www.leadleo.com 中国具身智能行业调研简报 | 2025/04 报告标签：具身智能、具身大脑、有鹿机器人、上亿订单 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 具身智能行业 ≈6.6亿元 Q1：6亿订单砸向杭州具身大脑企业，有鹿机器人究竟有什么"魔法"？ 有鹿机器人具身大脑订单： 2024年5月，有鹿机器人宣布获得来自清洁领域的千万元订 单，客户为一家国内头部清洁设备制造商，采购Master 2000用于智能化升级。到2024年 12月底，有鹿机器人的在手订单总金额已超过6,000万元。2025年3月有鹿机 ...

Group 1: Event Overview - The 27th China Beijing International Science and Technology Industry Expo was held from May 8 to 11, showcasing cutting-edge technology, cross-industry innovations, and application demonstrations [1][3] - The expo featured over 800 domestic and international enterprises, with an exhibition area of 50,000 square meters, more than doubling the size from the previous year [3] Group 2: Robotics Focus - Robots were the highlight of the expo, with various models attracting significant attention, including the N2 robot "Little Rascal" and the champion robot "TianGong Ultra" [2][3] - The TianGong family introduced the TianGong Lite, which offers open-source capabilities and is designed for various applications, with a new model, TianGong 2.0, set to launch soon [2] Group 3: Market Applications - Several new robotic products are already being deployed in various sectors, enhancing everyday scenarios through AI technology [3] - The AI130 commercial patrol robot, designed for cleaning and surveillance, is set to launch in late 2024, priced around 200,000 yuan, and can reduce the workload of 3 to 5 people [4] Group 4: Specialized Robots - The "wind power maintenance robot" is designed for cleaning wind turbine towers, capable of complex movements on curved surfaces, and began market deployment last October [5] - A multi-functional AI climbing robot was showcased, suitable for infrastructure inspections in tunnels and other settings [6] Group 5: Medical Robotics - Medical robots were another key highlight, with the ROPA orthopedic robot capable of performing knee joint replacement surgeries with high precision and minimal invasiveness [6][7] - The robotic "orthopedic doctor" from Rosenbot can perform surgeries with a success rate close to 100%, significantly reducing the size of incisions compared to traditional methods [7]