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 ...

近年来，四川省成都市不断强化科技创新与产业创新深度融合，加快科技成果落地转化和产业化，培育 发展新质生产力。今年前三季度，成都规模以上高技术制造业增加值同比增长11.2%；目前已汇聚国家 级创新平台161个。 为有效促进企业、高校院所及科研机构之间的合作，成都科创生态岛两年来举办了数百场科技成果发 布、供需对接等活动。 今年9月份，四川具身人形机器人科技有限公司发布了全尺寸通用人形机器人整机平台"天行者2号"。据 介绍，这台头部集成柔性屏的机器人搭载了多模态感知系统，在整体灵活度、运动控制算法和人机交互 方面均较初代机器人有显著提升。 作为数字经济时代的新质生产力，算力已渗透至科研与产业的毛细血管中。国家超级计算成都中心常务 副主任王建波说，国家超级计算成都中心可为用户提供覆盖35个领域的算力服务，累计作业数超1.3亿 个。 作为国家新一代人工智能创新发展试验区，成都将人工智能产业作为全市重点产业链专班推进，已构建 起覆盖研发、生产、服务全链条的产业生态。 成都市科技局局长丁小斌表示，将推动科技创新和产业创新深度融合，形成梯次递进、结构合理的创新 型企业集群；支持企业牵头组建创新联合体，聚焦战略性新兴产业和未 ...

Core Viewpoint - The Sichuan Provincial Government is actively promoting Chengdu as a hub for high-quality development and innovation, particularly in artificial intelligence and advanced manufacturing, aiming to strengthen its role as a key center in Western China [1][2]. Group 1: Government Initiatives - The Sichuan Provincial Government has issued opinions to support Chengdu in enhancing its core functions and accelerating high-quality development, focusing on building three centers and one base: Western Economic Center, Western Science and Technology Innovation Center, Western Foreign Exchange Center, and a National Advanced Manufacturing Base [1]. - Chengdu is designated as a regional technology innovation center, alongside cities like Beijing, Shanghai, and the Guangdong-Hong Kong-Macau Greater Bay Area, as part of the national strategy [2]. Group 2: Innovation and Research Capacity - Chengdu ranks 8th in the national technology innovation competitiveness, with approximately 70% of the province's innovation platforms and 60% of its research institutions located in the city [3]. - The city has established a high-energy innovation system, including 1 national laboratory, 4 national innovation centers, and 10 large scientific devices, contributing to significant breakthroughs in various scientific fields [4]. Group 3: Future Industry Development - Chengdu is focusing on nurturing future industries, particularly in low-altitude economy, satellite internet, and biomedicine, with a strategic plan to develop 24 sub-sectors [8][9]. - The city has launched a future industry fund with an initial scale of 112 billion yuan, targeting key areas such as humanoid robots, flying cars, and quantum technology [9]. Group 4: Support for Technology Enterprises - Chengdu has established a comprehensive service system for technology enterprises, including an online platform for project and funding matching, and a physical innovation hub for technology transfer [7]. - The city promotes a scene innovation center to provide diverse scenarios for technology companies, facilitating rapid iteration of new products and business models [6].

Core Viewpoint - Sichuan Embodied Technology officially launched the "Tianxingzhe 2" humanoid robot platform, marking a significant advancement in the humanoid robotics sector in Southwest China, with plans to introduce the emotional companion robot "Ai Qiao" by the end of the year [1][6] Group 1: Product Features - "Tianxingzhe 2" features 55 degrees of freedom, enabling high-fidelity limb movements and complex terrain navigation, with a weight of 55 kg and a height of 165 cm [3] - The robot has a two-hour operational endurance, addressing the limitations of its predecessor regarding battery life and production scalability [3] - Equipped with a multi-modal perception system, it integrates laser radar and 3D vision for spatial positioning and environmental modeling, suitable for various applications [3][4] Group 2: Application Scenarios - The primary application areas for "Tianxingzhe 2" include intelligent manufacturing, scientific research, and elder care services, positioning it as a versatile partner capable of high-precision industrial tasks and research experimentation [4] - The robot is set to be the first full-size humanoid robot available on JD.com, leveraging the platform's ecosystem for accelerated market entry [5] Group 3: Strategic Collaborations - Sichuan Embodied Technology has formed strategic partnerships with industry leaders such as China Telecom, JD.com, Tencent, Alibaba Cloud, and Baidu Cloud to foster the development of the AI robotics industry chain [5] - The company unveiled a data collection platform that complements "Tianxingzhe 2," showcasing its autonomous operation capabilities in task execution [5] Group 4: Future Developments - The upcoming "Ai Qiao" emotional companion robot aims to integrate emotional computing technology with elder care needs, targeting both the elderly and general households [6] - Sichuan Embodied Technology plans to continue leveraging the supportive policies and resources of Chengdu High-tech Zone to drive innovation and market presence in humanoid robotics [8][9]

