Core Insights - The focus of the WAIC and WRC this year is on practical applications of robotics, moving away from mere demonstrations of capabilities to real-world tasks such as sorting on production lines and retail operations [3][12][19] - The emergence of embodied intelligence is highlighted, with many companies showcasing robots that can interact and perform complex tasks, indicating a significant advancement in the field [6][8][21] Group 1: Event Highlights - The WAIC featured 80 companies focused on embodied intelligence, showcasing robots like boxing humanoids and agile quadrupeds [3][6] - At the WRC, robots demonstrated various skills, including delivering goods and engaging in interactive games, emphasizing their practical utility [3][8] - Companies like Yushutech and Zhiyuan Robotics attracted attention with their advanced humanoid robots capable of complex movements and interactions [6][9] Group 2: Technological Advancements - The integration of large models and high-precision dynamic performance has expanded the application scenarios for robots [5] - Companies are focusing on enhancing the realism and emotional engagement of robots through advanced expression simulation and sensory technologies [21][24] - The development of versatile robotic hands and components is crucial for the overall functionality of humanoid robots, with several companies showcasing innovative designs [30][31] Group 3: Industry Trends - The trend towards a diverse product ecosystem is evident, with companies developing a wide range of robots for various applications, from industrial to service sectors [28] - The industry is witnessing a deepening of the supply chain, with a focus on collaborative technologies and shared innovations among manufacturers [29] - The commercialization of robots in retail and service industries is progressing, with several companies demonstrating robots capable of performing specific tasks in real-world environments [18][19]

Core Viewpoint - The humanoid robot industry is transitioning from a phase of technical demonstrations to commercial implementation, marked by significant business contracts and increased financing activities [1][4]. Group 1: Industry Developments - The efficiency of humanoid robots is currently around 40% compared to human workers, with ongoing efforts to improve this metric [2]. - Major contracts have been awarded in the humanoid robot sector, including a procurement project worth 90.51 million yuan by UBTECH and a total of 124 million yuan for a project involving Zhiyuan Robotics and Yushu Technology [3]. - The capital market is witnessing increased activity, with companies like Yushu Technology and Zhiyuan Robotics pursuing IPOs and financing rounds [4][7]. Group 2: Technological Advancements - UBTECH's latest humanoid robot, WalkerS2, features a pioneering hot-swappable battery system that allows for continuous operation, addressing the need for robots to work up to 16 hours a day [6]. - The industry is focusing on real-world applications, with demonstrations of robots performing tasks in various settings, such as factories and service environments [6]. Group 3: Market Trends - The humanoid robot industry is experiencing rapid growth, with estimates of 50% to 100% growth in the first half of the year [7]. - Companies are increasingly looking to integrate capital from various sectors, including cloud computing and automotive, to enhance their operational capabilities and market reach [8]. Group 4: Business Models - The industry is diversifying its business strategies, with some companies adopting platform-based approaches to empower developers and researchers, while others focus on deep specialization in specific verticals [9][12]. - The "robot as a service" (RaaS) model is emerging, allowing customers to rent robotic services instead of purchasing robots outright [11]. Group 5: Challenges and Solutions - Cost remains a significant barrier to widespread adoption, with the need for effective integration of diverse hardware components being a critical challenge [17]. - Data quality and availability are also major hurdles, with companies exploring solutions to gather high-quality, real-world data to improve robot performance [18]. Group 6: Future Outlook - The path to large-scale commercialization of humanoid robots is expected to be a long-term endeavor, requiring patience and ongoing advancements in technology and regulatory frameworks [20].

当硬件性能与软件效率形成合力，具身智能的边界将被不断拓宽。 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 ， 跨维智能 于 7 月 27 日 在 WAIC 2025 正 式 发 布 了 全 新 一 代 人 形 机 器 人 DexForce W1 Pro —— 作为 W1 的迭代升级款，其在机器人本体软硬件算法与开发工具链上实现 全方位革新，面向各个行业的用户提供丰富的硬件配置选择与 EmbodiChain 具身智能开发平台。 这里需要指出的一点是， 不同于停留在 "实验室环境"的基于舵机方案的实验用机器人，或是主要服 务于"情绪价值"的基于准直驱方案的展示用机器人，一个能创造真实价值的精巧操作型机器人，必 须在核心零部件、机身构型、电路设计及控制算法上实现深度耦合，从而达到产品级的高稳定性、高 精度、高柔性与长时运行能力。 DexForce W1 Pro 就 融合了 X-Wiz 提供的模块化多层次开发接口，并借助 EmbodiChain 赋予 的强大数据扩增与生成能力，能够在真实场景的作业需求牵引下，自主完成高精度、高稳定性的机器 人 ...

前不久，跨维正式发布第二代人形机器人 DexForce W1 Pro，并展示做咖啡的视频，在本届WAIC上，我们 看到了真机的现场演示，该机器人展现出的高精度作业能力，远比视频中更令人惊叹。 亚毫米级操作精度，是本次 DexForce W1 表现优越的重要因素。由于机器人双臂重复定位精度提升至 ≤0.5mm，搭配可选配的6自由度灵巧手，使得其能灵活完成 "抓取细小咖啡胶囊""对准咖啡机入口放置""按 压按钮" 等精细动作。 自主做咖啡对人形机器人来说并非易事，这是一个人形机器人完成 "长任务"的典型演示。因为这类任务往往 持续时间相对较长、流程复杂，需要机器人长时间稳定运行。但 长任务的完成能力又是人形机器人进入更广 泛落地场景的核心体现 ， 比如家庭保洁、工厂长时间巡检、照顾老人等都属于长任务。 "做好一杯咖啡" 背后， 需要 人形 机器人完成一系列连贯动作：识别咖啡胶囊位置 →抓取胶囊→精准放入 咖啡机→操作咖啡机按钮/旋钮→等待冲泡→取出咖啡杯， 这个任务链条中， 要求机器人具备 环境感知精 度、动作控制精度、任务逻辑连贯性 三大核心能力 。 同时，人形机器人自主执行长任务的本质难点，其实还有 "动态环 ...