文/杨剑勇 值得一提的是，中国具身智能机器人迎来爆发式发展阶段。IDC预测，2025年中国具身智能机器人用户支出规模预计超过14亿美元，到2030年将飙升至 770亿美元，年均复合增长率高达94%。 优必选作为炙手可热的人形机器人厂商，其技术突破与商业化进展始终备受市场关注。近日，拟超16亿收购锋龙股份，引起市场强烈反响，锋龙股份随即 收获两连板涨停。 作为一家制造型企业，锋龙股份凭借成熟的供应链体系与精密加工能力，优必选以"协议转让+要约收购"的组合方式收购43%股份，总价16.65亿元。由 此，成功搭上人形机器人产业快车，引发价值重估。 锋龙股份是一家深耕园林机械及发动机、液压控制系统及汽车零部件的制造企业，2025年前三季度营收3.73亿元，同比增长9.47%；净利润为2152万元， 同比增长1715%。盈利大幅上涨，主要原因系园林机械板块和汽车零部件板块收入上涨。 作为一家传统的制造业公司，拥有扎实的精密制造能力、成熟的供应链体系，此次战略收购后，是优必选完善产业链布局、强化核心竞争力的重要举措。 未来，优必选还将依托自身在人形机器人领域的技术优势与商业化经验，结合锋龙股份的制造与供应链能力，深化产业 ...

中国协作机器人行业调研简报 | 2025/08 www.leadleo.com 报告标签：协作机器人、机器人 2025年8月 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 头豹调研简报 | 2025/07 无人物流行业 Q1：协作机器人分类体系和其应用场景是什么？ ◼ 协作机器人的定义与分类 协作机器人是被设计为可与人类在同一空间直接交互、协同作业的机器人，具备内置安全功能、轻量化设计和易编程性，符 合ISO/TS 15066等国际安全标准。其分类可以分别按照结构形态，关节轴数和负载能力区分。目前业内也有四轴类"协作机器 人"，但其形态设计、硬件构成和应用场景均与主流协作 ...

Group 1 - JD Logistics has launched its first overseas automated warehouse in the UK, covering over 3,000 square meters and deploying nearly 200 robots, achieving a fourfold increase in picking and shipping efficiency [1] - Counterpoint Research forecasts global generative AI consumer spending to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21%, particularly in AI dialogue platforms [2] - The Jiangsu Province held a meeting to promote the embodied intelligent robotics industry, emphasizing a long-term and systematic approach to develop the industry, including establishing industry alliances and public platforms [15] Group 2 - The new CEO of Oriental Selection, Sun Jin, has been appointed, which may pave the way for the company's expansion into the cultural tourism sector [17] - The National Grid is expected to exceed 650 billion yuan in fixed asset investment in 2025, marking a historical high, with a total investment of over 2.85 trillion yuan planned during the 14th Five-Year Plan [20] - The rental price for some robots has halved, with basic models now available for as low as 200 yuan per day, reflecting significant changes in the rental market due to supply and demand dynamics [21]

Group 1 - The robot rental market is experiencing explosive growth due to the increase in year-end events and performances, but rental prices are returning to rational levels, with daily rental fees dropping from over 10,000 yuan to hundreds or thousands of yuan [2] - Basic embodied intelligent robots can now be rented for as low as 200 yuan per day, while advanced interactive robots range from 2,000 to 5,000 yuan per day [2] - The rental business is booming, with some platforms reporting bookings extending into February, and prices fluctuating daily [2] Group 2 - The first open robot rental platform, "Qingtian Rental," was launched, aiming to connect over 10 manufacturers, 200 service rental companies, and 300,000 rental customers by 2026 [3] - The platform currently covers 50 core cities in China and plans to expand to over 200 cities by 2026, creating an open robot rental ecosystem [3] - Popular humanoid robots on the platform are available for daily rentals starting from 1,499 yuan, with promotional offers reducing prices to as low as 699 yuan [3] Group 3 - The robot rental market has surpassed 1 billion yuan, with expectations to reach no less than 10 billion yuan next year [10] - Sales of embodied intelligent robots have surged, with transaction volumes increasing by 757% year-on-year during October and November [10] - Despite growth, consumer-grade humanoid robots still face challenges in performing complex tasks and natural emotional interactions, indicating ongoing technological upgrades [10]

Core Insights - A strategic cooperation agreement has been signed among three companies: Lingyi Robot, Haohai Starry Sky, and Zhejiang Xiantong, focusing on the industrialization of embodied intelligent robots [1] Group 1: Strategic Cooperation - The collaboration will focus on four core areas: centralized procurement agency, manufacturing, scenario innovation, and standard formulation [1] - The partnership aims to accelerate the industrialization of embodied intelligent robots and build a comprehensive industrial ecosystem covering research and development, production, and application [1] Group 2: Procurement and Supply Chain - Haohai Starry Sky and Zhejiang Xiantong will prioritize purchasing components, modules, and production processing services from Lingyi Robot for their intelligent robot mass production and new product prototypes [1] - Lingyi Robot commits to prioritizing capacity coordination to meet the demands of Haohai Starry Sky and Zhejiang Xiantong [1]

