【链接世界 共创未来】一台人形机器人背后的“超级链”

Core Insights - The humanoid robot technology in China is rapidly evolving, becoming a new frontier for technological competition and a key driver for future industries and economic development [1] - China has established a complete humanoid robot industry chain, with all core components sourced domestically [1] Industry Landscape - Hundreds of companies are currently developing the humanoid robot supply chain in China, with key regions including Beijing, Shanghai, Guangzhou, Shenzhen, and Hangzhou forming major industrial clusters [3] - The chip industry, previously a bottleneck, has now been developed in cities like Wuhan, Shenzhen, Tianjin, and Changsha [3] - The perception sector, akin to human senses, has a strong presence in the Yangtze River Delta and Pearl River Delta, with notable companies in Beijing, Hefei, Nanning, and Weifang [4] - The execution sector shows significant advantages in China, with a wide distribution of manufacturers across eastern regions like Shanghai, Guangdong, Jiangsu, Zhejiang, and Fujian [4] - Lightweight materials for the body and shell of humanoid robots are also a strength, with strong capabilities in the Yangtze River Delta, Pearl River Delta, and Henan [4] Patent and Innovation - Over the past five years, China has filed 5,880 patents for humanoid robots, significantly outpacing the United States (1,483), Japan (1,195), and the World Intellectual Property Organization (1,123) [5] - By 2024, the number of humanoid robot models released in China is expected to surpass those from other countries and regions [5] Industry Synergy - The artificial intelligence and electric vehicle sectors are rapidly converging with the humanoid robot industry, with significant penetration rates in various fields [7] - The Chinese government has prioritized the development of new energy vehicles and intelligent connected vehicles since 2015, leading to a robust growth in the humanoid robot sector by 2023 [7] - The combination of a mature supply chain, localized market opportunities, and strong government support has enabled Chinese startups to make significant progress in the humanoid robot field [7]