证券日报网讯机器人9月24日在互动平台回答投资者提问时表示，公司自产的核心零部件主要包括控制 器、伺服电机和驱动器等，能够满足公司工业机器人产品的生产制造需求；公司的具身智能产品，如新 松智能类人双臂平台的控制器、关节等核心零部件及底层控制系统等均自主研发；公司自主开发的运动 模组，集高功率密度、高速度、旋转机直线模组混合应用功能于一体，可适用于具身智能机器人等领域 内产品。 ...

（文章来源：证券日报） 证券日报网讯机器人9月24日在互动平台回答投资者提问时表示，公司已正式成立具身智能研究院，并 发布了多款具身智能产品，如新松轮式人形机器人搭载的自主定位导航系统及双臂执行系统等核心技 术，支持多任务并行处理；如新松智能类人双臂平台采用自主研发的机器人本体，控制器、关节等核心 零部件及底层控制系统等，可执行高复杂度精密操作。具体可参阅公司定期报告。 ...

每经AI快讯，有投资者在投资者互动平台提问：新松公司的人形机器人已经推出了。现阶段机器人成 本较高也是影响机器人推向市场的较大制约因素。新松公司是否有计划研发机器人级的电机和伺服驱动 器？以降低人形机器人的制造成本。 （记者 王晓波） 机器人（300024.SZ）9月24日在投资者互动平台表示，您好，公司自产的核心零部件主要包括控制器、 伺服电机和驱动器等，能够满足公司工业机器人产品的生产制造需求；公司的具身智能产品，如新松智 能类人双臂平台的控制器、关节等核心零部件及底层控制系统等均自主研发；公司自主开发的运动模 组，集高功率密度、高速度、旋转机直线模组混合应用功能于一体，可适用于具身智能机器人等领域内 产品。 ...

Group 1 - The company has officially established a physical intelligence research institute and recently launched new products including the "New松" intelligent humanoid dual-arm platform, "松羿" wheeled humanoid robot, and "松行" bipedal humanoid robot, which can be used in industrial manufacturing, social services, and home companionship [1] - The company aims to continue research and development in cutting-edge fields, striving to break through the limitations of robot application scenarios and promote deeper intelligence in its robots [1] Group 2 - Investors have expressed concerns about the company's ability to produce products in the current booming robotics market, suggesting that the company should consider acquisitions or investments to capitalize on this opportunity [3]

Group 1: Event Overview - The 2025 World Robot Conference and Expo were held in Beijing from August 8 to 12, focusing on cutting-edge technological innovations and the expansion of robot application scenarios [1] Group 2: Humanoid Robots - The humanoid robots showcased by Siasun Robot & Automation Co., Ltd. attracted significant attention, demonstrating advanced capabilities in tasks such as water dispensing through precise coordination of their systems [2] - Siasun's CTO emphasized the importance of proprietary technology and patent protection for their competitive edge [2] - The RICO wheeled humanoid robot exhibited advanced assembly skills, showcasing its patented core technologies in commercial service applications [2] Group 3: Retail and Industrial Applications - Beijing Galaxy General Robot Co., Ltd. introduced a wheeled dual-arm retail robot capable of accurately identifying and grasping products in crowded environments, supported by their proprietary VLA large model technology [3] - The robot has applications in both retail and industrial settings, demonstrating versatility through a strong patent portfolio [3] - Variable Robot Technology (Shenzhen) Co., Ltd. presented robots capable of performing household tasks and industrial functions, highlighting their strong generalization capabilities and patent applications [3] Group 4: Medical Robotics - Changmu Valley Medical Technology Co., Ltd. showcased the ROPA orthopedic surgery robot, which utilizes AI to enhance surgical precision and reduce the learning curve for young doctors [5] - The robot integrates extensive surgical experience from experts, supported by a significant number of patents to ensure safety and uniqueness [5] Group 5: Industrial Robotics - Siasun's SR270A robot demonstrated advanced capabilities in precision tasks, essential for automotive manufacturing, with improvements in repeatability due to structural optimizations and patented technology [6] - Collaborative robots with patented trajectory planning algorithms are expanding the operational scope of industrial robots into precision manufacturing [6] - The D700C AI cleaning robot showcased innovative self-cleaning technology and efficiency improvements through patented systems [6] Group 6: Industry Ecosystem - The Chinese robotics industry is exhibiting strong ecological synergy, with a deep integration of production, education, research, and application [7] - Companies like Xingdong Era and Tianxun Intelligent are emerging as competitive players with significant patent accumulations in structural design and motion control [7] - Patents are viewed as a critical indicator of innovation and a passport for global competition in the robotics sector [7]

一边是"非人形"机器人焊接、码垛、洗盘子，一边是人形机器人做咖啡、打爆米花、送东西……在2025 世界机器人大会（WRC）现场，不少传统工业机器人公司开始在展位上亮相其最新研发的人形机器 人。北京商报记者探访发现，在越来越多工业机器人走向人形机器人背后，具身智能机器人已从技术探 索阶段迈入规模化价值创造新阶段，不同于以往讲求精度的"刚性约束"，它们开始拥抱更多的不确定 性，同时，比追求"人形"更重要的是，谁的机器人能更快上岗，以及推动"人形机器人+行业"生态构 建。 从工业走向人形是进化 8月8日，在2025世界机器人大会开幕当天，作为港股"协作机器人第一股"的越疆科技也正式发布了旗下 具身智能人形机器人DOBOT AtomⅡ，并借"机械臂+人形+多足"具身智能机器人平台宣布"具身智能机 器人已从技术探索阶段迈入规模化价值创造新阶段"。 在越疆科技的展位上，给现场观众接打爆米花的正是DOBOT AtomⅡ。越疆科技工作人员向北京商报记 者介绍称，这是一款能达到毫米级精度的机器人，同时还具备双脑协同决策功能，除了能够在狭窄的操 作台之间灵活转身，平稳精准地将爆米花倒入盒中递给观众，还能快速回应观众挥手、比心、鼓 ...

Core Insights - The transition from industrial robots to humanoid robots represents an evolution rather than a mere change of track, indicating a shift towards more complex systems [5] - Companies are focusing on the speed of deployment of humanoid robots in practical applications rather than merely mimicking human appearance [6][7] - The humanoid robot market in China is projected to exceed 100 million units by 2045, with a market size potentially reaching approximately 10 trillion yuan [6] Company Developments - Yujian Technology launched its humanoid robot DOBOT Atom II at the World Robot Conference, emphasizing its capabilities in precision and dual-brain collaborative decision-making [3] - New松 Robotics showcased various humanoid robots and highlighted the natural progression from traditional industrial robots to humanoid robots, driven by increasing customer demands for flexible production [4] - Yujian Technology's chief scientist noted that advancements in AI models have enabled breakthroughs in control, cognition, and interaction, making humanoid robots more than just physical imitations of humans [4] Market Trends - The initial deployment of humanoid robots is expected to occur in low-speed, high-frequency, and essential commercial scenarios, such as pharmacy logistics and retail guidance [6] - The industry is moving towards integrating humanoid robots with various industrial equipment and digital workshops to enhance high-end and intelligent upgrades [7] - The focus is shifting from rigid constraints in industrial robots to embracing flexibility and uncertainty in humanoid robots, necessitating upgrades in algorithms, perception models, and motion planning [7]