温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 从产品和技术层面考量，目前国内人形机器人创企粗略可分为两大阵营，以[宇树科技]为代表的以运动能力为亮 点的"硬件派"和以[智元机器人]、[银河通用]为代表的以具备强大AI能力为亮点的"软件派"。 随着， 国内头部人形机器人创企[ 北京银河通用机器人有限公司 ]（以下简称"银河通用"）于 6月23日 官宣完成 由宁德时代领投的11亿元新一轮融资，累计融资已超24亿元，晋升"独角兽"阵营后，"软件派"再次呈现"南"智元 机器人，"北"银河通用两强局面，同时也不乏它石智航、星海图等高估值创企伺机而动，争夺"软件派"头把交 椅。 不同于[智元机器人]采用 "高举高打" 发展模式， 用运营大公司的方式创业， 多产品线、多商业化场景落地路 线， [银河通用]则是典型的创企发展路线，更是"百花齐放"的人形机器人赛道的一股清流，专 注于 ...

Core Viewpoint - The article discusses the contrasting dynamics in the robotics industry, highlighting the significant investment interest in companies like Yushutech, despite a general skepticism about the commercialization of robotics technology [1][3][21]. Financing and Investment - Yushutech recently completed a Series C financing round, attracting major investors such as China Mobile, Geely, Tencent, Ant Group, and Alibaba, with total funding exceeding 1 billion yuan and a valuation around 10 billion yuan [1][2]. - The company has successfully raised over 1 billion yuan in multiple financing rounds, indicating strong investor confidence despite some investors expressing concerns about the lack of commercial viability in the robotics sector [1][2]. Market Position and Product Offerings - Yushutech's robotic products include quadruped robots and humanoid robots, with the quadruped robots achieving a global sales volume of approximately 23,700 units in 2023, capturing a market share of 69.75% [14]. - The humanoid robots, particularly the H1 model, gained significant public attention after appearing on the Spring Festival Gala, although they are not yet available for retail [3][14]. Technological Development and Challenges - Yushutech is focusing on enhancing the movement and stability of its robots, with a current emphasis on hardware performance rather than AI-driven automation [4][21]. - The company holds 161 patents, primarily related to hardware design and motion control, but has only released two patents in 2025, both related to dance performance methods, indicating a limited focus on AI applications [11][12]. Competitive Landscape - The robotics market is becoming increasingly competitive, with new entrants like ZhiYuan Robotics launching AI-driven models that offer advanced capabilities such as autonomous actions and natural language processing [13][20]. - Yushutech faces challenges in expanding its product applications beyond entertainment and demonstration, as consumer expectations evolve towards more functional uses of robots [20][21]. Future Outlook - The robotics industry is projected to grow significantly, with estimates suggesting the market could reach $108 billion by 2028, driven by advancements in AI technology [21]. - Yushutech's future growth may depend on its ability to innovate and adapt to market demands, particularly in developing robots that can perform practical tasks beyond entertainment [21].

Core Viewpoint - Jiangsu Harbin Intelligent Robot Co., Ltd. has received a decision from the Shenzhen Stock Exchange to terminate its stock listing, which will subsequently transfer to the National Equities Exchange and Quotations for management in the delisting sector [2][3]. Group 1: Termination of Listing - The Shenzhen Stock Exchange has decided to terminate the listing of Jiangsu Harbin Intelligent Robot Co., Ltd.'s stock as of June 12, 2025 [2]. - Following the termination, the company's stock will be managed in the delisting sector, requiring the company to engage a qualified securities firm for share transfer services [3]. Group 2: Engagement of Sponsor Broker - Jiangsu Harbin Intelligent Robot Co., Ltd. has signed a stock transfer agreement with Great Wall Guorui Securities Co., Ltd. to act as its sponsor broker [3]. - The sponsor broker will handle the necessary procedures for share exit registration, re-confirmation, and registration settlement in the delisting sector [3]. Group 3: Company Information - Jiangsu Harbin Intelligent Robot Co., Ltd. is a limited liability company with state-owned control, established in February 1997, with a registered capital of 335 million yuan [4]. - The company is located in Xiamen and engages in various securities-related services, including brokerage, investment consulting, and asset management [4]. Group 4: Other Matters - Prior to the delisting, the company has disclosed relevant information through designated media, and further announcements regarding share confirmation and registration procedures will be made [4].

