具身智能爆发前夜，人形机器人产业驶入快车道 2025-08-26 具身智能爆发前夜，人形机器人产业驶入快车道 原创 来觅研究院 RimeData 来觅数据 撰稿 梁秋兰 2025-08-26 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。 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 ...

Investment Rating - The report maintains an "Outperform" rating for several key companies in the robotics sector, indicating an expected return above 10% over the next 12 months [7]. Core Insights - The World Artificial Intelligence Conference showcased over 3,000 cutting-edge exhibits, highlighting advancements in humanoid robots capable of performing human-like tasks [1]. - Companies like Zhiyuan and Yushu Technology are focusing on commercializing their robotic products, with plans for regular updates and a strong emphasis on understanding customer needs [1][2]. - The report identifies upcoming events, such as the World Robot Conference and the Optimus Gen 3 launch, as catalysts for further interest and investment in the robotics sector [4][6]. Summary by Sections High-end Manufacturing - The World Artificial Intelligence Conference featured over 800 companies and emphasized the increasing capabilities of robots in executing human-like behaviors [1]. - Zhiyuan's strategy includes regular updates to their robot models and a focus on aligning technology with customer applications [1]. - Yushu Technology introduced its third-generation humanoid robot, R1, targeting AI developers and educational institutions, showcasing its competitive edge in robotic movement [2]. Company Dynamics - Fourier and InTime Robotics presented new products aimed at enhancing human-robot interaction and multi-modal perception capabilities [3]. - Midea Group is advancing its "home appliance robot" initiative, integrating robotics into its product lines, with plans for market entry by 2025 [3]. Market Outlook - The report highlights the anticipated production of Tesla's Optimus Gen 3, with a target of over 1 million units by 2030, indicating strong market potential for humanoid robots [4]. - Increased orders in the robotics supply chain are expected to provide updates in mid-August, further supporting the positive outlook for the sector [4]. - Preferred investment targets include companies specializing in gears, actuators, and overall robotics manufacturing, with a cautionary note on potential profit-taking pressures in the short term [4]. Valuation Table - The report includes a valuation table for key Chinese robotics companies, indicating expected price targets and growth rates for 2025, with several companies rated as "Outperform" [5].