8月8日至8月12日，"2025世界机器人大会（WRC 2025）"在北京举办。8月9日，在大会"产业发展"主论 坛上，北京经济技术开发区发布了具身智能社会实验计划，并配套发布《北京经济技术开发区关于推动 具身智能机器人创新发展的若干措施》专项支持政策。此次出台的专项政策，聚焦软硬技术协同攻关、 数据要素先行先试、应用场景牵引推广、新业态全链条培育等关键领域，全国首创数据采集实训场奖 励、二次开发社区支持、供应链响应平台支持等8条支持措施，加快推动具身智能机器人创新发展，抢 占全球机器人产业制高点。 点评：从技术导向到需求导向，从概念验证到商业落地，机器人产业正在经历一个关键的拐点，那些能 够找到刚需场景并深耕细作的企业，将在下一轮竞争中胜出。 NO.2 华为即将发布AI推理领域突破性成果 华为将于8月12日在"2025金融AI推理应用落地与发展论坛"上发布AI（人工智能）推理领域的突破性技 术成果。据透露，这项成果或能降低中国AI推理对HBM（高带宽内存）技术的依赖，提升国内AI大模 型推理性能，完善中国AI推理生态。 每经记者｜杨卉 每经编辑｜张海妮 丨 2025年8月11日 星期一 丨 NO.1 北京亦 ...

Industry News - The Beijing Municipal Housing and Urban-Rural Development Commission and the Beijing Housing Provident Fund Management Center jointly issued a notice to further optimize and adjust real estate policies, allowing eligible families to purchase an unlimited number of commercial housing units outside the Fifth Ring Road starting from August 9, 2025 [4] - The China Securities Regulatory Commission (CSRC) will continue to strictly control the entry of IPOs and will not allow large-scale expansion, focusing on nurturing long-term capital and improving the policy system to support long-term investments [6] - At the 2025 World Robot Conference, Wang Xingxing, founder of Yushu Technology, stated that the main focus of intelligent robot technology in the next 2-5 years will be on large models, low-cost hardware, and computing power, with the humanoid robot shipment volume expected to double annually [6] - The Beijing Economic and Technological Development Zone announced a plan to support the development of embodied intelligent robots with ten key measures [6] - The National Immigration Administration reported that the number of foreign entries and exits exceeded 38 million in the first half of the year, a year-on-year increase of 30.2%, with visa-free entries increasing by 53.9% [6] Company News - Haosai announced that the company and its former chairman Dai Baolin have been prosecuted for suspected unit bribery [9] - Shiyun Circuit announced that its shareholder New豪 International plans to reduce its holdings by no more than 3% of the company's shares [9] - *ST Gaohong received a notice from the China Securities Regulatory Commission regarding potential major illegal forced delisting [11] - Industrial Fulian reported a net profit of 12.1 billion yuan in the first half of the year, a year-on-year increase of 39% [11] - Liou Co. announced plans to use no more than 3 billion yuan of its own funds for securities investments [11] - Wan Tong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology, injecting quality chip design business assets [11]

Group 1 - The State Administration for Market Regulation has released the first national standard for medical insurance in China, which will be implemented on January 1, 2026, marking a significant milestone in the standardization of medical insurance [4] - The Henan Provincial Government has introduced policies to support the development of the artificial intelligence industry, including financial subsidies for "little giant" enterprises in the AI sector, with a maximum subsidy of 5 million yuan [4] - The Sichuan Provincial Taxation Bureau has launched a new "immediate refund" service for outbound tax refunds, allowing foreign travelers to choose from multiple airports for customs verification after shopping [4] Group 2 - Huawei is set to unveil breakthrough AI inference technology on August 12, which may reduce reliance on high bandwidth memory (HBM) and enhance domestic AI model inference performance [7] - The latest HBM3E technology can achieve a bandwidth of up to 819GB/s, more than five times that of DDR5, highlighting the increasing demand for memory bandwidth in AI model training [9] - The Beijing Economic and Technological Development Zone has announced ten supportive policies for the development of embodied intelligent robots, aiming to accelerate innovation and capture a leading position in the global robotics industry [11] Group 3 - Black Sesame's controlling shareholder will change to Guangxi State-owned Assets Supervision and Administration Commission following a share acquisition [13] - Tianyang Technology has invested 30.6 million yuan to acquire a 51% stake in Moshuzhijing, making it a subsidiary [14] - Shunguang Technology plans to invest in a project to produce 8 million clean electrical products annually, with a total investment not exceeding 1 billion yuan [15]

