商务合作 商务活动｜宣传推广｜转载开白等 联系电话｜18355423366 END 如果内容对您有所启发，欢迎在评论区留言 请 点赞 、 转发 、 小心心 ，将公众号设置为 星标 9 机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初， 工业和信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密 度较2020年实现翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质 量发展的能力明显增强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机 器人有望成为继计算机、智能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来两周国内外机器人及人工 智能领域行业活动活动榜单 ，供大家参考。 2025.12.19-2026.01.11 机器人及人工智能相关活动预告 1 2026年美国拉斯维加斯消费电子展览会(CES 2026) 2 2026年人工智能与金融科技国际学术会议（IC-AIF 2026） 3 第二 ...

宁波华翔12月29日公告，公司子公司华翔启源与潜行未来签订战略合作协议，双方将在具身智能机器 人，特别是四足机器人产品的研发、制造和销售服务等领域加强合作。潜行未来创始人为国内资深四足 机器人团队，其多年来深耕行业级应用赛道。 ...

Core Viewpoint - The collaboration between Yushu Technology and JD.com marks the opening of their first physical store in Beijing, showcasing various robotic products and providing an interactive experience for customers [1] Group 1: Store Opening Details - The store will officially open on December 31 in JD MALL (Beijing Shuangjing Store) [1] - It is the first offline store created by the partnership between Yushu Technology and JD.com [1] Group 2: Product Offerings - The store features a range of products including the Go2 quadruped robot dog and the G1 humanoid robot [1] - An immersive interactive experience area is set up for users to engage with the robotic products [1] Group 3: Purchasing Options - Customers can experience the robotic products in-store and complete purchases directly [1] - The store supports scanning product QR codes to access the official mini-program for self-service ordering, with options for in-store pickup or home delivery by JD.com [1]

Core Viewpoint - The humanoid robot industry is transitioning from a "dream phase" to a "calculation phase," highlighting the need for commercial viability and actual orders to sustain investment interest [4][5]. Group 1: Market Dynamics - The humanoid robot market is experiencing a split between hype and reality, as evidenced by the closure of K-Scale Labs, which struggled to convert its demo into a sustainable business model [3][5]. - In 2025, humanoid robots are expected to find their primary application in industrial settings, particularly in manufacturing, where standardized processes allow for better integration [8][12]. - The demand for humanoid robots is primarily driven by the automotive industry, with companies like UBTECH securing significant orders, including a project worth 90.51 million yuan from a car technology firm [9][12]. Group 2: Investment Opportunities - The investment landscape has shifted, with investors now prioritizing companies that can demonstrate actual orders and commercial viability over those with merely impressive demos [5][6]. - The potential for humanoid robots to fill labor gaps in manufacturing is significant, with a reported ROI of 1.2 years for each robot deployed in automotive factories [12][22]. - Companies like UBTECH, Zhiyuan, and Yushun are positioned to dominate the market due to their ability to collect and utilize industrial data, creating a competitive advantage [20][21]. Group 3: Future Projections - The humanoid robot market is expected to undergo a consolidation phase, with leading companies likely to capture the majority of market share, creating a "winner-takes-all" scenario [20][21]. - By 2026, humanoid robots are anticipated to achieve significant commercial viability, with companies focusing on data collection and model iteration to enhance their offerings [16][17]. - UBTECH is projected to achieve revenues of 1.864 billion yuan, 2.664 billion yuan, and 3.686 billion yuan in 2025, 2026, and 2027 respectively, indicating a path toward profitability [23].

