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先工厂后家庭,美的「家电机器人化」预计1-2年内实现规模化应用|最前线
3 6 Ke· 2025-11-04 03:15
Core Insights - Midea has launched its 30th Technology Month event, showcasing its comprehensive layout in the field of embodied intelligence, establishing a "dual-track" technology path focusing on humanoid robots and the robotic upgrade of existing home appliances [1][3] Group 1: Humanoid Robotics Development - Midea has built a complete R&D system for humanoid robots, covering core components to complete systems, with breakthroughs in key components like reducers and servo motors, which are now in mass production [1] - The company has established a dedicated humanoid robot innovation center to focus on the development of various humanoid platforms and solutions for industrial and commercial scenarios [1][6] Group 2: Industrial Scene Focus - Midea's strategy emphasizes industrial scenarios due to their closed and standardized nature, which reduces technical complexity and allows for quick intervention in case of robot malfunctions, providing a controlled environment for technology validation [3] - The company aims to tackle key technical challenges in industrial settings before extending its solutions to home environments, creating a symbiotic development model between the two [3][6] Group 3: Home Appliance Robotics - Midea is transforming traditional home appliances from "passive responders" to "active service providers" by integrating environmental perception and autonomous decision-making capabilities [6][11] - The company is developing a complete technical loop that includes user behavior learning, demand prediction, and proactive execution, allowing appliances to autonomously adjust to user needs without explicit commands [11] Group 4: Market Position and Future Outlook - The home appliance industry faces dual development bottlenecks, with limited upgrade potential in traditional appliances and smart home devices remaining in a basic response mode [6][11] - Midea plans to prioritize the robotic transformation of home appliances, expecting to achieve large-scale application within one to two years, leveraging existing products for quicker market acceptance [11]