--- title: "人形机器人进入劳动力市场。工人们会在多长时间内反抗？" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/284751624.md" description: "人形机器人行业正在迅速发展，瑞银分析师 Phyllis Wang 指出了一些重要进展。主要亮点包括 2026 年北京人形机器人半程马拉松、对机器人人工智能的融资增加，以及特斯拉对 Optimus Gen 3 机器人的计划。预计到 2026 年，人形机器人的需求将达到 30,000 台，并在工业应用中有潜在增长。日本航空正在试点人形机器人，以应对机场运营中的劳动力短缺。随着出货量的增加，关于工人对自动化的反对情绪也在上升" datetime: "2026-04-30T10:57:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284751624.md) - [en](https://longbridge.com/en/news/284751624.md) - [zh-HK](https://longbridge.com/zh-HK/news/284751624.md) --- # 人形机器人进入劳动力市场。工人们会在多长时间内反抗？ The emergence of the humanoid robotics industry worldwide continues to gather pace. UBS analyst Phyllis Wang noted some of the most recent developments: 1. _The 2026 Beijing Humanoid Robot Half-marathon Race reflected the advancement of hardware technology;_ 2. We are seeing financing accelerate among some companies, including several OEMs focusing on robotics AI and key component manufacturers (such as dexterous hands). For example, TARS has completed a pre-A funding round of US $455m. Local governments, industrial funds and industry leaders are all actively deploying the robot track. 3. Data collection channels are becoming more diverse, including direct collection from implemented applications, data collection centres and robot rental. During Tesla's Q1 earnings call, management mentioned that it may unveil Optimus Gen 3 in late July or August, closer to the start of production, citing concerns over competitors copying its designs. Earlier this year, Wang penned a note to the client outlining that shipments and deployments of humanoid robots on factory floors would gather pace this year and really ramp in 2027. "For 2026, our base case forecast for global humanoid robot demand is 30,000 units. Regardless of total output in 2026, we expect a small proportion of robots which can complete simple tasks autonomously outside entertainment and robot training scenarios, given the gap between robot intelligence and customer needs," Wang told earlier this week. He continued, "We flag upside risk to our 2027-28 demand forecasts if robots used in industrial settings make significant progress. While humanoid products are still evolving, several leading OEMs are planning and deploying production capacity." "Tesla plans to build a 1m unit Optimus robot production line with production starting at end-2026. UBTECH plans a production capacity of 10,000 units this year, while Boston Dynamics (BD) plans a 30,000 unit capacity in 2028 for its Atlas robot," he added. For the latest deployments, Japan Airlines appears to have launched a humanoid robotics pilot program **to address the labor shortage in airport ground-handling operations, according to the flight news website** **Flight360aero****.** > Japan Airlines (JAL) and GMO have announced that they will begin a pilot project next month using humanoid robots to address the labor shortage in airport ground handling operations. > > Read more: https://t.co/RIh7qGEnDs#groundhandling #aviation pic.twitter.com/T4t2p8m0LD > > — FL360aero (@fl360aero) April 27, 2026 "This is the first initiative of its kind in Japan to address the worsening labor shortage. Initially, the experiment will test the robots moving cargo containers from trolleys to near the aircraft. The airline is considering putting the robots into practical use from 2028 onwards," the outlet said. As humanoid robot shipments ramp in the coming quarters, expect a steady stream of viral footage showing these robots replacing lower-skilled labor across warehouses, factories, retail, logistics, and service jobs. The real question is: when does the backlash begin? Just as the data center revolt erupted once folks saw their power bills soar, a robot revolt could follow once workers see humanoids moving from funny tech demo promotional videos onto factory floors. ### 相关股票 - [TSL.US](https://longbridge.com/zh-CN/quote/TSL.US.md) - [TSLR.US](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [TSLL.US](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [ROBO.US](https://longbridge.com/zh-CN/quote/ROBO.US.md) - [AIFD.US](https://longbridge.com/zh-CN/quote/AIFD.US.md) - [TSLT.US](https://longbridge.com/zh-CN/quote/TSLT.US.md) - [TESL.US](https://longbridge.com/zh-CN/quote/TESL.US.md) - [TSLG.US](https://longbridge.com/zh-CN/quote/TSLG.US.md) - [BOTZ.US](https://longbridge.com/zh-CN/quote/BOTZ.US.md) - [UBS.US](https://longbridge.com/zh-CN/quote/UBS.US.md) - [TARS.US](https://longbridge.com/zh-CN/quote/TARS.US.md) - [TSLA.US](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [09880.HK](https://longbridge.com/zh-CN/quote/09880.HK.md) - [9201.JP](https://longbridge.com/zh-CN/quote/9201.JP.md) - [9449.JP](https://longbridge.com/zh-CN/quote/9449.JP.md) ## 相关资讯与研究 - [不是 “特斯拉的学徒”：Figure AI 如何成为机器人的新范本？](https://longbridge.com/zh-CN/news/287040643.md) - [特斯拉 Optimus 核心中国团队回国创业，首款人形机器人 58 万开售｜具身动态](https://longbridge.com/zh-CN/news/286992767.md) - [特斯拉 FSD 入华催化自动驾驶赛道 挚达科技率先布局全球首款家用充电机器人适配特斯拉](https://longbridge.com/zh-CN/news/287168854.md) - [Chinese AI lawnmowers gain ground in Europe](https://longbridge.com/zh-CN/news/287137060.md) - [SpaceX 首次公开披露财务数据 首季资本开支 101 亿美元逾七成投入 AI 发展](https://longbridge.com/zh-CN/news/287195255.md)