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具身智能人形机器人DOBOTAtom第二代产品
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对话越疆科技首席科学家:未来10年,每个家庭都会有台机器人
证券时报· 2025-08-11 10:13
Core Viewpoint - The article discusses the strategic shift of the company from industrial robots to humanoid robots, highlighting the launch of the second-generation humanoid robot DOBOT Atom at the WRC2025 and the underlying technological advancements that support this transition [1][2]. Group 1: Development and Features of Humanoid Robots - The company officially started developing humanoid robots in 2023, building on prior foundational work in control systems, drivers, and joint modules [4]. - The humanoid robots are designed to embody human-like behaviors rather than merely mimic human appearance, emphasizing capabilities such as closed-loop control systems and multi-modal perception [5]. - The transition from industrial to humanoid robots is seen as an evolution towards more complex systems, with a focus on higher-level tasks involving perception and cognition [6]. Group 2: Advantages and Challenges - The company leverages its long-term accumulation of foundational technologies, providing cost advantages and controllability, while also having a deep understanding of industrial scenarios [7]. - Challenges include the need to shift from rigid constraints typical of industrial robots to the flexibility required for humanoid robots, necessitating upgrades in algorithms, perception models, and motion planning [7]. Group 3: Future Ecosystem and Market Strategy - The company envisions humanoid robots evolving into a platform-level ecosystem, similar to the development of the smartphone industry, with hardware manufacturers initially driving industry interest [8]. - The strategy focuses on integrating hardware with mainstream AI "brains" and collaborating with real-world customers to refine solutions, aiming to create a robust ecosystem of humanoid robots across various industries [8]. Group 4: Societal Impact and Long-term Goals - The company believes that robotic technology will amplify human capabilities rather than replace them, addressing societal issues such as aging populations and labor shortages [10]. - The long-term goal is to establish a leading global platform for embodied intelligence, making robotic technology a fundamental infrastructure in society, akin to electricity and the internet [10]. Group 5: Path to Household Integration - The company anticipates that within the next decade, every household will have a robot, similar to common household appliances, with a focus on making robots user-friendly and affordable [11]. - Initial applications will target commercial settings before expanding into household environments, with a focus on addressing aging and caregiving needs [11][12]. - The first scalable applications are expected in low-speed, high-frequency commercial scenarios, such as pharmacy logistics and retail guidance, where tasks are clear and environments are controlled [11][12].
越疆按下具身智能商业化加速键
Core Insights - The 2025 World Robot Conference is currently taking place in Beijing, where Shenzhen Youjiang Technology Co., Ltd. (referred to as "Youjiang") has launched the second-generation humanoid robot DOBOTAtom, redefining the commercialization threshold for robots and adapting to industrial, commercial, and household scenarios [1][2] - Youjiang's embodied intelligent robot platform, which includes "robotic arms, humanoids, and multi-legged robots," has transitioned from a technical exploration phase to a new stage of scalable value creation [1][2] Group 1 - The DOBOTAtom II demonstrates advanced capabilities in industrial manufacturing, achieving a precision of 0.1mm in tightening bearings and sorting various parts, thus setting a new flexible production standard for industrial assembly lines [1] - The robot showcases significant value in commercial and domestic service scenarios, exhibiting its ability to perform dynamic tasks such as serving popcorn while interacting with the audience [1][2] - Youjiang has established deep collaborations with leading academic and research institutions, including Tencent RoboticsX and Shanghai Artificial Intelligence Laboratory, ensuring technological foresight and a comprehensive industrial ecosystem [2] Group 2 - The company is building an open platform that integrates various robotic forms, allowing for seamless compatibility and control through a unified algorithm base, thus breaking down hardware barriers [2] - This platform supports diverse user interactions and generates vast amounts of real-world data, which drives iterative upgrades of algorithms, providing a versatile interface for future general AI applications [2] - Youjiang aims to evolve from merely manufacturing robots to creating a platform-level ecosystem, similar to the development trajectory of the smartphone industry, emphasizing the importance of hardware, algorithms, and application validation [3]