"成都的人才优势很明显。"谈及将核心研发团队布局在成都的原因，曾熠透露，团队中不乏从国内 外知名高校招揽的人才。这个约100人的研发团队，与绵阳本部有着清晰的分工：产品开发、算法迭 代、前沿探索在成都开展，产品的中试测试、数采训练、生产交付在绵阳完成。 这种布局很快产生"磁吸效应"。曾熠回忆，去年10月，与公司长期合作的视觉传感器供应商四川中 科友成科技有限公司，正为在成都市郫都区办公地点招引专业技术人才一事发愁。双方偶然聊起后，该 公司随即决定将二三十人的研发团队迁入同一栋楼。 1月19日，在位于成都市锦江区的艺尚锦江文创中心4号办公楼内，一群工程师正围着一台四足机器 人调试。 "我们研发团队的成员中，硕博学历占比超六成。"站在调试间里，曾熠指着一旁正在进行机器人避 障测试的工程师们向记者介绍。他是中国兵器装备集团自动化研究所有限公司（以下简称兵器自动化所 公司）机器人创新中心技术总工程师。 这里不仅是绵阳市属国企四川九洲电器集团有限责任公司在成都的办公基地，也是中国（绵阳）科 技城科产协同中心（简称协同中心）。去年9月，作为四川省人形机器人创新联合体和四川省人形机器 人制造业创新中心的牵头单位，兵器自动化 ...

股 票 研 究 海外巨头战略深化，OpenAI 进军机器人领域，欧洲具身智能加速落地。国内新品 与场景作业多点开花，产量规模与数据要素双向突破。投融资市场需求旺盛，机器 人供应链与产能扩张。 投资要点： [Table_Report] 相关报告 机器人《1X Technologies 发布"世界模型"， Skild AI 获 14 亿美元融资》2026.01.19 机器人《CES 2026：定义 AI 物理边界，加速具 身智能规模化落地》2026.01.11 机器人《量产版 Atlas 亮相 CES 2026，人形机器 人产业发展持续加速》2026.01.10 机器人《CES 国产机器人大放异彩，脑机接口有 望 26 年量产》2026.01.10 机器人《首款全身力控小尺寸人形机器人启元 Q1 发布》2026.01.01 股票研究 /[Table_Date] 2026.01.24 Optimus 预计 27 年 toC 销售，宇树 25 年出货 5500 台机器人 [Table_Industry] 机器人 机器人行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- ...

产业动态： 马斯克表示特斯拉计划在明年年底开始向公众销售其人形机器人Optimus。根据智通财经公众号1 月23 日报道，在达沃斯论坛上，马斯克提及了特斯拉目前在机器人方面的进展。特斯拉计划在明年年底开始 向公众销售其人形机器人Optimus，届时这些机器人的可靠性和安全性将在反复试验下得到认可。目 前，一些特斯拉Optimus机器人已经在工厂中执行简单任务，预计到今年年底将具备更复杂的功能。 玖物智能计划在港交所上市。根据机器人前瞻公众号，1 月19 日，玖物智能递交招股书，准备在港交所 上市，中金公司、花旗为联席保荐人。玖物智能成立于2017 年，总部位于苏州，是一家以智能移动机 器人为核心的"机器人+"解决方案供应商，主要为工业领域设计、开发及部署具备感知、决策及交互能 力的多形态智能具身产业机器人。根据弗若斯特沙利文的资料，按2024 年智能具身产业机器人解决方 案的收入计，公司在中国排名第二，市场份额为5.9%。清洁能源技术领域排名第一。 宇泛智能宣布完成Pre-IPO+轮融资。根据机器人前瞻公众号，1 月19 日，宇泛智能宣布完成Pre-IPO+轮 融资，折合人民币5.13 亿元。 本轮融资由温州 ...

股 票 研 究 Optimus 预计 27 年 toC 销售，宇树 25 年出货 5500 台机器人 [Table_Industry] 机器人 机器人行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 刘麒硕(分析师) | 0755-23976666 | liuqishuo@gtht.com | S0880525080005 | | 毛冠锦(分析师) | 021-23183821 | maoguanjin@gtht.com | S0880525040081 | 本报告导读： 海外巨头战略深化，OpenAI 进军机器人领域，欧洲具身智能加速落地。国内新品 与场景作业多点开花，产量规模与数据要素双向突破。投融资市场需求旺盛，机器 人供应链与产能扩张。 投资要点： [Table_Report] 相关报告 机器人《1X Technologies 发布"世界模型"， Skild AI 获 14 亿 ...

Serve Robotics is already expanding beyond just sidewalk delivery robots.Delivery robots are moving from a speculative venture to a more common alternative. Serve Robotics (SERV 3.85%) is leading the way, now with more than 2,000 delivery robots deployed.The company has been rapidly growing into more U.S. markets, including Los Angeles, Atlanta, Dallas-Fort Worth, Miami, Fort Lauderdale, Chicago, and Alexandria, Virginia. Serve is also moving beyond just sidewalk delivery robots. Yet the company is still ju ...

