温馨提示 ： 点击下方图片，查看运营团队6月最新原创报告（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 知识星球"机器人头条" ，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）； 上一篇写宇树和智元的文章，因为聊太多被官方投诉、删稿了；今天写一下智元和优必选，简单聊一下，更深解读请前往 "机器人头条"知识星球 查看相应文章。 相较于[智元机器人]及其代表的火爆的人形机器人市场，[优必选]略显落寞。 近日，一向看好[优必选]的花旗银行，发布最新研报再一次下调了优必选25年和26年的出货量，从500/3000台下调至300/1000台，主要原因有两点：1） 人形机器人进展不如预期，原定于二季度实现的进展已推迟到三季度，包括[比亚迪]的订单和新一代工业机器人Walker S2发布；2）今年3月27日与东风柳汽签约，将在 上半年完成在其汽车制造工厂内部署20台Walker S1，如今没有交货，部分机器人仍属于POC阶段。 [优必选]已经不止一次延期交付了；2024年 8月，优必选科技副总裁、研究院执行院长焦继超向媒体透露，优 ...

以下文章来源于潮汐商业评论 ，作者Donald 潮汐商业评论 . 专注大消费、TMT、金融及科技创新领域，分享有趣的商业评论和商业洞察，【潮汐商业评论】内容团队原创呈 现。 详细会议介绍参看往期文章： （点击蓝字跳转） IRCTC 2025报告嘉宾重磅揭晓！ 72小时后早鸟票关闭！ 截稿延期通知：IRCTC2025九大期刊联合征文延期至7月12日！ 我们不是不要机器人，而是需要更聪明的机器人。 还记得《普罗米修斯》这部电影里仿真人大卫，睁着清澈的蓝眼睛望着伊丽莎白 · 肖博士的模样吗？在与主人一 起探寻工程师的母星后，这个忠诚勇敢的仿生人，在角色中有着自己聪明的大脑和思考 …… 生命起源和宗教哲学只是电影里的剧情，人与机器人的相处在现实也有踪迹可寻。 "3 、 2 、 1——" 倒计时响起，一只机械臂迅速定位到一根半径约 4mm 粗细的揭幕绳索装置，精准地帮人类干起来活。 这是上演在 618 期间北京某商场里的一幕，促销礼包的彩带还没飘远， 23 个品牌带来的 26 款人形机器人就先 成了焦点，有的顶着圆滚滚的脑袋左右晃，像刚睡醒的小熊；有的伸出灵活的机械臂，正笨拙地给路过的小朋友 递气球；还有的眨着会发光的 ...

Group 1 - The core viewpoint of the news highlights significant advancements and investments in the robotics industry, particularly in humanoid robots and magnetic levitation technology [1][2] - Zengguang Intelligent announced nearly 100 million yuan in new financing led by Yida Capital, aimed at technology iteration and market expansion for its core product, the "maglev magic carpet," which has a positioning accuracy of 5 micrometers [1] - Yingliu Co. disclosed a strategic supply agreement with Siemens Energy and Safran Group to boost orders for aerospace components and expand into low-altitude turbine engines and hybrid systems [1] Group 2 - The humanoid robot industry is entering a new phase of vigorous development, with increased collaboration among industry chain enterprises to accelerate the commercialization process [2] - Major companies like Nvidia and Foxconn are collaborating to establish humanoid robot production scenarios, with plans to achieve production by 2026, indicating strong confidence in the industry's future [2] - The robot industry ETF tracks a robot index that includes listed companies involved in industrial robots, service robots, and related automation technologies, reflecting the overall performance of China's robot industry [2]

Group 1 - The core viewpoint highlights significant advancements in the humanoid robotics industry, with companies accelerating collaboration to enhance application scenarios [1] - Zengguang Intelligent announced nearly 100 million yuan in new financing for its "maglev magic carpet" technology, achieving a positioning accuracy of 5 micrometers and introducing a "transmission is processing" model [1] - The humanoid robot industry is entering a new phase of vigorous development, with strategic partnerships being formed among key players like Yubiquitous and Kepler in sectors such as automotive and electronics [1] Group 2 - Jianghai Securities notes that the mass production expectations for humanoid robots face significant uncertainty due to the need for further accumulation of general scenario training data and the iteration of core component technologies [1] - The collaboration between Nvidia and Foxconn aims for humanoid robot production in Q1 2026, indicating strong confidence from major companies in the industry's future [1] - The launch of Yubiquitous's industrial humanoid robot Walker S1 marks a critical step towards commercialization, which is expected to drive the domestic industry forward [1]

详细会议介绍参看往期文章： （点击蓝字跳转） 展览展示｜抢位2025智能机器人关键技术大会！高曝光商务合作虚位以待，共赴解锁新机遇 9大期刊联合征文｜投稿2025智能机器人关键技术大会，年底正刊发表！ 当前，人形机器人技术加速演进，已成为全球科技竞争的战略制高点、未来产业发展的核心赛道和经济增长的关 键引擎。 深圳作为中国改革开放的前沿阵地和经济特区，凭借其独特的政策优势、完善的产业链配套和活跃的创新生态， 已成为全球人形机器人产业的重要集聚地。近年来，深圳人形机器人产业实现了跨越式发展， 形成 了从核心零部 件到整机制造再到场景应用的完整产业链条，展现出强劲的发展势头和巨大的市场潜力。 据深圳市人工智能协会数据， 2024年深圳人形机器人产业产值达19.8亿元，同比增长113% ；截止2025年2月， 人形机器人产业链 企业数量超50家，位居全国第一 。 在 摩根士丹利发布的全球人形机器人上市公司百强名单中， 深圳有7家企业上榜 (比亚迪、腾讯、优必选、速腾聚 创、雷赛智能、兆威机电、汇川技术)，占中国大陆上榜企业的近四分之一。 | | | | | | | Brain | | | | Integrators ...

