具身智能热度持续升温，AI巨头争相入局！ 7月22日，记者从业内了解到，商汤科技正计划进军具身智能领域，其核心团队已经初步组建完毕，并正在业内"招贤纳 士"。 记者还了解到，在即将到来的2025世界人工智能大会（WAIC）上，商汤将发布具身智能平台，集成感知、视觉导航及多 模态交互能力，旨在为机器人、智能设备等多种智能终端提供强大赋能。 事实上，商汤布局具身智能早已有迹可循。今年4月，在商汤科技"2025技术交流日"上，商汤科技与松应科技完成战略合作 签约，未来双方将围绕具身智能数据仿真、研发管线及客户服务展开深度合作，加速具身智能技术的规模化落地。 有券商分析人士认为，商汤的具身智能棋局，本质是视觉基因的必然延伸：从"看懂世界"到"动手改造世界"。 2025年，具身智能赛道吸引了全球目光。谷歌AI模型Gemini Robotics展现了卓越的类人能力，Figure AI自主研发的端到端 VLA模型Helix，则实现了从语言理解到动作执行的无缝对接。 国内的互联网大厂也跃跃欲试，争相布局。 7月21日，京东宣布完成对千寻智能、逐际动力、众擎机器人三家具身智能头部企业的投资。在过去的两个月中，美团接连 对它石智 ...

中国基金报记者 赵心怡 【导读】商汤科技计划进军具身智能领域，团队正在组建 具身智能热度持续升温，AI巨头争相入局！ 7月22日，记者从 业内 了解到，商汤科技正计划进军具身智能领域，其核心团队已经初步组建完毕， 并正在业内"招贤纳士" 。 据接近该 业务 的消息人士透露， 有部分团队成员来自此前的智能驾驶业务领域，还有一些是计算机视觉领域的研究人员和机器人领域从 业者。 上述人士进一步表示，现在许多智能驾驶的人才都在涌向具身智能。 具身智能与自动驾驶技术均依赖于与环境的交互，通过利用大量传感 器数据来感知外部信息，实时构建环境模型。 记者还了解到，在即将到来的2025世界人工智能大会（WAIC）上， 商汤将发布 具身智能平台 ，集成感知、视觉导航及多模态交互能 力，旨在为机器人、智能设备等多种智能终端提供强大赋能。 事实上，商汤布局具身智能早已有迹可循。今年4月， 在商汤科技 " 2025技术交流日 " 上，商汤科技与松应科技完成战略合作签约，未来 双方将围绕具身智能数据仿真、研发管线及客户服务展开深度合作，加速具身智能技术的规模化落地。 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载， ...

2025中国工博会机器人展以 "具身工业・智领未来" 为主题，汇聚全球超 500 家知名企业，在 56000 平方米的广阔空间里，即将为大家带来一场前所未有的机器人技 术与应用的视觉盛宴。 想知道有哪些展品将颠覆你对机器人的认知吗？是能在复杂工业环境中灵活作业，精准度达到亚毫米级的新一代高精度柔性机械臂？还是具备多模态交互能力，能在 家庭陪伴与工业场景中无缝切换的人形机器人？又或是 AI 视觉引导下，高效完成分拣任务，大幅提升物流效率的智能分拣方案？ 现在，就跟着我们的脚步，提前解锁这些亮点展品，一同窥探机器人产业的未来新貌。 协作先锋：开启人机共舞新时代 在 汽车零部件组装车间，有一些大型部件需要在有限的空间内进行组装。TM6S 协作机器人以其长达 1800mm 的超长臂展，轻松够到远处的零部 件。而机身仅 35.5 公斤的重量，又能在狭窄的空间里灵活移动。它保证了高重复精度，就像一位经验丰富的装配工人，准确无误地完成每一次组装 动作，为生产线的高效运行提供保障。 05 遨博：碳纤维复合机器人 01 ABB：协作机器人PoWa PoWa是一款为速度、协作和效率而打造的紧凑型协作机器人。其工业级速度高达5.8 ...

