Core Insights - The article discusses the current state and future potential of humanoid robots, highlighting the disparity between public perception and technological reality [4][5][7] - It emphasizes that while humanoid robots are seen as the next disruptive product, practical applications in industrial and specialized fields are more viable and profitable [9][11] Industry Overview - Humanoid robots are compared to "celebrity products" in the tech industry, with companies like UBTECH and UTree gaining attention for their innovative designs [1][2] - The article notes that the technology for humanoid robots is still in its infancy, with industry experts suggesting a wait of 5 to 10 years for significant advancements [5][7] Market Dynamics - The market is divided into traditional players and new entrants, with tech giants like Alibaba and Tencent leveraging AI to create ecosystems, while automotive companies like BYD and Tesla utilize existing supply chains for competitive advantage [11][13] - Investors are advised to focus on practical applications in industrial and specialized sectors rather than the more glamorous humanoid robots, which are seen as less practical for business needs [9][11] Competitive Landscape - The article highlights the emergence of companies specializing in practical robotics, such as Bomingwei, which offers cost-effective solutions for underground pipeline inspections, contrasting with the high costs of European competitors [9][11] - It warns investors about companies that may overstate their capabilities in the humanoid robot space, emphasizing the importance of genuine technological advancements over mere marketing hype [13][14] Conclusion - The article concludes that while humanoid robots represent a long-term goal, immediate opportunities lie in industrial and specialized robotics that can deliver tangible benefits [14][16]