市场潜力同样值得期待。冯振宇透露，调研显示，现代社会中家庭成员陪伴需求与陪伴时间不足的矛盾 日益突出，消费者愿意为优质的情感陪伴机器人支付费用。这一细分市场规模有望达到千亿元级，具备 百万台以上的推广潜力，为行业提供了明确的商业化方向。 构建差异化发展路径 冯振宇表示，相关企业要在竞争中突围，必须跳出传统工业应用的路径依赖，通过差异化竞争寻找新机 遇。 技术创新是企业发展的核心驱动力。四川具身科技依托四川省人形机器人训练场，研发出国内首个"情 感-语言-动作"大模型（ELA），为情感交互功能提供技术支撑。在产品布局上，公司已推出"天行者1 号""天行者2号"两款全尺寸通用人形机器人平台，以及面向真实场景的"灵瞳"系列四足机器人，形成了 覆盖工业巡检、应急救援、文旅服务、教育陪伴等领域的行业解决方案。 立足成都的产业与文化优势，四川具身科技走出了独特的产品创新之路。冯振宇强调，人形机器人最终 是一个产品，四川具身科技以打造智能终端产品的思路来打造品牌、生态与产品IP。成都丰富的文旅资 源、商业沉淀与文化底蕴，为情感交互机器人的产品设计提供了丰厚养料。公司正与动漫、游戏等领域 企业合作，将地方文化元素融入产品研发 ...

● 本报记者 郑萃颖 12月6日，2025科创投资大会在安徽合肥举行。四川具身人形机器人科技有限公司首席执行官、首席技 术官冯振宇在会上表示，人形机器人是第四次工业革命的最佳载体，有望成为未来生产力的重要因素。 他认为，人形机器人行业进入量产关键时期，各家企业积极探索商业化落地路径，以当前技术水平判 断，情感陪伴场景更易落地。 情感交互成商业化破局关键 冯振宇表示，2025年成为人形机器人量产元年，相关技术已迈过及格线，但产业发展仍面临多重瓶颈。 比如操作精度方面，上肢末端操作精度存在厘米级差异，难以满足高精度场景需求；核心部件领域，在 当前功率半导体与材料技术限制下，全尺寸高功率密度关节尚未实现市场化应用。此外，具身智能大模 型性能仍需提升等因素制约着人形机器人的大规模落地。 从应用场景来看，冯振宇认为，全尺寸人形机器人进军工业生产线仍需时日。他分析称，工业场景对操 作精度要求极高，毫米级误差便可能导致生产事故，而当前技术水平尚无法完全满足这一刚性需求，乐 观估计仍需三至五年的技术攻坚。与之形成对比的是，情感交互陪伴场景展现出更强的落地可行性。 技术创新是企业发展的核心驱动力。四川具身科技依托四川省人形机器 ...

从国内人形机器人发展格局来看，已经形成了北京、上海、杭州和成都四大创新集群。其中，成都依托 产业链和城市优势，正在打造交互人形机器人新范式。 基于对人形机器人行业的判断以及所处区域的产业优势，冯振宇表示，2025年底四川具身科技将发布主 打情感交互的人形机器人——爱湫EMO1，突破传统机器人功能局限，赋予其情感理解和自然回应的能 力。爱湫EMO1承载着公司"创造有温度的机器人，从人生的第一个朋友到最后一个家人"的使命。 当前，四川具身科技正引领人形机器人进入"情感交互"新时代。公司依托四川省人形机器人训练场，研 发了"情感–语言–动作"大模型(ELA)。 中证报中证网讯(王珞)12月6日，由中国证券报主办的"双创融合智启新程——2025科创投资大会"在安 徽合肥举行，近千位来自政、产、投、研等领域代表齐聚江淮，共同探讨以耐心资本培育未来产业、以 科技创新与产业创新深度融合驱动高质量发展的实践路径，为推动"科技—产业—金融"良性循环凝聚智 慧、汇聚合力。会上，四川具身人形机器人科技有限公司(简称"四川具身科技")首席执行官、首席技术 官冯振宇作了题为《人形机器人商业化落地突破点——情感交互场景》的主题演讲。 四 ...

