「银河通用」创始人王鹤：人形机器人跳舞是预先编程，马拉松是遥控操作！

Core Viewpoint - The speech by Wang He emphasizes that humanoid robots are transitioning from a "performance era" to a "productivity era," highlighting the need for improved coordination of vision, hands, and brain to enhance their capabilities in various industries [4][9][10]. Group 1: Industry Overview - The humanoid robot sector in China is led by companies like Beijing Galaxy General Robotics, which has raised over 1.2 billion yuan and is positioned in the top tier of the industry [2]. - The first humanoid robot from Galaxy General, Galbot G1, is set to be released on June 14, 2024, showcasing the company's commitment to advancing humanoid robotics [2]. Group 2: Technological Insights - Current humanoid robots can perform tasks like dancing and running, but these actions often rely on remote control and pre-programmed sequences, lacking true autonomous capabilities [4][7]. - Wang He identifies four key capabilities for humanoid robots to be truly functional: mobility, operational ability, semantic understanding, and value intelligence [5]. Group 3: Market Dynamics - The industry is experiencing a "performance showcase" cycle, where companies focus on impressive demonstrations rather than practical applications, leading to a disconnect between showcased abilities and real-world utility [9][10]. - Major companies like Boston Dynamics have pointed out that while industrial robots are mature and commercialized, humanoid robots are still seen as more of a spectacle than a productivity tool [9]. Group 4: Future Prospects - The transition to a productivity era for humanoid robots hinges on developing real-time visual input and closed-loop feedback systems, which are essential for enhancing their operational capabilities [9][10]. - Companies are exploring various applications, such as the collaboration between Galaxy General and Meituan to create a 24-hour unmanned pharmacy solution using Galbot [12]. Group 5: Challenges and Opportunities - Despite significant investment and interest in humanoid robotics, many startups are still in the early stages of development, focusing on educational and research applications rather than industrial use [11][18]. - The market is expected to see a surge in deliveries of humanoid robots by 2025, but the actual effectiveness of these products remains to be seen, raising questions about the sustainability of the market [18].