南方财经记者朱治宣 广州报道 2025年，北京、上海、杭州、深圳等地的机器人企业接连引发社会关注，但广州具身智能企业却"鲜有声音"，头部企业更是寥寥。 "现在跑在前面的，未必能一直领先。"广州市政协经济委兼职副主任、中科科创CEO谢勇在接受南方财经记者采访时表示，目前大模型技术已触及天花板， AI要落地就必须与万千场景的结构深度适配，这正是广州具身智能的机会。 谢勇观察到，不少城市仍把资源集中在让机器人参加马拉松、跳舞等表演性质场景，但2026年，机器人产业已经来到了新的发展阶段，必须走出"舞台"进入 具体场景，真正赋能行业。 因此，谢勇在《提案》中建议，由广州市工信局牵头，系统地梳理国企及特色产业场景需求，形成动态更新的场景清单并明确合作模式。同时，选取3—5个 典型场景试点推广，仓储、巡检、实验辅助具身智能设备，设立专项补贴，按设备采购额15%—20%补贴采购方。此举旨在降低双方的合作门槛，加快场景 产生数据、数据迭代技术、技术再赋能产业。 优化知识产权服务，让创投融资升升温 作为中科科创CEO，谢勇长期关注战略性新兴产业与未来产业，他所在的创投机构对于具身智能领域重点关注三个方向。 一是能与需求方共创产 ...

1月18日，"人形机器人第一股"优必选表示，日前欧洲航空巨头空中客车公司与优必选签署人形机器人 服务协议。空中客车已采购优必选最新款工业版人形机器人Walker S2用于其制造工厂，未来双方将共 同拓展人形机器人在航空制造场景的应用落地。 （文章来源：大河财立方） 优必选称，本次与空中客车达成合作，意味着优必选继去年与美国半导体巨头德州仪器形成战略合作 后，已逐步将人形机器人在中国工业场景的应用进一步拓展至全球航空制造、汽车制造、3C电子制 造、智慧物流、半导体制造5大场景。人形机器人作为新质生产力的产业应用价值得到进一步延展。 优必选还表示，2025年，优必选人形机器人订单总金额超14亿元领衔全球。2026年，优必选工业人形机 器人的产能将达到万台规模。除中国本土市场外，优必选也开始逐步将人形机器人拓展至欧美等海外制 造市场。 ...

2026年，一些人形机器人企业将被淘汰。 近日，在瑞银证券、蚂蚁集团组织的两场技术研讨会上，技术专家和行业分析师都表示观察到类似迹象。这一波人形机器人的发展，源自大模型技术的外 溢。中国目前有100多家人形机器人企业，经过近三年发展，它们已经出现明显分化。头部企业累积更多融资和商业订单，而缺乏商业化落地能力，融资 不利的人形机器人企业面临出局。 瑞银证券中国工业行业分析师王斐丽认为，人形机器人当前最大的瓶颈是"大脑"，这一层面突破之后才会迎来它的"电动汽车时刻"。 人形机器人的瓶颈依然是"大脑"。 出清 中国目前有200多家具身智能企业，其中人形机器人企业超过100家。 过去三年，中国资本市场给予机器人企业以最大的热情。这很大程度上是多模态大模型技术热度的外溢。中国市场的投融资高涨一直持续到2025年，据新 战略移动机器人产业研究所统计，当年共有190起融资事件、270亿元人民币的规模。 2025年，人形机器人的落地场景发生变化。 2024年，高校是人形机器人的主力客户群体，它们采购后多用于进行二次开发,但总体仍在实验室场景内流通;2025年，高校仍是机器人的重要客户，但比 例略微下滑。人形机器人的客户从高校 ...

智通财经APP获悉，国联民生证券发布研报称，智能电动重塑秩序，全球化布局打开零部件长期空间， 看好自主&新势力产业链+智能化&机器人增量;2022/2023/2024/2025年至今智能化+汽车电子+轻量化核 心赛道PE-TTM为45/36/26/36X，AI催化智驾及机器人行业发展加速，有望促进板块市盈率提升。 国联民生证券主要观点如下： 展望2026：智能化&全球化加速 人形机器人百花齐放 投资建议 风险提示：全球及国内乘用车销量不及预期;智能化渗透率提升不及预期;机器人新产业发展不及预期;客 户拓展不及预期;市场竞争加剧的风险。 根据【国联民生汽车零部件研究框架】，优质客户=自主品牌>新势力>合资品牌;优质赛道=大空间+好 格局>大空间+差格局>小空间+好格局>小空间+差格局。 客户维度：销量增长客户仍为首选 出海从北美到欧洲 国内端，2026年销量增长较大或增速较高的主机厂产业链仍为首选，看好吉利、比亚迪等自主及华为、 小米等新势力产业链;出海端，T链海外产能继续迎来收入释放期及利润爬坡;欧洲新能源化率持续向 上，中国汽车零部件有望凭借持续累积的出海经验、不断扩展的海外产能、成本及技术优势实现从北美 ...

