan Gu Bao· 2025-06-10 23:17
Group 1 - Dongfang Electric Heat signed a strategic cooperation agreement with Shanghai Zhishi Intelligent Technology to expand the application of flexible fabric pressure sensors in automotive and consumer technology sectors, and to actively develop robotic electronic skin [1] - Shanghai Zhishi's strategic shareholder, Xiaomi Technology, is actively investing in the field of embodied intelligent robots, and has initiated joint research with other leading companies in the same sector [1] - The electronic skin industry in China is expected to see increased production capacity, with a significant rise in order volume reported in a precision coating workshop in Jiaxing, Zhejiang, leading to 24-hour production schedules [1] Group 2 - According to Dongwu Securities, electronic skin and tactile sensors will first penetrate the fingertips and joints of dexterous hands to enhance the ability to handle complex tasks, followed by wrists, shoulders, knees, and thighs to improve robot interaction capabilities, eventually covering the entire body for generalization and intelligence [1] - Dongwu Securities estimates that by 2035, the global demand for humanoid robots will reach 11.65 million units, with the market for electronic skin and tactile sensors potentially reaching 17.5 billion yuan [2] - Hanwei Technology's flexible micro-nano sensor business is primarily conducted by its subsidiary Suzhou Nengsida, and the company has also invested in Weihan Technology, which focuses on flexible sensors [3] - Fulei New Materials is developing flexible tactile sensors and aims to become a supplier of multi-modal perception system integration [4]
北京亦庄发力“深度孵化” 硬科技企业占比近100%
Xin Jing Bao· 2025-06-06 10:07
Core Insights - The Beijing Economic-Technological Development Area (BDA) has seen over 2,500 technology companies incubated, with nearly 1,000 currently in incubation and over 1,500 graduated companies, predominantly in hard technology sectors [1][2] - Lingzu Times Technology Co., Ltd. has developed the M-bot, an open-source robot designed to lower R&D barriers, and has established partnerships with multiple domestic and international universities [1] - The National New Energy Vehicle Technology Innovation Center (National Innovation Center) supports companies like Zhongneng Qingshu (Beijing) Technology Co., Ltd. in developing mobile charging robots for electric vehicles, with plans to deploy 1,000 units across Beijing [3][4] - The Waterwood Medical Qixing Incubator provides comprehensive support for medical device development, enabling companies like San Chunhui Medical to advance their tumor ablation systems to clinical trial stages [5][6] - The BDA has established nearly 40 various incubators, creating a complete incubation chain from co-working spaces to accelerators, and has introduced policies to support startups with free entrepreneurial space and operational subsidies [7][8] Group 1 - The BDA has incubated over 2,500 technology companies, with a significant focus on hard technology [1][2] - Lingzu Times has developed the M-bot, which aims to provide an open-source hardware design framework for robotics [1] - The National Innovation Center supports the deployment of mobile charging robots for electric vehicles [3][4] Group 2 - The Waterwood Medical Qixing Incubator aids in the development of advanced medical devices [5][6] - The BDA has created a comprehensive incubation ecosystem with nearly 40 incubators [7] - New policies in the BDA provide operational support and free space for startups [8]
亦庄AI自适应护膝外骨骼机器人亮相香山、长城
Xin Jing Bao· 2025-06-04 03:15
新京报讯 据"北京亦庄"微信公众号消息,"爬山很省力,像开了外挂。"近日,在香山和长城的陡峭石 阶上,一位登山者步履稳健,让他感叹"省力"的秘诀来自绑在大腿和小腿之间的一对"机械腿"。这是北 京亦庄企业北京大艾机器人科技有限公司(以下简称"大艾机器人")自主研发的神行外骨骼机器人,也 是国内首款AI自适应护膝外骨骼机器人。继今年"五一"假期外骨骼机器人在泰山、华山爆火之后,来自 北京亦庄的"行走黑科技"也正式在京亮相。 目前,在香山和长城亮相的神行外骨骼机器人尚属原型机,接下来大艾机器人还将围绕减重、外观设计 等进一步调试优化。帅梅表示:"我们预计将于今年下半年正式发布神行外骨骼机器人,并将其推向消 费级市场。"为支持企业加速从研发测试到落地应用的进程,北京亦庄也将全面开放场景资源,以精准 的政策、高效的服务、完备的生态,加速建成国内领先、国际一流的具身智能机器人产业领航示范新 城。 "这款机器人是专门为登山、爬楼梯等场景设计的。" 大艾机器人董事长帅梅介绍道。神行外骨骼机器 人约重2千克,续航时长超6小时,主要由腰间的芯片和电池、膝盖处的高精度传感器和电机以及机械连 接和绑带构成,能通过AI技术实时监测使用 ...
