机器人：WAIC 会议有哪些亮点？20250728 摘要 WESC 会议人形机器人应用显著进步，聚焦商超、咖啡厅、物流等落地 场景，展示与物体交互及人机互动功能，表明人形机器人在实际生活中 的应用潜力逐步释放。 支援机器人创新应用包括包裹分拣和工业搬运，季旺依托启源大模型灵 活调整抓取姿态，a two w 系统快速识别并堆叠歪斜箱体，D One Troll 通过 VRA 模型实现视觉判别和决策指导。 银河通用与富力业智能展示康复医疗领域人形机器人应用，GRX 系列融 合多模态感知、大模型和精准运控，提供导诊咨询、认知康复训练等一 体化服务，医疗健康领域应用值得期待。 晴朗智能展示特定场景服务能力，如倒咖啡、雪碧等饮料操作，可复刻 到餐厅或酒店吧台，演示精准抓取传送带移动物体并分类技术，具有广 泛应用潜力。 富迪叶智能集中展示零售、工业物流和城市服务等多元化应用场景，商 超环境机器人选物递送时间缩短至约 35 秒，技术进化迅速。 Q&A 今年的 WESC 会议有哪些亮点？整体热度如何？ 今年的 WESC 会议热度相当高，门票在上周二晚上几乎售罄，现场人流量也非 常大。这次会议吸引了大量公众关注，对人形机器人板块 ...

摩根士丹利日前发布的最新报告认为，下游应用落地和技术突破是推动人形机器人板块市场情绪的两大 核心驱动力。该机构预计，2025年下半年中国极有可能出现一轮应用推广潮，这将显著提振市场情绪。 同时，一系列潜在的技术突破事件也值得关注。 ...

7月21日，中国人民银行授权全国银行间同业拆借中心公布新一期贷款市场报价利率（LPR），1年期为 3.0%，5年期以上为3.5%，均与上期持平。业内专家表示，本月LPR维持不变符合市场预期。在大力提 振内需等因素下，后续LPR仍有下行空间。 ·6月企业与居民存款现活期化苗头央行料持续完善市场化利率形成传导机制 新华财经北京7月22日电四大证券报内容精华摘要如下： 中国证券报 ·LPR"按兵不动" 后续仍有下行空间 最新发布的金融数据中，6月企业与居民存款出现活期化的积极变化。与此同时，金融管理部门近期多 次提及"把握好支持实体经济与保持银行体系自身健康性的关系"。业内人士认为，降低负债成本有助于 提高商业银行服务实体经济可持续性，为降低社会综合融资成本创造有利条件。 ·二季度斥资超2000亿元中央汇金大手笔增持宽基ETF 今年二季度，中央汇金充分发挥类"平准基金"作用。据不完全统计，沪深300ETF、上证50ETF、中证 500ETF、中证1000ETF等10只龙头产品均被其大举增持，按照区间成交价格估算，二季度中央汇金增 持超2000亿元。4月7日至4月8日，上述10只龙头宽基ETF合计净流入超1400亿元 ...

Summary of the Conference Call on the Domestic Humanoid Robot Industry Industry Overview - The domestic humanoid robot industry is accelerating deployment, with significant investments in companies like Zhiyuan and Yushui totaling 124 million yuan, indicating a growing market demand for humanoid robot applications [1][2] - The humanoid robot supply chain is steadily advancing, with over 80 domestic companies, primarily startups from universities, focusing on application scenarios such as logistics, household chores, inspection, and textiles [1][3][4] Key Developments - Zhiyuan and Yushui won a procurement project for humanoid and biped robots from China Mobile Hangzhou, with a total contract value of 124 million yuan, highlighting the rapid deployment of robots in the domestic market [2] - Tiangong Walker's standard version is priced at approximately 300,000 yuan, with expected production and orders exceeding 1,000 units in 2025 [2] Application Scenarios - The application of humanoid robots in inspection, logistics, and textiles is promising, with robots capable of replacing human labor in high-risk tasks such as high-altitude inspections, thereby improving safety [3][10][11] - In the logistics sector, humanoid robots are expected to collaborate with unmanned logistics vehicles to achieve automation in factories, enhancing efficiency and reducing human error [12][14] Company Highlights - UBTECH showcased the Walker S Two, featuring a replaceable battery and has begun small-scale industrial orders, indicating high market acceptance [5] - Yushui demonstrated advanced motion control capabilities, including climbing and dancing, with its products achieving world-leading standards [6] - Zhiyuan introduced multiple commercial products and is actively collecting data to iterate on technology, planning to gather 500,000 data points weekly for comprehensive deployment [7] Competitive Landscape - Domestic companies are making significant progress in VRA and VLA model development, establishing a data commonality layer and collaborating with partners to build resource platforms [8] - The domestic humanoid robot supply chain is outperforming international competitors in terms of application depth and capital expenditure, with a focus on practical applications [9] Future Prospects - The future of humanoid robots in the textile industry is promising, as they can replace manual operations in labor-intensive tasks, with advancements in technology allowing for better handling of flexible materials [16] - The overall market for humanoid robots is expected to grow, with increasing applications in various sectors, including logistics and inspection, as companies continue to innovate and improve their products [10][17]