Group 1 - The third China International Supply Chain Promotion Expo showcased the vitality of the AI industry chain, with domestic and international AI companies competing and collaborating to enhance the resilience and competitiveness of the industry chain [3][4] - The Zhejiang AI industry chain made a collective appearance, featuring companies like Yushu Technology and Qiangnao Technology, which presented various robotic products including quadruped robots and humanoid robots [3][4] - Nvidia's CEO Jensen Huang emphasized that the next phase of AI is physical, highlighting the reasoning and execution capabilities of robots that can understand the physical world [4] Group 2 - Hubei province created a dedicated humanoid robot display area at the expo, featuring 22 local companies showcasing over 80 exhibits, including 20 complete humanoid robots, demonstrating a complete humanoid robot industry chain ecosystem [4] - Collaboration among companies across various segments of the robot industry is essential for building a safe, stable, and efficient supply chain system, as stated by Liu Sheng, an academician from the Chinese Academy of Sciences [4] - The development of regional industrial clusters in areas like Hubei and Zhejiang reflects the transformation and upgrading of China's manufacturing industry, enhancing both the resilience of the industry chain and the competitiveness of the regional economy [4] Group 3 - Lenovo's exhibition highlighted how investment and incubation empower startups like Benmo Technology and Daimeng Robotics, showcasing innovations in the global supply chain ecosystem [5] - The core drivers of global supply chain development are efficiency, innovation, resilience, and sustainability, as noted by Lenovo's CEO Yang Yuanqing [5] - Lenovo collaborates with long-term partners such as TCL, Qualcomm, SAP, and Nvidia to enhance the interconnectedness of the global supply chain ecosystem [5]

"要不你先喝口水吧"，下午3点到4点，宇树科技渠道销售负责人郑绍珏起码被三波媒体"围堵"。从7月16日早上10点到当天下午散场，他已经记不得接受过 多少次采访、讲解过多少遍产品。 从宇树科技走到对面的强脑科技展台，北京商报记者刚一发问，演示仿生手臂的公关部员工摆摆手"我中场休息一下"。相比之下，位于宇树科技背后的群核 科技展台工作人员相对轻松些，从底层数据到上层应用场景，一对一依次向北京商报记者进行了介绍。 中国国际展览中心（顺义馆）E4馆的东北角，是第三届中国国际供应链促进博览会（以下简称"链博会"）龙跃浙里展区，宇树科技、强脑科技、群核科技组 团参展。在科技圈，它们有个共同的头衔"杭州六小龙"。 2025年初至今，这六家公司名声在外，产品、融资、上市消息多次出圈。这次参展的宇树科技聚焦具身智能、强脑科技瞄准脑机接口，群核科技起家于空间 设计，不同的赛道不同的目标客户，这三家明星企业和它们的"朋友圈"没有直接的竞争关系，但共同的目标是合作、订单、落地。 USCHERMANDORE PERFECT PERFECT PARTY CONSTITUTION OF CHARACT AND n 谁是C位？ "师傅，去强 ...

深圳商报·读创客户端记者 吴素红 杀入具身智能赛道，华为接连放出"大招"： 日前，位于深圳宝安区的华为云具身智能产业联合创新中心正式启用，首批9家知名企业（含6家上市公司）率先设立具身智能板块子公司。 在今年全国两会期间，"具身智能"首次被写入政府工作报告，并作为未来产业的重要组成部分，标志其正式进入国家战略规划。 不同于传统基于数字环境的AI，具身智能具备感知、行动并对外界物理刺激做出反应的能力，通过与环境互动获得知识并泛化迁移的能力，通俗地说是给 机器安装了一个聪明智慧的"大脑"，赋予机器感知、思考、行动的能力。 业界认为，随着大模型技术的爆发，具身智能作为人工智能的下一个浪潮，已进入落地应用前的加速期。 据《2024年具身智能产业发展研究报告》显示，预计未来五年，具身智能的市场规模将持续增长，有望在2026年突破万亿元规模。 目前英伟达、特斯拉等企业纷纷布局"大模型+具身智能"赋能的机器人业务，并视智能机器人为企业的第二增长曲线。以全球AI算力龙头企业的英伟达为 例，在智能机器人领域的布局主要围绕着大模型、数据、开发平台三大核心领域展开，终极目标是打造机器人底层开发生态。 巨头下场 华为的"鲇鱼效应" ...

