机器狗翻越崎岖高地实施搜救，机械臂在轻薄的蛋壳表面雕刻图案，机器人拳击赛、舞蹈表演…… 目前正在上海举行的2025外滩大会上，1万平方米的展览区"科技味"十足。近200家企业参展，超30项科 技新品亮相，展示着人工智能在多个领域的最新实践。 复旦大学等开发的伏羲气象大模型能提供全球未来15天逐小时的温度、风速、降水等要素预测，为农业 生产提供科学指导；极飞科技的农业无人飞机、无人车、智能水肥管理系统等产品覆盖耕、种、管、收 等环节，借助精准定位、智能决策与实时远程控制，帮助农户以更少投入获得更多产出。 外滩大会上，非夕科技自适应机器人在蛋壳上雕刻。新华社记者张千千 摄 AI与机器人的融合发展催生了具身智能产业。"机器人的智能化分为三个阶段，感知、规划、控制。"美 国加州大学圣地亚哥分校终身教授苏昊说，感知是理解环境，规划是生成计划，控制是执行计划，具身 智能产业已将这三个阶段打通。 AI时代，相较于知识积累，学习速度将更加重要。与会专家表示，过去的AI像一个勤奋的学生，靠阅 读人类"投喂"的海量数据来学习；而未来的AI将更像一个探险家，在与真实世界的交互中积累自己的经 验。AI将通过"观察、行动、反馈"不断迭 ...

8月12日，非夕科技"星穹论坛暨非夕北京新址启幕（Flexiverse Tour）"在北京正式举办。活动现场不仅揭 开了非夕北京新址的面纱，更以一场高规格的"星穹论坛"连接生态、技术与应用的最新趋势，非夕联手AI原 点社区，与生态伙伴、产业、技术与资本领域的重量级嘉宾一起，共同探讨智能制造与具身智能的发展趋势。 ▍ 北京办公室全新启航，加速生态发展 北京作为全国科技创新的重要高地和人工智能产业的集聚中心，为非夕科技的业务发展提供了优质发展沃土。 非夕 新办公室集展示、研发、工程、服务等综合功能于一体，将充分依托北京在政策、科研、人才和产业生 态等方面的核心优势，加速发展自适应机器人的生态业务，深化通用智能机器人领域的创新实践。 在功能布局上，新办公室设有先进的机器人展示区，可呈现非夕最新一代自适应机器人及典型应用案例；研发 与测试空间，聚焦北方市场需求的技术验证和场景适配；工程支持与客户服务中心，将为区域客户提供更迅 捷、高效的响应。 北京市东升镇党委书记辛果、东升农工商总公司副总经理李海涛，与部分非夕生态伙伴、客户及投资人共同见 证新址启用仪式。 " 新办公空间是一张展示非夕技术实力与品牌形象的新名片，我们 ...