Group 1 - JD Logistics has officially launched its first overseas automated warehouse, the "Smart Wolf Warehouse," in the UK, covering over 3,000 square meters and deploying nearly 200 robots, achieving a fourfold increase in picking and outbound efficiency [2] - Counterpoint Research forecasts that global spending on generative AI will grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21%, particularly highlighting the rapid growth of AI dialogue platforms [3] - The Jiangsu Province held a meeting to promote the embodied intelligent robotics industry, emphasizing a long-term and systematic approach to establish a nurturing mechanism for the industry, including planning, cultivating leading enterprises, and creating functional parks [5][6] Group 2 - The rental market for robots has seen significant price reductions, with daily rental rates for basic embodied intelligent robots dropping to around 200 yuan, while more advanced models range from 2,000 to 5,000 yuan [11] - The State Grid of China is expected to exceed 650 billion yuan in fixed asset investment in 2025, marking a historical high, with a projected total investment of over 2.85 trillion yuan during the 14th Five-Year Plan period [10] - The South Korean central bank has indicated the possibility of further interest rate cuts in 2026, while remaining vigilant about risks associated with a weak currency and rising housing prices [13]

Group 1 - The recent meeting in Linping gathered over 90 representatives from the chain transmission industry to discuss the development of industry standards, which is crucial for high-quality growth in the sector [1] - Nine national and industry standards related to chain transmission were reviewed, covering key technical areas such as escalator chain, stainless steel chains, plate chains, and fatigue and wear testing methods [1] - The implementation of these standards will provide solid technical support for the high-quality development of the chain transmission industry and enhance the overall competitiveness of the industry [1] Group 2 - The Hangzhou Market Supervision Bureau emphasized the importance of advancing the "296X" advanced manufacturing cluster, focusing on artificial intelligence and visual intelligence, as well as other key industries [2] - Linping will continue to improve its standard system and encourage enterprises to participate in the formulation of international, national, and industry standards, thereby enhancing their influence in the industry [2]

证券时报记者 孙璐璐 贺觉渊 深圳，中国改革开放的窗口，正在引领新兴产业与未来产业巨变。中央经济工作会议提出，要创新科技金融服 务。在这里，一场金融破局赋能科技创新的新探索再次跑出"深圳速度"。 证券时报记者近日走访深圳了解到，在政府搭台支持、金融机构深挖数据价值合力下，从种子萌芽的无资质科创 企业到发展腾飞的国家级专精特新企业，"投贷保担"等各类金融资源充分发挥各自优势，加强联动支持，不断更 新完善科技金融生态。 银行企业共享发展成果 助企加速腾飞 截至2025年10月末，深圳科技贷款余额2.2万亿元，居全国各城市前列。超2万亿元贷款的背后，既有庞大实体产业 支撑，也离不开金融业不断探索科技金融的创新实践。 高成长期科技型企业资金需求较大，但企业往往希望在不稀释股权的情况下，能够获得更高金额、更长期限的信 贷资金支持。但对银行而言，在传统信贷模式下难以实现风险收益平衡。 为解决企业与银行之间的"痛点"，中国人民银行深圳市分行指导辖内银行推出"腾飞贷"业务模式并持续迭代升级。 从1.0版的"贷款利率挂钩企业经营成果"，到2.0版的"贷款+未来长期金融服务"，再到2024年底推出的3.0版"贷款 +分享企业超额 ...

其中，文冲电竞小镇产业核心建设文冲游戏谷、中国软件CBD等园区，多元化产业载体供应充足。文 冲电竞小镇将通过"筑巢引凤"构建完整电竞产业生态圈，依托广州国际游戏会展中心、游戏电竞主题消 费街区等载体深化游戏电竞与文商体旅融合发展。同时，深化游戏电竞与人工智能、具身智能机器人等 前沿科技融合，补强电竞赛事、衍生消费与科技应用环节，打造广州市游戏电竞产业重要增长极。 鱼珠游戏小镇产业核心打造数字游戏文化创意中心，加强游戏研发、发行、运营等环节集聚。鱼珠数游 企业聚集片区聚焦游戏研发策划、游戏软件开发，仅保利鱼珠港园区便已入驻28家游戏研发和运营推广 公司。游戏发行运营服务片区聚焦游戏发行、游戏运营、技术服务，其中广州国际港航中心产业园已有 12家游戏研发、技术支撑和代理公司。(完) （文章来源：中国新闻网） 据介绍，"大湾区游戏谷"坐拥黄埔产业高速发展的科创资源和高层次人才集聚的人力资源，承载海丝文 脉、黄埔军校等深厚文化底蕴，形成"两核、三轴、多片"的空间布局，旨在构建一个集游戏研发、赛事 举办、内容制作、IP孵化、人才培养及场景应用等于一体的全产业链生态。 据了解，"大湾区游戏谷"划定鱼珠片区及科学城部分片区 ...

随着具身智能机器人热度飙升，作为其实现精细操作的核心部件——灵巧手的商业化落地情况备受关 注。在具身智能机器人产业高速发展的背景下，灵巧手市场增长动力强劲，产业前景被广泛看好。 近期，多家上市公司加码布局灵巧手赛道。 战略合作成为企业快速切入赛道的重要方式。例如，12月23日，宁波华翔电子股份有限公司发布公告 称，公司子公司宁波华翔启源科技有限公司与深圳市大寰机器人科技有限公司共同签订了《战略合作协 议》，双方拟在通用人形机器人灵巧手的研发、制造和销售等领域加强合作。 凯龙高科董事长臧志成表示："灵巧手智能检测设备的推出，填补了行业全维度操作力检测的空白，将 为灵巧手研发企业、应用端企业提供高效、精准的性能验证工具，缩短产品研发周期、降低验证成 本。" 上市公司密集布局背后，是灵巧手产业广阔的发展前景。 中国电子商务专家服务中心副主任郭涛向《证券日报》记者表示，当前企业以医疗、工业等场景需求为 业务规划锚点，反向驱动技术精准迭代，形成了"需求牵引—技术攻坚—产能释放"的产业闭环。一方 面，产能规模化扩张可有效降低边际成本，为商业化落地提供价格支撑；另一方面，微型驱动、柔性传 感等关键技术瓶颈的突破，能进一步提 ...