Core Insights - Shenzhen has over 74,000 companies in the robotics industry chain, transforming into a global innovation hub for robotics and embodied intelligence [1][2] - The city has developed a comprehensive industrial system covering upstream core components, midstream manufacturing, and downstream application scenarios, enhancing its competitive edge [4][5] - Shenzhen's robotics industry achieved a value-added of 5.559 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 31.4% [5] Industry Development - Shenzhen's "Robot Valley" is emerging as a national and global center for robotics technology innovation and application demonstration, supported by leading companies like UBTECH and Yujian Technology [2] - The city has established a full-chain industrial system, with key players in core components such as micro-drive systems and laser radar, and leading manufacturers in the midstream sector [4][5] - The integration of various sectors, including automotive and robotics, is driving innovation and creating new market opportunities [9] Policy and Innovation - Shenzhen has implemented a policy framework to lower innovation barriers, including a unique support system for AI model training and data procurement [8] - The establishment of the first AI (robotics) bureau in Longgang District aims to streamline industry management and enhance service responsiveness [7] - The city is focusing on key technology areas such as high-energy density micro-motors and multi-modal sensors, with a goal to reach an industry scale of over 100 billion yuan by 2027 [10]

擎天租2月13日发布的数据显示，综合当前已下单及预约情况测算，整个春节假期内平台整体GMV（商 品交易总额）预计环比涨80%。等到春节假期结束，平台累计订单量预计将突破5000单。 由智元机器人出自设立的擎天租，定位为机器人租赁界的"滴滴"平台，通过链接供需两端、从订单服务 费中抽成获利。由于尚处推广阶段，平台暂不以盈利为目标，目前免收服务费。租赁平台可提供的机器 人产品，涵盖智元、宇树科技、加速进化、逐际动力、众擎机器人等头部品牌。 李一言告诉南都记者，平台目前可调度机器人超3000台，租赁商逾200家。订单分配逻辑为：优先考虑 距离，其次查看设备库存，最后参考服务商的历史履约评分。目前大部分匹配流程已实现自动化，复杂 场景依靠人工介入。 受市场宣传和低价促销驱使，尝鲜租赁机器人的用户群体，已经从企业、会展中心等B端客户，逐步拓 展到C端的个人。擎天租联席总裁、城市合伙人战略负责人李立恒发现，租机器人办生日派对和小型活 动的这类订单越来越多。 租赁市场也在"下沉"。根据擎天租的数据，上海、北京、深圳等一线城市仍是高价订单与复杂场景的主 要承载地，而苏州、杭州、成都、重庆等新一线城市订单放量明显，阜阳等三四线 ...

日前，苏州市相城科技品牌——迈宝智能亮相拉斯维加斯2026年国际消费电子展(CES)，并现场发布了两款创新产品——XTAND全球最轻量级膝关节外骨 骼机器人与Pro版智能髌骨带，产品一经发布便成为展会焦点。 迈宝智能是一家面向全球提供可穿戴机器人装备的供应商，公司集研发、生产和销售于一体，致力于可穿戴助力外骨骼机器人的技术研发和成果转化。公 司现场发布的XTAND全球最轻量级外骨骼机器人，重量约1.3公斤，内置500瓦电机与自适应算法，可支持行走、徒步、上下楼梯等场景，续航长达4小 时；Pro版智能髌骨带则能凭借AI动态加压技术，打破传统防护装备"固定施压"的局限，实现不同运动场景下的精准防护。两产品还搭配了专属智能管理 APP，让防护更具针对性，运动更安心。 此前，迈宝智能嵌入式工程师黄浈轩与记者在灵岩山进行了一场"不公平登山竞赛"，展现了产品的强大性能。两人在同一起点"开赛"，穿戴了膝关节助力 类外骨骼的黄浈轩一路小跑、轻松上山，将记者远远甩在身后。据黄浈轩介绍，他穿戴的这套外骨骼不仅能帮助登山者省力气，还能有效保护膝盖。"这 款产品主要针对喜欢运动的人群，老年人也可以用，传统的登山类外骨骼更注重髋部的助 ...