第二十四届全国大学生机器人大赛RoboMaster2025机甲大师赛开幕
Huan Qiu Wang Zi Xun· 2025-06-03 07:37
来源:环球网 5月29日上午,第二十四届全国大学生机器人大赛RoboMaster2025机甲大师赛(东部赛区)开幕式在苏 州科技大学体育馆举行,苏州市政府副秘书长吴旭翔,苏州高新区党工委委员、组织部部长、统战部部 长吕建林,南京大学团委书记曹晨,苏州市科技服务中心主任汤宁,深圳市大疆创新科技有限公司 RoboMaster高级运营总监杨明辉,苏州科技大学校长顾菊平、副校长肖洋等领导出席开幕式,学校相关 职能部门、物理学院等单位负责人、各参赛队、媒体代表及我校师生代表等1000余人共同参加。开幕式 由苏州科技大学副校长唐柏鉴主持。 杨明辉发表主题讲话,他表示,机甲大师赛致力于培养与吸纳具有工程思维的综合素质人才,是专为全 球科技爱好者打造的机器人竞技与学术交流平台,今后将继续与高校开展合作,在创新人才培养和技术 研发等方面携手前行。 现场,深圳市大疆创新科技有限公司RoboMaster对外负责人宋懿帆向苏州科技大学物理科学与技术学院 院长姜昱丞颁发了优秀合作单位奖。苏州科技城党工委委员、管委会副主任李伟和苏州市光子产业科技 镇长团团长、苏州科技大学物理科学与技术学院教授马春兰共同签署了光子研究院成果转化基地合作协 ...
新华财经周报:5月26日至6月1日
Xin Hua Cai Jing· 2025-06-01 11:54
Key Points - The platform economy is emphasized for its role in promoting innovation and domestic circulation, with a focus on mutual benefits among platform enterprises, merchants, laborers, and consumers [1] - The release of the "Opinions on Improving the Modern Enterprise System with Chinese Characteristics" outlines 19 specific measures aimed at institutional innovation and enhancing corporate governance through capital market mechanisms [2] - The government aims to establish a comprehensive trading system for carbon emissions and water rights by 2027, alongside a robust pollution rights trading system [2] - The Ministry of Human Resources and Social Security has issued a notice to enhance the salary distribution incentives for skilled workers in state-owned enterprises, promoting a system where pay is linked to skill levels and job value [4] - The sales revenue from the consumption of old goods has surpassed 1 trillion yuan this year, indicating strong consumer engagement in the market [7] Industry Developments - The Ministry of Commerce has called for the construction of intelligent supply chains, leveraging digital economy and AI advancements to enhance governance and standardization [3] - The State Administration for Market Regulation has released a draft guideline on compliance for online platform charging behaviors, aiming to reduce burdens on platform operators and promote fair competition [3] - The manufacturing sector shows signs of recovery, with the PMI rising to 49.5% in May, indicating improved business conditions [7] - The automotive industry has seen significant engagement in the old-for-new consumption policy, with substantial subsidies and participation in various categories [7] - The OPEC and non-OPEC oil-producing countries have agreed to increase production by 411,000 barrels per day starting in July, reflecting ongoing adjustments in the global oil market [10]
汇川技术:2025年一季度业绩增长63%,正式布局人形机器人业务-20250530
Guoxin Securities· 2025-05-30 12:25
Investment Rating - The investment rating for the company is "Outperform the Market" [5][25]. Core Views - The company has officially entered the humanoid robot business and has initiated core component research and development [3]. - The company's revenue for Q1 2025 increased by 38.28% year-on-year, while net profit grew by 63.08%, primarily driven by the strong performance in the new energy vehicle and general automation sectors [1][8]. - The company is expected to see a net profit of 53.17 billion yuan in 2025 and 64.47 billion yuan in 2026, with a projected price-to-earnings ratio of 34/28/24 times [3]. Financial Performance - In 2024, the company achieved a revenue of 370.41 billion yuan, a year-on-year increase of 21.77%, but net profit declined by 9.62% to 42.85 billion yuan [1]. - The gross margin for 2024 was 28.70%, down 4.85 percentage points year-on-year, while the net margin was 11.73%, down 3.97 percentage points [1]. - The company’s revenue from the general automation business in 2024 was 152.43 billion yuan, accounting for 41.15% of total revenue, with a year-on-year growth of 1.36% [2]. Business Segments - The new energy vehicle and rail transit revenue reached 166.42 billion yuan in 2024, representing a significant year-on-year increase of 67.76% [2]. - The smart elevator business generated 49.39 billion yuan in revenue, a decline of 6.65% due to weak market demand [2]. - In Q1 2025, revenue from new energy vehicles and rail transit was approximately 39 billion yuan, growing by 66% year-on-year [2]. Profitability and Cost Structure - The company’s operating expenses for 2024 included a sales expense ratio of 4.00%, a management expense ratio of 4.16%, and a research and development expense ratio of 8.50% [1]. - The gross margin improved to 30.98% and the net margin to 14.96% in Q1 2025, reflecting a year-on-year improvement of 1.13 and 2.28 percentage points, respectively [1].
