The wave of AI continues to rise.

The typical field of robotics is growing rapidly. The 2025 China Robotics Industry Development Conference, hosted by the China Machinery Industry Federation and other organizations, recently held a news conference. According to the conference data, t

As a key carrier and core implementation direction of AI, robots are injecting new energy into industrial transformation. This trend is more commonly known as embodied intelligence, which refers to intelligent agents with physical carriers that can p

In terms of definition, embodied intelligence includes not only humanoid or other forms of robots, but also drones and smart cars equipped with AI models. Among embodied intelligence, the humanoid robot industry is particularly eye-catching. From ove

On October 29th, 2025, Norwegian technology company 1X released the home humanoid robot NEO. Bookings are open with a price tag of around $20,000 (approximately RMB 142,000) or a monthly subscription fee of $499 (approximately RMB 3,500), and deliver

Since ChatGPT ignited the global AI craze in November 2022, AI has quickly entered the public's eye, changing from out-of-reach high-end technology to a tool that everyone can use. The "Generative Artificial Intelligence Application Development Repor

The development of generative artificial intelligence, or generative AI and AIGC, has boosted related fields, particularly embodied intelligence. This has brought the scenarios of human-robot coexistence in sci-fi works such as 'I, Robot' and 'Wall-E

01

Solve Action Challenges

These days, humanoid robots are iteratively updated rapidly.

The robot performance is quite eye-catching. At the CCTV Spring Festival Gala in January 2025,"Rice Bot" performed by Yushu Technology robot H1 only twisted the body and rotated the handkerchief according to the rhythm, and the movements were relativ

Yushu Technology's robot-related performance videos have been quickly spread on platforms such as Douyin and Kuaishou, and the current video likes have exceeded 1.3 million. Some users have expressed in the comments that the robot's movements were in

The breakthrough progress of robots is the result of decades of sustained accumulation of technological development.

It is important to note that Alan Turing, the founder of AI, already proposed in his 1950 paper that intelligence must be based on physical entities that can dynamically interact with the outside world in order to develop. However, due to technologic

During the Fukushima nuclear power plant accident in 2011, mature robots with actual operational capabilities were not available at the rescue site. The limited equipment was frequently trapped in complex radiation environments, and even stumbled ove

The first Defense Advanced Research Projects Agency Robotics Challenge in the United States was launched in October 2012, but the winner was not determined until June 2015. The finals required robots to perform tasks such as reaching the designated a

The video of the final caused public debate at that time - the robot moved slowly and made many mistakes, which was far from the public's expectation of a nimble and intelligent assistant.

As a leading humanoid robotics company globally, Boston Dynamics, established in 1992, was once an industry pioneer. In 2017, Atlas by Boston Dynamics already showed back somersaults. However, Atlas originally used a hydraulic drive system which was

The reason why the somersaulting action is regarded as a key milestone in robotics technology is that it systematically integrates and promotes the progress of multiple core fields such as robot hardware design, dynamic control, and real-time decisio

According to Hai Ke Finance, to complete a somersault action, the robot's drive system must instantaneously release a sufficient amount of power density, and the high load duration must be very short; the system needs to solve the six-degree-of-freed

New players such as Yushu Technology have abandoned hydraulic drive solutions and chosen pure electric drive technology, overcoming the previous issue of electric drives having less power than hydraulic drives. By developing high-torque motors and li

Boston Dynamics also launched the electric-driven Atlas in April 2024, marking wider recognition of the technology path of electric drive. In February 2025, China's Zhongqing Robotics successfully completed the first global robot front flip, achievin

02

Where Does Intelligence Come From

The breakthrough of difficult moves such as somersaulting is not just about technical display, it holds much more significance.

These actions systematically verify the maturity of the whole machine control system and key components, laying a foundation for the application of robots in complex real-world environments. In a public demonstration in September 2025, the Yushu robo

This marks another acceleration in the process of robots moving from the laboratory into complex real-world environments.

