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中国机器人学校教机器人学人类任务,出货占全球97%

This China Firm Runs a School Teaching Robots Human Tasks

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When you talk about this whole humanoid robot industry. And really, China dominates this report that came out last week that found that China's humanoid robot makers are commanding more than. Look at this. This pie chart says it all. More than 97% of global shipments in the first half of 2026. That's according to industry data from Smart Analytics Global. And according to their calculations, Shanghai based aggregate had the top spot in.

当你谈论整个人形机器人产业时,确实,中国主导了上周发布的一份报告,该报告发现中国的人形机器人制造商占据了超过。看看这个。这个饼图说明了一切。2026年上半年全球出货量的97%以上。这是根据Smart Analytics Global的行业数据得出的。根据他们的计算,总部位于上海的聚合公司在其中占据了首位。

The company had 44% of those global shipments. That is some 8400 units in the just the first half alone. One industry group also estimates that China installed 300,000 robots back in 2024, and that vastly outnumbers the around 38,000 machines that were installed in the U.S. last year. This one on your screen, take a look at right now, was being tested for its real world abilities at last year's World Humanoid Robot Games in Beijing.

该公司占据了那些全球出货量的44%。仅上半年就约8400台。一个行业组织还估计,中国在2024年安装了30万台机器人,这远远超过了去年美国安装的约3.8万台机器。你屏幕上这个,现在看一下,正在去年北京的世界人形机器人运动会上测试其现实世界能力。

I think we spoke to Jessie Liu from the Max yesterday, right, about what is going to be a key theme at this conference this year in Beijing, he says. It's really about moving some of these robots into the real world, into the open space environment. The physical, I write it, it's not it's not even close. When you look at how far China's actually come on, many of these fronts, and specifically, of course, when it comes to robots and of course, really the upgrades that we then need to see and should come to expect, I think in terms of the capacities of robots, and I think also interesting is to I mean, people talk about this as a zero sum game.

我想我们昨天和Max的Jessie Liu谈过,对吧,关于今年北京这次会议将成为一个关键主题,他说。这真的是关于将一些这些机器人带入现实世界,进入开放空间环境。物理方面,我写下来,这甚至不接近。当你看到中国在许多这些方面已经走了多远,特别是,当然,当涉及到机器人时,当然,还有我们随后需要看到并应该期待的升级,我认为在机器人的能力方面,而且我觉得有趣的是,我的意思是,人们把这视为一场零和游戏。

To what extent do robots will robots replace humans? Um, I think that is a question. Anyway, that has somewhat been answered. And not just this time, right? You look back at the course of how, uh, manufacturing has been automated that hundred and 20 years. I mean, there has been, uh, this takeover of robots in an industrial side. And I think moving forward, I think in the physical and in the retail front, what will the relationship between robots and humans?

机器人在多大程度上会取代人类?嗯,我认为这是一个问题。无论如何,这在一定程度上已经得到了回答。而且不仅仅是这次,对吧?你回顾一下制造业自动化这一百二十年的历程。我的意思是,在工业方面,机器人已经接管了。我认为向前看,在物理和零售领域,机器人和人类之间的关系将是什么?

And by the way, that is not a philosophical question that is more pragmatic and, uh, practical at this point in time. Let's bring in Kenneth Kenneth Wrenn. He's the director of overseas solutions at Real Man Robotics. It's a Chinese embody. I firm actually runs a humanoid robot data training center in Beijing. Kenneth. Good morning. Thank you for joining us on the show. Uh, why don't we start with that? What is the question that you guys get from the industry and your community and your clients between, you know, the future relationship between robots and people?

顺便说一句,这并非一个哲学问题,在当下这个时间点,它更偏向务实和实际。让我们请出肯尼斯·雷恩。他是Real Man Robotics公司的海外解决方案总监。这是一家中国实体公司,实际上在北京运营着一个仿人机器人数据培训中心。肯尼斯,早上好。感谢您参加我们的节目。我们何不从这个开始?你们从行业、社区和客户那里收到的问题是什么,关于机器人与人之间未来的关系?

