Industry Overview - The Shenzhen robot industry is rapidly forming a cluster effect, with a significant number of enterprises showcasing their innovations at the first Robot Industry Chain Conference (FAIR plus 2025) [1] - The total output value of Shenzhen's robot industry chain is projected to exceed 201.2 billion yuan in 2024, marking a year-on-year growth of 39.64% with 14,534 new robot companies established [5] Key Companies and Products - Notable participants at the conference included leading firms such as UBTECH, Yujin Robot, and others, showcasing advanced products like humanoid robots and collaborative robots [2] - Tencent's "Xiao Wu" robot features a hybrid design with wheels and legs, designed for complex environments, particularly in elder care scenarios [3] - UBTECH's "Tian Gong Xing Zhe" humanoid robot is the first research-grade full-size humanoid robot priced below 300,000 yuan, capable of navigating various terrains [3] Technological Innovations - The conference highlighted advancements in sensory technology, such as the high-resolution "visual tactile sensor" developed by Daimeng Robotics, which can accurately capture three-dimensional force distributions [5] - Shenzhen's companies are also innovating in robotic arms and mobility systems, with products designed for diverse applications, including security inspections and industrial automation [6][7] Ecosystem and Supply Chain - Shenzhen has established a complete ecosystem for robot manufacturing, encompassing core components like tactile sensors, laser radars, and servo electronics, facilitating efficient supply chain interactions [7] - The industry is characterized by a strong integration of hardware and software capabilities, with local firms excelling in both manufacturing and technological services [7]

温馨提示 ： 点击下方图片，查看运营团队2025年最新原创报告（共210页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ） 微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 4月19日，备受瞩目的全球首场人形机器人半程马拉松在北京亦庄鸣枪开跑，20 支 由全国多家企业、高校和科研 机构组成的人形机器人队伍参赛。 大赛过后，最出圈的不是 冠军选手[北京人形机器人创新中心]的 全尺寸人形机器人— 天工Ultra，而是"清华 系"人形机器人创企[松延动力]，旗下人形机器人N2分别获得第二、第三名 （注： 松延动力有 两支赛队—"小顽童 队"和"旋风小子队"） ；至此，公司成为继宇树科技、众擎机器人后，2025年第三家"出圈"的人形机器人公司。 公司介绍： [ 松延动力 ] （Noetix Robotics） （公 司全称"松延动力（北京）科技有限公司"）于2023 年9月15日北京注册 成立， 研发方向涵盖通用人工智能本体、机器人仿生以及具身操作系统等。 公司成立至今，已发布了多款产品，且一直非常 ...

笔记君说： 一、全球工业机器人市场现状 昨天，美国总统特朗普本人亲口确认，针对中国进口商品的关税税率不会维持在当前水平 （145%），"它会大幅下降，但也不会降至零"，同时特朗普有信心"中国将对最终的关税税率感到非常 满意"。 除此之外，特朗普还表示，尽管自己对美联储未能及时降息感到不满，但自己"无意解除鲍威尔职务"。 特朗普大大低估了拆分全球供应链这件事的难度，他使用的关税手段也属于刻舟求剑，而且十分简单粗 暴。 但是，我们依然不能低估特朗普，因为他对美国工业衰落的观察完全准确，同时他看到了一个趋势—工 业化4.0时代即将到来。 工业1.0时代指的是18世纪末的机械革命工业2.0时代是流水线生产的革命，工业时代3.0指的是信息化和 数字生产革命，工业4.0时代则是以工业机器人为标志的工业全面智能化革命。 毫无疑问，美国在科技领域特别是AI算法与高端软件生态上，在全世界都保持领先态势。而且它也是 一个能源大国，这就决定了美国在工业机器人技术方面是大有可为的。 而中国凭借政策扶持、产业链优势及国产替代加速，已经成为全球最大工业机器人市场（2023年安装量 占全球51%）。 如果说，有哪些国家真正有实力抓住工业4 ...

昨天银行又大涨了一把，结果昨天还很强的科技、机器人题材，今天又弱了下来。热点一天一换，这种高速轮动的模式，根本没法带动资金合力上攻。 我个人觉得，接下来还是题材个股轮动的格局，但结果却是银行主导盘面，个股表现还是偏弱。不过只要这里的震荡不跌破短期10日线，一旦会议利好超预 期，顺势突破3319点也不是不可能。 一、国家队暂停托市！跌近3700只个股，个股中位数负数，跌停板35只，亏钱效应满满的一天。连续三天放量之后，今天市场突然"刹车"，直接缩了1200多 亿。缩量就意味着资金有点"小心翼翼"，需求少了，短期想补缺口还得继续磨蹭。 这就是没有大资金撑腰的结果，估计国家队也没想到吧。五一假期只剩4个交易日了，长假往往会引发市场风格切换。节后有没有机会，就看节前最后两三 天的表现。而且关税已经到了最差的时候，后续肯定会好转。市场要是企稳了，就可以布局了。要是节前最后一天阴跌，建议离场，等节后探底。 二、这里来两根小阴线不是坏事，这会缓解连续小阳的上涨压力，也算是小阳打底，大阳突破的前奏形态。 市场全天震荡分化，三大指数涨跌不一。沪深两市全天成交额1.11万亿，较上个交易日缩量1207亿。银行股维持强势，工、农、中 ...

