文 |《瞭望》新闻周刊记者 扈永顺 具身智能是融合人工智能与机器人、"十五五"重点发展的未来产业。我国具身智能领域技术近年突破迅 速、政策支持力度很大。国内涌现多个达到国际先进水平的通用大模型；以人形机器人为代表，整机技 术实现突破，多模态感知、大脑-小脑模型等关键技术取得进展；资本市场看好其发展前景。 仍要看到，当前具身智能在技术和落地上仍处于早期阶段，多数具身智能产品应用场景集中在科研、教 育以及部分工业环境的简单任务。 多位受访专家认为，随着政策支持和消费电子、汽车制造等场景落地加速，形成产业良性发展生态，具 身智能有望加快商业化进程。国务院发展研究中心相关研究报告认为，中国具身智能产业市场规模有望 在2030年达到4000亿元、在2035年突破万亿元。 热度持续不减 在上海浦东新区的一间试验室内，一款1.5米高、人形上身、轮式下身的机器人可以根据指令"下蹲"后 抓取地面物品。上海视豆智能技术有限公司创始人宋建军介绍，他们的人形轮式机器人全身有22个关节 模组，底盘全向小巧灵活，自主研发平衡算法，能够保持身体平衡。运动能力强，整体负载10公斤，适 合导游、导览、教育、安防等产业，在无人商店、无人仓库中应 ...

Core Insights - The development of embodied intelligence is transitioning from "active" to "user-friendly," evolving from "function realization" to "intelligent usability" [1][2] - The key to breaking through lies in "generalized intelligence," enabling robots to understand, think, and adapt in uncertain environments and tasks [1] - The collaboration between the "big brain" (cognitive and decision-making center) and the "small brain" (precision control hub) is a crucial technological direction [1] Industry Trends - Embodied intelligence is moving from "exploratory demonstration" to "commercial implementation," indicating a pre-commercial explosion phase [2] - The value of technology must ultimately be reflected in the market, with humanoid robots becoming a choice for industries facing labor shortages, high repetition, high intensity, and high risk [2] - The Beijing Humanoid Robot Innovation Center has partnered with the China Electric Power Research Institute to develop robots capable of complex operations, showcasing real application exploration [2] Future Outlook - The next 3-5 years are seen as a critical window for humanoid robots to transition from "demonstrable feasibility" to "commercial reliability" [2] - The center has open-sourced its general robot platform "Embodied Tiangong" and the general embodied intelligence platform "Hui Si Kai Wu," aiming to convert technological leadership into industrial advancement [2] - The goal is to make cutting-edge technology a strong engine driving transformation and upgrading across various industries, forming a new economic growth point [2]

Core Insights - The development of embodied intelligence is transitioning from "functionality" to "usability," with a critical window for humanoid robots moving from "demonstrable feasibility" to "commercial reliability" expected in the next 3 to 5 years [1][2] Group 1: Technological Advancements - The key to breaking through in humanoid robotics lies in "generalized intelligence," enabling robots to understand, think, and adapt in uncertain environments [1] - The "brain" and "small brain" collaborative evolution is identified as a crucial technological direction, with the "brain" focusing on cognitive and decision-making capabilities, while the "small brain" ensures precise control of robotic movements [1] Group 2: Market Applications - Humanoid robots are becoming a viable choice for industries facing labor shortages, high repetition, high intensity, and high-risk scenarios, such as industrial manufacturing, logistics, and special operations [2] - Examples of successful applications include robots autonomously performing complex electrical cabinet operations in power inspection and handling items of varying heights and weights in factory settings [2] Group 3: Industry Collaboration - The industry chain for embodied intelligence is extensive and complex, necessitating open collaboration as a key pathway for development [2] - The Beijing Humanoid Robot Innovation Center is actively open-sourcing its general robotic platform "Embodied Tiangong" and the general embodied intelligence platform "Wisdom Open," while also leading the establishment of industry standards to effectively translate technological advancements into industrial progress [2]

