和去年“长着眼睛”、在现场演示抓取物品的笨拙相比，今年工博会上的机器人们，肉眼可见地灵活了起来。“目前机器人的抓取速度已经很快了，是和人一样的。”于今年2月刚成立的新加坡初创企业RoboSpec的一款机器人在工博会上迎来了全球首秀。10月12日，该公司工作人员告诉第一财经，越来越多算力和算法团队加入，为机器人提供了更强的大脑，也让终端的表现变得更灵活。
Compared with last year's clumsiness of "having eyes" and demonstrating grasping objects on site, this year's robots at the Industry Fair are visibly more agile. "The robot's grasping speed is already very fast now—the same as a human's." A robot from Singapore startup RoboSpec, founded in February this year, made its global debut at the Industry Fair. On October 12, company staff told Yicai that more and more compute and algorithm teams are joining, providing robots with stronger brains and making terminal performance more flexible.
通用智能机器人领域的头部厂商节卡机器人，在现场首发的一款轮式人形机器人，正在一块固定的区域内自主搬运箱子。“客户的使用场景远不如展厅看起来的整洁和复杂。”该公司副总裁常莉对第一财经表示，和以往依靠编程的协作机器人相比，拥有大脑和硬件身体的具身智能具有可泛化的作业能力，可以在真实的作业场景中学习、训练、进化，“就是有眼力劲儿了。能理解指令，并在大脑里快速形成任务拆解”。为此，在未来大量的非结构化场景中，具身智能的应用和普及是大势所趋。然而，一切都才刚刚开始。
JAKA Robotics, a leading player in general intelligent robots, debuted a wheeled humanoid robot on site that is autonomously moving boxes within a fixed area. "Customers' usage scenarios are far less tidy and more complex than showrooms appear." Company Vice President Chang Li told Yicai that compared with previous collaborative robots relying on programming, embodied intelligence with a brain and hardware body has generalizable operation capability, able to learn, train, and evolve in real work scenarios—"it has 'eye sense.' It can understand instructions and quickly form task decomposition in its brain." Therefore, in the large number of unstructured scenarios ahead, the application and popularization of embodied intelligence is the general trend. However, everything has just begun.
根据工博会期间发布的《2026年中国通用智能机器人产业发展白皮书》，智能机器人厂商是产业发展的主力军，具备本体设计、运动控制、场景交付等核心能力。而传统工业机器人、协作机器人、仿生机器人、人形机器人新兴厂商四大阵营已集结完成，共同构成了产业落地的多元供给。面对越来越激烈的行业竞争，传统工业机器人和协作机器人等厂商正在加速向智能工业机器人延伸。
According to the "2026 China General Intelligent Robot Industry Development White Paper" released during the Industry Fair, intelligent robot manufacturers are the main force in industry development, with core capabilities including body design, motion control, and scenario delivery. Four camps—traditional industrial robots, collaborative robots, biomimetic robots, and emerging humanoid robot manufacturers—have completed their assembly, together forming diverse supply for industrial deployment. Facing increasingly fierce industry competition, traditional industrial robot and collaborative robot manufacturers are accelerating extension toward intelligent industrial robots.
“具身智能要提速、提高效率，而工业机器人要更柔性，在实现高速高效的同时确保安全。”一家外资传统工业机器人企业资深工程师华泽南告诉第一财经，标准化的作业场景中，使用工业机器人意味着更快的速度和更高的效率，然而，在越来越多的非标场景中，对应柔性制造以及更丰富场景的具身智能是更理想的，两者当前逐渐融合、交汇。而处于传统工业机器人与具身智能之间的协同机器人，成为他们今年的发力重点。从协作机器人起家的节卡机器人，今年在工博会上展出的30多套机器人，约六成是具身智能机器人。
"Embodied intelligence needs to speed up and improve efficiency, while industrial robots need to be more flexible, ensuring safety while achieving high speed and efficiency." Hua Zenan, a senior engineer at a foreign traditional industrial robot company, told Yicai that in standardized work scenarios, using industrial robots means faster speed and higher efficiency. However, in more and more non-standard scenarios, embodied intelligence corresponding to flexible manufacturing and richer scenarios is more ideal, and the two are gradually merging and converging. Collaborative robots positioned between traditional industrial robots and embodied intelligence have become their focus this year. JAKA Robotics, which started from collaborative robots, exhibited over 30 robot sets at this year's Industry Fair, about 60% of which are embodied intelligence robots.
