机器人（300024.SZ）1月9日在投资者互动平台表示，公司始终密切关注机器人领域的技术发展趋势， 目前已发布新松智能类人双臂平台、"松羿"轮式人形机器人、"松行"双足人形机器人产品，适用于工业 制造、社会服务、家庭陪伴等场景，未来，公司将结合机器人技术成熟度与市场需求进行规划和拓展， 逐步推进新产品在下游市场的批量应用。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：波士顿动力在CES上发布的最新款电动atlas，已给出了 工业人形机器人一份答案。请问新松的那份答案是否可期？ ...

Core Insights - The company has established a physical intelligence research institute and recently launched several new robotic products, including the "New松" intelligent humanoid dual-arm platform, "松羿" wheeled humanoid robot, and "松行" bipedal humanoid robot, aimed at various sectors such as industrial manufacturing, social services, and home companionship [2] Group 1 - The company is closely monitoring the latest developments in major frontier technologies, practical applications, and overall industry trends [2] - The company is actively exploring business collaboration opportunities [2]

Core Viewpoint - The company has not established partnerships with domestic or international humanoid robot manufacturers such as Yuzhu, UBTECH, or Tesla, but is actively exploring business collaboration opportunities in the field of embodied intelligence [2]. Group 1: Company Developments - The company has established an Embodied Intelligence Research Institute [2]. - Recently, the company launched several new products, including the "New松" intelligent humanoid dual-arm platform, "松羿" wheeled humanoid robot, and "松行" bipedal humanoid robot [2]. - These products are designed for applications in industrial manufacturing, social services, and home companionship [2]. Group 2: Industry Trends - The company is closely monitoring the latest developments in significant cutting-edge technologies, practical applications, and overall industry trends [2]. - The company encourages stakeholders to refer to its regular reports for information on customer and partner collaborations [2].

Core Viewpoint - The company has not established partnerships in humanoid robotics with domestic firms like UTree and UBTECH or international companies such as Tesla, but is actively exploring business collaboration opportunities in the field of embodied intelligence [1] Group 1: Company Developments - The company has established an Embodied Intelligence Research Institute [1] - Recently, the company launched several humanoid robot products, including the "Sunsong" dual-arm platform, "Songyi" wheeled humanoid robot, and "Songxing" bipedal humanoid robot [1] - These products are designed for applications in industrial manufacturing, social services, and home companionship [1] Group 2: Industry Trends - The company is closely monitoring significant advancements in cutting-edge technologies, practical applications, and overall industry development trends [1] - The company encourages stakeholders to refer to its regular reports for information on clients and partnerships [1]

Core Insights - The company produces its core components in-house, including controllers, servo motors, and drivers, which meet the manufacturing needs of its industrial robot products [1] - The company's embodied intelligence products, such as the control systems and joints for the new intelligent humanoid dual-arm platform, are all independently developed [1] - The self-developed motion module integrates high power density, high speed, and mixed application functions of rotary and linear modules, suitable for products in the field of embodied intelligent robots [1]

Core Insights - The company has officially established an embodied intelligence research institute and launched multiple embodied intelligence products [2] Group 1: Product Development - The new products include a wheeled humanoid robot equipped with an autonomous positioning navigation system and a dual-arm execution system, supporting multi-task parallel processing [2] - The intelligent humanoid dual-arm platform utilizes self-developed robot bodies, controllers, joints, and core components, capable of executing high-complexity precision operations [2]

Core Viewpoint - The company has launched humanoid robots, but high manufacturing costs remain a significant barrier to market penetration [1] Group 1: Company Developments - The company has stated that its core components, including controllers, servo motors, and drivers, are produced in-house to meet the manufacturing needs of its industrial robots [1] - The company has independently developed key components for its humanoid robots, such as controllers and joints, as well as the underlying control systems [1] - The company has created a motion module that integrates high power density, high speed, and mixed applications of rotary and linear modules, suitable for embodied intelligent robots [1]

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]

Core Insights - The transition from industrial robots to humanoid robots represents an evolution in technology, with companies like Yujian Technology and Siasun Robotics leading the way in developing humanoid robots that can perform tasks in various environments [3][4][6] Group 1: Industry Trends - Humanoid robots are moving from the exploration phase to a stage of large-scale value creation, emphasizing flexibility and adaptability over rigid precision [3][4][7] - The market for humanoid robots in China is projected to exceed 100 million units by 2045, with a potential market size of approximately 10 trillion yuan [6] Group 2: Company Developments - Yujian Technology launched its humanoid robot DOBOT Atom II, which features millimeter-level precision and dual-brain collaborative decision-making capabilities [3][4] - Siasun Robotics showcased various humanoid robots and emphasized the importance of their accumulated experience in diverse industries such as semiconductors, automotive, and pharmaceuticals [6][7] Group 3: Future Outlook - The future of humanoid robots is envisioned as a platform-level ecosystem, where robots will work alongside humans in various settings, including factories and homes [7] - The focus is on deploying humanoid robots in practical, high-demand scenarios such as pharmacy logistics and retail guidance, rather than merely for demonstration purposes [6][7]