Core Insights - The humanoid robotics industry is transitioning from "active" to "user-friendly," entering a critical window for commercial reliability over the next 3 to 5 years [1] - The "Embodied Tian Gong 2.0" robot showcased at the forum highlights the integration of future technology and industry [1] Group 1: Industry Trends - The industry is experiencing three major trends: 1. Technology is evolving from "function realization" to "intelligent usability," focusing on generalized intelligence that allows robots to understand and adapt to uncertain environments [1] 2. Scenarios are moving from "concept validation" to "commercial implementation," with humanoid robots being adopted in sectors like industrial manufacturing and logistics to address labor shortages and high-risk environments [2] 3. An "open-source collaboration" ecosystem is driving rapid industry development, with the company leading efforts to open-source platforms and establish industry standards [2] Group 2: Company Developments - Beijing Humanoid Robotics Innovation Center is the first full-stack technology company in China for humanoid intelligent hardware and software [2] - The "Embodied Tian Gong 2.0" robot features industrial-grade upper limb load capacity and a flexible lower limb system, achieving international leading energy efficiency metrics [2] - The "Embodied Tian Gong" series has made significant breakthroughs, with the "Embodied Tian Gong 2.0" robot successfully operating in the Foton Cummins engine factory since September 2025, completing autonomous tasks in a real production environment [2]

Core Insights - The humanoid robotics industry is transitioning from "active" to "user-friendly," entering a critical window for commercialization over the next 3 to 5 years [1] - The "Embodied Tian Gong 2.0" robot showcased at the forum highlights the integration of future technology and industry [1] Group 1: Industry Trends - The industry is experiencing three major trends: 1. Technology is evolving from "function realization" to "intelligent usability," focusing on "generalized intelligence" to enable robots to understand and adapt to uncertain environments [1] 2. Scenarios are moving from "concept validation" to "commercial implementation," with humanoid robots being utilized in industrial manufacturing, logistics, and high-risk operations [2] 3. An "open-source collaboration" ecosystem is driving rapid industry development, with the company leading the establishment of industry standards and open-sourcing key platforms and datasets [2] Group 2: Company Developments - Beijing Humanoid Robotics Innovation Center is the first full-stack technology company in China focusing on humanoid intelligent hardware and software [2] - The "Embodied Tian Gong 2.0" robot features industrial-grade upper limb load capacity and a flexible lower limb system, achieving international leading energy efficiency metrics [2] - The "Embodied Tian Gong" series has made significant breakthroughs, with the "Embodied Tian Gong 2.0" robot successfully operating in the Foton Cummins engine factory since September 2025, completing autonomous tasks on an unmanned production line [2]

Core Insights - The humanoid robot "Tian Gong" has gained significant attention in the industry, showcasing its capabilities by winning the first-ever humanoid robot half marathon and excelling in various competitions [2][8] - The Beijing Humanoid Robot Innovation Center was established to address common challenges in the humanoid robot industry, aiming to enhance technology and foster collaboration among various enterprises [3][4] - The innovation center emphasizes a unique operational model where project leaders dictate requirements, allowing for a more agile and responsive development process [8][10] Company Development - The Beijing Humanoid Robot Innovation Center was founded in November 2023, led by CEO Xiong Youjun, who has multiple patents in humanoid robotics and previously developed leading products at "UBTECH" [3] - The center aims to overcome technological limitations and industry fragmentation, with only about 20 registered humanoid robot companies in China as of 2023 [4] - The center has successfully developed "Tian Gong," a full-sized humanoid robot capable of running, which was a significant milestone in its research journey [5][6] Technological Advancements - "Tian Gong" is powered by a pure electric drive system, making it more cost-effective compared to hydraulic systems, thus enabling broader accessibility for developers [5] - The robot's design allows for full-sized humanoid running, a capability that had not been achieved in the industry before [5] - The innovation center has released the "Wisdom Open Object" platform, which allows robots to autonomously plan actions and adapt to various tasks, significantly lowering the development barrier for the industry [12] Industry Collaboration - The center has initiated an open-source approach, sharing large-scale datasets and technical resources with other companies, fostering a collaborative environment for innovation [11][12] - The establishment of the "National Local Co-construction Humanoid Intelligent Robot Innovation Center" in October 2024 signifies a commitment to collective industry growth rather than individual competition [11] - The center has also led the development of humanoid robot intelligence grading standards, providing clear guidelines for safety and application scenarios [12]

Core Insights - The humanoid robot "Tiangong" has rapidly evolved from a prototype to a competitive athlete, achieving significant milestones in less than a year [1][4][5] - The Beijing Humanoid Robot Innovation Center aims to address common challenges in the humanoid robot industry through collaboration among various enterprises and institutions [2][7] Group 1: Development and Achievements - "Tiangong" participated in the world's first humanoid robot half marathon, completing it in 2 hours, 40 minutes, and 42 seconds, and later won a gold medal in the "100-meter sprint" at the World Humanoid Robot Games [4][5] - The center's unique operational logic allows project leaders to dictate needs, ensuring that the entire company supports innovation efforts [5][6] Group 2: Technological Innovations - "Tiangong" is powered by a pure electric drive system, which is more cost-effective than hydraulic systems, enabling broader accessibility for development teams [3][8] - The introduction of the "Wisdom Open" platform allows for multi-functional capabilities in robots, significantly lowering the barriers for industry development [8] Group 3: Open Source and Collaboration - The center has made significant strides in open-sourcing its data sets and structural designs, allowing other companies to build upon its innovations [7][8] - A collaborative initiative has led to the establishment of humanoid robot intelligence grading standards, providing clear guidelines for design and performance benchmarks [8][9]

