这几天 北京的"冰丝带"迎来了一群 不流汗、不喊累、不怕摔的运动员 为参赛主体的综合性赛事 它们就是： 2025世界人形机器人运动会 8月14日正式开幕！ 三天时间 来自16个国家和地区的280支队伍 围绕竞技赛、表演赛、场景赛、外围赛 共26个项目展开487场比拼 8月14日，机器人代表方阵在开幕式上入场。新华社记者 张晨霖 摄 人！形！机！器！人！ 全球首个以人形机器人 田径、体操、足球、舞蹈 武术、自由搏击…… 这些人类拿手的运动项目 逐渐被人形机器人们学习甚至精通 8月15日，来自奥林1队的人形机器人（右）和北科/武汉大学联队的人形机器人在自由搏击比赛中。新 华社记者 鞠焕宗 摄 开赛首日的第一个项目 1500米决赛聚焦了所有观众的目光 有的机器人选手步伐稳健 有的全程冲刺让操作手追到怀疑人生 还有的摔掉了脑袋、断了胳膊 当日下午进行的400米决赛中 也要爬起来奔赴终点 （谁说热血只属于人类？） 经过较量 宇树科技H1人形机器人 以总用时6分34秒40的成绩 （平均速度约3.87米/秒） 摘得本届赛事首金 同型号机器人 又以1分28秒03的优异成绩夺冠 操作手刘金达表示 保证机器人连续跑完1500米的 ...

Group 1 - The company Wuxi Xinjie Electric Co., Ltd. has applied for a patent for a data labeling method suitable for six-degree-of-freedom grasping networks, indicating its focus on robotics technology [1] - The patent application was published under CN120480925A with an application date of July 2025, showcasing the company's ongoing innovation efforts [1] - The method involves several steps including obtaining 3D model data, sampling contact points, stability detection, generating grasp poses, collision detection, and saving valid grasp poses, demonstrating its versatility in various robotic grasping scenarios [1] Group 2 - Wuxi Xinjie Electric Co., Ltd. was established in 2008 and is primarily engaged in the manufacturing of instruments and meters, indicating its industry focus [2] - The company has a registered capital of 157.14 million RMB and has made investments in 14 enterprises, reflecting its active role in the market [2] - The company has participated in 119 bidding projects and holds 444 patents, along with 115 trademark registrations, highlighting its significant intellectual property portfolio and market engagement [2]

截至午间收盘，中证消费电子主题指数上涨0.4%，中证智能电动汽车指数下跌0.2%，中证物联网主题指数下跌0.3%，国证机器人产业指数下跌1%。相关产 品获资金关注，机器人ETF易方达（159530）半日净申购达5600万份。 今日，全球首个世界人形机器人运动会火热开幕，此次世界人形机器人运动会不仅是机器人技术的竞技盛宴，也是科技与金融携手推动行业发展的生动实 践。作为这场科技盛会的唯一公募基金官方赞助商，机器人ETF易方达（159530）将深度融入赛事，为这场前所未有的竞技盛宴注入金融动能。 （文章来源：每日经济新闻） ...

USA Rare Earth (USAR) FY Conference August 12, 2025 03:30 PM ET Speaker0Good afternoon everyone. I'm George Genericas, one of Canaccord Genuity's sustainability analysts. We're incredibly pleased to have with us today the team from USA Rare Earths. Rob Steele, CFO Lionel McBee, VP of Investor Relations, a company that's geared to helping us secure a US magnetic supply chain. So with that, Rob, please go ahead.Speaker1Great. Thanks everybody. As George said, I'm Rob Steele, the CFO of the company. USA Rare E ...

Core Viewpoint - The company is actively embracing the wave of intelligence by strategically laying out plans in robotics and autonomous driving technologies while maintaining its core business in smart electric low-speed vehicles and special vehicles [1] Group 1: Business Development - The company aims to build a common technology platform across product lines by integrating research and development achievements from emerging fields into its core products, thereby enhancing the development of its main business [1] - The company is planning to establish a global technology research and development network, including a domestic research institute in Zhangjiang, Shanghai, and an overseas team for cutting-edge technology incubation in the United States [1] Group 2: Strategic Collaborations - The company has formed strategic partnerships with K-SCALE, Kepler Robotics, and Yushu Technology to collaborate on sales expansion, scenario applications, and product secondary development [1]

行业报告 | 行业研究周报 行业走势图 -5% 0% 5% 10% 15% 20% 25% 30% 2024-08 2024-12 2025-04 中小市值 沪深300 资料来源：聚源数据 2025 年 08 月 10 日 | 投资评级 | | | --- | --- | | 行业评级 | 强于大市(维持评级) | | 上次评级 | 强于大市 | 作者 吴立 分析师 SAC 执业证书编号：S1110517010002 wuli1@tfzq.com 周新宇 分析师 SAC 执业证书编号：S1110524070007 zhouxinyu@tfzq.com 相关报告 1 《新兴产业-行业研究周报:英美烟草、 菲莫国际发布 2025 半年报：减害产品 与口含烟成为核心增长引擎》 2025-08-03 2 《新兴产业-行业研究周报:FDA 再通 过 5 款电子烟产品，参议院拨款委员会 督促 FDA 加快审查；英国一次性电子烟 禁 令 有 效 降 低 青 少 年 使 用 率 ！》 2025-07-19 新兴产业 证券研究报告 2025 世界机器人大会开幕，重点关注行业龙头奥比中光、柯力传感！ 2025 世界机器人大会于 ...

