在2025世界机器人大会（WRC）将商业化落地的关注推向新高之际，机器人产业链融资又传出新消 息。 8月12日，南都湾财社记者从戴盟（深圳）机器人科技有限公司方面获悉，其近日完成了亿元级天使 ++轮融资，由招商局创投领投，东方嘉富、架桥资本跟投。 然而，仅依赖视觉的机器人，在柔性物体抓取、精密装配、动态交互等复杂任务中精度和稳定性仍受 限。与此同时，现有触觉传感器在分辨率、多模态信号获取、耐用性和成本等方面长期存在瓶颈，制约 了机器人完成高精度、复杂任务的能力。因此，高分辨率触觉被视为助力机器人操作能力的关键。 为解决这一难题，戴盟机器人采用了其独创的"单色光视触觉"技术路线。 据公司方面介绍，基于该原理的传感器每平方厘米可集成高达4万个感知单元，其密度远超人手的感知 水平，能精准捕捉物体的三维形貌、纹理、滑移、多向受力等丰富信息。该技术路线旨在攻克传统高分 辨率触觉方案存在的算力消耗大、发热和耐用性差等工程化难题。 东方嘉富项目负责人表示，触觉是灵巧操作的核心输入信息，随着具身智能的学术研究与产业发展重心 向Manipulation倾斜，触觉传感器在产业链中的重要性将逐步提升。戴盟机器人所选择的视触觉路线， ...

人机协同、智能共生的新纪元轮廓已日渐清晰。 作者 | 市值风云基金研究部 编辑 | 小白 2025世界机器人大会于8月8日至12日在北京经济技术开发区北人亦创国际会展中心举办。 本届大会以"让机器人更智慧 让具身体更智能"为主题，有200余家国内外机器人企业的1500余件展品 集中亮相，首发新品超100款。 在经历上半年的调整之后，机器人板块迎来密集催化。 多重利好爆发机器人行情 众多催化因素中，商业化层面起到至关重要的作用。 比如WAIC（世界人工智能大会），以及在北京召开的世界机器人大会，从资金面的动向、股价的上 涨等多个指标相互印证来看，都明显看到资本涌入机器人板块。 | | 近年来机器人行业大事件统计 | | --- | --- | | 日期 | 机器人行业相关大事件 | | 2024. 7 | 特斯拉人形机器人Optimus正式亮相世界人工智能大会 | | 2025. 4 | 北京举办世界首个人形机器人半程马拉松,20支队伍参赛 | | 2025.7 | 2025世界人工智能大会上超过150台人形机器人同台亮相 | | 2025. 8 | 2025世界机器人大会将于北京举办,70余件新品计划首发 | ...

中国工程院自2010年起，陆续与科研院所、高校、央企等联合成立13家中国工程科技发展战略行业研究 院，不定期举办青年智库学者沙龙活动，旨在汇聚青年学者，激发学术灵感。2023年成立中国工程科技发展战 略行业研究院秘书处，组织各行业院开展青年学者沙龙等活动。 为深入贯彻落实国家创新驱动发展战略，充分发挥青年学者在工程科技创新中的生力军作用，中国工程科技 发展战略行业研究院（中心）秘书处联合北京航空航天大学，共同举办2025年第二期"青年学者沙龙（科学猜想 专题）"。 本次沙龙聚焦"探索类人机器人无限可能"主题，围绕类人机器人领域的颠覆性创新思路、关键核心技术攻 坚、创新性集成范式，致力于为优秀青年才俊打造思想碰撞、经验交流、合作共进的优质平台，激发青年才俊的 创新活力，鼓励奇思妙想，挖掘具有前瞻性的创新技术，共绘发展行业崭新蓝图。将邀请类人机器人相关领域资 深专家，进行现场点评与指导，择优遴选并推荐至有关部门和风险投资机构，欢迎类人机器人领域优秀青年学者 参会交流。 1. 活动时间：2025年8月22日-27日（22日报到，27日离会） 2. 活动地点：北京航空航天大学杭州国际校园 3. 活动承办：北京航空航天 ...

