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能空翻≠能干活,我们离通用机器人还有多远?
3 6 Ke· 2025-05-22 02:28
Core Insights - Embodied intelligence has gained significant attention in both industry and academia, particularly in humanoid robots, which integrate perception, movement, and decision-making capabilities [1][4][30] - The development of embodied intelligence is seen as a pathway towards achieving general robotics, with ongoing discussions about the challenges and milestones that lie ahead [1][30] Group 1: Current State and Future Prospects - The industry anticipates that 2025 may mark the "year of embodied intelligence," with significant competition emerging in the multimodal and embodied intelligence sectors [3][4] - NVIDIA's CEO Jensen Huang has proclaimed that the era of general robotics has begun, outlining four stages of AI development, culminating in "physical AI," which focuses on understanding and interacting with the physical world [3][4] - Experts believe that while progress has been made, the journey towards true general robotics is still in its early stages, with many technical and conceptual hurdles remaining [31][32] Group 2: Technical Challenges and Opportunities - The current landscape of embodied intelligence is characterized by a lack of comprehensive models and algorithms, with many systems still not achieving convergence [32][33] - Key technical challenges include the integration of sensory feedback, the development of robust algorithms, and the need for advanced perception capabilities, such as tactile sensing [33][34] - The industry is witnessing a shift where many researchers from the autonomous driving sector are transitioning to embodied intelligence, leveraging their expertise in perception and interaction [15][19] Group 3: Application Scenarios - Potential application areas for embodied intelligence include home care, household services, and industrial automation, which are seen as practical and immediate needs [41] - The focus on specific vertical applications rather than general-purpose robots is emphasized, as the technology is still maturing and requires targeted development to meet real-world demands [36][41] - The integration of embodied intelligence into existing industrial systems is viewed as a promising avenue for scalability and broader adoption [39]
山东“加码”10亿元资金 “券”力推动人工智能全链条发展
Huan Qiu Wang Zi Xun· 2025-05-13 04:14
Core Viewpoint - Shandong Province is investing 1 billion RMB to support the development of artificial intelligence (AI) through various policies and initiatives, extending support until the end of 2026 [1][3]. Group 1: Financial Support and Policies - The Shandong Provincial Development and Reform Commission announced a total of 1 billion RMB to support key AI clusters, platforms, enterprises, and projects [1]. - The support includes innovative policies such as "computing power vouchers," "model vouchers," "corpus vouchers," and "data sets" to strengthen AI development [1][4]. - A comprehensive "policy package" consisting of 28 measures and 45 specific policies has been introduced to support the entire AI industry chain [3]. Group 2: Research and Development Initiatives - Shandong plans to invest in over 150 basic research projects annually, focusing on cutting-edge theories such as multimodal intelligence and embodied intelligence [4]. - The province aims to enhance its capabilities in core technologies by supporting the construction of key innovation platforms and promoting the application of technological achievements [4][5]. Group 3: Infrastructure and Resource Allocation - The policies emphasize increasing the supply of essential elements for AI, including computing power, data, and models [4]. - Shandong will implement a "computing power voucher" subsidy based on a percentage of the amount spent on purchasing computing power, and will select 10 high-quality corpora annually for "corpus vouchers" [4][5]. - The province plans to select 30 large model products each year for "model vouchers" to accelerate the development of high-performance large models [5]. Group 4: Future Development Goals - By 2027, Shandong aims to establish around 30 provincial key laboratories and 20 provincial technology innovation centers in critical areas such as key chips and large models [5]. - The province intends to gather over 240 provincial-level scientific talents and incubate more than 50 technology-based enterprises to drive significant innovations in the AI sector [5].
