温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 全行业人形机器人出货量保证每年翻一番的节奏是可以保证的；如果有技术突破，甚至可能未来2到3年，突然可能一年出货几十万台，甚至上百万台也有可能； 4）上市： 我们正在推进合规、稳健的上市流程； 整体而言，人形机器人行业的竞争不仅仅在产品和市场上，也在创始人访谈、演讲上。 2025世界机器人大会正如火如荼的进行，现场人头攒动，除了各人形机器人产品亮眼表现刷屏网络外，作为国内最火人形机器人创企[宇树科技]的创始人王兴兴再次 凭 借"炸裂"式发言成为全网焦点。 接下来，小编对核心观点进行梳理，并对部分观点进行解读： 现阶段 技术尚不成熟的阶段 ，让智能机器人执行大规模、复杂的实际工作还不现实；自动化设备或工厂里一些固定的工序，这类任务是可行的，但它们与当前的具身智能 并没有本质关联； 先聊一下上市： 我们在推进中规中矩的上市流程；智元机器人：？ 202 ...

机构指出，经济转型和新兴业态初露锋芒，同时无风险收益下行，确立迈向"转型牛"。 【财经日历】 国内成品油将开启新一轮调价窗口； 澳洲联储公布利率决议； 美国7月CPI； 欧佩克公布月度原油市场报告。 | 〜 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 43975.09 | -200.52 | -0.45% | | 纳斯达克指数 | 21385.40 c | -64.62 | -0.30% | | 标普500 | 6373.45 | -16.00 | -0.25% | ►►杭州市司法局发布公开征求《杭州市促进具身智能机器人产业发展条例（草案）》意见的公告，将具身智能机器人产业纳入全市政策支持框架，通过制 度设计增强政策合力，进一步规范产业高质量发展路径。其中指出，面对当前研发训练需求和未来具身智能机器人的广泛应用需求，要求加强网络和算力基 础设施规划布局，建立多元多元智算供给服务体系，提升算力资源利用效率，降低算力使用成本。明确核心技术主攻方向，聚焦具身智能"大脑"（具身智能 大模型） ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 大家好，我们是自动驾驶之心/具身智能/大模型之心Tech团队。非常高兴在这里和你相遇，如果你也认同技 术内容可以改变世界，那你可能就是我们在找的人！ 我们在做什么？ 我们希望通过技术内容连接学术界和工业界，成为企业和学校沟通的桥梁，更乃至数十万的AI开发者和创 业者。我们致力于为大家带来全网最新最权威的技术信息，团队聚焦在自动驾驶、具身智能、大模型等AI 最前沿的技术领域，涵盖学术论文解读、业内量产方案分析、大模型评测、商业动态、行业招聘、开源项 目等，并通过公众号、社群、视频号、知乎、小红书、B站等平台进行内容分享、粉丝交流及企业联系。 有技术背景，独立解读学术论文，运行部署开源项目和撰写代码demo； 1. 负责大模型/自动驾驶/具身智能等方向学术论文选题、解读和汇总； 2. 负责大模型/自动驾驶/具身智能方向知识星球的搭建； 3. 负责大模型/自动驾驶/具身智能的原创视频制作； 4. 负责原创稿件的撰写策划； 5. 推后管理和数据复盘； 2. 对技术相关的前沿进展和事件有极高的研究热情和分享欲； 3. ...

例如，在具身智能这一赛道，《北京具身智能科技创新与产业培育行动计划(2025—2027年)》提出，要 基于多模态基础大模型，研发具身智能"大脑"大模型等；《上海市具身智能产业发展实施方案》明确， 支持上海市本体机器人企业联合基础模型企业，加速运动控制模型攻关，构建通用运动控制体系与操控 技能库；《深圳市具身智能机器人技术创新与产业发展行动计划(2025—2027年)》明确，重点支持具身 智能机器人核心零部件、AI芯片、仿生灵巧手、基座及垂直领域大模型、本体控制等关键核心技术攻 关，以揭榜挂帅、项目经理人制、业主制等方式分阶段、分批次组织实施科技重大专项；《广西"人工 智能+制造"行动方案(2025—2027年)》提出，要推动机械、汽车、钢铁、有色、石化化工、食品加工、 高端绿色家居、轻工纺织等传统行业重点打造"人工智能+"智能排产调度、产线柔性配置、人机协同作 业、先进过程控制、数智精益管理、在线智能检测、设备运行监控、智能仓储物流、危险作业自动化、 能源和污染智能管控、智能营销与售后、智能供应链管理等场景。 据《证券日报》记者梳理，为进一步抢抓人工智能产业发展机遇，年内已有北京市、上海市、深圳市、 天津市、 ...

