售价不足1万元人民币的人形机器人
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“美国人质疑这段视频造假,却不知中国制造业有多强”
Guan Cha Zhe Wang· 2025-11-30 01:14
Core Viewpoint - The rapid development of humanoid robots in China is highlighted, showcasing advancements in technology and production capabilities, which have led to skepticism from international observers regarding the authenticity of these developments [1][3][6]. Group 1: Company Developments - UBtech released a video demonstrating hundreds of Walker S2 humanoid robots performing synchronized movements, which sparked skepticism from Brett Adcock, CEO of Figure, who suggested the video was computer-generated [1]. - In response to the skepticism, UBtech provided additional footage filmed with a drone to validate the authenticity of their robots [1]. - The humanoid robot industry in China has seen significant advancements, with robots now being utilized in various sectors such as new energy vehicle manufacturing and smart logistics [6]. Group 2: Industry Trends - The Chinese humanoid robot industry is experiencing rapid growth due to open-source collaboration and a tightly integrated supply chain, allowing for quick iterations and innovations [6][7]. - Companies like EngineAI are leveraging open-source strategies to accelerate product development, achieving prototype readiness in approximately six months [6]. - The Shenzhen government is actively supporting the robot industry by providing public sector job opportunities for robots, further enhancing the industry's growth [6]. Group 3: Market Dynamics - The cost of humanoid robots is decreasing, making them more accessible to hobbyists and educational institutions, as demonstrated by Noetix Robotics' launch of a humanoid robot priced under 10,000 RMB [7]. - There are around 200 startups in China focusing on unique technologies and market niches within the humanoid robot sector, contributing to the industry's overall progress [7]. - Despite some lag in core components compared to Western companies, China possesses significant advantages in supply chain capabilities and a large-scale research and development team for humanoid robots [8][10].