2026年春节前夕，乐聚"夸父"机器人展厅版3.0发布，从全球首款5G-A人形机器人火炬手到西班牙国 王现场点赞，从-20℃亚冬会击掌到荣耀全球旗舰店"入职"，夸父的迭代路径清晰指向一个行业命题： 人形机器人如何在服务场景中真正实现"好用、易用、马上用"？ 机器人在展厅的核心价值，远不止于替代传统导览设备，更在于重塑访客与空间的互动关系。夸父3.0 的接待能力升级，正是围绕 身份识别与节奏让渡 两条主线展开。 身份识别： 从"千人一面"到"一人一策"。 毫秒级人脸识别破解了公共服务长期以来的"一视同仁"困 局。尊贵访客无需主动报备、无需人工核验，入口瞬间即被机器人"记住"，专属欢迎语与定制化路线 同步生成。这项能力的产业意义，不在于"认出谁"，而在于让专属感在无感中发生——服务从流水线 模式跃迁至个人化响应。 节奏让渡： 从"人跟机走"到"机随人动"。 夸父3.0提供两种导览模式，将参观主导权完全交还访客。 自主导览模式下，机器人领路在前，访客跟随参观，高效覆盖展线动能；跟随模式下，机器人退至身侧 1米内自动伴行，访客可随意驻足、折返、细看，参观节奏由人全权把控。传统导览中因被动跟随机器 而产生的"掉队焦虑" ...

智通财经APP获悉，2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果， 其中卧安机器人(06600)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3 月9日(星期一)起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，卧安机器人 有可能被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 近期，卧安机器人正式发布人形具身智能机器人onero。据了解，卧安机器人此次CES全球首发的onero 家庭保姆机器人，是专门为真实家庭场景打造的人形具身智能机器人。onero以VLA(视觉-语言-动作)模 型为核心，深度融合多模态感知、理解与动作生成能力，能看懂环境、理解环境，完成洗衣、洗碗、做 饭、收纳等繁琐家务。此外，1月10日，全球首家机器人网球训练场——深圳宝安超网中心"云馆"正式 开启试运行，卧安机器人旗下全球首款AI网球机器人Acemate重磅入驻，给运动爱好者提供随时可以陪 练的机器人运动搭子。 ...

Group 1 - The event "AI in Haidian for the New Year" will take place from February 19 to 23, featuring various AI elements and humanoid robots interacting with the public [2][6] - The event will showcase a variety of performances, including a lion dance by robots and a traditional dance with children, highlighting the fusion of culture and technology [4][6] - This year's robot soccer competition has been upgraded from 2V2 to 3V3, featuring fully autonomous AI decision-making and the addition of a penalty shootout [6][8] Group 2 - The event aims to demonstrate the strength of AI companies in Haidian, as the district is focused on becoming a global hub for artificial intelligence [8] - A total of 70 companies will present over 150 exhibits, with 65 companies from Beijing and 57 from Haidian participating [6][8] - The main venue will be at Wukesong Wanda Plaza, with additional locations at Haidian Joy City and Zhongguancun Grand Mall, and the event will be free for the public [8]

Core Insights - Shenzhen has over 74,000 companies related to the robotics industry, creating a vibrant ecosystem that integrates new information technology with advanced manufacturing [1] - The city is transforming from an electronics manufacturing hub to a global center for robotics innovation, supported by a comprehensive industrial system that spans from core components to application scenarios [2][3] Industry Overview - Shenzhen's robotics industry includes leading companies such as UBTECH, Yujian Technology, and others, with a full supply chain covering upstream components, midstream manufacturing, and downstream applications [2] - The industry has shown strong growth, with a reported increase in value added to the robotics sector reaching 5.559 billion yuan, a year-on-year growth of 31.4% in the first three quarters of 2025 [3] Government Initiatives - The establishment of the first AI (robotics) bureau in Longgang District aims to break down departmental barriers and streamline support for the robotics industry [4] - Shenzhen has implemented a policy framework that includes financial support for AI model training and data procurement, addressing high R&D costs and encouraging innovation [4] Ecosystem Development - The "Robot Valley" in Nanshan District is emerging as a key area for robotics innovation, supported by a strong network of universities and research institutions [2][5] - The integration of various sectors, including automotive and robotics, is being promoted to enhance innovation and application in the industry [5][6] Future Goals - Shenzhen aims to achieve an industry scale of over 100 billion yuan by 2027, focusing on key technology areas such as high-energy-density micro motors and multi-modal sensors [6] - The city is positioned as a model for industrial transformation and innovation, providing insights for broader industry development [6]

