马斯克设想人形机器人遍布全球，中国或是首个将设想变为现实的国家

财闻2025-12-30

据CNBC12月30日报道，特斯拉（TSLA.US）CEO今年将人形机器人推到聚光灯下，认为特斯拉的估值可能达到数万亿美元，但尚未售出其旗舰人形机器人擎天柱。在特斯拉第三季度财报电话会上，马斯克几乎没有谈论汽车，而是将叙事重心彻底转向了人形机器人Optimus。他宣布，Optimus V3将在2026年第一季度发布，计划明年底启动年产100万台规模的生产线。马斯克抛出这一100万台年产能目标与...

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V3发布计划，标志着战略重心从“技术迭代”转向“商业化落地”。不过，据CNBC报道，宇树科技、优必选（09880.HK）、小鹏汽车（XPEV.US）等一大批中国企业很可能会抢在特斯拉之前。加拿大皇家银行资本市场在12月的一份报告中指出：“中国可能是人形机器人最重要的市场。”该行分析师预测，到2050年，全球人形机器人市场规模将达到9万亿美元，其中中国将占60%以上。分析人士表示，中国强大的制造业实力以及在电动汽车等其他产品领域成功提高产量，可能会使其在机器人领域占据优势。Counterpoint Research 副总监 Ethan Qi表示，中国供应链的深度意味着，与其他地区相比，中国企业可以以显著的成本优势开发和制造机器人。咨询公司Horváth的合伙人Andreas Brauchle表示，目前，中国在人形机器人早期商业化方面领先于美国，中国在初期阶段的扩张速度更快。麦肯锡分析师指出，得益于私人家庭的大量采用，预计两国都将趋向于大型市场。预计在 2040 年后，大众市场将实现绝对渗透。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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