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 ...

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]