【导读】机器人：紧抓战略机遇，加速向"世界机器人一流企业"迈进 编者按：2025年是"十四五"规划收官之年。近期，中国上市公司协会联合中国基金报等媒体，开展"我 在'十四五'这五年 上市公司在行动"主题宣传活动。本次主题宣传活动，旨在通过以小见大、"接地 气"的生动作品，宣传上市公司在"十四五"期间取得的开创性成就和历史性突破，拉近上市公司与投资 者、社会大众之间的距离。 在"十四五"即将收官之际，我国机器人（300024）行业的领军企业——新松机器人（300024）交出了一 份亮眼的成绩单。五年来，公司紧抓国家推动制造业高质量发展和机器人产业国产化的战略机遇，实现 了多项历史性突破，完成了从"中国机器人领军企业"向"世界机器人一流企业"迈进的关键布局。 构建"3+3+N"体系，深耕全球市场 "十四五"期间，新松机器人在推动进口替代、提升中国机器人全球话语权方面扮演了关键角色。公司营 业收入及综合毛利率均实现稳步增长，复合增长率分别达到7.86%和24.53%。 "十四五"期间，新松机器人在多项"卡脖子"技术上取得重大突破，打破了国外的长期垄断，实现了高端 工业装备的自主可控。公司承担了多项国家重要科技攻关项 ...

【导读】机器人：紧抓战略机遇，加速向"世界机器人一流企业"迈进 在"十四五"即将收官之际，我国机器人行业的领军企业——新松机器人（300024）交出了一份亮眼的成 绩单。五年来，公司紧抓国家推动制造业高质量发展和机器人产业国产化的战略机遇，实现了多项历史 性突破，完成了从"中国机器人领军企业"向"世界机器人一流企业"迈进的关键布局。 构建"3+3+N"体系，深耕全球市场 "十四五"期间，新松机器人在推动进口替代、提升中国机器人全球话语权方面扮演了关键角色。公司营 业收入及综合毛利率均实现稳步增长，复合增长率分别达到7.86%和24.53%。 "十四五"期间，新松机器人在多项"卡脖子"技术上取得重大突破，打破了国外的长期垄断，实现了高端 工业装备的自主可控。公司承担了多项国家重要科技攻关项目，至今累计完成800余项科研任务，拥有 有效专利700余项，彰显了强大的研发实力和技术积累。 在半导体装备领域，真空机械手及集束型设备是半导体工艺整机装备中的核心零部件，长期被国外企业 垄断。新松机器人自主攻克新一代真空机械手技术，性能对标国外先进产品，并实现部分指标的成功超 越。目前，公司已拥有完全自主知识产权的真空类晶圆 ...

" 十四五 " 期间，新松机器人在推动进口替代、提升中国机器人全球话语权方面扮演了关键 角色。公司营业收入及综合毛利率均实现稳步增长，复合增长率分别达到 7.86% 和 24.53% 。 【导读】机器人：紧抓战略机遇，加速向 " 世界机器人一流企业 " 迈进 编者按： 2025 年是 " 十四五 " 规划收官之年。近期，中国上市公司协会联合中国基金报等 媒体，开展 " 我在 ' 十四五 ' 这五年 上市公司在行动 " 主题宣传活动。本次主题宣传活 动，旨在通过以小见大、 " 接地气 " 的生动作品，宣传上市公司在 " 十四五 " 期间取得的 开创性成就和历史性突破，拉近上市公司与投资者、社会大众之间的距离。 中国基金报记者 卢鸰 在 " 十四五 " 即将收官之际，我国机器人行业的领军企业 —— 新松机器人（ 300024 ）交 出了一份亮眼的成绩单。五年来，公司紧抓国家推动制造业高质量发展和机器人产业国产化 的战略机遇，实现了多项历史性突破，完成了从 " 中国机器人领军企业 " 向 " 世界机器人一 流企业 " 迈进的关键布局。 构建 "3+3+N" 体系，深耕全球市场 其中，自主攻克的中厚板免示教焊接技术， ...