“自动化老兵”台达今年首次展出了具身智能双臂协作方案。这套方案以台达AI机器人控制软件平台为核心，建立实时3D环境模型、动态避障，让机器人通过语言、影像等多元数据自主学习任务。它的应用指向也很明确，AI服务器组装等少量多样、一站多工序的复杂场景，目标是提升产线换线柔性与多任务适配能力。《白皮书》称，传统工业机器人企业是中国工业机器人产业的奠基者，以埃斯顿、埃夫特、汇川等为代表。随着通用智能技术的兴起，这类厂商依托自身的工业场景积累与客户资源，积极推动产品智能化升级。
"Automation veteran" Delta debuted its embodied intelligence dual-arm collaboration solution for the first time this year. This solution centers on Delta's AI robot control software platform, building real-time 3D environment models and dynamic obstacle avoidance, letting robots autonomously learn tasks through multimodal data including language and images. Its application direction is clear—complex scenarios like AI server assembly with low-volume high-mix and multi-process single-station work, aiming to improve line change flexibility and multi-task adaptation. The white paper states traditional industrial robot enterprises are the founders of China's industrial robot industry, represented by Estun, EFORT, and Inovance. With the rise of general intelligence technology, such manufacturers rely on their industrial scenario accumulation and customer resources to actively promote product intelligence upgrades.
与此同时，以节卡机器人、珞石机器人、越疆科技等为代表，则凭借协作机器人赛道的快速成长完成了原始积累，正朝着智能化、人形化的双路径加速拓展。协作机器人本身具备人机共融、部署灵活、力感知等特点，与通用智能机器人的技术路径高度契合，因此厂商天然具备向智能协作机器人升级的先发优势。不过，常莉提出，虽然具身智能是市场接下来需要的产品，但工业自动化的空间是巨大的也远未饱和，因此不管是传统的工业机器人还是协作机器人，都仍有需求，并高度匹配标准化的工业场景。在从协同机器人到具身智能不断延伸的趋势中，人机协同是不会逆转的必然趋势。
Meanwhile, represented by JAKA Robotics, Luoshi Robotics, and Dobot, companies completed primitive accumulation through rapid growth in the collaborative robot track, now accelerating expansion along dual paths of intelligence and humanoid. Collaborative robots inherently have characteristics of human-machine integration, flexible deployment, and force perception, highly aligned with general intelligent robots' technical path, so manufacturers naturally have first-mover advantage in upgrading to intelligent collaborative robots. However, Chang Li noted that although embodied intelligence is the product the market needs next, the space for industrial automation is enormous and far from saturated, so both traditional industrial robots and collaborative robots still have demand, highly matching standardized industrial scenarios. In the trend extending from collaborative robots to embodied intelligence, human-machine collaboration is an irreversible inevitable trend.
