Core Viewpoint - Cloudwalk Technology (2670.HK) has officially launched its IPO process on October 8, 2023, with plans to list on the Hong Kong Stock Exchange on October 16, 2023, marking it as the fourth "specialized technology company" to utilize Chapter 18C for listing, aimed at unprofitable companies with core technological capabilities [3][4]. Company Overview - Founded in 2014, Cloudwalk Technology focuses on developing a complete intelligent service system, not just hardware. Its self-developed HDOS (Hospitality Digital Operation System) acts as a "digital butler," enabling service robots to work smarter in complex environments like hotels and hospitals [2][10]. - The company has developed the UP series of robots, which feature a modular design allowing for quick task component changes, enhancing operational flexibility and reducing idle time [8][10]. Market Position and Financials - As of October 9, 2023, Cloudwalk Technology's IPO has raised HKD 32.98 million, with a subscription rate of 1,336 times for the public offering. The company has previously completed eight rounds of financing, attracting notable investors such as Alibaba and Tencent [4]. - The company has deployed its service robots in over 34,000 hotels and 150 hospitals globally, holding a 6.3% market share in China's service robot market, with a 13.9% share in the hotel sector [13]. Business Model and Growth - Cloudwalk Technology is transitioning from hardware sales to a "Robot as a Service" (RaaS) model, with revenue growth from CNY 161 million in 2022 to CNY 249 million in 2024, reflecting a compound annual growth rate (CAGR) of 23.2% [13][15]. - The company has seen a shift in product structure, with the "Ruan" series being phased out and the "Gegge" series showing stronger market adaptability, achieving a 68.3% year-on-year sales increase in 2024 [14]. Research and Development - The company plans to use 60% of the funds raised from the IPO to enhance R&D capabilities, including the development of multimodal models and improvements to robot algorithms [17]. - Cloudwalk Technology has over 550 authorized patents and more than 600 pending, covering key areas such as environmental perception and motion control [11]. International Expansion - In response to market saturation in mainland China, Cloudwalk Technology is focusing on international expansion, establishing a subsidiary in Hong Kong and collaborating with local hotel groups to deploy its robots [18].

Core Insights - The A-share market experienced volatility due to trade tensions, with the Shanghai Composite Index showing a significant recovery by the end of the trading day, closing down only 0.19% after a strong afternoon rally [1] - The Robot ETF Fund (159213) saw a decline of 2.77%, but there was a net inflow of over 13 million yuan, indicating increased buying interest despite the drop [1] Industry Developments - The majority of the index component stocks for the Robot ETF Fund experienced a pullback, with notable declines in companies such as Stone Technology and Ecovacs, which fell over 5% [3] - The top ten component stocks of the Robot ETF Fund include Huichuan Technology (10.82% weight, down 3.34%) and Keda Xunfei (9.19% weight, down 0.98%) [3] - Tesla's AI account announced plans to scale up humanoid robots, aiming to launch the third generation by the end of 2025 and begin mass production in 2026 [3] Market Trends - Figure AI launched its third-generation humanoid robot, Figure 03, which autonomously performed various household tasks, showcasing advancements in robotics [4] - The domestic market saw significant orders, with Zhiyuan Robotics securing a multi-million yuan contract to deploy nearly a thousand robots, marking a major milestone in the industrial robotics sector [4] - Analysts from Guotai Junan Securities highlighted the rapid commercialization of humanoid robots, emphasizing the need to monitor industry sentiment and focus on quality companies within the supply chain [4] Investment Outlook - CITIC Securities predicts that the humanoid robot sector will see accelerated production and innovation, with a focus on integrating core components and pilot projects [5] - Guoxin Securities identifies humanoid robots as a key investment area, noting the increasing volume of orders and the sector's progression towards mass production [5] - CITIC JianTou emphasizes the importance of the fourth quarter for the humanoid robot sector, anticipating continuous news flow related to capital operations and order deliveries [5] - The Robot ETF Fund (159213) is positioned as a comprehensive investment tool covering the entire robotics industry chain, from hardware to software and applications [5][7]

