机器之心发布 开源链接： 机器人上下文协议 RynnRCP https://github.com/alibaba-damo-academy/RynnRCP 视觉 - 语言 - 动作模型 RynnVLA-001 https://github.com/alibaba-damo-academy/RynnVLA-001 世界理解模型 RynnEC https://github.com/alibaba-damo-academy/RynnEC 具身智能领域飞速发展，但仍面临开发流程碎片化，数据、模型与机器人本体适配难等重大挑战。 机器之心编辑部 8 月 11 日，在世界机器人大会上，阿里达摩院宣布开源自研的 VLA 模型 RynnVLA-001-7B、世界理解模型 RynnEC、以及机器人上下文协议 RynnRCP ，推动数 据、模型和机器人的兼容适配，打通具身智能开发全流程。 具体而言，RynnRCP 包括 RCP 框架和 RobotMotion 两个主要模块。 RCP 框架 旨在建立机器人本体与传感器的连接，提供标准化能力接口，并实现不同的传输层和模型服务之间的兼容。 RobotMotion 则是具身大模型与机器人本 ...

活动中还进行了优秀解决方案发布和签约仪式， 18项 具身智能机器人核心部件领域优秀 方案， 按多模态技术突 破、核心部件国产化、算法与模型升级、场景落地应用创新、生态与人才五大产业问题分区集中展示 。此外，现 场还有 7项优秀技术成果实现落地签约。 本次活动以 "攻关核心技术 灵动具身智能"为主题，聚焦技术前沿、共性挑战及应用生态，邀请行业专家学者及产 业链上下游企业代表展开研讨交流， 并展示产业技术问题优秀解决方案 。 " 具身智能正从实验室走向现实，其蕴藏的巨大市场潜力将为各行各业带来深刻的创新与变革 。 " 张清在致辞中 指出，实现核心部件的自主可控与性能突破，是具身智能机器人产业行稳致远、攀登高峰的关键所在。 8月10日 ， 2025企创融通汇具身智能机器人核心部件专场活动在北京亦创国际会展中心成功举办。中国科协企业 创新服务中心主任、研究员张清，中关村融智特种机器人产业联盟创始人陈晓东等出席活动。 国地共建人形机器人创新中心首席科学家江磊、杭州贝丰科技股份有限公司首席产品官魏希盟等分别围绕机器人 执行器 的技术创新与展望 、高功率密度电机 助力 灵巧手握力跃升等主题展开分享， 全方位探讨了具身智能机 ...

Core Viewpoint - The article highlights the launch of DOBOT Atom II, a humanoid robot by Yuejiang Technology, which is the first in China to achieve millimeter-level multi-scenario operational capabilities, showcasing advanced coordination and response speed in various applications [1][3][25]. Group 1: Product Features and Demonstrations - DOBOT Atom II demonstrated its capabilities by performing tasks such as sorting materials, serving popcorn, and cooking clay pot rice, indicating its potential applications in industrial, commercial, and home settings [3][7][13]. - The robot's ability to sort components with precision, achieving a tolerance of 0.1 millimeters, and its dual-arm coordination were highlighted during the material sorting demonstration [3][5]. - In a dynamic task of serving popcorn, DOBOT Atom II showcased its agility and precision, responding to audience interactions with gestures and conversation [7][9]. - The robot's cooking demonstration involved synchronizing actions to pour oil and operate a rice cooker, illustrating its autonomous decision-making capabilities based on cooking progress [13][30]. Group 2: Product Line and Technological Integration - Yuejiang Technology introduced a diverse range of robots, including bionic multi-legged robots and collaborative robotic arms, aimed at various applications across industries, commerce, and education [1][25][31]. - The multi-legged bionic robot demonstrated its ability to maintain balance and move through complex terrains, showcasing its load capacity and stability [15][18]. - The collaborative robotic arms are designed to learn and perform tasks such as serving ice cream and AI painting, indicating a focus on integrating advanced skills into everyday applications [18][23]. Group 3: Market Position and Client Base - Yuejiang Technology is positioned as the only company that has emerged directly from manufacturing, with a strong industrial foundation, having shipped 90,000 collaborative robotic arms and serving over 80 Fortune 500 companies [25][29][33]. - The company has established partnerships with leading global clients and research institutions, validating the applicability of its technology across various scenarios [29][30]. - The company aims to leverage its extensive sales network, covering over 100 countries, to accelerate the global deployment of its humanoid robots [29][33]. Group 4: Future Vision and Ecosystem Development - Yuejiang Technology is committed to building a comprehensive ecosystem for humanoid robots, focusing on an open platform that allows developers to create customized intelligent agents [30][31]. - The integration of various robotic forms and a unified algorithm base aims to break down hardware barriers and facilitate seamless task development [30][31]. - The company envisions a future where humanoid robots enhance productivity and quality of life, with the goal of having a reliable robotic partner for everyone [33].

