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又一人形机器人布局家庭场景 越疆发布全球首款具身全栖人形机器人

亿邦动力 2026-08-05 15:40
亿邦动力 2026/08/05 15:40

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本文核心信息是越疆科技在8月5日发布了全球首款具身全栖人形机器人越疆鹿萌,这是越疆首次推出面向家庭场景的人形机器人产品,核心干货信息如下:

1. 产品核心能力:这款机器人身高近1.3米,定义“具身全栖”包含四个维度,可穿梭多元空间、切换多种角色、融合多能力主动感知、伴随用户成长持续迭代,能适配全年龄段人群需求,可应对复杂地形,动作流畅精准,能主动识别用户情绪提供服务。

2. 功能覆盖多元场景:给都市职场人提供无社交压力的情绪陪伴,给年轻家庭分担育儿精力,给学龄儿童做科普互动学习,还可用于商业展览、品牌活动做演艺展示。

3. 附加价值:该产品同时作为具身智能教学开发平台,支持二次开发,可用于各类院校的相关课程教学和科研。

本次越疆发布新品透露出人形机器人行业的最新消费趋势与产品研发方向,对品牌商的参考干货如下:

1. 消费趋势:人形机器人赛道已经开始从工业场景转向C端家庭消费场景,用户核心需求从功能执行转向情感陪伴、主动服务,细分市场清晰,覆盖职场、年轻家庭、学龄儿童、商业活动多个群体,市场需求明确。

2. 产品研发方向:当前核心竞争力聚焦在具身智能能力,需要围绕多模态情绪感知、三维空间理解与主动服务、自主学习长期进化三个方向打造核心优势,依托自研大模型实现产品体验升级,主打“越用越懂用户”的长期陪伴价值。

3. 场景拓展思路:除C端消费市场外,还可拓展教育科研、商业活动等B端场景,扩大产品受众边界,丰富营收来源。

本次越疆发布新品给人形机器人赛道的卖家透露出新的市场机会与发展方向,核心干货如下:

1. 新增量市场机会:陪伴型人形机器人的C端市场已经进入落地阶段,多个细分赛道存在增长机会,包括都市职场人的无压力情感陪伴、年轻家庭的育儿辅助、学龄儿童的互动科普学习,还有商业活动的机器人演艺需求,蓝海市场待挖掘。

2. 产品打造参考:要实现从被动指令执行到主动感知服务的升级,重点打磨情绪识别、高精度导航避障、拟人运动、自主学习进化能力,才能匹配当前用户的核心需求,提升产品竞争力。

3. 额外增长方向:除C端消费市场外,面向K12、院校、科研机构的具身智能教学开发平台也是新的增长点,支持二次开发可打开B端教育市场的增长空间。

本次越疆发布新一代人形机器人,对相关生产工厂的需求、机会与转型启示如下:

1. 产品生产设计新需求:新一代人形机器人对结构设计、生产精度提出更高要求,需要支撑流畅拟人步态、应对多地形行走的结构设计,外观要求高亲和力适配全年龄段,同时对电机、传感器等核心零部件的精度和稳定性要求也大幅提升。

2. 新商业机会:当前人形机器人开始批量切入C端家庭场景,市场需求逐步放量,除C端整机产品外,教育科研领域的开发平台也有稳定需求,会给上游生产工厂带来持续的业务增量,拓展新的订单来源。

3. 数字化转型启示:新一代智能机器人依托全栈自研大模型,要求生产端匹配更高的数字化生产能力,工厂需要加快推进数字化升级,才能满足高精度智能产品的生产要求,跟上行业发展节奏。

本次新品发布透射出人形机器人服务领域的发展趋势与市场需求,核心干货如下:

1. 行业发展趋势:人形机器人产业已经从工业领域逐步走向C端家庭、教育、商业多元场景,具身智能成为行业核心发展方向,全栈自研大模型是核心能力支撑,赛道热度持续提升,行业增长空间逐步打开。

2. 当前客户核心痛点:传统机器人解决方案仅能满足被动指令执行需求,无法适应当下用户对主动情感陪伴、多场景自适应、长期自主进化的新需求,市场需要匹配新能力的配套服务方案。

3. 业务拓展方向:服务商可以围绕具身大模型适配、多模态情绪识别技术、高精度导航避障系统、拟人运动控制算法这些方向打磨解决方案,同时可拓展教育场景二次开发的配套服务,匹配市场新需求,获得新的增长空间。

