2025年末，具身智能踏入消费级产品的上市期。随着 面向个人与极客的四足及小型人形机器人开始上市销售 ，海量真实世界数据 将 推动其运动控制与决策中枢进入井喷式发展。与此同时， 小鹏、众擎 等 厂商在全尺寸人形机器人上取得的运动能力突破 ， 可 以预见，机器人产业正迈入一个能力全面升级的关键时期。 当机器人的 "大脑"（大模型）与"四肢"（移动能力）愈发强大，价值实现的"最后一 厘米 "便落在了 灵巧操作 上。一双灵巧的手， 是机器人从被动 "观察者"蜕变为主动"劳动者"的关键， 是将数字智能转化为物理功用、并最终定义其价值上限的终极执行器。 这场围绕 "指尖革命"的博弈，已催生出繁荣的国内产业生态，涌现出 灵心巧手、强脑科技、傲意科技、因克斯、戴盟机器人、帕 西尼、灵巧智能、月泉仿生、源升智能、雷赛智能、舞肌科技、果力智能 等一批核心 企业 。 数据来源：公开资料信源，创业邦研究中心整理 在机器人 各 形态与尺寸同步发展的当下，对灵巧手的需求 将 呈现出前所未有的多样化，而这些玩家正是在 "性能-成本-可靠性" 的三角关系中， 围绕几种不同的技术路径展开探索，以精准适配不同的市场需求： 腱绳驱动（ Tend ...

过去一年，我们几乎每周都能看到各种惊艳的机器人 Demo：机器人会叠衣服了、会做咖啡了、会跳各种 舞了。但在繁荣的背后，有一个问题越来越频繁地被提起，那就是： 我们到底怎么判断一个具身模型是真 的进步了 ？ 具身评测是具身智能产业发展的"度量衡"，是技术从实验室走向产业化的必经之路。 但一走出实验室，面对真实世界的复杂、多变和不确定性时，那些号称接近完美的成功率往往会瞬间"缩 水"。"刷榜容易，落地难"，成为了悬在具身智能商业化路上的达摩克利斯之剑。 1月28日（下周三）晚19:00 ，直播即将开启。 本次圆桌对话由 机器之心创始人兼CEO 赵云峰 主持，特邀四位产业与学术专家： *音序 共同深入探讨具身智能评测的真实现状与核心挑战。 主持人 赵云峰 机器之心创始人兼 CEO 圆桌嘉宾(音序) 范浩强 李永露 范浩强，Dexmal 原力灵机Co-Founder 李永露，上海交通大学副教授、上海创智学院全时导师 沈宇军，蚂蚁灵波科技首席科学家 赵行，星海图联合创始人、清华大学助理教授 2026/01/28 19:00-20:00 周三晚 描 硕 约 直 -/ 圆桌嘉宾 , 沈宇军 赵 星海图联合创始人 清华大学 ...

以下文章来源于快鲤鱼 ，作者好好 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 作者丨好好 编辑丨小龙 图源丨自变量机器人官网 1月12日，自变量机器人完成A++轮融资，金额为10亿元人民币。字节跳动、红杉中国、深创投等顶 级机构领投。 图片来源：自变量官网 自变量成立于2023年12月，自成立以来，两年时间完成9轮融资。总金额超30亿元，估值从天使轮 的2亿元快速攀升至A++轮后的100亿元，实现50倍增长。 两年前，具身智能对公众而言还是一个相当陌生的术语。它不同于传统工业机器人基于预设程序执行 任务，而是指能通过"大脑"（智能模型）理解环境、自主决策的智能机器人。 如今，整个行业正迎来拐点。高工机器人产业研究所数据显示，2025年国内具身智能产业链发生 144次融资事件，融资金额达195亿元，平均单笔融资规模达到1.35亿元 。 自变量自创立之初就选择了技术难度极高的"端到端通用具身智能大模型"路线 。这与传统机器人分 模块、单任务优化的技术范式截然不同，目标是打造一个能统一处理感知、规划与控制的机器人"大 脑"。 光速光合合伙人蔡伟认为，这种路 ...

