新华财经|大场景 新应用 人形机器人产业2026年值得期待

Core Insights - The humanoid robot industry in China is expected to transition from technology validation to large-scale commercialization by 2025, driven by supportive and regulatory policies, significant breakthroughs in self-research, and a rich variety of application scenarios [1][2] Policy Framework - A multi-dimensional support system has been established for the humanoid robot industry, combining national strategic focus with local government measures to address industry challenges [2][3] - The National Development and Reform Commission announced plans to create a robust entry and exit mechanism for the embodied intelligence sector, aiming to prevent market saturation with redundant products and foster fair competition [2] Local Government Initiatives - Local policies, such as Beijing's "Ten Measures for Embodied Intelligent Robots," provide targeted support including training rewards, sales subsidies, and supply chain platforms [3] - Experts suggest that policies should further support foundational materials and core algorithms through stable long-term funding and the establishment of ethical and safety standards [3] Technological and Capital Advancements - The humanoid robot industry has made significant technological advancements, shifting focus from flashy demonstrations to scalable applications, with cost and reliability being top priorities [6][8] - Major funding rounds in 2025 saw companies like Xingdong Jiyuan and Leju Robotics raise approximately 1 billion and 1.5 billion respectively, indicating strong investor interest due to their comprehensive self-research capabilities and clear commercialization results [8] Market Trends and Future Outlook - The 2025 World Artificial Intelligence Conference highlighted the emergence of "blue-collar robots" in various sectors, indicating a clear path toward scalable applications in industrial, logistics, and commercial services [9][10] - Predictions for 2026 suggest a wave of large-scale deliveries in B-end scenarios, with a focus on logistics and manufacturing, as well as an emphasis on international market expansion [10]