新华财经上海11月5日电（记者王鹤） 11月5日，在第八届虹桥国际经济论坛-人形机器人创新发展合作分论坛上，宇树科技创始人兼CEO王兴兴对具身智能 的"ChatGPT时刻"何时到来作出前瞻判断。他指出，当前人形机器人的核心发展仍取决于具身智能大模型的进展速度，并提出了实现突破需解决的模型与数 据等三个关键问题。 图为：宇树科技创始人兼CEO王兴兴 具身机器人当下及未来最关键的核心技术：机器人大模型 在王兴兴看来，谁能在未来一两年内实现"在80%的陌生场景中完成80%任务"的突破，谁就是全球最领先的具身智能。 "目前人形机器人（包括具身智能）最关键的还是机器人大模型（具身智能模型）的进展速度，我觉得稍微有点慢了。"王兴兴表示，相对去年来说，今年深 度强化学习的全身运控的进步非常明显，但在具身大模型，"端到端能干活"的技术进步稍微慢了一点，但总体而言其对人形机器人的前景较乐观。 王兴兴称，"具身机器人目前的发展阶段类似于ChatGPT发布前的1-3年左右，大家已经发现了方向，但还没有做成可以突破临界点的事情。" 具身智能ChatGPT会是什么样子的？ 对于真正的具身智能的ChatGPT时刻会是什么样子，王兴兴提出 ...

分析师 文煊 证券研究报告 智领全球，竞逐蓝海 —— 割草机器人行业深度 行业评级：看好 2025年11月5日 分析师 马莉 邮箱 mali@stocke.com.cn 证书编号 S12305200700022 分析师 张云添 邮箱 zhangyuntian@stocke.com.cn 证书编号 S1230524020006 邮箱 wenxuan@stocke.com.cn 证书编号 S1230523120003 核心观点 • 割草机器人是一门好生意：刚需、技术上升期、低渗透空间大。 2 ✓ 割草在欧美是一门文化，在欧美等发达国家，由于土地资源较为丰富、居民生活水平较高，以及受热衷打理草坪的人文环境和家庭理 念影响，草坪文化盛行，此外美国许多州和社区对草坪维护有明确规定，未及时修剪可能面临多重后果。 ✓ 36Kr援引弗若斯特沙利文数据显示全球割草机器人年销量在120-130万台， 由于2021年以来各厂商使用RTK、激光雷达等各种定位 和避障技术发展，割草机迎来了新一波"无边界"的智能化浪潮，智能割草机器人从2022年的2.9万台快速增长至2024年的38万台。 添加标题 ✓ 按照1500-2000万台数据测 ...

以下文章来源于财联社AI daily ，作者黄心怡 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 在第八届虹桥国际经济论坛"人形机器人创新发展合作"分论坛上，宇树科技创始人王兴兴发表了主题演讲。 他表示，今年机器人产业非常非常火热，个人比较乐观估计，全中国智能机器产业平均每家公司增长至少超过50%-100%。 谈及何时实现真正的具身智能"ChatGPT时刻"，王兴兴认为， 真正的具身智能在"ChatGPT时刻"是在陌生的生活场景中，如果给机器人发 送语音或文字，机器人大概能实现80%左右的任务 。 "这个场景是人形机器人完全没有预训练过的，能达到80%左右的成功率，已经是非常突破性的技术了，而且基本可以达到ChatGPT时刻， 这是非常非常重要的目标。未来一年到两年，当然希望我们公司能实现。但说实在，目前全世界做AI还是概率成分、看运气。如果明年、后 年谁能把这个目标实现了，毋庸置疑应是全球最领先的具身智能AI模型。" "原本这个数据是我猜的，但前段时间有个相对比较准确的出口数据，我国出口工业机器人增长54.9%。在工业机器人领域都有这样的增 长，那我觉得在 ...

Core Insights - Tesla is facing significant challenges in producing flexible robotic hands for its Optimus humanoid robots, leading to a reduction in its production plans for thousands of units this year [1][3] - In contrast, a Chinese company, InTime Robotics, has successfully achieved mass production and commercialization of dexterous robotic hands, with a shipment of nearly 4,000 units in just the first half of this year, positioning itself as a global leader in this field [1][4] Group 1: Technical Challenges - The robotic hand is the most technically dense and difficult component in humanoid robots, with Tesla struggling to integrate sufficient degrees of freedom and sensors within a compact design [3][4] - InTime Robotics has overcome the transition from laboratory prototypes to mass production through self-research and nearly a decade of experience, allowing it to lead in the market [4][6] Group 2: Innovative Design and Manufacturing - InTime Robotics developed a linear drive design that integrates motors, reducers, screws, and sensors into a compact actuator, enabling effective control of finger movements within limited space [4][6] - The introduction of the micro-servo cylinder has significantly lowered the barriers to research and manufacturing of dexterous hands, making it a preferred solution in the market [6][12] Group 3: Product Iteration and Market Adaptation - InTime Robotics is set to release two major product lines in 2025, showcasing its strong capability for continuous product iteration and adaptation to customer needs [7][10] - The RH56F1 series, designed for humanoid robots, features advanced sensing capabilities and a robust structure, while the RH5EG1 series offers high flexibility and precision, demonstrating the company's commitment to innovation [10][12] Group 4: Competitive Advantage and Market Position - InTime Robotics has established long-term barriers in core technology, production systems, and organizational mechanisms, enabling it to convert technology into stable products effectively [13][15] - The company has developed specialized assembly and testing tools, ensuring high consistency and quality control in production, which contributes to its competitive edge [15][16] Group 5: Industry Implications - The dexterous hand is a critical component for the advancement of humanoid robots, with Tesla's struggles highlighting a common technical bottleneck in the industry [16] - InTime Robotics' success not only positions it as a benchmark in China's dexterous hand sector but also reflects the broader advancements in China's high-tech manufacturing capabilities [16]

