全新人形机器人DR02发布，首次获得 IP66 防护等级，就是说，不仅防尘防雨： 甚至直接大水漫灌也没再怕的。 看来，终于可以给机器人洗澡了。（doge） DR02：云深处的二代人形机器人 作为云深处的第二款人形机器人，DR02此次主要有四个方面的升级。 最大的看点当属防水了。 Jay 发自 凹非寺 量子位 | 公众号 QbitAI 杭州六小龙之一的云深处，率先把 人形机器人户外作业能力 拉满了。 DR02是 全球首款具备IP66防护等级 的行业级人形机器，即便在户外淋雨、潮湿、粉尘等复杂环境下依旧能够稳定运行。 对强调"全天候作业"的DR02来说，这是硬本领，也是其能在户外规模化落地的前提。 除了整机防尘防水，DR02在环境适应性上也全面强化。 DR02支持 -20℃至55℃的宽温运行范围 ，可在低温冷库与高温车间之间无缝切换。 在运动性能上，DR02可应对多种复杂地形，能够承担货物搬运、应急物资传递等作业任务。 这样做的好处有两点： 一方面， 维修更快，停机时间更短 。 得益于多年深耕安防与应急救援等户外领域，云深处打通了从 电机密封、结构封装、散热通道、到防尘防腐材料 的完整工程体系，还形成 了一套经过 ...

本报记者 吴文婧 9月24日至9月26日，以"云智一体·碳硅共生"为主题的2025云栖大会在杭州举行，此次大会全景呈现了 从基础设施、大模型到Agent（智能体）和具身智能的AI技术演进与产业落地。 走进2025云栖大会的前沿应用馆，一个身高170cm、深黑色的人形机器人迅速吸引了记者的目光：它配 置有全方位感知系统，能在工业场景中灵活获取环境信息并做出实时响应。这是宁波均普智能制造股份 有限公司（以下简称"均普智能"）推出的具身智能机器人"贾维斯2.0"。 据悉，此次大会共有200余家企业带来了最新AI终端与Agent应用案例——从工业化落地到商业模式创 新，全面展示了AI渗透制造、物流、商业、设计等领域的最新成果。 除了工业化场景的有效落地，AI在商业模式构建上的探索同样引人注目。此次大会，多款企业级Agent 产品和AI视觉化终端集中亮相，让人直观感受到人工智能如何参与企业运营、推动商业创新。 在"AI云·加速服务创新"展区，神州数码集团股份有限公司（以下简称"神州数码"）带来了"神州问学"企 业级Agent平台。神州数码的一名工作人员向《证券日报》记者介绍称："'神州问学'主要优势在于能够 更快构建企 ...

Core Insights - The 2025 Yunqi Conference in Hangzhou focuses on "Cloud Intelligence Integration and Carbon-Silicon Symbiosis," featuring three main forums and over 110 discussion topics [1] - Alibaba's CEO, Wu Yongming, emphasized that the realization of Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) [1][2] Group 1: AI Development and Strategy - Wu outlined a three-phase evolution route to ASI: "Intelligent Emergence," "Autonomous Action," and "Self-Iteration," highlighting the current phase as AI assisting humans [2] - Alibaba is investing 380 billion yuan (approximately $53 billion) over three years in AI infrastructure, with plans to increase energy consumption at global data centers by tenfold by 2032 compared to 2022 [2] - Alibaba Cloud announced the launch of seven large model technology products covering various fields, including language and vision models [2] Group 2: Global Infrastructure Expansion - Alibaba Cloud is expanding its global infrastructure by establishing new cloud computing nodes in Brazil, France, and the Netherlands, and expanding data centers in Mexico, Japan, South Korea, Malaysia, and Dubai [3] - The company currently operates 91 availability zones across 29 regions, making it the largest cloud service provider in China and the Asia-Pacific [4] Group 3: AI Applications and Collaborations - Alibaba Cloud partnered with NVIDIA in the Physical AI sector to integrate NVIDIA's software stack, enhancing services for enterprise users in data preprocessing and simulation [5] - The conference showcased numerous companies specializing in embodied intelligence, with a significant increase in audience engagement [6] - Companies like YuShu Technology and YuanLi Unlimited presented their latest robotic products, demonstrating practical applications of AI in various sectors [6][7]

