对话云深处李超：机器人该如何商业化？

Core Insights - The core viewpoint of the articles highlights the rapid growth and commercialization of the embodied intelligence sector, particularly in robotics, with companies like Yundongchu making significant strides in product development and market presence [2][3][4]. Industry Overview - The embodied intelligence field has become a hotbed for innovation, with significant investment and interest leading to a surge in orders and attention for robotics companies [2]. - In the first half of this year, funding in the embodied intelligence sector surpassed the total amount raised in the previous year, indicating a robust growth trajectory [2]. - Traditional manufacturing, automotive, mobile, and internet companies are increasingly entering the embodied intelligence space, reflecting its cross-industry appeal [2]. Company Highlights - Yundongchu Technology, established in 2017, is recognized for its rapid commercialization, focusing on quadrupedal, wheeled, and humanoid robots [3]. - The company has developed a series of robotic products, including the "Jueying" series quadrupedal robots, which have been deployed in various sectors such as power inspection and emergency firefighting [3]. - Yundongchu's revenue is projected to grow by over 100% year-on-year in 2024, with a forecasted increase in shipment volume by 3 to 5 times compared to the previous year [3][4]. Funding and Corporate Structure - Yundongchu has completed seven rounds of financing, with the latest round in July raising nearly 500 million yuan, led by prominent investment firms [4]. - The company has recently restructured to become a joint-stock company, signaling preparations for a potential public listing [4]. Market Position - Yundongchu claims to be in the first tier of the market, holding the second-largest global market share in quadrupedal robots, particularly excelling in the "big dog" category [5][6]. - The company has successfully transitioned from research to practical applications, achieving significant milestones in robot deployment within three and a half to four years [10][12]. Technological Challenges and Innovations - The integration of large models into robotics has enhanced operational intelligence, although challenges remain in effectively combining cognitive capabilities with physical execution [14][15]. - The company emphasizes the importance of application-driven development, focusing on functionality, cost, and stability in its robotic solutions [15]. Market Dynamics - The recent surge in interest in embodied intelligence has led to increased orders, particularly in non-industrial applications, showcasing the versatility of robotic solutions [17][20]. - Yundongchu has noted a significant rise in orders, with expectations of three to five times more than the previous year, driven by improved product capabilities [20]. Future Outlook - The company envisions robots as partners to humans, aimed at performing dangerous tasks rather than competing for jobs, reflecting a broader industry perspective on the role of robotics in society [31][34]. - Yundongchu is committed to advancing humanoid robotics, recognizing the need for such solutions in various interactive environments [36].