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春晚抢天价广告位?宇树、智元被曝席位之争,投资人开始焦虑了
Xin Lang Ke Ji· 2025-12-11 00:35
"目前存在的这些公司80%很可能会被淘汰掉" 浙江省机器人协会会长俞晴告诉《BUG》栏目:"现在的人形机器人,多数还是操控式的,一个机器人背后起码有两三个人,完全是增加了 成本,却没达到使用的效率。 产品的企业中,累计融资额也已超过200亿元。 投资过多家机器人独角兽的投资人对《BUG》栏目直言:"目前市场上的人形机器人企业太多,我们都不投新项目了" 。另有投资人同样悲 大量热钱涌入的同时,投资人开始变得担忧。 观, 。 " 整整一年,全是亿元融资 部企业的估值已达到数百亿级别。 根据媒体报道,宇树科技 和智元机器人正高价争抢今年春晚赞助席位。其中,智元开价6000万元,而宇树开出的报价则高达1亿元。目 前,智元方面已回应称"不是真的" ,但宇树方面并未表态。 质疑声随踵而至:"行业泡沫这么大?花钱如流水?" 据相关数据显示,今年以来,国内与机器人产业链相关的投融资合计金额已超过800亿元,另据《BUG》栏目统计,今年有公开发布过机器 据IT桔子数据显示,2025年,国内与机器人产业链相关的投融资事件已多达557条,合计融资金额超839.52亿元。其中,智元、宇树等头 另据《BUG》栏目统计,截至今年11月3 ...
机器人还是“小朋友”水平?宇树科技直面泡沫论:“炫技”是为证明能跑会跳,离家庭保姆还差一个“大学”距离
Mei Ri Jing Ji Xin Wen· 2025-04-15 09:25
Core Viewpoint - The humanoid robot market is poised for significant growth, with expectations of price reduction and increased accessibility over the next 5 to 10 years, similar to the evolution of electric vehicles and drones [2][3]. Group 1: Market Potential and Pricing - The initial cost of humanoid robots is projected to be around 1.5 million yuan for a 5-year usage period, which is comparable to hiring a caregiver [1][2]. - The company anticipates that the price of humanoid robots will decrease as technology advances, moving from industrial applications to consumer markets in three stages over the next several years [2][3]. - The first stage involves industrial applications, followed by service industry penetration, and finally, the consumer market [2]. Group 2: Industry Challenges and Perceptions - There is a recognition of a "bubble" in the humanoid robot industry, which is considered a normal phase in the development of emerging technologies [3][4]. - The industry is currently in its early stages, akin to a child learning to walk, and there is a gap between public expectations and the actual capabilities of the technology [3][4]. - The company emphasizes the importance of patience and continued innovation to overcome current challenges and achieve significant growth in the humanoid robot sector [3][4]. Group 3: Technological Development and Future Outlook - The company is focused on demonstrating its technological capabilities to the market, indicating that the industry is transitioning from basic functionalities to more advanced capabilities [4]. - Continuous technological iteration and data training are essential for enhancing the robots' cognitive abilities and overall performance [4]. - The company maintains a positive outlook on the future of the robot industry, asserting that while robots may not yet be in every household, they are increasingly present in various aspects of life [4].