在《智能涌现》近期与具身智能领域人士的交流中，小鹏机器人被频繁提及。 "论国内人形机器人的水平，小鹏能排前三。"一位具身行业人士对我们直言。 与热闹的中国具身创业相比，小鹏机器人显得有些低调，不过在8月19日的小鹏汽车财报电话会上，何 小鹏也透露：小鹏第五代的人形机器人将于2025年10月24日的"小鹏科技日"亮相，并于2026年下半年实 现量产。 《智能涌现》独家获悉，小鹏汽车人形机器人团队从2020年前后便开始筹备，目前一号位为米良川，据 我们了解，米良川2005年曾加入英伟达团队，此后任英伟达驻加州圣克拉拉的安卓软件高级经理，同时 负责中国的安卓平台部门。 有知情人士向《智能涌现》表示，何小鹏对机器人赛道的关注，最早始于2016年，"几乎每年都会认真 调研一次机器人方向"，还曾经去宇树与创始人王兴兴长谈。 在英伟达期间，米良川曾向英伟达全球副总裁吴新宙汇报，有过管理百人团队的经验。而在加入英伟达 之前，米良川是中科大9923班的校友，还曾经担任卡内基梅隆大学担任研究员。 小鹏在机器人赛道已经默默耕耘许久，甚至始于这波具身智能浪潮之前。 2020年，何小鹏开始出手，收购了赵同阳创办的"多够机器人（Dogo ...

文｜邱晓芬 编辑｜苏建勋 在《智能涌现》近期与具身智能领域人士的交流中，小鹏机器人被频繁提及。 "论国内人形机器人的水平，小鹏能排前三。"一位具身行业人士对我们直言。 与热闹的中国具身创业相比，小鹏机器人显得有些低调，不过在8月19日的小鹏汽车财报电话会上，何 小鹏也透露：小鹏第五代的人形机器人将于2025年10月24日的"小鹏科技日"亮相，并于2026年下半年实 现量产。 《智能涌现》独家获悉，小鹏汽车人形机器人团队从2020年前后便开始筹备，目前一号位为米良川，据 我们了解，米良川2005年曾加入英伟达团队，此后任英伟达驻加州圣克拉拉的安卓软件高级经理，同时 负责中国的安卓平台部门。 在英伟达期间，米良川曾向英伟达全球副总裁吴新宙汇报，有过管理百人团队的经验。而在加入英伟达 之前，米良川是中科大9923班的校友，还曾经担任卡内基梅隆大学担任研究员。 小鹏在机器人赛道已经默默耕耘许久，甚至始于这波具身智能浪潮之前。 有知情人士向《智能涌现》表示，何小鹏对机器人赛道的关注，最早始于2016年，"几乎每年都会认真 调研一次机器人方向"，还曾经去宇树与创始人王兴兴长谈。 2020年，何小鹏开始出手，收购了赵同阳创 ...

Core Viewpoints - The automotive industry is expected to achieve a valuation uplift from manufacturing to embodied intelligence under the wave of digital revolution and AI [3][27][32] - The human-shaped robot industry is in a transitional phase from 0 to 1, with significant potential for commercialization and application in various sectors [40][37] Group 1: Industry Trends - The human-shaped robot industry is anticipated to follow a path from specialized applications to general scenarios, with initial deployments in B-end specialized environments [10][13] - The automotive sector is a major application scene for AI, with the potential for significant valuation increases as companies transition from traditional manufacturing to AI-driven applications [3][27] - The overlap in supply chains between automotive components and human-shaped robots presents opportunities for industry upgrades, as many components are interchangeable [4][29][22] Group 2: Company Developments - Major automotive and tech companies, including Tesla, BYD, and Xiaomi, are entering the human-shaped robot market, leveraging their manufacturing capabilities and technological expertise [5][26][32] - Companies are actively developing human-shaped robots, with Tesla's Optimus expected to begin mass production by 2026, and other firms like BYD and Chery also making significant strides in this area [19][25][37] - The government is supporting the human-shaped robot industry through policies aimed at fostering innovation and development, indicating a strong future for this sector [43][44] Group 3: Market Dynamics - The transition from traditional vehicles to electric vehicles and now to AI-driven smart vehicles and robots represents a significant industry evolution, with companies that adapt early likely to benefit the most [35][28] - The expected demand for human-shaped robots is projected to reach millions, similar to the automotive market, creating a substantial market opportunity for companies involved in both sectors [22][37] - The integration of AI capabilities into automotive applications is expected to accelerate the development and deployment of human-shaped robots, enhancing their functionality and market readiness [15][16][32]

July 30, 2025 Investor Presentation Q2 2025 Earnings Pat J. Beyer President and Chief Executive Officer Todd W. Garner Executive Vice President and Chief Financial Officer Forward-Looking Information This presentation may contain forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties, which could cause actual results, performance, or trends to differ materially from those expressed in the forward- looking statements herein or in previous disclosures. F ...

