具身智能组
1. 介绍
1.1. 组的定位
具身智能组覆盖智能体进入物理世界的完整技术栈,划分为四个方向:大脑(01)、小脑(02)、伺服电机与执行器(03)、材料与传感器(04)。
这一划分的最权威政策依据,是工业和信息化部《人形机器人创新发展指导意见》(2023-11):官方将人形机器人关键技术划分为"大脑、小脑、肢体"三大技术群——大脑对应基于大模型的环境感知、行为控制与人机交互,小脑对应运动控制算法库与仿真训练环境,机器肢对应仿人机械臂、灵巧手与腿足,机器体对应轻量化骨骼、高强度本体与高精度传感。2026-02-28 发布的《人形机器人与具身智能标准体系(2026 版)》进一步以"基础共性、类脑与智算、肢体与部组件、整机与系统、应用、安全与伦理"六大板块覆盖全产业链。图灵奖得主姚期智的三分法(身体、小脑、大脑)提供了与之同构的通俗框架。
在 AI Harness 体系中,本组是对六层模型解释力最强、同时也是约束代价最高的一组。物理世界的智能体运行时与软件域的智能体运行时共享同一套结构——目标装配、计划、工具执行、观测反馈、状态更新——但每一圈循环的错误代价从"回滚一次部署"变为"损坏一台设备或伤及一人"。因此本组的 Harness 必须把 L6 治理与安全层从"建议"升级为"硬约束":仿真先行、真机人在回路、禁止自主执行不可逆物理动作。
1.2. 本组的核心论断
论断一:「大小脑分离架构」是当前行业的主流共识,也是 Harness 六层模型在物理世界的直接映射。
- Figure Helix(2025-02)是首个公开的"双系统"VLA:慢系统(System 2)以 7–9 Hz 运行机载 VLM,负责场景与语言理解;快系统(System 1)以 200 Hz 输出上半身完整控制。这是"大小脑分离、频率分层"架构最常被引用的公开参数(官方口径)。
- NVIDIA Isaac GR00T N1(2025-03-18)采用同构双系统:System 2 为 VLM 推理规划,System 1 为 Diffusion Transformer 生成连续动作(官方口径)。
- 反向路线同样存在:银河通用自研"银河星脑"(AstraBrain),自称"全球首个集成大脑-小脑-神经控制于一模的全身全手端到端具身大模型",代表"大小脑合一"路线(公司口径)。两种路线并列呈现,本文不预设单一结论。
- 2025 年行业综述的归纳是:大脑负责将自然语言指令分解为逻辑步骤(泛化),小脑运行在本地计算平台,以毫秒级频率结合 IMU/编码器/力传感器反馈输出电机控制信号(实时、抗扰)。
论断二:四个方向各自锚定 Harness 六层的不同层,合成一条完整的"物理智能体运行时"。
| 具身智能方向 | 映射层 | 对应关系 |
|---|---|---|
| 大脑 | L1(上下文工程)+ L3(编排与控制) | VLM 的感知装配 ≈ L1 的上下文装配;任务分解、技能调度、多步规划 ≈ L3 的 Plan-and-Execute |
| 小脑 | L2(工具与执行)+ L3(实时控制环) | 以 50–200 Hz 输出动作序列,相当于 Harness Loop 的工具执行环,但时延预算从秒级压缩到毫秒级 |
| 伺服电机与执行器 | L2 执行器的物理末端 | 电机/减速器/丝杠是"工具执行"的物理载体;执行器选型 ≈ 工具契约(扭矩/精度/响应的接口规格) |
| 材料与传感器 | L1(感知输入)+ L5(观测) | 传感器是"决定模型看到什么"的物理源头,也是 L5 观测反馈链路的硬件入口 |
| 遥操作与真机数据 | L4(记忆与状态) | 真机轨迹数据集 ≈ 长期记忆与工件库,数据飞轮 = 经验沉淀与检查点复用 |
| 仿真与评测 | L5(评估与观测) | 仿真训练场 = 回归集与 Golden Dataset;sim2real 迁移成功率 = 回归指标 |
| 安全规范 | L6(治理与安全) | 功率与力限制(PFL)≈ 护栏;功能安全分级 ≈ 权限与红线;安全认证 ≈ 合规审计 |
论断三:本组的 L6 红线与软件工程组本质不同。 软件域的错误代价是可用性与数据,物理域的错误代价是设备损坏与人身安全。ISO 10218:2025(2025-02 发布、2025-04-01 生效)已将 ISO/TS 15066 的协作应用安全要求(含功率与力限制 PFL)并入本体,成为本组 L6 层的锚点标准。因此本组 AGENTS.md 的硬约束是"仿真先行 + 真机人在回路",而非软件域的"沙箱 + 审批"。
论断四:分级数字巧合必须显式区分。 团体标准 T/CIE 298-2025《人形机器人智能化分级》采用"四维五级"(感知认知、决策学习、协作交互、执行表现四维;L1 基础执行级至 L5 通用智能级),与 Harness 六层模型的 L1–L6 数字巧合但含义完全不同,全组行文禁止混用。
图 1-1|具身智能全系列栈与 Harness 六层映射
数据来源与映射依据:见图内标注与本文 1.2 节;频率锚点引自 Figure / Physical Intelligence / NVIDIA 官方口径,信息截止 2026-09-12。
1.3. 行业图景数据
| 维度 | 数据 | 来源性质 |
|---|---|---|
| 2025 年全球人形机器人出货 | 16,000 台,中国占 84.7% | 物理 AI 行业报告(二手引用),级别 C |
| 2025 年全球人形机器人出货(口径二) | 近 1.8 万台(同比 +508%),销售额约 4.4 亿美元;2026 年预计超 5 万台 | IDC(转引),级别 B |
| 2026—2027 年预测(口径三) | 高盛:2026 年 5.1 万台、2027 年 7.6 万台;瑞银:2026 年 3 万台(乐观 4 万台) | 券商预测(转引),级别 C,三口径并列 |
| 国内供给格局 | 2025 年超过 140 家厂商发布 330 余款机型,为"人形机器人量产元年" | 工信部(新华社转引),级别 A- |
| 中国具身智能融资 | 截至 2025-12:投资事件 744 起、融资总额 735.43 亿元人民币 | 中国具身智能发展报告 2025,级别 B |
| 产业基础 | 2024 年中国工业机器人安装量 29.5 万台,运行存量超 200 万台 | IFR《2025 年世界机器人报告》(转引),级别 B |
| 单笔融资锚点 | Figure C 轮融资超 10 亿美元、投后估值 390 亿美元(2025-09) | Figure 官方 / 财联社,级别 A- |
| 单机规模锚点 | 宇树 2025 年人形机器人出货超 5500 台(全球第一)、营收 16.99 亿元 | 招股书报道(中国经济网),级别 A- |
