XHW(SH:603888) Xin Hua Wang·2025-09-10 07:46Core Insights - The article discusses the transition of robots from performance showcases to real industrial applications, highlighting the acceleration of their integration into production lines [2][10]. Group 1: Industrial Application of Robots - Robots are increasingly moving from "show stages" to actual production lines, indicating a shift towards practical industrial applications [2]. - At the 2025 Global Industrial Internet Conference, robots equipped with "embodied intelligence" were frequently mentioned, showcasing their ability to interact with environments in real-time [5][10]. - The current industrial applications of robots primarily involve repetitive tasks such as handling, sorting, and inspection, with potential for use in hazardous environments like power, mining, and offshore oil rigs [10][14]. Group 2: Technological Advancements - "Embodied intelligence" is seen as a crucial step towards general artificial intelligence, enabling robots to perceive, recognize, decide, and act autonomously [5][6]. - Robots with embodied intelligence can autonomously sense their environment and make dynamic decisions, moving beyond simple programmed tasks [6][10]. - The development of industrial embodied intelligence control systems allows for millisecond-level intelligent computation and decision-making [6][13]. Group 3: Challenges in Implementation - The commercialization of embodied intelligence robots in the B2B market is still limited, with many products remaining in prototype stages [14]. - Major challenges include difficulties in training, data insufficiency, and the need for advanced training methods, which hinder the transition from laboratory to industrial settings [14][20]. - Hardware stability and operational precision are significant bottlenecks, as industrial applications require 99.99% stability and millimeter-level precision, while many current devices only achieve centimeter-level accuracy [14][15]. Group 4: Market and Policy Developments - The market for embodied intelligence is projected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market, while the humanoid robot market is expected to reach 8.239 billion yuan, representing about 50% of the global market [19]. - There has been a surge in financing for the robotics industry, particularly in the embodied intelligence sector, with funding in the first eight months of 2025 reaching 38.624 billion yuan, an increase of 1.8 times compared to the entire year of 2024 [19]. - Various regions are enhancing their industrial layouts for embodied intelligence, with policies and initiatives aimed at promoting innovation and application in this field [16][20].