在爱仕达展台，一只印有品牌标识的商品盒，被轮式双臂机器人托在身前。它背后的货架上，饮料、水杯与炊具分层陈列，柜台前，参观者伸手操作平板，浏览商品。几步之外，是另一种作业场景，安全围栏内，橙色工业机械臂与机床、托盘等组成柔性机加工智能产线。焊接展区，悬臂式机械臂向下伸展，不断调整姿态进行多角度连续焊接。10月12日到15日，爱仕达将机器人制造与应用的不同环节搬到了第26届中国国际工业博览会展台现场。
At Aishida's booth, a product box printed with the brand logo is held in front by a wheeled dual-arm robot. Behind it, shelves display beverages, cups, and cookware in layers; at the counter, visitors reach out to operate a tablet and browse products. A few steps away is another operation scenario—inside safety fences, orange industrial robotic arms, machine tools, and pallets form a flexible machining intelligent production line. In the welding exhibition area, cantilever robotic arms extend downward, continuously adjusting posture for multi-angle continuous welding. From October 12 to 15, Aishida brought different links of robot manufacturing and application to the 26th China International Industry Fair booth.
上海爱仕达机器人有限公司、浙江钱江机器人有限公司总经理梁锐在现场表示，相较往年，今年最大的变化在于，此次约一半的展台用于具身智能展示，与此同时，公司正推动工业机器人向更高端的技术应用领域深入。展台变化背后，是公司对机器人业务发展路径的探索，依托长期制造经验和工业机器人技术，从自身熟悉的生产、销售环节验证新产品，再将应用经验向客户推广，打通了从造到用的两端。进入2026年下半年，在市场愈发关注真机长期连续作业稳定性、工业客户复购转化率和全链路投资回报率的当下，具身智能的下一步怎样走。
Liang Rui, General Manager of Shanghai Aishida Robotics Co., Ltd. and Zhejiang Qianjiang Robot Co., Ltd., said on site that compared with previous years, the biggest change this year is that about half the booth is used for embodied intelligence displays; meanwhile, the company is pushing industrial robots deeper into higher-end technology application fields. Behind the booth change is the company's exploration of its robot business development path—relying on long-term manufacturing experience and industrial robot technology, validating new products from its familiar production and sales links, then promoting application experience to customers, connecting both ends from "making" to "using." Entering the second half of 2026, as the market increasingly focuses on real-machine long-term continuous operation stability, industrial customer repurchase conversion rates, and full-chain ROI, how should embodied intelligence take its next step.
站在人形机器人无人零售工作站前，参观者与机器人之间隔着一座柜台，平板上的商品页面成为点单入口。机器人双臂末端的夹抓托住商品盒，货架、点单终端与取货位置被布置在同一片展示区域。此前，爱仕达已将机器人用于线下门店迎宾、讲解和导购，并开展百店上岗实践。此次现场展示的相关技术则面向便利店、无人商超、品牌门店及展厅等场景，可将人型机器人从单纯展示升级为真实营业员。梁锐表示，公司自有商业部署方案已在今年4月对外展示，后续历经多次迭代，目前动作速度已有较大幅度提升，正处于数据飞轮迭代阶段，并计划进一步应用于自身商店。
Standing before the humanoid robot unmanned retail workstation, visitors and the robot are separated by a counter, with product pages on a tablet serving as the ordering entry. The grippers at the ends of the robot's dual arms hold the product box; shelves, ordering terminals, and pickup locations are arranged in the same display area. Previously, Aishida had used robots for offline store greeting, explanation, and shopping guidance, conducting hundred-store onboarding practice. The related technologies demonstrated on site target convenience stores, unmanned supermarkets, brand stores, and showrooms, upgrading humanoid robots from mere displays to real "salespeople." Liang Rui said the company's own commercial deployment solution was publicly demonstrated in April this year, has undergone multiple iterations since, with action speed now significantly improved, currently in a "data flywheel" iteration stage, and plans to further apply it in its own stores.
