注意哦， 备注：机构/学校+姓名+研究方向 ，能够快速入群！ 感兴趣的同学可以添加小助理微信AIDriver005，邀请加入我们的社群。 具身智能之心技术交流群成立了！主要关注VLA、VLN、遥操作、Diffusion Policy、强化学习、VLA+RL、 sim2real、多模态大模型、仿真、运动控制、目标导航、建图定位、导航等方向。 ...

具身智能之心准备在国内外招募3位做数采的大佬，主要研究方向：遥操作、AR、全身动捕等方向。 相关研究方向至少1年，具身公司从业人员、博士及以上学历优先（包含在读博士）。 联系我们 更多待遇和工作内容咨询，欢迎添加负责人微信oooops-life了解。 工作内容 和我们一起承接具身数采相关的项目开发、课程开发等； 岗位要求 ...

Core Insights - The article emphasizes the value of a community that provides solutions to problems in the field of embodied intelligence, highlighting the importance of knowledge sharing and collaboration among members [3][16]. Group 1: Community and Resources - The community has established a closed loop across various fields including industry, academia, job seeking, and Q&A exchanges, providing timely solutions and job opportunities [3][4]. - A comprehensive list of over 30 technical routes has been compiled, aiding members in finding benchmarks, reviews, and learning paths efficiently [4][16]. - The community invites industry experts to answer questions and share insights, enhancing the learning experience for members [4][17]. Group 2: Educational Support - Resources for beginners include curated technical stacks and learning paths to facilitate entry into the field of embodied intelligence [11][16]. - For those already engaged in research, valuable industry frameworks and project proposals are provided to support further development [13][16]. Group 3: Job Opportunities and Networking - The community has established a job referral mechanism with multiple companies in the embodied intelligence sector, ensuring members can connect with potential employers [10][17]. - Members are encouraged to engage in discussions about career choices and research directions, fostering a supportive environment for professional growth [79][83]. Group 4: Research and Development - The community has compiled a wealth of resources including open-source projects, datasets, and simulation platforms relevant to embodied intelligence, facilitating research and development efforts [16][30][36]. - A focus on various research directions such as visual language navigation, reinforcement learning, and multi-modal models is evident, indicating the community's commitment to staying at the forefront of technological advancements [20][58][70].

证券之星陆雯燕 在机器人概念推动下经历年内15倍暴涨的上纬新材(688585.SH)，8月7日披露的2025年半年报揭开了股 价与业绩显著背离的事实。公司上半年营收同比增长12.5%，但归母净利润却同比下滑32.91%。海外业 务成本上升、汇兑损失扩大等因素共同对利润形成拖累。此外，公司毛利率也持续走低至14.14%。 证券之星注意到，上纬新材此前股价在概念炒作下连收涨停，一度飙升至110.48元/股(前复权)的历史高 峰，其总市值也从年初不足30亿元激增至445亿元。在上交所重拳监管和公司基本面利空的双重影响 下，上纬新材股价出现跌停回调。半年报发布以来，上纬新材连续两个交易日股价走低。截至8月11日 发稿报83.36元/股，跌幅3.54%。 Q2净利同环比直降约七成 2025年半年报显示，上纬新材今年上半年实现营收7.84亿元，同比增长12.5%；对应归母净利润2990.04 万元，同比下降32.91%。 利润下滑背后，上纬新材成本端压力凸显。今年上半年，上纬新材营业成本同比增长14.24%至6.73亿 元。公司表示，主要系营收增加，成本随之增加，以及海运费增加所致。进一步来看，上半年期间费用 中，公司财 ...

衡宇 发自 WRC 量子位 | 公众号 QbitAI 大会期间，银河通用与英伟达联合首发搭载NVIDIA Jetson Thor芯片的机器人应用。作为国内首款搭载NVIDIA Jetson Thor芯片的机器人， Galbot G1 Premium完成了工业场景的应用。 现场演示中，配备该芯片的机器人展现出丝滑的运动性能以及实时的货箱视觉处理与运动规划能力，速度显著提升，现场观众一致评价为" 干 活最麻利的人形机器人 "。 一票难求的世界机器人大会现场，一家具身智能小卖部正在不间断面向现场观众接单营业。 工作人员站在一边，在店铺里忙碌的全都是人形机器人 。 它们是真的在这个智慧小卖部当起了导购员—— 顾客对着平板挑选商品后扫码下单，人形机器人店员会根据你的订单，转身移步到货架前，稳稳抓取商品，再转身返回，把商品送到你手中， 现场完成结账。 更有一位观众现场下单了2件不同的商品， Galbot都能用双手同时各夹取1件商品，准确、平稳地把商品交给观众 。这意味着银河通用的技 术在不断迭代。 △ Galbot用双手为观众夹取商品，视频来源：银河通用 Galbot既不是按照写死的程序打工，也没有人在背后遥控操纵， 它 ...

