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Can humanoid robots move beyond the games?_我的网站

一 |     IT时报记者 郝俊慧          夏日炎炎，比天气更热的是AI。         7月20日，2026世界人工智能大会（WAIC 2026）的展馆里，有两个词到处可见：智能体和Token。    

         
On the blue track inside the National Speed Skating Oval, robots chased each other in the 400-meter race. A sprinting Tien Kung robot was tripped by a rival robot lying on the track but did not fall. Instead, it adjusted its posture in seconds and continued toward the finish line with a result of 38.15 seconds, breaking human 400-meter race world record of 43.03 seconds, held by South African athlete Wayde van Niekerk. 
This scene unfolded on Sunday, the first official competition day of the 2nd World Humanoid Robot Games (WHRG). Later that evening, a humanoid robot named Lightning, developed by Honor Co., broke the long-standing human 1,500-meter world record of 3:26 set by Moroccan athlete Hicham El Guerrouj with a time of 2:30.22. Just one night earlier, during the opening ceremony's 100-meter sprint and high jump demonstrations, humanoid robots had already shattered records long held by human athletes Usain Bolt and Javier Sotomayor — merely an appetizer for the five-day sci-fi spectacle.
The Games have attracted 666 teams from 16 countries across six continents, up 138 percent from its inaugural edition. The number of participating robots quadrupled to 2,056, the Global Times learned from the organizing committee.
Yet the biggest change this year was not only the scale, but also the technological maturity. More teams have shifted from remote-controlled robots to fully autonomous systems. Chinese observers, after watching several events, said humanoid robots are no longer limited to simple demonstrations of walking or dancing. Increasingly, they are being tested in environments that demand speed, coordination, perception and decision-making.
From movement to intelligence

