近日，人工智能与机器人产业再迎发展热潮。 9月15日宇树科技宣布开源UnifoLM-WMA-0，通过仿真引擎与策略增强双核心功能，赋能机器人自主 决策与物理交互能力，引发行业广泛关注。行业产量同步飙升，2025年前7个月我国工业机器人产量同 比增长32.9%，智能机器人正从实验室快速迈向商业化应用。 (相关资料图) 南方财经见习记者王达毓广州报道 伴随人工智能与机器人发展热潮，广州的投融资活跃度也在持续升温。 针对机器人企业的细分领域估值情况，唐超认为，今年春节后机器人本体企业的估值快速提升，现阶段 已经辐射到上游零部件，推高了零部件企业的估值。 唐超介绍，现在资本市场对科技创新企业的包容度进一步提升，科创板、创业板也允许亏损的科技类企 业上市，这大大拓展了科技企业利用资本市场快速发展的空间。 场景为王 机器人投资进入下半场，应用场景是投资机构的关注重点。现场投资机构人士普遍认为，场景决定了机 器人初创企业的估值想象空间和未来发展趋势，市场对机器人在多个创新场景的应用认可度较高。唐超 介绍，近期港股也已迎来机器人产业链企业上市热潮。 在融资对接会现场，路演企业展示的具体应用场景，不少体现了机器人赋能传统行业转 ...

（原标题：投资人与企业家共话机器人投资热，应用场景成估值新锚点） 南方财经见习记者 王达毓 广州报道 近日，人工智能与机器人产业再迎发展热潮。 9月15日宇树科技宣布开源UnifoLM-WMA-0，通过仿真引擎与策略增强双核心功能，赋能机器人自主决策与物理交互能力，引发行业广泛关注。 行业产量同步飙升，2025年前7个月我国工业机器人产量同比增长32.9%，智能机器人正从实验室快速迈向商业化应用。 伴随人工智能与机器人发展热潮，广州的投融资活跃度也在持续升温。 特种环境作业方面也涌现出一批创新企业。广东凌度智能科技发展有限公司副总经理黄健表示，该司聚焦于高空幕墙清洁与检测机器人，解决高 空作业危险性强、人工成本高的行业痛点。而广州灵鲛科技有限公司董事长刘鑫宇介绍道，该司布局水下领域，通过水下3D重建与识别技术，实 现对水下基础设施的精准测绘与应急救援，业务范围涵盖大坝、隧道、核电站等重要设施，展现出机器人技术在复杂环境下的广泛应用潜力。在 传统的餐饮行业，广东爱餐科技有限公司执行总裁何光介绍，该司开发的餐饮机器人以标准化方式烹饪菜品，保证菜品的标准化和质量。 9月19日，广东省人工智能与机器人产业创新产品与服 ...

Group 1 - The core viewpoint of the articles highlights the rapid development and commercialization of the artificial intelligence and robotics industry, with significant growth in industrial robot production in China, which increased by 32.9% year-on-year in the first seven months of 2025 [1] - The investment landscape in Guangzhou is becoming increasingly active, with events such as the Guangdong Province AI and Robotics Industry Innovation Product and Service Release Conference facilitating discussions between startups and investment institutions [1][2] - High valuations are being observed in the robotics sector, with leading companies like Yushu Robotics valued at approximately 20 billion yuan and Zhiyuan Robotics at around 15 billion yuan, reflecting investor confidence in the future growth potential of the industry [2][3] Group 2 - Investment institutions are advised to be cautious with high-valuation companies and to focus on the performance and market potential of these enterprises, as the robotics industry is characterized by high initial investment and long return cycles [3] - The robotics market is projected to be a trillion-yuan market, with significant room for growth, leading to increased interest from external capital in technology-driven robotics companies [3] - The application of robotics in various sectors is becoming a focal point for investment, with specific use cases in traditional manufacturing, healthcare, and specialized environments demonstrating the technology's potential to transform industries [4][5]

Core Insights - The Olympic Center District is set to launch a new Robot Innovation Park, which will serve as a comprehensive platform for robotics, integrating various resources for data collection, complex environment testing, real-world scenario validation, and product experience showcasing [1] - The park aims to provide diverse application scenarios for robotic products, enhancing their commercial value through installations in major tourist areas, rest zones, and inspection routes [1] - The initiative is aligned with the upcoming 2025 World Humanoid Robot Games, focusing on the continuous upgrade of the robotics industry and establishing a training base with lasting influence [1] Group 1 - The Robot Innovation Park will integrate existing resources from the Olympic Center District and the National Speed Skating Hall, creating a public service platform for robotics companies [1] - The park will feature various robots, including explanatory robots in tourist spots, service robots in rest areas, and inspection robots along secondary roads, providing rich and diverse application scenarios [1] - The park will design a variety of events and activities to attract different types of robotics enthusiasts and professional teams, aiming to convert short-term event traffic into long-term brand influence [1] Group 2 - The Chaoyang District plans to regularly host the Chaoyang Robot Carnival, which will showcase innovative robotic achievements and facilitate audience interaction [2] - A humanoid robot-themed restaurant is planned, featuring dining robots, beverage robots, and service robots, utilizing XR and Internet 3.0 technologies to create a futuristic dining experience [2]

