从年初的各种扭秧歌、跳舞、翻跟头的"斗秀表演"到年中的商 业大单频现、融资加快、上市冲刺，人形机器人行业正从技术 展示的"上半场"，全面转向商业化落地的"下半场"。 作者： 郑晨烨 封图：图虫创意 "现在机器人（工作）的效率差不多是人类的40%左右。"7月25日，优必选（09880.HK）副总裁、 研究院执行院长焦继超在接受经济观察报采访时给出了这个数据。 他具体所指的是这样一个场景：在一家头部新能源车企的总装车间里，来自优必选的工业人形机器 人WalkerS2，正在进行物料搬运实训，它的任务是将零部件从料箱取出，放置到AGV（自动导引 运输车）上。整个过程没有失误，但相较产线上的人类工人，机器人的每一个步骤都显得格外谨 慎，需要短暂停顿进行计算和定位。 "这样的效率虽然听起来不高，但难度非常大。"焦继超向经济观察报表示，他和他的团队正在试图 把机器人的工作效率进一步提高。 事实上，在焦继超们努力提高机器人工作效率的同时，人形机器人的商业化落地也在加速。 根据中国招标投标公共服务平台7月18日的公示信息，优必选已中标觅亿（上海）汽车科技有限公 司的机器人设备采购项目，金额高达9051.15万元；6月25日，智 ...

根据中国招标投标公共服务平台7月18日的公示信息，优必选已中标觅亿（上海）汽车科技有限公司的机器人设备采购项目，金额高达9051.15万元；6月25 日，智元机器人与宇树科技成功中标中移（杭州）信息技术有限公司面向2025年至2027年的人形双足机器人代工服务采购项目，中标总金额约为1.24亿元。 其中，智元机器人获得7800万元订单，宇树科技中标金额为4605万元。 在资本市场，人形机器人公司近期亦动作频频：宇树科技已正式开启其在科创板的IPO辅导；智元机器人则一度被传出"借壳"上市消息；7月30日，主营谐波 减速机的四川天链机器人股份有限公司也官宣已启动科创板上市辅导。 从年初的各种扭秧歌、跳舞、翻跟头的"斗秀表演"到年中的商业大单频现、融资加快、上市冲刺，人形机器人行业正从技术展示的"上半场"，全面转向商业 化落地的"下半场"。 不"跳舞"改"打工"了 在中国移动为智元机器人和宇树科技开出的总额1.24亿元的采购说明书上，有一条要求格外严苛——单台日均作业时长不低于16小时。在工业领域，这意味 着机器人需要具备接近不间断的作业能力。那么，如何满足这一要求？ 7月17日，优必选发布了其最新一代工业人形机器 ...

Group 1 - The 9th China-South Asia Expo and the 29th China Kunming Import and Export Commodities Fair opened in Kunming, Yunnan, showcasing innovative products from Guoneng Xinkong, including a new energy centralized control system and a virtual power plant management platform [1] - The new energy regional centralized control system aims for "unmanned operation and minimal staffing," significantly improving operational efficiency and transitioning from decentralized to centralized management of renewable energy plants [1] - Guoneng Xinkong's virtual power plant solution integrates distributed photovoltaic, energy storage, charging piles, and commercial loads, facilitating user participation in electricity market transactions and grid auxiliary services [1] Group 2 - Guoneng Xinkong employs a "Robots as a Service (RaaS)" model, developing intelligent robots for complex operations and emergency inspections, enhancing inspection efficiency by 50% and reducing risks in high-risk jobs by over 80% [2] - The company has introduced an intelligent gas detection solution for confined spaces, utilizing real-time monitoring and smart alerts to ensure safety during operations [2] - The expo, co-hosted by the Ministry of Commerce of China and the Yunnan Provincial Government, featured 16 exhibition halls and attracted nearly 120 leading industry enterprises, focusing on green trade, digital trade, and service trade [2]

Group 1: Core Insights - Humanoid robots can drive smarter automation, reduce costs, and enhance human labor productivity, but improper investment questions can lead to high costs and counterproductive outcomes [1][4] - The rapid development of general-purpose humanoid robots, driven by advancements in generative AI, mechatronics, and simulation technology, may reshape labor dynamics across various industries [3][4] - The cost of manufacturing humanoid robots has decreased by 40% in recent years, with projections indicating a drop from approximately $58,000 to $20,000 per robot by 2032 [4] Group 2: Investment Considerations - Companies must evaluate the specific roles humanoid robots can play in their operations, focusing on areas where they can outperform traditional industrial robots and create greater value [6] - A comprehensive cost-benefit analysis is essential for humanoid robot investments, considering both direct and indirect costs, with Robot as a Service (RaaS) offering a more cost-effective entry point [12] Group 3: Application Areas - Humanoid robots have proven valuable in manufacturing and warehousing, addressing labor shortages and performing hazardous tasks, with 58% of large factory managers believing they will become a cost-effective assembly standard by 2040 [7] - In healthcare, humanoid robots can assist with daily tasks for the elderly and those with special needs, demonstrating positive outcomes in social interaction and communication skills for children with autism [9] - In customer service, humanoid robots are increasingly being adopted in retail and hospitality sectors, particularly for tasks that are monotonous, dangerous, or repetitive [10] Group 4: Integration and Collaboration - Effective integration of humanoid robots into existing processes requires a focus on optimizing broader organizational workflows rather than isolated tasks [13] - Ensuring safe collaboration between personnel and humanoid robots is crucial, necessitating a culture of human-robot collaboration and adherence to safety best practices [14][15] Group 5: Future Outlook - The future of work is evolving with humanoid robots becoming integral to the workforce, offering new growth opportunities, efficiency improvements, and enhanced innovation capabilities [17]