--- title: "人形機器人進入勞動力市場。工人們會在多長時間內反抗？" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/284751624.md" description: "人形機器人行業正在迅速發展，瑞銀分析師 Phyllis Wang 指出了一些重要進展。主要亮點包括 2026 年北京人形機器人半程馬拉松、對機器人人工智能的融資增加，以及特斯拉對 Optimus Gen 3 機器人的計劃。預計到 2026 年，人形機器人的需求將達到 30,000 台，並在工業應用中有潛在增長。日本航空正在試點人形機器人，以應對機場運營中的勞動力短缺。隨着出貨量的增加，關於工人對自動化的反對情緒也在上升" 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) --- # 人形機器人進入勞動力市場。工人們會在多長時間內反抗？ 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. ### 相關股票 - [TSL.US](https://longbridge.com/zh-HK/quote/TSL.US.md) - [TSLR.US](https://longbridge.com/zh-HK/quote/TSLR.US.md) - [TSLL.US](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [ROBO.US](https://longbridge.com/zh-HK/quote/ROBO.US.md) - [AIFD.US](https://longbridge.com/zh-HK/quote/AIFD.US.md) - [TSLT.US](https://longbridge.com/zh-HK/quote/TSLT.US.md) - [TESL.US](https://longbridge.com/zh-HK/quote/TESL.US.md) - [TSLG.US](https://longbridge.com/zh-HK/quote/TSLG.US.md) - [BOTZ.US](https://longbridge.com/zh-HK/quote/BOTZ.US.md) - [UBS.US](https://longbridge.com/zh-HK/quote/UBS.US.md) - [TARS.US](https://longbridge.com/zh-HK/quote/TARS.US.md) - [TSLA.US](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [09880.HK](https://longbridge.com/zh-HK/quote/09880.HK.md) - [9201.JP](https://longbridge.com/zh-HK/quote/9201.JP.md) - [9449.JP](https://longbridge.com/zh-HK/quote/9449.JP.md) ## 相關資訊與研究 - [人口縮水機器人「救場」巴克萊料其可填補中國大陸六成勞動力缺口](https://longbridge.com/zh-HK/news/286905897.md) - [不是 “特斯拉的學徒”：Figure AI 如何成為機器人的新範本？](https://longbridge.com/zh-HK/news/287040643.md) - [雷蒙德詹姆斯上調 Arista Networks 評級，看好 AI 擴張及 2027 年成長前景](https://longbridge.com/zh-HK/news/286574369.md) - [中東衝突重塑車市？南韓 4 月對中東汽車出口暴跌近四成 國內純電銷量卻逆勢狂飆 139.7%](https://longbridge.com/zh-HK/news/287019862.md) - [外銷訂單強強滾！經濟部估 AI 帶動下 5 月有望再衝 900 億美元](https://longbridge.com/zh-HK/news/287068763.md)