本报讯(记者金婉霞)2025年10月24日至10月26日，中国康复医学会综合学术年会暨康复医疗产业博览会 举行。上海傅利叶智能科技股份有限公司(以下简称"傅利叶")带来了伽利略系统、GRx系列人形机器人 和智能康复港产品矩阵，展现具身智能在康复医疗领域的应用潜力与未来方向。 傅利叶还带来了人形机器人GR-3、GR-1以及开源人形机器人N1等。 傅利叶方面表示，未来，融合多模态感知、AI大模型与运动控制等技术的人形机器人，将为康复过程 注入情感关怀与个性化体验，让"机械训练"变成"有温度的互动"。公司将坚持"以人为本，做有温度的 具身智能"的使命，携手全球医疗与科研机构，共建更智能、更高效、更人性化的康复生态体系，让机 器人技术真正赋能人类健康与生活。 其中，MetaMotus Galileo伽利略系统是傅利叶自主研发的国内首创人体运动量化研究与康复系统，融合 生物力学、康复医学和运动科学的前沿成果，集成六轴运动平台、六维测力台、LED柔性环屏、自适应 跑台、动态减重系统、运动捕获系统和人机交互软件等，通过模拟日常生活中的典型场景，为各类功能 障碍人群提供躯体功能训练和环境适应性训练，助力功能恢复与心理重建。此 ...

Core Viewpoint - In August 2025, China's robotics industry financing activities showed a phase adjustment after a high in July, with a total of 39 financing events, a 22% decrease from July's 50 events, indicating a need for improved market transparency [1][2]. Financing Overview - The estimated financing amount in August ranged between 2.8 billion to 4.7 billion yuan, significantly down from July's 8.4 billion to 9.8 billion yuan, reflecting a tightening of capital outflow [1]. - There were 7 financing events exceeding 100 million yuan, with notable amounts such as 500 million yuan for Mech-Mind Robotics and 300 million yuan for Fourier Intelligent Technology, indicating continued focus on leading companies with clear technological barriers and commercialization capabilities [1][2]. Financing Round Distribution - Early-stage financing saw a significant increase, with seed/angel rounds reaching 19 events and A rounds totaling 15 events, together accounting for 87% of the total, up from 66.7% in July [2]. - Mid-to-late stage financing showed structural adjustments, with only 6 events in B rounds and beyond, indicating a high financing threshold and a market trend of "early-stage activity and mid-to-late stage differentiation" [2]. Sector Performance - The humanoid robots and embodied intelligence sector stood out with 14 financing events, estimated to raise 960 million to 1.54 billion yuan, making up about one-third of the total industry financing in August [4]. - Capital is actively investing in both "hardware-software synergy" and "AI large model empowerment," focusing on leading manufacturers like Fourier and Songyan Power, as well as companies like Ruoyu Technology that provide foundational AI large models [4]. Key Companies - **Fourier Intelligent Technology**: Completed a 300 million yuan E+ round investment, marking its entry into the unicorn club with a pre-investment valuation of 8 billion yuan. The funds will support the development of humanoid robot production lines [8][11]. - **Songyan Power**: Announced a multi-hundred million yuan A++ round financing, led by Jinpu Investment, focusing on breakthroughs in motion control and environmental interaction technologies [15][17]. - **Mech-Mind Robotics**: Secured 500 million yuan in D round financing to enhance its embodied intelligence technology and expand its product line and application scenarios [19][23]. - **SpeedBot Robotics**: Completed a 100 million yuan B+ round financing to further develop industrial embodied intelligence products and expand into maritime and lithium battery industries [24][26]. Conclusion - Overall, the financing market in August 2025 for China's robotics industry exhibited characteristics of "total decline, early-stage strengthening, and structural optimization." Capital is increasingly concentrating on projects with core barriers and clear commercialization prospects, indicating a rational layout and value exploration strategy in the long term [7].

