中国机器人崛起：一年卖出2.37万台四足机器狗，出货量全球第一

Industry Overview - The robot industry in China has seen significant growth, with a reported revenue increase of 29.5% year-on-year from January to August 2025, and industrial robot production reaching 512,000 units, while service robot production hit 11.856 million units [1] - The market is witnessing a surge in various types of robots, including bipedal humanoid robots, wheeled robots, and quadrupedal robotic dogs [1] Quadrupedal Robots - Quadrupedal robotic dogs are becoming commercially viable due to their mature technology and lower price points compared to humanoid robots, with projections suggesting sales could reach 394,800 units in China by 2031 [3] - These robots have demonstrated superior stability in specific scenarios, making them ideal for special operations, rescue missions, and outdoor activities, as well as emerging in home environments for companionship and educational purposes [3] Key Players - Unitree Technology, established in 2016, is a leading player in the quadrupedal robot market, having launched several high-performance models, including Laikago and Go2, which features advanced environmental sensing capabilities and various movement functionalities [5][6] - Unitree's sales of robotic dogs reached 23,700 units last year, capturing approximately 69.75% of the global market share [6] - DEEP Robotics has achieved significant milestones, including the first fully autonomous inspection of substations in China and the successful delivery of a quadrupedal robot for overseas power tunnel inspection [8] - Weilan Technology's BabyAlpha focuses on companionship and emotional value, featuring video call capabilities and natural language processing for children's education [10] Market Dynamics - The quadrupedal robot market is becoming increasingly competitive, with numerous players including Xiaomi and XPeng Motors entering the space, alongside startups like Weike Technology and Vitas Power [13] - The industry is expected to evolve, with ongoing developments in both consumer and industrial applications, indicating a dynamic market landscape [13]