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 ...

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 ...