| 政策节点 | 2026 年实景实训专项行动:到 2026 年底在工业、服务、特种领域完成应用验证与常态部署,带动万台级规模落地能力 | 工信部、国务院国资委(中宏网转引),级别 B |
说明:出货量三条口径来源与统计方法不同,本文按惯例并列呈现、不做合并。玩家结构上,行业报告将玩家分为三类:软硬件全栈派(Figure、智元)、重硬件"身体派"(宇树、Agility、Apptronik)、重软件"大脑派"(Physical Intelligence、Field AI、银河通用)——这三类恰好与本组四方向的两端(大脑 vs 执行器)形成呼应。
2. 名词解释
| 术语 | 英文 / 缩写 | 释义 |
|---|---|---|
| 具身智能 | Embodied AI | 以物理载体(机器人)为执行与感知主体,在与环境的交互中完成任务的智能形态 |
| 人形机器人 | Humanoid Robot | 仿人形态的机器人,术语定义沿用 GB/T 12643-2025《机器人与机器人装备 词汇》 |
| 视觉-语言-动作模型 | Vision-Language-Action,VLA | 将视觉与语言输入直接映射为机器人动作输出的多模态基础模型 |
| 双系统架构 | Dual-System Architecture | 慢系统(VLM 推理规划)与快系统(实时控制)分层运行的架构,如 Helix 与 GR00T N1 |
| 全身控制 | Whole-Body Control,WBC | 对全身多自由度进行统一协调的运动控制方法 |
| 模拟到现实迁移 | Sim-to-Real | 在仿真环境中训练的策略迁移到真实机器人上的技术路线 |
| 强化学习 | Reinforcement Learning,RL | 通过与环境交互试错、以奖励信号驱动策略优化的学习方法 |
| 模仿学习 | Imitation Learning,IL | 从人类示教数据中学习策略的方法,遥操作数据是其主要来源 |
| 遥操作 | Teleoperation | 人类通过主从臂、VR 等设备远程操纵机器人采集示教数据的方式 |
| 世界模型 | World Model | 对环境动态进行内部建模与预测的模型,可用于合成数据生成与策略评估 |
| 伺服电机 | Servo Motor | 带闭环反馈控制的执行电机,是机器人关节的驱动核心 |
| 谐波减速器 | Harmonic Drive | 由波发生器、柔轮、刚轮构成的减速器,人形机器人单机用量约 14–17 个 |
| 灵巧手 | Dexterous Hand | 多自由度仿人手部执行器,约占人形机器人整机成本 20%–30% |
| 空心杯电机 | Coreless Motor | 无铁芯转子的微型电机,效率 70%–90%,是灵巧手驱动的主流选择 |
| 六维力传感器 | Six-Axis Force/Torque Sensor | 同时测量三个力分量与三个力矩分量的传感器,头部精度 0.1% FS |
| 功率与力限制 | Power and Force Limiting,PFL | ISO/TS 15066 并入 ISO 10218-2:2025 后保留的协作安全技术,属 L6 护栏 |
| 智能化分级 | Intelligence Grading | T/CIE 298-2025 定义的"四维五级"人形机器人智能分级体系,与 Harness L1–L6 无关 |
3. 四个方向的定位对比
3.1. 方向总览对比表
| 方向 | 主要任务 | 关键技术 / 部件 | 判定的 ground truth | 主要风险 | 典型量化锚点(证据级别) |
|---|---|---|---|---|---|
| 01 大脑 | 场景与语言理解、任务规划、技能调度、世界模型 | VLA(RT-2 / π0 / π0.5 / OpenVLA / GR00T)、世界模型(Cosmos / Genie 3) | LIBERO 等基准成功率 + 真机验收 | 开放世界泛化失败;长任务错误累积 | π0 LIBERO 平均 94.2、π0.5 平均 96.9(A);OpenVLA-OFT 97.1(A) |
| 02 小脑 | 运动控制、全身控制 WBC、RL sim2real、轨迹生成 | 强化学习训练、物理仿真(Isaac Lab / MuJoCo / Newton)、WBC 控制器 | 仿真基准(HumanoidBench 27 任务)+ 真机运动指标 | sim2real 域差距;跌倒与失稳 | GR00T N1 合成数据 +40%、真机平均成功率 76.8%(A) |
| 03 执行器 | 关节驱动、减速传动、末端抓握 | 关节电机(如宇树 M107 最大 360 N·m)、谐波/RV/行星减速器、灵巧手、空心杯电机 | 台架测试 + 国家标准试验方法(GB/T 43200-2023) | 寿命与发热;供应链断供 | 绿的三次谐波精度 ≤10 弧秒(B);空心杯效率 70%–90%(B) |
| 04 材料与传感器 | 力觉、触觉、惯性与本体感知,轻量化结构 | 六维力传感器(0.1% FS / 10 kHz)、触觉皮肤、IMU、PEEK / 碳纤维 / 镁合金 | 标定与检测规范(GB/T 43199-2023)+ 整机验证 | 传感漂移;材料工艺一致性 | 蓝点触控人形细分份额 72.6%(GGII 口径,B);减重 40% 续航 2 h → 6 h(C) |
3.2. 四方向与 Harness 六层映射表
| 方向 | L1 上下文工程 | L2 工具与执行 | L3 编排与控制 | L4 记忆与状态 | L5 评估与观测 | L6 治理与安全 |
|---|---|---|---|---|---|---|
| 01 大脑 | 多模态感知装配、指令理解、提示与上下文组装 | 技能库调用、API 与工具接口 | 任务分解、技能调度、多步规划(Plan-and-Execute) | 场景记忆、长期经验(如多尺度具身记忆 MEM) | LIBERO 等基准、开放世界验收 | 输出动作的安全语义过滤 |
| 02 小脑 | 本体状态与感知反馈的实时装配 | 关节指令输出(50–200 Hz 实时环) | 轨迹生成、步态与全身协调调度 | 运动技能库、策略检查点 | HumanoidBench、sim2real 迁移成功率 | 力矩与速度限幅、失稳保护 |
| 03 执行器 | 执行器规格即"工具契约"文本 | 电机、减速器、丝杠、腱绳的物理执行 | 关节空间与任务空间的调度配合 | 衰减与寿命台账 | 台架试验(GB/T 43200-2023) | 过载保护、机械限位 |
| 04 材料与传感器 | 传感数据 = 模型"看到什么"的物理源头 | —(本体不为执行层) | — | 标定记录、材料批次档案 | 六维力标校(GB/T 43199-2023)、传感在线监测 | 传感失效检测、安全回路信号源 |
