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人形机器人,最重要的还是“脑子”
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-05-03 02:17

Group 1 - The humanoid robot industry is gaining significant attention, with expectations of a breakthrough similar to the "ChatGPT moment" in generative AI, as highlighted by NVIDIA [1][2] - The recent humanoid robot half marathon in Beijing showcased the current limitations of humanoid robots, as the UTree G1 robot fell during the race, raising concerns about performance [2][3] - UTree Technology clarified that the robots used in the marathon were modified by independent teams, emphasizing that performance varies significantly based on user adjustments and optimizations [2][3] Group 2 - The development of humanoid robots is currently lagging behind market expectations, indicating a gap between technological capabilities and public anticipation [3] - Humanoid robots are characterized by their embodied intelligence, which includes perception, interaction, and action planning modules, but they still face challenges in autonomous navigation and endurance [5][6] - The industry is witnessing a shift towards more intelligent systems, driven by advancements in AI and neural networks, which are essential for achieving true embodied intelligence [9][10] Group 3 - The performance of humanoid robots is heavily reliant on their hardware, with UTree utilizing high-performance CPUs and NVIDIA Jetson Orin modules to enhance capabilities [10][11] - Innovations in chip technology are crucial for the evolution of humanoid robots, with several companies making significant strides in integrating advanced processors for improved performance [11][12] - The upcoming first Embodied Intelligence Sports Games in Wuxi aims to test and showcase the capabilities of humanoid robots across various competitive events, highlighting the need for comprehensive testing to address existing limitations [14][15]