2026人形机器人产业展望：10万级量产将至，商业化元年开启

Core Insights - The humanoid robot industry is expected to enter a critical phase of large-scale production in 2026, following the foundational developments in 2025, with a shift in focus towards mass production and commercialization acceleration [1] Industry Overview - In 2025, the humanoid robot industry is projected to complete the transition from "0-1" to "1-10," driven primarily by "technological convergence" [1] - The industry is anticipated to break through the "1-10" key inflection point in 2026, moving towards a scale of "10-100" [1] Production Forecast - The domestic humanoid robot shipment volume is expected to reach 18,000 units in 2025, representing an increase of over 650% compared to 2024 [1] - Based on this growth, the shipment volume in 2026 is projected to rise to 62,500 units [1] - Industry experts are optimistic, with predictions indicating that domestic humanoid robot production could exceed 100,000 units in 2026, with estimates ranging from 100,000 to 200,000 units [1]