人形机器人，正撕掉“表演”标签

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) highlighted the transformation of humanoid robots from mere performance art to practical skills, attracting significant attention from global investors [1][2] - The commercialization of embodied intelligence in China is experiencing explosive growth, with strong industrial application capabilities becoming a focal point for overseas investors [1] Industry Trends - The concept of "embodied intelligence" has gained traction in the AI field and investment circles over the past two years, marking it as a key theme at WAIC 2025 [1] - The exhibition featured over 150 humanoid robots, showcasing a shift from static displays to dynamic performances, indicating advancements in their operational capabilities [2] Technological Advancements - Robots demonstrated practical skills such as precise assembly and logistics sorting, showcasing their ability to perform multiple roles effectively [2][6] - The development of embodied intelligent robots is driven by large-scale training data, enabling them to execute tasks autonomously and adaptively [6] Market Perception - There is a noticeable shift in market understanding, with clients moving from a simplistic "plug-and-play" automation mindset to recognizing the need for a data-driven, two-way investment system in embodied intelligence [11] - Clients are increasingly willing to invest in proof-of-concept (POC) testing and adapt production lines to integrate robots, reflecting a deeper understanding of the technology's requirements [11] Company Developments - Companies like Zhiyuan Robotics have produced over 2,000 robots for practical applications, indicating a growing market presence and operational capacity [11] - The industry is expected to enter a phase of real-world testing and validation, with leading companies focusing on revenue and effectiveness as key performance indicators [11]