地点： 杭州青山湖科技城钱坞路88号 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。 2025.10.13-10.26 机器人及人工智能相关活动预告 1 全球工程大会人工智能论坛 时间： 2025.10.14 地点： 上海世博中心616会议室 主办单位： 中国自动化学会、WFEO创新技术委员会 2 第三届自主机器人技术研讨会（ARTS 2025） 时间： 2025.10.18-10.19 地点： 浙江大学（玉泉校区） 主办单位： 中国自动化学会 ...

Core Insights - The article highlights the rapid growth of the embodied intelligence robotics industry in Zhongguancun, particularly in Haidian District, which has established a comprehensive industrial chain with 264 innovative companies and 24 humanoid robot manufacturers, supported by a talent pool of 19,000 professionals [1][3][4] Industry Development - The successful hosting of the 2024 Zhongguancun Bionic Robot Competition has injected strong momentum into the industry, attracting 101 teams nationwide and showcasing breakthroughs in biobionics, mechanical electronics, and artificial intelligence [3][4] - The upcoming 2025 competition will further upgrade its scope to cover industrial, household, and security applications, solidifying Zhongguancun's position as a global hub for embodied intelligence technology exchange [3][4] Talent and Technology Integration - The competition serves as a platform for connecting talent, technology, products, and capital, accelerating the transition from laboratory results to industrial applications [4][5] - Local teams from Haidian won 20 awards in the 2024 competition, demonstrating the region's innovative ecosystem and its ability to attract and retain talent [3][4] Commercial Success Stories - The company CASBOT, which won multiple awards in the 2024 competition, successfully secured nearly 100 million yuan in angel financing and launched its first industrial-grade product, "CASBOT 01," which is designed for hazardous tasks [5][6] - Another team, BQR3, developed a four-legged robot that successfully operated in complex environments, leading to significant orders from automotive manufacturers and partnerships for security applications [8][6] Upcoming Competition Structure - The 2025 Zhongguancun Embodied Intelligence Robot Application Competition will feature three main tracks: model capability challenges, scene application competitions, and academic frontiers and industrial ecology contests, aimed at addressing industry needs and fostering rapid growth for participating teams [10][12] - The competition will provide a total prize pool of 2 million yuan and various support policies for winning teams, facilitating connections with key industry players and investment institutions [14][15]

一家名为Figure的公司最近发布了他们的最新产品——Figure 03，那么人形机器人真的快进入普通家庭 了吗？ ...

会 议将组织参会者 走进一线企业： 「 宇树科技 」「 微分智飞 」 。 我们诚挚邀请国内外学界同仁、科研工作者及行业工程师踊跃报名， 共筑新知。 2025年10月18日-19日， 第三届自主机器人技术研讨会 （ARTS 2025）将在中 国· 浙江大学 （玉泉校区）盛大举办 。 在常规学术议程基础之上，ARTS 2025 进一步推出 ARTS奖学金 、 学术辩论赛 、 学术吐槽大会 （脱口秀） 及 企业参观。 旨在打破传统会议单向输出的模 式，让思想的碰撞不止于论文宣讲，构建产学融合与坦诚对话的立体化交流场景。 了解会议详情，扫码加入 【 ARTS 2025 交流群】 ARTS 2025 组织机构 主办单位 ： 中国自动化学会 承办单位 ： 浙江大学控制科学与工程学院 上海交通大学自动化与感知学院 协办单位 ： 深蓝学院 ARTS 2025 会议议程 | | 09:00-09:10 开幕式 | | | --- | --- | --- | | | 09:10-09:20 | 处 视频 | | | 09:20-09:50 | 报告: 柔性人工肌肉技术及其机器人应用 | | | | 嘉宾: 赵慧蝉,清华大学长聘副 ...

