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广东机器人江湖风云再起:拓斯达杀入具身智能战局
Core Insights - The article discusses the entry of Guangdong-based robotics company Tosstar into the humanoid robot market with the launch of the "Tuo Xing Ji" series, which includes various types of humanoid robots designed for industrial applications [1][5][15] - Tosstar aims to leverage AI technology to enhance the capabilities of its humanoid robots, enabling them to perform complex tasks autonomously in manufacturing environments [1][15] - The company is undergoing a strategic transformation, focusing on its core business areas of industrial robots, CNC machines, and injection molding machines, while planning to gradually divest from its smart energy and environmental management systems business [2][19][20] Company Developments - Tosstar has launched its first wheeled humanoid robot, "Xiao Tuo," which features a four-wheel design and can perform tasks such as screw tightening and quality inspection in injection molding workshops [1][6][15] - The company has established the "Tosstar Humanoid Robot Ecological Innovation Alliance" to integrate resources from various sectors to accelerate the application of humanoid robots in diverse scenarios [2] - Tosstar's revenue for the first half of 2025 was reported at 1.086 billion yuan, a decrease of 36.98% year-on-year, primarily due to a significant reduction in the smart energy and environmental management systems business [19][20] Market Potential - The humanoid robot market in China is projected to reach 38 billion yuan by 2030, indicating significant growth potential for companies like Tosstar [4] - Tosstar's humanoid robots are positioned to address the growing demand for automation in various industrial applications, with plans to expand their use in assembly and inspection tasks [2][19] Technological Advancements - The company has developed a "small brain" control system that integrates AI models with robotic hardware, enhancing the robots' ability to perform tasks in real-time [10][12][15] - Tosstar's collaboration with major cloud service providers aims to utilize industrial data for training and improving the performance of its humanoid robots [13][15] - The company has achieved significant advancements in its CNC machine business, with a reported revenue increase of 83.74% year-on-year, indicating a strong market position [21]