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"未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "BMW 工厂案例披露 1,250 小时与 9 万个零件；仍不是全球份额", "market_share": "Omdia 估计 2025 出货 150 台、约 1.1%", "relation": "BMW 工厂部署；Qualcomm 公开技术合作", "note": "", "sources": [ { "label": "公司/产品", "url": "https://www.figure.ai/company" }, { "label": "BMW 生产案例", "url": "https://www.figure.ai/news/production-at-bmw" } ], "source_ids": [ "omdia_2026" ] }, { "id": "apptronik", "tier": "T0", "name_zh": "Apptronik", "name_en": "Apptronik, Inc.", "country": "美国", "category": "双足工业人形", "product": "Apollo / Apollo 2；仓储与制造", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "客户试点和量产工程化阶段；建设 Robot Park", "market_share": "", "relation": "Mercedes-Benz、GXO、Jabil 等公开合作", "note": "", "sources": [ { "label": "Apollo", "url": "https://apptronik.com/news-collection/apptronik-unveils-apollo" }, { "label": "Robot Park/Apollo 2", "url": "https://apptronik.com/news-collection/welcome-to-robot-park-where-apptroniks-apollo-goes-to-work" } ], "source_ids": [ "omdia_2026" ] }, { "id": "agility", "tier": "T0", "name_zh": "Agility Robotics", "name_en": "Agility Robotics, Inc.", "country": "美国", "category": "双足物流人形", "product": "Digit；料箱、仓储和制造任务", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市；已宣布 SPAC 合并，尚未交割", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "RoboFab 设计峰值产能 1 万台/年；规划不等于出货", "market_share": "Omdia 估计 2025 出货 150 台、约 1.1%", "relation": "GXO、Amazon、Toyota、Mercado Libre 等部署/投资生态", "note": "", "sources": [ { "label": "投资者与部署", "url": "https://www.agilityrobotics.com/investors" }, { "label": "SPAC 公告", "url": "https://www.agilityrobotics.com/content/agility-robotics-to-go-public-through-merger-with-churchill-capital-corp-xi" } ], "source_ids": [ "omdia_2026" ] }, { "id": "boston_dynamics", "tier": "T0", "name_zh": "波士顿动力", "name_en": "Boston Dynamics, Inc.", "country": "美国", "category": "双足工业人形", "product": "全电动 Atlas；面向制造部署", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未独立上市", "listed_parent": "Hyundai Motor Group（KRX: 005380）", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "动态运动技术品牌领先；产品版 Atlas 商业部署仍早期", "market_share": "", "relation": "Hyundai Mobis 与 Boston Dynamics 建立 Atlas 执行器合作框架", "note": "", "sources": [ { "label": "Atlas", "url": "https://bostondynamics.com/products/atlas/" }, { "label": "Mobis 合作", "url": "https://bostondynamics.com/news/hyundai-mobis-forms-strategic-collaboration-framework-with-boston-dynamics/" } ], "source_ids": [] }, { "id": "one_x", "tier": "T0", "name_zh": "1X", "name_en": "1X Technologies AS", "country": "挪威/美国", "category": "轮式家用人形", "product": "NEO；双臂、灵巧手和家庭任务", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "年产 1 万台为公司规划，不是已交付量", "market_share": "", "relation": "具体部件供应商未公开", "note": "", "sources": [ { "label": "NEO hands", "url": "https://www.1x.tech/discover/neos-hands" }, { "label": "NEO Factory", "url": "https://www.1x.tech/discover/neo-factory" } ], "source_ids": [] }, { "id": "sanctuary_ai", "tier": "T0", "name_zh": "Sanctuary AI", "name_en": "Sanctuary Cognitive Systems Corp.", "country": "加拿大", "category": "轮式通用人形", "product": "Phoenix Gen 8；高质量操作数据采集", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "平台迭代与试点阶段", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "Phoenix Gen 8", "url": "https://sanctuary.ai/news/sanctuary-ai-releases-new-generation-of-ai-robots-for-high-quality-data-capture/" } ], "source_ids": [] }, { "id": "ubtech", "tier": "T0", "name_zh": "优必选", "name_en": "UBTECH Robotics Corp Ltd.", "country": "中国", "category": "双足工业/服务人形", "product": "Walker S2；自主换电、汽车制造和物流", "listed": true, "exchange": "HKEX", "ticker": "09880.HK", "yahoo_symbol": "9880.HK", "listing_status": "上市", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "2025 年报称进入千台级量产交付阶段", "market_share": "Omdia 估计 2025 出货 1,000 台、约 7.5%", "relation": "多家汽车/制造客户；部件供应商未完整披露", "note": "", "sources": [ { "label": "Walker S2", "url": "https://www.ubtrobot.com/en/humanoid/products/walker-s2" }, { "label": "2025 年报", "url": "https://owebsite-cdn.ubtrobot.com/resources/file/2026/04/21/797179114676293.pdf" } ], "source_ids": [ "omdia_2026" ] }, { "id": "unitree", "tier": "T0", "name_zh": "宇树科技", "name_en": "Unitree Robotics", "country": "中国", "category": "双足通用人形", "product": "H1、G1、H2；运动控制与开发平台", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "IPO 注册生效、尚未挂牌（无公开股价）", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "产品可购买且开发生态广；尚未挂牌", "market_share": "Omdia 估计 2025 出货 4,200 台、约 31.4%（按分项合计 13,368 重算）", "relation": "Hesai 披露 JT 系列 LiDAR 供应；NVIDIA 参考人形采用 H2", "note": "", "sources": [ { "label": "G1", "url": "https://www.unitree.com/g1/" }, { "label": "上交所注册生效", "url": "https://english.sse.com.cn/news/newsrelease/voice/c/c_20260706_10824513.shtml" } ], "source_ids": [ "omdia_2026" ] }, { "id": "agibot", "tier": "T0", "name_zh": "智元机器人", "name_en": "AgiBot", "country": "中国", "category": "双足/轮式多平台", "product": "A2/A3、G2、X2；工业、服务和研究", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "B", "position": "2026-06 公司称累计第 15,000 台机器人下线，可能包含多类平台", "market_share": "Omdia 估计 2025 出货 5,168 台、约 38.7%（按分项合计 13,368 重算）", "relation": "G2 进入 Longcheer 消费电子产线；核心部件供应商多未点名", "note": "", "sources": [ { "label": "15,000 台下线", "url": "https://www.agibot.com/article/231/detail/82.html" }, { "label": "Longcheer 产线", "url": "https://www.agibot.com/article/231/detail/60.html" } ], "source_ids": [ "omdia_2026" ] }, { "id": "fourier", "tier": "T0", "name_zh": "傅利叶智能", "name_en": "Fourier Intelligence", "country": "中国/新加坡", "category": "康复与双足通用人形", "product": "GR-1、GR-2、GR-3；康复和通用任务", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "B", "position": "康复机器人执行器基础较强；量产与‘首个’为公司口径", "market_share": "Omdia 估计 2025 出货 300 台、约 2.2%（按分项合计重算）", "relation": "", "note": "", "sources": [ { "label": "Fourier/GR", "url": "https://www.fftai.com/about-fourierlab" } ], "source_ids": [ "omdia_2026" ] }, { "id": "galbot", "tier": "T0", "name_zh": "银河通用", "name_en": "Galbot", "country": "中国", "category": "轮式双臂/重载人形", "product": "Galbot G1、S1；零售、制造和重载搬运", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "CATL 工厂公开常态运营案例", "market_share": "", "relation": "CATL 电池装入 Galbot S1，双方战略合作", "note": "", "sources": [ { "label": "G1", "url": "https://www.galbot.com/g1/" }, { "label": "CATL-Galbot", "url": "https://www.catl.com/en/news/6881.html" } ], "source_ids": [] }, { "id": "leju", "tier": "T0", "name_zh": "乐聚机器人", "name_en": "Leju Robot", "country": "中国", "category": "双足教育/工业人形", "product": "夸父 Kuavo 4Pro/5/5-W", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "B", "position": "教育科研和工业验证；与华为生态合作", "market_share": "Omdia 估计 2025 出货 500 台、约 3.7%（按分项合计重算）", "relation": "与 Tuopu、东方精工等合作扩展产能；具体部件定点未完整披露", "note": "", "sources": [ { "label": "Kuavo 产品", "url": "https://lejurobot.com/en" } ], "source_ids": [ "omdia_2026" ] }, { "id": "engineai", "tier": "T0", "name_zh": "众擎机器人", "name_en": "EngineAI", "country": "中国", "category": "双足通用人形", "product": "PM01、T800", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "B", "position": "产品迭代和商业验证阶段", "market_share": "Omdia 估计 2025 出货 400 台、约 3.0%", "relation": "", "note": "", "sources": [ { "label": "官网产品", "url": "https://www.engineai.com.cn/" }, { "label": "T800", "url": "https://en.engineai.com.cn/about-news-media/41.html" } ], "source_ids": [ "omdia_2026" ] }, { "id": "limx", "tier": "T0", "name_zh": "逐际动力", "name_en": "LimX Dynamics", "country": "中国", "category": "双足/轮足平台", "product": "CL-1、Oli；全尺寸动力学控制", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "全尺寸运动控制平台；商业出货未公开", "market_share": "", "relation": "RealSense 展示与 LimX 的人形自主导航集成", "note": "", "sources": [ { "label": "CL-1", "url": "https://www.limxdynamics.com/en/news/BK000031" }, { "label": "RealSense 