来源：新浪网 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 他提到，汽车的发展很多时候是偏低曲线的，线性的，因为汽车跟前安全监管相关，强政策相关商品。 但是机器人如果过了技术和产品的拐点，会是一个非常高速度的成长。 "在我心目中，iPhone 4是苹果做的第一个最棒的产品，在那之后整个行业就快速起来了。机器人可能也 会在未来的，四代、五代事件，出现一个超大的转折点。"他表示。 新浪科技讯 11月5日下午消息，今日，2025小鹏科技日活动上，小鹏汽车CEO何小鹏向新浪科技等表 示，汽车现在全球是10万亿美金的市场，一年生产9000万台车，但机器人会是20万亿美金的市场。 ...

近日，机器人大讲堂获悉，深圳揽月动力科技有限公司（以下简称 "揽月动力"）已完成数千万元天使轮融 资。 本轮投资方阵容包括银河通用、泸州老窖集团旗下金舵投资、建银国际以及L2F光源创业者基金，光源 资本担任独家财务顾问 。本轮资金将主要用于其首款双轮人形机器人的产品化推进与场景落地准备工作。 据了解， 揽月动力是一家 专注于强交互 、 复杂操作机器人研发与商业化 的科技企业。公司核心团队汇聚了 来自北京大学、清华大学、佐治亚理工学院、伦敦政治经济学院等多所国内外知名高校的科研人才，在机器人 控制、力学等领域具备深厚的科研、产品化和商业化经验。 公司 CEO刘世捷为连续创业者，拥有跨领域的资源整合与商业化落地能力。在投身科技创业之前，他曾在金 融行业深耕多年。此后，他联合创办了一家智驾座舱科技公司，专注于汽车电子领域近十年，带领团队实现了 公司从零到上亿营收的突破，积累了深厚的工程化与产业化交付经验，推动技术从研发到市场的全链条落地。 技术研发方面，揽月动力由北京大学先进制造与机器人学院助理教授、北京大学 -揽月动力联合实验室主任王 雪峰博士领衔。王雪峰博士拥有上海交通大学与普渡大学机械电子双学士学位，以及马里 ...

Group 1 - Lens Technology has signed a strategic cooperation agreement with Yujian Robotics, committing to purchase 1,000 collaborative robots by 2025, aimed at enhancing production efficiency and flexibility through human-robot collaboration [3] - The establishment of Gansu Humanoid Robot Innovation Center marks a significant step in the humanoid robotics sector in Gansu, with a registered capital of 10 million RMB, focusing on research and development of intelligent robots [5] - Midea has rebranded its subsidiary to KUKA Robotics Automation, emphasizing its focus on industrial robots, with a revenue of 22.6 billion RMB in the first three quarters of 2025, and plans to expand into humanoid robotics [7] Group 2 - Beijing General Artificial Intelligence Research Institute has achieved a breakthrough in robot algorithms with a new control theory that improves task success rates by approximately 39.5% without the need for force sensors, enhancing robot capabilities in complex tasks [10] - 360 has open-sourced the FG-CLIP2 model, which outperforms competitors in visual language tasks, enabling precise execution of complex commands by robots, thus advancing AI technology from perception to cognition [13]

