According to an analysis report, the technological development path for robotic dogs is converging from a previously scattered approach, with both hardware and software technologies reaching relative maturity, marking the industry's entry into the stage of commercial application. Supported by policies and capital, the number of companies and institutions globally involved in the quadruped robot market continues to grow, with over 50 domestic enterprises currently engaged in this sector. The robotic dog industry is on the verge of rapid expansion, drawing attention to relevant supply chains and ecosystem partners. The main viewpoints are outlined as follows:
Quadruped robotic dogs exhibit strong environmental adaptability and have entered the phase of commercial application. The core advantages of quadruped robots lie in their robust terrain adaptation, high dynamic stability, flexibility, and compatibility with heavy payloads. They can efficiently perform tasks in environments where wheeled or tracked robots struggle, without requiring modifications to the surroundings, making them an optimal solution for industrial inspections, emergency rescue operations, and specialized scenarios. Currently, the technological roadmap for robotic dogs is consolidating, and with relatively mature hardware and software, the industry has progressed to commercial application.
Multiple application scenarios are accelerating implementation, and the medium to long-term market potential is highly promising. 1) Defense Applications: They are increasingly becoming a key tool for nations advancing defense智能化, primarily deployed in high-risk, high-intensity missions such as reconnaissance, surveillance, and fire support. Major global military powers have established clear development pathways. 2) Industrial Applications: They are gradually emerging as an important technological alternative to manual inspections. Utilizing a modular architecture based on a "basic platform + on-demand configuration," mature application cases have already been established in settings like substations, utility tunnels, cable tunnels, chemical plants, and steel mills. 3) Emergency Rescue: Transitioning rapidly from technical validation to practical deployment, they are now being used in real-world scenarios such as fire rescue drills, chemical accident reconnaissance, and by fire rescue brigades. 4) Consumer/Home Use: As product prices continue to decline and functionalities expand, this segment is at a critical juncture, moving from niche adoption towards broader consumer-grade普及.
The robotic dog industry has evolved into a globally competitive landscape, with domestic brands currently holding a dominant position. Recently, bolstered by policy support and capital investment, the number of enterprises and institutions worldwide developing quadruped robots has steadily increased, with over 50 domestic companies now active in the field. Currently, domestic manufacturers lead the market, with companies like Unitree Robotics, Deep Robotics, Boston Dynamics, and Qiteng Robot ranking among the industry frontrunners.
The robotic dog industry is poised for significant volume growth, highlighting the importance of related supply chains and ecosystem partners. 1) Quadruped Robot Complete Systems: Focus is advised on companies with strong product capabilities, such as Zhongjian Technology, Yuejiang, Kaierda, and Qiteng Robot. 2) Industry Application Gateways: As hardware products, robotic dogs require collaboration with partners possessing deep industry knowledge for solution design and scenario implementation. Companies rich in industrial resources, like Supcon Technology, are recommended for attention. 3) Components and Contract Manufacturing: High-value components in robotic dogs include joint modules and assembly services. Key players to watch include Wolong Electric, Meihu Shares, Veichi Electric, Zhongda Deldec, and Zhejiang Headman.
Risk warnings include potential shortfalls in technological breakthroughs for robotic dogs, weaker-than-expected downstream demand, and intensifying market competition.