集成", "url": "https://www.realsenseai.com/news-insights/news/realsense-unveils-first-of-its-kind-humanoid-autonomous-navigation-at-nvidia-gtc/" } ], "source_ids": [] }, { "id": "x_humanoid", "tier": "T0", "name_zh": "北京人形机器人创新中心", "name_en": "X-Humanoid", "country": "中国", "category": "公共创新平台/双足", "product": "天工系列、天工 3.0；开放平台和产业孵化", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/公共创新平台", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "北京公共创新平台；不适用传统市占率", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "官网", "url": "https://www.x-humanoid.com/" }, { "label": "天工 3.0", "url": "https://english.beijing.gov.cn/beijinginfo/sci/latesttrends/202602/t20260212_4511437.html" } ], "source_ids": [] }, { "id": "shanghai_center", "tier": "T0", "name_zh": "上海人形机器人创新中心", "name_en": "National & Local Humanoid Robotics Innovation Center", "country": "中国", "category": "公共创新平台/双足", "product": "青龙 Qinglong 开源平台与训练场", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/公共创新平台", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "上海公共验证与训练基础设施", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "青龙平台", "url": "https://english.shanghai.gov.cn/en-Latest-WhatsNew/20250224/dbb5af9036324729af88227f03599a9c.html" } ], "source_ids": [] }, { "id": "dobot", "tier": "T0", "name_zh": "越疆科技", "name_en": "Dobot Robotics", "country": "中国", "category": "协作机器人+人形", "product": "ATOM 人形机器人", "listed": true, "exchange": "HKEX", "ticker": "02432.HK", "yahoo_symbol": "2432.HK", "listing_status": "上市", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "协作机器人基础强；不能把协作机器人份额换算成人形份额", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "2025 年报/ATOM", "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0330/2026033001520.pdf" } ], "source_ids": [] }, { "id": "xpeng", "tier": "T0", "name_zh": "小鹏汽车", "name_en": "XPeng Inc.", "country": "中国", "category": "汽车+双足人形", "product": "新一代 IRON；工业和商业场景", "listed": true, "exchange": "NYSE / HKEX", "ticker": "XPEV / 09868.HK", "yahoo_symbol": "XPEV", "listing_status": "上市", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "量产时间表是公司目标，尚非已实现销量", "market_share": "", "relation": "汽车制造体系内部验证；外部供应链未完整披露", "note": "", "sources": [ { "label": "IRON", "url": "https://www.xpeng.com/pressroom/news/019a56f54fe99a2a0a8d8a0282e402b7" } ], "source_ids": [] }, { "id": "neura", "tier": "T0", "name_zh": "NEURA Robotics", "name_en": "NEURA Robotics GmbH", "country": "德国", "category": "认知机器人+双足", "product": "4NE1、4NE1 Mini", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "B", "position": "欧洲认知机器人代表厂商；订单等数字需标公司口径", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "4NE1", "url": "https://neura-robotics.com/products/4ne1/" } ], "source_ids": [] }, { "id": "pal", "tier": "T0", "name_zh": "PAL Robotics", "name_en": "PAL Robotics S.L.", "country": "西班牙", "category": "科研/工业双足", "product": "TALOS、REEM-C", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", "position": "科研平台覆盖较广，商业出货未公开", "market_share": "", "relation": "Renishaw 编码器集成 REEM-C", "note": "", "sources": [ { "label": "TALOS", "url": "https://pal-robotics.com/robot/talos/" } ], "source_ids": [] }, { "id": "oversonic", "tier": "T0", "name_zh": "Oversonic Robotics", "name_en": "Oversonic Robotics S.r.l.", "country": "意大利", "category": "轮式工业人形", "product": "RoBee R；制造、医疗和危险作业", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "extended", "evidence": "B", "position": "早期部署；规模未公开", "market_share": "", "relation": "", "note": "", "sources": [ { "label": "RoBee R", "url": "https://www.oversonicrobotics.com/robee-r/" } ], "source_ids": [] }, { "id": "wandercraft", "tier": "T0", "name_zh": "Wandercraft", "name_en": "Wandercraft SAS", "country": "法国", "category": "双足工业人形", "product": "Calvin-40", "listed": false, "exchange": "", "ticker": "", "yahoo_symbol": "", "listing_status": "未上市/私营", "listed_parent": "", "price_kind": "own_security", "scope": "core", "evidence": "A", 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