正值智元机器人首次实现人形机器人工厂"常态化作业"并斩获工业大单之际，我们同其通用业务部总裁王闯 进行了一场深度交流。 以下是对访谈中精彩部分的整理： 访谈中， 王闯详解了人形机器人进厂"常态化作业"的里程碑意义，正面回应了行业对"替代人工"的普遍焦 虑，并预判了年底即将到来的"成本拐点"。 王闯称，外界热议的"替代"一词并不准确，人形机器人是针对工厂"招不到人"的痛点"补充劳动力"，解决工 厂"招工难"的问题。 谈及成本问题，王闯坦言，当前机器人的综合成本依然高于人力， 但智元的目标是"在今年底就把它降至媲 美人工成本"，从而引爆真正的市场需求。 他透露，智元已跨过"一套代码，一套参数"的量产门槛，确保了规模化下线机器人的一致性与稳定性。 在访谈的最后，王闯用"今天是机器人最贵的一天，也是能力最差的一天"来描绘产业的未来曲线。他认为， 除了工业场景，文娱商演将是下一个极具潜力的爆发点。 ⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" ...

Group 1 - The chemical sector ETF (516220) rose over 2% during the trading session, indicating positive market sentiment towards the sector [1] - Under the backdrop of energy structure adjustments, fossil-based materials may face disruptive challenges, while low-energy products and industries are expected to have a longer growth window [1] - Traditional chemical companies will compete based on energy consumption and carbon tax costs, with leading firms likely to adopt green energy alternatives and leverage integrated and scaled advantages to reduce energy costs [1] Group 2 - The demand for bio-based materials is anticipated to surge due to decreasing costs and breakthroughs in "non-food" raw materials, leading to a high-growth phase with potential for both profit and valuation increases [1] - The chemical sector may see marginal improvements in performance as inventory cycles approach active destocking, commodity prices stabilize, and downstream orders show signs of recovery [1] - The chemical sector ETF tracks the CSI segmented chemical industry theme index, selecting leading companies with strong governance and competitiveness across various sub-industries, making it suitable for capturing cyclical rebound opportunities [1]