From boxing ring to playing football on the green field; Moving from the stage to the factory; From home care and health services to auxiliary security inspections... Currently, the key technologies of embodied intelligent products continue to break through, and the industrialization pace from laboratories to the market has significantly accelerated. At the same time, many furniture robot companies have frequently received large orders, and investment and financing in related fields remain highly popular.

　　The proposal for the 15th Five Year Plan proposes to proactively layout future industries and promote embodied intelligence as a new economic growth point. Related research predicts that the size of the embodied intelligence market is expected to exceed one trillion yuan by 2035, which will drive further leaps in new quality productivity in multiple application fields such as transportation and logistics, industrial manufacturing, and commercial services.

Deeply cultivate industry technological innovation

　　On November 20th, Zhiyuan Robot Expedition A2 successfully completed the 106.286 kilometer inter provincial walking challenge, setting a Guinness World Record for the world's first inter provincial walking of a humanoid robot.

　The complexity of the environment is not a small challenge, and the core technical capabilities of humanoid robots have been verified through practical experience, "said Wang Chuang, partner of Zhiyuan Robotics. Robots have to deal with various complex road conditions such as asphalt and tiles. For this reason, the R&D team has strengthened the perception system of the robot.

　Models, platforms, and other software are also constantly innovating, providing technical support for embodied intelligence's "brain" and "senses".

　Not long ago, the Beijing Humanoid Robot Innovation Center fully opened sourced a embodied intelligent visual language model Pelican-VL 1.0. The R&D personnel of the center told reporters that Pelican VL plays the role of a "visual language brain", providing robots with powerful environmental perception and command understanding capabilities in real scenarios such as commercial services, industry, and high-risk special operations.

The rapid development of embodied intelligence technology benefits from advances in artificial intelligence big models, robot manufacturing, and other aspects in China. The reporter learned from the Ministry of Industry and Information Technology that China has formed a complete artificial intelligence industry system, with a core industry scale of over 900 billion yuan. The number of industrial robots has increased from 960000 in 2020 to 2.03 million in 2024, doubling within four years. Innovative products such as quadruped and humanoid robots continuously break through in motion control and intelligent decision-making capabilities.

　　Embodied intelligence is a fusion of various cutting-edge technologies, and China has entered the world's first camp in AI sub fields such as computer vision and natural language processing, and is in a leading position in the research and development of 5G, 5G Advanced, and 6G. ”According to Hao Lulu, an analyst at the Advanced Manufacturing Research Center of CCID Consulting.

Application landing with multi-point flowering

　　While key technologies continue to break through, the application of embodied intelligence is blooming in multiple ways, accelerating the pace from "laboratory technology" to "large-scale application".

Recently, the first batch of hundreds of full-size industrial humanoid robots Walker S2 from Ubiquitous have officially started mass production and delivery, and will be put into frontline industrial applications in batches.

　　Since the beginning of this year, the cumulative order amount of Walker series humanoid robots has exceeded 800 million yuan. ”Tan Min, Chief Brand Officer of Ubiquitous, stated that in response to the growing market demand, the company has identified a plan to ramp up production capacity. It is expected that by 2026, the annual production capacity of industrial humanoid robots will reach 5000 units.

In the eyes of industry insiders, with the landing of enterprise orders and the expansion of application scenarios, the commercial potential of embodied intelligence will continue to be released.

　This will stimulate the demand of the entire industry chain, "said Chang'an Yun, Deputy Director of the Artificial Intelligence Research Institute at the Saizhi Industry Research Institute. In the upstream of the industry chain, core components such as AI chips, operating systems, machine vision, LiDAR, high-precision reducers, servo motors, etc. will usher in huge market opportunities. Downstream in the industrial chain, system integrators and application software developers who provide customized solutions for different industries will have a vast blue ocean market.

　The "China Development Report 2025" released by the Development Research Center of the State Council shows that the size of the embodied intelligence market is expected to reach 400 billion yuan by 2030 and exceed one trillion yuan by 2035.

Enterprises with high enthusiasm for industrial financing

　　Faced with vast development space, the embodied intelligence field is experiencing a wave of investment and financing.

　　After recently completing hundreds of millions of yuan in angel round financing, Anhui Lingdong General Robot Technology Co., Ltd. is accelerating the research and industrialization of the company's industry level embodied VLA large model and embodied general robot. The founder and CEO of the company, Ji Chao, told reporters that embodied intelligence is currently in a critical stage of transitioning from a laboratory to large-scale implementation, requiring long-term capital and patient support for computing power investment, data collection, hardware iteration, and large-scale verification.

　　In Hao Lulu's view, China's venture capital and industrial investment funds have a high sensitivity to the embodied intelligence industry, helping startups accelerate technological innovation, pilot testing, and scale expansion.

　In addition to financial support, a series of policies continue to increase guidance from top-level design to local practice. Facing future development, the "15th Five Year Plan" proposes to proactively layout future industries and promote embodied intelligence as a new economic growth point.

　　The field of embodied intelligence contains enormous market potential and development opportunities, and breaking through core technologies is still the key to industrial development, "said Hao Lulu." We should focus on breaking through key core components such as joint modules and dexterous hands, and make good use of digital twins and high-performance simulation technology

　　An Yun stated that overall, embodied intelligence is still in its early stages of development, and its development itself is a marathon of technology, capital, and time. In the future, the development of embodied intelligence can adopt a "laying eggs along the way" strategy, starting from rigid demand and relatively structured scenarios such as industrial manufacturing, logistics, and inspection, to achieve a commercial closed loop, and then gradually expanding to more complex scenarios.