Core Viewpoint - The 2025 China Industrial Expo Robot Exhibition, themed "Embodied Industry, Intelligent Future," will showcase over 500 renowned global companies and highlight cutting-edge robotic technologies and applications in a vast space of 56,000 square meters [2]. Group 1: Collaborative Robots - ABB's PoWa is a compact collaborative robot designed for speed and efficiency, achieving industrial-grade speeds of up to 5.8 m/s, making it ideal for small and medium enterprises with its no-code programming and plug-and-play capabilities [4]. - JAKA Lumi is an embodied intelligent platform designed for lightweight scenarios, featuring a 12-degree-of-freedom collaborative motion system that enhances production efficiency and product quality in tight spaces [7]. - GBT-C12A from Jiebo is a collaborative robot with a repeat positioning accuracy of 0.03mm, suitable for high hygiene and precision requirements in food processing environments [10]. Group 2: Industrial Robots - FANUC's ROBODRILL DC series is a high-efficiency machining center that enhances processing speed and quality through structural optimization and AI algorithms [19]. - Yaskawa's MOTOMAN-ME1000 is a heavy-duty SCARA robot capable of handling loads up to 1 ton, specifically designed for electric vehicle battery assembly [22]. - KUKA's KR IONTEC ultra is optimized for battery handling and lightweight spot welding, offering high dynamics and precision in compact spaces [25]. Group 3: Humanoid Robots - The Doco humanoid robot from Siasun integrates intelligent interaction and autonomous operation, capable of performing complex assembly tasks and providing services in commercial settings [48][49]. - Kepler's K2 "Bumblebee" humanoid robot combines cloud-based models with physical capabilities, enabling it to autonomously complete tasks in logistics and hazardous environments [52]. - DexForce W1 is a humanoid robot designed for precise operations in complex environments, featuring 34 actuators for flexibility and real-time environmental sensing [56]. Group 4: Intelligent Perception - Mech-GPT from Mechamand is an intelligent system that combines perception, decision-making, and execution capabilities, enhancing robots' ability to understand and interact with their environment [58][60]. Group 5: Logistics Innovations - Jiateng's single-arm unmanned forklift is designed for low-profile material handling, improving logistics efficiency in warehouses [80]. - Sainade's iLoabot series includes intelligent robots capable of autonomous loading and unloading, with advanced navigation and operational capabilities [83]. Group 6: Industry Applications - Songchuan's AIS-200 mechanical arm box-opening machine offers high cost-effectiveness and compatibility across various industries, streamlining the box-opening process [87].

2025 年 5 月 18 日 电力设备新能源、公用事业、环保 山东广东出台 136 号文配套细则，装机及电价预期逐步明朗 ——电新公用环保行业周报 20250518 电力设备新能源 买入（维持） 公用事业 买入（维持） 环保 买入（维持） 作者 分析师：殷中枢 执业证书编号：S0930518040004 010-58452071 yinzs@ebscn.com 分析师：郝骞 执业证书编号：S0930520050001 021-52523827 haoqian@ebscn.com 分析师：陈无忌 执业证书编号：S0930522070001 021-52523693 chenwuji@ebscn.com 分析师：宋黎超 执业证书编号：S0930523060001 021-52523817 songlichao@ebscn.com 分析师：和霖 执业证书编号：S0930523070006 021-52523853 helin@ebscn.com 联系人：邓怡亮 021-52523802 dengyiliang@ebscn.com 行业与沪深 300 指数对比图 -40% -20% 0% 20% 40% 2024/ ...

Core Viewpoint - The article highlights the rapid growth potential of the embodied intelligence market, predicting a market size of 232.63 billion yuan by 2030 with a compound annual growth rate of 64.18% [1] Market Challenges - The traditional embodied intelligence solutions face three major barriers: long deployment cycles, high costs, and a lack of integrated hardware-software solutions [1] - Deployment cycles are lengthy due to the need for developers to procure various components individually, leading to challenges in meeting customization demands [1] - High costs are a significant issue, with individual systems often exceeding 100,000 yuan, making large-scale research and training difficult [1][2] - The market lacks integrated embodied intelligence systems, requiring developers to create their own software and algorithms, complicating the integration process [1] JAKA Lumi Platform - The JAKA Lumi platform offers a one-stop solution priced at 79,800 yuan, significantly lowering the entry barrier for small and medium enterprises and individual developers [2][3] - It integrates core functionalities such as efficient data collection, model training, parameter tuning, and model deployment, targeting lightweight scenarios across various fields [3] - The platform features a highly integrated design with 12 degrees of freedom, an intelligent lifting module, and multi-modal sensors, enabling a complete toolchain for embodied intelligence [3][6] Competitive Advantage - JAKA Lumi's pricing is over 60% lower than similar products, which typically range from 200,000 to 500,000 yuan, potentially reshaping industry pricing dynamics [4] - The platform's development is backed by over a decade of technological expertise in integrated drive control joints, ensuring high quality and usability [5][4] Functionality and Usability - JAKA Lumi's hardware design includes a flexible motion capability and a 360° environment modeling ability, enhancing its operational efficiency in dynamic environments [8][13] - The platform supports a variety of end-effectors, making it adaptable for diverse applications in industrial and domestic settings [15] - It features an open software ecosystem, allowing seamless integration with major simulation platforms and facilitating rapid development cycles for developers [16][18] Application Scenarios - JAKA Lumi is positioned to enhance efficiency and user experience in various service sectors, including restaurants, hotels, and home care, by autonomously navigating and delivering items [19][20] - The platform can also serve as a low-cost testing ground for research institutions, accelerating the iteration of embodied intelligence technologies [21] Future Outlook - JAKA Lumi aims to redefine the future of embodied intelligence by breaking down cost barriers and making advanced robotics accessible to a broader audience, including small business owners and families [22]