Investment Rating - The industry investment rating is "Overweight" [3][24]. Core Viewpoints - The 2025 World Robot Conference (WRC) showcased over 1,500 exhibits from more than 200 companies, highlighting the rapid commercialization of robots, particularly humanoid robots, which are entering a critical phase of technological breakthroughs and market penetration [6][7][12]. - The humanoid robot industry is expected to see a cumulative global demand of approximately 2 million units by 2030, indicating a significant growth trajectory [6]. - The report emphasizes the importance of core technology innovation and cost control as key competitive factors in the upcoming market reshuffle, similar to the smartphone industry [12][20]. Summary by Sections Humanoid Robots - The humanoid robot sector is experiencing a surge in new product releases, with over 27 new models launched in July alone, indicating a "daily update" trend [12]. - The price of humanoid robots is becoming more accessible, with models like the Unitree R1 starting at 39,900 yuan, supported by government subsidies for both businesses and individuals [19]. - The report suggests focusing on leading companies in the humanoid robot supply chain, including Tier 1 suppliers and those involved in core components [20]. Photovoltaic Equipment - The penetration rate of N-type photovoltaic technology is accelerating, enhancing the competitive edge of leading companies in the sector [21]. - The report recommends monitoring companies that are innovating in cost-reduction technologies and expanding production capacity [21]. Energy Storage - The energy storage sector is poised for growth due to favorable policies and increasing demand from both generation and user sides [21]. - Key players in the energy storage market are highlighted, including those involved in battery and inverter production [21]. Semiconductor Equipment - The semiconductor equipment market is projected to reach $140 billion by 2030, with a growing share from domestic manufacturers [22]. - The report identifies potential investment opportunities in companies that are positioned for rapid growth in domestic substitution [22]. Automation - The market for industrial consumables, particularly cutting tools, is expected to grow from 40 billion yuan to 55.7 billion yuan by 2026, driven by increased concentration and import substitution [22]. - Leading companies in this sector are recommended for investment consideration [22]. Hydrogen Energy - The report highlights the potential of green hydrogen in achieving carbon neutrality, with a focus on companies that integrate hydrogen production with renewable energy sources [21]. Engineering Machinery - The report suggests focusing on leading companies in the engineering machinery sector, which are expected to maintain their competitive advantages [21].

人民财讯8月11日电，据亿纬锂能（300014）消息，维他动力与亿纬锂能正式达成机器人业务深度合 作。双方将通力协作，基于用户需求和机器人动力电池技术发展趋势，推进具身智能产品化量产的进一 步发展。 ...

上天天基金APP搜索【777】注册即可 领500元券包，优选机器人基金10元起投！限量发 放！先到先得！ 2025世界机器人大会于8月8日至8月12日召开。会上，全球机器人产业发展趋势和具身智能企业全球化 市场路径，成为多位国内外行业人士热议的焦点。 记者在大会上采访多家企业及行业人士获悉，受技术突破、政策驱动、资本涌动、劳动力短缺问题日益 突出等多重因素影响，一方面，今年以来机器人产业增长显著，未来有望为全球经济发展带来新的机 遇；另一方面，具身智能企业正积极探索出海路径，全球化成为关键词。 中国有望引领机器人产业发展 机器人产业未来有望为全球经济发展带来新的机遇。多位国际行业人士表示，机器人密度与产业智能化 水平，将成为衡量国家竞争力的核心指标，这将为人们创造更多与机器人协同工作的机会，推动社会经 济的全面发展。 2025年是物理人工智能年，物理AI潮流正推动机器人产业快速发展。英伟达Omniverse和仿真技术副总 裁雷夫·勒巴雷迪安（Rev Lebaredian）表示，智能机器人的出现将从根本上改变人类与物理世界的互动 方式：它们会把计算机技术与价值数百万亿美元的物理世界相连，释放出巨大的生产力，这对 ...

Investment Rating - The industry investment rating is "Overweight" [3][24]. Core Viewpoints - The 2025 World Robot Conference (WRC) showcased over 1,500 exhibits from more than 200 companies, highlighting the rapid commercialization of humanoid robots, with over 27 new models launched in July and August [6][7][12]. - The humanoid robot industry is entering a critical phase of technological breakthroughs and commercialization, with a projected global demand of approximately 2 million units by 2030 [6][20]. - The report emphasizes the importance of core technology innovation and cost control for companies to succeed in a competitive environment similar to the smartphone industry [12][20]. Summary by Sections Humanoid Robots - The WRC featured 50 humanoid robot companies, showcasing innovations in both industrial and consumer applications [7]. - The BOM cost for high-end humanoid robots remains high, ranging from 200,000 to 500,000 yuan, but lower-priced models like the Unitree R1 start at 39,900 yuan, facilitating market entry [19]. - Government subsidies for purchasing robots are available, with businesses eligible for up to 250,000 yuan and individuals for 1,500 yuan [19]. Key Recommendations - Recommended companies include Sanhui Electric, Jingpin Special Equipment, Zhejiang Rongtai, Beite Technology, Hanwei Technology, and Ruantong Power [4][6]. - The report suggests tracking the supply chain of humanoid robots, including companies like Sanhua Intelligent Controls, Top Group, and others [20]. Other Industry Insights - In the photovoltaic sector, the penetration rate of N-type technology is accelerating, strengthening the competitive edge of leading companies [21]. - The energy storage market is expected to grow due to favorable policies and increasing demand from both generation and user sides [21]. - The semiconductor equipment market is projected to reach $140 billion by 2030, with a focus on domestic alternatives [22]. - The automation market, particularly industrial consumables, is expected to grow from 40 billion yuan to 55.7 billion yuan by 2026 [22].

在2025世界机器人大会的江淮前沿技术协同创新中心展区内，一台结构精巧的绳驱机器人正在流畅地完 成抓取、传递等一系列精细动作，吸引众多观众驻足观看。这是由江淮前沿技术协同创新中心自主研发 的全省首款绳驱S1机器人，其独特的驱动方式和精巧设计，标志着我省在具身智能领域取得重要突 破。据了解，绳驱S1机器人全身共46个自由度，配备激光雷达、毫米波雷达、深度相机、视触觉传感 器与六维力传感器等多种传感设备，可实现多维度场景与交互感知。区别于常见的刚性臂机器人，S1 机器人采用的是7个自由度的绳驱臂。通过在电机与关节之间增加绳索进行传动，利用绳索自身的柔性 震动消减冲击力，使得末端接触力呈现递减的趋势。（安徽日报） ...