21世纪经济报道记者 彭新 百年电气自动化德企费斯托（Festo）如何看待中国市场？在近日举办的媒体群访活动中，费斯托中国 高管向21世纪经济报道等记者分享了对中国市场的观察。 费斯托1925年成立于德国埃斯林根，是一家家族企业，素以电气自动化技术而闻名。在专业场合之外， 费斯托近年最为"出圈"的是其基于仿生技术开发的多款仿生飞行机器人，如仿生蜜蜂、仿生蝴蝶以及仿 生雨燕等。由于此类飞行机器人不同于流行的四旋翼无人机方案，而是采用衍生式设计方法，外形类似 电影《沙丘》中的扑翼机，因此受到关注。 凭借仿生机器人出圈 所谓"衍生式设计"，其基本概念是设计师通过向计算机软件设定目标，告诉它想达到的结果和限制，由 软件生成并拓展出各种创意，并以最少的材料实现尽可能稳定的构造。尽管仿生蜜蜂等产品颇为惊艳， 但对外界而言，费斯托更多将其作为展示用途，在各类展会上吸引人气。 "至少到目前为止，费斯托还没有把仿生学（蜜蜂）直接产品化的意愿。"费斯托大中华业务区产品业务 单元管理副总裁王睿告诉记者，"当我们聆听家族成员，也就是费斯托的拥有者的时候，他们认为，人 类科学进步，最终是要从大自然中获取灵感，最终由大自然引领我们朝着未 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies discussed Core Insights - The 2025 World Robot Conference (WRC) highlighted advancements in bionic design, agricultural automation, embodied intelligence AI capabilities, operational cognition optimization, and industrialization pathways [1][14] - Companies like FESTO, Tevel, iFLYTEK, Qiongtor Intelligence, and Auda Voice Medical showcased innovative solutions and technologies in robotics [1][14] Summary by Relevant Sections Bionic Design - FESTO has developed bionic flying robots, including the "BionicBee," which weighs a few grams, has a wingspan of 12 cm, and achieves a wingbeat frequency of 15-20 times per second, showcasing the integration of natural design with engineering [2][15] Agricultural Automation - Tevel addresses the low automation in fruit picking despite a 200% increase in global fruit output over the past 30 years, utilizing flexible gripping and AI decision-making to create a scalable robotic harvesting system [2][16] AI Capability Upgrades - iFLYTEK emphasizes the need for AI to possess capabilities such as autonomous execution, improved human-machine interaction, and global deployment support, integrating VR/AR with large models to enhance task execution [2][17] Operational Cognition - Qiongtor Intelligence introduced the "digital gene" concept to improve operational understanding in robotics, advocating for programmatic language over natural language to enhance generalization and robustness in task execution [3][18] Future Education - The report discusses the transformation of education through AI Agents, emphasizing the need for interdisciplinary skills and adaptability to work alongside AI systems, which is crucial for meeting the demands of the embodied intelligence era [5][21]

Core Insights - The 2025 World Robot Conference concluded in Beijing, showcasing over 200 domestic and international robotics companies, highlighting Beijing's strong appeal as a national robotics industry hub [6][7] - Beijing's Economic and Information Technology Bureau announced the successful completion of the "Double Hundred Project," which aimed to cultivate 100 high-value-added robotic products and 100 applicable scenarios ahead of schedule [6][7] - The robotics industry in Beijing is expanding across various sectors, including medical, logistics, manufacturing, and services, with significant advancements in technology [6][7] Industry Developments - The conference featured cutting-edge robotic technologies and products, including bionic bees and humanoid combat robots, demonstrating the latest innovations in the field [6][7] - The introduction of the VIATRIX exoskeleton robot, inspired by the film "The Wandering Earth 2," received significant attention for its practical applications in enhancing mobility [7] - The bionic bee developed by FESTO is noted for its autonomous collective flight capabilities, showcasing advanced group control technology [7] Medical Applications - Robotics technology has been successfully integrated into medical procedures, with Beijing Union Medical College Hospital performing complex surgeries using robotic assistance, achieving significant advancements in precision and efficiency [7][8] - The use of robots in logistics at JD.com's Asia No. 1 warehouse has improved operational efficiency by five times through automated processes [7][8] Educational Integration - Beijing is exploring the integration of robotics into education, deploying various robotic solutions in schools to enhance learning experiences [8] - The city has initiated a humanoid robot marathon, promoting the development and application of humanoid robotics in competitive settings [8] Future Prospects - The Beijing government plans to accelerate the application of robotics, focusing on innovation, expanding service scenarios, and optimizing resource support [8] - The local robotics industry is projected to exceed 30 billion yuan in revenue by 2024, with a nearly 50% year-on-year growth anticipated [8] - The establishment of a comprehensive robotics ecosystem in Beijing is underway, with over 400 core robotics companies and a focus on collaborative innovation [8]

