技术层面，公司通过自研微电子传感器与AI算法提升交互体验。其儿童机器人搭载动态微动作感应技 术，结合大模型对话系统，测试显示用户日均互动频次提升40%；成人向可穿戴设备聚焦焦虑缓解场 景，通过实时情绪监测触发反馈动作。自研体感芯片仅重4.9克，支持无外接设备动作识别，为多家头 部IP及上市公司提供合作和服务。 市场竞争方面，技术迭代速度与IP合作模式仍是主要挑战。为降低风险，「手滑科技」计划加速海外落 地，其新推出的首款成人向产品拟于2025年进入欧美市场；同时推进超低功耗芯片及无屏交互研发，进 一步压缩成本。公司透露，下一代产品将融合AI+AR技术，为文旅、教育场景提供定制化解决方案。 团队上，「手滑科技」核心成员覆盖微电子、AI算法及工业设计领域。创始人王格非拥有10年AI+IP产 品开发经验，参与多款头部IP机器人等项目；联合创始人周晨为资深设计师，参与服务过《汤姆猫》 《超人总动员》《大圣归来》等IP；技术负责人宋子健系北大博士后，持有16项专利。团队硕士及以上 学历占比80%，多为海归头部高校或大厂服务相关领域。 作者 | 林晴晴 编辑 | 袁斯来 36氪获悉，AI+机器人综合服务商「手滑科技」近日 ...

Group 1 - Tesla released a video showcasing its humanoid robot Optimus, highlighting advancements in "Sim-to-Real" training code and reinforcement learning for training [1] - Tesla aims to deploy thousands of Optimus robots by the end of the year, with a long-term goal of producing 1 million units within five years [1] - The production of Optimus robots at Tesla's Fremont factory is expected to boost profit expectations for domestic listed companies in the robotics industry [1] Group 2 - The robotics sector is experiencing a rebound in the A-share market, with significant gains in stocks such as HaiMuxing and HuaDong CNC [1] - The Robot ETF fund (562360) has seen a high trading volume, averaging 24.91 million yuan over the past 20 trading days, indicating strong market interest [1] - The Robot ETF fund tracks the CSI Robot Index, which overlaps 63% with the Wind Humanoid Robot Index, covering not only humanoid robots but also digital workshops and production line system integrators [1] Group 3 - The rapid evolution of technologies like artificial intelligence and embodied intelligence is expanding the application of robots beyond traditional industrial settings [2] - The domestic production process of robots is accelerating, with key technological breakthroughs in core components being essential for achieving autonomy in downstream industries [2] - The robot industry is poised for long-term growth opportunities driven by policy support and market demand, with high valuation elasticity due to ongoing technological advancements and application expansions [2]

Investment Rating - The report indicates an optimistic outlook for China's manufacturing sector, with an increased forecast for export growth and a larger current account surplus expected by 2025 [3][69]. Core Insights - China's manufacturing sector remains the largest globally, with a significant trade surplus, driven by low production costs and strategic investments in high-tech sectors [4][6]. - Despite challenges such as US tariffs and global economic slowdowns, China's policymakers prioritize industrial growth over consumption [3][54]. - The report anticipates that real exports will be roughly flat in 2025, a revision from a previous forecast of a -5% decline, and expects a current account surplus of 2.3% of GDP in 2025 [3][69]. Summary by Sections Manufacturing Sector Overview - China's manufacturing ecosystem is characterized by low costs across production factors, including labor, capital, land, and energy, which collectively enhance competitiveness [19][22][26]. - The report highlights that China's labor costs remain significantly lower than those in developed markets, despite rising over the years [20][24]. Export Dynamics - China's exports are gaining market share in various sectors, particularly mid-to-high tech, while facing challenges in lower-tech sectors [14][15]. - The report notes that China's export success is attributed to a substantial competitiveness gap, especially in emerging markets [15][19]. Policy and Economic Strategy - The Chinese government continues to support "self-reliant" investment and innovation, particularly in high-tech sectors like electric vehicles, robotics, and semiconductors [46][48]. - The "Made in 2025" initiative and recent policy shifts emphasize technological advancement and reducing dependence on foreign supplies [52][53]. Current Account and Currency Outlook - The current account surplus is projected to strengthen, with expectations of a gradual appreciation of the renminbi against the US dollar [69][70]. - The report suggests that the undervaluation of the renminbi provides a competitive edge for exports, with forecasts indicating a shift towards a stronger currency in the coming year [70][71].