机器人行业周报:“外骨骼机器人”助力登顶泰山 市场反馈积极有望加速放量
Xin Lang Cai Jing· 2025-05-13 02:43
Group 1 - The core viewpoint of the report highlights the commercialization progress of humanoid robots driven by technological upgrades and product iterations, exemplified by the launch of exoskeleton robots in the Taishan scenic area and the signing of a small-scale humanoid robot procurement contract by UBTECH [1][3][4] Group 2 - The Taishan scenic area has introduced exoskeleton robots for visitors, allowing them to rent the device for 80 yuan for three hours, which assists in walking and monitors health conditions, featuring emergency call and tour guide functions [3] - The exoskeleton robot weighs 1.2 kg, made of carbon fiber, can withstand a pulling force of 200 kg, and has an 8-hour battery life, saving users 30% to 50% of their physical effort [3] - UBTECH has signed a global first small-scale procurement contract for humanoid robots, involving the Walker S1 and Walker C models, aimed at applications in automotive manufacturing and commercial reception [3] - The contract signifies a substantial step towards the commercialization of humanoid robots in industrial manufacturing scenarios [3] - Apple has restructured its robotics team, moving it under the hardware engineering division, which may enhance the integration of hardware and software in robot development [4]
统筹10亿资金,推进“人工智能+”发展
Qi Lu Wan Bao· 2025-05-12 21:07
Core Viewpoint - Shandong Province has introduced a comprehensive plan and policy measures to accelerate the development of artificial intelligence (AI) across key sectors, with a financial commitment of approximately 1 billion yuan by 2025 to support innovation and application in AI [1][4]. Group 1: Key Areas of Focus - The initiative targets 13 key areas across three main aspects: industrial development, consumer life, and government services, aiming to leverage AI for high-quality growth [2][3]. - In industrial development, six sectors have been prioritized: chemical, aluminum, steel, mining, high-end equipment, and biomedicine, which are considered Shandong's pillar industries with significant potential for AI application [2]. - For consumer life, four sectors have been selected: home, travel, healthcare, and cultural tourism, with a focus on enhancing quality of life through AI technologies [3]. - In government services, three areas are emphasized: digital governance, social management, and public safety, aiming to improve service efficiency and accessibility through AI [3]. Group 2: Financial and Policy Support - The policy measures include 28 specific initiatives with a total funding of 1 billion yuan, aimed at supporting key clusters, platforms, enterprises, and projects in the AI sector [4][5]. - The financial support will be extended until the end of next year, with the establishment of an AI industry fund to further bolster development efforts [4]. - Innovative support mechanisms such as "computing power vouchers," "model vouchers," and "data set vouchers" are introduced to stimulate AI innovation and application [4][6]. Group 3: Innovation and Development Goals - By 2027, the plan aims to cultivate 20 foundational AI models for service industries, create over 50 replicable application scenarios, and launch more than 100 exemplary cases [3][4]. - The initiative seeks to achieve breakthroughs in intelligent development across key industries, significantly enhancing productivity and safety levels [3][4]. - The focus on collaborative efforts aims to optimize the industrial ecosystem, supporting the growth of specialized enterprises and promoting cooperation across the AI value chain [7][8].
人形机器人进厂“打工”记
Ren Min Ri Bao· 2025-04-22 21:38
Core Viewpoint - The article discusses the advancements and applications of humanoid robots, particularly the Walker S series from UBTECH, in industrial settings, highlighting their potential to enhance efficiency and productivity in manufacturing processes [1][12]. Group 1: Development and Training of Humanoid Robots - The Walker S1 humanoid robot has been integrated into various factories, including Geely's 5G smart factory, with over 500 units of intent orders received [1]. - The evolution of humanoid robots from performing basic tasks to more complex operations is emphasized, with the Walker S1 showing a 25% increase in material handling speed compared to its predecessor [4][11]. - The robots are designed to perform quality inspections with over 99% accuracy using advanced imaging and deep learning technologies [4][11]. Group 2: Technological Advancements - The Walker S series has transitioned from single-unit training to collaborative operations, showcasing the ability to work in groups and execute complex tasks [6][9]. - The implementation of a "big brain" and "small brain" system allows for enhanced decision-making and task execution, enabling robots to adapt to real-time environments [10]. - The robots are capable of learning skills once and sharing them across multiple units, which streamlines the training process [10]. Group 3: Future Prospects and Industry Impact - The Walker S1 has demonstrated significant improvements in various factories, with plans for large-scale delivery in the near future [11]. - UBTECH is developing the next generation, Walker S2, which will feature autonomous charging and increased operational efficiency [12]. - The article highlights the potential for humanoid robots to serve as intelligent assistants rather than replacements for human workers, promoting collaboration in manufacturing [12].