在自有商业部署方案之外，另一个验证起点落在炊具生产环节。工业具身展示区内，多台轮式双臂机器人分布在工作台和物料架之间，现场工序流转、定制打标等工位标识，则将它们的任务指向了具体生产流程。据了解，这一由爱仕达与智元联合开发的人形机器人工业部署态项目，聚焦厨具定制化生产与出库作业场景，重点针对轻工制造环节中重复物料转运、定制化订单出库效率低、多工位人工协同等共性痛点，依托MES系统统一工单调度与机器人自主作业，实现物料取放、工序流转等全流程自动化作业，并兼容现有产线布局。
Beyond the company's own commercial deployment solution, another validation starting point lands on cookware production. In the industrial embodied display area, multiple wheeled dual-arm robots are distributed between workstations and material racks; on-site workstation markers like "process flow" and "custom marking" point their tasks to specific production processes. It is understood that this humanoid robot industrial deployment project jointly developed by Aishida and AgiBot focuses on customized cookware production and outbound operations, targeting common pain points in light industry manufacturing including repetitive material transfer, low customized order outbound efficiency, and multi-station manual coordination, relying on MES system unified work order scheduling and robot autonomous operations to achieve full-process automated operations including material pickup and placement and process flow, compatible with existing production line layouts.
事实上，从生产到销售，这些场景的选择实则有着共同的起点。梁锐表示，对于爱仕达而言，人形和工业的交叉点就是炊具，工业端从炊具生产入手，商业端用于零售，在这些熟悉的环节中验证，再逐步完善并扩大。具体任务能否完成、作业环节如何衔接、产品需要怎样调整，都可以在实际使用中获得反馈。
In fact, from production to sales, the selection of these scenarios has a common starting point. Liang Rui said for Aishida, the intersection of humanoid and industrial is cookware—the industrial end starts from cookware production, the commercial end is used for retail, validating in these familiar links, then gradually improving and expanding. Whether specific tasks can be completed, how operation links connect, and what product adjustments are needed can all gain feedback from actual use.
与工业具身区域相邻，钱江机器人的柔性机加工展示呈现了另一种协同方式。围栏内，上下料采用QJRB210-1重载机器人，搭配视觉实现亚微米级精密定位，自带防碰撞保护，可自动抓取工件、拆装隔板。QJRB50-1完成工件去毛刺，QJR10-1100搭载视觉在线瑕疵检测。据悉，这套由钱江机器人与LGMazak联合打造的柔性机加工智能产线，由AGV负责托盘柔性流转，机器人支持手爪快换，适配多品种混线生产。梁锐表示，国产机器人与高端机床协同，对机器人的精度、稳定性提出了更高要求，公司已解决相关适配问题，并在自有工厂中使用。
Adjacent to the industrial embodied area, Qianjiang Robot's flexible machining display presents another collaboration method. Inside the fence, loading and unloading uses the QJRB210-1 heavy-load robot, paired with vision for sub-micron precision positioning, with built-in collision protection, capable of automatically gripping workpieces and disassembling partitions. QJRB50-1 completes workpiece deburring, and QJR10-1100 carries vision-based online defect detection. It is understood that this flexible machining intelligent production line jointly built by Qianjiang Robot and LGMazak uses AGVs for flexible pallet circulation, with robots supporting quick gripper changes, adapting to multi-variety mixed-line production. Liang Rui said domestic robots collaborating with high-end machine tools imposes higher requirements on robot precision and stability; the company has solved related adaptation issues and uses them in its own factories.