Core Viewpoint - The World Robot Conference emphasizes the importance of innovation and application in robotics, showcasing advancements in technology and the need for interdisciplinary collaboration in the field [1][3]. Group 1: Key Presentations - Ni Guangnan, an academician from the Chinese Academy of Engineering, highlighted the significance of "AI + spatial computing" as a new paradigm that bridges the physical and digital worlds, essential for enhancing robot intelligence [3]. - Vašek Hlaváč from Czech Technical University discussed the development of a unique visual guidance method for industrial robots, which improves precision in flexible assembly tasks through custom datasets and machine learning [5]. - Seng Chuan Tan, the incoming president of the World Federation of Engineering Organizations, emphasized the need for engineers to evolve from traditional roles to innovative problem solvers with interdisciplinary skills [7]. Group 2: Challenges and Opportunities - Gao Feng from Shanghai Jiao Tong University identified four key challenges in robot invention: functional-driven design, performance integration, behavioral intelligence, and specific engineering applications [9]. - Alexander Verl, chair of the International Federation of Robotics Technical Committee, discussed the limitations of current robots and the potential of digital twins and AI to enhance their capabilities [11]. - Sergej Fatikow from the University of Oldenburg presented innovations in micro-robotics for precision manufacturing, emphasizing the importance of nanotechnology in driving breakthroughs [13]. Group 3: Industry Applications - Zhang Jiafan from ABB Robotics highlighted that industrial robots currently cover only 20%-30% of industrial needs, indicating significant untapped potential for AI applications in decision-making and control [15]. - Zeng Guang from Zoomlion discussed the integration of humanoid robots into manufacturing systems, emphasizing the need for comprehensive knowledge and AI-driven platforms for effective deployment [17]. - Hu Luhui from Zhicheng AI pointed out the core pain points in the industry, including high costs and safety issues, and advocated for deep collaboration between physical and intelligent systems to overcome these challenges [19]. Group 4: Medical and Agricultural Innovations - Bradley Nelson from ETH Zurich presented the application of micro-robots in medicine, particularly for targeted drug delivery and remote surgeries, showcasing their potential to address significant healthcare challenges [21]. - Jens Kober from Delft University of Technology discussed the automation of agriculture in the Netherlands, emphasizing the need for cost-effective solutions to labor shortages and the importance of addressing real pain points in the industry [29]. - Yaniv Maor from Tevel highlighted the challenges in automating fruit picking, focusing on the need for flexible robotic systems that can adapt to diverse environments and fruit varieties [31]. Group 5: Future Directions and Market Trends - Dennis Gutowsky from FESTO introduced bio-inspired robotics, showcasing innovations that mimic natural mechanisms to enhance robotic design and functionality [33]. - The dialogue on embodied intelligence emphasized the need for reliable and transparent AI systems to foster trust and collaboration between humans and robots [34][36]. - The discussions highlighted the importance of open-source models to build user trust and the necessity for predictable AI systems to ensure effective human-robot interaction [42][44].