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 今日早盘，大盘震荡走强，人形机器人板块下探蓄力后加速反弹。截至10:18，国证机器人产业指 数上涨0.8%，成分股中，昊志机电涨超7%，步科股份、绿的谐波、兆威机电涨超3%，相关ETF中，机 器人ETF易方达（159530）盘中净申购超1亿份，该产品上周连续5日获资金布局，合计近8亿元。 消息面上，2026北京亦庄人形机器人半程马拉松将于明年4月19日鸣枪开跑，赛事将为机器人配备 智能计时设备，实时统计成绩排名。此外，赛事将在鼓励参赛机器人更自主、更长续航、更拟人、更强 适应力这四大方向进行引导，促进人形机器人技术突破与产品提升。 机构分析认为，人形机器人产业正从概念验证迈向商业落地，标志性事件频发，量产临界点加速逼 近；资本引擎启动，公司治理规范化，为大规模融资和量产铺平道路；量产目标明确，头部企业竞相设 定清晰时间表 ...

Group 1 - Elon Musk emphasized that artificial intelligence (AI) and robotics are the only pathways to achieve universal prosperity, stating he is doing everything possible to make this a reality [2][5] - Musk previously claimed that once AI and robotics reach a certain stage, work and money will no longer be essential for human life, advocating for governments to provide high income to all citizens [5] - The global AI industry market size reached $538.1 billion in 2023, with a compound annual growth rate (CAGR) of 19.21% over three years, indicating significant growth potential [5] Group 2 - The global robotics industry is highly competitive, encompassing industrial, service, and special robots, with major players including Yaskawa Electric, ABB, KUKA, and Boston Dynamics [7] - The global robotics market size exceeded $66 billion in 2023, with a five-year CAGR of 11.27%, suggesting a promising future for the industry [10] - Robotics applications have expanded from traditional manufacturing to sectors such as healthcare, logistics, and agriculture, enhancing efficiency and reducing labor costs [7][10] Group 3 - The integration of AI, big data, and the Internet of Things is driving the robotics industry towards greater efficiency, flexibility, and intelligence [10] - Despite the potential of AI and robotics to drive universal prosperity, challenges such as technological bottlenecks, data security, and privacy concerns remain [12][13] - The widespread adoption of AI and robotics may lead to significant unemployment, necessitating workforce retraining and transition strategies [13]

截至10：02，国证机器人产业指数（980022）飙涨0.7%，成分股中，昊志机电涨2.65%、步科股份涨 2.09%、领益智造涨1.88%，奥普光电跌2.61%、航天智装跌1.93%、奥普特跌1.92%。 资金方面，机器人ETF易方达（159530）跟踪国证机器人产业指数，资金连续5日净流入，合计"吸 金"超7.8亿，近20日"吸金"超14亿；最新基金规模达138.63亿，为跟踪国证机器人指数的ETF中，唯一 规模破百亿元的产品。截至发稿，机器人ETF易方达（159530）盘中获净申购8900万份。 国海证券认为，电动化与智能化浪潮下，国内外人形机器人产品问世并不断迭代，有望开辟比汽车更广 阔的市场空间，人形机器人产业链将迎来"从0至1"的重要投资机遇。机器人从本体到零部件商持续开展 产品迭代，同时快速推进业务合作和场景应用，积极探索人形机器人规模化量产和商业落地，人形机器 人产业或迎来"ChatGPT时刻"。 国证机器人产业指数特点鲜明：1.指数人形机器人含量居首：指数中人形机器人相关公司权重显著高于 同类指数；2.指数聚焦高成长龙头：前十大权重股占比约40%，涵盖汇川技术、科大讯飞、石头科技等 细分领域 ...

