以下文章来源于智能涌现 ，作者富充 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 公司采取标准品出货模式， 而非定制化交付。 文 ｜ 富充 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ 企业提供 一句话介绍 灵足时代成立于2023年11月，以一体化关节模组产业应用为主营业务，目前国内近一半具身智能整机厂商为其客户。 图片：企业提供 团队介绍 CEO王勃，毕业于哈尔滨工业大学自动化专业，拥有超10年关节电机系统开发经验。曾任小米机器人关节团队总负责人、小米机器人关节总架构师，曾获小 米集团年度技术大奖。 COO邵元欣，毕业于伦敦国王学院电子工程与管理专业，拥有丰富的智能手机出海与仿生机器人量产经验。曾任四足机器人及关节项目负责人，曾获小米 集团年度技术大奖。 公司标准品出货根据场景、需求进行快速迭代，所有固件类OTA平均一周一个版本，硬件迭代平均每季度会推出新版本。 公司多位质量、硬件及软件等负责人，曾任职于小米、石头科技、航天科工等3C消费和工业领域的头部上市公司及企业。 融资进展 目前，公司已完成Pre-A&Pre-A+连续两轮数千万元融资。Pre-A轮 ...

Core Viewpoint - The company held its 2025 semi-annual online performance briefing on September 5, 2025, to communicate its operational performance and address investor inquiries [1][2]. Performance Briefing Details - The performance briefing was attended by key executives including the Chairman and President, the Financial Director, and independent directors, facilitating extensive communication with investors regarding the company's performance [2]. Key Issues Discussed - The company has established a comprehensive product platform in the humanoid robot sector, supplying over 100 leading enterprises domestically and internationally, showcasing advantages such as a complete product range and strong delivery capabilities [3] - The slowdown in overseas revenue growth is attributed to new tariff policies implemented in the U.S. in April 2025, which affected order fulfillment from key clients [3] - In the smart driving vehicle sector, the company is experiencing growth above the average market rate, with key applications in mass production and a clear upward demand trajectory [3][4] - New generation motion control products have entered the harvest phase, with significant advancements in product development and a stable R&D expense ratio of approximately 9.5% over the past three years [4] - The Vietnam factory has a designed capacity of 4 million stepper motors, with an expected output of approximately 350,000 units for 2025, indicating a rapid increase in revenue and a significant reduction in losses [4] - The decline in net profit for the first half of 2025 is primarily due to the relocation of the Shanghai base and the ramp-up of the new factory in Vietnam, which has affected production efficiency [4] - The company has received bulk orders from some of the over 100 enterprises to which it has sent samples in the humanoid robot industry [4] - Combined revenue from the semiconductor and robotics sectors exceeds 200 million, with specific products identified in each category [4] - The company is actively managing foreign exchange risks due to fluctuations in the RMB/USD exchange rate, utilizing hedging tools to mitigate financial impacts [4]

近日，国华（青岛）智能装备有限公司（以下简称： 国华智能 ）完成新一轮数千万融资，投资方包括小米产业投 资及 A 股上市公司金杨股份，资金将主要用于人形机器人核心关节模组的技术迭代与扩产。 据创始人王广介绍， 公司正加快生产和研发体系的升级， " 我们要迎接一个真正的爆发点 " 。 成立至今，国华智能历经6次融资，投资方包括青岛里程碑创投、前海母基金、山东省财金、金杨股份、小米产投 等。 公开信息显示， 国华智能成立于2021年2月， 法定代表人为王广， 是一家专注于智能制造产业上游机器人核心 零部件研发与智能制造产业下游系统集成为一体的高科技企业。致力于研发高精度、高扭矩、低温升、低音高精 密机器人关节谐波减速器，旨在实现高端谐波减速器产品的国产化。 据介绍，国华智能布局两个方向技术：一是聚焦谐波减速器与行星滚柱丝杠等核心传动部件；二是将这些部件与 电机、驱动、传感等环节深度集成，形成一体化关节模组。 国华智能谐波关节模组（图源/企业） 公司通过持续迭代，突破减速器、电机与驱动控制器等核心技术，在谐波减速器、行星滚柱丝杠、旋转关节和直 线关节等人形机器人核心部件上实现全栈自研。 " 从设计、建模、加工到测试 ...

