人形机器人产业是否有“泡沫”？国家发展改革委回应

Group 1: Humanoid Robot Industry - The National Development and Reform Commission (NDRC) emphasizes the need to prevent a "bubble" in the humanoid robot industry by avoiding the oversaturation of similar products in the market, promoting healthy and regulated development of the embodied intelligence industry [1][5] - The embodied intelligence industry, represented by humanoid robots, is experiencing rapid growth, with a projected market size reaching 100 billion yuan by 2030, driven by innovation and demand [2][3] - Currently, there are over 150 humanoid robot companies in China, with more than half being startups or companies from other sectors, indicating a positive trend for innovation but also highlighting the risk of product redundancy [5] Group 2: Policy and Infrastructure Development - The NDRC is conducting in-depth research to strengthen policy guidance, accelerate technological breakthroughs, and promote the application of results in the embodied intelligence industry [5] - Key initiatives include establishing industry standards and evaluation systems, accelerating core technology development, and promoting the construction of training and pilot testing platforms to facilitate the integration and sharing of resources across the industry [5] - The NDRC encourages various innovative entities to participate in the construction and operation of national artificial intelligence application pilot bases, which are crucial for technology innovation and result transformation [7][8] Group 3: Infrastructure REITs - The NDRC is actively promoting the expansion of infrastructure Real Estate Investment Trusts (REITs) to include more asset types such as urban renewal facilities, hotels, sports venues, and commercial office facilities [10] - Since the launch of infrastructure REITs in 2020, the NDRC has expanded the issuance scope to cover 12 major industries and 52 asset types, with 18 asset types from 10 industries already achieving their first issuance [10] - The NDRC plans to continue collaborating with the China Securities Regulatory Commission to optimize the project application process and support more eligible projects for issuance, thereby enhancing the role of infrastructure REITs in supporting the real economy [10]