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作者:陵成 来源:原创 发布日期:08-26

上锁的房间

Return of delicate aquatic plant signals Chinese lake's revival_我的网站

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A |       记者8月20日从2026世界机器人大会获悉,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%。在人形机器人从小批量试用加速向规模化应用迈进的同时,资本市场也向创新型企业打开大门,行业投融资热度再上新台阶。  市场分析认为,在政策支持、制造规模、实景训练和工厂采用的共同驱动下,人形机器人行业正从性能演示阶段迈向值得关注的投资周期。

B |     

Workers harvest Ottelia acuminata at a planting base at Yong'an Village of Eryuan County in Dali Bai Autonomous Prefecture, southwest China's Yunnan Province, on Oct. 18, 2024.(Photo by Luo Xincai/Xinhua)
    Workers harvest Ottelia acuminata at a planting base at Yong'an Village of Eryuan County in Dali Bai Autonomous Prefecture, southwest China's Yunnan Province, on Oct. 18, 2024.(Photo by Luo Xincai/Xinhua)Under the summer sun, Erhai Lake in southwest China's Yunnan Province glistens thanks to its clear blue water dotted with floating white blossoms. Tourists stroll and cycle around the spot, where limpid waters, lush mountains and blooming flowers combine in weaving a picturesque scene.
The delicate blossom seen floating there is Ottelia acuminata, an aquatic plant endemic to China, which is known to have extremely strict water quality requirements. It demands high water transparency, cleanliness and calcium content, and survives only in unpolluted waters, serving as a reliable natural indicator of aquatic ecological health.
Its large-scale revival vividly testifies to Erhai Lake's remarkable ecological restoration achievements.
China's Ecological and Environmental Code, enacted on Saturday, stipulates nationwide protection and restoration of river and lake ecosystems, providing solid legal support for systematic water ecological governance across the country.
As China advances its Beautiful China initiative, this code is expected to strengthen rule-of-law guarantees for ecological protection and provide fresh impetus for the country's green and low-carbon transition.
In the early 1990s, agricultural pollution worsened Erhai Lake's water quality, causing frequent blue-green algae outbreaks. A severe algae bloom hit the lake in 1996, leaving the water turbid and smelly. As the environment degraded, Ottelia acuminata nearly disappeared from the lake.
Thanks to years of targeted ecological protection and restoration efforts, the lake's water quality has improved steadily, maintaining an excellent Grade II standard from January to June 2026, and creating favorable conditions for the return of Ottelia acuminata.
Official data show that the plant's coverage on Erhai Lake has surged from 90,000 square meters in 2021 to 950,000 square meters in 2026, marking a remarkable ecological recovery.
The improved water environment has also brought tangible economic benefits, turning the lake's ecological advantages into a sustainable industry. From lake ecology to farm cultivation and consumer products, Ottelia acuminata's dual ecological and economic value has been fully realized.
In 2018, environmental worker Zhong Lan noticed the edible plant's great potential for water purification and industrial development. With support from local authorities and Shanghai Jiao Tong University in eastern China, she started a company and built a professional research base in 2024, developing standardized planting techniques that enable high-yield, repeated harvests and offering jobs for local villagers.
Villager Li Xinyuan, who quit Ottelia acuminata cultivation years ago due to low profits, resumed planting in 2023 and earns a stable monthly salary of 4,500 yuan (about 663 U.S. dollars) at the base.
His fellow villager Du Hongquan earned over 100,000 yuan last year from growing the plant and has more than doubled his planting area this year. "The base takes full charge of sales, so we can plant without any worries," Du said.
Eryuan County, the source of Erhai Lake, now has more than 200 hectares of Ottelia acuminata plantation area, creating numerous jobs yearly. The plant has been developed into a diverse range of products like tea, plant-based coffee and cookies.
"I used to think it was exclusive to Yunnan, but I can try it elsewhere too," said a tourist surnamed Ai after tasting the plant at a hotpot restaurant in Hangzhou, east China's Zhejiang Province.
The beautiful lakeside scenery at Erhai has also boosted local tourism. In 2025, Dali received over 120 million tourist visits, attracting visitors to enjoy lake views and experience local Bai ethnic culture, with 407,000 long-term visitors.
Last month, the State Council issued a plan for building a Beautiful China during the 15th Five-Year Plan period (2026-2030), setting out the overall requirements, targets, key tasks and major projects for comprehensively advancing this initiative.
According to the plan, China will achieve overall improvement in ecological and environmental quality and make significant progress toward building a Beautiful China by 2030, with green production and lifestyles largely established and the carbon peaking target reached on schedule.
。另外,在聚焦整机厂商的同时,传感器、执行器、减速器、工业自动化等人形机器人生态系统中的环节领域同样值得关注。  8月19日,被称作A股“人形机器人第一股”的宇树科技正式登陆科创板。同期举行的2026世界机器人大会上,300余家国内外相关企业参加,3000余件展品悉数亮相。

