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智元、宇树,拿下1.2亿元大单!
21世纪经济报道·2025-07-12 15:01

Core Viewpoint - The human-shaped robot industry is experiencing significant commercial developments, with notable projects and partnerships emerging, indicating a growing market potential and technological advancements in human-robot interaction [2][4]. Group 1: Major Developments in Human-Shaped Robots - Chery and AiMOGA are set to launch the Mocha robot in China by the end of September, targeting both dealerships and individual consumers [2]. - Zhiyuan and Yushu have won a procurement order worth 1.24 billion yuan from China Mobile for humanoid robots, marking one of the largest orders in the domestic humanoid robot sector [4][5]. Group 2: Technological Advancements and Market Applications - The advancements in large models have significantly improved human-robot interaction, with the Mocha robot seen as a first step towards better customer engagement and order conversion [2][5]. - The humanoid robots are expected to evolve through three stages: developing leading technology, creating industry-specific content, and enhancing user experience [5]. Group 3: Industry Trends and Future Prospects - The application of humanoid robots in specific consumer scenarios, such as automotive showrooms, is gaining traction, with Chery's Mocha robot already deployed for customer interaction [8]. - The trend indicates a division between productivity robots for factories and service robots for customer engagement, with the latter requiring emotional intelligence and advanced interaction capabilities [8].