原文标题：Is the humanoid robot industry ready for its ChatGPT moment? 原文连结：https://tinyurl.com/6239np28 发布时间：Published Sun, Sep 14 2025 10:21 PM EDT 记者署名：Dylan Butts Victoria Yeo 原文内容： Humanoid robots, which have made significant technological advances this year, may be at the precipice of a ChatGPT-like spike in investment and popularity — or at least, that’s what many in the industry believe. 今年，人形机器人取得了重大的技术进展，或许正站在如同 ChatGPT 一般爆发式投资与 人气高涨的临界点——至少产业内许多人是这样认为的。 So-called humanoid robots are artificial intelligence-powered machines designed to resemble humans in appearance and movement, with expected use cases across the industrial and service sectors. 所谓的人形机器人，是由人工智慧驱动的机械装置，设计上模仿人类的外观与动作，预期 可应用於工业与服务领域。 Makers of these robots have been working on the technology in the background for years. Now, they say they’re ready to unleash the technology into the world. 这些机器人的制造商已经默默研发多年。如今，他们宣称已经准备好将这项技术推向全球 。 “There is a consensus in our industry that the ChatGPT moment for humanoid robots has arrived,” Xiong Youjun, general manager at the Beijing Innovation Center for Humanoid Robotics, said during a panel in Singapore on Thursday, alongside other professionals from China’s robotics industry. 「我们产业内普遍认为，人形机器人的 ChatGPT 时刻已经到来。」北京人形机器人创新 中心总经理熊有军周四在新加坡的一场论坛上，与其他中国机器人专业人士同台时表示。 “This year has been defined as the first year of mass production of humanoid robots,” Xiong, chief technology officer and executive director of robotics firm UBTech, said in Mandarin translated by CNBC. He added that there had been rapid progress in both the mechanical bodies and the AI-powered “brains.” 「今年被定义为人形机器人大规模量产的元年。」同时身兼优必选科技（UBTech）首席技 术长与执行董事的熊有军，用中文（由 CNBC 翻译）补充说，在机械本体与 AI 驱动的「 大脑」方面都有快速进展。 The original “ChatGPT moment” occurred in late 2022, when OpenAI released its groundbreaking generative AI chatbot to the public, leading to mass adoption of large language models and widespread recognition of their potential. 所谓「ChatGPT 时刻」最初发生在 2022 年底，当时 OpenAI 向公众推出突破性的生成式 AI 聊天机器人，促使大型语言模型被广泛采用并获得普遍认可。 Robotics players hoping to recreate that impact include Tesla’s Optimus. Meanwhile, a growing number of humanoid robot start-ups are emerging in China, with companies like Unitree, Galbot, Agibot and UBtech Robotics bringing products to market. 试图复制这种影响力的业者包括特斯拉的 Optimus。同时，中国涌现越来越多的人形机器 人新创企业，如宇树（Unitree）、高博特（Galbot）、Agibot 与优必选（UBTech Robotics），并已开始将产品推向市场。 While humanoid robots are yet to reach a fraction of the adoption seen with generative AI, many experts do expect the technology to have a transformative impact on the global economy in a matter of years. 虽然人形机器人的普及率远不及生成式 AI，但许多专家预期，这项技术在几年内就能对 全球经济产生变革性的影响。 Meanwhile, robots have begun to appear everywhere, from factories to technology conferences and sporting events. 与此同时，从工厂到科技会议甚至体育赛事，机器人已经开始随处可见。 Humanoids pick up steam 人形机器人加速推进 Tesla CEO Elon Musk has said he expects the company to produce 5,000 of its Optimus robots this year, with the technology expected to eventually make up the majority of the EV maker’s business. 特斯拉执行长伊隆·马斯克表示，公司今年预计将生产 5,000 台 Optimus 机器人，且这 项技术最终将成为这家电动车制造商业务的主要部分。 Meanwhile, humanoid robot firms in China say their products are already being used in factories and for commercial services. 与此同时，中国的人形机器人公司则表示，他们的产品已经投入工厂与商业服务使用。 Speaking on Thursday, Zhao Yuli, chief strategy officer at Galbot, said the start-up had already deployed almost 1,000 robots across different businesses. 高博特首席策略官赵雨力周四表示，该新创已在不同企业部署了近 1,000 台机器人。 Other companies, such as UBTech Robotics and Galbot, have also installed robots in local factories, according to local media reports. 