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高盛最新人形机器人报告:聚焦2025WRC 产品迭代速度远超数月前!
智通财经网· 2025-08-12 13:36
智通财经APP获悉,高盛于8月9日参与了2025年世界机器人大会(WRC,展会时间为8月8-11日),并 与9家主要类人机器人公司(Astribot、Booster Robotics、Galbot、Kepler、LimX、Paxini、RobotEra、 Spirt.ai 及优必选,均为未覆盖的私营公司,按字母顺序排列)进行了交流。高盛与这些公司的首席执 行官、首席财务官、首席运营官、研究主管、产品副总裁及资本市场经理展开对话,并现场观看了产品 演示。 展会新动态及关键要点 b) 开发者及科学研究 / 人工智能训练的标准平台; 与 2025 年上海世界人工智能大会(WAIC)相比,本次展会的家庭 / 消费者访客流量显著更高。后者更 聚焦于广泛的人工智能学术及产业发展话题,类人机器人仅为其中一部分,因此专业观众较多;而世界 机器人大会则完全专注于机器人技术及产品演示。 高盛认为,这表明短期内教育、陪伴及娱乐领域的需求潜力可能较强(此外还有科学研究、人工智能模 型训练、政府、开发者及舞台表演等需求)。长期来看,这是一个早期信号:只要机器人产品足够实 用、价格合理且安全,除制造业需求外,消费者需求潜力可能非常可观。 ...
2025WRC:众擎、优必选、乐聚等15家企业展台情况一览
机器人大讲堂· 2025-08-08 16:23
Core Viewpoint - The 2025 World Robot Conference (WRC) showcased advancements in humanoid robots, emphasizing the integration of 5G-A technology and embodied intelligence to enhance operational capabilities and adaptability in complex environments [1][3]. Group 1: Humanoid Robots - The "Kua Fu" humanoid robot by Leju demonstrated significant breakthroughs in communication and decision-making through 5G-A technology, enabling real-time control over distances of 1200 kilometers [1][3]. - The "Kua Fu" robot features a dual-brain system, enhancing human-robot interaction and stability in flexible environments, showcasing its potential in high-risk scenarios like firefighting and chemical industries [3][6]. - The "T800" humanoid robot by Zhongqing is designed for heavy-duty tasks, featuring 41 degrees of freedom and advanced sensor integration for real-time environmental adaptation [7]. Group 2: Industrial Robots - Cyborg Robotics presented the Cyborg-H01 dexterous hand and Cyborg-R01 humanoid robot, focusing on high precision and energy efficiency in industrial applications [4][6]. - The CW series robots by Chuan Robotics combine autonomous mobile platforms with collaborative robotic arms, enhancing flexibility in production environments [30]. Group 3: Perception and Sensing Technologies - Aobi Zhongguang introduced the Pulsar ME450 3D LiDAR and Gemini 345Lg dual 3D camera, enhancing visual perception capabilities for outdoor robots [12][14]. - Pasini launched the third-generation multi-dimensional tactile sensor matrix PX-6AX-GEN3, providing advanced sensing solutions for embodied intelligent systems [10][25]. Group 4: General-Purpose Robots - Zhi Ping Fang showcased the "Ai Bao" robot, capable of performing various tasks in simulated environments, highlighting its adaptability and learning capabilities [17][19]. - The "Wanda" platform by Youliqi demonstrated its application in multiple real-life scenarios, emphasizing its interactive capabilities and service-oriented design [23][24]. Group 5: Collaborative and Ecosystem Development - Xinghai Tu introduced the G-0 VLA model, which enhances human-robot collaboration and opens up new possibilities for developers through a comprehensive toolkit [20][22]. - The collaboration among various companies at WRC indicates a growing ecosystem focused on advancing embodied intelligence and robotics technology across multiple sectors [41].