2025年8月10日，由中国科协企业创新服务中心主办，《机器人技术与应用》杂志社、中关村融智特种机器人产 业联盟、北京理工大学和北京数字科普协会联合承办，深圳热点资讯展览有限公司协办的 2025企创融通汇具身智 能机器人核心部件专场活动 在北京北人亦创国际会展中心成功举办。 作为 2025世界机器人大会专场活动之一，本次活动以"攻关核心技术 灵动具身智能"为主题，汇聚政府、学术 界、产业界百余位代表，共同探讨具身智能机器人核心部件的技术突破与应用前景。线上直播观看人次超135万， 反响热烈。 权威引领：共绘具身智能发展蓝图 中国科协企业创新服务中心主任张清研究员 在致辞中表示，中国科协将持续疏通科技人才报国渠道，推动具身智 能技术赋能制造、医疗、服务等领域，加速形成新质生产力。 中关村融智特种机器人产业联盟联合创始人陈晓东 指出，核心部件的自主化突破是构建具身智能产业生态的基 石，联盟将持续推动产学研深度融合。 前沿洞察：技术突破与产业实践并重 多位顶尖专家围绕具身智能机器人的前沿技术发展进行了精彩分享。 国地共建人形机器人创新中心首席科学家 江磊 作题为 《从运动到操作 ——具身智能赋能机器人执行器的技术创 ...

Core Viewpoint - The 2025 Technology Innovators Conference focuses on "Embodied Intelligence as a New Engine for Industrial Transformation," emphasizing the industrialization of hard technology and addressing the challenges of bringing technology to market [2][5]. Group 1: Conference Overview - The conference will feature a "three libraries and four chains" service system aimed at matching industry needs, selecting quality technologies, and gathering innovative talent [2]. - It aims to provide a full-chain service model from demand-driven technology matching to capital support and real-world application [2][7]. Group 2: Trends in Embodied Intelligence - Embodied intelligence is emerging as a critical driver for intelligent upgrades across various industries, with significant advancements in humanoid robots and brain-machine interfaces [5][6]. - The past year has shown a clear trajectory in the field, with the coupling of AI brains and physical bodies enabling robots to achieve human-like capabilities in specific environments [6]. - The application of embodied intelligence is expanding into trillion-dollar industries such as automotive manufacturing, medical rehabilitation, and home entertainment [6]. Group 3: Challenges and Opportunities - Despite advancements, challenges remain in technology convergence, vertical scene data, and commercial viability [6]. - China is transitioning from a "follower" to a "leader" in hardware technology and is accelerating in software technology, indicating a significant shift in the global technology race [6]. Group 4: Conference Activities - The conference will include a main forum covering topics like embodied intelligence, humanoid robots, computing power, and core components, with over 500 experts and leaders participating [8]. - A "Star Map" will be released to analyze the evolution of the embodied intelligence supply chain and identify strategic points in future industry landscapes [9]. - The event will facilitate collaboration between leading enterprises and innovators across various sectors, creating a closed-loop value system for scalable solutions [9]. Group 5: Ecosystem and Networking - The conference will bring together over 500 ecosystem partners from high-end manufacturing, consumer services, and top universities, fostering a collaborative environment [12]. - Participants will have opportunities to connect with potential partners, enhancing networking efficiency [13]. Group 6: Media and Public Engagement - The event will feature extensive media coverage, reaching a wide audience through various channels, including participation from over 80 leading global media outlets [14][17]. - Innovative technologies such as bionic hands, humanoid robots, and core components will be showcased, providing attendees with hands-on experiences [16].

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [7]. Core Insights - The World Robot Conference held in Beijing marks a significant milestone for the humanoid robot industry, showcasing over 1,500 exhibits from more than 200 domestic and international companies, with over 100 new products launched [2]. - The conference theme emphasizes making robots smarter and more capable, reflecting a shift from conceptual demonstrations to practical applications in real-world scenarios [2]. - The humanoid robot industry is expected to enter a phase of mass production in 2025, with China poised to lead globally due to advantages in supply chain cost reduction and innovative applications [3]. - Key challenges include insufficient AI generalization capabilities, high costs of training real-world data, and a gap between consumer price expectations and current costs [3]. - The next 3-5 years are seen as a critical window for scaling up production, particularly in industrial applications, while household adoption will depend on breakthroughs in general AI and cost reductions [3]. Summary by Sections Event Overview - The World Robot Conference opened on August 8, 2025, in Beijing, showcasing advancements in humanoid robotics [1]. Investment Highlights - The conference highlighted a transition from "conceptual showcases" to practical scenario validations, with significant orders received by companies like UBTECH and ZhiYuan, validating the feasibility of humanoid robots in industrial tasks [2]. - Major investments from giants like JD.com and Meituan are driving the development of embodied intelligence, facilitating the penetration of technology into logistics, healthcare, and commercial services [2]. Industry Challenges - The humanoid robot industry faces three main challenges: inadequate AI capabilities, high training costs for real-world data, and a disparity between consumer price expectations and current production costs [3]. Future Outlook - The report suggests that the acceleration of the humanoid robot industry, along with breakthroughs in domestic core components, will be key investment themes moving forward [3].