施耐德电气工业自动化业务中国区数字化能力中心负责人刘文告诉第一财经，AI驱动的工业自动化并非减人，而是减量，即减少工作量。它一方面把人从重复性劳动和危险场景中解放出来，让生产人员转向更有价值的岗位，另一方面降低事故发生率，提升产品制造的稳定性与质量。在去年的工博会上，各大展台请来了大量能歌善舞的人形机器人卖力地吸引流量。而今年，它们不再是表演者，而是被工业领域的成熟玩家主动嵌入了更真实的测试场景中。今年的工博会上，施耐德电气展台就多了一只来自灵巧智能的手。这家由上海人工智能研究院孵化的具身智能企业，把最受关注的产品带到了这家百年跨国巨头的展台上。
Liu Wen, head of Schneider Electric's Industrial Automation China Digital Capability Center, told Yicai that AI-driven industrial automation is not about reducing people but reducing volume—reducing workload. On one hand, it liberates people from repetitive labor and dangerous scenarios, letting production personnel move to more valuable positions; on the other, it reduces accident rates and improves manufacturing stability and quality. At last year's Industry Fair, major booths brought in large numbers of singing-and-dancing humanoid robots to attract traffic. This year, they are no longer performers but actively embedded by mature industrial players into more realistic test scenarios. At this year's fair, Schneider Electric's booth added a hand from Lingqiao Intelligent. This embodied intelligence company incubated by Shanghai AI Research Institute brought its most-watched product to this century-old multinational giant's booth.
观众可以和它来一场剪刀石头布。而胜负之外，考验的是这只手对陌生手势的实时识别与灵巧响应。现场，两家企业签署合作协议，将发挥各自在机器人技术、工业自动化和工业场景方面的优势，共同探索具身智能技术创新与应用。在思灵机器人的展位上，RoboSpec展示了尚处研发和测试阶段的柔性分拣机器人。用他们自己的话说，只是0.5版本，尚未成熟。《白皮书》提出，以宇树科技、云深处科技等为代表的仿生机器人，起家于四足机器人与足式运动控制，凭借在运动控制、动力系统、仿生结构设计领域的技术突破，成为足式机器人赛道的头部玩家。
Visitors can play rock-paper-scissors with it. Beyond winning or losing, the test is this hand's real-time recognition and dexterous response to unfamiliar gestures. On site, the two companies signed a cooperation agreement to leverage their respective advantages in robot technology, industrial automation, and industrial scenarios to jointly explore embodied intelligence technology innovation and application. At Agile Robots' booth, RoboSpec demonstrated a flexible sorting robot still in R&D and testing—in their own words, just "version 0.5," not yet mature. The white paper states biomimetic robots represented by Unitree and Deep Robotics started from quadruped robots and legged motion control, becoming top players in the legged robot track through technical breakthroughs in motion control, power systems, and biomimetic structural design.
随着通用智能时代的到来，这类厂商依托运动控制的核心技术优势，横向拓展产品边界。这类厂商的核心竞争力在于运动控制算法与硬件的深度自研能力，产品性价比突出，技术迭代速度快，是推动人形与四足机器人从实验室走向产业化的重要力量。随着大模型与具身智能技术的爆发，一大批新兴创业公司也涌入人形机器人赛道，成为产业创新最活跃的力量。在当天开幕式的深度对话环节中，宇树科技创始人王兴兴表示，具身智能行业临界点甚至会在一两年内到来。要让机器人实现大规模应用，还要解决泛化性和效率的问题，但未来几年这些问题都将得到解决。这场从能不能做出来转向能不能用起来的具身智能竞赛，下半场比拼的将是落地的深度。
As the general intelligence era arrives, such manufacturers leverage core technical advantages in motion control to horizontally expand product boundaries. Their core competitiveness lies in deep in-house R&D of motion control algorithms and hardware, with outstanding cost-performance and fast technology iteration, making them an important force pushing humanoid and quadruped robots from laboratory to industrialization. With the explosion of large models and embodied intelligence technology, a large number of emerging startups have also poured into the humanoid robot track, becoming the most active force in industrial innovation. In the opening ceremony's in-depth dialogue, Unitree founder Wang Xingxing said the embodied intelligence industry's critical point may even arrive within one or two years. For robots to achieve large-scale application, generalization and efficiency problems still need to be solved, but these will be resolved in the coming years. This embodied intelligence competition shifting from "can it be made" to "can it be used" will see the second half compete on deployment depth.