Flash | 25 Jun 2025 11:59:50 ET │ 12 pages UBTECH Robotics (9880.HK) Industrial Tour Tracker 2025 | Back-Loaded Humanoid Robot Delivery in 2025 CITI'S TAKE We met with UBTECH in Shenzhen on the first day (24 Jun) of our China Industrial Plant Tour. The key takeaways from our discussion with management are: 1) while YTD progress on the humanoid robot business seems to be behind schedule, management maintained that the 2025 shipment guidance of 300–500 units not only could be met but could also be overly achi ...

2025.06. 28 本文字数：2809，阅读时长大约4.5分钟 作者 | 第一财经 郑栩彤 人形机器人正在从实验室"手搓"走向工厂制造。 在深圳，创业公司智平方正在规划自建产线，以实现2028年万台场景应用的商业目标。另一家瞄准 工业应用的人形机器人厂商近日告诉记者，公司原本是工程师手动组装机器人，现在也在计划建三个 工厂。 机器人产量要增加就需要告别"手搓"、建立产线。随着人形机器人产量望向增长，供应链厂商也在加 码。6月26日，领益智造宣布公司将"All In"具身智能。记者了解到，该公司打算切入三类业务，包括 核心零部件和总成研发设计、全方位硬件服务、工业应用场景落地开发，目标是成为全球前三的具身 智能硬件制造商。领益智造是消费电子硬件上游零部件厂商，是"果链"厂商，此前也进入了汽车供应 链，今年以来则在加码机器人。 记者了解到，供应链厂商进入人形机器人领域，要解决的远不止产能问题，还涉及如何推动零部件标 准化、如何降本等问题。 望向规模化生产 今年年初，智元机器人的第1000台通用具身机器人下线，吹响了国内人形机器人量产的号角。更多 厂商在计划建设产线、扩大产量。 6月，智平方一边推动通用智能机器 ...

Core Insights - The humanoid robot industry is transitioning from manual assembly to large-scale production, with companies like Zhifang and Lingyi Zhizao planning to establish production lines to meet increasing demand [1][2][3] - Supply chain manufacturers are entering the humanoid robot sector, focusing on standardizing components and reducing costs to enhance production efficiency [1][6] - The domestic humanoid robot market is maturing, with companies announcing mass production plans and competitive pricing compared to international counterparts [5][6] Group 1: Industry Developments - Zhiyuan Robotics has marked the production of its 1000th general-purpose humanoid robot, signaling the start of mass production in China [2] - Lingyi Zhizao has announced plans to invest 50 million yuan in upgrading its key components and assembly for humanoid robots [2][3] - The company has established multiple production lines for core components and is working on automated assembly lines to enhance production capacity [3] Group 2: Supply Chain Challenges - The humanoid robot industry faces challenges in standardizing components, which complicates cost reduction and profitability for suppliers [6][7] - Many suppliers are hesitant to collaborate due to low production volumes, but this is changing as manufacturers ramp up production [2][6] - The complexity of assembly processes and the need for consistent quality across mass-produced units present significant hurdles for manufacturers [7] Group 3: Material Innovations - New materials, such as gallium nitride, are being explored for use in humanoid robots, particularly in electric motor applications [8] - The industry is looking to leverage materials used in consumer electronics to reduce weight and improve performance in humanoid robots [7][8] - There is potential for market opportunities in developing new materials specifically tailored for humanoid robot applications [7][8]

·新华图片精选· 天津：智慧赋能 夯实港口"硬实力" 6月19日，智能水平运输机器人行驶在天津港第二集装箱码头（无人机照片）。作为我国港口智慧化转型的"试验田"，近年来天津港持续推动传统码头全流 程自动化升级，打造智慧绿色枢纽港口升级版。 目前，天津港已实现集装箱与干散货码头智能化改造全覆盖，大型集装箱设备自动化率超88%，平均作业 效率提升15%。 新华社记者 赵子硕 摄 02:21 三峡船闸通航22年货运量超22亿吨 6月18日，在湖北宜昌，船舶有序通过三峡双线五级船闸（无人机照片）。2025年6月18日，三峡船闸迎来运行22周年。据交通运输部长江三峡通航管理局统 计，自2003年6月18日正式向社会船舶开放通航以来，三峡船闸累计运行21.5万闸次，通过船舶107.4万余艘次、旅客1229.1万余人次，过闸货运量达22.4亿 吨，充分助力长江"黄金水道"释放"黄金效益"。 新华社发（郑家裕 摄） 广西工业版人形机器人下线 6月18日，在广西柳州市北部生态新区机器人产业园，工人检查即将下线的工业版人形机器人。当日，在广西柳州市北部生态新区机器人产业园，柳州优必 选智能科技有限公司量产工业版人形机器人"Wal ...

Core Viewpoint - The launch of the first industrial humanoid robot, Walker S1, in Liuzhou, Guangxi, marks a significant advancement in high-end robot manufacturing, filling a gap in the region's core components and complete machine production [1] Group 1: Product Launch - The first industrial humanoid robot, Walker S1, has been produced, with a total of 20 units being launched [1] - The humanoid robot features a human-like form, flexible joints, and advanced intelligent decision-making capabilities, allowing it to quickly adapt to complex production line demands [1] Group 2: Industry Impact - The humanoid robots will soon be deployed for training at a local automotive company, indicating their practical application in the industry [1] - The integration of these robots with traditional automation equipment aims to address the challenges of flexible and unmanned production in complex scenarios, contributing to the transformation and upgrading of the automotive industry in Liuzhou and across China [1]