一边是"非人形"机器人焊接、码垛、洗盘子，一边是人形机器人做咖啡、打爆米花、送东西……在2025 世界机器人大会（WRC）现场，不少传统工业机器人公司开始在展位上亮相其最新研发的人形机器 人。北京商报记者探访发现，在越来越多工业机器人走向人形机器人背后，具身智能机器人已从技术探 索阶段迈入规模化价值创造新阶段，不同于以往讲求精度的"刚性约束"，它们开始拥抱更多的不确定 性，同时，比追求"人形"更重要的是，谁的机器人能更快上岗，以及推动"人形机器人+行业"生态构 建。 从工业走向人形是进化 8月8日，在2025世界机器人大会开幕当天，作为港股"协作机器人第一股"的越疆科技也正式发布了旗下 具身智能人形机器人DOBOT AtomⅡ，并借"机械臂+人形+多足"具身智能机器人平台宣布"具身智能机 器人已从技术探索阶段迈入规模化价值创造新阶段"。 在越疆科技的展位上，给现场观众接打爆米花的正是DOBOT AtomⅡ。越疆科技工作人员向北京商报记 者介绍称，这是一款能达到毫米级精度的机器人，同时还具备双脑协同决策功能，除了能够在狭窄的操 作台之间灵活转身，平稳精准地将爆米花倒入盒中递给观众，还能快速回应观众挥手、比心、鼓 ...

Core Insights - The transition from industrial robots to humanoid robots represents an evolution rather than a mere change of track, indicating a shift towards more complex systems [5] - Companies are focusing on the speed of deployment of humanoid robots in practical applications rather than merely mimicking human appearance [6][7] - The humanoid robot market in China is projected to exceed 100 million units by 2045, with a market size potentially reaching approximately 10 trillion yuan [6] Company Developments - Yujian Technology launched its humanoid robot DOBOT Atom II at the World Robot Conference, emphasizing its capabilities in precision and dual-brain collaborative decision-making [3] - New松 Robotics showcased various humanoid robots and highlighted the natural progression from traditional industrial robots to humanoid robots, driven by increasing customer demands for flexible production [4] - Yujian Technology's chief scientist noted that advancements in AI models have enabled breakthroughs in control, cognition, and interaction, making humanoid robots more than just physical imitations of humans [4] Market Trends - The initial deployment of humanoid robots is expected to occur in low-speed, high-frequency, and essential commercial scenarios, such as pharmacy logistics and retail guidance [6] - The industry is moving towards integrating humanoid robots with various industrial equipment and digital workshops to enhance high-end and intelligent upgrades [7] - The focus is shifting from rigid constraints in industrial robots to embracing flexibility and uncertainty in humanoid robots, necessitating upgrades in algorithms, perception models, and motion planning [7]

Core Viewpoint - The World Robot Conference (WRC) has reached unprecedented popularity, showcasing over 1,500 exhibits from more than 200 domestic and international robot companies, indicating a significant growth in the robotics industry and its applications [4]. Group 1: Event Highlights - The event attracted a diverse audience, including investors, industry professionals, and families, with long queues and crowded exhibition spaces [3]. - JD.com emerged as a major player, announcing an investment of over 10 billion yuan in the smart robot sector, aiming to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [3][4]. - The conference featured over 100 new product launches, with a record number of humanoid robot manufacturers participating [4]. Group 2: Industry Trends - The concept of robots performing various tasks is becoming a reality, with applications in serving tea, cooking, and assisting in household chores, although current performance speeds are still slow [4][6]. - The maturity of technology and completeness of the industry are still developing, with many humanoid robots lacking essential features like force sensors for flexible operations [4][6]. - The demand for humanoid robots in sectors like elderly care and household assistance is high, but supply capabilities are lagging behind [6]. Group 3: Key Observations - Companies like Yushutech, UBTECH, and Accelerated Evolution are gaining recognition as leading players in the robotics space [6]. - AI large models are becoming foundational infrastructure for robotics, enhancing data collection, training, and execution capabilities [6]. - Core components such as drive systems, sensors, and controllers are gaining attention from investors, indicating a shift towards more functional robots [6]. Group 4: Market Dynamics - The pricing of robots remains high, with costs ranging from tens of thousands to hundreds of thousands of yuan, making them less accessible to average consumers [6]. - The emergence of "robot 4S stores" suggests a trend towards making robot purchasing as convenient as buying a car [7]. - The gap between the usability of robots and consumer expectations is significant, with many robots still unable to perform complex tasks effectively [6].