Core Points - The article discusses the upcoming 6th China Robotics Industry Annual Conference and LeadeRobot Industry Awards, scheduled for December 18-19, 2025, in Hangzhou, China, highlighting the significance of the event in showcasing the advancements in the robotics industry and the emergence of embodied intelligence [1][41]. Event Highlights - The event will feature a dual-day experience with comprehensive industry insights and practical sharing across the entire supply chain [2]. - It aims to establish authoritative rankings and set industry benchmarks while leading developmental thought with its annual theme [2]. - The conference will also celebrate its 10th anniversary, envisioning a new blueprint for the future of robotics [2]. Conference Agenda - The opening ceremony will include a forum led by renowned experts and industry leaders, discussing topics such as the evolution of embodied intelligence and the current trends in humanoid robots [3]. - Key presentations will cover various aspects of robotics, including AI integration, core component development, and advancements in tactile technology for next-generation humanoid robots [3][5]. - A roundtable discussion will focus on the commercialization opportunities and challenges of embodied intelligence technology [5]. Awards Ceremony - The 6th LeadeRobot Industry Awards and appreciation dinner will take place on December 19, recognizing outstanding contributions in the robotics sector [6]. Application Forum - A dedicated forum will explore the industrial application of embodied intelligence, featuring discussions on creating a national team for industrialization and the practical implementation of humanoid robots in various scenarios [7]. - Presentations will also address the role of collaborative robots in smart manufacturing and the future driven by AI [7]. Notable Participants - The event will host a range of distinguished guests from academia and industry, including professors, CEOs, and researchers from leading institutions and companies in the robotics field [9][10][12].

Core Insights - The robotics investment thesis remains highly relevant and is experiencing significant growth, with the global robotics technology market projected to increase from $94.5 billion to $372.6 billion by 2034, nearly quadrupling in size [3][6] - The Global X Robotics & Artificial Intelligence ETF (BOTZ), valued at $3.04 billion, is positioned to potentially deliver substantial returns for long-term investors due to the anticipated growth in the humanoid robotics market [4][6] - The humanoid robotics market is expected to expand dramatically, with estimates suggesting the total addressable market for industrial humanoids could reach $1.75 trillion by 2035, and household humanoids could grow to an estimated $2.8 trillion as average selling prices decline [7][8] Industry Growth Potential - The robotics industry is forecasted to grow significantly, with some segments potentially exceeding 300% growth, indicating that current estimates may be conservative [9] - The ETF includes a selection of well-known stocks, simplifying the investment process in the robotics sector [9]

Group 1 - Tesla is transitioning from an auto company to a technology company, focusing on robotics, self-driving cars, and energy storage [1][2] - The stock performance of Tesla has shifted from being tied to traditional auto sales to being influenced by its advancements in technology and autonomous vehicles [2] - Despite a significant drop in electric vehicle profits, Tesla's stock has regained value due to a change in market perception driven by CEO Elon Musk [2] Group 2 - Tesla designs and sells electric vehicles and develops solar energy and storage systems for various customers [2] - The competitive landscape in the electric vehicle market has impacted Tesla's stock, which saw a decline from the $400s to the $200s earlier this year [2] - The narrative change around Tesla's business model has allowed the stock to recover, even though the underlying business remains similar to before the profit decline [2]