Core Insights - The 2025 World Robot Conference was held in Beijing from August 8 to 12, showcasing the advancements in industrial and humanoid robots by Zoomlion, a leader in equipment manufacturing [1] - Zoomlion presented its latest achievements in embodied intelligent humanoid robots and future plans in smart manufacturing, providing a new model for the intelligent transformation of the manufacturing industry [1] Group 1: Company Innovations - Zoomlion is the only publicly listed complete machine enterprise in A-shares and the only Chinese company featured in the innovation application section of the conference [2] - The company was one of the first in the construction machinery industry to adopt robotic technology, introducing programmable industrial robotic arms in 2006 for welding crane components [2] - Since 2019, Zoomlion has extensively utilized adaptive robots with perception and mobility capabilities, including visual and tactile recognition robotic arms and autonomous mobile robots (AMRs) [2] Group 2: Smart Manufacturing Implementation - Zoomlion's Smart Industrial City in Changsha integrates over 300 intelligent manufacturing production lines and employs more than 2,000 industrial robots, enabling full lifecycle traceability and scheduling through QR codes [2] - The factory operates like a symphony orchestra, where thousands of robots work in harmony, allowing for flexible production of different product models, achieving unprecedented agile manufacturing of heavy equipment in small batches [2] Group 3: Humanoid Robot Applications - Currently, dozens of humanoid robots are operational in Zoomlion's factories, participating in machining, logistics, assembly, and quality inspection [4] - In logistics, humanoid robots assist in material handling and assembly, while in quality inspection, they utilize their visual systems to detect component defects [4] Group 4: Future Vision and Strategy - Zoomlion has established a humanoid robot training facility with nearly 100 workstations for large-scale data collection and has developed the Zhongke Yungu embodied intelligence platform, which connects all industrial and humanoid robots [5] - The company envisions a future factory model where industrial and humanoid robots collaborate, evolving from agile manufacturing to personalized customization, aligning with national priorities on embodied intelligence [5] - Zoomlion aims to integrate industrial internet, big data, artificial intelligence, and robotics to expand the boundaries of smart manufacturing and reshape the development paradigm of the construction machinery industry and Chinese manufacturing [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025世界机器人大会于8月8日至12日在北京举行，本届大会以"让机器人更智慧，让具身智能更智能"为主题，汇聚了全球机器人领域的顶尖智慧与前沿技术。作为全球装备制造领军企业，中联 中联重科中科云谷总经理曾光出席2025世界机器人大会并作主题发言 2025世界机器人大会主论坛，分为"产业发展、创新应用、技术融合"三个篇章进行。值得注意的是，在本次论坛的主题演讲中，中联重科是唯一一家已经在A股上市的整机企业，且是创新应用篇 中联重科中科云谷总经理曾光介绍，中联重科是工程机械行业最早应用机器人技术的用户之一。早在2006年，中联重科起重机械工厂率先引入可编程工业机械臂，主要用于起重机零部件的焊接 从2019年开始，中联重科大规模使用具备感知与移动能力的自适应机器人，主要是带视觉和力触觉识别的机械臂、AMR自主移动机器人等。位于湖南长沙的中联智慧产业城，集成建设了300多条 "整个工厂的几千个机器人像一个交响乐团一样，每个乐手可以在不同的曲目中演奏不同的音符，又由乐团指挥统一指挥调度。这个乐手就是自适应机器人，乐团指挥就是人工智能工业互联网平 ...

Core Insights - The article discusses the innovative advancements of Flexiv Technology in the field of adaptive robotics, highlighting its unique capabilities and market potential [3][4][6]. Company Overview - Flexiv Technology focuses on developing adaptive robots that can adjust to various operational objects and environmental changes, showcasing a significant leap from traditional robotics [4][5]. - The company has successfully completed a Series C funding round, indicating a strong financial backing and a commitment to accelerating its commercialization efforts [6][7]. Technological Innovation - The core technology of Flexiv's adaptive robots lies in their mechanical arm's force control and high-frequency response capabilities, allowing them to intelligently perceive and adapt to uncertainties during tasks [4][5]. - Flexiv's robots utilize a biomimetic design, reducing reliance on precise positioning and enabling them to perform multiple tasks with minimal tooling, thus lowering costs for small-batch production [5]. Market Applications - Flexiv's robots are being applied across various industries, including automotive, electronics, food processing, and healthcare, demonstrating versatility in tasks such as precision assembly and delicate food handling [7][8]. - The company has established partnerships with notable firms like Meituan, TCL, and Siemens, expanding its market reach and collaborative ecosystem [7][8]. Business Growth - Since 2022, Flexiv has experienced significant growth, with revenue and order volume increasing by 2 to 3 times annually, reflecting a successful transition from initial deployment to broader application [6][7]. - The company aims to maintain a long-term strategy focused on refining its technology and exploring new applications, including consumer service scenarios [8].

