Core Insights - The Fourth Global Digital Trade Expo showcased AI's transformative power in industries and trade, with participation from 154 countries and regions [1][3] - The event highlighted numerous AI technologies that address everyday challenges, emphasizing the integration of AI into daily life [3][4] - AI is reshaping global trade dynamics, with significant implications for efficiency and market strategies [7][9] Group 1: AI Innovations - AI technologies presented at the expo included humanoid robots, smart glasses for the visually impaired, and AI consultation robots that streamline healthcare services [3][4] - The event featured the world's first space computing network, which enhances emergency response times significantly [4] - AI is being utilized in various sectors, from urban infrastructure to entertainment, demonstrating its broad applicability [4][6] Group 2: Trade Transformation - AI is revolutionizing trade by enabling businesses to create high-quality marketing content at a fraction of traditional costs, as seen in the case of Yiwu merchants [8] - The global digital trade export scale is projected to grow from $4.59 trillion in 2020 to $7.23 trillion by 2024, with a compound annual growth rate of 12.1% [8] - AI's market size in e-commerce is expected to reach $45.7 billion by 2032, with predictions of a 40% boost to global trade by 2040 [9] Group 3: Regional Development - Henan province is actively promoting digital technology across various sectors, aiming for a digital economy scale exceeding 2 trillion yuan by 2024 [10][11] - The province has established numerous digital transformation centers to support local businesses in adapting to digital trends [11] - Henan's initiatives in digital trade and AI are positioning it as a significant player in China's digital economy landscape [12][14]

"妈妈你看，这个机器人比我还要高。""这就是之前参加过马拉松比赛的那款吧？""实际看起来比在视 频里要更帅气！"在丝路电商展区，此前一度备受关注的卓益得人形机器人行者二号（以下简称"行者二 号"）引发了不少人围观。 值得一提的是，行者二号由卓益得机器人和中豫具身智能实验室联合研发，在河南中原科技城生产制 造，曾以续航第一的能力获得了北京亦庄人形机器人半程马拉松季军，同时获得了张江具身智能开发者 大会暨国际人形机器人技能大赛全地形挑战赛冠军。 数字贸易，商通全球。9月25日，第四届全球数字贸易博览会（以下简称"数贸会"）在杭州开幕。本届 数贸会年度主题为"在数贸会看见创新未来"，展览总面积、展商数量均创下新高。 当前，全球数字经济蓬勃兴起，数字贸易正成为经济发展的新增长点。数字贸易是指以数据为关键生产 要素、数字服务为核心、数据订购与交付为主要特征的贸易，作为数字经济的重要组成部分，其带动全 球产业链供应链价值链加速整合优化，并且加快重构全球贸易模式、结构和规则。 走进主题展区，杭州"六小龙"齐聚成了观众打卡地：DeepSeek生成式AI现场写诗作曲，宇树科技机器人 即兴跳街舞，地卫二公司邀请大家写下"月球数贸 ...

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 ...

Group 1 - The 2025 World Humanoid Robot Games showcased the integration of technology and art, highlighting the advancements in robotics and the potential for creative expression [1][2] - The event featured a grand opening ceremony at the Beijing National Speed Skating Stadium, with a focus on the design and artistic direction led by the Central Academy of Fine Arts [2][3] - The event's emblem and interior design were inspired by binary code, symbolizing the connection between the real and virtual worlds, and emphasizing the foundational role of these elements in AI and robotics [2] Group 2 - The opening ceremony included a fashion show featuring humanoid robots dressed in custom outfits designed by the Central Academy of Fine Arts, blending traditional aesthetics with contemporary technology [3][4] - Each robot's costume was tailored using advanced manufacturing techniques, such as 3D printing and dynamic mechanical structures, to reflect cultural motifs and enhance the robots' unique characteristics [4][5] - The incorporation of traditional Chinese cultural elements into the robots' designs added depth and personality, showcasing the fusion of modern technology with historical aesthetics [5] Group 3 - In the competition, the Beijing Dance Academy and Guanggu Dongzhi joint team won the first gold medal with their performance featuring humanoid robots, demonstrating significant advancements in motion control technology [7][8] - The performance involved complex choreography that required precise coordination between human dancers and robots, showcasing the capabilities of humanoid robots in artistic expressions [8][9] - The humanoid robots used in the performance were developed with high-performance algorithms and underwent extensive testing to ensure fluid and synchronized movements [8][9] Group 4 - The event concluded with the "Zhixin" installation symbolizing the coexistence of technology and humanity, marking the successful completion of the first World Humanoid Robot Games and the beginning of a new journey [9][10] - The games aimed to establish a premier event brand and set global standards for humanoid robot competitions, while promoting public interest and understanding of robotics [10]

Core Insights - The 2025 World Humanoid Robot Games showcased the progress of humanoid robots, with 280 teams and over 500 robots competing, highlighting the industry's advancements and the importance of iterative testing in technology development [1][2] Group 1: Event Overview - The event featured three categories: competitive events, performance events, and scenario events, assessing the maturity of embodied intelligence technology from multiple dimensions [2] - Humanoid robots demonstrated various capabilities, including sorting materials, cleaning services, dancing, and heavy lifting, emphasizing the importance of real-world applications in driving research and development [2] Group 2: Technological Advancements - The "Walker No. 2" robot from Henan achieved first place in its group for the 1500-meter event, showcasing the effectiveness of interdisciplinary support in hardware, data, algorithms, new materials, and bionic technology [3] - The tendon-driven design of "Walker No. 2" reduced its weight by 40% compared to similar-sized robots, enhancing its agility and energy efficiency through optimized algorithms [3] Group 3: Industry Implications - The event brought together various innovative teams from universities, research institutions, and leading humanoid robot companies, fostering collaboration between academia and industry [3] - Henan's complete industrial chain and strategic emerging industries provide a solid foundation for robot manufacturing, with significant market potential and diverse application scenarios driving industry growth [3]

