智通财经网·2025-05-08 07:56Group 1 - The core viewpoint is that embodied intelligence is the key to the commercialization of humanoid robots, with a market space exceeding one trillion yuan, and the intelligent level of humanoid robots in China is expected to evolve significantly by 2045 [1] - Humanoid robots possess human-like perception, body structure, and movement, making them highly adaptable to human society, with potential applications in manufacturing, social services, and hazardous operations [1] - The market scale for humanoid robots is currently below ten billion yuan, but as intelligent levels progress towards embodied intelligence, the market is expected to expand significantly [1] Group 2 - Multi-modal large models and reinforcement learning are enhancing operational control performance, with significant advancements in communication and computing power to support real-time control [2] - Major companies like NVIDIA and Tesla are integrating multi-modal perception to improve robot interaction and decision-making accuracy, while the development of embodied reasoning models is expected to enhance performance in complex environments [2] - The adoption of pure visual solutions and advanced sensors is anticipated to lower hardware costs and improve perception sensitivity, with EtherCAT emerging as a mainstream communication protocol due to its high real-time performance [2]