2025，人形机器人先抢“定位”

Core Viewpoint - The humanoid robot industry is at a critical juncture in 2025, facing both impressive technological demonstrations and skepticism regarding its commercial viability, raising the question of whether it is a bubble or a practical application [1][3]. Group 1: Contrasting Perspectives - Critics argue that the humanoid robot industry is largely a bubble, citing concerns over immature technology leading to safety risks and a lack of sustainable business models among the over 3,000 domestic humanoid robot companies, with an expected shipment of only 20,000 units in 2025 [3][4]. - Supporters believe humanoid robots are essential for practical applications, as their human-like form allows them to seamlessly integrate into existing environments, making them suitable for various tasks in industrial, elderly care, and consumer service settings [3][4]. Group 2: Differentiation and Positioning - The evaluation of whether the humanoid robot industry is a bubble hinges on its ability to fulfill the "usefulness" criterion, as proposed by the positioning theory, which emphasizes the importance of occupying a unique and valuable position in consumers' minds [4]. - Successful differentiation in the robot market is exemplified by several companies, such as: - Zhongqing T800: Gained attention through a viral video showcasing its strength, effectively demonstrating its practical applications in industrial settings while being priced significantly lower than competitors [7][10][12]. - Xiaopeng Robot: Positioned itself as the "most human-like" robot, successfully addressing public skepticism through a dramatic demonstration that highlighted its advanced design and capabilities [14][16]. - Yushu Robot: Focused on practical home applications and interactive features, appealing to both consumer and industrial markets [19]. - No-Code Spray Gun Robot: Captured attention with its ease of use and versatility, breaking the stereotype of complex industrial robots and gaining traction in overseas markets [20][23]. Group 3: Industry Outlook - The humanoid robot industry is transitioning from a phase of concept hype to one where value realization and bubble deflation coexist, with the future of humanoid robots dependent on their differentiated positioning and practical applications in various sectors [24][26].