2025年中国机器狗行业概览：智能四足新时代，国产机器狗能否引领全球竞赛？

Investment Rating - The report does not explicitly state an investment rating for the robot dog industry Core Insights - The robot dog industry, defined as quadruped robots, is experiencing rapid commercialization and maturation, with Chinese companies leading the global market. The products are evolving towards "embodied intelligence" [3][27]. Summary by Sections Industry Development Status - The robot dog industry has entered a commercialization phase since 2021, with a mature supply chain. The main types of robot dogs include military, industrial, and consumer-grade, with electric motor-driven models dominating the market at approximately 90% share. Consumer-grade robot dogs account for over 60% of the market [3][19][27]. Market Competition - The competition in the robot dog industry is categorized into three main segments: military-grade, industrial-grade, and consumer-grade suppliers. Leading companies include: - Military: Inner Mongolia First Machinery Group, Great Wall Industry, and others - Industrial: Unitree Technology, Boston Dynamics, and others - Consumer: Unitree Technology, Xiaomi, and others - Unitree Technology is the market leader with a projected sales volume of 23,700 units in 2024, capturing approximately 69.75% of the global market share [4][41]. Market Size - The global robot dog market is expected to grow from 800 million yuan in 2021 to 2.5 billion yuan in 2024, with a compound annual growth rate (CAGR) of 46.2%. The Chinese market is projected to grow from 200 million yuan to 700 million yuan in the same period, with a CAGR of 51.8%. By 2030, the global market could reach 22.4 billion yuan, while the Chinese market may reach 6.72 billion yuan [5][56].