从“大脑”到“肢体” 广东初步建立智能机器人全产业链
Zhong Guo Xin Wen Wang· 2025-04-10 02:36
此次发布会上,华为、腾讯、深开鸿、美的库卡、广汽等9家企业发布了前沿成果。其中,深开鸿 发布基于开源鸿蒙的多机协同机器人统一操作系统——M-Robots OS1.0,可让多种机器人实现协同、兼 容。深开鸿CEO王成录称,机器人产业将从"单体智能"走向"群体智能"。未来,机器人产业和万物互联 的操作系统显然不可能是通过一两家企业就能做好,需要大家共建共享开源生态。 广汽第三代具身人形机器人GoMate在会上发布。广汽机器人团队负责人张爱民表示,GoMate计划 在2026年实现小批量生产,2027年逐步扩展至大规模量产。 乐聚机器人合伙人杨金介绍称,今年1月,该公司完成第100台全尺寸人形机器人的交付。目前人形 机器人在搬运等作业场景中还没达到与人一样的效率,但核心技术迭代速度很快,相信不远的将来人形 机器人有望实现与人一样的效率。 中新社广州4月9日电 (记者程景伟)记者9日从广东省人工智能与机器人产业创新产品与服务新闻发 布会上获悉,广东智能机器人产业主要布局于珠三角地区,并初步建立涵盖"大脑—五官—肢体"的智能 机器人全产业链。 据统计,2024年广东工业机器人产量超24万台(套),同比增长31.2%,连 ...
一年 交付10台人形机器人,优必选离盈利更远了
Guan Cha Zhe Wang· 2025-04-04 01:32
Core Viewpoint - The company, UBTECH, reported a total revenue of 1.305 billion yuan for 2024, marking a year-on-year increase of 23.7%, but continues to face significant losses, with a net loss of 1.16 billion yuan, although this represents a narrowing of 8.3% compared to the previous year [1][2] Revenue Breakdown - The revenue from educational robots and intelligent robot solutions was 363 million yuan, up 4.6% year-on-year [3] - Revenue from logistics intelligent robots and solutions decreased by 17.5% to 322 million yuan due to incomplete project deliveries [3] - Custom intelligent robots and solutions saw a significant increase of 126.1%, reaching 141 million yuan, attributed to new application scenarios and increased sales of humanoid robots [3] - Consumer-grade robot products generated 477 million yuan, an increase of 88.1%, driven by the launch of new consumer products [3] Market Performance - Domestic revenue was 877 million yuan, a 6.4% increase, while overseas revenue surged by 85.5% to 428 million yuan, accounting for 32.8% of total revenue [4] - The company’s overseas sales primarily consist of consumer-grade robots, including pet robots and lawn mowers [4] Profitability and Cost Structure - The gross profit margin decreased to 28.7%, down 2.8 percentage points from the previous year, primarily due to a shift in product mix towards lower-margin consumer-grade robots [5] - Operating costs rose from 611 million yuan in 2022 to 723 million yuan in 2023, with sales expenses increasing significantly from 373 million yuan to 506 million yuan, raising the sales expense ratio from 37.0% to 47.9% [5] Humanoid Robot Development - The company delivered only 10 humanoid robots in 2024, but remains committed to advancing this segment, with expectations for significant order deliveries by 2025 [6][12] - Collaborations with major automotive companies are in place, with plans for substantial deployments of humanoid robots in manufacturing settings [6] Executive Actions - Company executives initiated a stock buyback plan, indicating confidence in the humanoid robot sector and aiming to bolster investor sentiment [8][9] - The increase in accounts receivable and bad debt provisions raises concerns about cash flow and potential risks if humanoid robots do not perform as expected [11][12] Industry Context - The challenges faced by another unicorn in the humanoid robot sector, Dahua Robotics, highlight the financial pressures within the industry, emphasizing the need for UBTECH to navigate its growth and profitability carefully [12]
