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一个关节从五六万元降到五六百元 人形机器人产业链日趋成熟
Mei Ri Jing Ji Xin Wen·2025-08-24 12:21

Core Insights - The humanoid robot industry is experiencing significant growth, with a reported eightfold increase in order volume compared to previous years, indicating a robust demand for core components [1] - The domestic production rate of core components for humanoid robots in China has surpassed 70%, with the industry scale expected to exceed 37.9 billion yuan this year [1] - The advancement of the humanoid robot industry is closely linked to the maturity of the automotive supply chain, which has contributed to lower costs and improved quality control [2][3] Industry Development - The automotive industry has played a crucial role in the development of humanoid robots, with many components being repurposed from automotive technology [3] - Major automotive manufacturers, including Tesla and NIO, are entering the humanoid robot sector, highlighting the technological convergence between robotics and electric vehicles [3] Challenges and Opportunities - Despite the reduction in supply chain costs, high product prices remain a significant barrier to the widespread application of humanoid robots [5] - The development of core components specifically designed for humanoid robots is still in progress, as existing components are often adapted from other industries [4] - Stability and consistency of humanoid robots are critical concerns for application developers, with ongoing efforts to enhance these aspects for practical use [6][7]