人形机器人的核心竞争力是通用型与技术驱动 每经记者｜黄鑫磊 每经编辑｜魏官红 近日，在2025年衢州产业资本招商大会暨氟基新材料产业高质量发展会议上，工业和信息化部原副部 长、中国电子学会理事长徐晓兰表示，人形机器人作为具身智能的最高形态，正从演示走向实用，将催 生万亿元级市场，产业具有1∶10的乘数效应。 另外，针对行业当前痛点，衢州本土企业禾川机器人总经理王志斌表示，人形机器人手部精细操作技术 尚未成熟，使用一段时间后易损耗且成本高昂，这成为制约产业落地的重要因素。 人形机器人有四大"加速"发展趋势 徐晓兰在演讲中称，具身智能是拥有物理身躯的人工智能系统，突破了传统AI（人工智能）"有脑无 身"的局限，形态涵盖人形机器人、自动驾驶汽车等多种载体；而人形机器人是人工智能与机器人技术 深度融合的产物，集成了芯片、传感器、机械、材料等诸多核心技术，是具身智能的最高形态。 据她介绍，当前，人形机器人正从"舞台上动起来""赛场上跑起来"向"家庭里用起来""工厂里干起来"进 化，有望成为继计算机、智能手机、新能源汽车之后的又一颠覆性产品。 结合今年发布的《人形机器人产业链图景（2025年版）》，徐晓兰分析称，人形机器 ...

Company and Industry Summary Company Overview - Hechuan Technology has a strong foundation in electromechanical actuators and was previously ranked as the second domestic player in the industrial control field, just behind Huichuan [1] - The company currently offers a complete range of humanoid products, covering approximately 70% of the entire machine components, including motor control, encoders, planetary roller screws, joint modules, dexterous hands, and full-spectrum OEM services [1] Key Clients and Market Position - The client base primarily consists of 30-40 domestic humanoid manufacturers [2] - The company is focusing on linear actuators (with some rotary options) and has a high domestic market share; notable clients such as Xiaopeng and Xiaomi are progressing rapidly, with HW Cloud expected to sign a cooperation agreement in 2024 [2] Revenue and Growth Targets - The annual revenue target for humanoid products is set at 30 million, aiming for profitability [2] - The main business of automation equipment has shown signs of a marginal recovery, with a projected reduction in losses for 2025; the company aims to achieve a profit target of 30 million this year [2] - Short-term orders for Q1 2025 are expected to recover by 40%, with April showing over 20% growth, driven by contributions from lithium batteries, printing packaging, and laser industries [2] Challenges and Strategic Adjustments - The company faced challenges due to high exposure in the photovoltaic sector (over 40%), which led to a decline in revenue; however, the proportion of photovoltaic revenue has decreased to 15% in Q1 [2] - The company is adjusting its capital expenditures and focusing on new product categories to mitigate previous losses [2]