中国企业，正主宰全球人形机器人市场

Core Insights - The article highlights that Zhiyuan Innovation, a leading Chinese robotics company focused on embodied intelligence, is projected to lead the global market in humanoid robot shipments and market share by 2025 [1][2]. Group 1: Market Position and Growth - According to Omdia's report, Zhiyuan Robotics is expected to ship over 5,168 humanoid robots in 2026, capturing 39% of the global market share [2]. - Following Zhiyuan, two other Chinese companies, Yushu Technology and UBTECH, hold 32% and 7% of the market share, respectively [4]. - The global sales of humanoid robots are anticipated to grow more than fourfold from 2024 to 2025, indicating a rapidly expanding market [4]. Group 2: Competitive Landscape - The report includes both bipedal humanoid robots and wheeled products with humanoid upper bodies, showcasing a diverse range of offerings in the market [5]. - A study by Citigroup predicts that the number of robots will surge to 648 million units by 2050, with China's current leadership potentially aiding its development [5]. - Omdia notes that Chinese suppliers are setting benchmarks in large-scale production, with humanoid robots being more affordable than those produced by Western companies [5]. Group 3: Technological Advancements - AI integration is enabling robots to perform complex tasks, enhancing their applications across various sectors such as manufacturing, logistics, healthcare, and customer service [5]. - Companies are heavily investing in advanced AI models to improve robot capabilities [5]. Group 4: Product Development and Recognition - At the recent CES event in Las Vegas, Zhiyuan Robotics gained significant international recognition, launching new products including the Genie Sim 3.0 simulation platform and the portable Q1 robot [6]. - Zhiyuan has developed a diverse product matrix of humanoid robots, which are being deployed in various commercial scenarios, including reception, entertainment, industrial manufacturing, logistics, security, data collection, and education [6]. Group 5: Future Projections - Omdia projects that global humanoid robot shipments will exponentially increase to 2.6 million units by 2035, driven by advancements in AI models, dexterous robotic hands, and self-reinforcement learning [8]. - The number of Chinese companies involved in the humanoid robot sector has surpassed 150, supported by favorable industrial policies and training infrastructure [8].