Core Insights - The 15th Five-Year Plan (2026-30) emphasizes high-quality development, technological self-reliance, comprehensive reform, cultural progress, improved quality of life, and national security [1][5][20] - The plan aims to enhance China's modernization and provide stability in a volatile global environment [1] Technological Advancements - The rise of international tourism in China showcases the country's technological progress, with foreign visitors experiencing innovations firsthand [2] - American vlogger Christian Grossi highlighted the advanced technology in China, particularly a wearable exoskeleton robot that aids mobility, which has gained significant online attention [3][4] - The exoskeleton robot is affordable, priced under $1,000 for purchase or $22 for rental, contrasting sharply with higher costs in the U.S. [9][10] Robotics and AI Integration - The development of robotics is a strategic focus for China, with an emphasis on enhancing national capacity for research and innovation [5][16] - Robotics applications are expanding, including devices that assist the elderly and disabled, showcasing the integration of AI in daily life [11][12][14] - The efficient supply chain in the Guangdong-Hong Kong-Macao Greater Bay Area supports the production of these technologies, keeping costs low [10] Demographic Considerations - By the end of 2024, over 310 million people in China will be aged 60 and above, representing 22% of the population, increasing the demand for eldercare solutions [13] - Innovations in eldercare, such as robotic exoskeletons and smart toileting robots, are addressing the needs of an aging population while reducing caregiver burdens [14][15] National Innovation Strategy - The Recommendations for the 15th Five-Year Plan stress the importance of integrating education, science, technology, and human resources to boost innovation [18] - China's R&D expenditure exceeded 3.6 trillion yuan in 2024, marking a 48% increase from 2020, with R&D intensity surpassing the EU average [21] - The focus on technological self-reliance and innovation is seen as essential for driving economic growth and establishing China as a leader in science and technology [20][22]

Industry Overview - The global robotics industry is entering its "breakthrough era," with a market valuation projected to reach $50 billion by late 2025, reflecting an 11% increase from 2024 [1] - In the U.S., the robotics industry is driven by nearshoring initiatives and supply chain resilience, with the industrial robot market expected to reach approximately $3.7–$3.8 billion in 2025 [2] - By 2028, global installations of industrial robots are anticipated to exceed 700,000 units annually, with the adoption of the Robot-as-a-Service (RaaS) model expected to lower barriers to automation for small and medium enterprises [4] Technological Advancements - The industry is moving towards the "humanoid pilot" phase by 2026, with major companies like BMW and Amazon integrating bipedal robots into logistics, featuring neuromorphic chips for energy efficiency [3] - The integration of robots and AI into hybrid workplaces is a key focus as companies adapt to new technologies [5] Company Insights Emerson Electric Co. (NYSE:EMR) - Emerson Electric Co. is ranked seventh among promising stocks, with a price target upside of 13.48% and a year-to-date return of 11.07% [10] - The company has seen a significant expansion in gross and EBITA margins by 600–700 basis points, attributed to enhanced pricing power and productivity gains [11] - Jefferies downgraded EMR from Buy to Hold, citing a more balanced risk-reward profile following its portfolio transformation [12] QUALCOMM Incorporated (NASDAQ:QCOM) - QUALCOMM is ranked sixth, with a price target upside of 14.41% and a year-to-date return of 13.78% [14] - The company completed a $2.4 billion acquisition of Alphawave Semi, enhancing its infrastructure strategy and positioning for AI-driven demand [15] - QUALCOMM's technologies are crucial for robotics, enabling autonomous robots and smart machines with edge AI and real-time 5G connectivity [18]

Group 1 - The core viewpoint of the news highlights the significant performance and growth of the Robot ETF (159770), which has seen a net inflow of 2.41 billion yuan recently, with a total net inflow of 83.57 billion yuan year-to-date, making it the largest in its category in the Shenzhen market [2][3] - The Robot ETF (159770) has reached a new scale of 10.416 billion yuan and a total share of 10.23 billion, both setting records since its inception [2] - The underlying index, the CSI Robot Index (H30590), has shown a slight increase of 0.19%, with notable individual stocks like Cloud Tianli Fei-U and Ruishun Technology rising over 8% and 7% respectively [1][2] Group 2 - The establishment of the Human Robot and Embodied Intelligence Standardization Technical Committee by the Ministry of Industry and Information Technology aims to address the rapid growth and standardization issues in the humanoid robot and embodied intelligence industry [3] - Beijing has over 30 humanoid robot manufacturing units, positioning itself as a leader in the domestic market, supported by significant government investment and top-tier research resources [4] - The city is advancing towards a goal of mass production capability of 10,000 units by 2026, leveraging its strengths in technology and industry innovation [4]