前段时间，位于南山西丽的"机器人谷"科创走廊经媒体报道在社会上产生强烈反响。其实在深圳，在离西丽不远 处的深圳湾畔，还有一个"机器人湾"。 在风光旖旎的深圳湾畔，不仅有碧波荡漾的大海与翠绿满目的红树林，还云集了诸多奔跑在科技发展最前沿的机 器人企业。众擎机器人、数字华夏、银河通用……一个个崛起的机器人新势力让湾区的科技含量越来越高。 5月13日，记者驱车来到深圳湾畔，沿着后海大道一路向北行驶，深圳清华大学研究院等一众顶尖大学设立的新型 研发机构快速闪过车窗。新锐企业快速发展，"机器人湾"正在成为深圳又一张"产业名片"。 新兴机器人企业扎堆汇集 这两年来，深圳机器人产业火爆出圈。从"机器人谷"到"机器人湾"，一大批机器人产业链上下游的公司集中汇 聚，在紧密的协作下，人形机器人的"含深率"越来越高，下游市场的快速响应缩短创新周期，为新兴创业企业实 实在在省下研发成本。 在深圳湾以西、粤海街道与深圳科技园及周边，在这片10平方公里左右的土地上，云集着一大批机器人企业，数 量甚至超过了"机器人谷"。经过短短几年的发展，它们中有不少已经凭借自主研发在行业内崭露头角。 走进位于"机器人湾"的数字华夏，一款"会跑能走"的双 ...

Investment Rating - The mechanical industry is rated as "Buy" (maintained) [1] Core Views - The humanoid robot sector is experiencing significant advancements, with various companies unveiling new models and applications, indicating a growing market potential [2][3][6][7] - The engineering machinery industry is showing signs of recovery, with excavator sales increasing by 17.6% year-on-year in April 2025, suggesting a rebound in demand driven by infrastructure investments [13] - The agricultural machinery market is facing challenges, with a decline in the market sentiment index, indicating potential risks in this sub-sector [9][10] Summary by Relevant Sections Humanoid Robots - Lenovo's humanoid robot showcased at the Tech World 2025 conference demonstrates advanced capabilities such as Tai Chi performance and business Q&A [2] - Sichuan Mianyang deployed humanoid robots for traffic guidance, highlighting practical applications in urban settings [2] - ZTE is entering the companion robot market, indicating a diversification of applications in the humanoid robot sector [2] Engineering Machinery - In April 2025, excavator sales reached 22,142 units, with domestic sales at 12,547 units, reflecting a year-on-year growth of 16.4% [13] - The industry is expected to benefit from increased infrastructure investments as major projects are set to commence [13] Agricultural Machinery - The agricultural machinery market sentiment index dropped to 47.9% in April 2025, a decrease of 13.8 percentage points from the previous month [9] - The production of various types of tractors showed mixed results, with large tractors increasing by 6.1% year-on-year, while smaller tractors faced declines [9][10] Market Trends - The humanoid robot industry is anticipated to see mass production breakthroughs in 2025, which will enhance data collection and training capabilities [7] - The engineering machinery sector is expected to recover gradually as macroeconomic policies take effect, improving equipment utilization rates [13] Key Data Tracking - Japan's machine tool orders in March 2025 reached 151.1 billion yen, a year-on-year increase of 11.4% [8] - China's metal cutting machine tool production in the first quarter of 2025 was 182,000 units, reflecting a year-on-year growth of 20.5% [8]

