具身智能成2025最大风口:资本狂热下的技术攻坚路

中国家电网
Nov 10

2025 年中国具身智能产业迎来爆发式增长,11 月 5 日小鹏汽车发布的 “IRON” 人形机器人踩着猫步亮相,以仿人脊椎、22 自由度灵巧手等特性被称 “最拟人机”,却要到 2026 年底才能量产。这一现象折射出行业 “热概念、冷技术” 的现状 —— 市场规模预计达 52.95 亿元,人形机器人销量将从 2024 年数百台飙升至 2 万台,资本追捧与技术滞后形成鲜明对比。资本市场已成主战场。...

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