Core Viewpoint - The ongoing nurses' strike in New York City highlights the demand for higher salaries, which may inadvertently accelerate the adoption of robotic solutions in hospitals to mitigate staffing challenges [1] Group 1: Nurses' Strike - Approximately 15,000 nurses are on strike, seeking salaries exceeding $200,000 annually [1] - The strike has now reached its 11th day, indicating significant unrest within the healthcare workforce [1] Group 2: Robotics in Healthcare - Diligent Robotics' Moxy Robot is currently utilized in over 25 hospitals across the U.S. to assist with logistical tasks, allowing clinical staff to focus more on patient care [2] - Serve Robotics has acquired Diligent Robotics for a deal valued at $29 million, with potential earnouts of up to $5.3 million based on performance milestones [8] - The Moxy robot is powered by Nvidia's Jetson platform, showcasing the integration of advanced technology in healthcare robotics [9] Group 3: Market Expansion and Future Plans - Serve Robotics has expanded its delivery fleet from 100 to 2,000 robots within a year, now operating in six major markets including Miami, Dallas, and Chicago [11][12] - The company is considering international expansion into Canada and Australia, as well as further U.S. cities, including potential operations in New York [13][14] - The stock of Serve Robotics has seen an 18% increase over the past month, reflecting growing investor interest in the robotics sector [15]

报道员：周玓珞、刘雅贤、褚笑 世界经济论坛2026年年会召开期间，一场名为"机器人城市达沃斯"的活动在瑞士达沃斯举行。为期3天 的活动中，来自中国的机器人与公众亲密互动，并呈现了多场技术展演，成为一道跃动的科技风景线。 中国机器人给国际嘉宾们带来惊喜，生动诠释了人工智能与机器人技术从实验室走向应用场景的全球浪 潮。 记者：马汝轩、王露 0:00 新华社音视频部制作 ...

1月22日晚，宇树发布了一份关于2025年销量数据的澄清。宇树称，过去一个月，网上流传着很多关于宇树 2025年出货数量的不实信息。宇树此前从未对外告知过2025年的销售数据。 宇树表示，2025年人形机器人实际出货量超5500台（指实际出售发货给终端客户的数量，并非订单数量，订 单数量更高），2025年本体量产下线超6500台。上述均为宇树纯人形机器人的数量，不含双臂轮式等其他机 器人产品。 目前各种机器人形态多样，建议大家请勿把不同类型的机器人数量，直接合并在一起对比。 如需咨询企业合作事宜，欢迎联系机器人大讲堂-客服(19560423866，手机与微信同号)进行对接。 工业机器人企业 埃斯顿自动化 | 埃夫特机器人 | 法奥机器人 | 越疆机器人 | 节卡机器人 | 松灵机器人 | 珞石机器人 | 盈连 科技 | 集萃智造 | 优傲机器人 | CGXi长广溪智造 | 阿童木机器人 | 极智嘉 | 海康机器人 服务与特种机器人企业 亿嘉和 | 晶品特装 | 七腾机器人 | 史河机器人 | 九号机器人 | 普渡机器人 | 小笨智能 | 机器姬 | 施罗 德机器人 医疗机器人企业 元化智能 | 天智航 | 思 ...

Core Insights - The central theme of the report is "The Great Acceleration," highlighting the rapid convergence of five major innovation platforms centered around artificial intelligence (AI) that are expected to drive significant global economic growth by the end of the decade [1][4]. Group 1: Economic Growth Projections - The report predicts that the global GDP growth rate could reach 7.3% by 2030, significantly higher than the International Monetary Fund's forecast of 3.1% [4]. - Capital investment in innovation assets is expected to increase from approximately $5 trillion in 2025 to around $28 trillion by 2030, with the market share of innovation assets rising from about 20% to 50% [9][14]. Group 2: Technological Convergence - ARK identifies a 35% increase in the "Convergence Network Strength" by 2025, indicating a significant acceleration in the inter-catalysis of different technologies [7]. - AI is described as a "Central Dynamo" that drives multiple technology curves simultaneously, leading to a shift from linear to highly coupled technological relationships [4][12]. Group 3: Investment in Data Centers - Investment in data center systems is projected to grow from approximately $500 billion in 2025 to about $1.4 trillion by 2030, with a compound annual growth rate of 30% [20][17]. - The demand for AI is driving this investment surge, with the cost of inference dropping over 99% in the past year, leading to exponential growth in AI usage [22]. Group 4: AI and Consumer Behavior - AI is reshaping consumer interaction with digital platforms, with AI chatbots achieving a 25% penetration rate among smartphone users within seven years, faster than the internet's adoption rate [23]. - The share of AI-related search traffic is expected to increase from 10% in 2025 to 65% by 2030, with a projected annual growth rate of 50% in AI-related search advertising spending [26]. Group 5: Robotics and Automation - The global robotics market is estimated to present a revenue opportunity of approximately $26 trillion, with significant potential in both manufacturing and household services [32]. - The report emphasizes the transformative potential of humanoid robots, which could convert significant amounts of unpaid household labor into measurable GDP contributions [34]. Group 6: Autonomous Vehicles - The market for autonomous taxis is projected to create about $34 trillion in enterprise value by 2030, with autonomous technology providers capturing approximately 98% of the EBIT [37]. - The cost of autonomous taxi services is expected to drop significantly, with projections suggesting a price of $0.25 per mile by 2035 [35]. Group 7: Multiomics and AI in Healthcare - The integration of multiomics with AI is expected to revolutionize biology, with the cost of whole genome sequencing potentially dropping to $10 by 2030 [41]. - AI-driven drug development could reduce time to market by 40%, from 13 years to 8 years, while significantly lowering overall drug costs [45]. Group 8: Space Economy - The use of reusable rockets is anticipated to propel the economy into the space age, with SpaceX leading the market and significantly reducing launch costs [50][52]. - The market opportunity for satellite connectivity is projected to exceed $160 billion annually by 2030, driven by cost reductions and performance improvements [55]. Group 9: Energy and Infrastructure - The report highlights the need for a substantial increase in capital investment in the energy sector, estimating a requirement of about $10 trillion by 2030 to meet global electricity demand [60]. - Distributed energy systems are becoming crucial for supporting the energy needs of AI data centers, with ongoing declines in energy intensity across major economies [57].

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 ...