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 ...

央视网消息：2025年世界机器人大会8月12日闭幕，通过火爆现场展示的机器人领域最新"黑科技"，透视出产业新动向。专家表示， 中国人形机器人技术呈现多点突破与协同跃升态势。人形机器人产业和应用正展现出强劲发展潜力，迈入"技术突破—资本加码—场 景落地延伸"的加速期，且智能迭代升级不断从单体向群体演进，创新跃升的人形机器人发展领跑全球。 多场景复合式机器人海外订单量显著提升 记者现场了解到，最新研发的多场景复合式机器人，凭借灵活的跨场景作业能力，目前已打开了海外市场，订单量显著提升。 发展领跑 国产智能机器人"圈粉"海外 展会上智能协作机器人手臂以及重负载机器人，主要应用于新能源汽车、锂电池、光伏制造等类型企业，在全球拥有广泛市场。 机器人投融资风口正劲 积极布局抢抓先机 目前，中国已成为全球机器人第一大生产国，已形成机器人全产业链布局。2025年上半年，中国机器人产业营收同比增长27.8%， 连续12年保持全球最大工业机器人市场地位，制造业机器人密度已跃升至全球第3位。 专家：未来十年中国机器人产业有望继续领跑 业界专家表示，随着人形机器人"大脑"更聪明、"躯体"更矫健，仿生结构或成为未来十年人形机器人发展新 ...

Core Viewpoint - The article discusses the emergence of embodied intelligence and the significance of the "world model" as a core component in advancing AI towards human-like intelligence, highlighting the competitive landscape in the AI industry as it evolves towards embodied intelligence [1][2]. Industry Developments - Major companies like Google, Huawei, and ByteDance are launching various embodied intelligence platforms and models, indicating a rapid evolution in this field [3]. - SenseTime, leveraging its expertise in computer vision and multi-modal large models, aims to empower the industry through its "Wuneng" embodied intelligence platform, which integrates years of technological accumulation [3][5]. Technical Challenges - The industry faces challenges such as data scarcity, difficulty in large-scale production, and the need for generalization in embodied intelligence applications [5][13]. - The reliance on computer vision expertise is seen as a potential solution to enhance the learning of world models and improve the capabilities of embodied intelligence [14]. World Model Significance - The world model is recognized as a crucial element for predicting and planning in autonomous systems, enabling robots to interact intelligently with their environments [12][17]. - SenseTime's "Kaigu" world model is designed to provide extensive data and facilitate simulation-based learning, significantly reducing data collection costs [17][20]. Platform Features - The "Wuneng" platform offers a comprehensive approach by combining first-person and third-person perspectives for robot learning, enhancing the understanding of robot behavior [27][29]. - The platform aims to address the data challenges in the industry by providing synthetic data and facilitating the development of various robotic applications [26][31]. Future Implications - As embodied intelligence matures, it is expected to transform human-robot interactions and create new social networks involving robots, enhancing their roles in daily life [36][37]. - The integration of embodied intelligence into common environments like homes and workplaces is anticipated to unlock significant value and functionality [39].

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