卷至底价，年销2万台，机器人4S店开进商场

Core Insights - The integration of AI and robotics is transforming daily life, with embodied intelligence expected to become commonplace, leading to a future where various robots assist in household tasks and privacy is maintained through local data processing [1][4][8] Industry Overview - The global robotics market is experiencing a significant shift, with humanoid robot sales projected to increase from a few hundred units last year to an estimated 20,000 units this year, indicating the onset of a price war as companies compete to capture market share [1][2] - The current pricing of humanoid robots is nearing raw material costs, which is straining innovative companies and limiting their ability to explore new applications [2][4] Market Dynamics - The manufacturing sector currently has a low penetration rate of robots, with only 4% of employees utilizing approximately 400 robots per 10,000 workers, highlighting the potential for growth in this area [2] - The emergence of robot 4S stores in cities like Shenzhen and Beijing signifies a growing consumer market for robots, with options for rental, purchase, and customization [5][7] Technological Challenges - The industry faces a dual challenge of data and standardization, with two main paths for development: the VLA (Vision-Language-Action) approach, which relies heavily on pre-collected data, and a small-sample high-generalization method [9][11] - The lack of standardized data collection methods and the reluctance of companies to share data are significant barriers to progress in the robotics sector [11][12] Future Prospects - The potential for humanoid robots to become commonplace in households is anticipated within the next decade, particularly in applications such as elder care and assistance with hazardous tasks [7][8] - The establishment of standardized data platforms, such as the "Pavilion X Embodied Intelligence Standardized Data Set Platform," aims to address the challenges of data collection and standardization, facilitating better integration of robotics into various industries [12][13]