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2025中国具身智能机器人产业大会开幕在即 人形机器人迎密集催化(附概念股)
Zhi Tong Cai Jing· 2025-08-10 23:34
Core Viewpoint - The upcoming 2025 China Embodied Intelligent Robot Industry Conference and Exhibition in Shanghai aims to connect various segments of the embodied intelligence industry, showcasing cutting-edge technologies and facilitating industry exchanges [1] Industry Overview - The global robotics industry has experienced significant growth over the past decade, with advancements in intelligent capabilities, application boundaries, and innovation factors [2] - In the first half of this year, China's robotics industry revenue grew by 27.8%, with industrial and service robot production increasing by 35.6% and 25.5% respectively, maintaining its position as the largest industrial robot application market globally for 12 consecutive years [2] Market Developments - The world's first embodied intelligent robot 4S store, Robot Mall, has opened in Beijing, integrating traditional automotive sales models into the robotics sector [2] - The year 2025 is projected to mark the mass production of humanoid robots, with companies like UBTECH, Yushun, and Tesla planning significant deliveries of their respective humanoid robots [3] Financial Insights - GGII predicts that the global market for humanoid robots will exceed $20 billion by 2030, with China's market reaching approximately $5 billion [3] - Goldman Sachs forecasts a more optimistic outlook, estimating the global humanoid robot market could reach $154 billion by 2035 [3] Investment Opportunities - Wanlian Securities highlights the importance of reducing costs for the commercialization of humanoid robots, suggesting a focus on companies that master core component technologies and achieve low-cost production [4] - Notable companies in the sector include UBTECH, which has received significant orders for its humanoid robots, and Horizon Robotics, which is expected to achieve breakeven by 2028 [5][6]
港股概念追踪 | 2025中国具身智能机器人产业大会开幕在即 人形机器人迎密集催化(附概念股)
智通财经网· 2025-08-10 23:34
智通财经APP获悉,8月13日至8月15日,2025中国具身智能机器人产业大会暨展览会将在上海新国际博 览中心重磅启幕,预计将吸引200+参展品牌、10,000+名观众及20+个专业采购团,助力打通具身智能产 业链,从原材料、零部件供应商、系统集成商、仿真及测试到整机制造,将为行业提供一个全面展示前 沿的技术、方案,深入行业交流,促进资源对接的舞台。 同时,创新要素加速汇聚。全球范围内创新要素正以前所未有的态势加速向机器人领域奔涌、汇聚。汽 车、家电等行业龙头纷纷加入机器人研发行列。这股创新浪潮不仅是技术的迭代升级,更将带来生产力 的深刻变革。 据辛国斌介绍,今年上半年,我国机器人产业营业收入同比增长27.8%,工业机器人和服务机器人产量 同比分别增长35.6%和25.5%,连续12年位居全球最大工业机器人应用市场。 同日,全球首家具身智能机器人4S店Robot Mall在北京亦庄正式开业。据介绍,作为打通产业落地"最 后一公里"的重要举措,具身智能机器人4S店将传统汽车4S店模式(销售Sale、零配件Sparepart、售后服 务Service、信息反馈Survey)引入机器人产业,并融合定制化开发、金融及 ...
傅利叶发布陪伴人形机器人 具身智能应用场景百花齐放
Zheng Quan Ri Bao Wang· 2025-08-07 12:56
8月6日,上海傅利叶智能科技股份有限公司(以下简称"傅利叶")发布了一款全尺寸人形机器人Care-bot GR-3(以下简称"GR-3")。记者在现场看到,该机器人采用莫兰迪暖调配色、配有棕色双眼,全身上下被 软包内里包裹。企业方面表示,该产品定位为陪伴人形机器人,采用柔肤软包覆材料与全感交互系统, 旨在实现更拟人化的情感互动。 这也是行业内首款主打陪伴功能的人形机器人。傅利叶创始人兼CEO顾捷认为,拟人形态机器人,可在 康养机构、社区等场景中承担辅助任务,有望提升机构运营效率并改善患者体验。 不过,GR-3距离家庭级场景的大规模落地仍有一定距离。顾捷称,这主要受限于标准体系、数据安 全、成本控制等因素,"进入家庭需要更多评估与规范建立,目前我们会优先聚焦社区康养、导览咨询 等可落地性较高的场景。" 具身智能应用场景百花齐放 当前,感知、运动控制和大模型交互技术不断成熟,人形机器人正从"功能验证"迈向"应用验证"。相关 企业正积极拓展落地路径,产业化进程明显加快。 以松延动力(北京)科技有限公司为例,其N2与E1两款机器人自参与北京机器人马拉松后迅速收获订单, 7月实现交付105台,合同额突破1亿元,订单主要 ...
【海外TMT】优必选极氪5G智慧工厂实训效果突出,有望推动群体智能与规模化应用——海外机器人系列跟踪报告(五)(付天姿/黄铮)
光大证券研究· 2025-03-04 09:36
Core Viewpoint - The article discusses the successful implementation of collaborative training for humanoid robots at the ZEEKR 5G Smart Factory, marking a significant advancement in the application of swarm intelligence technology in industrial settings [2][3]. Group 1: Technological Innovations - The company has developed a unique humanoid robot brain network architecture called BrainNet, which integrates cloud-based reasoning and skill nodes to form a super brain and intelligent sub-brain [3]. - A multimodal reasoning model has been created, enabling humanoid robots to perform complex decision-making tasks similar to human reasoning, supported by a vast dataset accumulated from various automotive factories [3]. Group 2: Training Scale and Application Scenarios - By 2025, the company plans to enter the training 2.0 phase, utilizing dozens of Walker S1 robots across multiple scenarios in the ZEEKR 5G Smart Factory, including assembly, quality inspection, and door assembly [4]. - Key applications of swarm intelligence technology include collaborative sorting, handling, precision assembly, and quality inspection, showcasing the robots' capabilities in dynamic environments [4].