Core Viewpoint - The World Robot Conference emphasizes the importance of innovation and application in robotics, showcasing advancements in technology and the need for interdisciplinary collaboration in the field [1][3]. Group 1: Key Presentations - Ni Guangnan, an academician from the Chinese Academy of Engineering, highlighted the significance of "AI + spatial computing" as a new paradigm that bridges the physical and digital worlds, essential for enhancing robot intelligence [3]. - Vašek Hlaváč from Czech Technical University discussed the development of a unique visual guidance method for industrial robots, which improves precision in flexible assembly tasks through custom datasets and machine learning [5]. - Seng Chuan Tan, the incoming president of the World Federation of Engineering Organizations, emphasized the need for engineers to evolve from traditional roles to innovative problem solvers with interdisciplinary skills [7]. Group 2: Challenges and Opportunities - Gao Feng from Shanghai Jiao Tong University identified four key challenges in robot invention: functional-driven design, performance integration, behavioral intelligence, and specific engineering applications [9]. - Alexander Verl, chair of the International Federation of Robotics Technical Committee, discussed the limitations of current robots and the potential of digital twins and AI to enhance their capabilities [11]. - Sergej Fatikow from the University of Oldenburg presented innovations in micro-robotics for precision manufacturing, emphasizing the importance of nanotechnology in driving breakthroughs [13]. Group 3: Industry Applications - Zhang Jiafan from ABB Robotics highlighted that industrial robots currently cover only 20%-30% of industrial needs, indicating significant untapped potential for AI applications in decision-making and control [15]. - Zeng Guang from Zoomlion discussed the integration of humanoid robots into manufacturing systems, emphasizing the need for comprehensive knowledge and AI-driven platforms for effective deployment [17]. - Hu Luhui from Zhicheng AI pointed out the core pain points in the industry, including high costs and safety issues, and advocated for deep collaboration between physical and intelligent systems to overcome these challenges [19]. Group 4: Medical and Agricultural Innovations - Bradley Nelson from ETH Zurich presented the application of micro-robots in medicine, particularly for targeted drug delivery and remote surgeries, showcasing their potential to address significant healthcare challenges [21]. - Jens Kober from Delft University of Technology discussed the automation of agriculture in the Netherlands, emphasizing the need for cost-effective solutions to labor shortages and the importance of addressing real pain points in the industry [29]. - Yaniv Maor from Tevel highlighted the challenges in automating fruit picking, focusing on the need for flexible robotic systems that can adapt to diverse environments and fruit varieties [31]. Group 5: Future Directions and Market Trends - Dennis Gutowsky from FESTO introduced bio-inspired robotics, showcasing innovations that mimic natural mechanisms to enhance robotic design and functionality [33]. - The dialogue on embodied intelligence emphasized the need for reliable and transparent AI systems to foster trust and collaboration between humans and robots [34][36]. - The discussions highlighted the importance of open-source models to build user trust and the necessity for predictable AI systems to ensure effective human-robot interaction [42][44].

Core Insights - The 2025 World Robot Conference has commenced, showcasing over 400 representatives from the robotics industry, highlighting the latest technological advancements and trends in the sector [1][3] - China's robotics industry has experienced a revenue growth of 27.8% year-on-year in the first half of the year, maintaining its position as the largest industrial robot market globally for 12 consecutive years [3][7] - The conference features over 1,500 exhibits from more than 200 domestic and international companies, with over 100 new products launched [6][7] Industry Growth and Trends - The robotics industry is recognized as a high ground for demonstrating comprehensive technological strength and is characterized by the integration of various technologies [3][4] - The density of manufacturing robots in China has risen to the third position globally, indicating significant advancements in the sector [3] - The conference aims to address the future direction of the robotics industry, particularly the integration of artificial intelligence and the role of humanoid robots in an aging society [6][7] Innovations and Applications - The event showcases a variety of robots, including industrial robots capable of heavy lifting, bionic bees, and humanoid robots performing tasks such as folding clothes and sorting [4][6] - The conference includes the release of over ten reports, such as "2025 Trends in Embodied Intelligent Robots" and "Top Ten Potential Application Scenarios for Humanoid Robots," providing guidance for the industry [7] - The robotics sector is increasingly penetrating fields such as warehousing, commercial services, and medical rehabilitation, with significant growth in service robots [7] Future Prospects - The conference features over 30 supporting activities aimed at promoting industry development, including investment matching and talent supply-demand connections [7] - International delegations from countries like Singapore and Cameroon are participating, indicating a focus on expanding overseas market opportunities [7] - The robotics industry is poised for strong growth, with expectations for continued innovation and integration into various sectors [7]