Group 1 - The 2025 Yunqi Conference showcased the quadruped robot matrix from Yundongchu Technology, featuring core products such as the Jueying X30, Shancat M20, and Jueying Lite3, demonstrating their advanced motion capabilities through various interactive formats [1] - The Jueying X30 robot performed a complete autonomous inspection process in a simulated substation environment, showcasing its ability to navigate, collect data, generate reports, and recharge without human intervention, highlighting the full-cycle intelligent management capabilities of its "Smart Inspection System" [1] - The deployment of the Jueying X30 solution in substations has improved inspection accuracy by over 95%, significantly reducing safety risks and operational costs, thus driving the smart transformation of the power industry [1] Group 2 - The Shancat M20 robot demonstrated exceptional agility by performing complex tasks such as climbing stairs and executing precise movements, showcasing its strong adaptability and high-precision motion control [2] - The hardware design of the Shancat M20 includes multiple expansion interfaces, allowing for the addition of specialized equipment like infrared thermal imagers and gas detectors, making it suitable for various operational needs [2] - The exhibition at the Yunqi Conference illustrated the "carbon-silicon symbiosis" concept, emphasizing the transition of AI technology from virtual models to real industrial applications, promoting a new productivity model where robots handle hazardous and repetitive tasks while humans focus on decision-making and innovation [2]

Core Insights - The focus of the WAIC and WRC this year is on practical applications of robotics, moving away from mere demonstrations of capabilities to real-world tasks such as sorting on production lines and retail operations [3][12][19] - The emergence of embodied intelligence is highlighted, with many companies showcasing robots that can interact and perform complex tasks, indicating a significant advancement in the field [6][8][21] Group 1: Event Highlights - The WAIC featured 80 companies focused on embodied intelligence, showcasing robots like boxing humanoids and agile quadrupeds [3][6] - At the WRC, robots demonstrated various skills, including delivering goods and engaging in interactive games, emphasizing their practical utility [3][8] - Companies like Yushutech and Zhiyuan Robotics attracted attention with their advanced humanoid robots capable of complex movements and interactions [6][9] Group 2: Technological Advancements - The integration of large models and high-precision dynamic performance has expanded the application scenarios for robots [5] - Companies are focusing on enhancing the realism and emotional engagement of robots through advanced expression simulation and sensory technologies [21][24] - The development of versatile robotic hands and components is crucial for the overall functionality of humanoid robots, with several companies showcasing innovative designs [30][31] Group 3: Industry Trends - The trend towards a diverse product ecosystem is evident, with companies developing a wide range of robots for various applications, from industrial to service sectors [28] - The industry is witnessing a deepening of the supply chain, with a focus on collaborative technologies and shared innovations among manufacturers [29] - The commercialization of robots in retail and service industries is progressing, with several companies demonstrating robots capable of performing specific tasks in real-world environments [18][19]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) concluded with significant participation, featuring over 1,500 experts from more than 70 countries and regions, and 800 companies, indicating growing interest in AI technologies [1][2] - Key trends highlighted include the pervasive integration of generative AI across various sectors, advancements in computing power, enhanced capabilities of robots, and significant progress in Robotaxi technology [3][4] Generative AI Developments - Generative AI is becoming ubiquitous, moving beyond simple applications to industrial, medical, and transportation sectors [3] - New models, such as the Step 3 from Jieyue Star, demonstrate significant advancements with 321 billion parameters, enhancing efficiency and reducing computational costs [4] - MiniMax introduced a full-stack intelligent agent capable of executing tasks autonomously, showcasing rapid iteration and competitive dynamics in the sector [4] Safety and Security Innovations - AI security technologies, such as those from Hehe Information, can identify deepfakes in milliseconds, crucial for finance and government sectors [5] - Baidu showcased a comprehensive application generation pipeline, enabling users to create functional applications rapidly [5] Computing Power Advancements - Domestic GPU manufacturers showcased significant advancements, with Huawei's CloudMatrix 384 super node achieving 300 PFlops of computing power [9][11] - The focus has shifted from single-card performance to overall efficiency and cost-effectiveness in AI applications [12][14] Robotics Evolution - Robots are evolving from basic functionalities to performing complex tasks, including emotional interactions and practical applications in various fields [15][21] - Companies like Qianxun Intelligent and Fuliye Intelligent are demonstrating robots capable of performing intricate movements and providing companionship in healthcare settings [15][16] Autonomous Driving Innovations - The WAIC featured practical demonstrations of Robotaxi technology, with companies like Xiaoma Zhixing and Baidu showcasing their autonomous vehicles navigating real traffic [22][24] - The Shanghai government announced plans to enhance autonomous driving infrastructure, aiming for significant passenger and cargo transport by 2027 [27]