Group 1 - The first Embodied Intelligent Robot Sports Games was held in Wuxi, Jiangsu, featuring various events including opening ceremony, competitions, application contests, and thematic conferences [1][3] - The event showcased a variety of robots such as ostrich robots, humanoid robots, and robotic dogs, with interactive activities like basketball games, chess matches, poetry relays, and voice interactions [1][4] - The Magic Atom company presented its self-developed humanoid robot "Xiaomai," which is 1.74 meters tall and weighs approximately 65 kilograms, targeting industrial and commercial applications [1] Group 2 - The football demonstration showcased robots capable of playing soccer and interacting with the audience, highlighting the robots' agility and durability [4][5] - The Beijing Accelerated Evolution Company exhibited the Booster T1 robot, designed to be lightweight and durable, weighing around 30 kilograms and standing about 1.2 meters tall, making it portable [4][5] - The Bionic Robot Team from Beijing University of Technology demonstrated a quadruped robot capable of performing tasks like opening doors and unplugging power sources, aimed at future applications in firefighting and rescue operations [6] Group 3 - The company Yujian, known as the "first stock of collaborative robots," showcased its humanoid robot Atom, which can perform tasks like assembling chocolate boxes and responding to voice commands [6] - The dual-legged ostrich robot from the company Thinking Without Boundaries aims to run faster and jump further, while a six-legged insect-like robot is designed for complex terrain navigation and load-bearing tasks [7] - The Shanghai Guixu Robot Technology Company introduced the second-generation health care and companionship robot "Feiyan," which can serve as a guide, host events, and manage attendance and meeting minutes [7][9]

Core Insights - Shenzhen's robotics industry is experiencing rapid growth, highlighted by the first-ever Robotics Industry Linkage Conference, which attracted over 200 renowned robotics companies and experts [1][3] - The Shenzhen government has launched an action plan aiming for significant technological breakthroughs in key areas by 2027, including the establishment of over 10 companies valued at over 10 billion yuan and 20 companies with revenues exceeding 1 billion yuan [1][2] - The total output value of Shenzhen's robotics industry is projected to reach 201.2 billion yuan in 2024, marking a 12.58% increase from 2023, surpassing the average growth rate of other strategic emerging industries in the region [3][6] Industry Development - The action plan for embodied intelligent robotics is seen as a strategic move for Shenzhen to secure a leading position in the industry, leveraging existing strengths in AI and robotics [2] - As of the end of 2024, the number of robotics companies in Shenzhen reached 74,032, with a year-on-year increase of 39.64% [6] - The robotics industry in Shenzhen has formed a comprehensive industrial chain, covering everything from core components to system integration and application scenarios [6] Technological Innovation - In 2024, Shenzhen's robotics industry filed 20,531 patent applications, a 35.56% increase year-on-year, indicating robust innovation activity [7] - Major tech companies like Tencent, Huawei, DJI, and Ping An Technology are heavily investing in robotics technology, driving the industry towards higher-end and intelligent development [7] - The capital market is also responding positively, with 72 financing events in 2024, accounting for nearly 25% of the national total, reflecting strong investor interest in cutting-edge projects [7]

随着"具身智能"于2025年首次写入政府工作报告，具身智能、智能机器人等诸多科技热词越来越多地出现在大众面前。具 身智能基于物理实体，通过与物理世界的感知和交互持续提升"实干"本领，如何加快其商业化落地应用也成为业界的热点 议题。 近年来，仁新与新松展开深度技术协同，以 具身智能焊接 & 切割机器人 为核心载体，聚焦极端环境焊接与复杂工况切割 领域，将环境感知、动态决策与精准执行能力深度融合，为高原基建、高端装备制造等领域提供务实可靠的智能化方案， 推动各行业生产模式向智能、高效、安全的方向升级。 具身智能破局：定义工业机器人新边界 传统工业机器人依赖预设程序，在复杂环境中灵活性不足。仁新与新松联合研发的 具身智能装备通过 "硬件感知 + 软件决策" 融合，实现三大核心能力突破： 环境自适应： 搭载多模态感知系统，实时感知环境变化及工件物理特性，自动适配 高原低温、强紫外线或车间粉尘等复杂工况，动态调整作业姿态与工艺参数，显著 提升设备在极端环境下的稳定性； 边缘决策力： 依托边缘计算与 AI 算法，无需云端支持即可本地处理数据，在无网 络或强干扰场景下自主完成路径规划与误差修正，确保复杂工况下的作业连续性； ...

