首届智元机器人合作伙伴大会：8 月21 日，智元机器人在上海以「与智同行 共启新元」为主题举办首 届智元机器人合作伙伴大会，展示公司在产品、技术、商业、生态、资本的全链条布局，加速具身智能 商业化进程，推动行业从「技术探索」迈向「规模化商业应用」。 2025 年合作伙伴政策将分层次向优质伙伴直接输送高端资源。 公司已与上市公司合资创立机器人企业，并投资覆盖研发、制造、组装、代工的上中下游企业。未来目 标三年部署10 万台+通用机器人，支持100+自主任务，构建开放生态。智元将持续全球合作，使具身智 能机器人成为新质生产力。 构建生态系统：在策略发布中，智元机器人董事长兼CEO 邓泰华强调2025 年是身智能的转折点，将成 为继手机、汽车后的「未来智能终端」。公司策略聚焦于量产通用人形机器人、构建强协同的全栈软硬 件平台、拓展工业/商业/家庭场景。关键的生态共建会通过三方面实现：开源中间件（AimRT）、数据 集及「灵渠OS」系统；推动产业协同的「一体化战略」；启动「智元计划A」三年孵化50+早期项目， 构建千亿规模生态。 「1+3」战略与产品发布：CTO 彭志辉提出「1+3」全栈技术战略： 一个机器人本体， ...

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 导读： 2025年8月14日至8月17日，全球首个以人形机器人为参赛主体的综合性竞技赛事——2025世界人形机器人运动会在北京国家速滑 馆"冰丝带"举行。这场盛会不仅是人形机器人技术实力的集中展示，也是人形机器人从实验室走向规模化应用的重要里程碑。8月21日，智 元机器人在上海举办以"与智同行 共启新元"为主题的首届合作伙伴大会，全面展现其在机器人领域的全链条布局。这些事件，延续了运动 会的热度，也从产业生态和商业化落地的角度，为行业的发展注入了新的动能与想象空间 。 01 人形机器人技术进展 2025世界人形机器人运动会作为全球首个以人形机器人为参赛主体的综合性竞技赛事，其规模和影响力均创下历史性纪录。此次大赛设置26个赛项，涵盖 竞技赛、表演赛和场景赛等类别，共有来自16个国家的500余台人形机器人参与角逐。 从技术方面看，本届运动会实现了多项突破性进展。其中，在100米短跑项目中，北京人形机器人创新中心研发的"天工Ultra"人形机器人以21.50秒的成绩 夺冠，成为全球首个人形机器人"百 ...

Core Viewpoint - The article discusses the launch of the "LinkCraft" platform by ZhiYuan Robotics, which aims to lower the barriers for secondary development of robots, allowing creators to easily program and customize robot actions without requiring extensive technical knowledge [1][5][6]. Group 1: Platform Overview - LinkCraft is positioned as an AI-powered platform for creators and developers, enabling robots to express themselves like humans and allowing creators to direct robot actions freely [7]. - The platform simplifies the process of programming robots by providing modular tools for action customization, reducing the complexity previously associated with robot programming [10][11]. Group 2: Features and Functionality - Users can select from a library of standardized actions or upload videos of human movements, which the AI will then convert into robot actions [20][21]. - The platform allows for real-time preview and adjustment of robot actions, making it user-friendly and accessible to non-experts [16][22]. - LinkCraft can analyze audio inputs to generate corresponding robot actions based on the emotional tone of the audio [24]. - Users can input text to generate speech and specify corresponding actions for the robot, enabling a more interactive performance [26]. Group 3: Future Developments - The beta version of LinkCraft is set to launch in October, with plans to expand compatibility to more hardware devices beyond the current humanoid robot, Lingxi X2 [14][13]. - A new prototype robot, Lingxi X2-W, was showcased, featuring advanced capabilities and compact design [27][29].

以全链条布局加速具身智能商用落地。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 智元机器人首届合作伙伴大会 于 8月21日 在上海举办。 智元机器人董事长兼 CEO邓泰华 在开场演讲中 提出，全球正处于 "具身智能大爆发的前夜"，人工 智能正加速朝着AGI（Artificial General Intelligence，通用人工智能）迈进，2025年具身智能机 器人将迎来商用发展的拐点，最终成为继手机和汽车之后的"下一代海量智能终端"。 邓泰华 进一步指出， 智元机器人以通用量产人形机器人为牵引目标，着力打造强智能、易协作的软 硬件全栈平台，梯次推进工业、商业和家居商用场景的落地，最终构建通用智能机器平台的应用生 态。 目前， 围绕 "一体三智"持续构建核心产品竞争力，智元机器人实现了业界唯一的全系列全场景产品 布局，并构建了本体-小脑-大脑软硬全栈技术布局。 在商业运营方面，通过不断强化产品能力，梯 次推进适用于不同场景的产品落地，逐步实现跨领域规模商用，在保持强劲业务发展势头的同时，持 续突破高质量大客户群。 此外， 邓泰华着重强调 了 ...

