软银 在 2025 年 10 月 8 日宣布以 54 亿美元收购 ABB 的机器人业务 ， 这笔交易打破了 ABB 原本计划将 机器人业务分拆上市的计划 ， 让业界再次惊叹软银的大手笔投资 。 今年 4 月， ABB 宣布拟分拆机器人业务独立上市。彼时 机器人大讲堂就收到 市场传闻称， ABB 曾寻求机 器人业务的整体转让，因售价太高与多个意向买家磋商无果，所以才转向分拆上市，同时继续为出售铺路 ， 如今软银整体收购也验证了当时的市场猜测。 该笔交易预计在 2026 年中后期完成。对于全球机器人市场而言， 这意味着全新一轮的洗牌正在进行，中国 高端机器人制造商有望迎来持续性的海外"国产替代"机遇。 ▍ 即将到来的问题与挑战 软银的机器人之路 或许很难 一帆风顺，其面临的挑战 艰巨。 例如多数收并购带来的 技术 、团队 整合难题。 对 ABB 而言，卖出机器人业务 这一决策是 ABB 首席执行 官莫滕・维罗德自去年上任后的首个重大举措 ，原因是 近年来， ABB 机器人业务 已经 面临盈利能力下 滑、销售额走低的困境，另外，这也是 ABB 持续聚焦电气化与自动化核心业务、优化资产组合战略的决定性 一步 ， 这意 ...

以下文章来源于机器人技术与应用 ，作者唐 机器人技术与应用 . 传播企业信息和市场行情，交流业内创新成果，推动行业技术进步。宣传报道国内外机器人技术领域最新技术、 成果和信息，促进企业转型升级，搭建产学研交流平台。 日本软银集团已与瑞士工业巨头 ABB达成最终协议，以53.75亿美元（约384.5亿元人民币）收购ABB的机器人业 务。这一交易于10月8日官宣，成为近年来全球工业自动化和机器人领域最为重磅的并购案。 这并非孤立的资本动作，而是软银围绕 "2035年实现超级人工智能（ASI）"目标，构建"算力底座-硬件载体-场 景落地-生态协同"全链条布局的关键一环。 该收购案已获得软银董事会同意，但交易尚需获得欧盟、中国、美国等地的常规监管审批并满足其他成交条件， 预计在明年的中后期才会正式完成。收购完成后， ABB的机器人业务将正式成为软银集团旗下的子公司。 ABB作为全球工业机器人"四大家族"之一，拥有超过50年的技术积累和全球客户基础。其机器人业务2024年营收 达23亿美元，拥有约7000名员工。 ▎十年布局，从 Pepper 到 ABB ， 构建 机器人集团化壁垒 软银在机器人领域的野心可追溯至十几年 ...

（文/陈济深 编辑/张广凯） 10月8日，阿里巴巴通义千问技术负责人林俊旸在社交平台发布了一条简短但分量十足的消息：团队已 正式建立"机器人和具身智能小组"。 然而，想凭借AI大模型为"大脑"打赢这场物理世界智能化战争的玩家，并不止阿里。 在这条赛道上，早已巨头林立，模式各异：特斯拉正以"从芯片到整机"的全栈自研模式打造擎天柱 （Optimus）；明星创业公司Figure AI选择与OpenAI结盟，构成"顶尖AI大脑+敏捷硬件身体"的典型组 合；而Google DeepMind则持续通过发布RT系列模型，探索通用AI模型控制万物的技术边界。 但此前各方的角力，更多还停留在投资产业和技术研发并进阶段。直到2025年10月8日这一天，阿里与 软银的同时出手，才真正将这场竞赛推向了"产业级"规模与"生态级"对抗的全新阶段。 从"广撒网"到"深扎根" 阿里的行动，发生在具身智能全球竞赛骤然加速的背景之下。 就在林俊旸官宣的同一天，日本软银集团也正式宣布，以近54亿美元现金，将工业机器人"四大家族"之 一ABB集团旗下的"机器人与离散自动化事业部"收入囊中。软银董事长孙正义对此明确表示，此举旨在 将"人工超级智能和机 ...

