"我们暂时无法生产出足够灵活的机器人手。"这是特斯拉内部传出的消息。 反观因时机器人，却通过核心零部件自研自产和近十年的量产化经验，已经突破了这种从实验室到工厂的瓶颈。行业内流传着一句话：当多数灵巧手玩家 还在解决0-1的"从无到有"问题，而因时机器人已经进入1-100的"从有到优"领跑阶段。 早在2016年，因时机器人就意识到，开发出一只灵巧手不难，难的是如何在保证性能的前提下高效率的生产出一致、可用的灵巧手！众所周知，五指灵巧 手要在有限空间内模拟人手的抓取、握持、操作与感知，是对驱动部件、机械设计、传动、传感与控制系统的极限挑战，极限通常就代表高成本和难批 量。因时机器人采用创新型直线驱动设计，通过将电机、减速器、丝杠及传感器紧凑集成在一个执行器中，完成驱动+传动+传感的一体化、模块化设 计，便可将其布置在手掌有限空间内，实现对五指运动控制。而这个布局在灵巧手掌内的，高度模块化的线性执行器就是因时机器人的另一款核心产品- 微型伺服电缸。 从此，微型伺服电缸似乎成了灵巧手设计制造的最佳答案。它的出现大大降低了灵巧手的研发制造门槛，模块化的设计易安装、易维护，可以大幅度缩短 研发周期，可以说微型伺服电缸的出 ...

" 我们暂时无法生产出足够灵活的机器人手。 " 这是特斯拉内部传出的消息。 据知情人士透露，由于灵巧手技术尚未突破，特斯拉已缩减今年生产数千台 Optimus 机器人的计划。马斯克 曾高调宣布将在 2026 年底建成百万台产能的 Optimus 生产线，但现在，一只 " 手 " 正牢牢掐住特斯拉人 形机器人落地的咽喉 ， 拖住了其落地应用 。 而在地球的另一端，一家名为因时机器人的中国公司，却 早在 5 年前就已实现 灵巧手 的 规模化量产与商业 化落地 。 2024 年因时机器人五指灵巧手出货量已近 2000 ，而这一数据今年仅用半年就刷新为 4 000 台 ， 毫无疑问 成为全球仿人五指灵巧手的领跑者 。据悉，因时机器人灵巧手月销量已超千台，预计全年可达 万台级别， 这一规模不仅在国内灵巧手企业中位居第一， 全球范围内也难有企及， 标志着中国在灵巧手领 域已具备产业化输出能力。 人形机器人的 " 手 " ，远不止是机械的延伸 ， 它是整个人形机器人系统中技术密度最高、制造难度最大的 部件。特斯拉 Optimus Gen2 亮相时，其灵活的手指运动曾引发轰动 ， 然而 ， 从演示到量产， 特斯拉 Optim ...

Core Insights - The 2025 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS 2025) in Hangzhou focuses on the deep integration of artificial intelligence and robotics, showcasing China's advancements in the robotics industry [1] - The conference highlights a shift from isolated breakthroughs to a systematic and ecological development stage in China's robotics technology [1] Humanoid Robots: From Technical Marvels to Practical Applications - Humanoid robots are a focal point, with companies showcasing diverse technological paths and commercialization strategies [2] - Companies like Fourier Intelligence and ZhiYuan Robotics are exploring emotional interaction and open-source strategies, while others like Magic Atom and ZhuJi Dynamics are enhancing humanoid robot movement through imitation and reinforcement learning [2] ZhiYuan Robotics - ZhiYuan Robotics presented a comprehensive display of its full product range and scene layout, emphasizing its all-stack technology and open-source ecosystem [3] - The company showcased its "Expedition," "Lingxi," and "Spirit" product families, highlighting their capabilities in commercial, interactive, and industrial applications [5] PNDbotics - PNDbotics aims to simplify the development, simulation, and deployment of humanoid robots, focusing on model-based gait planning and embodied intelligence algorithms [7][9] - The company has established a self-owned manufacturing center, achieving complete autonomy in the development and production of core components [9] Magic Atom - Magic Atom demonstrated its strong capabilities with a high self-research rate of 90%, showcasing a complete product matrix of humanoid and quadruped robots [10][12] - The company has rapidly launched multiple new products since June 2025, indicating a fast-paced commercialization process [12] Fourier Intelligence - Fourier showcased its "Care-bot" concept and the N1 robot, emphasizing its open-source strategy and collaboration with global developers [13][15] - The company aims to transition from a manufacturer to a foundational player in the embodied intelligence ecosystem [15] Zero Point Robotics - Zero Point Robotics highlighted its milestone in achieving long-sequence multi-task operations, establishing itself as a leader in the commercialization of embodied intelligence [16][18] ZhuJi Dynamics - ZhuJi Dynamics presented its humanoid robot Oli and the TRON 1, showcasing advanced capabilities in movement and stability [19][21] - The company has achieved a commercial closed-loop process for its products, which are now being delivered globally [22] ZhiShen Technology - ZhiShen Technology displayed its comprehensive technology service capabilities across the entire robotics industry chain, emphasizing its confidence in driving industrialization [23][25] LingYu Intelligent - LingYu Intelligent introduced its TeleAvatar remote operation robot system, integrating VR technology for immersive control experiences [28][30] Core Components: Precision Breakthroughs - The conference highlighted the importance of core components in robotics, with companies focusing on breakthroughs in joint modules, end-effectors, and sensors [31] - Modular and standardized designs are becoming mainstream, reducing R&D costs and accelerating product iterations [31] QingTong Vision - QingTong Vision showcased its intelligent data collection platform, addressing the industry's need for high-quality training data for humanoid robots [32][34] LingXin QiaoShou - LingXin QiaoShou presented its bionic dexterous hand products, demonstrating the capabilities of embodied intelligence in precise and flexible operations [35][37] Kunwei Motion Technology - Kunwei Motion Technology showcased its digital three-dimensional force measurement platform, providing critical data for optimizing robot control algorithms [39][41] YinShi Robotics - YinShi Robotics presented its micro servo cylinders and bionic dexterous hands, redefining the capabilities of robotic end-effectors [43][45] Oak Fruit Robotics - Oak Fruit Robotics focused on high-precision tactile perception, showcasing its Tac3D multi-modal tactile sensor for fine autonomous operations [47][49] LingZu Era - LingZu Era demonstrated its integrated joint modules, achieving significant growth in shipments and showcasing its competitive edge in the global market [50][52] Industrial Robots: AI Integration Driving Innovation - The conference revealed a new paradigm in industrial robots, where AI is becoming a core driving force, enabling robots to handle complex tasks previously reliant on human expertise [53] - Companies like Faao Robotics showcased their comprehensive solutions from core components to industry applications, emphasizing their role in automating complex processes [54][56]