Core Insights - RoboSense ranks first globally in 2025 for sales volume of 3D LiDAR for robotic lawn mowers, leveraging its digital LiDAR technology and partnerships with leading companies like Mammotion and Segway Navimow [1][2] Group 1: Company Performance - RoboSense achieved a record sales volume of 303,000 LiDAR units in 2025, marking an increase of 1141.8% compared to the previous year [2] - The company has established itself as a key partner for several leading robotic lawn mower manufacturers, enhancing its market position [5] Group 2: Industry Trends - The robotic lawn mower segment was the fastest-growing category in 2025, with global shipments reaching 2.343 million units in the first half of the year, a rise of 327.2% year-over-year [3] - The application of digital LiDAR technology is expected to enter a new phase of rapid expansion as the global penetration of robotic lawn mowers increases [5] Group 3: Product Features - The E1R, RoboSense's fully solid-state digital LiDAR, features a wide vertical field of view of 90° and 144 beams, enabling precise detection of small obstacles and terrain changes [4] - The E1R is designed to withstand harsh conditions, having passed over 60 reliability tests and offering a lifespan of up to 8 years outdoors, exceeding industry standards [4]

Core Insights - RoboSense has been ranked number 1 in global 3D LiDAR sales volume for robotic lawn mowers in 2025, showcasing its leadership in the market [1][2] - The company achieved a record sales volume of 303,000 units of its LiDAR products in the robotics sector, marking a staggering increase of 1141.8% compared to the previous year [2] - The robotic lawn mower segment was the fastest-growing category in robotics, with global shipments reaching 2.343 million units in the first half of 2025, reflecting an annual growth of 327.2% [3] Product Overview - The E1R is the world's first fully solid-state digital LiDAR for robotics, featuring a 90° ultra-wide vertical field of view and 144 beams for precise detection of small obstacles and terrain changes [4] - The solid-state design enhances resilience against vibrations and shocks, improving operational stability on rough terrain by up to three times [4] - The E1R has passed over sixty reliability tests and can operate reliably in harsh conditions, with a lifespan of up to eight years, exceeding industry standards [4] Market Position and Future Outlook - RoboSense has established deep partnerships with leading global robotic lawn mower companies, positioning itself as a core partner in the industry [5] - As the global market penetration of robotic lawn mowers continues to grow, the application of LiDAR is expected to enter a new phase of rapid expansion, with RoboSense poised to leverage its first-mover advantage [5]

Jason Calacanis, tech investor and podcaster, said Tesla Inc.‘s (NASDAQ:TSLA) humanoid robot Optimus could overshadow the company's automotive legacy after a visit to its robotics facility.Visit To Tesla Optimus LabOn Thursday's episode of the All-In Podcast, Calacanis said he visited Tesla's Optimus lab with CEO Elon Musk two Sundays earlier at 10 a.m., where he saw Optimus 3 and watched teams of engineers at work. He made the remarks while speaking with Bob Sternfels, global managing partner of McKinsey & ...

数据也许枯燥，AIR产业的丰富应用场景可能更让人震撼。 过去的机器人，或许是单打独斗的"钢铁侠"，而今在广东的工厂里，它们像一支训练有素的战队，分 拣、搬运、精密装配，样样精通，成为新一代广货爆款；AI的江湖，不只在工厂，它的另一层境界， 在于"突破行业壁垒"，比如AI+交通，正驶入快车道，在十五运会上，无人驾驶汽车实现赛事园区全场 景智能接驳，在广州南沙，自动驾驶已经从试点跑进了日常…… 广东AIR产业的领先优势，植根于扎实的产业基础与完备的生态体系。 一方面，广东拥有全国最完善的电子信息制造业与供应链体系，为机器人提供了坚实的硬件载体；另一 方面，华为、腾讯等科技巨头在算力、大模型等"软"实力上持续突破，为AI提供了充沛的"燃料"。这 种"以硬载软、场景牵引"的路径，使得AI技术能迅速转化为现实生产力。 同时，广东拥有1.5亿实时人口构成的"超级市场"，为AIR技术提供了海量、多元的真实应用场景，从智 能制造到低空经济，从智慧交通到智慧医疗，应用场景与技术迭代形成良性闭环。 工业机器人产量占全国比重超四成，连续5年全国第一；服务机器人产量占全国比重超八成；2025年1— 10月，人工智能核心产业规模超23 ...

