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机器人行业研究:数采:物理AI最大短板,数据基建即将爆发-国金证券

  • 2026-07-23 00:03:11
机器人行业研究:数采:物理AI最大短板,数据基建即将爆发-国金证券
这份 2026 年 7 月国金证券机器人研报指出，数据是人形物理 AI 核心短板，现有真实交互数据远不足训练需求，全球物理 AI 市场将迎来高速增长。当前整机、UMI、EGO 三类数采路线并行，无本体轻量化采集成趋势，2025 年起国内多地密集投建数采工厂。产业链三大环节受益：一是 3D 相机、IMU、触觉传感等数采硬件；二是动捕、轻量化采集、仿真数据服务商；三是工业、电力等垂类场景企业。

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  1. CONNECT:[ UseTime:0.001459s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001627s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.101633s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.101624s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000972s ]
  6. SELECT * FROM `set` [ RunTime:0.027677s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001102s ]
  8. SELECT * FROM `article` WHERE `id` = 459609 LIMIT 1 [ RunTime:0.090265s ]
  9. UPDATE `article` SET `lasttime` = 1784793974 WHERE `id` = 459609 [ RunTime:0.122131s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.004194s ]
  11. SELECT * FROM `article` WHERE `id` < 459609 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.095153s ]
  12. SELECT * FROM `article` WHERE `id` > 459609 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.094910s ]
  13. SELECT * FROM `article` WHERE `id` < 459609 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.004521s ]
  14. SELECT * FROM `article` WHERE `id` < 459609 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.007670s ]
  15. SELECT * FROM `article` WHERE `id` < 459609 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.093279s ]
0.980547s