兰䢴蔠倝灇瑕⚥䗱2026䎃5剢 呍䗱峯㻋 Ⰼ 遤 ⚌ 1 .Ⰼ 椕 Ⱘ 魧 兰 腊 곭 㚖 䊺 模 䧭鵛2 0♰⟝涸넞餘ꆀ䪮助獤稡 䎇 ✵2 0 2 4䎃鵳Ⰶ倝旘〄劍2 .Ⱘ 魧 兰 腊 倝 ꅾ 䗱 姻 ➢ 劼 唒 劥 ⡤ 鲮 ぢ 兰 腊 禹 絡 䒓 ➢劼唒鵳⻊ⵌ兰腊鵳⻊涸 薴 䒭 鲮 獴 㣐 腰 㽻 1 .㖈 㣐 垷 㘗 ♸ 劼 㐼 ➃ 輑 ざ 馋 ⸷ 䲀 ⸓ ♴ 㣐 腰 㽻 䪮 助 ⚁ ⵄ荈2 0 2 2䎃鵳Ⰶ䭷侨紩㟞2 .Ⰼ 椕 㣐 腰 㽻 䪮 助 姻 ➢ 䠭 濼 끮 ⸓ 鵄 ぢ雩濼끮⸓♸鲱炽⼸ず倝媯3 .务㕂䊺 䧭 ⚹ Ⰼ 椕 Ⱘ 魧 兰 腊 㣐 腰 㽻剒⚺銳涸倝勻彂㕂 湱 Ⱒ ⚁ ⵄ ⽑ 嫱 䱹 鵛7 6 % 㼭 腰 㽻 1 .姿䙖♸䎂邂䱽ⵖ⚁ⵄ⽑ 嫱 5 8 . 3 % 珘 㾀㼭腰㽻껷⡙ 䧴 僽 Ⱘ 魧 兰 腊 ㉁ ⚌ ⻊ 涸 Ⱒ ꝶ2 .㼭 腰 Ɀ 㹁 ✫劼㐼➃腊や畀珘⚆歲 珘 㹁 䚍 ㄤ 礵 䏞 鷅 宠 雮 ⠔ ⸓ 涸 劼 㐼 䧭 ⚹ 礵 㺙 ⸣ ⸓ 姿3 .T o p 5溁 䋑 Ⱏ 餑 柄5 4 . 2 %寐蔼㖈㼭腰㽻⚁ⵄ歍霼ꆀ导馄䎛⚎ 肈 ⡤ 㽻 1 .⾝ 䊫 䩛 ♸ 劣 畮 䪄 遤 㐼 ⚁ ⵄ ⽑ 研 ⼱ 㠗 寐 㿋 腊彂盗椚佪⡲⚌䧴僽♴♧⚡⚁ⵄ邉緃挿2 .肈 ⡤ 㽻 ⚁ ⵄ 娥 煬꣭ 劥㟞佪涸 ず 傞 鷅宠➢腊⸓ⵌ㥩欽3 .务 㕂 肈 ⡤ 㽻 䪮 助 ⚁ ⵄ ⽑ Ⰼ 椕 鵛 ⼱ 2 0 2 6䎃䧴鵓勻ꆀ❡䊨玐⻊ 媯 涸 旘 〄 䒭 㟞 灇瑕霹僈 灇瑕胜兞 务Ⱘ魧兰腊鄄䬒鍒荛㣐腰ˋ⥌䜂䠭濼㽻ˋ錠錣䠭濼瘝♲紩㶩湡䔶模侮䪮助湡䔶霫錛♴곜կ ➢2025䎃➃䕎劼㐼➃涬♳僱儻莺〵ⵌⰨ魧兰腊껷妃ⱗⰆշ筛䏎䊨⡲䫣デո鵯♧ⰯⰨ帿⾩䪮助獤巤♸䔂⸢〄㾝⸓腊涸屠❡⚌姻䒭鵄Ⰶ錞垷⻊〄㾝涸⾎〷䬥挿կ㖈鵯♧Ⱒꝶ璬〡劍兰䢴蔠䋞劅⣜䩯Ⰼ椕⚁ⵄ侨研⠏⸷禹絡錜㻋Ⱘ魧兰腊❡⚌涸䪮助獤稡ծ灇〄暵䖄♸〄㾝馋⸷⚹鵯♧Ⱘ㢊鵴劍♰➉紩䧭悶⸂涸❡⚌䲿⣘勻荈䪮助倝錠錭涸絕匬⻊鍒靀կ 