Core Insights - The 2025 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS 2025) in Hangzhou focuses on the deep integration of artificial intelligence and robotics, showcasing China's advancements in the robotics industry [1] - The conference highlights a shift from isolated breakthroughs to a systematic and ecological development stage in China's robotics technology [1] Humanoid Robots: From Technical Marvels to Practical Applications - Humanoid robots are a focal point, with companies showcasing diverse technological paths and commercialization strategies [2] - Companies like Fourier Intelligence and ZhiYuan Robotics are exploring emotional interaction and open-source strategies, while others like Magic Atom and ZhuJi Dynamics are enhancing humanoid robot movement through imitation and reinforcement learning [2] ZhiYuan Robotics - ZhiYuan Robotics presented a comprehensive display of its full product range and scene layout, emphasizing its all-stack technology and open-source ecosystem [3] - The company showcased its "Expedition," "Lingxi," and "Spirit" product families, highlighting their capabilities in commercial, interactive, and industrial applications [5] PNDbotics - PNDbotics aims to simplify the development, simulation, and deployment of humanoid robots, focusing on model-based gait planning and embodied intelligence algorithms [7][9] - The company has established a self-owned manufacturing center, achieving complete autonomy in the development and production of core components [9] Magic Atom - Magic Atom demonstrated its strong capabilities with a high self-research rate of 90%, showcasing a complete product matrix of humanoid and quadruped robots [10][12] - The company has rapidly launched multiple new products since June 2025, indicating a fast-paced commercialization process [12] Fourier Intelligence - Fourier showcased its "Care-bot" concept and the N1 robot, emphasizing its open-source strategy and collaboration with global developers [13][15] - The company aims to transition from a manufacturer to a foundational player in the embodied intelligence ecosystem [15] Zero Point Robotics - Zero Point Robotics highlighted its milestone in achieving long-sequence multi-task operations, establishing itself as a leader in the commercialization of embodied intelligence [16][18] ZhuJi Dynamics - ZhuJi Dynamics presented its humanoid robot Oli and the TRON 1, showcasing advanced capabilities in movement and stability [19][21] - The company has achieved a commercial closed-loop process for its products, which are now being delivered globally [22] ZhiShen Technology - ZhiShen Technology displayed its comprehensive technology service capabilities across the entire robotics industry chain, emphasizing its confidence in driving industrialization [23][25] LingYu Intelligent - LingYu Intelligent introduced its TeleAvatar remote operation robot system, integrating VR technology for immersive control experiences [28][30] Core Components: Precision Breakthroughs - The conference highlighted the importance of core components in robotics, with companies focusing on breakthroughs in joint modules, end-effectors, and sensors [31] - Modular and standardized designs are becoming mainstream, reducing R&D costs and accelerating product iterations [31] QingTong Vision - QingTong Vision showcased its intelligent data collection platform, addressing the industry's need for high-quality training data for humanoid robots [32][34] LingXin QiaoShou - LingXin QiaoShou presented its bionic dexterous hand products, demonstrating the capabilities of embodied intelligence in precise and flexible operations [35][37] Kunwei Motion Technology - Kunwei Motion Technology showcased its digital three-dimensional force measurement platform, providing critical data for optimizing robot control algorithms [39][41] YinShi Robotics - YinShi Robotics presented its micro servo cylinders and bionic dexterous hands, redefining the capabilities of robotic end-effectors [43][45] Oak Fruit Robotics - Oak Fruit Robotics focused on high-precision tactile perception, showcasing its Tac3D multi-modal tactile sensor for fine autonomous operations [47][49] LingZu Era - LingZu Era demonstrated its integrated joint modules, achieving significant growth in shipments and showcasing its competitive edge in the global market [50][52] Industrial Robots: AI Integration Driving Innovation - The conference revealed a new paradigm in industrial robots, where AI is becoming a core driving force, enabling robots to handle complex tasks previously reliant on human expertise [53] - Companies like Faao Robotics showcased their comprehensive solutions from core components to industry applications, emphasizing their role in automating complex processes [54][56]

根据机器人大讲堂 &立德智库不完全统计，2025年9月，中国机器人行业融资活动呈现显著回暖态势，共发 生融资事件56起，较8月的39起环比增长超40%，市场活跃度明显提升。融资总额预估达到54亿-78亿元， 较8月28亿-47亿元的区间实现大幅跃升，反映出资本对机器人赛道，尤其是头部项目和前沿技术领域的出手 力度与信心显著增强。 从融资规模来看，大额融资事件表现尤为抢眼。 本月亿元级融资高达 13起，不仅在数量上近乎8月（7起） 的两倍，其战略意义更为深远。其中， 通用具身智能模型研发领域出现单笔高达 10亿元的A+轮融资 ，显示 出市场对这一前沿制高点的强烈追捧； 服务机器人 领域亦有龙头企业完成约 10亿元融资 ，凸显了其在商用 清洁等成熟场景中实现规模化落地的巨大潜力与商业价值。这些大额融资清晰地表明，资本正以前所未有的力 度，向那些具备定义下一代机器人平台潜力的关键技术节点集中。 融资轮次分布延续了早期为主的格局，但中后期融资活力增强 。 种子 /天使轮与A轮系列融资合计占 比达到 86 %，是创新活力的主要来源。与此同时，B轮及以后的中后期融资事件数量有所增加，如昂泰微精等企业 获得持续资本加持，反 ...