Group 1 - The World Artificial Intelligence Conference in 2025 highlighted humanoid robots, indicating a potential acceleration in their commercialization process [1] - Humanoid robots are transitioning from "technology development" to "scene pilot" stages, with a focus on revenue and implementation effectiveness in the near future [1] - The next-generation robot, the G2 from Zhiyuan Robotics, is set to be released, featuring upgrades in motion precision and scene adaptability, expanding the application boundaries of embodied intelligence [1] Group 2 - Zhiyuan Robotics plans to implement solutions in smart logistics, agricultural automation, and supermarket retail under the Charoen Pokphand Group, aiming to enhance intelligent productivity [2] - The "Embodied Intelligent Rehabilitation Port" by Fourier Intelligent addresses challenges in the rehabilitation medical field, with robots like GR-1 and GRx series enhancing patient interaction and rehabilitation efficiency [2] - Fourier's intelligent rehabilitation solutions have been implemented in 300 departments across various medical institutions nationwide, reshaping the rehabilitation service system [2] Group 3 - Zhiyuan Robotics showcased the Aibao series robots in manufacturing and consumer sectors, receiving nearly 500 orders this year for industrial and public service applications [3] - The newly released Xingdong Q5 robot has received dozens of orders for applications such as reception and hospital guidance, with a price range of 400,000 to 500,000 yuan per unit [3] - The company plans to deliver 100 Xingdong Q5 robots and 700 dexterous hand products this year, while expanding its factory in Beijing to enhance production capacity [3]

Group 1 - The 2025 World Artificial Intelligence Conference in Shanghai showcased over 60 intelligent robots, highlighting advancements in embodied intelligence and their applications in various fields [2][5] - The exhibition area exceeded 70,000 square meters with over 800 companies participating, marking the largest scale in the event's history [2] - Companies like Qianlang Intelligent demonstrated their humanoid robots, such as the XMAN-F1, which showcased high adaptability and task execution precision in service roles [2][3] Group 2 - Qianlang Intelligent's humanoid robots are designed for both specialized and general tasks, with expectations for future collaboration between these types to enhance service efficiency [3] - Fourier Intelligent introduced the GR-3 humanoid robot, focusing on interactive companionship and a more humanized design for medical and wellness applications [4] - The rise of "blue-collar robots" in industries like smart manufacturing and logistics was emphasized, with companies like Kepler Robotics preparing for mass production of humanoid robots [4] Group 3 - The Chinese government is promoting future industries such as embodied intelligence, with humanoid robots becoming a market focus [5] - Experts predict that the humanoid robot sector could evolve into a trillion-dollar market, emphasizing the potential for productivity enhancement and revolutionary changes across various industries [5]

Key Policies - Shandong Province has introduced a series of policies to accelerate the development of artificial intelligence, aiming to create a high-quality development model by 2027, including the cultivation of 20 foundational AI models and over 100 typical application cases [4][5] - The policies focus on enhancing technological innovation, optimizing industrial ecology, and providing resource guarantees to support the entire AI industry chain [5] Key Regions - Shenzhen's "Robot Valley" has established a complete industrial ecosystem from core components to application scenarios, with significant advancements in collaborative robots and autonomous navigation technologies [6][7][8] - The number of robot companies in Shenzhen is projected to reach 74,000 by 2024, with a total industrial output value exceeding 201.2 billion yuan, marking a 39.64% year-on-year growth [10] Key Events - The Chengdu Humanoid Robot Innovation Center has achieved a breakthrough in technology, enabling humanoid robots to perform complex tasks across different spaces [33][37] - The 2025 China (Zhengzhou) Robot and Artificial Intelligence Industry Conference will focus on the integration of AI and robotics, showcasing application potential across various sectors [38][40] - A 5 billion yuan robot headquarters project has been signed in Changshu, expected to generate an annual output value of 10 billion yuan upon completion [42][43] Key Companies - Amazon has launched a new warehouse robot named Vulcan, capable of performing 75% of item picking and storage tasks previously done by humans [50] - Yushutech's CEO reported a surge in orders and a talent shortage, indicating a booming humanoid robot market driven by favorable policies [51][52] - Fourier has introduced a new generation of bionic robots with advanced interaction capabilities, emphasizing the importance of human-like features in future robotics [54][66] Industry Dynamics - The integration of AI and humanoid robots is accelerating, with companies like Ruishun Technology and Aifute focusing on enhancing robot capabilities through AI [47][48] - The demand for humanoid robots in urban services is increasing, with strategic partnerships being formed to develop solutions for various applications [57][58] - The industry is witnessing a shift towards quality and innovation, with companies aiming to reduce reliance on imported components and enhance local production capabilities [24][25][28]