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宇树科技王兴兴最新发声,信息量大
21世纪经济报道·2025-08-09 06:06

Core Viewpoints - The robotics industry is experiencing significant growth driven by demand and policy support, with companies seeing average growth rates of 50% to 100% [1] - The development of AI and robotics is a global collaborative process, with no single company able to maintain a leading position indefinitely [2] - The current major issue in the robotics industry is the inadequacy of model architecture, despite the availability of good data for training [3] Group 1 - The capabilities of humanoid robots are currently at a stage similar to the 1-3 years before the emergence of ChatGPT, indicating that the industry has yet to reach a critical breakthrough [4] - The anticipated arrival of humanoid robots achieving their "ChatGPT moment" is expected within 3-5 years, with a possibility of reaching this milestone in 1-2 years if progress is smooth [5] - The focus of intelligent robotics in the next 2-5 years will be on unified, end-to-end large models, lower-cost hardware, and scalable computing power [6] Group 2 - The company initially opposed humanoid robots but shifted its stance due to significant advancements in AI technology and direct customer demand [8] - The goal is to develop versatile humanoid robots capable of performing tasks across various scenarios, including factories, performances, and households [9] - The industry is projected to see humanoid robot shipments double annually in the coming years, with potential for exponential growth if major technological breakthroughs occur [10]