据当地媒体报导，包括优必选与高博特在内的公司，也已在本地工厂安装机器人。 According to Zhao, these deployments have come alongside a surge of investor interest and government support in the sector, as well as the maturation of both robotics and generative AI technology. 赵雨力指出，这些部署伴随着投资人兴趣的涌现与政府的支持，同时也得益於机器人技术 与生成式 AI 的成熟。 Industry experts noted that this maturation in technology has been on display at a number of conferences and events this year, such as China’s World Humanoid Robotics Game, which sees robots compete in practical scenarios. 产业专家指出，技术的成熟已在今年的多场会议与活动中展现，例如中国的「世界人形机 器人大赛」，让机器人在实际场景中竞技。 Galbot won a gold medal in the Robot Skills event after placing first in a pharmaceutical sorting challenge. 高博特在机器人技能赛事中获得金牌，并在药品分拣挑战赛中夺得第一。 Improvements in Chinese humanoid robots’ motion control have also been on display in recent months at sporting events such as marathons and boxing matches. 近几个月，中国人形机器人在动作控制上的提升，也在马拉松、拳击赛等体育活动中展现 。 Guo Yandong, founder and CEO of AI2 Robotics, added that improvements in generative AI have also enabled robots to learn on the job rather than rely solely on preset commands, a shift that could expand the uses of humanoids across sectors. AI2 Robotics 创办人兼执行长郭彦东补充说，生成式 AI 的进步也使机器人能在工作中 学习，而非仅依赖预设指令，这一转变可望拓展人形机器人在各行各业的应用。 Not so fast 别太急 Despite the hype from humanoid robotics companies, however, many experts resist the idea that mass public adoption will occur anytime soon. 然而，尽管人形机器人公司大肆宣传，许多专家仍不认为大众会在短期内大量采用这项技 术。 “Humanoids won’t arrive all at once in a ChatGPT moment, but slowly enter more and more positions as their capabilities increase,” said Reyk Knuhtsen, analyst at SemiAnalysis, an independent research and analysis company specializing in semiconductors and AI. He added that their first uses will be in low-stakes, failure-tolerant tasks. 「人形机器人不会像 ChatGPT 那样突然全面到来，而是会随着能力提升逐步进入更多岗 位。」专精半导体与 AI 的独立研究公司 SemiAnalysis 分析师 Reyk Knuhtsen 说。他 补充，人形机器人最初的应用会是在低风险、容错率高的任务中。 That’s not to mention long manufacturing timelines and high costs, which will also slow adoption compared to generative AI, he added. 他还指出，漫长的制造周期与高昂成本，也会使其普及速度比生成式 AI 更慢。 Even UBTech’s Xiong conceded that some hurdles remain for the sector, such as ethical considerations, laws and regulations that need to be addressed. 就连优必选的熊有军也承认，这个产业仍面临一些障碍，例如必须解决的伦理问题、法律 与监管挑战。 Still, analyst Knuhtsen expects investment in the space to continue as long as the autonomy of the robots continues to improve. 尽管如此，Knuhtsen 仍预期，只要机器人的自主性持续提升，这一领域的投资将会延续 。 “The market opportunity for humanoids is enormous, contingent on how well the AI performs ... If the technology works, it has the chance to transform many labor processes around the world,” he said. 「人形机器人的市场机会非常巨大，关键在於 AI 的表现……如果技术奏效，它将有机会 改变全球许多劳动流程。」他说。 Merrill Lynch analysts recently estimated in a research note that global humanoid robot shipments will reach 18,000 units in 2025 from 2,500 units last year. It also predicts a global robot “population” of 3 billion by 2060. 美林分析师近期在研究报告中估计，全球人形机器人出货量将从去年的 2,500 台增至 2025 年的 18,000 台，并预测到 2060 年全球「机器人族群」将达到 30 亿。 心得/评论： 支持者（产业内人士，如熊有军、赵雨力、马斯克） 立场：人形机器人产业已经迎来「ChatGPT 时刻」， 技术成熟、量产开始，应用正快速扩展。 理由： 机械本体与 AI 大脑同步进步。 已经在工厂与商业服务中投入使用。 投资人与政府支持明显增加。 有如特斯拉、优必选等大公司带头，还有中国新创企业加速推进。 目标：塑造产业热潮，吸引更多投资与市场关注。 质疑者（分析师、部分专家） 立场：不会像 ChatGPT 一样短期爆发，大规模普及还需很久。 理由： 高成本与长制造周期。 初期应用局限於低风险、容错性高的工作。 存在伦理、法律与监管障碍。 观点：人形机器人的成长会是「渐进式」而非「爆发式」。 共识 虽然对「速度」有分歧，但双方都承认市场规模巨大， 若 AI 自主性与实用性真正落地，对劳动力与经济的改变将是深远的。 --

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