实际上，港仔机器人推出全球领先的"3+1"核心产品，在机器人本体领域推出人形双足机器人"港仔"、 四足安保机器狗"小强"、健康人形机器人"小姜"，而在智能生态领域，应用场景已覆盖物业、医疗、教 育及商业四大场景。该公司以多元模式打通商业化场景，除了上文谈到和企业合作外，还通过政府合作 方式，比如与南通市政府合作"香港仔机器人康养示范项目"，建成后将服务1200-1500户约3000有康养 需求的用户，这无疑为养老人形机器人打下了市场基础。 各大投行都非常看好人形机器人这条赛道，麦肯锡预计，2030年全球15%劳动力将被机器人替代，产业 规模超30万亿美元，超汽车和通信行业总和；高盛预测，人形机器人最早于2024 年（工业级）、2028 年（消费级）达成本回收临界点；大摩预计到2050年，全球家用人形机器人将达8420万台，销售额将达 4.7万亿美元。 港仔机器人剖离非核心业务，全面布局人形机器人赛道，其"订单驱动"模式，将率先抢占这一规模商业 化窗口期。而未来几年行业将持续处于高速成长阶段，参照新能源行业发展轨迹，未来将诞生万亿级别 的龙头企业，该公司具备强大产品力，行业最前沿的软硬件技术水平，有望在同行中脱 ...

具身智能是当前最火的投资赛道之一，今年以来，凭借领先的技术实力，深圳不少具身智能企业获得创 投资本青睐，产业资本也纷纷入局深度绑定未来的合作伙伴。 资本热现象背后的动因是产业热，技术快速发展让具身机器人在商业展示与工业生产场景展开应用。面 对下一个万亿级赛道，谁能抢先一步，谁就能占据主动。基于完备的产业链基础和丰富的创新资源，深 圳汇聚一大批具身智能企业，这也为创投资本提供了丰富的优质投资标的。 多家深圳企业今年拿到新融资 上周，触觉感知与具身智能领军企业帕西尼感知科技（以下简称"帕西尼"）对外披露了完成新一轮A系 列融资的消息。此次融资是继新能源汽车巨头比亚迪战略投资之后，帕西尼在近2个月内完成的第二笔 融资。 本轮投资方包括TCL创投、毅达资本、尚颀资本、基石资本、商汤国香、中信里昂、湖南财信产业基 金、钧犀资本在内的多家知名机构联合投资，累计融资金额高达数亿元人民币。此次募集资金将重点用 于触觉感知核心技术迭代、具身智能多模态数据规模化采集、具身智能大模型的研发以及产线扩张，全 力支持帕西尼下一阶段的发展战略。 可以看到，帕西尼的投资机构中不仅有知名创投机构也有头部产业资本，而这些知名投资机构所押注的 ...

6月20日至22日，华为开发者大会（HDC 2025）在东莞松山湖举行。此次大会不仅展示了华为在操作系 统、人工智能等领域的最新成果，还揭示了其未来的重大战略布局。 算力模型双突破 华为云CEO张平安在大会上宣布，基于CloudMatrix 384超节点架构的新一代昇腾AI云服务正式上线，单 卡推理吞吐量达2300 Tokens/s，较传统架构提升近4倍。该架构可支持384个专家模型并行推理，特别适 合金融风控、药物研发等复杂场景。 伴随算力升级，盘古大模型5.5的发布成为另一焦点。新版本在自然语言处理、计算机视觉、多模态、 预测及科学计算五大基础模型上实现全面升级。以预测大模型为例，其已应用于钢铁行业的热轧工艺优 化，通过实时分析2000余个生产参数，使钢板成材率提升0.8%，单厂年增效益超千万元；在北方某供 热企业，模型结合天气数据与管网状态，实现精准调温，单季节能15%以上。 为了保障大模型的安全，华为云同步推出盘古大模型防火墙。该系统可实时检测模型输入中的恶意提示 词，拦截率达99.9%，并通过动态加密技术防止推理结果泄露。华为云已构建从数据工程到行业落地的 全流程工具链，助力企业低成本开发专属大模型 ...

