大摩预测！2050年中国将掌控超60%全球人形机器人供应链

格隆汇2025-12-16

摩根士丹利发布报告，预测全球机器人硬件销售额将从2025年的1000亿美元飙升至2030年5000亿、2040年9万亿，并于2050年突破25万亿美元大关。若计入软件服务与维护收入，实际市场规模将会倍增。大摩模型显示，2050年全球将售出14亿台机器人，运行总量达65亿台。增长由以下五大因素催化：场景爆发；成本下降；政策扶持；劳动力替代；AI赋能。大摩还预期，机器人普及将引发上游零件需求海啸，...

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href=https://www.gelonghui.com/p/3375218><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发布报告，预测全球机器人硬件销售额将从2025年的1000亿美元飙升至2030年5000亿、2040年9万亿，并于2050年突破25万亿美元大关。若计入软件服务与维护收入，实际市场规模将会倍增。大摩模型显示，2050年全球将售出14亿台机器人，运行总量达65亿台。增长由以下五大因素催化：场景爆发；成本下降；政策扶持；劳动力替代；AI赋能。 大摩还预期，机器人普及将引发上游零件需求海啸，...</p>\n\n<a href=\"https://www.gelonghui.com/p/3375218\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550221.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC 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