2025人形机器人报告：国产人形机器人多维共振应用场景落地加速

Core Insights - The report highlights that the domestic humanoid robot industry is set to enter a critical turning point in 2025, driven by policy support, technological breakthroughs, and capital investment, leading to the commercial application of humanoid robots across various sectors such as industrial manufacturing, medical rehabilitation, and home services [1][13][16]. Policy Support - A multi-layered promotion system has been established in China, combining central coordination, local collaboration, and alliance interaction, with the central government issuing the "Guiding Opinions on the Innovative Development of Humanoid Robots" in 2023, outlining a three-step goal for the industry [2][21]. - Local governments are leveraging regional advantages for differentiated layouts, with cities like Beijing, Shanghai, and Shenzhen focusing on high-end research and scene opening, while mid-western cities like Chongqing and Chengdu emphasize local supply chain development [2][26]. Capital Investment - The investment enthusiasm in the humanoid robot sector has surged, with 108 financing events and over 15.35 billion yuan invested in the first seven months of 2025, primarily in early-stage projects [3][32]. - Major tech companies and local governments are significant investors, with strategic investments aimed at enhancing technology capabilities and supporting early-stage startups [3][33]. Supply Side Dynamics - The industry is characterized by a diverse competitive landscape involving automotive companies, tech firms, and startups, each leveraging their strengths to drive technological advancements [4][5]. - Automotive companies are utilizing their expertise in autonomous driving and supply chain collaboration to facilitate the large-scale deployment of humanoid robots, while tech companies focus on enhancing the "brain" capabilities of robots through large models [4][15]. Application Expansion - The expansion of application scenarios is opening vast market opportunities for humanoid robots, with significant advancements in industrial, medical, and commercial service sectors [6][16]. - The report emphasizes that as technology continues to evolve and costs decrease, domestic humanoid robots are transitioning from being merely functional to being user-friendly, with a projected market worth in the trillions [6][16].