中国类人机器人调查：高接受意愿遭遇产品过早推出（英）

Investment Rating - The report maintains a positive long-term outlook on humanoid robots, although it acknowledges that the industry is still in its early stages and that scaling production will take time [4]. Core Insights - The survey indicates a strong willingness to adopt humanoid robots, with 62% of respondents likely to deploy them in the next three years, suggesting significant potential [9][18]. - However, only 23% of respondents are satisfied with current humanoid robot offerings, highlighting a need for improvements in flexibility, functionality, and pricing [9][66]. - The report emphasizes that the adoption of humanoid robots is expected to accelerate in 2026 and beyond, supported by new models and government incentives [4][41]. Summary by Sections Adoption Intent - 62% of surveyed organizations plan to deploy humanoid robots or significant projects within the next three years, with initial deployments expected to be small [25][32]. - The most likely use cases for humanoid robots include logistics, warehousing, manufacturing, and customer service, aimed at improving productivity and reducing labor costs [25][54]. Product Readiness - Satisfaction with current humanoid robot performance is mixed, with only 23% expressing satisfaction, indicating substantial room for improvement [66][72]. - Key barriers to adoption include limited functionality, high upfront costs, and integration challenges with existing systems [72][79]. Market Dynamics - Unitree is identified as the most actively engaged brand among potential adopters, followed by Deep Robotics and UBTECH [85][87]. - The report notes that brand visibility and media exposure are likely to influence initial adoption decisions, with Unitree leading in brand recognition [97]. Employment Impact - The survey predicts that approximately 11% of jobs may be replaced by robots within the next five years, increasing to 28% over the next ten years [26][61]. Future Expectations - Respondents expect humanoid robots to perform specific tasks rather than general functions, with a strong emphasis on human-robot collaboration and IoT integration as desired future capabilities [71][81].