北京商报讯（记者 魏蔚）在8月15日举行的世界人形机器人400米决赛中，高羿科技携宇树H1人形机器 人获得冠军，成绩1:28.03，来自北京人形机器人创新中心有限公司的天卓和天骄队分获第二、三名。 值得注意的是，天卓、天骄队机器人选手全程采用全自主导航形式完赛，无需人为遥控。 ...

8月15日，A股大盘迎来普涨，其中，机器人板块涨幅靠前。均普智能（688306.SH）、金田股份（601609.SH）、龙溪股份（600592.SH）、东阳光 （600673.SH）、卧龙电驱（600580.SH）等板块成分股实现涨停。 消息面上，8月14日，全球瞩目的2025世界人形机器人运动会在北京国家速滑馆"冰丝带"开幕。作为全球首个以人形机器人为核心的国际级体育赛事，本届 运动会不仅是科技与体育的完美融合，更标志着人工智能产业迈向规模化、竞技化发展的新阶段。 赛事展现技术成果 本届运动会共26个赛项，487场比赛，有来自全球16个国家的280支参赛队伍。比赛安排在8月15日至17 日，共3天时间。每天上、下午两个竞赛单元，每个 单元3个小时左右。每个竞赛单元设置2至3次颁奖仪式。 目前，赛事仍处于进行当中，而个别机器人已获得比赛成果。 其中，在1500米田径决赛第1组比赛中，宇树科技以 7分05秒28 跑完全程，取得第一名。剩下参加选手为天卓、数字山海、rera一队。 根据赛事日程安排，接下来还有机器人百米飞人大战、全球范围内首个机器人5V5足球赛、原地跳高、自由体操等。此外，还有工厂物料搬运、酒店清 ...

编者按：近日，长三角41市半年报陆续出炉。作为占全国近1/4经济总量的区域，长三角一直是中国经 济的风向标，每半年21世纪经济报道都会对区域内41市进行全面梳理和观察，以期寻找长三角经济持续 增长的秘诀，助力新质生产力活力不断涌现。 本篇是长三角41市半年瞰的第二篇： 21世纪经济报道记者 邓浩 刚刚过去的半年经济报，长三角三省一市保持了极强的韧性。 全国而言，上半年GDP同比增长5.3%。上海GDP同比增幅稍弱，为5.10%，江苏、浙江、安徽都高于全 国水平，分别为5.70%、5.80%、5.60%。 从具体的经济运行情况来看，长三角三省一市表现亮眼，比如进出口稳中有增，出口更是几乎都保持两 位数增长。汽车制造业也保持迅猛增势，其中安徽汽车制造业规上工业增加值同比高达19.90%。不过 从上半年固定资产投资来看，长三角41市中，增速为负的城市占了一半左右，地产低迷构成主因。 进出口同比稳定增长 值得一提的是，与出口高增相对，长三角多地上半年固定资产投资降幅较大。 据记者统计，长三角41市中，固定资产投资增速为负的城市占了一半左右，且集中在江苏和安徽，以安 徽为例，其中宿州、淮北、滁州增速都跌破10%。省会城 ...

Core Viewpoint - The article highlights the success of the H1 robot from Shanghai Gaoyi Technology Co., Ltd., which won the 400-meter event at the 2025 World Humanoid Robot Games, indicating the company's strong position in the robotics industry [1][3]. Company Summary - Shanghai Gaoyi Technology Co., Ltd. is fully owned by Hangzhou Yushu Technology Co., Ltd. [1][3]. - The founder of Yushu Technology, Wang Xingxing, mentioned plans for the company's branches to have specific roles and the intention to attract top talent from Shanghai [1][3].

