深圳70+人形机器人产业链企业一览

Core Insights - The article highlights the rapid evolution of humanoid robot technology, positioning it as a strategic focal point in global technological competition and a key driver of future industrial development and economic growth [1] - Shenzhen has emerged as a significant hub for the humanoid robot industry, benefiting from unique policy advantages, a complete industrial chain, and a vibrant innovation ecosystem [1] - The humanoid robot industry in Shenzhen is projected to reach a value of 1.98 billion yuan in 2024, marking a year-on-year growth of 113% [1] Industry Overview - The humanoid robot industry in Shenzhen has seen exponential growth, with over 50 companies in the sector as of February 2025, leading the nation [1] - Seven Shenzhen companies made it to Morgan Stanley's global top 100 humanoid robot public companies list, accounting for nearly a quarter of the mainland Chinese companies listed [2] Key Companies - UBTECH Robotics: Founded in 2012, it is the world's first publicly listed humanoid robot company, with over 2,450 patents related to robotics and AI, focusing on industrial, commercial, and home service applications [5] - LimX Dynamics: Established in 2022, it specializes in full-size humanoid robots and has made significant advancements in AI and hardware design [7] - Leju Robotics: Founded in 2016, it has developed various humanoid robots for education, healthcare, and industrial applications, with notable achievements in logistics efficiency [9][12] - Paxini Technology: Focuses on advanced tactile technology for humanoid robots, offering a range of products for various sectors including retail and healthcare [12][13] - Zhongqing Robotics: A new entrant in 2023, it specializes in general-purpose humanoid robots and has developed several high-performance models [16] - Pudu Robotics: A leader in service robots, it has launched a full-size humanoid robot with advanced capabilities for various industries [19][20] - Digital Huaxia: Established in 2024, it focuses on multimodal interaction algorithms for humanoid robots, with products aimed at service and interaction [22][25] - Lumos Robotics: Founded in 2024, it has developed a highly agile humanoid robot capable of rapid movements and precise operations [25][27] - Dobot Technology: Established in 2015, it focuses on intelligent robotic arms and humanoid robots, with innovative designs for industrial applications [27][28] Supply Chain and Ecosystem - Shenzhen boasts a dense network of suppliers for humanoid robot components, covering critical areas such as actuators, sensors, and control systems, supported by major tech companies like Tencent and Huawei in AI and algorithm development [30][31] - The supply chain includes numerous companies providing essential components like motors, sensors, and control systems, ensuring robust support for humanoid robot manufacturing [30][31][32] Application Scenarios - Shenzhen promotes the "city as a testing ground" concept, facilitating the deployment of humanoid robots in various sectors including governance, industry, education, and healthcare [34] - The diverse application scenarios provide valuable testing environments for humanoid robot technology, accelerating commercialization [34]