5月13日，割草机器人公司森合创新创始人李畅在社交平台发布公开信称，虽全力推进R1产品交付，但受团队意外重组、制造难题以及资金限制等因素影 响，公司已无力维持运营。 森合创新成立于2022年8月，专注无边界智能割草机研发，曾获得蓝驰创投、小熊电器等近亿元的天使轮融资，创始人李畅曾是云鲸早期创始成员之一。 2024年6月，森合创新推出卷轴割草机器人Oasa R1，售价1199美金起，在Kickstarter共获得约230万美元众筹资金、1790名支持者。 作者 | 黄楠 编辑 | 袁斯来 如火如荼的庭院赛道，一家创业公司遗憾折戟。 Oasa R1众筹订单（图源/Kickstarter） 很快森合创新将所有资源投入至研发和生产环节，但尚未有公开的明确信息披露其众筹订单的交付情况。有知情人士告诉硬氪，其产品仅交付了一小部 分。 200多万美元的众筹对于一家重研发的机器人公司，谈不上是笔大钱。行业人士告诉硬氪，"（众筹）首日30万美金，拿到的钱不算多。"此前硬氪专访长 曜科技时，其创始人也表示，要做割草机器人创业，得先准备一个亿。 半个月前，有下订了Oasa R1定金的用户在Kickstarter留言称，自4月27日 ...

Group 1 - The core objective of the event was to accelerate the innovation and upgrade of the robotics industry through "scene openness, technological collaboration, and ecological co-construction" [1][2] - Nine robotics companies showcased cutting-edge technologies, including humanoid robots, intelligent AGVs, and specialized robots, highlighting the advancements in precision manufacturing and operational efficiency [1][2] - The event emphasized the importance of integrating various resources to promote large-scale applications of robotics across multiple sectors, including industrial manufacturing, logistics, healthcare, and emergency rescue [2][3] Group 2 - The Nanjing Robotics Industry Promotion Office aims to create a positive cycle of "scene openness, industry collaboration, and technological iteration" to deepen the integration of robotics into various applications [3] - The office plans to select and publish typical demonstration application scenarios and job requirements for robotics, facilitating supply-demand matching between robotics companies and application scenarios [3] - The initiative seeks to attract innovative resources and establish a first-class ecosystem for the development of the robotics industry in Nanjing [3]

Group 1 - Huawei and UBTECH signed a comprehensive cooperation agreement to innovate in the field of embodied intelligence and humanoid robots, focusing on product technology development and application in various scenarios [3] - Huawei will support UBTECH in building an embodied intelligence innovation center and develop joint demonstration solutions for "humanoid robots + smart factories" [3] - Huawei's recent investments in humanoid robotics and AI infrastructure aim to enhance efficiency and application in industrial and household settings [3] Group 2 - Yujian Technology and Tencent Cloud signed a strategic cooperation agreement to accelerate innovation in embodied intelligence technology and expand applications in industrial manufacturing, education, and other sectors [4] - The collaboration will leverage Tencent Cloud's infrastructure to enhance Yujian's applications in remote control and voice interaction for humanoid robots [4] - The partnership aims to create integrated solutions combining cloud-based models, edge devices, and robot terminals for diverse application scenarios [4]

Group 1: Event Overview - The Shenzhen Activity Week at the China Pavilion of the 2025 Osaka Expo has opened, themed "Open Shenzhen, Create the Future," showcasing Shenzhen's unique charm and innovation as a pilot demonstration area of socialism with Chinese characteristics [2][6] - The event features various dimensions including innovative scene displays, cultural performances, and economic and trade exchanges [2] Group 2: Interactive Experience - An interactive experience area titled "A Day in the Future Shenzhen Community" has been created, showcasing over 60 representative enterprises from Shenzhen in fields such as green energy, smart living, and health management [3][4] - Products displayed include smart devices for efficient work, AI-integrated gadgets, and health monitoring technologies, illustrating the future of technology-enhanced living [3][4] Group 3: Transportation and Entertainment Innovations - The "Afternoon Smart Park" features a zero-carbon transportation network with innovative vehicles like eVTOL flying machines and portable energy storage solutions, enhancing outdoor experiences [4] - The "Evening AI Mall" showcases various intelligent products, including delivery robots and advanced cameras, enhancing efficiency in industrial and commercial sectors [4] Group 4: International Cooperation - The "Shenzhen-Osaka Innovation Cooperation Conference" was held, with representatives from both cities discussing collaboration in smart equipment and biomedicine, resulting in multiple cooperation intentions [6][7] - Notable companies like Tencent, BYD, and Honor participated, emphasizing the strong economic ties between Shenzhen and Japan [6][7] Group 5: Economic Data - In 2024, Shenzhen's GDP is projected to reach $516.7 billion, ranking fourth in Asia and among the top ten globally, with significant contributions from major local enterprises [7] - Shenzhen's trade with Japan is robust, with exports reaching approximately $26.4 billion, a growth of 16.4%, and Japanese investments in Shenzhen exceeding $3.8 billion [7] Group 6: Cultural Exchange - The Shenzhen Activity Week will continue until May 14, featuring cultural performances and interactive experiences, including traditional tea ceremonies [8] - The event aims to enhance cultural exchange and economic cooperation between Shenzhen and Japan, with a focus on high-quality development [7][8] Group 7: Technological Highlights - A 9-meter diameter LED screen showcasing the 24 solar terms, produced by a Shenzhen company, has impressed visitors with its clarity and detail [9] - The humanoid robot used for marathon demonstrations at the pavilion has attracted significant attention, highlighting Shenzhen's advanced technology [9]