Group 1 - The 2025 World Robot Conference main forum commenced on August 9 in Beijing, focusing on industrial development and featuring leaders from government, international organizations, and top enterprises sharing insights on global robotics trends [1] - Xu Xiaolan, a key speaker, emphasized that humanoid robots represent a high-level evolution of robotics, crucial for manufacturing upgrades and addressing aging society challenges, with significant potential for global development [3] - The International Federation of Robotics President, Takayuki Ito, identified five trends shaping the future of the robotics industry, including the deep integration of AI and robotics, the rise of embodied intelligent robots, and the need for sustainable development [5] Group 2 - Kathleen A. Kramer from IEEE highlighted that sustainability is a core dimension of technology development, emphasizing the importance of responsible design and local policies to achieve sustainable goals [7] - Rev Lebaredian from NVIDIA discussed the emergence of the autonomous intelligent agent era, where systems can perceive environments and make decisions, marking a shift towards the "physical AI era" [9] - Wang Xingxing, CEO of Yushu Technology, pointed out that the current bottleneck in humanoid robots is not hardware but the maturity of embodied intelligence, advocating for improved model architectures [11] Group 3 - Juha Roening from the European Robotics Association noted that Europe has the potential to lead in robotics but faces challenges due to a lack of integrated strategic goals and standards [13] - Beijing's Economic and Information Technology Bureau announced the "Double Hundred Project" achievements, focusing on building a robust robotics industry with significant advancements in humanoid robots and application scenarios [15] - The "Embodied Intelligence Social Experiment Plan" was launched in Beijing, aiming to create a comprehensive ecosystem for robotics development and application across various sectors [17] Group 4 - Jeff Burnstein from the Association for Advancing Automation indicated that the North American robotics market is transitioning from automotive dominance to balanced growth across multiple industries, with humanoid robots still in early commercial stages [19] - Toshio Fukuda, a foreign academician of the Chinese Academy of Sciences, discussed Japan's approach to embodied intelligence, focusing on creating distributed intelligent systems with environmental awareness [21] - Mohammad Alshamsi from the UAE Robotics and Automation Society outlined the UAE's strategic initiatives to boost its robotics industry, targeting a 9% GDP contribution by 2032 [23] Group 5 - Mohammed Alsolami from Saudi Arabia emphasized the country's vision for robotics and AI development, focusing on large-scale infrastructure projects and local application scenarios [25] - Thaha Muhammed Abdul Kareem from Qatar highlighted the country's strategic shift towards becoming an AI and robotics innovation hub, with significant investments in education and R&D [27] - Chee-Fai Tan from the ASEAN Smart Industry Alliance discussed the rapid economic growth in ASEAN countries and the increasing demand for robotics in various sectors [29] Group 6 - Bikash Gurung from the Nepal Robotics Association outlined Nepal's focus on disaster response and medical robots, aiming to grow its robotics industry significantly by 2035 [31] - Jacques Eone from Cameroon emphasized the development of technologies suitable for harsh environments, targeting agriculture, disaster response, and medical logistics [33] - He Xiaodong from JD Group discussed the company's commitment to advancing humanoid robots through embodied intelligence, aiming to integrate them into everyday life [35] Group 7 - Ciyong Zou from the United Nations Industrial Development Organization stressed the importance of international cooperation in the robotics industry for sustainable development [40] - Takako Hashimoto from IEEE highlighted the need to balance efficiency and ethics in robotics development, advocating for international trust mechanisms in data security [42] - Paulo Lopes from the UK Institution of Engineering and Technology emphasized the significance of global collaboration in driving innovation and sustainability in the robotics sector [44]

Core Insights - The robotics industry is experiencing significant growth, transforming production and lifestyle, and injecting strong momentum into economic and social development [1] - The Ministry of Industry and Information Technology, along with 16 other ministries, has set a target for manufacturing robot density to double by 2025 compared to 2020, with a notable increase in the application of service and special robots [1] - The recent issuance of guidelines for humanoid robot innovation indicates that humanoid robots are expected to become a disruptive product following computers, smartphones, and electric vehicles, with mass production aimed for 2025 [1] Industry Events - The 2025 World Robot Conference will take place from August 8 to August 12, 2025, in Beijing, organized by the China Electronics Society and the World Robot Cooperation Organization [2] - The 2025 China Embodied Intelligent Robot Industry Conference and Exhibition is scheduled for August 13 to August 15, 2025, in Shanghai, hosted by various organizations including the China Electrical Engineering Society [2] - The 2025 World Humanoid Robot Sports Competition will occur from August 14 to August 17, 2025, in Beijing, organized by the Beijing Municipal Government and other entities [2] - A seminar on humanoid robots and low-altitude economic motor systems will be held from August 15 to August 17, 2025, in Ningbo [2] - The first "Low-altitude Aircraft - Intelligent Connected Vehicles - Humanoid Robots" Collaborative Innovation Development Conference is set for August 16, 2025, in Beijing [3] - The second Advanced Sensing Technology and Application Exchange Conference will take place from August 22 to August 24, 2025, in Taiyuan [3] - The sixth International Academic Conference on IoT, AI, and Mechanical Automation (IoTAIMA 2025) will be held from August 22 to August 24, 2025, at Dalian Jiaotong University [3] Company Highlights - The 2024 annual reports of 75 listed robotics companies have been released, showcasing key highlights and trends in the industry [4] - The 2023 annual reports of 55 listed robotics companies indicate mixed results, with increasing market consolidation [4] - Notable advancements in bionic robot technology have been reported, including learning from squirrels to navigate complex terrains [5] - The market for humanoid robots is heating up, with price wars emerging as mass production approaches [5] - The performance of robotics concept stocks in the first half of 2024 has generally faced pressure, but opportunities arise from the integration of robotics and AI [5]