新华社天津7月13日电（宋瑞、马博文）抓、握、捏、按、手指开合……来自南开大学的塔吉克斯坦留学生吴莫凡在摄像头前做出手部动作，一旁 搭载了上千个多维触觉传感单元的仿生灵巧手立刻同步复刻，动作流畅得如同照镜子。 日前在天津举办的2025上合组织数字经济论坛上，帕西尼感知科技展出的仿生灵巧手，吸引大量来自上合国家的嘉宾关注。 "我了解到，这些能够感知力学信息、物体材质、温度、纹理的仿生灵巧手，可以规模化运用到工业制造领域，通过数据采集、算法集成等技术体 系，大大提升工厂的生产效率。"吴莫凡连连感叹，他期待这些来自中国的数字"智造"产品进入更多国家，赋能当地发展。 土耳其亚太研究中心高级研究员穆罕默德·博兹库尔特感受明显。"越来越多人工智能、机器人技术在中国工业场景中落地，我感到非常震撼，中 国在这方面的进步非常了不起。" 巴基斯坦国立科技大学学者穆罕默德·纳比勒·安瓦尔认为，中国的产业数字化转型为全球提供了借鉴经验。"这些数字技术可以提升劳动力技能、 提高工厂效率，而这正是我们所需要的。" "中国巨大的人口规模、市场需求和丰富场景，使得数字经济得以快速发展。"中国社科院世界经济与政治研究所国际投资研究室副主任潘圆 ...

其推出的仿人五指灵巧手采用创新型直线驱动设计，具有6个自由度和12个运动关节，结合力位混合控制算法，可以模拟人手进行诸如弹琴、猜拳等复杂动作。 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ 具身智能浪潮奔涌，作为其颠覆性核心的灵巧手技术，正迎来关键突破与激烈竞逐。 作为目前最接近人类手部功能的机械结构，灵巧手是具身智能机器人实现复杂环境交互的必要媒介。那么，国内灵巧手技术当前发展态势如何？又有哪些代表性 企业和产品引领风潮？下文将进行首批企业梳理，更多核心玩家尽在后续二、三辑，敬请期待！同时，诚邀您在评论区提名"遗珠"企业，后续统一发布！ 01 北京因时机器人科技有限公司 因时机器人创立于2016年，是一家专注于微型精密运动部件研发制造和伺服控制技术突破创新的专精特新企业。主要产品包括微型伺服电缸和仿人五指灵巧手，在 微小型、高精度和力控技术等方面具有独特优势，产品被广泛应用于机器人及其他机械设备的运动执行部位。 创始人倪华良毕业于复旦大学电子工程系，拥有19年电子科技行业经验以 ...

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资源，就上睿兽分析。 行业定义 电子皮肤（Electronic Skin， E -skin）是一种模拟人类皮肤感知功能的柔性电子系统，能够感知压力、温度、湿度、应变、化学物质等外界刺激。它通 常由柔性传感器、导电材料与微电子电路构成，具有柔软、可拉伸、可贴附的特性，目标是在机器人、生物医疗和可穿戴设备中实现"皮肤般的触觉"。 来源： Nature Communications 在打造更智能、更 逼真 的机器人道路上，"皮肤"正成为突破关键。相比传统刚性材料，具备柔性、伸展性与感知能力的"电子皮肤"正逐步走入主流视野。 这类柔性传感器不仅 具有柔性化、灵敏性、伸展性 和 柔韧性等特征 ，还 能模拟人类的触觉与感知。 柔性传感器构建的电子皮肤通过集成微型传感器阵列，能够精确捕捉细微的压力、温度以及触觉变化。这些传感器通常依赖于电阻、电容等电学参数的变化 来感知外界刺激，从而实现高度灵敏的响应机制。为了模拟人类皮肤的可拉伸性与柔韧性，其表面采用了诸如硅橡胶、高分子聚合物 ...