Core Insights - The global capital market is experiencing a "robot + AI" industrial revolution, with significant technological advancements leading to the potential mass production of humanoid robots by 2025 [2][5] - Key drivers for this revolution include advancements in bionic mechanical structures, deep integration of AI large models, and breakthroughs in key component innovations [2][5] Technological Breakthroughs - AI large models are reshaping the decision-making capabilities of robots, with companies like Huawei and Tesla making significant strides in natural language processing and autonomous operation [2][3] - The efficiency of servo motors and other core components is improving, with companies like Huichuan Technology achieving 97% efficiency in permanent magnet synchronous motors [3][4] Cost Reduction and Market Expansion - Domestic innovation in key components is driving down costs, with products like harmonic reducers from Green Harmonic significantly cheaper than imported alternatives [3][4] - The positive cycle of "technological breakthroughs leading to cost reductions and market expansion" is laying the groundwork for humanoid robot mass production in 2025 [3][4] Market Dynamics - The humanoid robot market in China is projected to grow rapidly, from 2.76 billion yuan in 2024 to 300 billion yuan by 2035, with a compound annual growth rate exceeding 50% [4][5] - Capital market interest is broad, covering the entire industry chain, with upstream component manufacturers and midstream manufacturers becoming key investment targets [4][5] Future Trends - The industry is expected to see trends of technological integration, scenario fragmentation, and ecological restructuring over the next decade, although production bottlenecks remain a significant challenge [5] - Ethical and legal issues related to robotics, such as liability in medical applications and data privacy for service robots, are emerging concerns that require legislative attention [5]

Group 1 - The humanoid robot industry is at a critical development juncture, with 2025 expected to be the year of mass production for humanoid robots, driven by rapid advancements in artificial intelligence and diverse application scenarios [2][3][5] - The Beijing Economic-Technological Development Area has established a robust industrial foundation, with over 300 companies in the humanoid robot ecosystem and a market scale exceeding 100 billion yuan, accounting for 50% of Beijing's robot industry [5][6] - The establishment of a comprehensive standard system for humanoid robots is essential for the healthy development of the industry, covering the entire technology chain from perception to decision-making and execution [13][15] Group 2 - The recent "Human-Robot Co-Running" half marathon has generated significant interest and serves as a platform for social engagement and investment in the humanoid robot sector [1][7] - Experts emphasize the importance of collaboration across disciplines and sectors to overcome technical challenges and foster innovation in humanoid robotics [6][16] - The humanoid robot sports event is seen as a crucial opportunity for showcasing advancements in embodied intelligence and driving commercialization in various application scenarios [12][16]

Core Insights - The article discusses a novel soft robotic design inspired by natural animal locomotion, emphasizing the concept of "structure as control" which allows robots to move efficiently without a central processor [2][3][19] Group 1: Innovative Robotic Design - Researchers developed a new autonomous movement system using self-oscillating limbs that interact with the environment, achieving high-speed movement without traditional electronic controls [3][19] - The soft robotic limbs can oscillate at frequencies up to 300 Hz, making them among the fastest and simplest soft robots to date [3][19] - The design allows for autonomous obstacle avoidance and adaptability between land and water environments, showcasing physical intelligence [3][19] Group 2: Mechanism of Motion - The self-oscillating limbs operate based on a feedback loop between internal air pressure and resistance at the bending points, creating a self-sustaining oscillation mechanism [7][19] - By adjusting the length of connecting tubes between limbs, researchers achieved two distinct gaits: synchronized and alternating movements [10][19] - A four-limbed soft robot was created that can run at speeds of 1.1 meters per second using only 28 liters of air per minute [10][19] Group 3: Energy Efficiency and Autonomy - The new design significantly reduces energy consumption, requiring only 0.1 liters of air per minute, enabling a truly wireless soft robot powered by micro pumps and batteries [13][19] - The robot demonstrates the ability to adapt its movement patterns based on environmental conditions, such as switching from synchronized to alternating gaits in water [15][19] - Basic directional sensing was integrated using light-sensitive resistors, allowing the robot to move towards light sources, enhancing its autonomous capabilities [15][19]