在广州海心沙全空间智能体验中心，前来参加APEC"中国年"首场正式活动的百余位政府官员，被现场 演示自主售卖爆米花的人形机器人所吸引，他们一边驻足参观，一边交流问询，深度了解中国科技创新 的最新成果。 整个过程，Atom需要在十几秒内，连贯完成识别顾客、取杯、装填、识别满杯状态、平稳放置递送等 一系列动作，并能应对现场各种干扰。 在行业普遍追逐高大全的落地场景之下，走进电影院卖爆米花，隐藏着越疆怎样的技术逻辑与商业考 量？ 谢凯旋谈到， 攻克专用场景的思路，其实更有助于机器人在可控范围内完成技术闭环验证，全面检验 机器人从感知、推理到执行的智能系统实战能力，为规模化落地探路。 上述机器人来自深圳越疆科技，正是年初火爆全网的越疆全自主人形机器人Atom。彼时，Atom进驻深 圳电影院，在无人辅助情况下，每日连续工作14个小时，实现日销爆米花1000杯、单日营收突破2万元 的业绩。 这是全球首例在复杂商业环境中，全自主运营的技术突破与应用落地，展现了该款机器人自身成熟的技 术实力与商业化落地方面的初步成果。 接下来则是量产。在参与APEC"中国年"活动展演前夕，越疆正式启动第三批全尺寸工业人形机器人 Atom的量 ...

Core Viewpoint - Li Auto has established a new humanoid robot department, appointing Zhan Yifei, a senior algorithm expert from the autonomous driving team, as the head, indicating a strategic shift towards robotics following advancements in autonomous driving technology [4][6]. Group 1: Organizational Changes - Zhan Yifei will oversee the research and product development of the humanoid robot department, while the previous head, Lang Xianpeng, will be leaving the company [6]. - The new humanoid robot team has begun to establish its software and hardware technology since its formation in January [4][6]. - The restructuring of the autonomous driving department involved splitting it and merging parts with the intelligent space department, leading to the creation of the humanoid robot department [7]. Group 2: Technological Expertise - Zhan Yifei has a background in key technologies such as BEV (Bird's Eye View) algorithms and world model algorithms, which are crucial for autonomous driving systems [6]. - The BEV algorithm, which converts multiple camera images into a unified bird's-eye view, has been pivotal in advancing Li Auto's autonomous driving capabilities [6]. - The world model approach enhances AI's understanding and prediction of physical world dynamics, improving decision-making capabilities in autonomous systems [6]. Group 3: Strategic Direction - Li Auto's CEO, Li Xiang, has emphasized that embodied intelligence is a significant direction for AI development, with humanoid robots expected to be a major product form following smart vehicles [6]. - The company aims to leverage its accumulated algorithm capabilities, data assets, and engineering experience from autonomous driving to the humanoid robot sector [7]. - The transition to humanoid robotics aligns with the company's long-term vision of integrating advanced AI technologies into various product forms [6][7].

如今，越疆正推动机器人从替代重复劳动的"工具"，进化为能够理解、适应并与人类协同的"智能体"。 （文章来源：21世纪经济报道） 春节前夕，越疆第三批全尺寸工业人形机器人Atom不仅出现在电影院爆米花窗口，还正式启动量产交 付，开始奔赴产业前线。 数据显示，Atom单日可全自主工作14小时，完成超1000杯爆米花制作，表现高效稳定，验证了人形机 器人在商圈影院消费场景中的产业化落地能力。 ...