招商证券（香港）最新行业报告显示，全球人工智能机器人行业正迎来技术迭代与商业化落地的关键转折点： 通用人形机器人虽仍需时间培育，但工业协作、商业服务、家庭陪伴等垂直领域的专业机器人已率先突破，开 启万亿级市场的序幕。 报告指出， 通用与专业双线并行，技术突破重塑产业生态 ， 机器人 行业格局 正迎来重塑。 ▍ 多点开花的机器人 报告指出，人工智能与机器人技术的融合正推动整个行业发生深刻变革 ， 使得 全球机器人产业正呈现 "通 用机型蓄力突破，专业机型多点开花"的发展态势。通用人形机器人由于需要突破模型算法、数据积累、硬件 协同等多重技术瓶颈，预计将在 2028-2030 年迎来爆发期，到 2035 年全球市场规模有望达到 500 万台 以上。 在行业技术和厂家未成熟之前，先寻求在某个细分场景单点突破以打开局面是最现实的发展路径。因而垂直领 域的专业机器人当前 有望 率先突破，行业百花齐放 ， 展现出强劲的增长动能。 其中， 工业协作机器人成为率先落地的 "主力军"。数据显示，工业协作机器人 2023 年市场规模已达 7.89 亿美元，预计 2028 年将增至 27.8 亿美元， 2023-2028 年复合年 ...

新华社北京7月17日电（记者张骁、郭宇靖）记者17日从北京人形机器人创新中心了解到，整合"共性技 术研发、数据采集训练、中试验证、软硬件测试、产业应用"全链条服务能力的"一站式"具身智能公共 服务平台在京发布，其将为人形机器人批量生产提供系统性解决方案。 "'双平台'的核心价值是以技术创新为基础的深度开放。"刘益彰说，通过提供详尽的软件开发和结构设 计文档并开放接口等，开发者无需从零构建底层系统。科研机构、高校、企业等可根据场景需求定制软 件硬件，将显著降低开发门槛并缩短周期，推动形成产业发展合力。 机器人规模化量产方面，针对业内标准化生产工序和专用设备缺失、应用测试不完善、生产成本高等问 题，记者获悉，北京人形正建设具身智能机器人中试验证基地，具备机器人从组装到测试的全流程智能 管控以及生产质量的可量化监控和可持续优化能力。 今年以来，我国人形机器人产业蓬勃发展，但规模化落地中仍存瓶颈，包括技术路线分散，研发重复和 效率低下；数据难以互通共享，模型训练效率和泛化能力受限；机器人量产"断档"，实验室成果难以转 化为可靠产品等。 北京人形具身天工事业部负责人刘益彰介绍，"一站式"具身智能公共服务平台"应需而生" ...

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" ...

Core Insights - The report highlights that 2025 will be a pivotal year for the overseas robot industry, driven by AI technology and vertical integration strategies by leading companies [1][5] - Huawei's entry into the robot sector aims to fill China's gaps in core technologies by providing AI algorithms, operating systems, and chips, fostering an ecosystem with various partners [1][6] - The general robot market is expected to experience explosive growth between 2028 and 2030, although its iteration speed will be constrained by the co-evolution of models, data, and hardware [1][7] Industry Dynamics - NVIDIA launched the world's first open-source general humanoid robot base model, GR00T N1, enhancing adaptability and task generalization while reducing development costs [2][5] - Figure has shifted from collaboration with OpenAI to self-developing AI models to ensure optimal hardware-software integration [2][5] - Huawei's ecosystem collaboration and the launch of the embodied intelligence platform are accelerating the application of robot technology across various vertical scenarios in China [2][6] Market Analysis - The report indicates that the general robot market is still maturing, while professional robots are expected to achieve breakthroughs in specific areas [2][7] - The industrial collaborative robot market is projected to reach $2.78 billion by 2028, with a CAGR of 29% from 2023 to 2028, while the commercial collaborative robot market is expected to reach $1.2 billion [7] - The AI-embodied home robot market is anticipated to reach 62.4 billion RMB by 2029, with a CAGR of 60% from 2024 to 2029 [7] Company Recommendations - UBTECH, a leader in humanoid robots in China, has been given a buy rating with a target price of HKD 110, leveraging its core technology in servo drivers [8] - Yujin Robot, a leader in collaborative robots, has also received a buy rating with a target price of HKD 76, following the launch of its humanoid robot Dobot Atom [8] - Tesla, despite short-term setbacks in its automotive business, remains a long-term leader in humanoid robots, with a revised target price of $377 [8] - Woan Robotics, the largest AI-embodied home robot system provider globally, holds a market share of 11.9% and is noted for its comprehensive product offerings [8][3]