Group 1 - The 2025 Munich International Robot and Automation Exhibition showcased the entire automation industry chain with approximately 900 exhibitors from 40 countries [1] - Over 100 Chinese robotics companies participated, highlighting advancements in Chinese manufacturing on an international stage [1] - Estun Company holds a 10% market share in China and aims to expand its overseas business, with one-third of its revenue coming from international markets [1] Group 2 - Grede Harmonic's core product, the harmonic reducer, achieves a 100:1 reduction ratio and is well-received in the market, with plans to increase overseas business to over 50% [3] - Feixi Robotics introduced an adaptive robot with a seven-axis design, integrating industrial force control, machine vision, and advanced AI technology for complex tasks [5] - Utree Robotics offers cost-effective humanoid robots and robotic dogs, currently covering nearly 80% of German universities and research institutions [6] Group 3 - The collaboration between China and Germany is emphasized, with German companies increasingly sourcing high-quality mechanical components from China due to cost advantages [9] - The acceptance of Chinese manufacturing in the German market is growing, reflecting a positive perception of China's economic development [9]

Core Insights - The article provides an overview of the financing events in the primary market, highlighting a total of 104 financing events this week, with a total estimated amount of approximately 6.729 billion yuan, marking an increase from the previous week [4][5]. Financing Overview - This week, there were 62 disclosed financing events, a decrease of 7 from the previous week. The distribution of financing amounts remained relatively stable, with notable increases in certain ranges [5]. - The financing events included 22 instances with amounts of 100 million yuan or more, a decrease of 1 from last week [4]. Notable Investment Events - Human-shaped robots: Beijing Galaxy General Robot Co., Ltd. completed a new round of financing amounting to 1.1 billion yuan, led by CATL Capital and Puxuan Capital [7]. - Industrial robots: Feixi Technology announced the completion of a C-round financing in the hundreds of millions of dollars, aimed at expansion and R&D [7]. - Lithium battery materials: Puxin Crystal New Energy Materials completed nearly 500 million yuan in B+ round financing for production line preparations [7]. - Autonomous driving: Yikong Zhijia announced over 400 million yuan in D-round financing for product development and international market expansion [7]. Industry Distribution - The financing events spanned 13 industries, with the top five being equipment manufacturing, information technology, healthcare, consumer goods and services, and electronics, accounting for 71.15% of total events [12]. - In terms of financing amounts, equipment manufacturing led with a total of 5.91 billion yuan, influenced by the significant financing event in human-shaped robots [14]. Regional Distribution - The top five regions for financing events were Jiangsu, Beijing, Guangdong, Shanghai, and Zhejiang, accounting for 77.88% of total events [18]. - In terms of financing amounts, Shanghai, Beijing, Guangdong, Jiangsu, and Fujian accounted for 91.69% of the total financing [18]. Financing Rounds - Early-stage financing (seed and angel rounds) accounted for 77.88% of the total events, with A-round financing having the highest amount share at 32.10% [23]. Investment Institutions - A total of 145 investment institutions participated this week, with notable activity from Beijing Guoguan and Zao Xingren Venture Capital [25]. Exit Situation - There were 36 public exit cases this week, an increase of 1 from the previous week, with notable activity in mergers and acquisitions [29][31].