Core Viewpoint - The robot concept stocks have experienced a significant surge, with over 40 related stocks hitting the daily limit or rising more than 10% on August 18, indicating a robust market interest and potential growth in the robotics industry [1][3]. Group 1: Market Performance - On August 18, stocks such as Xiangming Intelligent, Qiangrui Technology, and Zhongke Haixun saw a daily limit increase of 20%, while many others also performed strongly, contributing to a historical high for the Wind Robot Index and the Tongdaxin "Robot Concept" Index [1][3]. - The overall trend since late June shows a continuous rise in robot concept stocks, reflecting growing investor confidence in the sector [3]. Group 2: Product Launches - Zhiyuan Robotics announced the launch of its entire product line, including six major product categories, marking its full entry into the commercialization phase [1][6]. - The pricing for various humanoid robots has been set, with models like the Yuanzheng A2 priced at 168,000 yuan and the Lingxi X2 at 98,000 yuan, indicating a diverse product offering aimed at different market segments [6]. Group 3: Industry Events - The 2025 World Humanoid Robot Games concluded on August 17, showcasing the advancements in robot performance across various tasks, which has garnered significant attention and is expected to drive further industry development [1][6]. - The event featured 280 teams from 16 countries competing in 26 events, highlighting the global interest and competitive nature of the humanoid robotics field [6]. Group 4: Technological Advancements - Analysts noted significant improvements in humanoid robots' stability, joint performance, control algorithms, and overall capabilities compared to earlier in the year, suggesting accelerated industry development [9][10]. - The performance of robots in competitive scenarios, such as the 1500-meter race completed in 6 minutes and 34 seconds, demonstrates advancements in speed and control, indicating a leap in technology [9][10]. Group 5: Future Outlook - The humanoid robot industry is projected to see a cumulative global demand of approximately 2 million units by 2030, with current developments marking a critical breakthrough phase [10]. - The trend towards lightweight designs is expected to enhance humanoid robots' performance and safety, presenting investment opportunities in the related supply chains [10][11].

Group 1: Core Insights - The 2025 World Artificial Intelligence Conference showcased significant advancements in humanoid robots, with over 150 humanoid robots displayed, marking the largest concentration of such technology in China to date [3][4]. - The exhibition featured a record-breaking area of over 70,000 square meters, with participation from over 800 companies and the unveiling of more than 3,000 cutting-edge exhibits, including over 60 types of intelligent robots [4][5]. Group 2: Technological Advancements - Humanoid robots are increasingly autonomous due to advancements in large model capabilities, such as the Lingxi X2, which can understand complex queries and make decisions based on its battery status [5][6]. - Companies like Tencent are developing embodied large models to enhance robot intelligence, enabling them to understand their environment and perform complex tasks [6]. - Improvements in motion capabilities have been noted, with robots like the G1 combat robot demonstrating advanced agility and balance [6][7]. - The integration of cross-modal sensing and fine manipulation has been enhanced, allowing robots to perform intricate tasks like egg carving and collaborative work with other robots [7]. Group 3: Commercialization Progress - The application scenarios for humanoid robots are expanding, with developments in industrial, medical, and commercial service sectors, such as logistics and rehabilitation [8][9]. - Several companies have announced mass production plans for humanoid robots, indicating a shift from technology validation to large-scale production [9][11]. - Significant commercial orders have been secured, including a notable 120 million yuan project for humanoid robot manufacturing, highlighting the commercial viability of these technologies [12]. Group 4: Investment Dynamics - The humanoid robot sector has seen over 80 financing cases since 2025, with total investments exceeding 10 billion yuan, primarily in early-stage funding [15][17]. - Diverse capital participation includes strategic investments from industry leaders and local government funds aimed at fostering regional industrial clusters [15][17]. - The IPO landscape is becoming more active, with companies like Yushutech initiating IPO processes, which is expected to attract further investment into the humanoid robot sector [15][17].

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in humanoid robots, indicating a pivotal shift from laboratory experiments to large-scale applications in the coming years [1][5] - The Chinese robotics industry is experiencing rapid iteration, with a notable increase in financing events for humanoid robots in the first half of 2025, surpassing the total for the previous year [1][5] Group 1: Technological Advancements - Humanoid robots have shown qualitative improvements in movement precision and task completion compared to previous years, with capabilities such as flexible navigation in complex terrains and more fluid grasping actions [1][5] - The integration of AI large models with robotic systems has enhanced their operational capabilities, allowing for real-time decision-making and improved adaptability to various environments [6][7] - Companies like Magic Atom and Beijing Humanoid Robot Innovation Center are demonstrating advanced collaborative capabilities among robots, enabling them to communicate and execute tasks autonomously [6][7] Group 2: Market Dynamics - The financing landscape for humanoid robots is expanding, with leading companies like Yushu Technology and Zhiyuan Robotics securing significant contracts, indicating a growing market demand [5][7] - The industry is witnessing a clear differentiation among companies, with those unable to achieve "intelligent closed-loop + mass production capability" facing potential risks of elimination [7][8] - The ongoing investment boom in the humanoid robot sector is expected to continue, driven by the increasing recognition of their practical applications and market potential [7][8] Group 3: Application Scenarios - Humanoid robots are being deployed in diverse fields, including industrial tasks, education, and rehabilitation, showcasing their versatility and potential for real-world applications [2][4] - The introduction of interactive robots designed for rehabilitation and emotional companionship reflects a growing focus on human-robot interaction and care [4][7] - The advancements in quadruped robots, which have been operational in practical scenarios longer than humanoid robots, highlight the broader applicability of robotic technology across various sectors [5][6]

