具身智能 · 机器人

它石智航AWE 3.5获SAIL奖
具身Scaling能力全面释放

Tashihang AWE 3.5 Wins SAIL Award
Embodied Scaling Arrives

在WAIC 2026把1:1环形线束流水线搬进展馆,多台机器人集群合作装配,新任务只需小时级数据采集即可跑通,首席科学家丁文超判断2027年上半年迎来分水岭。

At WAIC 2026 a 1:1 circular wiring harness assembly line runs on the exhibit floor with multi-robot collaboration; new tasks need only hours of data collection, as chief scientist Ding Wenchao predicts a watershed by H1 2027.

No.020 2026.07.23 约 5 分钟阅读 ~5 min read

插孔小到必须眯起眼睛才能勉强对准,插进去还可能是误插——汽车线束装配被称为工业自动化的“深水区”,工人培训一个月,在岗坚持不到三个月就离职。

在2026世界人工智能大会(WAIC)上,具身智能公司它石智航把一条1:1还原的环形线束流水线直接搬进了展馆。多台机器人集群协作,流水线轮转线束板,每个工位同时装配不同线型。它石首席科学家丁文超甚至调侃:“现场我们都不敢让它一直干活,怕机器人干太快给料用完了。”支撑这条产线的是当天首发的具身原生基座模型AWE 3.5,它也摘得了本届WAIC的最高奖项SAIL之星——是本届大会唯一获此奖项的通用具身大模型。

原生模型路线:从第一性原理重构具身大脑

今年具身智能圈一直在争论VLA(Vision-Language-Action)和世界模型谁是未来,但真正训模型的人根本不在乎路线之争——他们只看一件事:能不能优化Action(动作)。

VLA架构的问题在于,视觉和语言在预训练阶段就紧密耦合了,动作模态却要到后训练才通过SFT接入。这相当于学生先学完所有理论课,临考前才开始动手做实验。世界模型路线虽然能利用大规模视频学习表征,但互联网视频模型的Attention结构已经在百万小时的猫狗视频上定型,直接嵌入具身基座会带来两个问题:视频模型的幻觉跑进动作策略,以及视觉理解和动作永远无法同步。

它石智航的选择是另起炉灶——从头训一个原生的具身模型。AWE 3.5从预训练阶段就把视觉、语言、动作等多种模态一起喂给模型,同一套架构既能输出动作也能预测未来。丁文超称之为“One Model结构”:模型本身不变,只改变输入输出的组合方式,就能切换出不同“人格”。视觉到动作是Base Policy;以动作为条件预测未来视觉是Action-Conditioned World Model;两者交互形成完整的强化学习闭环。

具身Scaling已全面释放

AWE 3.5最核心的突破是:模型成了自己的仿真器

传统的机器人训练需要在真机上反复试错——拉拉链,拉偏了,重来;力度不对卡住了,重来。数据贵、速度慢、设备磨损大。AWE 3.5的做法是先在模型的“脑海”里模拟,想象各种力度下的结果,把最优策略告诉Base Policy,比真机试错快了不止一个数量级。预训练建立通用物理交互能力,后训练在模型内部的世界里自我对弈、自我强化。

这套范式之所以能跑通,背后是两条暗线的交汇:超百万小时的human-centric真实数据,以及能消化这些数据的Infra。AWE 3.5基于超百万小时human-centric数据训练——这个量级与视频生成模型和自动驾驶所需数据相当。关键是,现在新任务只需要小时级别的数据采集就能跑通到大致可用的程度。这意味着Scaling的威力已经在具身智能领域得到印证。

丁文超给出了一个判断:具身Scaling已全面释放,2027年上半年到年中可能出现分水岭。行业已经从“机器人跳舞表演”进入“机器人真干活”的阶段。今年WAIC具身智能企业超过200家,机器人展区人流明显超过其他区域——展会热度是先行指标。当AI Coding倒逼语言模型建立了数据闭环和Harness Engineering体系之后,具身智能正在等待自己的“Killer App”闭环场景。线束装配可能就是第一个。

明天见。

The pin holes are so small you have to squint to align them, and even when you think you've got it, you might have mis-inserted — automotive wiring harness assembly is called the “deep water” of industrial automation; workers train for a month, and many don't last three months on the job before quitting.