人形机器人数据训练中心运营方负责人、睿尔曼公司创始人兼CEO郑随兵 随着机器人逐步从实验室走向生活与生产，数据采集和训练有望成为新的技术壁垒。 8月15日首钢园举行的石景山人形机器人数据训练中心开放日活动上，笔者获悉，作为北京市首个人形 机器人数据训练中心，该中心利用具身双臂升降机器人、轮式人形机器人、单臂无人机、单臂四足仿生 机器人等形态多样的108台机器人，以及搭建的新零售、汽车装配等十大场景，每年预计可产出超百万 条高质量多模态数据，目前已为多家海内外的大模型企业、机器人企业提供数据服务。 人形机器人数据训练中心运营方、睿尔曼公司创始人兼CEO郑随兵表示，机器人走入生活长期面临三大 核心瓶颈——操作能力、泛化能力与成本控制。传统机械臂笨重昂贵，服务机器人功能单一，关键在于 缺乏像人一样适应复杂环境并灵活操作的能力。同时，早期解决方案部署周期长、场景适应性差，加上 高昂的成本严重阻碍规模化应用。要想实现让机器人走入生活，在解决操作能力和成本后，实现规模化 应用以获取真机数据才能快速推动行业发展。 郑随兵表示，2025年是人形机器人和具身智能走入生活元年。未来，人形机器人数据训练中心希望利用 更多高质量数据 ...

Core Insights - The article highlights the rapid development and competitive landscape of humanoid robotics, focusing on the emergence of Lumos Robotics, which has made significant strides in a short time frame [3][21] - Lumos Robotics has introduced the LUS2, a full-sized humanoid robot capable of standing up in one second, showcasing advanced dynamic balance and control technologies [10][12] Company Overview - Lumos Robotics was founded in September 2022 and has quickly completed what other humanoid manufacturers take years to achieve [3] - The founder, Yu Chao, has a strong academic background and extensive experience in robotics, having previously led projects for Xiaomi and other companies [6][21] - The team includes members from the original core team of a previous robotics venture, contributing to a robust research and development capability [6] Product Development - Lumos Robotics has launched multiple products within a year, including the LUS series humanoid robots, the MOS robot for industrial logistics, and the NIX robot for home and entertainment [15][21] - The LUS2 robot is designed at a height of 160 cm and can perform long-range actions with a two-hour high-intensity operation time, suitable for various applications [10][21] - The MOS robot features a dual-arm design with a load capacity of 50 kg, significantly higher than the current market standard [15][18] Technological Advancements - The LUS2 utilizes a high-speed dynamic balance control system and advanced algorithms for posture adjustment, achieving a response time significantly faster than human reflexes [10][12] - The robot's modular design allows for technology reuse across different applications, enhancing its versatility [11][12] Market Position and Strategy - The humanoid robotics market is currently in a critical development phase, with many companies vying for position, but Lumos Robotics stands out due to its comprehensive technology stack and rapid product iteration [3][12] - The company has formed strategic partnerships with leading firms in logistics and manufacturing to co-create solutions, which is essential for generating real-world data and scaling operations [16][18][20] - Predictions indicate a significant growth trajectory for the humanoid robotics market, with Lumos Robotics positioned to capitalize on this trend due to its early maturity and technological capabilities [21]