3.3. 各方向的核心瓶颈层
- 大脑:瓶颈在 L5。 LIBERO 上的 94%~97% 与开放世界的真实成功率之间存在结构性落差——π0.5 的核心卖点正是"在训练中从未见过的真实家庭中完成清理任务",这说明评估闭环尚未跟上泛化目标。此外,VLA 端侧推理时延的厂商官方数字普遍缺失(仅 Helix 200 Hz 与 π0 50 Hz 两个口径可引),使 L2 实时性验证缺乏统一标尺。
- 小脑:瓶颈在 L5(sim2real 域差距)。 合成数据带来 +40% 性能增益的同时,域差距仍是迁移失败的首要原因;HumanoidBench 等 27 任务基准只覆盖仿真侧,真机运动指标尚无统一基准。
- 执行器:瓶颈在 L2。 执行器性能是"工具契约"的物理上限——转矩密度、背隙、响应带宽一旦定型,上层任何算法都无法突破。扭转刚度提升 2–3 倍(绿的三次谐波)这类硬件改进,等效于扩大了 L2 工具的能力边界。
- 材料与传感器:瓶颈在 L1。 传感数据质量决定模型"看到什么"的上限:头部六维力精度 0.1% FS、10 kHz 采样是当前感知输入的硬约束;行业预期 2026 年头部精度 0.05% FS、2028 年 0.01% FS,每一次精度跃迁都直接抬升 L1 与 L5 的上限。
4. 共性挑战与对策
| 挑战 | 表现 | 对策 | 归属层 |
|---|---|---|---|
| sim2real 域差距 | 仿真中收敛的策略真机失稳 | 数据金字塔(网络视频 → 合成 → 真机遥操作)+ 合成数据增益量化验收(GR00T +40% 为参照) | L5 |
| 真机数据稀缺 | 遥操作采集极慢(Mobile ALOHA 机身 75 kg、单臂负载 750 g) | ALOHA 式低成本主从臂 + ACT 算法(10 分钟约 50 条数据达 80%–90% 成功率);百万级共享数据集(AgiBot World:100 万+轨迹、217 任务、100 台同构机器人) | L4 |
| 物理安全 | 真机错误不可逆,可能伤人 | 仿真先行 + 真机人在回路;PFL 功率与力限制(ISO 10218-2:2025) | L6 |
| 评测口径混乱 | 基准成绩与真实能力落差;统计口径互相冲突 | 基准成绩与真机验收双报告;多口径数据并列标注(如 2025 年出货 1.6 万 / 1.8 万台) | L5 |
| 分级术语混淆 | T/CIE 298-2025 的 L1–L5 与 Harness L1–L6 数字巧合 | 全组行文显式区分,引用时写全标准号 | 全局 |
| 供应链与口径风险 | 谐波减速器全球份额 40% / 75% / 80% 三口径悬殊 | 关键份额数据一律标注统计口径与来源性质 | 全局 |
5. 标准与规范地图
| 标准 / 政策 | 层级 | 与本组的关系 |
|---|---|---|
| 《人形机器人创新发展指导意见》(工信部,2023-11) | 政策 | "大脑、小脑、肢体"三大技术群划分的政策依据;2025 / 2027 两阶段目标 |
| 《人形机器人与具身智能标准体系(2026 版)》(工信部,2026-02-28) | 政策 | 六大板块覆盖全产业链;术语沿用 GB/T 12643-2025 |
| ISO 10218-1/2:2025(2025-02 发布、2025-04-01 生效) | 国际标准 | ISO/TS 15066 协作安全要求(含 PFL)并入;本组 L6 锚点;将作为欧盟新机械法规(2023/1230)协调标准 |
| GB/T 43200-2023《机器人一体化关节性能及试验方法》 | 国家标准 | 执行器方向试验依据 |
| GB/T 43199-2023《机器人多维力/力矩传感器检测规范》 | 国家标准 | 六维力传感器标校依据(坤维科技为核心主笔单位) |
| GB/T 44251-2024《腿式机器人性能要求及试验方法》 | 国家标准 | 小脑方向运动性能试验依据(2025-03-01 实施) |
| T/CIE 298-2025《人形机器人智能化分级》 | 团体标准 | "四维五级"分级;与 Harness 六层模型显式区分 |
6. 文档导航
| 文件 | 内容 | 适合读者 |
|---|---|---|
| 大脑(VLA) | 大脑:VLA 模型谱系(RT-2 / OpenVLA / π0 / GR00T)、任务规划、语义理解、世界模型 | 算法与模型团队 |
| 小脑(运动控制) | 小脑:运动控制、全身控制 WBC、强化学习 sim2real、轨迹生成 | 运动控制团队 |
| 伺服电机与执行器 | 伺服电机与执行器:关节电机、谐波/RV/行星减速器、灵巧手、空心杯电机 | 结构与硬件团队 |
| 材料与传感器 | 材料与传感器:六维力传感器、触觉皮肤、IMU、轻量化材料、电子皮肤 | 传感与材料团队 |
| AGENTS.md | 组级上位规范:物理世界安全红线、仿真先行原则、遥操作数据合规 | 全体 |
| SKILL.md | 组级标准技能:具身任务的标准执行流程 | 全体 |
7. 总结
具身智能组的四方向构成一条自上而下的完整链路:大脑决定"做什么"(L1/L3),小脑决定"怎么实时地做"(L2/L3 硬实时环),执行器决定"物理上做得到做不到"(L2 末端),材料与传感器决定"看得到什么、摸得到什么"(L1 源头 / L5 入口)。遥操作数据(L4)、仿真评测(L5)与安全规范(L6)作为三条横向支撑,把四个方向缝合为一个可工程化交付的物理智能体运行时。
本组最重要的行业事实是"大小脑分离架构":Helix 的 7–9 Hz / 200 Hz 双系统与 GR00T N1 的双系统设计,把 Harness Loop 的"慢规划 + 快执行"从软件域的秒级压到了物理域的毫秒级;而银河星脑的"合一"路线提示这一共识并非终点。无论路线如何演化,本组的 Harness 底线不变——物理世界的错误不可逆,因此仿真先行与真机人在回路是硬约束,不是可选配置。
8. 参考资料
- 人形机器人创新发展指导意见 — 工业和信息化部,2023-11。https://www.ncsti.gov.cn/zcfg/zcwj/202311/P020231103482413965397.pdf
- 我国发布人形机器人与具身智能标准体系(2026 版)报道 — 人民日报海外版,2026-02-28。https://peoplesdaily.pdnews.cn/china/er/30051524844