拉松比赛没有涉及到机器人灵巧手，而这是人形机器人实际作业的最重要部件，亦庄在今年还会举办 人形机器人运动会，届时我们可以看到人形机器人更多方面的技能。 本文约 6 0 0 0 字，推荐阅读时长 2 0 分钟，欢迎关注新财富公众号。 1 人形机器人马拉松：不要高估短期进展，也不要低估长期进步 4月19日，全球首个有人形机器人参加的半程马拉松比赛在北京亦庄举办，人形机器人半马是人形机 器人走出实验室，走向应用的一次考验，赛道共计21.0975公里长，地面并不平整，中间略高、两侧 稍低，沿路伴有减速带和碎石，共计6个左转道与8个右转道，转道的转弯角度≥90°，坡道角度最高达 9°。这种长距离与复杂地形并存的场景，对人形机器人而言，是一次针对关节精度、热管理、电源系 统、控制算法、通信干扰等问题的极限测试。 共计20支人形机器人参加比赛，其中7个跑完了全程，国家地方共建具身智能机器人创新中心的天工 队机器人天工Ultra以2时40分42秒的成绩获得冠军。亚军是松延动力N2，季军为卓益得机器人旗下的 行者二号。本次比赛并没有要求机器人完全自主运行，也允许更换电池甚至更换机器人本体，"换 人"罚时10分钟，获得冠军的天工 ...

据悉，众擎机器人成立于2023年10月，创始人为此前小鹏旗下机器人团队"鹏行智能"公司创始人赵同 阳。众擎已经陆续吸纳了一批UC Berkeley、清华、普渡、港中文、北理工等高校背景的具身智能、运 控算法人才。 官微介绍，众擎创始人创办过仿生机器人公司Dogotix（多够机器人），自2016年起就在研发人形机器 人，2020年小鹏汽车完成了对Dogotix的管理层收购后，成立了鹏行智能。曾主导并成功研发出人形机 器人PX5产品，为同年度国内表现力数一数二的人形机器人。 众擎机器人是一家专注于具身智能通用机器人产品的研发企业，已成功推出其首款双足机器人产 品"SA01"，该产品的市场售价为3.85万元人民币。 瑞财经 王敏 近日，据众擎机器人官微消息，众擎机器人完成新一轮Pre-A轮融资，融资总额近2亿元人 民币。本轮融资由Stone Venture领投，商汤国香资本、弘晖基金、浔商创投、包河创投等一众老股东持 续加码。 据悉，Stone Venture是一家位于阿拉伯联合酋长国的私募投资机构，以直接投资的方式，重点布局亚洲 新兴市场的头部科技企业，助力亚洲领先科技企业拓展国际市场。 本轮资金将主要用于加速人 ...

Core Insights - The article highlights the journey of two entrepreneurs, Zhao Tongyang and Wang Xingxing, who started from humble beginnings in the robotics industry and have now become prominent figures in the humanoid robot sector [1][2][3][5][7]. Group 1: Background and Early Challenges - Both Zhao and Wang entered the robotics field in 2016, lacking prestigious educational backgrounds and facing significant challenges in securing funding [2][8][10]. - Zhao's initial ventures in bipedal robots faced financial difficulties, leading him to work for Xiaopeng Motors, while Wang struggled with funding and had to use personal savings to pay employees [2][3][16][17]. Group 2: Industry Evolution and Opportunities - The humanoid robot industry experienced a resurgence in 2023, driven by advancements in AI and large models, allowing both entrepreneurs to capitalize on new opportunities [3][23][29]. - Zhao's company, Zhongqing Robotics, raised nearly 400 million RMB in total funding over a year and a half, while Wang's Yushu Technology launched successful humanoid robots, gaining significant attention [3][24][29]. Group 3: Competitive Landscape and Future Prospects - The competition in the humanoid robot market is intensifying, with numerous startups and established tech giants like Tesla, Xiaomi, and Huawei entering the fray [27][29]. - Both Zhao and Wang are focusing on leveraging their past experiences and technological advancements to differentiate their products in a crowded market [25][29].