中国机器人产业生态平台与销售闭环建设的深度调研报告

Group 1 - The humanoid robot industry is transitioning from a technology validation phase to large-scale commercialization, with a global compound annual growth rate exceeding 40% by August 2025, particularly in China due to policy support and a mature supply chain [2][7] - The industry is shifting from single product competition to ecological competition, focusing on a "platform + closed loop" model as a key to building industry barriers [2][7] Group 2 - The humanoid robot ecosystem consists of a product matrix that covers diverse application scenarios, including general-purpose robots, specialized robots for vertical fields, supporting devices, and customizable modules [4][5] - A service network modeled after the automotive industry (4S/6S stores) is essential for sales, after-sales service, parts supply, user feedback, second-hand recycling, and customized solutions [4][5] Group 3 - The construction of a sales closed loop is crucial for enhancing user stickiness and lifetime value (LTV), building data barriers, controlling core industry chain segments, and establishing a foundation for standardization and scalability [5][6] - The closed loop involves integrated online and offline operations, including online lead generation, service appointments, and real-time data synchronization [5][6] Group 4 - The market value of the online and offline service model addresses industry pain points by lowering experience barriers, resolving service delays, and educating the market [6][7] - Data-driven iteration efficiency is achieved through user behavior data that informs product development and predictive maintenance [6][7] Group 5 - The future direction of the industry includes technological integration with embodied AI and brain-machine interfaces, innovative models like Robotics as a Service (RaaS), and the establishment of a comprehensive policy and ethical framework [6][7] - Sustainable development initiatives focus on robot recycling and remanufacturing, as well as material innovations to reduce electronic waste [6][7] Group 6 - The ecological closed loop is expected to become a watershed moment for the humanoid robot industry, transitioning from "single machine intelligence" to "system intelligence" and from "hardware sales" to "service continuity" [7] - Companies with comprehensive lead generation capabilities, offline service networks, and data closed loops are projected to capture over 70% of the market share in the next 3-5 years, while single product manufacturers may exit the mainstream market [7]