21世纪经济报道·2025-08-09 14:47Core Viewpoint - The World Robot Conference (WRC) has reached unprecedented popularity, showcasing over 1,500 exhibits from more than 200 domestic and international robot companies, indicating a significant growth in the robotics industry and its applications [4]. Group 1: Event Highlights - The event attracted a diverse audience, including investors, industry professionals, and families, with long queues and crowded exhibition spaces [3]. - JD.com emerged as a major player, announcing an investment of over 10 billion yuan in the smart robot sector, aiming to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [3][4]. - The conference featured over 100 new product launches, with a record number of humanoid robot manufacturers participating [4]. Group 2: Industry Trends - The concept of robots performing various tasks is becoming a reality, with applications in serving tea, cooking, and assisting in household chores, although current performance speeds are still slow [4][6]. - The maturity of technology and completeness of the industry are still developing, with many humanoid robots lacking essential features like force sensors for flexible operations [4][6]. - The demand for humanoid robots in sectors like elderly care and household assistance is high, but supply capabilities are lagging behind [6]. Group 3: Key Observations - Companies like Yushutech, UBTECH, and Accelerated Evolution are gaining recognition as leading players in the robotics space [6]. - AI large models are becoming foundational infrastructure for robotics, enhancing data collection, training, and execution capabilities [6]. - Core components such as drive systems, sensors, and controllers are gaining attention from investors, indicating a shift towards more functional robots [6]. Group 4: Market Dynamics - The pricing of robots remains high, with costs ranging from tens of thousands to hundreds of thousands of yuan, making them less accessible to average consumers [6]. - The emergence of "robot 4S stores" suggests a trend towards making robot purchasing as convenient as buying a car [7]. - The gap between the usability of robots and consumer expectations is significant, with many robots still unable to perform complex tasks effectively [6].