2026：轮式人形机器人产业发展蓝皮书

目 录Contents 前言：具身智能的新物种——轮式人形机器人的崛起....................................................60.1 研究背景与意义 ....................................................................................................................60.2 轮式人形机器人的定义 .........................................................................................................70.3 蓝皮书研究范围 ....................................................................................................................8 第 一 章 产 业 发 展 概 述.........................................................................................................91.1 全球人形机器人产业发展历程 ..........................................................................................101.2 轮式人形机器人的演进路径 ................................................................................................111.3 产业发展阶段研判 ..............................................................................................................12 第二章 核心技术体系与演进方向....................................................................................132.1“大脑”：环境感知与智能决策 ..............................................................................................142.2“小脑”：运动控制与协调 .....................................................................................................152.3 “肢体”：核心零部件与执行机构 ......................................................................................16 第三章 全球产业发展现状.................................................................................................17 3.1 各国相关政策分析 .............................................................................................................183.2 全球产业格局分析 ..............................................................................................................193.3 全球轮式人形机器人产品分析 ............................................................................................203.4 全球主要代表企业分析 .......................................................................................................21 第四章 中国产业发展现状.................................................................................................224.1 中国产业政策分析 ..............................................................................................................234.2 中国产业链完备度分析 .......................................................................................................244.3 中国产业生态布局分析 .......................................................................................................264.4 中国市场规模分析 ..............................................................................................................274.5 产品价格分析 .....................................................................................................................284.6 行业融资情况分析 ..............................................................................................................294.7 中国市场竞争格局分析 .......................................................................................................30 目 录Contents 第五章 产业链全景图谱.....................................................................................................335.1 产业链结构分析 ................................................................................................................345.2 上游 - 核心零部件 ...............................................................................................................355.3 中游 - 本体、代工与制造 ......................................................................................................415.4 下游 - 应用与运营服务体系 .................................................................................................42 6.1 物流与仓储领域 .................................................................................................................456.2 工业制造领域 ....................................................................................................................476.3 商业服务领域 .....................................................................................................................496.4 教育与科研领域 .................................................................................................................516.5 特种作业领域 .....................................................................................................................53 第七章 代表企业分析.........................................................................................................54 7.1 智元创新（上海）科技股份有限公司 .....................................................................................557.2 深圳市优必选科技股份有限公司 .........................................................................................557.3 银河通用机器人（北京）有限公司 ........................................................................................567.4 乐聚（深圳）机器人技术有限公司 ........................................................................................567.5 艾利特智能机器人股份有限公司 .........................................................................................577.6 成都睿芯行科技有限公司 ......................................................................................