Zhong Guo Zheng Quan Bao·2025-09-21 20:17Core Insights - The embodied intelligence industry is experiencing rapid development in both hardware and software, with expanding application scenarios, particularly in humanoid robots, which are expected to reshape industrial ecosystems over the next 5 to 10 years [1] Company Developments - Junsheng Electronics held a product launch on September 18, introducing an AI head assembly for robots, a universal controller based on NVIDIA's Jetson Thor chip, and a new generation of energy management products [1] - Hikvision Robotics launched three new products focused on industrial logistics automation on September 21, addressing challenges in non-standard scene adaptation and high simulation costs [2] - Tesla aims to scale up production of its Optimus humanoid robot, targeting an annual output of 1 million units within five years, with the next version, Optimus 3, expected to launch by the end of 2025 [3] - Figure AI completed a Series C funding round, raising over $1 billion to enhance its robot's capabilities in household and commercial settings [3] - 1X Technologies introduced the Neo Gamma humanoid robot, designed for household tasks, with plans for early testing in homes by the end of 2025 [4] Industry Trends - The humanoid robot sector is accelerating, with significant advancements in technology and production capabilities, particularly among leading companies and startups [4][5] - The industry is entering a critical phase, with increased competition and a focus on launching new products to attract consumer attention [4] - The application of humanoid robots in industrial settings is becoming a well-established trend, with companies like Zhiyuan Robotics collaborating with manufacturers for large-scale deployments [6] - The use of humanoid robots in sports science is being explored, with robots conducting performance tests for athletic gear, significantly reducing testing time [7] Government Initiatives - The Ministry of Industry and Information Technology aims to achieve breakthroughs in over 100 innovative robotic applications by 2025, focusing on ten key application areas [8] - The government emphasizes strengthening the entire supply chain for humanoid robots, including advancements in high-performance chips and multi-modal algorithms [8]