南方财经记者郭晓洁 广州报道 帕西尼感知科技（深圳）有限公司创始人许晋诚最近在密集接待投资人。 这家成立于2021年、专注于机器人触觉传感器的初创科技企业，过去半年已累计完成了近10亿元人民币 融资。触觉传感器是机器人感知世界的"器官"。随着具身智能机器人商业化应用的加速落地，这个关键 零部件正成为资本布局的重点。 广东是人工智能和机器人产业（简称：AIR产业）发展最活跃的省份之一。近期，南方财经、21世纪经 济报道记者调研发现，产业资本对人工智能和机器人企业的关注度正在提升，产融对接正进入一个升温 阶段。这些投资人不仅来自财务投资机构，更有不少来自汽车、电子、物流等行业。这背后蕴含着一个 关键信号："AI+"正加速迈向可验证、可复制、可盈利的商业化临界点。 作为中国经济第一大省的广东，依托完备的工业体系、活跃的创新生态、庞大的市场需求、多元的应用 场景，成为"AI+"融合应用的"超级试验场"。立足于"科技－产业－金融"的高水平循环态势，AI+千行百 业正在广东催生出显著乘数效应。 "十四五"规划期间，随着技术爆发、市场孕育和政策助力，广东人工智能核心产业规模从1300亿元增至 2200亿元，年均增速超15% ...

Group 1 - The 2025 World Humanoid Robot Competition features an innovative scenario competition unit, including categories such as industrial, medical, hotel, and warehousing scenarios, aimed at testing robots' comprehensive capabilities in real applications [1] - In the medical scenario, a dual-arm robot successfully captured the position and posture of medicine boards and boxes using a depth camera, demonstrating its ability to assemble and disassemble medications, which received applause from the audience [1] - The only public fund official sponsor of this technology event is the E Fund Robotics ETF (159530), which deeply integrates into the competition, injecting financial momentum into the unprecedented event [1] Group 2 - The E Fund Robotics ETF (159530) tracks the National Index of Robotics Industry, with humanoid robot-related stocks accounting for nearly 80% of its portfolio, indicating a high "humanoid content" in the index it tracks [1] - According to Wind data, the E Fund Robotics ETF (159530) has seen continuous net inflows, with its product scale reaching 4.75 billion yuan, setting a historical high [1] - The intelligent technology enhances work efficiency in the medical scenario, highlighting investment opportunities in the pharmaceutical industry, with the Pharmaceutical ETF (512010) focusing on leading companies in the A-share pharmaceutical and healthcare sector [1]

Core Viewpoint - Mech-Mind showcased its self-developed general-purpose robot "Eye-Brain-Hand" technology at WAIC 2025, featuring nearly 10 cutting-edge applications in embodied intelligence, including dual-arm folding clothes, humanoid robot picking, and sorting a vast array of objects [2][4]. Group 1: Technology and Applications - The "Eye-Brain-Hand" technology integrates various robotic forms, including single-arm, dual-arm, and humanoid robots, applicable across multiple industries and tasks such as smart manufacturing, logistics, pharmaceuticals, retail, food, and household services [4]. - The dual-arm robot, equipped with the "Eye-Brain" system, possesses human-like reasoning, planning, and decision-making capabilities, enabling it to autonomously execute complex tasks like folding clothes efficiently [6]. - The dual-arm robot can autonomously sort a vast array of random objects using a self-developed multimodal large model, allowing it to recognize and classify items in real-time, meeting the high-speed sorting demands in industries like logistics and e-commerce [8]. - The humanoid robot, based on the DARWIN platform, can autonomously perform shelf picking tasks, demonstrating high mobility and adaptability in narrow spaces [10]. - The single-arm robot integrates advanced technologies to understand natural language commands and execute various complex tasks autonomously [12]. Group 2: Performance Metrics - The robot can achieve a sorting speed of up to 1600 items per hour, widely used in industrial, logistics, e-commerce, and retail sectors [14]. - The robot can accurately identify transparent objects with sub-millimeter precision, suitable for high-speed sorting in pharmaceutical and industrial applications [16]. - Utilizing advanced imaging and recognition technology, the robot can identify complex metal parts from over 3 meters away with a visual accuracy of ±0.5mm, successfully implemented in the automotive industry [18]. - The robot can quickly complete small bolt feeding tasks with a grabbing speed of less than 1.9 seconds per item, applicable in automotive and home appliance sectors [20]. Group 3: Technological Innovations - Mech-Mind also showcased its self-developed Mech-Eye high-precision 3D camera, capable of micron-level precision and fast scanning speeds, providing robots with enhanced 3D vision capabilities [21]. - The Mech-GPT multimodal large model equips robots with human-like learning, understanding, planning, and decision-making abilities, allowing them to execute tasks based on natural language instructions [22]. - The Mech-Hand five-finger dexterous hand design allows for efficient and precise manipulation of a wide variety of items, overcoming the limitations of traditional gripper applications [23]. Group 4: Market Impact - The advanced technology and diverse applications showcased by Mech-Mind made its booth one of the most popular at WAIC 2025, highlighting the company's strong market presence and innovation in the field of robotics [27].

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased advanced robots capable of various tasks, including sorting numbers and handling complex objects with precision [1][3] - The Mech-GPT multimodal model enables robots to understand natural language commands, significantly lowering the operational threshold for users without specialized programming knowledge [3] - The company has developed versatile robots that can perform tasks such as folding clothes, sorting transparent items, and precise assembly in the automotive industry, demonstrating their practical applications [3][4] Group 2 - The company's self-developed general-purpose robots have been widely adopted in the automotive sector, covering the entire manufacturing process from parts production to quality inspection [4] - The company has grown into a unicorn, with half of its revenue coming from international markets, including Germany, Japan, the United States, and South Korea [4] - Over 60 intelligent robots were exhibited at the WAIC 2025, highlighting the industry's focus on practical applications rather than just technological showcases [6]

Core Insights - Jin Nian Intelligent Technology (Shenzhen) Co., Ltd. is developing advanced assistive robots to help individuals with disabilities navigate stairs independently, addressing a significant mobility challenge for this demographic [2][3] - The CX-I assistive robot, designed and developed by Jin Nian Intelligent, features autonomous driving capabilities and advanced obstacle recognition, allowing users to operate it without assistance [3] - The Baon District, known for its robust robotics industry, has approximately 14,200 robotics companies, leading Shenzhen in this sector for several consecutive years [3][4] Company Developments - The CX-I model is set to be the first product launched by Jin Nian Intelligent, incorporating innovations to overcome the limitations of traditional electric wheelchairs [3] - The robot's design includes a unique chassis that combines tracks and wheels, enabling it to ascend stairs while maintaining stability [3] - Liu Hui, a user of the CX-I robot, demonstrated its effectiveness in navigating stairs independently, highlighting the emotional and practical benefits of such technology [3] Industry Trends - The Baon District is experiencing a transformation into a hub for intelligent robotics, supported by a complete industrial chain, policy innovations, and technological breakthroughs [4] - The district's strategy includes the "Industrial Upgrading 2.0" initiative, which optimizes land use and encourages collaboration among over 100 robotics companies [4] - Companies like Zivariable Robotics are advancing household robotics, showcasing the potential for industrial-grade precision in domestic applications [4][5] Market Positioning - Baon District's robotics sector is focusing on overcoming technological barriers and expanding into international markets, with companies like Dazhu Laser and Zhaowei Electromechanical leading in high-precision manufacturing [5][6] - The district is actively integrating into global supply chains, with initiatives to promote humanoid robots in high-end manufacturing sectors in Europe and the U.S. [6]