巨头欲加码“基建” 人形机器人量产提速

Group 1 - 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 industry anticipates 2025 to be the "year of mass production" for humanoid robots, with significant commercialization expected in 2026 [1][2] - Major companies are intensifying their efforts in manufacturing base construction and establishing specialized subsidiaries to focus on core business areas related to humanoid robots [2] Group 2 - Companies like Lens Technology and Foxconn are making significant investments in humanoid robot infrastructure, with Lens Technology set to open a new headquarters and production facility for intelligent robots [2] - Several hardware and software companies are establishing subsidiaries focused on robotics, with some component manufacturers entering small batch delivery phases to prepare for mass production [3] - The global humanoid robot market is projected to reach $38 billion by 2035 under basic scenarios, with optimistic estimates going as high as $205 billion [4] Group 3 - Domestic manufacturers are shifting from simple product procurement to ecosystem collaboration, exemplified by a strategic partnership between Yuejiang Technology and Lens Technology [4] - The collaboration aims for comprehensive synergy in technology, global markets, and standards, enhancing both companies' capabilities in the humanoid robot sector [4] - The China Electronics Standardization Institute has launched the "EIBench" evaluation benchmark for embodied intelligence, addressing industry challenges such as data reusability and model generalization [5][6] Group 4 - Unicorn companies in the humanoid robot sector are raising capital to support technological iteration and capacity building, with notable funding rounds such as Leju Intelligent's nearly 1.5 billion yuan Pre-IPO financing [6] - Companies like Yushu Technology and Zhiyuan Innovation are also progressing towards public listings, indicating a robust investment landscape in the humanoid robotics industry [6]