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From "one person" to "one chain" my country's humanoid robot industry chain "broads all over the world"
2025-05-04 source:CCTV.com

CCTV News: At the beginning of 2025, whether it is the "traffic responsibility" on the Spring Festival Gala stage - a dancing robot, or a humanoid robot that continues to froze at the Harbin Asian Winter Games, it is not difficult to find that the humanoid robot, which was once regarded as a future imagination, has begun to stand at the center of the global technology stage. As a new hot spot in the science and technology industry after big model technology, humanoid robots are becoming an important breakthrough for "artificial intelligence +". The global market is accelerating its layout in the robot industry, and a new wave of technology has come. More and more flexible humanoid robots are practicing "eighteen martial arts"

Now, humanoid robots are appearing more and more frequently in people's lives. In Nanshan District, Shenzhen, there is a "robot policeman" that has come to work, and it is also known as "the robot that walks the most like a human."

This humanoid robot is "interning" on the streets of Shenzhen, with a height of 138 cm. The pace that "looks most like a human" is thanks to its unique gait algorithm. However, from walking naturally to walking stably, it is necessary to go through more tests of complex road conditions.

This is the humanoid robot that unveiled at the Asian Winter Games in 2025. It is 1.66 meters tall and weighs 55 kilograms. There are about 40 degrees of freedom in the whole body, and you can run in an environment of minus 7℃ for about half an hour.

Dance yangko, assembly parts, assembling tour guides, delivering express delivery... The increasingly flexible humanoid robots are constantly accumulating experience in their interactions with the real world. The increasingly sophisticated skills have also opened up more commercial implementation scenarios for them. Becoming smarter, AI big models reshape the robot's "brain"

Robots are divided into "brain" and "cerebellum" from software algorithm strategies. The "brain" is responsible for perceiving the outside world and simulating human thinking, while the "cerebellum" imitates organisms for complex movement, that is, motion control. Thanks to the mature manufacturing system and cost advantages, my country has significant advantages in the "body" link of robots. The increasingly smart "brain" is promoting the robot industry to achieve leapfrog development. This humanoid robot adopts the "big model + small model" architectural scheme. The big model is used as the "brain" to process multimodal information such as voice, graphics and spatial location, understand the scene and tasks to plan, and then the small model performs specific tasks.

At the beginning of 2025, the domestic DeepSeek model, which caused shock in the global AI market, not only reshapes the algorithm ecosystem with the attributes of open source technology and low cost, but also quickly ignits the enthusiasm of the humanoid robot industry. Many manufacturers have connected to the DeepSeek model and started upgrading. More and more efficient, the humanoid robot industry chain is "blooming with flowers". The autonomy of technology is accelerating the application of humanoid robots in my country from concept to reality. The inseparable upstream and downstream are also promoting the coordinated development of humanoid robots from "one person" to "one chain".

Running, mountaineering, serving tea, sorting, humanoid robots "each performs their duties" in different tracks.

Limbs, joints, eyes, brain, in different bodies, each "organ" has its own strengths.

Thanks to the mature supply chain and complete industrial ecology, the upstream and downstream of the domestic humanoid robot industry have formed a "cluster effect". Taking Shenzhen, Guangdong as an example, the localization rate of the supply chain of robot manufacturers has exceeded 60%. Nanshan District alone has gathered more than 200 upstream and downstream enterprises and institutions in the humanoid robot industry chain.

The list of top 100 humanoid robots recently released by Morgan Stanley shows that Chinese companies account for more than one-third, and 7 companies in Shenzhen alone were selected. Among them, it not only includes robot complete machines, but also key companies that provide solutions for the body's "circulation system".

Whether it is a reducer, sensor or precision structural parts, the efficient coordination of the local supply chain can form a co-construction effect between the upstream and downstream of the industry and take the lead in breaking through the cost bottleneck. The coordinated efforts of policy scenario innovation and the industrial end are accelerating the implementation of humanoid robots on a large scale.

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