Core Points - The 2025 World Humanoid Robot Games will take place from August 14 to 17 at the National Speed Skating Hall, featuring over 500 humanoid robots competing in 26 events and 538 competition items [1][2] - The event aims to promote technological innovation and industry integration, with the "Panda Eye" training base serving as a key venue for robot training and testing [1][2] - The competition will include a groundbreaking 5v5 soccer match controlled entirely by AI algorithms, marking a significant advancement in humanoid robot technology [2][3] Group 1: Event Overview - The event will host 280 teams from 16 countries across five continents, including 192 university teams and 88 corporate teams [3] - Notable participating universities include Tsinghua University, Peking University, and Shanghai Jiao Tong University, alongside several high school teams [3] - The event will feature 26 gold medals across various competitions, including soccer and free fighting [3] Group 2: Venue and Facilities - The "Panda Eye" training base is designed to enhance global humanoid robot innovation resources and will support technical testing and pre-competition preparation [2] - The venue will facilitate the training and competition of top robot teams, ensuring a comprehensive showcase of humanoid robot capabilities [2][4] - The event schedule is structured to allow for ample preparation and interaction time for participating teams, enhancing audience engagement [4]

结构方面，该工站配置250 kg抓手和650kg托盘，启用码垛 PA 模式时可完成更大负载的搬运（六轴法兰 竖直向下状态）。该系列机器人结合库卡丰富的工艺软件包，可用于搬运、机床上下料、铣削、打螺丝 等应用工艺。该机器人全面的产品组合可满足冶金、铸造、汽车、航空、食品等行业大负载机器人需求 场景。 专题：2025世界机器人大会 责任编辑：李铁民 8月8日-12日，2025世界机器人大会在北京经济技术开发区北人亦创国际会展中心举行，现场，库卡机 器人展示了其重载搬运工作站KR FORTEC ultra-2-KR 800 R2800-2 机器人。 据悉，该产品采用模块化设计，结构更紧凑，双臂刚性更高，最大能够负载800kg物品，并且最长臂展 可达 3700 mm，能够覆盖绝大多数应用场景。 ...

专题：2025世界机器人大会 责任编辑：李铁民 8月8日-12日，2025世界机器人大会在北京经济技术开发区北人亦创国际会展中心举行，现场，逐际动 力展示了双足机器人TRON 1系列，不仅挑战了30厘米高楼梯及50厘米平台跳跃等极限地形，还具备机 械臂功能，轻松拾取并递送物品给用户。 据悉，双足机器人TRON 1系列通过模块化设计，TRON 1可扩展语音交互、感知套件等功能，支持科研 二次开发。（罗宁） ...

Core Insights - The 2025 World Robot Conference was held in Beijing from August 8 to 12, focusing on AI models empowering robotics and embodied intelligence [1] - Midea Group's Vice President and CTO Wei Chang presented on the company's transition from industrial robots to humanoid robots, emphasizing innovation practices [3] Company Overview - Midea Group achieved over 400 billion yuan in revenue last year, marking a significant growth from 100 billion yuan in 2010 [3] - The company has diversified from a traditional home appliance manufacturer to a global technology company with six business segments, including smart home, industrial technology, building technology, and robotics automation [3][4] Strategic Focus - Midea Group's four strategic pillars include technological leadership, talent development, and leveraging AI and smart technologies to enhance R&D efficiency and innovation capabilities [4][5] - The company aims to integrate AI into its products to create differentiation and improve overall performance [6] R&D Network - Midea's global R&D layout consists of "2+4+N," with two comprehensive R&D bases in China and four global centers in Japan, Germany, Italy, and the USA [6] - The company has established several R&D organizations focused on robotics, including a Central Research Institute and an AI Research Institute [6][7] Robotics Strategy - Midea's robotics strategy focuses on three main areas: the intelligentization of industrial robots, the robotization of home appliances, and the development of humanoid robots [7] - The company has made significant advancements in industrial robotics, including the establishment of a national key laboratory for high-end heavy-duty robots and the expansion of its manufacturing base [7][12] Product Development - Midea is developing a new generation of intelligent control platforms and heavy-duty servo motors, with plans for mass production of key components [12] - The integration of AI technologies into industrial robots has already been applied in various scenarios, enhancing capabilities such as visual recognition [12][19] Home Appliance Innovation - The company is advancing the robotization of home appliances, aiming for full automation in household tasks through AI and robotics [13][14] - Midea's high-end appliance brand COLMO focuses on AI-driven home solutions, enhancing user experience through IoT and intelligent systems [16][17] Humanoid Robots - Midea is exploring the application of humanoid robots in industrial settings and aims to gradually introduce them into household environments [18][19] - The company emphasizes the importance of finding valuable applications for humanoid robots, with a focus on technology refinement and cost reduction [19]