Core Viewpoint - Goal-Oriented Navigation empowers robots to autonomously complete navigation tasks based on goal descriptions, marking a significant shift from traditional visual language navigation systems [2][3]. Group 1: Technology Overview - Embodied navigation is a core area of embodied intelligence, relying on three technical pillars: language understanding, environmental perception, and path planning [2]. - Goal-Oriented Navigation requires robots to autonomously explore and plan paths in unfamiliar 3D environments using goal descriptions such as coordinates, images, or natural language [2]. - The technology has been industrialized across various verticals, including delivery, healthcare, hospitality, and industrial logistics, showcasing its adaptability and effectiveness [3]. Group 2: Technological Evolution - The evolution of Goal-Oriented Navigation can be categorized into three generations: 1. The first generation focuses on end-to-end methods using reinforcement and imitation learning, achieving breakthroughs in Point Navigation and closed-set image navigation tasks [5]. 2. The second generation employs modular methods that explicitly construct semantic maps, enhancing performance in zero-shot object navigation tasks [5]. 3. The third generation integrates large language models (LLMs) and visual language models (VLMs) to improve exploration strategies and open-vocabulary target matching accuracy [7][8]. Group 3: Challenges and Learning Path - The complexity of embodied navigation, particularly Goal-Oriented Navigation, necessitates knowledge from multiple fields, including natural language processing, computer vision, and reinforcement learning [10]. - The lack of systematic practical guidance and high-quality documentation in the Habitat ecosystem increases the difficulty for newcomers [10]. Group 4: Course Offering - A new course has been developed to address the challenges in learning Goal-Oriented Navigation, focusing on quick entry, building a research framework, and combining theory with practice [11][12][13]. - The course covers a comprehensive curriculum, including theoretical foundations, technical architectures, and practical applications in real-world scenarios [16][19][21][23].

1、 全球最小、最快机器人诞生 卡内基梅隆大学工程学院由Aaron Johnson和Sarah Bergbreiter的实验室最近又出新成果，他们研发的这款 机器人身高仅1.5英寸（约3.8厘米），被亲切地称为Zippy，行走速度高达每秒10个腿长，相当于普通成 年人每小时19英里的行走速度，是目前世界上最小、速度最快的机器人。双足机器人能够比带轮子的机器 人更轻松地穿越崎岖地形，并绕过物体，该项目致力于了解微型机器人的行走原理，以开发功能更强大的 双足微型机器人。未来，该团队计划为Zippy添加摄像头等传感器，使其能够定位并自主导航环境。凭借 定位功能，多个机器人可以协同部署，组成一个集群，在危险环境中执行巡检或搜救任务。 2、 哈工程牵头研制出新型四足机器人助力核能安全 近日，哈尔滨工程大学、中广核检测技术有限公司及阳江核电有限公司合作共同研制了四足传热管检测机 器人，并且成功用于我国自主三代核电技术"华龙一号"机组内，用于采集传热管的健康信息。它采用独特 四足构型、高效运动规划、视觉定位等技术，具备变姿态快速爬行能力，实现了四足爬行与检测功能同步 完成，有效提高传热管检测效率，为核电设备智能运维提供了新 ...

Core Viewpoint - The humanoid robot industry is still in a state of divergence rather than consensus, with various designs and technological routes, and the future potential remains significant despite current challenges [3][4][19]. Group 1: Company Strategy and Positioning - The company, DiGua Robot, was spun off from Horizon Robotics to focus on the humanoid robot market, which is currently small but has the potential for significant growth [3][6]. - DiGua Robot aims to build an ecosystem for developers, similar to Horizon's approach in the smart driving sector, by providing development tools and organizing competitions to attract entrepreneurs [4][11]. - The company recognizes the importance of collecting real demands from the market to guide its product development, especially in a fragmented industry [7][15]. Group 2: Market Trends and Challenges - The humanoid robot market is experiencing increased interest, particularly after advancements in large model technologies, leading to a reassessment of the potential for humanoid robots [8][9]. - There are three main market trends identified: traditional cleaning robots becoming more intelligent, new applications emerging from startups, and the development of embodied intelligence [9][10]. - The industry is expected to see a significant shakeout, with many current companies potentially disappearing in the next five years due to the long development cycles and high competition [19][26]. Group 3: Technological Development and Competition - The company emphasizes the need for a standardized evaluation environment for algorithms in the embodied intelligence sector to foster industry growth [16]. - The competition landscape is primarily dominated by NVIDIA, but many new entrants are expected as the market matures [40][41]. - The company is focused on making robot development simpler and more accessible, contrasting with competitors that may create more complex and resource-intensive solutions [33][34]. Group 4: Future Outlook - The future of humanoid robots is seen as promising, but it is acknowledged that they will not solve all problems, and different physical environments will require diverse robotic solutions [19][20]. - The company believes that the consensus in the industry will emerge once a few companies successfully navigate specific application scenarios [21]. - The long-term vision includes a variety of robots tailored to different tasks, rather than a single universal humanoid robot [30].