越疆本次推出面向多场景的人形机器人新品,对智能硬件平台商的核心干货如下:

1. 平台商家新需求:布局人形机器人C端市场的品牌商家,需要平台提供对应细分赛道的流量扶持、场景化运营支持,帮助产品触达都市白领、年轻家长、教育机构这类精准目标用户,打开市场销路。

2. 平台招商与运营方向:具身智能人形机器人是当下智能硬件赛道的热点增长点,有明确的用户需求和发展潜力,平台可以将该品类纳入重点招商方向,吸引技术型品牌商家入驻,丰富平台智能硬件品类,打造新的增长极。

3. 风险规避要点:该赛道目前仍处于发展初期,技术落地效果参差不齐,平台需要提前做好品控管理,引导商家如实宣传产品能力,规避虚假宣传带来的用户投诉和品牌风险。

本次越疆发布全球首款具身全栖人形机器人,给产业研究提供了最新的产业动向参考,核心干货如下:

1. 产业新动向:国内人形机器人产业已经实现从工业领域向C端家庭消费场景的落地突破,头部科技企业开始推出面向普通消费者的人形机器人产品,“陪伴”成为人形机器人新的核心定位,成功拓展出消费、教育、商业多元落地路径,产业发展进入新的阶段。

2. 新商业模式探索:越疆采用“C端消费产品+B端教育开发平台”的双定位商业模式,既面向C端用户销售消费级产品,也面向院校、科研机构开放二次开发能力做教学科研平台,拓展了多元营收渠道,这种创新商业模式具备很高的研究价值。

3. 技术研发新进展:国内企业已经实现全栈自研具身大模型,在拟人步态、多模态情绪感知、三维空间理解这些核心技术上取得了突破性进展,整体技术水平达到国内领先位置,为产业后续发展打下了坚实的技术基础。

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Quick Summary

The key takeaway of this article is that Yuejiang Technology launched the world's first "embodied omnipresent" humanoid robot, Yuejiang Lumeng, on August 5. This is Yuejiang's first humanoid robot product targeted at home scenarios. The core details are as follows:

1. Core product capabilities: Standing nearly 1.3 meters tall, the robot's "embodied omnipresent" positioning covers four dimensions: navigating multiple spaces, switching between different roles, integrating multiple capabilities for active perception, and continuous iteration to grow alongside users. It caters to the needs of users across all age groups, can traverse complex terrain, delivers smooth and precise movements, and actively recognizes user emotions to provide customized services.

2. Multi-scenario functionality: It provides emotion companionship with zero social pressure for urban professionals, shares childcare burdens for young families, acts as an interactive science learning partner for school-age children, and can also be used for performance demonstrations at commercial exhibitions and brand events.

3. Added value: The product also doubles as an embodied intelligence teaching and development platform that supports secondary development, making it suitable for related teaching and research programs at academic institutions.

Yuejiang's new product launch reveals the latest consumer trends and product R&D directions in the humanoid robot industry. Key takeaways for brands are as follows:

1. Consumer trends: The humanoid robot track is shifting from industrial scenarios to C-side home consumer scenarios. Core user demand has shifted from functional execution to emotional companionship and active services. The market is clearly segmented, covering professionals, young families, school-age children, and commercial event organizers, with well-defined market demand.

2. Product R&D direction: Core competitiveness today centers on embodied intelligence capabilities. Brands need to build core strengths across three areas: multimodal emotion perception, 3D spatial understanding and active service, and long-term autonomous learning and evolution. Leveraging self-developed large language models to upgrade product experience, brands should highlight the long-term companionship value of "getting to know users better the more it is used".

3. Scenario expansion: Beyond the C-end consumer market, brands can expand into B-end scenarios such as education, research and commercial events to broaden their audience base and diversify revenue streams.

Yuejiang's new product launch reveals new market opportunities and development directions for sellers in the humanoid robot track. Key insights are as follows:

1. New incremental market opportunities: The C-end market for companion humanoid robots has entered the commercialization phase. Growth opportunities exist across multiple segments, including stress-free emotional companionship for urban professionals, childcare assistance for young families, interactive science learning for school-age children, and robot performance services for commercial events, representing an untapped blue ocean market.