Core Insights - The article highlights the significant advancements in embodied intelligence, particularly focusing on the launch of ZWHAND's new generation of bionic dexterous hands by Zhao Wei Electromechanical, marking a major technological breakthrough in Shenzhen's robotics industry [2][5]. Group 1: Product Development - The new generation of ZWHAND dexterous hands has transitioned from research and design to mass production, indicating a shift towards commercial applications for both consumer and industrial markets [2]. - The new dexterous hands feature enhanced bionic performance, a more ergonomic design, and a core component lifespan exceeding 10,000 hours, ensuring reliability and safety [4]. Group 2: Product Features - The product matrix has been expanded to include two series: LM06 and DM17, catering to different industrial needs with distinct characteristics such as high flexibility and load capacity [4]. - The company is building an open-source ecosystem by sharing tools and resources necessary for the development and application of dexterous hands, including hardware communication standards and 3D models [4]. Group 3: Market Position and Strategy - Zhao Wei Electromechanical is leveraging its technological advantages in micro-drive systems to establish a competitive position in the industry, with plans for international expansion and dual listing preparations [5][6]. - The company anticipates a 35.15% year-on-year growth in overseas revenue for 2024, with dexterous hands being standardized components for multiple international clients [6]. Group 4: Collaborative Efforts - The company has signed strategic cooperation memorandums with 12 enterprises to promote the application of dexterous hand technology, indicating a commitment to building an open ecosystem [6].

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The humanoid robot concept index experienced a decline of 0.94% from June 29 to July 4, 2025, underperforming the CSI 300 index by 2.48 percentage points. However, year-to-date, the humanoid robot index has risen by 35.59%, outperforming the CSI 300 index by 31.36 percentage points [2][12]. - Key developments include the establishment of a 10 billion yuan investment fund in Hubei province for the humanoid robot industry, and significant advancements in product technology, such as Tesla's suspension of humanoid robot production for design adjustments and the launch of remote control technology by Yujian Technology [3][21]. Summary by Sections Weekly Market Review - From June 29 to July 4, 2025, the humanoid robot concept index fell by 0.94%, while the year-to-date performance shows a 35.59% increase compared to the CSI 300 index [2][12]. - Among A-share humanoid robot stocks, Taotao Automotive had the highest weekly gain at +29.82%, while Changhong Energy saw the largest decline at -10.13% [14][16]. Weekly Hotspots Policy Developments - Hubei province successfully established a 10 billion yuan humanoid robot industry investment fund, focusing on core areas of humanoid robots and artificial intelligence [18]. - Zhejiang province released implementation opinions to promote high-quality development of government investment funds, targeting future industries including humanoid robots [18]. - Shanghai announced key application scenarios for AI, embodied intelligence, and autonomous driving, prioritizing major projects [20]. Product Technology Iteration - Tesla has paused humanoid robot production to adjust design details, with expectations of a significant performance upgrade for the next version of Optimus [21]. - Yujian Technology introduced remote control technology for humanoid robots, demonstrating precise control from 1800 kilometers away [21]. Investment and Financing - Sainade completed a B++ round of financing exceeding 100 million yuan, aimed at accelerating the application of embodied intelligence [22]. - Zhejiang Yifei Intelligent Technology submitted a prospectus for an IPO on the Hong Kong Stock Exchange, with plans to invest in robot technology development [22]. Key Company Announcements - Prilite plans to invest 1 billion yuan in a new headquarters and R&D base in Guangzhou, focusing on modified plastics for humanoid robots [23]. - Xinbo Co. established a joint venture to expand into humanoid robot joint modules [23]. - Junpu Intelligent announced the start of mass production for humanoid robots in collaboration with Zhiyuan [24].

