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商业领域收入激增165.5%,越疆加速奔跑
21世纪经济报道记者 石恩泽 深圳报道 值得一提的是,此前在产品线上,越疆的基本盘为六轴协作机器人,占比上半年营收总额的61.2%。而 这部分业务多用于工业。但今年3月,越疆宣布进军人形机器人,发布了全球首款直膝行走人形机器人 DOBOT Atom。 随后,在8月的世界机器人大会上,越疆通过安排DOBOT Atom Ⅱ"接打爆米花"的动态展示,向市场证 明其新产品在商业场景中的价值。 8月28日晚,"协作机器人第一股"越疆科技(2432.HK)发布2025年半年度业绩。财报显示,上半年, 越疆营业收入1.53亿元,同比增长27.08%;净利润4087万元,同比收窄31.75%。 目前越疆已于今年6月完成DOBOT Atom的量产验证,并向日本客户完成首批交付。而这将为越疆今后 在商业场景上打开更多可能。 分业务场景看,上半年越疆商业领域收入达1377万元,同比飙升165.5%。虽然目前商业领域占比总营 收比例尚小,约为9%,但其成为增速最快的业务板块。而商业板块的爆发,或与其在咖啡机器人、艾 灸机器人等复合产品上放量有关。 另外,越疆还在今年7月发布了六足仿生机器狗,补全具身智能机器人"手+身体+脚"的闭环, ...
中国机器人的八月狂欢 | 海斌访谈
Di Yi Cai Jing· 2025-08-18 11:18
王闯感觉,新一轮机器人竞赛"最后一定是中国胜利" 2025年的8月,是机器人之月。 8月18日8:20,智元的人形机器人A2在上海完成了24小时自主行走;8月17日,127个品牌参与的世界人形机器人运动会上,赛跑、跳远等各项目在北京决 出胜负;8月12日结束的世界机器人大会吸引了169家全球企业参与。 八月狂欢 远征A2是一款全尺寸人形机器人。17-18日,它通过"热插拔换电"方式快速补能,全程无遥控干预,自主完成避障、路径规划,完成了24小时户外行走。这 一活动的目标是完成机器人稳定性、环境适应性以及硬件可靠性的实用化验证。 "整个行业都没做过机器人全自主地走24个小时这件事儿。有白天有黑夜,有不定期出现的行人,就能全面地检验它从本体到算法,各种不同环境中的稳定 性。"王闯表示:"另外,我们希望在这种高温天气下,看一下整个机器人性能的上限。" 8月15日-17日,一百余个人形机器人品牌同样接受了"检验"。 2025世界人形机器人运动会,共设1500米、自由体操等26个赛项,487场比赛。参赛的这些机器人能跑动,能舞蹈,也跌倒、碰撞。它们在运动赛场上的比 拼,就是中国人形机器人产业激烈竞争现况的复现。 8月8 ...
8点1氪:全球首个孕育机器人预计一年内面世;胖东来回应招聘服刑人员;英伟达同意向美国政府“上贡”15%收入
36氪· 2025-08-12 00:09
Group 1 - Luxshare Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [4] - The world's first "pregnancy robot" prototype is expected to be launched within a year, priced under 100,000 yuan, designed to replicate the human pregnancy experience [5] - The animated film "Wang Wang Mountain Little Monster" has achieved a box office of over 574 million yuan, setting a record for domestic 2D animated films in China [10] Group 2 - The China Automobile Circulation Association reported a 2.17% year-on-year increase in used car transactions for the first seven months, with a total of 11.23 million vehicles traded [10] - Zhiyuan Robotics has secured a multi-million yuan order from Fulian Precision, marking a significant commercial milestone for industrial embodied robots [11] - The Beijing Economic and Technological Development Zone aims to produce 10,000 embodied intelligent robots by the end of 2027, supported by ten comprehensive measures [14] Group 3 - Dell has denied rumors regarding an "exit plan timeline," stating that the information circulating is false [20] - Tesla is set to release a significant update to its Full Self-Driving (FSD) software next month, promising major improvements in handling rare road conditions [20] - Apple is reportedly preparing to launch a new low-cost MacBook with an A18 Pro processor, aiming to disrupt the laptop market with a starting price between $599 and $699 [31]
8点1氪丨全球首个孕育机器人预计一年内面世;胖东来回应招聘服刑人员;英伟达同意向美国政府“上贡”15%收入
3 6 Ke· 2025-08-12 00:04
Group 1 - LuXiao Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [1] - The global first prototype of a "robot mother" is expected to be launched within a year, priced under 100,000 yuan [2] - The recruitment of ex-offenders by Pang Donglai is based on the belief in human kindness and the importance of reintegration into society [2] Group 2 - NVIDIA and AMD have agreed to pay 15% of their revenue from chip sales in China to the U.S. government in exchange for export licenses [3] - Shenzhen's health commission stated that non-marital births cannot receive childcare subsidies, pending further guidelines from Guangdong province [3] Group 3 - The animated film "Wang Wang Mountain Little Monster" has achieved a box office of over 574 million yuan, setting a record for domestic 2D animated films in China [4][5] - Baichuan Intelligent has released an open-source medical enhancement model Baichuan-M2, scoring 60.1 on HealthBench [18] Group 4 - Di'er Laser reported a net profit of 327 million yuan for the first half of the year, a year-on-year increase of 38.37% [20] - Rihou Optoelectronics achieved a net profit of 45.61 million yuan in the first half of the year, up 37.87% year-on-year [21] - WanHua Chemical's net profit for the first half of the year was 6.123 billion yuan, a decrease of 25.1% year-on-year [24] Group 5 - "New Sound Semiconductor" completed a B+ round financing of nearly 300 million yuan, led by Hongtai Fund [25] - "Gao Future" completed a B++ round financing of over 100 million yuan, focusing on the development of GaN power devices [27] Group 6 - Apple is reportedly preparing to launch a new low-cost MacBook, expected to be priced between $599 and $699 [28][29] - Hydrogen Source Intelligent has launched the world's first AI drone with L4-level autonomous flight capabilities [29]