迈向群体智能 | 智源发布首个跨本体具身大小脑协作框架与开源具身大脑
量子位· 2025-03-29 07:46
允中 发自 凹非寺 量子位 | 公众号 QbitAI 3月29日,智源研究院在2025中关村论坛"未来人工智能先锋论坛"上发布首个跨本体具身大小脑协作框架RoboOS与开源具身大脑 RoboBrain,可实现跨场景多任务轻量化快速部署与跨本体协作, 推动单机智能迈向群体智能 ,为构建具身智能开源统一生态加速场景应用 提供底层技术支持。 具身智能操作框架RoboOS+具身大脑RoboBrain.mp4 △ 基于RoboOS及RoboBrain的多机器人跨本体协作递送任务Demo 增强长程操作任务能力,打造感知-认知-决策-行动闭环 在具身场景中,长程操作任务是机器人执行复杂任务的核心能力之一。具身大脑RoboBrain融合了 机器人任务规划、可操作区域感知、轨迹 预测 的三维能力,通过将抽象指令映射为具象动作序列,增强长程操作任务的能力。 RoboBrain由三个模块组成:用于任务规划的 基座模型 、用于可操作区域感知的 A-LoRA模块 和用于轨迹预测的 T-LoRA模块 。在推理 时,模型首先感知视觉输入,并将输入指令分解为一系列可执行的子任务,然后执行可操作区域感知和轨迹预测。RoboBrain采用多阶段 ...
人形机器人行业周报:周观点:人形机器人产业端进展频出,持续关注人形机器人产业链-2025-03-14
Shanghai Securities· 2025-03-14 15:40
周观点:人形机器人产业端进展频出, 持续关注人形机器人产业链 ——人形机器人行业周报(2025.3.3-2025.3.7) [Table_Rating] 增持(维持) [◼Table_Summary] 主要观点 (1)优必选促发群体智能觉醒,在极氪实现全球首例多台多场景多任 务人形机器人协同实训。近日,优必选在极氪5G智慧工厂开展全球首 例多台、多场景、多任务的人形机器人协同实训,探索建立面向多任 务工业场景的通用人形机器人群体作业解决方案,推动人形机器人从 单机自主向群体智能进化。 (2)中国政府网发布视频《机器人群侠传》。中国政府网在公众号发 布了视频《机器人群侠传》,视频经过剪辑,将不同场景、种类繁多的 机器人与武林绝技相联系,全方位展示了我国在机器人领域的前沿成 果。 (3)《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)》发布。3月3日,《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)》(以下简称《行动计划》)正式发布。深 圳将重点引领核心技术攻坚突破、打造公共服务平台矩阵,吸引更多 上下游企业、科研机构、创新团队等聚集,营造最优创新生态,推动 具 ...
突然,集体拉升!重磅赛道,迎来多重利好!
券商中国· 2025-03-04 11:18
Core Viewpoint - The humanoid robot sector is experiencing a surge in positive news and stock performance, indicating a growing interest and investment in this technology [2][3][10]. Market Performance - Humanoid robot concept stocks have collectively risen, with significant gains in both Hong Kong and A-share markets, including a more than 10% increase for UBTECH [2]. Key Developments - The Beijing Economic and Technological Development Zone announced the world's first humanoid robot half marathon to be held on April 13, showcasing the potential for humanoid robots in various applications [3][4]. - UBTECH has successfully conducted the world's first multi-robot collaborative training in a smart factory, marking a significant advancement in humanoid robot capabilities [7][8]. Policy and Initiatives - Shenzhen's government has launched an action plan to accelerate the development of an AI pioneer city, emphasizing the commercialization of humanoid robots across multiple sectors, including manufacturing and healthcare [3][5]. - The Beijing E-Town plans to release over 10,000 robot job opportunities and a procurement demand of nearly 5 billion yuan within two years, indicating a strong push for humanoid robot integration in various industries [5][6]. Industry Outlook - Analysts are optimistic about the humanoid robot industry, predicting significant growth and advancements in technology, particularly with the expected mass production of humanoid robots by 2025 [9][10]. - The humanoid robot sector is being recognized as a strategic national priority in China, with potential market opportunities reaching hundreds of billions [10].