Industry Dynamics - The Chinese government has launched a pilot policy for smart elderly care service robots, with a trial period from 2025 to 2027, requiring at least 200 home applications and 20 community or institutional applications for validation [1] - Estun's Codroid 02 humanoid robot was unveiled, featuring a height of 170 cm, weight of 70 kg, and a payload capacity of 5 kg, showcasing advancements in embodied intelligence technology [1] - Chinese researchers have developed a bionic dexterous hand that achieves human-level adaptive grasping, integrating high-resolution tactile sensing over 70% of its surface, enhancing its application potential in various fields [2] - Nvidia, Samsung, and SoftBank have invested in Skild AI, a robotics startup, raising its valuation to approximately 45 billion USD, with its dataset being 1000 times larger than competitors [2] - The "Jingchu 2" humanoid robot developed by Huazhong University of Science and Technology can stand for 4-6 hours and mimics human muscle function, improving energy efficiency [3] - The 2025 Smart Robot Development Conference in Nanjing showcased over 40 products from 29 companies, with a goal to exceed 10 billion RMB in core industry scale by 2027 [3] - The "Xingzhe 2" humanoid robot, developed by Zhongyu Intelligent Laboratory, was launched on JD.com, priced at 169,800 RMB and 249,800 RMB for its standard and flagship versions, respectively [4] - The first embodied intelligent robot 4S store will open in Beijing in August, featuring nearly 30 robot brands and providing comprehensive services [5] - Li Auto has established two new departments focused on "space robots" and "wearable robots" to accelerate its AI strategy [6] Company Announcements - Xiasha Precision has announced a stock incentive plan for 2025, granting 932,400 restricted stocks, with performance targets set for revenue growth of 20%, 40%, and 60% from 2024 [7] - Keda Li announced a joint venture to establish a subsidiary with investments from multiple companies, focusing on the future prospects of embodied intelligent robots [8] - Weichuang Electric has also announced a joint investment in a new company, with a focus on humanoid robots in intelligent logistics [9] Industry Ratings and Investment Strategy - The humanoid robot industry is expected to experience significant growth, with the recent pilot policy for smart elderly care robots and substantial investments in robotics companies indicating a promising market [10] - Companies with core component expertise and active involvement in humanoid robotics are recommended for investment consideration [10]

Core Viewpoint - The 2025 Intelligent Robot Development Conference showcased over 40 robotic products from 29 companies, highlighting advancements in humanoid, industrial, service, and special robots, as well as key components in the robotics industry [8]. Group 1: Product Innovations - The second-generation humanoid robot Codroid 02 was launched by the well-known intelligent robot company Estun [2]. - The "Goldfish" bionic robot, developed by Nanjing Gongdao Water Conservancy Technology Co., mimics the swimming motion of real goldfish and can dive up to 30 meters for water quality monitoring [8][9]. - The snake-shaped pipeline inspection robot from Nanjing Jiugao Yuntian Intelligent Technology Co. can navigate through pipes as small as 8 centimeters in diameter, suitable for municipal engineering and natural gas pipeline maintenance [9]. Group 2: Automation and Efficiency - A tile-laying robot from Nanjing Zhuling Technology can lay a tile in just 2 minutes, utilizing a laser for height measurement and AI for precise placement [10]. - The intelligent grass-cutting robot from Nanjing Quan Feng Technology can autonomously avoid obstacles while adjusting cutting height at 15 different positions [11]. Group 3: Service Robots - A customer service robot from Jiangsu Nanda Electronic Information Technology Co. can efficiently handle customer transactions in banks [12]. - The first intelligent coffee robot from Jiangsu Jicui Intelligent Manufacturing Technology Research Institute offers high-quality coffee with autonomous delivery capabilities, operating 24/7 without human supervision [12]. Group 4: Key Components - The event featured a dedicated area for key components, showcasing products like the CasiaHand dexterous hand from Zhongke Silicon-based and rolling arc guide rails from Nanjing Craft Equipment [12].

6月11日上午，在2025智能机器人发展大会上，埃斯顿酷卓科技正式发布第二代人形机器人Codroid 02，身 高170cm、体重70kg、单臂负载5公斤，全身自由度可达31个（不含灵巧手）。 这款人形机器人不仅从 自主 核心部件、智能架构创新、全场景工业落地 三个维度全面展现了公司在具身智能领域的技术突破，更以实际 行动回应了各界对人形机器人商业化落地的迫切期待。 ▍ 核心部件持续优化：力量与精度的平衡 发布会上， Codroid 02用稳健有力的上台亮相步伐展示了优异的运动控制能力，其全身一体化关节模组由埃 斯顿酷卓全自主研发，通过技术融合实现了力量与精度的动态平衡，既能胜任体力劳动，也可执行精细化任 务。埃斯顿酷卓在机器人硬件领域一骑绝尘的传统优势，持续领跑行业。 ▍ 快慢系统具身架构：协同优化控制效率 Codroid 02的控制系统，来自于快慢系统协同的具身智能体架构。其中慢系统采用视觉语言大模型，通过多 模态大模型处理输入的文本指令和场景图像，负责高层次的任务理解和语义解析；快系统则采用流匹配策略， 依托模型预测控制与流匹配算法，实时接收慢系统输出、环境数据及当前关节、触觉、力觉等状态，输出精确 的 ...