仿生人从"形似"到"神似" 去年年底，松延动力仿生人技术团队接到一份艰巨任务，要定制一个1:1还原真人演员的仿生人，备战 央视春晚。这既让他们满心雀跃，也让他们倍感压力。"能登上春晚的舞台，是对我们技术的最大认 可，但时间实在太紧张了。"相关技术负责人感叹。 合作敲定的第一时间，技术团队便邀请演员进行面部数据的全方位采集建模。与以往制作虚拟仿生人不 同，这次的定制对象是专业演员，为了适配春晚镜头要求，原本用于操控面部表情的微型电机，需要重 新进行精密设计与排布。技术团队反复测算尺寸，调整电机的摆放角度与间距，在毫厘之间让32个电机 如同"微缩齿轮"般紧凑布设。 如果说电机排布是空间上的考验，那么表情的丝滑度就是技术进阶的挑战。为了让仿生人的面部表情摆 脱机械感，团队将电机控制频率大幅提升6倍，让表情切换毫无卡顿。团队还根据演员海量的过往视频 资料和现场采集的数十组表演画面，量身定制出一套表情生成系统，这套系统最终能精准复刻出挑眉、 瞪眼、浅笑、蹙眉等微表情，每一个神态都与真人别无二致。 一个多月的日夜奋战后，第一版"仿生奶奶"出炉，技术团队悬着的心终于稍稍落地。但春晚的舞台考 验，远不止于此。进入节目彩排阶段 ...

Group 1 - The report indicates that the recent market adjustment pressure has been released, leading to a rebound, with popular sectors experiencing valuation recovery [6] - It maintains a cautiously optimistic view for February, suggesting that while the A-share index may struggle, there is potential for valuation recovery in the H-share market [6] - The report emphasizes the importance of mid-cap blue-chip stocks, particularly in the agricultural sector, as they are expected to continue performing well due to their risk characteristics [6] Group 2 - The renewable energy sector is highlighted as a cornerstone for carbon reduction, with significant growth expected in wind and solar installations during the 14th Five-Year Plan period [3] - The report anticipates over 50% growth in energy storage installations by 2025, driven by high demand in the renewable energy sector [3] - It suggests focusing on high-growth technology-related stocks within the renewable energy space [3] Group 3 - The report discusses the increasing certainty of mass production for humanoid robots, particularly with Tesla's advancements in this area [4] - It identifies investment opportunities in components related to robotics, such as sensors and flexible protective layers, as the industry moves towards more human-like robots [4] - Companies with proven manufacturing and management capabilities in automotive and machinery parts are expected to gain higher market shares [4]

Group 1 - The report indicates that the recent market adjustment pressure has been released, leading to a rebound, with popular sectors experiencing valuation recovery after a rapid decline [6] - The report maintains a cautiously optimistic view for February, suggesting that while the A-share index may struggle, there is potential for valuation recovery in the H-share market [6] - The report emphasizes the importance of mid-cap blue-chip stocks with medium risk characteristics, particularly in the agricultural sector, which is expected to continue its strength [6] Group 2 - The report highlights that during the "14th Five-Year Plan" period, China's wind and solar installations are expected to maintain high growth rates, with specific segments like offshore wind power and perovskite solar cells showing significant growth potential [6] - It forecasts that energy storage installations will achieve over 50% growth by 2025, driven by the high demand for renewable energy [6] - The report identifies high-growth technology-related stocks in the renewable energy sector as key investment opportunities [6] Group 3 - The report discusses the upcoming mass production of humanoid robots by Tesla, indicating increased certainty in this area, particularly regarding dexterous hands and the humanization of robots [4] - It suggests that the demand for components such as sensors and flexible protective layers will rise as robots become more human-like [4] - The report points out that companies with proven manufacturing and management capabilities in automotive and engineering machinery parts are likely to gain higher market shares [4]

智元机器人合伙人、高级副总裁、通用业务部总裁王闯在与新浪科技等媒体沟通中表示，机器人最开始 的目标是拟人，再接着是类人，最后是超越人。现在我们刚处于拟人阶段，不管是从硬件还是运动控制 上看起来刚没有太强的违和感。 专题：2025可持续全球领导者大会&首届绿色产业与可持续消费博览会 2025可持续全球领导者大会于10月16日-18日在上海市黄浦区世博园区召开。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李昂 "至于达到类人的水平，我认为还有很大差距。因为人类全身对触觉、温度等方面有敏锐感知，现在机 器人还完全没有。"他说。 ...

Investment Rating - The report does not explicitly state an investment rating for the humanoid robot industry Core Insights - The humanoid robot industry is experiencing significant growth driven by advancements in technology and increasing applications in various sectors such as healthcare, education, and service industries [22][23][24] - The development of humanoid robots can be categorized into three stages: "like a human," "imitating a human," and "becoming a human," with current robots primarily in the "like a human" and "imitating a human" stages [5][6][18] - The report highlights the importance of human-robot interaction, emphasizing that higher levels of anthropomorphism can enhance user trust and satisfaction [3][4][18] Summary by Sections Humanoid Robot Development - Humanoid robots are classified into two categories: non-anthropomorphic and anthropomorphic, with the former primarily used in industrial applications and the latter in interactive settings [9][10] - The report outlines the evolution of humanoid robots, detailing key milestones such as the development of WABOT-1 in 1973 and the introduction of advanced robots like Sophia in 2015 [5][6] Policy Landscape - The Chinese government is increasingly supportive of the humanoid robot industry, with recent policies promoting the development of "embodied intelligence" and smart robots [22][23] - Various provinces, including Beijing, Shenzhen, and Zhejiang, are launching initiatives to foster innovation and growth in the humanoid robot sector, aiming for significant technological breakthroughs and economic contributions by 2027 [23][24][25]