2025世界机器人大会（WRC）进入尾声，展馆里依然人山人海。 连续跑了 8届WRC，今年在现场看到了不少新进展。要说 印象最深 的，还得是逐际动力展台的这几个瞬间 "最有气质的人形机器人。" —— 这是我们给165cm的LimX Oli的评 价。要说范儿，这机器人是真有。音乐 一响，它就能精准踩点，摇头晃脑、举手投足都带着节奏感。 上一秒还在打 行云流水的中国功夫 ，下一秒就化身 "舞蹈老师"， 带着央视主持人跳起了民族舞 ——动作丝 滑，镜头感十足。 最让人惊喜的，是它的 拟人行走 。 轻快步 时像赶着上班的白领， 模特步 时像 T台上的超模， 正步 走时 又像阅兵的士兵——不仅走得稳，更走得像人。这种自然的步态切换，比以往看到的机器人行走更接近人类。 —— 顺带一提，这款首次在WRC亮相的全尺寸人形机器人已经开卖了，感兴趣的朋友可以查阅官网~ 最热闹的要数 "推倒机器人"环节。TRON 1成了"最抗造"的主角：任凭观众各种角度推搡， 它每次都能自己 爬起来接着干活 。有人感叹： "这可能是我见过最皮实的机器人了。" 现场的技术展示一个比一个精彩。 30厘米楼梯，TRON 1大步跨上；50厘米高台，纵身一 ...

LimX Oli在WRC的动态演示，是逐际动力全尺寸人形机器人研发的一个重要里程碑。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 逐际动力 LimX Dynamics携最新发布的全尺寸人形机器人LimX Oli等多款核 心产品集体亮相2025年世界机器人大会（WRC）。 本次展演涵盖 LimX Oli复杂舞蹈、多风格拟人行走、打功夫等高动态运动；全地形移动平台TRON 1对高落差地形进行了极限挑战，新发布的移动操作配件现场展示捡垃圾；还有基于遥操作、灵巧手 等的多种升级具身智能能力模块。逐际动力一口气呈现了从本体硬件、控制算法到数据驱动操作的全 链路技术突破。 其中， LimX Oli在WRC现场完成胜利之舞、民族舞等高动态舞蹈动作，还表演了一段中国功夫。在 户外场地中，LimX Oli也能够完成高难度舞蹈动作，成为全球首个在室外完成Live舞蹈演示的全尺 寸通用人形机器人。 此外， 在现场的拟人行走中， LimX Oli带来了包括轻快步、模特步和正步等多种风格。配合其双足 全向移动能力，LimX Oli可自然完成前进、后退、横移和转身，步 ...

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 2025年7月30日，被阿里巴巴、京东先后领投的 国内头部人形机器人创企 [逐际动力 ]正式发布其 全尺寸通用人形机器 人 LimX Oli ， 售价 15.8万元起 ，为 高校、科研 机构和开发者提供 全尺寸、全自由度、 全开放的通用人形平台。 这也是公司继去年推出 全球首款 "三合一"双足机器人 TRON 1 后，在科研级机器人产品领域又一力作，更是作为业内首款20万元以下的全尺寸、全自由度科研级人形机器 人，一时间刷屏网络！ 高昂的人形机器人成本 一直是困扰 AI科研人员、机器人开发者及解决方案系统集成商等泛通用机器人从业者等 各个领域研究团队的痛点，而 [逐际动力]正 以科研人员和 开发团队负担得起的价格，使其拥有 高自由度全尺寸的稳定硬件、 软硬件开放程度极高、动作库和控制器在线 OTA 等二次开发支持 ，目前 LimX Ol ...

Core Viewpoint - The article highlights the recent financing activities of two Shenzhen-based robotics companies, Zhongqing Robotics and Zhujidongli, both of which have received significant investments from major players like JD.com and other notable institutions, indicating a growing interest and competition in the robotics sector in China [1][2][8]. Financing Activities - Zhongqing Robotics completed nearly 1 billion yuan in Pre-A++ and A1 rounds of financing, with key investors including XPeng Motors and JD.com [1]. - Zhujidongli secured a new round of financing led by JD.com, although the specific amount was not disclosed [1]. - JD.com also invested nearly 600 million yuan in another robotics company, Qianxun Intelligent, indicating a strategic push into the robotics field [2]. Product Development - Zhongqing Robotics has launched three humanoid robot products: SA01 for research and education, SE01 as a full-size humanoid robot, and PM01 as a lightweight humanoid robot, along with a quadruped robot showcased in May [4]. - Zhujidongli has released the TRON 1 bipedal robot and plans to launch a full-size humanoid robot in the second half of the year [4]. Application Scenarios - Zhongqing Robotics plans to host a robot combat competition, akin to "WWE," starting in December, and has established partnerships with major companies like NVIDIA and Amazon for diverse applications [4][5]. - Zhujidongli is exploring large-scale applications of its TRON 1 robot in inspection, security, and delivery scenarios [5]. Technological Innovations - Zhongqing Robotics has overcome the Sim2Real technology challenge, creating a unique technical barrier that enhances robot performance in dynamic environments [5]. - Zhujidongli introduced the LimX VGM technology, which utilizes human operation video data for robot operation, emphasizing a multi-source data approach for innovation [5]. Strategic Directions - Zhongqing Robotics aims to accelerate its development pace, increasing production capacity by five times and enhancing R&D investment in embodied intelligence technology [6]. - Zhujidongli focuses on supporting innovation through its general-purpose platform, promoting technological advancements across various sectors [6]. Competitive Landscape - JD.com and Meituan are actively competing in the robotics investment space, with Meituan having invested in 30 robotics-related companies over the past three years [2][9]. - JD.com has established an internal team for embodied intelligence and launched the "JoyInside platform" to attract robotics manufacturers, integrating its AI capabilities into various robotic applications [10].

