港仔机器人(00370)公布，于2025年9月22日(交易时段后)，公司的全资附属公司AI集团、香港仔机器人 (公司的附属公司，由公司持有51%及达闼持有49%)的全资附属公司香港仔机器人中国公司及达闼已签 订技术许可协议，据此，达闼已批准香港仔机器人中国公司及其联属公司于大中华区使用达闼及其联属 公司约1,780项专利及110项软件着作权(IP)，包括(i)使用人形机器人操作系统及云脑平台相关IP以及机 器人经营许可技术的独家权利;及使用人形机器人智能关节相关技术及硬件以及其他核心硬件技术的IP 的非独家权利。 公告称，集团一直推行战略计划，以开发及维护其自有的人形机器人，应用于教育、医疗保健、养老服 务、物业管理及其他现实生活应用。此举符合集团位居技术创新前沿并把握机器人领域新兴市场机遇的 目标。技术许可协议项下的IP对该战略的实施及商业成功至关重要。透过运用IP，集团旨在加速开发进 程、提升人形机器人的功能性与可靠性，并缩短上市时间。IP包括专有操作系统、云脑平台及机器人操 作许可技术，对创建精密高效的机器人解决方案不可或缺。 ...

Group 1 - The 2025 World Humanoid Robot Games showcased 280 robot teams competing in various activities, highlighting advancements in technology and innovation in robotics [1][2] - The event served as a testing ground for core technologies in robot motion control and environmental perception, allowing companies and research teams to rapidly iterate and apply advanced technologies in real-world scenarios [1][2] - The competition attracted manufacturers, suppliers, and research institutions, fostering collaboration and discussions on optimizing technology development within the robotics industry [2] Group 2 - The event provided a platform for startups to gain visibility and understand market demands, exemplified by the small robot "Xiao Pai" from Gaoqing Electromechanical, which aims to penetrate the household market [2] - High exposure from the competition allows companies like Yushutech to gain recognition for their products, facilitating entry into consumer and industrial markets [2] - The captivating performances of robots at the event sparked interest among young people, encouraging more students to pursue studies and careers in robotics, thus attracting talent to the industry [2][3]

Group 1 - The core viewpoint of the articles highlights the increasing adoption of service robots in Japan, particularly from Chinese companies like Qinglang Intelligent Technology, to address labor shortages due to high human costs and an aging population [1][3] - Qinglang Intelligent has adapted its robot designs to better fit Japanese market needs, including smaller sizes and localized features such as Japanese language support and customizable expressions [2][3] - The company has established over 200 technical support points in Japan to ensure rapid response and maintenance, demonstrating a commitment to customer service and operational efficiency [2][3] Group 2 - The cost-effectiveness of robots is emphasized, with the statement that employing a robot costs about one-third of hiring a human worker, while also providing consistent efficiency year-round [3] - The export scale of robots is expanding, with many large restaurant chains and other venues in Japan utilizing Qinglang's products, indicating a growing market presence [3][4] - Another company, Muxing Robotics, is also gaining traction in Japan with logistics robots, showcasing the broader trend of Chinese manufacturing transitioning to high-quality, technology-driven solutions in the robotics sector [3][4]

中新网鄂尔多斯8月12日电 题：那达慕上"跑"来个机器人 中新网记者 李爱平 沿着松软的黄土赛道，一名站立高度1.4米、四肢灵活的机器人在多名搏克运动员的陪伴下，"跑"到了 2025鄂尔多斯暖城那达慕活动开幕式现场。 "那达慕"是蒙古语，意为"娱乐、游戏"。每年牛肥羊壮时，内蒙古草原上的牧民都会举行那达慕活动。 而在机器人的赋能下，鄂尔多斯的此次那达慕活动也多了高科技的味道。 此次那达慕的总导演桃日根告诉记者，从今年4月份开始，工作人员开始设计如何让机器人亮相那达慕 活动。此前机器人还经过了15轮演练彩排。"先是练习让机器人如何在赛道上走，慢慢加入了'跑'的内 容。" "最开始，机器人在黄土赛道上'跑'的并不是特别稳当，后来经过几次调试，一次比一次好。"桃日根给 这名机器人的表现打了95分的高分。 公开资料显示，今年以来，中国各地开始通过实际应用场景测试，来带动机器人技术创新。在北京，机 器人可在室外复杂环境里行走，不仅要上坡、下坡，还可以在摔倒后0.5秒内自主爬起，让机器人的"关 节"灵活性不断提升。 "下一步，我们会在技术上对这名机器人进行调整，争取在明年的那达慕活动上有更完美的表现。或许 明年这名机器人 ...