本次展会旨在推动区域数字经济合作。多家中国企业首次参展，展示了具身AI、智能制造等最新成 果。 宇树科技带来的人形机器人和仿生四足机器人在主舞台表演，吸引众多观众。 在会展上还可以看到科大讯飞、中国电信、中国移动、阿里云在内的多家中资科技企业亮相。科大讯飞 展位设计前卫，展示AI翻译、语音交互等多项技术应用。中国电信主打"全球数字信息基础设施"概念， 展位互动频繁。中国移动则以"AI驱动，未来启发"为主题，呈现数据中心与AI应用场景，吸引大量观众 驻足体验。 转自：新华财经 新华财经新加坡4月25日电（记者刘春涛）全球科技盛会海湾信息技术展（GITEX）首次登陆亚洲。 GITEX Asia 2025于23日至25日在新加坡滨海湾金沙会展中心举行，吸引来自70多个国家和地区的700余 家企业参展，聚焦人工智能、机器人、网络安全、智慧城市等领域。 据世界经济论坛预测，到2030年，东南亚数字经济规模有望达到1万亿美元。 编辑：罗浩 来自中国香港的AT-VIBE Technology展示智慧工业监控系统，服务客户包括中国银行（香港）、 Manulife、香港特区政府多部门。电竞硬件厂商七彩虹展出与巴塞罗那俱乐部联名 ...

万联证券指出，北京机器人马拉松比赛展示了人形机器人在运动控制等领域取得的阶段性成果，但在续 航、环境适应、硬件可靠性和自主性等方面仍需改进。人形机器人产业正处于技术突破与商业化落地的 关键节点，政策支持、入局者不断增加及AI大模型赋能共同推动行业加速发展。2025年有望迎来人形 机器人商业化量产元年，人形机器人量产并实现大规模应用迎来曙光，商业化落地可期。目前，成本仍 是制约人形机器人大规模普及应用的重要因素之一，因此，建议关注受益于人形机器人大规模应用的国 产零部件优质公司。 4月25日，A股市场高开震荡，市场情绪保持积极，市场成交额有所放量，机器人等活跃题材板块走势 向好。机器人指数成份股中，纽威数控、夏厦精密涨超10%，亿嘉和、科远智慧涨超5%，云天励飞- U、禾川科技涨超4%，华东数控、奥普特涨超2%。机器人ETF基金（562360）今日实时成交额突破 1500万元，市场热度较高。 相关产品：机器人ETF基金（562360） 消息面上，首届机器人产业创新成果展暨供需对接活动在高新区齐鲁软件园举办。本次活动发布了企业 新产品、新技术及应用场景需求等，机器人产业链上下游企业代表400余人参加活动并开展供需 ...

Group 1 - The humanoid robot industry is experiencing explosive growth, leading to a revolution in material science, with lightweight materials becoming a necessity [1][2] - The demand for aluminum in humanoid robots is surging, with 2023 global aluminum usage for humanoid robots reaching 128,000 tons, of which China accounts for 63% [2][3] - The shift from traditional aluminum manufacturing to high-end aluminum supply is evident, as the profit margin for aluminum used in robots can reach 42%, compared to less than 8% for construction aluminum [3][4] Group 2 - Collaborative efforts in the industry are emerging, such as the partnership between Jianmei Aluminum and Country Garden to develop a one-piece die-cast aluminum robot torso, reducing production costs by 40% [4] - The introduction of new standards for aluminum alloys for humanoid robots is expected to enhance material quality, with the new standard increasing grain size control precision fourfold [4] - Strategic investments in the aluminum sector for robotics have been significant, with 28 investments in 2023 averaging over 200 million yuan each [4] Group 3 - Challenges for the aluminum industry include performance limitations, as aluminum alloys have a fatigue life only 60% that of titanium alloys, and environmental regulations are tightening [5][6] - The emergence of magnesium alloy alternatives poses a competitive threat, with new alloys being developed that offer lower density and electromagnetic shielding properties [7] - The aluminum industry is at a crossroads, needing to balance technological innovation with cost control amidst increasing competition and environmental pressures [7][8] Group 4 - The humanoid robot industry is projected to grow at a compound annual growth rate of 60%, driving aluminum demand from thousands of tons to millions of tons [8][9] - The aluminum industry is evolving from a focus on volume to performance, with opportunities for growth in the humanoid robot sector potentially rivaling the automotive lightweighting trend [8][9]