机器人商业化

Search documents
对话擎朗CEO李通:搞机器人商业化,别憋在家想象
3 6 Ke· 2025-08-19 03:21
在7、8月的展会季,如果你逛过擎朗智能的展位,会看到酒吧、餐吧、剧院等模拟场景。他们的双足服 务机器人XMAN-F1化身服务员,帮助观众打爆米花、做冰镇饮料、调酒等等。 让机器人真干活——这种布景思路,源于擎朗智能CEO李通的商业理念。在与《智能涌现》的交流时, 擎朗智能CEO李通反反复复提到的词是"商业化"。 作为一家沉浮了15年的商用机器人公司,李通认为,这也正是他们在上一轮商用机器人大逃杀中成为幸 存者、"穿越周期"的关键词。 △擎朗智能机器人在WRC现场铲爆米花 图源:《智能涌现》拍摄 只是,要让机器人实现商业化,知易行难。李通表示,机器人落地,不能只是憋在家里"想象"客户需要 什么,而是要勇敢走向现场,观察客户真正有什么痛点,进而找到机器人能力和客户价值的交汇点。 "一个是甲方的期待,一个是你的想象,中间的误差要解决"。 文|邱晓芬 编辑|苏建勋 李通向《智能涌现》举了个例子,当年他们的机器人落地某连锁火锅店时,他们的研发、产品经理、项 目经理全员到现场。甚至当机器人出问题时,他们甚至还要帮忙传菜。 为了提高机器人服务的颗粒度,他们需要了解客户的每一个小细节,细致到客户业务的流程、每个工作 岗位的职 ...
世界人形机器人运动会|对话自由体操冠军松延动力:CEO陪练到深夜,要在9个赛场“秀肌肉”
Bei Jing Shang Bao· 2025-08-16 15:04
Core Viewpoint - The company Songyan Power has successfully participated in the World Humanoid Robot Games, achieving notable results, including winning the championship in the free gymnastics event, showcasing its advanced robotic capabilities and commercial potential [1][3]. Group 1: Competition Performance - Songyan Power participated in nine events at the World Humanoid Robot Games, demonstrating its versatility and competitive edge in the field of humanoid robotics [1]. - The company won the championship in the free gymnastics event, which involved complex maneuvers such as front and back flips, highlighting its technical proficiency [3][8]. - The competition featured over 20 events, with free gymnastics being one of the most challenging due to the limited number of participating teams, indicating a higher skill threshold [9]. Group 2: Commercial Prospects - The company secured over 2,000 commercial orders in the first half of 2025, with a total contract value expected to exceed 100 million yuan, indicating strong market demand [3]. - Songyan Power aims to leverage its technological advancements in various sectors, including education and elder care, to expand its market reach [3][15]. - The company has established a production base in Beijing, capable of delivering hundreds of units monthly, which supports its goal of achieving significant production and delivery targets [15]. Group 3: Technical Capabilities - Songyan Power's robots have demonstrated the ability to perform complex gymnastics movements, making it the only company capable of executing both front and back flips in the market [7]. - The skills showcased in the competition are directly applicable to the robots delivered to clients, reinforcing the company's commitment to quality and performance [14]. - The company is focused on identifying clear application scenarios for its products, ensuring that they meet user needs and facilitate successful commercialization [15].
首程控股康雨:机器人体验店将长期运营,预计首店年内开放
Xin Lang Ke Ji· 2025-08-15 07:33
新浪科技讯 8月15日下午消息,2025世界人形机器人运动会8月14日至17日举办。大赛期间,为本次赛 事提供机器人本体设备支持的重要参与方——首程控股,也在馆场地外打造了一个面向公众开放的"首 程机器人科技体验店",集中展示了50余家生态及合作企业的近200款产品,让观众观赛之余也能沉浸式 感受前沿科技的生活化落地。 责任编辑:刘万里 SF014 据首程控股董办总经理康雨介绍,"通过本次运动会,首程不仅展示了作为资本方推动技术应用落地的 能力,也借助赛事和体验店这一高关注度平台,加速了机器人在教育、文旅、城市运营等领域的商业化 验证,进一步巩固其在港股市场中少有的、兼具投资布局与落地能力的机器人产业标的地位。" 据悉,未来首程机器人科技体验店将长期运营,首店位于北京融石广场,预计2025年年内正式开放,这 将成为首程验证被投企业产品市场接受度的重要平台,也是连接B端、C端和G端需求的展示与交易枢 纽。(文猛) ...
人形机器人商业化落地哪家强?WRC 2025这家企业凭“实战”能力成焦点!