At WAIC 2026, embodied AI company Tashihang brought a 1:1 scale circular wiring harness assembly line directly onto the exhibit floor. Multiple robots collaborated in clusters; the line rotated harness boards; each station assembled different harness types simultaneously. Tashihang Chief Scientist Ding Wenchao even joked: “On site we don't dare let it run continuously — we're afraid the robots will work too fast and run out of materials.” Powering this line was the day's newly released embodied native foundation model AWE 3.5, which also took home WAIC's highest honor, the SAIL Star award — the only general-purpose embodied large model to win the award this year.

The Native Model Approach: Rebuilding the Embodied Brain from First Principles

This year the embodied AI community has been debating whether VLA (Vision-Language-Action) or world models represent the future, but people actually training models don't care about these labels — they care about one thing: does it optimize Action?

The VLA architecture's problem is that vision and language are tightly coupled from pretraining, but the action modality isn't connected until post-training via SFT. It's the equivalent of a student learning all the theory first, then starting lab work the night before the exam. The world model approach leverages large-scale video for representation learning, but internet video models' attention structures have already been shaped by millions of hours of cat and dog videos; plugging these directly into an embodied foundation causes two issues: video model hallucinations leak into action policies, and visual understanding never synchronizes with action.

Tashihang chose to start from scratch — training a natively embodied model from the ground up. From pretraining, AWE 3.5 feeds vision, language, action, and other modalities into the model together; the same architecture can both output actions and predict the future. Ding calls this the “One Model structure”: the model itself doesn't change; only the input-output configuration changes to switch between “personalities.” Vision-to-action is the Base Policy; action-conditioned future visual prediction is the Action-Conditioned World Model; their interaction forms a complete reinforcement learning loop.

Embodied Scaling Has Fully Arrived

AWE 3.5's core breakthrough: the model becomes its own simulator.

Traditional robot training requires trial and error on real hardware — zip a zipper, pull crookedly, try again; wrong force gets it stuck, try again. Data is expensive, speeds are slow, hardware wears out. AWE 3.5's approach is to first simulate inside the model's “mind,” imagining outcomes under different forces, then feeding the optimal policy to the Base Policy — faster than real-world trial-and-error by more than an order of magnitude. Pretraining establishes general physical interaction capability; post-training enables self-play and self-reinforcement inside the model's internal world.

What makes this paradigm work is the convergence of two hidden threads: over a million hours of human-centric real-world data, and the infra to digest it. AWE 3.5 is trained on over a million hours of human-centric data — a scale comparable to what video generation models and autonomous driving require. Crucially, new tasks now need only hours of data collection to reach a roughly usable level. That means Scaling's power has been validated in embodied AI.

Ding offered a clear assessment: embodied scaling is fully unlocked, and a watershed moment likely arrives between H1 and mid-2027. The industry has moved from “robots dancing for show” to “robots actually working.” Over 200 embodied AI companies exhibited at WAIC this year, with the robotics area drawing noticeably larger crowds than other zones — exhibit traffic is a leading indicator. After AI Coding forced LLMs to build data flywheels and Harness Engineering systems, embodied AI now awaits its own “killer app” closed-loop scenario. Wiring harness assembly might just be the first.

See you tomorrow.

新任务只需要小时级数据采集就能跑通——这是具身智能领域Scaling Law被验证的信号。

—— 它石智航首席科学家丁文超

New tasks need only hours of data to reach usable levels — that's the signal that Scaling Laws are validated in embodied AI.

— Ding Wenchao, Chief Scientist, Tashihang
它石智航 · AWE 3.5 · 具身智能 · WAIC 2026 · SAIL奖 · 线束装配 · One Model · 世界模型 · 具身Scaling
Tashihang · AWE 3.5 · embodied AI · WAIC 2026 · SAIL award · wiring harness · One Model · world model · embodied scaling
Sources · 信源 Sources

本文基于 Dawn Vision 认知引擎处理的 12 个源信号生成,经编辑部人工审核。素材来源:量子位、新浪财经、徐汇区官方发布。

This article was generated by the Dawn Vision cognitive engine processing 12 source signals, with human editorial review. Sources: QbitAI, Sina Finance, Xuhui District official release.