目前量产形态为轮式物流机器人，客户有抖音电商、比亚迪、顺丰等。 文 丨 张家豪 编辑 丨 程曼祺 2023 年 7 月，《晚点 LatePost》 曾独家披露 ，字节 AI Lab 旗下机器人团队正推进机器人量 产。当时曾定下到 2023 年年底，量产 200 台的目标。 现在，据我们了解，字节开发的机器人已累计量产超千台。他们在 2023 年完成了 200 台量产 目标，之后年量产数超 100% 增长。该机器人研发团队，也从 2023 年夏天的约 50 人左右，扩 充至目前的约 150 人。 目前字节已量产的机器人形态是轮式物流机器人，或称自主移动机器人（AMR，Autonomous Mobile Robot），没有用于分拣的机械臂，主要用途是在仓库、产线上运输包裹与零件，能自 主学习、规划路线、移动到目的地。据我们了解，字节的物流机器人，目前主要服务于抖音电 商仓等字节自己的业务，同时也已拿下一些外部客户，如顺丰、比亚迪电子，在生产基地内运 输零件与加工好的商品。 这是非常成熟的机器人应用场景，亚马逊在 2012 年就收购 Kiva 机器人用于自己的物流中心。但早期 轮式物流机器人需要读取地面二维码，只能 ...

Tesla delivered 384,122 vehicles in the second quarter of this year, wrapping up another weak quarter for the company as it struggles to bring the pace of sales back up to 2023 levels.That represents a 13.5% drop from the number of cars Tesla delivered in the second quarter of 2022, and it means Tesla runs a real chance of underperforming its total sales figure from 2024. If that happens, it would mean Tesla’s sales will have fallen two years in a row — despite the company once promoting the ability to grow ...

Core Insights - The core idea of companion robots is to move beyond toy status and establish long-term relationships with users through emotional connections rather than just AI gimmicks [1][2][10] - The market is eager for the first batch of companion robots, with companies like Lingdong Robotics set to deliver products soon [1][4] Company Developments - Lingdong Robotics will begin its first wave of deliveries in August, with products already available on platforms like JD.com [1] - Companies such as Luobo Intelligent and Mengyou Intelligent have recently secured significant funding, indicating strong investor interest in the companion robot sector [1][9] Technology and Features - Lingdong's robots utilize motion capture technology to learn human movements, allowing for realistic interaction [4][6] - The robots are equipped with 35 digital servos and multi-modal inputs, including visual and tactile sensors, to enhance their understanding of human emotions [6][9] - The robots can analyze user emotions based on voice tone and dialogue content, enabling them to respond appropriately to different emotional states [6][7] Market Potential - The integration of AI capabilities into traditional toys can significantly increase their market value, with potential retail prices for AI-enhanced plush toys reaching up to 500 yuan [9] - The emotional value provided by these robots is seen as a key differentiator from traditional toys, emphasizing the importance of user interaction and relationship building [9][10] User Interaction - Companies are exploring various interaction methods, with some suggesting that conversation may not be the only or best way to engage users [7][8] - The concept of "spirituality" in robots, defined by their ability to learn and adapt through multi-modal interactions, is highlighted as a crucial aspect of user engagement [8][9] Future Directions - The development of companion robots will require continuous interaction and feedback from engineers to refine emotional understanding and response accuracy [10] - Establishing a deep emotional connection with users is seen as essential for the success of companion robots, necessitating a multi-faceted approach to design and interaction [10]

以下文章来源于人形机器人场景应用联盟 ，作者编辑部 人形机器人场景应用联盟 . 聚焦人形机器人场景应用和落地需求开拓，搭建具身智能移动机器人产需、产业链企业对接平台，传播人形机器 人案例、产品、技术、企业最新资讯。 详细会议介绍参看往期文章： （点击蓝字跳转） 一文看懂2025智能机器人关键技术大会（IRCTC）全景！专家报告、学术征文、青年交流全揭晓！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 这些高校不仅在数量上占据优势，在技术深耕上也颇具历史沉淀。清华大学、北京理工大学、哈尔滨工业大学等 早在2000年前后即已开始布局人形机器人领域，其专利技术涵盖关节驱动、步态控制、视觉识别、环境感知、传 感器融合等关键模块。 人形机器人专利申请Top10高校 1998 年， 清华大学 设立机器人研究重大项目，类人机器人项目正式启动。 2002 年，清华大学研制出具有 32 个自由度的仿人机器人 THBIP-I，这是我国首个具备完整仿人结构的自主机器人系统。 清华大学人形机器人足球 队成立于2004年，长期 ...

以下文章来源于机器人技术与应用 ，作者唐 机器人技术与应用 . 传播企业信息和市场行情，交流业内创新成果，推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息，促进企业转型升级，搭建产学研交流平台。 一文看懂2025智能机器人关键技术大会（IRCTC）全景！专家报告、学术征文、青年交流全揭晓！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 详细会议介绍参看往期文章： （点击蓝字跳转） 空中变形面临严峻技术难题：机器人近地变形时引发复杂气动耦合效应。 " 尽管鸟类着陆看似流畅， 但 相关气动 力学研究已持续半世纪 " 研究人员强调。所有飞行器近地时均受地面效应影响， 所有飞行器在接近地面时都会经 历复杂的力。以直升机为例， 当 它 垂直下降过快接近地面时 ， 旋翼产生的向下气流撞击地面后反弹向上。如果 下降速度过快，直升机旋翼会陷入自身下洗流反弹形成的强烈旋转涡流（涡环）中 。 旋翼 将 无法有效产生升 力，直升机可能失控坠地。 ATMO的挑战更为多维：除地面效应外，四组推进器变形过程中 ...