Core Insights - The article discusses the unprecedented turning point in AI development, highlighting the rise of embodied intelligence, which allows machines to understand language, navigate complex environments, and make intelligent decisions [1][2]. Group 1: Embodied Intelligence - Embodied intelligence is defined as AI systems that not only possess a "brain" but also have a "body" capable of perceiving and interacting with the physical world [1]. - Major tech companies like Tesla, Boston Dynamics, OpenAI, and Google are competing in this transformative field, which is expected to revolutionize various industries including manufacturing, healthcare, and space exploration [1]. Group 2: Technical Challenges - Achieving true embodied intelligence faces significant technical challenges, requiring advanced algorithms and a deep understanding of physical simulation, robot control, and perception fusion [2][4]. - MuJoCo (Multi-Joint dynamics with Contact) is identified as a key technology in this domain, serving as a high-fidelity training environment for robot learning [4][8]. Group 3: MuJoCo's Role - MuJoCo allows researchers to create realistic virtual robots and environments, enabling millions of trials and learning experiences without the risk of damaging expensive hardware [6][4]. - The simulation speed can be hundreds of times faster than real-time, significantly accelerating the learning process [6]. - MuJoCo has become a standard tool in both academia and industry, with major companies utilizing it for robot research [8]. Group 4: Practical Training - A comprehensive MuJoCo development course has been designed, focusing on practical applications and theoretical foundations, covering topics from physical simulation to deep reinforcement learning [9][10]. - The course is structured into six modules, each with specific learning objectives and practical projects, ensuring a solid grasp of the technology stack [13][16]. Group 5: Project-Based Learning - The course includes six progressively challenging projects, such as building a robotic arm control system and implementing vision-guided grasping [19][21]. - Each project is designed to reinforce theoretical concepts through hands-on experience, ensuring participants understand both the "how" and "why" of the technology [29][33]. Group 6: Target Audience and Outcomes - The course is suitable for individuals with programming or algorithm backgrounds looking to enter the field of embodied robotics, as well as students and professionals interested in enhancing their practical skills [30][32]. - Upon completion, participants will have a complete technology stack in embodied intelligence, gaining advantages in technical, engineering, and innovation capabilities [32][33].

目标驱动导航，赋予机器人自主完成导航目标 具身导航作为具身智能的核心领域，涉及语言理解、环境感知、路径规划三大技术支柱。目标驱动导航（Goal-Oriented Navigation）通过赋予机器人自主决策能 力，是具身导航中最具代表性的方向。 目标驱动导航要求智能体在陌生的三维环境中，仅凭目标描述（如坐标、图片、自然语言）等，即可自主完成环境探索与 路径规划。 与传统视觉语言导航（VLN）依赖显式指令不同，目标驱动导航系统需要实现从"听懂指令走对路"到"看懂世界自己找路"的跃迁：当人类下达"去厨房拿可乐"的指 令时，机器人需自主完成语义解析（识别厨房空间特征与可乐视觉属性）、环境建模（构建家居场景的空间拓扑）以及动态决策（避开移动的人类或宠物），这 背后凝聚着计算机视觉、强化学习与3D语义理解的交叉突破。 目标驱动导航技术已在多个垂直领域实现产业化落地。在终端配送场景中，该技术与社交导航算法结合，使机器人具备应对动态环境和人际交互的能力：美团无 人配送车通过动态路径重规划在复杂城市环境中执行递送任务，Starship Technologies的园区配送机器人已在欧美高校和社区部署。在医疗、酒店及餐饮场景，嘉 ...

