7月26日，观众在和智行鸿宇人形机器人互动。这是一款用于康养领域的机器人，可以识别人的肢体语 言。当日，2025世界人工智能大会暨人工智能全球治理高级别会议在上海开幕。新华社记者 陈浩明 摄 新华社上海7月27日电（记者有之炘 杨有宗）烹饪关东煮的"料理达人"、动作娴熟的"调酒师"、专业示 范动作的"康复师"、连续8小时作业的"工厂打工人"……在2025世界人工智能大会现场，60余款智能机 器人同场竞技、各显神通。 从外骨骼康复机器人起步的傅利叶智能，"剧透"了即将发布的人形机器人GR-3，这是该公司首款主打 交互陪伴的医用康养机器人。不同于以往工业风格的设计，GR-3采用莫兰迪暖调配色，柔和的曲线、 灵动的双眼和温和的触感，打破了传统的人形机器人形象。 傅利叶展台的另一大亮点是"具身智能康复港"，以GRx系列人形机器人为核心，针对康养场景需求构建 了导诊咨询、认知康复训练、上肢康复训练等模块，旨在打造更智能、更人性化的康复服务体验。 除服务业应用外，一批"能上岗"的"蓝领机器人"也备受关注。上海开普勒机器人有限公司专注于将人形 机器人应用于智能制造、仓储物流、智慧巡检等工业场景，以满足实际生产需求。开普勒的 ...

人形机器人赛道正在吸引更多资本入局。 5月26日晚间，润阳科技公告称，为满足公司战略发展需要，拓展公司业务领域，在保持公司自有主营业务稳健发展的同时，丰富公司产业布局，提升 公司综合竞争力，公司拟与傅利叶签订《投资意向协议》，拟通过认缴标的公司新增注册资本额的方式进行投资，傅利叶的投前整体估值为80亿元，公司拟 以现金方式合计投资不超过3亿元。 润阳科技表示，通过对傅利叶的投资，有利于拓展公司发泡材料的应用场景，使公司更紧密地根据新兴产业的需求进行新材料研发，提升产品技术含 量，有助于提升公司综合竞争力及优化公司业务布局，符合公司战略发展规划，对公司的持续发展将产生积极影响。 5月27日，《国际金融报》记者就双方合作的详细情况询问傅利叶方面，相关负责人仅回应，"一切以公告为准"。 记者查询发现，目前傅利叶智能已将销售渠道延伸至电商平台，该公司已在淘宝、京东等知名电商平台上开设官方旗舰店，产品从几百元的便携式康复 辅助器具到上万元康复训练器均有所涉及，覆盖神经、骨科、疼痛等多种治疗类型。 值得关注的是，润阳科技所处行业已现人形机器人赛道布局动向。5月12日，祥源新材曾表示，在人形机器人电子皮肤材料领域已有明确布 ...

Group 1 - The core point of the news is that Runyang Technology plans to invest up to 300 million yuan in Fourier Intelligent Technology, with a pre-investment valuation of 8 billion yuan for Fourier [1] - The investment aims to expand the application scenarios of Runyang's foamed materials and enhance the company's competitiveness and business layout in line with its strategic development plan [2] - Runyang Technology's main business involves the research, production, and sales of polyolefin foamed materials, which are high polymer materials created through a complex foaming process [1] Group 2 - Fourier is a leading company in the general robotics industry, focusing on humanoid robots and intelligent rehabilitation solutions, with products used in over 40 countries and regions [2] - The GRx series humanoid robots, including models GR-1 and GR-2, are designed for various applications such as guidance, academic research, and medical rehabilitation [2] - In January, Fourier completed a new round of financing totaling nearly 800 million yuan, which will support its mission to create the best embodiment for AI [3]

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]

"人形机器人，其技术本质上也是在解决'人和机器怎么相处'这个核心命题。" 5月9日，在上海具身智能独角兽傅利叶的十周年庆暨首届具身智能生态峰会上，傅利叶创始人兼CEO顾捷分享了自己的创业体会，并提出了立足 康养、聚焦交互、服务于人的下一个十年核心战略。 顾捷表示，傅利叶要做的，是最懂交互、最有温度的机器人，"机器人是能够去照顾人的，是最终要服务到人的，无论是陪伴，还是枯燥的康复训 练，还是终究有一天的进入家庭、进入各种各样的场景，机器人一定是要有温度的，会和人类一起交互的。" 未来的机器人需要能够真正帮助到人，需要具备感知能力，感知环境、人类的需求以及周边的情绪，然后利用现在的大模型AI技术进行思考，最 后做出相应的反馈，这与其他一些行业在技术路线上存在差异。 傅利叶创始人兼CEO顾捷 顾捷强调，傅利叶一边做康复一边做人形，二者并不冲突，反而是一体两面，相辅相成的。 顾捷在接受采访时表示，交互性和温度，用英文表述是"human"，更准确地说是以人为本。在很多生产制造过程中，其实并不太需要与零件、工 件进行大量复杂的交互。 他表示，傅利叶并不是简单地分为康复板块和人形板块，而是基于以人为本的具身智能赛道。不同形 ...