这对全球人形机器人行业是一剂强心针。据美林证券数据显示，全球人形机器人出货量将从去年的2500 台增至2025年的18000台，到2060年将达到30亿台。彭博数据表明，未来全球量产的人形机器人中，将 有超过一半来自中国公司。 机器人行情会迎来新的风口吗 投资热潮与技术突破。上海理工大学教授、卓益得机器人创始人兼CEO 李清都指出，自2025年初以来，具身智能和人形机器人成为行业焦点，融资总额已超过260亿元，类似 于ChatGPT引发的"百模大战"投资热潮。特斯拉CEO埃隆·马斯克表示，预计公司今年将生产5000台 Optimus人形机器人，未来Optimus可能占据特斯拉80%的价值。特斯拉市值高达1.24万亿美元。 2024年，卓益得完成1亿元A轮融资，并发布基于仿生肌腱驱动技术的模块化人形机器人"行者二号"， 在2025年北京亦庄全球首届人形机器人半程马拉松赛获季军。今年7月，卓益得发布了"行者三号"人形 机器人，身高约1.7米，重约38公斤，采用肌腱仿生驱动技术，机身较同级轻20%以上，能耗降低50%， 动态续航达6小时。 卓益得机器人（DroidUp）成立于2021年，前身为深圳市行者机器人技术有 ...

上海理工大学教授、卓益得机器人创始人兼CEO李清都 自2025年初开始，具身智能和人形机器人已成为行业焦点，该领域融资总额已超过260亿元，正处于类 似于ChatGPT引爆"百模大战"的投资热潮当中。 近期，特斯拉CEO埃隆·马斯克（Elon Musk）表示，预计公司今年将生产5000台Optimus人形机器人。 他强调，一旦人形机器人实现规模化，未来Optimus"擎天柱"可能占据特斯拉80%的价值。而目前，特 斯拉市值高达1.24万亿美元。 这对于全球人形机器人行业来说无疑是一枚"强心剂"。 据美林证券最新数据显示，全球人形机器人出货量将从去年的2500台，增至2025年的18000台，到2060 年，全球人形机器人数量将达到30亿台。另据彭博数据，未来全球量产的人形机器人中，将有超过一半 来自中国公司。 而大量对标特斯拉Optimus的中国智能机器人中，卓益得机器人（DroidUp）无疑是国内最为低调且具备 一定技术实力的通用人形机器人公司。 卓益得机器人成立于2021年，前身为深圳市行者机器人技术有限公司，成立于2016年，源于中德有史以 来最大AI合作项目，是国内很早进入双足机器人赛道的企业之一，团 ...

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 Viewpoint - The trend of humanoid robots entering factories is irreversible, with a focus on how to effectively integrate them into existing systems to enhance efficiency [5][6][10]. Group 1: Necessity of Humanoid Robots in Factories - Humanoid robots are increasingly seen as necessary in factories to address labor shortages and improve flexibility in production lines [6][8]. - The current industrial landscape faces challenges such as low yield rates and slow innovation, which humanoid robots can help mitigate by replacing human labor in specific tasks [6][8]. - The integration of humanoid robots into highly automated environments requires a comprehensive approach that combines processes, data, and intelligence, rather than treating them as isolated technologies [8][10]. Group 2: Current Challenges and Limitations - Many humanoid robots currently lack the dexterity and efficiency needed for complex tasks, leading to skepticism about their effectiveness in industrial settings [7][9]. - The proof of concept (PoC) cycle for humanoid robots in industrial applications is similar to that in service sectors, but the real challenge lies in achieving commercial viability [8][9]. - Some industry leaders express low expectations for the immediate efficiency gains from humanoid robots, viewing their introduction more as a statement of technological commitment than a solution to operational challenges [9]. Group 3: Future Prospects and Development - The development of humanoid robots is expected to accelerate, with improvements in control systems, visual recognition, and operational flexibility [7][10]. - Companies are exploring the integration of humanoid robots into existing production lines without disrupting current workflows, aiming for seamless operation [12]. - The potential for humanoid robots to fill the automation gap in flexible production environments is recognized, particularly in tasks that require high levels of adaptability and decision-making [12].

Core Insights - The trend of humanoid robots entering factories is irreversible, with a focus on how to effectively integrate them into existing systems to enhance efficiency [6][9] - Humanoid robots are expected to address labor shortages and improve flexibility in production lines, despite current limitations in their operational capabilities [6][10] - The integration of humanoid robots into highly automated factories presents challenges, particularly in achieving seamless interaction with existing processes and data systems [8][10] Group 1: Humanoid Robots in Industry - The "Walker No. 3" humanoid robot, introduced at the WAIC, can carry 10 kg and has a dynamic endurance of 6 hours, showcasing its potential for both service and industrial applications [1] - The K2 "Wasp" humanoid robot demonstrated its capabilities in an 8-hour live work session, indicating the growing interest in humanoid robots for industrial tasks [5] - Companies are exploring the integration of humanoid robots into highly automated "dark factories," but the effectiveness of this integration remains to be fully realized [5][6] Group 2: Industry Challenges and Perspectives - Experts emphasize the need for a governance mechanism to ensure that humanoid robots can evolve alongside human workers without causing disruptions [9] - The current limitations of humanoid robots, such as their clumsiness and inability to perform complex tasks fluidly, are acknowledged, but the industry is encouraged to view these as developmental challenges rather than deterrents [7][9] - The introduction of humanoid robots is seen as a way to fill the automation gap in flexible production environments, even in factories with high automation rates [10]