人形机器人万亿市场 A股哪些公司分蛋糕？

Core Insights - The humanoid robot sector has seen significant positive developments since July, including acquisitions and new product launches, indicating a potential shift towards commercialization [1][2] - The market for humanoid robots is projected to grow substantially, with various institutions providing differing forecasts for market size and sales volume by 2030 and beyond [4][5] - The humanoid robot industry is currently in its early stages, with expectations of reaching a market scale in the hundreds of billions within 5-10 years, and potentially exceeding a trillion in the long term [5][7] Market Dynamics - The humanoid robot market is characterized by a mix of established supply chain companies entering the sector to drive growth and upgrade their operations, which presents investment opportunities [2] - The market is influenced by several factors, including policy changes that have increased risk tolerance among investors, advancements in technology, and significant product demonstrations by leading companies like Tesla [6][7] Industry Structure - The humanoid robot industry can be divided into three main functional modules: perception layer, decision layer, and execution layer, each comprising various components and technologies [9] - The value distribution within humanoid robots is primarily centered around hardware, with a clearer valuation framework compared to software and algorithms [10] Key Components and Companies - The humanoid robot supply chain includes core components such as planetary roller screws, frameless torque motors, reducers, force/torque sensors, and hollow cup motors, with various companies actively developing these technologies [11][12][15][20][21] - A significant number of listed companies in China are involved in the production or planning of humanoid robot components, with a focus on automotive parts and machinery sectors [13][14] Future Outlook - The humanoid robot market is expected to experience rapid growth, with projections suggesting a market size that could rival the automotive industry in the long term [5][7] - Companies are increasingly focusing on R&D and production capabilities for key components, indicating a robust pipeline for future developments in the humanoid robot sector [14][19][25]