- NVIDIA Releases Isaac GR00T N1 — NVIDIA Newsroom,2025-03-18。https://nvidianews.nvidia.com/news/nvidia-releases-isaac-gr00t-n1-worlds-first-open-humanoid-robot-foundation-model-and-simulation-libraries
- Accelerate Generalist Humanoid Robot Development with Isaac GR00T N1 — NVIDIA Developer Blog,2025。https://developer.nvidia.com/blog/accelerate-generalist-humanoid-robot-development-with-nvidia-isaac-gr00t-n1/
- Physical Intelligence 官网(π0 / π0.5 / π0.7 模型线)— Physical Intelligence。https://www.pi.website
- VLA Models Comparison Guide — roboticscenter.ai,2026。https://www.roboticscenter.ai/guides/vla-models-comparison
- Figure C 轮融资报道 — 财联社,2025-09-16。https://m.cls.cn/detail/2147044
- Figure 官方 Series C 公告 — Figure AI,2025-09。https://www.figure.ai/news/series-c
- 具身智能:解码中国机器人产业的破局之路 — 中宏网,2026-06。https://www.zhonghongwang.com/show-278-464160-1.html
- 具身智能向纵深加速 — 数字中国网,2025-12。https://www.digitalchina.gov.cn/2025/xwzx/szkx/202512/t20251230_5263761.htm
- Collaborative Robot Safety Standards 2026: ISO 10218-2025 — EVS Int,2025。https://www.evsint.com/zh-CN/collaborative-robot-safety-standards-2026-iso-10218-2025-ts-15066/
- 宇树科技官方支持页(H1 / G1 / M107 电机规格)— 宇树科技。https://support.unitree.com/home
- 中国具身智能发展报告 2025 — 东方财富 PDF,2026-02。https://pdf.dfcfw.com/pdf/H3_AP202602011819006121_1.pdf
- LIBERO 基准横向对比(arXiv 2602.18224)— arXiv,2026-02。https://arxiv.org/pdf/2602.18224
- 国内知名工业机器人用六维力传感器生产厂商 — 中国电子元件行业协会敏感元器件与传感器分会,2026-03-10。http://sensor.ic-ceca.org.cn/hangyezixun/508.html
Embodied Intelligence Group
1. Introduction
1.1. Positioning of the Group
The Embodied Intelligence Group covers the complete technology stack for agents entering the physical world, divided into four directions: Brain (01), Cerebellum (02), Servo Motors & Actuators (03), Materials & Sensors (04).
The most authoritative policy basis for this division is the Ministry of Industry and Information Technology's Guiding Opinions on the Innovative Development of Humanoid Robots (2023-11): the official framework divides the key technologies of humanoid robots into three technology clusters — "Brain, Cerebellum, and Body" — where the Brain corresponds to LLM-based environment perception, behavior control, and human-robot interaction; the Cerebellum corresponds to the motion-control algorithm library and simulation training environment; the machine limb corresponds to humanoid robotic arms, dexterous hands, and legs/feet; and the machine body corresponds to lightweight skeletons, high-strength bodies, and high-precision sensing. The Humanoid Robot and Embodied Intelligence Standards System (2026 Edition), released 2026-02-28, further covers the entire industrial chain through six major sectors: "Foundational Commonalities, Brain-like & Intelligent Computing, Limbs & Components, Complete Machines & Systems, Applications, and Safety & Ethics." The three-way classification of Turing Award laureate Andrew Yao (body, cerebellum, brain) provides a more accessible framework that is isomorphic to this partition.
