温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： " 一票难求 "的 WAIC2025大会已落幕，近 200台人形机器人同台登场，当人们感慨人形机器人们从往日的"挂起 来"到今天的"动起来"巨大进步时，两场人形机器人现场直播更是让大众看到价值性商业化曙光。 [智元机器人]在 展台 1：1复刻 德马物流中心作业场景， 直播展示智元精灵G1（轮式）在真实商用场景中的实际 作业情况； [开普勒机器人] 以直播形式进行旗下工业级双足人形机器人 "K2 大黄蜂"8 小时续航挑战，直播期 间，还进行了物流搬运的 1:1 实况展示（分 拣、智能车厂上料 ）、 热舞、 走路、互动等一系列动作 ，最终 创 造了 " 充电 1 小时，连干 8 小时 " 的双足人形机器人长续航 奇迹 ，刷新行业性能认知。 相较于其他人形机器人， K2 大黄蜂除了展现其 强大的续航能力外，更是凭借双臂30kg高负载能力，奠 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [6]. Core Insights - The WAIC 2025 showcased a diverse range of robotic applications, highlighting the rapid development and adaptability of humanoid robots in various sectors such as logistics, retail, and healthcare [16][20]. - The convergence of capital and policy is accelerating the development of the robotics industry, with significant investments flowing into humanoid robotics and embodied intelligence sectors [36][39]. Summary by Sections Section 1: Diverse Applications of Robotics - Numerous robotic manufacturers demonstrated various application scenarios at WAIC 2025, including humanoid robots for supermarkets, cafes, and logistics [16]. - The Zhiyuan G1 robot showcased flexible operations in logistics, capable of autonomously adjusting its grip based on package orientation [16]. - The Galaxy General's Galbot exhibited capabilities in retail and industrial settings, effectively identifying and handling a wide range of products without traditional path planning [19]. - Fourier Robotics presented a rehabilitation solution integrating humanoid robots for comprehensive care and training in healthcare settings [20]. Section 2: Accelerated Development through Capital and Policy - Since 2025, leading humanoid robot companies have secured strategic investments, with several firms preparing for public listings [36]. - A detailed table outlines various companies, their financing rounds, amounts raised, and investors, indicating a robust investment landscape [37]. - The report emphasizes the importance of mergers and technology collaborations among leading humanoid robot manufacturers, enhancing the industry's structural integrity [39]. - Investment recommendations focus on companies with comprehensive technological capabilities across the humanoid robotics spectrum, highlighting the potential for significant growth in both domestic and international markets [39].