编辑：董博涵 新华社音视频部制作 2025年，机器人不再只是实验室里的精密仪器，而是冲出围栏真正"跑"了起来。每一次技术的突破，每 一个场景的落地，都是机器人产业向前迈出的坚实一步。一起回顾2025机器人产业发展的历史时刻。 综合新华社记者报道 ...

综合新华社记者报道 编辑：董博涵 新华社音视频部制作 0:00 2025年，机器人不再只是实验室里的精密仪器，而是冲出围栏真正"跑"了起来。每一次技术的突破，每 一个场景的落地，都是机器人产业向前迈出的坚实一步。一起回顾2025机器人产业发展的历史时刻。 ...

动辄数十亿的资本联姻，参与者身份不尽相同。有的已是港股上市公司，有的没上市企业并未注入资产 和重组计划。有的是人形机器人，有的是四足机器人、特种机器人，并购对象更是涉及环保材料、园林 机械、能源运输、物流仓储等千行百业。 12月24日，优必选宣布收购A股上市公司园林机械制造商锋龙股份的43%股权，豪掷16.65亿元拿下后者 控股权。在此之前数月时间，进行了类似操作的还有智元机器人收购上纬新材、七腾机器人收购胜通能 源…… 算上反向操作的东杰智能收购遨博智能，以及明确IPO进展的宇树科技、云深处科技、乐聚机器人等， 机器人在资本市场的火爆持续到岁末年初。 从内测产品找风投，到秀舞蹈打比赛，再逐渐成为公开市场的香饽饽，以人形机器人破圈为标志的机器 人全链条迎来订单和财富的爆发期。 虽说上市只是又一个阶段的新起点，但能接受大众层级的检验，意味着机器人竞争告别了草根、草莽时 代。市场上有头部领跑者，有当红炸子鸡，有资本领域的长袖善舞，也有大厂明争暗斗和合纵连横—— 新进入者并非没有机会，竞争压力却远超过往。 近期还有市场传闻称，多家人形机器人企业正展开竞逐，不惜重金要拿下总台马年春晚亮相机会。一年 前略显笨拙的"春晚 ...

从春晚，到全球首个人形机器人半程马拉松赛再到2025世界机器人大会、2025世界人形机器人运动会，今年以来，机器人产业发展可以说收获了大量的关 注。 从这些大赛、大会，我们得以见到机器人产业发展至今的成果，感觉好像机器人怎么突然发展得这么快了？其实在这里面，我们国家没少在里面"出招"。 21世纪经济报道记者冉黎黎 北京报道 2025年最受关注的产业是什么？不论大家的脑海里冒出了多少个答案，机器人或许在列。 "十四五"时期，《"十四五"机器人产业发展规划》《"机器人+"应用行动实施方案》《工业机器人行业规范条件（2024版）》等一系列政策接连出台。政策 做了这么多，那除了肉眼可见的机器人已经能跑能跳之外，机器人这个产业到底发展得怎么样了？ ...

虽说上市只是又一个阶段的新起点，但能接受大众层级的检验，意味着机器人竞争告别了草根、草莽时 代。市场上有头部领跑者，有当红炸子鸡，有资本领域的长袖善舞，也有大厂明争暗斗和合纵连横—— 新进入者并非没有机会，竞争压力却远超过往。 12月24日，优必选宣布收购A股上市公司园林机械制造商锋龙股份的43%股权，豪掷16.65亿元拿下后者 控股权。在此之前数月时间，进行了类似操作的还有智元机器人收购上纬新材、七腾机器人收购胜通能 源…… 算上反向操作的东杰智能收购遨博智能，以及明确IPO进展的宇树科技、云深处科技、乐聚机器人等， 机器人在资本市场的火爆持续到岁末年初。 从内测产品找风投，到秀舞蹈打比赛，再逐渐成为公开市场的香饽饽，以人形机器人破圈为标志的机器 人全链条迎来订单和财富的爆发期。 北京商报评论员 张绪旺 动辄数十亿的资本联姻，参与者身份不尽相同。有的已是港股上市公司，有的没上市企业并未注入资产 和重组计划。有的是人形机器人，有的是四足机器人、特种机器人，并购对象更是涉及环保材料、园林 机械、能源运输、物流仓储等千行百业。 近期还有市场传闻称，多家人形机器人企业正展开竞逐，不惜重金要拿下总台马年春晚亮相机会。 ...

在模拟的超高压输电线路上方，一台地线除冰机器人正在演示覆冰导线上作业，启动除冰程序。 康复养老机器人：技术温度赋能民生需求 除了是守护人类的"智能哨兵"，如今，一些机器人正逐渐成为养老领域的好帮手。 央视网消息：从年初总台春晚舞台上，机器人挥舞手绢登场，到年末，它们能跑跳腾跃、躬身做家务、驰骋在工厂流水线，这一年，机器人产业可以说是快 速发展。9日，2025年智能机器人大赛决赛在北京落下帷幕。现场有哪些新产品新应用？一起去看看。 应急机器人：守护人类的"智能哨兵" 在模拟排爆任务的决赛现场，记者看到，一台机器人突然发生侧翻。正当众人捏紧拳头时，它并没有停止工作，而是缓缓伸出机械臂，如乌龟撑地般稳稳翻 转身体，迅速恢复作业姿态。 类似这样的机器人现场还有很多，它们能够在"人不能近、人不能及"的极端场景中独立发挥作用。在高空运维展示区，一台机器人正牢牢吸附在巨大的弧形 风电塔筒模型上，进行高精度喷涂作业。这模拟的正是风力发电机维护中最高危的环节之一。 如今，康复养老机器人正加速从实验室走向家庭和社区。今年前三季度，服务机器人产量1350万套，已超过2024年全年产量。专家预计，随着技术成熟与产 品成本下降，未来五 ...

