华夏时报记者石飞月北京报道 几十台人形机器人同时在你面前协同作业，这是不是你脑海里曾经幻想过的未来场景？这一幕在2025世界机器人 大会（下称"2025WRC"）现场出现了。在优必选展台，一群和真人差不多高的人形机器人在车间里井然有序地工 作，有的搬运重物、有的分拣货品，还有的会自主更换电池，被现场观众戏称"天生打工人"。 除了优必选，还有不少人形机器人厂商展示了旗下产品在不同场景的应用，如加速进化机器人踢球、傅利叶机器 人辅助复健、宇树机器人格斗和跳舞、众擎机器人跳舞和跑步、魔法原子机器人展示工业流水线"点胶场景"等。 各种技能展示的背后，源于人形机器人在本体、大脑和小脑等领域的突破，从而推动各行业客户下单。 在2025WRC期间，厂商们纷纷释放出商业化的积极信号，如智元机器人拿下数千万元订单、优必选预计今年工业 人形机器人的交付量大概在500台、加速进化已经出货数百台、傅利叶今年双足人形机器人交付目标是300台等。 综合各大厂商透露出的信息，目前国内人形机器人的主要应用领域包括导览、展示、科研、工业、康养等。 订单与产能齐涨 光鲜亮丽的表演带来的，是人形机器人厂商纷纷到手的订单。 8月10日，智元机器人宣 ...

Core Insights - The humanoid robot market is experiencing significant price reductions, with full-sized models now available for as low as 158,000 yuan, compared to several million yuan just a few years ago [1][2] - The acceleration of domestic production capabilities and competition among companies are key factors driving down prices [5][6] Price Trends - Full-sized humanoid robots have seen dramatic price drops this year, with notable examples including the Unitree H1 at 650,000 yuan in February, and the recent LimX Oli at 158,000 yuan [2] - The price of non-full-sized humanoid robots has also decreased, with models like the Unitree R1 starting at 39,900 yuan [3] Market Dynamics - The competition in the humanoid robot market is intensifying, with multiple companies announcing production plans and volume targets for the coming years [7][8] - Companies like Ubiquity and ZhiYuan Robotics are setting ambitious delivery goals, aiming for thousands of units by 2026 and 2027 [7][8] Domestic Production and Supply Chain - The domestic humanoid robot industry is benefiting from a high level of localization in key components, which is helping to reduce manufacturing costs [5][6] - Companies are increasingly relying on self-developed technologies to lower costs, with significant advancements in core components like servo motors and sensors [5][6] Future Outlook - Experts predict that the price of humanoid robots could continue to decline, potentially reaching levels comparable to consumer electronics within a few years [4][6] - The industry is expected to undergo further standardization, which will contribute to cost reductions and increased accessibility [6][8]

Core Insights - The report highlights that 2025 will be a pivotal year for the overseas robot industry, driven by AI technology and vertical integration strategies by leading companies [1][5] - Huawei's entry into the robot sector aims to fill China's gaps in core technologies by providing AI algorithms, operating systems, and chips, fostering an ecosystem with various partners [1][6] - The general robot market is expected to experience explosive growth between 2028 and 2030, although its iteration speed will be constrained by the co-evolution of models, data, and hardware [1][7] Industry Dynamics - NVIDIA launched the world's first open-source general humanoid robot base model, GR00T N1, enhancing adaptability and task generalization while reducing development costs [2][5] - Figure has shifted from collaboration with OpenAI to self-developing AI models to ensure optimal hardware-software integration [2][5] - Huawei's ecosystem collaboration and the launch of the embodied intelligence platform are accelerating the application of robot technology across various vertical scenarios in China [2][6] Market Analysis - The report indicates that the general robot market is still maturing, while professional robots are expected to achieve breakthroughs in specific areas [2][7] - The industrial collaborative robot market is projected to reach $2.78 billion by 2028, with a CAGR of 29% from 2023 to 2028, while the commercial collaborative robot market is expected to reach $1.2 billion [7] - The AI-embodied home robot market is anticipated to reach 62.4 billion RMB by 2029, with a CAGR of 60% from 2024 to 2029 [7] Company Recommendations - UBTECH, a leader in humanoid robots in China, has been given a buy rating with a target price of HKD 110, leveraging its core technology in servo drivers [8] - Yujin Robot, a leader in collaborative robots, has also received a buy rating with a target price of HKD 76, following the launch of its humanoid robot Dobot Atom [8] - Tesla, despite short-term setbacks in its automotive business, remains a long-term leader in humanoid robots, with a revised target price of $377 [8] - Woan Robotics, the largest AI-embodied home robot system provider globally, holds a market share of 11.9% and is noted for its comprehensive product offerings [8][3]

