来源：市场资讯 自2022年以来，ServeRobotics在洛杉矶市场实现了超过5万次的配送服务，且配送完成率高达99.94%。 ServeRobotics与行业头部企业保持深度合作，业务规模持续扩大。目前，该公司已为UberEats、7- Eleven等合作伙伴完成了数万次配送。该公司计划在UberEats平台上在美国多个市场部署多达2000台配 送机器人。上个月，ServeRobotics表示将与UberEats合作，把服务扩展到芝加哥。 技术实力是ServeRobotics立足行业的核心竞争力，其主打的零排放机器人可在公共场所灵活执行送餐等 任务，精准契合外卖平台对"最后一公里"无人化配送的需求。为进一步巩固技术优势，该公司近期频繁 通过收购补全技术短板，构建更完善的技术体系。 近期，ServeRobotics收购VayuRobotics——这家企业擅长利用大规模AI模型实现城市场景下的机器人部 署。收购后，ServeRobotics计划将自身的自主技术栈、真实人行道数据集，与Vayu的AI基础模型能力、 可扩展模拟驱动数据引擎深度融合，全面提升机器人在复杂城市环境中的适应能力。 （来源：维科网机器人 ...

Core Points - The article announces the 2025 China Intelligent Robotics New Star Award, aimed at recognizing outstanding young talents in the field of intelligent robotics and related areas [2][4] - The award will be held concurrently with the 2025 China Intelligent Robotics Conference, providing a platform for nominees to showcase their work and engage with experts [2][5] Registration and Fees - Registration categories and fees are outlined: - Student participation: 1500 RMB - General participation: 2800 RMB - Corporate representatives: 3800 RMB - Payment details include bank account information and a deadline for registration by November 2, 2025 [1] Award Highlights - The award seeks candidates under 45 years old engaged in research, development, or application in intelligent robotics [2] - Key benefits for nominees include recognition by a panel led by academicians, opportunities for dialogue with experts, and a chance to present at a prestigious event [2][4] Evaluation Process - The evaluation process consists of several steps: 1. Online application submission until November 11, 2025 2. Initial screening of applications by the organizing committee 3. Invitation for successful candidates to present at the conference 4. Final evaluation by a committee of academicians 5. Award ceremony during the conference [5][6] Contact Information - For inquiries regarding the award and registration, contact details are provided, including an email address and the official conference website [6]

| ZETI | 中关村机器人产业创新中心 ENOVOGELENCEN REGIOTIES INDUSTRY INNUMATION CENTER | | 100 ● 机器人大讲堂 | | --- | --- | --- | --- | | | | | 46 | | 前 | 35 | 洞 | 大 ж | 在实现形变、行走、抓取等核心功能时，传统软体机器人往往依赖连续驱动与复杂控制系统，这使得其在能效 与灵活性之间难以实现有效平衡。自然界中的多稳态结构例如捕蝇草的快速闭合机制、折纸结构的多形态转换 特性 ， 为设计高适应性机器人提供了关键灵感：这类结构可在不同稳定形态间快速切换，展现出极强的环境 适应能力。 然而，当前多数人工多稳态结构仍受限于可重构性不足的问题，通常仅能在两至三种预设形态间实现转换。若 需实现更丰富的形态变化，往往需将多个单元组合，而这不可避免地增加了设计与驱动的复杂性，进而限制了 其在复杂场景中的实际应用。 据探索前沿科技边界，传递前沿科技成果的 X-robot投稿 。 为应对上述挑战 ，美国北卡罗来纳州立大学的 研究团队近日提出一种 基于可展曲面的多稳态薄壳 元 结构 。该结构可在无需外部锁 ...

