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人形机器人产业落子何处︱长三角经济观察

Core Insights - The humanoid robot industry in China is experiencing rapid growth, with regional clusters in the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, and Beijing-Tianjin-Hebei forming distinct competitive advantages through differentiated paths of technological implementation and industrial collaboration [1][2] Industry Layout - As of 2025 H1, there are 332 humanoid robot companies in China, with the Yangtze River Delta having the highest concentration at 133 companies, accounting for 40.06% of the national total [2] - The Yangtze River Delta benefits from a dense research network, facilitating significant technology spillover, while the Guangdong-Hong Kong-Macao region relies on major companies like Huawei and Tencent for innovation [2] - The Beijing-Tianjin-Hebei region is characterized by strong technical leadership from institutions like the Chinese Academy of Sciences and Tsinghua University, creating a unipolar magnetic effect centered in Beijing [2] Innovation Capability - As of 2024, China has published 652 effective invention patents in the humanoid robot sector, with the Yangtze River Delta accounting for 33.3% of these patents [4][5] - The top patent applicant, Beijing Institute of Technology, has 181 patents, indicating a strong focus on foundational research in the Beijing-Tianjin-Hebei region [4] Financing Situation - In Q1 2025, there were approximately 37 financing events in the humanoid robot sector, totaling around 3.5 billion yuan, with the number of events reaching 70% of the total from the previous 11 months [6] - The largest single financing round was 120 million USD (approximately 880 million yuan) for Itstone Intelligent Navigation, marking a record in the sector [6] Comparative Advantages - The Guangdong-Hong Kong-Macao region boasts a complete hardware manufacturing system, with 55% of global embodied intelligence supply chain capacity concentrated there, facilitating rapid technology transfer [7] - The Beijing-Tianjin-Hebei region's strength lies in its integration of research, policy, and application, with a high technology achievement conversion rate in medical robotics [8][9] - The Yangtze River Delta has established a comprehensive industrial chain, with over 50% of national production capacity and a high localization rate for core components, enhancing its competitive edge [10][11][12] Regional Collaboration - The Yangtze River Delta's collaborative innovation mechanism is a key differentiator, with a focus on policy coordination and cross-regional industrial integration [12][13] - The region's "Shanghai as the source + Yangtze River Delta incubation" model fosters a unique competitive advantage through multi-dimensional collaboration [12][13]