Core Viewpoint - The recent partnership between Zhiyuan Robotics and Fulian Precision Engineering marks a significant advancement in the commercialization of embodied intelligence in the industrial sector, with the deployment of nearly 100 units of the Yuanxing A2-W robot in Fulian's factories, representing the first large-scale commercial order in this field in China [1][3]. Group 1: Company Developments - Zhiyuan Robotics has secured a project collaboration worth several million yuan with Fulian Precision Engineering, involving the deployment of nearly 100 Yuanxing A2-W robots [1]. - Fulian Precision Engineering's stock rose by 11.18% following the announcement, while Zhiyuan Robotics-related stock Weixin New Materials increased by 2.66% [2]. - The Yuanxing A2-W robot is designed for flexible manufacturing scenarios, capable of performing tasks such as box handling, transportation, and loading [3]. Group 2: Technical Performance - The Yuanxing A2-W robot has demonstrated superior performance on production lines, with capabilities such as autonomous adjustment of grasping posture and real-time obstacle avoidance, achieving nearly 10,000 operations per shift without failures [3]. - The deployment has expanded from two initial production line points to 15 loading points across two core workshops, handling over 500 units of raw material delivery daily [3]. Group 3: Strategic Partnerships - The collaboration between Zhiyuan Robotics and Fulian Precision Engineering is part of a long-term strategic partnership, with previous agreements dating back to 2024 [4]. - Fulian Precision Engineering aims to leverage its expertise in precision mechanical processing to enhance the development of key components for humanoid robots, thereby expanding its presence in the electric drive and robotics sectors [6]. Group 4: Industry Outlook - The humanoid robotics sector is entering a phase of market application, with a focus on developing specific end-product robots based on standard robotic platforms [5]. - The demand for technical support and after-sales service is expected to grow as humanoid robots become more widely used, indicating a rapid development trajectory for robotics application and service companies [5].

据《科创板日报》消息，杭州市司法局发布公开征求《杭州市促进具身智能机器人产业发展条例（草 案）》意见的公告，将具身智能机器人产业纳入全市政策支持框架，通过制度设计增强政策合力，进一 步规范产业高质量发展路径。其中指出，面对当前研发训练需求和未来具身智能机器人的广泛应用需 求，要求加强网络和算力基础设施规划布局，建立多元智算供给服务体系，提升算力资源利用效率，降 低算力使用成本。明确核心技术主攻方向，聚焦具身智能"大脑"（具身智能大模型）、"小脑"（运动控 制系统）及"本体"（机器人核心部件和整机）三大核心以及专用芯片等"卡脖子"环节。打造技术攻关平 台，支持重大科技基础设施、重点实验室等具身智能机器人相关研发平台建设和运营，鼓励科研设施与 仪器面向企业开放。 每经记者｜杨卉 每经编辑｜魏官红 丨 2025年8月12日 星期二 丨 NO.1 二季度全球智能手机出货量小幅下降 Canalys最新研报指出，2025年第二季度，全球智能手机出货量小幅下降至2.889亿部。受限于相对温和 的消费者需求，市场增长受抑。三星在本季度保持最大出货量厂商地位，出货5750万部，同比增长 7%。苹果排名第二，iPhone出货量为 ...

Group 1 - Ant Group and China Rare Earth Group denied rumors of jointly building the world's first rare earth RMB stablecoin, stating that the information is fabricated by malicious individuals [2] - CATL's lithium mine suspension triggered a market surge, with lithium carbonate futures contracts hitting the limit up, leading to a significant rise in domestic lithium carbonate spot prices and lithium mining stocks [2] - CATL confirmed that mining operations at the Yichun Jianxiawo mine have been suspended since August 9 due to the expiration of the mining license, and the company is in the process of renewing the license [2] Group 2 - A-shares experienced a strong performance with the Shanghai Composite Index recording six consecutive days of gains, closing at 3647.55 points, while the Shenzhen Component and ChiNext indices also saw significant increases [4] - The Hong Kong Hang Seng Index rose slightly, with notable performances in the metals and pharmaceuticals sectors, while new consumption sectors faced declines [4] - As the A-share market rebounds, many funds have announced the suspension of large subscriptions, particularly those with strong performance this year [4][5] Group 3 - Public funds have actively supported A-shares, with several fund companies announcing self-purchase plans for equity funds, committing to hold for at least one year [5] - Nearly 60 listed companies have announced plans to use idle funds for securities investments, with some companies planning to invest over 20 billion yuan [5] - In August, 26 stocks received attention from overseas institutions, particularly in the electronics and biopharmaceutical sectors [5] Group 4 - As of August 11, 58 listed companies have announced mid-term dividend plans, with 44 companies proposing cash dividends totaling over 720 billion yuan [6] Group 5 - The recent half-year reports from A-share companies revealed significant dividend announcements, indicating a trend of returning profits to shareholders [6]

