1. 开发最适应人类社会的机器人形态, 实现终极机器替人, 但场景需要新的突破;2. 人形对软硬件复合技术的要求极高,奔着人形做研发的机器人公司能掌握最全面的技术栈。

赛道特点?

1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早

在中国劳动力成本尚低的背景下,通用机器人会先替代有一定学习门槛、工资门槛的技工 ,接着逐步渗透到其他象限。

Another example is industrial robotics, which Beijing began prioritizing in 2015 as part of its Made in China 2025 strategy. At the time, there was a clear rationale for building a stronger domestic robotics industry: China had surpassed Japan to become the world’s largest buyer of industrial robots, accounting for about 20 percent of sales worldwi

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