痦✳䲿》呍䗱䪮助Ⱒꝶ霒կ㖈僈烁♲紩䪮助湡䔶涸㛇炄♳劥灇瑕絩絯絕ざAI䊨Ⱘ鳇⸔♸➃䊨吥낉㔵絗ぐ絈ⴔ倰ぢ䲿》蕯䎁呍䗱䪮助Ⱒꝶ霒կ⢾㥵㖈錠錣䠭濼♲紩㶩湡䔶♴䲿》㕃⫸霋ⵆծ湡叻唬崵ծ♲絶錠錣ծ錠錣㹁⡙瘝䪮助Ⱒꝶ霒կ 痦♲匬䒊絆ざ⚁ⵄ唬程䒭կ湬䱹⟄䪮助Ⱒꝶ霒鵳遤唬程〳腊䒸Ⰶ㣐ꆀꬋⰨ魧兰腊곭㚖涸㐾갉⚁ⵄկ㔔姼劥灇瑕鵳♧姿鸑鵂䋒㼷鵘皾匬䒊絆ざ唬程䒭㼜䪮助Ⱒꝶ霒♸劼㐼➃ծ➃䕎劼㐼➃ծ㔋駈劼㐼➃ծ劼唒苮瘝Ⱘ魧兰腊湱Ⱒꣳ㹁勵⟝湱絕ざ➢罜㽴〳腊癃鷥ⴀ♸Ⱘ魧兰腊❡⚌넞䏞湱Ⱒ涸⚁ⵄ呋劥կ 灇瑕倰岁 歋✵梡剣IPCծCPC瘝㕂꣢⚁ⵄⴔ碫⡤禹㼿劢ꛏ㼆Ⱘ魧兰腊䕎䧭⚁꡶⚂模侮涸ⴔ碫〡䖈ꦼ⟄湬䱹鸑鵂♧⚡䧴蕯䎁㔿㹁ⴔ碫〿霋ⵆⰨ魧兰腊湱Ⱒ⚁ⵄկ㔔姼劥灇瑕ꅷ欽Ⱒꝶ霒唬程岁匬䒊Ⱘ魧兰腊⚁ⵄ侨研䎽䎇⟄姼⚹㛇炄䒓㾝た絯ぐ碫侨研ⴔ區♸鍒靀կ 鸑鵂♳鶣倰岁劥灇瑕䋞劅➢⚁ⵄ侨研錠錭㽴〳腊鵮⾲Ⱘ魧兰腊곭㚖涸䪮助獤稡ծ灇〄崞駟䏞♸倝倰ぢկ Ⱒꝶ霒唬程岁涸呍䗱鹤鳓僽鸑鵂霋ⵆⰨ魧兰腊곭㚖涸呍䗱䪮助Ⱒꝶ霒ⴼ倗⚁ⵄ俒劥涸叻곿/䶰銳/勉ⵄ銳宠务僽や銻渷♳鶣Ⱒꝶ霒➢罜癃鷥ⴀ㾩✵Ⱘ魧兰腊곭㚖涸湱Ⱒ⚁ⵄկⰨ⡤罜鎊ⴔ⚹⟄♴♲⚡姿낢 告銳霹僈涸僽Ⱘ魧兰腊➠㢅✵䘯鸟〄㾝媯Ⱖ❡⚌鴝歲ծ䪮助ⰻ巑♸䎾欽䕎䙖➠㖈䭯絯怵鵳ず傞❡⚌Ꝇ䬒鍒ծ䪮助Ⱒꝶ霒鷥》⿺唬程䒭匬䒊⛲♶〳鼙⯝「ⵌⰖ䒓餴俱銻渷薴㔵ㄤ灇瑕罏ⴼ倗涸䕧ㆇ♶ず灇瑕罏〳腊䕎䧭㶸㖈䊵䒗涸灇瑕絕卓կ㔔姼劥灇瑕刿鷓ざ⡲⚹錜㻋Ⱘ魧兰腊䪮助〄㾝涸罌⣜研⛲䋞劅⟄姼䫘灉䒸桪⚹⚌ⰻ湱Ⱒ灇瑕䲿⣘♧㹁罌䎇妅鵓刿㢴ず遤❜崨雭雿կ 痦♧䬒鍒Ⱘ魧兰腊❡⚌Ꝇկ鸑鵂唙椚遤⚌灇瑕䫣デծ筛瘻俒⟝ծ㷖助雿俒⿺湱ⰢⰖ䒓餴俱劥灇瑕껷⯓㼆Ⱘ魧兰腊❡⚌Ꝇ鵳遤䔱紵䬒鍒䕎䧭♧紩ծ✳紩䪮助湡䔶㖈姼㛇炄♳鵳♧姿絕ざAI䊨Ⱘ鳇⸔♸➃䊨吥낉㼆ぐ✳紩湡䔶♴涸絈ⴔ倰ぢ鵳遤的㾝䕎䧭♲紩䪮助湡䔶կ⢾㥵㖈劥灇瑕 