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“黄金周”里的经济故事:工程师让机器人竞技更强、“下手”更准
Xin Hua She· 2025-10-02 13:58
新华社济南10月2日电(记者邵鲁文)如何进一步优化人形机器人产品的内部走线、怎么提升机器人的 自主性、运动控制算法如何继续升级……国庆假期,山东优宝特智能机器人有限公司技术负责人刘工在 休假之余,仍不时会思考这些问题。 "随着物联网、大数据、人工智能等技术的快速发展,以及在物流仓储领域的深入应用,各行业对发展 智能仓储需求很大,这对仓储机器人的训练提出了更高要求。"兰剑智能研发中心视觉与算法负责人马 文凯说。 "最初的智能装卸车机器人,需要所有货箱摆放整齐才能更好装卸货物。现在,我们升级的产品,对随 意摆放的货箱、凹陷的货箱、旁边有遮挡的货箱,都能实现精准抓取。"马文凯说,借助工程师的训 练,机器人的"眼睛"看得更清楚,"下手"也更准了。 在此前结束的2025世界人形机器人运动会上,优宝特公司研发的机器人"行者泰山"在100米表演赛中取 得第一名、4X100米接力赛获得第三名。"有了成绩,但也看到了未来进步的空间,我们要马不停蹄地 对产品进行各方面的优化测试。"刘工说。 2025世界机器人大会发布的数据显示,2024年,我国工业机器人市场销量达30.2万套,连续12年保持全 球最大工业机器人市场。庞大的市场需 ...
从1.0到2.0时代:锦秋基金臧天宇剖析智能机器人行业投资逻辑
锦秋集· 2025-08-15 14:50
Core Viewpoint - The 2025 World Robot Conference highlighted the rapid development and commercialization challenges in the robotics industry, emphasizing the need for market education and the importance of adapting strategies for different international markets [1][6][16]. Group 1: Industry Challenges and Opportunities - The biggest challenge in the commercialization of robotics is market education, with a distinction between early-stage and later-stage investors focusing on technology and financial metrics respectively [6][7]. - Companies in the robotics sector face pitfalls such as "zero profit" and "long payment terms" in the domestic market, which can severely impact cash flow and operational sustainability [11][12]. - The need for localized strategies when entering overseas markets is critical, as each country presents unique cultural and regulatory challenges that require tailored approaches [16][21]. Group 2: Investment Perspectives - Investors are increasingly interested in the growth predictability, market conversion, and competitive landscape of robotics companies, especially as they progress through multiple funding rounds [8][9]. - The focus of investment shifts from technology validation to financial health and market expansion as companies mature [7][8]. Group 3: Future Predictions - The large-scale application of robotics is anticipated around 2030, with significant advancements in AI and robotics expected to drive this growth [24][28]. - The initial commercial deployment of humanoid robots is likely to occur in industrial and service environments within the next few years, with a gradual acceptance of robots in everyday life [27][28]. Group 4: Key Takeaways from the Roundtable - The roundtable discussions underscored the importance of continuous innovation in product development and the necessity of building a robust supply chain to support the growth of the robotics industry [26][27]. - Participants expressed optimism about the potential of AI and large models to revolutionize the robotics sector, particularly in enhancing operational efficiency and reducing costs [25][30].