1.【 消息称松下推迟美国电池工厂生产计划，因特斯拉销售放缓 】 7月11日消息，据报道，松下控 股将推迟到2027年3月将其在美国新建的电动汽车电池工厂满负荷生产的计划，因为其主要客户特斯 拉的销售低迷。据悉，位于美国堪萨斯州的这座耗资40亿美元的工厂达到30千兆瓦时产能的新目标 日期尚未确定。堪萨斯工厂是松下继内华达州工厂之后在美国的第二家大型电池工厂，计划很快开始 大规模生产。特斯拉一直在努力应对一系列挑战，包括首席执行官埃隆·马斯克与美国总统唐纳德·特 朗普的公开不和，美国电动汽车税收抵免的结束，以及由于车型老化导致的销量下滑。（新浪财经） 扫码订阅 智能制造 产业日报， 2.【奇瑞汽车公布陪伴机器人专利】 7月11日消息，天眼查知识产权信息显示，近日，奇瑞汽车股份 有限公司申请的"陪伴机器人"专利公布。摘要显示，本公开属于机器人设计技术领域。陪伴机器人包 括底座、支架、功能机构、罩体、充气机构和控制单元；支架与底座相连；功能机构位于支架远离底 座的一侧，且与支架相连；罩体为柔性材料，罩体套装于支架外，且分别与底座、功能机构相连。采 用本公开，能够提升陪伴机器人的使用安全性。（财联社） 3.【 亿纬锂 ...

天眼查知识产权信息显示，近日，奇瑞汽车股份有限公司申请的"陪伴机器人"专利公布。摘要显示，本 公开属于机器人设计技术领域。陪伴机器人包括底座、支架、功能机构、罩体、充气机构和控制单元； 支架与底座相连；功能机构位于支架远离底座的一侧，且与支架相连；罩体为柔性材料，罩体套装于支 架外，且分别与底座、功能机构相连。采用本公开，能够提升陪伴机器人的使用安全性。 ...

Core Viewpoint - The article discusses the ongoing popularity of AI companion products, particularly in the consumer market, highlighting various innovative products and the emotional connections they foster with users [1][6][28]. Group 1: AI Companion Products - AI companion products like "Mirumi," "Moflin," and "LOVOT 3.0" are gaining traction, showcasing emotional interaction capabilities [1][6]. - The market for AI companion products is characterized by a diverse understanding of "companionship," influenced by individual user experiences and emotional needs [7][11]. - The concept of "subjectivity" is emphasized, where users are encouraged to treat these products as living entities rather than mere commodities, enhancing emotional engagement [19][20]. Group 2: Market Dynamics and Competition - Despite apparent similarities among products, true competition is limited due to differing target audiences and emotional expectations [39][40]. - The emotional bond established with users creates a unique value proposition that is difficult to replicate, leading to a sense of irreplaceability [42][40]. - The industry is still in a phase of non-consensus exploration, with many small teams innovating in ways that larger companies may struggle to replicate [29][39]. Group 3: Product Development and User Interaction - The importance of not allowing AI companions to speak is highlighted, as it can diminish the perceived emotional connection and subjectivity [24][26]. - User feedback has been crucial in shaping product features, with a focus on enhancing memory and interactive capabilities to foster deeper connections [26][30]. - The design philosophy emphasizes creating products that resonate emotionally with users, allowing for a more organic and engaging interaction [47][50]. Group 4: Future Outlook and Longevity - The expected lifespan of AI companion products is set at five years, with plans for upgrades to maintain user engagement and emotional connection [30][31]. - The potential for AI companions to evolve and adapt to user needs is seen as a key factor in their long-term success [32][33]. - The exploration of how technology can bridge emotional gaps in human relationships is a central theme for the future of these products [50].

今年，29个新专业进入2025年普通高校本科专业目录，"老年医学与健康""健康与医疗保障"赫然在列。 南昌大学、宁夏医科大学、昆明医科大学三所高校同步开设"老年医学与健康"专业，2025年即将迎来首 批新生。这绝非偶然，而是一把解开3.1亿老人需求的钥匙。 曾被贴上"夕阳产业"标签的养老行业，正被一群"00后"重新定义。他们用新思维、新技术、新服务入局 银发赛道，既温暖了"白发"，也点亮了自己的职业星空。冷板凳？不，这是热气腾腾的朝阳赛道。 高考志愿填报在即，"银发赛道"能否容下青春抱负？在年轻人眼中的银发赛道如何？面对代沟与生活差 异，如何在这个行业"发光发热"？ 带着这些问题，我们走进三位投身其中的"00后"，听听他们亲历的"银发世界"。 一、"长长的路，慢慢地走"，人才是织就幸福晚年的那根"针" 养老之路，道阻且长。解决老人急难愁盼，锚定老年友好型产业，挖掘老龄社会潜能，激发老龄社会活 力……千头万绪，需一根"针"来织就"银发族"晚年幸福生活的美好图景，这根"针"正是专业且充满热忱 的养老人才。 国家层面已在发力。民政部等12部门联合印发《关于加强养老服务人才队伍建设的意见》，全面部署人 才的吸引、培养 ...

