划重点 1.机器人赛道的"淘汰赛"远未到来，通用人形机器人的规模化落地应用仍需至少七年时间。 搜狐科技《超级瓦力——对话具身智能50人》栏目第13期，对话地瓜机器人CEO王丛。 2.中国的优势在于产业效率高、供应链完备、应用基数大、以及人才储备充足，很有机会在全球竞赛中做得更好。 3.牌桌上的头部玩家在技术和人才积累方面做得已经不错，新入局玩家还需要更多资源支持。 出品｜搜狐科技 作者｜郑松毅 编辑｜杨锦 在全球机器人产业竞速赛中，一家源于地平线的中国企业正悄然改写行业规则—— 地瓜机器人，以芯片为刃，成为赛道上关键的 "卖铲人"。 2017年，地瓜机器人的技术基因埋下伏笔。中国首款嵌入式人工智能视觉芯片——旭日1.0处理器发布，仅需功耗1.5瓦，就能实现大规模人脸识别、高清 视频结构化处理。 延续旭日系列芯片的研发脉络，地瓜机器人在2024年推出旭日5智能计算芯片，目前已与科沃斯、云鲸智能等多家机器人企业达成合作，大规模应用于扫 地、割草机器人等实用场景。 资本的加持让这支技术队伍更具底气。今年5月，地瓜机器人宣布完成1亿美元A轮融资，高瓴创投、梅花创投、九合创投等投资机构共同参与。值得关注 的是，其核心团 ...

Core Insights - The global technology sector is at an unprecedented critical point, with generative AI (AIGC) sweeping across various industries, and advancements in large model capabilities leading to autonomous decision-making and action [1] - The "2025 Guangdong-Hong Kong-Macao Greater Bay Area New Economic Development Forum" will be held on December 5 in Guangzhou, focusing on sustainable industrial paths in the AI era [1] AI Development Trends - AI remains the focal point in technology, showcasing three significant trends: continuous improvement in model capabilities, deeper industry applications, and accelerated ecosystem construction [2] - AI infrastructure is rapidly solidifying, with breakthroughs in parameters, multi-modal understanding, and reasoning efficiency, driven by leading tech giants [2] - AI has moved beyond the laboratory into critical sectors like healthcare, finance, manufacturing, and energy, becoming a key variable in industry transformation [2] Industry Challenges - The transition from "demonstrable feasibility" to "commercial viability" presents complexities, with high expectations coexisting with phase-specific challenges [2] - The forum will address how AI can create value in real-world scenarios and explore the commercial pathways for its application [2] Globalization of Chinese Technology - Chinese companies are entering a new phase of globalization, shifting from a cost-based "selling products" model to a technology, brand, and localized operation-focused "deep outbound" strategy [4] - The global market landscape has become more complex due to geopolitical factors, evolving international trade rules, and rising local competition, necessitating enhanced global operational capabilities [4] Future Directions - The forum will feature discussions on how Chinese enterprises can transition from "going out" to "integrating in" global markets, emphasizing the importance of establishing a strong local presence [4][5] - The event aims to foster a vision for the future, focusing on building agile response capabilities, intelligent systems, and deeper localization strategies for Chinese companies [5] - A report on "2025 Annual 21st Century High-Quality Development Research Cases (Technology)" will be released, highlighting successful applications that drive significant business growth and sustainable development [5]

据铅笔道统计，今年以来，海内外共有超过20家陪伴类"AI+硬件"公司获得融资，光是单轮金额突破亿 元的就有跃然创新、灵宇宙、维他动力、玄源科技、乐聚机器人等。 一位AI陪伴玩具企业创始人告诉铅笔道，华为的加入说明这条赛道真的成立了。 然而，也有创业者告诉铅笔道，这行很卷，很多产品无非是玩具套个芯片，内置大模型的互动水平没有 拉开太大差距，IP对产品销量的影响更大。 华为杀进了这个赛道，很出人意料。 11月26日。华为终端BG董事长余承东宣布，华为推出首款陪聊机器人"智能憨憨"，售价399元，于11月 28日开售。 "智能憨憨"有毛绒玩具的外形，能和用户语音对话、触摸互动，还带有专属日记记忆系统，能记录用户 的日常倾诉和悄悄话。 2025是AI陪伴硬件爆发之年。 还有创业者透露，行业数据存在较大水分，一些热门产品销量并没有对外宣称的那么大。 华为此时入场，目标到底是纯粹卖货，还是以玩具为终端，获取大量高价值真实数据，为下一代更先进 AI产品打基础？ - 01 - 而实体的"智能憨憨"搭载华为小艺大模型和适配鸿蒙系统。它被设计了完整的宇宙观——它来自一颗以 情绪能量为生命源泉的环形行星，因星球面临快乐单一导致的能 ...