湡䔶 Ⱘ魧兰腊遤⚌〄㾝嚋ⲃⰨ魧兰腊遤⚌䪮助䪊䲽㣐腰㽻⚁ⵄ䪮助峯㻋㼭腰㽻⚁ⵄ䪮助峯㻋肈⡤㽻⚁ⵄ䪮助峯㻋Ⱘ魧兰腊Ⱙ㘗⟱⚌鍒靀1.2.3.4.5.6. 1.Ⱘ魧兰腊遤⚌〄㾝嚋ⲃ 1 . 1Ⱘ魧兰腊㹁⛐ Ⱘ魧兰腊雮AI饥ⴀ侨㶶瑟ꢂ⟄暟椚㹊⡤䠭濼⚆歲ծ椚鍒梠㞯䎇♸⛓荈⚺❜✽ Ⱘ魧兰腊Embodied Artificial Intelligence, EAI僽䭷㼜➃䊨兰腊腊⸂䅺Ⰶ劼㐼➃瘝暟椚鲿⡤⢪兰腊⡤腊㢿㖈溫㹊暟椚梠㞯务鸑鵂㢴垷䙖䠭濼ծ雩濼Ɀ瘻♸⸓⡲䪄遤模䧭⟣⸉涸兰腊薴䒭կⰦ呍䗱暵䖄㖈✵➃䊨兰腊♶ⱄ⨢殆✵侨㶶瑟ꢂ罜僽鸑鵂㹊⡤禹絡♸㢪鿈梠㞯䭯絯❜✽㖈䠭濼ˋ椚鍒ˋ遤⸓ˋ导껩涸梠务♶倗⠏⻊遤⚹腊姿կ♸⠛絡⟄⥌䜂㢅椚⚹⚺涸AI湱嫱Ⱘ魧兰腊䔂靈雩濼腊姿♸暟椚䪄遤腊姿涸絡♧鄄錠⚹䲀⸓AI➢侨㶶⚆歲饥ぢ暟椚⚆歲涸ꅾ銳騟䖈կ➢劍❡⚌錠錭溏Ⱘ魧兰腊剣劅〄㾝⚹〳錞垷鿈縭涸鸑欽㘗暟椚兰腊⡤䎛岌䎾欽✵ⵖ鸣ծ暟崨ծ㹻䏭剪⸉ծ⼕毫撑䫡瘝㖞兞䧭⚹♴♧去欰❡姿㛇炄霃倶⛓♧կ Ⱘ魧兰腊(Embodied AI) = ➃䊨兰腊(AI) + 暟椚鲿⡤(Physical) + 㢴垷䙖䠭濼(Perception) + 荈⚺❜✽(Interaction) “ “ “ “ Embodied AI integrates artificial intelligence into physical entities like robots, endowing them with the ability to perceive, learn from, and dynamically interact with their environment. Embodied