Core Viewpoint - The article discusses advancements in bionic robotics and intelligent control, emphasizing the need for innovation in robot design to achieve better energy efficiency and functionality, particularly in humanoid robots [2][20]. Group 1: Bionic Robotics and Intelligent Control - The "2025 Bionic Robot and Intelligent Control Forum" held in Hangzhou attracted nearly 400 participants and over 10,000 online viewers, highlighting the growing interest in bionic robotics [2]. - The forum featured a keynote report by Professor Qian Zhihui from Jilin University, focusing on the principles and technologies behind bionic tensile and compressive robots [2]. Group 2: Current Challenges in Humanoid Robotics - Humanoid robots are currently in a "showcase-first" stage, with significant gaps in practical application, including issues with safety, arm manipulation, and high energy consumption [4]. - The Cost of Transport (COT) metric indicates that humanoid robots have much higher energy consumption compared to humans, with values such as 5 for Boston Dynamics' Atlas and 1.6 for Honda's Asimo, while humans have a COT of only 0.05 [5]. Group 3: Analysis of Robotic Limitations - Three main issues are identified in humanoid robots: 1. Material composition leads to poor safety in human-robot physical contact due to rigid components [6]. 2. Joint structures are simplified and require complex control, increasing energy consumption [6]. 3. Power systems are inefficient due to multiple energy conversions, unlike the integrated system found in human muscles [6]. Group 4: Innovations in Bionic Robotics - The concept of "Layagrity" is introduced, which combines tensile and compressive elements to create a new design for advanced humanoid robots [7]. - The first generation of bionic tensile robots has been developed, achieving walking speeds of 2.0-4.5 km/h with a COT of 0.069-0.107, significantly lower than traditional humanoid robots [11]. Group 5: Advances in Dexterous Manipulation - The development of bionic hands faces challenges due to the trade-off between rigid and soft hands, necessitating innovative solutions [14]. - A new three-dimensional dynamic X-ray imaging system has enabled the study of human hand biomechanics, leading to improved designs for bionic hands that replicate human dexterity [14]. Group 6: Future Directions in Robotics - The research team aims to create a modular bionic system that incorporates human-like movement characteristics, focusing on dynamic stability and high precision in robotic arms and hands [20]. - The ultimate goal is to overcome existing limitations in humanoid robotics by integrating biological design principles to enhance movement intelligence and adaptability [20].

机器人剧场位于龙岗区坂田街道，根据计划，龙岗区将围绕未来城市形态与生活方式，试点打造的机器 人剧场集产业、科研、艺术、展演、商业、科普于一体，并注重公共互动体验。龙岗区人工智能（机器 人）署相关负责人表示，剧场目标打造科技与人文艺术交融的标杆场景，将在全国征集剧目IP方案，突 出以机器人表演为核心，融合舞蹈、音乐、戏剧等艺术形式，展示具身智能在创意表达与文化传承中的 突破性应用。 根据《三年行动方案》，龙岗还将打造全国首个机器人4S店，提供机器人"销售—维护—升级"一体化服 务，建立标准化运维体系，探索机器人商业化落地新模式。打造全国首个机器人零部件超市，集成高精 度减速器、伺服电机等核心零部件供应链资源，推动国产替代与产业链协同创新，形成"研发—中试— 量产"快速转化通道。 南都讯 记者颜鹏 深圳龙岗将打造具身智能机器人示范街区！这里不仅有专门的机器人剧场，有机器人 提供餐饮、导购，还将开设全国首个机器人4S店。在5月21日举办的龙岗区人工智能与机器人发展大会 上，龙岗区重磅发布《龙岗区加快创建"AI龙岗"三年行动计划（2025-2027年）》《龙岗区具身智能机 器人友好示范城区三年行动方案（2025-20 ...

智元机器人（300024）今日发布新品——灵犀X2全智能灵动机器人。该产品搭载情感计算引擎，同时 拥有运动智能、交互智能、作业智能三大能力。据灵犀业务部总裁魏强透露，根据不同硬件配置，灵犀 X2系列定价在10万到40万元之间，预计今年出货量会在数千台左右。(科创板日报) ...