Core Concept - The article discusses a groundbreaking robotic technology called "closed-loop grasping," developed by a team from MIT and Stanford, which allows robots to switch between flexible exploration and stable load-bearing modes, addressing the long-standing challenge of balancing strength and gentleness in robotic grasping [3][9]. Group 1: Challenges in Robotic Grasping - Traditional robotic grippers struggle to perform tasks requiring both gentleness and strength, such as picking up fragile objects and lifting heavy ones, due to the inherent trade-off between rigidity and flexibility [7][8]. - The grasping process is divided into two phases: establishing a grasp and maintaining it, where the first phase requires flexibility to navigate complex environments, and the second phase demands stability to resist various forces without damaging the object [8]. Group 2: Closed-Loop Grasping Mechanism - The "closed-loop grasping" paradigm allows robots to transform between different forms during the grasping process, inspired by topology, enabling them to adapt their structure based on the task at hand [9][12]. - The system operates in two stages: first, it enters an exploratory mode with an open-loop structure to navigate and find optimal grasping paths, and then it switches to a load-bearing mode where it becomes soft yet strong, distributing loads effectively [12][13]. Group 3: Design and Capabilities of the Vine Robot - The "vine robot," a flexible inflatable robot, mimics plant growth and can dynamically switch between open and closed-loop structures, achieving remarkable flexibility and strength [15]. - The maximum load capacity of a single closed-loop vine robot can reach 622 kg, showcasing its potential for heavy lifting [16]. Group 4: Demonstrated Applications - The vine robot has been successfully demonstrated in various scenarios, including gently lifting a 74.1 kg adult with a maximum contact pressure of only 16.95 kPa, significantly lower than standard medical slings [21]. - In a cluttered environment, the robot can navigate and grasp a 6.8 kg kettlebell, effectively solving complex robotic challenges [23]. - The system can create a stable grasp by forming interlocking structures, allowing it to securely hold objects without risk of dropping them [24]. Group 5: Future Implications - This research redefines robotic grasping, suggesting that robots can adapt their grasping mechanisms to meet specific needs, which could revolutionize fields such as healthcare, logistics, and agriculture [30][31]. - Future developments aim to integrate intelligent real-time navigation systems and optimize contact mechanics, enhancing the reliability and autonomy of the system in various applications [32].

Core Insights - WELLE Environmental Group and Primech Holdings have signed a strategic cooperation framework agreement to accelerate the development of industrial robots, smart operations, and sustainable environmental technologies [1][2]. Group 1: Strategic Collaboration - The partnership aims to establish a joint venture in Singapore, combining WELLE's expertise in environmental governance and bioenergy with Primech Holdings' operational experience and robotics capabilities [1][2]. - The collaboration marks a significant step in integrating robotics technology, environmental engineering, and smart facility management, leveraging both companies' complementary strengths [2]. Group 2: Investment and Vision - WELLE has been granted an investment option in Primech AI, valid until September 2026, highlighting a shared long-term vision for expanding robotic solutions in Asia and beyond [4]. - Both companies recognize the increasing global demand for smart automation in environmental and industrial operations, aiming to develop integrated solutions that enhance safety, efficiency, and environmental performance [5]. Group 3: Company Profiles - WELLE Environmental Group focuses on energy-saving and environmental protection technologies, with expertise in waste resource utilization, high-concentration wastewater treatment, and biofuel production [6]. - Primech Holdings, based in Singapore, provides technology-driven facility services and is known for its commitment to sustainability and advanced technology solutions [8][9].

Group 1 - Yushu launched a humanoid robot App Store [1] - Shanghai humanoid robot pilot alliance was announced [1] - Shenzhen will establish the first robot-friendly demonstration city in the country [1] Group 2 - The AI chatbot "Honghua Tong" from Hong Kong has reached 160,000 users [1] - Disney has reached a strategic cooperation and content licensing agreement with OpenAI [1] - Oracle's completion date for part of the data center used for OpenAI has been postponed from 2027 to 2028 [1] - New Times expects to announce new developments in embodied intelligence around early 2026 [1]

（原标题：教机器人"做人"：广东举办了一场机器人的"教练大赛"） 南方财经记者郑康喜 实习生 钟宸 广州报道 12月13日，在2025广东省人工智能与机器人技能大赛现场，几十具机器人不仅爬坡过坎、跌跌撞撞，也 在模拟工业场景中的精准作业与系统集成包括设备巡检、零部件装配等任务。 赛中，有机器人因失去重心向前栽倒，脑袋滚落一旁；有机器人稍有不慎便会跑偏。但比赛也不乏强悍 的机器人参赛。来自联通（广东）产业互联网有限公司的选手凭借良好的产品性能和技能能力，拿到机 器人工业特种应用赛道第一名。 一场技能竞赛，机器人的机械结构设计、运动控制算法等各项性能被全方位拷问，其在制造、交通、教 育等核心场景的融合应用程度也被立体化检验。更为重要的是，让这些钢铁之躯拥有"灵魂"的训练师， 不断探索人机交互的边界，推动着技术的革新和产业化进程。 竞赛的背后，是广东对当下机器人产业核心痛点的精准思考：当前，机器人尤其是人形机器人的能力， 还不足以满足产业化应用的需求，具身智能的进阶速度远落后于大语言模型。背后的原因在于缺乏大量 场景训练。但目前，行业内诸多产品缺乏后半段真实场景的训练，其数据仍依赖通用大模型，这就使得 机器人无法完 ...