Group 1: Financing and Investment - Two Shenzhen-based robotics companies, Zhongqing Robotics and Zhujidongli, announced recent financing rounds, with Zhongqing raising nearly 1 billion yuan in Pre-A++ and A1 rounds, led by XPeng Motors and JD.com respectively [2][3] - Zhujidongli's latest financing round was strategically led by JD.com, although the specific amount was not disclosed [2][3] - JD.com has also invested in another robotics company, Qianxun Intelligent, which completed a nearly 600 million yuan Pre-A+ round [3] Group 2: Product Development and Offerings - Zhongqing Robotics has launched three humanoid robot products aimed at research and education, including the SA01, SE01, and PM01, and showcased its first quadruped robot, Leopard [2][3] - Zhujidongli has released the TRON 1 bipedal robot and plans to publicly sell a full-sized humanoid robot in the second half of the year [2][3] Group 3: Application and Technology - Zhongqing Robotics plans to host a robot combat competition, akin to "WWE," starting in December, and has formed partnerships with major industry players like NVIDIA and Amazon for diverse applications [4] - Zhujidongli is exploring large-scale applications of its TRON 1 robot in inspection, security, and delivery scenarios [4] - Zhongqing has achieved a technological breakthrough in Sim2Real, enhancing performance in dynamic actions [4][5] Group 4: Strategic Focus and Future Plans - Zhongqing aims to accelerate its development pace, increasing production capacity by five times and investing more in embodied intelligence technology [5][6] - Zhujidongli focuses on supporting innovation in various fields through its general-purpose robotics platform and plans to launch its full-sized humanoid robot soon [6] Group 5: Competitive Landscape - The competition between JD.com and Meituan has expanded into the robotics sector, with Meituan having invested in 30 robotics-related companies over the past three years [7][8] - JD.com is strategically building its capabilities in embodied intelligence, having established a dedicated team and launched the JoyInside platform to attract robotics manufacturers [8]

Core Insights - The humanoid robot industry is experiencing unprecedented growth, with significant increases in sales and orders, indicating a surge in market demand [1][2][6] - Investment in humanoid robots has also seen a substantial rise, with global investments surpassing previous years, reflecting strong capital interest in the sector [3][8] Group 1: Market Demand - Humanoid robots have seen a 17-fold increase in sales during the recent sales period, with overall intelligent robot sales tripling [1][6] - Companies like Yuzhu Technology and Songyan Power have reported order increases of 200% and over 2,500 units, respectively, following high-profile events [2][6] Group 2: Investment Trends - Global investment in humanoid robots reached 18.651 billion yuan in 2025, exceeding the total for 2024 [3] - At least 27 financing events have occurred in the domestic humanoid robot sector this year, primarily in early funding rounds [3] Group 3: Factors Driving Growth - The decline in prices of humanoid robots has lowered the entry barrier for both businesses and individual consumers, with prices dropping to as low as 39,900 yuan [7][8] - The market potential is vast, with projections indicating a compound annual growth rate of 62.6% for the domestic humanoid robot market, potentially reaching 300 billion yuan by 2035 [8][9] Group 4: Policy Support - Government initiatives are increasingly focusing on the humanoid robot sector, with plans to foster innovation and application in various regions [9][10] - Policies are expected to provide financial support and resources, enhancing the industry's development and reducing reliance on external technologies [9][10] Group 5: Challenges Ahead - The primary challenge for the industry remains the practical usability of humanoid robots, which currently exhibit limitations in real-world applications [12][16] - The complexity of developing a humanoid robot's "brain" relies heavily on advancements in AI, algorithms, and data collection, which are still in progress [13][15][16] Group 6: Future Outlook - The timeline for achieving practical humanoid robots in everyday settings could extend to 5-10 years or more, given the technological challenges involved [17][18] - Companies that can effectively address these core challenges are likely to gain a competitive edge in the rapidly evolving market [19]