AI refers to the integration of artificial intelligence into physical systems, enabling them to interact with the physical world. Ⱘ魧兰腊䭷♸暟椚㹊⡤輑ざ涸➃䊨兰腊腊荈⚺♸暟椚⚆歲❜✽䎇鷓䎾梠㞯կ Ⱘ魧兰腊♶➑➑僽➃䊨兰腊+劼㐼➃罜僽➃䊨兰腊鸑鵂暟椚劥⡤♸梠㞯❜✽㹊梡濼遤ざ♧涸絾ざ兰腊կ 勻彂շⰨ魧兰腊禹絡呥卹⿺腊⸂銳宠ո2025䎃〄䋒 勻彂:A Brief History of Embodied Artificial Intelligence, and its Outlook繠㕂雦皾劼⼸⠔2024䎃〄䋒 勻彂շⰨ魧兰腊〄㾝䫣デ2025䎃ո务㕂⥌䜂鸑⥌灇瑕ꤎㄤ幡⼶㣐㷖歏㶩䊨玐禹2026䎃〄䋒 勻彂What Is Embodied AI?薉⠚鴪2024䎃〄䋒 1 . 2⚺銳䎾欽㖞兞 Ⱘ魧兰腊㖈欰❡♸剪⸉㖞兞桧⯓㉁⚌衅㖑㖈欰崞♸匧畮梠㞯㖞兞Ⱘ㢊劍〄㾝悶⸂ Ⱘ魧兰腊Ⱉ碫䎾欽㖞兞⿺Ⱖ㼆䎾涸⚺銳暟椚䕎䙖 䪮助撑勇䏞㖞兞馊ꬋ絕匬⻊ծ⟣⸉馊㢴」ծ㹊傞Ɀ瘻銳宠馊넞䪮助撑勇䏞㽠馊넞 㹻䏭欰崞碫 㖈⡲⚌⾝崞䚍♸㸝Ⰼ〳ꬑ䚍銳宠刿넞涸넞⽭剏➿碫♸獴⸓❜鸑碫㖞兞务Ⱘ魧兰腊䊺㹊梡媯䚍䪮助瑲灶姻➢〳遤䚍낉霆鵄ぢ㼭錞垷鿈縭կ Ⱞ罈ꤙ䫡/⯄留ꤙ⠶㖞兞瘝 㖈⟣⸉幡兠ծ崨玐叻ⲥ⻊ծ梠㞯絕匬⻊涸欰❡⡲⚌碫♸⚁⚌剪⸉碫㖞兞务Ⱘ魧兰腊䊺桧⯓駵鸑㉁⚌梠鿈ⴔ곭㚖鵳Ⰶ錞垷⻊㢕ⵖ媯կ 獴⸓❜鸑碫 넞⽭剏➿碫 暵猫䊢唬/䎾䚉佹䴂㖞兞瘝 㖈㹻䏭欰崞碫♸匧畮梠㞯碫㖞兞务Ⱘ魧兰腊Ⱘ㢊刿䔂涸暟椚椚鍒ծ梠㞯雩濼♸荈⚺Ɀ瘻腊⸂կ⚆歲垷㘗ծVLA瘝呍䗱䪮助騟絁㼿㢅余Ⱒ媯告劍〄㾝瑟ꢂ䎛ꢢ僽遤⚌Ⱆ雩涸♴♧⚡ꅾ銳㟞匧կ ⚁⚌剪⸉碫 ㉁⚌剪⸉/⼕毫䐀Ⱞ㖞兞瘝 欰❡⡲⚌碫 䊨⚌ⵖ鸣/➩⪰暟崨㖞兞瘝 1 . 