在功能之外，价格始终是衡量一款消费级机器人能否走入家庭的重要门槛。 8月12日，2025世界机器人大会（WRC）最后一天，维他动力的展台仍然挤满了人。 相比展示跳舞、倒酒和流水线作业的演示，人人都可以"上手"的消费级机器人产品在WRC场馆中开始出现。"大头"是维他动力发布的智能伴随四足机器 人，它没有遥控器，谁都可以叫几声它的名字，摸摸它的头。乐享科技也推出了外表酷似《机器人总动员》里瓦力的陪伴机器人，魔法原子、优必选等企业 也均推出了消费级的机器人产品。 热闹之外，消费级机器人的落地仍面临不少现实难题。量产节奏尚未理顺，整机成本尚未压低。部分产品也存在"功能设想多、使用场景弱"的问题。从"能 做"到"有人用"，并不只是一步之遥。 离开WRC展馆的时候，记者看到了一位商贩正推着小推车售卖玩具版"机器狗"，没有智能交互，也不联网，这个只能走几步的玩具售价299元，只剩"最后 两个"。 对于消费级机器人来说，展馆内不缺想象，但走出展馆之后，考验才刚刚开始。 盲目堆算力失效，续航成"可行性"关键 丢掉遥控器，意味着机器人丢掉了环境感知的"代理人"。在大部分情况下，机器人怎么动、往哪走，全靠操控者用遥控器"遥控大脑" ...

2025.08. 09 本文字数：3024，阅读时长大约5分钟 作者 | 第一财经 乔心怡 机器人离我们更近了吗？在2025世界机器人大会（WRC）现场，第一财经记者发现，丢掉遥控器的消费级机器人已经登场，各种形态的机器人产品正 在以更智能、更日常化的姿态贴近用户的生活。 不少厂商也押注平台化路线，开放开发套件、采集多模态数据、优化软硬件协同，试图在"鹿死谁手"的竞争到来之前，夯实技术底座。资本与产业链的 结合也在加速，行业正在从单点技术突破走向系统化交付，产业生态的协同迭代正进入快车道。 会场的人山人海之外，这场由算法、硬件与资本共同驱动的竞赛，正在重绘未来机器人的边界。 丢掉遥控器，消费级机器人更近了 要成为消费级机器人的第一步是什么？可能是丢掉遥控器。 在WRC现场，第一财经记者在Vbot维他动力展台体验了全场唯一一个能够全程不用遥控器操作的机器人，一只名叫"大头"的四足机器狗。维他动力的 团队把这个产品定义为"伴随机器人"，并且明确其打向消费市场的定位。 不用遥控器，意味着"大头"需要高度自主的环境感知能力和一定的理解和决策能力。在这些能力背后，硬件的打磨和更智能的算法是必选项。除了可运 动双目摄像头 ...

Core Viewpoint - The company has entered into a strategic partnership with Hangzhou Yushu Technology Co., Ltd. to develop and commercialize consumer-grade robots, specifically focusing on four-legged robotic dogs with companionship and social attributes [1] Group 1 - The partnership will involve mutual collaboration as global strategic partners [1] - The initial focus of the collaboration will be on the development and commercialization of robotic products [1] - The products are expected to have strong intellectual property (IP) attributes [1]

