人形机器人，如何跨越规模交付瓶颈？

Core Insights - The year 2024 is anticipated to be a pivotal year for humanoid robots, with expectations for more applications in various sectors, particularly in industrial and commercial settings [1][2][4] - The humanoid robot industry is evolving from basic manufacturing to more specialized and complex applications, aiming to establish a complete humanoid robot industry chain [1][6] Group 1: Industry Trends - Humanoid robots are currently utilized in performance, interaction, and exhibition guide roles, but face challenges in large-scale delivery in industrial settings [1][2] - The integration of embodied intelligence with industrial robots is seen as crucial for addressing challenges in flexible manufacturing and efficiency [2][6] - The industry is moving towards more refined and technically intensive applications, with a focus on enhancing the flexibility and capabilities of robots [6][9] Group 2: Market Opportunities - There is a significant opportunity for Chinese robot companies to expand internationally, leveraging their manufacturing and scenario advantages [6][4] - The development of autonomous logistics vehicles is expected to address last-mile delivery challenges, although they face hurdles in accurately processing a large number of SKUs [4][6] - Small humanoid robots are gaining traction in entertainment and education, with potential factory applications within five years [4][6] Group 3: Technological Challenges - The large-scale delivery of humanoid robots is hindered by the need for a complete closed-loop control system that includes perception, decision-making, and execution [6][9] - Current challenges include the need for improved performance parameters and mass production capabilities in emerging fields like tactile sensors [6][9] - The transition from traditional automation to intelligent partners requires significant advancements in software algorithms and integration of ecosystem resources [9][10]