Let's start there. Uh, okay. For the robot and, uh, the human workers, uh, we think that the robot cannot replace the human workers. Or maybe the human workers will not lose their jobs, because why we develop or why we design the robot. We want the robot to really have people help our human workers do something in the real task, not to replace the human workers. And, um. Uh, for example, we think that the robot can help human workers to do what the people don't want to do or what the people cannot do.

让我们从这里开始。嗯,好的。对于机器人和人类工人,我们认为机器人不能取代人类工人。或者也许人类工人不会失业,因为我们开发或设计机器人的原因,是希望机器人真正帮助人类工人在实际任务中做些什么,而不是取代人类工人。而且,嗯,例如,我们认为机器人可以帮助人类工人做那些人们不想做或人们做不到的事情。

Even in some dangerous scenarios. And, uh, to be honest, uh, we think that, you know, in the near future, the robot cannot replace or cannot, um, control the whole the task independently without the humans. So maybe we need to have a human and robot collaboration, for example, uh, robot to some standardized task and, uh, the human to some judgment, have some high risk, uh, to savings. And, um, I think that is why we use, uh, JL in our way, a tidy operation devices.

即使在一些危险的场景中也是如此。而且,说实话,我们认为,在不久的将来,机器人无法取代或无法独立于人类控制整个任务。所以也许我们需要人机协作,例如,机器人执行一些标准化任务,而人类进行一些判断,处理一些高风险的情况。而且,嗯,我认为这就是我们使用遥操作设备的原因。

Because we think that to use the operation devices, we can control the robot anywhere remotely. And, uh, on the other hand, we think that, you know, when we use the Teddy operations devices or when we use the robot. Are there some roles that will be created? For example, we need some human workers. Help us to control the tele operation and devices, and we need someone to help us to do some data collection. So it means that, uh, the work will not be replaced.

因为我们认为,使用操作设备,我们可以远程控制任何地方的机器人。而且,另一方面,我们认为,当我们使用遥操作设备或使用机器人时,会不会产生一些新的角色?例如,我们需要一些人类工人帮助我们控制遥操作和设备,我们需要有人帮助我们进行数据收集。这意味着,工作不会被取代。

They just change the word from the, you know, the director, uh, control, uh, direct control to the maybe manage you. So that is what we work with. We seem to not replace the human workers. Yeah. Can you just talk me through what it looks like in these robot schools that you have? What what what what does it take to trade a robot for. For one thing. And I know it could be a pretty costly sort of operation, but I would guess that you need a tremendous amount of training data.

他们只是从直接控制转变为也许管理。所以这就是我们工作的方式。我们似乎不取代人类工人。是的。您能跟我讲讲你们那些机器人学校里是什么样的吗?训练一个机器人需要什么?首先,我知道这可能是一项相当昂贵的操作,但我猜你需要大量的训练数据。

Is there enough of that training data out there now? Uh, yes. You know, more and more company has launched the different type of the the robot. So it means that the robot has maybe beyond from the lab or some simulation, uh, environment to the real world environment. So maybe first about the robot training platform. We think maybe next generation of the training platform we'll focus on, for example, like factory, like warehouse or even some service environment.

现在是否有足够的训练数据?嗯,是的。你知道,越来越多的公司推出了不同类型的机器人。这意味着机器人可能已经从实验室或某些模拟环境走向了现实世界环境。所以,也许首先关于机器人训练平台。我们认为下一代训练平台将聚焦于,例如,工厂、仓库,甚至一些服务环境。

And, um, we don't want to teach the robot to some one or 2 or 3 specific action. We want a robot maybe can identify, even adapt to the different task, uh, different environment. You may some, I expect, uh, uh, situations and, uh, uh, that's why we think there's maybe three steps or three stages of the robot, uh, training our robot. Maybe robot futures first is about to use some tiny operation devices to control the robot.

而且,嗯,我们不想教机器人做一两个或三个特定的动作。我们希望机器人能够识别,甚至适应不同的任务,不同的环境。你可能会遇到一些,我预期,嗯,情况,嗯,这就是为什么我们认为机器人训练可能分为三步或三个阶段。也许机器人的未来首先是用一些小型操作设备来控制机器人。

Uh, for example, put some. What? Put a bottle of water on the table or do some window cleaning. Although maybe it will use the 5 minutes or 10 minutes. But you know, when we moved to the second stage, that is where we will collect some data still in this process. Or maybe we can know the details of each actions, and we can continue to move the third stage at that will to train the mode of the robot by this newly collected dataset.

