撰文丨王聪 编辑丨王多鱼 排版丨水成文 在科幻电影中，我们常看到 昆虫 被改造成活体机器人的场景。如今，新加坡 南洋理工大学 的研究团队把科幻变成了现实——他们开发出 全球首个 昆虫-计算机 混合机器人 全自动生产线，只需 68 秒就能将一只普通蟑螂改造成可远程控制的"活体机械蟑螂"！ 为什么选择蟑螂？ 该研究以： Cyborg insect factory: automatic assembly for insect-computer hybrid robot via vision-guided robotic arm manipulation of custom bipolar electrodes 为题，于 2025 年 7 月 28 日发表在了 Nature 子刊 Nature Communications 上。 论文第一作者 Qifeng Lin ，本科毕业于哈尔滨工业大学深圳校区，现为新加坡南洋理工学博士研究生。 该论文揭示了一个反常识的真相：在某些特殊任务中，活体昆虫比人造机器更具优势： 革命性控制技术 传统方法需在蟑螂脆弱的触角 （直径仅0.6mm） 植入电极，成功率低且损伤大。而这项研究首次 ...

Group 1 - Sichuan Embodied Humanoid Robot Technology Co., Ltd. signed a contract to establish the "Provincial Humanoid Robot Manufacturing Innovation Center," marking the first joint manufacturing innovation center in the province [2] - Honda announced a $20 million investment to build a new motorcycle production facility in Izmir, Turkey, with an initial capacity of 100,000 units per year, aiming to increase to 200,000 units in the future [2] - InnoCare responded to its collaboration with NVIDIA, stating that the partnership is still in the testing phase and has not yet generated substantial orders, despite a significant stock price increase [2] - Neuralink, Elon Musk's brain-machine interface company, announced the launch of clinical research in the UK to test its chip's ability to help severely paralyzed patients control digital and physical tools through thought [2]

山东省工业和信息化厅等25部门近日联合印发《山东省机器人产业高质量发展行动计划(2025-2027年)》 (以下简称《行动计划》)。《行动计划》推出18条措施，力争到2027年，全省机器人制造产业规模突破 500亿元，打造成全国机器人研发制造增长极和应用新高地。 《行动计划》提出，力争到2027年，全省机器人制造产业规模突破500亿元，培育产值超20亿元的机器 人制造领军企业3家以上，布局建设覆盖工业、服务、特种和人形机器人四大领域的创新平台，推动机 器人产业与人工智能深度融合，机器人产品从传统作业模式向具身智能作业模式转变、从中低端应用场 景向中高端领域拓展，在装备制造、智能家电、智慧农业、医疗康养、安全应急、警务运行、智慧矿 山、文化旅游、教育教学等领域形成一批典型应用场景，机器人产业科技创新能力和发展质效明显提 升，将山东省打造成全国机器人研发制造增长极和应用新高地。 按照《行动计划》，山东省将推动关键技术创新。加强前瞻技术布局。把机器人前沿技术和关键装备列 入省级科技计划重点方向，突破人工智能算法、高精度传感器、先进伺服系统等关键核心技术，加快与 元宇宙、脑机接口等前沿技术融合，探索跨学科、跨领域创新 ...

Core Insights - Songyan Power achieved mass production and delivery of 105 humanoid robots in July, with a month-on-month growth of 176% [1][3] - The N2 humanoid robot, which gained attention as the "runner-up" in the Beijing Yizhuang Half Marathon, accounted for 92 units of the total delivery [1] - The company received over 2,000 intention orders and contracts exceeding 100 million yuan within a month after the marathon event [3] Company Performance - The N2 humanoid robot is 1.2 meters tall, weighs 30 kilograms, and features 18 degrees of freedom, enabling various movements including running at a speed of up to 3.2 meters per second [1] - The E1 humanoid robot contributed 13 units to the total delivery in July [1] - Songyan Power's rapid scaling to over 100 units delivered in less than two months since starting mass production indicates strong market demand [3]

乐歌股份（300729.SZ）8月1日在投资者互动平台表示，目前公司自用的仓储助力机器人的核心程序及 控制软件为自研，构成部件等主要以外采为主，暂未进行规模化量产。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问我司目前物流机器人产能有多少？机器人的线性 驱动等核心技术有没有授权第三方合作开发？外骨骼机器人进展如何？ ...

