--- title: "德意志银行表示：随着中国加快生产，人形机器人市场在全球范围内加速发展" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/293540965.md" description: "德意志银行报告称，全球类人机器人市场正在加速发展，中国在生产方面处于领先地位，目标到 2026 年达到 10 万台。美国也通过 Agility Robotics 和 Meta 等公司加大了相关活动。关键投资机会包括组件制造商如恒立液压和特斯拉，而黑石集团则投资于 Futronic 以获取运动控制技术" datetime: "2026-07-23T01:20:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293540965.md) - [en](https://longbridge.com/en/news/293540965.md) - [zh-HK](https://longbridge.com/zh-HK/news/293540965.md) generator: "portal-rs" --- # 德意志银行表示：随着中国加快生产，人形机器人市场在全球范围内加速发展 The latest "**Humanoid Robot Pulse**" report from Deutsche Bank states that the global humanoid robot market is accelerating, with China, unsurprisingly, leading the race. "The humanoid robot market is accelerating globally. **China is leading in production, with government officials estimating 100,000 units of humanoid robot production in 2026, significantly higher than our expectation of ~40,000 units**," analyst Iris Zheng wrote in the report. The Hong Kong-based Deutsche Bank analyst specializes in Asia-Pacific automation and industrials, providing clients with key updates across the industry: 1. ***Activities in the US stepping up:** Agility going public through SPAC by 4Q26; Meta acquiring an embodied AI model startup; OpenAI recruiting robotics engineers; and NVIDIA expanding its robotics team in China.* 2. ***Continuing developments in China:** AGIBOT accelerating production; updates from BYD and Li Auto on robotics; Alibaba unveiling robotic models; and Kepler undergoing acquisition.* 3. ***Policy updates:** China to produce 100,000 humanoids in 2026; Shanghai to deploy 100,000 humanoids by 2030; the US could restrict Chinese robotics; and Japan to deploy 10mn AI robots by 2040.* 4. ***Use case:** Livestreaming of humanoids working in factories and warehouses by AGIBOT and Figure.* 5. ***Emotional companion:** Bionic humanoids from UBTECH and DOBOT.* **More color here:** > *In the US,* ***Agility Robotics utilizes a 75% locally sourced supply chain*** *and aims to reduce the bill of materials (BOM) cost from US$125k currently to US$30k.* > > ***AGIBOT and Figure AI*** *have livestreamed their humanoid robots working in factories and warehouses, demonstrating commercial viability.* **How to profit:** > *This rapidly developing market indicates growing component demand, which bodes well for component manufacturers. Within our APAC Industrials coverage, we prefer Hengli (Buy, closing price RMB110.58), Shuanghuan (Buy, closing price RMB42.39), Harmonic Drive (Buy, closing price ¥7,430), and Yaskawa (Buy, closing price ¥5,490). We also highlight Tesla (Buy, closing price US$394.46) and Mobileye (Buy, closing price US$9.43) (through Mentee Robotics) as humanoid robotic OEMs in the US.* The rise of physical AI has prompted Blackstone, the world's largest alternative asset manager, to place a major bet on Futronic, an automotive supplier that has adapted its motion-control technology for use in actuators for humanoid robots. **Related:** - *Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges* *Professional subscribers can read a lot more on humanoid robotsat our new Marketdesk.ai portal.* ### 相关股票 - [BX.US](https://longbridge.com/zh-CN/quote/BX.US.md) - [META.US](https://longbridge.com/zh-CN/quote/META.US.md) - [METD.US](https://longbridge.com/zh-CN/quote/METD.US.md) - [METW.US](https://longbridge.com/zh-CN/quote/METW.US.md) - [METU.US](https://longbridge.com/zh-CN/quote/METU.US.md) - [FBL.US](https://longbridge.com/zh-CN/quote/FBL.US.md) - [TESL.US](https://longbridge.com/zh-CN/quote/TESL.US.md) - [FBY.US](https://longbridge.com/zh-CN/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/zh-CN/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/zh-CN/quote/MAGX.US.md) - [601100.CN](https://longbridge.com/zh-CN/quote/601100.CN.md) - [DBK.DE](https://longbridge.com/zh-CN/quote/DBK.DE.md) - [DB.US](https://longbridge.com/zh-CN/quote/DB.US.md) - [OpenAI.NA](https://longbridge.com/zh-CN/quote/OpenAI.NA.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [01211.HK](https://longbridge.com/zh-CN/quote/01211.HK.md) - [002594.CN](https://longbridge.com/zh-CN/quote/002594.CN.md) - [LI.US](https://longbridge.com/zh-CN/quote/LI.US.md) - [02015.HK](https://longbridge.com/zh-CN/quote/02015.HK.md) - [BABA.US](https://longbridge.com/zh-CN/quote/BABA.US.md) - [09988.HK](https://longbridge.com/zh-CN/quote/09988.HK.md) - [09880.HK](https://longbridge.com/zh-CN/quote/09880.HK.md) - [002472.CN](https://longbridge.com/zh-CN/quote/002472.CN.md) - [6324.JP](https://longbridge.com/zh-CN/quote/6324.JP.md) - [6506.JP](https://longbridge.com/zh-CN/quote/6506.JP.md) - [TSLA.US](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [MBLY.US](https://longbridge.com/zh-CN/quote/MBLY.US.md) - [03KB.DE](https://longbridge.com/zh-CN/quote/03KB.DE.md) - [DPB.DE](https://longbridge.com/zh-CN/quote/DPB.DE.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) - [HYDD.SG](https://longbridge.com/zh-CN/quote/HYDD.SG.md) - [BYDDY.US](https://longbridge.com/zh-CN/quote/BYDDY.US.md) - [BYDDF.US](https://longbridge.com/zh-CN/quote/BYDDF.US.md) - [81211.HK](https://longbridge.com/zh-CN/quote/81211.HK.md) - [89988.HK](https://longbridge.com/zh-CN/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/zh-CN/quote/HBBD.SG.md) ## 相关资讯与研究 - [Ross Gerber 建议特斯拉车主在 Elon Musk 的类似 Airbnb 的机器人出租车计划中，让 TSLA‘承担风险’](https://longbridge.com/zh-CN/news/298271379.md) - [特斯拉在柏林超级工厂增加班次以提高 Model Y 的产量](https://longbridge.com/zh-CN/news/298340571.md) - [20:12 ETFunction 现已连接到 Meta 的 Muse，允许成员将个人健康数据导入新的 AI 代理](https://longbridge.com/zh-CN/news/298377828.md) - [WhatsApp 允许五个外部 AI 代理进入聊天，这些代理在设计上都是未加密的](https://longbridge.com/zh-CN/news/298250907.md) - [黑石集团（BX）的私人信贷提款限制及其投资组合销售可能如何塑造投资者的看法](https://longbridge.com/zh-CN/news/298140121.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**