Core Insights - The core viewpoint is that embodied intelligence is expected to see small-scale implementation this year and potentially large-scale deployment next year, following a path where industrial applications precede logistics, and commercial applications precede household uses [1] Group 1: Company Developments - Qianxun Intelligent's first commercial humanoid robot, Moz1, was showcased at WAIC, featuring 26 degrees of freedom and the highest power density integrated force control joints globally, with a load-to-weight ratio of 1:1 [1] - The Moz1 robot was highlighted for its ability to fold clothes accurately, earning the title of "best display" at the exhibition, and a service robot sold out 14 boxes of drinks in two days, showcasing significant advancements compared to the previous year [1][2] Group 2: Industry Trends - The robotics industry is experiencing rapid advancements, with a doubling in the number of participating robotics startups at the exhibition, indicating a shift from conceptual competition to practical implementation [2] - Future product development will focus on higher power density, increased speed, and enhanced intelligence, aiming for robots to handle diverse tasks dynamically, which is essential for achieving true embodied intelligence [2] Group 3: Investment and Market Dynamics - Qianxun Intelligent recently completed a nearly 600 million yuan Pre-A+ round of financing led by JD.com, highlighting the market's interest in companies that integrate AI capabilities with physical robotics [3] - The investment logic is rooted in the demand for logistics technology, as JD.com seeks to reduce labor dependency and improve order accuracy, aligning with Qianxun's AI-driven autonomous decision-making systems [3]
千寻智能创始人兼CEO韩峰涛：具身智能进入技术突破年 明年或有望规模化放量
Zheng Quan Shi Bao Wang·2025-07-28 16:44