Core Insights - The 137th Canton Fair showcased a vibrant atmosphere, particularly in the newly established service robot exhibition area, attracting significant attention from international buyers [2][10] - Various types of robots were displayed, including humanoid, inspection, exoskeleton, coffee, cleaning, companion, medical, catering, and guiding robots, highlighting China's advancements in robotics [2][10] Group 1: Humanoid Robots - Humanoid robots became the star attraction, with companies like Magic Atom showcasing a "no-human booth" where the staff was entirely composed of humanoid robots [3] - The humanoid robot "Xiaomai" demonstrated advanced capabilities, including walking, running, and carrying loads of up to 40 kilograms, with a maximum operational endurance of 5 hours [3][4] Group 2: Industrial Applications - Companies like Ligong Industrial presented robots designed for factory applications, with a focus on international markets such as Europe and Southeast Asia, indicating a growing demand for automation in these regions [6] - The "Lideng D1" robot gained popularity for its precision in performing complex tasks, showcasing the technological advancements in robotic capabilities [6] Group 3: Medical and Daily Life Robots - The "Kuntuo Orthopedic Surgery Robot" demonstrated its capabilities in performing surgeries with high precision, having completed over 4,000 surgeries across various challenging environments [7] - The "Therapeutic Robot" developed by Aobo integrates traditional Chinese medicine techniques, attracting interest from international buyers unfamiliar with such technology [8] Group 4: Market Dynamics - The Canton Fair highlighted a "dual-direction" global supply-demand dynamic, with many international buyers actively seeking innovative products despite the backdrop of a trade war initiated by the U.S. [10] - Companies expressed confidence in their ability to navigate market challenges due to a well-established domestic market and a complete industrial chain in China [11]

Group 1 - The robot concept stocks are experiencing localized activity, with companies like Southern Precision (002553.SZ) hitting the daily limit up, and others like Hehe Information (688615.SH) and Heda Technology (002402.SZ) rising over 5% [1] - The 137th China Import and Export Fair (Canton Fair) has opened, featuring a dedicated service robot section for the first time, showcasing products such as inspection robots, medical robots, catering robots, delivery robots, and robotic dogs [1][3] Group 2 - The first phase of the Canton Fair focuses on "advanced manufacturing," highlighting new enterprises, products, technologies, and business models, with nearly 8,900 exhibition booths and around 3,700 participating companies [3] - The newly established service robot section covers an area of 4,200 square meters, featuring 46 outstanding robot companies, showcasing a variety of robots for personal, family, and professional use, including security inspection robots and educational robots [3] Group 3 - According to a report by Zheshang Securities, the humanoid robot industry is transitioning from the formation phase to the expansion phase, with significant acceleration expected in industrial development [4] - The humanoid robot sector is anticipated to become a key growth area in high-end manufacturing, with potential investment opportunities emerging by 2025 due to ongoing breakthroughs in AGI technology and increasing downstream application demands [4]

Core Points - The 137th Canton Fair's first phase features a total exhibition area of 520,000 square meters, with 25,064 booths and 11,304 participating companies [2][8] - A special section for service robots has been introduced, showcasing cutting-edge technologies including humanoid robots, which has become one of the main highlights of the event [2][3] Group 1: Exhibition Details - The first phase of the Canton Fair emphasizes advanced industries and technological support, with nearly 8,900 booths related to "new three types," digital technology, and intelligent manufacturing, involving around 3,700 participating companies [2] - There are 4,950 brand booths featuring 969 carefully selected brand enterprises, with over 5,100 high-quality specialty companies, including national high-tech enterprises and "little giant" manufacturers [2][9] - The fair will host approximately 400 new product launch events, including a special session for service robots on the opening day [4] Group 2: International Participation - Approximately 172 leading companies, including major retailers from the US, Germany, and Japan, are expected to send buyers to the fair, along with 98 overseas delegations from various countries [5] - The first phase of the import exhibition has attracted 204 companies from 27 countries and regions, showcasing products such as electronic appliances and hardware tools [5] Group 3: Visitor Services - The fair has introduced 100 self-service certificate terminals, allowing pre-registered attendees to obtain their credentials in about 30 seconds [6] Group 4: Culinary Events - The fair will feature the "Food in Guangzhou Carnival," showcasing over 30 brand food stalls and highlighting local culinary traditions, including live demonstrations of traditional Cantonese dim sum [7]