“汽车人，变形出发！”——浙江汽配企业转型 布局人形机器人样本调查

Core Viewpoint - The automotive parts industry in Zhejiang is collectively transforming towards humanoid robots, viewing this sector as a significant growth opportunity following the success of electric vehicles and intelligent driving [1][2][3] Group 1: Industry Transformation - The transformation is led by Junsheng Group's subsidiary, Junsheng Electronics, which has upgraded its strategy to "Automotive + Robotics Tier 1" to establish a "second growth curve" [2][3] - Over 100 humanoid robot-related companies exist in Zhejiang, with more than 40 listed on the A-share market, primarily from the automotive parts sector [2][3] - The collective shift towards humanoid robots is seen as a strategic response to the increasing competition in the electric vehicle market, with companies aiming to tap into the "trillion-dollar blue ocean" of humanoid robotics [3][4] Group 2: Market Potential - The humanoid robot market is projected to reach sales of 12,400 units and a market size of 6.339 billion yuan by 2025, with expectations to exceed 5 million units and 400 billion yuan by 2035 [3] - The commercialization of humanoid robots is accelerating, with significant milestones such as the delivery of the 5,000th general-purpose robot and substantial order amounts for leading products [3][4] Group 3: Cost Reduction and Localization - The rise in humanoid robot commercialization is supported by advancements in technology and increased localization of core components, leading to cost reductions [5][6] - For instance, the cost of the Ubiquity Walker series robots has decreased by 25% compared to 2024, making them more accessible to consumers [5] - The collaborative production model in Zhejiang allows companies to reduce costs significantly while enhancing equipment utilization [6] Group 4: Technological Synergy - The transition to humanoid robotics is facilitated by the technological similarities between automotive parts and robotics, allowing for seamless integration and reduced R&D costs [8][9] - Companies like Junsheng Electronics have been planning this transition for years, leveraging their existing expertise in autonomous driving and intelligent networking [8][9] - The overlap in customer bases between electric vehicle and humanoid robot sectors enhances market entry opportunities for companies in Zhejiang [9]