12月18-19日，第六届中国机器人行业年会在杭州举行。这场汇聚了超2000名行业专家企业家及从业者的年度盛会，已成为解码机器人技术与商业未来的 高端对话场。 机器人大讲堂特现推出系列深度报道，梳理大会现场行业顶尖专家与知名企业的核心洞见，探寻中国机器人在具身智能时代的破局之路。 本期聚焦 【蔡颖鹏】从研发到制造—核心零部件如何撑起产业化的灵巧手解决方案 蔡颖鹏 北京因时机器人科技有限公司CEO 行业青年领军人才，拥有近二十年机器人研究与开发设计经验，带领团队成功研制出全球首款微型伺服电缸和国内首款商业级五指灵巧手，攻破多项关键工艺和机器人技术。 年会现场，因时机器人 CEO蔡颖鹏指出了一个尖锐的共识：灵巧手是人形机器人实现价值的"最后一厘米"，却也是制约其量产落地的"最难一厘米"。埃隆·马斯克称 其研发占整难度一半，而行业正集体面临成本、性能与可靠性的不可能三角。 他的分享，为如何将实验室里的 "巧手"变为工厂中的"可靠工具"提供了具象化的答案。最复杂的终端，如何能用最通用的模块来构建？本篇报道，我们完整梳理他 在年会上的核心实践与思考，为业界呈现一条穿越灵巧手量产深水区的务实路径。 从研发到制造 核心零部 ...

马斯克被一只"手"卡住了脖子。 2016年，蔡颖鹏创立因时机器人，公司的核心产品主要聚焦在微型伺服电缸与五指灵巧手上。伴随人形机器人产业的升温，2025年年尾，因时灵巧手销量 已达10000台，相当于2024年全年出货总量的5倍。 除灵巧手业务外，因时机器人的微型伺服电缸在2020年量产，其商业应用逐步拓展至生物医疗、自动化、3C制造、半导体、新能源及科研教育等领域。 蔡颖鹏给公司在机器人产业链中的定位是：为机器人及先进制造领域提供微型精密运动执行器与灵巧操作末端执行器。 "我们有两个标签：第一，我们是国内最早量产商业化灵巧手的厂商；第二，我们是目前行业里面灵巧手出货量第一的厂商。"蔡颖鹏说。 10月23日，特斯拉三季报电话会上，马斯克宣布Optimus的量产计划再度推迟。导致其量产"一鸽再鸽"的核心原因，就是人形机器人的"灵巧手"。 灵巧手是一种模拟人手功能的高自由度机器人末端执行器，是具身智能产业链中一个重要研究方向，也被视为机器人的"最后一厘米"。但因成本高、易损 坏、工程化难度大等，困扰了包括特斯拉在内的全球机器人产业。 "你们会成为解决马斯克烦恼的那个人吗？"当《中国企业家》把这个问题提给因时机器人 ...

Core Insights - The 2025 Fortune China 40 Under 40 award was presented to Cai Yingpeng, founder and CEO of Yinshi Robotics, highlighting the recognition of young leaders in China's business landscape [1][3] - The humanoid robotics industry is experiencing rapid growth, with Yinshi Robotics leading innovations in micro servo cylinders and dexterous hands, marking a significant breakthrough in the sector [3][4] Company Development - Yinshi Robotics was established in May 2016, focusing on overcoming the bottlenecks in the robotics industry, particularly in the design of micro linear drive systems and high-performance servo control systems [4][6] - The company successfully launched its first-generation micro servo cylinder and the initial dexterous hand, filling a market gap for high-end dexterous operations in China [6][10] Product Innovation - The micro servo cylinder, a compact and integrated linear actuator, has become essential in robotics and high-precision equipment, significantly reducing manufacturing costs and complexity [10][11] - The successful commercialization of the dexterous hand in 2020 marked a pivotal moment for Yinshi Robotics, leading to widespread adoption across various industries [14][15] Market Expansion - By the end of 2022, Yinshi Robotics had established a customer base exceeding 500, with significant orders and sales milestones achieved, indicating a shift towards large-scale applications [14][17] - The company has seen a dramatic increase in sales, with the dexterous hand's delivery numbers approaching 2,000 units in 2024 and a 20-fold increase in overseas business volume [17] Future Outlook - Yinshi Robotics aims to enhance its dual-drive strategy, focusing on optimizing the performance and cost of its micro servo cylinders and dexterous hands while expanding its global market presence [17][20] - The company envisions becoming a core player in the intelligent manufacturing sector, applying its solutions across various high-end industries, including renewable energy, semiconductors, and aerospace [20]