Group 1 - The industry consensus is that humanoid robots represent the future, but the path to achieving this goal is diverse and complex, reflecting a clash of perceptions within the sector [1] - The humanoid robot and embodied intelligence industry is seen as a core driver of production relationship reconstruction, fueled by global industrial upgrades and technological revolutions [1][2] - There is a structural mismatch in the labor market, creating a demand for humanoid robots to fill the gap in low-end repetitive labor positions [1][2] Group 2 - The current investment landscape shows a "financing misalignment," where capital flows favor established players, creating a challenge for smaller startups to secure funding [3][4] - Most humanoid robot companies rely on a combination of equity financing and pre-sales to maintain their funding cycle, as the industry is characterized by long cycles and high barriers [2][3] Group 3 - The commercial landscape for humanoid robots is at a critical turning point, with many companies still in early-stage validation, while only a few have secured actual orders and commercial viability [4][5] - The primary challenges in commercialization include insufficient depth in scene value exploration and a lack of a closed-loop commercial logic [4][5] Group 4 - The industry is experiencing a "Matthew effect," where larger companies benefit from capital and market advantages, making it difficult for smaller firms to compete [5][6] - Companies are increasingly focusing on finding their "ecological niche" and developing differentiated strategies to stand out in a crowded market [6][7] Group 5 - The prices of humanoid robots are rapidly decreasing, with smaller models priced as low as 39,000 yuan, making them more accessible for educational and research purposes [7][8] - Companies like Yushutech have achieved significant cost reductions through self-research, allowing them to offer competitive pricing while maintaining high performance [7][8] Group 6 - Some companies are successfully leveraging specific scenarios, such as sports events, to validate their technology and establish market presence [6][9] - The long-term vision for the humanoid robot industry includes a significant integration of robots into everyday life, potentially transforming social structures and economic systems [9][10] Group 7 - The industry is expected to follow a unique path characterized by technological autonomy, localized applications, and open ecosystems, as companies navigate the competitive landscape [10] - The true competition in the humanoid robot sector is not a sprint but a marathon, emphasizing the importance of sustained efforts in commercialization and innovation [10]

Core Viewpoint - Yujiang Technology has emerged as a leading player in the collaborative robot industry, emphasizing the importance of technological innovation and a complete supply chain to gain a competitive edge in the global market [1][3][4]. Group 1: Company Overview - Founded in 2014, Yujiang Technology has grown from a small startup to the second-largest collaborative robot manufacturer globally and the largest in China, with products sold in over 80 countries [1][2]. - The company’s first product, the "Yujiang Magician," was a lightweight collaborative robot that received over 1,000 orders from the U.S. market shortly after its launch [2]. Group 2: Technological Innovation - Yujiang Technology has developed a comprehensive self-research technology system, covering various components such as tactile sensors, controllers, servo motors, encoders, and AI software [3][4]. - The company has implemented a "dual breakthrough" strategy focusing on core technology research and expanding industry applications [6]. Group 3: Market Position and Strategy - Yujiang Technology's collaborative robots have achieved cumulative sales of over 80,000 units, with 59% of revenue coming from overseas markets [4][6]. - The company has established partnerships with around 80 Fortune 500 companies, showcasing its ability to meet high standards in automation and efficiency [4]. Group 4: Future Plans - The company aims to support the upgrade of domestic intelligent manufacturing while expanding its collaborative robot ecosystem through partnerships with global technology collaborators [7]. - Yujiang Technology is set to launch its humanoid robot, Dobot Atom, which is designed for complex applications in various industries, with mass production expected to begin mid-year [6][7].