Core Viewpoint - The humanoid robot industry is experiencing significant growth, with companies like Yinshi Robotics leading in sales and capital investment, preparing for a future mass production era [1][11]. Sales Growth - Yinshi Robotics is projected to sell nearly 2,000 units in 2024, doubling the cumulative sales of 1,000 units reported in 2023, attributed to the booming downstream market and the rise of humanoid robot companies [2]. - The company emphasizes that the current industry output is still in the "small batch" stage, not yet reaching true mass production levels, but is enhancing product consistency and reliability [1][2]. Product Development Strategy - Yinshi Robotics focuses on a balanced approach to product development, prioritizing practical performance over merely increasing degrees of freedom in their robotic hands [3]. - The company has opted for a link transmission scheme with built-in drive sources, achieving a single-finger grip strength of 3 kg, while planning to launch high-freedom new products within the year [2][3]. Pricing Strategy - Despite the influx of competitors using low-price strategies, Yinshi Robotics has successfully reduced the price of its robotic hands from 50,000 yuan to 35,000 yuan, benefiting from a mature core component production system [4][5]. - The company believes that while price competition is a challenge, long-term success will depend on technological accumulation and the ability to meet real-world needs [7]. Market Expansion - Yinshi Robotics has reported a 20-fold increase in overseas business in 2024, with a compound annual growth rate of over 100%, focusing on North America and Japan as key markets [8][11]. - The company has established partnerships with leading humanoid robot firms in the U.S., Japan, and South Korea, providing high-reliability robotic hands that meet diverse customer needs [8]. Future Outlook - Yinshi Robotics anticipates maintaining a 100% growth rate in sales for the entirety of 2025, driven by a commitment to addressing real demands and technological breakthroughs [11][12]. - The company aims to transition the industry from "price wars" to "rational prosperity," emphasizing the importance of technological maturity and cost control in the commercialization of humanoid robots [12].

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 284 篇报道。 整理丨赵晓晓 本周（2025.04.28-2025.05.05）出海大事件包括： Temu将停止中国直发美国；TikTok在澳大利亚赚钱了；前麦当劳国际CMO加入霸王茶姬高管团队；滴滴海外包 车上线11国26城；华东家居营收首次突破百亿；甜啦啦计划2025年全球新增超200家门店；沃尔玛选择自行吸收关税、恢复中国进货；多国零售商停止向美国发 货；亚马逊否认标注关税成本计划；美快递巨头UPS宣布裁员2万人等。 出海四小龙 进口费用致商品价格翻倍，Temu将停止中国直发美国 由于美国取消小额包裹免税，Temu公司发言人在两天前表示，该公司已停止从中国直接向美国客户发货。 过去几天，一些购物者注意到，Temu网站上撤下了许多来自中国的产品，只剩下从当地仓库发货的产品。上周，该公司开始向希望从中国购买商品的美国客户收 取130%到150%进口费用。 Temu一位发言人表示："公司一直在积极招募美国卖家加入平台。此举旨在帮助本地商家接触更多客户，发展 ...

Group 1 - Yanshi Robotics has completed nearly 100 million RMB in B3 round financing, led by Shenqi Capital, indicating strong investment interest in the smart manufacturing and robotics sector [1] - The company focuses on the research and production of micro servo cylinders and dexterous hands, with applications in humanoid robots, medical devices, 3C manufacturing, new energy, semiconductors, and education [1] - The demand for micro precision motion control components is increasing as the manufacturing industry undergoes intelligent transformation [1] Group 2 - Ninebot reported a net profit of 456 million RMB in Q1 2025, a year-on-year increase of 236.22%, driven by sales growth in electric two-wheelers, electric scooters, and service robots [2] - The company's revenue reached 5.112 billion RMB in Q1 2025, reflecting a 99.52% year-on-year growth [2] - The smart short-distance transportation industry is experiencing significant growth opportunities due to rising demand for convenient and environmentally friendly travel options [2] Group 3 - Alibaba has launched and open-sourced the Qwen3 model, which is the first "hybrid reasoning model" in China, integrating "fast thinking" and "slow thinking" [3] - Qwen3 has a parameter count that is only one-third of DeepSeek-R1, significantly reducing costs while outperforming top global models in various performance metrics [3] - The open-source initiative is expected to accelerate the development and application of AI technology in China amid intense global competition [3]