FlexiRay 与人手感知模态对比及应用场景示意图 在软体机器人交互领域，长期存在着一对核心矛盾：结构柔顺性与感知精确性难以兼顾。传统视触觉传感器（ VTS ）虽能提供高分辨率反馈，但往往依赖刚性结 构以维持光路稳定，牺牲了软体抓手本质的柔顺适应能力；而现有的柔性传感器设计，在大变形下又面临视野遮挡和感知盲区的难题。 浙江大学 Grasp Lab 研发的视触觉一体化软体夹爪 FlexiRay ，以"光学系统 - 柔性结构 -AI 感知"的深度融合为核心路径，创新性地结合了仿生 Fin Ray 效应与 多反射镜光学阵列，成功复现了人手的五大核心触觉模态。 FlexiRay 不仅保留了软体抓手的大变形自适应能力，更在剧烈形变下实现了超过 87% 的有效感知覆 盖率，为软体机器人的智能化交互开辟了"全域感知、柔顺操作"的新赛道。 FlexiRay 柔顺抓取的纹理效果及感知覆盖示意图 ▍ 结构与光学革新：化 "遮挡"为"视窗"，重构柔性感知视野 机械结构与光学系统的协同设计是 FlexiRay 的硬件基石。 Grasp Lab 团队突破了"限制形变以保视觉"的传统思路，转而利用形变，通过系统级优化解决了软体抓 手大 ...

Core Insights - The robotics industry in China is experiencing significant advancements, highlighted by Xpeng's humanoid robot performance, showcasing lifelike features enabled by PollyPolymer's bionic muscles [1] - PollyPolymer has established R&D partnerships with over 20 leading robotics companies in China, indicating a collaborative approach to innovation in the sector [2] - The company has developed specialized materials for humanoid robots that meet critical performance criteria, including high elasticity and superior wear resistance, with a modified molecular structure allowing for a 300% elongation rate [3] Company Overview - PollyPolymer, founded in 2017, is based in Suzhou, Jiangsu province, and has developed proprietary 3D printing technology that enhances printing speed by up to 100 times compared to traditional methods [4] - The company has around 10,000 material formulations and has achieved a production capacity of 2 million pairs of 3D-printed shoes, which is expected to double by 2026 [5] - Shoes currently account for 60% of PollyPolymer's total revenue, with the company aiming to increase the market share of 3D-printed shoes from less than 0.1% to 10% within seven years [5] Product Applications - PollyPolymer supplies components such as highly elastic soles and lightweight vamps to brands like Cole Haan, Skechers, and Peak Sport Products, and also produces entire shoes printed as a single piece [6] - The bionic muscles developed for Xpeng and joint cushioning kits for UBTech Robotics demonstrate the company's versatility in providing advanced materials for various robotics applications [3][6]

短短两年时间内，在一个技术飞速迭代的前沿赛道进行早期投资，获得超过四倍的账面回报，相信这样 的投资战绩在市场上已属罕见。如若再叠加另一重信息，在其约20家机器人被投企业中，预计明年将有 约4家公司能够上市，其投资最终呈现的成果相信也将超越大多数市场投资人的线性预期。 当这样一份惊艳的成绩单摆在眼前，显然大家的目光将不不再只聚焦于结果，而是更想探寻这背后"操 盘手"究竟秉持着怎样的投资逻辑？ 近日，格隆汇专访首程控股董秘康雨，通过这次深度访谈中，我们得以揭开首程控股布局机器人产业背 后的战略面纱。从中不难看到，该公司自一开始押注这一赛道，就并非简单的财务投资叙事，而是沿 着"价值发现、价值创造、价值共享"的清晰脉络，系统性地构建一个从上游核心材料、中游链主企业， 直至下游真实场景的完整产业生态。 眼下来看，首程控股所做的这一切，或也为理解如何在机器人这个充满不确定性的黄金赛道中，实现可 持续的增长与共赢，提供了一个超越传统范式的样本。 01 从"掐尖"龙头到穿透产业链的精准布局 "现在我们的账面回报已经超过四倍了，明年肉眼可见的肯定不止这个四倍了。"康雨在访谈伊始便给出 了一个具象的锚点。 从2024年4月首笔 ...