Group 1 - The rise of AI chatbots, particularly those with emotional companionship features, is driven by a significant emotional vacuum in modern society, with at least 1 billion people globally suffering from anxiety and depression [2][3] - AI chatbots are filling the gap in emotional support due to a shortage of mental health professionals, with a reported deficit of over 430,000 counselors in China alone [3] - The emotional value provided by AI chatbots has transformed them into a new category of "emotional consumer goods," appealing to a wide demographic [3] Group 2 - The commercial potential of AI chatbots is evident, with Character.ai achieving over 22 million monthly active users and significant investment from tech giants like Google, which invested $2.7 billion to acquire its core team [5][7] - The chatbot market is not only about emotional companionship but also about disrupting traditional industries, particularly in customer service, where AI can reduce interaction costs to less than one-tenth of human agents [7][8] - The shift towards AI chatbots is expected to challenge traditional search engines, with predictions that by 2026, the number of traditional search engines will decrease by 25% as AI chatbots take over market share [9][10] Group 3 - The current chatbot market faces challenges such as homogenization, where many products are merely variations of a few large models, leading to a lack of user loyalty [12] - There are concerns regarding the reliability of AI technology, with a significant percentage of AI tools spreading misinformation, which could have serious implications in professional fields [13] - The ethical and safety implications of AI chatbots are becoming increasingly critical, as evidenced by tragic cases where AI interactions have led to harmful outcomes for vulnerable users [14][15]

Core Viewpoint - The company plans to establish a wholly-owned subsidiary, Shenzhen Shengqiao Robotics Co., Ltd., with a registered capital of RMB 30 million to enhance its humanoid robot business and optimize operations with its French subsidiary [1] Group 1: Company Strategy - The establishment of Shengqiao Robotics Co., Ltd. aims to support the company's humanoid robot development and operational needs [1] - The company acquired core assets of Aldebaran Robotics, including Nao and Pepper series robots, in July 2025, and will set up a French subsidiary to manage these assets [1] - Shengqiao Robotics will serve as an independent operational platform for the company's robot business, facilitating increased investment in humanoid robots [1] Group 2: Operational Synergy - The new subsidiary will take over production and some R&D functions from the French subsidiary, enhancing collaboration and supply chain efficiency [1] - The establishment of Shengqiao Robotics is expected to create synergies between the French subsidiary and domestic robot operations [1]

Core Viewpoint - The company announced the establishment of a wholly-owned subsidiary, Shenzhen Shengqiao Robotics Co., Ltd., with a registered capital of 30 million yuan, to enhance its humanoid robot development and business layout [1] Group 1: Company Developments - The board of directors approved the establishment of Shenzhen Shengqiao Robotics Co., Ltd. on September 12, 2025, with the company holding 100% equity [1] - The company acquired core assets of Aldebaran Robotics, including the Nao and Pepper series robots, in July 2025 and established a subsidiary in France to operate these assets [1] Group 2: Strategic Objectives - The establishment of Shengqiao Robotics aims to accelerate the company's humanoid robot R&D process and business layout [1] - Shengqiao Robotics will serve as the production and part of the R&D function for the French subsidiary, enhancing collaboration and optimizing the supply chain and R&D mechanisms [1] - The new subsidiary will operate independently to support increased investment in humanoid robotics and establish a foundation for the development of the company's humanoid robot business [1]

公司于2025年7月竞拍获得Aldebaran公司机器人（含Nao、Pepper等系列机器人）核心资产，并设立法 国子公司作为该项资产的运营主体。为加速公司人形机器人研发进程和业务布局，公司设立盛巧机器人 公司，将其作为法国子公司的生产职能以及部分研发职能的承接主体，以有效建立与法国子公司的联 动，充分发挥法国子公司与国内机器人业务的协同效应，优化法国子公司的供应链和研发机制。此外， 盛巧机器人公司将作为公司机器人业务的独立运营主体，为公司持续加大人形机器人业务投入，打造独 立运营平台，推进公司人形机器人业务发展奠定基础。 格隆汇9月12日丨盛视科技(002990.SZ)公布，根据业务发展和实际经营需要，公司拟使用自有资金以现 金出资方式，投资设立全资子公司深圳盛巧机器人有限公司（暂定名，具体以当地登记机关核准为准， 简称"盛巧机器人公司"），该子公司注册资本为人民币3,000万元，公司持有其100%股权。 ...

Group 1: Core Concepts of Machine Emotion - Machine emotion refers to the external manifestation of human-like emotions by AI systems, relying on emotional intelligence and emotional computing as the main technological pathway [3][5][6] - The concept of machine emotion is interdisciplinary, involving cognitive science, emotional philosophy, psychology, computer science, and sociology [5][6] - Emotional intelligence is the foundational capability for machine emotion, encompassing emotional recognition, expression, experience, and control [6][9] Group 2: Construction and Characteristics of Machine Emotion - Machine emotion is characterized by its constructiveness, mimetic nature, embodiment, and computational aspects, emphasizing the generation logic and operational mechanisms of machine emotion [5][12] - The realization of machine emotion depends on emotional computing, which captures human emotional data through various sensors and builds a personalized computational system for emotional understanding and response [7][12] - Machine emotion is limited in its ability to mimic human emotional recognition and expression but lacks genuine emotional experience and control [12][16] Group 3: Human-Machine Emotional Interaction - Human-machine emotion is fundamentally a projection of human emotions onto machines, lacking true intersubjectivity and emotional sharing [13][15] - The construction of human-machine emotion is influenced by psychological mechanisms, such as anthropomorphism and social cultural factors, which shape human emotional responses to machines [15][16] - The emotional interaction between humans and machines can lead to risks such as emotional deception, emotional monitoring, emotional degradation, and emotional manipulation [17][18] Group 4: Ethical Considerations and Development of Machine Emotion - To mitigate risks associated with machine emotion, it is essential to construct machine emotions that serve human needs and enhance interaction [18][19] - The development of machine emotion should adhere to a limited approach, ensuring the appropriateness of emotional capabilities and avoiding exaggerated claims [19][20] - Transparency, authenticity, and rigor should guide the promotion of machine emotions, ensuring users are aware of the simulated nature of emotional responses [20][21]

