本报记者 刘 钊 近年来，随着人工智能技术的快速发展与应用，智能汽车、低空出行、具身机器人等产业已成为人工智 能应用的重要载体。由于感知、决策及控制等环节技术同源、底层相通，通过智能汽车零部件的规模化 应用赋能低空出行和机器人正在成为行业共识。 激活产业增长新动能 技术同源与产业链互通 构筑聚合智能发展基石 张永伟对《证券日报》记者表示，智能汽车、具身机器人与低空经济三大领域存在显著的"同源性"：底 层技术均以人工智能为核心支撑，形成了基于AI的终端产业链；供应链重合度超60%，部分企业测算已 达70%，智能汽车的电驱动、通信部件等上游环节，可直接为机器人、低空飞行器提供支持；应用场景 更呈现"天地一体"的融合趋势，催生出跨领域的融合终端及基础设施。 这一"同源性"在技术落地中得到充分印证。清华大学自动化系研究员、机器人控制实验室主任赵明国团 队深耕双足机器人研究二十余年，其带领的清华火神队凭借自主研发的端到端强化学习技术，夺得2025 世界人形机器人运动会5V5足球赛冠军。"机器人踢足球看似是趣味场景，实则是验证具身智能的'标准 平台'，涵盖感知、决策、运动控制等全链路技术，而这些技术与智能汽车的智驾系统底 ...

技术同源与产业链互通 构筑聚合智能发展基石 张永伟对《证券日报》记者表示，智能汽车、具身机器人与低空经济三大领域存在显著的"同源性"：底 层技术均以人工智能为核心支撑，形成了基于AI的终端产业链；供应链重合度超60%，部分企业测算已 达70%，智能汽车的电驱动、通信部件等上游环节，可直接为机器人、低空飞行器提供支持；应用场景 更呈现"天地一体"的融合趋势，催生出跨领域的融合终端及基础设施。 这一"同源性"在技术落地中得到充分印证。清华大学自动化系研究员、机器人控制实验室主任赵明国团 队深耕双足机器人研究二十余年，其带领的清华火神队凭借自主研发的端到端强化学习技术，夺得2025 世界人形机器人运动会5V5足球赛冠军。"机器人踢足球看似是趣味场景，实则是验证具身智能的'标准 平台'，涵盖感知、决策、运动控制等全链路技术，而这些技术与智能汽车的智驾系统底层逻辑相 通。"赵明国表示。 产业链的"互通性"则成为降本增效的关键。以激光雷达为例，2019年车用激光雷达采购价高达10万元， 一线束成本达1万元。如今在智能汽车规模化应用推动下，同款产品价格降至800元，一线束成本仅4 元，实现从"天价"到"平价"的跨越。"机器 ...

Core Viewpoint - The article discusses the increasing involvement of automotive companies in the humanoid robotics sector, highlighting their motivations, strategies, and the challenges they face in this new domain [10][21]. Group 1: Company Strategies - Tesla, Xpeng, and GAC are leveraging their expertise in smart driving to develop humanoid robots, utilizing existing technologies such as FSD visual algorithms and multi-sensor fusion technology [4][12]. - Tesla's Optimus robot is described as a "mobile FSD system," capable of performing basic tasks in factories, with plans for factory testing by 2025 [4]. - Xpeng's Iron robot incorporates technology from its vehicles, aiming for mass production by 2026 [4]. - GAC's GoMate features a unique "variable wheel-foot structure," allowing it to adapt to different tasks quickly, showcasing its flexibility in production environments [4]. Group 2: Ecosystem Development - Technology giants and suppliers are positioning themselves as ecosystem builders rather than direct competitors, with Huawei and Horizon offering platforms and solutions to enhance robotic capabilities [5][6][7]. - Huawei's "Pangu embodied intelligent model" aims to empower robots with multi-modal interaction and complex task execution [5]. - Horizon's "Diguo Robot Platform" repurposes automotive chip architectures for the robotics sector, serving multiple manufacturers [6]. Group 3: Market Dynamics and Challenges - Traditional automakers like BYD and BAIC are adopting a more cautious approach, focusing on capital investments and partnerships to gradually penetrate the robotics market [8][9]. - The automotive industry faces pressures from increasing labor costs and the need for flexible production, driving the demand for robotics solutions [11]. - The article notes that the global humanoid robot market is projected to reach $154 billion by 2035, with significant investments flowing into the sector [13]. Group 4: Technological and Operational Hurdles - The transition to humanoid robotics is fraught with challenges, including technical limitations in mobility and control, particularly in complex environments [16][17]. - The high manufacturing costs of humanoid robots remain a significant barrier, with core components being expensive and the commercial viability of these robots still uncertain [18]. - Ethical concerns surrounding job displacement and privacy issues are emerging as critical discussions in the industry [19][20].