Within the AI Harness system, this group offers the strongest explanatory fit for the six-layer model while also incurring the highest constraint cost. The agent runtime in the physical world shares the same structure as the agent runtime in the software domain — goal assembly, planning, tool execution, observation feedback, state update — but the cost of an error in each loop cycle shifts from "rolling back one deployment" to "damaging a device or injuring a person." This group's Harness must therefore upgrade the L6 governance & safety layer from a "recommendation" to a "hard constraint": simulation first, real-machine human-in-the-loop, and a prohibition on autonomously executing irreversible physical actions.
1.2. Core Assertions of the Group
Assertion 1: The "brain/cerebellum separation architecture" is the mainstream consensus of the industry today and the direct mapping of the Harness six-layer model onto the physical world.
- Figure Helix (2025-02) is the first publicly described "dual-system" VLA: the slow system (System 2) runs an onboard VLM at 7–9 Hz, handling scene and language understanding; the fast system (System 1) outputs full upper-body control at 200 Hz. These are the most frequently cited public parameters (official figures) for the "brain/cerebellum separation, frequency-tiered" architecture.
- NVIDIA Isaac GR00T N1 (2025-03-18) adopts an isomorphic dual system: System 2 performs VLM reasoning and planning, and System 1 is a Diffusion Transformer generating continuous actions (official figures).
- The reverse route also exists: Galaxy General (银河通用) has developed its own "Galaxy Astral Brain" (AstraBrain), claiming to be the "world's first whole-body, whole-hand end-to-end embodied foundation model that integrates brain-cerebellum-neural control in a single model," representing the "brain/cerebellum unification" route (company figures). Both routes are presented side by side; this document does not presuppose a single conclusion.
- The 2025 industry review summarizes: the brain is responsible for decomposing natural-language instructions into logical steps (generalization), while the cerebellum runs on a local computing platform, combining IMU/encoder/force-sensor feedback at millisecond-level frequency to output motor control signals (real-time, disturbance-resistant).
Assertion 2: The four directions each anchor to different layers of the Harness six layers, composing a complete "physical agent runtime."
| Embodied AI Direction | Mapped Layer | Correspondence |
|---|---|---|
| Brain | L1 (Context Engineering) + L3 (Orchestration & Control) | VLM perceptual assembly ≈ L1 context assembly; task decomposition, skill scheduling, multi-step planning ≈ L3 Plan-and-Execute |
| Cerebellum | L2 (Tools & Execution) + L3 (Real-time Control Loop) | Outputs action sequences at 50–200 Hz, equivalent to the tool execution loop of the Harness Loop, but with the latency budget compressed from seconds to milliseconds |
| Servo Motors & Actuators | L2 physical end of the actuator | Motors/reducers/lead screws are the physical carriers of "tool execution"; actuator selection ≈ tool contract (interface specification for torque/precision/response) |
| Materials & Sensors | L1 (Perceptual Input) + L5 (Observation) | Sensors are the physical source that "determines what the model sees," and the hardware entry point of the L5 observation feedback chain |
| Teleoperation & Real-machine Data | L4 (Memory & State) | Real-machine trajectory datasets ≈ long-term memory and a work-piece library; the data flywheel = experience accumulation and checkpoint reuse |
| Simulation & Evaluation | L5 (Evaluation & Observation) | Simulation training grounds = regression sets and Golden Dataset; sim2real transfer success rate = regression metric |
| Safety Regulations | L6 (Governance & Safety) | Power and Force Limiting (PFL) ≈ guardrails; functional safety grading ≈ permissions and red lines; safety certification ≈ compliance audit |
Assertion 3: This group's L6 red line is fundamentally different from that of the software engineering group. In the software domain, the cost of errors is availability and data; in the physical domain, the cost of errors is device damage and personal safety. ISO 10218:2025 (released 2025-02, effective 2025-04-01) has incorporated the collaborative-application safety requirements of ISO/TS 15066 (including Power and Force Limiting, PFL) into its body, becoming the anchor standard for this group's L6 layer. Hence this group's AGENTS.md hard constraints are "simulation first + real-machine human-in-the-loop," rather than the software domain's "sandbox + approval."
Assertion 4: The coincidental overlap of grading numbers must be explicitly distinguished. The group standard T/CIE 298-2025 Humanoid Robot Intelligence Grading adopts a "four dimensions, five levels" scheme (perception & cognition, decision & learning, collaboration & interaction, execution & performance as four dimensions; L1 basic execution level through L5 general intelligence level). This coincidentally shares the L1–L5/L1–L6 numbering with the Harness six-layer model but has completely different meanings, so the group's writing must not conflate the two.
Figure 1-1 | Embodied intelligence full-series stack and Harness six-layer mapping
Data sources and mapping basis: see the in-figure annotations and Section 1.2 of this document; the frequency anchors are from the official statements of Figure / Physical Intelligence / NVIDIA, information as of 2026-09-12.
