Core Viewpoint - The article discusses the rising interest in consumer-grade home robots, emphasizing the use of existing embodied intelligence technologies to create value without waiting for robots to master complex tasks like cooking or cleaning [2][15]. Group 1: Market Interest and Product Features - At the WRC (World Robot Conference), consumer interest was notably high for home robots, particularly from families and children [3]. - Products showcased included a rounded quadruped robot dog from VITADYNE and a track robot resembling WALL·E from LEJOY, both designed for consumer use with appealing aesthetics [5][6]. - These robots, while not capable of household chores, offer features like intelligent following, carrying items, and photography [5][17]. Group 2: Industry Trends and Competitive Landscape - Former executives from major companies like Xiaopeng Motors and Tesla are entering the consumer-grade robot market, with products like a robot dog from "ShenTingJi" and a humanoid robot from "MiaoDongKeJi" [6][7]. - The price range for these consumer-grade robots is generally around ten thousand yuan, making them more accessible than humanoid robots [7]. - USTech's quadruped robot currently holds a 70% market share in the global quadruped robot sector, indicating strong demand and market presence [11]. Group 3: Technological Development and Market Potential - The article highlights the maturity of quadruped robot technology, which is now being adapted for consumer use, with a focus on outdoor scenarios and user-friendly features [20][21]. - The use of advanced VLA technology allows these robots to operate without remote controls, enhancing their appeal to everyday consumers [20]. - The potential for consumer-grade robots to become mainstream is compared to the evolution of DJI drones, suggesting a future where these robots could be affordable and widely adopted [27][28].

在8月初举办的WRC（世界机器人大会）上，有一个品类的机器人，得到了场内家庭用户的极大关注。 在维他动力和乐享智能的展区，前来参展的家庭用户尤其是小孩子把机器人展台围得水泄不通，他们或 是拍照，或事伸手触摸，或是大声呼唤名字，表现出了对"新物种"的高度热情。 两家厂商的产品有所差异。维他动力的展品是一款外形圆润的四足机器狗；乐享智能的展品则是一台履 带机器人，外形神似电影《机器人总动员》里的主角WALL·E。 除了维他动力和乐享智能，前小鹏汽车的海外高管王弢、前特斯拉Optimus人形机器人团队成员杨硕也 瞄准了这一市场： 由王弢创立的「深庭纪」，正在打磨的首款产品同样是一款消费级的机器狗。 杨硕创立的「妙动科技」，据其投资方人士称，首款产品是一款家庭级小型人形机器人。 一位资深硬件投资人把这一细分赛道归类为"消费级家庭机器人"，除了特定的外形和尺寸，这类机器人 售价普遍在万元级，虽然定位不算大众，但不像人形机器人一样贵到让家庭用户望尘莫及。 维他动力创始人余轶南对于其机器人产品设定的使用画面是：一家人去郊外游玩，维他动力的机器狗会 从一辆理想L9里跳下来，跟随主人，帮忙背负重物，也能负责记录一家人游玩的精彩 ...