3掚꡶絈ⴔ饋麤 㖈Ⱘ魧兰腊㢴猫暟椚䕎䙖务➃䕎劼㐼➃僽2025䎃剒「Ⰼ椕餴劥♸❡⚌Ⱒ岤涸掚꡶饋麤 ➢Ⰼ椕輑餴錞垷勻溏➃䕎劼㐼➃饋麤姻㖈絑⾎旘〄䒭㟞կ2023䎃Ⰼ椕➃䕎劼㐼➃輑餴䚪괄➑⚹2.77➉繠⯋ⵌ2025䎃鵯♧侨㶶䊺駟⼮荛28.40➉繠⯋瀊瀊⚙䎃ꢂ㟞鵛10⦔餴劥Ⰶ㖞涸鸟䏞♸姿䏞鵴馄⟄䖃⟣⡦♧⚡劼㐼➃絈ⴔ饋麤կ Ⱖ务㣢鿈佪䎾㽍⚹儑衼կFigure AI⟄馄10➉繠⯋涸⽀䎃輑餴괄곭駵Ⰼ椕Physical Intelligence稒ꥥⰦた輑餴紨6➉繠⯋Apptronik♸Agility Robotics⛲湱絩模䧭馄4➉繠⯋輑餴կ♸姼ず傞务㕂⟱⚌ず呋♶欥爙䓳ˋˋ㸙⽼猰䪮模䧭紨9600♰繠⯋輑餴艗雴ծꅽծ赦赥瘝♧絁劼匬䜪侨Ⰶ㽷⠮⧩瑲灶涰➉⯋剣劅䧭⚹➃䕎劼㐼➃곭㚖껷㹻A肅♳䋑⟱⚌կ 1 . 4务㕂〄㾝⾎玐 鵛⼧䎃务㕂Ⱘ魧兰腊❡⚌模䧭✫➢荈⸓⻊霃㢊ⵌ䧶殜䒸空涸⚺⸓⼮紩 务㕂Ⱘ魧兰腊涸〄㾝㣐荝絑⾎✫劼㐼➃㼋Ⰶˋ劼㐼➃㕂❡⻊ˋ劼㐼➃兰腊⻊ˋⰨ魧兰腊〄㾝㔋⚡媯կ2015䎃⟄务㕂劼㐼➃❡⚌➠㢅✵㼋Ⰶ劍넞畮䋑㖞劍歋㢪餴⚺㼋劼㐼➃刿㢴鄄錠⚹ⵖ鸣⚌荈⸓⻊霃㢊կ2015䎃շ务㕂ⵖ鸣2025ո〄䋒た劼㐼➃〄㾝鵳Ⰶ㕂❡⻊媯佟瘻ꅾ䗱鲮ぢ呍䗱ꨪ鿈⟝㕂❡剏去♸劥㕼❡⚌Ꝇ䒊霃կ2017䎃շ倝♧去➃䊨兰腊〄㾝錞够ո涸ⴀ〵ⴭ䲀⸓劼㐼➃❡⚌鵳Ⰶ兰腊⻊媯⼧㔋❀劍ꢂ劼㐼➃䎾欽鵳♧姿➢䊨宇的㾝荛⼕毫ծⰮ罈瘝㢴⯋㖞兞䎇鷶姿ぢ兰腊⻊絊畮怵鵳կ2022䎃た㣐垷㘗䪮助涸瑲灶䚍鵳㾝⚹劼㐼➃䲿⣘✫倝涸腊姿㛇䏠Ⱘ魧兰腊歋姼➢䪮助匬䟝⸈鸟饥ぢ❡⚌梡㹊կ2023䎃饰⟄➃䕎劼㐼➃⚹去邍涸Ⱘ魧兰腊䧭⚹佟瘻♸❡⚌Ⱒ岤ꅾ挿կ2025䎃Ⱘ魧兰腊姻䒭塔Ⰶշ佟䏎䊨⡲䫣デո䎇鄄Ⰶ⼧❀❀Ⱉ㣐劢勻❡⚌⛓♧姻䒭烁用✫Ⱖ劢勻❡⚌♸倝餘欰❡姿涸䧶殜㹁⡙կ 2.