人形承压，四足补位，众擎、智元集体造“狗”，宇树模式成行业 “保命符”？

Core Viewpoint - The humanoid robot industry is facing skepticism and challenges, with a shift towards quadrupedal robots as companies seek to balance technological aspirations with commercial viability [3][4][25]. Group 1: Industry Trends - The humanoid robot sector is experiencing a transformation, with companies like Magic Atom, ZhiYuan, and ZhongQing shifting focus to quadrupedal robots, indicating a strategic pivot from humanoid designs [4][15]. - The recent comments from industry leaders, including Sergey Brin of Google, reflect a lack of optimism towards humanoid robots, suggesting a preference for more established robotic technologies [3][4]. Group 2: Company Developments - Magic Atom launched a quadrupedal guide robot aimed at emotional interaction and multi-scenario service capabilities, marking a significant product shift [5][9]. - ZhongQing announced the release of its first quadrupedal robot, JS01, emphasizing its unique positioning in the market and the intention to expand its product matrix [10][12]. - ZhiYuan is set to introduce a quadrupedal robot targeting family scenarios, showcasing a trend among humanoid robot manufacturers to diversify their offerings [9][10]. Group 3: Market Dynamics - The industry is witnessing a convergence of quadrupedal and humanoid technologies, with companies recognizing the need for stable cash flow and practical applications to survive in a competitive landscape [16][21]. - The success of Yushutech, which has maintained profitability through a strategic focus on quadrupedal robots before venturing into humanoid designs, serves as a model for other companies [17][18]. Group 4: Technological Reuse - Quadrupedal robots are seen as a practical platform for testing and refining technologies that can later be applied to humanoid robots, allowing companies to leverage existing research and reduce development costs [21][22]. - The shift towards quadrupedal designs is not merely a trend but a strategic necessity for many companies to ensure long-term survival and adaptability in the evolving robotics market [23][25].