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具身智能成为AI领域关注焦点 人形机器人有望落地千行百业

Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.

cls.cn ·  Sep 12 07:41

① The 2024 2nd China Embodied Intelligence and Humanoid Robot Innovation and Development Conference will be held in Guangzhou, China from September 19 to September 20, 2024. ② According to CICC's research report, China's humanoid robot shipments are expected to reach 0.35 million units by 2030, the market space is expected to reach 58.1 billion yuan, and the 2024-30E CAGR is expected to exceed 250%.

The 2024 2nd China Embodied Intelligence and Humanoid Robot Innovation and Development Conference will be held in Guangzhou, China from September 19 to September 20, 2024. Well-known domestic humanoid robot companies such as iFLYTEK, Yushu Technology, and Leju Robotics will all attend the conference.

Known as the “jewel at the top of the manufacturing crown”, robots are an important field of deep integration between artificial intelligence technology and the real economy, and an important indicator for measuring the level of scientific and technological innovation and high-end manufacturing. Humanoid robots are the “pearl of pearls” — Driven by the AI wave, humanoid robots that are speeding up “take-off” have become a new highland of technological competition, a new racetrack for future industries, and a new engine for economic development. They have great potential for development and broad application prospects. According to the CICC research report, embodied intelligence is a combination of ontology and intelligence. Ontology interacts with the physical environment and senses the environment and acts; the intelligent body imparts intelligence through continuous learning of environmental information. In recent years, embodied intelligence has become the focus of attention in the AI field. Many manufacturers at home and abroad launched new humanoid robot products in 2023, and began preliminary exploration of commercialization paths in 2024. Among them are Tesla, Figure.AI, and domestic companies such as DJI and Yushu. China's humanoid robot shipments are expected to reach 0.35 million units by 2030, the market space is expected to reach 58.1 billion yuan, and the 2024-30E CAGR is expected to exceed 250%.

According to the Finance Federation's theme library, among the relevant listed companies:

Jiangsu Raleigh said that the company is actively improving the layout of related product platforms and has stocked core robot component products and technology such as trapezoidal screws, planetary roller screws, motors, and precision gearboxes. The related products are in the sample delivery and customer verification stage.

The Zhejiang Humanoid Robot Innovation Center, invested by China Control Technology, has initially formed an innovation system for developing humanoid robots integrating materials, drive, perception, control, and artificial intelligence, and has now launched the first humanoid robot complete product.

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