行业报告：先进制造行业周报 2025年7月7日 物流机器人加速落地，兆威机电发布新一代灵巧手 行业评级：增持 分析师：邹润芳 证券执业证书号：S0640521040001 分析师：闫智 证券执业证书号：S0640524070001 分析师：卢正羽 证券执业证书号：S0640521060001 中航证券研究所发布 证券研究报告 请务必阅读正文后的免责条款部分 股市有风险 入市需谨慎 中航先进制造——投资观点 n 重点推荐：信捷电气、北特科技、汉威科技、兆威机电、恒立液压、纽威股份、软通动力 n 重点跟踪行业——人形机器人： n 核心个股组合：信捷电气、北特科技、兆威机电、恒立液压、纽威股份、三花智控、双林股份、鸣志电器、五洲新春、莱斯信息、纳睿雷达、软通 动力、航锦科技、华伍股份、华阳集团、万马科技、绿的谐波、埃斯顿 n 本周专题研究： 近日人形机器人产业动态汇总：1）德马科技集团与海康机器人正式签订战略合作协议，双方将共同推动自主移动机器人在智慧物 流与智能制造领域的产业化应用；2）兆威机电发布新一代仿生灵巧手ZWHAND，为具身智能的各种应用场景提供更加成熟的灵巧手解决方案。相 较上一代产品，新一代的灵巧手 ...

Core Viewpoint - The launch of ZWHAND, a new generation of bionic dexterous hands by Zhao Wei Electromechanical, marks a significant advancement in robotic hand technology, transitioning from single-point breakthroughs to system upgrades, providing mature solutions for various applications in embodied intelligence [1][2][3]. Group 1: Product Features - The new generation dexterous hands include three models: LM06 (6 micro motors), DM17 (17 micro motors), and DM20 (20 micro motors), showcasing a leap in technology and design [2][3]. - The dexterous hands feature 17 to 20 degrees of freedom, enabling precise actions such as grasping, bending, and swinging, along with a self-learning function for various applications [2][3]. - The integration of flexible electronic skin on the contact surfaces of the dexterous hands allows for realistic tactile feedback, simulating human touch and enhancing human-machine interaction [2][3]. Group 2: Technological Advancements - The design of the new dexterous hands is inspired by the intricate structure of human hands, utilizing Zhao Wei Electromechanical's proprietary joint-integrated power module and biomimetic principles for unprecedented flexibility and precision [3]. - Advanced micro hollow cup motors are employed in the dexterous hands, providing a compact yet powerful and responsive driving system tailored for different usage scenarios [3]. - The proprietary compliant control algorithm developed by Zhao Wei Electromechanical enables the dexterous hands to perform various grasping tasks accurately in complex environments, adjusting grip strength and angle based on the object's characteristics [3]. Group 3: Market Applications - The dexterous hands are positioned as key technologies for humanoid robots, facilitating the transition towards intelligent and human-like functionalities [4]. - In industrial production, the dexterous hands can adapt to complex environments, enhancing efficiency and quality in sectors like electronics and automotive manufacturing [4]. - The dexterous hands also have significant potential in hazardous environments, allowing robots to perform delicate and dangerous tasks, thereby ensuring the safety of human operators [4]. Group 4: Future Development - Zhao Wei Electromechanical plans to continue focusing on the research and development of dexterous hands and their key components, investing in critical technologies to drive product upgrades [6]. - The company aims to accelerate the commercialization of the new generation dexterous hand drive modules and complete hand systems, reinforcing its technological leadership and market position [6]. - Future enhancements will include optimizing material selection, miniaturizing motors, and improving mechanical design to increase power density, dexterity, and durability [6].