大厂激战:人形机器人生态争夺揭秘

思想
The initial Google search provided the core article from 36氪 and several related articles, including another 36氪 piece about the Yizhuang half marathon involving robots and an article from Oriental Fortune discussing the humanoid robot industry chain and major players. These results confirm the topic and provide a good starting point for understanding the “生态暗战” (ecological dark war) among major companies regarding humanoid robots.

The search results highlight that major Chinese tech companies (大厂) like Baidu, Tencent, and Alibaba are not necessarily at the forefront of *building* the physical robots themselves but are instead focusing on building the underlying ecosystem. This ecosystem includes AI platforms, computing power, data processing, and investment in startup companies that are building the hardware. Baidu is described as focusing on the “后台指挥中心” (后台指挥中心) providing AI platforms and data. Tencent is seen as an “投资型导演” (投资型导演), investing in robot companies while also researching core components like dexterous hands and leg-based robots. Alibaba is also mentioned as investing in companies like Unitree Robotics and Skyworth Robotics. The articles also touch upon the broader industry landscape, mentioning the regional distribution of the industry in China (Beijing for “造脑” or building the brain, Guangdong for “造身” or building the body) and the increasing involvement of car companies. The market size predictions are also included.

To write a comprehensive report of over 1000 words, I need to synthesize these points and elaborate on the specific strategies of each major player, the nature of the “ecological dark war” (which seems to be a competition for dominance in the underlying technology and platforms rather than just hardware), the reasons behind this approach, and the potential implications for the future of the humanoid robot industry. I can draw on the details provided in the search results, such as Baidu’s support for the “天工” robot in the marathon and Tencent’s investment in companies like Uisee. I can also expand on the concept of “具身智能” (embodied intelligence) as the driving force.

I have enough information from the search results to proceed with structuring and writing the report as requested. I will ensure to integrate the provided details and market predictions into the analysis.