“十四五”答卷·创新驱动产业蝶变｜人形机器人产业：迎来跨越发展 赋能千行百业

Core Insights - The human-shaped robot industry in China is experiencing rapid development, transitioning from the "technology verification period" to the "scale commercialization period" by 2025, with the global embodied intelligence market expected to reach 19.525 billion yuan, nearly half of which will come from China [1][2] Industry Developments - The rise of human-shaped robots is attributed to breakthroughs in embodied intelligence technology, which integrates artificial intelligence into physical entities, enabling them to perceive, learn, and interact with their environment like humans [2] - The structure of embodied intelligence is categorized into "brain," "cerebellum," and "body," where the "brain" refers to AI models responsible for language interaction and task decision-making, while the "cerebellum" focuses on motion control algorithms [2] - Significant advancements in AI models have enhanced the perception, decision-making, and natural interaction capabilities of human-shaped robots, moving them from mere mechanical execution to intelligent agents [2] Technological Breakthroughs - Continuous improvements in core components such as perception algorithms, servo motors, and reducers have significantly increased the dexterity, stability, and autonomy of robots, laying a solid foundation for practical applications [3] - The development of end-to-end unified models allows for low-cost hardware to perform intricate tasks like grasping and folding clothes, showcasing the progress in the "brain" aspect of human-shaped robots [2] Real-World Applications - Human-shaped robots are now being deployed in various sectors, including factories, healthcare, and homes, demonstrating their ability to perform complex tasks autonomously, such as quality inspection and component sorting [4] - The "Galbot" robot from Galaxy General is a prime example, capable of visual perception-based object recognition and path planning, marking a shift from traditional industrial robots that rely on preset routes [4] - In the healthcare sector, exoskeleton robots are assisting stroke patients in relearning to walk, utilizing AI algorithms to provide personalized rehabilitation strategies [5] Future Outlook - The human-shaped robot market is expected to evolve from specialized to general-purpose robots, with companies focusing on developing versatile robots that can adapt to various unstructured environments [5] - As production scales and technology matures, the costs associated with human-shaped robots are anticipated to decrease, similar to the trend observed with industrial robots in the early 2000s [5] - Future general-purpose human-shaped robots are envisioned to be intelligent companions that understand human intentions and adapt proactively to their surroundings [5]