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风口上的机器人,其实离“上班”还有点远
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-09-22 04:04

Core Viewpoint - The humanoid robot industry is experiencing rapid growth and significant controversy, with opinions divided on its sustainability and technological feasibility [1][3][32]. Industry Overview - The humanoid robot sector has gained momentum since early 2023, highlighted by events such as the Spring Festival Gala and various robot marathons and exhibitions [1][3]. - Despite the excitement, there are critical voices, including industry experts who label humanoid robots as a bubble, questioning their practical capabilities [3][5]. Current Challenges - The industry lacks a unified technical direction, with ongoing debates about the best approaches to machine learning and data utilization [8][10]. - A significant challenge is the scarcity of data required for training models, with current datasets falling short of the estimated 100 billion to 1 trillion tokens needed for effective learning [10][12]. - The limited data availability results in robots having a narrow range of tasks and poor generalization capabilities, restricting their application in real-world scenarios [12][14]. Potential Solutions - The industry is exploring cloud-based solutions to address data and training challenges, with platforms like Huawei Cloud's CloudRobo aiming to create digital twins of physical environments for data generation [14][19]. - CloudRobo utilizes a self-developed engine to reconstruct real-world scenarios in a virtual space, allowing for extensive data augmentation and training [19][21]. - The platform enables robots to undergo virtual labor through imitation learning, significantly reducing trial-and-error costs and accelerating skill acquisition [21][24]. Standardization Efforts - The industry faces issues with standardization, akin to early mobile phone manufacturers, necessitating a unified protocol for interoperability among different robot systems [26][28]. - Huawei Cloud has proposed the R2C (Robot to Cloud) protocol to facilitate ecosystem integration and promote industry standardization, allowing for "plug-and-play" capabilities among compatible devices [26][28]. Future Outlook - While cloud solutions present promising avenues for overcoming current limitations, they may not be universally applicable, especially in scenarios requiring real-time processing and high safety standards [28][30]. - The integration of cloud computing with robotics is expected to enhance operational efficiency, enabling robots to transition from laboratory settings to practical applications in factories and homes [30][32]. - The industry acknowledges the complexity of embodied intelligence and emphasizes the need for foundational infrastructure to support the development and deployment of humanoid robots [32][34].