Behind the record-breaking performances are a series of technological upgrades. During the running events, Global Times reporters observed that robots were able to make subtle movements around their hip joints while walking, allowing them to maintain balance and produce movements closer to human biomechanics.
Guo Yijie, technical director of Tien Kung Ultra, said the improvement came from advances in hardware design.
"Robot joints have improved in torque and speed. As competitions demand higher power output, the reliability of the main control board, power board and high-power battery discharge capability have become increasingly important," Guo told the Global Times.
According to Guo, the same Tien Kung Ultra robot was used in both sprinting and jumping events. For running, the waist needs rotation to balance the inertia generated by leg movements. For jumping, the upper body requires pitching movement to help the robot achieve greater distance or height, Guo said, noting that these can all be achieved with only slight adjustments to the waist configuration were needed, and it highly demonstrated to the robot design's flexibility.
Besides the hardware upgrades, developments in robots' faster decision-making in "brains' is better showcased in football competitions.
The Booster T2 robot used by many domestic and overseas football teams has increased its onboard computing capability by 10 times compared with the previous generation. The time from recognizing the goal to deciding whether to pass or shoot has been reduced to around 100 milliseconds - faster than the time humans usually need to blink.
Cheng Hao, a technical representative from Boosters Robotics, said the improvement represents an "end-to-end" transformation in embodied intelligence.
"In the past, robots relied on separate steps: perception, planning, decision-making and execution. Each stage was disconnected. Now, with an end-to-end motion foundation model, visual input can directly generate joint control commands," Cheng said.
The newly introduced table tennis and tennis competitions are also testing another important capability: perception.
"Robots are moving from simply recognizing the three-dimensional position of a ball to understanding the movement information of opponents and more complex environments," said Li Yinghui, a postdoc researcher and the leader from the Hong Kong University team at the table tennis event. Such capabilities developed in sports scenarios could eventually be transferred to other scenarios in industries or daily life, Li said. 
Beyond entertainment
Though clips from the robot competitions have made a buzz on social media, with some critics from Western media questioning why robots need to dance, play football or compete in athletics while arguing that these activities appear far from everyday needs.
Zhou Changjiu, Vice President of the RoboCup Federation and the Robotics Competition Association of the Asia-Pacific (RCAP), stressed robot sports are not designed for entertainment alone. "Robot competitions are testing the capabilities needed for humanoid robots to enter the real world," Zhou told the Global Times.
Different events evaluate different abilities. Sprinting tests speed, marathons examine battery endurance and energy management, while football provides a comprehensive test because of its dynamic and unpredictable nature, testing intelligence, manipulation, interaction, safety, cost and trust at the same time, Zhou said.
Unlike a single-task demonstration, football requires robots to cooperate. Players must understand their own roles, recognize teammates and opponents, and make collective decisions - a form of swarm intelligence that could become essential when robots work together in homes, factories and emergency rescue environments.
Entertainment, however, can generate business opportunities. Gu Jinghai, brand director of EYOU Robot Co, told the Global Times that the company sold 95,000 integrated joints in China in 2025 and expects sales to exceed 1 million units in 2026. Growth mainly comes from planetary joints used in entertainment robots, while harmonic joints for industrial robots are also expanding steadily, he said. 
Jiao Jichao, an executive from UBTECH Robotics, said the criticism that "Chinese robots can only sing and dance" reflects only a temporary stage of development. "Performance and dancing are also real commercial demands, and their existence has value," Jiao said. "Beyond entertainment, Chinese robots are already demonstrating intelligent capabilities that support practical applications in manufacturing, and partnerships with companies including Huawei and Foxconn, where robots have already entered production lines in small-scale applications."
The Outline of the 15th Five-Year Plan for National Economic and Social Development of China stated that the country will construct a comprehensive cultivation system for future industries including the embody intelligence as new economic growth drivers.
Zhou said the development of humanoid robots is not only about individual machines, but about building an entire ecosystem.
China's advantage lies in its complete supply chain, abundant application scenarios and manufacturing capabilities, while the fast growing industry still faces challenges such as the lack of unified standards.
Gu said the company has launched mass production of robotics joint under domestic standard of auto parts. 
Robot competitions can help address these issues by creating common standards in areas such as competition rules, robot dimensions, communication systems, batteries and joint modules. "As applications expand, the cost of key robot components will continue to decline," Zhou said. 
"Numbers are magic," Zhou said. "If producing one robot costs a huge amount because it is handmade, producing one million robots will completely change the cost structure."
For humanoid robots, the race taking place inside the Ice Ribbon may not ultimately be about who crosses the finish line first. It may be about whether these machines can learn to navigate the far more complicated race outside the stadium - the race into the real world.
。不少展台演示着类似的场景：某个智能体如何替人完成一段工作，比如读财报、写代码、打开网页……          然而，《IT时报》记者的一个困惑始终无法被解答：如何衡量这些智能体的价值？Token烧完之后，企业到底得到了什么？          “用Token收费，是大模型公司一种很‘狡猾’的做法，它不为自己的错误买单，你的钱还被花了。

二 | ”2026世界人工智能大会期间，在容联云举办“协同进化·价值共生——企业级Agent的进化与商业化落地”的主题论坛上，亿欧董事长王彬坦言。         容联云产研中心副总经理唐兴才引用的一组数据与之相印证：全球88%的企业已经部署了Agent，但其中不到10%的Agent真正为企业创造了可量化的业务价值。         论坛上，从Token定价模式到效果付费，从技术指标到业务闭环，围绕“价值”重新校准的AI评价体系成为嘉宾热议的话题。         当日，容联云宣布全栈产品Agent化，涵盖Voice Agent、质检Agent、辅助Agent、协呼Agent、CRM辅助Agent、智能客服Agent、私域运营Agent等完整产品矩阵，实现对企业营销、销售、服务、质检、运营全场景的纵深覆盖。         Token黑洞 价值缺席          现阶段的企业级Agent往往有一个核心矛盾：Token在加速消耗，价值却持续缺席。         唐兴才描述了一个典型场景：企业引入AI编程工具后，如果不加以节制和规划使用，单个程序员的Token消耗成本可能是自身人力成本的10倍。许多企业初期以Token消耗量作为智能化程度的度量指标，直到财务报表出来，才发现成本膨胀与价值产出之间完全脱钩。         在现有按Token消耗计费的模式下，AI服务方不承担产出质量风险，所有试错成本全部由企业端承担。         在商业模式中，这是一个典型的错位：供给方按消耗收费，消耗越多赚得越多，却与使用方的价值无关，优化Token成本的动力显然不足。         唐兴才也举例，一个语音Agent的意图识别准确率达到95%，但如果它无法推动订单转化、无法缩短工单了结时长、无法提升复购率，95%这个数字对企业经营者而言没有实际意义。         “关注业务闭环应关注的是业务指标，订单转化率、工单了结时长、运营覆盖人数与GMV贡献。