专题：专题｜深交所2025全球投资者大会：投资中国就是投资未来 文 | 新浪财经 徐苑蕾 5月19日至20日，深交所2025全球投资者大会在深圳举行。大会主题为"新质生产力：投资中国新机遇 ——开放创新的深圳市场"。大会期间，乐聚机器人创始人、董事长冷晓琨与新浪财经对话。 乐聚机器人是一家由哈工大学生创立的智能机器人研发和生产企业，自2016年成立以来已获腾讯、深创 投、洪泰基金等战略投资。 谈及机器人行业的发展趋势，冷晓琨表示，具身智能产业沿着大脑、小脑、本体这三个方向发展，通过 场景打磨逐渐成熟并实现产业化，这条路线正确且前景广阔。 与此同时，冷晓琨坦言，在研发过程中，大脑相关的技术问题尚未通过产业化验证。不过，目前资金大 量涌入行业，国家政策也在引导，他认为，通过市场的场景选择，技术会逐渐收敛至一条可以应用和产 业化的路线。 冷晓琨认为，现在是行业的高峰期，但是今年年底、明年年初在市场选择过程中可能会出现低谷期，但 低谷不是对行业的否定，只是探索过程中产业发展的必然规律。未来2至3年，最多5到10年内，行业将 呈现指数级增长趋势。 目前，乐聚机器人已推出多款智能机器人产品及衍生品，并且在科研教育、智慧医 ...

Group 1 - The China Securities Robot Index decreased by 0.50% as of May 21, 2025, with mixed performance among constituent stocks, including Xunbang Intelligent reaching a 20% limit up and Dongjie Intelligent rising by 3.67% [1] - The Robot Index ETF (159526) has seen a cumulative increase of 9.45% over the past month, ranking first among comparable funds [1] - The Robot Index ETF recorded a turnover rate of 3.18% during trading, with a transaction volume of 17.47 million yuan, and an average daily transaction volume of 39.89 million yuan over the past week, ranking in the top three among comparable funds [3] Group 2 - The Robot Index ETF has experienced a significant growth of 127 million yuan in scale over the past three months, ranking in the top three among comparable funds [3] - The ETF's share count increased by 37.4 million shares over the past six months, also ranking in the top three among comparable funds [3] - The latest financing buy-in amount for the Robot Index ETF reached 1.37 million yuan, with a financing balance of 12.27 million yuan [3] Group 3 - Tesla's Optimus showcased its capabilities in California, demonstrating applications such as dancing, with the company stating that the robot learned in a simulated environment without additional real data adjustments [4] - Elon Musk mentioned at the Saudi-US Investment Forum that the number of humanoid robots could eventually reach hundreds of billions, potentially transforming the global economy [4] - Minsheng Securities reported that humanoid robot technology is rapidly evolving, becoming a new frontier in technological competition and a key driver for future industries and economic development [4]

Core Viewpoint - The robotics ETF (562500) has shown significant growth in terms of net inflow, trading volume, and overall performance, indicating strong investor interest in the robotics sector [3][4]. Group 1: ETF Performance - As of May 20, the robotics ETF has seen a net value increase of 23.80% over the past year [4]. - The ETF's highest single-month return since inception was 26.22%, with an average monthly return of 7.74% [4]. - The ETF has a historical three-year holding profit probability of 70.00% [4]. Group 2: Trading Activity - The robotics ETF experienced a trading volume of 1.04 billion yuan, with a turnover rate of 0.79% [3]. - In the last 19 trading days, the ETF attracted a total of 389 million yuan in net inflow [3]. - The ETF's financing net purchase amount reached 1.635 million yuan this month, with a financing balance of 798 million yuan [3]. Group 3: Fund Characteristics - The management fee for the robotics ETF is 0.50%, and the custody fee is 0.10%, making it one of the lowest in its category [4]. - The ETF has a tracking error of 0.017% over the past six months, indicating high tracking precision compared to its peers [4]. - The ETF closely tracks the CSI Robotics Index, which includes companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [4].

