公司CEO常琳表示，5G-A技术为机器人提供"感知-决策-执行"通路，未来或拓展至消防、化工等复杂场 景。（罗宁） 责任编辑：韦子蓉 8月8日-12日，2025世界机器人大会在北京经济技术开发区北人亦创国际会展中心举行，现场，乐聚人 形机器人"夸父"展示了最新技术进展。 据悉，乐聚机器人通过5G-A技术实现1200公里超远距实时操控（如北京至上海配送），保持低时延通 信与自主导航稳定性。其搭载智源多模态具身大模型，在物料分拣场景中结合高精度视觉与AI算法完 成抓取搬运，并在SMT料盘出库场景实现全流程自主操作；商场服务场景中，该机器人通过强化学习 步态控制器实现拟人行走与语音动作同步交互。运动控制采用model-based control与强化学习融合算 法，提升太极表演、跑步等动作的流畅性与稳定性。 ...

Core Insights - Shandong Mobile has launched a new "Dual Identification System" (UE-Logo) to enhance user service and network experience transparency, marking a significant step in the application of 5G-A technology and refined user service [4][6]. Group 1: System Features - The Dual Identification System displays a "UE-Logo" indicating the "China Mobile Global" VIP status on the left and the real-time status of the 5G-A network on the right, providing a personalized service experience for users [4][5]. - Users must subscribe to designated 5G-A product packages and be in areas supporting 3CC carrier aggregation for the system to activate [4][5]. Group 2: Network Deployment - Shandong Mobile has deployed over 25,000 3CC small cells across 16 major urban areas, establishing a robust 5G-A network foundation [5][6]. - The company focuses on precise deployment of 3CC networking, high-standard network pre-planning, and ongoing optimization of frequency points and neighboring configurations to ensure a high-quality communication network [5][6]. Group 3: Performance Metrics - The implementation of 3CC carrier aggregation has resulted in a 1.1 times increase in user downlink experience rates, surpassing 1.5 Gbps, and a 2.6 times increase in single cell traffic compared to the beginning of the year [6]. - The 5G-A identification rate for user terminals remains stable at over 90%, ensuring a seamless network experience for activities such as ultra-high-definition video streaming and large file downloads [6]. Group 4: Future Plans - Shandong Mobile plans to continue optimizing network coverage, improving network quality, and expanding terminal compatibility to benefit a broader user base with 5G-A technology [8].

Core Insights - The low-altitude industry is transitioning from conceptual explosion to large-scale implementation, driven by government policies and technological innovations [1] - Despite some progress, the industry faces challenges such as fragmented airspace management and underdeveloped infrastructure, which hinder the realization of its trillion-yuan market potential [1] Policy and Infrastructure - The establishment of the Low Altitude Economy Department by the National Development and Reform Commission and over 20 provinces issuing special plans indicate strong governmental support [1] - Local governments are directing special bonds towards low-altitude infrastructure, signaling ongoing policy benefits [1] Commercial Viability - Currently, only five scenarios have achieved commercial closure: aerial surveying, agricultural protection, power line inspection, drone performances, and aerial photography [2] - The cost of operating unmanned aerial vehicles (UAVs) is significantly lower than helicopters, with a specific example showing a 10-kilometer transport cost of 7 yuan per kilogram [2] Industry Structure - The industry is characterized by a strong upstream manufacturing capability, but the midstream infrastructure is lagging, which limits scale effects [3] - Key technological breakthroughs are needed, particularly in energy technology and tilt-rotor maturity, to advance commercial viability [3] Safety and Standards - The lack of clear flight interval standards is a major bottleneck for the development of the low-altitude economy [4] - A comprehensive safety level is required, aiming for an accident rate of 10 per million flight hours, necessitating a dynamic identification management system [4] Regulatory Challenges - Fragmented digital platforms create information silos, complicating cross-regional flights and increasing safety risks [6] - The current airspace management system requires multiple applications for a single flight route, highlighting the need for a refined airspace management framework [6] Future Outlook - The period before 2027 is seen as a critical window for airspace reform, with expectations for the establishment of relevant standards and mechanisms by 2030 [8] - The introduction of 5G-A technology is anticipated to enhance low-altitude communication coverage, with telecom operators taking a leading role in building low-altitude intelligent networks [8]

Group 1 - Garrett Group will establish its second innovation center in Wuhan, focusing on advanced technologies such as high-speed three-in-one electric drives, electric cooling compressors, and fuel cell electric air compressors for "zero emissions" [1] - This investment marks Garrett's third investment in Wuhan over the past 20 years, highlighting the city's rising position in the global new energy vehicle supply chain [1] - Garrett's production capacity has grown at an average annual rate of over 30% over the past decade, indicating the strategic importance of Wuhan as a key operational hub [2][3] Group 2 - Qualcomm's Chairman for China, Meng Pu, emphasized that technological innovation is the core driving force for urban development, aligning with Qualcomm's development philosophy [5] - Qualcomm is collaborating with Wuhan to accelerate the application of cutting-edge communication technologies like 5G-A in the industrial internet, showcasing the city's potential for technology validation [6] - The number of AI-enabled devices powered by Qualcomm has exceeded 2.5 billion, with significant growth expected in the AI smartphone and PC markets in China by 2025 [10]