机器人大讲堂· 2025-08-13 04:00
Core Insights - The article highlights the significant shift in the humanoid robot industry from a focus on technological achievements to commercial exploration, as showcased at the 2025 World Robot Conference [1][29] - The commercial exploration of humanoid robots is categorized into four main areas: scientific education, consumer services, entertainment exhibitions, and industrial applications, with the first three being the primary focus due to their mature business models and clear market demand [2][29] Group 1: Commercialization Strategies - The humanoid robot company, Youliqi, demonstrated a systematic approach to commercialization through five themed areas: dining, entertainment, living, and more, effectively addressing various customer needs [2][18] - The "play" area featured interactive experiences like smart drumming and archery, showcasing the robots' capabilities in entertainment and education, which have already garnered actual orders during exhibitions [4][6] - Youliqi's robots are designed to lower the barriers for users in sports education, allowing for skill development through interactive experiences [6][8] Group 2: Product and Technology Advantages - Youliqi's robots utilize a proprietary three-in-one algorithm, enhancing their adaptability in complex environments, which is crucial for their commercial applications [18][19] - The company has developed an 8-degree-of-freedom robotic arm that surpasses human capabilities, ensuring high precision and responsiveness, which is essential for various applications [21][23] - The lightweight high-torque joint module allows for efficient operation while maintaining cost-effectiveness, enabling Youliqi to price its products competitively [23][25] Group 3: Market Expansion and Sales Strategy - Youliqi aims to penetrate the market through a "robotics in homes" initiative, targeting tech enthusiasts initially before expanding to broader consumer markets [27][28] - The company has partnered with JD.com to leverage e-commerce for product standardization and market feedback, facilitating a more direct connection with consumers [25][28] - The strategic focus on creating a complete commercial loop from technology development to market validation positions Youliqi favorably in the evolving humanoid robot industry [28][29]
机器人行业事件点评报告:人形机器人群智迸发 驱动量产落地提速
Xin Lang Cai Jing· 2025-08-11 12:32
Core Insights - The 2025 World Robot Conference opened on August 8 in Beijing, showcasing significant industry enthusiasm and innovation [1][2] - The event featured over 50 machine enterprises presenting more than 1,500 products, with 100 new products launched, nearly double from the previous year, indicating rapid technological iteration and application expansion [2] - The global humanoid robot market is projected to reach $5.3 billion by 2025, with a compound annual growth rate (CAGR) reflecting high growth potential [3] Industry Trends - The humanoid robot industry is experiencing rapid growth, with the market size expected to increase from $3.4 billion in 2024 to $5.3 billion in 2025, and potentially surpassing $20.6 billion by 2028 [3] - The domestic market in China is also showing strong performance, with projections of reaching 5.3 billion yuan in 2025 and 38.7 billion yuan by 2028, indicating a doubling in size [3] - China is positioned as a leading producer in the humanoid robot sector, benefiting from advancements in the supply chain, technology research, and application exploration [3] Company Developments - Tesla's Optimus Gen3 production is accelerating, with plans to launch a prototype in three months and start mass production early next year, aiming for an annual output of 1 million units within five years [4] - The acceleration of Tesla's production timeline is expected to stimulate the global humanoid robot industry, transitioning from technology development to large-scale production [4] - Key companies in the robot core components sector include Silver Wheel, Junsheng Electronics, and others, which are recommended for investment due to their potential benefits from the industry's growth [4][5]
从“秀技能”到“真干活”:2025机器人商业化破冰进行时
Zhong Guo Zheng Quan Bao· 2025-08-10 23:58
