特斯拉Optimus零部件采购自中国，摩根士丹利：中国主导人形机器人领域

机器人前沿站12-10 11:00

早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破、产业动态、未来畅想，尽在这里。摩根士丹利最近发布的一份报告，给出了一个让人意外又不意外的结论：中国正在人形机器人领域占据主导地位。证据很直接——目前发布的人形机器人中，大部分由中国公司制造，就连美国领军企业特斯拉的第三代Optimus机器人，主要零部件也采购自中国。这个判断不是空穴来风，...

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China, Morgan Stanley: China dominates humanoid robot space","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":1.91,"MS":1.88,"TSYW.SI":0.6},"content_text":"早安！️这里是专注机器人领域的“机器人前沿站”。每天几分钟，带你了解机器人领域的新鲜事 —— 技术突破 、产业动态 、未来畅想 ，尽在这里。摩根士丹利最近发布的一份报告，给出了一个让人意外又不意外的结论：中国正在人形机器人领域占据主导地位。证据很直接——目前发布的人形机器人中，大部分由中国公司制造，就连美国领军企业特斯拉的第三代Optimus机器人，主要零部件也采购自中国。这个判断不是空穴来风，摩根士丹利列出了25家有望在未来主导该行业的公司，中国企业就占了7席。这份名单重点关注在人工智能和计算芯片、摄像头和感知、传感器及运动技术方面有专业知识的公司，目的是帮投资者把目光从机器人制造商转移到基础组件供应商身上，因为随着机器人成为主流，这些供应商才是真正受益者。25家领先企业，中国占7席摩根士丹利预测的25家领先企业中，中国企业包括科技巨头百度和阿里巴巴，汽车智驾领域的地平线机器人和均胜电子，专研语言识别与翻译的科大讯飞，从事电子制造的德赛西威，以及\"激光雷达第一股\"禾赛科技。这7家企业覆盖了从AI算法、芯片、传感器到电子制造的全产业链。麦格理分析师Daisy Zhang预测，2026年将是人形机器人及其全球商业化的转折点，年销量将达到5万台，到2031年增至110万台，到2034年人形机器人渗透率——即每1万名工厂工人拥有的机器人数量——将超过工业机器人的渗透率。摩根士丹利估计，到2050年该市场规模将超过5万亿美元，全球将部署超过10亿台人形机器人。在这个万亿级市场里，中国企业已经占据了关键位置。零部件供应商才是真正赢家摩根士丹利分析师特别指出，投资者应该把目光从机器人制造商转移到基础组件供应商身上。这个判断的逻辑很清楚：无论最终哪家公司的机器人卖得好，零部件供应商都能从中受益。特斯拉Optimus主要零部件采购自中国，就是最好的证明。除了中国企业，传统半导体巨头如英伟达、AMD、三星电子也在名单上，总部位于加州的半导体设计公司Synopsys也被看好，因为其半导体设计可应用于人形机器人的\"大脑\"。不过摩根士丹利也警告，虽然长期前景光明，但由于技术仍在发展，人形机器人的普及速度至少在2035年之前将相对缓慢。从特斯拉Optimus采购中国零部件，到摩根士丹利25家领先企业中国占7席，再到2050年5万亿美元的市场预测，这些数据共同指向一个事实：中国在人形机器人领域已经建立起从零部件到整机的完整产业链优势。当全球10亿台机器人部署完成时，中国企业不仅是制造者，更是核心技术和零部件的供应者。这场万亿级市场的竞赛，中国已经占据了先发优势。【互动话题】你觉得具身智能会先在哪个家庭场景中广泛应用？欢迎在评论区留言，点赞前 3 名可获得《机器人技术入门手册》电子版哦～【福利时间】关注本公众号，回复 “智能”，即可领取 3 份独家资料：① 《具身智能技术发展报告》② 《全球人形机器人企业图谱》③ 《机器人常见问题解答》资料每周更新，记得常来看看～“机器人前沿站”——用通俗的语言，讲透机器人的那些事。每日更新，陪伴你走进机器人时代。点击菜单栏：“技术解析”→ 查看机器人核心技术干货“产业动态”→ 了解企业最新资讯与融资情况“联系我们”→ 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