本报记者 赵 曦 □ 唐 瑞 8月20日，工业和信息化部发布通知，征集2025年度中小企业人工智能典型应用场景。通知要求，围绕 人工智能赋能中小企业（工业和信息化领域中小企业，不仅限于制造业）创新产品服务、优化业务流程 等重点方向，深入探索、发掘一批前瞻性、创新性和示范性突出的典型应用场景（应避免将发展较为成 熟的常规性人工智能应用场景纳入申报范围），为广大中小企业运用人工智能实现创新发展提供实践指 引和参考借鉴。 人口老龄化加速 科技适老需求攀升 图为观众正在体验按摩机器人服务。唐 瑞 摄 记者在大会现场看到，森丽康科技（北京）有限公司的养老机器人吸引了众多观众现场体验。该公司展 出的不仅有已进入市场、面向消费者居家场景的小丽长者陪伴机器人，还有新推出的应用于养老机构场 景的小丽养老服务机器人。记者体验发现，小丽长者陪伴机器人在居家场景下可以陪伴老人聊天、听 歌、练八段锦，接打电话等，并搭载远程巡视、跌倒检测等功能。 除此之外，大会展出的可穿戴的外骨骼机器人、傅利叶智能"具身智能康复港"等产品也颇受关注。在会 场智慧康养展区中，上述产品及智能辅行机器人、导盲六足机器人、AI理疗机器人等齐亮相，覆盖家 庭、社 ...

外骨骼机器人：赋能行动与康复的穿戴科技 20250822 摘要 外骨骼机器人融合机械工程、人工智能和生物力学，旨在提供物理机能 支撑，改善行动障碍或提升运动表现。受益于双足人形机器人供应链成 熟和成本下降，外骨骼机器人在消费和医疗康复领域的渗透率正快速提 升。 外骨骼机器人的核心技术难点包括结构优化设计（轻量化、柔性材料、 模块化）、柔性传感器与意图感知、运动状态与步态分析、人机交互 （舒适度）以及主动交互训练方法。 外骨骼机器人硬件端关键技术为驱动器（电机和减速器）和传感器，软 件端为人体意图感知系统及人机协同控制系统。驱动器需轻量化并实现 安全人机交互，软件部分则需通过多传感器融合实现 AI 驱动控制，并考 虑穿戴舒适性。 目前外骨骼机器人普遍采用行星减速器技术路线，成本和技术可控。轻 量化设计采用碳纤维复合材料，结构优化包括分布式驱动布局、仿生关 节构型及拓扑优化与模块化设计。关节模组占总成本约 50%，碳纤维材 料占 10%-20%，传感器约占 15%。 Q&A 目前人形机器人产业的发展阶段如何？ 今年（2025 年），人形机器人产业正处于商业化验证的过渡期。硬件方面的 发展在过去一年非常迅速，但"大 ...

继"特种兵式旅游"之后，这个暑期，"窝囊旅游"又在年轻人中悄然走红。 所谓"窝囊旅游"，指的是以最小的体力消耗感受旅游乐趣，比如坐电梯爬山、躺平式漂流、缓降式蹦极等。 在这其中，黑科技为实现"窝囊旅游"提供了更多可能性。今年以来，包括泰山、黄山、武功山、峨眉山、八达岭长城等在内的多个景区都引入了外骨骼机器人设 备。借助"穿在身上的机器人"，游客可步履轻盈地征服陡峭山路。这一"登山外挂"也让外骨骼机器人从医院、养老院里的小众概念走进大众消费视野，加速渗透进 日常生活之中。 软件层面，人工智能大模型的进步，为外骨骼机器人装上了"聪明的大脑"，加快了产业落地的速度。"AI技术贯穿于迈步机器人产品的训练、评估与决策全流 程。"陈功表示。比如，基于临床大数据的AI算法可以辅助个性化训练方案制定，通过多模态传感器感知运动意图，实时调整助力强度与步速；结合生物力学模型分 析步态数据，则可以量化评估康复效果。"这些应用使康复训练精准度提升30%以上，患者主动参与度提高50%。"陈功说。 场景爆发：从医疗康养 到大众消费的拓展 这并非偶然的"出圈"事件，而是技术突破与场景应用深度共振的结果。记者多方采访发现，近年来，人工智能、 ...

四大证券报内容精华摘要如下： 中国证券报 ·长线资金"上榜" 大手笔布局超百只A股 近日，随着上市公司2025年半年报陆续披露，社保基金、基本养老保险基金等长线资金的部分持仓情况 浮出水面。统计截至8月21日披露的上市公司半年报数据发现，二季度末已有40余只社保基金组合、20 余只基本养老保险基金组合进入上市公司前十大流通股东行列，覆盖上市公司约160家。南微医学、凯 立新材、苏试试验获得多只社保基金组合的青睐。3只个股前十大流通股东均有3只社保基金组合的身 影。春风动力、蓝晓科技受到养老金机构的追捧。 ·亚宠展上的科技革命："智能化"之笔点睛"它经济" 在上海新国际博览中心的E1展馆内，优克联展台的演示屏幕上，一只柯基犬在做出高频习惯动作后， 随即触发项圈上的智能设备，与异地出差的宠物主开始了远程语音"通话"。这不是科幻电影场景，而是 第27届亚洲宠物展览会上的真实一幕。8月21日上午9时，记者在展馆外看到，观众已排起长龙。2600多 家展商、31万平方米展览面积、预计超过51万的参观人次……这些数字背后，是一个正在高速发展 的"它经济"市场，而智能化是支撑其高质量扩容的重要引擎。 ·"创新+国际化"步伐加 ...