转自：成都日报锦观 成都将建机器人交易中心 同时，该企业还发布了"PickPal享递慧选"具身智能零售分拣+配送一体化系统。在这个系统与享递Ultra 机器人的双重加持下，用户在享递配送小程序下单后，由PickPal慧选精准分拣，再由享递Ultra机器人 将货物自动配送到手。 建设机器人交易中心 将定期发布交易指数 城市空间作为最贴近民生、最富含商业活力的场景，已成为机器人从实验室走向规模化应用的必争之 地。 活动上，成都企业还宣布建设机器人交易中心。"我们致力于建设全国一流的机器人交易中心。为此， 交易中心已规划四大核心功能板块：线下场景化展销、线上机器人专营店、机器人交易指数发布、科技 出海服务，以此构建'展示—体验—交易—服务—出海'的全周期赋能体系。"中新（成都）创新科技园 开发有限公司人工智能负责人表示。 该负责人透露，将在交子大道打造一期约500平方米"ROBO+ 智能机器人超级综合体"，这里不只是展 厅，更是"场景验证沙盒"和"AI硬件DTC零售"中心。将以"科技+消费+社交"的融合形态，拉近高精尖产 品与大众消费者的距离，让C端用户沉浸式感受科技潮玩的魅力，成为沉浸式智能生活体验目的地。 在诸 ...

Summary of Humanoid Sector Conference Call Industry Overview - The humanoid sector is entering 2026 with new players, products, and verified use cases, indicating a positive momentum for the industry [1][3] - The China humanoid volume forecast for 2026 has been raised significantly, reflecting rapid verification of new use cases across various industries such as battery, aviation, semiconductors, and logistics [7][8] Key Forecasts and Projections - The humanoid robot sales volume forecast for China in 2026 has been doubled from 14,000 units to 28,000 units, with business sales expected to lead this year [7][14] - A global humanoid component market model projects a revenue opportunity of US$780 billion by 2040, driven by significant internal production for training and verification [7][11] Major Developments and Trends - Major global companies are entering the humanoid market through acquisitions and new product launches, including: - Boston Dynamics launched its Atlas product at CES 2026, partnering with Google DeepMind [7][48] - Mobileye acquired Mentee Robotics for US$900 million, combining AI technology with humanoid robotics [7][42] - Qualcomm introduced the Dragonwing™ IQ10 robotics processor for humanoids [7][51] - The Optimus Gen 3 update from Tesla is anticipated to be a key catalyst for the sector, with significant implications for the China supply chain [7][8] Market Dynamics - The sector is experiencing fast cost deflation, with estimates indicating a 16% year-over-year decline in Bill of Materials (BoM) costs in China, despite rising specifications [8] - The first wave of consolidation is expected as integrators seek to find viable commercialization cases [8] Adoption and Use Cases - There is a strong willingness to adopt humanoid robots among organizations, with a significant percentage planning to launch pilot projects using wheel- or leg-based robots by 2026 [9][10] - The humanoid hype is evident, with numerous companies showcasing robots at CES 2026, particularly from China [8] Government and Policy Support - The Chinese government is actively promoting humanoid and embodied intelligence technologies, with policies aimed at accelerating their development and commercialization [62][66] - The Ministry of Industry and Information Technology (MIIT) is set to release guidelines to support the humanoid robot ecosystem [62][66] Investment and Funding Activity - Significant funding activity has been observed in the humanoid sector, with companies like Skild AI raising US$1.4 billion and Galbot achieving a US$3 billion valuation [42][48] - The number of transactions in the humanoid sector is increasing, indicating growing investor interest [41][42] Conclusion - The humanoid sector is poised for substantial growth in 2026, driven by technological advancements, increased investment, and supportive government policies. The upcoming developments, particularly from major players like Tesla and Boston Dynamics, will be critical in shaping the future landscape of the industry [1][7][8]

Industry Overview - The global robotics industry is projected to continue growing, with over 90,300 companies and an annual growth rate of 5.96% [7] - The global workforce in the robotics sector is approximately 6 million, with over 399,000 new jobs added in the past year [7] - The industry holds over 269,000 patents, reflecting ongoing technological advancements [7] Market Dynamics - The Asia Pacific region leads the market with a 35.4% share, while major hubs include the USA, India, the UK, Germany, and France [8] - The average investment value per funding round in the robotics sector is USD 25 million, with over 4,500 investors participating in more than 20,000 funding rounds [8] Key Trends - The industry is characterized by ten core trends, including autonomous mobile robots (23%), collaborative robots (20%), and intelligent robotics (20%) [1][22] - The integration of AI, IoT, cloud computing, and edge computing enhances capabilities such as autonomous navigation and environmental perception [1][20] Commercial Models - The predominant business model in the robotics sector is "Robotics as a Service (RaaS)," which lowers the entry barrier for small and medium enterprises [1][41] - RaaS allows companies to hire robots on demand, facilitating scalability according to market needs [41] Cybersecurity - The demand for robotic cybersecurity solutions is increasing due to the integration of IoT and the need for protection against cyber threats [1][45] - Startups are developing solutions to safeguard robotic systems from unauthorized access and data breaches [45][46] Startup Ecosystem - The analysis covered 8,949 startups and scaleups, highlighting significant activity in the US and Western Europe [23] - Notable startups include AgriRobot (autonomous agricultural robots), Seedorina (robotic sowing), and Kyber Labs (artificial muscle fiber actuator technology) [9]