Summary of Key Points from the Conference Call Industry Overview - The global robotics market experienced explosive growth in the first half of 2025, with manufacturers of complete machines and components seeing an average growth rate of 50% to 100% [1][3] - Major overseas players, such as Tesla, plan to produce thousands of humanoid robots annually, indicating intensified competition in the robotics industry [3][4] Company Highlights Yushu Technology - Launched a 1.2-meter humanoid robot, r one, priced at 39,900 yuan, featuring 26 degrees of freedom and customizable appearance [1][5] - Developed a second-generation 3D LiDAR, significantly reducing costs to approximately 1,000 yuan, enhancing the cost-effectiveness of domestic robots [5] Ubtech - Introduced the Walker S2 humanoid robot with a pioneering autonomous battery swap technology, allowing for a three-minute battery change, addressing the endurance issue [1][6] - The robot features a planetary gearbox and a dual RGB vision system, improving adaptability in factory environments [6] Beijing Humanoid Robot Innovation Center - Achieved significant advancements in intelligent upgrades, utilizing a large model for enhanced decision-making and execution capabilities, with precision improvements such as a 0.05 mm repeat positioning accuracy [1][7] Application Expansion - Humanoid robots are expanding into logistics, commercial services, education, and healthcare sectors, with companies like Pudu Robotics achieving over 80% of their revenue from overseas markets [1][8] Technological Breakthroughs - The robotics industry made notable advancements in motion control and general intelligence, with Yushu Technology reducing motion oscillation by 60% and doubling the speed of dynamic actions compared to early 2024 versions [2] - Hardware performance is now meeting application needs, with future bottlenecks expected to shift towards the intelligent framework of general-purpose robots [2] Component Innovations - Component manufacturers like Mingzhi are innovating in motor control and operational control, with significant improvements in stability and response speed [9][10] - Wolong Electric Drive is developing high-power, high-torque density motors to meet the demands of industrial and service robots [12] Market Dynamics - The market for humanoid robots is primarily targeting the B2B sector, with prices ranging from 500,000 to 800,000 yuan, making widespread consumer sales challenging [22][23] - The industry faces challenges such as high costs, lack of standardization, and the need for deeper integration of hardware and AI models to enhance interaction and adaptability [23][24][25] Capital Influence - Capital investment is crucial in the robotics sector, driving technological advancements and commercialization, with significant funding rounds reported for various companies [19] Future Outlook - The robotics industry is expected to continue its rapid growth, with projections indicating a market size increase from 507,500 units in 2021 to 1,412,000 units by 2030 [18] - Ongoing challenges include high costs, technical standardization, and the need for improved sensor and control technologies to support scalable development [26]

Core Viewpoint - The 28th Beijing Essen Welding and Cutting Exhibition showcased advancements in collaborative welding robots, emphasizing the theme "Intelligent Leadership for a Collaborative Future" and highlighting the potential of Huayan Robotics in the automation and intelligent welding sector [1][18]. Group 1: Product Features and Innovations - Huayan Robotics, a top three manufacturer of collaborative welding robots in China, focused on enhancing precision, adaptability, and collaboration capabilities of their robots at the Essen Exhibition [2]. - The E10L-Pro demonstrated integrated end-effector force control, requiring less than 3N of drag force for operation, significantly improving programming efficiency and simplifying welding processes [2]. - The Elfin-Pro, equipped with advanced laser sensors, can accurately identify weld seam positions and adjust the welding path in real-time, enhancing automation and reducing the need for precise manual input from welders [2]. Group 2: Expanded Capabilities - The E03-Pro, in conjunction with a seventh axis, expands the operational range to cover several meters while ensuring safety in human-robot collaboration, catering to large workpieces like ships and engineering machinery [4]. - A collaborative large-arm welding robot, designed for heavy structures, features an 1.8-meter reach, allowing it to access distant welding points without repositioning, thus improving efficiency for large-scale projects [6]. - The portable E05-Pro welding workstation is designed for mobile welding applications, allowing for easy transport and setup in confined spaces, with a high protection rating of IP66 for operation in challenging environments [8]. Group 3: Advanced Technologies - The introduction of a 3D vision system in collaborative robots enables them to autonomously identify weld seams and adjust for any positional deviations, simplifying the welding process for operators [10]. - Laser welding robots, which offer significant advantages in thin plate welding, can achieve speeds of 6-12m/min, improving efficiency by 2-3 times compared to traditional methods, while also ensuring safety through non-contact processing [12]. - The "Robot+" strategy aims to explore new application scenarios for collaborative robots, including an electric-driven mobile workstation that can autonomously navigate and adjust its height for welding tasks [14]. Group 4: Future Directions - At the 2025 Essen Welding Exhibition, Huayan Robotics plans to showcase new functionalities, products, and applications, reinforcing its commitment to innovation in collaborative robot technology and building a collaborative industrial ecosystem with global partners [18].