Core Viewpoint - The article highlights the rapid commercialization and investment growth in the robotics sector, particularly focusing on humanoid robots and their integration with battery technology, indicating a significant market opportunity and competitive landscape ahead [5][7]. Group 1: Event Information - The 2025 Fifth Start Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, at the Shenzhen Baoan DENGXILU International Hotel [2][10]. Group 2: Company Financing and Partnerships - Galaxy General completed a new round of financing amounting to 1.1 billion RMB, with total financing exceeding 2.4 billion RMB over two years, led by CATL and involving top-tier investors [3][4]. - Galaxy General has established partnerships with major automotive manufacturers such as Mercedes-Benz, Zeekr, and Hyundai for the deployment of robotic solutions [5][6]. Group 3: Robotics Market Trends - The robotics sector has seen a significant increase in investment activity, with 223 financing events totaling 23.232 billion RMB as of May 31, 2025, indicating a growing interest in humanoid and embodied intelligence robots [5][7]. - The market for humanoid robots is projected to exceed 50 billion RMB in 2025, marking it as a pivotal year for commercialization [7]. Group 4: Battery Technology Integration - Battery companies are playing a crucial role in the robotics sector, with firms like CATL, Xinwanda, and Ganfeng Lithium actively investing in and developing battery solutions tailored for robotic applications [6][7]. - Ganfeng Lithium's battery solution offers a high discharge rate of 7C and a range of over 15 km, showcasing the potential for customized battery packs for various robotic needs [6].

详细会议介绍参看往期文章： （点击蓝字跳转） 报名开启｜顶流期刊征+2025智能机器人关键技术大会盛会将至！ 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 时间： 2025.06.23-06.25 地点： 深圳市 主办单位： 南方科技大学 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 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 未来两周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。 2025.06.16-06.29 机器人及人工智能相 ...

6月20日，华为开发者大会开幕，华为常务董事、华为云计算CEO张平安发布了 CloudRobo具身智能平台，他强调，华为云不做机器人本体，把机器人本体交给伙伴，华为 云的目标是让一切联网的机器本体都成为具身智能机器人。CloudRobo具身智能平台基于盘 古大模型的多模态能力及思维能力，整合了数据合成、数据标注、模型开发、仿真验证、云 边协同部署以及安全监管等端到端能力，能提供具身多模态生成大模型（构建数字孪生世 界，80%训练数据自动生成）、具身规划大模型（即大脑，支持10步以上复杂任务规划）、 具身执行大模型（即小脑，毫米级精准控制，已覆盖工业场景）三大核心模型，加速具身智 能创新。同时，面对具身智能领域机器人品类多、传感器类型多、接口协议多等挑战，华为 云提出了机器人到云的联接协议R2C（Robot to Cloud），与机器人伙伴、行业组织共同打造 R2C开放协议，让更多的机器人本体能够高效安全低成本地获得云上智能。我们认为，华为 有望凭借其强大的技术实力和产业链整合能力，推动人形机器人技术不断创新和进步，加速 人形机器人产业化落地。 以下为研究报告摘要： 报告摘要 行情回顾 本期（6月16日-6月2 ...

Group 1 - The 2025 International Humanoid Robot and Robotics Technology Exhibition concluded in Hangzhou, Zhejiang, attracting nearly 300 companies from the global robotics industry chain, resulting in the signing of six major projects, including a production line for 1.6 million key components and 50,000 complete machines annually [1][7] - The theme of the exhibition was "Humanoid Robots Empowering New Industrialization," showcasing cutting-edge technologies and innovative products from leading companies like Tesla and Yushutech, covering the entire industry chain from components to application services [7] - China's robotics industry has established itself in the global first tier, maintaining the largest industrial robot market position for 11 consecutive years, with over 190,000 effective patents related to robotics, accounting for approximately two-thirds of the global total [12] Group 2 - Tesla's humanoid robot "Optimus," standing at 1.75 meters, is set to begin operations at Tesla's overseas factory by the end of this year, focusing on battery handling tasks [5] - The latest iteration of a professional dexterous hand from Qiangnao Technology weighs less than 400 grams but can easily lift 20 kilograms, achieving top industry standards in key parameters, emphasizing the importance of collaboration in the ecosystem for rapid and prosperous development [9][10] - The Yangtze River Delta region, as a base for advanced manufacturing in China, has a complete industrial chain related to humanoid robots, with close cooperation between upstream and downstream industries accelerating development upgrades [10]