Why embodied intelligence's first major commercial test is in warehousing and logistics

Warehousing and logistics is seen as the scenario closest to real production for embodied intelligence, because it combines high-frequency real demand, a semi-structured environment, and quantifiable business metrics. The article divides the players into three groups: embodied intelligence startups, traditional logistics equipment companies, and end logistics enterprises such as JD Logistics, SF Express, and China Post, which respectively hold technology, systems, and scenario resources.