Core Viewpoint - The company is actively researching integrated computing and storage technology, exploring pilot applications in education and research in conjunction with its robotics products [1] Group 1 - The company is closely following the research on integrated computing and storage technology [1] - The company aims to collaborate with industry partners to build a technological ecosystem and establish differentiated competitive barriers [1] - The company will decide whether to increase investment in Yizhu Technology based on circumstances and will disclose any related arrangements in a timely manner [1]

Core Viewpoint - Cannibble Food-Tech Ltd. has established a Robotics and Artificial Intelligence Division aimed at the food and hospitality industry, partnering with AIBotics Inc. to explore AI-enhanced service robots and automation software [1][2]. Group 1: Establishment of Robotics and AI Division - The new division will evaluate and potentially commercialize AI-enabled robotic technologies for food service, hospitality, and security applications, expanding Cannibble's strategic review of automation technologies [2]. - The Robotics and AI Division will initially focus on market assessment, customer engagement, and pilot opportunities, with no assurance of immediate commercial deployments or revenues [4]. Group 2: Partnership with AIBotics - Cannibble and AIBotics will collaborate to deploy AI-powered service robots in food service, hospitality, and security markets, starting in Israel and potentially expanding to North America, Latin America, and the Middle East [3]. - The partnership includes an initial term of three years with automatic renewals, subject to specific terms and conditions [5]. Group 3: Product Distribution and Collaboration - Cannibble's Robotics and AI Division will support the distribution of service robots manufactured by KEENON Robotics in Israel, as per AIBotics' agreement with KEENON [4]. - The service robots include models designed for food delivery, hospitality support, and cleaning services, indicating a diverse application range [7].

1月23日，知名市场研究机构IDC发布的《全球人形机器人市场分析》报告提到，2025年人形机器人市场迎来爆发式增长，中国厂商整体在引领行业的规 模化商用进程。 其中，智元（AGIBOT）一举斩获 "五大主流场景出货量第一""全球整体出货量第一"与"全尺寸细分领域出货量第一"三重桂冠，以显著优势引领产业规模 化商用。 报告提到，目前，人形机器人市场的应用场景呈现出多元化发展的趋势，需求主要来自文娱商演、科研教育、数据采集、导览导购、工业智造与仓储物流 六大场景，其中智元在五个场景出货量均位列第一。 IDC表示，智元不仅有多元的应用场景布局，既注重交互展示，也兼顾服务型应用；同时引入机器人租赁RaaS（Robot-as-a-Service）创新模式，降低用户 使用门槛，加快人形机器人在多场景中落地普及，推动商业模式由单一硬件交付向"产品+平台+服务"演进。 全球出货量荣登榜首 规模化交付实力凸显 根据IDC数据，2025年，全球人形机器人出货量约1.8万台，同比增长约508%，中国厂商占主导，智元以5200台的出货量稳居全球榜首，市场份额显著领 先。这一数据标志着智元不仅完成了从技术研发到产品量产的关键跨越，更在 ...

意料之中，机器人又要上春晚了。 1月17日，央视总台官宣，2026年春节联欢晚会，将是"科技+艺术"的再度进阶。明确机器人将再度登台。 去年，机器人只是在人群里扭秧歌，今年可能要秀一把踢腿和高难度后空翻。 早在一个月前，关于机器人上春晚的消息就传开了，36氪在报道中提及，为了争夺春晚赞助席位，智元机器人报价6000万，被宇树抬到1个亿。 智元否认参与竞价，宇树没有做出公开回应。 从各种路透消息来看，今年在主会场登台的人形机器人，似乎还是来自宇树。 一个急于撇清，一个讳莫如深，这场罗生门的背后，是两家国内头部具身智能企业对话语权的争夺。 明争暗斗的火药味还在持续弥漫 1月8日，国际机构Omdia发布2025年全球人形机器人出货量榜单，数据显示，智元以5168台登顶，宇树以 4200 台屈居第二。 | Table 1: Robotics shipments by vendor, 2024 and 2025 | | | | --- | --- | --- | | Vendor | 2024 | 2025 | | AGIBOT | 600 | 5,168 | | Unitree | 800 | 4,200 | | U ...