Group 1 - The robot industry ETF (159551) saw a net inflow of 18 million units, indicating strong investor interest in robot assets [1] - Elon Musk announced that Tesla will hold internal meetings focusing on AI/autonomous driving systems, the production plan for the Optimus robot, and vehicle production and delivery [1] - The UK startup Humanoid launched the HMND 01 Alpha, the country's first humanoid robot for industrial applications, which is 220 cm tall, can move at a speed of 7.2 km/h, and carry over 15 kg [1] Group 2 - Domestic companies are advancing robot technology, collaboration, and open-source initiatives, while Japanese companies plan to mass-produce spherical gears by 2027 [2] - Jushi Electronics released an AI head assembly for robots and a global controller based on NVIDIA's Jetson Thor, significantly enhancing performance [2] - The humanoid robot industry is rapidly iterating products and exploring large-scale production and commercial applications, potentially opening up broader market opportunities beyond the automotive sector [2] Group 3 - The robot industry ETF (159551) tracks the robot index (H30590), which selects listed companies involved in the research, manufacturing, and software solutions for industrial and service robots [3] - The index reflects the growth potential and market dynamics of the robot technology and automation equipment sector [3] - Investors without stock accounts can consider the Guotai Zhongzheng Robot ETF linked funds (020289 and 020290) [3]

以下文章来源于机器人技术与应用 ，作者唐 机器人技术与应用 . 传播企业信息和市场行情，交流业内创新成果，推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息，促进企业转型升级，搭建产学研交流平台。 • 精密行星齿轮减速器 优点：体积小、承载强、成本低； 短板：单级减速比小，需定期维护，精度有限。 • 谐波减速器 齿轮 ——工业文明的"血脉"，自工业革命以来便默默支撑着机械传动的每一个角落。然而，数百年来，其基本形 态始终未能突破"单轴旋转"的物理限制。 近日，日本综合商社兼松（ Kanematsu）宣布，最早将于2027年实现球形齿轮的全球首次量产。 受托生产这种齿轮的兄弟工业旗下的齿轮巨头 NISSEI（爱知县安城市）最近确立了量产工艺，并开始着手研发具 体的设备零部件。这一革命性技术由山形大学多田隈理一郎教授团队研发，不仅打破了传统齿轮的运动边界，更 可能彻底改变人形机器人、航空航天、精密设备等领域的机械设计逻辑。 ▎传统减速器的技术 短板 尽管传统减速器在工业中广泛应用，但其局限性日益凸显： 优点：结构紧凑、传动精度高； 短板：承载能力弱、寿命短、成本高。 • RV减速器 优点：刚性高 ...

Core Viewpoint - The article discusses the development and potential applications of a new spherical gear, which allows for 360-degree rotation in multiple directions, promising to reduce the number of components in machinery and improve efficiency in various industries [2][4][5]. Group 1: Development and Production - Kanematsu, in collaboration with Yamagata University, is set to mass-produce spherical gears globally for the first time by 2027 [2]. - NISSEI, a subsidiary of Brother Industries, has established a stable production process for spherical gears and is in discussions with about three companies to promote their adoption in industrial and precision equipment [4]. - Kanematsu has obtained exclusive rights to produce and sell spherical gears from Yamagata University and has signed a sub-license agreement with NISSEI for production and sales [4]. Group 2: Technical Advantages - Spherical gears consist of three components, allowing for a significant reduction in the number of parts needed for machinery, which can lead to lighter and more efficient designs [5]. - The transition from resin to metal materials for spherical gears has greatly enhanced their durability, making them suitable for industrial applications [4]. Group 3: Potential Applications - Spherical gears are expected to be used in humanoid robots, enabling more human-like movements, and in drones for 360-degree camera installations [7]. - In space applications, spherical gears could improve energy efficiency and reduce failure risks, particularly in solar panels for satellites [7]. - The gears may also find applications in the chemical and pharmaceutical research sectors, allowing for precise control of rotation speed and direction [7]. Group 4: Market Outlook - The global gear market is projected to reach $222.1 billion by 2025, with a 32% growth expected by 2030, driven by increased demand in automotive components and wind power generation [7]. - Kanematsu and NISSEI are currently focused on developing gears for various applications, but there may be production capacity challenges if demand expands into larger markets like automotive transmission systems [8].