Core Viewpoint - The global humanoid robot market is on the brink of explosion, with major tech companies competing for ecosystem dominance, and China potentially leading due to its manufacturing base and policy support [2][8]. Group 1: Market Potential - By 2050, the global humanoid robot market is expected to reach an annual revenue of $5 trillion, with cumulative adoption reaching 1 billion units, which is approximately double the total revenue of the top 20 global automotive manufacturers in 2024 [2][12]. - The humanoid robot index has risen by 14.4% this year, outperforming the S&P 500 by about 11 percentage points, indicating strong market interest and performance [2]. Group 2: Competitive Landscape - Major tech companies like Apple, Meta, Google, and Huawei have recently accelerated their open-source strategies in the humanoid robot field to attract developers to their ecosystems [2][4]. - Meta has launched the V-JEPA 2 world model with 1.2 billion parameters, while Google DeepMind introduced Gemini Robotics On-Device, allowing local operation of its robot models [6]. Group 3: Government Support - The Chinese government has significantly increased its support for the humanoid robot industry, with investment funds totaling approximately 187 billion RMB [9]. - Various local governments have established substantial funds to support the development of the humanoid robot value chain, including a 10 billion RMB fund in Wuhan [9]. Group 4: Commercial Deployment - Companies like Foxconn and NVIDIA are discussing deploying humanoid robots in new AI server manufacturing facilities, while Amazon is developing systems for humanoid robots to operate as delivery workers [11]. - The transition from concept validation to actual commercial application of humanoid robots is evident, particularly in manufacturing and logistics, where efficiency and cost reduction are being realized [11].

Core Viewpoint - The article emphasizes that the core trends in the computer industry are driven by AI, localization, and the implementation of robotics, with significant developments from Huawei, Hong Kong's digital asset policies, and Xiaomi's product launches [1][3][4] Group 1: Huawei Developer Conference - The Huawei Developer Conference showcased the HarmonyOS 6 operating system and the launch of Huawei Cloud's Pangu Model 5.5, marking a new phase in the Harmony ecosystem [2] - Over 40 Huawei terminal products are now equipped with HarmonyOS 5, featuring more than 260 new functions and over 9,000 applications involved in system-level innovations [2] - Huawei Cloud aims to integrate embodied intelligence into all connected devices, with the introduction of the CloudRobo platform to enhance innovation in this area [2] Group 2: Hong Kong Digital Asset Policy - Hong Kong's government released the "Digital Asset Development Policy Declaration 2.0," aiming to position the region as a global innovation hub for digital assets [3] - The policy highlights the potential of digital assets in financial technology, promoting efficient and low-cost financial transactions through blockchain technology [3] - The government plans to create a diverse digital asset ecosystem that integrates with the real economy and society, reinforcing Hong Kong's status as an international financial center [3] Group 3: Xiaomi Product Launch - Xiaomi's recent launch event introduced several new products, including the YU7 model, which achieved over 200,000 pre-orders in just three minutes and surpassed 240,000 orders within 18 hours [4] - The company plans to continue investing in advanced driver-assistance systems and aims to upgrade its AI model in the second half of the year [4] - Xiaomi's projected R&D investment of 200 billion over the next five years is expected to enhance its market competitiveness across various technological advancements [4]

Core Insights - The humanoid robot market is on the brink of explosive growth, with major tech companies vying for ecosystem dominance, as evidenced by recent open-source model releases from Apple, Meta, Google, and Huawei [1][2] - China's government support for the humanoid robot industry has reached unprecedented levels, with investment funds totaling approximately 187 billion RMB [1][6] - Morgan Stanley projects that the global humanoid robot market could reach annual revenues of $5 trillion by 2050, with cumulative adoption expected to hit 1 billion units [1][8][9] Group 1: Market Dynamics - Major tech companies are accelerating their open-source strategies in the robotics field to bind developers to their ecosystems [2][3] - The competition for ecosystem control is intensifying, with companies diversifying AI investments into hardware [3] - The "Humanoid Robot 100" index has risen by 14.4% this year, outperforming the S&P 500 by approximately 11 percentage points, highlighting strong market interest [1] Group 2: Government Support and Investment - The Chinese government has established substantial industry funds, including a 10 billion RMB fund in Wuhan, to support the humanoid robot value chain [6][4] - Recent financing activities in China's humanoid robot sector reached a record 25 transactions in May, indicating robust investor interest [6] Group 3: Technological Advancements - Major companies have released significant AI models and platforms aimed at enhancing humanoid robot capabilities, such as Meta's V-JEPA 2 and Google's Gemini Robotics On-Device [5] - The integration of AI into physical robotics is seen as a critical factor for success, with data acquisition being a key challenge [7] Group 4: Commercialization and Future Projections - Commercial deployment of humanoid robots is accelerating, with companies like Foxconn and Amazon planning to implement robots in manufacturing and logistics [8] - By 2036, approximately 23.7 million humanoid robots are expected to be adopted, with the average price in high-income countries projected to drop from $200,000 in 2024 to $50,000 by 2040 [9]