全球深度|高盛中国人形机器人供应链实地考察

人形机器人深度...2025-12-16

全球深度|高盛中国人形机器人供应链实地考察亮点高盛全球深度研究、实地考察纪要时间：2025年11月，实地+线上会议覆盖企业：9家（含三花、拓普、荣泰、双环、敏实、均胜、兆威、贝斯特、双林）关键词：中国人形机器人供应链、产能扩张、供应商、关节模组、三花拓普双环敏实兆威、市场份额、产品准备、定价利润、竞争力摘要产能规划：多数公司在中、泰、墨等地预留/建设产能，规划年产能10万–100万台（2035E...

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