SIASUN(SZ:300024) Hua Xia Shi Bao·2025-11-18 03:31Core Insights - The 27th High-Tech Fair highlights the booming robotics industry, with over 300 representative companies showcasing their annual breakthroughs, emphasizing "implementation" over mere "showmanship" this year [2][4] - Despite the industry's growth, key challenges remain, including insufficient "brain" capabilities, a lack of application scenarios, and limitations in manufacturing precision, which hinder humanoid robots from transitioning from "show stars" to "production line workers" [2][4] Industry Transformation - The shift from showcasing technology to focusing on practical applications is evident, with the fair expanding to 22 exhibition areas, including a dedicated robotics hall featuring a full industry chain from software algorithms to core components [4] - Companies are making different technical choices to meet real-world demands, such as Cyborg's release of the Cyborg-W01 wheeled humanoid robot, designed for flexibility, efficiency, and cost reliability in industrial settings [4][5] Technical Pathways - The choice of wheeled versus bipedal humanoid robots is seen as complementary rather than opposing, with wheeled designs offering advantages in cost, stability, and energy consumption for flat service scenarios, while bipedal robots represent the pinnacle of human-robot coexistence in dynamic environments [8] - Future mainstream forms will evolve based on application scenarios, with industrial fields leaning towards "wheeled + arm" efficient executors, while home and service sectors will gradually adopt bipedal forms [8] Breakthroughs in Core Components - Technological breakthroughs in core components are opening new dimensions for robotics, with companies like Daimeng Robotics introducing advanced tactile sensors that enhance robots' operational capabilities [9][10] - Cost reduction is crucial for large-scale applications, with the path to lower costs linked to identifying high-potential application scenarios and achieving economies of scale [12] Challenges to Large-Scale Deployment - Despite technological advancements, challenges to large-scale deployment of humanoid robots include the complexity of integrating robots with existing production systems and the need for clear investment return models [13] - The current annual shipment of humanoid robots in China is approximately 20,000 units, indicating that the industry is still in a phase of insufficient technological maturity [13] Ecosystem Development - Companies are building broader ecosystems to address deployment challenges, with initiatives like the Shenzhen Institute of Artificial Intelligence and Robotics providing technical support for startups [14] - The domestic robotics ecosystem is thriving, with over 78,000 patent applications in the robotics sector during the 14th Five-Year Plan period, and a humanoid robot localization rate exceeding 90% [14] Future Outlook - Humanoid robots are expected to achieve large-scale deployment in intelligent manufacturing within one to three years, particularly in high-repetition, hazardous, and precision-demanding tasks [14][15] - The transition to home environments will take longer, estimated at five to ten years, due to the complexities of unstructured environments and the need for advanced human-robot interaction mechanisms [15]