Core Insights - The year 2025 marks the rise of embodied intelligence, coinciding with the "mass production year" for robots, showcasing advancements in various robotic technologies and applications [1][3]. Industry Developments - The Embodied Intelligence Robot Application Ecological Forum highlighted 22 "Technology Pioneer Awards" and 16 "Scene Expansion Pioneer Awards," recognizing companies across various robotic components and applications [1]. - Companies are exploring innovative sales methods, such as the upcoming 4S stores for embodied intelligence robots, allowing consumers to purchase robots similarly to cars [3]. Company Highlights - Shenzhen-based "Zhuji Power" showcased its TRON1 multi-form biped robot, which features modular foot designs and capabilities for various applications, including research and development [5][9]. - "Lingqiao Intelligent" introduced multiple dexterous hand products, including the DexHand021, capable of performing 32 out of 33 human hand functions, and the new DexHand021 Pro, designed for complex tasks [10][14]. - Chengdu's "Embodied Technology" presented its robotic dog "Ling Tong," which has been integrated into police operations for patrol and public safety, demonstrating its capabilities in various urban environments [18][21]. Investment and Financing - "Zhuji Power" completed a Pre-A round financing of 200 million yuan in 2023 and is set to raise an additional 500 million yuan in A round financing by early 2025, attracting strategic investors like Alibaba and NIO Capital [10]. - "Lingqiao Intelligent" has rapidly developed and launched new products within a year, with a focus on diverse applications in education, service, and agriculture [16]. - "Embodied Technology" achieved a valuation of several hundred million yuan within a year of establishment, focusing on police and emergency applications while exploring broader market opportunities [21]. Future Directions - The industry is witnessing a collective exploration of monetization strategies, with companies aiming to bridge the gap between core component breakthroughs and complete robotic solutions [23]. - The ongoing technological advancements and decreasing costs are expected to facilitate the transition of embodied intelligence robots from experimental stages to practical applications in factories, streets, and homes [23].

Core Viewpoint - Chengdu High-tech Zone is transforming urban scenes into future technology incubators, promoting innovation and industry development through scene-driven models [3][11][12]. Group 1: Scene Innovation - The global premiere of the 3D Nezha video in Chengdu High-tech Zone showcases the integration of popular animation IP with advanced technology [2]. - Chengdu High-tech Zone is establishing itself as a "future scene laboratory," where urban environments serve as experimental grounds for technological validation [3][4]. - The zone has released 20 technology application scenarios covering low-altitude economy, artificial intelligence, intelligent robotics, and unmanned driving [4]. Group 2: Industry Development - Chengdu High-tech Zone is fostering a unique "park ecology" to nurture enterprise growth, focusing on optimizing and enhancing industrial parks [12][15]. - The zone has attracted over 94 core enterprises in the low-altitude economy, establishing a comprehensive industrial chain that includes materials, components, and services [15]. - The successful launch of the world's first space computing constellation by a local company highlights the zone's commitment to building advanced technological capabilities [9][10]. Group 3: Talent and Community - Chengdu High-tech Zone has updated its talent policy to version 3.0, with a total talent pool of 6.69 million, making it one of the most attractive regions for high-level talent in central and western China [16]. - The zone is developing a "15-minute community happiness living circle," enhancing public service facilities to improve community well-being [21]. - The balance between industrial development and quality of life is emphasized, showcasing a dual approach to urban living that values both innovation and community [21].

Core Insights - The article highlights the success of the animated film "Nezha 2," which has surpassed a global box office of 15.8 billion yuan, making it the fifth highest-grossing film worldwide [3] - Chengdu's digital cultural and creative industry is thriving, with the Tianfu Changdao Digital Cultural Park serving as a hub for animation and related enterprises, fostering a complete industry chain [6][7] - Chengdu's sci-fi industry has also seen significant growth, with total revenue reaching 23.52 billion yuan in 2023, a year-on-year increase of 17.49% [8] - The city is positioning itself as a center for various emerging industries, including artificial intelligence, aerospace, and biomedicine, aiming to build a modern industrial system [11][14] Group 1: Film and Animation Industry - "Nezha 2" has become a cultural phenomenon, attracting tourists and fans to Chengdu, where it was produced [2][6] - The Tianfu Changdao Digital Cultural Park has attracted over 60 companies, creating a collaborative environment that enhances production efficiency [7] - The success of "Nezha 2" is attributed to the geographical concentration of key production companies within close proximity, facilitating effective communication and collaboration [7] Group 2: Sci-Fi and Cultural Industries - Chengdu's sci-fi industry is rapidly developing, with nearly 70 new institutions established in the past year, generating approximately 5 billion yuan in output [8] - The city has launched a three-year action plan to promote high-quality development in the sci-fi industry, indicating a strategic focus on this sector [8] - The integration of "sci-fi" with other cultural sectors, such as film and gaming, is creating new opportunities and projects [8] Group 3: Emerging Industries and Talent - Chengdu is actively developing new industries, including AI and robotics, with over 1,000 AI companies and a market size exceeding 100 billion yuan [14] - The city has implemented various initiatives to support the growth of its industrial ecosystem, including a 13 billion yuan special fund for industry development [14][15] - Chengdu's talent pool has reached 6.69 million, ranking fourth nationally, supported by a robust educational infrastructure [17]