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王兴兴最新发言:数据不是机器人规模化的最大挑战
凤凰网财经·2025-08-09 12:39

Core Viewpoint - The humanoid robot industry is expected to double its shipment volume annually in the coming years, with potential for significant breakthroughs leading to hundreds of thousands or even millions of units shipped within 2 to 3 years [1][4]. Group 1: Industry Predictions - The founder of Yuzhu Technology, Wang Xingxing, predicts that the shipment volume of humanoid robots could double each year, with the possibility of a sudden surge in shipments due to technological breakthroughs [1]. - Wang emphasizes that the current humanoid robot models are not yet advanced enough, likening their capabilities to the early years of ChatGPT, indicating a need for improved model performance [1][3]. Group 2: Technological Focus - The focus for intelligent robot technology in the next 2 to 5 years will be on end-to-end embodied intelligent AI models, with skepticism towards the commonly used Vision-Language-Action (VLA) models, which are viewed as simplistic [3]. - Wang believes that using video generation models to drive robot control represents a more promising technological path for faster convergence [3]. Group 3: Application and Goals - The ultimate goal for humanoid robots is to participate in labor production rather than just entertainment, with a vision to integrate them into everyday life [4][5]. - Yuzhu Technology aims to develop general-purpose AI to enhance productivity, with a recognition that technological advancements require time and accumulation [5]. - Wang draws a parallel between the development of the computer industry and humanoid robots, suggesting that initial products must be developed before broader applications can be realized [5]. Group 4: Company Development - Yuzhu Technology has initiated guidance for a listing on the Science and Technology Innovation Board, which Wang views as a step towards more mature management and operations [5].