Core Viewpoint - The emergence of the 5G-A humanoid robot "Kua Fu" marks a significant breakthrough in overcoming the "network bottleneck" that has hindered the commercialization of humanoid robots, enabling real-time control and multi-machine collaboration [1][3][7]. Group 1: Technological Breakthroughs - The 5G-A "Kua Fu" integrates 5G-A technology into humanoid robots, addressing critical pain points such as high-precision positioning, which reduces multi-machine networking costs and enables precise collaborative operations in industrial environments [4]. - Low latency and real-time remote control capabilities allow for complex task execution by the 5G-A "Kua Fu," while edge computing and cloud collaboration reduce hardware burdens and costs [5]. - The robot's data collection and incremental training capabilities facilitate real-time data transmission for deep learning models, accelerating iteration cycles and enabling rapid adaptation to diverse industry needs [5][6]. Group 2: Industry Development and Standardization - The humanoid robot industry is entering a phase of large-scale production, with expectations of over one million units produced, although achieving this milestone will take time [9]. - The release of the "5G-A Empowering Information Consumption 'New Three Samples' White Paper" aims to standardize key capability indicators and interface specifications necessary for humanoid robots, facilitating the transition from usable technology to replicable solutions [9][12]. - The establishment of an ecological chain connecting research, product development, and standardization has been initiated, with significant collaborations among industry leaders [12]. Group 3: Market Potential and Future Outlook - The humanoid robot market is projected to grow significantly, with estimates suggesting that by 2025, production will exceed 10,000 units and the market size could reach 8.239 billion yuan, capturing a substantial share of the global market [13]. - By 2045, it is anticipated that over 100 million humanoid robots will be in use across various industries in China, with the overall market size potentially reaching around 10 trillion yuan [13]. - The successful demonstration of the 5G-A "Kua Fu" at the MWC indicates the beginning of a rapid commercialization phase for humanoid robots, with the company aiming to deepen collaborations to enhance integration and scalability [14][15].

Group 1: Financial Performance - The company achieved a steady revenue growth in 2024, primarily driven by the antenna, thermal components, and smart module businesses [4] - R&D investment accounted for 8.87% of revenue in 2024, focusing on core business technology upgrades and exploratory projects [3] - The overall operating income and gross margin increased compared to the previous year, with significant improvements in the smart module and thermal component businesses [5] Group 2: Strategic Development - The company plans to enhance its supply chain collaboration and explore new partnerships, particularly in the automotive sector [3] - The 4D millimeter-wave radar waveguide antennas have begun mass delivery, with expectations to provide over one million units to leading domestic customers within the year [3] - The company is actively pursuing opportunities in AI wearable technology and low-orbit satellite communication antennas, having completed R&D for the latter [4][5] Group 3: Market Expansion - Export revenue accounted for 23.26% of the company's total revenue in 2024, primarily targeting Southeast Asia and North America [6] - The company has established deep and ongoing partnerships with major clients in the automotive sector, focusing on 5G, high-precision positioning, and V2X antenna products [4] - The company is committed to optimizing its customer and product structure while actively pursuing cost reduction and efficiency improvement initiatives [5] Group 4: Future Outlook - The management is optimistic about achieving profitability goals for the year, emphasizing a focus on major clients and operational efficiency [6] - The company is exploring potential business collaborations with Huawei and other major clients for low-orbit satellite communication technology [4] - The company is enhancing its product offerings in the VR/AR sector, leveraging unique technologies to gain recognition from American brand clients [3]

普渡发布全球首款商用类人形机器人闪电匣Arm。3 月31 日，普渡机器人推出全球首款商用类人形具身 智能服务机器人闪电匣Arm。该产品配备7 自由度仿生双臂和11 自由度灵巧手，集成275TOPS 算力与 DeepSeek 等AI 大模型，实现跨场景泛化操作。具备电梯操控、物品递送等商业服务能力，解决传统机 器人依赖IoT 改造的痛点，标志着服务机器人正式进入具身智能商业化阶段。 人形机器人T1 在RoboCup 德国公开赛成人组决赛中以9:0 的绝对优势夺冠。 4 月3 日，T1 机器人在比赛中展现出卓越的运动控制和决策能力。这款由前清华火神队队长程昊创立的 机器人，经过2 年材料优化、算法迭代后，已实现1秒快速起身和抗摔耐用性提升。同日，T1 的技术突 破和产业化进展（已量产百台）引发行业关注，凸显了具身智能与竞技场景结合的前景。 "甲亢哥"开启深圳游。4 月5 日，国际顶流网红"甲亢哥"开启深圳直播，体验比亚迪仰望U8 水陆两栖 车、抢购华为三折叠手机，跳斧头舞，其夸张反应引发全球粉丝互动。深圳国际化形象再获曝光，网红 经济叠加科技/汽车品牌传播效应显著，建议关注相关城市文旅营销合作机会。 均普智能股份 ...

Core Insights - Huawei Technologies Co., Ltd. has applied for the registration of the trademark "MATEROBOT," classified under scientific instruments, with the status currently being a registration application [1] Group 1 - Huawei, in collaboration with China Mobile and Leju, recently unveiled a humanoid robot equipped with 5G-A technology at MWC 2025 [1] - The humanoid robot, named Kuafu, integrates 5G-A technology to enable high-precision positioning in large-scale environments [1] - The technology allows users to remotely control the humanoid robot in real-time [1]