2025年政府工作报告提出，培育壮大新兴产业、未来产业，并首次提及"具身智能"。人形机器人是"具 身智能""智能机器人"的典型代表。 从春晚舞台上扭秧歌，到马拉松跑道上一决高下，再到格斗赛场上对抗比拼……2025年人形机器人不断 刷新人们的认知。实际上，除了参与常规的表演"业务"之外，人形机器人还进入到生产、服务领域，工 作起来"有模有样"，正加速向"打工人"方向进化。 制造业"前线"的"新工人" 凌晨三点，极氪汽车一家工厂的总装车间依旧灯火通明。 42℃高温中，数台身高1.76米的Walker S2人形机器人正有条不紊地搬运物料箱。当电量告急时，其中一 台机器人行走至换电站，自主完成插拔电池，短短3分钟后，便"满血"回归产线。 这套由优必选研发的全球首套人形机器人自主换电系统，能让人形机器人在高温或极寒的工厂环境中连 轴运转，实现7×24小时不间断作业。 当前，我国制造业面临着巨大的人员需求缺口。一些年轻人更倾向选择更自由的灵活就业岗位，而不是 进工厂车间。在优必选首席品牌官谭旻看来，面对供需矛盾，人形机器人或将成为"破局"关键。 就在附近，孩子们正聚精会神地盯着另一台人形机器人手中的爆米花杯。左手持杯、右 ...

近日，上海电气正式推出首款自研人形机器人「溯元」，标志着其在工业机器人领域的重大突破。该机 器人专为工厂环境设计，结合AI技术，旨在提升巡检、装配等工业场景效率，呼应全球人形机器人从 硬件研发向应用落地的转型趋势。 上海电气此前发布的文章显示，近年来，上海电气旗下企业在机器人核心高成本部件研制上取得了一系 列突破：上海天安轴承研发的「灵巧手」专用减速器轴承，具备高精度、低噪音、轻量化特性，适应复 杂运动载荷。上海联合滚动轴承的工业机器人RV减速器用角接触球轴承，品种覆蓋与技术领先性位居 行业前列。上海振华轴承成功交付首台套国产化特种交叉滚子轴承，实现了机器人精密传动轴承国产替 代。上海机牀厂研发的200系列丝杠磨牀，可加工行星滚柱丝杠等多种丝杠，磨削精度达到国家标准最 高等级P0级，即百纳米级精度，约为头发丝的千分之一。正是这些「钢筋铁骨」般的精密部件，为机 器人关节和运动机构的高精度控制提供了坚实保障。 2025年1月，国家地方共建人形机器人创新中心「麒麟」具身智能训练场在沪启动。在工信部对人形机 器人特种应用重点要求指引下，国地中心自2024年3月起联合上海电气中央研究院，以核电行业极端、 高风险作业环境 ...

"溯元"人形机器人身高1.67米，体重50公斤，采用人体工学设计，全身配备38个自由度，确保在复杂工 业环境中灵活作业。其高协调性支持穿梭于多样场景，如核电站高危区域，替代人工完成巡检和搬运任 务。未来，机器人将搭载上海电气自研的垂直领域AI模型，该模型基于工业数据语料训练，可优化抓 取、装配等操作效率。 近日，上海电气（601727）正式推出首款自研人形机器人"溯元"，标志着其在工业机器人领域的重大突 破。该机器人专为工厂环境设计，结合AI技术，旨在提升巡检、装配等工业场景效率，呼应全球人形 机器人从硬件研发向应用落地的转型趋势。 布局机器人产业，上海电气并非"白手起家"。 上海电气此前发布的文章显示，近年来，上海电气旗下企业在机器人核心高成本部件研制上取得了一系 列突破：上海天安轴承研发的"灵巧手"专用减速器轴承，具备高精度、低噪音、轻量化特性，适应复杂 运动载荷。上海联合滚动轴承的工业机器人RV减速器用角接触球轴承，品种覆盖与技术领先性位居行 业前列。上海振华轴承成功交付首台套国产化特种交叉滚子轴承，实现了机器人精密传动轴承国产替 代。上海机床厂研发的200系列丝杠磨床，可加工行星滚柱丝杠等多种丝杠，磨 ...

Core Insights - Shanghai Electric showcased its latest achievements in the field of embodied intelligent robots at the 2025 World Artificial Intelligence Conference, including the launch of its self-developed humanoid robot "Suyuan" [2][4] - The company aims to become a leading provider of humanoid robot products and solutions in vertical industries, leveraging its experience in intelligent manufacturing and diverse industrial scenarios [2][9] Product Launch - The humanoid robot "Suyuan" stands 167 cm tall, weighs 50 kg, and features 38 degrees of freedom, allowing for high flexibility and coordination in various industrial environments [4][5] - "Suyuan" can walk at a speed of 5 km/h, carry loads of up to 10 kg, and has a single-arm load capacity of 2 kg, making it suitable for tasks such as handling and assembly [4][5] - Equipped with laser radar and dual cameras, "Suyuan" has autonomous navigation capabilities and a processing power of 275 TOPS, enabling efficient data processing and human-robot interaction [4][5] Industrial Applications - "Suyuan" has successfully completed box handling tasks by utilizing visual recognition algorithms and multi-joint collaborative control, significantly enhancing warehouse operational efficiency [5] - Shanghai Electric plans to expand its intelligent solutions for diverse industrial scenarios, focusing on human-machine and machine-machine collaboration [5][9] Technological Innovations - The dual-arm robot "Lingke" was showcased at the WAIC, representing Shanghai Electric's advancements in industrial skill training for robots [7][8] - "Lingke" enhances worker efficiency by performing high-precision tasks and collaborating with other robots, achieving over five times the efficiency compared to traditional manual labor [8] - The robot employs a data-intelligent terminal for a closed-loop technology that continuously improves operational precision and adaptability through real-time data collection and model training [8] Industry Positioning - Shanghai Electric has established a complete industrial chain covering upstream key components, midstream robot bodies, and downstream application scenarios, facilitating the integration of embodied intelligent robots with traditional manufacturing equipment [9][10] - The company collaborates with over 30 authoritative institutions to develop global standards for industrial artificial intelligence, aiming to drive the intelligent transformation of the manufacturing industry [10]