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造机器人:一场“谁都能干”的“全民运动”?
经济观察报· 2025-08-23 10:47
Core Viewpoint - The threshold for entering the robotics industry has significantly lowered, leading to a surge of diverse companies from various sectors attempting to manufacture robots, raising questions about the sustainability and viability of this trend [4][5][6]. Group 1: Industry Trends - The nature of "building robots" is changing, evolving from a complex task to a more accessible one, where assembling a robot is becoming a reality rather than a joke [3][6]. - The number of humanoid robot-related companies in China reached 834 by late July 2025, with over half having registered capital exceeding 10 million [6][11]. - The growth in registrations of humanoid robot companies surged by over 180% in the first half of 2025 compared to the previous year [6]. Group 2: New Players and Cross-Industry Involvement - Companies from various backgrounds, including traditional manufacturing and investment sectors, are entering the robotics field, such as Vision Technology and Jiuding Investment [4][5][13]. - Midea Group, leveraging its ownership of KUKA, is developing humanoid robots for home and factory applications, showcasing a strategic approach to robotics [15]. - Automotive companies like GAC Group are also entering the robotics space, emphasizing the technological synergies between automotive and robotics [15]. Group 3: Technological Advancements - The availability of standardized components for robots, such as sensors and actuators, has made it easier for companies to assemble robots [6][11]. - Domestic suppliers are beginning to break the monopoly of foreign brands in critical components like harmonic reducers and planetary roller screws [8][9]. - The development of specialized components, such as the BrainCo bionic hand and advanced laser radar from Hesai Technology, indicates significant progress in the robotics supply chain [7][8]. Group 4: Market Dynamics and Challenges - The influx of capital into the robotics sector has led to a competitive environment, with many companies seeking to establish themselves amid rising expectations [6][19]. - Despite the enthusiasm, the integration of various components and ensuring system stability remains a significant challenge for the industry [19][20]. - The industry is still in its early commercial stages, with many companies relying on external funding rather than self-sustaining business models [21]. Group 5: Future Outlook - The future of the robotics industry may lead to a diverse ecosystem where specialized companies coexist, focusing on niche applications while core component suppliers support the overall market [21]. - The successful companies will likely be those that can identify real-world applications and maintain resilience in a capital-intensive environment [21].
“攒一台机器人”,谁都能?
Jing Ji Guan Cha Wang· 2025-08-23 06:45
经济观察报记者 郑晨烨 机器人行业"乱花渐欲迷人眼"。 2025年8月12日,北京世界机器人大会,视源股份(002841.SZ)首次展出了其工业级四足机器人MAX-HUBX7。这家公司的传统主业是给电视和会议平板 做显示主控板卡,是一个比较典型的机器人产业"圈外"玩家。 但视源股份并不孤单,在同一个展馆,还能看到另一家名为中坚科技(002779.SZ)的公司,这家来自浙江永康的企业,过去近三十年的主营业务是油锯和 割草机等园林机械。这次,他们也带来了自己全新升级的四足机器狗和一款正在研发的轮式机器人。 如果说,制造业公司凭借自身在供应链和生产工艺上的积累,跨界造机器人还算有迹可循,那么,另一些入局者的身份则更让人意想不到。比如,同样在8 月,私募股权投资领域的上市公司九鼎投资(600053.SH)亦公告称,将斥资2.13亿元控股一家名为南京神源生的机器人核心零部件公司。更有甚者,白酒 巨头贵州茅台也已悄然入局,通过旗下的茅台金石产业基金,投资了一家名为乐聚(深圳)机器人技术有限公司的创业公司。 从做屏幕的、做手机零件的,到搞投资、卖白酒的,一时间,各行各业的公司都开始扎堆造起了机器人。那么,造机器人的门槛,真 ...
专利“加速器”助力 机器人产业“跑起来”
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-21 23:05
8月8日至12日,2025世界机器人大会在北京亦庄举行,同期举行2025世界机器人博览会。大会以"让机 器人更智慧,让具身体更智能"为主题,展示内容重点聚焦前沿技术创新、机器人应用场景拓展等。记 者深入探访博览会发现,从工业生产线到手术室,从仓储物流到家庭服务,中国机器人产业正以专利布 局为基石,以场景创新为引擎,加速书写"人机共生"的未来图景。 人形机器人走入寻常百姓家 在沈阳新松机器人自动化股份有限公司(下称新松公司)的展位上,具身智能展区的人形机器人成为全 场焦点。新松智能类人双臂平台凭借多模态大模型交互能力,自主完成饮水机接水全流程作业,其脑、 眼、双手的精确协作让人惊叹。新松公司首席技术官张雷介绍,该平台采用正向开发设计,机器人本 体、底层控制系统及关节、控制器等核心零部件均为自主研发。"核心技术自主可控是我们的底气,而 专利布局则让这份底气有了法律保障。"张雷表示。 在北京长木谷医疗科技股份有限公司(下称长木谷)的展台,新一代骨科手术机器人 ROPA正通过三维 重建技术为观众演示髋关节置换手术规划。作为北京市首台(套)重大技术装备与国家工业和信息化 部、国家卫生健康委员会联合认定的高端医疗装备推广 ...
