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 robotics industry, highlighting its rapid development and vast market potential [1]. Core Insights - Humanoid robots, defined as robots resembling human appearance and capable of cognitive functions, are entering a critical phase of industrialization and commercialization due to advancements in AI, IoT, and high-end manufacturing technologies [2][5]. - The global humanoid robot market is projected to grow from approximately 1.017 billion USD in 2024 to 15.142 billion USD by 2030, with a compound annual growth rate (CAGR) exceeding 50% [5]. - In China, the humanoid robot market is expected to expand from around 2.158 billion CNY in 2024 to 37.970 billion CNY by 2030, with a CAGR surpassing 60% [8][9]. Summary by Sections Industry Overview - Humanoid robots can be categorized into wheeled, bipedal, and versatile types, each with distinct functionalities and applications [2]. - The components of humanoid robots include environmental perception, decision control, motion control, mechanical body, human-computer interaction, battery management, communication, and safety modules [3][4]. Market Potential - The service sector is anticipated to dominate the humanoid robot market by 2030, with a projected market size of 11.382 billion USD, accounting for 75.17% of the total market [5]. - In China, the aging population is driving demand for humanoid robots in healthcare and elder care, with 297 million individuals aged 60 and above as of the end of 2023 [8]. Policy Support - The Chinese government has implemented policies to support the development of the humanoid robotics industry, emphasizing innovation in core components and system integration [8].