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]

一边是"非人形"机器人焊接、码垛、洗盘子，一边是人形机器人做咖啡、打爆米花、送东西……在2025 世界机器人大会（WRC）现场，不少传统工业机器人公司开始在展位上亮相其最新研发的人形机器 人。北京商报记者探访发现，在越来越多工业机器人走向人形机器人背后，具身智能机器人已从技术探 索阶段迈入规模化价值创造新阶段，不同于以往讲求精度的"刚性约束"，它们开始拥抱更多的不确定 性，同时，比追求"人形"更重要的是，谁的机器人能更快上岗，以及推动"人形机器人+行业"生态构 建。 从工业走向人形是进化 8月8日，在2025世界机器人大会开幕当天，作为港股"协作机器人第一股"的越疆科技也正式发布了旗下 具身智能人形机器人DOBOT AtomⅡ，并借"机械臂+人形+多足"具身智能机器人平台宣布"具身智能机 器人已从技术探索阶段迈入规模化价值创造新阶段"。 在越疆科技的展位上，给现场观众接打爆米花的正是DOBOT AtomⅡ。越疆科技工作人员向北京商报记 者介绍称，这是一款能达到毫米级精度的机器人，同时还具备双脑协同决策功能，除了能够在狭窄的操 作台之间灵活转身，平稳精准地将爆米花倒入盒中递给观众，还能快速回应观众挥手、比心、鼓 ...

Core Insights - The transition from industrial robots to humanoid robots represents an evolution rather than a mere change of track, indicating a shift towards more complex systems [5] - Companies are focusing on the speed of deployment of humanoid robots in practical applications rather than merely mimicking human appearance [6][7] - The humanoid robot market in China is projected to exceed 100 million units by 2045, with a market size potentially reaching approximately 10 trillion yuan [6] Company Developments - Yujian Technology launched its humanoid robot DOBOT Atom II at the World Robot Conference, emphasizing its capabilities in precision and dual-brain collaborative decision-making [3] - New松 Robotics showcased various humanoid robots and highlighted the natural progression from traditional industrial robots to humanoid robots, driven by increasing customer demands for flexible production [4] - Yujian Technology's chief scientist noted that advancements in AI models have enabled breakthroughs in control, cognition, and interaction, making humanoid robots more than just physical imitations of humans [4] Market Trends - The initial deployment of humanoid robots is expected to occur in low-speed, high-frequency, and essential commercial scenarios, such as pharmacy logistics and retail guidance [6] - The industry is moving towards integrating humanoid robots with various industrial equipment and digital workshops to enhance high-end and intelligent upgrades [7] - The focus is shifting from rigid constraints in industrial robots to embracing flexibility and uncertainty in humanoid robots, necessitating upgrades in algorithms, perception models, and motion planning [7]

Core Viewpoint - The World Robot Conference 2025 in Beijing focuses on advancing intelligent robotics and innovative applications in various sectors, showcasing cutting-edge technologies and solutions [1][60]. Group 1: Exhibition Highlights - The conference features four main exhibition areas: Embodied Intelligence, High-end Manufacturing, Intelligent Cleaning, and Special Robots, highlighting the latest technological achievements and innovations in robotics [3][22]. - New松's booth emphasizes the integration of embodied intelligence with practical applications across multiple scenarios, showcasing robots that can perceive, decide, and act [4][12]. Group 2: Embodied Intelligence - Embodied intelligence is leading the transition of AI from virtual algorithms to physical intelligence, becoming a new engine for economic growth [4]. - New松's "松羿" wheeled humanoid robot demonstrates advanced capabilities in logistics, retail, and home services, integrating mobile robotics technology and AI algorithms [12][16]. Group 3: High-end Manufacturing - New松 has accelerated the development of key technologies in high-end applications, showcasing industrial robots that significantly enhance production efficiency and quality [22][25]. - The SR270A-270/2.70 industrial robot can produce beverages 20% faster than traditional methods, with the ability to create over 20 different drinks [23]. Group 4: Intelligent Cleaning - The 星卫来 D700C AI cleaning robot addresses industrial cleaning challenges, capable of handling various debris types and designed for diverse industrial environments [34][36]. - The KD450C/QD750E floor cleaning robot features advanced filtration and navigation systems, ensuring effective cleaning in industrial settings [37][39]. Group 5: Special Robots - Special robots are showcased for emergency rescue and smart inspection, utilizing multi-sensor fusion and remote control technologies to enhance safety and efficiency [40][45]. - The园区无人值守 robot aims to provide comprehensive monitoring and management in industrial parks, promoting digital and intelligent transformation [48].