10月29日，神州控股（00861.HK）旗下智慧供应链子公司科捷与优必选（09880.HK）智慧物流子公司 UQI优奇正式签署战略合作协议。本次签约仪式于CeMAT ASIA 2025亚洲物流展现场举办，据介绍，双 方将依托各自核心优势，在流通物流领域共建具身智能应用生态，打造全流程无人化作业体系，驱动供 应链运营效率、准确度和柔性水平实现跨越式提升，为行业树立标杆范例。 科捷与UQI优奇此次战略合作的达成，不仅是企业间的战略联动，更是在《"十五五"规划建议》政策引 领下，物流行业向智能化、无人化转型的重要里程碑。随着合作推进，双方将积极参与相关行业标准制 定，共建具身智能应用生态，推动物流行业从"劳动密集型"向"技术密集型"转型，为政策落地提供产业 样本，亦为全球供应链数智化发展贡献中国方案。 值得注意的是，此次合作不止于产品落地，更致力于构建"技术共建+场景共创+生态共享"的联合创新 模式，为物流具身智能产业发展提供可复制、可推广的行业标准。 在技术共建层面，双方将联合打造"物流具身智能实验室"，重点攻关多模态货物识别、自主学习型作业 流程、极端环境安全控制等关键技术，拓展末端执行器适配能力，覆盖分拣、 ...

Group 1 - Jiangsu enterprises showcased innovative products and solutions at the 2025 World Robot Conference (WRC2025), including companies like Magic Atom, Uliqi, Leju Robotics, and Cancer Intelligent [1][2] - Suzhou provides a strong industrial foundation, a complete intelligent manufacturing supply chain, and a favorable business environment, attracting leading companies and accelerating the transition from research and development to mass production of embodied intelligence technology [1][2] - Leju's KUAVO humanoid robot demonstrated various applications such as outdoor delivery and human-machine interaction, integrating 5G-A remote control and collaborative control [1][2] Group 2 - Magic Atom presented its family of robots, showcasing capabilities in industrial, commercial, and household applications, including the "Wheat" dual-hand dispensing and smart guiding [2][3] - Luming Robotics introduced its LUS2 humanoid robot and the 50kg load MOS series robots, highlighting their full-stack technical strength and product vision in embodied intelligence [2][3] - Zhixing Robotics and Ruierman Robotics jointly exhibited core products like the collaborative hands 90C and 120S, emphasizing their high precision and adaptability in complex scenarios [3][4] Group 3 - Tianqi Co., Ltd.'s subsidiary UQI showcased its autonomous robot operating system UPilot and core controllers, aiming to create an end-to-end unmanned logistics system [4] - Cancer Intelligent, established in Wuxi, has rapidly become a key player in Jiangsu's intelligent manufacturing sector, successfully developing a humanoid robot with a payload capacity increased from 5kg to 50kg [4] - Huibo Robotics displayed its Astra Pro platform, integrating multi-modal perception and AI technology, aimed at providing an open platform for algorithm validation and interdisciplinary experiments in academic research [4][5]

Group 1 - The 2025 World Robot Conference (WRC2025) opened in Beijing, showcasing numerous innovative products and applications from various companies, particularly from Jiangsu province [1][2] - Companies like Leju Robotics, Yuliqi, and Magic Atom presented humanoid and quadruped robots, demonstrating their capabilities in industrial, commercial, and household applications [2][3] - The event highlighted the advancements in humanoid robots, with Leju's KUAVO robot showcasing diverse applications such as outdoor delivery and human interaction, indicating a shift towards multifunctional robots [1][2] Group 2 - UQI, a subsidiary of Tianqi Co., introduced several robots including industrial mobile robots and humanoid robots, aiming to create an end-to-end unmanned logistics system [4] - Companies like Juxie Intelligent and Yiyou Technology presented innovations in harmonic reducers and force control joints, addressing the challenges of miniaturization in embodied intelligence [3][4] - The Jiangsu provincial government released an action plan targeting a robot industry scale of approximately 200 billion yuan by 2025, with a focus on enhancing the core industry and fostering competitive enterprises [5][6] Group 3 - The action plan emphasizes the development of specialized robots and core components in cities like Wuxi and Suzhou, aiming to integrate robots into various sectors including manufacturing and healthcare [6] - The plan sets ambitious goals for robot density in manufacturing sectors, targeting 500 robots per 10,000 people by 2025, and aims for the overall industry strength to reach international advanced levels by 2027 [5][6]

