人形机器人竞速：中国初创企业抢跑量产，特斯拉、波士顿动力2026年才发力

Group 1 - The humanoid robot sector is experiencing a rapid increase in capital investment, with a notable differentiation in industrialization pace, where Chinese startups are gaining an advantage over their American counterparts due to denser entrepreneurial clusters and faster output rates [1][5] - Investment in humanoid robot startups is projected to reach $2.65 billion by 2025, surpassing the total investment from 2018 to 2024, indicating a significant shift in investor confidence regarding the technology's maturity and commercial appeal [1][5] - China leads with 23 humanoid robot startups, slightly ahead of the United States with 22, while India follows with 12, showcasing a concentrated entrepreneurial ecosystem primarily in these regions [2] Group 2 - Chinese companies, such as Hangzhou Yushu Technology and Beijing Zhiyuan Robotics, are set to produce over 5,000 humanoid robots each in 2025, significantly outpacing global production rates [1][6] - In contrast, leading American firms like Boston Dynamics and Tesla plan to ramp up production of their Atlas and Optimus robots in 2026, targeting industrial and consumer applications [1][6] - European players, including Engineered Arts from the UK and Neura Robotics from Germany, are key participants but have not yet demonstrated production scales comparable to those of Chinese and American companies [6]