作为最具市场前景的未来产业之一，人形机器人备受各地追捧。 中经记者 方超 张家振 上海报道 作为具身智能理想载体的人形机器人，正迎来前所未有的商业化"拐点时刻"。 TrendForce日前发布的趋势预测称，2026年将是人形机器人迈向商用化的关键一年，全球出货量预估年 增逾7倍、突破5万台。"2026年，将是人形机器人正式进入以AI为驱动、以应用为核心的产业新阶段。" 《中国经营报》记者注意到，在迎来产业化、商业化落地关键节点背后，人形机器人作为发展新质生产 力的关键领域，近年来获得了从国家到地方层面的大力支持。"十五五"规划建议明确"前瞻布局未来产 业"，其中就包括具身智能。 政策层面全力支持，万亿赛道"一触即发"。上海市、南京市、杭州市、芜湖市等地纷纷出台规划，宣布 打造人形机器人产业高地。12月3日，浙江省"十五五"规划建议对外发布，提出聚焦人形机器人、脑机 接口等领域。杭州市也提出，到2029年，当地人形机器人产业规模达到500亿元，打造一批通用人形、 柔性人形、增强人形等杭研杭产的世界级机器人品牌。 "多地集中布局人形机器人赛道，首要驱动因素来自国家战略对未来产业的明确指引。"一位不愿具名的 行业分 ...

Core Insights - The interest in humanoid robots is high, but there is a significant gap between consumer desire and actual purchases due to concerns over functionality and pricing [3][12][40] Consumer Perception - 65% of consumers find the concept of "advanced home robots" appealing, but only 15% understand the technical details [5][6] - Consumers prioritize practical tasks such as cleaning, laundry, and cooking over entertainment functions like chatting or dancing [9][11] Pricing Challenges - Consumers are willing to spend around $5,000 if a robot can save them 300 hours of household chores annually, but current offerings like Tesla's Optimus are priced around $20,000, making only 5% of consumers willing to buy [12][15] - The cost of humanoid robots has decreased by 40% in the past year due to industrial applications, but further reductions are necessary for consumer adoption [18][20] Technological and Design Considerations - Robots need to navigate complex home environments, which presents challenges in environmental perception and flexible actuation [23][25] - Current designs are either too robotic or cold, while consumer preferences lean towards more approachable and aesthetically pleasing designs [30][32] Safety and Privacy Concerns - There is a lack of standardized safety protocols for home robots, leading to consumer fears about safety and data privacy [33][35] - Implementing safety features and data encryption is essential for consumer trust [35] Market Strategy - Companies like Tesla aim for a universal humanoid robot, while others like UBTECH focus on a rental model to test functionalities in real-world settings [27] - Successful market penetration may require a phased approach, starting with high-end models and gradually moving to more affordable options [29][40] Consumer Engagement - Direct consumer experiences, such as hands-on demonstrations, are crucial for building trust and understanding of robot capabilities [36][40] - The evolution of consumer electronics, like smartphones, illustrates that technology must mature and become affordable to achieve widespread adoption [40][42]

【文/观察者网 陈思佳】"工业机器人是日本的传统堡垒，但中国已在新轨道上竞争。"香港《南华早 报》12月14日发文称，作为最早投入机器人研究的国家之一，日本在工业机器人领域长期保持较强的竞 争力。然而，人工智能（AI）人才匮乏的日本如今已跟不上AI驱动的新一轮人形机器人热潮，中国正 在这条新赛道上加速领跑。 12月初举行的日本东京国际机器人展览会（IREX）吸引了创纪录的673家参展商，其中包括来自13个国 家和地区的140家公司。川崎、发那科、安川电机、不二越等日本工业机器人巨头依然占据着最大的展 位，展示了用于焊接、组装和物料搬运等作业的工业机器人。 产业研究机构TrendForce在报告中分析称，在机器人领域，日本仍专注于对系统集成、落地部署以及投 资回报已有清晰认知的成熟工业应用。 但本次展会上最受关注的是人形机器人，这些机器人则大多来自中国企业。报道称，共有84家中国参展 商参加了今年的IREX，银河通用机器人、智元机器人、星动纪元和鹿明机器人等年轻的中国初创企业 都在国际舞台上展示了他们的最新产品。 宇树科技G1机器人的日本总代理TechShare公司的展台上，举行了宇树机器人的拳击和舞蹈表演，吸 ...