Core Insights - The article discusses a significant investment opportunity in the robotics sector, particularly focusing on Skild AI, which is in talks for a funding round exceeding $1 billion, potentially raising its valuation to $14 billion, nearly double its previous valuation of $4.7 billion during its last funding round [1][3][6]. Investment and Valuation - Skild AI, founded in 2023, aims to develop a universal software "brain" for robots, overcoming deployment barriers in various environments [7]. - The company raised $500 million in its B round of funding in June 2023, with SoftBank leading the investment [3][6]. - If the new funding round is successful, Skild AI's valuation will increase significantly, reflecting investor interest in humanoid robotics as AI advancements enable more complex tasks [3][6]. Government Support and Industry Trends - The U.S. government, under the Trump administration, is reportedly pushing for the development of the robotics industry, with plans for an executive order on robotics next year [4][10]. - The U.S. Commerce Department has confirmed its commitment to the robotics sector, emphasizing its importance for bringing critical manufacturing back to the U.S. [10]. - There is a growing interest in establishing a national robotics strategy to support the emerging industry and maintain competitiveness against countries like China, which has significantly more industrial robots [10][11]. Market Potential and Future Outlook - Investment demand in the robotics sector is surging, with projections indicating that funding could reach $2.3 billion by 2025, doubling from the previous year [6]. - Goldman Sachs estimates that the global humanoid robotics market could reach $38 billion by 2035 [6]. - Experts caution that achieving truly universal robotic applications remains technically challenging and may take years for widespread implementation [9].

机器人板块情绪回暖，底部布局静待花开 20251130 摘要 工信部成立人形机器人标准化技术委员会，宇树科技和智元科技高管任 副主任，加速行业标准制定。发改委指出国内人形机器人企业超 150 家， 面临同质化和竞争加剧风险。 近期市场催化剂包括海外 T 公司审厂活动，头部公司如宇树、智元等明 年一季度上市计划，工信部补贴政策出台，以及马斯克第三代 AI 智能机 器人发布和企业量产规划。 市场回调至低位，预计 12 月有冲刺，明年一季度或迎较大行情。关注 港股公司如敏实集团、吉时佳等，以及蓝思科技、领益制造等头部公司， 风调科技、奥比中光等大脑算法公司，大洋电机等电机领域标的。 斯菱股份与北美客户 T 合作紧密，谐波减速器已进入小批量交货阶段， 年底产能预计达 30 万台，并计划覆盖更多机械传动零部件，北美客户 进展显著。 长安汽车成立天枢智能机器人科技有限公司，进军人形机器人赛道，利 用汽车产业积累的技术、产业化和供应链优势，整合硬件、软件和服务， 并依托汽车销量实现快速应用。 Q&A 本周机器人板块的市场行情和重点事件有哪些？ 本周机器人板块情绪回暖，同花顺人形机器人指数上涨了 4.8 个点，沪深 300 ...

Core Viewpoint - The article discusses the recent policy measures introduced by the Guangxi Autonomous Region's Ministry of Industry and Information Technology and five other departments to promote the development of the robotics industry, focusing on Nanning and Liuzhou as key areas for growth [2] Group 1: Policy Measures - The policy measures aim to cultivate a robotics industry cluster centered around Nanning and Liuzhou [2] - Nanning is designated to become a robotics export base, while Liuzhou will focus on innovative application scenarios and manufacturing of robotic components [2] - The measures include investment subsidies and output rewards to support the development of a robotics demonstration application hub aimed at the ASEAN market [2]

Core Insights - The recent surge in investments by A-share listed companies into the robotics sector indicates a significant shift towards large-scale development, moving beyond mere technological validation [1][3] - The domestic robotics industry is experiencing substantial progress in core component localization and cost reduction of key technologies, supported by favorable high-end manufacturing policies [1][5] - The collaboration among companies is becoming a mainstream trend, focusing on resource sharing and complementary strengths to explore innovative applications in robotics [2][3] Company Developments - Yunyi Electric announced a plan to invest 100 million yuan to establish a wholly-owned subsidiary, Nanjing Yunyi Robot Co., Ltd., leveraging its expertise in controller technology to expand into robotics [1] - Ruide Intelligent plans to invest 10 million yuan to increase its stake in Shenzhen Yutuo Intelligent Co., Ltd., a leader in the power plant robotics sector, enhancing its technological capabilities in the field [2] - Yonggui Electric signed a framework cooperation agreement with Zhiyuan Innovation to explore applications of connectors and harnesses in humanoid robots, aiming for mutual benefits through resource sharing [2] Market Dynamics - The global robotics market is projected to reach $27.64 billion in sales by 2024 and is expected to grow to $81.56 billion by 2031, with a compound annual growth rate (CAGR) of approximately 18% from 2025 to 2031 [4] - The continuous release of market demand is providing strong momentum for industry growth, supported by a collaborative ecosystem among policy, market, and technology [5] Technological and Ecological Support - The trend of cross-industry technology reuse is gaining traction, with companies like BYD transferring automotive technology to robotics, while others like Yunyi Electric extend their existing technological foundations into the robotics sector [5] - The synergy between policy, market, and technology is establishing a robust foundation for the robotics industry, with clear development directions outlined by national policies [5] Challenges Ahead - Despite the promising outlook for the robotics industry, challenges remain, including ongoing R&D in core technologies, performance improvements in key components, and the need for standardized industry practices [6] - The shortage of multi-disciplinary talent and the need for enhanced supply chain collaboration are significant hurdles that could impact the pace of project advancement [6]