人形机器人应用落地

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王兴兴:未来3-5年人形机器人应用落地会更快
news flash· 2025-07-15 07:56
智通财经7月15日电,在国务院新闻办公室举办的"新征程上的奋斗者"中外记者见面会上,杭州宇树科 技股份有限公司创始人兼首席执行官王兴兴表示,人形机器人虽然现在处于行业发展早期,但在未来3 年-5年的时间将会加速在行业应用落地,比如工业场景、服务场景以及一些危险场景开始尝试落地和应 用。 王兴兴:未来3-5年人形机器人应用落地会更快 ...
国产人形机器人硬件+应用加速落地
2025-07-14 00:36
Summary of the Conference Call on the Domestic Humanoid Robot Industry Industry Overview - The domestic humanoid robot industry is accelerating deployment, with significant investments in companies like Zhiyuan and Yushui totaling 124 million yuan, indicating a growing market demand for humanoid robot applications [1][2] - The humanoid robot supply chain is steadily advancing, with over 80 domestic companies, primarily startups from universities, focusing on application scenarios such as logistics, household chores, inspection, and textiles [1][3][4] Key Developments - Zhiyuan and Yushui won a procurement project for humanoid and biped robots from China Mobile Hangzhou, with a total contract value of 124 million yuan, highlighting the rapid deployment of robots in the domestic market [2] - Tiangong Walker's standard version is priced at approximately 300,000 yuan, with expected production and orders exceeding 1,000 units in 2025 [2] Application Scenarios - The application of humanoid robots in inspection, logistics, and textiles is promising, with robots capable of replacing human labor in high-risk tasks such as high-altitude inspections, thereby improving safety [3][10][11] - In the logistics sector, humanoid robots are expected to collaborate with unmanned logistics vehicles to achieve automation in factories, enhancing efficiency and reducing human error [12][14] Company Highlights - UBTECH showcased the Walker S Two, featuring a replaceable battery and has begun small-scale industrial orders, indicating high market acceptance [5] - Yushui demonstrated advanced motion control capabilities, including climbing and dancing, with its products achieving world-leading standards [6] - Zhiyuan introduced multiple commercial products and is actively collecting data to iterate on technology, planning to gather 500,000 data points weekly for comprehensive deployment [7] Competitive Landscape - Domestic companies are making significant progress in VRA and VLA model development, establishing a data commonality layer and collaborating with partners to build resource platforms [8] - The domestic humanoid robot supply chain is outperforming international competitors in terms of application depth and capital expenditure, with a focus on practical applications [9] Future Prospects - The future of humanoid robots in the textile industry is promising, as they can replace manual operations in labor-intensive tasks, with advancements in technology allowing for better handling of flexible materials [16] - The overall market for humanoid robots is expected to grow, with increasing applications in various sectors, including logistics and inspection, as companies continue to innovate and improve their products [10][17]