Core Viewpoint - SoftBank announced the acquisition of ABB's robotics business for $5.4 billion, disrupting ABB's plans for an IPO of the robotics unit and highlighting SoftBank's aggressive investment strategy [1][9]. Group 1: Acquisition Details - The acquisition is expected to be completed in mid-2026, marking a significant shift in the global robotics market and providing opportunities for Chinese high-end robotics manufacturers [1]. - ABB's robotics business generated $2.3 billion in revenue in 2024, accounting for approximately 7% of ABB's total sales, making the acquisition price relatively high [6][16]. Group 2: Challenges and Risks - SoftBank faces challenges in integrating technology and teams post-acquisition, especially given ABB's recent struggles with profitability and declining sales [3][4]. - There is a risk of talent attrition, with studies indicating that 75% of key employees may leave within three years of a major acquisition [4]. - The competitive landscape in the robotics market is intensifying, particularly from Chinese companies, which are rapidly gaining market share [6][7]. Group 3: Strategic Importance - SoftBank views robotics as a critical area for future growth, aiming to integrate ABB's robotics capabilities with its AI investments to create a comprehensive "Physical AI" ecosystem [9][11]. - The acquisition is part of SoftBank's broader strategy to build a complete AI ecosystem, linking robotics with data centers, energy, and chip manufacturing [14][15]. Group 4: Market Dynamics - The global robotics market is projected to grow from approximately $78 billion to $165 billion by the end of 2029, indicating significant potential for investment returns [16]. - The competitive dynamics are shifting, with traditional leaders like ABB losing market share to emerging players, necessitating a reevaluation of strategies across the industry [7][15].

Core Viewpoint - SoftBank Group has reached a final agreement to acquire ABB's robotics business for $5.375 billion (approximately 38.45 billion RMB), marking a significant move in the global industrial automation and robotics sector [2][4]. Group 1: Acquisition Details - The acquisition has received approval from SoftBank's board but is pending regulatory approvals from the EU, China, and the US, with completion expected in mid to late next year [4]. - ABB's robotics business, part of the "big four" in industrial robotics, has over 50 years of technological experience and a global customer base, with projected revenues of $2.3 billion in 2024 and approximately 7,000 employees [4]. Group 2: Strategic Intent - This acquisition is part of SoftBank's broader strategy to achieve "Super Artificial Intelligence (ASI)" by 2035, integrating a comprehensive layout of "computing power base - hardware carrier - scenario landing - ecological collaboration" [2][14]. - SoftBank's ambition in robotics dates back over a decade, starting with the acquisition of French company Aldebaran for about $100 million in 2014, leading to the development of the humanoid robot Pepper [8]. Group 3: Integration and Future Plans - Post-acquisition, SoftBank plans to integrate ABB's advanced technologies with its existing robotics ecosystem, enhancing capabilities in key sectors such as automotive manufacturing, electronics assembly, and logistics warehousing [15]. - A dedicated technology integration team will focus on several initiatives, including connecting ABB's robot control software with SoftBank's AI platform for Pepper and integrating AutoStore's automation systems with ABB's industrial robots [15][17]. - The integration aims to significantly improve production efficiency, reduce automation deployment costs for manufacturing clients, and accelerate the global implementation of Industry 4.0 [16]. Group 4: Shift in Robotics Strategy - This acquisition signifies a fundamental shift in SoftBank's robotics strategy, moving from a focus on humanoid robots to solidifying its foundation in industrial robotics, transitioning from showcasing technology to practical industrial applications [17].

Core Insights - Alibaba has officially established a "Robotics and Embodied Intelligence Group," marking a strategic shift towards becoming a core player in the embodied intelligence sector [1][2] - The move aligns with Alibaba's broader strategy to transition from being a passive investor to an active participant in the AI and robotics landscape, as highlighted by CEO Wu Yongming's endorsement at the Cloud Summit [2][3] - The competition in the embodied intelligence space is intensifying, with major players like Tesla, SoftBank, and Google DeepMind also making significant advancements [2][4] Alibaba's Strategic Moves - Alibaba's recent actions are part of a two-year strategic transformation aimed at deepening its involvement in embodied intelligence [2][10] - The establishment of the new group signifies a shift from a broad investment strategy to a focused self-research approach, integrating its AI capabilities with hardware [10][11] - The company has made several investments in robotics firms over the past two years, emphasizing the importance of practical applications in the robotics sector [6][10] Industry Context - On the same day as Alibaba's announcement, SoftBank revealed its acquisition of ABB's robotics division for nearly $5.4 billion, indicating a significant move towards integrating AI with robotics [4][5] - SoftBank's long-term strategy in AI and robotics has culminated in this acquisition, which provides a mature and profitable industrial manufacturing capability [5][6] - The simultaneous actions of Alibaba and SoftBank highlight a consensus among industry leaders that integrating AI with physical robotics presents a vast market opportunity [5][6] Technical Framework - Alibaba's approach aligns with the "one brain, multiple forms" concept, which utilizes a universal model to drive various robotic forms [11][12] - The integration of NVIDIA's simulation tools with Alibaba's AI models aims to create a unified training and testing environment for different robotic forms [12][14] - Alibaba's extensive data ecosystem, derived from its various business operations, provides a unique advantage in training AI models and reducing costs associated with data collection [14][16] Challenges Ahead - Both Alibaba and SoftBank face significant challenges in bridging the gap between AI software and hardware, which is crucial for successful implementation [15][16] - The complexity of integrating diverse hardware architectures and communication protocols poses a major hurdle for Alibaba's strategy [15][16] - The high costs associated with advanced hardware and data collection present additional barriers to commercializing AI-driven robotics [15][16]