机器人霸屏WAIC,“超级打工人”还远
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-28 13:36
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) highlighted humanoid robots as the hottest topic, showcasing record-breaking forms, scenarios, and functionalities [1] - Humanoid robots have transitioned from static displays to practical applications, indicating a shift towards small-scale mass production capabilities [1][2] - Despite the excitement and funding influx, large-scale commercialization of humanoid robots remains distant due to technical challenges and the need for stability and versatility in various scenarios [1][9] Industry Trends - The industry consensus is that humanoid robots are still in the early stages, with household integration being a long-term goal [2][11] - Various companies are exploring different application scenarios for humanoid robots, including industrial, rehabilitation, and entertainment sectors [2][4] - The recent surge in funding for humanoid robot companies indicates a strong investor interest, with many firms completing significant financing rounds [6][7] Market Dynamics - A price war is emerging in the humanoid robot market, with companies like Yushun Technology launching affordable models aimed at the consumer market [8] - The competition is expected to intensify as companies strive to lower costs and enhance product functionalities, leading to potential market homogenization [8][10] - The industry is optimistic about the future potential of humanoid robots, with expectations of rapid iteration once they penetrate consumer markets [7][11] Technical Challenges - Significant technical hurdles remain for humanoid robots, including the need for advanced perception systems and the integration of various operational capabilities [9][10] - The complexity of deploying humanoid robots in real-world scenarios requires overcoming numerous engineering challenges, from data processing to physical deployment [9][10] - Experts predict that the path to widespread adoption will follow a gradual progression, starting with industrial applications before moving to household use [10][11]
WAIC 对话|聆动通用CEO季超:2026年具身智能头部企业订单金额将达10亿元级
Bei Jing Shang Bao· 2025-07-28 08:29
Core Insights - The article discusses the emergence of embodied intelligence technology, highlighting the first public demonstration of products by Lingdong General, a subsidiary of iFlytek, at the World Artificial Intelligence Conference (WAIC) 2025 [1][4][8] - The industry is transitioning from conceptualization to practical application, with significant orders being reported, indicating a growing commercial interest [4][10] Company Overview - Lingdong General was established at the end of 2024 and focuses on upgrading product intelligence in the manufacturing sector, aiming to create robots that can understand, speak, and think [8][9] - The company showcased two robots at WAIC: an integrated training and pushing machine for data collection and a smart voice backpack that enhances interaction capabilities for humanoid robots [6][7] Market Dynamics - The embodied intelligence sector is expected to see substantial growth, with predictions of 10 billion yuan-level orders by 2026, marking the industry's first year of significant application [4][13] - Recent orders in the sector are categorized into exploratory orders from large companies and government-funded training facilities aimed at building necessary data for intelligent systems [11][12] Financial Projections - Lingdong General has achieved considerable orders within its first six months, surpassing initial conservative KPIs set at the beginning of the year [14] - The company anticipates a doubling of revenue by 2026, aligning with the expected maturation of the embodied intelligence market [13]
直击WAIC丨科大讯飞携超20款AI展品,亮相2025世界人工智能大会
Xin Lang Ke Ji· 2025-07-27 07:17
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) has officially commenced, with iFlytek serving as a translation partner and showcasing over 20 AI products across various sectors including healthcare, education, urban development, finance, and legal technology [1][3] Group 1: AI Translation and Communication - iFlytek's upgraded voice simultaneous translation model has achieved a response time of as fast as 2 seconds for Chinese-English translation, meeting high-level industry standards while maintaining translation quality [3] - The simultaneous translation service has been utilized in over 400,000 meetings globally, serving more than 400 million participants across 50+ countries and regions [3] Group 2: AI in Healthcare - The "Smart Medical Assistant" showcased AI-assisted diagnostic capabilities, providing clinical diagnosis and treatment recommendations based on patient data, and has been implemented in over 75,000 grassroots medical institutions, offering over 1 billion auxiliary diagnosis suggestions [4] - A comprehensive medical imaging service platform was presented, integrating data acquisition, storage, governance, and retrieval to provide remote imaging and intelligent diagnostic services [4] Group 3: AI in Urban Development - The "Contract Risk Review" feature demonstrated by the Starfire Smart Law Assistant analyzes contract details and highlights risk points, providing professional modification suggestions [4][5] Group 4: AI in Education - The AI Blackboard transforms traditional teaching tools into AI assistants, generating teaching designs and resources through voice commands, enhancing the educational experience [5] Group 5: AI in Enterprise Solutions - The new Starfire Flying Code platform offers full-stack support for enterprises, enhancing development processes in industries such as energy and finance through code generation and unit testing [5] - The Starfire Knowledge Base facilitates the entire lifecycle management of knowledge creation, processing, management, sharing, and application [5] Group 6: AI Robotics - The Lingdong Intelligent Data Collection and Model Training Machine can perform data collection and model training for various robot brands, showcasing advancements in AI robotics [5] Group 7: Academic Engagement - iFlytek will host an international academic seminar on high-level multilingual foundational models and participate in various industry sub-forums during the conference [6]
