擎朗智能李通：人形机器人先岗位化，逐渐实现完全通用化

Core Insights - The development path of humanoid robots is to first achieve task-specific applications before moving towards full generalization, leading to a future where both specialized and general-purpose robots coexist [1][2][3] Group 1: Industry Trends - The 2025 World Robot Conference emphasized the commercialization of robotics, contrasting with the previous year's focus on demonstrations [1] - Companies are exploring various application scenarios, including industrial, service, and entertainment sectors, indicating a collective effort towards commercialization [1] Group 2: Company Performance - The company has shipped over 100,000 robot units and maintains the largest market share in the commercial service robot sector globally [2] - Revenue is evenly split between domestic and international markets, with higher profitability observed in overseas operations due to elevated labor costs [2] Group 3: Product Development - The company has launched two humanoid robot products this year, with a focus on service scenarios where humanoid robots can provide unique advantages [2] - The distinction between humanoid robots and traditional robots lies primarily in their advanced "brain" capabilities, enhanced by developments in large models and AI technologies [2] Group 4: Future Outlook - The industry is expected to see a blend of specialized and general-purpose robots, with specialized robots being more efficient for specific tasks [3] - The company is focused on collecting real-world data to enhance the capabilities of humanoid robots, emphasizing the importance of practical data collection for future advancements [3]