Group 1 - The rise of AI chatbots, particularly those with emotional companionship features, is driven by a significant emotional vacuum in modern society, with at least 1 billion people globally suffering from anxiety and depression [2][3] - AI chatbots are filling the gap in emotional support due to a shortage of mental health professionals, with a reported deficit of over 430,000 counselors in China alone [3] - The emotional value provided by AI chatbots has transformed them into a new category of "emotional consumer goods," appealing to a wide demographic [3] Group 2 - The commercial potential of AI chatbots is evident, with Character.ai achieving over 22 million monthly active users and significant investment from tech giants like Google, which invested $2.7 billion to acquire its core team [5][7] - The chatbot market is not only about emotional companionship but also about disrupting traditional industries, particularly in customer service, where AI can reduce interaction costs to less than one-tenth of human agents [7][8] - The shift towards AI chatbots is expected to challenge traditional search engines, with predictions that by 2026, the number of traditional search engines will decrease by 25% as AI chatbots take over market share [9][10] Group 3 - The current chatbot market faces challenges such as homogenization, where many products are merely variations of a few large models, leading to a lack of user loyalty [12] - There are concerns regarding the reliability of AI technology, with a significant percentage of AI tools spreading misinformation, which could have serious implications in professional fields [13] - The ethical and safety implications of AI chatbots are becoming increasingly critical, as evidenced by tragic cases where AI interactions have led to harmful outcomes for vulnerable users [14][15]

Core Viewpoint - The company plans to establish a wholly-owned subsidiary, Shenzhen Shengqiao Robotics Co., Ltd., with a registered capital of RMB 30 million to enhance its humanoid robot business and optimize operations with its French subsidiary [1] Group 1: Company Strategy - The establishment of Shengqiao Robotics Co., Ltd. aims to support the company's humanoid robot development and operational needs [1] - The company acquired core assets of Aldebaran Robotics, including Nao and Pepper series robots, in July 2025, and will set up a French subsidiary to manage these assets [1] - Shengqiao Robotics will serve as an independent operational platform for the company's robot business, facilitating increased investment in humanoid robots [1] Group 2: Operational Synergy - The new subsidiary will take over production and some R&D functions from the French subsidiary, enhancing collaboration and supply chain efficiency [1] - The establishment of Shengqiao Robotics is expected to create synergies between the French subsidiary and domestic robot operations [1]

Core Viewpoint - The company announced the establishment of a wholly-owned subsidiary, Shenzhen Shengqiao Robotics Co., Ltd., with a registered capital of 30 million yuan, to enhance its humanoid robot development and business layout [1] Group 1: Company Developments - The board of directors approved the establishment of Shenzhen Shengqiao Robotics Co., Ltd. on September 12, 2025, with the company holding 100% equity [1] - The company acquired core assets of Aldebaran Robotics, including the Nao and Pepper series robots, in July 2025 and established a subsidiary in France to operate these assets [1] Group 2: Strategic Objectives - The establishment of Shengqiao Robotics aims to accelerate the company's humanoid robot R&D process and business layout [1] - Shengqiao Robotics will serve as the production and part of the R&D function for the French subsidiary, enhancing collaboration and optimizing the supply chain and R&D mechanisms [1] - The new subsidiary will operate independently to support increased investment in humanoid robotics and establish a foundation for the development of the company's humanoid robot business [1]

Core Viewpoint - The company plans to establish a wholly-owned subsidiary, Shenzhen Shengqiao Robotics Co., Ltd., with a registered capital of RMB 30 million to enhance its humanoid robot business and optimize operations with its French subsidiary [1] Group 1 - The subsidiary will be funded with the company's own cash resources, indicating a strong commitment to the robotics sector [1] - The establishment of Shengqiao Robotics is aimed at accelerating the research and development of humanoid robots and improving business layout [1] - The company acquired core assets of Aldebaran Robotics, including Nao and Pepper robots, in July 2025, which will be operated through a French subsidiary [1] Group 2 - Shengqiao Robotics will take on production and some R&D functions from the French subsidiary, facilitating better collaboration and synergy between the two entities [1] - The new subsidiary will serve as an independent operational platform for the company's humanoid robot business, allowing for increased investment and development in this area [1] - The initiative is expected to optimize the supply chain and R&D mechanisms of the French subsidiary, enhancing overall operational efficiency [1]