平安先进制造股票基金经理张荫先：人形机器人产业有望成为未来多年的黄金投资赛道

Core Insights - The year 2025 is projected to be a milestone for the mass production of humanoid robots, marking the beginning of a significant growth phase in this sector [1][2] Group 1: Market Drivers - The humanoid robot industry is experiencing unprecedented growth driven by advancements in technology, increasing market demand, and strong policy support [2] - Rapid iterations in artificial intelligence provide humanoid robots with enhanced capabilities, enabling them to better understand and execute tasks [2] - The global aging population and rising labor costs are creating a pressing demand for humanoid robots to replace human labor in various settings [2] Group 2: Production and Market Potential - It is anticipated that over a thousand humanoid robots will be produced and delivered in 2025, with total production potentially exceeding ten thousand units [2] - The market for humanoid robots is expected to reach 2 million units by 2030, corresponding to a market value of approximately 570 billion yuan [2] Group 3: China's Role in the Industry - China plays a crucial role in the global humanoid robot industry, leveraging its strong manufacturing base in smartphones and electric vehicles [3] - The country's manufacturing sector accounts for over one-third of global production, providing ample opportunities for training, iteration, and upgrading of humanoid robots [3] - Breakthroughs in key technologies, such as embodied large models, are providing robust technical support for the development of humanoid robots in China [3] Group 4: Investment Opportunities - The rapid development of the humanoid robot industry presents significant investment opportunities across the entire supply chain, from manufacturers to key component suppliers [3] - Companies that are likely to enter the supply chain for humanoid robots or those improving their core business while expanding into robotics are seen as promising investment targets [4]