人形机器人：“小脑”水平已不错，“大脑”能力尚不足

Core Viewpoint - The humanoid robot sector is experiencing significant interest in the stock market, with the Wind humanoid robot index rising by 41.92% this year, but there are concerns regarding the commercial viability of humanoid robots due to limitations in their "brain" capabilities [1] Group 1: Current State of Humanoid Robots - Most humanoid robots have achieved a good level of development in their "small brain," enabling them to run and jump naturally, but the "brain" still requires further enhancement [3] - The current humanoid robots primarily provide entertainment and emotional value, with a low return on investment from a practical utility perspective [3] - The humanoid robot's "brain" is responsible for decision-making, while the "small brain" manages movement control and balance, indicating a division of responsibilities within the robot's architecture [3] Group 2: Limitations and Challenges - The intelligence level of leading domestic humanoid robot companies is currently at L2, meaning they can only perform preset commands in specific scenarios and lack autonomous decision-making capabilities [4] - The limited generalization ability of current robots restricts them to simple tasks, leading to failures in more complex scenarios, which can result in humorous malfunctions [4] - The industry consensus is that humanoid robots need a unified end-to-end model to advance to higher levels, with significant breakthroughs expected in the next 2-3 years [7] Group 3: Future Prospects - The development of humanoid robots is projected to require 5-10 years of real-world application and substantial financial investment to enhance their AI capabilities [6] - The Ministry of Industry and Information Technology has set goals for humanoid robot development, aiming for breakthroughs in key technologies by 2025 [7] - Major tech companies like Google, Tesla, and Microsoft are actively developing embodied AI models, indicating a competitive landscape for advancements in this field [7]