2025年12月4日，以"链接全球，引领未来：'十五五'新机遇"为主题的第十届企业家博鳌论坛在海南博 鳌盛大启幕。本届论坛聚焦具身智能、工业数字化转型等核心议题，汇聚全球500强企业领袖、政学界 和文化界精英，共探产业变革方向。 均胜集团副总裁、均普智能董事、均普机器人研究院与普智机器人董事长周兴宥在主题演讲中指 出："具身智能不是'选择题'，而是'十五五'期间制造业升级的'必修课'。"他表示，基于中国在制度、市 场、数据、技术及智造方面的综合优势，中国具身智能机器人产业有望如同新能源汽车领域一样，领跑 全球并最先实现规模化应用落地。"目前中国具身智能已经站在世界舞台的中央。" 面对行业热议的"泡沫论"，周兴宥表示，任何前沿科技行业的发展都会经历类似阶段，但泡沫终将褪 去，最终沉淀下来的是"靠实干、实力、技术"主导的规范化发展，具身智能将真正成为"新质生产力"发 展的重要引擎。 均普智能在具身智能机器人领域的战略底气，源于其构建的"前瞻研发-独立生产-场景落地"三位一体闭 环及"生态共赢"模式。这一战略通过旗下紧密协同的实体网络高效运作： 均普人工智能与人形机器人研究院作为核心引擎，专注于机器人本体、AI模型 ...

Core Viewpoint - The humanoid robot industry in China is rapidly growing, with significant advancements and competitions indicating a strong potential for China to lead in the global humanoid robot race [1][10]. Group 1: Industry Developments - The World Humanoid Robot Games held in August 2025 featured 127 brands and 487 competitions, showcasing the competitive landscape of China's humanoid robot industry [1][3]. - The World Robot Conference attracted 169 global enterprises, highlighting the introduction of new technologies in various applications, including industrial and logistics sectors [3][10]. - The Far Expedition A2 humanoid robot successfully completed 24 hours of autonomous outdoor walking, demonstrating advancements in stability and environmental adaptability [3][10]. Group 2: Market Dynamics - China's humanoid robot market is expected to become the largest application market, with a focus on low-speed, high-frequency, and essential scenarios such as logistics and retail guidance [11][12]. - The industrial robot sector in China is projected to grow by 5% in 2024, increasing its global market share from 51% to 54% [12]. - The financing for the robot industry in China reached 23.2 billion yuan in the first five months of 2025, surpassing the total for 2024 [12]. Group 3: Talent and Innovation - The rapid transition of companies from traditional manufacturing to humanoid robotics has led to a significant influx of talent, with over 200 new companies established in recent years [5][6]. - The unique combination of hardware engineers and software talent in China provides a competitive advantage in the humanoid robot sector [7][8]. - The industry is currently facing challenges in developing multi-purpose humanoid robots, but breakthroughs in technology are anticipated in the near future [12].

Core Viewpoint - Ningbo aims to become a significant hub for humanoid robot research, manufacturing, and application in China by 2027, as outlined in the "Ningbo Humanoid Robot Industry Innovation Development Action Plan (2024-2027)" [2][3] Industry Development - The establishment of the Zhejiang Humanoid Robot Innovation Center in Ningbo last year marks a significant step in the local humanoid robot industry, with the launch of the "Navigator 2" robot [2] - Ningbo has seen the emergence of specialized institutions for humanoid robot R&D and production, alongside a growing number of component suppliers supporting humanoid robot enterprises [3] Competitive Advantages and Challenges - Ningbo's industrial landscape is rich, providing a strong foundation for the humanoid robot industry, but it faces challenges due to its strong manufacturing focus and relatively weaker software capabilities [3][12] - The city has a well-developed parts industry, which can quickly adapt to support humanoid robot production, although the number of humanoid robot manufacturing companies remains limited [12] Market Applications - The humanoid robot sector is still in the exploratory phase, with significant potential in healthcare and service industries, but practical application remains challenging [15] - The complexity of humanoid robots, which often require extensive data training, complicates their integration into existing industrial processes [15][16] Future Prospects - The establishment of the Ningbo Embodied Intelligent Robot Innovation Center aims to address data challenges for AI training in humanoid robots, indicating a long-term commitment to this sector [18] - Industry experts predict that while humanoid robots may not be cheaper than simpler industrial robots, their unique capabilities could drive future demand in various applications [16][19]