Core Viewpoint - The 2025 World Robot Conference showcased over 1,500 exhibits from more than 200 domestic and international robot companies, highlighting the latest technological achievements and industry solutions in robotics [1] Group 1: Industry Trends - The global industrial robot installation volume decreased by 3% last year, totaling approximately 523,000 units, with declines in Asia (2%), Europe (6%), and the Americas (9%). In contrast, China is the only market showing growth, with an expected increase of 5% in 2024, reaching around 290,000 units [5] - China's share of the global industrial robot market is projected to rise from 51% in 2023 to 54% in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [5] - The production of industrial robots in China has surged from 33,000 units in 2015 to an estimated 556,000 units in 2024, while service robot production reached 10.52 million units, marking a year-on-year growth of 34.3% [5] Group 2: Technological Developments - The founder of Yushu Technology, Wang Xingxing, emphasized that the current limitations in humanoid robots stem from insufficient embodied intelligence AI, which restricts large-scale applications [3] - The development of humanoid robot AI is likened to the early years before the emergence of ChatGPT, indicating that the industry is on the verge of a breakthrough within the next 1 to 5 years [3] - Yushu Technology aims to create versatile humanoid robots applicable in various scenarios, including factories, performances, and homes, rather than being limited to single-use cases [3] Group 3: Exhibits and Innovations - JD.com, as the exclusive global strategic partner, announced a plan to invest over 10 billion yuan in the smart robot sector, aiming to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [7] - The conference featured innovative products such as the humanoid robot R1, priced at 39,900 yuan, capable of complex actions like punching and running, showcasing advancements in multi-modal AI integration [8] - The National and Local Joint Human-Robot Innovation Center presented the "Qinglong" humanoid robot product matrix, including the first full-size open-source humanoid robot, indicating significant progress in domestic robotics innovation [10] Group 4: Industry Chain Insights - The humanoid robot industry involves over 100 companies across various components, including reducers, dexterous hands, actuators, motors, sensors, chips, and controllers, with many listed companies participating in the market [11] - Long-term industry growth is anticipated due to optimization of the supply chain and enhancement of global competitiveness, with a focus on core components and application scenarios like logistics and healthcare [13]

Core Viewpoint - The 2025 World Robot Conference (WRC2025) in Beijing showcased five humanoid robots from UBTECH, highlighting advancements in humanoid robotics and their applications across various sectors, including industrial manufacturing, commercial services, scientific research, and entertainment [1][9]. Group 1: Humanoid Robots Showcase - UBTECH presented the world's first humanoid robot with autonomous battery swapping capabilities, Walker S2, along with other models like Cruzr S2, Walker S1, Walker C, and Tian Gong Xing Zhe [1][5]. - Walker S2 features a height of 1.76 meters, 52 degrees of freedom, and the ability to carry loads of up to 15 kilograms while performing complex movements [3][4]. - The robots demonstrated various applications, including industrial tasks, service roles, and educational purposes, emphasizing their versatility and advanced capabilities [1][9]. Group 2: Technological Innovations - Walker S2 incorporates a dual-battery power balance technology that allows for a quick battery swap in just 3 minutes, ensuring continuous operation [4]. - The fifth-generation dexterous hand showcased at the event has 19 active degrees of freedom, enabling human-like gestures and precise operations [4]. - The Cruzr S2 robot utilizes advanced navigation and motion control technologies, allowing it to perform tasks in complex environments with high precision [5]. Group 3: Group Intelligence and Collaboration - UBTECH introduced breakthrough group intelligence technology for humanoid robots, enabling collaborative tasks across multiple robots, enhancing overall operational efficiency [6][7]. - The robots demonstrated capabilities in dynamic sorting and material handling, showcasing their advanced algorithms and coordination [6][7]. - The integration of the Co-Agent system allows for the transformation of robots into specific functional agents, improving task execution in industrial settings [6]. Group 4: Broader Applications and Market Impact - The event highlighted the potential of humanoid robots in various sectors, including commercial services, scientific research, and entertainment, indicating a shift towards large-scale deployment [9]. - UBTECH's focus on creating "new quality productivity" through humanoid robots aims to enhance human work efficiency while maintaining a warm human touch in daily life [9].