Group 1 - The core viewpoint of the articles is the introduction of a draft regulation in Hangzhou aimed at promoting the development of the embodied intelligent robotics industry through a structured regulatory framework and innovation encouragement [1][2] - The draft proposes a tiered regulatory system and sandbox regulatory mechanism tailored to the technological characteristics and development patterns of the embodied intelligent robotics industry [1] - Hangzhou has established a strong foundation for the robotics industry, with over 200 related companies and leading positions in key areas such as intelligent robotics motion control algorithms and multimodal interaction [1] Group 2 - The draft emphasizes the need for advanced planning of network and computing power infrastructure to meet current and future demands for embodied intelligent robots [2] - It calls for the government to promote the open sharing of public data relevant to the application environments of embodied intelligent robots, addressing the current lack of high-quality datasets for model training [2] - The draft encourages local governments to leverage fiscal funds and investment funds to enhance financing for the embodied intelligent robotics industry, supporting early-stage and growth-stage enterprises [2]

Group 1 - The core judgment presented by Rev Lebaredian emphasizes that the IT industry, valued at approximately $5 trillion, is a small part of the global economy exceeding $100 trillion, with significant value lying in the physical world sectors such as transportation, manufacturing, logistics, and healthcare [1][2] - The emergence of artificial intelligence enables machines to possess "physical intelligence," allowing for a true connection between the physical and information worlds, with robotics serving as a bridge for this transition [1][2] Group 2 - China is positioned uniquely to excel in the robotics and AI field, with nearly half of the global AI researchers and developers based in the country, alongside unmatched electronic manufacturing capabilities and a vast manufacturing base for large-scale deployment and testing [2] - NVIDIA's mission is to create computers specifically designed for the "toughest problems," necessitating the development of three types of computers: embedded computers in robots, AI factory computers for data processing and model training, and simulation computers for data generation and testing [2] Group 3 - Wang Xingxing views humanoid robots as crucial carriers for general-purpose robotics, suggesting that as general AI matures, the complexity of hardware requirements will decrease, making it easier for individuals to assemble humanoid robots similar to building a computer [3] - UTree Technology launched a humanoid robot priced at approximately 99,000 RMB last year, with a new version this year priced at around 39,000 RMB, supporting customization and expected to reach mass production by the end of the year [3] Group 4 - Wang He emphasizes that general-purpose robots will be revolutionary products in a market potentially worth trillions, with the core elements being the robot itself, the embodied intelligence model driving it, and the data supporting the model [3][4] - The next-generation humanoid robot project announced by Galaxy General and NVIDIA will utilize the Isaac platform for data collection and remote control, capable of training and deploying various task abilities in both simulated and real environments [3] Group 5 - Wang He predicts that the market for humanoid robots will grow exponentially, estimating that production will increase tenfold every three years, potentially surpassing the total output of industrial robotic arms [4] - The future of robotics will require a combination of top-tier computing power, simulation capabilities, cost-effective hardware engineering, and a large-scale training system driven by synthetic data to achieve widespread deployment [4]

PEEK（聚醚醚酮）作为一种高性能热塑性塑料，在各类严苛的工程应用中展现出卓越价值。实践充分 证明，当部件面临高温环境考验时，PEEK 在维持出色机械性能与耐化学性方面表现尤为突出。 为此我经过深度研究后整理出几家相关潜力公司，尤其最后一家国内PEEK唯一年产超千吨，产销国内 双第一的龙头企业。 这种聚合物凭借用途广泛、耐高温的核心优势，加之优异的热稳定性、可靠的机械性能和良好的化学相 容性，在轻量化与耐久零件制造领域占据了不可替代的地位。即便在极具挑战性的工作场景中，由 PEEK 制成的零件也能保持极高的耐受能力，充分保障设备稳定运行。 如今，PEEK 材料正成为推动工业自动化变革的关键力量，持续引发制造业的高度关注，为工业自动化 领域带来重大发展里程碑！近期，具身智能领域的领军企业 Persona AI 成功完成 2700 万美元的预种子 轮融资，其与韩国造船巨头 HD Hyundai 联手推进的工业级人形机器人项目，一经推出便迅速成为全球 范围内的热议焦点。而在这一突破性进展的背后，被誉为 "塑料黄金" 的 PEEK 材料，正以惊人的速度 重塑着全球制造业的发展格局。 兄弟科技 中欣氟材 ：全球最大 D ...