巨头欲加码“基建”人形机器人量产提速

Core Insights - Tesla is preparing to expand its Texas Gigafactory to achieve an annual production capacity of 10 million units of the Optimus humanoid robot, with mass production scheduled to start in 2027 [1] - The humanoid robot industry is expected to enter a mass production phase in 2025, with significant commercialization in industrial applications anticipated by 2026 [2] - Major companies are establishing manufacturing bases and subsidiaries focused on humanoid robots, indicating a competitive race to capitalize on the upcoming production window [2] Industry Developments - Companies like Lens Technology and Foxconn are investing in humanoid robot infrastructure, with Lens Technology set to open a new headquarters and production facility for intelligent robots [2] - Several hardware and software firms, including Jiangsu New Tiger and Beijing Qianfang Technology, are establishing subsidiaries dedicated to robotics, preparing for small-scale deliveries [3] - The global humanoid robot market is projected to reach $38 billion by 2035 under basic scenarios, with a potential high of $205 billion in optimistic scenarios, positioning China as a key player due to policy support and supply chain advantages [4] Ecosystem and Collaboration - The ecosystem for humanoid robots in China is rapidly developing, with companies moving from simple product procurement to collaborative ecosystems [5] - A strategic partnership between Shenzhen Yujian Technology and Lens Technology aims to enhance technological collaboration and market coverage across various sectors [5] Standardization and Capitalization - The China Electronics Standardization Institute has launched the first evaluation benchmark for embodied intelligence, addressing industry challenges and establishing a foundation for quality control in humanoid robot production [6] - Humanoid robot "unicorn" companies are raising significant capital to support technological advancements and production capacity, with recent funding rounds exceeding 1.5 billion yuan [6]