Since the breakthrough of AIGC in 2022 and Tesla's launch of the robot Optimus prototype, the global humanoid robot industry has entered a period of rapid development. According to a research report released by Guotai Jianton Securities in November 2

It should be noted that players in the robotics industry can be divided into two development paths based on their business focus: hardware and software. Hardware-based companies take the robot body as the core breakthrough point, focusing on the inde

Software-based companies start more from specific intelligent technology, using cutting-edge brain capabilities such as visual language models, world models, and simulated synthetic data as the starting point for research and development. They usuall

In the early stages of artificial intelligence technology, robots were fully dependent on precisely programmed trajectories to perform tasks, making them essentially similar to traditional production equipment. As demonstrated by Boston Dynamics' Atl

Afterwards, robot learning entered the data-driven phase, acquiring skills through observation, imitation, and repeated trial and error. Further ahead, there is a deep integration of intelligent systems and autonomous learning, where robots begin to

After announcing its termination of cooperation with OpenAI in February 2025, the leading overseas player Figure AI shifted to independent research on end-to-end AI models. It is claimed that their large AI model Helix has achieved significant techno

Chinese robotics company ZhiYuan announced in September 2025 the full openness of its general embodied base model GO-1. This model adopts the innovative ViLLA architecture, making it the world's first general embodied intelligence model that adopts a

In addition, new players such as Physical Intelligence and Skild AI in the United States are exploring the frontier field of world models, aiming to build an internal physical world model for robots that can predict the outcomes of their actions.

03

There are still many challenges.

The robotics industry has begun to establish a systematic framework for technological development.

Based on the analogy of the L1 to L5 autonomous driving classification system, the Zhiyuan Robot has proposed a G1 to G5 embodiment intelligence technology roadmap. According to Haike Finance, G1 level is customized for specific scenarios and lacks c

Generalization is an extremely important challenge as robot technology moves to higher levels.

Generalization refers to the ability of robots to flexibly perform multiple tasks in different scenarios without the need for retraining or adjustment for each new scenario. Currently, the skills that robots have mastered in specific environments are

The root of this challenge lies in the infinite complexity of the real world. Real environments are open and dynamically changing, and the combinations of factors such as object shape, material, placement angle, lighting, and background interference

The Beijing Yizhuang Robot Marathon, which was mocked by many internet users, is a good example. In April 2025, this humanoid robot marathon brought together over 300 well-known robot and smart manufacturing eco-enterprises. The participating robots

Videos related to the Neo robot from 1X Company demonstrate the current level of household robots. Neo spent over a minute to complete a basic task of fetching water from a refrigerator three meters away, while humans can do the same task in just a f

The acquisition and utilization of robot training data is also a key problem that needs to be solved urgently.]

If virtual simulation environments are used to generate training data, robots must face the issue of Sim-to-Real Gap. The complexity of physical parameters, sensor noise, and environmental interactions in the virtual world are difficult to fully repl

If relying solely on data collected in a real-world environment, there would be significant time costs and hardware losses, posing practical challenges to scaling up. For example, Tesla chose to integrate its own Dojo training center, encouraging the

Although robot technology still faces many challenges, the development trend of embodied intelligence as the core direction of the technology frontier is unstoppable. In this emerging field, domestic companies are actively making layouts and have mad

Policy level has also sent out clear support signals. In the government work report released by the State Council in March 2025, it was explicitly proposed that the country will focus on cultivating and expanding emerging industries and future indust

Currently, the evolution of robotics follows a path remarkably similar to the development of the smartphone industry. In the early stages, various manufacturers competed independently, with technology at a stage of differentiation and exploration, gr

This breakthrough is not just an improvement in technical parameters, but a fundamental change in user experience. In the field of AI, it is like ChatGPT appearing in the world, transforming AI from a laboratory concept to a daily part of life. Mass

This article is from the WeChat public account “Haike Finance”