【深圳商报讯】（记者詹钰叶）2025世界机器人大会于8月8日至12日在北京举办，本次主题为"让机器 人更智慧，让具身体更智能"。200余家国内外机器人企业的1500余件展品集中亮相，其中参展的人形机 器人整机企业多达50家，创同类展会之最。 超过20家深圳机器人企业携工业作业、商业服务、家庭陪伴相关前沿成果参展。深圳乐聚研发的全球首 款5G-A人形机器人"夸父"在展会现场完成了从户外配送、太极表演、人机互动，到工业搬运、物料分 拣、SMT料盘出库、前台接待、导览讲解等全场景任务演示。深圳优必选的全球首个可自主换电人形 机器人Walker S2、全尺寸通用轮式人形机器人Cruzr S2、"入职"全球最多工厂的工业人形机器人Walker S1等五大人形机器人集体亮相，首次带来突破性的人形机器人群体智能技术。 据悉，世界机器人博览会展览面积首次超5万平方米，宇树科技、银河通用、中信重工等众多优秀机器 人企业携1500余件展品亮相。人形机器人、四足机器人、救援机器人、巡检机器人、协作机器人、导管 塑形机器人、割草机器人、六维传感器、灵巧手、微型行星滚柱丝杠等在内的100余款首发新品亮相。 有50家人形机器人整机企业带 ...

【深圳商报讯】（记者詹钰叶）近年具身智能相关政策频出，创投等资本加速布局相关赛道。A股方 面，关于具身智能"第一股"的争夺战已经开启。业内认为具身模型将是具身智能下半场的竞争焦点。 2025年《政府工作报告》提出"建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G 等未来产业"。这是具身智能首次被写入《政府工作报告》。多地也出台了相关政策。今年3月初，深圳 市科技创新局印发《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）》，重点支 持具身智能机器人核心零部件、仿生灵巧手等关键核心技术攻关。 中信证券计算机行业首席分析师杨泽原指出，具身模型是本轮机器人浪潮的真正驱动力，其市场影响力 仍未得到充分反映。他预计未来几年是具身模型产业化发展的关键期。当前阶段，模型的智能水平仍然 是第一要素，占据场景与优质数据的厂商也有望强化市场地位。模型发展依赖软硬件基础设施，包括算 力芯片、域控制器、操作系统、音视频基础算法等。数据是当前核心竞争要素之一，能够在数据领域发 挥作用的厂商，以及物理AI领域核心厂商有望在具身智能领域占据一席之地。他表示，建议关注数据 供应商或物理AI供应商。 （文 ...

E-commerce Retail - JD.com announced a partnership with IKEA, launching the IKEA flagship store on JD.com with over 6,500 products across 168 categories, enhancing JD's home supply chain ecosystem and online presence for IKEA [1] - Taobao is set to launch a new membership system that integrates resources from Ele.me, Fliggy, and Hema, providing comprehensive services across shopping, food delivery, travel, and more, marking a strategic shift for Alibaba towards a broader consumer platform [2] - JD.com will open five discount supermarkets in Suqian, Jiangsu, and Zhuozhou, Hebei, focusing on direct sourcing and its private label, aiming to penetrate lower-tier markets [3] - Hema plans to open nearly 100 new stores within the fiscal year, expanding its presence to over 500 locations, while optimizing its store layout and operations to meet consumer demand for high-quality fresh products [4] Lifestyle Services - The Guizhou Provincial Market Supervision Administration has conducted talks with travel platforms including Ctrip, Tongcheng, Douyin, Meituan, and Fliggy, emphasizing the need for compliance with laws and regulations to maintain fair market practices [5] - Kuaishou has launched an independent "takeout" entry on its group purchase page, allowing users to order food through third-party mini-programs, which may enhance its position in the local lifestyle service market [6][7] Logistics and Supply Chain - SF Express and Tongcheng Travel have signed a strategic cooperation agreement to explore new logistics and tourism integration models, aiming to provide a comprehensive logistics solution for travel experiences [8] Innovation and Investment - Humanoid robot company Songyan Power has completed a multi-billion A++ round of financing, with plans to increase R&D investment and accelerate commercialization, having received orders for over 2,000 products this year [9] - JD.com led a new A round of financing for embodied intelligence company Pasini, indicating its strategic focus on the embodied intelligence sector [10] - The startup VITADynamic has completed an angel round of financing, which will support its product development and market promotion efforts in the consumer-grade embodied intelligence space [11]

在此前落幕的中国国际供应链促进博览会上，我国湖北省人形机器人产业链专题展区成为展会焦点之 一。湖北省22家企业联合展出了80余件创新产品，其中包括20台整机人形机器人，全方位展示了该省从 核心零部件研发到整机制造、从场景应用到生态构建的完整产业链。 数据显示，2024年我国人形机器人市场规模已达27.6亿元，预计2030年将突破千亿元大关。 业内专家表示，人形机器人作为全球范围内重点发展的新兴产业，正处于技术创新加速与市场规模化扩 张的关键窗口期。 拿下8个全球第一 在中国科学院院士、武汉大学动力与机械学院院长刘胜看来，当今，全球科技创新正以前所未有的速度 重塑产业格局和生态体系。作为芯片与人工智能(AI)、高端制造、新材料等多学科领域交叉融合的集大 成者，人形机器人被誉为制造业皇冠顶端的明珠，是新质生产力的代表，其产业正在迎来爆发式增长， 将对科技进步和产业发展产生革命性影响。"时代所向、大势所趋，人形机器人产业是新质生产力发展 的战略制高点。"中国国际贸易促进委员会湖北省委员会主任胡中海表示，"人形机器人产业既是科技革 命的风向标，也是产业升级的加速器，成为全球创新竞争的焦点领域。" 人形机器人融合了AI ...

