SIASUN(SZ:300024) Zhong Guo Zheng Quan Bao·2025-08-10 15:41Group 1 - The humanoid robot index has surged by 41.92% this year, indicating strong market interest in humanoid robotics [1] - Industry experts express concerns about the commercial viability of humanoid robots, citing limitations in their "brain" capabilities as a major barrier to practical applications [1][2] - Current humanoid robots are primarily designed for entertainment and emotional value, with low return on investment from a utility perspective [2] Group 2 - The "brain" of humanoid robots is currently at L2 level, meaning they can only execute pre-set commands in specific scenarios, lacking autonomous decision-making abilities [3] - The generalization ability of robots is limited, with most capable of only simple tasks like pick and place; more complex tasks lead to significant failure rates [3] - The industry consensus is that humanoid robots require a unified end-to-end model to advance, with significant breakthroughs expected in the next 2-3 years [5] Group 3 - Experts predict that it will take 5-10 years and substantial financial investment for humanoid robots to achieve a level of intelligence that allows them to perform core tasks effectively [4] - The Ministry of Industry and Information Technology has set goals for humanoid robot development, aiming for breakthroughs in key technologies by 2025 [5] - Major tech companies like Google, Tesla, and Microsoft are actively developing embodied AI models, with notable advancements already made [5]