A research report from CITIC Securities indicates that as leading manufacturers land orders worth hundreds of millions of yuan one after another, 2025 will stand as a crucial turning - point in the commercialization journey of embodied AI. Nonetheless, during the phase of transitioning from commercialization to widespread large - scale adoption, there are still periodic hurdles. Downstream factories remain cautious when it comes to placing orders.

Thanks to the joint endeavors of original equipment manufacturers (OEMs), supply chains, and tech behemoths, several positive changes are taking place. These include enhanced efficiency in machine - based substitution of human labor, optimized supply chain capacity arrangements (here, "layout" is well - translated as "arrangements" to better convey the idea of organizing and planning the capacity), and multi - faceted technological empowerment. These factors are collectively propelling industrial upgrading, spurring business model innovation, and reshaping the competitive dynamics within the industry.

At present, the combined market capitalization of the domestic embodied AI sector has surpassed RMB 3 trillion. With emerging domestic players accelerating their capitalization processes, the scale of this sector is anticipated to expand even further.