Core Viewpoint - The article discusses the emergence of a new outdoor companion robot designed to address the challenges faced by parents during outdoor activities, combining practical functionality with emotional interaction [4][5][6]. Market Overview - In 2023, 175.8 million people in the U.S. participated in outdoor recreational activities, accounting for 57.3% of the population aged 6 and above, with camping market size projected to grow from $20.38 billion in 2024 to $71.88 billion by 2035, reflecting a compound annual growth rate of 12.14% [2][4]. - Over 78% of parents reduce outdoor activity frequency due to the burden of heavy equipment and the pressure of supervising children [4]. Company Background - Wang Tao, the founder of Shentianji, has a background in AI and autonomous driving, having previously worked at Drive.ai and Xiaopeng Motors [3][14]. - The company aims to create a robot that can assist families during outdoor activities, addressing the dual needs of carrying equipment and ensuring child safety [5][6]. Product Development - The first product will take the form of a robotic dog, featuring smart following systems and load-bearing modules to alleviate the burdens of outdoor activities [5][6]. - The design emphasizes emotional interaction, aiming to transform the robot from a mere tool into a companion for outdoor experiences [6][30]. Technological Evolution - The consumer robotics industry has undergone three waves of development, with the current phase transitioning from exploration to growth, driven by technological advancements and cost reductions [10][11]. - The first wave was characterized by the rise of robotic vacuum cleaners, while the second wave saw the emergence of garden robots, and the third wave is focused on AI-driven educational and emotional support robots [10][11][12]. User Insights - The target demographic, referred to as "Silicon Valley old boys," consists of tech-savvy parents aged 30-50 who value family time and are open to innovative products [34]. - User research revealed that parents desire a robot that not only entertains children but also provides safety and peace of mind during outdoor activities [33]. Future Plans - The product is currently in the development stage, with a complete functional prototype expected by the end of the year [35]. - The company plans to build a user community to encourage sharing and interaction regarding the robot's capabilities [36]. Market Potential - The North American market is seen as a prime opportunity due to its established outdoor activity culture, with over 100 million people regularly engaging in camping and hiking [19]. - The company aims to leverage this market to build brand recognition and expand globally, targeting Europe, Japan, and high-end users in China [19].

Group 1 - The controller sector has shown significant overselling, and the fundamentals are improving, indicating potential for both performance and valuation recovery [1] - Historical analysis of the controller sector shows that stock price performance is highly sensitive to earnings and raw material price fluctuations, with recent years facing challenges from external factors [2] - The sector is expected to return to stable growth in 2025, with a simultaneous recovery in earnings and valuations [2] Group 2 - Hesai Technology reported a first-quarter delivery of nearly 200,000 units, a year-on-year increase of 231%, with revenue of 530 million yuan, up 46.3% [3] - In the first quarter, Hesai's ADAS product deliveries reached 146,100 units, a year-on-year increase of 178.5%, with strong growth in the Robotaxi and consumer robot markets [3] - Suoteng Juchuang's net losses are narrowing, with laser radar product sales in the robotics sector increasing by 183% year-on-year, driven by E1R and Airy sales [4]

Core Insights - Unitree Robotics has gained significant popularity and commercial success through its robots, particularly the G1, H1, and Go2 models, which have become prominent in advertising and social media [1][4][18] Group 1: Commercial Success - Unitree Robotics has become a top player in the advertising sector, collaborating with various brands across technology, fast-moving consumer goods, and the internet [4][18] - The company has engaged in over ten commercial partnerships in March alone, showcasing its versatility in different advertising formats [4][18] - The robots have been featured in diverse roles, including as promotional agents, product inspectors, runway models, live-stream sales hosts, and performers [4][12][14][15] Group 2: Advertising Strategies - The robots have participated in cross-industry collaborations, enhancing brand visibility and credibility [7][12] - Unitree's robots have been utilized for factory inspections, providing transparency in product quality to consumers [12][19] - The robots have also been involved in fashion shows, showcasing their capabilities in a stylish context [13][14] Group 3: Market Position and Financial Performance - Unitree Robotics has maintained profitability for five consecutive years since its A-round financing in 2020, indicating a strong financial foundation [18][19] - The company has significantly reduced production costs by 75% through in-house development of 90% of its core components [19][22] - Unitree holds a dominant market share in the quadruped robot segment, with 69.75% of global sales and 40.65% of market size as of 2023 [19][22] Group 4: Product Development and Market Education - The C-end robots are not only for sale but also serve to educate the market about robotics, enhancing public familiarity with their roles [25][26] - The company aims to establish a strong brand presence in the consumer robotics market, which is becoming increasingly competitive [27][28] - Unitree's marketing efforts are designed to create a recognizable brand image, essential for standing out in a crowded marketplace [28][30] Group 5: Future Prospects and Challenges - The company is focused on making robots more affordable and useful to facilitate broader consumer adoption [30][31] - Current pricing for the G1 model is approximately 99,000 yuan, which is competitive but still higher than the target price for mass-market adoption [30] - The development of C-end robots is seen as a long-term endeavor, requiring ongoing improvements in functionality and safety [31][32]