Core Viewpoint - Traditional industrial robot companies are increasingly entering the humanoid robot market, showcasing their products prominently at the 2025 World Robot Conference (WRC) [1] Group 1: Industry Trends - Numerous industrial robot companies, including New松机器人, 越疆科技, and 极智嘉, are positioning themselves in the humanoid robot sector, which has gained traction since last year [1] - 越疆科技 launched its second-generation humanoid robot, emphasizing practical applications over mere demonstrations [2][4] - The humanoid robot industry is currently characterized by high investment costs and low profitability, leading some traditional companies to adopt a cautious approach [5] Group 2: Company Strategies - 越疆科技 focuses on practical applications in various sectors, including automotive and pharmacy, and aims for global expansion [4] - 极智嘉 has established a subsidiary to enter the humanoid robot market, aiming to enhance its valuation through breakthroughs in this area [6][8] - Traditional industrial robot companies are leveraging their experience and resources to compete in the humanoid robot space, with a focus on understanding customer pain points and operational challenges [8] Group 3: Technological Challenges - Transitioning from industrial to humanoid robots requires significant upgrades in algorithms, perception models, and motion planning due to the different demands of flexibility and adaptability [9][10] - The software technology used in traditional industrial robots is largely different from that required for humanoid robots, presenting a substantial challenge for these companies [10]
传统工业机器人公司成具身智能“新势力”,能否后发制人?