近期，东北证券发布的一份研究报告引起了广泛关注，该报告聚焦于华为在机器人领域的探索，特别是华为云如何助力泛具身智能的发展，为机器人的商 业化落地构建了高效闭环。 面对当前中国制造业面临的多重挑战，企业急需寻找降本增效的新途径。人工成本作为固定成本的重要组成部分，对企业的利润率构成了直接影响。即使 在高度自动化的汽车工厂中，总装车间的工作仍高度依赖人工，工业机器人和自动引导车（AGV）的应用存在局限性。人形机器人的出现，为企业降低 人工成本带来了新的曙光。据报告预测，若人形机器人的成本能在2028年降至3万美元/台，那么在中国等人力成本相对较低的市场，人形机器人有望在2 至3年内实现盈亏平衡，成为企业降本增效的有力工具。 止有股分冒限公司 RTHEAST SECURITIES CO.,LTD 电子/行业深度 目 求 | 表 1:国内外部分人形机器人产品现有成本/售价预估 | | --- | | 表 2: 单条新能源车产线人数及工位数测算 | | 表 3: 全国新能源车场景人形机器人空间测算 - | | 表 4: 全国制造业场景人形机器人空间测算 | | 表 5: 华为云 ModelArts 定价(华中-武汉-人 ...

Group 1 - The humanoid robot industry is gaining significant attention, with expectations of a breakthrough similar to the "ChatGPT moment" in generative AI, as highlighted by NVIDIA [1][2] - The recent humanoid robot half marathon in Beijing showcased the current limitations of humanoid robots, as the UTree G1 robot fell during the race, raising concerns about performance [2][3] - UTree Technology clarified that the robots used in the marathon were modified by independent teams, emphasizing that performance varies significantly based on user adjustments and optimizations [2][3] Group 2 - The development of humanoid robots is currently lagging behind market expectations, indicating a gap between technological capabilities and public anticipation [3] - Humanoid robots are characterized by their embodied intelligence, which includes perception, interaction, and action planning modules, but they still face challenges in autonomous navigation and endurance [5][6] - The industry is witnessing a shift towards more intelligent systems, driven by advancements in AI and neural networks, which are essential for achieving true embodied intelligence [9][10] Group 3 - The performance of humanoid robots is heavily reliant on their hardware, with UTree utilizing high-performance CPUs and NVIDIA Jetson Orin modules to enhance capabilities [10][11] - Innovations in chip technology are crucial for the evolution of humanoid robots, with several companies making significant strides in integrating advanced processors for improved performance [11][12] - The upcoming first Embodied Intelligence Sports Games in Wuxi aims to test and showcase the capabilities of humanoid robots across various competitive events, highlighting the need for comprehensive testing to address existing limitations [14][15]