国家发改委回应具身智能泡沫：防范重复度高的产品“扎堆”上市等风险

Core Insights - The development of the embodied intelligence industry, particularly humanoid robots, is experiencing rapid growth, with an annual increase exceeding 50% [1] - By 2030, the market size for humanoid robots is projected to reach 100 billion yuan [1] - There are currently over 150 humanoid robot companies in China, with more than half being startups or companies from other sectors [1] Group 1: Industry Growth and Challenges - The balance between "speed" and "bubble" is crucial for the development of the embodied intelligence industry [1] - The industry is not yet fully mature in terms of technology routes, commercialization models, and application scenarios [1] - The influx of new capital is encouraging innovation but also raises concerns about product redundancy and compressed R&D space [1] Group 2: Government Initiatives - The National Development and Reform Commission (NDRC) plans to guide the healthy and regulated development of the embodied intelligence industry through three main approaches [2] - The first approach involves accelerating the establishment of industry standards and evaluation systems to create a fair competitive market environment [2] - The second approach focuses on advancing key core technology research, supporting collaboration among enterprises, universities, and research institutions [2] - The third approach aims to promote the construction of training and pilot platforms to facilitate the integration and sharing of resources across the country [2]