摩根士丹利：人形机器人-2025 年中国最佳会议要点

Humanoids | Asia Pacific 2025 China BEST Conference Takeaways Key Takeaways What pain points can humanoids solve? They could provide lower deployment cost for a lot of "long-tail" corner cases, for which it is not economic viable to deploy industrial robots. Humanoids could provide emotional value as well, expected to be realized in a decade. In what scenarios will humanoids be adopted first? With box picking is unlikely to be replaced by robotic arms, humanoids can help manufacturers to further reduce cost ...