“代号‘尧舜禹’”“年内自用2万台”等消息不实！比亚迪双路径布局人形机器人，汽车主机厂集体掘金万亿蓝海_老虎社区_美港股上老虎

“代号‘尧舜禹’”“年内自用2万台”等消息不实！比亚迪双路径布局人形机器人，汽车主机厂集体掘金万亿蓝海

每日经济新闻06-06

日前，比亚迪自研人形机器人的消息引发广泛关注。网传其自研人形机器人代号“尧舜禹”，计划于2026年在内部部署2万台。　　对此，《每日经济新闻》记者向比亚迪方面求证，对方表示：“‘比亚迪人形机器人代号尧舜禹’‘第七代原型机在深圳和长沙工厂实地测试’‘约150台上岗，目标年内自用2万台’等消息均不属实。”　　在上述消息传出之前，比亚迪集团执行副总裁李柯在一档访谈节目中曾透露，比亚迪正在研发人形机器人。...

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BYD Dual Path Layout Humanoid Robot, Automobile OEM Collective Nuggets Trillion Blue Ocean","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"BYDDY":1.96,"002594":1.96,"01211":1.96},"content_text":"日前，比亚迪自研人形机器人的消息引发广泛关注。网传其自研人形机器人代号“尧舜禹”，计划于2026年在内部部署2万台。　　对此，《每日经济新闻》记者向比亚迪方面求证，对方表示：“‘比亚迪人形机器人代号尧舜禹’‘第七代原型机在深圳和长沙工厂实地测试’‘约150台上岗，目标年内自用2万台’等消息均不属实。”　　在上述消息传出之前，比亚迪集团执行副总裁李柯在一档访谈节目中曾透露，比亚迪正在研发人形机器人。　　李柯称，机器人的竞争在于谁有最强的制造能力、软件能力和硬件能力，而汽车相关AI能力与机器人有同源性。等到人形机器人出来了，比亚迪既可以生产也可以做销售。“如果有一天，我们认为机器人可以走向家庭，就可以通过经销商网络售卖比亚迪的机器人。”李柯表示。　　一位接近比亚迪的知情人士也告诉记者，比亚迪确实是在研发人形机器人。　　“人形机器人最终会应用到千行百业，进入千家万户。”一位具身智能机器人领域从业人士在接受记者采访时表示，人形机器人是万亿元级别的市场，会比汽车市场规模更大，其通用性将覆盖千行百业，成为未来经济增长的核心引擎。　　“自研+投资入股”，比亚迪双路径布局　　早在2024年12月，比亚迪就曾发布了一则“比亚迪25届具身智能研究团队专场招聘”的信息，招聘人才研究方向涉及人形机器人。　　彼时，比亚迪方面称，公司具身智能研究团队成立于2022年，通过深入挖掘公司规模化的应用场景需求，展开各类机器人本体及系统的定制开发，不断增强机器人感知与决策能力，推进具身智能在工业领域的加速落地应用。　　“目前，该团队已开发完成工艺机器人、智能协作机器人、智能移动机器人、类人形机器人等产品。”比亚迪方面表示。 图片来源：比亚迪招聘微信公众号截图　　不仅如此，比亚迪还通过投资入股的方式布局智能机器人领域。2023年8月，比亚迪出资191.497万元，拿下智元创新（上海）科技股份有限公司（原名上海智元新创技术有限公司，以下简称智元机器人）2.5074%的股份，成为该公司第八大股东。　　天眼查显示，智元机器人成立于2023年2月，经营范围涵盖智能机器人的研发、智能机器人销售、人工智能基础软件开发等。随着智元机器人的注册资本增加，目前比亚迪在该公司的持股比例为2.3173%，为第九大股东。　　2025年4月，比亚迪再次出资113.2227万元，拿下人形机器人公司帕西尼感知科技（深圳）有限公司（以下简称帕西尼感知科技）7.9549%的股权，成为其第二大股东。 图片来源：天眼查　　天眼查显示，帕西尼感知科技是一家拥有前沿核心触觉技术及人形机器人公司，于2021年在深圳成立，产品涵盖人形机器人TORA-ONE和触觉灵巧手DexH系列等。今年3月，帕西尼感知科技完成B轮融资，融资金额10亿元，估值已超100亿元。　　在上述对话栏目中，李珂也表示，比亚迪可以做一个开放的平台，既可以自己做机器人，也可以跟其他企业合作研发机器人。　　追逐“第二增长曲线”，头部车企加速入场　　据花旗集团全球洞察分析团队预测，到2050年，全球人形机器人市场规模将达7万亿美元，全球人形机器人数量将达到6.48亿台，约为当前全球汽车保有量的一半。　　市场前景加上技术突破，共同助推人形机器人应用场景不断拓展，这一赛道已成为车企们加速布局的重点领域。　　除比亚迪外，小鹏汽车、特斯拉、广汽集团、奇瑞汽车等车企均将业务触角延伸至了人形机器人。2024年底，广汽集团发布其第三代人形机器人GoMate；去年11月，小鹏汽车发布新一代人形机器人IRON。而特斯拉则在2026年第一季度财报电话会上确认，旗下第三代人形机器人OptimusV3预计于年中发布，将于7月下旬至8月启动量产。　　“车企纷纷布局人形机器人赛道，是其探索全新盈利赛道的一大举措。”同济大学教授朱西产在接受记者采访时指出。　　在市场激烈竞争与利润空间收窄的双重挑战之下，人形机器人正被部分车企视为第二增长曲线。特斯拉CEO马斯克曾直言，人形机器人是特斯拉未来价值的核心。　　何小鹏则将智能机器人定义为机器智能的“皇冠”。他认为，将来智能汽车的厂商也是智能机器人的厂商，相信智能汽车与智能机器人将来会是一致的产业，且能够产生“1+1>2”的效应。　　车企之所以能够“丝滑”进入人形机器人这一新赛道，最重要的原因是智能汽车与人形机器人在软硬件底层技术、供应链体系、生产环节均有较强的协同与共振。“两者（机器人和智能汽车）都是基于人工智能技术发展起来的不同终端产品，产业链重合度达到60%—70%。”朱西产分析称。　　不过，香颂资本执行董事沈萌在接受记者采访时强调，在特斯拉人形机器人实现商业化落地之前，当前国内市场仍以概念预热为主导。　　深度科技研究院院长张孝荣也表示，人形机器人市场前景很好，但是产业尚处于萌芽期，市场需求存在较大不确定性，越来越多的企业加入，市场存在泡沫化风险。　　由此可见，依托整车制造与智能技术积淀，车企陆续切入人形机器人赛道已成大势，但产品能否最终实现规模化落地，仍要经受技术与商业化的长期考验。（文章来源：每日经济新闻）","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}