The everbright research report points out that the balance and mobility of humanoid robots have generally reached a relatively mature level. The core factor restricting further expansion of the industry is training, especially the training that achieves further capability generalization. The fundamental reason is that, unlike the vast resources of text and images, high-quality motion materials for robots are relatively scarce. The year 2025 is still defined as the year of capability maturation for humanoid robots, which will enrich training materials through large-scale scene deployments and further feedback to the robot capabilities. During this period, closely monitor the completion of large-scale deployments, innovation in training methods, the achievement of milestone results, and the resulting industry catalysis. There is a strong bullish outlook for the humanoid robot industry.
光大证券:坚定看好人形机器人产业
Everbright Securities: Firmly bullish on the humanoid robot industry.
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