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中金:至2030年中國人形機器人出貨量有望達35萬台
格隆匯 08-28 08:31
中金公司研報表示,具身智能是本體與智能體的結合,本體實現與物理環境的交互,感知環境做出行動;智能體通過環境信息持續學習賦予智慧。我們看到,近年來具身智能成為AI領域關注的焦點,海內外眾多廠商於2023年推出人形機器人新品,又於2024年開啟商業化路徑的初探,其中不乏特斯拉、Figure.ai以及國內大疆、宇樹等企業。我們認為,具身智能未來有望在各行各業中落地,發展前景廣闊。報吿中,我們將人類技能分為多個細項的不同類元任務,結合具身智能產業的進步以及各行業各元任務需要分配的就業人員對應市場空間進行測算分析,我們預計,至2030年中國人形機器人出貨量有望達35萬台,市場空間有望至581億元人民幣,2024-30E CAGR均有望超過250%。
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