Core Insights - The article discusses the development of RoboTwin 2.0, a scalable data generation framework aimed at enhancing bimanual robotic manipulation through robust domain randomization and automated expert data generation [2][6][18]. Group 1: Motivation and Challenges - Existing synthetic datasets for bimanual robotic manipulation are insufficient, facing challenges such as lack of efficient data generation methods for new tasks and overly simplified simulation environments [2][5]. - RoboTwin 2.0 addresses these challenges by providing a scalable simulation framework that supports automatic, large-scale generation of diverse and realistic data [2][6]. Group 2: Key Components of RoboTwin 2.0 - RoboTwin 2.0 integrates three key components: an automated expert data generation pipeline, comprehensive domain randomization, and entity-aware adaptation for diverse robotic platforms [6][18]. - The automated expert data generation pipeline utilizes multimodal large language models (MLLMs) and simulation feedback to iteratively optimize task execution code [10][12]. Group 3: Domain Randomization - Domain randomization is applied across five dimensions: clutter, background texture, lighting conditions, desktop height, and diverse language instructions, enhancing the robustness of strategies against environmental variability [12][13]. - The framework generates a large object library (RoboTwin-OD) with 731 instances across 147 categories, each annotated with semantic and operational labels [3][18]. Group 4: Data Collection and Benchmarking - Over 100,000 dual-arm operation trajectories were collected across 50 tasks, supporting extensive benchmarking and evaluation of robotic strategies [24][22]. - The framework allows for flexible entity configurations, ensuring compatibility with diverse hardware setups and promoting scalability for future robotic platforms [20][22]. Group 5: Experimental Analysis - Evaluations demonstrated that RoboTwin 2.0 significantly improves the success rates of robotic tasks, particularly for low-degree-of-freedom platforms, with average increases of 8.3% in task success rates [29][31]. - The framework's data enhances the generalization capabilities of models, showing substantial improvements in performance when tested in unseen scenarios [32][34].

Core Viewpoint - The article emphasizes the rapid advancements in AI technologies, particularly in autonomous driving and embodied intelligence, which have significantly influenced the job market and industry dynamics [2]. Group 1: Industry Developments - Recent breakthroughs in AI technologies, especially in autonomous driving (L2 to L4 functionalities) and robotics, have led to a surge in technical routes and funding [2]. - The establishment of the AutoRobo knowledge community aims to connect job seekers in the fields of autonomous driving, embodied intelligence, and robotics, facilitating better job matching and career development [2][3]. Group 2: Community Offerings - The AutoRobo community provides a wealth of resources, including interview questions, industry reports, salary negotiation tips, and resume optimization services [3][4]. - A comprehensive collection of 100 interview questions related to autonomous driving and embodied intelligence is available for members, covering various technical aspects [6][7]. Group 3: Recruitment Information - The community regularly shares job openings in algorithms, development, and product roles, including campus recruitment, social recruitment, and internships [4]. - Members have access to a variety of interview experiences and insights from successful candidates across different companies in the industry [16]. Group 4: Industry Reports and Insights - The community compiles industry reports that provide insights into the current state, development trends, and market opportunities within the autonomous driving and embodied intelligence sectors [12][15]. - Members can learn about the specific landscape of the embodied intelligence industry, including technological routes and investment opportunities [15].

Core Insights - Primech AI Pte. Ltd. has signed a strategic partnership with ReMining Ai Ltd to expand the deployment of its HYTRON autonomous bathroom cleaning robot in Hong Kong [1][2] - The partnership is formalized through a Memorandum of Understanding (MOU), allowing ReMining Ai Ltd to act as Primech AI's authorized agent in Hong Kong for two years [2] - The collaboration aims to address labor shortages and increasing hygiene standards in the facility services industry by introducing advanced cleaning technology [3] Company Overview - Primech AI is a subsidiary of Primech Holdings Limited, focused on innovative robotics solutions [1][5] - ReMining Ai Ltd specializes in deploying and supporting advanced robotics and AI solutions in Hong Kong [4] - Primech Holdings Limited provides technology-driven facilities services across Singapore, integrating eco-friendly practices and smart technology [7] Market Strategy - The partnership with ReMining Ai Ltd is a significant step in Primech AI's international expansion strategy, targeting key markets in Asia [3] - ReMining Ai Ltd will manage all operational aspects in Hong Kong, including deployment, maintenance, training, and quality control of HYTRON robots [6] - The HYTRON robot features advanced 3D-cleaning capabilities and electrolyzed water technology, designed for high-traffic facilities [3]

