Core Insights - The recent IPO guidance of Yuzhu Technology has reignited the capital frenzy in the robotics industry, reflecting the sector's robust growth driven by multiple strategic opportunities from the market and policies [1] - Companies that embrace the capital market early can gain advantages in technology research and development, capacity expansion, and market exploration [1] - The robotics industry must focus on clear strategic thinking and unwavering execution to stand out amid opportunities and challenges [1] Group 1 - Companies should deepen their technological "moat" to avoid "hollowing out," focusing on key technologies such as high-precision reducers and intelligent control systems through collaboration between industry, academia, and research [1] - Accelerating commercialization is essential, with a focus on integrating robotics into the real economy, addressing needs in industrial, medical, and elderly care sectors to create comprehensive "technology + service" solutions [1] Group 2 - Building an "ecological" collaborative network is crucial to avoid isolation, as the robotics industry spans hardware, software, and algorithms [2] - Companies should form innovation alliances with upstream and downstream partners to share technological resources and actively participate in industry standard-setting to promote collaborative development [2] - By creating open platforms to attract developers, companies can build a robotics application ecosystem that reduces R&D costs and accelerates market penetration [2]

其二，加快实现商业化。机器人产业不能仅停留在实验室，而是必须与实体经济深度融合。企业可聚焦 工业、医疗、养老等场景需求，打造"技术+服务"整体解决方案。例如，针对制造业痛点，开发机器人 柔性生产线；针对老龄化社会，研发陪护型服务机器人，以真实需求驱动产品迭代，实现从"样 品"到"商品"的跨越。 其三，构建"生态化"协作网络，避免单打独斗。机器人产业涉及硬件、软件、算法等多领域，企业需摒 弃"闭门造车"思维。一方面，可联合上下游企业组建创新联合体，共享技术资源；另一方面，主动参与 行业标准制定，推动产业链协同发展。例如，通过开放平台吸引开发者，构建机器人应用生态，以开放 共赢降低研发成本、加速市场渗透。 ■贾丽 近日，宇树科技完成IPO辅导，再次点燃机器人产业资本热潮。今年以来，具身智能企业密集冲刺资本 市场，折射出行业蓬勃发展的态势。这一热潮的形成，得益于市场、政策等多重战略机遇的叠加。而谁 能率先拥抱资本市场，就能赢得技术研发、产能扩张和市场开拓的先发优势。 然而，热潮之下更需冷静思考：拥抱资本市场，部分企业抢得先机，产业洗牌却也已悄悄酝酿。在笔者 看来，面对机遇与挑战，机器人企业必须要具有清晰的战略思路， ...