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继AI之后 机器人站上美国科技战略C位
Zhi Tong Cai Jing· 2025-12-05 07:53
Core Viewpoint - The Trump administration is shifting its policy focus towards the robotics sector, aiming to accelerate the development of robotics technology and advanced manufacturing alongside artificial intelligence (AI) initiatives [1][2]. Policy Signals - U.S. Secretary of Commerce Howard Lutnick has been actively meeting with CEOs in the robotics industry to discuss incentives such as tax reductions, regulatory simplifications, and increased federal funding [2]. - The government is considering an executive order on robotics that may set national goals for technology research, deployment, and ethical standards, similar to the "Genesis Plan" for AI [2]. - The U.S. Department of Transportation is reportedly preparing to establish a robotics working group, with plans expected to be announced by the end of the year [2]. Competitive Urgency - The robotics sector is becoming a critical battleground in the competition between the U.S. and China, with the Trump administration's industrial policy reflecting this urgency [3]. - As of 2023, China has an industrial robot stock of 1.8 million units, four times that of the U.S., highlighting the need for significant investment in the U.S. robotics sector to catch up [3]. - Global investment in robotics is projected to reach $23 billion by 2025, doubling from the previous year, with Goldman Sachs predicting the humanoid robot market could exceed $38 billion by 2035 [3]. Industry Advocacy and National Strategy - The robotics industry is actively pushing for government involvement in policy-making, emphasizing that advancements in AI should include plans for the robotics sector [4]. - Companies are calling for tax incentives and federal funding to integrate advanced automation technologies and strengthen supply chains [4]. - There is a consensus that advanced robotics technology is crucial for U.S. manufacturing, technological development, national security, and public safety [4]. Employment and Automation Paradox - A core issue remains how to align the development of the robotics industry with the goal of revitalizing U.S. manufacturing, as increased automation may lead to job losses [5]. - Some industry leaders argue that robotics can enhance worker productivity and create more job opportunities, suggesting a collaborative future between humans and machines [5]. Concerns Over Basic Research - Despite the government's focus on industrial applications, there are warnings about cuts to funding for basic research, which could undermine the foundation of innovation in robotics and AI [6]. - The American Computer Society highlights that federal funding has historically been crucial for breakthroughs in technology, and a lack of support for foundational research could hinder the U.S.'s leadership in these fields [6].