Core Insights - The article highlights the integration of "Artificial Intelligence+" into the government work report for 2024, emphasizing Guangdong's commitment to advancing AI and robotics industries [2] - The establishment of the Guangdong AI and Robotics Industry Alliance aims to consolidate resources and foster high-quality development in these sectors [2] - The focus is on creating a global innovation hub for AI and robotics, contributing to the province's economic growth [2] Company Overview - LimX Dynamics, a company specializing in embodied intelligent robots, is developing full-size humanoid robots and innovative products like bipedal robots [2][5] - The company aims to achieve disruptive innovation in embodied intelligence, enhancing the generalization capabilities of AGI in the physical world [2] Technological Advancements - LimX Dynamics focuses on three key technologies: hardware design and manufacturing, full-body motion control driven by reinforcement learning, and training strategies for embodied brain models [5] - The TRON 1 robot has demonstrated advanced motion control capabilities, successfully maintaining balance during dynamic challenges such as sudden stops and sharp turns [5][6] - The company has introduced the LimX VGM algorithm, which enhances training efficiency in the perception-decision-action chain, significantly improving data training and model performance conversion [5] Product Development - The CL-3 full-size humanoid robot features high degrees of freedom, flexibility, and stability, capable of executing complex movements [6] - TRON 1 has achieved a modular design, allowing for various configurations and has been delivered to multiple countries, marking a successful transition from design to commercialization [6] Market Positioning - Unlike competitors focusing on vertical solutions, LimX Dynamics aims to create a universal platform for embodied intelligence, providing standardized robots and AI toolchains to facilitate innovation [8] - The company emphasizes the importance of data-performance conversion efficiency, striving to achieve strong generalization capabilities with minimal data [8] Future Outlook - The company envisions itself as an enabler within the ecosystem, providing tools and platforms for researchers and entrepreneurs to rapidly develop applications [9] - LimX Dynamics aims to make TRON 1 a versatile platform for various industries, promoting the widespread adoption of embodied intelligence [9][11] - The long-term vision is to become a foundational infrastructure provider in the field of embodied intelligence, similar to Nvidia's role in the tech industry [11]

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [4] Core Views - The humanoid robot sector is experiencing significant advancements, with companies like Figure achieving a milestone by completing a 20-hour continuous operation on a production line, indicating rapid commercialization progress [2][17] - AI infrastructure is expected to see sustained capital expenditure growth driven by increasing demand for data centers, benefiting companies involved in gas turbines and chillers [3] - The low-altitude economy is advancing quickly, with a reported 74.2% increase in the value added by the smart drone manufacturing industry in April [25] Summary by Sections Industry Dynamics - Humanoid robots are gaining traction, with notable developments such as the release of TRON 1 by ZhiJi Power and the successful operation of Figure robots in industrial settings [1][15][17] - AI infrastructure investments are on the rise, with Nvidia planning a 1.4GW data center in France and Alibaba committing to a global cloud computing network [23][24] Company Dynamics - Companies like Jingye Intelligent and Xiaopeng Motors are making strides in the humanoid robot space, with Xiaopeng planning to launch humanoid robots for industrial applications by 2026 [29][30] - ZheJiang RongTai is investing 20 million yuan to establish a wholly-owned subsidiary to advance its robotics business [31] Key Companies and Investment Outlook - The report highlights key companies such as Longxi Co., JinDi Co., YiRui Technology, and YingLiu Co. as potential investment targets, emphasizing the importance of selecting suppliers with strong market positions [3] - Specific segments within the humanoid robot supply chain are identified for investment, including joint modules, dexterous hands, and sensors, with companies like HengLi Hydraulic and LeiSai Intelligent being noted for their potential [3] Market Performance - The report includes a performance review of key companies, indicating fluctuations in stock prices and market trends, with companies like Longxi Co. showing significant year-to-date growth of 164.15% [14][35]

TRON 1旨在帮助开发者以更低的成本、更高的效率，获取更先进的机器人平台，让创新 潜力持续爆发。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，逐际动力LimX Dynamics于2024年10月16日正式对外发售首款多形态双足机 器人TRON 1，即日起中国和海外同步上架。 当前AGI技术及应用正快速发展，创新性和颠覆性的科研成果即将涌现，变革一触即发。在通用机器 人的AI时代，逐际动力打造机器人软硬件创新科研平台TRON 1，让更多创新者参与进来。 1、"三合一"模块化设计 TRON 1的多个足端之间可进行快速装卸，供用户适配不同科研目标，进行自由组合。根据足端拆装 后的形态变化，TRON 1能够做到足端自适应识别，进行运控模式自动切换，为科研用户提供多形 态、多用途的研究平台。 3、内置运控算法 TRON 1内置高性能运动控制算法，搭配易控、易用的操作模式，结合详尽的使用指南，开箱即可实 现遥控行走。 4、全开放SDK与底层硬件接口 TRON 1支持基于模型和强化学习的前沿研究，配备了全自研高性能关节，并结合专为足式机器人设 计的硬件结构， ...