2. Product development reference: To meet current core user demands and improve competitiveness, sellers need to upgrade from passive instruction execution to active perception and service, with a focus on refining capabilities in emotion recognition, high-precision navigation and obstacle avoidance, human-like movement, and autonomous learning and evolution.

3. Additional growth opportunities: Beyond the C-end consumer market, the embodied intelligence teaching and development platform targeted at K12 schools, universities and research institutions represents a new growth area. Supporting secondary development unlocks growth potential in the B-end education market.

Yuejiang's launch of a new generation humanoid robot brings new demand, opportunities and transformation insights for relevant manufacturing factories, as outlined below:

1. New product design and manufacturing requirements: Next-generation humanoid robots impose higher requirements for structural design and production precision. They need structural designs that support smooth human-like gait and traversal across complex terrain, with high-affinity appearances that suit users of all ages. Requirements for the precision and stability of core components including motors and sensors have also increased significantly.

2. New business opportunities: As humanoid robots begin to penetrate the C-end home market at scale, market demand is gradually growing. In addition to C-end finished products, there is stable demand for development platforms for education and research, which will bring sustained business growth and new order sources for upstream manufacturing factories.

3. Digital transformation insights: Next-generation smart robots are powered by fully self-developed large models, requiring higher digital production capabilities on the manufacturing end. Factories need to accelerate digital upgrades to meet the production requirements of high-precision smart products and keep pace with industry development.

This new product launch reveals development trends and market demand in the humanoid robot service sector. Key insights are as follows:

1. Industry development trends: The humanoid robot industry is gradually expanding from the industrial field to diverse scenarios including C-end home use, education and commercial events. Embodied intelligence has become the core development direction of the industry, with fully self-developed large models as the core capability support. Track momentum continues to rise, and industry growth space is gradually opening up.

2. Current core customer pain points: Traditional robot solutions only meet the demand for passive instruction execution, and cannot adapt to new user requirements for active emotional companionship, multi-scenario adaptability, and long-term autonomous evolution. The market needs supporting service solutions equipped with new capabilities.

3. Business expansion directions: Service providers can refine solutions around embodied large model adaptation, multimodal emotion recognition technology, high-precision navigation and obstacle avoidance systems, and human-like motion control algorithms. They can also expand supporting services for secondary development in education scenarios to meet new market demand and unlock new growth space.

Yuejiang's launch of this multi-scenario humanoid robot offers the following key insights for smart hardware marketplace platforms:

1. New demands from platform merchants: Brands entering the C-end humanoid robot market need platforms to provide traffic support and scenario-based operation services for relevant segments, helping products reach targeted users such as urban white-collar workers, young parents and education institutions, and open up market access.

2. Platform recruitment and operation direction: Embodied intelligent humanoid robots are currently a high-potential growth hotspot in the smart hardware track, with clear user demand and development potential. Platforms can list this category as a key recruitment focus to attract technology-focused brands, enrich the platform's smart hardware offering, and build a new growth driver.

3. Risk mitigation notes: The track is still in an early development stage, with uneven technical implementation outcomes. Platforms need to implement quality control management in advance, guide merchants to make honest claims about product capabilities, and avoid user complaints and brand risks caused by false advertising.

Yuejiang's launch of the world's first embodied omnipresent humanoid robot provides the latest industry insights for industrial research, as outlined below:

1. New industry trends: China's humanoid robot industry has achieved a breakthrough from industrial applications to C-end home consumer scenarios. Leading technology companies are launching humanoid robot products targeting general consumers, with "companionship" established as a new core positioning. The industry has successfully expanded multiple commercialization paths across consumer, education and commercial sectors, marking a new stage of industrial development.

2. New business model exploration: Yuejiang adopts an innovative dual-positioning business model of "C-end consumer product + B-end education development platform". It sells consumer-grade products to C-end users while opening up secondary development capabilities to universities and research institutions as a teaching and research platform, diversifying revenue streams. This innovative model carries high research value.