傅利叶正式开源全尺寸人形机器人数据集Fourier ActionNet。 Fourier ActionNet 数据集囊括傅利叶GRx 系列所有机型的各类任务训练，完整记录机器人在真实环境中 的任务执行数据，涵盖了对常用工具、家居用品、食物等多种物体的精确取放、倾倒等操作，以及在不 同环境条件下实现泛化执行。除了数据集的开源以外，傅利叶同步开放了全球首个包含采集算法、训练 算法以及数据部署算法的全流程工具链，最大程度上与全球开发者共享研究成果。 越疆19.9 万起全尺寸具身智能人形机器人正式预售。2025 年3 月18 日，越疆正式发布并预售全球首 款"灵巧操作+直膝行走"具身智能人形机器人Dobot Atom，售价19.9 万元起。未来将主要面向数以千计 用工的车厂组装备料环节、咖啡店制饮多台设备的流程操作、连锁药店夜间取药等场景，目前越疆已开 展国内一线车厂、电子制造厂、咖啡奶茶店的场景合作，并将于今年年中实现试产和批量。 美的人形机器人样机首次曝光。2025 年3 月18 日，美的集团研发的人形机器人首次曝光，这款机器人 不仅能跳舞、能"比心"，也能听懂语音指令并按照指令去完成相应操作。美的机器人主要分两 ...

Core Insights - The article highlights significant developments in the AI industry, including major investments, product launches, and strategic shifts by leading companies [2][24]. Domestic Developments - Alibaba is reportedly aiming for full "AI integration" across its business by 2025, with all departments evaluated on their AI utilization for growth [4][5]. - Notable investor Duan Yongping purchased $9.25 million worth of Nvidia shares, but Nvidia's stock fell by 3.43% on the day of the announcement [5]. - Manus has registered its generative AI service Monica in Beijing, with the city leading in the number of registered large model products [5]. - The Step-Video-TI2V model was released, capable of generating 5-second videos with controllable motion [5]. - Yushutech showcased its humanoid robot and quadruped robot at AWE2025, attracting significant attention [6]. - The AI service Deepseek will assist users in estimating repair costs, enhancing transparency in pricing [8]. - Xiaomi's AI search and writing tools were among 34 newly registered generative AI services in Beijing [14]. International Developments - OpenAI launched new voice models aimed at developing voice AI agents, marking a significant advancement in the field [14]. - Elon Musk's xAI is collaborating with BlackRock to establish an AI infrastructure investment fund, indicating a competitive stance against OpenAI [15]. - Apple is restructuring its AI leadership to revitalize its AI initiatives, particularly focusing on improving Siri [15][16]. - Nvidia introduced the GROOT N1, an open-source humanoid robot model, which is expected to accelerate the development of humanoid robots [19][21]. - Google announced a $32 billion acquisition of cloud security company Wiz, enhancing its cloud capabilities in the AI era [21]. Investment and Financing Overview - This week, there were 7 disclosed AI financing events globally, totaling approximately 563 million RMB, with an average investment of 94 million RMB [25][31]. - The majority of domestic AI financing events were concentrated in Zhejiang and Beijing, with 4 and 3 events respectively [28]. - Zhihui AI, a developer of AI knowledge technology, completed a 300 million RMB D++ round financing, focusing on large model innovations [31].

