对话丨上市就像“高考”、人形机器人AI能力还不够⋯⋯宇树科技王兴兴谈了这十个问题

Core Viewpoint - The robotics industry is rapidly evolving, with companies like Yushu Technology focusing on improving product quality and functionality while preparing for a potential IPO as a sign of maturity and accountability to shareholders [2][15]. Group 1: Company Overview - Yushu Technology has developed several high-performance quadruped robots, such as Go2 and B2, and gained significant recognition after its bipedal humanoid robot starred in a major performance during the 2025 CCTV Spring Festival Gala [2]. - The company has seen a substantial increase in customer demand for humanoid robots, establishing new ecosystems including rental markets and developer partnerships [4]. Group 2: Market Trends - The price of robots is expected to decrease significantly, making them more accessible to a broader market, which will lead to a shift in societal perception of robots once they can perform tasks like humans [4][5]. - Currently, 50% of Yushu Technology's revenue comes from overseas markets, indicating a strong global presence since the company began its international expansion in 2018 [10]. Group 3: Technological Challenges - The current hardware capabilities of robots are sufficient, but the AI models need significant improvement to achieve a breakthrough in embodied intelligence [7][8]. - The industry faces challenges in achieving generalization and autonomous decision-making capabilities in robots, with a need for advanced AI models that require less data for effective training [8][9]. Group 4: Future Outlook - The global market for humanoid robots is expected to double in annual shipment volume, with potential for significant increases in the next few years if technological breakthroughs occur [14]. - The company views the IPO process as a critical step towards enhancing management and operational maturity, akin to a high-stakes examination for a student [15].