从自驾到具身：更现实的商业化路线不是一直等「完美单体」

Core Viewpoint - The commercialization of embodied intelligence is likely to follow a systematic approach similar to that of autonomous driving, focusing on operational frameworks rather than perfect individual units [2][3][37]. Group 1: Current Developments - The emergence of unmanned logistics vehicles is seen as being on the "eve of explosion," where driving is transformed into a remote-access service, allowing for increased efficiency and reduced costs [4][5]. - The scalability of unmanned logistics benefits not only from smarter vehicles but also from better cost distribution in operations, indicating a shift towards a systematic approach [5]. Group 2: Understanding Embodied Intelligence - Embodied intelligence does not equate to humanoid robots; the focus should be on cost structure and governance rather than form [6][7]. - The commercialization of embodied intelligence will likely prioritize systems that can effectively run operations rather than those that closely resemble humans [7]. Group 3: Framework of Embodied Intelligence - The embodied intelligence system can be broken down into five layers: physical execution units, edge capabilities, cloud capabilities, remote intervention and scheduling, and operational governance with data feedback [8][10][11][12][13]. - Each layer contributes to the overall efficiency and scalability of the system, allowing for a more stable and replicable business model [13]. Group 4: Importance of NVM (One Person Covering Multiple Agents) - NVM is crucial for cost reduction, enabling one operator to manage multiple units effectively [14][15]. - Achieving NVM requires minimizing the complexity of remote operations and ensuring that on-site units handle basic tasks autonomously [15]. Group 5: Challenges in Home Services - Home services represent a complex environment for embodied intelligence due to their unstructured nature and the need for trust and privacy [16]. - The approach to home services should shift from requiring fully autonomous robots to a model of remote task-based services combined with physical execution units [16][17]. Group 6: Market Dynamics and Cloud Utilization - The commercialization of home service robots may not depend on achieving a perfect individual unit but rather on the ability to streamline operations and reduce costs [26]. - Cloud capabilities are particularly suited for home services due to their non-urgent nature, allowing for asynchronous processing and scheduling [25][30]. Group 7: Broader Applications and Future Prospects - Embodied intelligence applications extend beyond logistics to include cleaning, inspection, and public service scenarios, all sharing common characteristics that facilitate systematic implementation [21][29]. - The evolution of embodied intelligence is expected to mirror the development of mobile technology, with a focus on layered capabilities and market-driven pricing [22][24][31].