大摩公布《机器人年鉴》禾赛入选机器人年鉴“人形机器人科技25强”

财闻2025-12-16

12月16日，据“禾赛科技”官微，全球激光雷达行业领导者禾赛科技（NASDAQ: HSAI；HKEX: 2525）近日成功入选摩根士丹利重磅发布的“Humanoid Tech 25（人形机器人科技 25 强）”榜单。该榜单聚焦全球最具影响力的 25 家机器人及相关技术企业，禾赛凭借为机器人在真实物理世界中规模化落地提供关键三维感知能力而获得高度认可，成为全球唯一入选的激光雷达公司。与禾赛一同入选的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216171619a6a8e659&s=b><strong>财闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月16日，据“禾赛科技”官微，全球激光雷达行业领导者禾赛科技（NASDAQ: HSAI；HKEX: 2525）近日成功入选摩根士丹利重磅发布的“Humanoid Tech 25（人形机器人科技 25 强）”榜单。该榜单聚焦全球最具影响力的 25 家机器人及相关技术企业，禾赛凭借为机器人在真实物理世界中规模化落地提供关键三维感知能力而获得高度认可，成为全球唯一入选的激光雷达公司。与禾赛一同入选的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216171619a6a8e659&s=b\">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":"LU2750360997.AUD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) 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家机器人及相关技术企业，禾赛凭借为机器人在真实物理世界中规模化落地提供关键三维感知能力而获得高度认可，成为全球唯一入选的激光雷达公司。与禾赛一同入选的还包括英伟达（NVDA.US）、超威半导体（AMD.US）、索尼（SONY.US）、三星、安森美、地平线机器人以及百度（BIDU.US）等多家全球科技与机器人领域的标杆企业。摩根士丹利认为，机器人时代已不再停留在理论阶段，而是已经真正走向现实。而且，机器人产业将成为继传统计算平台之后的下一代核心计算与工业基础平台。《机器人年鉴》提出了多项具有前瞻性的核心预测：机器人时代已经到来全球机器人硬件销售额将从2025年的约1000亿美元激增至2030年的5000亿美元，2040年达到9万亿美元，并在2050年攀升至25万亿美元。这一预测仅涵盖硬件销售，若加上软件服务、维护及供应链相关收入，市场规模可能成倍增长。摩根士丹利通过其全球机器人模型（GROM）预测，到2050年全球将销售14亿台机器人，运行中的机器人总数将达到65亿台。机器人形态将高度多样化，包括工业机器人、服务机器人、无人机、自动驾驶车辆、类人机器人、家用机器人等，覆盖从制造业到医疗、农业、交通、国防、空间探索等各类应用场景。据摩根士丹利测算，2030年全球将售出约9000万台机器人，2040年这一数字将增至6亿台。其中，小型无人机和家用机器人在近期最具市场潜力，而人形机器人预计在2029-2030年开始规模化部署。激光雷达驱动物理AI落地，迎300倍需求增长摩根士丹利指出，在物理 AI 系统中，可靠的环境感知能力是最基础、也是最核心的关键能力。只有具备对真实世界的精准感知与理解，机器人才能在复杂环境中实现安全、稳定、高效的运行。激光雷达在这一轮变革中正扮演着不可或缺的核心角色。凭借在复杂光照与多变天气条件下依然能够稳定输出的高精度、实时三维空间感知能力，激光雷达有效弥补了单一摄像头方案的局限，成为物理 AI 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大摩公布《机器人年鉴》 禾赛入选机器人年鉴“人形机器人科技25强”

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大摩公布《机器人年鉴》禾赛入选机器人年鉴“人形机器人科技25强”