Core Insights - The article discusses the evolution of the humanoid robot industry in China, highlighting the transition from initial hype to a more stable valuation driven by technological advancements and market demand [2] - The financing landscape for the robotics sector has seen unprecedented growth, with a significant increase in investment events and amounts, indicating strong investor interest [3][6] - The year 2025 is identified as a pivotal point for the commercialization of robotics, with many companies achieving substantial order volumes and preparing for mass production [11][12] Financing Boom - The field of embodied intelligence has experienced a record number of financing events, with 610 new financing incidents in the Chinese robotics industry in the first three quarters of 2025, doubling from 294 in the same period last year [3] - Cumulatively, domestic robotics startups raised approximately 500 billion yuan in the first three quarters of 2025, 2.5 times more than the previous year, with Q3 alone accounting for 198.13 billion yuan, a 172% year-on-year increase [6] - The top 10 companies captured about 40% of the total financing amount, indicating a trend of capital concentration [6] IPO Surge - 2025 is referred to as the "securitization year" for humanoid robots, with over ten companies submitting IPO applications [7] - Companies like Extreme Intelligence and Cloud Trace Technology have successfully listed on the Hong Kong Stock Exchange, while Yushu Technology is expected to become the first humanoid robot stock in A-shares [7][8] Order Growth - The year 2025 marks a critical turning point for the Chinese robotics industry, with many companies achieving annual orders exceeding 1 billion yuan [11][12] - Notable companies include UBTECH with nearly 14 billion yuan in orders, Yushu Technology with close to 12 billion yuan, and Yuejiang Robotics with approximately 11 billion yuan [12][13] Mass Production Milestone - Both multinational and domestic companies are accelerating preparations for mass production, with a focus on achieving cost and scale milestones by 2026 [14] - Tesla plans to launch its third-generation Optimus in Q1 2026, with a dedicated production line aiming for an annual output of 1 million units [14] - Domestic players like Yushu and ZhiYuan are also initiating mass production plans, indicating a shift from technology competition to manufacturing and commercial competition [14] Supply Chain Revolution - The cost of manufacturing a humanoid robot using the Chinese supply chain is projected to be around $46,000 in 2025, significantly lower than the $131,000 cost without it [24][25] - The ongoing optimization of the Chinese supply chain is expected to reduce costs further, with projections of BOM costs dropping to $16,000 by 2034 [24] Conclusion - The acceleration of IPOs and order fulfillment in the robotics sector is expected to boost market sentiment [28] - The humanoid robot industry is at a critical juncture, akin to the early days of the electric vehicle market, with a focus shifting from emotional investment to tangible progress in orders, capacity, and technology breakthroughs [28]

Core Insights - The article discusses a significant study published in "Science Robotics" that provides robust clinical evidence for the use of robotic therapy in treating children with Autism Spectrum Disorder (ASD) [1][4]. Group 1: Clinical Challenges - Traditional therapies for ASD face challenges due to children's difficulties in social interaction and communication, leading to a decline in interest and attention during repetitive training sessions [5]. - Robots are seen as potential ideal therapists due to their predictable behavior and ability to maintain children's interest, but past research has lacked sufficient clinical evidence [5] [6]. Group 2: Research Design - The study employed a rigorous methodology, conducting both efficacy and effectiveness trials to assess the therapy's performance under ideal and real-world conditions [6][7]. - The efficacy trial involved 69 children aged 4.4 years on average, comparing robot-assisted therapy (RAT) with standard human therapy (SHT) across three core skills: imitation, joint attention, and turn-taking [8][10]. Group 3: Key Findings - Both trials confirmed that robot-assisted therapy achieved statistically equivalent results to traditional therapy in improving core social skills [12]. - Children showed significantly higher engagement with robots, evidenced by increased eye contact (8.01 vs. 5.54) and smiles (7.72 vs. 3.80) during tasks, addressing the issue of declining interest in traditional therapies [16]. - The simplified version of the robot therapy platform was effective even in real educational settings, demonstrating its potential as a supplementary tool [18]. Group 4: Broader Implications - The study establishes a standardized protocol for robot-assisted interventions, moving beyond fragmented explorations in the field [20]. - The high engagement levels provided by robots offer new solutions to motivation issues in traditional therapies, transforming repetitive exercises into interactive games [21]. - Future research aims to enhance robot capabilities with advanced sensors and AI for more personalized interactions, making the technology accessible to a broader audience [21].

Core Insights - The autonomous driving industry has experienced significant developments this year, focusing on technology, cost, and efficiency improvements as it matures [1] - There has been a notable shift in talent, with many professionals transitioning to other sectors like L4, embodiment, and drones, while algorithm talent in autonomous driving remains highly sought after [1][2] - Major technological advancements in autonomous driving have consolidated around key areas such as end-to-end systems, VLA, world models, and reinforcement learning, with many midstream companies actively hiring [3] Industry Trends - The autonomous driving sector is seeing an increase in B-end clients and a movement towards offline engagement, while C-end services are becoming more specialized [1] - The community of paid members in the autonomous driving sector has surpassed 4,000, indicating growing interest and engagement in technology development and job opportunities [3] - The industry is characterized by strong collaboration capabilities among professionals who have experience with large clusters and corner cases, which are lacking in other sectors [2]

