沿沪宁产业创新带（以下简称"沿沪宁"），正在不断走深做实。自2019年写入《长三角一体化发展规划 纲要》，2022年国家发改委出台《沿沪宁产业创新带建设方案》和2025年三省一市发布《关于促进长三 角科技创新协同发展的决定》，今年以来，上海市普陀区与南京、无锡、常州、苏州、南通、扬州、镇 江、泰州等八市，携手推动沿沪宁产业创新带建设，逐渐形成一条辐射力强、分工凸显的创新走廊。 机器人是沿沪宁产业链完整、企业数量多、发展质量高的产业之一。沿沪宁机器人产业发展状况如何？ 产业分工呈现怎样的格局？本报告采用了产业通、企查查、IT桔子、国家标准化管理委员会、国家知识 产权局和上市公司年报等数据，梳理沿沪宁机器人产业发展图谱。 本文主要发现如下： • 企业分布：沿沪宁汇聚全国9%的机器人企业，主要集中于上海浦东和苏州昆山。企业整体质量较高， 上海龙头企业优势突出。 •产业分工：上海大模型技术引领具身智能，南京工业机器人，苏州服务机器人，无锡精密电子制造， 常州电池电机，南通机器人小镇，其他地区蕴藏广阔应用场景潜力。 •经营状况：2024年沿沪宁机器人上市公司总体经营表现转弱，上游企业利润走低，中游企业单价高盈 利少，下 ...

Tesla’s (TSLA) 2025 journey has been anything but smooth. The year began on a sour note, with the electric vehicle (EV) stock logging its worst quarter since 2022, battered further by President Donald Trump’s tariff shock in April. Sentiment soured as sales lagged, competition from China tightened, and Musk’s political moves drew sharp backlash. Yet just as the story seemed stuck in reverse, momentum flipped. TSLA stock turned green for 2025, surging double digits from April lows, fueled by CEO Elon Musk’ ...

9月24日（周三）下午，北京智源人工智能研究院将举办具身智能新基建Workshop，带您了解智源具身智能 领域最新的工作进展 欢迎扫码报名共同探索具身智能的未来！ 如需咨询企业合作事宜，欢迎联系机器人大讲堂-客服(19560423866，手机与微信同号)进行对接。 时间：2025年9月24日 14:00-17:30 地点：智源大厦一层报告厅（北京市海淀区成府路150号） 工业机器人企业 埃斯顿自动化 | 埃夫特机器人 | 非夕科技 | 法奥机器人 | 越疆机器人 | 节卡机器人 | 松灵机器人 | 珞石机器人 | 盈连科技 | 集萃智造 | 优傲机器人 | CGXi长广溪智造 | 阿童木机器人 | 极智嘉 服务与特种机器人企业 亿嘉和 | 晶品特装 | 七腾机器人 | 史河机器人 | 九号机器人 | 普渡机器人 | 小笨智能 | 机器姬 医疗机器人企业 元化智能 | 天智航 | 思哲睿智能医疗 | 精锋医疗 | 佗道医疗 | 真易达 | 术锐®机器人 | 罗森博特 | 磅客策 | 柏惠 维康 | 迪视医疗 | 水木东方 ----------------END------------------- 具身智能企业 ...

Hello guys. Thank you. My name is Adul Krishna, founder and CEO of IHub Robotics.Today we are going to talking about artificial intelligence. Everyone knows artificial intelligence, right. Yes, everyone using artificial intellence every day, right.Lots of a tools, JPT, right. >> Yeah. Today we are talking about artificial intellence application in robotics.Okay, we can check our first case study. It's very interesting case study. I know everyone knows this picture, everyone knows this character, everyone kn ...

Core Viewpoint - Unitree Robotics is preparing for its initial public offering (IPO) and plans to submit filing documents to the stock exchange between October and December 2025, at which point relevant operating data will be disclosed [2][3]. Revenue Structure - In 2024, the sales distribution of Unitree Robotics' products is expected to be approximately 65% for quadruped robots, 30% for humanoid robots, and 5% for component products [3][4]. - About 80% of quadruped robots are utilized in research, education, and consumer fields, while the remaining 20% are used in industrial applications such as inspection and firefighting. Humanoid robots are exclusively used in research, education, and consumer sectors [4]. Market Performance - On September 2, 2023, the A-share market saw a surge in robotics-related stocks, with companies like Zhejiang Rongtai and others experiencing significant price increases, indicating strong market interest in the robotics sector [8][10]. - Zhejiang Rongtai's stock price reached a record high, with a closing price of 86.27 yuan per share and a total market capitalization of 31.38 billion yuan [10][14]. Financial Performance - Zhejiang Rongtai reported a revenue of 1.135 billion yuan in 2024, representing a year-on-year growth of 41.8%, and a net profit of 230 million yuan, up 34.02% year-on-year. For the first half of 2025, revenue was 572 million yuan, a 14.96% increase, with a net profit of 123 million yuan, growing 22.23% year-on-year [14].