继"特种兵式旅游"之后，这个暑期，"窝囊旅游"又在年轻人中悄然走红。所谓"窝囊旅游"，指的是以最 小的体力消耗感受旅游乐趣，比如坐电梯爬山、躺平式漂流、缓降式蹦极等。 在这其中，黑科技为实现"窝囊旅游"提供了更多可能性。今年以来，包括泰山、黄山、武功山、峨眉 山、八达岭长城等在内的多个景区都引入了外骨骼机器人设备。借助"穿在身上的机器人"，游客可步履 轻盈地征服陡峭山路。这一"登山外挂"也让外骨骼机器人从医院、养老院里的小众概念走进大众消费视 野，加速渗透进日常生活之中。 这并非偶然的"出圈"事件，而是技术突破与场景应用深度共振的结果。记者多方采访发现，近年来，人 工智能、柔性驱动、轻量化材料等核心技术的成熟，叠加人口老龄化、智能制造、户外经济等多重需求 驱动，外骨骼机器人产业迎来了爆发前夜。在政策支持、资本涌入与企业创新的合力推动下，这个曾经 的"小众黑科技"赛道，正加速迈向商业化落地的黄金时代。 技术跃迁：从"机械铁架" 到"智能肌肉"的进化 在深圳市第二人民医院的康复治疗部，一名脑卒中患者正在借助一款外骨骼机器人进行康复训练。这副 犹如"钢铁盔甲"般的设备，不仅可以通过机械结构和动力系统给患者提供支撑力 ...

国内公司如肯庆科技和成天科技在消费级市场表现突出，肯庆科技与泰 山文旅合作推出外骨骼机器人，成天科技推出售价 2,500 元的无源外骨 骼，迅速售罄。 上市公司中，振江股份和翔宇医疗预计在第三季度发布消费级外骨骼机 器人，掌握智能控制算法的产业链龙头值得关注，或将成为股价催化剂。 2025 年许多旅游景区推出了外骨骼机器人租赁服务，为爬山运动提供便利条 件。例如泰山在五一节前投放了 500 台外骨骼机器人，并计划在暑期前再投放 1,000 台。这些设备租赁情况供不应求，各景点租赁服务普遍受到欢迎。此外， 今年（2025 年）抖音平台上关于辅助爬山的外骨骼机器人视频也火爆全网。 因此，在户外运动场景中，消费级轻量化外骨骼机器人的需求率先爆发。 外骨骼机器人专题：行业星辰大海，商业化进程加速 20250821 摘要 2025 年外骨骼机器人商业化加速，受益于智能化水平提高、轻量化设 计和成本降低，AI 芯片融入使控制系统能实时捕捉运动数据，通过深度 学习算法实现自动调节与精准预测，准确率达 99.2%。 外骨骼机器人应用场景拓展至登山辅助，租赁模式在旅游景区兴起，如 泰山五一节前投放 500 台外骨骼机器人，租赁 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved a total consolidated revenue of 1.061 billion CNY, representing a year-on-year growth of 10.31% [2] - The net profit attributable to shareholders was 113 million CNY, reflecting a year-on-year increase of 15.55% [2] Group 2: Carbon Fiber Equipment - Sales revenue from carbon fiber equipment reached 629 million CNY, marking a significant year-on-year growth of 59.53%, primarily driven by contracts signed in previous years and new contracts confirmed in the first half of this year [2] - The company has a sufficient backlog of orders, with a majority coming from carbon fiber complete lines and core equipment [2] Group 3: Project Developments - The original silk production line project is progressing as planned, with the company’s subsidiary serving as a testing and demonstration base [3] - The company is actively advancing the sales contract with Saudi GIM Company and is focused on international market expansion [4] - The second generation of the exoskeleton robot has completed testing and is moving towards mass production [5] Group 4: Composite Material Capabilities - The company is building carbon fiber composite capabilities, establishing subsidiaries in Shaoxing and Wuhan, and creating an advanced composite materials industrialization research center [6] - The composite materials sector is now capable of lightweight design and manufacturing for various industries, including automotive and aerospace [6] Group 5: Recycling Initiatives - The polyester recycling production line, part of a project with Zhejiang Jianxin Jiarun New Materials, is set to deliver a 50,000-ton capacity line by the third quarter of 2025, with core equipment installation completed and currently in the debugging phase [7]

