【环球网科技综合报道】2月9日，2024年度浙江省科学技术奖获奖名单正式公布，云深处科技的项目"复杂场景四足机器人关键技术及产业化"，荣获浙江省 科学技术进步奖一等奖。获奖项目由云深处科技牵头，联合浙江大学、卧龙电驱、中电科第二十一研究所、国网智能、浙江工业大学、国网浙江超高压分公 司共同申报。 高自适应运动控制：突破复杂地形下的高灵巧运动控制技术，赋予机器人在非结构化地形中稳健行走、灵活越障的能力；自主感知与智能决策：开发面向复 杂场景的自主感知、精准理解与自主规划技术，显著提升机器人在弱光、无光、烟雾等感知受限环境下的自主导航能力；全时全效防护整机设计：创新性地 开发了面向多场景应用的整机防护技术，确保机器人能够在恶劣工况下长期稳定运行，为实战应用提供坚实保障。 这一系列技术成果已成功应用于云深处科技"绝影"系列等多款四足机器人产品中，广泛落地于电力巡检、应急救援、安防巡逻、科研教育等多个关键领域， 并实现出口海外，展现了强大的商业化落地能力。 项目实施以来，已在学术研究、标准制定、经济效益等方面取得显著成效。截至2024年底，团队累计获得授权发明专利82项，发表高水平论文39篇，并牵头 制定国家标准1项 ...

Group 1 - The humanoid robot sector is experiencing significant activity, with the Yush Robot Index rising by 3.14% and several companies, including Yush Technology and Longsheng Bearing, achieving maximum daily gains [1] - A major procurement announcement from China Mobile revealed that Zhiyuan Robotics and Yush Technology won a contract for humanoid biped robot manufacturing services, totaling 124 million yuan, marking the highest single procurement in China's humanoid robot sector [1] - Investment in the humanoid robot field is accelerating, with companies like Xinghai Tu and Beijing Xingdong Jiyuan completing significant funding rounds, contributing to a total financing amount exceeding 23 billion yuan in the first five months of the year [1] Group 2 - Fund products from Fangzheng Fubon, such as Fangzheng Fubon Xinhong Flexible Allocation Mixed Fund and Fangzheng Fubon Technology Innovation Mixed Fund, are heavily invested in the humanoid robot sector, showing strong performance in their top holdings [2] - For instance, Fangzheng Fubon Xinhong's top holdings, including Shuanglin Co. and Zhenyu Technology, saw gains exceeding 5%, while the fund itself achieved a net value increase of 18.68% over the past six months [2] Group 3 - In the automotive sector, UBTECH's WalkerS series humanoid robots are being utilized by major manufacturers like NIO and BYD for quality inspection and labeling tasks, contributing to automation in parts warehousing [3] - In the pharmaceutical industry, Yuejiang has partnered with Yaoshibang to explore smart solutions across various applications, including drug research and delivery [3] - The infrastructure inspection sector is benefiting from the deployment of Yunshen's "Jueying" quadruped robots in Singapore's national grid, enhancing inspection efficiency and safety [3]

Group 1 - The core viewpoint of the article highlights the increasing integration of robotics in various industries, including automotive, pharmaceuticals, and infrastructure inspection, showcasing the potential for automation and efficiency improvements [1] - In the automotive sector, UBTECH's WalkerS series humanoid robots have been adopted by several car manufacturers such as NIO, BYD, and Audi FAW for tasks like quality inspection and labeling, contributing to the automation of parts warehousing processes [1] - In the pharmaceutical field, YUEJIANG has signed a strategic cooperation agreement with Yaoshi Bang to explore smart solutions across the entire pharmaceutical supply chain, including research and development, warehousing, distribution, retail, and medication services [1] Group 2 - In infrastructure inspection, the "Jueying" series quadruped robots from YUNSHENCHU have been deployed in Singapore's national grid power tunnels for autonomous inspection tasks, enhancing inspection efficiency and safety [1] - The Lingxi X2 humanoid robot launched by Zhiyuan Robotics features multimodal interaction capabilities and has been applied in exhibition explanations and entertainment performances, demonstrating the potential of humanoid robots in the service industry [1] - The Robot Industry ETF (159551) closely tracks the CSI Robot Index, which selects listed companies related to robotics, providing investors with a convenient tool to invest in the robotics industry [1]

Investment Rating - The report maintains an "Accumulate" rating for the mechanical equipment industry [1] Core Insights - The recent order of 124 million yuan for humanoid robots from China Mobile marks a significant step in the commercialization of humanoid robots, with Zhiyuan winning 78 million yuan for a full-size humanoid package and Yushun winning 46.05 million yuan for a smaller humanoid package [1] - Both Zhiyuan and Yushun have secured multiple large orders since 2025, indicating a growing trend in the humanoid robot market, particularly in performance display and data collection applications [2] - Yushun's recent C-round financing led by a fund from China Mobile, with a pre-financing valuation exceeding 10 billion yuan, highlights the increasing investment interest in the robotics industry [3] - The acceleration of robot commercialization is evident in various sectors, including automotive, pharmaceuticals, and infrastructure inspection, with notable applications in quality inspection, logistics, and service industries [4] Summary by Sections - **Recent Orders**: China Mobile's 124 million yuan order for humanoid robots, with Zhiyuan and Yushun as the main winners [1] - **Market Activity**: Yushun and Zhiyuan have secured several significant contracts in 2025, showcasing the initial commercialization of humanoid robots [2] - **Investment Trends**: Yushun's C-round financing led by China Mobile's fund, indicating strong market confidence and potential leadership in humanoid robot commercialization [3] - **Application Expansion**: Robots are being integrated into various industries, enhancing efficiency and safety, with expectations for further application expansion as intelligence improves [4] - **Investment Recommendations**: The report suggests focusing on the supply chain of Zhiyuan and Yushun, including companies like Green Harmonics, Zhongdali De, and others [5]