Industry Overview - The humanoid robot industry is accelerating mass production by 2025, with companies like Zhiyuan achieving deliveries in the thousands and a significant increase in the localization rate of core components [1] - Continuous support from domestic and international policies is driving both market enthusiasm and the commercialization process [1] - The industry trend is expected to provide dual drivers for performance and valuation in the sector, according to a report from CITIC Securities [1] Market Performance - Siling Co., Ltd. has seen a maximum stock price increase of 329% year-to-date, while Haoshi Electromechanical has experienced a 134% increase [1] Component Cost Analysis - In the humanoid robot supply chain, the cost breakdown for various components includes: - Actuators: 1% cost share, with companies like Sanhua Intelligent Control and Top Group involved [2][3] - Frameless torque motors: 4% cost share, with companies such as Buke Co., Haoshi Electromechanical, and Leisai Intelligent [2][3] - Harmonic reducers: 5% cost share, with companies like Green Harmonic, Hanyu Group, Siling Co., and Fengli Intelligent [2][3] - Encoders: 2.7% cost share, with companies including Inovance Technology and Aopu Optoelectronics [2][3] - Bearings: 1.2% cost share, with companies like Lixing Co., Southern Precision, and Guoji Precision [2][3] Company Highlights - Haoshi Electromechanical is focusing on building a second growth curve through its robotics business, which includes a robust "N+1+3" business system [4] - The company has achieved significant improvements in transmission precision and reduced noise levels in its products, positioning itself competitively in the market [4] - Buke Co. is recognized as a domestic leader in frameless torque motors, with projected sales of approximately 24,000 units in 2024 [5] - Siling Co. is a leading domestic company in harmonic reducers, with a focus on applications in industrial and humanoid robots [5] - Green Harmonic holds a 26% market share in the domestic harmonic reducer market, with robot-related revenue constituting over 80% of its total income [6]

Group 1 - Yushu Technology has launched its humanoid robot "App Store," allowing users to upload and share trained models for various actions such as dance and martial arts [1] - The platform includes data collected from real robots, enabling users to upload their own datasets or download others' for algorithm training and optimization, thus saving development time for both amateurs and professional teams [3] - The public beta version features preset actions including humorous movements, a dance, and Bruce Lee's martial arts, showcasing the company's advanced motion control capabilities [5] Group 2 - Yushu Technology, founded on August 26, 2016, focuses on the R&D, production, and sales of high-performance humanoid robots and dexterous robotic arms [6] - The company's annual revenue has exceeded 1 billion yuan, meeting the basic requirements for an IPO on the A-share market [7] - The IPO process is accelerating, with the China Securities Regulatory Commission indicating that Yushu Technology has completed its counseling phase and is in the "counseling acceptance" status, preparing to submit its IPO prospectus between October and December [8]

由立德机器人平台（机器人大讲堂）发起的「第六届中国机器人行业年会」，将于 2025年12月18日-19日在 浙江杭州滨奥皇冠假日酒店举办！ 大会以 "见证中国机器人领军企业力量，点亮具身智能时代变革新星"为主 题，聚焦人形机器人技术与具身智能价值，搭建政产学研投高端对话平台。依托杭州科创枢纽优势，助力产业 集聚与全球竞争主动权，共筑共赢生态！ 本届大会参展企业共计 21家， 第三批揭秘的6家展商分别为绿的谐波、晶品特装、青瞳视觉、PNP机器人、 安培龙、售后宝，六家企业 将携核心技术与前沿产品亮相年会现场。我们也将陆续带来展商展品速递资讯， 欢迎持续关注！ ▍ 参展企业展品介绍 （以下排名不分先后） 【 苏州绿的谐波传动科技股份有限公司 】 绿的谐波是全球领先的核心零件制造商，自 2003年起专注精密谐波传动技术创新研发，率先打破国外技术垄 断，在谐波减速器领域国内市占率第一、全球第二，入选全球人形机器人百强。2020年在科创板上市，作为 国家专精特新"小巨人"与制造业单项冠军，公司拥有160项专利，主导6项国家标准，产品达国际领先水平， 广泛应用于机器人、具身智能、智能制造等领域。 1. 谐波减速器 2. ...