Core Insights - The 2025 World Robot Conference held in Beijing showcased over 200 domestic and international robot companies, with more than 1,500 exhibits and over 100 new products launched, emphasizing the integration of robotics into various sectors [2][4][6] Industry Development - China's robot industry revenue grew by 27.8% year-on-year in the first half of the year, with industrial robots and service robots seeing production increases of 35.6% and 25.5% respectively, maintaining its position as the world's largest industrial robot market [6][10] - The country is projected to have a robot patent application volume accounting for two-thirds of the global total by 2024, indicating a strong focus on innovation and technology development in the robotics sector [4][5] Technological Innovation - The Beijing Humanoid Robot Innovation Center introduced several innovative technologies, including a multi-modal large model and an autonomous navigation system for humanoid robots, supporting the large-scale application of embodied intelligence [4][11] - Advanced humanoid robots are now capable of complex movements and tasks, with improvements in AI control algorithms leading to enhanced stability and responsiveness [5][11] Application Scenarios - Industrial robots are now applied across 71 major sectors of the national economy, with a significant increase in the density of robots in China's manufacturing industry, ranking third globally [11][12] - The conference highlighted diverse applications of robots in various fields, including industrial automation, scientific research, and service industries, showcasing their potential to transform traditional practices [9][10] Ecosystem Development - Beijing is establishing a comprehensive ecosystem for the robotics industry, with over 300 companies in the region and initiatives to support innovation and collaboration among various stakeholders [7][12] - The city plans to launch a social experiment program for embodied intelligence, creating a data pool for training models and enhancing the capabilities of humanoid robots [12][13]

Core Insights - The 2025 World Robot Conference held in Beijing showcased over 1,500 exhibits and more than 100 new products, emphasizing the integration of robotics into various sectors and the rapid advancement of intelligent industries [1][4]. Industry Development - The robot industry in China experienced a revenue growth of 27.8% year-on-year in the first half of the year, with industrial robots and service robots seeing production increases of 35.6% and 25.5%, respectively [4]. - China has become the world's largest producer of robots, with a projected sales volume of 302,000 industrial robots in 2024 [5][4]. Technological Innovation - China accounted for two-thirds of global robot patent applications in 2024, indicating a strong focus on innovation in core technologies such as humanoid robots and intelligent collaborative control [2][3]. - The development of humanoid robots has advanced significantly, with capabilities such as millisecond-level response times and enhanced stability and flexibility [3]. Application Scenarios - Industrial robots are now applied across 71 major sectors of the national economy, with a notable presence in manufacturing, logistics, and service industries [10]. - Companies like JD.com are pushing for the integration of intelligent robots into over one million terminal scenarios, aiming to boost sales for 100 robot brands to over 1 billion yuan [8]. Ecosystem and Policy Support - Beijing has established a robust ecosystem for robotics, housing over 300 robot enterprises and implementing action plans to support innovation and application in the sector [6][12]. - The city plans to launch a comprehensive training ground for embodied intelligence, facilitating data collection and model training for the robotics industry [11].

"客户只在乎解决办法，不在乎这是不是人形机器人，是否能移动，能否和人类协作，甚至都不在乎这 是不是个机器人，他们需要的只是一个好用、高效、精准且低成本的工具。"美国自动化促进协会主席 杰夫.伯恩斯坦在2025世界机器人大会论坛上表示。 ● 本报记者王婧涵 2025年上半年，我国工业机器人产量达37万套，同比增长35.6%，应用范围覆盖国民经济71个大类、 241个中类。在人形机器人先进技术的光环背后，工业机器人以务实的特质在市场上抢得了自己的生态 位。 重视实际应用 "虽然人形机器人能完成一些搬运、抓取的任务，但并不具备更泛化的能力，电池的续航能力也有限， 因此企业现在更青睐技术成熟、不需要人工智能的工业机器人或自动化设备，"百川智能共享工厂总经 理赵辉向记者表示，"这些设备只需要根据程序完成固定动作，同样能提升生产效率，目前在各行业生 产中应用更加广泛。" 当前，在如何让具身智能更智慧的议题上，从业者对VLA(视觉-语言-动作模型)、端到端大模型、仿真 数据训练等多条技术路线各执一词。但在工业机器人领域，对实用性和高性价比的一致追求体现了一个 技术更成熟的行业在面对市场竞争时的态度。 ABB机器人销售与商务 ...