三 | ”唐兴才指出。         但目前来看，技术指标和业务指标之间是断层的，需要工程化能力和行业Know-how来建立桥梁。         王彬将这一现象归结为评价体系的缺位。他提出VPT（Value Per Token）模型，主张以单位Token创造的商业产出来衡量AI的实际生产力，推动智能体从“Token消费者”向“价值生产者”跃迁。这一框架的核心逻辑是：Token的定价权不应掌握在算力提供方手中，而应由其对业务结果的实际贡献来决定。

四 |          效果付费 共担风险          当评价体系从技术指标转向业务指标，收费模式的重构就成为必然。         容联云解决方案中心总经理闫玉华在论坛圆桌环节透露，容联云今年正在探索一种新的业务模式——效果付费或成果付费，尤其涉及AI新技术和新场景，通过共担风险的方式化解客户的投入顾虑。         效果付费的前提，是Agent能够在特定场景中实现业务闭环，产出可被量化的业务结果。         今年6月，容联云发布了Voice Agent。数据显示，在银行信贷催收与营销场景中，日均通话超过2万通，完成率94%。

五 | 以可比口径计算，人工坐席月成本为5000至8000元，日均处理话务150至300通；Voice Agent月成本2000至3000元，日均处理话务量1万通以上，而且24小时运转，服务标准统一。         当Agent的产出可以精确到通话量、完成率、回款金额这些业务指标时，效果付费就具备了可操作性的商业模式。         私域运营Agent则提供了另一个维度。一个人力运营人员管理几千到几万用户已是上限，而Agent可管理几十万乃至上百万用户，容联云的私域运营Agent已独立管理超8万私域客户，经营规模增长87%。         在效果付费框架下，这一数字可以直接映射为GMV增量，成为定价的依据。

六 |          多点数智副总裁张宇的定价逻辑也很清晰，他以海外一个大超市客户为例，生鲜年销售额三四十亿元，损耗率8%至9%，通过补货智能体，哪怕损耗率只降低1个百分点，一年就节省数千万元，AI系统的投入成本相比之下几乎可以忽略。         如果Agent替代的是一个具体的岗位、承担的是一个具体的KPI，它的定价就不再取决于消耗了多少Token，而是取决于创造了多少可衡量的业务增量。         企业级Agent的价值锚点          企业级Agent的价值锚点究竟在哪里？          根据容联云这几年的实践，唐兴才总结认为，数据连通、人机协同、业务闭环缺一不可。         数据连通是价值锚点的地基。

七 | 企业内部的Agent平台与CRM、ERP等业务系统长期割裂，Agent无法理解订单、合同、工单等业务对象的语义，也无法将作业过程中的知识与经验沉淀为可复用的资产。容联云的解法是在Agent与底层系统之间架设数据语义层，将业务数据抽象和实体化。         业务闭环是价值锚点的度量刻度。唐兴才认为，企业级Agent有四个阶段的进化路径：单点能力（Copilot）、闭环任务、人机协作、自主业务闭环。前三个阶段，Agent的价值仍然依附于人的判断和执行；只有到第四阶段，Agent自主完成从订餐到信审的完整业务链路，其对业务结果的贡献才具备独立可量化的条件。         容联云将全栈产品Agent化，本质上是寻找那些可以实现业务闭环的场景，将Agent的考核从技术指标体系切换到业务指标体系。         行业Know-how是价值锚点的壁垒，多点数智在零售领域积累了10年的数字化底盘（Dmall OS）和智能中枢（D-BRAIN），因此，其Agent集群能够在选品、定价、补货、巡检等核心环节，输出可量化的经营结果。

八 |          简而言之，企业级Agent的价值不在通用模型的参数规模，而在垂直行业知识与业务流程的深度融合。         论坛上，嘉宾们形成的共识是，Agent 规模化核心突破口在于深度绑定企业客服、风控等核心业务，而技术幻觉、业务组织抵触是规模化两大核心壁垒。未来一年，多角色协同 Agent、全企业规模化部署将成为产业关键突破方向，合规与信任仍是长期普及的最大制约。

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