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机器人成出海新势力，国际化要跨几道关？

第一财经报道

2025-05-08

5月8日，第一财经记者获悉，由上海市数据局指导，bat365在线官网平台、上海电信、上海联通、上海移动等七家龙头企业共同发起的智能终端出海服务创新联合体已经正式揭牌。第一财经记者采访bat365在线官网平台数据科学及创新高级总监詹东东后了解到，随着中国智能终端出海形式不断变化，企业在出海的过程中将会面临本地化、安全保障等多个挑战。

詹东东告诉第一财经记者，当前中国智能终端出海已从单一产品出口迈向“产业链+商业模式”的全球化复制阶段。工业机器人、服务机器人、人形机器人等智慧终端已经成为了出海新势力。根据IDC发布数据显示，2023年，中国工业机器人厂商出海收入达到约95.8亿元人民币，商用服务机器人出海收入则为15.1亿元。

相比于传统的智能终端，如手机、平板等，机器人的出海更为复杂。“这类终端不仅涉及复杂的数据交互，还需与物理环境实时联动。”詹东东指出，一旦这类终端遭受网络攻击，可能导致设备失控、数据泄露甚至物理环境破坏，企业需要注意安全隐患。

尽管行业还在发展早期，但人形机器人在海外的业务布局并不少。以国内头部机器人公司宇树科技为例，虽然没有明确披露过宇树海外市场的销售情况，但宇树相关的工作人员曾向第一财经记者透露，宇树四足机器人的全球市场占比达到60%-70%。在今年年初美国的CES(全球消费电子展)的展会现场，宇树科技展台的工作人员也表示样机已经在当地全部售罄。

云深处相关负责人也曾透露，在过去的三年当中，云深处机器人产品的海外营收和业务占比都在增长。除了标准化的应用方案直接“迁移”至出海场景外，云深处也在进行本地化服务，与海外合作方共同解决部署、培训和售后的问题。

中国机器人出海，除了赚钱，还有一个重要的目的。“企业能够借助更多开发者的力量，来不断完善、迭代自身的产品。”中关村物联网产业联盟副秘书长袁帅向第一财经指出，部分机器人企业在向海外C端开发者售卖的时候，也会同步开源。开源使得代码能够被广泛的开发者查看、使用和改进。不同背景、不同专业领域的开发者可以基于开源代码进行二次开发和创新，从不同角度提出新的想法和解决方案。

根据此前官方公布数据，面向全球的开发者协作平台GitHub在两年前就已经有了1亿名开发者。第一财经记者梳理看到，智元机器人、傅利叶、宇树等国内的人形机器人企业均在GitHub上有开源项目。其中，智元的AgiBot World数据集已经在Github上下载量超过2万次。

在机器人出海的过程当中，二次开发十分常见。如何保障这类智能终端设备在海外市场中的安全，是企业需要面临的挑战。“网络攻击存在明显的不对称性，黑客只需攻破一个漏洞即可成功，而企业需防御所有漏洞。”詹东东表示，随着AI的发展，黑客的攻击手段也在“进化”，例如利用AI生成钓鱼邮件或攻击代码，传统安全防护体系已难以应对。

作为智能终端出海服务创新联合体的首批建设单位，bat365在线官网平台推出了智能信息安全工具箱AIPenTest和智慧双核心SIEM技术平台。“用AI保护AI”，是詹东东认为保护智慧终端出海的核心理念。企业需要最大程度借助AI的自动化特质，通过设置计划任务，按照一定的测试流程，让AI安全工具箱自动去检测网络安全情况，并且需要借助工具智能化地自动收集企业网络里产生的各种日志信息，并且实时盯着网络的情况，及时应对。

詹东东强调，在新型智能终端出海的过程当中，数据就如同一个一个的小包裹，如何保证这些包裹的完整和安全传输，需要企业在数据传输的基础设施建设上下功夫。根据bat365在线官网平台提供数据，当前公司已覆盖全球五大洲约160个国家和地区，在全球范围内拥有近170个网络服务节点。

“织密安全网，才是企业出海的安全阀。”詹东东说道。

图片来源：第一财经摄影记者任玉明

关于第一财经

第一财经，是中国深具影响力的财经全媒体集团。

第一财经创办于 2003 年，总部位于上海，在北京、广州、深圳设有分公司，并在全球主要经济、金融中心城市设有派驻机构或人员。

文章来源：第一财经

作者：乔心怡

责编：刘佳

此内容为第一财经原创，著作权归第一财经所有。未经第一财经书面授权，不得以任何方式加以使用，包括转载、摘编、复制或建立镜像。第一财经保留追究侵权者法律责任的权利。

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机器人成出海新势力，国际化要跨几道关？

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Assessment Services Asset Identification Service Vulnerability Assessment Service Penetration Test Service Code Review Service AI Visual Security

Protect
Managed Network Security Device Service Managed Next-Generation Firewall (NGFW) Unified Threat Management (UTM) Managed Web Application Firewall (WAF) Network Security Secure Access Service Edge (SASE) Mail Security Mail Protecition Service

Detect
Threat Detection Services Endpoint Detection & Response (EDR) Managed Security Services (MSS) Traffic Monitor and Analysis TrustCSI Secure AI Network Traffic Analysis

Respond & Recover
Security Response Services Security Orchestration, Automation and Response (SOAR) Threat Hunting Service Security Incident Response (IR) Backup & Disaster Recovery as a Service Virtualized Backup, Replication & Recovery (BRR)

Professional Services & Compliance
Professional Services Security Device Migration Service(SDMS) Compliance Services China Cybersecurity Law MLPS 2.0 Compliance Service Cross-Border Data Compliance Assessment Service

IaaS – Infrastructure as a Service
Cloud Computing (Compute) Dedicated Private Cloud (vONE)

SaaS – Software as a Service
Cloud Email & Collaboration Suite (M@il)

XaaS – Anything as a Service
Backup & Disaster Recovery as a Service Virtualized Backup, Replication & Recovery (BRR) Storage as a Service Object Storage Solution (OS) Virtual Desktop as a Service Managed VDI (DaaS Lite)

Managed Service
Professional Service (PS)

Cloud Connectivity
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