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国泰海通:世界机器人大会在北京举行 长期重点关注产业链上具确定性公司
智通财经网· 2025-08-11 07:47
多家本体厂商开始发布机器人产品售价,从几万元到百万元的各个价格段均有分布 风险提示:产业发展进程不及预期;国内政策落地不及预期;技术路线变更风险 8月8日上午,2025世界机器人大会在北京亦庄开幕,本次大会以"让机器人更智慧,让具身体更智能"为 主题,由中国电子学会、世界机器人合作组织共同主办,28家国际机构支持,同期举办2025世界机器人 博览会、2025世界机器人大赛。 本次博览会的参展企业规模和产品质量显著提升 本次大会有200余家国内外优秀机器人企业的1500余件展品,其中首发新品100余款。50家人形机器人整 机企业将带来最新展品及行业解决方案,人形机器人整机企业参展数量创同类展会之最。相比往年,今 年的展馆里不仅有各式的人形机器人、机器狗等展演"花活",也能看到更多渠道商、产业链企业和地方 创新中心同台亮相。 本次展览多家本体厂商开始标注产品售价,价格区间跨度较大,从几万元到百万元不等,该行认为这某 种程度上是行业成熟化的体现,以及企业对自身产品竞争力的自信,也是在价格竞争加剧下的主动迎 战。从展会现场的价格标签可以看出,机器人产品价格,按照工业>商用>科研改装的顺序,表现出明 显的梯度下降,比如 ...
见证历史!优必选,拿下机器人大单!
中国基金报· 2025-07-20 11:11
Core Viewpoint - The article highlights that Shenzhen Youbixun Technology Co., Ltd. (Youbixun) has won a procurement project with a contract amount of 90.5115 million yuan, marking a record high for a single bid in the humanoid robot sector, indicating accelerated commercialization in the industry [2][6][13]. Group 1: Procurement Details - On July 18, Youbixun was awarded a procurement project for robot equipment with a total contract value of 90.5115 million yuan [2][6]. - This project represents the largest single bid amount for Youbixun to date, contributing to a cumulative total of 246.21 million yuan from 74 successful bids [8][12]. - The previous highest bid amount for Youbixun was 72.995 million yuan, with most other bids being under 1 million yuan [8]. Group 2: Industry Trends - The humanoid robot sector is witnessing a trend of increasing bid amounts, with a recent joint bid by Zhiyuan Robotics and Yushu Technology totaling 124 million yuan for a procurement project [4][14]. - The procurement projects are increasingly being awarded to commercial enterprises, moving beyond just educational and research institutions [10][14]. - Youbixun plans to deliver 500 units of its industrial humanoid robot, Walker S2, by 2025, further indicating the company's commitment to advancing the humanoid robot industry [12][13]. Group 3: Company Background - Youbixun has been involved in 74 bidding activities, with 25 different buyers primarily from educational and research sectors [10][11]. - The company was listed on the Hong Kong Stock Exchange on December 29, 2023, distinguishing it from other competitors still seeking to go public [17]. - As of July 18, Youbixun's stock price was 85.75 HKD per share, with a total market capitalization of 37.88 billion HKD [18].