Core Insights - The article highlights the recognition of Cai Yingpeng, founder and CEO of Yinshi Robotics, at the 2025 Fortune China 40 Under 40 awards, emphasizing the company's innovative contributions to the humanoid robotics industry [1][3]. Industry Overview - The humanoid robotics industry is experiencing rapid growth, with significant advancements from upstream components to downstream applications, marking a pivotal moment for the sector [3]. - Yinshi Robotics has positioned itself as a leader in this field by developing micro servo cylinders and dexterous hands, which are essential components for robotic applications [3][9]. Technological Breakthroughs - Yinshi Robotics was established in 2016, focusing on overcoming the bottlenecks in robotics related to "muscle" and "dexterous hands," leading to the successful development of the first generation of micro servo cylinders and dexterous hands [5][7]. - The micro servo cylinder, a core component of robotics, integrates high-performance motors and control systems, enabling precise control in a compact form factor [11][13]. Market Performance - The company achieved significant milestones in commercialization, with the first mass-produced dexterous hand launched in 2020, filling a gap in the high-end dexterous operation market in China [7][18]. - By 2021, Yinshi Robotics had surpassed 500 customers and recorded its first million-level order, indicating a shift towards large-scale applications [18][21]. Future Prospects - Yinshi Robotics aims to enhance its dual-engine strategy by optimizing the performance and cost of its micro servo cylinders and dexterous hands, while expanding its global market presence [23]. - The company is set to increase its annual production capacity of micro servo cylinders to 100,000 units, with applications across various industries including robotics, new energy, semiconductors, and biomedical fields [16][21]. Conclusion - Yinshi Robotics exemplifies a successful journey from technological independence to commercial success, contributing to the rise of China's core component industry and its position in the global smart manufacturing landscape [25].

Core Insights - Tesla is facing significant challenges in producing flexible robotic hands for its Optimus humanoid robots, leading to a reduction in its production plans for thousands of units this year [1][3] - In contrast, a Chinese company, InTime Robotics, has successfully achieved mass production and commercialization of dexterous robotic hands, with a shipment of nearly 4,000 units in just the first half of this year, positioning itself as a global leader in this field [1][4] Group 1: Technical Challenges - The robotic hand is the most technically dense and difficult component in humanoid robots, with Tesla struggling to integrate sufficient degrees of freedom and sensors within a compact design [3][4] - InTime Robotics has overcome the transition from laboratory prototypes to mass production through self-research and nearly a decade of experience, allowing it to lead in the market [4][6] Group 2: Innovative Design and Manufacturing - InTime Robotics developed a linear drive design that integrates motors, reducers, screws, and sensors into a compact actuator, enabling effective control of finger movements within limited space [4][6] - The introduction of the micro-servo cylinder has significantly lowered the barriers to research and manufacturing of dexterous hands, making it a preferred solution in the market [6][12] Group 3: Product Iteration and Market Adaptation - InTime Robotics is set to release two major product lines in 2025, showcasing its strong capability for continuous product iteration and adaptation to customer needs [7][10] - The RH56F1 series, designed for humanoid robots, features advanced sensing capabilities and a robust structure, while the RH5EG1 series offers high flexibility and precision, demonstrating the company's commitment to innovation [10][12] Group 4: Competitive Advantage and Market Position - InTime Robotics has established long-term barriers in core technology, production systems, and organizational mechanisms, enabling it to convert technology into stable products effectively [13][15] - The company has developed specialized assembly and testing tools, ensuring high consistency and quality control in production, which contributes to its competitive edge [15][16] Group 5: Industry Implications - The dexterous hand is a critical component for the advancement of humanoid robots, with Tesla's struggles highlighting a common technical bottleneck in the industry [16] - InTime Robotics' success not only positions it as a benchmark in China's dexterous hand sector but also reflects the broader advancements in China's high-tech manufacturing capabilities [16]