Market Overview - A-shares have seen a significant increase in trading volume, with the turnover exceeding 20 trillion for two consecutive days, a phenomenon that has only occurred seven times in history, indicating a highly active market sentiment [2][10] - The Shanghai Composite Index rose by 0.83%, while the ChiNext Index increased by 2.61%, reflecting a broad-based rally across most sectors except for banks [2] Sector Performance - Various sectors experienced strong gains, with PEEK materials up by 5.27%, other power equipment by 4.90%, and newly listed tech stocks by 4.65% [3] - The financial technology sector saw significant movements, with stocks like Zhongan Technology and Tonghuashun rising over 16% and 4% respectively, leading to a strong performance in the brokerage sector [6][10] Investment Opportunities - The current market conditions suggest that growth styles, particularly in sectors like brokerage and technology, are likely to continue outperforming [11] - The human-shaped robot sector is gaining attention, with significant events and competitions highlighting its potential, indicating a strong interest from both the industrial and capital markets [12][16] Human-Robot Industry Insights - The first comprehensive sports event for humanoid robots will take place in August 2025, showcasing their capabilities in various scenarios, which is expected to further stimulate interest and investment in this sector [13][15] - Morgan Stanley predicts that by 2050, over 1 billion humanoid robots could be in use globally, with China expected to lead in adoption [16] Investment Strategy - Investors are advised to focus on the development pace and valuation levels of the humanoid robot sector, as it is currently in a critical growth phase [17][24] - The humanoid robot ETF has seen significant inflows, with a year-to-date increase of 310.66%, indicating strong market interest and potential for further growth [26][28] Market Trends - The humanoid robot industry is at a pivotal moment, with technological advancements and commercialization efforts converging, suggesting a potential for rapid growth similar to past tech booms [30][32] - The industry is transitioning from technology validation to small-scale pilot projects, with expectations of moving into mass production and widespread application soon [30][31]

格隆汇8月15日丨博科测试(301598.SZ)在互动平台表示，目前我们还未涉足人形机器人检测领域。 ...

编辑 王远征 8月15日，2025世界人形机器人运动会的足球赛场上，红方5号球员全摸不着头脑，各种糗态接连上演，让人忍俊不禁。 记者 李木易 视频报道 0:00 ...

我们看好激光雷达行业的发展，短期内行业主要受益于"智驾平权"趋势和成本大幅下降，我们预计2025 年全球车载激光雷达搭载量约320 万台，同比翻倍。 中长期维度，重点关注L3 及以上自动驾驶落地、人形机器人激光雷达增量。 行业马太效应显著，行业格局发生明显变动的可能性较小。我们首次覆盖禾赛科技（HSAI US/目标价 27.52 美元）和速腾聚创（2498 HK/目标价41.89 港元），给予买入评级，其重点产品有望承载2025 年 智驾平权趋势下的行业增量，规模效应下盈利情况边际向上。 短期：智驾平权逐步落地，行业确定性强。随着成本大幅下降，激光雷达进入千元时代，推动向15 万 元（人民币，下同）以下车型加速渗透。2025年初以来，多家车企（包括比亚迪的天神之眼、长安汽车 的"北斗天枢 2.0"计划）加速推动智驾落地。根据高工智能汽车研究院数据，2025 上半年中国内地乘用 车激光雷达前装搭载交付104.4 万台，同比增长83.14%，继续保持高增速。2025 年1 季度，禾赛ADAS 产品交付量为146,087 台，同比+178.5%。受益于智驾下沉，激光雷达行业正步入业绩兑现期。 未来需要关注什么？未来 ...

8月15日，2025世界人形机器人运动会400米项目结束。第一名宇树机器人的本体H1来自于上海高羿科 技有限公司。天眼查数据显示，上海高羿科技有限公司由杭州宇树科技有限公司100%控股。宇树科技 创始人王兴兴在接受记者采访时表示：未来宇树各地的分公司将会有所分工，宇树将会继续招揽上海的 优秀人才。（第一财经） ...

Core Viewpoint - The article highlights the advancements in humanoid robotics showcased at the World Humanoid Robot Sports Championship, particularly focusing on the performance of the Yushun Technology's H1 robot, which won the 1500-meter race, demonstrating significant improvements in speed and control [3][10]. Group 1: Competition Performance - Yushun Technology's H1 robot achieved an average speed of approximately 3.8 meters per second in the 1500-meter race, with a maximum potential speed of 5 meters per second [3]. - The competition revealed the need for higher precision in robot operation, as evidenced by an incident where the H1 robot collided with a human operator during the race [6][11]. - The Tianjiao robot, which did not use a remote control, showcased advancements in autonomous navigation through upgraded algorithms, indicating a shift towards more sophisticated robotic capabilities [5][6]. Group 2: Technical Challenges - The 1500-meter race tested the stability and heat resistance of the robots, with battery performance being a significant challenge [11]. - The competition served as a technical training ground for robots, emphasizing the importance of hardware stability and motion control programs for both long-distance and short-distance events [12]. - Future competitions will include various events such as 400 meters and 100 meters, which will further challenge the robots' speed and explosive power [12]. Group 3: Industry Insights - The humanoid robotics industry is still in its early stages, and the challenges faced during the competition highlight the need for patience and continued development within the sector [8]. - The advancements in robotics, particularly in running algorithms and hardware design, indicate a promising future for humanoid robots in various applications, including industrial settings [8][11].