高盛杜茜：长期来看机器人消费级市场空间将不亚于制造业需求

Core Insights - The 2025 World Robot Conference (WRC) is focused on showcasing robotics technology and products, attracting a significant number of family and general consumer attendees, contrasting with the more specialized audience of the recent Shanghai World Artificial Intelligence Conference (WAIC) [1] - The potential market for consumer robotics, particularly in education, companionship, and entertainment, may be underestimated, indicating that as long as robots are "useful, affordable, and safe," their market space could rival that of manufacturing [1] - The current applications of robotics are primarily concentrated in four categories: education/exhibition, program development/research, manufacturing/logistics, and consumer/elderly care/companionship, with the first two categories seeing the most usage [1] Industry Development Trends - Companies believe that the robotics industry may require an additional 1 to 2 years of data accumulation and reinforcement learning model iterations before reaching a technological inflection point, followed by another 1 to 2 years of rule-based operational training for end-to-end functionality [2] - The complexity of industrial scenarios necessitates 70% to 80% high-quality real data for effective robot training, highlighting the challenges in simulating these environments [2]