Core Insights - The field of embodied intelligence has entered a competitive phase, with leading companies vying for larger market opportunities as of the second half of 2025 [1] - The rapid increase in humanoid robot companies indicates a growing belief in the potential of this industry, with a significant year-on-year increase in registrations [2][4] Industry Growth - As of October 10, 2024, there are 1,058 humanoid robot-related companies in China, with 205 registered this year alone, representing a 138.82% increase compared to the previous year [2] - The humanoid robot market is expected to grow significantly, with a projected compound annual growth rate of 71% from 2021 to 2030 globally, and an estimated market size of approximately 870 billion yuan in China by 2030 [4] Investment Trends - The influx of capital into the humanoid robot sector is driven by perceived market demand and strategic importance, with over half of the companies having registered capital of over 10 million yuan [4][5] - Despite the investment enthusiasm, many products remain in the experimental stage, and the path to large-scale, stable, and cost-effective commercialization is still uncertain [5] Challenges in Commercialization - The transition from competition to practical application faces significant hurdles, including technological maturity, reliance on imported components, and high costs of individual units [7][10] - The lack of high-quality data poses a major barrier to the development of embodied intelligence, as real-world data collection is costly and difficult [12] Recommendations for Companies - Companies are advised to focus on a few pilot application scenarios, fostering collaboration between robot developers and application enterprises to create replicable templates and standardized implementation paths [12] - Continuous optimization of core components and rapid adaptation to industry needs are essential for long-term growth and successful commercialization [12]

IPO Dynamics - This week, three companies are scheduled for IPO in the A-share market [1] - Two new stocks are available for subscription this week [2] Upcoming New Stock Subscriptions - On October 27, Fengbei Biotechnology (603334) will be available for subscription on the Shanghai Stock Exchange main board; on October 28, Delijia (603092) will also be available for subscription [3] Market Highlights - Leju Robotics has completed its corporate restructuring and is advancing its IPO plan, having recently secured nearly 1.5 billion yuan in Pre-IPO financing from investors including Shenzhen Investment Control Capital and Shenzhen Longhua Capital [5] - The company aims to enhance core technology research and development, deepen industry chain layout, and promote large-scale production and diversified applications of humanoid robots [5] - Leju Robotics, established in 2016, focuses on the independent research and development and industrialization of core humanoid robot technologies, having developed a comprehensive technology system and launched various robot products [5] Recent Listings and Approvals - On October 21, Jianxin Superconducting successfully passed the review for listing on the Sci-Tech Innovation Board [6] - On October 22, Marco Polo (001386) was listed on the Shenzhen Stock Exchange main board [6] - On October 24, Chaoying Electronics (603175) was listed on the Shanghai Stock Exchange main board [6] Hong Kong Market Insights - Hong Kong Exchanges and Clearing CEO, Charles Li, noted that approximately 300 companies are waiting for IPO approval, with half from new economy sectors such as electric vehicles, renewable energy, artificial intelligence, new materials, and biotechnology [7] - From January to September, over 60 companies listed in Hong Kong, raising a total of 182.9 billion HKD, ranking first globally [7] - The increase in IPO activity is attributed to economic stimulus policies and the emergence of new technology companies [8] Market Connectivity - The mutual market access mechanisms, including the Shanghai-Hong Kong Stock Connect, are highlighted as a key factor in attracting capital inflow and enhancing market activity [8] - The influx of exciting new tech companies has drawn global investor attention, contributing to the vibrancy of both the Hong Kong and mainland markets [8]

Group 1 - The Robot ETF (562500) is experiencing a moderate rebound, with the latest price at 1.018 yuan, up 0.89% from the previous close, indicating stable market sentiment [1] - Among the 73 constituent stocks, 66 have risen while 7 have fallen, showing a general recovery in the sector, with leading stocks including Weichuang Electric, Jingpin Special Equipment, and Jingye Intelligent [1] - The overall market style is growth-oriented, with mechanical automation and intelligent manufacturing sectors leading the performance [1] Group 2 - Hangzhou Yushu Technology Co., Ltd. has recently been granted a patent for a robot joint control method and system based on motion capture technology, aimed at improving human-robot collaboration and natural interaction [2] - The patent addresses the limitations of existing robot joint control solutions, enhancing the flexibility of robots to better express the operator's intentions and handle complex operations [2] - Guotai Junan Securities notes that the humanoid robot industry is rapidly commercializing, emphasizing the need to focus on industry dynamics driven by events in the short term and quality companies in the long term [2] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering various segments such as humanoid robots, industrial robots, and service robots, facilitating investors' access to the entire robot industry chain [3]

Core Insights - The unveiling of the humanoid robot pilot base and application promotion center in Hangzhou marks a significant advancement for the company in the transition from technology research and development to industrial implementation [1] Company Developments - The pilot base serves as an important industrial service platform built through collaboration between government and enterprises, highlighting the strategic importance of public-private partnerships in the robotics sector [1] - The company has established strategic cooperation with other players in the robotics industry chain, such as Changyuan Donggu [1] - Financing agreements were signed with entities like the Guoxin Fund, indicating strong financial backing for future projects [1]

