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1500余件展品亮相2025世界机器人大会 机器人又学了哪些新本领
Ren Min Ri Bao· 2025-08-11 07:14
1500余件展品亮相2025世界机器人大会,100余款新品首发首秀 机器人又学了哪些新本领(经济聚焦) 200多家国内外机器人企业参会,1500余件展品亮相,100余款新品首发首秀……8月8日至12日,以"让 机器人更智慧,让具身体更智能"为主题的2025世界机器人大会在北京举办。 在大会现场,观摩大载重工业机器人、仿生蜜蜂等尖端成果;见证人形机器人娴熟叠衣、分拣、搬运; 探寻核心零部件集群,揭示机器人"底层密码"……这是一场专业性与大众性相结合的机器人科技盛宴, 也是观察我国和全球机器人前沿技术和产业发展的重要窗口。 随着信息化、工业化不断融合,以机器人科技为代表的智能产业蓬勃兴起,前景广阔、潜力巨大,正以 前所未有的广度和深度融入生产生活。 ——编 者 产品谱系丰富 2024年,我国机器人专利申请量占全球总量的2/3 "开工!"在北京人形机器人创新中心展区,通用具身智能平台"慧思开物"下调度令,电力检修、流水线 分拣、零件质检、物品封装4个任务同时开启,机器人们协同配合完成多场景任务。 "我们打破了传统工业自动化'一机一岗、固定工序'的壁垒,演绎了从单体智能向群体智能的应用演 进。"北京人形机器人创新中心 ...
1500余件展品亮相2025世界机器人大会,100余款新品首发首秀 机器人又学了哪些新本领(经济聚焦)
Ren Min Ri Bao· 2025-08-10 21:45
200多家国内外机器人企业参会,1500余件展品亮相,100余款新品首发首秀……8月8日至12日,以"让 机器人更智慧,让具身体更智能"为主题的2025世界机器人大会在北京举办。 在大会现场,观摩大载重工业机器人、仿生蜜蜂等尖端成果;见证人形机器人娴熟叠衣、分拣、搬运; 探寻核心零部件集群,揭示机器人"底层密码"……这是一场专业性与大众性相结合的机器人科技盛宴, 也是观察我国和全球机器人前沿技术和产业发展的重要窗口。 随着信息化、工业化不断融合,以机器人科技为代表的智能产业蓬勃兴起,前景广阔、潜力巨大,正以 前所未有的广度和深度融入生产生活。 ——编者 产品谱系丰富 2024年,我国机器人专利申请量占全球总量的2/3 "开工!"在北京人形机器人创新中心展区,通用具身智能平台"慧思开物"下调度令,电力检修、流水线 分拣、零件质检、物品封装4个任务同时开启,机器人们协同配合完成多场景任务。 "我们打破了传统工业自动化'一机一岗、固定工序'的壁垒,演绎了从单体智能向群体智能的应用演 进。"北京人形机器人创新中心首席技术官唐剑说。在大会上,北京人形机器人创新中心还陆续发布具 身多模态大模型、人形机器人全自主导航系统等 ...
特斯拉新品蓄势待发
China Post Securities· 2025-07-21 05:38
Investment Rating - The industry investment rating is "Outperform" [2] Core Views - The humanoid robot industry is at a critical juncture with overlapping policy dividends, technological inflection points, and capital enthusiasm, presenting both opportunities and risks [7][8] - Short-term focus should be on regional cluster models and landmark technologies that drive practical applications, while long-term investment should consider technological convergence and cost reduction capabilities [8] Industry Overview - The humanoid robot index increased by 6.79% in the week of July 14-18, 2025, outperforming other indices such as the ChiNext (+3.17%) and the CSI 300 (+1.09%) [5][15] - Year-to-date, the humanoid robot index has risen by 30.67%, ranking second among 31 sub-industry indices [5][16] Important Industry Dynamics 1. **Industry Development**: - Tesla's humanoid robot, Optimus, will debut in a Los Angeles restaurant, showcasing its service capabilities [21] - Meta announced a multi-billion dollar investment in AI and data centers to accelerate its AI development [22] - UBTECH introduced a hot-swappable battery system for its humanoid robots, enabling 24/7 operation [24] - A domestically developed humanoid robot named "Photon" was unveiled in Hubei, with a production capacity of 300 units per year [25] - Hefei Zero Point Robotics showcased its humanoid robots for various applications, securing significant orders [26] 2. **Policy News**: - The Hubei Chain Expo highlighted the humanoid robot industry, aiming for a scale of over 10 billion by 2027 [33] - Huang Renxun emphasized the role of AI in reshaping global supply chains during the Chain Expo [34] - The first global humanoid robot sports event was launched, promoting technological engagement [35] 3. **Supply Chain Dynamics**: - Hubei Kofeng Intelligent released new joint modules to enhance humanoid robot performance [39] - Noli Co. is collaborating with Zhejiang University to accelerate the development of intelligent logistics robots [40] Related Companies - Key suppliers include Henggong Precision, Zhongdali De, and Fulin Precision [9] - System integrators and partners include Lingyi Intelligent, Junpu Intelligent, and Blues Technology [9] - Potential supply chain participants include Zhenyu Technology, Zhengyu Industrial, and Shuanglin Co. [9] Market Performance - Notable stock performances include: - Shangwei New Materials: +148.85% - Zhongdali De: +30.62% - Zhejiang Rongtai: +27.97% [16]