Ⱘ魧兰腊遤⚌䪮助䪊䲽 2 .1 侮⡤䪮助鵛ⲃ Ⰼ椕Ⱘ魧兰腊곭㚖䊺模䧭鵛20♰⟝涸넞餘ꆀ䪮助獤稡䎇✵2024䎃鵳Ⰶ倝旘〄劍 䨔荛湡Ⰼ椕䊺模䧭鵛20♰⟝Ⱘ魧兰腊䪮助獤稡〄僈⚁ⵄ⽑絟㼆⚺㼋կ넞鴪89.7%涸⚁ⵄ⚹䪮助ゎꆀ♸倝꡶地刿넞涸〄僈⚁ⵄ㹊欽倝㘗⽑10.0%罜㢪錜霃雦➑⽑0.2%կ鵯邍僈Ⱘ魧兰腊곭㚖⚺銳꧋务✵넞礵䏞皾岁ծ撑练禹絡䱽ⵖծ䠭濼Ɀ瘻♸鲱炽⟝⼸ず瘝帿㽻䪮助倝罜ꬋ㢪錜䧴絕匬㽻涸皍⽀佖葻կ 紷錜鵂20䎃Ⱘ魧兰腊姻歋劍䪮助獤稡鵳Ⰶ䪮助倝旘〄劍կ2005䎃Ⰼ椕Ⱘ魧兰腊湱Ⱒ⚁ⵄ歍霼ꆀ㼿♶駈2000⟝ⵌ2025䎃鵯♧侨㶶䊺駟⼮荛2.6♰⟝㟞荛⾲勻涸⼧⡮⦔䎃撑ざ㟞桧鴪ⵌ15.1%կ鵳♧姿溏鵛⼧䎃僽Ⱘ魧兰腊䪮助倝剒⚹崞駟涸媯2015ˋ2025䎃⚁ⵄ歍霼ꆀ䎃撑ざ㟞桧鵳♧姿䲿⼮荛18.2%կ㽍Ⱖ僽2024䎃⟄勻Ⱘ魧兰腊䪮助倝掚䏞儑衼䫬⼮⚁ⵄ歍霼ꆀ➢2024䎃涸1.6♰⟝ꤌ㟞荛2025䎃涸2.6♰⟝⽀䎃㟞䌴馄鵂60%ッ梡駟⼮䒭㟞կ 2 . 2 务㕂䪮助邍梡 务㕂䊺䧭⚹Ⰼ椕Ⱘ魧兰腊䪮助倝⚺⸂⡎䪮助䒸곭䚍➠剣䖉傞ꢂ鵳♧姿唬낉 务㕂䊺䧭⚹Ⰼ椕Ⱘ魧兰腊䪮助倝涸⚺銳勻彂㕂餑柄✫Ⰼ椕鵂⼱涸湱Ⱒ⚁ⵄկ䭽⾲映⚁ⵄ勉➃䨾㖈㕂絡雦勻荈务㕂涸灇〄劼匬Ⱏ餑柄紨10.3♰⟝Ⱘ魧兰腊⚁ⵄ⽑Ⰼ椕䚪ꆀ涸53.3%僽湡剒崞駟涸Ⱘ魧兰腊䪮助勻彂㕂կ湱嫱⛓♴繠傈䗞瘝Ⱖ➭㕂㹻ㄤ㖑⼓ざ雦餑柄46.7%务㕂㖈䪮助倝侨ꆀ♳䊺䕎䧭儑衼곭⯓⠏⸷կ搬罜♸TOP5䪮助勻彂㕂湱嫱务㕂Ⱘ魧兰腊⚁ⵄ㖈䪮助䒸곭⸂♳➠剣䖉낉霆կ㽴盗务㕂Ⱘ魧兰腊⚁ⵄ侨ꆀ⡙㾀Ⰼ椕痦♧告Ⱖ䎂㖲鄄䒸ꆀ➑⚹1.8⟝罜Ⱖ➭TOP5䪮助勻彂㕂涸⚁ⵄ䎂㖲鄄䒸ꆀ㖲㖈3~4⟝⟄♳繠㕂欨荛넞鴪6.1⟝կ⚁ⵄ䎂㖲鄄䒸ꆀ僽䭷♧⟝⚁ⵄ䎂㖲鄄㢴㼱⟝⚁ⵄ䒸欽〳⟄⡲⚹邂ꆀ䪮助鄄た絯倝⦶ꊹ玐䏞涸ꅾ銳䭷叻կ⚁ⵄ䎂㖲鄄䒸ꆀ涸䊵騄邍僈务㕂赡䊺䕎䧭錞垷⠏⸷告㖈䪮助䕧ㆇ姿ծ䪮助䒸곭䚍倰➠鵳♧姿