C | 无论是行业盛会还是资本市场,人形机器人产业都掀起了“热浪”。  在2026世界机器人大会上,宇树科技创始人、董事长王兴兴表示,具身智能领域的“ChatGPT时刻”或将在可见的未来到来,快则两至三年,慢则五到十年。

D | 当机器人能够被部署至家庭等任意陌生环境,可完成约80%的任务时,便意味着已抵达具身智能产业爆发的关键临界点。他还表示,对AI模型的投入,是目前公司资金和人力投入最大的方向。  和宇树科技一样,多家机器人企业也希望借力资本市场,加速规模化商业化进程。  今年5月,乐聚智能(深圳)股份有限公司IPO发行申请获深交所受理,这是首家选择使用创业板第四套标准申请上市的企业。该公司精准卡位人形机器人赛道,2025年实现营业收入2.58亿元,近三年复合增长率高达118.68%。公司助理副总裁任广杰对记者表示,企业在2026世界机器人大会现场展示的商服导览、零售服务、纸箱拆垛、小件上料等场景应用皆为成熟可交付的真实方案,单日可稳定运行8至10小时,具备规模化交付与落地能力,支持二次开发团队快速开发部署。  以协作机器人起家的深圳市越疆科技股份有限公司(简称“越疆科技”)已经启动“H回A”进程。7月22日,深交所官网显示,越疆科技创业板IPO项目获得深交所上市委审议通过。据悉,该企业计划通过A股上市募资约12亿元,投向多足机器人研发及产业化、人形机器人技术提升等项目。  人形机器人一级市场投融资热度同样高企。天眼查根据公开披露的融资事件统计,今年以来国内机器人相关企业共出现超过230起融资事件,比去年同期增长28.8%。  瑞银财富管理投资总监办公室大中华区股票主管李智颖认为,中国的具身智能生态系统,是一套深度融合实体产业与人工智能的技术体系。这一生态有望形成正向的投资循环,即政策推动应用场景开放,实际部署产生数据,数据进一步驱动模型和硬件迭代,而规模化制造则有助于降低成本。在此循环中,能够参与多个环节的企业更具竞争优势。  李智颖认为,2026年将以技术验证、积累数据和搭建供应链为主,而非整机厂盈利普遍出现拐点的一年。随着企业积累足够的运行数据并提升模型的泛化能力,大规模部署有望在2027年至2029年逐渐展开。  人形机器人从“演示”走向“量产交付”,也引发市场对人形机器人生态系统中关键零部件的关注。

E | 2026世界机器人大会期间,不少人形机器人整机企业通过“链式”聚集的方式,展示了模型、数据、核心部件、场景应用及开发工具等多环节的协同演进。  在机器人企业傅利叶的展区,其上下游生态合作企业奇点智控、伊塔动力、一行凌光等在现场展示了高精度“光学六维力传感器”、关节模组、数据采集头环和配套数据平台等核心成果。傅利叶相关负责人告诉记者,随着规模化部署的推进,机器人的性能提升愈发依靠模型、数据、核心零部件等协同创新,傅利叶正通过战略投资、技术协同、场景开放等方式,连接产业链上下游具有专业能力的企业,为外部创新提供进入机器人产业体系的“接口”,推动不同领域的技术能力围绕真实产品和应用需求加速验证与迭代。  中国电子学会理事长徐晓兰表示,人形机器人产业可带动精密传动、智能传感、人工智能芯片、智能软件等配套产业投资,形成覆盖研发、制造、运维、服务的庞大市场。  李智颖建议,投资者应聚焦人形机器人生态系统中的关键瓶颈,而非笼统地投资于整机厂。传感器、执行器、减速器、工业自动化、激光雷达、触觉系统,以及落地渠道成熟或内部数据生成能力强的企业均值得关注。(记者 郭倩)。

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