Group 1 - The core sentiment at the 2025 World Robot Conference is the tangible application of robots in various scenarios, contrasting with previous years' focus on skill demonstrations [1][2] - Over 200 domestic and international robot companies participated, showcasing more than 1,500 robot products, marking a record for domestic robot exhibitions [2] - Companies are actively exploring the commercial application of robots in real-world scenarios, with significant orders reported, such as over 2,000 humanoid robots ordered by Songyan Power, primarily for the education sector [3][4] Group 2 - The current capabilities of robots are limited to specific tasks, with advancements needed in their "brain" capabilities to handle more complex scenarios [5][6] - The industry faces challenges such as insufficient "brain" development, limited application scenarios, and manufacturing precision issues, which hinder humanoid robot progress [6][8] - The development of a unified end-to-end model or general model is seen as essential for humanoid robots to advance to higher levels, with significant breakthroughs expected in the next 2 to 3 years [8][9] Group 3 - The industry is focusing on creating a closed loop of "data-model-scene validation" to accelerate the commercialization of robots and expand their application [8][9] - Companies are utilizing innovative approaches, such as combining physical simulation with synthetic data to enhance robot training and performance in real-world environments [9]
破局千亿市场 北京机器人走出实验室
Bei Jing Shang Bao· 2025-08-07 15:39
商业场景先行 "4S店打造的'场景体验—即时销售—服务交付'闭环,就是为了让企业当场验证机器人在真实场景的性能。"北京亦庄机器人科技产业发展有限公司副总经 理、具身智能机器人4S店负责人王一凡向北京商报记者解释道,这种沉浸式体验会让技术转化落地的周期大幅缩短。 腿边是蒂艾斯科技恐龙机器人拱起的"龙角",背后有磐石科技乐队机器人现场打碟伴奏……正午时分,位于北京亦庄的机器人主题餐厅"机器人焰究所"里的 热闹氛围,来自硅基和碳基两个不同阵营:一边是机器人,另一边是慕机器人之名而来的游客、食客——咖啡机器人的机械臂以毫米级精度勾勒拿铁拉花, 隔壁4S店里的讲解员操控人形机器人完成高精密抓取,这样的场景并非出自暑期档科幻电影,而是北京亦庄当下的真实画面。 一周内,全球首家具身智能机器人4S店与机器人主题餐厅"机器人焰究所"相继开业,北京在人形机器人千亿市场赛道上的冲刺,正从实验室走向烟火气的生 活场。现已开业的餐厅和4S店,成为机器人产业走向应用的生动案例,不同于实验室里的技术演示,北京正用"商业场景先行"的打法,让机器人从代码与图 纸中走出,落地成可触摸的服务与产品,变成创造商业价值的"硅基打工人"。 技术和应用的 ...
破局千亿市场,北京跑出机器人“第一程”
Bei Jing Shang Bao· 2025-08-07 14:13
"我们希望把它做成一个真正能变现的商业化餐厅。" 腿边是蒂艾斯科技恐龙机器 拱起的"龙角",背后有磐石科技乐队机器 现场打碟伴奏,北京商报记者8月 6日的这顿午餐吃得格外赛博朋克。正午时分,位于北京亦庄的机器人主题餐厅"机器人焰究所"里的热 闹氛围,来自硅基和碳基两个不同阵营: 在具身智能机器人4S店的体验区,技术不再是仅供想象的参数表,企业客户可当场让工业机器人模拟 流水线工作流程,看医疗机器人演示精准操作轨迹,这种"所见即所得"的沉浸式体验,重构着机器人产 业的商业链路。 王一凡的话,点出了4S店模式创新的核心,即让技术在真实场景中被验证、被买单,而并非单纯售卖 概念性产品。 隔壁的"机器人焰究所"餐厅,则是将这种验证延伸到一个ToC的生活场景,比如,机器人能否保持稳定 出餐的节奏、能否精准控温的火候,再比如,送餐机器人的运动姿态是否稳定,回收机器人自主巡航的 路径是否高效……每个细节都在回答一个关键问题:机器人能否真正融入产业流程? "餐厅不只是展示窗口,更是商业化的试错场。"孙玲向北京商报记者分享的观察直指本质——只有证明 机器人能在具体场景(比如目前的餐饮)中解决效率、成本问题,技术才真正具备商业价 ...
美团买下机器人“半壁江山”,腾讯阿里京东齐出手
21世纪经济报道· 2025-08-01 00:18
Core Viewpoint - The humanoid robot industry is experiencing a significant influx of investment from established internet giants, marking a potential turning point for commercialization and capital influx in the sector [2][4]. Group 1: Investment Trends - By mid-2025, the humanoid robot industry saw a rare wave of financing, primarily from well-known internet companies like JD.com, Tencent, and Alibaba [2]. - JD.com made substantial investments in four humanoid enterprises by the end of July, indicating a strategic expansion in the robotics sector [3][18]. - Meituan has invested in 30 robot-related companies over the past three years, positioning itself as a major player in the robotics landscape [6]. Group 2: Company Strategies - Meituan's investment strategy focuses on integrating technology into its business model, emphasizing the importance of hardware alongside software [7][8]. - Tencent aims to create an open collaborative ecosystem in the humanoid robot space, positioning itself as a facilitator rather than a direct competitor [10][12]. - Alibaba's approach is more subdued, with fewer investments in humanoid robots, focusing instead on foundational technologies like AI and cloud computing [14][16]. Group 3: Market Dynamics - The competition among internet giants has shifted from exclusivity to collaboration, with multiple companies investing in the same humanoid robot projects [24][25]. - The disparity in funding between leading humanoid robot projects and others is widening, with top firms securing significant investments while others struggle [24][25].