Since Tesla released its humanoid robot Optimus on AI Day in 2022, the concept of "humanoid robot" has been burning like fire until now.
The promulgation of the "Guiding Opinions on the Innovation and Development of Humanoid Robots" by the Ministry of Industry and Information Technology in October last year marked the official rise of the humanoid robot industry to the national industrial strategy.
The opinion pointed out that humanoid robots integrating artificial intelligence, high-end manufacturing, new materials and other advanced technologies are expected to become disruptive products after computers, smartphones, and new energy vehicles. They will profoundly change human production and lifestyle and reshape the global industrial development pattern. Taking humanoid robots to an unprecedented level again.
So, under the guidance of national policies and technological development, how are humanoid robots developing in various provinces and cities now? Let's take a look together.
Shanghai: where leading companies gather
In terms of policy, in October 2023, Shanghai issued the "Shanghai Action Plan to Promote High-Quality Innovation and Development of the Intelligent Robot Industry (2023-2025)", proposing the construction of three public service platforms, the Humanoid Robot Manufacturing Innovation Center and the Intelligent Robot Detection Center. with the Pilot Test Verification Innovation Center and the General Robot Industry Research Institute.
The "Shanghai Action Plan to Further Promote New Infrastructure Construction (2023-2026)" issued in the same month mentioned that a number of cutting-edge industrial innovation platforms will be initially established for areas such as humanoid robots to provide a platform for responding to changes in the science and technology industry and exploring new paradigms for scientific research. Facility support...Building a "large model + humanoid robot" collaborative innovation platform.
In the field of humanoid robots, Shanghai has gathered leading companies such as Zhiyuan Robot, Fourier Intelligence, Dachi Robot, Kepler Exploration, Tiantai Intelligent Robot, Zhuoyide Robot, and CETC Robot.
Beijing: National policies provide strong guidance and support
In terms of policy, in June 2023, the "Beijing Robot Industry Innovation and Development Action Plan (2023-2025)" clearly proposed to step up the deployment of humanoid robots: aiming at the small-batch production and application of humanoid robots, create general intelligent underlying software and interfaces, Basic conditions such as universal hardware development supporting facilities, and focused breakthroughs in key technologies such as universal prototypes of humanoid robots and large models of general artificial intelligence.
In August 2023, the Beijing Economic and Technological Development Zone released the "Three-Year Action Plan for the High-Quality Development of the Robot Industry in the Beijing Economic and Technological Development Zone (2023-2025)", proposing to focus on humanoid robots, build a humanoid robot industry innovation center, and strive to create a national manufacturing industry The innovation center focuses on breakthroughs in key core technologies such as universal prototypes of humanoid robots and large models of general artificial intelligence.
In addition, on November 2, 2023, Beijing Humanoid Robot Innovation Center Co., Ltd., the country's first provincial-level humanoid robot innovation center, was officially established. It plans to carry out five key tasks including prototypes of universal humanoid robots and universal large models of humanoid robots. It is jointly held by Beijing Yizhuang Investment Holdings Co., Ltd., UBTECH, Xiaomi, and Beijing Jingcheng Electromechanical. The legal representative is Xiong Youjun, CTO of UBTECH.
Beijing humanoid robot companies include Xiaomi, Galaxy Universal Robots, Iron Man, Star Era, Accelerated Evolution, etc.
Shenzhen: the location of the first humanoid robot stock market
In terms of policy, in May 2023, Shenzhen issued the "Shenzhen Action Plan to Accelerate the High-Quality Development of Artificial Intelligence and High-level Applications (2023-2024)", proposing to accelerate the establishment of the Guangdong Provincial Humanoid Robot Manufacturing Innovation Center and support the research and development of innovative products. It also emphasized the use of the manufacturing advantages of the Guangdong-Hong Kong-Macao Greater Bay Area to carry out large-scale application of humanoid robots.
Shenzhen humanoid robot companies include Youbixuan, Xiaopeng Robot, Leju Robot, Pacini Perception, Zhuji Dynamics, etc.
On December 29, 2023, Shenzhen humanoid robot company Youbixuan was officially listed on the main board of the Hong Kong Stock Exchange, and the first humanoid robot stock was officially born.
In addition, there are Zhejiang-based Youlu Robot, Yushu Technology, Zhijiang Laboratory, Wuba Intelligent Technology and Suzhou-based Zhumi Technology...
Generally speaking, Shanghai, Beijing, and Shenzhen are far ahead in the field of humanoid robots by virtue of their respective advantages. The reason is closely related to the good foundation of the robot industry in these three places.
Specifically, the Yangtze River Delta is one of the most economically developed regions in China and an important advanced manufacturing base in China. The vigorous economic development of the Yangtze River Delta region has provided important technology, talents, funds, and information for the robot and intelligent manufacturing equipment industries. and other industrial resource support and application expansion areas. As the core area of the Yangtze River Delta robot industry chain, Shanghai has one-fifth of China's robot output value, with a robot density of 260 units per 10,000 people, more than twice the international average (126 units per 10,000 people).
The Pearl River Delta region is one of the most active regions in the country for the development of the robot industry, among which the Shenzhen robot industry has obvious advantages. Shenzhen focuses on smart manufacturing and promotes the improvement of the intelligent level of robots. By continuously promoting the demonstration application of industrial robots in high-end manufacturing and traditional pillar industries, Shenzhen has deeply cultivated the commercial service robot track and ranks among the top areas in the country's key robotics industry clusters.
Under the strong guidance and support of national policies, Beijing relies on its outstanding location advantages and good manufacturing foundation, and the development quality and added value of the robot industry are relatively high. Beijing has long been a highland for domestic talent gathering and has leading advantages in fields such as medical robots, logistics and unmanned delivery robots, and collaborative robots.
From the perspective of the industrial chain, there are many humanoid robot industry chain companies in Jiangsu, Zhejiang, and Shenzhen. Jiangsu's Green Harmonic, Leili Motor, Guomao, Aoliwei, Minghao Sensing Technology, etc.; Zhejiang's Dual Ring Transmission, Zhongli De, Laifu Harmonic, Fengli Intelligent, Weiguang Electronics, Tuopu Group, etc., as well as Shenzhen's Tongchuan Technology, Hechuan Technology, Huichuan Technology, VEICHI Electric, Leisai Intelligent, Zhaowei Electromechanical, etc.
Conclusion
If the large model represented by ChatGPT has opened a new era of general AI, then multi-modal embodied intelligence and active interactive humanoid robots have given a physical body to the artificial intelligence living in the computer, opening the door for general AI in the future. In physics, a new era of humanoid entities has come into being. It is also a revolutionary upgrade in the robot industry from dedicated to universal, and from single intelligence to general intelligence.
At present, the development of humanoid robots that are intelligent enough to take over the repetitive manual labor of human society will be a general scientific and technological direction that benefits all mankind. It is also a cornerstone of overtaking in the military and economic fields in the context of the era of great power competition. potential opportunities.