集体跨界“造人”!最新回应来了
中国基金报·2026-01-20 09:48

Core Viewpoint - The article discusses the recent entry of automotive companies into the humanoid robot industry, highlighting the competitive landscape and the unique advantages these companies bring to the market [2][3]. Group 1: Industry Trends - Major Chinese automotive companies such as Chery, Changan, Xiaopeng, and GAC are increasingly investing in humanoid robots since 2025, aiming to create new growth avenues beyond traditional automotive sales [2]. - The humanoid robot market is predicted to reach a market size of $5 trillion by 2050, with an estimated deployment of 1 billion units, suggesting a significant growth potential in the sector [17]. Group 2: Company Insights - Zhang Guibing, General Manager of Moja Robotics, emphasizes that the company's approach to robotics is distinct, focusing on addressing societal pain points and fulfilling specific scene requirements [5][12]. - Moja Robotics has launched its humanoid robot "Wuyou" Smart Police R001, which is designed to assist in traffic management and has already been deployed in real-world scenarios [9][11]. Group 3: Competitive Landscape - The competition in the humanoid robot industry is just beginning, with industry experts predicting that 2026 will mark the "commercialization year" for the sector [14][17]. - Moja Robotics aims to establish a comprehensive product line and channel network, focusing on six core products to enhance its market presence [17]. Group 4: Strategic Advantages - Automotive companies possess unique advantages in the humanoid robot sector, such as advanced technology in visual perception, battery management, and power systems, which can be adapted from the automotive industry [19]. - Moja Robotics benefits from Chery's global research capabilities, mature supply chain, and established sales network, allowing for rapid development without significant additional costs [19].

集体跨界“造人”!最新回应来了 - Reportify