A recent research report from CICC underscores the burgeoning interest in humanoid robots, a pivotal application area within AI technology, among robot manufacturers. These manufacturers are diligently delving into embodied large models, software and hardware architectures, data collection methodologies, and scene applications, with the ultimate goal of accelerating the commercialization of humanoid robots. Presently, the learning capabilities of these robots are continuously advancing, and the viability of their application in B-end scenarios is likewise on the rise. Notably, this week has witnessed a marked surge in market attention towards robot application scenarios, particularly in logistics and healthcare, where the demand for robots is unequivocally evident. Consequently, it is advisable to keep a close eye on AI-driven intelligent development applications. Furthermore, the report cautions investors to broaden their horizons and not solely concentrate on humanoid robots but also to delve deeper into other investment prospects within the "AI+robots" realm, encompassing sensors, dexterous hands, robotic dogs, and exoskeleton robots. These avenues do not hinge on the widespread adoption of humanoid robots and have been fortified by consistent data validation. It is recommended to proactively track the holistic progress of the entire industry chain.