嗯,例如,放一些。什么?把一瓶水放在桌子上,或者做一些窗户清洁。虽然这可能需要5分钟或10分钟。但你知道,当我们进入第二阶段时,我们仍会在这个过程中收集一些数据。或者也许我们可以知道每个动作的细节,然后我们可以继续进入第三阶段,用这些新收集的数据集来训练机器人的模型。

So it means in the future when we have more and more data, so we will have more and more details. The robot will be more and more quickly, maybe from the 5 minutes to 3 minutes to when it's even 30s. And we since the long time, the long time ago it that the robot can planning or making making some decision about themselves. That is what we want. Oh, okay. Um, so, I mean, riddle me this. So, you know, in a year's time, because you're very close to the data and what robots are capable of doing.

所以这意味着未来当我们有越来越多的数据时,我们就会有越来越多的细节。机器人会越来越快,也许从5分钟到3分钟,甚至到30秒。而且我们很久以前就希望机器人能够自己规划或做出一些决定。这就是我们想要的。哦,好的。嗯,所以,我的意思是,让我猜猜。那么,你知道,一年后,因为你非常接近数据以及机器人能做什么。

And I think part of I think what you guys do is upgrading that skill set. What would be the most advanced thing a robot you think would be capable off in a year's time. Uh, you mean, what's the robot? We really do, right? Uh, in the in the near future, we think that. Yes. Um, for example, uh, to some highly standardized task, all to some high repetitive task, for example, moving the box. And, uh, you know, sometimes, um, we have some problem, for example, like, uh, night shift demand, uh, for example, like some labor shortage problem.

而且我认为你们所做的部分工作是提升那套技能。你认为一年后机器人能做什么最先进的事情?嗯,你是说,我们真正做的机器人,对吧?嗯,在不久的将来,我们认为。是的。嗯,例如,对于一些高度标准化的任务,或者一些高度重复的任务,比如搬箱子。而且,你知道,有时候,嗯,我们有一些问题,比如,嗯,夜班需求,嗯,比如一些劳动力短缺问题。

I think that is the robot can do in the near future because they can really help humans to solve this problem. To replace the human workers. Okay. Now I want to get a sense of the scale of your business. Given that this is a a booming industry, it's also a policy priority in in mainland China. Talk to us about your industry, your corner of the industry. What is competition like? How many roadblocks go to your school?

我认为这就是机器人在不久的将来能做的事情,因为它们确实可以帮助人类解决这个问题,取代人类工人。好的。现在我想了解一下你们业务的规模。鉴于这是一个蓬勃发展的行业,也是中国大陆的政策重点。跟我们谈谈你们的行业,你们在行业中的细分领域。竞争情况如何?你们学校面临多少障碍?

I know that sounds like a strange question. Just just give viewers who are watching from the outside an idea of your world. Kenneth. Uh, actually, our robot school will totally have a 150 robot to different task in the different scenarios, and we collect different datas. We also, you know, our customers also, they want to define how they want to design the different the, uh, their own scenarios. And we also can help our customers to this task.

我知道这听起来像是个奇怪的问题。只是想让外面观看的观众了解一下你们的世界。Kenneth。呃,实际上,我们的机器人学校总共会有150台机器人,在不同的场景中执行不同的任务,我们收集不同的数据。我们也,你知道,我们的客户,他们也希望定义他们想要如何设计他们自己的不同场景。我们也可以帮助我们的客户完成这个任务。

And um, do you want this process so we can we also use the tag elimination devices to control the robot to collect each details and each datas. And, uh, we since this is a good way and this is a maybe it's a quick way for now because, you know, it's a model. We need t

而且,嗯,你想要这个过程,所以我们也可以使用标签消除设备来控制机器人收集每个细节和每个数据。而且,呃,既然这是一个好方法,而且这可能是目前的一个快速方法,因为,你知道,这是一个模型。我们需要

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