8月8日，2025世界机器人大会（WRC 2025）在北京开幕，"人形机器人第一股"优必选携五大人形机器人亮 相，覆盖工业、商用、科研、陪伴多场景，火力全开，吸引了中共中央政治局委员、北京市委书记尹力，中共 中央政治局委员、北京市委书记尹力，中国科学技术协会主席万钢，工业和信息化部党组书记、部长李乐成， 北京市委副书记、市长殷勇，全国政协常委、致公党中央副主席、全国妇联副主席、中国电子学会理事长徐晓 兰等领导和嘉宾组团参观。 ┃ 五大人形机器人重磅登场，W alker S2和Cruzr S2现场首发 今年 7月，优必选发布全新一代工业人形机器人Walker S2。这款机器人身高1.76米，拥有52个自由度和工业 级灵巧手。通过群脑网络2.0+智能体技术Co-Agent构建AI双循环，Walker S2拥有更智慧的大脑，并具备国内 首个端到端"类人眼"双目立体视觉感知。它采用拟人化设计，可在0-1.8米全空间范围内稳定搬运15公斤负 载，并完成灵活摸地、极限下蹲、远距离抓取等高难度动作，其腰部更可实现±162°灵活旋转。通过刚柔异构材 料的复合应用，Walker S2实现了高强度轻量化的工业级本体设计，能够以2 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it Core Insights - The 2025 World Robot Conference (WRC) showcased over 200 companies and 1,500 exhibits, highlighting advancements in swarm intelligence, humanoid robotics, and multi-modal large models [1][15] - China's robotics industry is projected to generate nearly RMB 240 billion in revenue in 2024, maintaining its status as the largest industrial robot market globally for 12 consecutive years [4][18] - The commercialization of general-purpose humanoid robots follows a phased approach, transitioning from algorithm validation to household applications [3][17] Summary by Sections Event Overview - The WRC 2025 opened on August 8, 2025, in Beijing, featuring over 200 companies and 1,500 exhibits, including more than 50 humanoid robot manufacturers [1][15] Industry Achievements - The conference highlighted breakthroughs in swarm intelligence, humanoid robotics, and fully self-developed embodied intelligence systems, with notable demonstrations from companies like UBTech and Unitree [2][16] Market Dynamics - In the first half of 2025, industrial robot output reached 370,000 units, a 35.6% year-on-year increase, while service robot output reached 8.824 million units, up 25.5% year-on-year [4][18] - Industrial robots are utilized across 71 major and 241 sub-categories of the national economy, with applications in automotive manufacturing, electronics, and healthcare [4][18] Technological Framework - The Global & Omni-body Vision-Language-Action Model (GOVLA) represents a significant technological advancement, enabling coordinated control and task execution across various environments [3][17][20] - The phased rollout of humanoid robots includes stages from algorithm validation to public service and ultimately to household assistance [3][17] Future Outlook - The report indicates a strong foundation for future consumer adoption of humanoid robots, with a focus on high-value B2B markets in the early stages [3][17]

用什么词语能形容本届北京世界机器人大会（WRC）？第一个词可能是"翻番"。 2024年WRC上，人形机器人合计的展出数量已经达到了27款。而今年，参展WRC的厂商数量超过200 家，光人形机器人厂家数量就超过了50家。各类展品则合计达到1500件，高出去年900件；新品发布100 余件，数量较去年翻倍。 第二个词可能就是"疯狂"。 50000平方米的北人亦创中心，三天之中日日人潮涌动。合计130万报名参观者，不仅有从业者，爱好 者，甚至还有耄耋老者，垂髫孩提等等。人流最多之时，热门展区之前，几乎人人接踵，寸步难行。 然而，若要问此次WRC的意义，记者观察后却发现，喧嚣背后，参展的从业者们，却又意外的头脑清 晰。 俨然已经是"明星"的宇树科技CEO王兴兴，本次大会上罕见地进行了一次媒体会。在"长枪短炮"的围攻 下，王兴兴透露：宇树科技的目标，不光是让机器人成为"演员"和"运动员"，而是真正成为"打工人"， 成为"生产力"。 不仅是王兴兴，许多参展者，都表达了类似的观点。 毫无疑问，机器人在WRC演出行将谢幕。接下来，它们会纷纷选择拿起"锤子"。 "演"出新高度 每年WRC都有几个"主演"。今年WRC"演出"的主 ...