3. New technological R&D progress: Chinese companies have achieved fully in-house development of embodied large models, and made breakthrough progress in core technologies including human-like gait, multimodal emotion perception, and 3D spatial understanding. The overall technical level has reached domestic leading standards, laying a solid technical foundation for the future development of the industry.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】8月5日,越疆科技正式发布全球首款具身全栖人形机器人越疆鹿萌(DOBOT LUMO),这也是越疆首次发布涵盖家庭应用场景的人形机器人产品。

据越疆科技品牌市场总监谢凯旋介绍,"具身全栖"的内涵包含四个维度:空间全栖,即自由穿梭家庭、商场、校园等多元空间;角色全栖,可根据人群切换为生活搭子、运动玩伴、科普伙伴等不同身份;能力全栖,指融合视觉、语音与运动能力,从被动应答升级为主动感知与行动;周期全栖,伴随用户成长持续迭代,越用越懂你。这一突破使机器人不再是冷冰冰的指令接收器,而是能够自适应多环境、覆盖多需求、实现长周期陪伴的智能体。

在发布的视频中,近1.3米的越疆鹿萌步态流畅,自如穿梭草坪、沙地、鹅卵石等复杂地形,在户外、居家、办公间无缝切换。在户外陪孩子打拳,出拳收拳带动腰部协调,闪躲踢腿后顺势完成后空翻,轻松应对高强度训练;居家化身情感陪伴者,识别情绪主动安抚,随音乐精准卡点完成高难度舞步,动作丝滑、情感细腻。夜间感知主人入睡,自动切换轻柔步态,轻轻关灯,全程无声。外观亲和力出众适配多个年龄段人群,语音交互贴切,多角色转换自然丝滑。

谢凯旋表示,越疆鹿萌(DOBOT LUMO)依托越疆全栈自研的空弈具身大模型,实现了三大核心突破:在多模态情绪感知方面,鹿萌通过视觉与语音融合识别用户情绪,主动共情回应;在三维空间理解与主动行动上,搭载高精度导航与避障系统,具备国内领先的拟人步态和强运动性能,尤其在长距离多地形行走中展现出当前国内人形机器人最为自然的步态表现,能自主走到用户身边提供服务,实现"人在哪,陪伴就在哪";在自主学习与长期进化方面,基于真实场景数据闭环,持续学习家庭生活习惯,陪伴价值随使用时长不断提升。

据悉,越疆鹿萌(DOBOT LUMO)定位于适配都市职场、年轻家庭、学龄儿童及商业活动等多类人群与场景,主打陪伴功能与具身智能教学开发能力。

针对都市职场人群,越疆鹿萌(DOBOT LUMO)提供晚归问候、情绪安抚及日常闲聊交互,强调无社交压力的陪伴体验;面向年轻家庭,机器人可承担运动陪伴、儿童看护、活动提醒等任务,辅助家长分担育儿精力;对于学龄儿童,越疆鹿萌(DOBOT LUMO)支持知识问答、科普讲解和益智游戏,旨在替代部分电子屏幕的单向信息输出,将AI互动融入日常学习。

此外,越疆鹿萌(DOBOT LUMO)也面向商业展览、品牌活动及科技秀场等场景,支持舞蹈表演与节奏互动,作为舞台演出或活动展示的机器人演艺方案。

除陪伴功能外,越疆科技同时将越疆鹿萌(DOBOT LUMO)定位为具身智能教学与开发平台。该平台面向K12、职业院校、本科院校及科研机构,支持二次开发,可直接用于机器人基础认知、运动控制、SLAM导航、视觉感知、人机交互等方向的课程教学与课题研究。

文章来源:亿邦动力

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FAQ回顾

具身全栖人形机器人的核心内涵是什么?

具身全栖包含四个维度:空间全栖可自由穿梭家庭、商场等多元空间,角色全栖可切换生活搭子、运动玩伴等不同身份,能力全栖融合多模态能力实现主动感知行动,周期全栖可伴随用户成长持续迭代,能自适应多环境、实现长周期陪伴。

越疆鹿萌人形机器人有哪些核心技术突破?

越疆鹿萌依托越疆全栈自研的空弈具身大模型,实现三大核心突破:多模态情绪感知可主动共情回应,三维空间理解搭载高精度导航避障系统,拟人步态国内领先,自主学习可基于真实场景数据闭环长期进化,陪伴价值随使用时长提升。

越疆鹿萌人形机器人适合哪些使用场景?

越疆鹿萌适配多类场景:面向都市职场人群可提供情绪安抚、无压力陪伴,面向年轻家庭可承担运动陪伴、儿童看护等任务,面向学龄儿童可提供科普讲解、益智互动,面向商业场景可做演出展示,面向院校可作为具身智能教学开发平台。

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