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抢占生态主导权:2025年,中国具身智能的“安卓时刻”来到了吗?
3 6 Ke· 2025-11-10 11:22
如果说2024年具身智能元年,那么在2025年,行业的核心叙事已经从"造出来"转向"用起来"。 从数据看,这一趋势正在快速兑现。2024年,中国具身智能市场规模达41.86亿元。如今仅2025年上半年就已增长至52.95亿元。行业研究机构预测,到 2026年全球具身智能市场将突破100亿元大关,复合增长率超过60%。 2025年,具身智能产业正从研发验证期跨入初步商业化阶段;从造出来迈向用起来。 在全球竞争的语境下,中国具身智能产业基于完备的供应链、务实的B端市场、多样化的使用场景,为生态建设提供了从底层硬件到上层应用 的连续通路,显现出特殊的竞争力,正助力中国厂商站在这场智能变革的最前沿。 而真正决定行业格局的,不再是单纯的硬件参数,而是能否构建起一个让机器人理解任务、执行工作、持续进化的内容与生态平台。 这一点从头部厂商最近的布局便可见一斑。例如北京人形机器人创新中心联合优必选宣布,正式开放通用具身智能平台"慧思开物"SDK(软件开发套 件);智元机器人发布了"灵创"平台,号称全球首个零代码机器人内容创作平台。这些动作背后的信号很明确,具身智能的竞争,已从谁能做出机器人迈 向谁能搭建生态平台的新阶段。 一 ...
技术蝶变:机器人当打之年不靠“花拳绣腿”
Bei Jing Shang Bao· 2025-08-11 14:11
Group 1 - The core viewpoint of the articles highlights the evolution of the robotics industry, transitioning from mere technological demonstrations to practical applications that solve real-world problems [1][3][8] - The introduction of bionic robots, such as Festo's flying bees, showcases advancements in autonomous flight and obstacle avoidance, indicating a shift towards more sophisticated robotic capabilities [1][8] - The trend of robots evolving from tools to intelligent partners is emphasized, with companies focusing on understanding user needs and creating adaptable solutions [2][7] Group 2 - Cost reduction through mass production is making robots more accessible to small and medium enterprises, similar to the transition of mobile phones from luxury items to everyday products [2][6] - The robotics industry is experiencing a shift in commercial logic, moving from a technology-driven approach to one that emphasizes value creation and specific industry applications [6][7] - The development of robots is increasingly aligned with practical needs, with companies focusing on specific scenarios and user requirements rather than just advanced technology [2][7] Group 3 - The robotics market is witnessing a clear stratification in application scenarios, with standardized processes in factories leading the way for efficiency gains [4][5] - Complex environments, such as household tasks, present significant challenges, indicating that the industry is still in the exploratory phase for certain applications [5][6] - The integration of hardware and software, along with a focus on specific industry needs, is crucial for the successful deployment of robots in various settings [7][8] Group 4 - The pricing of humanoid robots is decreasing significantly, with examples such as the T1 robot priced at 199,000 yuan and the K1 at 88,000 yuan, making automation more affordable [6] - The maturity of the domestic supply chain is contributing to the reduction in production costs, allowing for more competitive pricing in the robotics market [6][7] - The industry is moving towards a model where robots are not just generalists but specialists tailored to specific applications, enhancing their effectiveness in targeted scenarios [7][8]