Group 1 - Tesla's Cybertruck chief engineer shared a humorous video of a Chinese robot, the Yushu G1, performing synchronized combat moves, which included a comical moment where the robot kicked the engineer and then squatted down to laugh [1] - Elon Musk has shown repeated interest in Chinese robotics, recently commenting on a performance featuring six Yushu G1 robots dancing in sync with singer Wang Leehom, which garnered over 40 million views globally [3] - Musk expressed respect for Chinese competitors in the robotics field, stating that Tesla and Chinese companies will lead the market, highlighting the intelligence and diligence of the Chinese workforce [6]

Core Insights - The article highlights the rapid evolution and market integration of Chinese robots, showcasing their transition from competition to practical applications in various sectors by 2025 [1][3]. Group 1: Market Performance and Production - In 2025, Chinese humanoid robots achieved significant milestones, including winning the 100-meter race at the World Humanoid Robot Games with a time of 21.50 seconds [3]. - The production capacity of industrial humanoid robots is expected to reach 5,000 units by 2026 and expand to 10,000 units by 2027, driven by leading manufacturers [3]. - In the first three quarters of this year, China produced 595,000 industrial robots and 13.5 million service robots, surpassing the total production for 2024 [3]. Group 2: Technological Advancements and Applications - Chinese robots have made breakthroughs in various applications, including logistics, healthcare, and education, moving from "technical validation" to "social practice" [4]. - The concept of "embodied intelligence" has been incorporated into government planning, indicating a strategic focus on future industries [4][5]. - Cities like Beijing, Shanghai, and Shenzhen are actively promoting the deployment of humanoid robots across multiple sectors, aiming to create large-scale industrial clusters [5]. Group 3: Global Expansion and Market Strategy - In the first three quarters, China's exports of industrial robots increased by 54.9% year-on-year, reflecting a strong push into international markets [7]. - Chinese companies are expanding globally through acquisitions, establishing overseas R&D centers, and building marketing networks [7]. - Robots are being utilized in various international settings, including serving as guides at the Osaka Expo and assisting in logistics at educational institutions in Germany [7]. Group 4: Policy and Future Outlook - Continuous policy support is facilitating the integration of robots into everyday life, with a focus on balancing innovation with potential risks [9]. - Experts emphasize the need for proactive governance strategies to address challenges such as data security, ethical dilemmas, and employment impacts as the robot industry grows [9].

Group 1 - The core focus of the news is on the interaction between Tesla's Cybertruck chief engineer and a Chinese robot, the Yushu G1, which humorously mimicked the engineer's actions during a test [1] - Elon Musk engaged with the content by sharing a laughing emoji in the comments, indicating his amusement at the robot's antics [3] - The Yushu G1 robot has gained attention for its performance, including a synchronized dance with singer Wang Leehom during a concert, showcasing its advanced capabilities [4] Group 2 - The Yushu G1 robot's performance at the concert included complex movements, such as a high-difficulty "Webster flip," which impressed audiences and garnered significant online attention, exceeding 40 million views globally [4] - The introduction of humanoid robots in entertainment settings, like the concert, highlights the growing interest and investment in robotics technology within the industry [4][7]

评委团根据机器人舞蹈的技术执行与难度、艺术表现与编舞、综合印象与娱乐性、机器人设计与控制、动作执行精准度等多维度综合评分，结合观众打分， 最终评选出各大奖项。经过激烈角逐，最高奖项"机甲舞王奖"由广西人工智能学院与桂林中电广信科技有限公司联合组建的Robo-Style骑士队斩获；广西人 工智能学院的科技舞灵队、浙江理工大学学生组建的G1_Breaking队荣获"星际舞魂奖"；广西北投信创科技投资集团有限公司的硅基MIMIC战队、浙江杭州 机器人爱好者组建的钱潮舞士队、上海纵深极创科技有限公司组建的纵深灵智队等3支队伍摘得"智能舞杰奖"。 人形机器人产业是人工智能技术落地应用的重要载体之一，大赛为国内外顶尖人形机器人技术提供了真实场景的"压力测试"，为人工智能成果面向世界的展 示推广搭建了直观秀场，成为推动人工智能与文旅、教育等领域深度融合的具体探索。 本报讯（记者韦静）12月27日，2025首届国际人形机器人街舞邀请赛在南宁落下帷幕。作为全球首个聚焦"人形机器人+国潮街舞"的国际赛事，这场跨越山 海的科技文化盛宴，既铺展出人形机器人领域的顶尖技术长卷，也架起中国与东盟技术共鸣和文化互鉴的桥梁。 本次赛事是广西 ...