Core Viewpoint - Nanjing is positioning itself as a leader in the "first launch economy," focusing on creating a vibrant city through optimal policies, strong ecosystems, and sincere engagement, aiming to make every first launch a driving force for urban development [1]. Group 1: Economic Development - The 2025 First Launch Economic Development Conference will take place on June 25 in Nanjing, organized by the Nanjing Municipal Bureau of Commerce and the Gulou District People's Government, showcasing Nanjing's efforts to build an international consumer center city [1]. - Nanjing has successfully introduced 500 first stores since last year, including 2 global first stores, 1 Asian first store, 32 Chinese first stores, and 16 East China first stores, featuring major brands like Valentino Beauty and ZARA [3]. Group 2: Cultural and Innovative Integration - The city has hosted various cultural events, including the world premiere of the original Chinese musical "Baoyu" and the "Beeple Global Exhibition," highlighting the integration of culture, commerce, and tourism [3]. - Nanjing is witnessing advancements in emerging industries, with the launch of the world's first integrated coffee delivery robot and the commercialization of humanoid robots, showcasing its strength in technology and innovation [3]. Group 3: Conference Highlights - The conference will gather over 600 guests from authoritative industry organizations, key cities, and top commercial brands to discuss new trends and opportunities in the first launch economy [5]. - The concurrent "New Consumption Forum" will provide a platform for deep industry engagement and collaboration, enhancing Nanjing's role as a testing ground for brands in the Yangtze River Delta region [7].

Core Viewpoint - Huawei is advancing its embodied intelligence strategy through the launch of the CloudRobo platform, focusing on software and hardware ecosystem development while partnering with various companies to enhance industrial applications and market reach [1][26][27]. Group 1: CloudRobo Platform and Technology - The CloudRobo platform is based on the Pangu large model, featuring multi-modal capabilities and a "cloud-network-end" collaborative architecture, which includes the "robotic three-piece set" [2]. - The "embodied brain" (planning model) can perform complex task planning with over 10 steps, ensuring smooth production processes in manufacturing environments [2]. - The "embodied small brain" (execution model) specializes in high-precision control, achieving over 90% success rates in complex tasks [2]. - The "digital universe workshop" generates 80% of training data through simulated environments, requiring only 20% real data for validation [2]. Group 2: Strategic Partnerships - Huawei Cloud emphasizes a "be integrated" strategy, focusing on providing cloud-based intelligence while leaving the physical robot development to partners, aiming to integrate intelligence into various industries [3]. - Efort Robotics showcased a voice-interactive sorting workstation, developed in collaboration with Huawei Cloud, enhancing task execution efficiency [5][6]. - Daotong Technology presented a smart inspection solution that integrates drones and ground robots, achieving nearly 90% accuracy in oilfield inspections [8]. - Yijiahe Group introduced a humanoid robot for healthcare, leveraging Huawei Cloud's AI capabilities for enhanced service delivery [10][11]. - XCMG highlighted its autonomous platform robot, which can operate in various intelligent modes for complex environments [13]. Group 3: Industry Applications and Innovations - TuoStar is developing humanoid robots for logistics, integrating Huawei's AI technology to improve operational efficiency [15]. - Leju Robotics launched the first 5G-A embodied intelligent robot, demonstrating capabilities in high-concurrency scenarios [17]. - Qianxun Intelligent showcased its humanoid robot Moz1, which utilizes a multi-modal model for real-time task execution [19]. - Youai Zhihui presented solutions for semiconductor manufacturing, achieving significant efficiency improvements in logistics and operations [22]. - Xinghai Map demonstrated a teleoperation platform that enhances data collection and training for embodied intelligence applications [24]. Conclusion - The launch of the CloudRobo platform marks a significant step in Huawei's embodied intelligence strategy, focusing on collaboration with partners to drive the robotics industry towards larger-scale implementation [26].