在工厂里，一台机器人挥动着"灵巧手"，将堆叠的布料放上缝纫台；在展厅里，它能"丝滑"地爬坡行 走，完成迎宾导览任务；在商超，消费者通过小程序下单，机器人便能自动取货，交付商品……近日， 在2025世界机器人大会上，位于宁波海曙区的浙江人形机器人创新中心自主研发的"领航者2号 NAVIAI"在现场展示了服务工业场景的新技能。此前，它已进入中控技术富阳工厂参与涂覆工作。如 今，它的"灵巧手"更灵敏，能准确地抓取并平整铺设面料，将模板放在模板机上，并启动自动缝纫程 序，满足服装企业的定制化需求。 2024年，宁波均普智能制造股份有限公司人工智能与人形机器人研究院发布"贾维斯2.0"。这款专为工 业场景设计的人形机器人，能够胜任上下料、物料搬运及货物码放等多样复杂任务，拥有敏锐的感知能 力和灵活的身手。宁波均普智能制造股份有限公司董事长周兴宥介绍："它自带嗅觉传感器与电子皮 肤。在今年5月举行的第四届中东欧博览会上，它成功展示了精准识别保加利亚玫瑰与红酒香气的能 力，赢得了外商们的广泛赞誉。这项技能可服务于化工企业的安全管理，检测环境中是否存在有毒、有 害气体。" 2025年上半年，均普智能人工智能与人形机器人研究院 ...

Core Viewpoint - Ningbo aims to become a significant hub for humanoid robot research, manufacturing, and application in China by 2027, as outlined in the "Ningbo Humanoid Robot Industry Innovation Development Action Plan (2024-2027)" [2][3] Industry Development - The establishment of the Zhejiang Humanoid Robot Innovation Center in Ningbo last year marks a significant step in the local humanoid robot industry, with the launch of the "Navigator 2" robot [2] - Ningbo has seen the emergence of specialized institutions for humanoid robot R&D and production, alongside a growing number of component suppliers supporting humanoid robot enterprises [3] Competitive Advantages and Challenges - Ningbo's industrial landscape is rich, providing a strong foundation for the humanoid robot industry, but it faces challenges due to its strong manufacturing focus and relatively weaker software capabilities [3][12] - The city has a well-developed parts industry, which can quickly adapt to support humanoid robot production, although the number of humanoid robot manufacturing companies remains limited [12] Market Applications - The humanoid robot sector is still in the exploratory phase, with significant potential in healthcare and service industries, but practical application remains challenging [15] - The complexity of humanoid robots, which often require extensive data training, complicates their integration into existing industrial processes [15][16] Future Prospects - The establishment of the Ningbo Embodied Intelligent Robot Innovation Center aims to address data challenges for AI training in humanoid robots, indicating a long-term commitment to this sector [18] - Industry experts predict that while humanoid robots may not be cheaper than simpler industrial robots, their unique capabilities could drive future demand in various applications [16][19]

Group 1 - The humanoid robot industry chain has become a "top flow" track in the capital market since Q2, with over 1,000 institutional research visits to 52 companies in the chain, indicating strong market expectations for robot commercialization [2] - Among the surveyed companies, Zhongkong Technology led with 390 institutional visits, accelerating its layout in the robot sector and participating in the construction of the Zhejiang Humanoid Robot Innovation Center [3] - Blues Technology received 208 institutional visits and has been developing industrial robots since 2016, with plans to extend its technology to core components of humanoid robots [3] Group 2 - Fulian Precision disclosed that its smart electric joint module has completed small-scale production and is connecting with several mainstream robot manufacturers, showcasing its capabilities in core components for robots [4] - Liying Intelligent Manufacturing has provided core components such as head assemblies and dexterous hand assemblies to humanoid robot clients, demonstrating its complete solution capabilities [5] - Genesis has upgraded its equipment to meet the processing needs of humanoid robot joint components, resulting in rapid revenue growth from robot-related products [5] Group 3 - Major companies like Huawei, ByteDance, and Tesla are accelerating their entry into the humanoid robot market, pushing the technology from laboratories to commercialization [6] - The emergence of general-purpose large models like DeepSeek has addressed key challenges in environmental perception and interaction for robots, facilitating industrial applications [6] - The humanoid robot industry chain is experiencing a dual benefit period of technological breakthroughs and capital support, with advancements in core component localization and mature whole machine solutions [6]

Group 1 - The humanoid robot industry chain has become a popular area for institutional research since the second quarter, with 52 companies being investigated by over 100 institutions each [1] - Among the companies, Zhongkong Technology has attracted significant attention, with 390 institutions conducting research on it since the second quarter [3] - Zhongkong Technology has launched its first self-developed humanoid robots, "Navigator 1" and "Navigator 2 NAVIAI," and plans to integrate its third-generation humanoid robot with DeepSeek's multimodal model Janus Pro for enhanced environmental perception and human-robot interaction [3] Group 2 - Lens Technology is actively expanding into new fields such as humanoid robots, AI glasses, and XR headsets, with 208 institutions conducting research on it since the second quarter [4] - Lens Technology has been involved in the smart robot sector since 2016, developing industrial robots like six-axis robots and AOI visual inspection robots, and is now focusing on core components for humanoid robots [4] - Fulin Precision has also garnered attention from 160 institutions, focusing on opportunities in the smart robot sector and key components like precision mechanical parts and robotic electric joints [4] - Fulin Precision has made advancements in the research and development of intelligent electric joint modules and has begun small-scale production of related products [4]

Group 1 - The humanoid robot industry is experiencing increased institutional interest, with 52 companies being researched by over 390 institutions since Q2, indicating a strong trend towards commercialization and long-term development opportunities in the sector [1][2][3] - Companies like 中控技术 (Zhongkong Technology) and 蓝思科技 (Lens Technology) are actively investing in humanoid robot technology, with Zhongkong Technology planning to invest in a humanoid robot innovation center and launch its self-developed humanoid robots [1][2] - 富临精工 (Fulian Precision) is focusing on the development of key components for humanoid robots, including precision mechanical parts and intelligent electric joints, to capitalize on the growing demand in the robotics market [2][3] Group 2 - 领益智造 (Lingyi iTech) is accelerating its research and production of critical components for AI and robotics, providing essential hardware solutions for humanoid robots [3][4] - Companies are enhancing their technological capabilities and product offerings to meet the demands of the humanoid robot market, with 创世纪 (Genesis) and 安培龙 (Amperelong) developing customized products and sensors for robotic applications [4]