2025年8月8日，万众瞩目的世界机器人大会（WRC 2025）在北京盛大开幕，吸引了全球科技界的目 光。本次大会不仅展示了100余款机器人新品，更有50家人形机器人整机企业参展，将"人形化"趋势推 向了新的高度。 在大会的开幕式上，北京经信局正式发布了北京机器人"双百"成果及具身智能社会实验计划，为具身智 能和机器人产业化提供了政策、资金及场景支持，进一步激发了行业热情。 展会上，各大机器人厂商纷纷亮出绝活，成为现场最吸睛的焦点。宇树科技带来了其格斗机器人，现场 模拟拳击比赛，吸引了大量观众驻足观看。尽管这些格斗机器人仍需手动遥控，但宇树科技创始人兼 CEO王兴兴表示，他们的目标是开发通用型具身机器人，希望未来机器人能承担更多实际工作。 宇树科技还在展会上推出了两款新品：人形机器人Unitree R1和四足机器人Unitree A2。Unitree R1身高 1.21米，重25公斤，拥有24-26个自由度，起售价定为3.99万元，预计稍晚些时候实现量产。王兴兴表 示，这款机器人将主打运动能力，对行业带来冲击。 傅利叶智能则带来了其第三代人形机器人GR-3，这款机器人以《超能陆战队》中的大白为设计灵感， 强调 ...

Core Insights - The 2025 World Robot Conference (WRC 2025) was held in Beijing, showcasing five humanoid robots from UBTECH, including the Walker S2, Cruzr S2, and others, highlighting advancements in various application scenarios such as industrial manufacturing and service [2][3] Group 1: Product Features - The Walker S2 is a humanoid robot with a height of 1.76 meters, featuring 52 degrees of freedom and an industrial-grade dexterous hand, capable of carrying a load of 15 kilograms within a range of 0-1.8 meters [2] - The Walker S2 incorporates dual battery technology for hot-swappable power, allowing for continuous operation with a battery swap time of approximately 3 minutes, enabling 24/7 operational capability [3] - The Cruzr S2 utilizes UBTECH's self-developed Co-Agent technology and visual-laser navigation for efficient operation in complex environments, suitable for tasks like sorting, assembly, and guiding [3] Group 2: Business Collaborations and Financial Performance - UBTECH has established partnerships with several automotive companies, including Dongfeng Liuzhou Motor, Geely, and BYD, making it the only humanoid robot company collaborating with multiple car manufacturers [4] - In 2024, UBTECH reported revenue of 140 million yuan from industry-customized robots, a year-on-year increase of 126.1%, while consumer robots generated 477 million yuan, up 88.1% [4] - The company has secured a humanoid robot procurement project valued at 90.51 million yuan with Miyi Automotive Technology, considered the largest humanoid robot commercial contract globally to date [4]

Group 1 - The core viewpoint of the article highlights the advancements and competitive pricing strategies in the robotics industry, particularly focusing on the R1 robot's price reduction to 39,900 yuan, which is significantly lower than the G1 model [2] - Wang Xingxing, CEO of Yushu Technology, stated that the price reduction is based on model differentiation, aiming to make robots more accessible for procurement and usage [2] - OpenAI has launched GPT-5 for all Plus, Pro, Team, and free users, enhancing the rate limits for Plus and Team users to twice the previous rate, indicating a significant upgrade in AI capabilities [2] - UBTECH released the Cruzr S2, a full-size humanoid robot with a height of 176 cm and weight of 185 kg, featuring 44 degrees of freedom and capable of moving at a speed of 2 m/s [2] - Beijing Humanoid introduced four core achievements in embodied intelligence, including a world model system that enhances cognitive and predictive abilities, showcasing advancements in robotics technology [2]

Core Viewpoint - The 2025 World Robot Conference showcased over 1,500 exhibits from more than 200 domestic and international robot companies, highlighting the latest technological achievements and industry solutions in robotics [1] Group 1: Industry Trends - The global industrial robot installation volume decreased by 3% last year, totaling approximately 523,000 units, with declines in Asia (2%), Europe (6%), and the Americas (9%). In contrast, China is the only market showing growth, with an expected increase of 5% in 2024, reaching around 290,000 units [5] - China's share of the global industrial robot market is projected to rise from 51% in 2023 to 54% in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [5] - The production of industrial robots in China has surged from 33,000 units in 2015 to an estimated 556,000 units in 2024, while service robot production reached 10.52 million units, marking a year-on-year growth of 34.3% [5] Group 2: Technological Developments - The founder of Yushu Technology, Wang Xingxing, emphasized that the current limitations in humanoid robots stem from insufficient embodied intelligence AI, which restricts large-scale applications [3] - The development of humanoid robot AI is likened to the early years before the emergence of ChatGPT, indicating that the industry is on the verge of a breakthrough within the next 1 to 5 years [3] - Yushu Technology aims to create versatile humanoid robots applicable in various scenarios, including factories, performances, and homes, rather than being limited to single-use cases [3] Group 3: Exhibits and Innovations - JD.com, as the exclusive global strategic partner, announced a plan to invest over 10 billion yuan in the smart robot sector, aiming to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [7] - The conference featured innovative products such as the humanoid robot R1, priced at 39,900 yuan, capable of complex actions like punching and running, showcasing advancements in multi-modal AI integration [8] - The National and Local Joint Human-Robot Innovation Center presented the "Qinglong" humanoid robot product matrix, including the first full-size open-source humanoid robot, indicating significant progress in domestic robotics innovation [10] Group 4: Industry Chain Insights - The humanoid robot industry involves over 100 companies across various components, including reducers, dexterous hands, actuators, motors, sensors, chips, and controllers, with many listed companies participating in the market [11] - Long-term industry growth is anticipated due to optimization of the supply chain and enhancement of global competitiveness, with a focus on core components and application scenarios like logistics and healthcare [13]