Core Viewpoint - The rise of emerging industries in China is expected to lead the next decade of polymer applications, particularly in robotics and related materials [1]. Group 1: BASF and Fourier Collaboration - BASF signed a Memorandum of Understanding with Shanghai Fourier Intelligent Technology Co., Ltd. to explore new material solutions for robotics, focusing on engineering plastics, polyurethane, and thermoplastic polyurethane [2]. - This collaboration follows BASF's previous showcase of high-temperature nylon and TPU applications in robotics, indicating a strategic move into the robotics sector [2][4]. - The partnership is initiated by BASF's venture capital arm, marking its first collaboration in the robotics industry in China, with potential for future investments [6]. Group 2: Fourier's Market Position and Growth - Fourier, established in 2015, is a leading company in humanoid robotics in China, with a focus on rehabilitation robots and a global presence in over 40 countries [5]. - The company reported a 127% year-on-year growth in its rehabilitation robot business for 2024, with orders extending to the end of 2025 [5]. - Fourier's latest product, the Care-bot GR-3, features advanced human-robot interaction capabilities, showcasing the company's innovation in the field [5]. Group 3: Polymer Materials in Robotics - Various companies, including Jinfa Technology and Prit, are actively developing polymer materials for humanoid robots, with applications ranging from radar shells to actuator gears [8]. - Polyurethane is highlighted as an ideal material for electronic skin and can replace aluminum components in robots, enhancing performance while reducing weight [8]. - The demand for humanoid robots is projected to double annually, driven by technological advancements and market growth, presenting new opportunities for polymer material companies [9]. Group 4: Market Trends and Future Outlook - The robotics industry is experiencing significant growth, with many companies reporting 50% to 100% increases in revenue, driven by demand from the market [9]. - The collaboration between BASF and Fourier is expected to open new markets for polymer materials, particularly in the robotics sector [10].

Group 1: Event Overview - The World Humanoid Robot Games, the first large-scale competition centered around humanoid robots, opened on August 14 at the National Speed Skating Hall in Beijing [1] - 280 teams from 16 countries participated in 487 matches across 26 events from August 15 to 17, showcasing advancements in intelligent decision-making and collaborative movement in humanoid robots [1] Group 2: Company Involvement - Shou Cheng Holdings (0697.HK) played a significant role in the event by providing robotic equipment and establishing a public "Shou Cheng Robot Technology Experience Store" outside the venue [1][2] - The experience store spans nearly 200 square meters and features over 200 robots and smart products from various ecosystem partners, covering areas such as smart home, children's education, AI entertainment, and outdoor sports [1][2] Group 3: Strategic Focus - Shou Cheng Holdings has been building a comprehensive support system for the robotics industry, focusing on "capital operation + asset integration" as its core strategy [2] - The company has invested in numerous innovative robotics firms, including Yushu Technology and Galaxy General, targeting advanced fields such as embodied intelligence, industrial automation, surgical robots, and AI perception and decision-making systems [2] Group 4: Product Demonstrations - The showcased products at the experience store include AI medical consultation devices and humanoid robots capable of performing various facial expressions and movements, demonstrating the integration of AI models with robotic forms [2][3] - The experience store features interactive areas for children and showcases the most popular cleaning robots, indicating strong public interest in robotics [2][3] Group 5: Future Plans - The Shou Cheng Robot Technology Experience Store is planned to operate long-term, with the first store located in Beijing Rongshi Plaza, expected to open by 2025 [3] - This store will serve as a platform to validate market acceptance of invested companies' products and connect B2B, B2C, and G2B demands [3]

Core Viewpoint - The article highlights the World Humanoid Robot Games held in Beijing, showcasing advancements in humanoid robotics and the involvement of Shoucheng Holdings in promoting the industry through a public robotics experience store [1][2]. Group 1: Event Overview - The World Humanoid Robot Games took place from August 15 to 17, featuring 280 teams from 16 countries competing in 487 events across 26 categories [2]. - The event aims to demonstrate cutting-edge achievements in intelligent decision-making and collaborative movement in humanoid robots [2]. Group 2: Company Involvement - Shoucheng Holdings provided support for the event by supplying robotic equipment and establishing a 200㎡ robotics experience store outside the venue, aimed at bridging the gap between technology and the public [2][3]. - The company has been actively investing in various robotics firms, including Yushu Technology and Galaxy General, focusing on areas such as embodied intelligence, industrial automation, surgical robots, and AI perception systems [2]. Group 3: Robotics Experience Store - The experience store features over 200 robotic and smart products from various partner companies, covering sectors like smart home, children's education, AI entertainment, and outdoor sports [2]. - The store is designed to make robotics more relatable to everyday life, with interactive areas for children and demonstrations of advanced robotic capabilities [3][4]. Group 4: Product Highlights - Notable products include humanoid robots capable of facial recognition and expression, AI medical consultation devices, and exoskeleton robots for rehabilitation and outdoor activities [3][4]. - The AI companion robot has shown strong sales performance in Japan, indicating positive market reception for robotics products [4].