一水 发自 凹非寺 量子位 | 公众号 QbitAI 老黄看好机器人，还真不是嘴上说说！ 这不，就在正在举办的SIGGRAPH （计算机图形学） 大会上，英伟达为机器人带来了 全新升级的Cosmos世界模型 。 Cosmos主要被用来生成符合现实世界物理规律的合成数据，自发布以来，已被Figure、Agility Robotics、通用汽车等一众知名机器人和自 动驾驶公司采用。 这次升级重点聚焦在 规划能力 和 生成速度 两大方面： 除了软件更新，英伟达还几乎全面升级了机器人开发配套技术与硬件——包括全新的Omniverse库、RTX PRO Blackwell服务器，以及DGX Cloud云平台等。 英伟达人工智能研究副总裁Sanja Fidler表示： AI正在提升我们的模拟能力，而模拟能力也在推动AI系统的发展。 这两个领域之间存在着真实而强大的结合，这种结合很少有人能做到。 如今，英伟达正凭借一整套机器人开发基础设施，全力冲击这一融合新高地。 推出Cosmos Reason ：一款70亿参数、具备推理能力的视觉语言模型，可帮助机器人进行任务规划； 新增Cosmos Transfer-2&精简版 ：加速 ...

人民财讯8月12日电，新时达（002527）8月12日在互动平台表示，公司计划于2025年9月推出具身智能 焊接方案。 ...

Core Insights - The founder of Yushu Technology, Wang Xingxing, challenges the perception that the company solely focuses on robot hardware, emphasizing the importance of models, algorithms, and data in robotics [1][2] - Wang expresses skepticism towards the current VLA (Vision-Language-Action) approach, arguing that the existing data quality and quantity are insufficient for effective real-world interaction [1][2] - Yushu is exploring video-driven models for robotics, which Wang believes may develop faster and have a higher convergence probability than the VLA approach [3] Group 1: Model and Algorithm Focus - Yushu's model team is relatively large compared to its size, but still smaller than major AI companies, indicating a cautious yet significant investment in model development [2] - Wang believes that the number of personnel in model development does not directly correlate with the quality of outcomes, suggesting that smaller teams can also innovate effectively [2] - The company is not entirely dismissing the VLA model but is cautious about over-relying on data accumulation for training [2] Group 2: Robotics Application and Future Vision - Current public perception may suggest that Yushu's robots are primarily for entertainment, but internally, the focus is on developing robots capable of practical tasks [5][6] - Wang argues that achieving practical applications for robots in factories and homes is currently unrealistic, and performance demonstrations are more feasible [6] - The vision for future robotics includes multifunctional capabilities rather than single-task operations, with a potential timeline of 2-5 years for achieving a "ChatGPT moment" in robotics [7][8] Group 3: Computational Needs - Wang anticipates the need for low-cost, large-scale, distributed computing clusters in the robotics field to address computational challenges [4] - He suggests that factories with multiple robots could benefit from establishing distributed server clusters to reduce communication latency [4]

公开信息显示，今年4月，优必选正式与采购方签订了大型双足人形机器人采购合同；随后又于7月中标 金额高达9051.15万元的人形机器人采购项目，这笔订单的采购方为汽车出口平台企业——觅亿（上 海）汽车科技有限公司（下称"觅亿汽车"）。 焦继超表示，面向工业场景推进人形机器人落地，若缺乏大量投入、长期积累、对客户现场作业场景的 深入理解，以及客户的有力支持，将很难做得成。 "选应用场景不能像撒胡椒面" 经过两年多的投资热潮后，焦继超看到，资本对具身智能已渐趋冷静——如果没有商业化，创业公司尤 其是第二梯队以下的玩家将难以生存。 经过一年多的工厂"实训"，优必选（09880.HK）的人形机器人将成批量地"转正上岗"。优必选副总裁、 研究院院长焦继超透露，优必选预计今年交付500台工业版人形机器人，面向汽车、3C半导体等行业客 户，其中以汽车客户为主。相比之下，2024年仅出货10台人形机器人。 2025世界机器人大会（WRC）期间，焦继超接受南都等媒体采访时表示，如果能顺利完成现阶段的小 批量"pre-order"（预购）交付，后续有望获得更大批量的订单。 但焦继超提醒，选择应用场景必须聚焦，不可能像撒胡椒面一样什 ...