Group 1 - The core achievement of the humanoid robot "Walker No. 2" is its performance in the 1500-meter event at the 2025 World Humanoid Robot Games, where it secured first place with a time of 11 minutes and 45.90 seconds [1] - "Walker No. 2" has demonstrated significant advancements in its tendon bionic (rope) drive technology, which has resulted in a 40% reduction in weight compared to traditional drive methods, enhancing speed and agility [1] - The robot's design features full-sized legs that contribute to its impressive stride and explosive power, allowing it to perform exceptionally well in competitive settings [1] Group 2 - The 2025 World Humanoid Robot Games is the first comprehensive event focused on humanoid robots, featuring 280 teams from 16 countries and regions competing in 26 events over three days [2] - "Walker No. 2" participated in multiple events, including the 100m, 400m, and 1500m races, showcasing its advantages in speed, explosiveness, and stability [2] - The development team emphasizes the importance of software and hardware collaboration, which has led to hundreds of iterations optimizing the robot's movement, balance, and energy efficiency [1][2]

Core Points - The 2025 World Humanoid Robot Games will be held from August 14 to 17 at the National Speed Skating Hall in Beijing, featuring 280 teams and over 500 humanoid robots competing in 26 events and 487 matches [1] - The event will showcase a strong lineup, including 192 university teams from top institutions like Tsinghua University and Peking University, and 88 corporate teams from leading humanoid robot manufacturers [1] - The event will also feature international teams from 16 countries, including the USA, Germany, and Australia, with 127 brands participating [1] Group 1 - The RCAP Asia-Pacific Robot World Cup Beijing Master Tournament will serve as a precursor to the main event, featuring the world's first fully autonomous 5V5 humanoid robot soccer match [3] - The competition will include a 100-meter sprint and a half marathon, with notable athletes participating in various events [3][4] Group 2 - The opening ceremony will feature the "Walker No. 2" robot, which will perform both flag-bearing and runway tasks, showcasing advancements in bionic tendon technology [4][5] - The robot's performance will highlight its biomechanical walking capabilities, reducing mechanical stiffness and enhancing audience engagement [5] Group 3 - The "Walker No. 2" will also compete in multiple track events, including the 100m, 400m, and 1500m, demonstrating the advantages of bionic tendon technology in speed and stability [8][10] - The robot's speed has nearly doubled, reaching approximately 3m/s due to optimized power output and efficient energy management [10] Group 4 - The robot's design incorporates lightweight materials and energy recovery technology, enhancing its endurance for long-distance events [11] - The competition serves as a rigorous test of technological advancements, paving the way for broader applications in public service, performance exhibitions, and specialized operations [13]

Industry Trends - The 2025 World Robot Conference in Beijing showcases significant advancements in robotics, highlighting trends towards composite, AI-embodied, and scenario-based evolution of robots [1] - The Chinese robotics industry is entering a new phase of "going global," indicating a shift in market dynamics and international expansion [1] Evolution of Robots - Robots are evolving into "all-rounder" types, capable of performing complex tasks across various scenarios, breaking traditional classification boundaries [2] - Companies like Qingbao Robotics are focusing on humanoid robots that are being applied in multiple fields such as cultural tourism, security, and education [2] - XMAN-F1, a bipedal service robot, was launched by Qinglong Intelligent Technology, showcasing immersive interaction experiences in various application scenarios [2][3] Commercialization Strategies - Companies are adopting a "general + specialized" multi-robot collaboration model to accelerate commercialization, integrating large models and embodied technology [3] - The "Rena" expression robot by Zhuoyide Robotics utilizes advanced expression simulation technology, indicating a trend towards more lifelike robotic interactions [3] Market Potential and Investment - The Chinese robotics market is projected to reach $100 billion by 2028, attracting investments from tech giants across various sectors [5] - Honor plans to invest over $10 billion in building an AI terminal ecosystem, leveraging its expertise in consumer electronics for robotics development [5] - JD.com and several robotics brands announced an investment of over 10 billion yuan in the smart robotics sector, aiming to support 100 brands in achieving significant sales milestones [5] Global Expansion - Companies like Shenzhen Yujian Technology are collaborating with institutions to cover the entire industrial, commercial, and household application chain, gaining international market recognition [6] - Domestic humanoid robot manufacturers are planning to deploy key component production in ASEAN countries, extending their industrial chain overseas [6][7] - The focus on lightweight design and high endurance capabilities aligns with global outdoor operational demands, facilitating the transition from "single-point showcase" to "system empowerment" in the robotics industry [7]

Group 1 - The "Xingzhe No. 2" robot, developed by a team from Shanghai University of Technology, has been accepted into the Shanghai Theatre Academy's doctoral program, marking a significant milestone in the integration of robotics and education [1] - AiMOGA Robotics has achieved a breakthrough with its humanoid robot Mornine, which can autonomously open car doors using onboard sensors and reinforcement learning, showcasing its capabilities in real retail environments [5] - A multi-robot system for lunar exploration has been developed by researchers from the University of Ljubljana and UCLA, demonstrating high reliability and robustness in various testing conditions, funded by the European Space Agency [7] Group 2 - The "Nanny Robot Conference" has been officially launched, focusing on the revolution of robots in daily life, with competitions and exhibitions planned to showcase various applications of nanny robots [10] - 4AG Robotics has secured CAD 40 million in Series B funding to enhance its mushroom-picking robots, which are already operational in Canada, with significant orders expected through 2026 [11]