8 月8日，2025世界机器人大会(WRC2025)在北京开幕，"人形机器人第一股"优必选携五大人形机器人亮相，包括全球首个可自主换电人 形机器人Walker S2、全尺寸通用轮式人形机器人Cruzr S2、"入职"全球最多工厂的工业人形机器人Walker S1、大阪世博会中国馆首个具 身智能"导览大使"Walker C、全尺寸科研级人形机器人天工行者，并通过工业制造、商用服务、科研教育、娱乐陪伴等丰富的应用场景演 示，让观众沉浸式体验具身智能的使用场景，成为展会焦点。 五大人形机器人重磅登场，Walker S2和Cruzr S2现场首发 "打工天团"展现硬核实力，群体智能重塑新质生产力 本届大会，优必选首次带来突破性的人形机器人群体智能技术，以产线级任务驱动的跨场域融合感知技术、智能混合决策技术、多机协 同控制等技术为基础，展示面向多任务工业场景的通用人形机器人群体作业解决方案，锻造"永不停机的新质生产力"。 通过群脑网络2.0的整体调度与任务分配管理，多台Walker S2、Cruzr S2，与UQI优奇顶升移动机器人Wali瓦力U600、无人物流车Chitu赤 兔协同展示，成功展现了从物料入库搬运到智能 ...

人形机器人产业正从技术突破迈向规模化落地新阶段。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，优必选携五大人形机器人亮相2025世界机器人大会（WRC 2025），包括全球 首个可自主换电人形机器人Walker S2、全尺寸通用轮式人形机器人Cruzr S2、"入职"全球最多工 厂的工业人形机器人Walker S1、大阪世博会中国馆首个具身智能"导览大使"Walker C、全尺寸科 研级人形机器人天工行者，并通过工业制造、商用服务、科研教育、娱乐陪伴等丰富的应用场景演 示，让观众沉浸式体验具身智能的使用场景。 五大人形机器人登场 Walker S2和Cruzr S2现场首发 今年7月，优必选发布全新一代工业人形机器人Walker S2。这款机器人身高1.76米，拥有52个自 由度和工业级灵巧手。通过群脑网络2.0+智能体技术Co-Agent构建AI双循环，Walker S2拥有更 智慧的大脑，并具备国内首个端到端"类人眼"双目立体视觉感知。它采用拟人化设计，可在0-1.8米 全空间范围内稳定搬运15公斤负载，并完成灵活摸地、极限下蹲、远距离抓取等 ...

Group 1 - The 2025 World Robot Conference opened in Beijing, showcasing five humanoid robots from UBTECH, including the world's first autonomous battery-swapping humanoid robot, Walker S2 [2][3] - Walker S2 features a height of 1.76 meters, 52 degrees of freedom, and an industrial-grade dexterous hand, capable of stable transportation of 15 kg loads within a range of 0-1.8 meters [2] - The robot incorporates a dual-battery power balance technology that allows for a battery swap in just 3 minutes, enabling continuous operation 24/7, setting a new standard for energy management in humanoid robots [3] Group 2 - UBTECH also introduced the Cruzr S2, a full-size wheeled humanoid robot that integrates advanced technologies for efficient navigation and multi-task operations in various industrial scenarios [3][4] - The company presented a breakthrough in humanoid robot swarm intelligence technology, showcasing a collaborative operation solution for multi-task industrial scenarios, enhancing production efficiency [4] - Walker S2 demonstrated advanced capabilities in complex tasks such as high-angle waist rotation sorting and extreme squatting for material handling, showcasing its superior operational abilities [5]