汉鼎智库咨询：人形机器人产业发展提速，市场空间广阔

Investment Rating - The report indicates a strong investment opportunity in the humanoid robot industry, highlighting its rapid development and vast market potential [1]. Core Insights - Humanoid robots, defined as robots resembling human appearance and capable of cognitive and decision-making functions, are entering a critical phase of industrialization and commercialization due to advancements in AI, IoT, high-end manufacturing, and new materials [2][5]. - The global humanoid robot market is projected to grow from approximately USD 1.017 billion in 2024 to USD 15.142 billion by 2030, with a compound annual growth rate (CAGR) exceeding 50% [5]. - In China, the humanoid robot market is expected to expand from approximately CNY 2.158 billion in 2024 to CNY 37.970 billion by 2030, with a CAGR exceeding 60% [8][9]. Summary by Sections Humanoid Robot Components - The humanoid robot consists of several modules, including: - Environmental Perception Module: Utilizes various sensors to gather information about the surroundings [3]. - Decision Control Module: Acts as the "brain" of the robot, responsible for decision-making and planning [4]. - Motion Control Module: Ensures dynamic balance and gait planning [4]. - Mechanical Body Module: Provides the robot's basic structure and support [4]. - Human-Computer Interaction Module: Facilitates effective interaction with humans [4]. - Battery Management Module: Supplies power for operation [4]. - Communication Module: Enables communication with other devices and services [4]. - Safety Module: Ensures safe operation and includes emergency stop mechanisms [4]. Market Potential - The service sector is anticipated to dominate the humanoid robot market by 2030, with a projected market size of USD 11.382 billion, accounting for 75.17% of the total market [5]. - In China, the aging population is driving demand for humanoid robots in elder care, with the elderly population reaching 297 million by the end of 2023, representing 21.1% of the total population [8].