Core Viewpoint - The article highlights the transformative evolution of the AI industry in Guangdong, showcasing advancements in robotics and AI applications across various sectors, emphasizing the region's unique advantages and capabilities in driving innovation and integration of AI technologies into everyday life [1][12][20]. Group 1: Evolution of Robotics - Robots in Guangdong have evolved from isolated units to a cohesive team with intelligence and purpose, becoming popular products in the market [1]. - In the 15th National Games, the "Kua Fu" humanoid robot became the world's first 5G-A torchbearer, showcasing the advanced capabilities of AI in public events [1]. - Exoskeleton robots are now utilized as climbing aids for tourists at scenic spots like the Great Wall and Mount Tai, indicating a shift from simple repetitive tasks to more complex functions [1]. Group 2: Breaking Barriers - AI is not limited to factories; it is breaking industry barriers, particularly in transportation, with autonomous vehicles providing smart connections at events [7]. - Companies like XPeng Motors have received L3 autonomous driving licenses, indicating a shift from pilot projects to regular operations in urban areas [7]. - The dual listing of self-driving companies like WeRide and Pony.ai on both US and Hong Kong stock exchanges reflects the growing investment and interest in the autonomous driving sector [8]. Group 3: Integration and Application - The integration of AI with drones has led to remarkable achievements, such as 10,518 drones lighting up the night sky in Vietnam, setting a Guinness World Record [9]. - Agricultural drones capable of carrying 80 kilograms have pushed the limits of transport capabilities, with exports to over a hundred countries [9]. - AI technologies are being applied in various real-world scenarios, from delivery drones to real-time translation services, demonstrating the practical growth and iteration of AI in everyday life [10][11]. Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from three major advantages: a complete industrial chain, a large real-time population supporting a vast market, and the fusion of various industries creating diverse application scenarios [13]. - The province has released 78 application scenarios across 13 key areas to accelerate the integration of AI into various sectors [14]. - Guangdong is leading the nation in establishing AI development bureaus at both municipal and district levels, indicating a strong commitment to fostering AI growth [15]. Group 5: Hardware and Infrastructure - The region is recognized as a unique area where AI algorithms and hardware are deeply integrated, positioning itself as a hub for AI and electromechanical integration [16]. - The introduction of comprehensive chip manufacturing processes signifies Guangdong's stronghold on the foundational elements of computing power essential for the smart era [18]. Group 6: Future Outlook - The AI industry in Guangdong is poised for significant growth, with innovative AI applications being integrated into daily life, paving the way for technology to empower industries and benefit the public [20].

Core Insights - The article highlights the rapid evolution of AI technology in Guangdong, showcasing the transformation of robots from isolated units to integrated teams capable of performing complex tasks [2][5][7] Group 1: Evolution of AI Technology - Robots in Guangdong have evolved from simple machines to sophisticated entities with intelligence and coordination, becoming popular products in the market [2] - The integration of domestic technologies, such as the open-source HarmonyOS, facilitates communication between different robotic devices, enhancing their capabilities [7] Group 2: Breaking Industry Barriers - AI applications are expanding beyond factories, with significant advancements in sectors like transportation, where autonomous vehicles are now operational in daily scenarios [9][11] - The use of drones has reached new heights, with record-breaking performances in various applications, including agricultural transport and entertainment [11] Group 3: Fusion of Technologies - AI technologies in Guangdong are being applied in diverse scenarios, from delivery drones to real-time translation services, demonstrating their adaptability and integration into everyday life [11][13] - The region's robust industrial ecosystem supports the development and deployment of AI solutions across multiple industries [13] Group 4: Guangdong's Competitive Advantages - Guangdong's AI industry benefits from a complete industrial chain, a large population supporting a vast market, and the fusion of various sectors creating unique applications [13][16] - The establishment of AI development agencies at both city and district levels positions Guangdong as a leader in AI and mechatronics integration [18] Group 5: Policy Support and Innovation - Since 2025, Guangdong has introduced numerous application scenarios to accelerate the integration of AI across various industries [16] - The region is recognized as a hub for both AI software and hardware innovation, with significant advancements in semiconductor technology supporting the AI ecosystem [20][18] Group 6: Scene-Based AI Development - The article emphasizes that the future of the AI industry in Guangdong will be shaped by innovative applications that integrate technology into daily life [22]