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〈台北国际自动化展〉和椿:人形机器人是下波成长动能 布局实体AI台湾尚缺电池制造能力

2026-09-12 03:25:40 网络 阅读(47)

台北国际自动化工业大展于今(19)日起一连3日于台北南港展览馆2馆开展,自动化暨机器人解决方案厂和椿今(2026)年也盛大参展,展出多品牌、多型态机器人「无人工厂」方案。和椿近年积极打入中小型物流、服务业商机,董事长张以升表示,公司目前获利核心主要为机器人自动化设备和零组件,未来成长动能将锁定人形机器人及Physical AI(实体AI)。

〈台北国际自动化展〉和椿:人形机器人是下波成长动能 布局实体AI台湾尚缺电池制造能力

张以升表示,和椿未来布局蓝图上,持续有三大动能方向,首先公司核心事业为自动化设备和零组件(主要营利、公司稳定现金流);二、功能型机器人,和椿自2023年起跨入各类功能型机器人应用,现阶段主要涵盖智慧制造、智慧物流及智慧服务三大解决方案,包括协作手臂、搬运物流、清洁等服务型机器人,从传统型机器人进展到功能性机器人。

第三动能,则希望专注于人形机器人具身智慧(Embodied AI)上,公司将以这三大动能做为成长蓝图,目前也已持续投入相关领域。

此外,针对中国厂宇树科技近期已陆续推出仿生机器人。和椿表示,目前技术要做到仿生机器人活动没有问题,但公司着重点仍以机器人解决科技产线及物流问题上,不急着进入仿生机器人阶段。

张以升说,企业真正需要的并非单一机器人设备,而是能够将设备串联成完整物流搬运、补给及工厂维运流程的智慧自动化解决方案,以这次和椿展出相关系统,就是由巡检机器人透过镜头巡查货架起,再由无人搬运机、人型机器人、轮式机器人协力完成物流整体流程。

此外,和椿顾问程天纵也表示,机器人供应链和资通讯、晶片供应链不同,过往和椿机器人手臂产品都是摆在定点,但是现在机器人可以到处移动,需要技术、大脑和以往不同,例如四轮机器人、海上无人潜艇及空中智慧无人机,都离不开电池,目前机器人动力电池,还是台厂仍无法制造的痛点。

