人形机器人又爆发！风口还是泡沫？答案是……

Core Insights - The humanoid robot sector is at a critical juncture, with debates on whether it represents a blue ocean of opportunities or a bubble, especially as the industry valuation exceeds one trillion yuan [2] - The CEO of Leju Robotics emphasizes the importance of demonstrating the value of humanoid robots amidst skepticism, highlighting their increasing utility in various sectors [2] Company Overview - Leju Robotics has delivered its 100th full-size humanoid robot in January, with delivery volume doubling by March, indicating a growing acceptance and application of humanoid robots [2] - The company positions itself as a "body" company focused on enhancing the performance and durability of humanoid robots, particularly in the lower limb mechanics, claiming to be nationally leading in this aspect [6] Technological Development - Leju Robotics has addressed various challenges in supply chain, production management, and sales channels since its inception in 2018, leading to the highest delivery volume of full-size robots in China [7] - The company is also developing capabilities for the upper limbs of robots to meet industry demands, indicating a shift in their R&D focus [6] Market Positioning - The humanoid robot is viewed as a foundational component for various applications, with Leju Robotics proposing an "ecosystem partnership plan" to drive collaboration across the industry [7] - The company aims to adapt humanoid robots for various sectors, including healthcare and domestic services, beyond industrial applications [7] Industry Challenges - A significant challenge lies in aligning the needs of different enterprises with the capabilities of humanoid robots, necessitating a strategic approach to product development [8] - The integration of humanoid robots into household settings is complex, with privacy and safety concerns being paramount, leading to a cautious approach in initial applications [11] Future Outlook - The CEO anticipates that the humanoid robot market will evolve, with a potential shift towards price competition in three years, prompting the need for international expansion [13] - Leju Robotics aims to leverage the advantages of Shenzhen's robust automotive supply chain and international exposure to enhance its product development and market reach [14]