服装、康养、物流三大赛道，或成为具身智能机器人落地先行区

Core Viewpoint - The integration of artificial intelligence and robotics is entering a critical phase, with embodied intelligent robots moving from laboratory settings to industrial applications, driven by advancements in "brain" technology, the resolution of contextual challenges, and rigid demands in specific sectors [1] Group 1: Evolution and Breakthrough of Robot "Brain" - The core competitiveness of embodied intelligent robots lies in the maturity of their "brain" systems, which directly influences their perception, decision-making, and execution capabilities in complex environments [2] - Recent advancements have transitioned robot intelligence from single-modal processing to multi-modal integration, creating a complete technological chain from basic models to comprehensive applications [2][4] - The emergence of visual language models (VLM) has significantly enhanced robots' perception capabilities, allowing them to understand and interact with their environments more effectively [4] - The latest visual language action models (VLA) have integrated motion control into intelligent systems, achieving a closed-loop from perception to action, thus improving operational precision and safety in human-robot collaboration [4][5] Group 2: From Technical Bottlenecks to Scene Implementation - The industrialization of general-purpose robots has been hindered by three main bottlenecks: lack of real machine data, slow model inference, and complex motion control [6] - Focusing on vertical fields provides new pathways to overcome these challenges, facilitating the transition of robots from labs to large-scale applications [6] - The establishment of a "data flywheel" mechanism is crucial for accumulating the necessary 3D spatial and physical interaction data, enabling robots to improve performance through iterative deployment [6][9] - Recent advancements have reduced deployment cycles from 18 months to 6 months and cut deployment costs by 50%, with task success rates increasing from 60% to over 90% [9] Group 3: Key Application Scenarios - The report identifies three key sectors for the application of embodied intelligent robots: apparel, healthcare, and logistics, which are experiencing a pivotal shift from technology validation to large-scale implementation [11] - In the apparel industry, automation bottlenecks have historically limited upgrades, but recent technological breakthroughs are expected to increase automation rates in sewing from 5% to 50% within 3-5 years [11][13] - The healthcare sector faces a significant shortage of caregivers, and robots are being developed to assist in patient care, with government policies supporting the trial of intelligent elderly care robots [13][14] - The logistics industry is focusing on automating the last mile of operations, with embodied intelligent robots addressing the labor-intensive task of picking and sorting, which still relies heavily on human labor [14][16] Group 4: Future Industry Ecosystem and Investment Opportunities - Investment opportunities are emerging in the intelligent robotics sector, particularly in the integration of small and precise models for specific applications, as well as in the development of intelligent sewing equipment in the apparel industry [16][17] - The healthcare robotics field is characterized by multiple technological pathways, with companies exploring various applications in rehabilitation and elderly care [17] - In logistics, the focus is on automated system integration, with companies developing comprehensive solutions that enhance efficiency in material handling and sorting processes [19] - The long-term significance of embodied intelligent robots lies in their potential to redefine production and service paradigms, leading to a new phase of productivity growth in manufacturing and service industries [19]