中化新网讯 日前，开普勒K2大黄蜂人形机器人完成全球首例"人机协作"高空焊接作业。 在这场作业中，操作员在地面控制区佩戴VR头显，通过自然动作如抬手、转身、调整焊枪角度，远程 操控20米高空中的机器人，其双臂负载达30公斤，以毫米级精度复刻全部操作，在连续8小时作业中保 持稳定，全程无卡顿与偏差。 该成果依托于开普勒自主研发的沉浸式全身遥操作系统，该系统融合动作捕捉、低时延通信与力反馈技 术，实现人类对机器人的1:1全身远程控制。当操作员执行指令时，K2大黄蜂可同步响应操作员动作;焊 接遇阻时，力反馈系统实时传递压力感;火花飞溅等视觉信息同步呈现在VR头显第一视角中。 系统还具备长时间作业下的多模态运动数据高保真记录功能，涵盖负载变化、路径偏差、力控调节等， 通过真实世界与仿真环境的双向映射，使机器人在重复遥操中自主优化动作策略。例如，在首次处理特 定工件时需由操作员精细引导，但经过3至5轮重复训练后，机器人即可自主适应工件的公差范围，降低 人工干预频率。(华文) ...

Core Viewpoint - The strategic investment by Hangzhou Kelin Electric Co., Ltd. in Shanghai Kepler Robotics Co., Ltd. marks a significant step towards deep industrial collaboration, focusing on the large-scale application of embodied intelligence technology in industrial scenarios [2][3]. Group 1: Strategic Investment and Collaboration - The investment amounts to a billion-level financing, with Hangzhou Kelin acquiring approximately 10% equity in Kepler [2]. - This partnership aims to establish a long-term, stable, and multi-dimensional cooperation mechanism, enhancing supply chain collaboration, business scenario implementation, and capital cooperation [2][3]. - Both companies emphasize the importance of this investment for future industrial synergy, technology co-development, and market expansion [3]. Group 2: Technological Framework - Kepler has developed a comprehensive embodied intelligence technology system that integrates "intelligent brain" and "industrial-grade hardware," supporting stable operations of humanoid and special robots in high-intensity industrial environments [4]. - The core of the intelligent system is the self-developed layered model VLA+, which facilitates multi-modal interaction and decision-making, enabling robots to perform tasks in complex environments [4]. - The VLA+ model employs a dual-engine learning mechanism, combining simulation and real-world data to enhance decision-making capabilities and ensure controllable, verifiable, and replicable embodied decisions [4]. Group 3: Hardware Capabilities - Kepler's hardware is designed for high-intensity industrial and special operations, featuring a long-lasting operational capacity of 8 hours after a 1-hour charge [5]. - The core execution system utilizes a self-developed planetary roller screw actuator, achieving significant breakthroughs in key performance indicators such as high load, low backlash, and longevity [5]. - The integration of the execution system with the VLA+ intelligent architecture allows for precise and reliable physical actions based on algorithmic capabilities [5]. Group 4: Collaborative Efforts - The collaboration will focus on key aspects of the industrial chain, with Hangzhou Kelin providing high-quality electrical components and manufacturing systems to enhance hardware reliability and delivery efficiency [7]. - Kepler's products will benefit from Kelin's customer resources and channel advantages in the power grid, new energy, and industrial sectors, facilitating more efficient market entry [7]. - The partnership aims to create a one-stop service that integrates Kepler's technological capabilities into Kelin's overall solution framework [7]. Group 5: Long-term Growth Potential - The equity investment establishes a solid capital bond and provides institutional support for long-term collaborative development [9]. - Future cooperation may explore joint ventures, technology acquisitions, and industrial funds, enhancing the integration of embodied intelligence technology into real industrial applications [9]. - This strategic investment signifies Kepler's transition into a new development phase centered on "industrial-grade implementation," with ongoing collaboration expected to accelerate the smart upgrade of the industry [9].

Core Viewpoint - The robotics sector is experiencing significant growth, with the robot ETF showing strong performance and increased investor interest, particularly in humanoid robots and related technologies [1][2][3]. Group 1: ETF Performance - The robot ETF (562500) has seen a 2.03% increase, reaching a price of 1.11 yuan, with a weekly cumulative increase of 3.83% as of January 15, 2026 [1]. - The ETF's trading volume reached 15.18 billion yuan, with a turnover rate of 5.79%, and an average daily trading volume of 18.39 billion yuan over the past week, ranking first among comparable funds [1][2]. - The ETF's scale has grown by 1.268 billion yuan over the past month, and its share count has increased by 21.27 billion shares in the last three months, indicating significant growth [2]. Group 2: Industry Developments - Kepler's humanoid robot has achieved a global first in "human-robot collaboration" for high-altitude welding, demonstrating advanced capabilities with precision and stability during an 8-hour operation [1]. - The industry is expected to enter a new phase of growth by 2026, driven by technological advancements and supportive policies, with a focus on humanoid robots and their mass production [2]. - Key components such as lead screws, axial flux motors, and sensory technologies are becoming focal points for hardware upgrades, benefiting leading companies capable of large-scale production and international expansion [2]. Group 3: Index Adjustments - The adjustment of the index has increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and incorporating higher-quality assets [3].

Core Viewpoint - The article highlights the successful application of humanoid robots in high-altitude welding tasks, showcasing the capabilities of the Kepler K2 Bumblebee robot in industrial settings, emphasizing its strong load capacity, long endurance, and autonomous evolution [1][2][12]. Group 1: Technology and Innovation - The Kepler immersive full-body remote control system integrates motion capture, low-latency communication, and force feedback, enabling precise 1:1 control of the robot [4][10]. - The system records multi-modal motion data during operations, allowing the robot to autonomously optimize its action strategies over time, significantly reducing the training period for new tasks from weeks to minutes [7][15]. - Key technological advantages include a transmission delay of less than 100 milliseconds, motion reproduction accuracy of 0.1mm, and real-time data collection for continuous learning [10][20]. Group 2: Market Demand and Pain Points - The article addresses the high incidence of accidents in high-altitude welding and the increasing demand for high-precision, strong-load, and long-endurance capabilities in industrial production [8][12]. - Traditional remote operation systems face challenges such as complex deployment, poor compatibility, and limited control capabilities, which the Kepler solution effectively overcomes [9][18]. Group 3: Safety and Efficiency - The Kepler solution aims to eliminate human presence in hazardous environments, allowing operators to control the robot from a safe distance, thus reducing the risk of accidents [13][14]. - With a load capacity of 30 kg and an operational endurance of 8 hours, the Kepler K2 Bumblebee can handle heavy industrial tasks, improving productivity by over 200% and enabling continuous operation [14][16]. Group 4: Flexibility and Deployment - The deployment of the Kepler system is straightforward, requiring minimal modifications to existing factory layouts, allowing for quick setup and ease of use by operators with basic training [18][20]. - The solution supports remote operation over distances of up to 2000 kilometers, facilitating the optimization of resources and expertise across different geographical locations [16][22]. Group 5: Future Outlook - The article emphasizes the potential of the Kepler system to redefine industrial production boundaries, making high-risk tasks routine for robots while enhancing human creativity in safer environments [22][23].