政策、资本、场景、人才共振！2026第三届中国具身智能与人形机器人产业大会构建产业新生态

Core Insights - The year 2026 is expected to witness the normalization of humanoid robots in various sectors, driven by a convergence of technology, industry, and capital [2] - The industry is entering an opportunity phase for embodied intelligence, with significant advancements in technology and a shift in capital investment strategies [3][5] Group 1: Global Opportunities in Embodied Intelligence - By the end of 2025, over 330 new humanoid robots were launched by more than 140 leading teams, achieving key performance indicators necessary for commercial application [3] - Major breakthroughs in core components, software ecosystems, and verification standards have been achieved, with the cost of domestic high-torque density servo motors decreasing by 50% compared to three years ago [3] - The establishment of a humanoid robot standardization technical committee by the Ministry of Industry and Information Technology has cleared obstacles for large-scale production in 2026 [3] Group 2: Capital Investment Trends - From Q4 2025 to Q1 2026, over 70% of global venture capital in the embodied intelligence sector was directed towards B-round companies with clear paths to application [5] - The investment landscape is shifting from a broad approach to a more focused strategy, emphasizing solutions that address real problems and create measurable value [5] - The global landscape for embodied intelligence is characterized by a dual-engine model between the US and China, with distinct strengths in technology and industrialization speed [5][6] Group 3: Technological Advancements - The most significant breakthrough in 2026 is the end-to-end integration of perception, cognition, planning, and control capabilities in embodied intelligence technology [9] - The development of a unified large model (VLA) allows robots to process multi-modal sensor information and output joint-level control commands, enhancing task execution [9] - Advances in motion control technology enable robots to maintain dynamic balance and adapt to high-dynamic environments, mimicking human-like movements [9][10] Group 4: Application Scenarios and Market Segmentation - The market for embodied intelligence robots is expected to see clear segmentation by application, with industrial robots focusing on high load, precision, and reliability, while service robots emphasize dexterity and user-friendly interactions [13] - Diverse application scenarios in China, from electronics factories to complex construction sites, drive innovation in robustness and usability for humanoid robots [6][8] Group 5: Challenges and Strategic Considerations - As the industry transitions from technology exploration to large-scale commercial application, companies face challenges in strategic choices, scene implementation, and resource acquisition [15][16] - The gap between embodied intelligence technology solutions and commercial scenarios presents a significant hurdle, with many companies struggling to align product development with market needs [17][18] - The complexity of the supply chain and the need for reliable, cost-effective suppliers hinder the speed of product iteration and cost reduction [20]