August 20, 2025 03:33 PM GMT Humanoids | Asia Pacific MIR Conference Call Takeaways: First Year of Mass Production Key Takeaways MIR (a third-party consulting firm focusing on automation market research) held a call on August 20, to discuss its views on the outlook for industrials and humanoid robots, and reducers as a core component of humanoids. China's upstream-driven approach: Initially, suppliers in China will benefit, allowing them to reduce the costs of humanoids to expand adoption and scale up, crea ...

The three-day long event showcases more than 500 robots from around the world, which will compete in sports including soccer and boxing. Photo: Hannah Miao #wsj #china #robot ...

Industry Focus & Innovation - China views AI as a key area for global governance, with events like this being major opportunities for companies to showcase innovation [2] - Humanoid robots are a key focus, with companies like Unitree showcasing their technology [3] - The blending of technology and entertainment is an important revenue stream for these robotics companies, driving commercialization [5] Market Dynamics & Competition - The humanoid robot industry may face consolidation due to the high number of companies in the space [5] - Robot boxing matches are a popular attraction, indicating a growing interest and market for robotics [3][6] Government & Policy - Government officials are present at the event, highlighting the importance of AI and robotics to China [1] - Premier Li Jong stated that China can play a key role in global governance [2]

AI 发展趋势 - Kscale Labs 推出 9,000 美元的开源人形机器人，旨在与 Tesla Optimus 和 Figure 竞争 [1] - 报告预测，到 2030 年，AI 的需求可能与整个美国电网的需求相匹配，需要紧急扩展核反应堆和燃料 [1] - 工业界正在探索构建超级工业园区，例如软银计划在亚利桑那州投资 1 万亿美元建设类似中国深圳的 Mega Hub，专注于 AI 和机器人技术 [18][28] - 医疗领域正在出现医疗超级智能，LLM 模型在医学创新中发挥作用 [16] - 预测 AI 机器人将在未来两到三年内迎来类似 ChatGPT 的爆发式增长 [17] - 报告指出，如果按照目前的指数级发展速度，未来 5 年内 80% 的人类任务将被 AI 代理取代 [20] 人才争夺 - Meta 积极招揽 AI 人才，包括收购 Scale AI 的部分股权以获得 Alexander Wang 及其团队 [7] - Google 收购 AI 编码开发平台 Windsurf，以获取人才 [10] - 报告强调，人才争夺战对公司的成败至关重要，建议公司采取积极的人才引进策略 [8] 公司动态 - 报告提及 Larry Page 的新公司 Datomics 致力于利用 AI 彻底改变产品制造，实现工业自动化 [31] - 报告指出 Meta 在其大型模型方面遇到问题，并计划将其从开源转向闭源 [26] - IBM 裁减了 8,000 名人力资源员工，旨在测试自动化在人力资源职能中的应用 [23]

Core Viewpoint - The Shandong Provincial Government has launched the "Shandong Robot Industry High-Quality Development Action Plan (2025-2027)", aiming to exceed a manufacturing scale of 50 billion yuan in the robot industry by 2027 [1][4]. Group 1: Overall Goals - By 2027, the robot manufacturing industry in Shandong is expected to surpass 50 billion yuan, with the goal of nurturing more than three leading enterprises with an output value exceeding 2 billion yuan each [4]. - The plan includes the establishment of innovation centers and platforms across four key areas: industrial robots, service robots, special robots, and humanoid robots [4]. Group 2: Main Tasks - The action plan outlines five main tasks: 1. Promote key technological innovations by accelerating the layout of forward-looking technologies and enhancing platform construction [5]. 2. Accelerate the cultivation of industrial entities by fostering high-quality enterprises and conducting precise industrial chain investment [5]. 3. Promote industrial agglomeration and expansion by building development hubs and specialized industrial bases [5]. 4. Expand application scenarios through the "Robot+" initiative, enhancing innovation in application scenarios [5]. 5. Improve support for elements by increasing the introduction of high-end talent and strengthening financial support [5]. Group 3: Support Measures - The plan includes 18 measures focusing on integrated promotion, covering technological innovation, industrial cultivation, financial support, standard construction, talent support, and application promotion [5]. - It emphasizes forward-looking layouts and the gathering of resources and innovation elements, with tailored development plans for each city [5]. - The plan aims to cultivate a gradient of enterprises, including innovative small and medium-sized enterprises and "little giant" companies, to create a competitive ecosystem [5]. Group 4: Implementation and Future Steps - The Shandong Provincial Industrial and Information Technology Department will work with relevant departments to strengthen policy implementation and increase collaboration and application traction [6]. - The plan is designed to be highly valuable, targeted, and beneficial to a wide range of stakeholders [6].