Core Viewpoint - Tesla is facing significant challenges in producing flexible robotic hands for its Optimus humanoid robots, leading to a reduction in production plans for thousands of units in 2023. In contrast, a Chinese company, InTime Robotics, has successfully achieved mass production and commercialization of dexterous hands, positioning itself as a global leader in this field [1][3]. Group 1: Challenges in Robotic Hand Production - The robotic hand is the most technically dense and difficult component in humanoid robots, with Tesla struggling to integrate sufficient degrees of freedom and sensors within a compact design [3]. - InTime Robotics has overcome the bottleneck from laboratory prototypes to mass production through self-research and nearly a decade of experience, allowing it to advance from initial development to optimization [4][5]. Group 2: Technological Innovations - InTime Robotics recognized early on that the challenge lies in efficiently producing consistent and usable dexterous hands while maintaining performance [4]. - The company employs an innovative linear drive design that integrates motors, reducers, screws, and sensors into a compact actuator, facilitating the control of finger movements within limited space [5][7]. Group 3: Product Iteration and Market Position - InTime Robotics has demonstrated strong iterative capabilities with the launch of two significant product series in 2025, showcasing its technical depth and adaptability to diverse humanoid robot needs [8][10]. - The RH56F1 series features a full-metal design and advanced multi-modal sensing capabilities, enhancing its precision and adaptability for industrial automation and humanoid robots [10][13]. Group 4: Competitive Advantages - InTime Robotics has established long-term barriers in core technology, production systems, and organizational mechanisms, enabling it to convert technology into stable products while understanding customer needs [15][16]. - The company has developed specialized assembly and testing tools to ensure high consistency and quality control, which are critical for the performance of dexterous hands [15]. Group 5: Implications for the Industry - The dexterous hand is crucial for the practical application of humanoid robots, and the challenges faced by Tesla reflect a broader technological bottleneck in the global robotics industry [16]. - InTime Robotics' success in mass production and continuous innovation positions it as a benchmark in China's dexterous hand sector, with potential to lead in the global humanoid robot market [16].

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].

Key Points - Temu has stopped direct shipments from China to the US due to the cancellation of the small package tax exemption, leading to increased import fees of 130% to 150% for US customers [4][6] - TikTok has reported significant revenue growth in Australia, with annual revenue reaching AUD 679 million (approximately USD 440 million), up from AUD 375 million (approximately USD 260 million) the previous year [7][9] - Didi has launched overseas ride-hailing services in 11 countries and 26 cities, enhancing its international presence [13][15] - Wangba Tea has appointed a former McDonald's executive to oversee its brand and business growth in the Asia-Pacific region [10][12] - East China Home's revenue has surpassed CNY 10 billion for the first time, achieving CNY 11.03 billion in 2024, a year-on-year increase of 34.59% [16][18] - Sweet Lala plans to open over 200 new stores globally by 2025, expanding its presence in Southeast Asia, Europe, North America, and the Middle East [19] - Worth Buying aims to synchronize its consumer content and marketing services overseas, targeting five countries by the end of the year [21][24] - WeChat Pay has been integrated into Busan's subway system, allowing Chinese tourists to purchase electronic tickets easily [25][27] - Walmart has decided to absorb tariffs and resume imports from China, reversing its previous stance due to inventory pressures [29][31] - Many retailers have halted shipments to the US following the end of the small package tax exemption, impacting cross-border e-commerce [32][40] - FedEx has invested in Nimble to enhance its logistics automation capabilities [51][52] - MercadoLibre is considering relocating its US headquarters from Delaware to Texas to benefit from a more predictable legal environment [38][40] - Foodpanda has exited the Thai market after 13 years of operation due to declining market share [43][44]

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]