Investment Rating - The industry investment rating is "Overweight" [3][24]. Core Insights - The 2025 World Robot Conference (WRC) showcased over 1,500 exhibits from more than 200 companies, highlighting the rapid commercialization of robotics, particularly humanoid robots, which are entering a critical phase of technological breakthroughs and market penetration [6][7][12]. - The humanoid robot market is expected to reach a cumulative demand of approximately 2 million units by 2030, indicating a significant growth opportunity for Tier 1 suppliers and core component manufacturers [6][20]. - The report emphasizes the importance of core technology innovation and cost control as key competitive factors in the upcoming industry reshuffle, similar to the smartphone industry [12][19]. 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 2025 alone, indicating a "daily update" trend in the industry [12]. - The report identifies key players in the humanoid robot supply chain, including companies like Sanhua Intelligent Controls, Top Group, and Zhejiang Rongtai, among others [6][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 suggests focusing on companies like Maiwei and Jiejia Weichuang, which are positioned to benefit from technological innovations and scale effects [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 this space include Xingyun and Kexin New Energy, which are expected to see significant growth as demand rises [21]. Semiconductor Equipment - The semiconductor equipment market is projected to reach $140 billion by 2030, with a growing emphasis on domestic production capabilities [22]. - Companies such as Zhongwei and Beifang Huachuang are highlighted as potential beneficiaries of this trend [22]. Automation - The market for industrial consumables, particularly cutting tools, is expected to grow from approximately 40 billion to 55.7 billion by 2026, driven by increased concentration and import substitution [22]. - Leading companies in this sector include Huarui Precision and Oke Yi [22]. Hydrogen Energy - The report notes that green hydrogen aligns with carbon neutrality goals, with rapid developments in photovoltaic and wind energy supporting hydrogen production [21]. - Companies like Longi Green Energy and Yihua Tong are recommended for their integrated advantages in the green hydrogen sector [21].

Group 1 - The A-share market saw a collective rise in major indices on August 11, with the robotics sector performing actively, particularly the Robotics ETF (159770), which rose by 1.14% and had a trading volume exceeding 1 billion yuan, ranking first among similar products in the Shenzhen market [1] - Key stocks within the Robotics ETF, such as Jingye Intelligent and Dazhu Laser, experienced gains of over 8%, while other stocks like Ecovacs and Jiangsu Beiren also followed suit [1] - The Robotics ETF closely tracks the CSI Robotics Index, with significant holdings in companies like Huichuan Technology and iFlytek, and it has a current circulation scale of 6.617 billion yuan, leading in the Shenzhen market [1] Group 2 - At the 2025 World Robotics Conference, the founder and CEO of Yushu Technology highlighted that the average growth rate of the robotics industry, including component and complete machine manufacturers, was between 50% and 100% in the first half of the year, indicating a remarkable growth trend [2] - The conference also marked a significant milestone with the first large-scale commercial contract for industrial embodiment robots in China, signaling a transition from technology validation to large-scale commercial use in the intelligent manufacturing sector [2] - Analysts from Guotai Haitong Securities noted that the 2025 World Robotics Expo showcased significant improvements in scale and product quality, indicating a critical turning point for humanoid robots moving towards commercialization [3] Group 3 - Huolong Securities pointed out that the humanoid robotics sector has experienced multiple catalysts recently, suggesting that the industry is entering a "technology breakthrough → mass production cost reduction → scene penetration" golden cycle, which is expected to become a core investment theme by 2025 [3]

责任编辑：杨赐 2025世界机器人大会8月8日至12日在北京举办。大会期间，"具身智能新纪元，产研融合赢未来——智 能机器人领域科学家与企业家深度对话活动"同期举行。清华大学教授孙富春出席活动并发表演讲。 活动现场，孙富春教授创作七言律诗《贺人形机器人首秀舞手绢》，盛赞宇树机器人曾在春晚舞台的精 彩表演，成为活动中的一大亮点： ...

Core Insights - GAC Group showcased its second-generation embodied intelligent robots at the 2025 World Robot Conference, highlighting applications in healthcare and security [1] - The company aims to establish a global demonstration zone for humanoid robots in Guangzhou by the end of 2023, with plans for commercial validation by 2026 and large-scale production by 2027 [1] - GAC's humanoid robot GoMate features innovative design elements, including a variable wheel-foot configuration that reduces energy consumption by over 80% compared to similar products [1] Company Developments - GAC has achieved self-design and manufacturing of key components for its embodied intelligent robots, including drivers, motors, and dexterous hands [1] - The GoMate robot weighs only 40 grams for its self-developed driver, with an 80% reduction in size compared to industry averages [2] - The robot integrates advanced technologies such as pure visual autonomous driving algorithms and AI perception capabilities, allowing for rapid response to complex commands [2] Industry Trends - The robotics industry experienced a revenue growth of 27.8% in the first half of the year, with industrial and service robot production increasing by 35.6% and 25.5% respectively [2] - China continues to be the largest industrial robot application market globally for 12 consecutive years [2]