Core Viewpoint - The article discusses the transition of the robotics industry from conceptual demonstrations to practical applications, highlighting the distinction between genuine market needs and superficial demands in the context of the World Artificial Intelligence Conference (WAIC) 2025 [1][9]. Group 1: Robotics Applications and Market Trends - At WAIC, various robots showcased their capabilities in tasks such as egg peeling, beverage preparation, and maintenance, indicating a shift towards practical applications [3][10]. - The number of participating robotics companies increased significantly from around a dozen last year to over sixty this year, reflecting growing interest and development in the sector [4]. - The focus on "task-oriented" robots is evident, with companies like Qianlong Intelligent emphasizing the importance of robots having clear functional boundaries for effective deployment [5][16]. Group 2: Technical Challenges and Innovations - The transition to open operational environments poses significant technical challenges, as robots must adapt to dynamic surroundings that can disrupt their workflows [4][14]. - Companies are increasingly investing in specialized robots for industrial applications, with 4 out of 10 new products at WAIC targeting industrial manufacturing and inspection needs [13]. - Innovations such as the four-armed humanoid robot with 52 degrees of freedom and advanced sensory capabilities are being developed to enhance operational efficiency in industrial settings [13][18]. Group 3: Future Directions and Market Potential - The robotics industry is expected to expand from industrial applications to service sectors and eventually into household environments, indicating a broadening scope for robotic integration [16][17]. - The introduction of platforms like Genie Envisioner aims to provide comprehensive solutions for robotic capabilities, enhancing their ability to interact with real-world scenarios [17]. - The market for robotics remains vast, with opportunities for growth despite some product homogeneity, as companies continue to innovate and address diverse needs across various sectors [17].

Core Viewpoint - DEEP Robotics showcases its advancements in embodied intelligent robots and practical applications at WAIC 2025, highlighting its leadership in technology breakthroughs and real-world applications [2] Group 1: Industry Application - DEEP Robotics creates a demonstration area at the exhibition to realistically replicate the electric power inspection scenario, showcasing the practical capabilities of its quadruped robots in industrial settings [3] - The simulated electric power inspection process is managed by DEEP Robotics' self-developed "Intelligent Inspection System," which maintains an accuracy rate of over 95% through intelligent recognition and self-correction technology [5] - The Intelligent Inspection System can autonomously conduct inspections and return even in the event of network disconnection, significantly enhancing inspection efficiency and quality across large areas [5] Group 2: Product Matrix - DEEP Robotics presents a diverse product matrix covering multiple scenarios, including the latest advancements in key technologies such as intelligent perception, interaction, and motion control, featuring products like the Jueying Lite3 and flagship quadruped robot Jueying X30 [6] - The company's products and solutions have been successfully implemented in over 600 industry application projects across 44 countries and regions globally, covering various fields such as construction surveying, industrial operation and maintenance, emergency firefighting, electric power inspection, security patrol, and education research [8] Group 3: Future Direction - DEEP Robotics aims to continue its focus on independent innovation and increase R&D investment to drive ongoing breakthroughs in core technologies, while also exploring industry needs to promote deeper applications of embodied intelligent robots [10] - The company is committed to contributing to a more efficient, safer, and smarter future across various industries through the large-scale application of its intelligent robots [10]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased over 150 humanoid robots, marking the largest collective display of humanoid robots in China to date, indicating a shift from mere exhibition to practical applications in various sectors [1] - The event highlighted advancements in humanoid robots, which are now capable of performing tasks such as cooking, sorting materials, and security inspections, demonstrating their potential as real-world "producers" rather than just performers [1] Group 1: Humanoid Robot Innovations - The Galbot by Galaxy General, a quadruped robot, received the "Treasure of the Museum" title for its practical applications, including precise sorting and self-correction capabilities in a simulated automotive factory [3] - Star Motion Era introduced three versatile robots: L7, capable of dancing and sorting packages; XHAND1, a dexterous robotic hand; and Q5, a humanoid service robot that can provide guidance and perform various tasks [5] - The "Jueying X30" from Cloud Deep Technology showcased its ability to perform high-risk inspections, highlighting the feasibility of quadruped robots in replacing human labor in hazardous environments [7] Group 2: Market Trends and Orders - The humanoid robot industry is expected to transition from a technology-driven phase to a commercial phase by the second half of 2025, with market sentiment shifting towards orders and deliveries [15] - Significant orders were placed during WAIC, including a 124 million yuan order from China Mobile and various contracts from automotive manufacturers for material handling and assembly tasks [15] - The industry is experiencing rapid growth, with estimates suggesting an average growth rate of 50% to 100% in the first half of the year, driven by the increasing frequency of new robot releases [15]

Group 1 - The core viewpoint of the article highlights significant funding rounds for companies in the embodied intelligence sector, indicating a growing interest and investment in robotics technology [1][4][8] - Star Epoch, an embodied intelligence company affiliated with Tsinghua University, completed nearly 500 million RMB in Series A financing, led by Dinghui VGC and Haier Capital, to enhance humanoid robot technology development and production [3] - Cloud Deep Technology also secured nearly 500 million RMB in a new financing round, focusing on quadruped and humanoid robots, aiming to solidify its leading position in the industry [4][5] Group 2 - Xiaoyu Intelligent Manufacturing, a company specializing in general artificial intelligence robots, completed a significant A+ round financing led by Didi, marking Didi's first investment in this sector [8][10] - The company aims to leverage its proprietary Xiaoyu Brain technology to enhance industrial automation, particularly in smart welding applications, in collaboration with Panasonic [10] - Modulus Technology, focusing on multi-modal tactile sensing technology, announced a million-level angel round financing to support product development and market expansion [13][14]