1.3. Industry Landscape Data
| Dimension | Data | Source Nature |
|---|---|---|
| 2025 global humanoid robot shipments | 16,000 units, with China accounting for 84.7% | Physical AI industry report (secondary citation), Grade C |
| 2025 global humanoid robot shipments (perspective 2) | ~18,000 units (YoY +508%), with sales of about USD 440 million; 2026 forecast to exceed 50,000 units | IDC (re-cited), Grade B |
| 2026–2027 forecasts (perspective 3) | Goldman Sachs: 51,000 units in 2026, 76,000 in 2027; UBS: 30,000 units in 2026 (optimistic 40,000) | Broker forecasts (re-cited), Grade C, three perspectives presented in parallel |
| Domestic supply landscape | In 2025, more than 140 manufacturers released 330+ models, marking the "first year of mass production for humanoid robots" | MIIT (re-cited by Xinhua), Grade A- |
| China embodied intelligence financing | As of 2025-12: 744 investment events, total financing of RMB 73.543 billion | China Embodied Intelligence Development Report 2025, Grade B |
| Industrial foundation | 2024 China industrial robot installations of 295,000 units, with an operational installed base exceeding 2 million units | IFR World Robotics Report 2025 (re-cited), Grade B |
| Single-round financing anchor | Figure Series C raised over USD 1 billion, post-money valuation of USD 39 billion (2025-09) | Figure official / Cailianshe, Grade A- |
| Single-vendor scale anchor | Unitree shipped over 5,500 humanoid robots in 2025 (world's largest), with revenue of RMB 1.699 billion | Prospectus reporting (China Economic Net), Grade A- |
| Policy milestone | 2026 real-scenario practical-training special action: complete application validation and routine deployment in industrial, service, and special-purpose domains by end of 2026, building the capability to deliver on a 10,000-unit scale | MIIT, SASAC (re-cited by Zhonghong Web), Grade B |
Note: The three shipment perspectives come from different sources and statistical methods; consistent with convention, this document presents them in parallel rather than merging them. On player structure, industry reports classify players into three types: full-stack software-and-hardware players (Figure, AgiBot), hardware-heavy "body school" (Unitree, Agility, Apptronik), and software-heavy "brain school" (Physical Intelligence, Field AI, Galaxy General) — these three happen to echo the two ends of this group's four directions (brain vs. actuators).
2. Glossary
| Term | English / Abbreviation | Definition |
|---|---|---|
| 具身智能 | Embodied AI | An intelligent form in which a physical body (robot) serves as the execution and perception subject, completing tasks through interaction with the environment |
| 人形机器人 | Humanoid Robot | A robot with a humanoid form; the definition follows GB/T 12643-2025 Robots and robotic devices — Vocabulary |
| 视觉-语言-动作模型 | Vision-Language-Action, VLA | A multimodal foundation model that maps visual and language inputs directly to robotic action outputs |
| 双系统架构 | Dual-System Architecture | An architecture in which a slow system (VLM reasoning and planning) and a fast system (real-time control) run in tiers, e.g., Helix and GR00T N1 |
| 全身控制 | Whole-Body Control, WBC | A motion-control method that coordinates all degrees of freedom of the whole body in a unified manner |
| 模拟到现实迁移 | Sim-to-Real | A technical route for transferring policies trained in simulation to real robots |
| 强化学习 | Reinforcement Learning, RL | A learning method that optimizes policies through trial-and-error interaction with the environment, driven by reward signals |
| 模仿学习 | Imitation Learning, IL | A method for learning policies from human demonstration data, of which teleoperation data is the primary source |
| 遥操作 | Teleoperation | A way in which humans remotely operate robots via master–slave arms, VR, and other equipment to collect demonstration data |
| 世界模型 | World Model | A model that internally models and predicts environmental dynamics, usable for synthetic data generation and policy evaluation |
| 伺服电机 | Servo Motor | An actuation motor with closed-loop feedback control, the driving core of robot joints |
| 谐波减速器 | Harmonic Drive | A reducer composed of a wave generator, flex spline, and circular spline; a humanoid robot uses about 14–17 per machine |
| 灵巧手 | Dexterous Hand | An anthropomorphic multi-DOF hand actuator, accounting for roughly 20%–30% of a humanoid robot's total cost |
| 空心杯电机 | Coreless Motor | A miniature motor with a coreless rotor, 70%–90% efficiency, the mainstream choice for dexterous-hand actuation |
| 六维力传感器 | Six-Axis Force/Torque Sensor | A sensor measuring three force components and three torque components simultaneously; leading accuracy 0.1% FS |
| 功率与力限制 | Power and Force Limiting, PFL | A collaborative-safety technique retained after ISO/TS 15066 was merged into ISO 10218-2:2025; part of the L6 guardrails |
| 智能化分级 | Intelligence Grading | The "four dimensions, five levels" humanoid-robot intelligence grading system defined by T/CIE 298-2025, unrelated to the Harness L1–L6 layers |
3. Positioning Comparison of the Four Directions
3.1. Comparison Table of Direction Overviews
| Direction | Primary Tasks | Key Technologies / Components | Ground Truth for Judgment | Primary Risks | Typical Quantitative Anchors (Evidence Level) |
|---|---|---|---|---|---|
| 01 Brain | Scene and language understanding, task planning, skill scheduling, world models | VLA (RT-2 / π0 / π0.5 / OpenVLA / GR00T), world models (Cosmos / Genie 3) | Benchmark success rates such as LIBERO + real-machine acceptance | Open-world generalization failures; error accumulation in long tasks | π0 LIBERO average 94.2, π0.5 average 96.9 (A); OpenVLA-OFT 97.1 (A) |
| 02 Cerebellum | Motion control, Whole-Body Control WBC, RL sim2real, trajectory generation | Reinforcement learning training, physics simulation (Isaac Lab / MuJoCo / Newton), WBC controllers | Simulation benchmarks (HumanoidBench 27 tasks) + real-machine motion metrics | sim2real domain gap; falls and instability | GR00T N1 synthetic data +40%, real-machine average success rate 76.8% (A) |