AI卷起的财富风暴。 以下文章来源于AGI接口 ，作者陈伊凡 AGI接口 . 出品｜虎嗅科技组 作者｜陈伊凡 编辑｜苗正卿 头图｜《我的机器人女友》剧照 "AI 原生 100" 是虎嗅科技组推出针对 AI 原生创新栏目，这是本系列的第「 01 」篇文章。 给Z世代女性专门开发情感陪伴机器人，会是一门好生意吗？ 曾在滴滴、小鹏汽车、鹏行智能供职的珞博智能创始人孙兆治认为这是一个蓝海。18个月前，他创 业前的最后一份工作是在小鹏汽车旗下的机器人公司——鹏行智能担任产品设计和品牌负责人。 一个多月前，AI圈的注意力开始被他和珞博智能吸引：在上半年透露"在退出一些具身智能项目"的 投资人朱啸虎投资了珞博智能，朱啸虎是金沙江创投主管合伙人。虎嗅了解到，这笔数千万人民币的 天使轮融资是珞博智能的第一笔市场化投资，上影新视野基金、金沙江创投联合领投，零一创投跟 投。 孙兆治告诉虎嗅，在与朱啸虎聊了十几分钟后，这笔投资就被确定下来。"不投具身智能"的朱啸虎对 这个项目的基本判断是："AI创造情绪价值，是如今大模型应用领域一个靠谱的方向；切入市场的思 路精准；团队执行力强，技术方案能较快落地。" 6月底，我在上海见到了孙兆治， ...

Amazon announced Monday its millionth worker robot, and said its entire fleet will be powered by a newly launched generative artificial intelligence model. The move comes at a time when more tech companies are cutting jobs and warning of automation.The million robot milestone — which joins Amazon's global network of more than 300 facilities — strengthens the company's position as the world's largest manufacturer and operator of mobile robotics, Scott Dresser, vice president of Amazon Robotics, said in a pre ...

本期导读： 100亿，人形机器人领域再添重磅活水。 作者丨FOFWEEKLY 2025年的一级市场暖意渐浓，投资人热情显著回升。机器人、人工智能、低空经济等赛道热度持 续攀升，资本端与产业端对相关赛道项目的关注度呈上升趋势。 值得关注的是，LP出资热情也显著提升。近日，又一只百亿母基金来了，聚焦人形机器人领域。 百亿人形机器人母基金来了 人形机器人领域再添重磅活水。 日前，湖北省财政厅依托省政府投资引导基金支持长江证券牵头设立的湖北省人形机器人产业投资 母基金已完成合伙协议签署、工商注册和首期实缴出资，成为《湖北省重构政府引导基金体系工作 方案》印发后成功设立的第一只参股基金。 据悉，该基金总规模100亿元，计划分两期组建，首期规模50亿元，其中：省政府投资引导基金、 武汉产业基金各认缴20%，长江证券、湖北省科投集团各认缴30%，重点投向人形机器人和人工智 能相关产业核心领域，包括湖北省重点发展的人形机器人链主企业及具有核心技术实力的零部件、 脑机接口、控制系统、模型算法等战略性、先导性的科技型企业。 本期推荐阅读5分钟 人形机器人产业投资母基金，是湖北前瞻布局战略性新兴产业与未来产业、培育发展新质生产力的 ...

Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]

Group 1: ETF Performance - The Robot ETF (562500) has decreased by 1.53% as of 14:24 today, with component stocks showing mixed performance [1] - The ETF's latest scale reached 14.472 billion yuan, marking a one-year high and ranking first among comparable funds [1] - The latest share count for the Robot ETF is 1.7088 billion shares, also a one-year high and leading among comparable funds [1] Group 2: Fund Inflows - The Robot ETF has seen continuous net inflows over the past six days, with a maximum single-day net inflow of 273 million yuan, totaling 802 million yuan in net inflows [1] - The average daily net inflow stands at 134 million yuan [1] Group 3: Policy Developments - Multiple regions have released policy opinions to promote the development of humanoid robots and artificial intelligence industries [2] - Zhejiang Province has implemented opinions focusing on venture capital funds around the "315" technology innovation system, targeting future industries like AI and humanoid robots [2] - Hubei Province plans to establish a humanoid robot industry investment mother fund with a total scale of 10 billion yuan, focusing on core areas related to humanoid robots and AI [2] - Sichuan Province has outlined measures to accelerate the development of humanoid robots, quadruped robots, intelligent drones, and smart terminals [2] Group 4: Industry Outlook - According to a report by Everbright Securities, 2025 is expected to be a breakthrough year for humanoid robot mass production, which will drive the downstream industry chain into a phase of significant growth [2] - The mass production of tens of thousands of units is anticipated to address data scarcity issues, promoting humanoid robots towards a more generalized and practical stage [2] Group 5: ETF Overview - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots [3] - It provides investors with a convenient way to invest in the upstream, midstream, and downstream of the robot industry chain [3]