Core Viewpoint - Beijing is demonstrating significant progress in the robotics industry, leading multiple national indicators and implementing initiatives to foster innovation and application in this sector [1] Group 1: Industry Development - The "Double Hundred Project" includes the implementation of "100 new robot products" and "100 application scenario demonstrations" to enhance the robotics industry [1] - The "1+4" product system is being developed to promote technological innovation and application demonstration in robotics [1] Group 2: Market Performance - The revenue of Beijing's robotics industry is expected to exceed 30 billion yuan in 2024, representing a nearly 50% year-on-year growth [1] - There are over 400 key robotics enterprises in Beijing, including 57 national "specialized and innovative" small giant companies [1] Group 3: Innovation and Competitiveness - The "Tiangong" robot, developed by an innovation center, has shown outstanding performance in global competitions, highlighting strong technological innovation capabilities [1]

Group 1 - The "2025 World Robot Conference" will be held from August 8 to August 12 in Beijing, featuring over 20 countries and regions, nearly 500 guests, and more than 200 exhibiting companies [3][4] - The event aims to enhance global cooperation in the robotics industry, showcasing new products and applications, with a focus on consumer engagement through initiatives like the "World Robot Conference Consumption Season" [3][4] - The "2025 World Humanoid Robot Games" will take place from August 15 to August 17, featuring competitions that test the skills and capabilities of humanoid robots in various sports [4][5] Group 2 - The humanoid robot half-marathon, held on April 19, was the first long-duration competitive event for robots, highlighting their movement control and endurance capabilities [4][5] - The competition will include both main events focusing on skill and peripheral events emphasizing interaction, with a variety of sports such as athletics, soccer, and dance [4][5] - The event's design aims to challenge the limits of robotic performance in areas like mechanical structure, material application, and artificial intelligence [5][6]

Group 1 - The 2025 World Robot Conference will be held from August 8 to August 12 in Beijing, featuring an opening ceremony, closing ceremony, forums, and related activities [1] - The event is organized by the China Electronics Society and the World Robot Cooperation Organization, with support from 20 international organizations including the World Federation of Engineering Organizations and the International Federation of Robotics [1] - The World Robot Expo will cover an exhibition area of over 50,000 square meters for the first time, with more than 200 participating companies and over a hundred new products to be showcased [1] Group 2 - The World Robot Competition will include various events such as the Inclusive Robot Challenge, BCI Brain-Controlled Robot Competition, and Youth Robot Design Competition, emphasizing interactive and high-quality competition projects [2] - The conference aims to stimulate technological research and development in the robotics industry and will host multiple supporting activities, including cooperation meetings and project roadshows [2] - The event will release over ten significant outcomes, including the "Global Robot Cooperation Partner Initiative" and the "2025 China Humanoid Robot Industry Development Report" [2]

Core Insights - Junsheng Electronics officially launched its latest products in the robotics field at the 2025 Auto Show in Shanghai, including various sensor kits and solutions for battery management, lightweight exoskeletons, and wireless charging [1] - The company aims to develop robotics as its "second curve," leveraging synergies from its core components to drive innovation in robotics technology [1] Group 1: Robotics Component Breakthroughs - Battery management systems (BMS) and sensors are critical upstream components for humanoid robots, with Junsheng achieving breakthroughs in these areas due to its experience in automotive electronics [2] - The "Xingchi" system developed by Junsheng integrates high-voltage platforms and advanced cooling technologies, improving charging efficiency by 40% and reducing energy loss risks by 70% [3][2] - The new wireless charging technology achieves over 90% efficiency, allowing robots to operate without cables and enhancing their endurance by 30% [3] Group 2: Technical Synergies and Market Position - Junsheng's entry into the robotics sector is facilitated by the high technical similarity between automotive electronics and robotics, allowing for a smooth transition of technology [6] - The company has established itself as a major supplier in the automotive sector, providing solutions across various domains, which can be directly applied to robotics [7] - The global humanoid robot market is projected to reach between $38 billion and $205 billion by 2035, indicating significant growth potential for Junsheng's robotics initiatives [8] Group 3: Strategic Partnerships and Future Plans - Junsheng has initiated a strategic partnership with Shanghai Zhiyuan New Technology Co., focusing on core technology development and customized solutions for robotics [9] - The company plans to develop its robotics business in five phases, including enhancing core component R&D and building a global industrial ecosystem [8] - Junsheng's recent financial performance, with projected revenues of 55.864 billion yuan in 2024, supports its ongoing investments in technology and innovation [9]