| 03 Actuators | Joint actuation, speed-reduction transmission, end-effector grasping | Joint motors (e.g., Unitree M107 up to 360 N·m), harmonic/RV/planetary reducers, dexterous hands, coreless motors | Bench testing + national standard test methods (GB/T 43200-2023) | Lifespan and heat; supply-chain disruption | Green's third-harmonic precision ≤10 arcseconds (B); coreless motor efficiency 70%–90% (B) |
| 04 Materials & Sensors | Force, tactile, inertial and proprioceptive sensing; lightweight structures | Six-axis force sensors (0.1% FS / 10 kHz), tactile skins, IMU, PEEK / carbon fiber / magnesium alloy | Calibration and inspection specifications (GB/T 43199-2023) + complete-machine validation | Sensor drift; material-process consistency | Landpoint (蓝点) humanoid segment share 72.6% (GGII figures, B); 40% weight reduction extends battery life from 2 h to 6 h (C) |
3.2. Mapping Table of the Four Directions to the Harness Six Layers
| Direction | L1 Context Engineering | L2 Tools & Execution | L3 Orchestration & Control | L4 Memory & State | L5 Evaluation & Observation | L6 Governance & Safety |
|---|---|---|---|---|---|---|
| 01 Brain | Multimodal perceptual assembly, instruction understanding, prompt and context assembly | Skill-library invocation, API and tool interfaces | Task decomposition, skill scheduling, multi-step planning (Plan-and-Execute) | Scene memory, long-term experience (e.g., multi-scale embodied memory MEM) | Benchmarks such as LIBERO, open-world acceptance | Safety semantic filtering of output actions |
| 02 Cerebellum | Real-time assembly of body state and perceptual feedback | Joint-command output (50–200 Hz real-time loop) | Trajectory generation, gait and whole-body coordination scheduling | Motion skill library, policy checkpoints | HumanoidBench, sim2real transfer success rate | Torque and velocity limiting, instability protection |
| 03 Actuators | Actuator specifications as "tool contract" text | Physical execution by motors, reducers, lead screws, and tendons | Scheduling coordination between joint space and task space | Degradation and lifespan ledger | Bench testing (GB/T 43200-2023) | Overload protection, mechanical end stops |
| 04 Materials & Sensors | Sensor data = the physical source of what the model "sees" | — (the body is not the execution layer) | — | Calibration records, material batch archives | Six-axis force calibration (GB/T 43199-2023), online sensor monitoring | Sensor failure detection, source of the safety-loop signal |
3.3. Core Bottleneck Layer of Each Direction
- Brain: the bottleneck is at L5. There is a structural gap between 94%–97% on LIBERO and true open-world success rates — π0.5's core selling point is precisely "completing cleaning tasks in real homes never seen during training," showing that the evaluation loop has not yet caught up with the generalization goal. In addition, official vendor figures for VLA on-device inference latency are largely missing (only the Helix 200 Hz and π0 50 Hz figures can be cited), leaving L2 real-time validation without a unified yardstick.
- Cerebellum: the bottleneck is at L5 (sim2real domain gap). While synthetic data brings a +40% performance gain, the domain gap remains the primary cause of transfer failure; 27-task benchmarks such as HumanoidBench cover only the simulation side, and real-machine motion metrics still lack a unified benchmark.
- Actuators: the bottleneck is at L2. Actuator performance is the physical upper bound of the "tool contract" — once torque density, backlash, and response bandwidth are fixed, no upper-layer algorithm can surpass them. Hardware improvements such as a 2–3× increase in torsional stiffness (Green's third-harmonic) effectively expand the capability boundary of L2 tools.
- Materials & Sensors: the bottleneck is at L1. Sensor data quality determines the upper bound of what the model "sees": leading six-axis force accuracy of 0.1% FS and 10 kHz sampling are the hard constraints on current perceptual input; the industry expects 0.05% FS by 2026 and 0.01% FS by 2028, and every accuracy leap directly raises the ceiling of both L1 and L5.
4. Common Challenges and Countermeasures
| Challenge | Manifestation | Countermeasure | Layer |
|---|---|---|---|
| sim2real domain gap | Policies that converge in simulation become unstable on real machines | Data pyramid (web video → synthetic → real-machine teleoperation) + quantitative acceptance of synthetic-data gains (using GR00T +40% as reference) | L5 |
| Scarcity of real-machine data | Teleoperation collection is extremely slow (Mobile ALOHA body 75 kg, single-arm payload 750 g) | ALOHA-style low-cost master–slave arms + the ACT algorithm (about 50 demonstrations in 10 minutes reaching an 80%–90% success rate); million-scale shared datasets (AgiBot World: 1M+ trajectories, 217 tasks, 100 homogeneous robots) | L4 |
| Physical safety | Real-machine errors are irreversible and can injure people | Simulation first + real-machine human-in-the-loop; Power and Force Limiting PFL (ISO 10218-2:2025) | L6 |
| Conflicting evaluation figures | Gap between benchmark scores and real capability; conflicting statistical figures | Dual reporting of benchmark scores and real-machine acceptance; multi-perspective data labeled in parallel (e.g., 2025 shipments of 16,000 / 18,000 units) | L5 |
| Grading terminology confusion | The L1–L5 of T/CIE 298-2025 coincidentally match the numbering of Harness L1–L6 | Explicitly distinguish throughout group writing; always cite the full standard number | Global |
| Supply-chain and figure risk | Harmonic drive global share varies sharply across three figures: 40% / 75% / 80% | Always label key share data with its statistical basis and source nature | Global |
5. Standards and Regulatory Map
| Standard / Policy | Level | Relationship to This Group |