Core Viewpoint - The 2025 China Industrial Expo Robot Exhibition, themed "Embodied Industry, Intelligent Future," will showcase over 500 renowned global companies and highlight cutting-edge robotic technologies and applications in a vast space of 56,000 square meters [2]. Group 1: Collaborative Robots - ABB's PoWa is a compact collaborative robot designed for speed and efficiency, achieving industrial-grade speeds of up to 5.8 m/s, making it ideal for small and medium enterprises with its no-code programming and plug-and-play capabilities [4]. - JAKA Lumi is an embodied intelligent platform designed for lightweight scenarios, featuring a 12-degree-of-freedom collaborative motion system that enhances production efficiency and product quality in tight spaces [7]. - GBT-C12A from Jiebo is a collaborative robot with a repeat positioning accuracy of 0.03mm, suitable for high hygiene and precision requirements in food processing environments [10]. Group 2: Industrial Robots - FANUC's ROBODRILL DC series is a high-efficiency machining center that enhances processing speed and quality through structural optimization and AI algorithms [19]. - Yaskawa's MOTOMAN-ME1000 is a heavy-duty SCARA robot capable of handling loads up to 1 ton, specifically designed for electric vehicle battery assembly [22]. - KUKA's KR IONTEC ultra is optimized for battery handling and lightweight spot welding, offering high dynamics and precision in compact spaces [25]. Group 3: Humanoid Robots - The Doco humanoid robot from Siasun integrates intelligent interaction and autonomous operation, capable of performing complex assembly tasks and providing services in commercial settings [48][49]. - Kepler's K2 "Bumblebee" humanoid robot combines cloud-based models with physical capabilities, enabling it to autonomously complete tasks in logistics and hazardous environments [52]. - DexForce W1 is a humanoid robot designed for precise operations in complex environments, featuring 34 actuators for flexibility and real-time environmental sensing [56]. Group 4: Intelligent Perception - Mech-GPT from Mechamand is an intelligent system that combines perception, decision-making, and execution capabilities, enhancing robots' ability to understand and interact with their environment [58][60]. Group 5: Logistics Innovations - Jiateng's single-arm unmanned forklift is designed for low-profile material handling, improving logistics efficiency in warehouses [80]. - Sainade's iLoabot series includes intelligent robots capable of autonomous loading and unloading, with advanced navigation and operational capabilities [83]. Group 6: Industry Applications - Songchuan's AIS-200 mechanical arm box-opening machine offers high cost-effectiveness and compatibility across various industries, streamlining the box-opening process [87].

Group 1 - The core point of the article is that Landai Technology has suspended trading to plan a change in company control, as the actual controllers are considering transferring 18% of their shares [2][4]. - The potential change in control is due to the transfer of shares by the actual controllers, which may lead to a change in the company's controlling shareholder [4]. - The trading suspension is in accordance with regulations to ensure fair information disclosure and protect investor interests, with an expected suspension period of no more than two trading days [4]. Group 2 - Landai Technology's main business includes power transmission and touch display, and it has a stake in Wuxi Quanzhibo, which has technical advantages in the robotics joint field [6]. - In 2024, Landai Technology achieved a revenue of 3.536 billion yuan, a year-on-year increase of 25.93%, and a net profit attributable to shareholders of 124 million yuan, a year-on-year increase of 134.04% [6]. - From September 2024 to the present, Landai Technology's stock price has surged by 2.7 times, with the latest market capitalization reaching 8.31 billion yuan as of July 7, closing at 12.75 yuan per share [5][6].

Core Insights - The industrial robot industry in Guangdong, particularly in Guangzhou, is a significant player in China's advanced manufacturing sector, producing nearly 15,000 units in 2023, with one-third of the nation's industrial robots being "made in Guangdong" [1] - The industry is moving towards domestic substitution of core components, breaking foreign technology monopolies [1][7] Application and Components - **Applications of Industrial Robots**: Industrial robots are widely used in various sectors such as automotive, furniture, building materials, and electronics, performing tasks like handling, welding, painting, and assembly [1] - **Visual Application Module**: This module enables robots to perceive their environment, allowing for tasks such as defect detection, object recognition, and precise assembly through 3D spatial coordinates [2] - **Trajectory Application Module**: Essential for path planning and control, this module allows robots to execute tasks like adhesive application in automotive manufacturing, enhancing product quality [3][4] - **Palletizing Application Module**: Robots can efficiently stack items onto pallets, widely used in logistics and food industries, adapting to various shapes and weights through advanced programming and sensors [4][5] - **Assembly Application Module**: Industrial robots are crucial for high-precision assembly in manufacturing, from large products like cars to small electronics, often requiring multiple robots to work together [6][10] Technological Advancements - **Integrated Joint Module**: A breakthrough in domestic technology, this module combines multiple components like motors and sensors, achieving high precision and performance while reducing reliance on imports [7][15] - **Core Components**: Key components such as servo motors and precision reducers are vital for smooth operation, with ongoing efforts in Guangzhou to enhance local production capabilities [11][14] - **Cost Reduction**: The development of domestic components has led to a 50% cost reduction compared to imported alternatives, enhancing competitiveness in the global market [15] Future Directions - **Collaboration with Humanoid Robots**: The integration of humanoid robots in industrial settings aims to complement the capabilities of traditional industrial robots, particularly in tasks requiring flexibility and adaptability [10] - **Focus on Automation**: The industry is increasingly automating repetitive and hazardous tasks, improving efficiency and safety in manufacturing environments [9]