Group 1 - The Robot ETF (159770) has seen a 1.63% increase, with a trading volume of 4.30 billion yuan and a turnover rate of 4.83% [2] - Notable stocks tracking the index include Weichuang Electric (688698) up 4.79%, Jingpin Special Equipment (688084) up 4.55%, and Jingye Intelligent (688290) up 4.32% [2] - The Robot ETF has achieved a net subscription of 1.67 million shares, indicating strong investor interest [2] Group 2 - The Robot ETF has experienced a significant growth of 4.05 billion yuan in the past week, reaching a new high of 8.398 billion shares [3] - Over the last six days, the ETF has seen continuous net inflows, with a peak single-day inflow of 97.0674 million yuan, totaling 268 million yuan [3] - The ETF closely tracks the CSI Robot Index, providing investors with an efficient tool to invest in the entire robotics industry chain [3] Group 3 - Alibaba's Quark has launched a dialogue assistant powered by its self-developed Qwen model, marking a strategic move to compete with ChatGPT in the AI sector [4] - Zhiyuan Robotics has partnered with Anta and Xiaolu Intelligent to create an "AI + Robotics" digital operation ecosystem, integrating their core strengths for smart upgrades in sports technology [5] Group 4 - Chongqing is accelerating the application of construction robots, aiming to implement over 50 pilot projects by the end of 2025, with a focus on prefabricated and green buildings [6] - CITIC Construction Securities remains bullish on the robotics sector, citing the acceleration of Tesla's Optimus and the completion of high-valuation financing for Figure, indicating a favorable market environment [6]

Group 1: Core Insights - The company Leju Robotics has completed nearly 1.5 billion yuan in Pre-IPO financing and is preparing for an IPO [1][4] - The investment environment in the humanoid robotics sector is characterized by both "structural warming" and "bubble clearing," with capital increasingly concentrating on leading enterprises [3] - Leju Robotics has significantly increased its localization rate from 5% to 95% through strategic investments in its supply chain [7] Group 2: Investment and Financing - The recent financing round for Leju Robotics involved multiple investors, including Shenzhen Longhua Capital and Tencent Industrial Win-Win Fund, marking a total of six financing rounds since its inception [2] - As of October 22, 2025, there have been 134 investment events in the humanoid robotics sector, indicating sustained interest despite market fluctuations [2] Group 3: Industry Trends and Future Outlook - Experts predict a potential "capital winter" in the humanoid robotics sector in the coming years, which may lead to a survival of the fittest scenario for many startups [3] - Leju Robotics is focusing on deepening its industrial chain layout and enhancing application scenarios, with plans to continue expanding its product lines and partnerships [6][7]

Core Insights - The article discusses the rising trend of using household chore videos as high-value training data for humanoid robots, with companies like Encord, Micro1, and Scale AI actively purchasing this content [7][10][19]. Industry Overview - The robotics sector is currently experiencing significant investment, with venture capital in the field reaching $12.1 billion this year alone [10]. - There is a notable data scarcity issue in the robotics industry, as robots require real-world training data that is not readily available like internet datasets for language models [11]. Data Sources - Training data for robots can be sourced from two main paths: real-world data and synthetic data [12]. - Real-world data can be collected through precise equipment that remotely controls robots, capturing detailed physical interactions [12][14]. - Synthetic data is generated in virtual environments, allowing for the creation of numerous action variations at a lower cost [16]. Data Processing Strategies - Companies are combining real and synthetic data to address the scarcity of quality training data, utilizing a small amount of real-world data alongside large volumes of synthetic data [18]. - Encord has reported a fourfold increase in data processing this year compared to last year, with high compensation for high-skill task videos reaching $150 per hour [19]. Market Demand - Demand for training data is coming from companies like Physical Intelligence and Boston Dynamics [22]. - Some startups are even advertising for users to film household chores for as little as $10 to $20 per hour [23]. Data Availability Challenges - Despite efforts from various companies, high-quality training data remains scarce, with the largest available datasets only amounting to about 5,000 hours, which is insufficient for training needs [26].