Core Insights - The robotics sector is experiencing significant enthusiasm and investment, with a notable increase in funding and interest from various institutions [1][2] - Major companies in the industry are actively launching innovative products and platforms, indicating a shift towards advanced robotics technology [2][3] - China's robotics industry is transitioning from a "follower" to a "runner" in technology, with a strong emphasis on core algorithms and application scenarios [3] Investment Trends - In the first two months of 2025, humanoid robot developers in China secured nearly 2 billion yuan in new funding, a significant increase from the previous year's 1.2 billion yuan [1] - Investment institutions are showing heightened interest in robotics, with some companies experiencing rapid valuation increases due to market demand [2] Industry Developments - Notable product launches include the Dobot Atom, a humanoid robot with advanced capabilities, and the Lingxi X2, showcasing the integration of AI and robotics [2][3] - Leading investment firms are strategically investing in various segments of the robotics industry, covering commercial robots, interactive robots, and intelligent models [2] Ecosystem and Market Position - China has established a comprehensive ecosystem in the humanoid robotics sector, with 56 out of 100 core companies identified globally being based in China, holding a 63% share of the global market [3] - The country is recognized for its strong supply chain and integration capabilities in the physical construction of robots, with a 45% share in this segment [3] Innovation and Future Outlook - The competition in the robotics industry is seen as a reflection of national innovation systems, with China leveraging a dual approach of government-led funds and market-driven investments to foster innovation [4] - The emergence of young entrepreneurs utilizing advanced tools like AI is expected to propel the industry forward, creating a unique "Chinese intelligence" in the global market [4]

据上交所、深交所公告，越疆正式获纳入港股通名单，3月10日起正式生效。根据灼识咨询报告，按 2023年的出货量计，越疆科技在全球协作机器人行业中排名前二，并在中国所有协作机器人公司中排名 第一，全球市场份额为13.0%。截至目前，越疆科技已推出4个系列共27款协作机器人型号，可满足制 造、零售、医疗健康、STEAM教育、科研等众多领域的大量使用场景。 港股异动 | 越疆(02432)涨超12%再创新高 公司推出 亲民价人形机器人 近期获纳入港股通名单 智通财经APP获悉，越疆(02432)早盘涨超12%，高见77.5港元再创上市新高。截至发稿，涨12.22%，报 76.7港元，成交额11.48亿港元。 消息面上，越疆推出全球首款同时具备灵巧操作和直膝行走的全尺寸具身智能人形机器人产品Dobot Atom。Dobot Atom公布售价19.9万元人民币起，这标志全尺寸人形机器人正式进入19.9万元人民币价格 带，量产时代或将提前到来。据悉，目前越疆已开展与国内一线车厂、电子制造厂、咖啡奶茶店的场景 合作，并将于今年年中实现试产和批量。 ...

导 语 ：工业机器人企业扎堆入局，人形机器人赛道竞争加剧。 以下文章来源于高工人形机器人 ，作者Levi. 高工人形机器人 . 高工机器人旗下聚焦具身智能、人形机器人赛道平台，覆盖计算、感知、控制、执行、本体核心供应 链，提供品牌传播策划、行业研究咨询服务，洞察行业变革，挖掘未来之星 作 者 | Levi. 来源 | 高工人形机器人 Dobot Atom 的步态行走能力基于仿人直膝行走系统 AWS（Anthropomorphic Walking System），结合类 人生物力学、模仿学习和强化学习神经网络，利用真实人类动作数据进行训练。直膝行走的能耗相比传 统屈膝式降低 42%，有助于提升机器人的续航能力。 又一家工业机器人上市企业，冲入人形机器人赛道。 上周，越疆机器人发布了全球首款同时实现了"灵巧操作+直膝行走"具身智能人形机器人Dobot Atom。 尽管他们去年在港股上市，成为"协作机器人第一股"。但越疆机器人的雄心无疑不止于协作机器 人，继埃斯顿、汇川技术、埃夫特之后，越疆机器人也义无反顾投入人形机器人的竞赛中。 资本市场显然看好越疆的入局，3月18日，越疆机器人的开盘价为53.95港元/股，截止 ...