Key Takeaways SERV's Q3 revenue jumped 209% YoY as robot deployments passed 1,000 and delivery volume rose 300%.TER's Q3 revenue hit $769M, driven by AI chip testing demand; Q4 sales expected to rise another 25%.TER earnings forecasts improved sharply, while SERV's projected 2026 losses widened to $1.72 per share.Automation and robotics continue to reshape the technology landscape, powering everything from autonomous delivery to advanced semiconductor testing. Two companies at very different stages of matur ...

Key Takeaways RR's shift to a RaaS model cut revenues but lifted gross margin to 74.4% in fiscal Q3.RR's rising losses stemmed from a sharp jump in general and administrative expenses.MVST posted record Q3 revenue and margin gains, supported by higher sales volumes.Both Microvast Holdings, Inc. (MVST) and Richtech Robotics Inc. (RR) are small-cap tech stocks operating in high-growth domains. While MVST offers battery technologies for electric vehicles (EVs) and energy storage solutions, Richtech Robotics pr ...

11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 人形机器人作展示。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 展示的人形机器人吸引观众目光。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 工作人员操控人形机器人。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工厂、工业软件与系统解决方 案、智能装备四大展馆，琳琅满目的工业生产机器人、生活服务型机器人"扎堆"亮相，各展绝活。图为 展示的机器人与观众互动。中新社记者 泱波 摄 11月27日，2025世界智能制造博览会在南京开展，设置了机器人、智能工 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference officially opened in Nanjing, showcasing over 30 top global robot brands, with a focus on advancements in retail supply chains, AI productivity, smart logistics, and industrial digital equipment [1][4]. Group 1: Event Highlights - JD.com presented its self-operated robot rental service, allowing consumers to rent smart humanoid robots and four-legged robotic dogs directly through its platform [3]. - An immersive interactive exhibition area was a highlight, featuring over 80 robot products, including performances by various robots that captivated attendees [5][7]. - Notable products included the JoyInside-enabled Loona robotic dog and the five-in-one AI chess robot from Yuanluobo, which showcased high emotional intelligence in interactions [9]. Group 2: Strategic Initiatives - In August, JD.com launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [11]. - The company offers a zero-threshold entry service for partners, facilitating a seamless integration of online and offline sales channels [11][15]. - JD.com aims to provide a comprehensive solution for partners, covering the entire supply chain from components to final products, thereby promoting the integration of robots into everyday life [15][17]. Group 3: Technological Empowerment - The JoyInside brand offers advanced application capabilities, emotional dialogue experiences, and adaptability to various scenarios, with dozens of leading brands already integrated [13][15]. - JD.com has initiated a limited-time free access program to help more robot companies seize growth opportunities [13].

China’s top economic-planning agency warns of the risk of a bubble forming in humanoid robotics https://t.co/WE4RwSOWG4 ...

Core Insights - JD.com showcased its upcoming robot secondary development system at the 2025 World Intelligent Manufacturing Conference, aiming to implement scenario-based sales by integrating physical robots with secondary development software [1] - The company also introduced its self-operated robot leasing service, allowing users to rent intelligent humanoid robots and quadruped robotic dogs directly through JD.com [1] - JD.com has launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to support 100 robot brands in achieving sales exceeding 1 billion yuan within three years, with the goal of promoting intelligent robots into over 1 million practical scenarios [1]

在智能化浪潮不断推进的今天，传统巡检方式正面临前所未有的变革机遇。 中科深谷基于实际巡检场景需求及自身在具身智能领域的技术积累，最新开发出具备自主巡检与多机协同能力 的 智能巡检作业平台。 ▍ 多模态感知系统，全天候环境自适应 机器人系统通过多传感器融合技术，在复杂室内外环境中实现厘米级精度的自主导航。3D激光SLAM、RTK 定位与多源感知数据的智能融合，让机器人在动态环境中保持出色的避障与路径规划能力。 同时，平台配备智能上位机软件，可实时整合巡检机器人的回传信息。通过简洁直观的可视化界面，操作人员 能够同时查看所有机器人的实时位置轨迹、传感器图像及设备状态，实现对分布式机器人的集中监控与管理。 图：平台系统架构图 该平台基于 深谷开源智脑系统 进行开发，融合智能体"敏捷小脑"的高精度运动控制与"具身智能机器人大 脑"的感知决策规划能力， 构建起感知、推理、决策、行动一体化的机器人智能体系。 ▍ 智能协同，具备自主决策行动能力 基于开源智脑系统的多智能体协同能力，系统实现了多机器人的智能调度与任务分配。机器人群能够自主优化 巡检路径、智能分配任务资源，实现了机器人在复杂场景中的自主作业能力。 ▍ 开放架构 ...