通知 | 关于举办"2026大湾区工业具身智能大会"的通知 机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初， 工业和信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密 度较2020年实现翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质 量发展的能力明显增强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机 器人有望成为继计算机、智能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来2026上半年国内外机器人 及人工智能领域行业活动活动榜单 ，供大家参考。 2026.02.01-06.30 机器人及人工智能相关活动预告 1 2026脑机接口开发者大会 时间： 2026.02.03-02.04 地点： 天津富力万达文华酒店 主办单位： 脑机接口产业联盟、脑机交互与人机共融海河实验室、天津大学 2 2026年第18届机器学习与计算国际会议(ICMLC 2026 时间： 2026.02.0 ...

Core Viewpoint - The incident of the IRON humanoid robot falling during its first public showcase in Shenzhen has sparked significant attention, highlighting both the challenges and advancements in humanoid robotics technology [1][11]. Group 1: Incident Overview - The IRON robot, developed by XPeng Motors, fell once during its walking demonstration at a public event, which drew immediate public interest [1]. - XPeng's Vice President, "Thomas Electric Train" (Yu Tao), provided a quick explanation and noted that the event's host cleverly alleviated the awkwardness by reflecting on the importance of overcoming setbacks in life [1]. - XPeng's Chairman, He Xiaopeng, shared a metaphor on social media, likening the robot's fall to a child's learning to walk, emphasizing resilience and progress [5][7]. Group 2: Product Specifications - IRON is XPeng's first mass-production humanoid robot, set to debut in November 2024, with plans for large-scale production by the end of 2026 [10]. - The robot is designed at a 1:1 human scale, standing 178 cm tall and weighing 70 kg, featuring a bionic structure with 82 degrees of freedom, including 22 in the hands [10]. - It is equipped with three self-developed Turing AI chips, achieving a total computing power of 2250 TOPS, and can run a 30 billion parameter model locally [10]. Group 3: Market Context - The humanoid robot market is experiencing significant growth, with major companies like Yushun and Zhi Yuan achieving annual shipments exceeding 5,000 units, indicating a substantial increase in production capacity [14]. - The market concentration is high, with the top three companies holding a combined market share of 79.63% as of the first half of 2025 [15]. - The Chinese humanoid robot market is projected to reach sales of 122,700 units by 2030, supported by government policies and substantial funding [17].

方正证券研报指出， 中坚科技2025年预计实现归母净利润1.15-1.73亿元，同比增长77.90-166.85%。此 前公司针对具身智能业务进行了全面的战略布局，目前已经初步看到成效，一方面公司2025年度归母净 利润提升的影响主要来源于公司全资子公司持有1X公司部分股权的公允价值变动产生的投资收益，另 一方面公司在产品、客户、订单方面也都有了重大进展，看好公司未来加速具身智能业务的落地。ToC 端业务公司持续推进与行业领先的终端设备提供商在 机器人业务方面的合作，有望抢占具有战略意义 的机器人蓝海市场，推动下游应用加速落地。公司此前已战略入股海外机器人领先企业1X，作为1X链 国内供应商有望显著受益。考虑到25年公司投资收益影响较大及公司具身智能业务进展较快，上调了业 绩预测，公司与华为、英伟达、1X等产业巨头合作紧密，或充分受益机器人产业趋势提速。维持"推 荐"评级。 ...

天眼查App显示，近日，北京人形机器人创新中心有限公司发生工商变更，新增北京百度网讯科技有限 公司、北京市人工智能产业投资基金(有限合伙)等为股东，同时，注册资本由4.6亿人民币增至约6亿。 (界面) ...

Group 1 - The 9th Zhongguancun International Frontier Technology Competition recently held its AI application semi-finals, showcasing top projects such as a dexterous intelligent platform and AI-enabled tumor precision diagnosis [1] - The dexterous robotic hand developed by Lingxin Qiaoshou can replicate 33 precise grasping actions and is priced at one-tenth of similar international products while achieving several times the core skill level [1][2] - Lingxin Qiaoshou has become a leading supplier in the global dexterous hand market, with 80% of high-degree-of-freedom dexterous hands worldwide sourced from the team [2] Group 2 - The company has delivered over 10,000 units of its products by 2025, which are now used in research at top universities and by major industrial firms like Huawei and Samsung [2] - The flexible electronic skin developed by Mogan Technology allows robots to sense weight, temperature, and texture, enhancing their operational capabilities and safety [2][3] - The competition highlighted various AI application projects, including a hybrid Hall electric propulsion system for low-orbit satellites and an AI-based virtual power plant system expected to generate 300 million yuan in revenue this year [3]