Core Viewpoint - The humanoid robot "Tiangong" has rapidly evolved from a basic prototype to a competitive athlete, showcasing significant advancements in technology and capabilities within a year, marking a pivotal moment for the humanoid robot industry [1][3]. Group 1: Development and Achievements - "Tiangong" achieved remarkable milestones, including winning the first humanoid robot half marathon and securing multiple medals at the World Humanoid Robot Games, demonstrating its advanced capabilities [7][11]. - The robot's development was spearheaded by the Beijing Humanoid Robot Innovation Center, which was established to address common challenges in the industry and foster collaboration among various enterprises and institutions [3][11]. - The center's unique operational model empowers project leaders and encourages innovation, allowing for rapid advancements in humanoid robotics [9][10]. Group 2: Technological Innovations - "Tiangong" is a fully electric humanoid robot designed for running, which is a significant improvement over traditional hydraulic systems, making it more accessible for development teams [4][12]. - The introduction of the "Wisdom Open" platform allows for enhanced adaptability and intelligence in robots, enabling them to perform a variety of tasks autonomously [12]. - The center has made significant strides in open-sourcing its technology, including the "Tiangong 1.0" design and control algorithms, promoting collaboration and innovation across the industry [11][12]. Group 3: Industry Impact and Future Directions - The center aims to lead the humanoid robot industry by establishing standards and fostering an open-source community, which is crucial for high-quality development and avoiding redundancy in research [11][12]. - The success of "Tiangong" is seen as a stepping stone, with aspirations for further advancements and applications in various sectors, emphasizing the importance of continuous innovation [11][12].

Group 1 - The 15th China-Northeast Asia Expo will be held from August 27 to 31 in Changchun, featuring nearly 200 exhibition booths showcasing artificial intelligence and related products [1] - A total of 1,029 domestic and foreign enterprises have confirmed participation, including 275 companies from Northeast Asia, Europe, and countries along the Belt and Road Initiative [1] - The expo will display over 70,000 brands of goods both online and offline, organized into four main theme pavilions: Modern Industry Pavilion, Open Cooperation Pavilion, New Consumption and New Services Pavilion, and International and Hong Kong-Macau-Taiwan Goods Pavilion [1] Group 2 - The Modern Industry Pavilion will highlight traditional industry upgrades, showcasing significant achievements in new productivity and innovative ecological cooperation systems, featuring major companies like Huawei, PetroChina, Sinopec, DJI, and COFCO [1] - The Northeast Asia Economic and Trade Cooperation Achievement Exhibition Area will focus on showcasing ports like Hunchun and Quanhe, as well as platforms such as the Greenwood Park and China-South Korea Demonstration Zone, emphasizing economic cooperation and cultural exchanges [2] - The New Consumption and New Services Pavilion will present trends in consumer sectors and new service models, with confirmed exhibitors including Tesla, Siemens, Philips, Huawei, and JD.com [3]

Core Insights - The Beijing Humanoid Robot Innovation Center's Tianyi 2.0 won the first gold medal at the 2025 World Humanoid Robot Games by completing tasks autonomously, showcasing its advanced capabilities in precision and stability [1][7] - The competition required robots to accurately insert 27 slender materials with a diameter of only 8 millimeters into designated holes, highlighting the high demands for fine object handling [1] - Tianyi 2.0's success is attributed to the effective collaboration between its "embodied brain" and "embodied small brain" enabled by the "Wisdom Opens Things" platform, demonstrating significant advancements in embodied intelligence technology [3][5] Company Achievements - The victory of Tianyi 2.0 in the material sorting project signifies a major breakthrough in embodied intelligence technology, marking a transition from laboratory concepts to practical applications in complex industrial scenarios [7] - The robot's ability to perform "perception-decision-execution" in open and dynamic environments indicates a shift from being mere programmed machines to autonomous entities capable of complex tasks [5] Competition Performance - In addition to winning the gold medal, Tianyi 2.0 also secured the silver and bronze medals in the material handling project at the same event, further demonstrating its competitive edge [9]