今年上半年，中国人形机器人出货量已超4万台，全球占比进一步提升至97%。IT桔子事件库数据显示，2026年上半年国内具身智能赛道融资总金额达到935亿元，较2025上半年提升了5倍。在市场对于机器人真实场景落地关注的当下，一个行业性的问题也随之浮出水面，具身智能的下一步怎样走。从财务视角看，爱仕达在日前披露的一则公告中坦言，公司具身智能机器人业务为新开拓业务，尚处于起步阶段，截至目前已形成的销售收入尚低。但与此同时，2026年上半年，公司工业机器人业务持续扩张，在智能焊接细分市场继续保持领先地位，并在机床上下料、3C电子等领域抓住市场机遇、实现销售突破，发货量大幅增长并创新高。
In the first half of this year, China's humanoid robot shipments exceeded 40,000 units, with global share further rising to 97%. IT Juzi event database data shows domestic embodied intelligence track financing totaled 93.5 billion yuan in the first half of 2026, up 5 times from the first half of 2025. As the market focuses on real-scenario robot deployment, an industry-wide question surfaces—how should embodied intelligence take its next step. From a financial perspective, Aishida admitted in a recent announcement that its embodied intelligence robot business is a newly developed business still in its infancy, with revenue formed so far still low. But meanwhile, in the first half of 2026, the company's industrial robot business continued expanding, maintaining leadership in the intelligent welding sub-market, and seizing market opportunities in machine tool loading/unloading and 3C electronics to achieve sales breakthroughs, with shipments growing significantly and hitting new highs.
一方面，在工业端，爱仕达既在自己的工厂使用机器人，也向外部工业客户提供产品，商业端则希望先在自身网点积累经验与数据迭代，再用于服务其他客户。另一方面，这些工业技术积累，也是公司探索具身智能的基础。梁锐强调，爱仕达有48年的制造经验和十余年的工业机器人技术积累。其中，机械设计、运动控制和核心零部件等能力可以部分复用于人形机器人。正如梁锐所言，参与产品开发并亲自使用，有助于理解机器人及其应用要求，把制造经验与新的作业需求结合起来，并最终真正将具身智能的商业化落地走通。
On one hand, on the industrial end, Aishida uses robots in its own factories and also provides products to external industrial customers; on the commercial end, it hopes to first accumulate experience and data iteration at its own outlets, then use them to serve other customers. On the other hand, these industrial technology accumulations are also the foundation for the company's embodied intelligence exploration. Liang Rui emphasized Aishida has 48 years of manufacturing experience and over a decade of industrial robot technology accumulation. Among them, mechanical design, motion control, and core component capabilities can be partially reused in humanoid robots. As Liang Rui said, participating in product development and personally using it helps understand robots and their application requirements, combining manufacturing experience with new operation needs, and ultimately truly走通 embodied intelligence commercialization.
如果说自有场景的作用，是先把产品用好，再将成熟经验用于帮助客户，那么，由自身使用转向对外推广，则意味着机器人还需适应不同网点的商品、环境和运营流程。日前，爱仕达将100台人形机器人爱宝派驻全国百家门店，在真实营业场景中担任导购，每天在岗10小时，全程开放直播。从实测反馈来看，三天试营业结束，机器人带动销售成效显著，百家门店销售业绩平均增长39%。市场拓展也在向海外推进。目前，公司海外机器人业务主要仍为工业机器人。据梁锐介绍，目前爱仕达亚洲市场涉及越南、泰国、马来西亚和印尼等地，其中越南、泰国设有小规模团队，欧洲市场也在尝试推进。对于具身智能的海外业务，梁锐则表示2027年将会启动。家庭厨房则是更长期的方向。炊具业务使公司熟悉厨房需求，但梁锐判断，机器人进入家庭还需要三五年甚至更长时间。
If the role of own scenarios is to first use products well, then use mature experience to help customers, then shifting from self-use to external promotion means robots must also adapt to different outlets' products, environments, and operational processes. Recently, Aishida assigned 100 humanoid robots "Aibao" to 100 stores nationwide, serving as shopping guides in real business scenarios, on duty 10 hours daily, with全程 open livestreaming. From实测 feedback, after three days of trial operation, robots drove significant sales results, with the 100 stores' sales performance growing 39% on average. Market expansion is also advancing overseas. Currently, the company's overseas robot business is still mainly industrial robots. According to Liang Rui, Aishida's Asian market currently involves Vietnam, Thailand, Malaysia, and Indonesia, with small teams in Vietnam and Thailand, and Europe also being attempted. For embodied intelligence overseas business, Liang Rui said it will launch in 2027. Home kitchens are a longer-term direction. The cookware business makes the company familiar with kitchen needs, but Liang Rui judges robots entering homes still need three to five years or even longer.