Group 1 - The robotics sector is experiencing a shift from technology research to large-scale commercialization, with the Optimus V3 plan set for mass production by the end of the year being a significant milestone [2] - Investment focus should be on complete machines and core components, including actuators, reducers, and screws, as the domestic supply chain is expected to benefit in the long term [2] - The year 2026 is identified as a critical period for the commercialization of embodied intelligence, with simultaneous advancements in technology breakthroughs and ecosystem development [2] Group 2 - Tesla's announcement of the third-generation humanoid robot, with an expected annual production of one million units, indicates a significant shift in production lines at its Fremont factory, which will be converted to produce humanoid robots by the end of 2026 [1] - The Tesla humanoid robot features a fully independent supply chain, with all components designed based on first principles, suggesting a longer ramp-up period for mass production compared to automotive products [1] - The transformation of Tesla's production line signals the beginning of a capacity competition in the robotics industry, with various public demonstrations expected to drive the adoption of robots in everyday scenarios [2]

Core Insights - The external skeleton robot industry is entering a phase of accelerated commercialization driven by policy support, technological advancements, and expanding application scenarios [2][3] Policy Support - Recent years have seen increasing policy support for the external skeleton robot market, with various government departments releasing initiatives to promote the industry [2] - Key policies include the "Robot+" application action plan released in January 2023, which encourages the application of external skeleton robots in elderly care [2] - The National Medical Products Administration's announcement in July 2025 aims to expedite the establishment of standards for medical external skeleton robots, further supporting innovation in high-end medical devices [2] Commercialization Acceleration - The commercialization of external skeleton robots is being driven by advancements in technology, payment models, and application areas [3] - Technological improvements have addressed early product limitations, enhancing efficiency and reliability through better battery density, lightweight materials, and smart algorithms [3] - Innovative payment models, including insurance collaborations and leasing options, are reducing financial barriers for users [3] - The application landscape has expanded from medical rehabilitation to industrial and consumer sectors, significantly increasing market demand [3] Market Scale - The global external skeleton market is projected to reach approximately 3.9 billion RMB by 2025, with rapid growth expected over the next 6-8 years [4] - China's external skeleton robot market has grown from 0.045 billion RMB in 2018 to 1.06 billion RMB in 2023, reflecting a compound annual growth rate of 88% [4] - The potential long-term demand for external skeleton robots could reach tens of millions of units, with a market size potentially exceeding 100 billion RMB [4] Core Components - The growth in demand for external skeleton robots is expected to expand the markets for key components such as motors, reducers, and posture sensors [5] - Estimates suggest that the market for key components could see significant growth, with potential increases of 3.2 billion RMB for motors, 8 billion RMB for reducers, and 4 billion RMB for posture sensors [5] - Companies like Xinjie Electric and Lide Harmonic are highlighted as key players in the motor and reducer markets, respectively [5] Domestic Company Developments - Current products are primarily focused on medical rehabilitation, with plans to expand into consumer and industrial products [6] - Companies like Xiangyu Medical and Cheng Tian Technology are leading in the development and deployment of medical external skeleton robots [6][7] - Fourier and Maibu Robotics are also noted for their innovative approaches in rehabilitation and flexible drive technology, respectively [7]

Core Insights - Recently, Lingyi Intelligent Manufacturing's subsidiary, Lingyi Robotics, signed a strategic cooperation agreement with Magic Atom, focusing on the embodied intelligence sector [1] - The collaboration aims to enhance robot manufacturing services, industrial implementation, factory production line expansion, overseas business development, and product agency through deep synergy [1] - The partnership is based on the principle of "complementary advantages and long-term win-win," where Magic Atom will prioritize using Lingyi Intelligent Manufacturing's robot components and services under equal conditions [1] Company Collaboration - The core components provided by Lingyi Intelligent Manufacturing include body structure parts, servo motors, drivers, reducers, and solutions for high-power charging and heat dissipation [1] - The cooperation will gradually expand to include joint construction of industrial bases, capacity expansion, and overseas collaboration [1] - Lingyi Intelligent Manufacturing will leverage its global network of 80 production bases and delivery centers to support Magic Atom's "embodied intelligence + X" strategy on a global scale [1]

凤凰网科技讯2月2日，据特斯拉官微消息，第三代特斯拉人形机器人即将亮相，并没有沿用现有的任何 供应链体系，而是从第一性原理出发，进行重新设计，通过观察人类行为即可学习新技能，预计年产百 万台。 马斯克称，特斯拉人形机器人可以通过演示、口头描述、甚至展示一段视频，就能够执行任务，并表 示"它的表现将令所有人大吃一惊。" ...

北京人形机器人创新中心有限公司成立于2023年11月，法定代表人为熊友军，经营范围包括工业机器人 制造、智能机器人的研发、智能机器人销售、工业机器人销售等。股东信息显示，该公司现由北京小米 机器人技术有限公司、北京行者天工机器人有限公司及上述新增股东等共同持股。 天眼查App显示，近日，北京人形机器人创新中心有限公司发生工商变更，新增北京百度网讯科技有限 公司、北京市人工智能产业投资基金（有限合伙）等为股东，同时，注册资本由4.6亿人民币增至约6 亿。 ...