转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院人形机器人研究小组发布的《中国人形机器人（仿生人）行业发 展前景预测与投资战略规划分析报告》。 行业主要上市公司：目前国内人形机器人行业主要的上市公司有汇川技术(300124.SZ)、三花智控 (002050.SZ)、蓝思科技(300433.SZ)、恒立液压(601100.SH)、拓普集团(601689.SH)、领益智造 (002600.SZ)、中联重科(000157.SZ)、金力永磁(300748.SZ)等。 本文核心数据：全球企业分布数量 1、全球超半数的人形机器人企业在中国 据新战略人形机器人产业研究所统计，2024年全球人形机器人整机制造企业数量已超220家。其中，中 国企业数量超110家，占比达到50%以上;美国企业占比约20%，数量超45家;日本企业占比约10%，数量 超22家;剩余约20%的企业主要分布在德国、瑞士等欧洲国家以及韩国，每个国家分布企业数量不超过 10家，以传统工业机器人企业和科技公司为主。中国拥有全球最完整的人形机器人产业链、庞大的应用 场景与快速量产能力，人形机器人企业发展领先全球。 2、中国企业在硬件与集成端表现突出，美 ...

Core Insights - The humanoid robot industry is currently in a small-scale production phase overseas, while the domestic supply chain has begun initial volume production [1][2] - Tesla's supply chain has established small-scale production lines, with plans to build a factory capable of producing 1 million units by the end of next year [1][3] - The domestic supply chain has received significant orders worth billions, driven by policy support and financing [2] Industry Outlook - The application of humanoid robots is expected to start in industrial settings and eventually expand to household use, with market size in China projected to approach 3 trillion yuan by 2040 [7][11] - By 2025, humanoid robots are anticipated to primarily serve industrial scenarios, providing simple repetitive services, while commercial applications may emerge between 2031 and 2035 [11][14] Current Development Status - The humanoid robot sector is experiencing active investment, with a doubling of financing events in the domestic market compared to the previous year [17] - Government support for the robot industry is ongoing, with various policies being implemented to foster development [27][28] Supply Chain Dynamics - The supply chain for humanoid robots is evolving, requiring deep integration of industry and capital, with a focus on collaboration with Tier 1 suppliers [4][5] - Companies in the supply chain are advised to focus on business capabilities, original technology, and cost reduction to secure a larger market share [3][4] Technological Advancements - The hardware for humanoid robots is converging, while the development of the "brain" is crucial for large-scale industrialization [31][36] - The evolution of AI models is expected to enhance the capabilities of humanoid robots significantly, with a focus on multi-modal and generalization abilities [36][41] Commercialization Prospects - By 2027, humanoid robots are expected to achieve commercial viability in certain scenarios, particularly in high-cost labor regions [16][14] - The industry is projected to see significant advancements in product iteration and cost reduction, with mass production lines expected to lower production costs substantially [14][32]