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [1]. Core Insights - The robotics index outperformed the market, with the CSI Robotics Index rising by 2.8%, surpassing the Shanghai Composite Index and the CSI 300 Index by 3.3 percentage points [6][14]. - Significant developments in the robotics sector include Xi Jinping's visit to Shanghai, emphasizing the city's role in building an international technology innovation center [18]. - The first "Embodied Intelligence Robot Games" was held in Wuxi, showcasing advancements in embodied intelligence technology with participation from over 130 leading robotics companies and research institutions [20]. - Companies like Lingyi Intelligent Manufacturing and PAXINI Tech are making strides in humanoid and embodied robotics, with strategic investments and partnerships enhancing their capabilities [24][27]. - The report highlights the global delivery of 220 units of the Chery Moja humanoid robot, which is set to transform the automotive sales industry [31]. - New product launches, such as the Starwalker® P01 and the AI-powered exoskeleton "Tashan," demonstrate innovation in the robotics field [33][38]. Summary by Sections Market Review - The robotics index showed strong performance, with a 2.8% increase during the week of April 28 to May 4, outperforming major indices [14]. Industry Dynamics - Xi Jinping's visit to Shanghai highlighted the importance of technological innovation and the role of robotics in national strategy [18]. - The "Embodied Intelligence Robot Games" showcased various competitions and applications, reflecting the industry's technological advancements [20]. - Lingyi Intelligent Manufacturing is establishing production lines for humanoid robots, indicating a strategic focus on flexible manufacturing [24]. - PAXINI Tech received significant investment from BYD, enhancing its capabilities in tactile sensing technology [27]. - The Chery Moja robot's delivery marks a significant step in integrating robotics into customer service in the automotive sector [31]. - The launch of the Starwalker® P01 and the AI exoskeleton "Tashan" illustrates ongoing innovation in the robotics market [33][38].

2.【美国渐冻症作家成为全球第三个Neuralink脑机芯片植入者】美国作家布拉德福德·史密斯（Bradford G Smith）在X上发帖称，他已成为全球第三个接受Neuralink脑机芯片植入的患者。史密斯患有肌萎缩性侧 索硬化症（渐冻症），这是一种非常罕见的神经系统疾病，严重影响运动功能。他写道："我是世界上第 三个接受Neuralink大脑植入的人。第一个患有渐冻症的人。第一个失去语言能力的人。我在用脑子打这 段话。这是我的主要沟通方式。问我任何问题！我将回答至少所有认证用户！谢谢你，埃隆·马斯克。"史 密斯说，他使用Neuralink植入物来控制笔记本电脑上的光标，并使用Grok AI来克隆自己的声音来说话。 他分享的视频也是由BCI芯片编辑的。（新浪财经） 1.【我国科学家成功研制脑机接口柔性微电极植入机器人CyberSense】记者4月28日从中国科学院自动化 研究所获悉，该研究所脑图谱与类脑智能实验室（简称"脑与类脑实验室"）脑机接口与融合智能团队自 主研发的柔性微电极植入机器人产品——CyberSense，近日通过深圳市"脑解析与脑模拟"重大科技基础设 施（简称"脑设施"）预验收，助力科学家 ...

4月28日， 数字华夏 （深圳）科技有限公司（以下简称为 "数字华夏"） 正式 发布 其 IP系列机器人新 成员—— 星行侠 ® P01。 据了解，星行侠 ® 是数字华夏继夏澜 ®、夏起®之后的第三款重点人形机器人产品， 定位颜值高、情 商高、易使用的商用机器人，也是酷炫潮流的智能助手 ， 即日开启预售。 作为 行业内 首款本体、轮式相结合 的双形态人形机器人 ， 星行侠 ® 以实现机器人规模商用和场景闭 环为核心目标，功能设计围绕客户关键场景并推出定制化服务， 有望 搅动 服务机器人市场格局。 颜智双全， 首次定义具身人形机器人商用范式 数字华夏 CEO 沈健 介绍， 数字华夏 推出 IP系列的初衷，是打造属于这个时代的 " 商用机器人 " 。 "外形潮流时尚、智商情商兼具、使用维护极简，首次定义具身人形机器人商用范式，这就是 星行侠 ® P01的目标。"沈健说。 星行侠 ® 不再是简单的功能工具，更是集美学设计、智能交互、便捷操作于一体的商业伙伴。 直面客户 痛点，双形态设计 为业内首创 今年以来， 人形机器人 进入 市场面临诸多挑战：行走 不稳定 、动作有限、操作复杂、续航短、 定制 周期长、无法 跨楼 ...