智能交互终于步入真·人机交互时代了,这很讯飞
量子位· 2025-06-13 05:07
Core Viewpoint - The article discusses the advancements in AI and human-machine interaction, particularly focusing on iFlytek's new AIUI platform and its implications for the smart hardware industry, emphasizing a shift from basic command-response interactions to deeper, collaborative engagements [1][73]. Group 1: AI Advancements - iFlytek's AIUI platform has evolved from basic voice recognition to a complex system that enables deep intelligent collaboration, enhancing user interaction across various scenarios [9][10]. - The platform supports multi-turn conversations and emotional recognition, allowing for a more natural and engaging user experience [12][20]. - The AIUI has been integrated into over 1 billion devices since its launch in 2015, showcasing its widespread adoption in various fields such as automotive and robotics [15][19]. Group 2: Technical Innovations - The AIUI upgrade includes a full-duplex interaction model that improves the responsiveness and natural flow of conversations, addressing previous limitations in voice assistant technology [17][19]. - iFlytek has developed a memory system that mimics human memory, allowing for personalized interactions based on user history and context [23]. - The platform's audio response time has been optimized to 1.6 seconds, positioning it as a leader in the industry for voice interaction systems [25][42]. Group 3: Targeted Applications - A specialized interaction solution for children has been introduced, resulting in a 733% increase in interaction frequency, highlighting the growing demand for AI in educational contexts [26][66]. - The AIUI platform is also enhancing experiences in various hardware scenarios, such as smart glasses, by utilizing advanced noise-cancellation technologies [30][40]. - iFlytek's robot super brain platform integrates with various robotic products, enabling them to engage in meaningful conversations and interactions in real-world settings [36][44]. Group 4: Ecosystem Development - iFlytek aims to collaborate with over 300,000 developers to create AI hardware solutions, enhancing the interaction effects between software and hardware [31][60]. - The company has established a digital human interaction platform, which has seen a 16% increase in production and a 6.5-fold rise in user interactions over the past year [62][66]. - iFlytek's annual developer competition fosters innovation and collaboration within the AI community, further driving advancements in the field [69][70].
智能交互终于步入真·人机交互时代了,这很讯飞
量子位· 2025-06-13 05:07
Core Viewpoint - The article discusses the advancements in AI and human-machine interaction, particularly focusing on iFlytek's new AIUI platform and its implications for the smart hardware industry, emphasizing a shift from basic command-response interactions to more complex, collaborative engagements [1][73]. Group 1: AI Advancements - iFlytek's AIUI platform has evolved from basic voice recognition to a complex system that enables deep intelligent collaboration, enhancing user interaction across various scenarios [9][10]. - The platform supports multi-turn conversations and emotional recognition, allowing devices to respond more naturally and contextually to user inputs [12][20]. - The AIUI has been integrated into over 1 billion devices since its launch in 2015, showcasing its widespread adoption in various sectors [15]. Group 2: Technical Innovations - The latest upgrade includes a dual-channel interaction model that improves the device's ability to discern user intent and emotional state, enhancing the overall interaction experience [17][19]. - iFlytek's AIUI can now process audio responses in as little as 1.6 seconds, positioning it as a leader in the industry for voice interaction systems [25][42]. - The introduction of a memory system that mimics human memory allows for personalized interactions, adapting to user preferences over time [23]. Group 3: Market Applications - The platform has seen a significant increase in interaction frequency, particularly in children's scenarios, with a reported 733% rise in engagement [26]. - iFlytek's digital human technology has expanded, with a 16% increase in production and a 6.5-fold rise in user interactions, indicating strong market demand [62]. - The company aims to replace traditional human-machine interfaces with direct interactions, enhancing the user experience in various applications, including education and healthcare [59][75]. Group 4: Ecosystem Development - iFlytek plans to collaborate with over 300,000 developers to create AI hardware solutions, enhancing the integration of software and hardware [31]. - The company has launched a modular design for its robot super brain platform, addressing the challenges of fragmented demand in the robotics industry [46]. - The ongoing iFlytek AI Developer Competition aims to foster innovation and collaboration within the AI community, further driving advancements in the field [69].