人形机器人“落地”大考，从“炫技表演”到“真干活”还有多远

Core Insights - The 27th High-Tech Fair highlights the unprecedented heat in the robotics industry, with over 300 representative companies showcasing their annual breakthroughs, shifting focus from "showcasing" to "implementation" [1] - Despite the industry's growth, key challenges remain, including insufficient "brain" capabilities, a lack of application scenarios, and limitations in manufacturing precision [1] Industry Trends - The exhibition area for the 2025 High-Tech Fair will expand to 22 zones, featuring a dedicated robotics pavilion that covers the entire industry chain from software algorithms to core components and complete manufacturing [2] - Companies are making different technical path 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 [2][3] Technical Developments - The CEO of Cyborg Robotics emphasizes that the wheeled design is not a compromise but the optimal solution for known B-end scenarios, offering advantages in mobility efficiency, stability, and cost [3] - The director of the AI and Robotics Research Institute notes that wheeled humanoids and bipedal humanoids are complementary, with the former being suitable for flat service and inspection scenarios, while the latter represents the pinnacle of human-robot coexistence in dynamic environments [4] Cost and Scalability Challenges - Current challenges to the large-scale delivery of humanoid robots include the complexity of integrating robots with existing production systems and the stringent reliability requirements of industrial scenarios [8] - The annual shipment of humanoid robots in China is only about 20,000 units, indicating that the industry is still in a stage of insufficient technological maturity [8] Ecosystem and Collaboration - Companies are beginning to build broader ecosystems to address complex implementation challenges, with the AI and Robotics Research Institute providing technical support for startups in the robotics sector [8] - Cyborg aims to position itself as a "robot technology and solution provider," focusing on commercializing hardware products and software platforms in the short term while building an open "robot application ecosystem" in the long term [9] Domestic Development and Future Outlook - The domestic robotics ecosystem is thriving, with over 78,000 patent applications in the robotics sector during the 14th Five-Year Plan period, leading the nation [10] - Humanoid robots are expected to achieve large-scale implementation in intelligent manufacturing within one to three years, particularly in high-repetition, hazardous, and high-precision tasks [10]