Core Viewpoint - Tesla is facing significant challenges in producing flexible robotic hands for its Optimus humanoid robots, leading to a reduction in production plans for thousands of units in 2023. In contrast, a Chinese company, InTime Robotics, has successfully achieved mass production and commercialization of dexterous hands, positioning itself as a global leader in this field [1][3]. Group 1: Challenges in Robotic Hand Production - The robotic hand is the most technically dense and difficult component in humanoid robots, with Tesla struggling to integrate sufficient degrees of freedom and sensors within a compact design [3]. - InTime Robotics has overcome the bottleneck from laboratory prototypes to mass production through self-research and nearly a decade of experience, allowing it to advance from initial development to optimization [4][5]. Group 2: Technological Innovations - InTime Robotics recognized early on that the challenge lies in efficiently producing consistent and usable dexterous hands while maintaining performance [4]. - The company employs an innovative linear drive design that integrates motors, reducers, screws, and sensors into a compact actuator, facilitating the control of finger movements within limited space [5][7]. Group 3: Product Iteration and Market Position - InTime Robotics has demonstrated strong iterative capabilities with the launch of two significant product series in 2025, showcasing its technical depth and adaptability to diverse humanoid robot needs [8][10]. - The RH56F1 series features a full-metal design and advanced multi-modal sensing capabilities, enhancing its precision and adaptability for industrial automation and humanoid robots [10][13]. Group 4: Competitive Advantages - InTime Robotics has established long-term barriers in core technology, production systems, and organizational mechanisms, enabling it to convert technology into stable products while understanding customer needs [15][16]. - The company has developed specialized assembly and testing tools to ensure high consistency and quality control, which are critical for the performance of dexterous hands [15]. Group 5: Implications for the Industry - The dexterous hand is crucial for the practical application of humanoid robots, and the challenges faced by Tesla reflect a broader technological bottleneck in the global robotics industry [16]. - InTime Robotics' success in mass production and continuous innovation positions it as a benchmark in China's dexterous hand sector, with potential to lead in the global humanoid robot market [16].

Core Insights - Amazon and JD.com are accelerating the deployment of logistics robots, with Amazon aiming for 75% operational automation by 2033 and JD.com planning to purchase 3 million robots over the next five years, indicating a significant market expansion in automated warehousing [1][3] - The company, Geek+, has secured multiple logistics robot projects from a well-known e-commerce giant, totaling over 300 million yuan, reflecting strong market recognition and a surge in orders exceeding 1 billion yuan this year, with a growth rate of over 30% and a customer repurchase rate above 80% [1][2] Group 1: Technological Advancements - Geek+ has launched a new unmanned picking workstation and the first full-process unmanned picking robot solution, positioning itself among the few companies capable of achieving full automation in the picking process [2] - The traditional picking process accounts for over 50% of overall warehousing costs, and Geek+'s solution integrates AI visual recognition, robotic arm control, path planning, and intelligent scheduling to significantly enhance picking efficiency [2] Group 2: Market Dynamics - The global market for intelligent logistics is entering a growth phase driven by rising labor costs and the need for efficiency, with the trend towards unmanned warehouses becoming inevitable [3][5] - The AMR (Autonomous Mobile Robot) market is projected to grow at a compound annual growth rate of over 30% in the next three years, with the Chinese market expected to grow even faster, as major companies like Amazon and JD.com increase their investments in robotic warehousing [3][4] Group 3: Company Positioning - Geek+ has deployed over 66,000 robots across more than 40 countries and regions, serving over 850 clients, establishing itself as a comprehensive intelligent robot service provider [4] - The company is focusing on integrating hardware, software, and algorithms to enhance its product matrix and customer loyalty, while also advancing its embodied intelligence strategy to achieve full-process unmanned warehouse capabilities [4][5] Group 4: Market Sentiment - Major financial institutions, including Morgan Stanley and Daiwa Securities, have expressed optimism about Geek+'s growth potential, with expectations of continued high order growth and a target price set at 38 HKD, indicating strong market confidence in the company's leading technology and commercialization capabilities [6]

日前，落户西伏河机器人产业园的江苏大陆智源科技有限公司收到来自中国酒泉卫星发射中心测发部门的感谢信和"智驱巡防保发射安澜源聚匠心助神舟 圆满"的锦旗，并对该公司在神舟二十一号载人飞行任务中的安防保障工作予以肯定。信中指出，公司团队"服从命令、听从指挥、迅即部署、精心准备， 以高昂的敬业精神，扎实的工作作风和饱满的工作热情，有力保障发射任务取得圆满的成功。"同时表达了未来深化合作的殷切期待。 感谢信 我们对贵公司的热诚服务和精心保障表示衷心感谢, 衷心期待未来能继续保持紧密的合作关系,共同携手,为 综合提升安保能力、维护发射场安全做出更大的贡献! 中国酒泉] 心测发部门 2025年10月31日 据悉，在执行任务期间，大陆智源派出由索殿君、张鑫、金典组成的工程师团队，携四台智能机器人奔赴发射场参与保障。其中，两台ANDI-安防巡检机 器人作为曾参与神舟二十号载人飞船发射任务的成熟装备，再次凭借稳定可靠的性能顺利完成巡检任务；而首次亮相的"神州卫-全地形保障机器人"，则 依托其对户外环境适应性与智能作业能力，在任务中承担了户外区域的巡检工作。 据江苏大陆智源科技有限公司厂长刘勇介绍："神州卫"是大陆智源完全自主研发 ...