新华网深圳12月31日电（卢鉴、关锦恒）人工智能（AI)如何重塑传统生产流程和产业格局？"AI+机器 人"如何跑通技术融合和商业化的闭环？机器人产业如何串珠成链降本增效？ 这一系列问题的答案或许藏在广东深圳龙岗举办的2025机器人技能大赛中，该大赛主题为"智创未来·技 领全球"。"AI+机器人"融合正掀起机器人从"赛场"到"市场"、从"上舞台"到"下工厂"、从"场景识 别"到"流程重塑"的"范式变革"，不断推动中国智造向高而攀、向"质"而进、向新而行。 向高而攀：展现中国"机器人+AI"融合趋势 "AI+"正在对机器人制造领域进行重塑和重构。拥有数百条高度复杂的锂电产线的亿纬锂能，近日规划 了建筑面积约5万平方米的金源机器人AI中心，借助AI推动锂电池制造智能化升级，探索"用融合AI的 机器人生产机器人电池"。 亿纬锂能的案例是粤港澳大湾区加速布局"人工智能+制造"创新生态、用AI重塑未来机器人产业图景的 一个缩影。在2025机器人技能大赛现场，加载AI能力的低空机器人、机械臂、人形机器人等精准投放 模拟救援物资、毫米级完成精密部件装配、毫秒级同步动作，描绘出粤港澳大湾区以人工智能融合机器 人赋能实体经济、发 ...

5、传统车企全面"机器人化"。继比亚迪、小米、小鹏启动机器人项目之后，大摩预测2026年起将看到 更多传统车企入局机器人产业。 6、中美机器人供应链互补。预计中美在机器人领域将形成一种新的"竞争性合作"格局：中国在先进制 造、供应链等方面的优势，使其成为美国机器人的核心伙伴。美国企业可能与中国机器人制造商签署许 可与合资协议。 7、特斯拉与xAI融合加深。特斯拉机器人工厂将成为下一代机器人体系的"母体"，xAI的算力与"真相追 求型AI"对机器人系统价值将持续放大。 摩根士丹利机器人团队发布2026年十大预测报告： 1、人形机器人更偏募资噱头。尽管具身智能未来潜力巨大，但2026年的人形机器人更偏"营销与募资噱 头"，而非真正投入大规模生产力。人形机器人仍处在训练数据与应用模式探索阶段。 2、自动驾驶全面"落地"，特斯拉、Waymo领跑。预测2026年将成为自动驾驶跨越科幻与现实的关键一 年，特斯拉将在德克萨斯州和至少一个其他州实现完全无人驾驶。 3、低空机器人迎来加速增长。受AI自主飞行能力提升和美国商用无人机缺口刺激，低空机器人(LAR) 市场将迎来加速度式增长。 4、自动驾驶监管推进。预测美国联邦政府的 ...

Group 1: Core Insights - The year 2026 is predicted to be a pivotal moment for robotics, with significant advancements in autonomous driving and drones, rather than humanoid robots [1][2] - Humanoid robots are currently viewed more as marketing and fundraising tools, lacking practical applications due to challenges in dexterity and environmental complexity [2][5] - Major breakthroughs in autonomous driving are expected, with Tesla achieving full self-driving capabilities in Texas and Waymo expanding its city coverage by 5-10 times [2][3] Group 2: Market Trends - The low-altitude robotics market is anticipated to grow rapidly, driven by advancements in AI and the commercial drone gap in the U.S. [4] - Traditional automotive companies are transitioning from "manufacturing cars" to "manufacturing robots," with more players entering the robotics industry [5] - A new "competitive cooperation" dynamic is expected between the U.S. and China in the robotics supply chain, with potential licensing and joint ventures [6] Group 3: Technological Developments - The Mag 7 tech giants are accelerating their entry into the physical robotics space, focusing on real-world data collection and partnerships with traditional industries [7] - Brain-computer interface (BCI) technology is projected to achieve significant clinical breakthroughs, with video games being a likely first application area [9] Group 4: Investment Opportunities - The first trillion-dollar private unicorn in the robotics sector is anticipated to emerge in the coming years, particularly in the fields of embodied intelligence and high-performance computing [6] - Tesla's target price is set at $410, with its valuation based on various business segments including core automotive, network services, and energy [9]