|---|---|---|
| Guiding Opinions on the Innovative Development of Humanoid Robots (MIIT, 2023-11) | Policy | The policy basis for the "brain, cerebellum, body" three-cluster division; two-phase goals for 2025 / 2027 |
| Humanoid Robot and Embodied Intelligence Standards System (2026 Edition) (MIIT, 2026-02-28) | Policy | Six sectors covering the entire industrial chain; terminology follows GB/T 12643-2025 |
| ISO 10218-1/2:2025 (released 2025-02, effective 2025-04-01) | International standard | ISO/TS 15066 collaborative-safety requirements (including PFL) merged in; this group's L6 anchor; will serve as a harmonized standard for the EU Machinery Regulation (2023/1230) |
| GB/T 43200-2023 Integrated joint performance and test methods for robots | National standard | Test basis for the actuator direction |
| GB/T 43199-2023 Detection specifications for robot multi-dimensional force/torque sensors | National standard | Calibration basis for six-axis force sensors (Kunwei Technology is the core lead drafting unit) |
| GB/T 44251-2024 Performance requirements and test methods for legged robots | National standard | Test basis for motion performance in the cerebellum direction (implemented 2025-03-01) |
| T/CIE 298-2025 Humanoid Robot Intelligence Grading | Group standard | "Four dimensions, five levels" grading; explicitly distinguished from the Harness six-layer model |
6. Documentation Navigation
| File | Content | Intended Audience |
|---|---|---|
| Brain (VLA) | Brain: VLA model lineage (RT-2 / OpenVLA / π0 / GR00T), task planning, semantic understanding, world models | Algorithm and model teams |
| Cerebellum (Motion Control) | Cerebellum: motion control, Whole-Body Control WBC, reinforcement learning sim2real, trajectory generation | Motion-control teams |
| Actuators & Servo | Servo motors & actuators: joint motors, harmonic/RV/planetary reducers, dexterous hands, coreless motors | Structure and hardware teams |
| Materials & Sensors | Materials & sensors: six-axis force sensors, tactile skins, IMU, lightweight materials, e-skin | Sensing and materials teams |
| AGENTS.md | Group-level top-level specification: physical-world safety red lines, simulation-first principle, teleoperation data compliance | Everyone |
| SKILL.md | Group-level standard skills: the standard execution workflow for embodied tasks | Everyone |
7. Summary
The four directions of the Embodied Intelligence Group form a complete top-down chain: the brain decides "what to do" (L1/L3), the cerebellum decides "how to do it in real time" (L2/L3 hard real-time loop), the actuators decide "what is physically achievable or not" (L2 end), and materials & sensors decide "what can be seen and touched" (L1 source / L5 entry). Teleoperation data (L4), simulation evaluation (L5), and safety regulations (L6) serve as three lateral supports that stitch the four directions together into an engineering-deliverable physical agent runtime.
The most important industry fact for this group is the "brain/cerebellum separation architecture": Helix's 7–9 Hz / 200 Hz dual system and GR00T N1's dual-system design compress the "slow planning + fast execution" of the Harness Loop from the second-level timing of the software domain to the millisecond-level timing of the physical domain; meanwhile, Galaxy Astral Brain's "unification" route suggests this consensus is not the end point. Whatever direction the route evolves in, this group's Harness bottom line remains unchanged — errors in the physical world are irreversible, and therefore simulation first and real-machine human-in-the-loop are hard constraints, not optional configurations.
8. References
- Guiding Opinions on the Innovative Development of Humanoid Robots — Ministry of Industry and Information Technology, 2023-11. https://www.ncsti.gov.cn/zcfg/zcwj/202311/P020231103482413965397.pdf
- Report: China Issues the Humanoid Robot and Embodied Intelligence Standards System (2026 Edition) — People's Daily Overseas Edition, 2026-02-28. https://peoplesdaily.pdnews.cn/china/er/30051524844
- NVIDIA Releases Isaac GR00T N1 — NVIDIA Newsroom, 2025-03-18. https://nvidianews.nvidia.com/news/nvidia-releases-isaac-gr00t-n1-worlds-first-open-humanoid-robot-foundation-model-and-simulation-libraries
- Accelerate Generalist Humanoid Robot Development with Isaac GR00T N1 — NVIDIA Developer Blog, 2025. https://developer.nvidia.com/blog/accelerate-generalist-humanoid-robot-development-with-nvidia-isaac-gr00t-n1/
- Physical Intelligence Official Website (π0 / π0.5 / π0.7 model line) — Physical Intelligence. https://www.pi.website
- VLA Models Comparison Guide — roboticscenter.ai, 2026. https://www.roboticscenter.ai/guides/vla-models-comparison
- Report on Figure's Series C Financing — Cailianshe, 2025-09-16. https://m.cls.cn/detail/2147044
- Figure Official Series C Announcement — Figure AI, 2025-09. https://www.figure.ai/news/series-c
- Embodied Intelligence: Decoding the Breakthrough Path of China's Robot Industry — Zhonghong Web, 2026-06. https://www.zhonghongwang.com/show-278-464160-1.html
- Embodied Intelligence Accelerates in Depth — Digital China Web, 2025-12. https://www.digitalchina.gov.cn/2025/xwzx/szkx/202512/t20251230_5263761.htm
- Collaborative Robot Safety Standards 2026: ISO 10218-2025 — EVS Int, 2025. https://www.evsint.com/zh-CN/collaborative-robot-safety-standards-2026-iso-10218-2025-ts-15066/
- Unitree Official Support Page (H1 / G1 / M107 motor specifications) — Unitree. https://support.unitree.com/home
- China Embodied Intelligence Development Report 2025 — East Money PDF, 2026-02. https://pdf.dfcfw.com/pdf/H3_AP202602011819006121_1.pdf
- LIBERO Benchmark Cross-Comparison (arXiv 2602.18224) — arXiv, 2026-02. https://arxiv.org/pdf/2602.18224
- Domestic Well-Known Manufacturers of Six-Axis Force Sensors for Industrial Robots — China Electronic Components Industry Association, Sensitive Components and Sensors Branch, 2026-03-10. http://sensor.ic-ceca.org.cn/hangyezixun/508.html