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [28]. Core Insights - The humanoid robot concept index increased by 1.96% from July 6 to July 11, 2025, outperforming the CSI 300 index by 1.15 percentage points. Year-to-date, the humanoid robot index has risen by 38.26%, surpassing the CSI 300 index by 33.17 percentage points [2][12]. - The report highlights a significant acquisition by Zhiyuan Robotics, which announced plans to acquire a 63.62% stake in Shangwei New Materials for approximately 2 billion yuan. This acquisition is expected to be a landmark case for the humanoid intelligence sector on the Sci-Tech Innovation Board [5][24]. - The report emphasizes the rapid advancements in the humanoid robot sector, driven by increased financing, product innovation, and technological breakthroughs, suggesting that the trend towards humanoid intelligence is irreversible [5]. Weekly Market Review - The humanoid robot index saw the highest weekly gain from Haosen Intelligent (+31.10%) and the largest decline from Zhongjing Electronics (-13.78%) [17][18]. - The report notes that the Shanghai government is focusing on creating a demonstration area for various applications of artificial intelligence, with plans to establish a humanoid robot innovation center [20]. Weekly Hotspots Policy Developments - Shanghai has approved 82 large models for various applications, aiming to enhance AI integration across multiple sectors, including manufacturing and logistics [20]. - The West Lake District in Hangzhou is set to establish a humanoid robot pilot base, projected to generate over 10 billion yuan in industry output by the end of 2027 [21]. Product and Technology Iteration - Magic Atom launched the high-dynamic bipedal humanoid robot MagicBot Z1, which integrates high-performance reliability, an open AI ecosystem, and diverse application scenarios [21]. - Figure's CEO announced plans to triple the production of humanoid robots from July to September 2025 due to successful early progress in their manufacturing facility [21]. Investment and Financing - Several companies in the humanoid robot sector have secured significant funding, including Kuawei Intelligent, which completed several hundred million yuan in Series A financing, and Xinghai Map, which raised over 100 million USD in two rounds of financing [22][23]. - Zhiyuan Robotics' acquisition of Shangwei New Materials is highlighted as a major investment move within the industry [24]. Key Company Announcements - Shengshi Technology plans to participate in a public auction for humanoid robot assets in France, with a maximum investment of 28 million euros [26]. - Wanma Co. announced that its high polymer ultra-high voltage insulation material project will reach an annual production capacity of 60,000 tons upon completion [26].

Core Viewpoint - The company, 盛视科技, has successfully acquired robotic assets from Aldebaran SAS for €900,000, aiming to enhance its global presence in the robotics sector and expand both ToC and ToB business lines [1][4]. Group 1: Acquisition Details - 盛视科技 announced its participation in the public auction of Aldebaran SAS's robotic assets, successfully winning the bid for €900,000 [1]. - The acquired assets include key technologies and brands from Aldebaran's Nao, Plato, and Pepper robot series [1]. - The company plans to establish 盛视技术法国有限公司 in Paris to manage and operate the acquired assets [1]. Group 2: Aldebaran Company Background - Aldebaran, founded in 2005 and based in Paris, is known for its humanoid robot design, development, and commercialization [1]. - The Nao robot, launched in 2006, is recognized as a benchmark tool for STEM education, utilized by thousands of universities and research institutions globally [2]. - The Pepper robot, introduced in 2014, is one of the first commercial robots capable of recognizing human emotions, widely used in various sectors including commercial services and healthcare [2]. Group 3: Strategic Direction - 盛视科技 aims to leverage Aldebaran's core team and technology to enhance its humanoid robotics business, focusing on integrating these assets into its existing operations [4]. - The company has a solid foundation in robotics, having developed various products including inspection and collaborative robots, and has expanded its business into smart transportation and smart airport sectors [4]. - 盛视科技 has achieved significant breakthroughs in overseas markets, covering countries such as the UAE, Saudi Arabia, and Oman [4].