Group 1: Event Overview - The 2025 World Robot Conference in Beijing showcased over 1,500 exhibits from more than 200 domestic and international robot companies, with over 100 new products presented [2][12] - The event highlighted the increasing presence of humanoid robots in daily life, moving beyond mere demonstrations to practical applications [12][19] Group 2: Humanoid Robots and Their Capabilities - Humanoid robots demonstrated advanced skills, such as the G1 combat robot showcasing human-like coordination and the T1 and K1 robots that recently won the RoboCup [3][6] - The TianGong 2.0 humanoid robot performed complex tasks, indicating significant advancements in environmental perception and autonomous task planning [6][12] - Various companies displayed dexterous robotic hands capable of intricate tasks, emphasizing the importance of hand functionality in humanoid robots [9][10] Group 3: Industrial Applications - The conference featured robots designed for industrial applications, such as the AEON robot from Hexagon, which automates high-precision inspections of large components [12][13] - The Walker S2 robot from UBTECH demonstrated autonomous battery swapping, enhancing its operational efficiency for continuous industrial tasks [13][14] - The integration of AI and humanoid robots is expected to improve their adaptability and efficiency in various industrial settings [14][21] Group 4: Emerging Technologies - The conference showcased advancements in brain-machine interface technologies, which are being integrated into rehabilitation robots to assist patients with motor impairments [16][18] - Companies are exploring the development of robots with olfactory capabilities, aiming to enhance their functionality in security and detection tasks [11][18] Group 5: Challenges and Future Outlook - Despite rapid advancements, the humanoid robot industry faces challenges in perception, decision-making, and adaptability to complex environments [21][22] - The industry is expected to evolve with increased collaboration between domestic and international developers, enhancing research and development efforts [22]

Group 1 - The 2025 World Robot Conference opened in Beijing, showcasing five humanoid robots from UBTECH, including the world's first autonomous battery-swapping humanoid robot, Walker S2 [2][3] - Walker S2 features a height of 1.76 meters, 52 degrees of freedom, and an industrial-grade dexterous hand, capable of stable transportation of 15 kg loads within a range of 0-1.8 meters [2] - The robot incorporates a dual-battery power balance technology that allows for a battery swap in just 3 minutes, enabling continuous operation 24/7, setting a new standard for energy management in humanoid robots [3] Group 2 - UBTECH also introduced the Cruzr S2, a full-size wheeled humanoid robot that integrates advanced technologies for efficient navigation and multi-task operations in various industrial scenarios [3][4] - The company presented a breakthrough in humanoid robot swarm intelligence technology, showcasing a collaborative operation solution for multi-task industrial scenarios, enhancing production efficiency [4] - Walker S2 demonstrated advanced capabilities in complex tasks such as high-angle waist rotation sorting and extreme squatting for material handling, showcasing its superior operational abilities [5]

Group 1 - The 2025 World Robot Conference (WRC2025) opened in Beijing, showcasing five humanoid robots from UBTECH, including the world's first autonomous battery-swapping humanoid robot Walker S2 and the full-size general-purpose wheeled humanoid robot Cruzr S2 [1][2] - The Cruzr S2 features UBTECH's self-developed humanoid robot collaboration intelligence Co-Agent, integrating visual-laser navigation and learning motion control technologies for efficient operation in complex environments [1][2] - The Walker S2, presented at the conference, includes hot-swappable autonomous battery technology, stands 1.76 meters tall, has 52 degrees of freedom, and features an industrial-grade dexterous hand [2] Group 2 - UBTECH demonstrated a group operation solution for general humanoid robots in multi-task industrial scenarios, showcasing the collaborative capabilities of multiple Walker S2 and Cruzr S2 robots alongside other mobile robots [3] - The AI dual-loop system formed by the group brain network 2.0 and Co-Agent enhances both individual decision-making and collective intelligence, significantly improving overall operational efficiency [3] - The humanoid robot industry is transitioning from technological breakthroughs to large-scale implementation, with UBTECH leveraging its full-stack technology layout to enhance productivity across various sectors, including industrial manufacturing and commercial services [4]