Group 1 - The core viewpoint is that the home scenario represents a trillion-dollar market for the robotics industry, but there are high requirements for safety, cost, and skills, necessitating a gradual approach to development [1] - The company showcased its robot family at the 2025 World Artificial Intelligence Conference, with a 300 square meter booth featuring various models demonstrating "movement, interaction, and operation" across different scenarios [1] - The company has two representative clients: a collaboration with China Mobile to create a humanoid bipedal robot for exhibition guidance, and a partnership with Chery in the automotive sector [2] Group 2 - The company received numerous orders for intelligent embodied robots after a live broadcast of factory operations, with these orders primarily in the tens of millions, focusing on tasks like container transfer [2] - The company follows a "first easy, then difficult" principle in scene implementation, starting with simpler tasks like container transfer before tackling more complex scenarios like material sorting [2] - The core of embodied intelligence is "full-stack capability," integrating hardware, algorithms, and scene fusion, which is essential for enhancing robot capabilities [3] Group 3 - The company aims to accumulate data from industrial scenarios to iterate algorithms, eventually penetrating the home market, with initial tasks including light household chores like collecting clothes and making beds [2][3] - The company emphasizes that if a robot priced at 100,000 yuan can only perform one task at home, users will not be willing to purchase it, highlighting the need for multifunctionality [3] - The company plans to open the function for users to summon robots via mobile phones, with significant progress expected from this year onward [2]

Core Viewpoint - The humanoid robot industry is experiencing significant movements, with a focus on commercialization and technological advancements leading to a potential boom in applications by 2025 [2][8]. Group 1: Market Movements - On July 28, humanoid robot concept stocks saw collective surges, with leading stock Upwind New Materials hitting a daily limit up of 20%, and other stocks like Shenghong Technology and Guangdian Co. also showing substantial gains [4][10]. - Since early July, Upwind New Materials has seen a cumulative increase of nearly 920% [2]. Group 2: Technological Developments - At the WAIC 2025, various companies showcased their latest humanoid robots, including Yushu Technology's G1 combat robot, which features 29 flexible joints and an intelligent balance algorithm [4][5]. - The event highlighted the transition of humanoid robots from mere demonstrations to practical applications capable of solving real-world problems [8]. Group 3: Material Innovations - PEEK (Polyether Ether Ketone) material stocks also experienced a rise, with a sector index increase of over 4% on July 28, driven by its lightweight and high-performance characteristics [10][11]. - PEEK is recognized for its excellent mechanical properties, high-temperature resistance, and corrosion resistance, making it an ideal candidate for reducing the weight of humanoid robots, thereby enhancing their mobility and energy efficiency [10][11]. Group 4: Future Prospects - The humanoid robot sector is expected to benefit from advancements in PEEK materials, which can significantly lower energy consumption and maintenance costs while maintaining strength and rigidity [11][12]. - The integration of humanoid robots with artificial intelligence (AI) technologies is seen as a promising avenue for future development, with companies like Tesla leveraging shared AI resources for enhanced functionality [8].

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) held in Shanghai focused on humanoid robots, showcasing the complete industrial chain from core technologies to embodied intelligent products, indicating significant investment opportunities in this sector [1][4]. Group 1: Humanoid Robot Innovations - Numerous companies such as Magic Atom, Zhiyuan, Yuzhu, and Leju showcased their latest humanoid robots and technologies, including Zhiyuan's Expedition A2 and MagicBotZ1, which features high-performance joint modules and advanced movement capabilities [2][3]. - The exhibition highlighted the continuous iteration of humanoid robot technologies, with companies actively promoting industrialization [2]. Group 2: Core Component Technologies - The maturity of core component technologies, including reducers, screws, motors, sensors, and joint modules, is crucial for the mass production of robots. Companies like Hechuan Technology and Dase Intelligent presented their innovative solutions [3]. - The domestic supply chain is becoming increasingly complete, supported by advancements in manufacturing processes and cost reductions, facilitating the mass production of humanoid robots [3]. Group 3: AGI and Humanoid Robots - Humanoid robots are seen as ideal carriers for Artificial General Intelligence (AGI), combining hardware and scene interaction. Companies like Tesla leverage shared AI resources for their humanoid robots, creating a synergistic ecosystem [4]. - The exhibition featured significant advancements in computing power and large model progress from companies like Tencent, JD.com, SenseTime, and Huawei, highlighting the advantages of a comprehensive domestic hardware and software ecosystem [4].