Group 1 - The mechanical equipment industry is experiencing multiple technological breakthroughs and policy support recently [1] - In the lithium battery equipment sector, a team from the Chinese Academy of Sciences has developed an anion regulation technology that addresses the contact issues between the electrolyte and lithium electrode in all-solid-state lithium batteries, significantly improving the cycle performance of prototype batteries [1] - The humanoid robot sector has seen the release of Figure03, the third-generation mass-produced model from Figure, featuring hardware upgrades in its visual system and foot design, which, along with a restructured supply chain and manufacturing process, promotes large-scale applications [1] Group 2 - The Robotics Industry ETF (159551) tracks the robotics index (H30590), which focuses on the robotics-related industry by selecting listed company securities involved in industrial automation, service robots, and artificial intelligence to reflect the overall performance of the robotics sector [1] - The index emphasizes high-tech manufacturing and the application of intelligent technologies, effectively reflecting the development trends and market dynamics of the robotics industry [1]

机器人大讲堂获悉， 10 月 11 日，枢途科技正式对外披露已完成数千万元天使轮融资，本轮由东方富海及 兼固资本联合领投，值得一提的是， 2024 年枢途科技就拿到过数百万融资，投资方为奇绩创坛。 众所周知，数据是解决具身智能落地的最后一公里，而具身智能数据却存在采集成本高、规模化数量少、场景 多样性稀缺等问题。目前行业内主流的解决方案是采用人工数据采集方式获取高质量训练数据，仅 2025 上 半年，上海、北京及合肥等地就已构建起多个大型数采中心。 其中上海张江机器人谷，是全球唯二、全国唯一的规模化机器人数采中心，累计投放近百台数采机器人；北京 石景山首钢园人形机器人数据训练中心，累计部署超过 108 台机器人；而正在构建的合肥市具身智能机器人 数据采集预训练场预计年底将实现超 100 台机器人同时在 30 个以上细分场景开展数据采集和协同作业。 目前单台数采设备从几万到十几万不等 ，虽然行业内有部分研究机构推出低成本硬件数据采集方案，实现对 人类动作的 1:1 复刻，但在通用性与数据采集效率上，依然无法满足现有的行业发展需要。 因此谁能解决 " 低成本、高通用、多模态 " 具身智能数据问题，谁便拿到具身智能 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 在具身智能蓬勃发展的今天，高校与科研机构对兼具性能与性价比的机器人平台需求愈发迫切。然而，传 统工业机械臂不仅价格高昂、动辄数十万元，还面临开发复杂、维护困难、算法与模型配套缺失等诸多瓶 颈，严重限制了科研创新的落地效率。 为打破这一局限， BeingBeyond正式发布全球首款桌面级灵巧手机械臂——D1 。它将"机械臂 + 灵巧手 + 主动视觉系统"三大核心功能集于一体，高性价比价格 ，打造高集成度的一体化平台 ，真正实现具身智能 的即刻上手。 D1不仅拥有强大的硬件能力，更搭载自研VLA大模型 Being-H0 ，覆盖 从数据采集、模型训练到部署落地 的完整链条 ，开箱即用，开源灵活，为科研人员提供一站式、低门槛的具身智能研究平台。 灵活模块化设计，功能强大、扩展无限 D1机械臂，不止是"灵巧"，更是为科研量身打造的全能平台。它采用高度模块化架构，拥有19个自由度 （6臂 + 2头 + 11手），其中14个为主动自由度，5个为被动联动自由度，真正实现从感知到操控的全流程覆 盖。 模块解耦、接口标准，随装随用、随拆随换，是科研与教学的理想选择。 机械臂模块 ...

camera and that camera is using the quality of the dynamically at different parts of the plant every single time. So, so yeah, of course the point is flexibility. So, it's not our customers are just going to pee and mash potatoes all day long, right.They might actually be generating this ingredient. >> I think this is a big problem. ...