文/杨剑勇 值得一提的是，中国具身智能机器人迎来爆发式发展阶段。IDC预测，2025年中国具身智能机器人用户支出规模预计超过14亿美元，到2030年将飙升至 770亿美元，年均复合增长率高达94%。 优必选作为炙手可热的人形机器人厂商，其技术突破与商业化进展始终备受市场关注。近日，拟超16亿收购锋龙股份，引起市场强烈反响，锋龙股份随即 收获两连板涨停。 作为一家制造型企业，锋龙股份凭借成熟的供应链体系与精密加工能力，优必选以"协议转让+要约收购"的组合方式收购43%股份，总价16.65亿元。由 此，成功搭上人形机器人产业快车，引发价值重估。 锋龙股份是一家深耕园林机械及发动机、液压控制系统及汽车零部件的制造企业，2025年前三季度营收3.73亿元，同比增长9.47%；净利润为2152万元， 同比增长1715%。盈利大幅上涨，主要原因系园林机械板块和汽车零部件板块收入上涨。 作为一家传统的制造业公司，拥有扎实的精密制造能力、成熟的供应链体系，此次战略收购后，是优必选完善产业链布局、强化核心竞争力的重要举措。 未来，优必选还将依托自身在人形机器人领域的技术优势与商业化经验，结合锋龙股份的制造与供应链能力，深化产业 ...

来源：@华夏时报微博 文/石飞月 春晚亮相、赛事竞逐、价格下探、量产加速……若论2025年人形机器人领域的关键词，一时难以尽数。若要以一 言蔽之——人形机器人已初步走出实验室，正陆续迈向现实场景，开始承担起社会工作中的多种角色。 在这样的行业现状背后，是一家家逐步成为明星公司的人形机器人企业：宇树科技、优必选、智元机器人、加速 进化、松延动力、众擎机器人……这些公司在2025年多次占据新闻焦点。 尽管面对订单、技术突破、量产进展与场景拓展等宣传热点，外界的质疑依然存在，且诸多环节仍有待完善与验 证，但在行业发展的洪流中，人形机器人正从技术愿景加速迈向产业现实，成为推动智能变革的重要载体。 订单骤增落地加速 2025年的人形机器人，不再悬挂于架子上，不再只是在展区内随便走走，而是真正进入到了不同的场景中，比如 跳舞、跑步、格斗、生产线操作等，这些技术上的进步很快为它们背后的公司带来了订单，而人形机器人也从实 验室真正走向了社会。 12月25日，加速进化方面向《华夏时报》记者透露，该公司产品全球累计出货量近1000台，为超过200家海内外客 户提供服务，其中海外市场占比超40%，是行业内交付规模领先的企业之一。1 ...

2025年AI正从"工具时代"迈向"伙伴时代"，2026年的AI发展态势渐渐清晰。12月10日，量子位智库发布《2025年度AI十大趋势报告》（以下简称《报 告》）。《报告》基于基础设施、模型进化、应用版图等四部分进行总结，其中有关应用的趋势占有四席，分别涉及流量入口、多模态、AI硬件和AGI（通 用人工智能）。来自学术和产业一线的参与者对具身智能等热门领域做了复盘和展望，可以说AI的上半场属于想象力，下半场属于执行力。 在模型方面，预训练决定大模型格局梯队，架构创新决定预训练水平。模型架构持续突破，在算力约束下，混合专家模型成为主流选择。这种"大参数、小 激活"的设计让模型可以在不显著增加成本的情况下扩充容量。中国头部模型团队正普遍采用这一思路。 同时，2025年，大模型落地进入"推理时间"。模型在多模态深度推理、自适应推理、边缘推理加速等方面持续突破，任务复杂度推动推理框架持续进化。 算力经济成引擎 芯片、云、模型、终端等关键环节，构成了当下AI产业最具代表性的全栈力量，各个环节的发展相互作用。 在基础设施方面，《报告》聚焦算力和芯片。 算力经济是智能产业第一大引擎，全球范围内，对AI算力的需求正以前所未 ...

