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王兴兴一鸣惊人,宇树机器人拿下世界第一
3 6 Ke· 2025-08-15 12:16
世界机器人大会,春晚扭秧歌机器人拿下首金 中国的人形机器人奔向未来的速度,比想象中要快得多。 近日,在2025世界人形机器人运动会中,宇树的两台机器人包揽了1500米项目的第一、第三名,第二名的"天骄"机器人来自北京人形机器人创新中心有限 公司。 其中,第一的灵翌科技是宇树科技的全资子公司,以6分34秒的成绩摘得金牌。 图源:微博 赛后,宇树科技创始人王兴兴接受媒体采访时表示,夺冠的1500米田径比赛机器人就是春晚登场的机器人,也是宇树科技成立后制作的第一款机器人。他 认为这一巧合是非常有意义的。 在比赛前,H1在跑道上进行100米冲刺热身的视频还在网上流传,不少网友表示"这速度感觉能跑赢博尔特"。 春晚扭秧歌的宇树机器人 图源:微博 宇树机器人H1 1500米比赛现场 图源:第一财经 图源:微博 据在场的宇树科技队操控手介绍,这次参赛的机器人并没有经过特殊的改动和升级,展现其本身除了会跳舞、运动性能也很好的一面。对于之所以选择这 款机器人、没有选择个头稍微小一点的G1,是因为H1个头更大,电机力度大,步幅更大,速度也就能更快。 此外,还有多款身形非常小巧、憨态可掬的机器人出现在比赛现场。 图源:微博 当然, ...
人形机器人爆火,这些公司值得关注
市值风云· 2025-05-13 10:03
Core Viewpoint - The article highlights the rapid development and commercialization of humanoid robots, marking 2023 as a pivotal year for the industry, with significant advancements in technology and market presence [9][39]. Group 1: Humanoid Robot Market Development - The Beijing Yizhuang Robot Half Marathon showcased the competitive capabilities of humanoid robots, drawing attention from both established companies and startups [4][6]. - Many professional institutions define 2023 as the year of mass production for humanoid robots, with 11 manufacturers initiating production plans, including notable names like UTree Technology and UBTECH [9]. - The global humanoid robot market was valued at $1.017 billion in 2022 and is projected to reach $15.1 billion by 2030, with a CAGR exceeding 56% from 2024 to 2030 [17]. Group 2: Company Insights - Baiwei Storage - Baiwei Storage has launched products suitable for the robotics sector, including eMMC, LPDDR4X/5/5X, UFS, and BGA SSDs, and is actively promoting these products in the market [30]. - The company has successfully mass-produced its first domestically developed eMMC controller, SP1800, which offers high performance and reliability [30]. - Baiwei's revenue for the previous year reached 6.7 billion yuan, a significant increase of 86.5% year-on-year, with a net profit of 160 million yuan, marking a turnaround from losses [33]. Group 3: Supply Chain and Product Applications - The UTree Go2 robot dog utilizes chips from multiple companies, including Baiwei Storage's LPDDR4X memory and eMMC storage, indicating the company's strong position in the supply chain [21][39]. - Baiwei's products are already integrated into the supply chains of major companies like Meta and Google, particularly in wearable devices, which have seen substantial growth [32]. - The company is constructing a wafer-level advanced packaging factory, expected to enhance its capabilities in providing comprehensive storage and advanced packaging solutions [36][37].