Core Insights - The development of robotic dexterous hands is crucial for integrating robots into daily life, representing a significant engineering and scientific challenge [1][3] - Current robotic hands are inspired by human anatomy but still lack the full range of dexterity and functionality found in human hands [2][3] Group 1: Current State of Dexterous Hands - Robotic dexterous hands have evolved from simple end-effectors to more complex designs capable of multi-angle and multi-task operations, such as opening bottles and handling delicate objects [2] - The integration of tactile and force sensors allows robots to perceive object characteristics like shape and temperature, enhancing their operational capabilities [2][6] Group 2: Development Challenges - Achieving a fully functional robotic hand involves overcoming several challenges, including miniaturization, agility, and cost [7][8] - Increasing the degrees of freedom in robotic hands complicates the design and requires advanced integration techniques [7] - Current limitations in response speed and control algorithms hinder the dexterity of robotic hands, necessitating improvements in sensor technology and motor responsiveness [7][8] Group 3: Future Prospects - The path to making dexterous hands commercially viable includes optimizing design for mass production and balancing performance, cost, and reliability [8] - The ongoing training and data accumulation processes are essential for enhancing the dexterity and operational efficiency of robotic hands, akin to a child's learning process [8]

Market Overview - On May 20, 2025, the Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) rose by 1.08%, with Zhongyou Technology leading the gains at 5.56%, followed by Stone Technology and Chip Origin [1] - The Robot ETF (562500) increased by 0.35%, with Xinbang Intelligent surging by 19.99%, and other stocks like Dongjie Intelligent and Weichuang Electric also seeing gains exceeding 5% [1] - The trading volume reached 474 million yuan, making it the top performer among similar ETFs, with a turnover rate of 3.6%, indicating active market participation [1] Key Developments - The Zhejiang Provincial Government issued measures to support AI innovation, focusing on embodied intelligence applications and establishing industry bases and public testing environments [1] - The measures encourage state-owned enterprises to develop at least 50 application scenarios in future factories and smart parks, creating "model rooms" and "experience centers" for embodied intelligence [1] - Support for smart terminal consumption includes subsidies for smart home robots and smart glasses, with a maximum of 2,000 yuan per item based on 15% of the product price [1] Company Innovations - Tencent launched the Mixed Yuan Game Visual Generation Platform, an industrial-grade AIGC game content production engine that significantly optimizes game asset generation and production processes [2] - This platform provides AI tools for game designers, enhancing the efficiency of game art design by several times [2] - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to stimulate new applications and enhance device attractiveness, with an announcement expected at the upcoming developer conference [2] Institutional Insights - CITIC Securities reported that the rapid progress of AI agents is likely to sustain an upward trend in the AI industry chain [3] - Continuous iteration of AI models and technologies benefits software companies with data, customers, and scenarios, potentially increasing ARPU and project pricing [3] - Growing demand for model privatization favors integrated machines, hyper-converged solutions, and B2B service outsourcing companies [3] Popular ETFs - The Robot ETF (562500) is the largest robot-themed ETF in the market, facilitating investors' access to the Chinese robotics industry [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is positioned as the "brain" of robotics, capturing the "singularity moment" in the AI industry with a focus on small and mid-cap stocks [5]

Group 1 - The core functionality of the national studies teaching robot developed by Beijing Ruihong, a subsidiary of Donggang Co., in collaboration with Guoxue Times, has been completed [1] - The project is currently in the content integration and testing phase [1]

5月9日，在甘肃省金昌市金川区龙首湖公园，一只警用机 器狗和民警一起开展例行巡逻。 张宏斌摄（人民图片） 3月8日，福建省福州市，小朋友在2025环梦AI智能机器 人科普展上与机器狗互动。 王旺旺摄（人民图片） 5月4日，四川省成都市洛带古镇，舞狮队伍与机器狗在广 场进行舞狮表演。 周巧旻摄（人民图片） 4月14日，机器狗在第五届消博会现场演示运送药品。 新华社记者 蒲晓旭摄 机器狗，学名四足机器人，是一种腿足式的仿生机器人。我们常说，狗是人类最忠实的朋友。近年来， 随着人工智能、机器人技术等的发展，机器狗凭借可爱的外形、多样的功能，正走入大众生活。从工业 巡检到教育陪伴，机器狗的应用领域不断拓展，其灵活的运动能力和智能交互特性，为人们的生活和工 作带来诸多便利与可能。 工作多面手 初夏时节，位于北京市顺义区的舞彩浅山峪沟登山步道上，一只贴着"防火巡查"字样的灰色机器狗正在 和森林消防巡逻队员一同巡视山林，在崎岖的山路上当起了"赛博侦察犬"。 这是一款由杭州宇树科技有限公司研发的新一代巡逻机器狗，今年3月13日正式加入北京市顺义区森防 办。据介绍，这只机器狗单体重量约12.5千克，集巡查、实时沟通、预警等多种 ...