Key Points - The 2025 World Robot Conference will focus on embodied intelligent robots and their core components, highlighting the need for high-performance core parts to support the development of industrial and humanoid robots [19][22] - The event will feature over 200 domestic and international robot companies, including 50 humanoid robot manufacturers, showcasing more than 1,500 exhibits across a 50,000 square meter exhibition area [12][22] - The conference will include discussions on cutting-edge technologies such as biomimetic tactile sensors and flexible drive mechanisms, addressing common challenges like reliability and cost control [22][24] Registration and Attendance - All attendees must register online in advance, as on-site registration will not be available during the event [1][4] - Attendees are required to present valid identification for entry, and any discrepancies in registration information may result in denied access [1][4] - The event will take place on August 10, 2025, from 1:30 PM to 6:00 PM at the Beijing Yichuang International Exhibition Center [1][5] Transportation and Venue Information - Due to expected traffic congestion around the venue, attendees are advised to use public transportation such as subways and buses [4][9] - Temporary traffic control measures will be in place from August 8 to August 13, 2025, affecting access to the venue [11] - Food options will be available at the venue, specifically on the second floor of the AB hall [11] Forum Agenda - The forum will feature a series of presentations from industry experts, focusing on the integration of data and models in robotics, innovations in robotic actuators, and advancements in embodied intelligence [24][25] - Keynote speakers include prominent figures from academia and industry, discussing the future of robotics and the importance of core components in enhancing robot performance [24][25]

Core Insights - The A-share technology sector shows divergence, with significant adjustments in cloud computing, data, and software sectors, while gaming and robotics on the application side perform well [1] - The 2025 World Robot Conference emphasizes innovation and industry chain collaboration, featuring over 220 domestic and international robot companies, with a record number of humanoid robot manufacturers [1] - China Galaxy Securities highlights that artificial intelligence is driving growth in the communication industry, particularly in hardware, and the computing power sector remains in a rapid development cycle [1] Group 1 - The AI ETF (515070) saw a notable increase, with stocks like Ecovacs Robotics rising over 8%, and other companies such as Zhongke Xingtu, Roborock, and 37 Interactive Entertainment also experiencing gains [1] - The World Robot Conference showcased over 1,500 exhibits, including humanoid robots, quadruped robots, rescue robots, inspection robots, collaborative robots, and over 100 new products launched [1] - The computing power sector is expected to continue its rapid growth, driven by competition for traffic entry points and a broad application market, with increasing demand for computing power as a foundational requirement [1] Group 2 - Related products include AI ETF (515070), the ChiNext AI ETF (159381), and the Huaxia CSI AI Theme ETF Connect A (008585) [2]

Core Insights - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, featuring over 200 domestic and international robot companies with more than 1,500 exhibits, including over 100 new product launches, nearly double the number from last year [1] Industry Developments - The event will showcase the transition of robots from laboratories to practical applications, making data more engaging and relatable [2] - Beijing's economic and technological development zone will host the "E-Town Robot Consumption Festival" during the conference, featuring four major consumption scenarios to stimulate both enterprise and consumer engagement [3] - This year marks the tenth anniversary of the World Robot Conference, coinciding with a significant surge in humanoid robot development, leading to a record number of participating companies [3] Market Trends - Humanoid robots are becoming a leading application of AI, recognized in government reports alongside biomanufacturing, quantum technology, and 6G [4] - The increasing emphasis on AI and embodied intelligence has led to a rise in unicorn companies, viewed as pioneers in integrating AI with traditional manufacturing [5] - Major industry players like Meituan, Alibaba, Tesla, and Xiaomi are investing heavily in humanoid robotics, eager to shape the future narrative of the industry [5]