专题：《硬核AI客》 全球科技竞争聚焦AI赛道，中国AI企业正加速从技术研发的深水区迈向场景落地的关键期。在政策扶 持与市场需求的双重驱动下，AI产业链迎来爆发前夜，但繁杂的市场信息也让产业脉络愈发模糊，投 资者渴求穿透舆论迷雾的深度洞察，大众期待看见技术落地的真实图景。在此背景下，新浪财经《硬核 AI客》应运而生，以专业视角解锁AI产业的核心价值与发展密码。 作为一档聚焦人工智能领域的深度探访节目，《硬核AI客》创新性采用"栏目主理人+顶尖机构专家"的 深度搭档模式，用沉浸式探访替代远程解读，用犀利对话代替表面观察。这种独特形式让节目既有财经 观察者的敏锐洞察力，又有专业机构的深度分析视角，为观众呈现最具"硬核"质感的产业观察。通过沉 浸式探访、实景互动测试与深度对话，节目将系统性呈现AI产业链关键玩家的最新研发成果，拆解技 术背后的商业逻辑，剖析落地过程中的挑战与未来潜力，为观众搭建起连接AI技术与产业实践的桥 梁。 首期节目便聚焦AI领域的热门赛道——人形机器人，新浪财经栏目主理人罗宁将携手前海开源基金董 事总经理、首席经济学家杨德龙，走进全球人形机器人领域的领军企业优必选。两位探访者深入优必 选，近距 ...

【#优必选获2.64亿人形机器人订单##优必选全年人形机器人订单超11亿元#】优必选今日宣布中标广西 防城港市人形机器人数据采集与测试中心和人工智能科创教育示范项目，中标金额2.64亿元，产品以最 新款可自主换电的工业人形机器人Walker S2为主。该项目将聚焦人形机器人在全国边境口岸的旅客和 人员疏导、岗哨巡检、物流、商业服务以及国内钢铜铝大型生产制造基地的设施巡检等项目。订单预计 在12月交付。 据悉，截至目前，2025年优必选Walker系列人形机器人全年订单总金额达11亿元（不含全尺寸科研教育 人形机器人天工行者和小型人形机器人AI悟空）。（新浪科技） ...

Core Viewpoint - The recent viral video showcasing the mass production of UBTECH's Walker S2 humanoid robots has sparked significant discussion and controversy regarding its authenticity and implications for the robotics industry [1][3][5]. Group 1: Controversy and Response - The video released by UBTECH on November 13, titled "Sword Gathering, All Out to Deliver," features hundreds of Walker S2 robots moving in unison, marking the start of mass production [5]. - Figure AI's CEO Brett Adcock publicly questioned the video's authenticity, suggesting that the reflections on the robots indicated some were likely created using CGI [3][7]. - In response, UBTECH released two follow-up videos to demonstrate the authenticity of the original footage, including one that showcased the robots in a real factory environment [9]. Group 2: Market Position and Orders - UBTECH's mass production capabilities are supported by substantial market orders, with the total order value for the Walker series exceeding 800 million yuan since early 2025 [11]. - The company has established partnerships with leading firms in various sectors, including BYD, Dongfeng Liuzhou, and Foxconn, indicating a strong foothold in key industries such as new energy vehicles and smart logistics [11]. Group 3: Industry Comparison - In contrast, Figure AI has been more cautious in its production announcements, aiming to deliver only 100,000 units over the next four years, highlighting a significant difference in production strategy [12]. - This disparity reflects broader differences in technological approaches and industrial strategies between Chinese and American robotics companies [12]. Group 4: Industry Trends and Expectations - The robotics industry is undergoing a critical transition, moving from technology demonstrations to actual mass production, with heightened expectations for real-world applications [14][16]. - The shift in user sentiment indicates a demand for robots to transition from laboratory settings to practical applications in factories and homes [16]. Group 5: China's Competitive Advantage - China's robotics industry benefits from a well-established supply chain, which facilitates lower manufacturing costs and accelerates the transition from design to mass production [17][19]. - In contrast, Western companies remain reliant on global supply chains for core components, increasing uncertainty in their production timelines [19]. - The competition in the humanoid robotics sector is intensifying, with Chinese firms like UBTECH leading the charge in mass production capabilities [19].