Core Viewpoint - Non-Xi Technology has completed a Series C financing round, marking a significant milestone in its growth trajectory as a leading player in the adaptive robotics sector [1][5]. Group 1: Financing and Growth - The Series C financing was led by Yonggui Fund and Guangfa Xinde, with participation from various investors including Hongtai Fund and Huakong Fund, as well as existing shareholders [1]. - Following a successful Series B+ round in 2022, Non-Xi Technology has established itself as a unicorn, recognized for its innovative capabilities and market performance in the adaptive robotics field [1]. - The funds raised will be utilized for the production of core products in the Xuzhou Economic and Technological Development Zone, focusing on applications in the engineering machinery and new energy sectors [5]. Group 2: Technological Advancements - Non-Xi Technology has been dedicated to the development of general-purpose intelligent robots for nearly a decade, creating a comprehensive technology system that includes adaptive robot bodies, hierarchical intelligence, and operating system ecosystems [4]. - The company has pioneered the concept of "adaptive robots," emphasizing human-like capabilities and enhancing the versatility and adaptability of robots in complex operational environments [7]. - Non-Xi has actively participated in industry standardization, leading the establishment of national standards for adaptive robot capabilities, thereby filling a significant gap in both domestic and international contexts [9]. Group 3: Market Applications and Collaborations - The company has served numerous top global clients across various industries, including 3C electronics, automotive, food agriculture, biomedical, aerospace, and new energy, achieving significant upgrades in core processes [11]. - Non-Xi collaborates closely with system integrators and academic research institutions, establishing a solid and scalable commercial foundation [12]. - With the acceleration of AI integration into production, Non-Xi leverages its capabilities to build cross-industry robotic infrastructure, continuously providing innovative solutions and industry value to global partners [12].

Core Viewpoint - The article highlights the rapid advancements in embodied intelligence, particularly through the demonstration of Generalist AI's adaptive robots, showcasing their capabilities in complex physical tasks and the significant investment interest in this sector [4][6][11]. Group 1: Company Overview - Non-Xi Technology, founded in 2016, specializes in general-purpose intelligent robots and has received substantial investment from top-tier institutions, achieving unicorn status in 2022 [11][13]. - The company has developed a new category of "adaptive robots," which are designed to operate in unstructured environments, demonstrating high adaptability and precision in tasks [20][23]. Group 2: Technological Innovations - Non-Xi's self-developed Rizon "Dawn" robot features a seven-degree-of-freedom design, allowing it to perform complex operations that traditional industrial robots cannot [22][23]. - The company has created a comprehensive technology stack that includes hardware innovations and a restructured operating system, enabling easier deployment and programming of robots [26][27]. Group 3: Market Applications - Non-Xi's adaptive robots have been successfully applied in various industries, including automotive, electronics, and healthcare, showcasing their versatility in tasks such as assembly, surface treatment, and laboratory automation [36]. - The company has established partnerships with industry leaders to enhance its market presence and develop tailored solutions for specific sectors [32][34]. Group 4: Investment and Growth - Non-Xi recently completed a Series C funding round, raising significant capital to expand production, research, and ecosystem development [11][17]. - The company has achieved an average annual growth rate of over 200% for three consecutive years, indicating strong market demand and operational efficiency [34].

Core Viewpoint - Feixi Technology has completed a Series C financing round, raising hundreds of millions of dollars, which will be used for production expansion, research and development, and ecosystem development [1][4]. Group 1: Company Overview - Founded in 2016, Feixi Technology is a leading global company in general intelligent robotics, established by core members of Stanford University's Robotics and AI Lab [1]. - The company has pioneered the "adaptive robot" category, focusing on human-like capabilities and a hierarchical intelligent system that enhances the adaptability and versatility of robots in complex environments [1][7]. Group 2: Technology and Innovation - Feixi has developed a full-stack technology system covering adaptive robot bodies, hierarchical intelligence, and operating system ecosystems, addressing automation needs across various industries [1][4]. - The company actively participates in industry standardization, having led the formulation of the national standard "Technical Requirements for Robot Adaptive Capabilities," filling a gap in both domestic and international standards [3]. Group 3: Business Development - Feixi has achieved significant growth, transitioning from single-point validation to multi-industry replication, and is now in a phase of accelerated growth [4]. - The company serves numerous top global clients across industries such as 3C electronics, automotive, food agriculture, biomedical, aerospace, and new energy, implementing intelligent manufacturing upgrades in over a hundred core process links [4]. Group 4: Market Position and Future Outlook - With the acceleration of AI integration into production, Feixi aims to build cross-industry and cross-form robot infrastructure, providing innovative solutions and industrial value to global partners [4][6]. - Investors express confidence in Feixi's potential, highlighting its ability to define the adaptive robotics sector and its strong foundation for future growth [6][7].