在体验中，记者了解到，想要让陪伴机器人更懂人，不仅要赋予它语言能力，还要让它"动得像人"、看 得懂人、记得住人与它之间的情感轨迹。这需要机器人工程、模型算法研发团队的成员"灌"大量的交互 数据，并进行微调。 陪伴机器人想要脱离玩具定位，走向长期陪伴，靠的不是AI的噱头，而是与用户之间建立"关系"的能 力。 外表比潮玩手办更灵动，内在比猫狗等"毛孩子"更懂人：市场或许要迎来第一批陪伴机器人了。 7月2日，第一财经记者了解到，陪伴机器人灵童机器人将在8月开启第一波交付。第一财经记者前往研 发办公室体验了动作捕捉、人机交互、情绪识别等机器人的软硬件训练环节。 对于这个融合AI与硬件的新故事，市场已经迫不及待了。今年6月，珞博智能宣布完成数千万元的天使 轮融资。萌友智能也在去年年底官宣了一轮数百万美元的融资，旗下产品已经在海外众筹平台 Kickstarter上陆续交付。而在灵童机器人的融资股东中，科大讯飞和策源资本都位列其中，产品目前已 经在京东上线。 陪伴机器人想要脱离玩具定位，走向长期陪伴，靠的不是AI的噱头，而是与用户之间建立"关系"的能 力。当语言不再是唯一入口，当视觉和触觉能够辅助机器识别，当机器的"性格" ...

本届体验周的重点活动之一——数字"潮"市—AI火花市集，以"科技亲民化、体验场景化、消费即时 化"为核心要义，借助沉浸式互动与数字消费场景，展示科技赋能美好生活的实践硕果。 《证券日报》记者看到，参与集市活动的企业产品各具特色，却不约而同地将产品与AI深度融合，打 造出全新的产品功能与形态。 在数字体验区，一款智能机器人吸引了众多孩子的目光，令他们驻足。机器人向孩子们抛出一个个妙趣 横生的问题，并巧妙引导他们探寻答案。 一位现场体验玩具的四年级小朋友周其陞对《证券日报》记者说："我很喜欢和AI玩具玩，因为普通玩 具都是我主动和它们玩，而AI玩具是它们主动和我玩。" 该机器人的研发企业，北京尚睿通科技有限公司的机器人工程师邱炎向记者介绍："我们自主研发了睿 云教学垂直大模型，打造出一系列适用于学校多样化场景的教育机器人，涵盖学科答疑、课堂助教、心 理健康以及校园文化等多个类型，全力提升智慧教育品质，为校园智能化发展添砖加瓦。" 活动现场的娱乐专区专为孩童量身打造，汇聚了AI宠物陪伴机器人、AI机器狗、AI镜子、AI闹钟、AI 潮玩等市面主流AI玩具，让孩子们在欢乐的娱乐体验中感受科技的独特魅力。 作为2025全 ...

中国机器人行业调研洞察 | 2025/04 报告标签：人口老龄化、养老机器人、市场规模、布局企业、商业化落地难点 2025年4月 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 头豹调研简报 | 2025/04 机器人行业 Q1：人工智能+康养，养老机器人为何成为时代焦点？ www.leadleo.com ◼ 中国已全面步入中度老龄化社会，养老护理员缺口达550万 2025年2月，国际电工委员会（IEC）正式发布由中国牵头制定的养老机器人国际标准（IEC 63310《互联家庭环境下使用的主动辅助生活机器人性能准则》），该项标准依据老年人 生理和行为特点，为各类养老机器人的产 ...

