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人形机器人泡沫正在形成,中国发出警示。

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人形机器人泡沫正在形成,中国发出警示。

内容来源:https://www.theverge.com/news/831451/china-humanoid-robotics-bubble

内容总结:

国家发展改革委新闻发言人李超在11月9日举行的新闻发布会上指出,我国人形机器人产业已出现潜在泡沫化风险。尽管该领域被列为国家优先发展的前沿技术,但目前存在应用场景有限、投资过热隐忧。

李超表示,当前国内已有超过150家人形机器人企业,其中超半数为初创企业或跨界入局者。在商业化应用尚未成熟的情况下,大量资本持续涌入,可能导致研发资源分散和产品同质化现象加剧。他强调产业发展需"把握好发展与风险的平衡",避免低水平重复建设。

此次预警引发市场广泛关注。作为被赋予战略意义的新兴产业,人形机器人领域首次获得官方风险提示,显示出监管部门引导产业健康发展的审慎态度。

中文翻译:

人形机器人产业初现泡沫化隐忧。中国最高经济规划部门9月5日警示,该领域可能正在形成投资泡沫。此番预警发布之际,越来越多迹象显示与之密切关联的人工智能行业泡沫濒临破裂。

尽管人形机器人实际落地应用有限,资本仍持续涌入这一赛道。国家发展改革委新闻发言人李超在记者会上指出,我国人形机器人产业需把握"技术进步与风险防控的平衡"。他表示,在应用场景尚未得到充分验证的情况下,大量资本涌入可能导致研发经费分散,催生大量"低水平重复"产品。

据披露,目前国内已有逾150家人形机器人企业,其中超半数为初创企业或跨界入局者。此次预警标志着官方对这个战略性新兴产业罕见发出风险提示——今年初,我国刚将人形机器人背后的"具身智能"技术列为重点发展方向。

【相关阅读】

英文来源:

A humanoid robot bubble could be brewing, warned China’s leading economic planning agency on Thursday. The alert comes amid growing fears that a bubble in a related industry — AI — is about to burst.
A humanoid robot-shaped bubble is forming, China warns
There are few proven uses for humanoid robots, but that hasn’t stopped investment pouring in.
There are few proven uses for humanoid robots, but that hasn’t stopped investment pouring in.
Speaking at a press briefing, National Development and Reform Commission spokesperson Li Chao said China’s humanoid robotics industry needs to balance “the speed of growth against the risk of bubbles.” Investment has been pouring into the sector despite there being few proven use cases for the bots, Li said, risking a flood of “highly similar” models as funding for research and development shrinks.
More than 150 humanoid robotics companies are operating in China, Li said. More than half are startups or entrants from other industries.
The warning marks a rare note of caution from Beijing for an industry it has declared vital for future economic growth. Earlier this year, China designated embodied intelligence — the technology behind humanoid robotics — a national priority.
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