路邦科技联合创始人麦骞誉:做一家不“烧钱”的科创公司,聚焦具身智能机器人研发|港创科·新势力
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-30 11:53
0:00 南方财经全媒体记者 袁思杰 实习生顾欣宇 香港报道 在香港数码港的一家科技初创公司总部,一进门就能看到一排排舒展着精密构造的"肢体"人形机器人, 仿佛科幻电影中的场景照进现实——这便是香港路邦科技公司的机器人研发中心。 深入探索这个空间,我们惊奇地发现各种造型的机器人产品:可以自动摆放路锥和给道路划线的多功能 工程车、自动行走的轮椅、能像咖啡师一样给咖啡拉花的机械臂模块等。它们整齐有序地分布在不同区 域,和办公室里分散在不同角落的工程师们一起"埋头苦干",成为了人类的"同事"。 "在公司创立之初,我们的方向和其他依赖投融资的公司有一点不同。因为曾在发展初期遇到过资金短 缺的问题,我们认为不能盲目地使用投资者的资金进行无序扩张。相反,我们会注重平衡,就是通过研 发,将产品转化落地,从而创造营收。所以,我们不是一家纯'烧钱'的公司。"路邦科技联合创始人及 首席技术官麦骞誉对记者表示。 自2017年创立以来,路邦始终聚焦机器人领域的核心技术攻关。其研发的中国首台5G动作传感仿生机 器人,通过低时延的5G网络,实现了操作者与机器人的实时动作同步,如同赋予机器人"感知神经", 让远程医疗、危险环境作业等场景的 ...
盘前情报丨中办、国办印发《关于健全资源环境要素市场化配置体系的意见》;美国上诉法院暂时恢复实施特朗普政府关税政策
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-30 00:40
Market Performance - On May 29, A-shares saw a collective rise in the three major indices, with the Shanghai Composite Index up 0.70%, the Shenzhen Component Index up 1.24%, and the ChiNext Index up 1.37% [2][3] - The total market turnover reached 1213.4 billion yuan, an increase of 179.5 billion yuan compared to the previous day, with over 4400 stocks rising [2] - Leading sectors included autonomous driving, innovative pharmaceuticals, and mobile payments, while precious metals and food sectors experienced declines [2] International Market Overview - The New York stock market indices rose on May 29, with the Dow Jones Industrial Average up 0.28%, the S&P 500 up 0.40%, and the Nasdaq Composite up 0.39% [3] - In contrast, European indices fell, with the FTSE 100 down 0.11%, the CAC 40 down 0.11%, and the DAX down 0.44% [3] Oil Prices - International oil prices declined on May 29, with light crude oil futures for July delivery down $0.90 to $60.94 per barrel, a decrease of 1.46%, and Brent crude down $0.75 to $64.15 per barrel, a decrease of 1.16% [4] Trade Relations and Policies - The Chinese Ministry of Commerce urged the U.S. to stop discriminatory restrictions against China, emphasizing the need to maintain the consensus reached in the Geneva high-level talks [6][7] - The Ministry also called for the complete removal of unilateral tariffs imposed by the U.S., highlighting the negative impact of such measures on international trade and domestic economic stability [7][10] Industry Insights - According to CICC, the micro-cap style may show diminishing advantages but still presents structural opportunities, with ongoing support for small and micro enterprises from policy measures [11] - Huatai Securities noted that tariffs and high interest rates may lead to tightening effects on the U.S. economy, suggesting a cautious outlook for U.S. stocks in the short term [11] - CITIC Securities highlighted the integration of AI and robotics as a significant trend, with Chinese companies positioned well within the global supply chain [11] Key Announcements - The Chinese government issued guidelines to enhance the market-oriented allocation of resource and environmental factors by 2027, aiming to improve trading systems for carbon emissions and water rights [5] - The domestic fuel surcharge for air travel will be adjusted starting June 5, with routes under 800 kilometers exempt from the surcharge, which is expected to positively impact domestic travel prices [9]
支持华为、龙芯、英伟达、英特尔!重磅国产操作系统发布
news flash· 2025-05-29 12:52
国家新型工业化操作系统——鸿道操作系统正式发布。该系统的发布标志着我国在具身智能机器人基础 软件领域取得重大进展,为国产机器人操作系统实现自主可控提供了关键支撑。记者了解到,鸿道操作 系统实现了芯片-系统-应用的垂直整合,支持包括龙芯,华为、海光、英伟达、英特尔、高通等在内的 一众 GPU\NPU 架构。 ...
高瓴、五源等参投 地瓜机器人完成1亿美元A轮融资
news flash· 2025-05-28 04:16
高瓴、五源等参投 地瓜机器人完成1亿美元A轮融资 金十数据5月28日讯,地平线机器人旗下地瓜机器人宣布完成1亿美元A轮融资。本轮融资获得海内外众 多投资机构青睐,由高瓴资本、五源资本、线性资本、和暄资本、九合创投、Vertex Growth、砺思资 本、敦鸿资产、沸点资本、梅花创投、黄浦江资本等投资机构共同参投。地瓜机器人将在6月正式发售 面向具身智能机器人的RDK S100机器人开发套件。 ...