Core Viewpoint - The stock of Upwind New Materials (SH688585) has experienced significant volatility, leading to a temporary suspension for investigation due to abnormal trading conditions, with a notable increase in stock price from 7.78 yuan to 92.07 yuan, driven by a major acquisition plan [1][2][3]. Group 1: Stock Performance and Trading Activity - Upwind New Materials' stock price surged over 10 times in 2023, reaching a high of 99 yuan, with a closing price of 92.07 yuan on July 30, reflecting a 9.37% increase on that day [2][3]. - The stock has been under close monitoring, having triggered severe abnormal trading conditions seven times from July 9 to July 30, with the company issuing nine related announcements [3]. - The trading volume has significantly increased, with turnover rates ranging from 4.80% to 9.50% during the last week of July, indicating heightened investor activity [3]. Group 2: Acquisition and Corporate Changes - An acquisition plan was announced on July 8, where Shanghai Zhiyuan New Technology Co., Ltd. intends to acquire at least 63.62% of Upwind New Materials, changing the controlling shareholder to Zhiyuan and its management team [4]. - The acquisition is positioned as a landmark case for new productivity enterprises in the A-share market and is the first acquisition case for embodied intelligent companies on the Sci-Tech Innovation Board [4]. - The company clarified that the acquisition does not constitute a reverse merger and that there are no plans for asset sales or mergers within the next 12 months [4]. Group 3: Business Operations and Market Position - Upwind New Materials specializes in the research, production, and sales of environmentally friendly high-performance corrosion-resistant materials, wind turbine blade materials, new composite materials, and circular economy materials, with no significant changes in its core business [2]. - Zhiyuan Robotics has secured significant orders, including a major contract with China Mobile for humanoid biped robots, valued at 1.2405 billion yuan, marking a significant milestone in the domestic humanoid robot sector [5]. - The company is exploring international markets, including the Middle East and Southeast Asia, and has received substantial orders from automotive clients, indicating a growing presence in various sectors [5].

金融界消息 截至2025年7月31日收盘，机器人（300024）报收于16.89元，下跌1.17%，换手率2.04%， 成交量31.28万手，成交金额5.35亿元。 资金流向方面，今日主力资金净流出3893.24万元，占比成交额7.28%。其中，超大单净流出1247.12万 元、占成交额2.33%，大单净流出2646.12万元、占成交额4.95%，中单净流出流入1346.69万元、占成交 额2.52%，小单净流入2546.55万元、占成交额4.76%。 来源：金融界 天眼查商业履历信息显示，沈阳新松机器人自动化股份有限公司，成立于2000年，位于沈阳市，是一家 以从事研究和试验发展为主的企业。企业注册资本156561.995万人民币，实缴资本9050万人民币。公司 法定代表人为张进。 通过天眼查大数据分析，沈阳新松机器人自动化股份有限公司共对外投资了29家企业，参与招投标项目 1932次，知识产权方面有商标信息91条，专利信息1875条，此外企业还拥有行政许可60个。 机器人最新一期业绩显示，截至2025一季报，公司营业总收入6.88亿元、同比减少6.14%，归属净利润 5026.64万元，同比减少24.51 ...

Core Insights - The company has signed strategic cooperation agreements with multiple leading companies in the field of embodied intelligence [1] - The company has received orders for components, dexterous hands, joint modules, and complete machine assembly [1] - The company has established multiple production lines for key components such as rolling ball screws, hollow cup motors, reducers, and dexterous hand structural parts, and provides complete machine assembly services to clients [1] - The dexterous hand assembly line has achieved mass production [1] - The company has provided application development and complete machine assembly services for several embodied intelligence enterprises [1]

每经AI快讯，有投资者在投资者互动平台提问：你好，请问公司的人形机器人是否还仅限于概念中， 并无实质性的进展？ 领益智造（002600.SZ）7月31日在投资者互动平台表示，公司目前在人形机器人机加工结构件、核心零 部件、关节等模组、整机组装与应用落地开发方面已都具备订单。 （文章来源：每日经济新闻） ...

Group 1 - The core point of the article is the signing of a framework contract between Sanhui Electric's subsidiary and Zibo Blue Ribbon Health Management for the sale of robotic equipment [1] - The agreement stipulates a minimum sales quantity of 50 units in 2025, 300 units in 2026, and 450 units in 2027 [1] - Specific product names and models for commercial and household robots will be determined in subsequent implementation agreements [1]