Group 1 - The core product "Tianxing 2" represents a significant upgrade in mobility, control precision, and natural interaction, showcasing advanced capabilities in complex terrain adaptation, humanoid motion control, and natural dialogue interaction [1][2][3] - The launch event included a strategic cooperation signing ceremony with leading companies in the industry, establishing a collaborative ecosystem for AI robot smart inspection scene incubation [1][2] - The partnership between Jushen Technology and Chengdu Huami focuses on deep technical collaboration in areas such as high-performance SoC, AI accelerators, and sensor fusion, aiming to innovate in intelligent robot systems and domestic hardware platforms [1][2] Group 2 - The collaboration will enhance Chengdu Huami's chip-level support in the robot "small brain" system, injecting higher performance and domestically developed "Chinese chips" into embodied robots [2] - The rapid iteration from Tianxing 1 to Tianxing 2 and the upcoming emotional companion robot "Ai Qiu" highlight the acceleration of robot R&D and industrialization in Sichuan [2] - The partnership exemplifies a new path of "soft and hard integration, industry chain collaboration," with Sichuan expected to form a full-chain competitive advantage from core components to application scenarios [2]

Core Viewpoint - Sichuan Embodied Technology officially launched the "Tianxing 2" humanoid robot platform, marking a significant advancement in the robotics sector in Southwest China, with plans to unveil the first emotional companion robot "Ai Qiao" by the end of the year [1][2] Group 1: Product Features - "Tianxing 2" is a second-generation product developed entirely in-house, featuring a height of 165 cm and a weight of 55 kg, with a design that combines technology and practicality [1] - The robot is equipped with 55 degrees of freedom, enabling high-fidelity limb movements and complex terrain navigation, addressing the limitations of its predecessor regarding battery life and production scalability [1][2] - The robot's multi-modal perception system integrates LiDAR and 3D vision for spatial positioning and environmental modeling, suitable for real-time applications in various scenarios [2] Group 2: Application Scenarios - "Tianxing 2" targets three main application areas: intelligent manufacturing, scientific research and education, and elderly care services, positioning itself as a versatile partner capable of high-precision industrial tasks and research experimentation [2] - The robot is expected to gradually expand its use in elderly companionship and care services, enhancing its role in the healthcare sector [2] Group 3: Strategic Collaborations - Sichuan Embodied Technology has formed strategic partnerships with industry leaders such as China Telecom, JD.com, Tencent Technology, Alibaba Cloud, Baidu Cloud, and local enterprises to establish an "AI Robot Smart Inspection Scene Incubation Base," promoting the development of the intelligent robotics industry chain in Sichuan [2][3] Group 4: Industry Development - Chengdu High-tech Zone has established a comprehensive innovation system for robotics, including multiple research centers and training facilities, to support the entire chain from basic research to industrial application [3] - The region has built 33 provincial-level and above AI and robotics innovation platforms, including three national centers and five provincial laboratories, providing essential support for technological breakthroughs and large-scale applications in the industry [3]

Core Insights - Sichuan Embodied Technology officially launched the "Tianxingzhe 2" humanoid robot platform, marking a significant advancement in the Southwest region's robotics industry [1][10] - The company plans to unveil the first emotional companion robot, "Ai Qiao," by the end of the year, further enhancing its product lineup [1][14] Product Features - "Tianxingzhe 2" features a height of 165 cm and a weight of 55 kg, equipped with 55 degrees of freedom, allowing for high-fidelity limb movements and complex terrain navigation [10][11] - The robot incorporates a multi-modal perception system, integrating laser radar and 3D vision for spatial positioning and environmental modeling, suitable for various applications [10][11] Application Scenarios - The primary application areas for "Tianxingzhe 2" include intelligent manufacturing, scientific research, and elder care services, positioning it as a versatile partner capable of high-precision tasks [11][14] - The robot is set to be the first full-size humanoid robot available on JD.com, leveraging the platform's ecosystem for accelerated deployment [15] Strategic Collaborations - Sichuan Embodied Technology has formed strategic partnerships with major industry players such as China Telecom, JD.com, Tencent, Alibaba Cloud, and Baidu Cloud to foster the development of the intelligent robotics industry [14][18] - The company has established an "AI Robot Smart Inspection Scene Incubation Base" to enhance the local robotics ecosystem [14] Future Outlook - The company aims to leverage the supportive policies and technological foundations of Chengdu High-tech Zone to drive innovation and market presence in humanoid robotics [18][19] - Chengdu High-tech Zone is focused on building a comprehensive innovation ecosystem, enhancing the robotics industry through various platforms and research centers [19]

Core Insights - The "Tianxing 2" humanoid robot platform was officially launched in Chengdu, marking the first full-size general-purpose humanoid robot in the Southwest region [1] - The new model features significant improvements in overall flexibility, motion control algorithms, and human-machine interaction compared to its predecessor [1] - The robot is designed for three main application scenarios: intelligent manufacturing, scientific research and education, and elderly care services [1] Group 1 - The "Tianxing 2" robot has 55 degrees of freedom, enabling stable and human-like movement control in complex terrains [1] - It utilizes multimodal perception for natural human-machine dialogue and action interaction [1] - The company plans to launch an emotional companion humanoid robot named "Ai Qiao" by the end of this year, focusing on emotional computing and elderly care applications [1] Group 2 - "Tianxing 2" aims to serve as a versatile partner capable of high-precision tasks in industrial settings and providing experimental platforms for research [1] - The upcoming "Ai Qiao" robot is targeted at the silver economy and family companionship, aspiring to be a companion from the first friend to the last family member [1]