Group 1: Event Overview - The 2025 World Robot Conference in Beijing showcased over 1,500 exhibits from more than 200 domestic and international robot companies, with over 100 new products presented [2][12] - The event highlighted the increasing presence of humanoid robots in daily life, moving beyond mere demonstrations to practical applications [12][19] Group 2: Humanoid Robots and Their Capabilities - Humanoid robots demonstrated advanced skills, such as the G1 combat robot showcasing human-like coordination and the T1 and K1 robots that recently won the RoboCup [3][6] - The TianGong 2.0 humanoid robot performed complex tasks, indicating significant advancements in environmental perception and autonomous task planning [6][12] - Various companies displayed dexterous robotic hands capable of intricate tasks, emphasizing the importance of hand functionality in humanoid robots [9][10] Group 3: Industrial Applications - The conference featured robots designed for industrial applications, such as the AEON robot from Hexagon, which automates high-precision inspections of large components [12][13] - The Walker S2 robot from UBTECH demonstrated autonomous battery swapping, enhancing its operational efficiency for continuous industrial tasks [13][14] - The integration of AI and humanoid robots is expected to improve their adaptability and efficiency in various industrial settings [14][21] Group 4: Emerging Technologies - The conference showcased advancements in brain-machine interface technologies, which are being integrated into rehabilitation robots to assist patients with motor impairments [16][18] - Companies are exploring the development of robots with olfactory capabilities, aiming to enhance their functionality in security and detection tasks [11][18] Group 5: Challenges and Future Outlook - Despite rapid advancements, the humanoid robot industry faces challenges in perception, decision-making, and adaptability to complex environments [21][22] - The industry is expected to evolve with increased collaboration between domestic and international developers, enhancing research and development efforts [22]

Group 1: Low Altitude Economy - The "East China Low Altitude Economy Industry Alliance" was officially established during the "2025 International Low Altitude Economy Expo" in Shanghai, involving seven civil aviation and unmanned aerial vehicle test zones in East China [1] - The alliance includes collaboration with renowned institutions such as Nanjing University of Aeronautics and Astronautics and Shanghai Jiao Tong University [1] Group 2: Industrial Robotics - UBTECH has launched the "Walker S2," a full-size industrial humanoid robot designed for smart manufacturing scenarios, featuring the proprietary "Co-Agent" technology for autonomous and collaborative operation [1] - The Walker S2 stands at 1.76 meters tall and is capable of human-like walking and precise operations, with a battery swap technology that supports continuous operation 24/7 [1] Group 3: Brain-Computer Interface Industry - Nanjing held a conference to promote the brain-computer interface industry, releasing a draft action plan aiming for Nanjing to become a research and innovation hub in this field by 2027 and a national leader by 2030 [2] - Research institutions predict that the market size of China's brain-computer interface industry could exceed 120 billion yuan by 2040 [2]

Core Viewpoint - The article discusses the advancements and applications of humanoid robots, particularly the Walker S series from UBTECH, in industrial settings, highlighting their potential to enhance efficiency and productivity in manufacturing processes [1][12]. Group 1: Development and Training of Humanoid Robots - The Walker S1 humanoid robot has been integrated into various factories, including Geely's 5G smart factory, with over 500 units of intent orders received [1]. - The evolution of humanoid robots from performing basic tasks to more complex operations is emphasized, with the Walker S1 showing a 25% increase in material handling speed compared to its predecessor [4][11]. - The robots are designed to perform quality inspections with over 99% accuracy using advanced imaging and deep learning technologies [4][11]. Group 2: Technological Advancements - The Walker S series has transitioned from single-unit training to collaborative operations, showcasing the ability to work in groups and execute complex tasks [6][9]. - The implementation of a "big brain" and "small brain" system allows for enhanced decision-making and task execution, enabling robots to adapt to real-time environments [10]. - The robots are capable of learning skills once and sharing them across multiple units, which streamlines the training process [10]. Group 3: Future Prospects and Industry Impact - The Walker S1 has demonstrated significant improvements in various factories, with plans for large-scale delivery in the near future [11]. - UBTECH is developing the next generation, Walker S2, which will feature autonomous charging and increased operational efficiency [12]. - The article highlights the potential for humanoid robots to serve as intelligent assistants rather than replacements for human workers, promoting collaboration in manufacturing [12].