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      "description": "2026年6月信音(6126-TW) 营收年增成长59.02% , 盘后股价为34.15元",
      "pv": 201,
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      "id": 1671,
      "title": "〈COMPUTEX〉长荣航打造完整跨洲飞航网络 大抢商务客源",
      "shortTitle": "〈COMPUTEX〉长荣航打造完整跨洲飞航网络 大抢商务客源",
      "img": "https://cimg.cnyes.cool/prod/news/6480457/l/9ce063f009773c793d92e4b6124def58.jpg",
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      "description": "长荣航打造完整跨洲飞航网络 大抢商务客源",
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      "title": "巨亨速报 - Factset 最新调查:健策(3653-TW)EPS预估下修至54.92元,预估目标价为5000元",
      "shortTitle": "巨亨速报 - Factset 最新调查:健策(3653-TW",
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      "createdAt": "2026-06-20T02:10:48.000Z",
      "description": "FactSet 最新调查:健策(3653-TW)EPS预估下修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
      "pv": 147,
      "pinyin": "tw",
      "name": "台股",
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      "id": 3727,
      "title": "营邦聚焦AI基建三大动能 看好今年成长双位数",
      "shortTitle": "营邦聚焦AI基建三大动能 看好今年成长双位数",
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      "description": "机壳厂营邦 (3693-TW) 今 (25) 日召开股东会,指出受惠 AI、云端以及高效能运算需求持续成长,持续聚焦 AI 基础设施三大成长动能,并深化与全球策略伙伴合作,推动长期稳健成长,预期今年将成长双位数百分比。 ",
      "pv": 135,
      "pinyin": "tw",
      "name": "台股",
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      "id": 5265,
      "title": "正瀚淡旺季营收差距持续缩小 前6月营收13.3亿元创高",
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    "description": "和椿今(2026)年盛大参展,展出多品牌、多型态机器人「无人工厂」方案。和椿近年积极打入中小型物流、服务业商机,董事长张以升表示,未来成长动将锁定人形机器人及Physical AI(实体AI)。",
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    "content": "<p>台北国际自动化工业大展于今(19)日起一连3日于台北南港展览馆2馆开展,自动化暨机器人解决方案厂和椿今(2026)年也盛大参展,展出多品牌、多型态机器人「无人工厂」方案。和椿近年积极打入中小型物流、服务业商机,董事长张以升表示,公司目前获利核心主要为机器人自动化设备和零组件,未来成长动能将锁定人形机器人及Physical AI(实体AI)。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6581693/l/1c60bc4d2174883aece01447afb87c9e.jpg\" alt=\"〈台北国际自动化展〉和椿:人形机器人是下波成长动能 布局实体AI台湾尚缺电池制造能力\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>张以升表示,和椿未来布局蓝图上,持续有三大动能方向,首先公司核心事业为自动化设备和零组件(主要营利、公司稳定现金流);二、功能型机器人,和椿自2023年起跨入各类功能型机器人应用,现阶段主要涵盖智慧制造、智慧物流及智慧服务三大解决方案,包括协作手臂、搬运物流、清洁等服务型机器人,从传统型机器人进展到功能性机器人。</p>\n\n<p>第三动能,则希望专注于人形机器人具身智慧(Embodied AI)上,公司将以这三大动能做为成长蓝图,目前也已持续投入相关领域。</p>\n\n<p>此外,针对中国厂宇树科技近期已陆续推出仿生机器人。和椿表示,目前技术要做到仿生机器人活动没有问题,但公司着重点仍以机器人解决科技产线及物流问题上,不急着进入仿生机器人阶段。</p>\n\n<p>张以升说,企业真正需要的并非单一机器人设备,而是能够将设备串联成完整物流搬运、补给及工厂维运流程的智慧自动化解决方案,以这次和椿展出相关系统,就是由巡检机器人透过镜头巡查货架起,再由无人搬运机、人型机器人、轮式机器人协力完成物流整体流程。</p>\n\n<p>此外,和椿顾问程天纵也表示,机器人供应链和资通讯、晶片供应链不同,过往和椿机器人手臂产品都是摆在定点,但是现在机器人可以到处移动,需要技术、大脑和以往不同,例如四轮机器人、海上无人潜艇及空中智慧无人机,都离不开电池,目前机器人动力电池,还是台厂仍无法制造的痛点。</p><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/tw/article-6299.html\" title=\"野村投信最新台股看法--【台股操盘人笔记】震荡下的投资主轴:从题材回归优质成长\">野村投信最新台股看法--【台股操盘人笔记】震荡下的投资主轴:从题材回归优质成长</a></li>\n    <li><a href=\"/new/tw/article-13321.html\" title=\"〈台股风向球〉9月开局4万6多空拔河 外资回流动能成行情一大关键\">〈台股风向球〉9月开局4万6多空拔河 外资回流动能成行情一大关键</a></li>\n    <li><a href=\"/new/tw/article-5869.html\" title=\"〈台股盘后〉反攻月线失利 台积电跌逾2%拖累大盘跌379点收45354点\">〈台股盘后〉反攻月线失利 台积电跌逾2%拖累大盘跌379点收45354点</a></li>\n    <li><a href=\"/new/tw/article-7725.html\" title=\"南亚科 华邦电迎战AI代理时代!「4大黄金产业链」将是最大赢家\">南亚科 华邦电迎战AI代理时代!「4大黄金产业链」将是最大赢家</a></li>\n    <li><a href=\"/new/tw/article-10453.html\" title=\"营收速报  - 地心引力(3629)7月营收553万元年增率高达972.82%\">营收速报  - 地心引力(3629)7月营收553万元年增率高达972.82%</a></li>\n    <li><a href=\"/new/tw/article-11465.html\" title=\"广运布局AI、半导体及机器人产业 团队全面领航另一个50年\">广运布局AI、半导体及机器人产业 团队全面领航另一个50年</a></li>\n  </ul>\n</div>",
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