Core Insights - The event showcased over 50 robotics companies presenting innovative products, highlighting the practical applications of robots in various sectors such as industrial, medical, and service industries [9] - The robots demonstrated capabilities including inspection, cleaning, and interactive companionship, emphasizing the versatility and technological advancements in the robotics field [9][10] Group 1: Industrial Applications - Yushutech's quadruped robot has been successfully applied in intelligent power inspection and firefighting rescue scenarios [9] - Moxian Technology showcased a humanoid robot with advanced tactile sensors, enabling it to perform delicate tasks like grasping with high precision [9] Group 2: Service and Consumer Applications - The "Kirin Seat" flexible automatic charging robot from Wanxun Technology can simulate human arm movements for precise charging of electric vehicles, already deployed in automotive smart driving experiences [10] - The AI pancake-making robot from Yuanhu demonstrates an intelligent temperature control system, capable of preparing traditional Tianjin pancakes in just three minutes [10] - The Ropet robot pet from Mengyou Intelligent offers personalized interaction, learning from user engagement to develop unique personalities [10] Group 3: Environmental Applications - The "Ouka Whale Spirit" water surface inspection robot integrates multiple sensors for autonomous cleaning and monitoring of water bodies, effectively collecting debris and maintaining cleanliness [10]

Core Insights - The AI toy market is experiencing significant growth, with companies like Haivivi and FoloToy reporting impressive sales figures, indicating a shift from skepticism to acceptance of AI toys as a legitimate market segment [1][4][5] - The industry is witnessing a surge in investment, with at least 27 financing events recorded in 2024, including several multi-million dollar rounds, highlighting the increasing interest from investors [3][4] - AI toys are characterized by their ability to provide personalized interactions through advanced technologies such as multi-modal interaction and emotional analysis, setting them apart from traditional toys [5][6] Company Highlights - Haivivi's BubblePal has sold over 250,000 units since its launch, generating sales exceeding 100 million yuan [1] - FoloToy aims to sell 300,000 units this year, significantly increasing its sales target compared to the previous year [1] - Companies like Lobo Intelligent and Bepei Technology have also secured significant funding, indicating a robust investment landscape in the AI toy sector [2][3] Market Dynamics - The AI toy market is categorized into various segments, including smart pendants, interactive dolls, and robotic toys, each offering unique features and price points [5][10] - The price range for AI toys varies widely, with simpler models priced under 500 yuan and advanced robotic toys reaching several thousand yuan [10][11] - The market is primarily driven by children's products, but there is growing potential in emotional companionship toys targeting adults and seniors [11][14] Investment Trends - The AI toy sector has seen a mix of traditional toy manufacturers and tech startups entering the market, with established companies leveraging their IP to create AI-enhanced products [6][16] - Notable investments include Haivivi's partnerships with various venture capital firms and the strategic collaborations between traditional toy companies and tech firms [4][6][16] - The trend of integrating popular IPs into AI toys is gaining traction, with companies like FoloToy and Haivivi exploring collaborations with well-known brands to enhance market appeal [15][16] Future Outlook - The development of AI toys is expected to accelerate as technology costs decrease, allowing for more innovative products that can engage users on a deeper emotional level [14][21] - The potential for creating new IPs within the AI toy space is significant, with companies exploring unique designs and narratives to attract consumers [18][21] - As the market matures, the emergence of iconic brands similar to LABUBU is anticipated, driven by the intersection of technology and creative product design [21]

Core Insights - The increasing demand for clear ROI from clients is pushing companies to focus on cost control and practical applications rather than just technological advancements [1][3] - The launch of the humanoid robot CASBOT 02 on JD.com resulted in actual orders within 48 hours, indicating strong market interest [1] - The second-generation robot emphasizes scenario-based design and cost optimization, with a price starting at 328,000 yuan [1][3] Company Developments - Lingbao CASBOT announced nearly 100 million yuan in angel financing, with significant backing from industrial partners like Lens Technology and Tianjin Jiayi [1][2] - The CASBOT 02 features a VLA model that enhances operational precision to sub-millimeter levels, focusing on specific industrial applications [2] - The company aims for small-batch production across three product lines, targeting around 100 units per line [6] Market Trends - The presence of humanoid robots on consumer platforms like JD.com signifies a shift towards more structured sales channels for large-scale commercialization [7] - JD.com has established a dedicated "Intelligent Robot Business" department, indicating a strategic focus on the smart robotics sector [8] - The sales of smart robots on JD.com saw a tenfold increase during the "6·18" shopping festival, reflecting growing consumer interest [7] Strategic Partnerships - Lingbao CASBOT is leveraging partnerships with industry giants to enhance data accumulation and improve its algorithm models [2] - JD.com is facilitating access to various sales channels, including B2B opportunities, to reach over 9 million government and enterprise users [8]